Frequently Asked Questions (FAQs) to provide information and share knowledge of Kuali.
Have a question or suggestion to add to the FAQ? Send it to us at firstname.lastname@example.org
What is Kuali?
Kuali is web-based, research administration software, developed by universities uses by universities. With Kuali, UMBC researchers and department administrators can manage the complete lifecycle of sponsored projects and ensure the highest levels of compliance and integrity. Here are the features:
- Develop proposals more efficiently with intelligent routing and approval
- Submit proposals directly to Grants.gov
- Manage negotiations more effectively for faster awarding and better visibility
- Manage award activity over the life of a project
- Track research activities across the institution for better oversight and control
- Manage compliance, including COI, IRB, and IACUC.
Who is Kuali Co?
Kuali is a software as a service (SaaS) provider that exclusively services colleges and universities. Kuali was founded in 2014 out of the Kuali Higher Education community whose members are predominately colleges and universities. The Kuali software was originally developed by MIT and has been improved over the years via a joint collaboration amongst several universities, including UMB and UMCP.
What products will UMBC be implementing?
UMBC will be implementing the Research product that covers Proposal Development ( Pre-Award) Award ( including non-financial Post-Award), Negotiations, and Compliance, including COI, IRB and IACUC Protocol and Committee Management.
Who else within USM uses Kuali?
UMCP, UMB, Towson currently use KualiResearch. Salisbury, UMCES, and others are joining.
Where is data stored?
All data housed in cloud-based servers in US/Oregon. See KualiCo for more information. See http://kuali.co
How is data shared?
No sharing of data or secondary uses. The Kuali user must be authorized to view and edit the data. OSP will assign roles and permissions to each user, depending on their Unit and College.
How do I log in? What is my username and password?
Log in by clicking the Kuali tab on your myumbc page. when accessing the website, you may use your myumbc log in information
Is there a single sign on?
Yes. The user will automatically be signed into Kuali after they log in with their UMBC Campus ID.
How is Kuali being rolled out to campus?
The UMBC Kuali project team has rolled out Proposal and COI to the entire campus as of 2018. Other Kuali “modules” (Award, IRB/IACUC, Negotiations, SubAward) are rolling out in the second half of 2018 and 2019.
How often will HR data come from PeopleSoft to Kuali?
Daily. HR data is housed in PeopleSoft. Kuali receives a “feed” from PeopleSoft with the most up-to-date HR data, including new hires, terminations, titles and unit assignments.
What if I cannot find a person in Kuali?
Persons must be currently in the PeopleSoft HR system at UMBC in order to be used in Kuali. Does this person have a sponsored Program account? If the person is a new hire, there maybe a a one-day lag between HR and Kuali. If you cannot find an individual, or have questions, contact OSP at email@example.com
What are some basic searching tips for finding a Kuali Proposal?
Most common searches are by proposal number, PI, Unit, Sponsor, Kuali uses the asterisks as the wild card character. See Quick Card on how to search for a proposal. UMBC Proposal Search Quick Card V1 2017_10_20 Also see all training at http://research.umbc.edu/kuali-training/
Who has access to my proposal?
Access to the proposal is limited based on roles within a unit or on a proposal. Proposal creators have access to records created and have the ability to add other viewers. Investigators have view access to their Kuali Research proposals by default. Proposal Approvers have view access to proposals to review and approve. Aggregators (those who create and manage proposal data) work with many investigators in a unit(s) to create proposals. The system allows Aggregators to add persons so that they can also access ( to either view or edit). Contact OSP for questions or for help making changes, at firstname.lastname@example.org
What activity type should I select for my proposal?
Your proposal activity is a category of work begin performed on the proposal. Construction-construction of new buildings, Equipment–acquisition of equipment, Fellowship-selective awards granted to faculty or graduate students awarded to allow the recipient to carry out research Interagency Personnel Agreement (IPA) –funding mechanism to or from a federal agency and UMBC for a portion or all of the salary and fringe benefits of a UMBC employee (faculty or non-faculty) working on sponsored research projects funded by the agency. Other Sponsored Activities (Services)-involves the performance of work other than instruction/training or research. Research– directed toward 1) increasing knowledge in science, 2) designing, developing, or testing of specific items or processes, or 3) determining the potential of discoveries. Unfunded Agreements – an agreement that is not a funding mechanism such as Data Use Agreement, Team Agreement, CRADA, etc.
Who is an Aggregator in Kuali?
An Aggregator is anyone at UMBC who creates and manages a proposal. Typically this will be the department administrator who has created or has managed proposals in PeopleSoft. The person who helps to facilitate creation of a paper routing form for signatures would also be a likely person to be an aggregator. Aggregators create and maintain budgets and can work with many investigators in a unit(s) to create proposals.
I am a PI. Can I create and work on my own proposal in Kuali?
Yes! Anyone at UMBC can create or work on a proposal, including the Principle Investigator. The department administrator will automatically have access to edit the proposal in conjunction with the PI. Contact your department administrator to get started, Also see UMBC Create Proposal Quick Card V1 2017_10_20
How does an Investigator or CO-I certify a proposal?
A UMBC investigator and Co-I must certify a proposal before it can be submitted to the Sponsor. The proposal creator will send a notification email to the investigator. This email will have a link to the certification page for that investigator for that proposal. See Quick Reference Guide for PI Certifications, UMBC PI Certification Quick Card V2 2017_09_19 . See also Kuali Training http://research.umbc.edu/kuali-training/
I am a Department Chair. Can I view all the proposals in my unit by using Kuali?
Yes. Department Chairs can view all proposals in their unit. An easy way to find proposals is to use the Task Bar on the Main menu and the word “Search”, then key in your unit number in search criteria. See Quick Card – UMBC Proposal Search Quick Card V1 2017_10_20
Do all the final documents need to be submitted before the proposal is submitted for signature? For example, can the PI replace proposal attachments, such as the Narrative Document, after the proposal has been submitted?
The short answer is YES. The proposal aggregator or the PI may update attachments while the proposal is in routing for signature approval. No new attachments can be added. This feature allows the proposal attachments to continue to be worked on up and until the proposal is submitted to the sponsor by OSP. Prior Approvers in the routing chain will be notified when a document has been replaced,
What documents are required to be attached with a proposal?
Your proposal attachments are dependent on the Sponsoring agency requirements and on whether the proposal is using Grants.Gov system to system. Other attachments are required by UMBC administration. For guidelines or document attachments, see Documents Needed for Proposal Routing
How do I enter Tuition Payments in a Kuali Budget?
Use the Non Personnel Panel in a Detailed Budget. Enter the Expense item Category Type: Other Direct, Category: Other Direct Expenses, Object Code name Tuition.
Is F & A to be charged for a Federally Sponsored Project’s Participant Support Costs?
The Uniform Guidance states that Participant Support Costs are exempt from F&A in federally sponsored projects.
To enter in a participant support cost in Kuali, use the Non Personnel Panel in a Detailed Budget. Enter the Expense item, depending on the cost needed under Trainee/Participant Costs.
For Non-Federal awards, sponsor-specific and/or award-specific guidelines should be utilized to determine if F&A is allowable on the Participant Support Costs. If there is no sponsor‐specific or award‐specific guidance, then the full F&A rate for the award should be charged. Contact your OSP Grants Manager for more information on how to enter Non-Federal Awards participant support F & A.
What is a pessimistic lock? Can someone still view a record if it is being updated or used by someone else?
This is a type of lock placed on a record to prevent other from updating that record. Users will get a message the the record is locked and will give the name of the user who is currently updating the record. Records can still be viewed. To unlock a record, navigate to the “Pessimistic Lock” menu option, and use the delete function. This will unlock the record. A Pessimistic Lock also occurs when a user forgets to close the record, or has not signed out of the system when the record is active. Locks are removed from all records after 24 hours.
The links at the bottom of my Kuali notification email are not active. Is this a problem?
This is a known issue in Kuali queue and the software company is working to make the links active regardless of the browser used. If your link does not work, cut and paste the link into your browser window.
When I close my Proposal Budget, the system takes me out of my proposal too! How can I stay in my proposal continue working?
The Close button will take the user out of the proposal budget and the proposal. If the user wishes to stay in the proposal, use the “Return to Document” button, then and navigate back to the proposal, using the “Return to Proposal Arrow at the top of the left-hand navigation panels.
How do I update an individual’s phone number in Kuali?
The steps that should be followed to update an individual’s phone number(s) in Kuali are:
- Log into my.umbc.edu
- Click the icon of True Grit ( the dog in the circle or your profile picture) in the upper right corner of the screen
- Click View Profile
- In the “About” box on the right half of the page, click “View More”
- Under the “Personal Info” section ( about half way down the page ) click the “Edit” hyperlink in the Phone Numbers section
- If there is a row in the Phone Numbers table with a Phone Type of “Campus”, enter the desired phone number in the Telephone column and press Save, otherwise
- Click the Add A Phone Number Button, Select “Campus” as the Phone Type, enter the desired phone number in the Telephone column and press Save
Can you associate multiple accounts with one award?
Yes. Depending on how the accounts are set up, an award is distributed across multiple units. UMBC is still using PeopleSoft to manage expenses. Kuali will be used to create proposals and the initial award notice.
For more details, contact OSP at email@example.com