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CSU Kuali Days

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  1. CSU Kuali Days • Welcome to CSU Kuali Days! • Overview Session for: • RESEARCH OPERATIONS IN KFS • April-May, 2009

  2. Research Operations Training Team Members • Doug Leavell Sponsored Programs 1-7178 • Kathi Delehoy VP for Research 1-7194 • Pam Harrington VP for Research 1-3866 • Cathy Smith College of Engr 1-5914 • Ron Splittgerber Research Services 1-1555

  3. Accessing the Kuali Financial System • A link to the test site of KFS is provided on the B&FS website. • Effective July 1, 2009 access to KFS will be through the Campus Administrative Portal at https://cap.is.colostate.edu • Log in using your eID (name) • Log out using the X

  4. Important Reminders • KFS goes live on July 1st for FY 2010 • Training materials are available at http://kuali.colostate.edu and http://busfin.colostate.edu • Virtual Kuali Help Desks can be accessed by going to the CAP at https://cap.is.colostate.edu OR by clicking on the “Provide Feedback” found on most Kuali screens

  5. Important Reminders (cont.) • Please contact any training team member for assistance regarding this session • Registration for current Kuali training sessions is open until filled or completed • Hands-on training labs are scheduled June 1st - 5th and June 8th – 12th (additional information will be provided soon)

  6. Evaluations • Please complete the evaluation survey • - drop off in the session evaluation box • or • - with your training team member for this session • or • - return to Valerie Monahan: 6003 Campus Delivery

  7. Overview • What you don’t see • Cost Sharing FRS v. KFS • Subcode 5680 v. Budgetary Control • Indirect Cost • F&A Splits

  8. What you don’t see • Account Creates • Extending End Dates • Changes to Data Fields • Budget Adjustments • The Award Document and Authorizing Changes

  9. What you don’t see • Account Creates • Extending End Dates • Changes to Data Fields

  10. What you don’t see • Budget Adjustments

  11. What you don’t see • The Award Document and Authorizing Changes • Anyone can initiate changes in KFS • Routing and approval • Changes initiated outside Sponsored Programs will not be approved • Only the Sponsor can Authorize changes

  12. Cost Sharing • DEFINITION: Cost sharing, also referred to as matching, is that portion of the project costs not borne by the funding agency • Could be CSU contribution or 3rd party

  13. Cost Sharing FRS v. KFS • How it looks in FRS

  14. Cost Sharing, Cont’d • How it looks in KFS

  15. Cost Sharing, Cont’d New fields: Is there c/s for this acct? Y/N Is a cost share acct required? Y/N

  16. Cost Sharing, Cont’d • The SP-9* form can be attached and always available *Cost Share Account (CSA) Request

  17. Cost Sharing • KFS will be new, but all current CSU policies governing cost sharing still apply

  18. Subcode 5680 v. Budgetary Control • FRS ‘removes’ over expenditures at month end • Account appears to be within budget • FBM reports are confusing • Added workload to departments

  19. Subcode 5680 • All is not well • But it looks OK

  20. Budgetary Control • A KFS option that could reduce or eliminate over expenditures • For selected accounts only – those with no additional funding from sponsor • Applied on an account-by-account basis

  21. Budgetary Control

  22. Budgetary Control • No more confusing ePrint reports • Reduces the dept workload of removing individual transactions that created the over expenditure • Potential application for private sponsors considered ‘at risk’ by allowing expenditures only up to the amount of cash received

  23. Indirect Cost FRS KFS Applied as transactions post Account is always up-to-date Balance available shows what is truly left to spend • Applied to transactions at month end only • No true picture of account until month end • Difficult to know ‘how much I have left to spend’

  24. Indirect Cost • Coding is currently ‘under construction’

  25. F&A Splits • For now, business as usual

  26. F&A Splits

  27. What is Kuali Coeus? • Kuali Coeus is a web-based application designed specifically for the research administration process. Designed for both researchers and support staff. • Provides centralized process for creation, submission of grant proposals, award reception, reporting of performance, and close-out of grants.

  28. When is it coming to CSU? • Kuali Coeus will release version 2.0 in August of 2009. • This release includes solutions for Proposal & budget, Awards, Conflict of Interest, and IRB. • Implementation at CSU is targeted for Mid to End of calendar year 2010.

  29. Questions • Hmmmmm….