kuali coeus overview presentation - … •a brief overview –research administration life cycle...

<Insert New MIT Kuali Coues Logo>

An Introduction Demo

KC Kuali Coeus Overview

Agenda

• A Brief Overview – Research Administration Life Cycle

• Coeus to Kuali Coeus

• Kuali Coeus Module Overview

• Rollout Schedule

• Available KC Training and Resources

Kuali Coeus Overview [email protected]

Research Administration:A Brief Overview

$3 billion non-profit corporation.

Revenue from tuition and gifts, external research sponsors, federal government, industrial sponsors and foundations.

In FY 2014 MIT realized $678.4 million in sponsored research funds.

2700 active awards and 2600 proposal submissions.


Research Administration Life Cycle

Each project follows a “cradle-to-grave” research life cycle -

Proposal

• Proposal Preparation

• Routing & Approval

• Sponsor Submission/ Review

Negotiation

• Contracts

• NDA

• Other agreements that support research

Award

• Award Receipt

• Acceptance

• Project Setup

• Issue subs

• Monitoring

Project Completion

• Reporting

• Closeout

• Project Audit


Benefits of Transitioning from Coeus to Kuali Coeus

Kuali Coeus [email protected]

A single, web-based KC tool

• No application to download or install

• Includes all the functionality of Coeus Premium and Coeus Lite

Better User Experience

Access for faculty and staff through a business role based, web platform

Kuali Coeus

•Ease

•Accessibility

•Consistency

What’s in it for me?


Current CoeusPremium Users

•No App to Download – Single Web-based Application

•Fewer Windows

•Better Screens and Easier Navigation

Current Coeus Lite Users

•All Coeus Modules –Awards, Institutional Proposals

•Access to Medusa

•No need to upgrade Coeus Lite to Premium

What is “Kuali” ?

Kuali is universities & colleges, partnering to build and sustain open-source software for higher education, by higher education.

Kuali Foundation is an organization to pool resources to develop and sustain software systems that better fit higher education needs.

Kuali Coeus (KC) is the result of the partnership between the Kuali Foundation and Coeus Consortium and is based on Coeus functionality developed at MIT.

Community collaborators share best practices and this reduces costs beyond legacy approaches to purchased software.

Kuali members freely share their work to help serve the mission of colleges and universities.


Who is in the Kuali Community?


MIT KC Project Governance Structure

Executive SponsorMaria Zuber

KC Steering Committee

•Assistant Deans

•VPF

•Risk & Audit

•OSP Leadership

MIT DLC Working Groups

•Pre-Award

•Award

•Faculty KC Project Team

KC Program Manager,

Carol Wood

KC Systems

Manager, Stephen Dowdy




Proposal Review Tool (Future

2015)

Stipends and Tuition

Cost Sharing (Summer 2015)

Customizations and Leveraging Additional Functionality:

Proposal Process



Sponsor Approved Budgets

Cost Sharing (Summer 2015)


Award Management Improvements



KC authorizations managed in the Roles Database

PI and Admin View

Online Help


Overall User Improvements

Customized Researcher Dashboard


Proposal Details


KC Rollout Schedule


2013 - 2015 Coeus to KC Implementation

Technical Work

Migration of Coeus Data

Functional Equivalence

Training Preparation

Customer Acceptance Testing

April 2015 Training & Help Desk

OSP Staff Preparation

DLC Proposal Training Begins

May 2015 GOLIVE Campus

Daily KC Proposal Classes (T,W,Th)

Advanced Budget Classes

All About Awards Demo

All About Proposals Demo

Campus Training for Research Community April 2015.

System will be live in May 2015!

Short Videos Training Guides Quick Reference Cards

Other Training Resources


Training Resources

Kuali Coeus All Training Courses


Course Name Type of Class & length Available

Kuali Coeus Overview Demo - 1 hr. Feb 2015

All About Proposals Demo - 1 hr. April - Aug 2015

Proposal Development (Non-S2S) Hands on Training Class - 1 day April - Sept 2015

S2S Proposal Development Hands on Training Class - 1 day April - Sept 2015

S2S Proposal Development (Self-Directed) Hands on Training Class - 3 hr. April - Sept 2015

Advanced Budget Topics Hands on Training Class - 3 hr. May - Sept 2015

Routing, Approval And Workflow Demo - 1 hr. April - May 2015

All About Awards Demo - 1.5 hrs. April - Aug 2015

What Classes or Demos should I Attend?


Campus Wide Research

Stakeholders

All About Proposals

All About Awards

Asst. Deans and

Department Heads

All About Proposals

All About Awards

Routing Approval and

Workflow

DLC Users

All About Awards

Proposal Development

(Non-S2S)

Advanced Budget Topics

DLC S2S Users

All About Awards

S2S Proposal Development


DLC Power Users

All About Awards

S2S Proposal Development (Self-Directed)


How to Get Help


[email protected]

System Online Help

Drop In Sessions

How You Can Prepare


Read Updates

• Sign up for the research admin list serv: [email protected]

Look for Training Opportunities and sign up for training via Atlas https://atlas.mit.edu

Attend Demonstrations & Drop in Sessions

Check MIT Coeus Website -http://osp.mit.edu/coeus

mailto:[email protected]

http://osp.mit.edu/coeus/

May 1 -Coeus down at 5 pm

May 4 –KC up at noon!

Proposed Plan:• For all proposals due by May 7 (NIH Deadline) – submitted to sponsor by May 1!• Any proposals routing on May 1 will have to be rejected back to DLC. After

migration, they will “bypassed” to last location for final routing and submission in KC – not recommended!

Proposals Routing at “Go-Live”

In Conclusion


Kuali Coeus is coming May 4!✓

Kuali Coeus is an Upgrade from Coeus with new features and easier to use ✓

Coeus Lite & Coeus Premium Retire on May 1✓

Please sign up for Training and Demos using LMS ✓

Submit NIH Proposals May 7th Deadline before May 1st✓

Training Registration Help?


Contact the training group at [email protected]

We look forward to seeing you there!

mailto:[email protected]

kuali coeus overview presentation - … •a brief overview –research administration life cycle...

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