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<Insert New MIT Kuali Coues Logo> KC Kuali Coeus Overview An Introduction Demo Agenda A Brief Overview Research Administration Life Cycle Coeus to Kuali Coeus Kuali Coeus Module Overview Rollout Schedule Available


  1. <Insert New MIT Kuali Coues Logo> KC Kuali Coeus Overview An Introduction Demo

  2. 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 kc-help@mit.edu

  3. 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.  Kuali Coeus Overview kc-help@mit.edu

  4. Research Administration Life Cycle Each project follows a “cradle -to- grave” research life cycle - Proposal Negotiation Award Project Completion • Proposal • Contracts • Award Receipt Preparation • NDA • Acceptance • Reporting • Routing & • Other • Project Setup • Closeout Approval agreements that • Issue subs • Project Audit • Sponsor support research • Monitoring Submission/ Review Kuali Coeus Overview kc-help@mit.edu

  5. Benefits of Transitioning from Coeus to Kuali Coeus 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 Overview kc-help@mit.edu

  6. What’s in it for me? Current Coeus Current Coeus Lite Kuali Coeus Premium Users Users • Ease • No App to Download • All Coeus Modules – • Accessibility – Single Web-based Awards, Institutional • Consistency Application Proposals • Fewer Windows • Access to Medusa • Better Screens and • No need to upgrade Easier Navigation Coeus Lite to Premium Kuali Coeus Overview kc-help@mit.edu

  7. What is “ Kuali ” ? Community collaborators share Kuali is universities & colleges, best practices and this reduces partnering to build and sustain open- costs beyond legacy approaches to source software for higher education, by purchased software. higher education . Kuali members freely share Kuali Foundation is an organization to their work to help serve the pool resources to develop and sustain mission of colleges and software systems that better fit higher universities. 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. Kuali Coeus Overview kc-help@mit.edu

  8. Who is in the Kuali Community? Kuali Coeus Overview kc-help@mit.edu

  9. MIT KC Project Governance Structure Executive Sponsor Maria Zuber KC KC Systems Program Manager, Manager, KC Steering MIT DLC Carol Stephen Committee Working Wood Dowdy Groups • Assistant Deans • Pre-Award • VPF • Award • Risk & Audit • OSP Leadership • Faculty KC Project Team Kuali Coeus Overview kc-help@mit.edu

  10. What’s in it for me? Customizations and Leveraging Additional Functionality: Proposal Process Proposal Review Tool (Future 2015) Stipends and Tuition Cost Sharing (Summer 2015) Kuali Coeus Overview kc-help@mit.edu

  11. What’s in it for me? Customizations and Leveraging Additional Functionality: Award Management Improvements Sponsor Approved Budgets Cost Sharing (Summer 2015) Kuali Coeus Overview kc-help@mit.edu

  12. What’s in it for me? Customizations and Leveraging Additional Functionality: Overall User Improvements KC authorizations managed in the Roles Database PI and Admin View Online Help Kuali Coeus Overview kc-help@mit.edu

  13. Customized Researcher Dashboard Kuali Coeus Overview kc-help@mit.edu

  14. Proposal Details Kuali Coeus Overview kc-help@mit.edu

  15. KC Rollout Schedule Campus Training for Research Community April 2015. System will be live in May 2015! 2013 - 2015 Coeus to KC Implementation April 2015 Training & Help Desk Technical Work May 2015 GOLIVE Campus Migration of Coeus Data OSP Staff Preparation Functional Equivalence DLC Proposal Training Daily KC Proposal Classes Begins Training Preparation (T,W,Th) Customer Acceptance Advanced Budget Classes Testing All About Awards Demo All About Proposals Demo Kuali Coeus Overview kc-help@mit.edu

  16. Training Resources Other Training Resources Short Videos Training Guides Quick Reference Cards Kuali Coeus Overview kc-help@mit.edu

  17. 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 Kuali Coeus Overview kc-help@mit.edu

  18. What Classes or Demos should I Attend? Asst. Deans Campus Wide and DLC Power Research DLC Users DLC S2S Users Department Users Stakeholders Heads All About All About All About All About Proposals Awards Awards Awards All About Proposals Proposal S2S Proposal All About S2S Proposal Development Development Awards Development (Non-S2S) (Self-Directed) All About Routing Awards Advanced Advanced Advanced Approval and Budget Topics Budget Topics Budget Topics Workflow Kuali Coeus Overview kc-help@mit.edu

  19. How to Get Help kc-help@mit.edu System Online Help Drop In Sessions Kuali Coeus Overview kc-help@mit.edu

  20. How You Can Prepare Read Updates • Sign up for the research admin list serv: ra_ls@mit.edu 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 Kuali Coeus Overview kc-help@mit.edu

  21. Proposals Routing at “Go -Live ” 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!

  22. 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 7 th Deadline before May 1st ✓ Kuali Coeus Overview kc-help@mit.edu

  23. Training Registration Help? Contact the training group at training@mit.edu We look forward to seeing you there! Kuali Coeus Overview kc-help@mit.edu

  24. Kuali Coeus Overview kc-help@mit.edu

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