Contract & Grant Administration and Kuali Research Administration (KRA) April 10, 2006 Jim Becker.
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Transcript of Contract & Grant Administration and Kuali Research Administration (KRA) April 10, 2006 Jim Becker.
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Contract & Grant Administrationand
Kuali Research Administration (KRA)
April 10, 2006Jim Becker
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Overview
• KRA/IU ERA Functionality– Proposal Routing Form– Proposal Budget Development
• Kuali/FIS Functionality– Documents: Proposal, Award, Account, Budget– Maintenance: Subcontractor, Agency, Project
Director, Research Risk– Inquiries: Proposal, Award, Account
• Data Warehouse/Reporting Environment
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KRA/ERA
• Modular design– Budget Development – Routing Form– Human Subjects– Maintenance
• Integrated with FIS– Personnel, salaries, agencies, subcontractors,
Project Directors.• In the works: CoI, Animal Subjects,
Grants.gov.
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KRA Budget
• Automatic calculations– Subtotals, totals, fringe benefits, indirect costs– Builds inflation into out-year budgets
• Maintenance tables– Fringe benefit rates– Indirect cost rates
• NIH Modular budgets• Multiple XML output formats (pdf)• The Budget subcategories map to FIS object codes
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KRA/ERA Routing Form
• Links to university tables for org hierarchy and user information
• Electronic routing via OneStart Workflow• Default approvers by org hierarchy• Ad-hoc approvers as necessary• PDF output• Automatically feeds the FIS proposal
document when fully approved
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Kuali/FIS C&G Functionality
• Proposal Maintenance Document• Award Maintenance• Account Maintenance• Budget Adjustments• C&G Tables Maintenance Screens• Cost Share• Effort Reporting• Inquiries in FIS
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Proposal Maintenance
• Collects general information• Project director, organization (campus,
department), time frames, subcontractors, etc.
• Manually entered by pre-award staff, or• Automatic entry by ERA system
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Proposal Maintenance
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Proposal Details
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Award Maintenance
• A separate table from the Proposal (allows differences between Proposal and Award)
• Pulls data from the Proposal table• Specific data (C&G administrator, LOC
information, etc., associated account numbers)
• Manually entered by C&G (post-award) staff
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Award Maintenance
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Award Details
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Award Accounts
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Account Maintenance
• C&G accounts are like other accounts• C&G specific fields include F&A rate,
exclusions, Higher Ed. Function Code, etc.• Separate accounts for on/off campus
components, multiple departments, etc.• Linked to the Award, and therefore to the
Proposal
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Account Responsibility
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Account – C&G Specifics
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Account – C&G Specifics
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C&G Budget
• Captures the awarded budget• Budgets for each associated account• Budgeted at the object code level• Sub-accounts allow budgets for multiple
purposes, including cost share
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Maintenance Screens and Reference Tables
• Project Director• F&A Rates• Exclusions• Agencies• Subcontractors• Research Risk• Effort Reporting• Many others
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Cost Share
• Utilizes existing sub-account structure• Sub-account is linked to a departmental
account• Encumbrances on the CS sub-account are
mirrored on the departmental account• Expenses on the CS sub-account are
reimbursed nightly by the departmental account
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Cost Share
C&G Account
Cost Share Sub-Account
Department Account
Expenses – charged to a
Cost Share Sub-Account
Cash
Cash is transferred
nightly to cover all cost share
expenses incurred that
day.
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Sub-Accounts
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Effort Reporting
• After-the-fact confirmation• Batch process creates the initial reports• Routed through FIS for Fiscal Officer (or
delegate) approval• Modifications to an effort report spawn
salary transfers• Manually re-created reports are available as
well
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FIS Effort Report
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Query Capability
• C&G Inquiries Page• Proposal-Award-Account all linked in the
lookup screens• Account and budget are linked• Query capabilities (parameters)• Document search capabilities
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C&G Inquiry Screens
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C&G Cash Management
• Utilizes the FIS AR system for invoice payments
• Non-AR payments also processed via AR using the Cash Control document
• Queries calculate the agency-specific LOC draw-down amounts daily
• Batch process distributes LOC income to the C&G accounts monthly
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Reporting Environment
• De-normalized Data Tables• Pre-Defined Queries• Standard Monthly Reports (Reports
Viewer)• Project Director Reports• Digests