Overview
Instructions for Sponsored Project Officers on how to conduct a full review for approval and submission of a System-to-System proposal in Kuali Research Proposal Development.
Steps To Take
- Confirm the Sponsor in the Proposal Details screen
- Confirm if there is a Hard Deadline and the Proposal due date by navigating to the Sponsor & Program Information section
- Confirm the Opportunity ID in the S2S Opportunity section in the first Opportunity Tab
- Use the Opportunity ID to search for the Solicitation
- In the S2S Opportunity section, click into the Forms tab to review the list of required and included forms to confirm what should be reviewed in the Solicitation.
- In the Key Personnel section, confirm the Principal Investigator then confirm the status of the Annual Disclosure
- In the Compliance section, confirm the compliance entries (if any) reflect the Principal Investigator's Compliance Questionnaire answers
- In the Attachments section, open and review the attachments to confirm the content aligns with solicitation (ex: any special language required in Research Plan)
- Confirm if the Biosketch and Scope of Work note any Foreign Engagement. If Foreign Engagement is noted, it should be noted in the Lead Principal Investigator's Compliance Questionnaire
- Review all the attachments by clicking into the different tabs (Proposal, Personnel, Abstracts, Internal)
- Review the Notes tab to view any notes from the Research Administrator
- Navigate to the Budget section and click into the Budget that is marked 'Include for Submission'
- In the budget, review the line items of the Detailed Budget by navigating to both the Assign Personnel to Periods tab and the Non-Personnel Costs tab.
- Check for IDC and Cost Sharing to ensure costs are correct
- In the Summary/Submit section:
- If updates need to be made, click Return and provide feedback in the Return reason text box and/or attach a file with notes
- If ready to submit. click Approve then click Submit to S2S