Kuali Research. Simplify administration and compliance, maximize funding, and make more informed decisions.

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1 Kuali Research Simplify administration and compliance, maximize funding, and make more informed decisions.

2 OVERVIEW Kuali provides full online research administration and compliance management to simplify processes and improve insights for all institutions, from Primarily Undergraduate Institutions to very large research organizations. Our cloud-based solution is affordable and easy to implement, so it delivers value quickly. With Kuali Research, you will streamline processes with automated workflow and create a single repository for proposal, award, conflict of interest disclosures, and protocols information. Our out-of-the-box reporting provides administrators and departmental users with the tools to use this rich information to gain important insights and make more informed decisions. Copyright 2017 Kuali, inc. All rights reserved kuali.co (760)

3 Key Benefits Accomplish more and make an impact while saving time by simplifying processes for: Winning proposals with easy online access, workflow, and proven Grants.gov integration Tracking and managing award obligated and anticipated amounts through the entire award period then post information to any financial system Submitting, reviewing and tracking of Conflict of Interest (COI) disclosures Securing ethics approval of human and animal protocols so that researchers can start their studies as soon as possible Make informed decisions with insights that come from a single source of comprehensive and accurate data about the entire research lifecycle from proposal & award to compliance. Delight users with a continuously-improving product led by the world s leading research administrators in the Kuali community. Realize benefits quickly with a cloud-based solution that makes getting started easy. Reduce IT dependence by tapping into the economies of scale with our cloud & easy integration with your campus HR, finance, and authentication systems. What You Get Kuali solutions are tailor-made for research administrators and compliance officers, built in partnership with research professionals facing the same challenges you face today. With Kuali Research, you get: Online pre-award and post-award management Integrated compliance management including conflict of interest (COI) disclosures and human and animal protocols A set of preconfigured reports and ad-hoc reporting Integration with campus authentication, human resources, and finance Business process analysis, configuration, and training Cloud delivery and continuous improvements (no costly, disruptive upgrades) Unlimited functional and technical support Copyright 2017 Kuali, inc. All rights reserved kuali.co (760)

4 Key Features Pre-award Management Proposal & budget development Institutional proposal Questionnaire Grants.gov Negotiations Online proposal development with automated routing and approval workflows. Record completed works that have been submitted to a sponsored funding organization. Gather info for data analysis or to populate forms. Can be used to trigger conditional workflow. Create and submit a Grants.gov proposal "system-to-system" (S2S). Manage negotiations for a proposed research project or for other locally defined activities. Post-award Management Award Report tracking Subaward Maintain details on awards and subawards, including a complete history of every change made from sponsor funding notice through closeout. Tracks due dates and maintains the status for required award reports. Tracks details on the subrecipient and the authorized funding level. Conflict of Interest User-friendly disclosure Thorough COI review The researcher is taken step-by-step through the process so that they only have to provide information required based on their financial interests, activities, and research projects.. COI administrators and reviewers can provide specific comments and dispositions. Admins can upload and track management plans and require revisions to disclosures to ensure compliance. Copyright 2017 Kuali, inc. All rights reserved kuali.co (760)

5 Integration with proposals, awards, and protocols Travel log Kuali proposals, awards, and protocols are populated into researchers COI disclosures. COI disclosure status and disposition are displayed for research personnel in proposals, awards, and protocols. Researchers can log their travel activities on an ongoing basis. The travel logs are then pulled as entities the next time the researcher updates their disclosure. Protocols Single portal for animals and humans Form designer Streamlined review process Committee and meeting management Manage human and animal protocols with the same portal. Use a single solution to manage both IRB and IACUC compliant ethics review processes. Easily create protocol templates that make protocols more likely to be complete and ready for review on the first submission. Field-level commenting and the ability to compare specific changes between protocol versions maximize efficiency in the protocol application, review, and post-approval processes. Manage committees and meetings. Prepare and share agendas, minutes and correspondences directly from the application. Additional Product Features Cloud Delivery Kuali delivers Kuali Research from its secure higher education-focused cloud, freeing your institution from many of the deployment and management obstacles associated with complex enterprise applications. With Kuali Research, there is no hardware to procure, no space in the data center to establish, and no deployment and maintenance tools or processes to develop. Kuali is able to quickly provision your environment in our proven cloud architecture to accelerate your implementation and focus on your business requirements. Reports Kuali SaaS customers have access to an existing and growing library of both canned and ad-hoc reports. Customer feedback is critical in determining additional reports. New reports are automatically delivered to customers via the Kuali continuous delivery pipeline. Kuali Research also includes an Award Report Tracking function which is specifically for generating automatic notifications based on upcoming due dates of deliverables. Copyright 2017 Kuali, inc. All rights reserved kuali.co (760)

6 System Integration Kuali Research provides integration with your campus authentication system, human resources system, Grants.gov, and financial system. Support and Upgrades As part of our subscription services, Kuali provides ongoing delivery of your cloud application services, as well as user and technical support. Our support staff are experts in research administration and the technical and functional capabilities of Kuali Research. Kuali will manage ongoing performance, security, reliability, and protection from disaster. This leaves your IT team with more time to focus on other strategic campus initiatives. As business requirements evolve and government forms and regulations change, Kuali s subscription services keep you current with the latest software improvements, including regulatory updates. Our continuous delivery model ensures that you always have the most secure, highest-performing software, and that your users always have the best, most productive and easy-to-use tools to do their jobs. Community Kuali Research is the product of the collaborative efforts of more than 40 higher ed institutions and is developed specifically for higher education. Institutions including MIT, the University of Maryland and Colorado State University have contributed to its development and design. These institutions provide a very strong support network available to all members of the Kuali community. All Kuali Research customers can engage with the Kuali community by becoming a member and helping set product development priorities through participation in the Executive Steering Team and/or User Groups. Lowest Risk Our community and open source model minimize risk to help protect the long-term interests of our customers. We uniquely ensure that not only is your data your own, but that the software you need to make use of it is, also. Coupled with a community of more than one hundred engaged institutions, this provides a level of assurance unmatched by other companies. Copyright 2017 Kuali, inc. All rights reserved kuali.co (760)