Research

This report includes summaries of Award and Proposal data from Kuali Research allowing the user to filter by Lead Unit or Financial Unit Award 5-year Summary Award rankings by Financial Unit List of awards Proposal 5-year Summary Proposal rankings by Financial Unit List of proposals

Consumers can pull Award records using data elements, filters and parameter from Kuali Research.  Only Principal Investigator is included in data structure. Other investigator roles are excluded. UCSD Award Number - Base Award OP Reporting Date UCSD Award Sequence Number Sponsor Award Number Award Modification Number Award IP Number Award Principal Investigator Name - Full Major Agency Award Agreement Type Award Transaction Type Award Lead Unit Award Organization Name and Code Award Title KR Award Clinical Trial Flag KR Award Clinical Trial Protocol Type Award Overall Start Date Award Overall End Date Award Budget Period Start Date Award Budget Period End Date Award Sponsor Code Award Sponsor Award REMS Sponsor Agency Award REMS Sponsor Category Award Prime Sponsor Award Prime Sponsor REMS Sponsor Agency Award Prime Sponsor REMS Sponsor Category Direct Cost Indirect Cost Total Cost A tool for research administrators to query awards from Kuali

For an individual investigator, this report will provide a list of current awards (where the award end date >= today) and proposals with pending statuses in the last 2 years. IP Number Investigator Role Sponsor Number UCSD Award Number - Base Start Date End Date Sponsor Code Sponsor Organization Code Organization Name Title Direct Cost Indirect Cost Total Cost Investigator Percent Effort - Total Investigator Percent Effort - Summer Investigator Percent Effort - Calendar Year Investigator Percent Effort - Academic Year A tool for fund manager or other research administrators to query current awards and pending proposals by investigator

Tab 1: This Dashboard shows a Comparison of Award Obligated Totals for Previous Fiscal Year vs Current Fiscal Year, by VC Area. Tab 2: This Dashboard shows a comparison of Award Obligated Totals for Previous Fiscal Year vs Current Fiscal Year by VC Area, Academic Unit, and Award Lead Unit.     Required Input No extraction criteria for this report. Fields VC Area Award Amount % of FY Total Fiscal Year

Quarterly snapshot of UCSD awards and proposals for the current and previous fiscal year. No extraction criteria for this report. Compare trends in year-to-date contract and grant research metrics to similar period in previous fiscal year. Research Metrics: Award and Proposal counts, totals and year-over-year change New awards and proposals Proposal Compliance Rate 14/5 Top Awards Segment Groups: Lead VC area, Lead Division/Department, Sponsor Major Agencies

This dashboard allows users to compare IDC rates across other institutions

“Kuali Active Awards” displays all active awards (award end date in the future) and award obligated total amounts. Many fields and filtering options are included in the report, along with summary metrics at the top. How many Active Awards are there What is the Award Obligated Total Amount  

This report allows research administrators to search for and review all modifications that have been completed in Kuali Research Award Module for all Sponsor Research Projects. This report contains many fields relevant to sponsor research agreements processed in Kuali Research Award Module. The report can be filtered by the following fields. Processed in Kuali Date: The default is based on transactions completed in the Last 2 weeks. However, the search filter can be applied in terms of Days, Weeks, Months, Quarters, or Years. Award Principal Investigator Award Lead Unit UCSD Award Number: Kuali Research Award Number Award PD Number: The Kuali Proposal development number for the Award. Gives Research Administrator the ability to search for and review all new awards and modifications that have been completed in Kuali Researach Award Module for all Sponsored research projects.

This report allows research administrators to search for and review all sponsored research projects that are ending or have ended within the last 5 years. Additionally, the report lists which reports are required as part of the award closeout process, along with report due dates and report submission dates. The UCSD Sponsored Researds closeout process started in February 2023, and the accuracy of closeout data will improve as engagement with the closeout process commences. This report contains many fields relevant to sponsor research agreements processed in Kuali Research Award Module. The report can be filtered by the following fields. Days Till End Date: there are various intervals pertaining to projects that are ending or have ended. Award Principal Investigator Award Lead Unit Sponsor Category: Filtered by default to Federally Funded Sponsors but it can be edited. Agreement Type(s): {Contract, Grant, Cooperative Agreement,Fellowship, Personnel Agreement} UCSD Award Number: Kuali Research Award Number Award PD Number: The Kuali Proposal development number for the Award. Gives Research Administrators the ability to plan/manage award closeouts, or determine if a no cost extension will be needed for a project with an end date approaching.

“Kuali Institutional Proposals Submitted” displays all institutional proposal records (proposal development records that have been submitted) created, and funded within specified fiscal year(s), along with proposed totals. Many fields and filtering options are included in the report, along with summary metrics at the top. How many proposals have been submitted within specified fiscal year The proposals total Of the proposals submitted, how many have been funded

This report allows research administrators to search for and review all Outoing subawards and corresponding Invoice totals  that have been either migrated or completed in Kuali Research Subaward Module. This report contains many fields relevant to sponsor research outgoing subaward agreements processed (or migrated) in Kuali Research Subward Module. The report can be filtered by the following fields. Subaward Active_Expired: The default is based on subawards that are Active (Overal End Date >= current date). However, one can still filter to Expired Subawards.  Subaward Number: Kuali Research Subaward number Subaward Requisitioning Unit Name: The campus unit requesting or managing the outgoing subaward. Award Principal Investigator Award Lead Unit UCSD Award Number: Kuali Research Award Number Subaward Recipient Organization Name: The organization receiving the subaward funds. Gives Research Administrator the ability to search for, review and track Outgoing Subaward Obligated Totals, Invoice Totals, Aging Invoice Totals (Invoices that have not been approved the he lead unit), and Subaward Available Amounts (Subaward Obligated Total- Invoiced Total). The report also identifies the Kuali Research Award that is funding the subaward, as well as the Funding Awards obligated total amount.

This report allows research administrators to search for and determine the status of Kuali Proposal Development records. The field PD Status Action can be used for filtering and determining if action is required by the Lead Unit, Sponsored Projects Office, or if record has been completed. Note that the report is filtered to PD Status Actions correspending to the Lead Unit/Department.  This report contains many Kuali Proposal Development fields. The report can be filtered by the following fields. Principal Investigator Lead Unit PD Status Action = {Department - Needs to Route PD record, Department - Needs to Update and Re-route PD record, SPO-Verify Record is Approved and Submitted, No Action Required - PD Record is Completed } PD Deadline Type={Hard Deadline, Internal Deadline} PD Number Gives Research Administrator and Sponsor projects offices the ability to review and manage proposal development records pending their action.

This report will provide a list of award transactions that have been processed in Kuali Research with a specified OP Reporting data, and specified Lead Unit(s), and/or Organization(s). Kuali Award Hierarchy Unit Award Lead Unit Award Lead Unit Code Award Organization Name and Code UCSD Award Number - Base UCSD Award Number - Full Sponsor Award Number Award Principal Investigator Name – Full Award Principal Investigator Home Unit Award Sponsor Award Prime Sponsor Award REMS Sponsor Category Award Title OP Reporting Date Start Date End Date Award Transaction Type Award Activity Type Award Agreement Type Award Obligated Total Cost Award Obligated Indirect Cost Award Obligated Direct Cost A tool for fund manager or other research administrators to query award transactions as reflected in Kuali.

This report will provide a list of instutional proposal transactions that have been processed in Kuali Research with a specified OP Reporting data, and specified Lead Unit(s), and/or Organization(s). A tool for fund manager or other research administrators to query institutional proposal transactions as reflected in Kuali.

This report will provide a list of Kuali Research proposal development records that have been created within a specified PD Create Date range, Lead Unit, and/or organization/financial unit. PD Number PD Agreement Award Type PD Created Date PD Deadline Date PD Deadline Type PD Requested Start Date PD Requested End Date PD Funding Opportunity Number PD Status PD Title PD Activity Type PD Budget Total Direct Cost PD Budget Total Indirect Cost PD Budget Total Cost PD Created By Email PD Created By Name - Full PD Principal Investigator Email PD Principal Investigator Name - Full PD Lead Unit PD Lead Unit Code PD Organization PD Organization Code PD Prime Sponsor Code PD Prime Sponsor PD Sponsor Code PD Sponsor IP Number IP Status A tool for fund manager or other research administrators to query proposal development records as reflected in Kuali.

"Outgoing Subawards-Invoices Outstanding Approval Aging" contains two tableau report tabs that will allow users to view aging Outgoing Subaward Invoices in a summarized form by requisitioning Unit, and at the invoice id detail level. Aging is defined as the difference in days from the "Subaward Invoice Initiated Date" to Today (present day), and is filtered by invoices aging greater than 30 days, or less than or equal to 30 days.   Two reports: Outgoing Subawards - Invoices Outstanding Approval Aging by Unit: Displays the count of invoices, the average age, and invoice total by requisitioning unit. Users are able to Filter by Age greater than 30 days. Outgoing Subawards - Invoices Outstanding Approval Aging: Displays the unique aging invoices, and invoice amounts for all requisitioning units. Report users are able to filter by Requisitioning Unit, and Age greater than 30 days. Gives Department Research administrators the ability to review and track aging invoices in Kuali Subaward module that need their approval.

Search for Protocol Numbers in Kuali Awards

This Dashboard contains multiple reports and is intended to answer various business questions in one place while providing direct links to individual records. Reports 1. Kuali Proposal Development Record Status: Use to search and find out if a proposal is pending department action, sponsored projects office action, or is complete. The report also contains links to the Kuali Research Proposal record, and several other informative fields.   2. Unfunded and Service Agreements - In Progress: Use to search and find out the Agreement Status (Pending-Compliances, Pending-Company, etc..) of Unfunded and Service Agreements in progress with OCGA and OCGA-SIO, as well as what compliances are pending, and the Contract and Grant Officer Assigned.   3. Research Awards - In Progress: Use to search and find out the Agreement Status (Pending-Compliances, Waiting for Response-Sponsor, etc..) of Sponsored Research Awards in progress with OCGA and OCGA-SIO, as well as which compliances are pending, and the Contract and Grant Officer Assigned.   4. Kuali Award Transactions Completed: Use to search for and view recent or older sponsored research award transactions by date the transaction was processed in Kuali or COEUS(legacy system) , as well has the transaction amount, and current award total. The report also contains links to the Kuali Research Award record incase you need to view additional award information, or obtain award documents.   5. Kuali Awards - Ending or Ended: Use to view list of sponsored research awards that will be ending or have ended by Sponsor Category; the default filter US Federal Government Agency sponsors but this can be edited as needed.   6. Kuali Outgoing Subawards Invoices: Use to search for outgoing subawards both Active(End date has not passed) and Expired (End date has passed), and view total obligated amounts , total invoice amounts, aging invoice amounts (invoice amounts that have not been approved in Kuali by the department), and Subaward Available Amounts. The report also contains Total Obligated Amount of the Kuali Award funding the subaward, as well as links to the Kuali Research outoing subaward record.   Also included as part of the Research Administration Activity Dashboard is a tab named Customized Report and Notification Instructions which provides step by step instructions for creating customized versions of the reports to fit your needs, as well as, instructions on how to subscribe yourself or others to these views for automatic notifications.   What is the status of my proposal and/or other research agreements? Are compliances pending, if so which ones? Which SPO Officer is working on it the agreement in case I need to follow up? What is the status of the award and has it been processed by the SPO yet?  What awards are about to end or have ended? What subaward invoices are aging? What are the available amounts for invoicing on my subaward? …and more

This report allows research administrators to search for and determine the status of Sponsor funded research agreements which are In Progress with OCGA and OCGA SIO. The field Agreement Status can be used for filtering and determining if action is required by the Lead Unit, Sponsored Projects Office, or Sponsor. Note this reports excludes NIH Fellowships managed by HSSPPO, and Sponsor Initiated & Industry Funded Clinical Trials managed by OCTA. This report contains many fields relevant to agreements In Progress. The report can be filtered by the following fields. Principal Investigator Lead Unit C & G Officer: The Contract and Grants Officer assinged to the agreement. PD Number Project Title Gives Research Administrator the ability review, and monitor the status of Sponsor funded research awards currently In Progress with OCGA and OCGA SIO.

This report allows users to look up existing sponsor codes Checks for sponsor codes in UCOP REMS feed that populates Kuali Look up existing sponsor codes Determine if a new sponsor code should be requested

This report allows research administrators to search for and determine the status of Unfunded and Service Agreements which are In Progress with OCGA and OCGA SIO. The field Agreement Status can be used for filtering and determining if action is required by the Lead Unit, Sponsored Projects Office, or Sponsor. Note this reports excludes HS Business Contracts Service Agreements, and OCTA Unfunded Agreements. This report contains many fields relevant to agreements In Progress. The report can be filtered by the following fields. Principal Investigator Lead Unit C & G Officer: The Contract and Grants Officer assigned to the agreement. PD Number Project Title Gives Research Administrator and the ability review, monitor the status of an Unfunded and Service Agreement currently In Progress with OCGA or OCGA SIO.