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Note
titleChanges in Progress

Effective June 1, 2022, graduate sponsored proposal submissions and award setup will route directly to OCGA.

The Division of Graduate Education FSU is working closely with OSI and OCGA to update workflow and customer resources (web pages, collab spaces, FAQs, etc.).  Our teams will be working together to announce/communicate the details of these changes more broadly in newsletters and various meetings/town halls very soon!

We thank you in advance for your patience and look forward to working together in support of our students and campus partners to bring in additional fellowship and research funding for our amazing graduates!

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Warning
titleGraduate Students Must Work with Home Department Staff or PI Fund Manager

Graduate students cannot create/submit Kuali Records on their own. Please see the "Who Can Create a Kuali Record" section below for more information.

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titlePreparing Proposals (Research Affairs Guidance & Resources)

Before taking any action, please become familiar with the information and resources at: Preparing Proposals (Blink)

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titleWhat is Kuali Research?

Kuali Research is the campus system used to submit sponsored funding proposals and facilitate award setup. For more information, see Kuali Research (Blink).

For questions or technical support, please submit a ticket to the UC San Diego Support & Services Research Portal or email researchadmin@ucsd.edu.


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titleWhy should a Kuali Record be created?

Proposals must be created and processed through Kuali Research in order for the designated Sponsored Research Office to review and submit to the sponsor.

If a proposal submission or application is successful and the student is selected for the award, a Kuali Record will be required to process the notice of award (NOA), award setup, contract setup (including invoicing and/or posting the cash receivable from the sponsor), project setup (required for posting expenses to financial ledgers), and AIDIDs (required for processing stipend/fee payments).

Kuali records also track how many students are submitting applications (and to what sponsors), and, to ensure a smooth award life cycle (NOA > Contract > Cash Receivables > PTAF > AIDID).

For more information, please also see the August 15, 2022 Campus Notice Changes in Administrative Support of Graduate Student Extramural Funding


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titleWhen should a KR record be created?

The complete, finalized KR record is required ahead of the sponsor deadline. 

Refer to important Proposal Submission Timelines guidance to ensure your proposal receives institutional review by the SPO and is submitted accurately and by the sponsor deadline.


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titleWhat is the internal deadline for submission?

See "When should a KR record be created" above.


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titleWho can create a Kuali Record?

A UCSD staff member must create/complete the Kuali record on behalf of the graduate student, and work with the graduate student / OCGA to coordinate proposal submission.

If any of the below-mentioned parties require training or access, click the respective hyperlink. 

  • If a faculty mentor is formally included as a key person on the proposal to the agency, it is a common practice that the faculty mentor's fund manager will create the Kuali Record for the student applying for the fellowship. 
    • Ex: NIH F31, American Heart Association Predoctoral Fellowship
  • If a faculty mentor is not formally identified on the proposal, a fiscal or research department contact (like an research assistant, financial manager, MSO or graduate coordinator) within the student's academic home department will create the Kuali Record for the student applying for the fellowship.
    • Fulbright-Hays DDRA, Dolores Zorhab Liebmann, etc.


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titleHow is a Kuali Record created? Are there specific selections for graduate fellowship or research?

Our partners at OCGA are currently working on a full KBA (Knowledge Base Article) to provide step-by-step guidance - we'll post it as soon as it is published!

Until then: Please refer to the general instructions (Kuali Research (Blink)), and once the record is created, check Fellowship for graduate student box in the questionnaire. The record will be routed to the designated OCGA officer for review/approval and submission.


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titleDo I need to submit an "intent to apply" form in addition to the Kuali record?

No. A UCSD staff member (see "Who can create a Kuali record" above) will initiate a Kuali proposal development record on the student's behalf to express intent to apply. 


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