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Kuali Coeus User Group

Kuali Coeus User Group. Austin, Texas March 2011 Dennis J Paffrath Assistant Vice President for Sponsored Programs Administration. Coeus Subcontract Module. Subcontracts tab in Award Module.

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Kuali Coeus User Group

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  1. Kuali Coeus User Group Austin, Texas March 2011 Dennis J Paffrath Assistant Vice President for Sponsored Programs Administration

  2. Coeus Subcontract Module

  3. Subcontracts tabin Award Module • At UMB, if your proposal includes a subaward, the top half of this tab is completed in the Parent award when the award is set-up. • After the subaward agreement has been created and recorded in the Subcontract module, the progress will be noted in of the Subcontracts tab (highlighted in light blue). The sub $ amount and status -- “Active” or “In Progress” – are indicated. • In the example award (next slide), there is a subaward to JHU for $50,000 during this budget period.

  4. Subcontracts tabin Award Module View details about the subcontract by clicking on the sub line on the bottom half of the screen, which will take you to the Subcontract Module

  5. Search for a Subaward Record Open the Subcontract Module

  6. Search for a Subaward Record Enter data in one or more of the search fields Office of Research and Development

  7. Subaward Record Search Results • At UMB, there is a subaward record for each PO associated with the subagreement (e.g. PO for each budget period when there is a new Project ID # for each budget period) • Double Click on the subaward record to view it or highlight the record and click on “blue” edit to make changes

  8. Subaward Data in Medusa There are 2 subawards under this Award Click the subaward record numbers to see data about each subaward

  9. SUBCONTRACT TAB in SUBCONTRACT MODULE

  10. (SUBAWARD) FUNDING SOURCE TAB • Links to the Grandparent and each Parent that fund this subaward • Clicking on any line will take you to the Award Module record for that Parent

  11. (SUBAWARD) AMOUNT FUNDED TAB Each action is on a separate line Pdf of the signed subaward / modification is uploaded on each line. Click to view. Total Amount in this PO

  12. (SUBAWARD) AMOUNT RELEASED TAB Total amount authorized in this PO Balance available in the PO Each invoice is on a separate line Data is imported from eUMB Office of Research and Development

  13. (SUBAWARD) CONTACTS TAB Click on the Contact line to see address, phone, email info at bottom of screen Office of Research and Development

  14. (SUBAWARD) OTHER TAB Compliance Information about subaward

  15. Process at the University of Maryland Baltimore The future of Coeus 4.5 and Kuali Coeus 5.0 subcontract module and the idea behind the construction….. • Use of a web based system, eSuRF (developed using FileMaker Pro) to obtain data from Coeus Awards and collect data from the PI/Department Staff • Create a checklist • Create the entire FDP agreement

  16. eSuRF, helps accomplish creating the subcontract and maintains the FDP and long templates

  17. If this part is filled in correctly… Then this part will be filled in automatically

  18. Provide us with the regulatory areas and also the budgets and scope of work for this particular agreement

  19. Who are the contacts at the subrecipient’s organization…

  20. The complete data pulled in from Coeus Award module and the information filled in by the Department

  21. Navigating around the eSuRF system is easy.

  22. u ploaded documents Uploaded documents Office of Research and Development

  23. Checklist for all follow-up and completion of work. Office of Research and Development

  24. By clicking on Make FPD…a new form is created for the review of data and terms and conditions Make changes in these areas as needed

  25. Clicking on “Create and Send PDF” will assist you in creating the entire FPD agreement.

  26. This is the screen that will assist in creating the FDP 1. Clicking on radio button or box will create the necessary attachments 2. Click on uploaded web files to approve and attach to FDP 3. Click on “Make PDF” to create the entire FDP agreement

  27. PDF created with face page and all attachments

  28. Questions???

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