Creating an S2S Proposal in Kuali Research

This guide provides a concise, step-by-step process for creating and submitting a System-to-System (S2S) proposal in Kuali Research for submission to Grants.gov. For more complex scenarios, refer to the searchable PDF guide. Instructional videos are available for adding key personnel and managing compliance entries.

1

Start a New Proposal

  • Go to Common Tasks and select Create Proposal.
  • Enter the required details:
    • Opportunity ID (required for Grants.gov submissions)
    • Proposal Type
    • Lead Unit
    • Activity Type
    • Project Start/End Dates
    • Proposal Title
    • Sponsor Code (use Lookup to find the correct sponsor)
  • Click Save and Continue to generate a Proposal Number.
 
2

Add S2S Opportunity Details

  • Open the S2S Opportunity tab.
  • Enter the Opportunity ID and click Search to retrieve details from Grants.gov.
  • Select the correct opportunity and click Save and Continue.
  • The Forms tab will auto-populate with mandatory and optional forms.
 
3

Enter Sponsor & Program Information

  • Enter Sponsor Deadline, Deadline Type, and Award Type.
  • Check Subawards if applicable and attach the Subrecipient Commitment Form.
  • Click Save and Continue.
 
4

Add Key Personnel

  • Open Key Personnel panel and click Add Personnel.
  • Add the Principal Investigator (minimum requirement) and assign roles.
  • Verify details, assign units, and ensure Credit Allocation totals 100%.
    Refer to the instructional video for adding key personnel.
 
5

Complete Questionnaires

  • Answer all required questions.
  • For S2S opportunities, complete the additional Grants.gov questionnaire.
  • Click Save and Continue.
 
6

Add Compliance Information

  • Click Add Compliance Entry and select the type.
  • Choose the appropriate Approval Status.
    See the instructional video for managing compliance entries.
 
7

Upload Attachments

  • Upload required documents under the Internal tab, such as:
    • Proposal Narrative
    • Budget Justification
    • F&A Agreements
    • Subrecipient Forms
  • Click Save and Continue.
 
8

Build the Budget

  • Follow the Building a Detailed Budget guide to create your budget.
 
9

Submit and Track the Proposal

  • Review all sections for accuracy.
  • Click Submit for Review to begin the approval process.
  • Use View Route Log to track the proposal's status.
 

PDF

Notes and Hints

  • Opportunity ID:
    Ensure the correct ID is entered; wildcard searches are not supported.
  • Subawards, Cost Share, Modular Budgets:
    For more details on these topics, refer to the searchable PDF guide.
  • Proposal Tracking:
    After submission, your proposal will be assigned to a Proposal Analyst for review. Visit Sponsored Programs Office for more information.