Kuali Research Questionnaire Form

When is Kuali needed?

• Letters of Intent (LOI) that need a Grant Officers signature
• LOIs that require a budget and/or Grant Officers signature
• Non funded collaboration that needs an agreement signed by Grants officer
• GSR fellowships (special case)
  • If the GSR would like to use their fellowship funds on campus, a Kuali is needed ahead of time before applying
  • If the GSR is unsure if they would like their fellowship funds to be paid to them directly or go to the University a Kuali should be submitted as a precaution in case, they do decide to have the funds used on campus
• ALL faculty proposals where funds are to be sent to UCR for research from another institution
• ALL faculty proposals where funds are to be sent to UCR for research from non UCR sponsors

When is Kuali not needed?

• GSR fellowships where the funds are directly given to the GSR, and they chose NOT to have funds come to UCR
• LOI that does not need Grant officer signature or budget
• No funds are coming to UCR to by lab
• When there are no agreements that need to be signed

Kuali timeline:

• Ideally, please notify your analyst the moment you decide you will be applying for a grant or participating as a sub to another institution
• Notify analyst at least two weeks prior to sponsor due date to prepare budget and provide them with a completed Kuali questionnaire form
• All finalized proposal documents should be sent to analyst 5 days prior to the sponsor due date. This gives the analyst 2-3 days to review all proposal documents/attach to application prior to submitting them to RED for their standard 2-day review requirement

                                                  When in doubt, contact your analyst!

New Hire and Rehire Template

Budget Justification Sample (TBA)

Person Months Conversion (Excel File)

Expenditures cannot be charged to an expired fund. When a fund is approaching an expiration date, your C&G analyst will contact you for a new Chart of Accounts (COA)
for recurring charges (such as fleet, communications, and payroll). This is also the case for funds that are getting a new budget increment. Expenditures CANNOT be charged until the new increment has been received and processed through the financial system, unless a pre-award has been established in advance. Additionally, if a fund is in deficit prior to receiving the new increment, the deficit must be removed.

TBA

If a PI is unable to complete the research in the time frame given by the agency, then they will need to work with their C&G analyst to prepare the agency’s required documents requesting a No-Cost Extension. No-cost extensions (NCE) must be processed at least 60 days prior to the expiration date of the grant. PI may submit thence through their sponsor portal. You may contact your C&G analyst if you need any assistance.

Principal Investigators (PIs) may request authorization to spend funds in support of a sponsored project in advance of receiving a notice of an award from a sponsor (Pre-Award). Pre-Award may temporarily fund 25% of an allocation prior to funding arriving on campus. Please forward communication from sponsor confirming the award commitment to your C&G analyst t and they can proceed with a PreAward Spending Request. 

More information on Pre-award

Please refer to Campus Policy #550-80 (PRE-AWARD POLICY) for additional Pre-Award policy and procedural information.

Who's Who on my Sponsored Project Chart 

Information to determine if award meets STIPEND criteria

UCR’s Rate Agreement

Undergrad and Grad Quarterly Fees