About Kuali Research
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The Kuali Research system went live on January 21, 2020. Visit the Kuali Research (KR) website for current system information and support.UC San Diego consistently ranks as one of the top universities in the world, and with $1 billion a year in research funding (and proposals of over $4 billion), it often finds itself on the leader board for top research institutions. Research Administration Systems is the area of the Enterprise Systems Renewal program (ESR) focused on sponsored research systems and business processes that support this impressive enterprise.
After an extensive vetting process with the help of sponsored research representatives from across the campus, Kuali Research was selected as the product UC San Diego uses to support its $1 billion a year sponsored research efforts.
Kuali Research offers these sponsored programs modules:
Pre-Award
- Proposal Development
- Institutional Proposal
- Negotiations *New*
Post-Award
- Awards
- Subawards *New*
Note: The modules above were included in Kuali Research project. See Kuali Institutional Review Board (Kuali IRB) and Kuali Conflict of Interest (Kuali COI) projects for more on those modules.
Guiding Principles
We strive to develop processes that support a new culture and business models for the next generation of UC San Diego research administrators. Through process improvements, we are laying down the groundwork for years to come.
- Be open to change: recognize that change may be necessary to improve processes.
- Continue process improvement: change is a process where employees will acquire new skills, knowledge, and abilities through a transition phase to arrive at a desired new way of operating.
- Support a new culture of quality: understand and thoughtfully design new processes which build a foundation for new capabilities and long-term impacts that may not be immediately visible.
- Encourage feedback and critique: conduct 'demand-driven' process improvement by listening to affected experts.
- Follow industry best practices: recognize the expertise of the selected industry experts and only deviate after review from Lean Six Sigma team and Governance.
Project Sponsor
|
Sandra A. Brown Vice Chancellor for Research |
 |
Project Governance
Project Governance provides leadership support to the project team and ensures decisions are made in accordance with Guiding Principles.
Governance members make certain the project is operating within stated constraints (budget, schedule, scope, etc.) and monitors risks and associated mitigation efforts.
| Escalation | Role |
|---|---|
| Faith Hawkins | AVC Research Affairs |
| Gene Hasegawa | Chief Operating Officer, VC Health Sciences |
| Patrick Callahghan | AVC Scripps Institute of Oceanography |
| Governance Members | Role |
| Linda Collins (Chair) | Contracts & Grants |
| Maryam Attari | Academic Affairs Research Administration |
| Eric Mah | Clinical Trials Administration |
| Angela McMahill | Research Compliance |
| Erika Wilson | Health Sciences Research Administration |
| Marissa Prough | Post Award Financial Management |
| Ji Song | User/Departmental Representative |
| Ross Dammann | Contracts & Grants |
Project Team
The Kuali Research project team represents not only supported the implementation of the Kuali Research product, they also supported the campus community and Kuali users throughout the project with process change support and training.
Project Phases
| Project Phase | Description | Anticipated Timing |
|---|---|---|
| Initiate | Discuss resource needs; Finalize statements of work and discuss prioritization of domain implementation. Conduct readiness assessments and impact analysis. Identify and begin building sponsor coalition; Select and prepare change management team. | Oct 2017 - Dec 2017 |
| Plan | Project team engages vendor partners in planning, including for design teams. Identify and address anticipated resistance; Communicate why change is happening. | Jan 2018 - March 2018 |
| Design | Business Process Review (SME involvement begins); Data Integration design. Prepare and equip managers and supervisors. Continue communications and sponsorship activities. | April 2018 - April 2019 |
| Configuration & Prototype | Developing and configuring the system and processes; developing Data Integrations. Launch group and coaching sessions; Reinforce key messages. | Aug 2018 - April 2019 |
| Validate | Iterative system testing cycles; Validating and testing the system and processes. Continue communications and sponsorship activities. Identify training requirements and develop training. | May 2019 - Dec 2019 |
| Transition | Robust end user training. | Dec 2019 - Jan 2020 |
| Go-Live | New system is launched! | January 21, 2020 |
| Realization | Deploying and monitoring the system and processes with vendor support; Continue communications, sponsorship and coaching activities. | Jan 2020 - March 2020 |
| Stabilization | After go-live, the stabilization period is typically three to six months. Continue communications, sponsorship and coaching activities. | April 2020 - June 2020 |