Required fields for saving (those marked with an asterisk *) may be edited once the proposal has been saved. To edit or enter into the field you have the following field types:

• Drop-Down: scroll through the options and highlight your selection
• Date: click in the field to activate the calendar tool (either use the tool or manually enter date)
• Text: click in the field and edit the existing text
• Lookup: click in the field and use the lookup tool to locate the item

The proposal will remain editable while saved but once submitted into routing for approval it will be locked down.  If the proposal is returned to the initiator for edit during the workflow review, it will become editable again.

• Proposal type - Used to identify the type of proposal (e.g. New, Resubmission, Revision, etc.).
• Lead Unit - The unit/department assigned to a proposal. (Proposal Creator Access is managed in KSAMS. Refer to the Logging In section for instructions on obtaining Proposal Creator and/or Admin Contact role access in KSAMS.)
• Activity Type - The university functional area for this proposal.
  • Basic Research
    Research that is directed toward increase of knowledge in science wherein the primary aim of the investigator is a fuller knowledge or understanding of the subject under study, rather than a clear or direct practical application thereof. This includes analytical and experimental activities that primarily seek to increase the understanding of fundamental phenomena. The end product is usually a report, although experimental hardware may be involved. In basic research, the particular use of the knowledge is not foreseen or identified at the beginning of the effort.
  • Applied Research
    Consists of the effort that: 1) normally follows basic research, but may not be severable from the related basic research; 2) attempts to determine and expand the potentialities of new scientific discoveries or improvements in technology, materials, processes, methods, devices, and techniques; and 3) attempts to "advance the state of the art". Applied research involves the study of phenomena relating to specific, known needs in connection with the functional characteristics of a system. Applied research does not include any efforts where the principal aim is the design, development, or test of specific articles or services to be offered for sale, which are within the definition of the term development.
  • Developmental Research
    The systematic use and practical application of investigative findings and theories of a scientific or technical nature toward the production of, or improvements in, useful products to meet specific performance requirements, but exclusive of manufacturing and production engineering. The dominant characteristic is that the effort be pointed toward specific problem areas to develop and evaluate the feasibility and practicability of proposed solutions and determine their parameters. Development includes studies, investigations, initial hardware development and ultimately development of hardware, systems or other means for experimental or operational test.
  • Other Research
    Used only if a research project cannot be classified as basic, applied, developmental, or clinical trial research.
  • Training
    For the purposes of reporting to Office of the President, this category means the conduct of scholarly, professional or occupational instruction for matriculated students or University employees in forms such as classes, seminars, workshops, conferences, etc. This category includes sponsorship of students or employees who are "in training" primarily but not exclusively at the graduate and postgraduate levels. The scope of this code also includes sponsored training awards made to The Regents which provide for selection of student recipients by academic departments, and the institutional support which is either included in the training grant or is applied for and awarded separately. Excluded from this group and from this contract and grant information requirement are fellowships or other similar awards made directly from sponsors to students, and Student Aid programs.
    Awards and proposals that require both the development of training materials and the conduct of training as part of the same award should be identified as Training, (Category 5).
    Awards and proposals that are primarily for development of training materials and curricula should be identified as Developmental Research, (Category 3).
    Training projects that are intended for the training to be conducted by the University for presentation to and for primary benefit to the public, i.e., individuals or groups external to the University, should be identified as Public Service, (Category 6).
  • Other Sponsored Activity
    Programs and projects financed by Federal and non Federal agencies and organizations which involve the performance of work other than instruction and organized research. Examples of such programs and projects are health service projects, and community service programs. However, when any of these activities are undertaken by the institution without outside support, they may be classified as other institutional activities.
  • Equipment
    Applications or awards that are restricted by the sponsor for the sole purpose of the University's procurement of equipment. This may include direct grants of equipment, or full or partial funding to enable the University to purchase equipment, where in both cases the sponsor intends to transfer or have title to the equipment vest in the University.
  • Public Service
    As the term is interpreted in the context of sponsored projects, Public Service means externally sponsored projects where the sponsor, particularly the Federal and state Government, desire to have the University provide the benefits of scholarly or professional training or services to individuals or sponsor-designated recipient groups that are external to the University. Examples of public service may include programs such as those sponsored by the Agency for International Development, the National Endowment for the Humanities and the National Institutes of Health in the area of biomedical services or training. The principal characteristic of public service is that individuals and groups external to the University are the intended beneficiaries.
  • Clinical Trial Research
    *For purposes of applying 32% F&A rate, activity must meet this definition:
    The controlled, clinical testing in human subjects of investigational new drugs, devices, treatments or diagnostics, or comparisons of approved drugs, devices, treatments or diagnostics, to assess their safety, efficacy, benefits, costs, adverse reactions, and/or outcomes.
    Such studies may be conducted under an industry-developed protocol or an investigator-developed protocol. These studies are most often conducted in conjunction with obtaining new drug (under Phase I, II, III, or IV) or device approval from the U.S. Food and Drug Administration, although they can be designed with the sole purpose of collecting and analyzing data about approved drugs or devices in order to contribute to medical knowledge about the treatment of a disease or medical condition. In all cases, the study must include the prospective enrollment of human subjects and the controlled testing of a drug, device, or diagnostic under an approved protocol.
    Federally-funded projects, projects funded by interest groups, charities or the State of California, retrospective chart reviews, analysis of existing medical data and records, laboratory research, and animal studies are not categorized as clinical trials for purposes of applying the clinical trial F&A cost rate.
  • Clinical Research
    Clinical research is any research involving human subjects, even if Institutional Review Board (IRB) approval is not required, which fits into any of the three following categories:
    • Observational study. A type of study in which people are observed or certain outcomes are measured. No attempt is made by the researcher to affect the outcome — for example, no treatment is given by the researcher. (non-CT)
    • Medical records research. Medical records research involves the use of information collected from medical records, including imaging data, and blood and tissue repositories. (non-CT)
  • Other
    To be used only if a project can not be classified by one of the above categories.
  • Fellowship
    An award made it to the University to support the research experience of an individual, usually a graduate student or postdoctoral scholar, where the individual is not acting as an employee of the University, but rather as a fellow earning a subsistence stipend as part of the award. The award may also included funding for research supplies. Fellowship awards do not fund equipment, faculty salaries or F&A expenditures.
    Primary characteristics of fellowship:
    • Subsistence for research experience
    • Typically for student
    • No employer-employee relationship
• Project Dates - Beginning and end of the entire project period.
• Project Title - Proposal project title.
• Sponsor - A unique identifier for the sponsoring organization for the project. Kuali will display the Sponsor Name to the right of the Sponsor Code. You can either begin typing in the name of the sponsor, or use the magnifying glass lookup tool to search for the sponsor.
  • Some frequently used sponsor codes are:
    • 003401 - National Institutes of Health (NIH) Miscellaneous (can be used for all NIH sponsors)
    • 005400 - National Science Foundation (NSF)
    • 002399 - Department of Defense (DOD) Miscellaneous (can be used for all DoD sponsors)\
    • 009850 - Miscellaneous Sponsors

*Can't find or need to request a new sponsor code? Please contact the ERA Team for assistance.

• Prime Sponsor Code - A unique identifier for the prime sponsoring organization, which is the original funding source for the project. Kuali will display the Prime Sponsor Name to the right of the Prime Sponsor Code. Complete this field if you will not submit this proposal directly to the funding agency, but to a collaborator for inclusion in their application to the funding agency. (e.g. you are submitting as a subawardee).