kuali at a glance

Presentation Overview Kuali’s Mission History of the Kuali Foundation Governance and Structure Types of Members Kuali Projects Technologies and Tools

Kuali’s Mission – High Level Non-profit 501(c)(3) organization Sustains and evolves administrative software for Institutions of Higher Education Software for Higher Education, by Higher Education

Open Community (coordinated development model: only community members contribute) Open Source (Educational Community License: anybody can use the source code) Modular (pick and choose the functionality you need) Distributed (modern, loosely-coupled, scalable architecture) Kuali’s Mission - Software

2004 Kuali launched: Indiana University, University of Hawaii, NACUBO & rSmart Mellon Foundations grants awarded for KFS, KC and KS KFS based on IU’s financial system KC based on MIT’s Coeus 2008 Rice became a fully funded project with investing partners History of Kuali

Currently Kuali software in production at 6+ institutions Over 30 Kuali Foundation members History of Kuali Fall 05 Spring 06 Fall 06 Fall 08 Spring 07 Spring 08 Fall 07 Kuali Days Attendance

Governance The Golden Rule: “Those who bring the gold make the rules” Foundation is a thin layer; Governance at projects level Project Boards provide strategy and oversight Reality Triangle of Resources, Time, and Scope

Governance Projects are functionally driven, focusing on user requirements and functionality Functional Councils determine functional specifications and set priorities Development Teams are formed by investing schools Project Managers assign work to Development teams based on priorities from the Functional Council

Organization Structure

Adopters Members Partners Affiliation Types Pay NO licensing fees Can use Commercial Affiliates Pay annual membership dues Vote for Board members Enjoy reduced conference fees Have seat at the governance table Provide technical and functional resources Retain deep knowledge of Kuali projects

as of June 2009… rSmart IBM Sun Microsystems, Inc. Exeter Huron Consulting Innovativ Consulting Syntel, Inc. VivanTech SciQuest Commercial Affiliates

Comprehensive modules for a fully functional financial system Research administration encompassing pre-award, post-award, and compliance Comprehensive modules for a fully functional student system Middleware components and rapid development platform Kuali Projects

Chart of Accounts Financial Transactions/General Ledger Purchasing/Accounts Payable Labor Ledger Contracts & Grants Accounts Receivable Budget Construction Capital Assets Effort Certification Coming: Endowment Management KFS Modules Project Manager Jim Thomas (IU) Functional Council Chair Kathleen McNeely (IU)

Colorado State University Cornell University Indiana University Indiana University Foundation San Joaquin Delta Community College Michigan State University University of Arizona University of Hawaii University of Maryland University of Southen California NACUBO rSmart KFS Partners University of California UC-Office of the President UC-Davis UC-Irvine UC-Santa Barbara

KFS Status Release 3.0 Pre-release to partner schools in May Includes Year-end Processing and Depreciation Sustaining Charter recently announced

Proposal & Budget Development Grants.gov integration November 2009 Human Subjects (IRB) Awards Conflict of Interest 2010 Negotiations Report Tracking Subcontracts Animal Care and Use 2011 Bio-Safety Management Export Controls / ITAR Management Chemical Tracking KC Modules Project Manager Graham Hall (Cornell) Functional Council Chair Lori Schultz (UA)

Cornell University and the Weill Medical College University of Arizona Indiana University Iowa State University Massachusetts Institute of Technology Michigan State University Colorado State University University of California, Berkeley University of California, Davis Coeus Consortium Huron Consulting Group KC Partners

KC Status Released Spring 2009 Release 2.0 to coming in Fall 2009 Working towards a new sustainability model Discussing support models

Learning Unit Management Person Identity Enrollment Program Audit and Evaluation Student Financials Admissions Financial Aid Scheduling and more! Proposed KS Modules Project Manager Cath Fairlie (UBC) Functional Council Chair Audrey Lindsay (UBC)

Founders University of British Columbia The University of California, Berkeley The University of Maryland, College Park Florida State University University of Southern California San Joaquin Delta College Partners Massachusetts Institute of Technology University of Cambridge Carnegie Mellon University KS Founders & Partners

KS Status Design review completed. First release, Curriculum Management, scheduled for March 2010.

Kuali Enterprise Workflow [KEW] Kuali Nervous System [KNS] Kuali Service Bus [KSB] Kuali Identity Management [KIM] Kuali Enterprise Notification [KEN] Coming: Kuali Organization Management [KOM] Rice Modules Project Manager Eric Westfall (IU) Technical Roadmap Committee Chair Bill Yock (UW) Application Roadmap Committee Chair Chris Coppola (rSmart)

Rice Governance Application Roadmap Committee (ARC) high-level application architecture for integration of Kuali application projects Technical Roadmap Committee (TRC) high-level technical architecture and tools Committees formed by leaders from other Kuali projects and representatives assigned by the Kuali Rice Investing Partners that are not implementing Kuali Applications

Indiana University Cornell University The University of Arizona San Joaquin Delta College University of California, San Diego University of Maryland Iowa State University Innovative Consulting Partners Rice Partners

Rice Status First full release in Aug New Board of Directors in Spring 2009 Rice is used stand-alone by several universities

New Projects Kuali Projects in Incubation: HR/Payroll Stores Continuity Planning

Technologies Used Kuali Software Platform is Open Source Java Spring Struts Maven Ant Tomcat MySQL Eclipse

Communications Website: Mailing Lists / Listservs: Sakai Directory Calendars: Confluence, Google the Member Liaison:

Collaboration Confluence: wiki Sakai: document sharing Videoconferencing: Polycom, Skype, Google Screen Sharing: Adobe One Connect Meetings: Face2Face, Bootcamps, Kuali Days

Upcoming Events Kuali Days VIII November 17-18, 2009 San Antonio, Texas