1. UC Irvine Kuali Forum Christina Hansen
Assistant Vice Chancellor for Research
Rich Andrews
Assistant Vice Chancellor for Accounting & Fiscal Services
Mark Askren
Assistant Vice Chancellor for Administrative Computing
Janet Mendoza
Kuali Project Manager

2. Overview of Kuali
The UCI Plan
UCI KC Project Work Groups

3. What is Kuali?
Collaborative effort to develop open, modular administrative software for educational and research institutions
A community source application
No vendor or licensing fees
No software maintenance costs
Usable by institutions of various sizes
Kuali is the name given to the modular financial accounting system that is being developed using tghe community source development model.
Designed for and by colleges and universities
A community source application (coordinating work within a community re: roles/resp are defined, and funded commitments by the community memebers
open source - refers to programs for which the licenses allow users to freely access, install, and the the software
KFS w/b a conversion of the IU FIS system to the WEB w/enhancements id'd by development partners.
kuali is a malayhsian term for wok, an indispensable kitchen utensil in the Asian culture.

4. Who is developing Kuali?
Australian National University
Boston University
Bradley University
Carnegie Mellon University
Colorado State University
Cornell University
Florida State University
Indiana University
Iowa State University
Marist College
Massachusetts Institute of Technology
Michigan State University
NACUBO
Naval Postgraduate School
Pennsylvania State University
Research Foundation of the City of New York
San Joaquin Delta Community College
University of Arizona
University of British Columbia
University of California
University of Hawaii
University of Maryland
University of Southern California
University of Washington
Commercial Affiliates
Exeter
Huron Consulting
IBM
Innovativ Consulting Partners
rSmart
SciQuest
Syntel, Inc.
Sun Microsystems, Inc.

5. How is UC involved with Kuali?
Kuali Foundation: donated programmers, testers, editor
Functional Council: membership and sub-committees
UC: UC Kuali Board, UC Collaboration - UCB, UCD, UCSB, UCSD, UCM and UCI
UC Irvine: campus implementation
The Kuali Foundation is a collaborative effort to develop financial, research, endowment, and student administrative computing systems.
UC joined Kuali in July 2006
3 campuses, 2 medical centers & UCOP are currently engaged
Irvine, Davis, Santa Barbara
UC member on Kuali Board, functional council, tech board,and UC has contributeed development resources

6. The Kuali foundation is a non-profit org responsible for sustaining and evolving a comprehensive suite of admin software to serve higher ed insitutions
The foundation manages the development of the software applications such as KFS, KRA, Kuali Student.

7. Overview of Kuali
The UCI Plan
UCI KC Project Work Groups

8. The UCI Plan Kuali Financial System (KFS)
Kuali Coeus (KC) – Research Administration

9. What are the KFS Modules?
Chart of Accounts
Financial Transactions & General Ledger
Purchasing and Accounts Payable
Labor Ledger
Contracts and Grants Fiscal
Accounts Receivable (non student)
Capital Assets
Budget Construction
kuali modular design includes a base system of
chart of accounts gl
transactions,
reporting
workflow
add'l modules: AR, labor distribution, pre/post award admin, endowment, AP

10. The UCI Plan Kuali Financial System (KFS)
Kuali Coeus (KC) – Research Administration
KC – delivery in March
Project team is our primary project – could envision pilot with 2 schools as early as September Depending upon the issues identified in pilot, could be as early as December 2009.

11. What are the KC Modules? Proposal Development Budget Development
Routing Form
Grants.gov Integration
Institutional Review Board
Awards
Conflict of Interest

12. UCI KC Project Team Janet Mendoza, jsmendoz@uci.edu
Isabelle Liu,
Carmen Roode,
Christina Hansen,
Jackie Carew,
Dennis Wiedeman,
Glenn Sasano,
Ying Kussmann,
Valerie Jones,
Katya Sadovsky,
Marina Arseniev,

18. Benefits of Kuali Coeus
Web-based
Improved user interface
one point of entry for all needs
point and click interface (less keystrokes)
access to current UCI data
performs budget calculations for multiple years
tracks pending actions
dept personnel initiate transactions from their desktop web browser - the software is not installed on their machines
Populates fields from current data – identify individuals, payroll, fringe benefits

19. Benefits of Kuali Coeus
Work flow
Routes proposals to proper approvers
Grants.gov submissions are checked for errors before system to system submission
Modules allow campus implementation with the possibility of expansion in the future
initiator receives immediate feedback on the validity of the transaction - both valid data and compliance w/business rules
documents can be attached in notes

20. Overview of Kuali
The UCI Plan
UCI KC Project Work Groups

21. UCI KC Work Groups How Can You Get Involved? QA Testing
Data Dictionary
Fit-Gap Analysis
User Manual
Workflow
Communications
It takes a village to complete a project of this magnitude...especially in light of the expertise needed to make this work and the budget climate.

22. Thank you for attending!
Questions
Thank you for attending!

23. Visit the Kuali Test Drive (password: quickstart)
To Learn More
Visit the Kuali Test Drive
(password: quickstart)
Or the Kuali Web Site