1. February 17, 2009 – OSAM Meeting UC Irvine Kuali Project 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. February 17, 2009 – OSAM Meeting Overview of Kuali The UCI Plan UCI KC Project Work Groups

3. February 17, 2009 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

4. February 17, 2009 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. February 17, 2009 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

7. February 17, 2009 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. February 17, 2009 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

10. February 17, 2009 The UCI Plan Kuali Financial System (KFS) Kuali Coeus (KC) – Research Administration

11. February 17, 2009 What are the KC Modules? Proposal Development Budget Development Routing Form Grants.gov Integration Institutional Review Board Awards Conflict of Interest

12. February 17, 2009 UCI KC Project Team Janet Mendoza, jsmendoz@uci.edujsmendoz@uci.edu Isabelle Liu, wenl@uci.eduwenl@uci.edu Carmen Roode, ceroode@uci.educeroode@uci.edu Christina Hansen, ckhansen@uci.educkhansen@uci.edu Jackie Carew, jcarew@uci.edujcarew@uci.edu Dennis Wiedeman, dennis.wiedeman@uci.edudennis.wiedeman@uci.edu Glenn Sasano, gsasano@uci.edugsasano@uci.edu Ying Kussmann, ying.kussmann@uci.eduying.kussmann@uci.edu Valerie Jones, valerie.jones@uci.eduvalerie.jones@uci.edu Katya Sadovsky, katya@uci.edukatya@uci.edu Marina Arseniev, marsenie@uci.edumarsenie@uci.edu

15. February 17, 2009

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

19. February 17, 2009 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

20. February 17, 2009 Overview of Kuali The UCI Plan UCI KC Project Work Groups

21. UCI KC Work Groups How UCI Staff Are Getting Involved – QA Testing – Data Dictionary – Fit-Gap Analysis – User Manual – Workflow – Communications

22. February 17, 2009 Questions

23. February 17, 2009 To Learn More Visit the Kuali Test Drive www.kuali.org/testdrive (password: quickstart) Or the Kuali Web Site www.kuali.orgww.kuali.org