1. The Sigma (Kuali Student Financial Aid) Scholarship Proposal April 25, 2012 Board Presentation

2. Student Financial Aid: Scholarships The Supplemental Component of Student Financial Aid – Scholarship Management Decentralized management and activity Centralized control and review Complex system interactions with all core components of Kuali Student, KFS, and external agencies, external donors, future CRM, future concierge management, and future prospect management. Business rule architected to support highly restricted scholarship funds April 25, 2012

3. Student Financial Aid: Scholarships Sigma Core Strengths Functional Domain Experience Kuali Technical Experience Multiple Large and Small implementation Experience Business Rule Experience Policy Experience Core Team Experience April 25, 2012

4. Student Financial Aid: Scholarships Overview of Functional Proposal (1) Scholarship Catalog Rule Based Customized Eligibility Requirements Management of Current and Historical Scholarships Donor and Scholarship Funds Management Formal Application Management April 25, 2012 Scholarship Component

5. Student Financial Aid: Scholarships Overview of Functional Proposal (2) Seamless Integration with Federal, State and Institutional awards Automatic eligibility evaluation and workflow approval processing Decision processing with optional committee or donor approval Thank you letters Management reporting April 25, 2012 Scholarship Component

6. Student Financial Aid: Scholarships Overview of Functional Proposal (3) Student Self Service Student Mobility Service Memoranda and CRM service stubs Interaction with KSA and KE Components Interaction with KFS Application and Document Requirement Management Interaction with future concierge, and future prospect management components April 25, 2012 Scholarship Component

7. Student Financial Aid: Scholarships April 25, 2012 Project Comparison with Kuali KSA Project DescriptionKSA (Student Accounts) Student Financial Aid SCHOLARSHIP COMPONENT Projected Billable Hours 7,0008,500 (TOTAL) Projected Contributed Hours 10,000 Project Length18 months12 months Phases22 Milestones66

8. Student Financial Aid: Scholarships Next Steps Formal Proposal Questions April 25, 2012