Post on 18-Jan-2018
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April 9, 2009 – ASM Meeting
UC Irvine Kuali Project
Christina HansenAssistant Vice Chancellor for Research
Janet MendozaKuali Project Manager
Rich AndrewsAssistant Vice Chancellor for Accounting & Fiscal Services
Mark AskrenAssistant Vice Chancellor for Administrative Computing
April 9, 2009 – ASM Meeting
• Overview of Kuali• The UCI Plan• UCI KC Project Work Groups
April 9, 2009 – ASM Meeting
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
April 9, 2009 – ASM Meeting
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 Virginia• University of Washington
Commercial Affiliates• Exeter• Huron Consulting • IBM• Innovativ Consulting Partners• rSmart• SciQuest• Syntel, Inc.• Sun Microsystems, Inc.• Vivantech
April 9, 2009 – ASM Meeting
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
April 9, 2009 – ASM Meeting
• Overview of Kuali• The UCI Plan• UCI KC Project Work Groups
April 9, 2009 – ASM Meeting
The UCI Plan
• Kuali Financial System (KFS)• Kuali Coeus (KC) – Research Administration
April 9, 2009 – ASM Meeting
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
April 9, 2009 – ASM Meeting
The UCI Plan
• Kuali Financial System (KFS)• Kuali Coeus (KC) – Research Administration
April 9, 2009 – ASM Meeting
What are the KC Modules?
• Proposal Development• Budget Development• Routing Form• Grants.gov Integration• Institutional Review Board• Awards• Conflict of Interest
April 9, 2009 – ASM Meeting
UCI KC Project Team
• Janet Mendoza, jsmendoz@uci.edu• Isabelle Liu, wenl@uci.edu• Carmen Roode, ceroode@uci.edu• Christina Hansen, ckhansen@uci.edu• Jackie Carew, jcarew@uci.edu • Dennis Wiedeman, dennis.wiedeman@uci.edu • Glenn Sasano, gsasano@uci.edu• Ying Kussmann, ying.kussmann@uci.edu• Valerie Jones, valerie.jones@uci.edu • Katya Sadovsky, katya@uci.edu• Marina Arseniev, marsenie@uci.edu
April 9, 2009 – ASM Meeting
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
April 9, 2009 – ASM Meeting
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
April 9, 2009 – ASM Meeting
• Overview of Kuali• The UCI Plan• UCI KC Project Work Groups
April 9, 2009 – ASM Meeting
UCI KC Work Groups
• How UCI Staff Are Getting Involved– QA Testing– Data Dictionary– Fit-Gap Analysis– User Manual– Workflow– Communications
April 9, 2009 – ASM Meeting
To Learn More
Visit the Kuali Test Drive
www.kuali.org/testdrive (password: quickstart)
Or the Kuali Web Site
www.kuali.org