UC Irvine Kuali Forum

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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

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• Overview of Kuali
• The UCI Plan
• UCI KC Project Work Groups

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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

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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.

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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

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• Overview of Kuali
• The UCI Plan
• UCI KC Project Work Groups

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The UCI Plan

• Kuali Financial System (KFS)
• Kuali Coeus (KC) Research Administration

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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

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The UCI Plan

• Kuali Financial System (KFS)
• Kuali Coeus (KC) Research Administration

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What are the KC Modules?

• Proposal Development
• Budget Development
• Routing Form
• Grants.gov Integration
• Institutional Review Board
• Awards
• Conflict of Interest

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UCI KC Project Team

• Janet Mendoza, jsmendoz_at_uci.edu
• Isabelle Liu, wenl_at_uci.edu
• Carmen Roode, ceroode_at_uci.edu
• Christina Hansen, ckhansen_at_uci.edu
• Jackie Carew, jcarew_at_uci.edu
• Dennis Wiedeman, dennis.wiedeman_at_uci.edu
• Glenn Sasano, gsasano_at_uci.edu
• Ying Kussmann, ying.kussmann_at_uci.edu
• Valerie Jones, valerie.jones_at_uci.edu
• Katya Sadovsky, katya_at_uci.edu
• Marina Arseniev, marsenie_at_uci.edu

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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

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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

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• Overview of Kuali
• The UCI Plan
• UCI KC Project Work Groups

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UCI KC Work Groups

• How Can You Get Involved?
• QA Testing
• Data Dictionary
• Fit-Gap Analysis
• User Manual
• Workflow
• Communications

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Questions

• Thank you for attending!

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To Learn More

• Visit the Kuali Test Drive
• www.kuali.org/testdrive
• (password quickstart)
• Or the Kuali Web Site
• www.kuali.org