Kuali Presentation

December 7th 2009TIF- CSI

Agenda

Kuali Overview

Kuali at UC DavisKuali Financial System

Kuali CoeusKuali Rice

Kuali Financial System

Kuali Investing Partners

KFS Investing InstitutionsUCD, UCI, UCSB, UCOP

Colorado State, San Joaquin Delta– live July 2009 (Naval Postgraduate School – live October 2009)

USC, Colorado State , Cornell, Indiana, Michigan State, Arizona, Hawaii (10+)

KC Investing InstitutionsUCD, UCB, MIT, Arizona, Cornell, Indiana,

Iowa State, Colorado State (7+)RICE Investing Institutions

UCSD, U Washington, Iowa State, Indiana, CornellKuali Student Investing Partners

UCB, USC, MIT, U Washington, Maryland, Carnegie Mellon (4+)

Kuali Financial System (KFS)

KFS Overview & Benefits

UCD implementation details

Kuali Financial System (KFS)KFS Modules (delivered by KFS Foundation as part of

Release 3.0 – public release November 2009) Chart of Accounts

Contracts & Grants (Post-award) Financial Transactions

General Ledger Labor Distribution

Purchasing/Accounts Payable Capital Assets

Accounts Receivable

KFS Design

• New • System• Design ?

Existing Financial

System (Indiana’s FIS)

Refactor

The

Technology

(web-based)

Limited

Enhancements

Defined by

Functional

Council

Reference: Kathleen McNeely, KFS History and Update, NACUBO 2007

Why KFS?Design is based on a higher education business model,

proven technologies and proven baseline systemsUCD FIS is based upon the same COA as IU’s FIS

J2EE architecture and common middleware like roles, permission and workflow (routing)

New modules (Labor Distribution; Contracts & Grants)Opportunity for collaboration with other Higher Ed.

institutions Institutions can choose to implement only those

functional elements that meet their needs and extend certain functionality

No vendor or licensing fees Better integration and similar look & feel

UCD KFS Phase 2.0 Modules (July 2011)

General Ledger (GL)Similar to DaFIS. The GL database contains the

financial entries, actual, budgetary and encumbrances at the transaction level as well as

various levels of aggregated balances.

Integration & Browser Support

We will continue to use in-house FIS Decision Support

Implementations will include integration with feeds & other systems e.g. Effort Reporting

Browser support: IE 7, Firefox 3+, and Safari 3+.

Campus Communication & Training KFS Focus Groups will be formed ~ November 2009

Review and test the Chart of Account module and report any bugs

Provide feedback on how certain fields are currently being used in DaFIS and how new KFS fields might be used

Provide feedback on training materialsTime commitment ~ 2 hours/week

Update Project Website (http://accounting.ucdavis.edu/projects/UCDKuali/)

Campus Communication ~ January 2010 Campus Training ~ March 2009

Face to Face TrainingWeb Training & Recordings

Kuali Coeus

Kuali Coeus

Kuali Coeus/ What’s in the K

Integrated Systems

Enterprise Electronic Workflow

& Document

Routing

Integration w/ Campus

Identity Management Middleware

Kuali Coeus/ What’s in the C

Proven ERA functionality

Coeus 15 years/ 52

institutions

Phased rollouts

scheduled for merger in 12/2011

Kuali Coeus/ Benefits Comprehensive and modular system for research

administration and complianceStandardized proposal development

Reuse previous proposals & budgets archives to create and submit new proposals

Improve research safety through better tracking of protocols that require use authorization

24 hours/ 7days a week access to the proposal development tools and information

Staff is able to track their school’s proposals & awards

Kuali Coeus/ Benefits Electronic workflow and routing tools for all proposal

participantsEnables paperless business processes

Achieve greater efficiencies through integration with other systems.

Quick routing of proposals and approval of protocolsEliminates duplication of effort

Kuali Coeus/ Benefits Online tool to develop multiple budget scenarios and

ability to commit a final version for submissionAllows PIs flexibility in developing budget proposals

Online tool to develop proposalsSingle repository for tracking and developing

proposalsStreamline proposals processing process

System to system integration with grants.goveliminate dual entry into Adobe or Pure Edge sys

Ability to search and find federal grant opportunities and capture proposal information

Kuali Coeus/ Benefits Awards integration with KFS Contracts & Grants

Eliminates dual data entry Up to date & accurate information on grant balances

Seamless integration with KFS (DaFIS) replacementQuick & easy access to accounting information

Ability to leverage the DaFIS Decision Support system

Compliance management & tracking for biological, human subjects, animal and radiological protocols

Enhanced compliance trackingStreamline compliance processMinimizes administrative work

Kuali Rice

Kuali Rice

Presentation Overview

Overview

Benefits

Implementation Details

Kuali Rice - Overview

Service Overview (Kuali Rice = Two services)

Centralized workflow/connection between campus applications

Common enterprise workflow, notification, developers tools and integration with campus IAM

eDocLite – Converts basic paper-based campus processes into standardized web-based processes

Developed locally, deployed centrally

Governance

In process of developing a Rice Steering Committee

Kuali Rice - Benefits

1.Information is easily shared (and routed) between campus systems

• Reduces errors, increases efficiency, all info in 1 place

2. Green computing (Less paper used)• Less expensive, better for environment

3. Cost reduction to campus• No annual software license fees

• Common look & feel between applications = less training• Reduction in development re-work

Kuali Rice - Implementation Details

1. Integration with Centralized workflow on production• MIV = Q1 - 2010

• KFS Phase 1 = July 2010• KC Pilot = Fall 2010

2. eDocLite• Limited pilot/s = Q2 ’10

• Release to campus = post successful pilot (date = TBD)

Project Contacts

KFS ProjectRadhika Prabhu (rprabhu@ucdavis.edu)

KC ProjectSafa Hussain (smhussain@ucdavis.edu)

Kuali Rice ProjectHampton Sublett (hbsublett@ucdavis.edu)

Q&A