Kuali Presentation
December 7th 2009
TIF- CSI
Agenda
• Kuali Overview
• Kuali at UC Davis
– Kuali Financial System
– Kuali Coeus
– Kuali Rice
Kuali Financial System
Kuali Investing Partners
•KFS Investing Institutions
– UCD, 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 Institutions
– UCD, UCB, MIT, Arizona, Cornell, Indiana,
Iowa State, Colorado State (7+)
•RICE Investing Institutions
– UCSD, U Washington, Iowa State, Indiana, Cornell
•Kuali 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)
Reference: Kathleen McNeely, KFS History and Update, NACUBO 2007
Limited
Enhancements
Defined by
Functional
Council
Why KFS?
•Design is based on a higher education business model,
proven technologies and proven baseline systems
– UCD 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 materials
– Time commitment ~ 2 hours/week
• Update Project Website
(http://accounting.ucdavis.edu/projects/UCDKuali/)
• Campus Communication ~ January 2010
• Campus Training ~ March 2009
– Face to Face Training
– Web Training & Recordings
Kuali Coeus
Kuali Coeus
Kuali Coeus/ What’s in the K
Integrated
Systems
Integration w/
Campus
Identity
Management
Middleware
Enterprise
Electronic
Workflow &
Document
Routing
Kuali Coeus/ What’s in the C
Proven ERA
functionality
Phased
rollouts
scheduled for
merger in
12/2011
Coeus 15
years/ 52
institutions
Kuali Coeus/ Benefits
• Comprehensive and modular system for research
administration and compliance
– Standardized 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
participants
– Enables paperless business processes
– Achieve greater efficiencies through integration
with other systems.
– Quick routing of proposals and approval of
protocols
– Eliminates duplication of effort
Kuali Coeus/ Benefits
• Online tool to develop multiple budget scenarios and
ability to commit a final version for submission
–Allows PIs flexibility in developing budget proposals
• Online tool to develop proposals
– Single repository for tracking and developing
proposals
– Streamline proposals processing process
• System to system integration with grants.gov
– eliminate 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) replacement
– Quick & 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 tracking
– Streamline compliance process
– Minimizes 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 Project
Radhika Prabhu (rprabhu@ucdavis.edu)
KC Project
Safa Hussain (smhussain@ucdavis.edu)
Kuali Rice Project
Hampton Sublett (hbsublett@ucdavis.edu)
Q&A