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UC Irvine Kuali Project. 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. Overview of Kuali The UCI Plan

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uc irvine kuali project

UC Irvine Kuali Project

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

slide2
Overview of Kuali

The UCI Plan

UCI KC Project Work Groups

what is kuali
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

who is developing kuali
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.

how is uc involved with kuali
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

slide7
Overview of Kuali

The UCI Plan

UCI KC Project Work Groups

the uci plan
The UCI Plan

Kuali Financial System (KFS)

Kuali Coeus (KC) – Research Administration

what are the kfs modules
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

the uci plan1
The UCI Plan

Kuali Financial System (KFS)

Kuali Coeus (KC) – Research Administration

what are the kc modules
What are the KC Modules?

Proposal Development

Budget Development

Routing Form

Grants.gov Integration

Institutional Review Board

Awards

Conflict of Interest

uci kc project team
UCI KC Project Team

Janet Mendoza, [email protected]

Isabelle Liu, [email protected]

Carmen Roode, [email protected]

Christina Hansen, [email protected]

Jackie Carew, [email protected]

Dennis Wiedeman, [email protected]

Glenn Sasano, [email protected]

Ying Kussmann, [email protected]

Valerie Jones, [email protected]

Katya Sadovsky, [email protected]

Marina Arseniev, [email protected]

benefits of kuali coeus
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
slide19
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
slide20
Overview of Kuali

The UCI Plan

UCI KC Project Work Groups

uci kc work groups
UCI KC Work Groups

How UCI Staff Are Getting Involved

QA Testing

Data Dictionary

Fit-Gap Analysis

User Manual

Workflow

Communications

to learn more
To Learn More

Visit the Kuali Test Drive

www.kuali.org/testdrive

(password: quickstart)

Or the Kuali Web Site

www.kuali.org

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