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UC Irvine Kuali Forum

UC Irvine Kuali Forum. Bruce Morgan Assistant Vice Chancellor for Research Administration Nancy Lewis Director, Sponsored Projects Carmen Roode Carmen Roode Kuali Projects Manager Katya Sadovsky Kuali Coeus Technical Manager. What is Kuali and KC? Our commitment to you Our progress

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UC Irvine Kuali Forum

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  1. UC Irvine Kuali Forum Bruce Morgan Assistant Vice Chancellor for Research Administration Nancy Lewis Director, Sponsored Projects Carmen Roode Carmen Roode Kuali Projects Manager Katya Sadovsky Kuali Coeus Technical Manager

  2. What is Kuali and KC? Our commitment to you Our progress Demonstration of UCI KC Our Plan for UCI KC We Need You - Volunteer

  3. What is Kuali? • Kuali is a Malaysian word for a small wok • The Kuali Foundation • Non-profit corporation • Devoted to developing open source administrative software for higher education • Member institutions contribute resources and participate in software development

  4. What is Kuali? • Products • Kuali Coeus • Kuali Financial System • Kuali Student • Kuali Rice • Kuali Ole • Kuali Ready • Kuali seeks to integrate its products for a community solution

  5. What is Kuali?

  6. Who is developing Kuali Apps? Australian National University Boston University Brown University California State University - Office of the Chancellor Carnegie Mellon University Colorado State University Cornell University Duke University Indiana University Iowa State University Lehigh University Massachusetts Institute of Technology Michigan State University NACUBO Naval Postgraduate School North Carolina State University North West University - South Africa Pennsylvania State University The University of Arizona Tufts University Tulane University University of British Columbia University of California- OP University of California-Berkeley University of California-Davis University of California-Irvine University of California-Santa Barbara University of California-San Diego University of Chicago University of Connecticut University of Florida University of Hawaii University of Illinois University of Maryland University of Pennsylvania University of Southern California University of Toronto University of Virginia University of Washington West Virginia University

  7. What is Kuali Coeus (KC)? • A research administration system • MIT Coeus as baseline design • Adding functionality beyond Coeus • Updating technical architecture • Creating independence from third-party vendors • Integration with other Kuali applications

  8. What is Kuali Coeus?

  9. Benefits of Kuali Coeus • Web-based with standardized user interface • Electronic work flow and digital documents • KC will enter data directly into the SPA system • Routes proposals to proper approvers • Upload/attach digital documents • Possibility of future system expansion to include other modules

  10. What’s Driving the Move to KC? The complexity of proposal development and submission Efficiencies gained through system-to-system communications, work-flow and digital docs Existing data systems are aging and losing vendor support World-class research universities need world-class administrative system technologies

  11. Our Commitment to You • KC will not be rolled out prematurely • It must create efficiencies in our collective work • It must not create inefficiencies • To keep you informed of our progress • To consult with you • To provide you with the opportunity to participate in system testing and feedback

  12. Our Progress Kuali Coeus 2.0 installed in a sandbox environment Version 2.0 has a number of improvements, including enhanced workflow System is configured and the necessary enhancements are in process Sponsored Projects staff participated in pilot testing Pilot testing by campus volunteers is next the step

  13. Demonstration

  14. Portal Login

  15. Proposal Search

  16. Proposal – Basic View

  17. Sponsor Information

  18. Key Personnel

  19. Custom Data

  20. Attachments

  21. Questions

  22. Budget Version

  23. Budget Totals

  24. Proposal Actions

  25. Validation

  26. SAMS Functions Functions that are available

  27. Portal Gateway

  28. New Proposal

  29. What Challenges do We Face? • Most significant challenges: • Integrating KC with existing data systems • Analyzing existing and new KC functionality • Current UC/UCI policies and procedures • Coeus functional assumptions based on MIT • In certain cases, KC lacks efficiencies • Flat questions v. branching questions • Not all software changes/fixes can occur at local level • Local implementation v. overall functionality

  30. Current Implementation Strategy KC workgroup Continue efforts across all proposal development and submission functions Phased implementation approach Functionality release Pilot testing Training

  31. Functionality release Phase 1 – Proposal Development & Electronic Routing/Approval Phase 2 – Budget Builder Phase 3 – Grants.gov submission Pilot testing – for each functionality phase Pilot tester selection and training Existing proposals using a development server Current Implementation Strategy

  32. Training for each functionality phase Phase 1 KC user interface and functions common to all functionality phases Proposal Development & Electronic Routing/Approval functionality Phase 2 Budget Builder functionality only Phase 3 Grants.gov integration functionality only Current Implementation Strategy

  33. We need you To volunteer for pilot testing send an e-mail to: SP@research.uci.edu Pilot testing will be limited to twenty volunteers

  34. Questions Thank you for attending!

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