Transcript Kuali PowerPoint

Kuali Coeus (KC) General Session
Kuali Days 7
November 2008
Newport Beach, CA
Today’s Session
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Summary and Organization
Kuali Coeus Roadmap
KC Release 1.0/1.1 Modules
KC Releases 2.0, 3.0, 4.0
KC UI / Mock Screens
Q&A
Summary/Organization
What is Kuali?
Kuali Foundation
is a non-profit organization
responsible for sustaining and
evolving administrative software
that meets the needs of all
Carnegie Class institutions.
Goal
Bring the proven functionality of
legacy applications to the ease
and universality of online
services.
Members
Colleges, universities, commercial
firms and interested
organizations that share a
common vision of open, modular,
and distributed systems for their
software requirements.
Roots
Kuali began as an
open/community source initiative
to create a financial system (KFS)
for higher education.
Kuali Organization
What is the Coeus? What is
the Consortium?
• Coeus
Coeus is one of the first cradle-to grave research administration
systems in the nation. MIT created the software to assist their
OSP, departments and faculty with proposal development, and
pre- and post-award management. Coeus includes Proposal and
Budget Development, Grants.gov S2S submission, Proposals,
Awards, IRB, Subcontracts, Negotiation, Person, Conflict of
Interest and Report Tracking.
• The Coeus Consortium
The Coeus Consortium was established in July 2005 to provide a
shared model of support for the members’ use of Coeus. The
Consortium is currently comprised of over 50 institutions at
various levels of membership (Basic, Development and Steering
Committee).
Kuali Coeus Roadmap
• In October, the Coeus Steering Committee
developed a product roadmap and
technology transition plan for the next
major release of Coeus – Version 5.0,
which will be released as KC 3.1.
• View the Kuali Coeus Roadmap at:
http://www.coeus.org
Kuali Coeus Roadmap
• Highlights
– Architecture advances for Coeus
– Collaborative software development model
(Kuali) combined with a proven model of
support (Coeus)
– Full convergence of the products in 2011
– Commitment to best practices in research
administration
What is KC?
• Cradle-to-grave research administration
system, based on MIT’s Coeus:
– Preaward (proposals, budgets, Grants.gov)
– Postaward (contracts, grants, negotiations,
report tracking, subcontracting)
– Research Risks (IRB, IACUC, COI, etc)
• Can be linked with your financial system
(KFS or others)
How Did We Get Here?
• KFS Contracts & Grants
– Routing Form
– Budget Builder
– Proposal
– Award
– No Grants.gov submission
– No Research Compliance
Guiding Principles
• Identify “best of breed” solutions from among
partners as base for each module
• Develop Common Kuali User Interface
• Leverage Kuali Rice architecture and development
standards (nervous system, enterprise notification,
enterprise workflow and service bus)
• Functional Councils and the Subject Matter Experts
Drive Functionality and Scope
• Technology Roadmap Committee governs Technical
Standards across all Kuali Projects
Guiding Principles
• Maximize commonality of business practices
• Make configurable as much as possible given time
and resource constraints
• Create a Scope Statement which serves as the
development team’s “contract” with functional
stakeholders
• Burden of proof falls on advocates for change to
show benefits exceed costs
• All changes subject to “The Reality Triangle”
The Reality Triangle
Scope
Time
(KC
Functional
Council)
(Project Mgr)
Resources
(KC Board)
KC Partners
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University of Arizona
Coeus Consortium / MIT
Colorado State University
Cornell University
Indiana University
Michigan State University
University of California-Davis
Iowa State University
University of California-Berkeley
Timeline & Releases
KC Timeline
KC & COEUS Development Merger
Timeline
Release 1.0
Release 2.0
Kuali Rice Integration
Startup
Proposal & Budget 8300 (8)
IRB / Human Participants 10000 ( )
Awards
4000 ( )
Conflict of Interest
2000 ( )
Release 3.0
Release 3.1
Negotiations
1400 ( )
Report Tracking
4000 ( )
Subcontracts
1400 ( )
COEUS
Merger
Catch-up
Required Hours (# Developers)
Release 4.0
Bio-Safety
Animal Care and Use
Export Controls
Release 1.1
2007
November 2008
2008
4000 ( )
Enhancements
4200 ( )
Development COEUS 4.5
(contents TBD)
Release 1.1
Nov 2008
Release 1.0
Jul 2008
4000 ( )
Chemical
Tracking
Budget
COEUS 4.4
(contents known)
1400 ( )
8000 ( )
2009
2010
Release 2.0
Aug 2009
COEUS 4.4
Apr 2009
COEUS 4.5
Apr 2010
Release 3.0
Sep 2010
2011
Release 3.1
Apr 2011
aka
COEUS 5.0
2012
Release 4.0
Apr 2012
Oct
Q4
Jul
Q3
Apr
Q2
Jan
Q1
Oct
Q4
2012
Jul
Q3
Apr
Q2
Jan
Q1
2011
Oct
Q4
Jul
Q3
Apr
Q2
Jan
Q1
Oct
Q4
Jul
Q3
Apr
Q2
Jan
Q1
Oct
Q4
Quality Assurance
Deployment
2010
2009
Jul
Q3
Apr
Q2
Jan
Q1
Oct
Q4
2008
Jul
Q3
Apr
Q2
Jan
Q1
2007
Development
Timeline Highlights
• The timeline displays technical dates
• Functional “SME” groups begin the spec-writing process
well before coding begins
• For instance:
– IACUC group is already working, even though the release is for
2010
– Awards SME started work the same time as proposal/budget
development
• Release 4 modules are all joint Kuali & Coeus effort on
brand-new functionality
• The timeline displays dates from the Kuali Coeus
Roadmap
KC Release 1.0 – July 2008
• Proposal and Budget Development
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Proposal/Budget creation
Institutional rates/hierarchies
Template proposals to use again
Proposal Routing/Approvals using Workflow
• Grants.gov S2S submission
– Find Grants.gov opportunities right from KC
– Submit without PureEdge/Adobe for the majority of
applications
KC Release 1.0 – July 2008
• Successful 1.0 release
• Arizona, Colorado State, and Cornell are piloting
(Wednesday, 11:00am – 12:00pm)
• November release of enhanced budget user
interface (KC Release 1.1)
• KC and Coeus handle 80+ Grants.gov forms
• Kuali and Coeus are working together to
develop a straight-forward solution for
Grants.gov form changes and additions
KC Release 2.0 – Fall 2009
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Awards
Award details
Cost sharing
Indirect cost
Payment schedule
Approved equipment
& foreign travel
• Award closeout
• Money and end dates
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Award Budget
Contacts
Award Templates
Special Reviews
Investigator Credit
Split
• Notice of Award
• Data feed &
integration with
financials
KC Release 2.0 – Fall 2009
• IRB
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Submission of protocols (new, continued, amended)
Recording IRB deliberations
IRB notifications
IRB meeting agendas and minutes
Protocol and training queries
Special reviews & other committees
Human Subjects Training records
Committee creation and scheduling
Batch correspondence and correspondence
generation
KC Release 2.0 – Fall 2009
• Conflict of Interest
– Faculty, staff, and students disclosure
– Tracking of disclosures, reviews and
decisions
– Separate financial disclosure information
• Confidential
• Non-confidential
– Allow for uniqueness of state laws regarding
COI
– Training Requirements
KC Release 3.0 – Fall 2010
• Animal Care and Use – First Release
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Submission of protocols (new, continued, amended)
Recording IACUC deliberations
IACUC notifications
IACUC meeting agendas and minutes
Protocol and training queries
Special reviews & other committees
Committee creation and scheduling
Batch correspondence and correspondence
generation
KC Release 3.0 – Fall 2010
• Animal Care and Use – Enhancements
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Inspections
Animal Census
Procurement – Requisition
Receiving and cage card management
Regulatory/Non-regulatory Reporting – OLAW
(Annual Report); USDA (Annual report); AAALAC-I
(Annual Report)
– Training and Educational Requirements
– Post-approval monitoring
KC Release 3.0 – Fall 2010
• Negotiations
– Record actions of Negotiations
• Phone/email conversations
• Attachments
– Management reporting
• Track status of negotiations/# of items in
negotiation
– Link with proposal development (when it
exists)
KC Release 3.0 – Fall 2010
• Report Tracking
– Automatic generation of reporting deliverables
and status
• Financial
• Technical
• Patent reporting
– Submission status
KC Release 3.0 – Fall 2010
• Subcontracts
– Subcontract detail
– Funding sources
– Amount information
– Subcontract closeout and correspondence
– Contacts
– Subrecipient monitoring (A-133)
– Invoice routing and approval
KC Release 4.0 – Fall 2011
• Biosafety
– Use of “committee” functionality, just like IRB and
IACUC
• Export Control
– Functionality TBD
• Chemical Safety/Chemical Inventory
– Functionality TBD
KC
KC UI Mock Screens
Coeus
KC – Interface
and Presentation Conversion
• Coeus has two different interfaces:
• – Coeus Lite utilizing web technology
• – Coeus Premium utilizing client/server Java Swing technology
• Kuali Coeus (KC) utilizes only a web interface, but wants to
preserve all of the functionality that Coeus provides in the two
different interfaces. In addition KC has a number of other
conditions to satisfy:
• -- platform/browser neutral
-- limited use of icons
-- general avoidance of menus
-- provide the user with the ability to know where they are in the
application
-- limit the required scrolling
-- be complaint the Level 1 WCAG recommendations
• How do KC 1.1 screens appear?
Main Menu
Proposal
Budget
KC Sessions at KD7
• Tuesday
– Kuali Coeus Workflow
11am – 12pm
– Proposal Development
1pm – 2pm
– Kuali Coeus Technical Topics
1pm – 2pm
– IRB
3:45pm – 4:45pm
• Wednesday
– Budget Development
8am – 9am
– Application Architecture
9:30am – 10:45am
– IACUC 11am – 12pm
– KC 1.0 Pilot Experiences
11am – 12pm
– Awards 1pm – 2pm
– Conflict of Interest
2:15pm – 3:15pm
– Kuali Coeus – Future
3:45pm – 4:45pm
KC Computer Labs
Tuesday: Proposal (2:15pm – 3:15pm), IRB (5pm – 6pm)
Wednesday: Budget (9:30am – 10:45am), Awards (2:15pm –
3:15pm)