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“A Taste of Kuali”

fO Trainees, You are not required to print the following Kuali slides for fo Training. Thanks, Alan Young. Alan Young, Kuali Project, AP Fiscal Officer Training. “A Taste of Kuali”. Kuali:. Not a Hawaiian word. A Malaysian word, noun:

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“A Taste of Kuali”

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  1. fO Trainees, You are not required to print the following Kuali slides for fo Training.Thanks, Alan Young

  2. Alan Young, Kuali Project, AP Fiscal Officer Training “A Taste of Kuali”

  3. Kuali: Not a Hawaiian word. A Malaysian word, noun: Kitchen wok – a humble utensil which plays the most important role in a successful kitchen.

  4. UH’s current financial management information system (FMIS) has NOT been supported by the vendor, Software AG, since 1997. • UH is on it’s own for all support • FMIS in no longer repairable to meet the University’s on-going fund accounting requirements. • Running out of account codes, school codes, etc. • Integrated budget and financial data is needed to improved internal management, oversight, and audit purposes. Need to Replace Financial System for UH

  5. UH’s financial management system services all programs of all 10 UH campuses, the System, and Community Colleges Admin • Customers include Pgm Managers, Executives, PIs • Over 122 AO/FOs support UH programs • 2,715 authorized FMIS users • UH’s financial management systems produce and record: • 5,689,323 transactions (Jun 08) • >60,000 PCard transactions/year • 6,400 travel documents/year • 40,000 purchase orders/year • 5,000 electronic funds transfer documents/year • 59,068 accounts • 195,750 active vendors Scope of UH Financial Management

  6. The first of a family of “community source” information systems for higher education. • Others: Student and Research Administration • Software developed for higher education, by higher education • Based on current FIS in use at Indiana and UC-Davis • Committed Partners: Indiana, Hawaii, Cornell, Arizona, Michigan State, San Joaquin Delta College, Colorado State, USC, Maryland, UC-System, UC-Davis, UC-Santa Barbara, UC-Irvine, Colorado State…and growing… • With Support from Natl Association of Colleges & Universities of Business Officers (NACUBO) • Commercial Affiliates provide support: rSmart, IBM, Sun, Huron, Syntel… and growing… Kuali Financial System (KFS) at-a-glance

  7. Embedded workflow for all transactions • Electronic attachments as needed • Single account and its ledgers instead of GL/SL • User-defined subaccounts and subobjects • Relief from current FMIS limitations • e.g., school codes, appropriation codes, account codes, allocations and monitoring at department level • Web access to all functions • Modern open approach and technology • Reduces vendor lock-in • Compliance changes and new services Key Attributes of Kuali Financial System

  8. Approach recommended by UH Business Process Council (BPC), which said: • FMIS works, but is not our long-term future • Commercial software options unattractive to UH • Community source approach optimized control, cost and risk factors (www.hawaii.edu/bpc) • Recommendation accepted by Administration and Board of Regents (BOR) Why Kuali at UH?

  9. Executive Committee oversees FMIS to KFS transition • Howard Todo, VP for Budget & Finance/CFO • David Lassner, VP for Info Tech and Chief Info Ofr • John Morton, VP for Community Colleges • Kathy Cutshaw, VP for Admin, Fin & Oper • Debra Fitzsimons, Vice Chancellor, Hilo • Ann Nishimoto, Vice Chancellor, West Oahu • Mike Unebasami, Assoc VP for Admin Affairs, CC • Advisory committee: UH Business Process Council UH Kuali Project Governance

  10. Project Team: Project Manager, Tammy Vandevender • Functional & Technical Leads: • Chart of Accounts GALC • Financial Transactions/GL Karen Morimoto • Procurement Emily Jorgensen • Accounts Payable Alan Young • Budget Construction TBD • Contracts and Grants Janis Morita • Accounts Receivable Wendall Ho • Capital Assets Irwan Prayogo • Labor Ledger/Payroll GALC • Effort Reporting Dawn Kim • Data Mart Jodie Fujita • Reporting GALC • System Interfaces Michele Nakamoto • Technical Lynn Odo/Kathie Egami UH Kuali Project Governance (contd)

  11. Functional Teams: Users and Central Offices from Key Functional Areas (e.g., Procurement, Disbursing, Budgeting, Contracts & Grants, Accounting, Accounts Receivable, Fixed Asset, others. • UH Community Participation • User Group for communications and feedback • Special interest groups for major areas with particularly broad impact (e.g., procurement, reporting…) • External support from Kuali Commercial Affiliates. UH Kuali Project Governance (cont’d)

  12. Commitment to baseline KFS; all significant modifications must be approved by Executive Committee • All current UH policies and business processes open to review in moving to Kuali and national approaches • Willing to request legislative changes if necessary • Moving forward, all changes to financial systems and processes must support imminent migration to KFS UH Implementation Approach

  13. When is UH planning to implement KFS? ???

  14. Change Goal: use new technology to provide a web based financial system that streamlines processing of financial documents and provides managers and administrators with ready access to current information for analysis and decision-making. For more info, Kuali Project Mgr, Tammy Vandevender, tammy@hawaii.edu, 956-5718. How’s Kuali going to affect me?

  15. Questions?

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