Open source administrative software for education Moving from Idea to Application

Agenda Brief overview of Kuali Governance Structure Overarching Guidelines Funding Models & Sustainability Collaboration and Prioritization Techniques Onboarding New Projects Q&A / Discussion

Brief Overview of Kuali – First, KFS Started in 2005 as Kuali Financial System 6 schools, NACUBO, and 1 Commercial Affiliate signed on Received Mellon grant for start-up funds Based on Indiana University’s financial system Delivered first release in November 2006 Now have 15 partners First implementations of KFS by partners in 2009 KFS includes all components of a large financial system

Brief Overview of Kuali – Then KRA 4 KFS partners invested in Research Administration Received Mellon grant for start-up funds Based upon the current MIT Coeus system Delivered first release in July 2008 Currently have 9 investing partners Includes modules for proposals, awards, and compliance

Brief Overview of Kuali -- Student A student project was forming, led by UBC Kuali and the project team decided to onboard into Kuali Also received Mellon grant for start-up funding Currently, 9 Investing Partners First module will be released in 2009: The Learning Unit Management Coordinating with many other projects, such as Fluid

Brief Overview of Kuali -- Rice Rice is the middleware and application development environment for all Kuali projects and for applications outside of Kuali Originally it was embedded in the KFS, but was abstracted once Kuali began to onboard additional projects Currently, there are 7 investing partners

Governance Structure Foundation is a thin layer; governance lies with the projects The Golden Rule: “Those who bring the gold make the rules” Project Boards oversee strategy and provides oversight Functional Councils set priorities Development teams are formed by investing schools, with approval by Project Manager from Lead Institution

Overarching Guidelines Use of the Educational Community License V2.0 Use of Kuali governance structure for Project Board, Functional Council and Project Manager Use of existing models or systems where possible Use of Rice Follow the principle of those who bring the gold make the rules Financial management and tax reporting by Kuali Foundation

Funding Models & Sustainability Institutions and Commercial Affiliates are members of the Kuali Foundation, to support the community They are also Investing Partners in projects, where MOST of the resources are applied Investing Partners provide FTEs for: – development, documentation, etc. – functional experts for specs and testing – cash for project expenses Investing Partners decide priorities and functionality The Sustaining Model is similar to the Development Model, with less resources required

Collaboration and Prioritization Collaboration model: – F2F when possible – Video as 2 nd choice – Phone / Skype as 3 rd choice – as last choice Collaboration tools: Confluence, JIRA, Sakai Prioritization: Functional Council rules!

Onboarding new projects Investing partners come together Charter document required Resources to support the project outlined MoU’s signed Kuali Foundation approval Some in the offing: Business Continuity, IT Support, HR/Payroll

Issues for Q&A Funding models in tough times Community source versus open source Cost of administrivia: financials, licensing, IP, taxes, etc. DISCUSSION……