1. Integration Points We Covered Persons Rolodex Appointments, Job Codes Sponsors Organizations Unit Hierarchy Cost Elements, Rates, Budgets Proposal (Institute Proposal) Award (sort of)

2. Remaining Integration Points (and their resolution in blue) Address: Action Item/Assignment Degree, training, salary: Action Item/Assignment IRB/IACUC components: (KRA Only; out of scope for this group) –Protocols –Committees –Queries –Training Records –Correspondence, Meeting Agendas, Notifications More on Awards: Action Item/Assignment --cover required integration points in SME group Conflict of Interest Components (KRA only; out of scope for this group) Negotiations (KRA only; out of scope) Subcontracts (Later Phase: covered a bit with Organizations) Bio-Safety and Chemical Tracking (KFS groups to identify Connections w/Purchasing Later Phase) Export Controls (KFS groups to identify Connections w/Purchasing; Later Phase) Organization (Internal/External) Service? Assign at a later point. Simple service in the short term (Central Org definition table, see assignments)

3. Assignments KRA Person Attributes & KFS Person Attributes, and Core Person Attributes (For “KIM-Kuali Identity Management”) Talk to Lori/Kathleen before 8/20 and determine the best way to accomplish this (we think this needs to be a joint group) –Take fields that are common, use common terminology –Normalize the 2 (try to affect the least disruption possible to terminology and elements) Internal Organization (KFS=Org Unit; COEUS=Unit & Unit hierarchy) Talk to Lori/Kathleen before 8/20 and determine the best way to accomplish this Further work on Budget: Ask KRA Budget SME group to discuss integration points Talk to Lori about the best way to accomplish this. Degree, Training, Salary: Integration Team to work on integration requirements Address: SME Groups need to weigh in. Lori/Kathleen. Need for multiple addresses for an instance of a person or organization is global, and/or the need to use cross module instances of an address. Various tables that support address (STATE and COUNTRY) KRA/KFS Glossary: Integration Team Work Flow Integration between the 2 products (Talk to Lori/Kathleen. Lora suggests assigning to SME groups in KRA, may need to join w/KFS SME groups for understanding) Subcontracts: There is both data and process integration required related to invoices. The appropriate SME groups on each side will need to work on this. Talk to Lori/Kathleen.

4. More assignments… Bio-safety (KFS required connections) More TBD Export control (KFS required connections) More TBD How to create a truly integrated version of KRA/KFS that appears as such to the user? (Related to the next point) What components/functionality are in, what’s the timing and implementation scenario (get input from functional council on how they want to see this) –KFS only –KRA only –KFS/KRA together*** This is what we focused on over the last 2 days –Conversion scenario to get to the KFS/KRA together version (KFS to KRA) –Conversion scenario to get to the KFS/KRA together version (KRA to KFS) Deliverable for 8/22 (Have discussion w/Lori/Kathleen as to what is expected) –Use the “Implementation Scenario” document as a base; include a summary of our discussions and action items (More coming from Rochele Cotter) –We need to prioritize/assign value to each item