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Full story on update of Kuali Financial System (KFS) Implementation at IU

YEC Newsletter Content

YEC 2009: Home page for year-end closing newsletter.

Year-End Closing: Important facts about year-end closing.

Year-End Closing Schedule: Print off a copy of the year-end closing schedule and keep important dates close at hand.

Year-End Production Reports: Available reports during the year-end closing process.

CAMS Closing: Year-end closing notes for Capital Asset Management.

Contract and Grant Closing: Year-end closing information for Contract and Grant accounts.

Auxiliary Accounting: Year-end closing information for Auxiliary and Service accounts.

Accounts Receivable: Changes with Write-Off Receivables and other Accounts Receivable news.

Accounts Payable: Year-end closing information for Accounts Payable.

FIS/TP Documents: A number of documents are designed specifically for processing financial transactions after June 30.

Clearing Accounts: Emerging policy on the use of clearing accounts.

IU Foundation Accounts: Fiscal year-end deadline information.

Update on Kuali Financial System (KFS) Implementation at IU

Indiana University has officially kicked off the implementation project of the Kuali Financial System (KFS).   KFS will replace the FIS and EPIC systems, providing a comprehensive suite of functionality that will serve all of Indiana University’s financial business needs.    The Kuali project started over four years ago as a community source initiative.  KFS is a rewrite of Indiana University’s FIS and EPIC systems using newer technology.  Nine institutions in total have participated in the rewrite of the system which will be implemented across the country at other institutions of higher education, including in the next year full implementations by Colorado State University and the University of Arizona.

KFS will bring change in structure, look, and feel to IU’s financial systems, involving the need for major testing of all functionalities and components, data conversion from the existing systems, and many decisions to be made to ensure that the KFS has all of the functionality to which IU users are accustomed and which the university’s policies and practices require departments to have.

IU KFS Steering Committee

An IU KFS Steering Committee has been formed and will serve the role of providing input on some functionality and priorities, and serving as a communication engine for information back to the campuses, schools, and departments. The first IU KFS Steering Committee meeting was held on April 30, 2009. This initial meeting included a review of the history of the Kuali project, a short demo, a review of the roles and responsibilities of the committee, and a review of current issues that the project is dealing with. The latter issues included discussions on the proposed implementation timeline, fit-gap analysis, conversion data issues between FIS/EPIC to KFS, and a communication plan.

IU KFS Steering Committee members include:

Jim Donges, Co-chair, Bloomington Budgetary Affairs
Camy Harrison, Co-chair, IUPUI Finance & Administration
Kathleen McNeely, Financial Management Services
Steve Keucher, University Budget Office
Lorelei Meeker, University Purchasing
Barry Walsh, UITS
Jim Becker, Research Administration
Rozzie Gerstman, Bloomington and VPCFO
Linda Hunt, VPCAO
Jill Piedmont, VPIT
Mark Kuchefski, Bloomington Auxiliaries
Chris Puckett, College of Arts and Sciences
Dawn Rhodes, IUPUI Finance & Administration
John Short, IUPUI Auxiliaries
Tim Brown, School of Medicine
Linda Lynch, Physical Education
Dan Dooley, East Finance & Administration
Marianne Milich, Northwest Finance & Administration
Bill O’Donnell, South Bend Finance & Administration
Tim Sehr, Kokomo Finance & Administration
Dana Wavle, Southeast Finance & Administration

Ex-officio:
Jim Thomas, UITS
Sterling George, FMS
Jennifer George, FMS
Charlie Sinex, FMS
Mary Byrde, FMS
Joan Hagen, FMS
Bill Overman, FMS
Harriet Fierman, FMS
Marilyn Kisters, University Purchasing
Ailish Byrne, UITS

KFS Steering Committee meetings will initially be held every 8 weeks.  

FMS, UBO and University Purchasing would all like to extend our appreciate to Camy Harrison, Associate VC for Finance, IUPUI, and Jim Donges, Associate Vice Provost, Bloomington, for agreeing to serve as co-chairs of the KFS Steering Committee.

In addition to the Steering Committee, an Executive Committee of the Steering Committee will be formed.  The members are Kathleen McNeely, Lorelei Meeker, Steve Keucher, Jim Donges, Camy Harrison, Jim Thomas, and Barry Walsh.  The Executive Committee’s role will be to finalize agendas for the Steering Committee and deal with ongoing decisions that need to be made in a timely basis.

Project Managers

Harriet Fierman will serve as the functional project manager for the FIS to KFS conversion. Marilyn Kisters will serve the same role for the EPIC to KFS conversion. The UITS lead for the project is Ailish Byrne.

Proposed Timeline for IU KFS

February 2009:  Five core Labor Ledger and General Ledger batch processes were replaced with retrofitted KFS release 3.0 versions (FMS central processing; no end-user impact.)

November 2009: The FIS ID billing and batch enterprise feed, as well as the FIS General Ledger and Labor Ledger Correction Process documents, will be replaced with KFS versions (FMS central processing; no end-user impact).

January 2011:  All remaining FIS user interfaces will be replaced with KFS; all FIS users will begin using KFS.

November 2011:  KFS Purchasing and Accounts Payable will replace EPIC and PDP processes for all users.
Block IU Last Updated 5/27/2009
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