The Sigma (Kuali Student Financial Aid) Scholarship Proposal

April 25, 2012 Board Presentation

April 25, 2012

Student Financial Aid: Scholarships

The Supplemental Component of Student Financial Aid – Scholarship ManagementDecentralized management and

activityCentralized control and reviewComplex system interactions with all

core components of Kuali Student, KFS, and external agencies, external donors, future CRM, future concierge management, and future prospect management.

Business rule architected to support highly restricted scholarship funds

April 25, 2012

Student Financial Aid: Scholarships

Sigma Core StrengthsFunctional Domain ExperienceKuali Technical ExperienceMultiple Large and Small

implementation ExperienceBusiness Rule ExperiencePolicy ExperienceCore Team Experience

April 25, 2012

Student Financial Aid: Scholarships

Overview of Functional Proposal (1)Scholarship CatalogRule Based Customized

Eligibility RequirementsManagement of Current and

Historical ScholarshipsDonor and Scholarship Funds

Management Formal Application Management

Scholarship Component

April 25, 2012

Student Financial Aid: Scholarships

Overview of Functional Proposal (2)Seamless Integration with

Federal, State and Institutional awards

Automatic eligibility evaluation and workflow approval processing

Decision processing with optional committee or donor approval

Thank you letters Management reporting

Scholarship Component

April 25, 2012

Student Financial Aid: Scholarships

Overview of Functional Proposal (3)Student Self Service Student Mobility ServiceMemoranda and CRM service stubsInteraction with KSA and KE

ComponentsInteraction with KFSApplication and Document

Requirement ManagementInteraction with future concierge,

and future prospect management components

Scholarship Component

Student Financial Aid: Scholarships

April 25, 2012

Project Comparison with Kuali KSA Project

Description KSA (Student Accounts)

Student Financial AidSCHOLARSHIP COMPONENT

Projected Billable Hours

7,000 8,500 (TOTAL)

Projected Contributed Hours

10,000 10,000

Project Length 18 months 12 months

Phases 2 2

Milestones 6 6

Student Financial Aid: Scholarships

Next StepsFormal Proposal Questions

April 25, 2012