Q: What services are included in the 09-10 IU Funding model?

Service	Details	Exceptions
Network	Network Jack (10/100/1000 where available); cable infrastructure-campus; wireless network; monitoring; domain name services; product lifecycle development; data center firewall; project consulting- scope & costs only; existing instructional support (connectivity support in general assignment classrooms, computer labs and public access terminals, as well as a component of wireless)	Moves, adds & changes; cable infrastructure-remote sites; install wireless access point; application or departmental firewall; wiring projects
Telephone	Telephone jack; voicemail (basic); local and local toll phone calls; long distance-domestic; toll free (800); UCSC conference calling; directory services; emergency blue light and elevator phone; 911 service; emergency notification back-up service; cell phone infrastructure; repair service; billing services; project consulting- scope & costs only	Moves, adds, changes; telephone/equipment; enhanced and premium voicemail; long distance-domestic NOT made via campus telephone network; ReadyTalk/ AT&T teleconferencing; outside (non-UCSC) directory assistance; auto attendant services; project consulting, coordination/ contractor; campus payphones; ; 800 MHz radio; dispatch support
Accounts/Identity Management (IDM)	UCSC ID/CruzID, Email accounts and campus business system accounts * Partially supported by IU funding
CruzMail		Other email systems
Desktop Support/ Asset Management	* Partially supported by IU funding	Desktop software; asset management for students; desktop hardware; software licensing
Help Desk	* Partially supported by IU funding	Divisional support
UCOP PPS Cost/Fee

Q: Who is considered an Information User?

The IU Funding model incorporates the following populations with the associated differential weights:

IU Population	Weighting	Population Notes
Info User non-student payroll FTE	100%	This population includes most faculty and staff who typically use basic network and phone connectivity services as part of their normal job duties. The IU model relies on an employee's title code to inform whether this is a reasonable expectation for a given employee.
Other Info User non-student payroll	30%	Please review page 7, sections 3.2.3 and 3.2.5 of the FMAG Proposal for title code and unit exceptions resulting in a classification of 'Other'.
Graduate major count	50%
Residential student headcount	24.5%	This population includes students living on campus in a dorm or apartment.

Q: What is the annual cost per Information User for the 2009-10 fiscal year?

$1,286.00 per Information User

Q: What will be the billing/financial difference as a result of the Information User (IU) Funding model?

The IU Funding model changes how the campus recovers costs for a specific set of services. For most customers, the greatest change will be seen in the area of Network and Telephone billing. Instead of being charged via a network jack or telephone line, your bill will now show a charge for each information user (Per weighted FTE assessment - see weightings above). For some divisional business staff, there may be a need to adjust how internal financial accounts pay for these services. Divisions will likely implement this model in the manner that best suits their internal needs. If you have specific questions regarding how your division will be implementing the IU Funding model, please see the IU Divisional Contact list for the appropriate contact in your division.

Q: How are IT services selected for inclusion in the IU Funding Model?

Current IU Services and potential future IU services must meet the following criteria:

• Service is provided by ITS
• Population of users is broad and campus wide
• Basic level of network/telecom backbone and connectivity services
• Basic Services (Including services that minimize campus risk (campus wide) and services that enhance productivity campus wide)
• Service level agreements are established and costs for this service are easily discernable and allocable
• Services included should not undermine the campus's ability to diversify resources
• Where administrative or logistical effectiveness can be achieved

Q: How were IU population weights determined?

The population weights used in the 07-08 transitional year IU Funding model were closely examined by the Funding Model Advisory Group (FMAG) using a combination of considerations including:

• The populations' direct usage of projected IU services
• The historical distribution of these services costs
• A review of how other UC campuses have implemented FTE-based metrics for recovering IT costs (See appendix C in IU report.)
• The principle that all units benefit to some extent from the central IT infrastructure and must share in its cost.

Q: What is the Funding Model Advisory Group (FMAG)?

In June 2007, Campus Provost/Executive Vice Chancellor Kliger convened the Funding Model Advisory Group (FMAG - See Charge) to assess and develop an ongoing Information User (IU) - FTE-based funding mechanism for Information Technology (IT) services provided by the ITS Division. The Funding Model Advisory Group completed its work when the Information User model was implemented. In fall 2008 the Information User Funding Model Implementation Team (IUFMIT) was created. This group is charged with reviewing all aspects of the IU implementation, including policy, service definition or other issues related to the model.

Q: Who will provide oversight for the IU Funding model?

The Information User Funding Model Implementation Team provides oversight of the implementation and review of the IU model. This group reports directly to the Vice Chancellors of ITS and Planning and Budget, who will ensure activities and issues are discussed with the appropriate campus governance bodies.

Q: Which campus groups were consulted on the decision to implement the IU Funding model?

During this past fiscal year, the Funding Model Advisory Group communicated progress and next steps to key groups and colleagues, including the Assistant Deans and the Campus Academic Support (CAS) groups, allowing for broad discussion and input as the details of the model were being worked out.

Formal consultation was completed with the following groups:

• Assistant Dean/Associate Vice Chancellor Group
• Deans Advisory Council
• Provost Operations Group (PROPS)
• Academic Senate Committee on Planning and Budget
• Academic Senate Committee on Computing and Telecommunications

Q: Do I still need to request activation for additional network and telephone jacks?

Yes - moves, adds and changes to network and telephone jacks are not included within the 08-09 IU services. More detailed information about 08-09 IU services is available here. For specific details on network and telephone service, please also visit their respective service pages:

Network Service Catalog
Telephone Service Catalog

Q: Will the IU Model affect my division's current policy for reviewing personal telephone calls?

No - The billing system has been developed in a manner that will reflect call costs while not charging the users for these direct expenses.

Q: I have specific network and telephone billing and/or service questions related to the implementation of the IU model. Whom should I contact?

ITS contacts for network and telephone billing questions have not changed, and are listed below:

Network/ Telephone Orders:
Phone: (831) 459-4255 (ext. 9-4255)
Email: NetTel@ucsc.edu

Network/ Telephone Billing Questions:
Phone: (831) 459-5771 (ext. 9-5771)
Email: itsbill@ucsc.edu

Q: Do I need to disconnect unused or unwanted telephone or network jacks if the on-going charges are included in the Information User charge?

Yes – Two reasons: capacity and liability

1. The equipment that supports the telephone and network connections has a limited capacity. If unwanted or unused services are not disconnected, the campus will reach current hardware capacity far sooner than necessary. Working with customers to maintain efficient usage of current telephone and network resources by disconnecting unused or unwanted service will continue to be an important component of network and telephone operations and will help us to prevent increased costs in the future.   

2. Telephone service left active has the liability to incur charges. The last FOAPAL on the telephone service will be billed for any chargeable calls and unauthorized services such as third party voicemail, DSL, collect calls. 

Q: Do I still need to continue reviewing and sending in FOAPAL, units and/or subscriber names assigned to network and telephone jacks?

Yes – These billing components will need to be reviewed and maintained so chargeable services will bill correctly and unwanted services can be disconnected.

Q: Who can I contact to get more specifics about how my division is implementing the IU Model?

Contact your divisional business office for specific questions about how your division is implementing the IU model.

Q: What is the Information User Funding Model Implementation Team (IUFMIT)?

In fall 2008, the Information User Funding Model Implementation Team (IUFMIT) was established to oversee the IU funding model's ongoing development. This group is charged with reviewing all aspects of the IU implementation, including policy, service definition or other issues related to the model.