Information User Overview

Overview

The Information User (IU) funding model allocates the cost of some central IT infrastructure and some broadly used IT services to campus units based on an FTE assessment of defined information user populations with associated weightings.

Background information on the original effort and drivers behind the implementation of this model are detailed below.  In addition, links to key historical documents are also listed below.

Services that are funded by the IU assessment must meet the following criteria:

  • Service is provided by ITS
  • Population of the users is broad and campuswide
  • Service provides a basic level of network and telecommunications connectivity or another basic IT service that supports productivity or minimizes risk
  • Service level agreements are established and costs are discernible and allocable
  • Services included should not undermine campus's ability to diversify resources

All services listed in ITS's service catalog are reviewed and determined to be eligible or ineligible for Information User funding. This matrix can be viewed here: http://its.ucsc.edu/services/docs/iu-service-descriptions.doc (Word)

The Information User model defines the following categories of users (and associated weightings):

  • Information User non-student payroll FTE - 100% - This population pays the full IU assessment and includes most faculty and staff who typically use basic network and phone connectivity services as part of their normal job duties.
  • Other Information User non-student payroll - 30% - This population pays 30% of the full IU assessment and includes those FTE who do not consistently use basic network and phone connectivity services as part of their normal job duties (e.g., custodians and food service workers).   
  • Graduate major count - 50% - This population pays 50% of the full IU assessment. 
  • Residential student headcount – 24.5% - This population pays 24.5% of the full IU assessment and includes students living on campus in a dorm or apartment.
  • For questions about the weightings, please contact Troy Lawson of Planning and Budget (9-4338).

For fiscal year 2014-15, the per Information User assessment per weighted FTE will be $1397/year. 

Given the broad nature of the criteria used to determine whether a service is eligible to be funded by the IU assessment and ongoing evolution of IT services, what IU funds has changed slightly since its initial implementation.

For the 2014-15 fiscal year, the IU assessment fully or partially funds the following services:

  • Network and Wireless
  • Telephone
  • Accounts
  • Standard Desktop Support
  • IT Security and Policy
  • Web
  • Data Center
  • E-mail and Calendaring
  • Payroll Personnel System (PPS) (current system)
  • For any questions about the services funded by the IU assessment, please contact Magge McCue of ITS (9-2199)


Background on IU Model

In 2007, then-Executive Vice Chancellor/Campus Provost (EVC/CP) Dave Kliger charged a group (known as the Funding Model Advisory Group (FMAG)) with creating a funding model for universally required IT services and infrastructure based on a “user-based” metric.  

The implementation of the IU funding model allowed the campus to move away from the antiquated port/jack and line-based charging metric.  Additionally, the IU model was intended to:

  • Institutionalize the principle that all units benefit to some extent from the central IT infrastructure and must share in its cost
  • Provide a rational basis for funding increases for the campus investment in shared IT services
  • Reduce security risk of new network devices (hubs, routers, unsecured wireless networks)
  • Move from the current port/line/jack charge model to a FTE-based metric (IU model)
  • Increase the number of services provided in a single unit (user) charge
  • Prepare for cost recovery in an increasingly wireless communication environment

History of Annual IT Assesments:

  • 2008-09: $1286/IU/Year
  • 2009-10: $1286/IU/Year
  • 2010-11: $1286/IU/Year
  • 2011-12: $1286/IU/Year
  • 2012-13: $1333/IU/Year
  • 2013-14: $1333/IU/Year
  • 2014-15: $1397/IU/Year

Frequently Asked Questions:

Q. Do I need to submit a request to add network and telephone jacks?

Yes.  Telephone and network moves, adds and changes are not included within the scope of the IU services.  More detail about IU services is available on the respective service page links below:
IU Services (See Above)
Telephone Services (http://its.ucsc.edu/telephone/index.html)
Network Services (http://its.ucsc.edu/network/index.html)

Q. I have specific network and telephone billing - service questions related to the IU model. Who should I contact?

ITS contacts for network and telephone billing questions are below: 

Network and Telephone Orders Phone: Contact the ITS Support Center or call 459-4357 (HELP).
Network and Telephone Billing Questions 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; please keep your unit's services up-to-date for the following two reasons:

1. Capacity:  the equipment supporting communications networks has limited capacity; therefore, we ask units to disconnect unwanted and unused services.  The benefits of doing so include preventing higher costs in the future, operating efficiently now and keeping historic records up-to-date whenever staff change locations or leave the university.

2. Liability:  units will be liable for charges incurred on telephones that are left active.  The latest FOAPAL assigned to the service will be billed for chargeable calls and services such as features and 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 need to be reviewed and maintained to ensure correct billing for chargeable services and to disconnect unwanted services.

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

Contact your divisional business office with specific questions about how your division handles the Information User Model.

ARTS

Janet Cloud

jlcloud@ucsc.edu

Baskin School of Engineering

Maureen McLean

mclean@ucsc.edu

Business & Admin Services

Marie Logan

logan@ucsc.edu

Campus Life-Dean of Students

Denise Onitsuka

dtoni@ucsc.edu

Campus Provost/EVC Units

Jackie Lemus

jackie@ucsc.edu

Humanities

David Symonik

dsymonik@ucsc.edu

ITS

Laura Pendergast

laurap@ucsc.edu

Library

Kim Hughes

klhughes@ucsc.edu

PBSci

Susan Bright

sbright@ucsc.edu

Research-VC Office

Tedd Siegel

tssiegel@ucsc.edu

Silicon Valley Initiatives

Tedd Siegel

tssiegel@ucsc.edu

SocSci

Diane Castle

decastle@ucsc.edu

UC Observatories

Anna Eredia

aeredia@ucsc.edu

Undergraduate Education

Ted Codding

tcodding@ucsc.edu

University Affiliated Research 

Tedd Siegel

tssiegel@ucsc.edu

University Extension/UNEX

Sean Si

xsi1@ucsc.edu

University Relations/UR

Elise Herrera-Mahoney

ehm@ucsc.edu

Links to Key Historical Documents