This article describes how all the artifacts and activities involved in maintaining prices for TI OIT services fit together over the course of a fiscal year.
Annual process
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late July 00: Make a copy of the TI Service
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Pricing FY01 sheet (call it TI Service
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Pricing FY02). FY01 prices are now set in stone (in the former); the latter is a working document for revising and adding FY02 prices.
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Link the new copy to the TI Service Catalog and Billing Coordination meeting calendar event.
late July 00: Create a Jira Epic "
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Service Pricing FY02" with high-level Description phases:
[] plan new fees or service offerings that will require changing F&F (
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July-November 00)
[] tweak/update pricing models as desired (
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July-November 00)
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November: dump OIT salary data from Cognos, fully load it with OPE/S&S, store in OIT Service Pricing > OIT Salary Dumps
Cognos > Run Employee and Index Information by Organization Code - H0004 with org code 610000, export as Excel, import into Google Sheets
[] finalize pricing model & check for increases that will impact F&F (November 00)
[] assemble and submit all changes to F&F (November 00)
[] develop detailed budget submissions for new/increased F&F fees (December 00)
[] later pricing changes that don’t require F&F changes (January-April 01)
[] trigger audit/reviews of special customer billing/pricing that wouldn’t be updated in any other way (February-March 01)
Review/update Vanport Building Technology SLA pricing for FY02
Review/update Housing buildings/rooms/rates (HCOM charges) and UPL rooms/rates (UPL* charges on AUX390)
[] announce new pricing as necessary (
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May 01)
[] activate new FY02 pricing (early July 01)
As you work on specific services, create Child issues of this Epic and corresponding sub-items in the Description checklist.
Fines & Fees for FY02 become active in July 01 and need to be
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submitted ~January 01, so get started early: price revisions or price development for new service offerings that are part of Fines & Fees should be in progress by
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September and complete by November.
November 00: Finalize any new prices that would require Fines & Fees changes (at least "not to exceed" ceilings) with service offering managers
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, the TI service catalog and billing coordination committee,
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and finally the OIT Fiscal Officer in
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Fines & Fees review meetings.
December 00: Develop detailed fee calculation budget for each new fee or increase, using the Fines & Fees committee’s current template, to prepare for their submission by OIT Fiscal Officer in January 01.
January-
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April 01: Finalize all new prices, and review/update special customer billed units/rates.
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May 01: Announce new prices to appropriate populations, as necessary.
early July 01: Activate new prices
Update service catalog customer
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views (main & technical), TC price list, and consolidated rate sheet.
Apply to PCR-360: create new Services and Charges as necessary, amend Charges as necessary
Note: the main service pricing model (and others) may calculate fees that we don't actually charge yet. They may go into Fines & Fees as provisional or aspirational, before we are sure we want to actually start charging them. But they should only appear in the service catalog customer views, consolidated rate sheet, and PCR-360 (atomically, changing all at once) when it becomes our policy to charge them.
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