This article describes how all the artifacts and activities involved in maintaining prices for TI services fit together over the course of a fiscal year.
Annual process
late July 00: Make a copy of the TI Service Pricing FY01 sheet (call it TI Service Pricing FY02). FY01 prices are now set in stone (in the former); the latter is a working document for revising and adding FY02 prices. Link the new copy to the TI Service Catalog and Billing Coordination meeting calendar event.
late July 00: Create a Jira Epic "TI Service Pricing FY02" with high-level Description phases:
[] plan new fees or service offerings that will require changing F&F (July-November 00)
[] tweak/update pricing models as desired (July-November 00)
[] 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 budgets for new/increased F&F fees (December 00)
[] later pricing changes that don’t require F&F changes (January-March 01)
[] announce new pricing as necessary (April 01)
[] activate new 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 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 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, the TI service catalog and billing coordination committee, and finally the OIT Fiscal Officer in 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 Fiscal Officer in January 01.
January-March 01: Finalize all new prices.
April 01: Announce new prices to appropriate populations, as necessary.
early July 01: Activate new prices
Update service catalog customer 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.