2022 IT Organization, Staffing, and Financing

This module contains questions about central IT organization, staffing, and financing. In responding to the survey questions in this module, unless specified otherwise please enter data that describe your IT environment during the prior fiscal year (FY2021–22). "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

• Throughout the survey, "central IT" refers to the centralized information technology services and support organization reporting to the highest-ranking information technology administrator/officer in the institution.

• Please refer to the CDS glossary for definitions of other terms in the survey.

Institutional Information

1a. Fiscal Year Month End

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022. This definition of prior fiscal year is different from previous definitions of prior fiscal year for the CDS survey.

• In the United States, most higher education fiscal years end in May, June, or August.

In which month and year did your institution's prior fiscal year end?

( ) September 2021

( ) October 2021

( ) November 2021

( ) December 2021

( ) January 2022

( ) February 2022

( ) March 2022

( ) April 2022

( ) May 2022

( ) June 2022

( ) July 2022

( ) August 2022

( ) Other (please specify) ____________________________

1b. (non-U.S. institutions only) Currency and Exchange Rate

• If your institution primarily uses a currency other than U.S. dollars, we ask that you convert all amounts from your local currency to USD.

• In an effort to ensure consistency across exchange rates, we ask that all respondents use the same currency conversion tool with the rate effective on August 1, 2022.

  • Please use the currency converter tool from OANDA (https://www1.oanda.com/currency/converter/).

  • Under "currency I have," select your local currency and enter "1." Under "currency I want," select US Dollar from the menu. In the "Date" field, select August 1, 2022.

  • The amount that appears in the box under US Dollar should be entered below as your response to question 1b. Please also enter the name of your local currency.

Exchange rate for 1 US dollar on August 1 2022: __________

Name of your local currency: ________________

1c. Multi-Campus Systems

• A system is an organization of two or more institutions of higher education under the control or supervision of a common administrative governing body. Governing bodies generally have the power to act in their own name, to hire and fire personnel, enter into contracts, etc. A coordinating body without these powers or a section of a state agency usually would not be considered a system office (see https://surveys.nces.ed.gov/ipeds/public/glossary).

• A system institution refers to a single institution within a multi-campus organization.

• An administrative unit is the system or central office in a multi-campus organization.

• A system institution/administrative unit is an institution of higher education within a multi-campus organization that also acts as the administrative unit for the multi-campus organization.

Please select the statement that best describes your institution and your completion of this module:

( ) Single institution, not part of a system. My institution is not part of a multi-campus organization. The response to this module represents all IT expense, staffing, and service data for a single institution and any associated campus sites.

( ) System institution; responding for my institution only. My institution is part of a multi-campus organization but is not the administrative unit for the multi-campus organization. The response to this module represents all IT expense, staffing, and service data for ONLY my institution.

( ) System institution/administrative unit; responding for my institution only. My institution of higher education is also an administrative unit for a multi-campus organization. The response to this module represents all IT expense, staffing, and service data for ONLY my institution and the administrative unit.

( ) System institution/administrative unit; responding for all institutions within my system. My institution of higher education is also an administrative unit for a multi-campus organization. The response to this module represents all IT expense, staffing, and service data for all institutions within the multi-campus organization, including my institution and the administrative unit.

( ) Administrative unit only; responding for my unit only. My organization is an administrative unit for a multi-campus organization. The response to this module represents all IT expense, staffing, and service data for ONLY the administrative unit.

( ) Administrative unit only; responding for all institutions within my system. My organization is an administrative unit for a multi-campus organization. The response to this module represents all IT expense, staffing, and service data for all institutions within the multi-campus organization, including the administrative unit.

2. Context Notes for Funding and Managing Central IT (Optional)

The questions in this survey are intended to provide institutions with comparable IT financial and staffing data. Considering the many ways in which institutions fund and source IT services, making these comparisons can be challenging without the appropriate context. Please describe any special circumstances related to the way IT is provisioned at your institution that may impact the comparability of your financial and staffing data. For example, please describe any arrangements for outsourcing IT services or any ways in which IT is subsidized through services or enterprise systems provided by a system office or some other entity.

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Spending

3. Central IT Prior Fiscal Year Expenditures

Please enter the total amount of funds that central IT spent during the prior fiscal year:_____________________________ (USD).

• Please exclude all depreciation or amortization expenses.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

4. Central IT Expenditures by Expense Type

4. Out of the total amount of central IT expenditures reported in question 3, what amounts were spent in the following areas (USD) in the prior fiscal year?

• Please exclude all depreciation or amortization expenses.

• If central IT spent no funds in an area below, enter "0." Otherwise, enter your amount spent and select "accurate" if you are confident in the number you've entered. If you are able to estimate a dollar amount but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If your institution has spending in an area but you are unable to estimate a dollar amount, please leave the field(s) blank.

• Please also indicate any anticipated changes in spending (not due to inflation) for the current fiscal year as compared to the prior fiscal year.

• While these areas are mutually exclusive, the total of your estimates below does NOT need to sum to the "prior fiscal year expenditures" figure from question 3.

• Please include compensation for all student employees, regardless of funding source. Student employee FTE data are requested in the staffing section of the survey. 

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

4.1a. Capital expenditures: _______________ Expenditures to buy, install, maintain, or improve an institution's information technology fixed assets, such as equipment or systems (including cloud-based systems or off-site server space). Generally, these assets exceed an established "capitalization" dollar threshold and are expected to provide service for more than one year.

4.2a. One-time expenditures: _______________ Expenditures for services, activities, or things that are not expected to re-occur on a regular basis and do not fall under the institution's typical operations (central IT operating spending) or capital expenditures.

(Expenditures of this type include unforeseen spending that was not necessarily budgeted. For example, COVID-19-specific spending or spending using grant funding for COVID-19-related expenditures.)

4.3a. Operating expenditures: ____________________ Expenditures for providing regular, ongoing infrastructure and services necessary for the operation of the institution (e.g., annual software contracts, utility payments, maintenance agreements, supplies, vendor payments, and other expenditures for daily activities to keep central IT running).

4.4a. Compensation: ____________________________ This includes salaries and benefits for all central IT staff and students (regardless of source of funding):

4.5a. Central IT staff professional development:_______________________ (training, education, and training-related travel):

4.6a. Memberships and Subscriptions:_______________________ (Memberships and subscriptions (e.g., Gartner, EAB, EDUCAUSE, etc.):

4.7 The questions in this survey are intended to provide institutions with comparable IT financial and staffing data. Considering the many ways in which institutions choose to define one-time, capital, and operating expenditures, making these comparisons can be challenging without the appropriate context. Please describe any considerations that should be taken into account when reviewing your responses to this question. For example, please describe any ways in which your interpretation of capital spending may differ from that of others and how that variance is represented in your response. Please also use this space to describe special funding or spending circumstances due to COVID-19.

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5. Central IT Expenditures: Emerging or Key Technologies - Optional

The questions on this page are optional, but we encourage you to complete them. Feedback from the 2020 CDS survey indicated that tracking spending in these technology areas could help institutions plan for future spending in these areas. These questions may be required in future years. At the end of this section, you will be able to provide some brief feedback on the question(s).

For the following areas of emerging or key technologies, please enter the total amount of funds that central IT spent during the prior fiscal year (USD).

• Please do not include staff compensation or benefits in the amounts listed for each category.

• If central IT spent no funds in an area below, enter "0." Otherwise, enter your amount spent and select "accurate" if you are confident in the number you've entered. If you are able to estimate a dollar amount but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If your institution has spending in an area but you are unable to estimate a dollar amount, please leave the field(s) blank.

• Please also indicate any anticipated changes in spending (not due to inflation) for the current fiscal year as compared to the prior fiscal year.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

5.1a. Cloud-based services: _______________ Includes expenditures for storage, compute, networking, security, and other monitoring services provided via a public cloud tenancy (examples include, but are not limited to, AWS, Microsoft Azure, and Google Cloud Platform).  Does not include SaaS expenditures outside of a public cloud tenancy.

5.2a. Artificial Intelligence: _______________ Includes expenditures for the integration of AI capabilities or products (for example, natural language processing [NLP], cognitive systems, and analytics) into applications, systems, or bots.

5.3a. Multi-factor authentication (MFA): ____________________ Includes expenditures for electronic authentication methods in which a device user is granted access to a website or application only after successfully presenting two or more pieces of evidence to an authentication mechanism.

5.4a. Endpoint detection and response: ____________________________ Includes expenditures for technologies, products, or systems focused on detecting and investigating security threats by real-time monitoring of endpoint data.

5.5. To add context to your response, please describe some of the types of expenditures you included for each of the following:
Cloud-based services_____________________________________________
Artificial intelligence______________________________________________
Multi-factor authentication (MFA)____________________________________
Endpoint detection and response___________________________________

6. Central IT Current Fiscal Year Budget

6a. Please enter the total amount of funds that central IT is expected to spend, or has budgeted to spend, for the current fiscal year (USD). ______________________________

• Please exclude all depreciation or amortization expenses.

• Enter central IT's budgeted amount and select "accurate" if you are confident in the number you've entered. If you are able to estimate a dollar amount but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If you are unable to provide an estimate within 10% for central IT's budget, please leave the field(s) blank.

7. Distributed IT Expenditures and Budget

7a. Please enter the total amount of funds that distributed IT spent during the prior fiscal year (USD). __________________

• Please exclude all depreciation or amortization expenses.

• If IT at your institution is mostly or completely centralized (75–100% centralized), meaning there is very little or no distributed IT spending, enter "0." Otherwise, enter your amount spent and select "accurate" if you are confident in the number you've entered. If you are able to estimate a dollar amount but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If your institution has distributed IT spending but you are unable to estimate a dollar amount, please leave the field(s) blank.

• Recommendations for measuring the cost of distributed IT were developed by ECAR Working Groups and are published in Calculating the Costs of Distributed IT Staff and Applications.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

7c. Please enter the total amount of distributed IT expenditures budgeted for the current fiscal year (USD). ______________________

• Please exclude all depreciation or amortization expenses.

• If IT at your institution is mostly or completely centralized (75–100% centralized), meaning there is very little or no distributed IT spending, enter "0." Otherwise, enter your amount spent and select "accurate" if you are confident in the number you've entered. If you are able to estimate a dollar amount but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If your institution has distributed IT spending but you are unable to estimate a dollar amount, please leave the field(s) blank.

• Recommendations for measuring the cost of distributed IT were developed by ECAR Working Groups and are published in Calculating the Costs of Distributed IT Staff and Applications.

8. Spending Section Feedback - Optional

Please provide any comments about the questions in the Spending section. Specifically, we'd like to know how useful you find the questions to be for peer benchmarking, how difficult or easy they are to answer, and if any additional guidance would be helpful in writing your response. You may also want to include any notes about how pandemic-related spending or budget issues affected your responses to this section.

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Staffing

9. Central IT Staffing Prior Fiscal Year

How many full-time equivalent (FTE) staff and student positions were in central IT in the prior fiscal year?

• Consider the number of full-time and any part-time positions under central IT in the prior fiscal year. In other words, do not consider whether a position was filled the entire year or whether there was turnover. For example, if you had 10 FTE in central IT at the start of the fiscal year and one FTE departed but no replacement had been hired by the end of the fiscal year, that still counts as 10 FTE.

• Student numbers should be entered in FTE. This may be different from the total number of student workers in central IT. For example, 4 students working 10 hours a week each would count as 1 FTE. The following methods may be used to calculate this number:

  • If you know the total number of student worker hours allocated to central IT during the fiscal year, divide that number by 2,080 (number of hours per year, based on a 40-hour work week).

  • If you know the total number of dollars used for student workers, divide that number by the average hourly wage and then divide the result by 2,080.

• Please include fixed-term employees.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

• Please also indicate any anticipated changes in staffing for the current fiscal year as compared to the prior fiscal year.

9.1a. Central IT staff FTE ____________

9.2a. Central IT student employee FTE ___________

10. Central IT Staffing by Role

Tracking staffing in the following roles helps us understand the changing business structures of higher education IT. Of those central IT FTE specified in the prior fiscal year (excluding students), how many FTE were in each of the following roles?

• The total FTE in the rows below do not need to total to the number of staff FTE listed in question 9.1a.

• If central IT does not have staff in an area below, enter "0." Otherwise, enter the number of FTE for each area and select "accurate" if you are confident in the number you’ve entered. If you are able to estimate FTE staff but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If your institution has FTE staff in an area but you are unable to provide an estimate within 10%, please leave the field(s) blank.

• Please also indicate any anticipated changes in staffing for the current fiscal year as compared to the prior fiscal year.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

10.1a. Database administrator_______________ Staff member who maintains effective and efficient operation of a computer database. Ensures database runs properly, keeps database current, makes access readily available and timely, and formulates and designs new database applications. Makes decisions regarding procedures for set up of, access to, and operation of database. Refers decisions relating to major policy changes or the purchase of new software to supervisor.

10.2a. Business analyst_________________ Staff member responsible for creating, enhancing, and documenting maintainable analytical solutions in solving strategic problems for a business unit, department, or school. May lead or assist in gathering stakeholder requirements, translating those requirements to technical solutions and providing support for application enhancements and products. May work with outside vendors in developing solutions. Collaborates with stakeholders in communicating solutions and iterating on project efficacy.

10.3a. Data scientist_____________________ Staff member responsible for analyzing complex data and providing data-driven advice for the unit. Manages statistical data and creates predictive models based on the unit's needs. Possesses advanced analytical skills, as well as oral and written communication abilities. Processes research information for easier consumption and transforms it into actionable plans. Provides value to the unit through findings and thoughtful insights.

11. Central IT Staff Turnover and Underrepresented Group Hires

11a. During the prior fiscal year, how many staff FTE (exclude students) departed central IT? ____________

• By "departed," we mean an employee's voluntary separation, involuntary termination, permanent layoff, a fixed-term employee's term running out, or transfer to another campus unit so that the position no longer reports under central IT. Please do NOT include temporary furloughs or any kind of leave of absence/sabbatical.

• For part-time employees, record values as decimal points relative to their number of hours in a 40-hour week. For example, a departing part-time employee who worked 20 hours per week would be recorded as .5. If central IT had a total of 2 full-time employee departures and one 20-hour-week employee departure, the total value would be 2.5.

• The total should represent the number of staff who left in terms of the FTE hours they were working before departure. In other words, do not take into account the time of year in calculating an FTE value. A full-time employee who departed in October counts the same as one who departed in March. 

• Enter the number of FTE and select "accurate" if you are confident in the number you’ve entered. If you are able to estimate FTE staff departures but feel the number could be inaccurate by about 10%, please indicate this by checking "loose estimate." If you are unable to provide an estimate within 10%, please leave the field(s) blank.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

11c. During the prior fiscal year, how many staff FTE (exclude students) were hired into central IT in the following situations?

• For part-time employees, record values as decimal points relative to their number of hours in a 40-hour week. For example, a newly-hired part-time employee who works 20 hours per week would be recorded as .5. If central IT had a total of 2 full-time employee hires and one 20-hour-week employee hire, the total value would be 2.5.

• Enter the number of FTE and select "accurate" if you are confident in the number you’ve entered. If you are able to estimate FTE staff hires but feel the number could be inaccurate by about 10%, please indicate this by checking "loose estimate." If you are unable to provide an estimate within 10%, please leave the field(s) blank.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

To fill a vacancy, regardless of how long that vacancy had been open (i.e., the data scientist resigned in December and we hired a new one in March): _____________

Into a position new to central IT during the prior fiscal year (i.e., a new role was created or posted for the first time, or an FTE that reported to another unit on campus was transferred to central IT): _______________

11e. During the prior fiscal year, how many staff FTE (exclude students) were hired into central IT from underrepresented groups?_________________

• We define "underrepresented groups" as groups of the population that have historically held a smaller percentage of professional roles within a field or institution as compared to the percentage of that group in the overall population. Examples of the characteristics these groups are based on include, but are not limited to, race and/or ethnicity, sex and/or sexual orientation, gender identity, religion, disability status, and veteran status.

• For part-time employees, record values as decimal points relative to their amount of hours in a 40-hour week. For example, a newly-hired part-time employee who works 20 hours per week would be recorded as .5. If central IT had a total of 2 full-time employee hires and one 20-hour-week employee hire, the total value would be 2.5.

• This number will "overlap" with numbers from question 11c. For example, if you had 2 FTE fill a vacancy, one of whom was from an underrepresented group, and had 0 hires into new positions, then record 1. Do not change your answers to question 11c.

• Enter the number of FTE and select "accurate" if you are confident in the number you’ve entered. If you are able to estimate an FTE number but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If you are unable to provide an estimate within 10%, please leave the field(s) blank.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

12. Distributed IT Staffing: Prior Fiscal Year

Please specify the number of FTE staff and FTE students who held distributed IT roles during the prior fiscal year.

• Student numbers should be entered in FTE. This may be different from the total number of student workers in central IT. For example, 4 students working 10 hours a week each would count as 1 FTE. The following methods may be used to calculate this number:

  • If you know the total number of student worker hours allocated to distributed IT during the fiscal year, divide that number by 2,080 (number of hours per year based on a 40-hour work week).

  • If you know the total number of dollars used for student workers, divide that number by the average hourly wage and then divide the result by 2,080.

• Please include fixed-term employees.

• If IT at your institution is mostly or completely centralized (75–100% centralized), meaning there is very little or no distributed IT, enter "0." Otherwise, enter the number of FTE and select "accurate" if you are confident in the number you’ve entered. If you are able to estimate FTE staff but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If your institution has distributed IT FTE but you are unable to estimate the number, please leave the field(s) blank.

• Recommendations for measuring the cost of distributed IT were developed by ECAR Working Groups and are published in Calculating the Costs of Distributed IT Staff and Applications.

• "Prior fiscal year" is defined as the most recent fiscal year ending before September 1, 2022.

12.1a. IT staff FTE outside central IT_________________

12.2a. IT student employee FTE outside central IT______________

13. Staffing Section Feedback (Optional)

Please provide any comments about the questions in the Staffing section. Specifically, we'd like to know how useful you find the questions to be for peer benchmarking, how difficult or easy they are to answer, and if any additional guidance would be helpful in writing your response. You may also want to include any notes about how pandemic-related staffing issues affected your responses to this section.

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14. IT Services, Responsibility, Spending, and Staffing

This section asks about responsibility for the eight IT service categories from the IT service catalog, with further detail on spending and staffing for those services for which central IT is responsible. The structure of the categories and services is outlined below. To see full descriptions of categories and services, please see the IT service catalog.

1. Category: Administrative and business—Services that support the administrative and business functions of an institution. Includes business capability and process automation, financial and procurement systems, human resource systems, library systems, and student information systems.

   • Data, Reporting and Analytics

2. Category: Communication and collaboration—Services that facilitate institutional communication and collaboration needs. Includes conferencing and telephones, email and collaboration services, media and audio/visual, and web services (including both internet and intranet web services).

   • Conferencing and telephones

   • Email and collaboration services

3. Category: Desktop and mobile computing—Services that support access and use of community members' devices and related peripherals. Includes desktop and mobile device support, printing and related services, and software and applications distribution.

4. Category: Infrastructure—Foundational services that support the operation and management of the enterprise IT environment. Includes data center services, database management, network and connectivity management, and server and storage management (including on-premise, remote, and cloud-based data centers).

   • Data center services

   • Database management

   • Network and connectivity management

   • Server and storage management

5. Category: IT professional services—People-based services that support the management of IT for the institution. Comprises consulting services not related to specific services identified in other categories. Includes enterprise architecture, continuous improvement and innovation, digital accessibility, IT communication and documentation, IT service delivery and support, portfolio and project management, and training and outreach.

   • IT service delivery and support

   • Portfolio and project management

6. Category: Research—Services supporting the institution's research activities, including advanced or specialized storage and applications, research data services and software, and lab management systems.

7. Category: Information security—Services that provide security, data integrity, and compliance for institutional activities. Includes identity and access management, security consulting and education, incident response and investigation, and security policy and compliance.

   • Identity and access management

   • Secure computing

8. Category: Teaching and learning—Services providing instructional technology and resources directly supporting teaching and learning. Includes learning management systems, instructional technology and design, assessment and learning analytics, lecture capture, and polling and surveys.

   • Academic technology and support

   • Instructional technology and design

   • Learning management

14. From the options described below, please indicate the one that best describes how each of the categories is structured at your institution:

• Central IT (the institutional central IT unit reporting to the highest-ranking IT administrator/officer in the institution) primarily funds, organizes, staffs, and delivers these types of services. This option is best for institutions in which central IT staff and leadership make decisions about which software/service vendors to offer to campus users (faculty, staff, students), own the cost center for such services, ensure that services are successfully installed/delivered to new users or on new campus hardware (as applicable), and are responsible for end-user support in most cases (there may be non-IT staff who also offer some end-user support, especially for large campuses).
• Another campus unit (that does not report to the highest-ranking IT administrator/officer) primarily funds, organizes, staffs, and delivers these types of services. This option will make the most sense for some service categories over others. For example, at some institutions, services under teaching and learning are managed by academic affairs or library services. By selecting this answer, you indicate that a non-IT campus unit makes decisions about which software/service vendors to offer to campus users, owns the cost center, and is responsible for installing/delivering the service.
• An external organization/vendor (but NOT another campus unit—you may also refer to these scenarios as "outsourcing" or "contracting") primarily organizes, staffs, and delivers these types of services. Some institutions have situations in which staff from the external organization are responsible for managing a service, supporting end users, performing maintenance, and the like.
• Mixed responsibility. This option should be selected when you cannot reasonably select one of the above categories because responsibility is split between more than one unit (a combination of central IT, other campus units, and outsourced organizations). Central IT should have at least some responsibility for aspects of this service area—you will be asked to enter expenditure data. If you cannot attribute at least 75% of the service category responsibility to one of the options above, select this option.
• Unable to estimate. Select this if, after examining the description of the service area, you cannot report expense or staffing data related to the service area.
  
  Administrative and business ___________________________________
  Communication and collaboration _______________________________
  Desktop and mobile computing __________________________________
  Infrastructure _________________________________________________
  IT professional services ________________________________________
  Research ____________________________________________________
  Information security ___________________________________________
  Teaching and learning _________________________________________

[for any service categories indicated as "Another campus unit," please write in the name of the campus unit below - optional.]

14a. Name of campus unit that primarily funds, organizes, staffs, and delivers these types of services:

Administrative and business ___________________________________
Communication and collaboration _______________________________
Desktop and mobile computing __________________________________
Infrastructure _________________________________________________
IT professional services ________________________________________
Research ____________________________________________________
Information security ___________________________________________
Teaching and learning _________________________________________

[for any categories indicated as "Central IT" or "Mixed responsibility," proceed to questions 14.1–14.8 by filling out the rows for those categories and services.

For categories where you indicated another type of responsibility, proceed straight to END OF MODULE FEEDBACK, question 15.]

IT Service Category Spending

Please enter the total amount of funds that central IT spent on service categories indicated as "Central IT" or "Mixed responsibility" in the prior fiscal year:

Include:

• Software licenses and any related expenditures that make key applications and other technology available (for example, maintenance costs and hardware costs that support the application)

• Installation, maintenance, and any related costs that directly support hardware needed for these services (i.e., for things such as data center and network connectivity)

Do NOT include:

• Salary/compensation expenditures for staff supporting the service area (often, staff support more than one area or are part-time in one area, etc., making compensation expenditures too difficult to estimate; instead, we collect data on the number of FTE that support the service category)

• If central IT spent no funds in an area below, enter "0." Otherwise, enter your amount spent and select "accurate" if you are confident in the number you've entered. If you are able to estimate a dollar amount but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If you are unable to provide an estimate within 10% for any category, please leave the field(s) blank.

• Please also indicate any anticipated changes in spending (not due to inflation) for the current fiscal year as compared to the prior fiscal year.

14.1a. Administrative and business. Total amount of funds (USD):_________________

14.2a. Communication and collaboration. Total amount of funds (USD):_________________

14.3a. Desktop and mobile computing. Total amount of funds (USD):_________________

14.4a. Infrastructure. Total amount of funds (USD):_________________

14.5a. IT professional services. Total amount of funds (USD):_________________

14.6a. Research. Total amount of funds (USD):_________________

14.7a. Information security. Total amount of funds (USD):_________________

14.8a. Teaching and learning. Total amount of funds (USD):_________________

IT Service Category Staffing

Please indicate the number of central IT FTE staff supporting service categories indicated as "Central IT" or "Mixed responsibility":

• At many institutions, staff members support multiple areas. To answer this question in a comparable way, you may need to partition an employee's FTE using decimal points. 

  • For a full-time equivalent employee for whom 75% or more of their duties pertain to teaching and learning, record 1.

  • For a full-time equivalent employee for whom about 50% of their duties pertain to teaching and learning, record .5.

  • For a full-time equivalent employee for whom 25% or less of their duties pertain to teaching and learning, record .25

• For part-time or hourly staff, record the number of hours spent on a service category in terms of a 40-hour work week. For example, a 10-hour-per-week employee who is fully dedicated to supporting this service should be represented by .25. A 20-hour-per-week employee who spends approximately half their time on this service should also be represented by .25.

• Please include fixed-term employees.

• Enter your FTE amount and select "accurate" if you are confident in the number you've entered. If you are able to estimate an FTE amount but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If you are unable to provide an estimate within 10%, please leave the field(s) blank.

• Please exclude student employee FTE with the exception of the Teaching and Learning category (see additional row below).

14.1d. Administrative and business. FTE amount:_________________

14.2d. Communication and collaboration. FTE amount:_________________

14.3d. Desktop and mobile computing. FTE amount:_________________

14.4d. Infrastructure. FTE amount:_________________

14.5d. IT professional services. FTE amount:_________________

14.6d. Research. FTE amount:_________________

14.7d. Information security. FTE amount:_________________

14.8d1. Teaching and learning (staff FTE only). FTE amount:_________________

14.8d2. Teaching and learning (student FTE only). FTE amount:_________________

IT Services Spending

To the extent possible, please break down the total spent on the following IT services within each category indicated as "Central IT" or "Mixed responsibility" as defined by the IT service catalog:

Include:

• Software licenses and any related expenditures that make key applications and other technology available (for example, maintenance costs and hardware costs that support the application)
• Installation, maintenance, and any related costs that directly support hardware needed for these services (i.e., for things such as data center and network connectivity)

Do NOT include:

• Salary/compensation expenditures for staff supporting the service area (often, staff support more than one area or are part-time in one area, etc., making compensation expenditures too difficult to estimate; instead, we collect data on the number of FTE that support the service category)
• If central IT spent no funds in an area below, enter "0." Otherwise, enter your amount spent and select "accurate" if you are confident in the number you've entered. If you are able to estimate a dollar amount but feel it could be inaccurate by about 10%, please indicate this by checking "loose estimate." If you are unable to provide an estimate within 10% for any category, please leave the field(s) blank.

Administrative and business

14.1f. Data, reporting, and analytics. Total amount of funds (USD):_________________

Communication and collaboration

14.2f1. Conferencing and telephones. Total amount of funds (USD):_________________

14.2f2. Email and collaboration services. Total amount of funds (USD):_________________

Infrastructure

14.4f1. Data center services. Total amount of funds (USD):_________________

14.4f2. Database management. Total amount of funds (USD):_________________

14.4f3. Network and connectivity management. Total amount of funds (USD):_________________

14.4f4. Server and storage management. Total amount of funds (USD):_________________

IT professional services

14.5f1. IT service delivery and support. Total amount of funds (USD):_________________

14.5f2. Portfolio and project management. Total amount of funds (USD):_________________

Information security

14.7f1. Identity and access management. Total amount of funds (USD):_________________

14.7f2. Secure computing. Total amount of funds (USD):_________________

Teaching and learning

14.8f1. Academic technology and support. Total amount of funds (USD):_________________

14.8f2. Instructional technology and design. Total amount of funds (USD):_________________

14.8f3. Learning management. Total amount of funds (USD):_________________

15–20. End of Module Feedback (Optional)

15. Please provide, in a paragraph or two, any background information about IT organization, staffing, and financing in your institution that could be useful to other CDS participants who may be using your data in their benchmarking. Examples: "We hired a consultant to redesign our funding model" or "In the past year we migrated student email to a cloud service."

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16. Please provide the name and email address of the person to contact regarding your institution's responses to this survey.

Name: ________________________________________________________
Email: ________________________________________________________

17. EDUCAUSE welcomes your feedback on this survey module. Please let us know of any technologies, innovations, or challenges important to your institution that are not addressed or are inadequately addressed in this year's survey. We'd also like to know if any questions in this module are not relevant to your institution. How else could this module of the CDS survey be improved?

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18. How many people participated in preparing and completing the answers to the questions in this module?

( ) 1
( ) 2–4
( ) 5+

19. Approximately how much time did you spend on the following?

• Acquiring and processing question data prior to entering data into the survey: _______ (hours)

• Entering data into the survey: _______________(hours)

20. How easy or difficult was it for you to complete this module? Please take into consideration the amount of time it took, the ease of gathering information needed to answer the questions, the ease of identifying people at your institution to supply the answers, the clarity of the questions, etc.

( ) Very difficult
( ) Difficult
( ) Somewhat difficult
( ) Somewhat easy
( ) Easy
( ) Very easy