Peralta CCD Planning & Budgeting Integration Overview

PCCD Planning and Budgeting Integration

Peralta CCDPlanning & Budgeting IntegrationOverview


Background


Chancellor’s Charge• Streamline the process for

developing recommendations on planning and budgeting

• Ensure effective shared governance participation

• Deliver thoughtful, data-driven recommendations


Need for the Change - Why this proposal now? • Required by Accreditation: need to

integrate planning and budgeting.

• Supports vision of Strategic Plan: data-driven, collaborative planning

• Provides a solutions for the lack of clear advisory reporting channels

• Addresses college requests for fewer and more efficient District-wide committees.


CWG MembershipJoseph Bielanski, Berkeley City College Academic Senate PresidentCarlotta Campbell, College of Alameda Academic Senate PresidentKarolyn Van Putten, Laney College Academic Senate PresidentAnne Elliot, Merritt College Academic Senate PresidentDebby Weintraub, PFT PresidentMark Greenside, PFTMatthew Goldstein, PFTPatricia Dudley, PFTRona Young, Classified SenateHorace Graham, Classified SenateJeanette Jackson, Vice President, Instruction, College of AlamedaFrank Chong, President, Laney CollegeThuy Nguyen, Strategic Planning ManagerDebbie Budd, Associate Vice Chancellor, Educational Services


Proposal Overview


Guiding Principles

1. Educational planning is the foundation of decision-making.

2. College planning is the primary source for recommendations.

3. Communication between committees must be transparent and logical.

4. The proposed Planning and Budgeting Council (PBC) makes recommendations to the chancellor and to makes recommendations on initiatives proposed by the Chancellor.


Guiding Principles (cont.)5. All constituencies have the right to

make recommendations directly to the Chancellor and Board.

6. There needs to be a clear path from recommendations to consideration in the decision-making cycle

7. All decisions and minutes shall be documented and publicized widely, using all available means.


Purpose• Promote student success by improving

timeliness

• Create a structured advisory process leading to decision-making

• Serve as the official and standard process for recommendations

• Provide processes to resolve issues between the colleges and district service centers, and between and among the colleges


One Year Testof PBI Model

• Implement from the beginning of the Fall term 2009 through the 2009-2010 academic year

• Review and modify after one year


TermsPlanning and Planning and

Budgeting Budgeting Integration Model Integration Model (PBIM)(PBIM)

District wide shared governance process for integrating college planning and linking planning and budgeting.

Planning and Planning and Budgeting Council Budgeting Council (PBC)(PBC)

The overall integrating committee within the PBIM

District Subject District Subject Matter Matter CommitteesCommittees

District wide shared governance committees for education, technology and facilities

Shared AgreementShared Agreement When all committee members provide some level of support for a recommendation.


Annual Planning Calendar for Integrating Planning and Budgeting

1- INITIAL DATA REVIEW& INITIAL DISCUSSIONS1- INITIAL DATA REVIEW& INITIAL DISCUSSIONS

2 - COLLEGES DEVELOPPRIORITIES

2 - COLLEGES DEVELOPPRIORITIES

4 - BUDGET DEVELOPMENT4 - BUDGET DEVELOPMENT

BOARD APPROVALBOARD APPROVAL

Jan - May Sep - Nov Dec - May Sep

3 - DISTRICT WIDE INTEGRATION

3 - DISTRICT WIDE INTEGRATION


Board of Trustees

Chancellor / SMT

District Planning and Budgeting Council

Technology Committee

Education Committee

Facilities Committee

Berkeley City College

College of Alameda

Laney College Merritt College

PBIM Flow, Responsibilities and Composition


Board of Trustees

Chancellor / SMT



Education Committee



College of Alameda


Unit Plans/Unit Plans/Program Program ReviewsReviews




Education & Education & Resource Resource PrioritiesPriorities




College planning is the foundation of decision making


Education Committee



Board of Trustees

Chancellor / SMT



Education Committee



College of Alameda


District Subject Matter Committees provide technical review and coordination


Education Committee


Charge


Board of Trustees

Chancellor / SMT



Education Committee



College of Alameda



Education Committee


Composition

District Subject Matter Committees provide technical review and coordination

Tri-Chairs: Admin, Faculty, Classified•College President•IT manager (J. Cragen position) (1)•College distance education coordinators (4)•District distance education coordinator (1)•Library faculty member (1)•Curriculum (curricu-net; catalog) (1)•Facilities rep (smart classrooms)•SLO rep•Web rep•Network coordinators (4)•College Researcher

Co-Chairs: Admin, Faculty•College Academic Senate Presidents (4)•Faculty at large (1 per college) (4)•College President (1)•Vice Presidents of Student Services (4)•Vice Presidents of Instruction (4)•Classified representatives (2) (could be researchers)(District researcher attends as support person)

Co-Chairs: Admin, Faculty•College President (1 - Admin)•Risk manager (1 - Admin)•College business officers (4 - Admin)•Facilities committee reps (4 – Faculty)•District safety reps (1 – Class; 1 – Faculty)•Vice Chancellor, GS (1 – Admin)•Director, Physical Plant (1 – Admin)•Custodial rep (1 – Class)•District IT rep (1 – Class)




Board of Trustees

Chancellor / SMT


Education Committee



College of Alameda


Planning & Budgeting Council integrates across the district & makes “tough decisions”




Board of Trustees

Chancellor / SMT


Education Committee



College of Alameda


Composition

Planning & Budgeting Council integrates across the district & makes “tough decisions”



Developing the Process


Operating Principles• District-Wide Perspective

• Shared Agreement ~ work toward

consensus

• Consistent Membership and Attendance

• Support for Committee Effectiveness

• Integrated Annual Calendar – Timely

Decisions

• Communication to Colleges and College

Committees

• Transparency / Open Meetings

• Official Membership

• Flexibility and Learning


Process Standards• Agendas will be posted early, before the

committee meetings • Agenda materials will be provided early,

before the committee meetings • Agendas and materials are posted on the

Master Calendar. • On meeting dates will be posted on the Master

Calendar. • There will be nameplates at the committee

meetings. • The executive assistants (or designee by the

chair) will type up meeting minutes. The meeting minutes will be uniform for all committees.

• The meeting minutes will be posted to on the

website.


Questions / Discussion

Peralta CCD Planning & Budgeting Integration Overview

Documents

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