Peralta CCD
Planning & Budgeting Integration
Overview
PCCD Planning and Budgeting Integration
Background
PCCD Planning and Budgeting Integration
Chancellor’s Charge
• Streamline the process for
developing recommendations on
planning and budgeting
• Ensure effective shared
governance participation
• Deliver thoughtful, data-driven
recommendations
PCCD Planning and Budgeting Integration
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.
PCCD Planning and Budgeting Integration
CWG Membership
Joseph Bielanski, Berkeley City College Academic Senate President
Carlotta Campbell, College of Alameda Academic Senate President
Karolyn Van Putten, Laney College Academic Senate President
Anne Elliot, Merritt College Academic Senate President
Debby Weintraub, PFT President
Mark Greenside, PFT
Matthew Goldstein, PFT
Patricia Dudley, PFT
Rona Young, Classified Senate
Horace Graham, Classified Senate
Jeanette Jackson, Vice President, Instruction, College of Alameda
Frank Chong, President, Laney College
Thuy Nguyen, Strategic Planning Manager
Debbie Budd, Associate Vice Chancellor, Educational Services
PCCD Planning and Budgeting Integration
Proposal Overview
PCCD Planning and Budgeting Integration
Guiding Principles
1. Educational planning is the foundation of decisionmaking.
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.
PCCD Planning and Budgeting Integration
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.
PCCD Planning and Budgeting Integration
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
PCCD Planning and Budgeting Integration
One Year Test
of PBI Model
• Implement from the beginning of the Fall
term 2009 through the 2009-2010 academic
year
• Review and modify after one year
PCCD Planning and Budgeting Integration
Terms
Planning and Budgeting
Integration Model
(PBIM)
District wide shared governance process
for integrating college planning and
linking planning and budgeting.
Planning and Budgeting
Council (PBC)
The overall integrating committee within
the PBIM
District Subject Matter
Committees
District wide shared governance
committees for education, technology
and facilities
Shared Agreement
When all committee members provide
some level of support for a
recommendation.
PCCD Planning and Budgeting Integration
Annual Planning Calendar for Integrating Planning
and Budgeting
Jan - May
Sep - Nov
Dec - May
Sep
1- INITIAL DATA REVIEW
& INITIAL DISCUSSIONS
2 - COLLEGES DEVELOP
PRIORITIES
3 - DISTRICT WIDE
INTEGRATION
4 - BUDGET DEVELOPMENT
BOARD APPROVAL
PCCD Planning and Budgeting Integration
PBIM Flow, Responsibilities and Composition
Board of Trustees
Chancellor / SMT
District Planning and Budgeting Council
Technology Committee
Berkeley City College
Education Committee
College of Alameda
Facilities Committee
Laney College
Merritt College
PCCD Planning and Budgeting Integration
College planning is the foundation of decision making
Board of Trustees
Chancellor / SMT
District Planning and Budgeting Council
Technology Committee
Education &
Resource Priorities
Berkeley City College
Unit Plans/
Program Reviews
Education Committee
Education &
Resource Priorities
College of Alameda
Unit Plans/
Program Reviews
Facilities Committee
Education &
Resource Priorities
Laney College
Unit Plans/
Program Reviews
Education &
Resource Priorities
Merritt College
Unit Plans/
Program Reviews
PCCD Planning and Budgeting Integration
District Subject Matter Committees provide technical review and coordination
Board of Trustees
Charge
Chancellor
/ SMT
•Web site
•PROMPT
•Passport
•Smart classroom (tech aspects)
•Catalog (technology aspect)
•Technology related HR rec’s
Technology Committee
Berkeley City College
District
•Educational planning
•Program planning
•Staffing priorities
•Academic calendar
Planning
and Budgeting
•Education related HR rec’s
•Marketing / Outreach
•Student Services
•Catalog
Council
Education Committee
College of Alameda
•New, modernization, rehab of
facilities
•Infrastructure
•Maintenance
•Facilities master planning
•Safety and emergency
preparedness
•Facilities related HR rec’s
Facilities Committee
Laney College
Merritt College
PCCD Planning and Budgeting Integration
District Subject Matter Committees provide technical review and coordination
Board of Trustees
Composition
Tri-Chairs: Admin, Faculty, Classified
Co-Chairs: Admin, Faculty
Co-Chairs: Admin, Faculty
•College President
•College Academic Senate Presidents (4)
•College President (1 - Admin)
Chancellor
/
SMT
•IT manager (J. Cragen position) (1)
•Faculty at large (1 per college) (4)
•Risk manager (1 - Admin)
•College distance education coordinators (4)
•College President (1)
•College business officers (4 - Admin)
•District distance education coordinator (1)
•Vice Presidents of Student Services (4)
•Facilities committee reps (4 – Faculty)
•Library faculty member (1)
•Vice Presidents of Instruction (4)
•District safety reps (1 – Class; 1 – Faculty)
•Curriculum (curricu-net; catalog) (1)
•Classified representatives (2) (could be
•Vice Chancellor, GS (1 – Admin)
•Facilities rep (smart classrooms)
researchers)
•Director, Physical Plant (1 – Admin)
District Planning and Budgeting Council
•SLO rep
(District researcher attends as support
•Custodial rep (1 – Class)
•Web rep
person)
•District IT rep (1 – Class)
•Network coordinators (4)
•College Researcher
Technology Committee
Berkeley City College
Education Committee
College of Alameda
Facilities Committee
Laney College
Merritt College
PCCD Planning and Budgeting Integration
Planning & Budgeting Council integrates across the district & makes “tough decisions”
Board of Trustees
Chancellor / SMT
District Planning and Budgeting Council
Charge
Staffing & Support
• Authority to make
recommendations to the
chancellor
• Receive
a responseCommittee
from the
Technology
chancellor before the chancellor
pursues any significant course of
action
• Receive draft policy initiatives
and considerations from the
chancellor and the board and
make recommendations on those
before any significant action is
taken by the chancellor
• Co-Chairs: 1 Faculty, 1
Administrator
• Process Manager (nonvoting): agendaEducation
and
process prep, facilitation,
decision-tools, report
coordination
• Note-taker/report writer
Berkeley City College
College of Alameda
Recommendation
Accountability
• Providing oversight on the
implementation of the
Committee
Strategic Plan.
• Ensure accountability for
follow-through on
recommendations
Laney College
Process Accountability
• Follow-through on process
steps.
• Ensure constituencies, colleges,
district service
centers,
Facilities
Committee
committees, etc., performed
agreed upon steps in the process
Merritt College
PCCD Planning and Budgeting Integration
Planning & Budgeting Council integrates across the district & makes “tough decisions”
Board of Trustees
Chancellor / SMT
District Planning and Budgeting Council
Composition
Faculty – 8
Classified – 3
Education
• Faculty
leadership at
each
• 1 Classified Senate
Technology
Committee
college (academic Senate and
• 1 Rep from 1021
PFT) mutually agree on a
•1 selected by 39 (if 39
process for selecting reps. (2
chooses not to participate,
Faculty per college)
classified Senate and 1021
choose 1 jointly)
Berkeley City College
College of Alameda
Students – 1
Committee
•Student governments
presidents’ council
determines
representation
Laney College
Administrators - 7
Committee
• 4Facilities
from colleges
(1 President)
• 2 at large (Chancellor’s choice)
• 1 Chair (VC, Finance)
At least 1 each from the subject
matter committees; at least one
from each college.
Merritt College
PCCD Planning and Budgeting Integration
Developing the Process
PCCD Planning and Budgeting Integration
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
PCCD Planning and Budgeting Integration
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.
PCCD Planning and Budgeting Integration
Questions / Discussion
PCCD Planning and Budgeting Integration