Peralta CCD Planning Budgeting Integration Overview PCCD Planning

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 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

District Subject Matter Committees provide technical review and coordination Board of Trustees Composition Tri-Chairs: Admin, Faculty, Classified 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 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 Composition Technology Committee Berkeley City College Education Committee College of Alameda Facilities Committee Laney 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