Budgeting by Priorities (BBP)

2014-2015 Proposal Training

What is Budgeting by Priorities?

How do I participate?

How do I write my proposals?◦ Narrative Requirements◦ Mechanics of the Proposal◦ Tips

What are my next steps?

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Training Targets

Budgeting by Priorities is a budget process which “buys” results based on district priorities

Tacoma’s Strategic Priorities◦ Academic Achievement◦ Early Learning◦ Safety◦ Community Partnerships◦ Support Services

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What is BBP?

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BBP CycleIdentify Funding

Determine Priorities

Allocate Resources

Identify Results

Proposals

Ranking Proposals

Buying

Communicate

5 – Schedule with Budget staff to review your proposal and develop your Working Budget

4 – Complete the Proposal Template focusing on meeting the requests of the RFP and include data, evidence and benchmark

indicators

3 – Read the Request for Proposal (RFP) for the priority you are planning to submit a proposal for

2 – Identify which priority your service aligns with best (choose only one priority per proposal)

1 - Evaluate your budget and identify major services that you provide

(determine proposals)

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How do I participate in proposals?

Purpose◦ Communicate to Results Teams, Superintendent,

and the public about who is being served and how those services relate to achieving results for the students of the district

Proposals Are◦ An activity or set of activities that help achieve an

outcome◦ A response to a Request for Proposal (RFP),

indicating what the department proposes to do to produce an outcome, what it will cost and how it will be measured and what the program results are

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Steps 1&2 - Writing Proposals

Read the Request for Proposal (RFP) and use the Proposal Template

Start by indicating:◦ What are you proposing?◦ Why is it in the district’s best interest to support

the program?◦ How do you intend to accomplish the activity?◦ Who are you serving?

Identify who your top-tier customers are Identify how you are serving them

Data Collection Forms have lots of this information

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Steps 3&4 - Narrative Requirements

Provide evidence of performance measures showing how you achieve results toward the priority◦ Based on the Board approved indicators◦ If none available, should be based on best

practice or other evidence Revenues (you are not required to have them)

◦ Is the proposal supported by restricted revenue?◦ Identify revenue offsets for your proposal (i.e.

grant funding)

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Narrative Requirements (continued)

Budget staff will help you to develop your Working Budget Document

New Requests◦ Proposals that ask for 3% or $50,000 more than

current budget or are new requests should be on a separate proposal

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Step 5 - Proposal Mechanics

Joint proposals are encouraged

Select one priority for each proposal◦ Use the priority that fits best or consider

multiple proposals

At least one quantifiable performance measure ◦ Provide data for as many indicators as possible◦ Focus on the Board approved indicators

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Proposal Tips

No more than two pages for the narrative ◦ Be clear and succinct

Include all expenditures related to the activity◦ Salaries and benefits◦ Contracted Services

Identify any revenue sources if they exist ◦ Grants◦ Federal dollars◦ Fees

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More Proposal Tips

Budget to provide RFP and templates – February 21

Proposal Writing “Office Hours” Week of March 3

Proposals Due – March 21

Results Teams Receive Proposal by March 24◦ First ranking due April 18

Results Teams meet with proposal writers April 20-May 9

Revised Proposals Due – May 9

Results Teams Second Ranking Due – May 20

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Next Steps

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All questions can be asked of

BUDGETWalter x1206 Kristin x1212