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FLEX Day Presentation

August 13, 2014

Peralta Community College District

Planning and BudgetingIntegration Model (PBIM)

Background:

• First implemented in 2009• Participatory governance structure for

District-wide operational planning and budgeting

• Developed in response to an accreditation recommendation

Background:

• Integrates planning, budgeting, and resource allocation District-wide

• Provides a clear process for decision-making

• Supports a culture of collaboration

Background:• Supports the District’s Mission,

Strategic Goals and Institutional Objectives

• Evaluated yearly• Evaluation results inform process

enhancements which begin this year

The Big Picture

Chancellor

Planning and Budgeting Council (PBC)

District Technology Committee (DTC)

District Education Committee (DEC)

District Facilities Committee (DFC)

Berkeley City

College

College of Alameda

Laney College

Merritt College

Operating Principles:• District-wide perspective• Collaborative solutions • Meeting effectiveness• Integrated planning and budgeting

calendar• Ongoing two-way communication• Transparent process

Subject Matter Committees:• DTC, DFC, DEC• Recommendations based upon long-

term Strategic Goals, annual Institutional Objectives, College Program Reviews, and Annual Program Updates

• Committees provide technical review and feedback to the colleges

Planning and Budgeting Council:• Reviews recommendations from the

subject area committees• Makes final recommendations to the

Chancellor• Focuses on educational and resource

priorities, Board Policies, Administrative Procedures, and integrating planning and budgeting

Planning and Budgeting Council:• Provides oversight on the Strategic

Plan and annual operational planning• Recommends a coordinated, District-

wide approach• Recommends resource priorities

across colleges and subject areas• Ensures that college planning is the

foundation for decision making

•

Composition of Committees:• Chair: District Administrator (by

position)• Co-chair: Faculty – elected by the

committee each year• Facilitator: Non-voting. Runs the

meeting and assists the Chair• Recorder: Non-voting• Note-taker: Non-voting

•

District Technology Committee (DTC)• AVC IT (Chair)• VC Ed Services• College Technology Committee Reps (one from each

college)• Faculty Reps (one from each college)• Distance Ed Rep• Library Faculty Rep• DGS Rep• Facilities Committee Rep*• Researcher• Classified Senate Rep*

• Student Government Reps (2)*

District Facilities Committee (DFC)• VC General Services (Chair)• Risk Manager• Facilities and Maintenance Operations Manager• Planning Development Manager (DGS)• District Technology Committee Rep*• College Business Officers (one from each college)• Faculty Rep (one from each college)• College Facilities Committee Rep (one from each college)• Stationary Engineer Rep• Safety Rep• District IT Rep

• Student Government Reps (2)*

District Education Committee (DEC)• VC Ed Services (Chair)• AVC Student Services• VP Instruction (one from each college)• VP Student Services (one from each college)• Academic Senate Presidents* (one from each college)• District Academic Senate President• Faculty Rep (one from each college)• Faculty Student Services Rep (one from each college)• PFT President• District Technology Committee Rep*• District Facilities Committee Rep*• Classified Rep (one from each college)

• Student Government Reps (2)*

Planning and Budgeting Council (PBC)

• VC Finance (Chair)• VC Ed Services*• College Presidents* (one from each college)• Academic Senate Presidents* (one from each college)• Faculty Reps (one from each college)• Budget Director*• District Classified Senate President• District Academic Senate President*• PFT President• Classified Rep * (one from each college)• District Technology Committee Rep*• District Facilities Committee Rep*• Classified Rep (one from each college)• Local 1021 Rep• Local 39 Rep• Student Government Reps (2)*

The Big Picture Again

Chancellor

Planning and Budgeting Council (PBC)

District Technology Committee (DTC)

District Education Committee (DEC)

District Facilities Committee (DFC)

Berkeley City

College

College of Alameda

Laney College

Merritt College

The Big Picture:• Educational planning is the foundation

of decision-making• College priorities are the source of

recommendations• Structured participatory governance

process is transparent and logical• PBIM is the official process for

recommendations

The Big Picture:• Integrated Planning, Budgeting, and

Resource Allocation has three cycles:

1. Strategic Planning (6 years)

2. Program Review (3 years)

3. PBIM (1 year): operational

planning and budgeting

The Big Picture:• This year, to demonstrate continuous

improvement, we are integrating Strategic Planning Goals and Institutional Objectives into all three cycles:

1. Strategic Planning (6 years)

2. Program Review (3 years)

3. PBIM (1 year)

The Big Picture

Strategic Planning(6 years)

Program Review(3 years)

PBIM (operational

planning)(1 year)

Goals, Objectives

Goals, O

bjectives

Goals, O

bjectives

All planning is integrated with our long-term Strategic Goals and annual Institutional Objectives

Questions and/or

Comments?