Budget Request & Monitoring Training Enrollment Management Meeting Monday, September 23, 2013 3:00 Pm

Agenda Budget Monitoring Budget Requests Annual Program Review Update & Budget Worksheet Additional Instructional Materials Funding Budget Ranking Rubric Request For One Time Funds

Budget Monitoring How do I login? Internet Address https://banweb.kccd.edu/prod/twbkwbis.P_WWWLogin User ID: Employee ID (@00123456) Password: Same as Outlook Click the Finance Tab Select Budget Queries

Entering a Query

Report Parameters What do I select? Fiscal Year: 20xx Fiscal Period: 14 Select FOAPAL

Report Analysis

Comparison Report Parameters What do I select? Fiscal Year: 20xy Prior Fiscal Year: 20xx Fiscal Period: 14 Select FOAPAL

Comparison Report Analysis

Annual Program Review Update & Budget Worksheet Budget Requests Annual Program Review Update & Budget Worksheet Links budget with the California Community College's Core Mission, Porterville College Mission Statement and Strategic Plans (Planning Links). Each Org Code will have a separate tab in numerical order across the bottom of the worksheet.  Budget managers will use this form to request budget dollars for temporary labor & benefits and any discretionary expenditures (4000, 5000, or 6000), each of which have a separate section as you scroll down the rows of the spreadsheet. 

Additional Instructional Materials FY13-14 Instructional/Library Materials Allocation - $36,155 "Instructional" shall mean equipment purchased for instructional and/or library/learning resource center activities involving presentations and/or hands-on experience to enhance student learning and skills development. "Library Materials" shall mean books, periodicals, related ordering, processing, cataloging or binding costs or services, reference databases, cataloging and/or security systems, maps, documents, microforms, computer software, or prerecorded audio-visual resources for the benefit of student learning.

Budget Ranking Rubric CATEGORY Zero (0) Low (1) Medium (2) High (3) A. Aligned with Core Mission & Strategic Plan Goals CA Community College Core Mission PC Mission Statement PC Strategic Goals DO Mission Statement No demonstrated alignment with Institutional Goals Demonstrates alignment with either Core Mission, Mission Statement, or Strategic Goals Demonstrates alignment with Core Mission, or Mission Statement, and/or Strategic Goals Demonstrates alignment with Core Mission, Mission Statement, and Strategic Goals B.Integrated with Planning Goals Program Reviews Master Plans Committee Priorities http://www.portervillecollege.edu/Research/Planning%20Documents.htm No demonstrated integration with Program Review or Master Plan Demonstrates integration with Program Review or Master Plan Demonstrates integration with Program Review and Master Plan Demonstrates integration with Program Review and Master Plan. Addresses committee priorities. C.Student Success Oriented (i.e. Learning Achievement Outcomes) Student Learning Outcomes Program Learning Outcomes Service Area Outcomes http://www.portervillecollege.edu/Research/Program%20Review.htm No linkage to student success Negligible linkage to student success Moderate linkage to student success Strongly linked to student success D.Cost/Benefit (e.g., many students positively affected using low-cost approach) N/A Low value compared to cost Medium value compared to cost High value compared to cost E.Data Based Rationale Key Performance indicators No data rationale Little data suggesting the need for or feasibility of the allocation Some data suggesting the need for or feasibility of the allocation Various data sources suggesting the need for or feasibility of the allocation F.Measurable Outcomes – Does the budget request support the estimated outcome?   No demonstrated measureable outcome goal Documented measureable outcome goal Documented project measureable outcome goal tied to SLO Documented measureable outcome goal tied to SLO and performance indicators G.Health and Safety No concern for health and safety Low concerns for health or safety Medium concerns for health or safety High concerns for health or safety Add by Column, Then Insert Total Score Here: (If N/A exclude pts from total)

One Time Fund Request