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

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

3. Budget Monitoring How do I login? Internet Address
User ID: Employee ID
Password: Same as Outlook
Click the Finance Tab
Select Budget Queries

4. Entering a Query

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

6. Report Analysis

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

8. Comparison Report Analysis

9. 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. 

11. 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.

12. 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
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
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)

13. One Time Fund Request