1. Integrated Budget Allocation & Program Review Process Rick Bennett VPAS CBAC Chair CBAC 10/8 and Academic Senate 10/9

2. CBAC Task Force Clement Lam, Queenie Chan, Doug Masury, Rick Bennett Charged with reviewing old process and making recommendation Task Force met on Sept 30, reviewed and has recommendation Approved by CBAC on Oct 8

3. Previous Budget Allocation Model Goal was to link resources to planning and program review and address overall college needs – Step in right direction Prescriptive by Nature: Split excess allocation – Big Ticket Items (30%)--$30K or greater – Model Categories (70%) Facilites Modification (15%) Program Maintenance (60%) Strategic Direction (25%) from GAP Zero Based Budgeting—2010/11 attempt to redistribute budget in fund 100 – Shift mid year from President level – Replaced by Integrated resource request process

4. Program Review Resource Allocation Process Advancement and Enhancement of this process allows us to integrate funding requests by tying funding allocation to program review and strategic plans and goal Program Review will drive the integrated budget process Changes in PR process allow for prioritization at the ground level – At the Departmental, then Division level – Then Division Council & SS Council – Then SSI Committee CBAC’s role will be to tally cost estimates and recommend funding level Institutional Effectiveness Role in Process Review

5. 2014 Budget Allocation Model Fund 100 responsibility for budgeting by sector (Instruction, Student Services, Admin Services, President’s Office) – Each sector analyzes 3 year’s of spending & budget patterns Recommends annual updates for budget development Needs Based Funding Model For non-Fund 100, Recommendation is to incorporate the Program Review Process and tie it directly to the allocation of new funding when available Currently, MC has $200,000 additional funding coming from LandCorp for Technology & Instructional Equipment (LCTIEF) State Instructional Equipment and Measure C Tech Refresh Funding Funding allocation for these items through Technology Committee’s 5 Year Technology Replacement Plan

6. Budget Allocation Funding Categories & Process 1.Program Review Requests – In future, rankings will be completed at Dept/Div level, up through SSI as model depicts – For 2014 and forward, the Program Review Process will drive allocation of funds 2.Developing & Emerging Needs – Key is flexibility, since these represent a new need or opportunity – Current examples: Palo Alto Network Server, Gym Scoreboard, Biology Software, computers for Lunix & Android programing – Needs that arise after Program Review process completed Submit to Dean or Administrative Supervisor, Then to VP of sector – VP will submit to CBAC & then to GAP for allocation consideration – Annual summary report

7. New Model Funding Categories & Process 3. Emergency Needs – $30,000 set aside in Fund 100 Examples—plumbing leak, fire truck engine repair, van breakdown and repair, – Rapid deployment critical for these requests – Similar process to Emerging needs request through Dean’s or Admin Supervisor and then through VP VPAS will report out as events happen to CBAC – Annual summary report to CBAC

9. Academic Senate 10-9-2014 Approved Integrated Budget Process