1. 2014-2015 Proposal Training

2.  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? 2

3.  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 3

4. 4 Identify Funding Determine Priorities Allocate Resources Identify Results Proposals Ranking Proposals Buying Communicate

5. 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) 5

6.  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 6

7. 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 7

8. 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) 8

9.  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 9

10.  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 10

11.  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 11

12.  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 12

13. 13 All questions can be asked of BUDGET Walter x1206 Kristin x1212