1. FLEX Day Presentation August 13, 2014

2. Planning and Budgeting Integration Model (PBIM)

3. First implemented in 2009 Participatory governance structure for District-wide operational planning and budgeting Developed in response to an accreditation recommendation

4. Integrates planning, budgeting, and resource allocation District-wide Provides a clear process for decision- making Supports a culture of collaboration

5. Supports the District’s Mission, Strategic Goals and Institutional Objectives Evaluated yearly Evaluation results inform process enhancements which begin this year

6. The Big Picture

7. 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

8. District-wide perspective Collaborative solutions Meeting effectiveness Integrated planning and budgeting calendar Ongoing two-way communication Transparent process

9. 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

10. 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

11. 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

12. 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

13. 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)*

14. 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)*

15. 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)*

16. 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)*

17. The Big Picture Again

18. 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

19. 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

20. 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

21. 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)

22. The Big Picture Strategic Planning (6 years) Program Review (3 years) PBIM (operational planning) (1 year) Goals, Objectives

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

24. Questions and/or Comments?