1. Planning and Budgeting Integration Model (PBIM) Summit August 29, 2014

2. First implemented in 2009 Participatory governance structure for District-wide operational planning, budgeting, and resource allocation Supports the District’s Mission, Strategic Goals and Institutional Objectives

3. Evaluated yearly Evaluation results informed process enhancements which begin this year

4. The Big Picture

5. 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

6. District-wide perspective Collaborative solutions Integrated planning and budgeting calendar Transparent process

7. DTC, DFC, DEC Recommendations based upon PCCD Strategic Goals and Institutional Objectives, College Program Reviews and Annual Program Updates Committees provide technical review and feedback to the colleges

8. Reviews recommendations from the subject area committees Makes final recommendations to the Chancellor Focuses on resource priorities, policies and administrative procedures, and integrating planning and budgeting

9. Chair: District Administrator (by position) Co-chair: Faculty – elected by the committee each year Facilitator: Non-voting. Facilitates the meetings and assists the Chair Recorder: Non-voting Note-taker: Non-voting

10. 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)*

11. 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)*

12. VC Ed Services (Chair) AVC Student Services VP Instruction (from each college) VP Student Services (from each college) Academic Senate Presidents* (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)*

13. VC Finance (Chair) VC Ed Services* College Presidents* (from each college) Academic Senate Presidents* (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)*

14. The Big Picture Again

15. 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

16. 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

17. 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)

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

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

20. Questions and/or Comments?