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Bob Martinelli, VPA 5 October 2012

Sacramento City College Financial Resource Allocation ‘ A Primer’ Strategic Planning, Accreditation, Budget Planning, Unit Planning and Resource Allocation---all in one session!. Bob Martinelli, VPA 5 October 2012. Strategic Planning System.

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Bob Martinelli, VPA 5 October 2012

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  1. Sacramento City CollegeFinancial Resource Allocation‘ A Primer’ Strategic Planning, Accreditation, Budget Planning, Unit Planning and Resource Allocation---all in one session! Bob Martinelli, VPA 5 October 2012

  2. Strategic Planning System • A reliable, understood system for planning, resource allocation designed to ensure goal attainment and mission accomplishment • Many components/facets: • Entire system is data driven • The planning cycle includes: Evaluation, integrated planning, resource allocation, implementation and re-evaluation • Resource allocation is linked to Mission, Goals, Objectives and measurable/defined OUTCOMES • Evidence & Data back up all actions and decisions • Continuous Process Improvement and Mission Accomplishment result in Institutional Effectiveness

  3. Relationship to Accreditation • ‘Guide to Evaluating Institutions’– A MUST READ !!! • Standards– ‘Plan to plan’ essential for linkage • I: Institutional Mission and Effectiveness • II: Student Learning Programs and Services • III: Resources • IV: Leadership and Governance • Resource allocation MUST be linked to Institutional Plans • Decision making based on Mission, Goals AND Objectives (measurable), Evaluation of outcomes • Four resources described: Human, Physical, Technology and Financial • Planning cycle defined: Evaluation, Integrated Planning, Resource Allocation, Implementation, Re-evaluation

  4. Planning CycleOverview, Timelines and Key Components Strategic Master Plan Strategic Goals & Directions Set CSPC Family of Plans Objectives Set Resource Needs Defined Resource Allocation Plan Implementation 1 Jul 20XX • DATA EVAL • OUTCOMES • SLOs/GELOs • - Environmental • Scans • Student Surveys • LRCCD Strategic • Plan • Accreditation • Standards • Effectiveness • Reports • Metrics • - Program Review OUTCOMES FEEDBACK Aug/Sep Sep/Oct Oct-Apr May/June

  5. College Goals Linked to District Directions& College Strategies

  6. SCC Family of Plans Strategic Master Plan Institutional Plans Educational Plan Resource Management & Capital Outlay Plan Student Support Services Plan Staff Development Safety, Security & Environmental Distance Education Program Plans Tutoring Information Tech Matriculation Student Equity Other Program Plans Operational Unit Plans U n i t P l a n s Resource Plans Information Technology Facilities Faculty Classified Staff Financial

  7. SCC Annual College Plan Mission Data / Outcomes College Goals Outcomes Execution Unit Plans Program Plans Objectives Objectives Annual College Plan Resource Allocation Decisions

  8. Resource AllocationCollege Discretionary Funds Classified Staff District Process & Funding Faculty 80%-20% ‘Bucket’ Concept Financial Integrated College Discretionary Funds Facilities Information Technology From DO PDF Schedule

  9. Academic YearPlanning and Execution Functions AY 12-13 AY 13-14 AY 14-15 AY 11-12 Execution Outcomes Planning Execution Planning Execution Planning Execution Planning • Concurrent functions each academic year • Executing12-13 Plan developed in 11-12 AY • X Y Z approach to prepare for worst case • Multi-year outlook following district’s lead • Beginning planning cycle for AY 13-14: Key Components • District PDF Schedule • Annual allocations and carryover funding

  10. LRCCD Budget Scenarios—Tentative BudgetFY 2012-13—Developing FY 2013-14 • Scenario Z:(BEST: Governor’s plan + Prop 30 passes) • Statewide: +218M added revenue growth • LRCCD Portion: +7.6M • Cumulative reduction: -$102.6M (FY 10-13) • Scenario Y:(MID: Revenue buys down deferral and Prop 30 passes) • Statewide: $ 0 added revenue growth • LRCCD Portion: -$0M (no cola on any: ~$90M) • Cumulative reduction: -$110.2M (FY 10-13) • Scenario X:(WORST: Prop 30 fails & -$264M for CCC) • Statewide: -$264M additional cuts to CCC • LRCCD Portion: -$12.2M • Cumulative reduction: -$122.4 (FY 10-13) • NOTE: Scenario X was implemented for LRCCD on 1 July 2012 for FY 2012-13—some mods with adopted budget plan

  11. Funds Available—FY2012-13 + 2Developing FY 2013-14 + 2 Plan

  12. 2013-14 Budget PlanKey Components • Available funding: state, district and college sources • State enacted budget, LRCCD adopted budget • District PDF Schedule and other same year allocations • Division/Department Base Allocations • CDF, Lottery and IR • Program Plans and ‘college MOE’ • aka ‘above the line’ funding • Unit Plan Funding • Seeking balance of all funding needs and confidence in allocated funds for college execution

  13. 2012-13 Expenditures/CommitmentsPredicated on DO ‘X’ Budget • Funds Available: + $665K ($4.268M) • $64K short/CDF; $44K gain in carryover • Will pick up all changes at mid-year review • Expect to be able to hold sustain current plan • Increase CDF and Lottery bases by 5% • IR at 100% of base • CDF at 85%; Lottery at 90% of base • Modify ATL allocations based on past performance and improvements—several areas of savings noted • Program Plans at 11-12 Level or better • Budget Committee: $250K • ~$50K to carry forward to FY 13-14

  14. Terminology and Timelines • Planning timeline summary sheet (handout) • Budget Committee terminology and ranking process (handout) • SCC Goals and Strategies for 2013-14 (handout) • Strategic Planning terms and definitions—brochure, Strategic Plan and Financial Resource Plan

  15. Recommended Reading/Review • Budget memoranda at Inside SCC>President>Budget • President’s Memo: 19 April 2012 • BC Recommendation: 23 April 2012 • President’s Response: 22 May 2012 • VPA Mid-Year Review: TBD • LRCCD Adopted Budget Book: 12 Sep 2012 • Chancellor’s Brief and Tentative Budget Book • Strategic Planning Documents • Brochure for Overview • Financial Resource Plan: Inside SCC>Administrative Services>Planning

  16. Summary & Questions • Review all assigned documents & handouts • Know web site locations for reference • ‘Financial Resource Allocation Plan’ Review • Key document for working through the annual budget process • Timelines vary with ongoing budget mess in California • Next action points: • November election/ Prop 30 outcome • District PDF Schedule • Accreditation preparation

  17. Guide to Evaluating InstitutionsSome relevant extracts…… • …the planning cycle is comprised of evaluation, goal setting, resource distribution, implementation and re-evaluation • …the institution insures consistency between mission and institutional goals and plans • …institutions report or store good evidencein many formats • …sets goals to improve its effectiveness…and states OBJECTIVES derived from them in measurable terms so that achievement can be determined • …”resource” planning is integrated with institutional planning…systematically assesses the effective use of ‘resources’ through measurement for process improvement • …the institution implements policy to insure faculty, staff, administrators and students participate in decision making

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