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Planning and Budget Committee (PBC)

Regular meetings commence on the first Friday of the month at 12:30 p.m., except for summer months, when the regular meetings will commence on the first Thursday.

Special meetings for FY 2020-21 commence on the third Friday of the month at 9:30 a.m.

Meeting location: meetings are conducted by Zoom during Covid-19 shelter-in-place orders. See agenda for link.

The Charge of the Planning & Budget Committee

PBC Members

Tri-Chairs (3) DO Jonah Nicholas
  CC Noell Adams
  LPC Sarah Thompson
Administrators (5) DO Dr. Theresa Fleischer Rowland
  CC Dale Wagoner
  LPC Rajinder Samra
  CC Nathaniel Rice
  LPC Anette Raichbart
Faculty Association (2) CC Jeff Drouin
  LPC Thomas Orf
Academic Senate (4) CC Miguel Colon
  LPC Tina Inzerilla
  CC Dr. Patricia Shannon
  LPC Sarah Thompson
Classified Senate (3) CC Noell Adams
  LPC David Rodriguez
  DO Chasity Whiteside
Classified Union (3) CC Virginia Criswell
  LPC Stephany Chavez
  DO Cathy Gould
Students (2) CC Stacy Harris
  LPC Thomas Blakely


PBC Agendas, Minutes, Handouts and Add'l Data

Date

Agenda

Minutes

Handouts

Recommendations to the Chancellor

Additional Data

June 3, 2022 Agenda Minutes Budget Status Reports    
May 6, 2022 Agenda Minutes Budget Status Reports    
April 1, 2022 Agenda Minutes

Budget Status Reports

   
March 4, 2022 Agenda Minutes

Budget Status Reports

Review Tentative Budget-Revenue Alloc Model FY22-23

Review Tentative Budget Review-Step 3A

   
Feb. 4, 2022 Agenda Minutes

Budget Status Reports

Budget Development Calendar

Revenue and Expense Assumptions for Tentative Budget FY 22-23

BAM Timeline Worksheet Note: this is a working docuement in progres and due to change

SCFF White Paper-Analysis, Oct. 2019 and SCFF White Paper Presentation

   
Jan. 21, 2022 Agenda Minutes

Budget Status Reports

SCFF Legislative Update

None  
Dec. 3, 2021 Agenda Minutes Budget Status Reports None  
Nov. 19, 2021 Agenda Minutes   None  
Nov. 5, 2021 Agenda Minutes Budget Status Reports None  
Oct. 15, 2021 Agenda Minutes

New Potential Funding Formula Model

Type of Funding

None  
Oct. 1, 2021 Agenda Minutes   None  
Sept. 17, 2021 Agenda Minutes

BAM Timeline Worksheet Note: this is a working docuement in progres and due to change

Enrollment Strategy  
Sept. 3, 2021 Agenda Minutes   None  
August 20, 2021 Agenda Minutes   None  
August 6, 2021 Agenda Minutes   None  
July 15, 2021 Agenda Minutes   None  
June 17, 2021 Agenda Minutes   None  

June 3, 2021

Agenda Minutes Budget Status Reports May 31, 2021 None  
May 21, 2021 Agenda Minutes May Revise None  
May 7, 2021 Agenda Minutes Budget Status Reports April 30, 2021 None  
April 16, 2021 Agenda Minutes   None  
April 2, 2021 Agenda Minutes Budget Status Reports March 31, 2021 None  
March 19, 2021 Agenda Minutes   None  
March 5, 2021 Agenda Minutes

Review of Position Control

Tentative Budget Assumptions

Budget Status Reports February 2021

None

Dept. of Finance, February 2021

Early Action Summary CCCCO

Feb. 19, 2021 Agenda Minutes

Budget Development Calendar

Intro to New Budget Allocation Model (BAM)

None  
Feb. 5, 2021 Agenda Minutes

Governor's Actions for This Year

Budget Status Reports January 31, 2021

None  
Jan. 22, 2021 Agenda Minutes

Annual Marketing Strategy Review

Annual Marketing Plan and Budget

Budget Status Reports December 31, 2020

Governor's Budget Update

None  

Dec. 18 2020

Agenda Minutes Financial Aid Summary None  
Dec. 4, 2020 Agenda Minutes

State Budget Update

Budget Status Reports as of November 30, 2020

None  

Nov. 20, 2020

Agenda Minutes Fall 2019 Course Detail Comparison None  
Nov. 6, 2020 Agenda Minutes

Budget Status Reports as of October 31, 2020

None  

Oct. 16, 2020

Agenda Minutes Comparisons EE FTE and Fiscal None  
Oct. 2, 2020 Agenda Minutes

Review of Adopted Budget

Multi-year Planning & Budget Assumptions

None  

Sept. 18, 2020

Agenda Minutes

Ground Rules for Special Meetings revised

Position Control 12-year History

Operating Ledger Summay

None

FTES Charts

Dept. of Finance, September Bulletin

Sept. 4, 2020 Agenda Minutes

Budget Development Calendar

District Budget Status Report

Budget Update

None  
August 7, 2020 Agenda Minutes

Cash Flow Scenarios for Projected State Deferrals

Revieiw of FON

Overview of COVID Funding

Revised Revenue Allocation Model

August Budget Update

None

July 29, 2020

Special Meeting

Agenda Minutes Six-Year Position Control History None  
July 2, 2020 Agenda Minutes

Budget Update PBC July 2, 2020

Designated Program Review Notes

13XX Budgets

Link to Funded SCFF Metric Projects on ESS Webpages

None  

June 18, 2020

12:30 p.m.

Special Meeting

Agenda Minutes

Buget Allocation Model Memo from Chancellor Gerhard

Tentative Budget Book Fiscal Year 20-21

Tentative Budget Presentation Fiscal Year 20-21

None California Dept. of Finance, June 2020
June 4, 2020 Agenda Minutes

Information for a New Email System

Recommendation of Changes to the Charge of PBC

May Revise & Fiscal Stability

Review of May Budget Presentation

Updated Revenue Allocation Model

None  
May 1, 2020 Agenda Minutes

PBC Meeting Dates FY20-21 revised and approved

Budget Update Presentation

Revenue Allocation Model Tentative Budget draft

List of Step 3A Expenses | Calc for Reassign Time Costs

See SCFF spring 2020 project proposals in table below.

Establishing an OPEB Irrevocable Trust

Recommendation: Fund SCFF Project Proposals, Spring 2020

 

SSCal: UCLA Econ Update

SSCal: Lessons from Great Recession

IPBM Chart revisied

Apr. 3, 2020 Agenda Minutes

OPEB Discussion

ESS-SCFF Project Reporting

Charge of PBC

Tentative Budget Review-Step 3A

Tentative Budger Review-Steps 1-7

None
Mar. 6, 2020 Agenda Minutes

revised Budget Development Calendar FY20-21

Analysis of Adjunct Faculty Budgets

SCFF Metric Rates P-1, 2019/20

None

CDF Financial Bulletin Feb. 2020

Feb. 7, 2020 Agenda Minutes

Marketing Strategy

CW/P Presentation: Other Multi-collge District Allocations

Recommendation: SCFF Formula-Changing Advocacy Fund

Rollback Reserve Statement

Philosophy Statement from the PBC Taskforce for SCFF Reserve

Jan. 24, 2020 Agenda Minutes

ACBO Workshop Update

SCFF Spring 2020 Timeline

SCFF App 2.0 Prerequisite Questionnaire

SCFF e-Workbook for Application Draft

None  
Dec. 6, 2019 Agenda Minutes

Multi-Year SCFF Projections

SCFF Proposal Assumptions for Eval

FFC to PBC Cover Sheet

Recommendation: Fund SCFF Project Proposals, Fall 2019  
Nov. 1, 2019 New Agenda Minutes

SCFF PP Eval Sheet of Assumptions

PBC Taskforce-Reserve Policy Philosophy Statement

UGF Breakout 30Oct2019

e-handout: 2014-2017 PBC Meeting Notes Collection

None  
Oct. 4, 2019 Agenda Minutes

UGF Chart updated 4Oct19

SCFF Proposal Report Out

CW/P Budget Model Examples

None  
Sept. 6, 2019 Agenda Minutes

Adopted Budget-Advanced Presentation

OPEB Irrevocable Trust 2018

Data Methodology-CWP

None

SSC Fiscal Report Sept. 2019

CDF Finance Bulletin Sept. 2019

May 3, 2019 Agenda Minutes

Deriving SCFF Data

CW/P Facilitated Conversation

Recommendation: Fund SCFF Pilot Projects 3May2019

CDF Finance Bulletin August 2019

CDF Finance Bulletin April 2019

SSC Fiscal Report

April 5, 2019 Agenda Minutes

CW/P Overview of Model Creation

None CDF Finance Bulletin March 2019
March 1, 2019 Agenda Minutes

Revenue Allocation Model

Budget Status Report

CW/P_SCFF PresentationChabot

Marketing Research Projects

FFC Noncredit Presentation

None  
February 1, 2019 Agenda Minutes

None

10Jan19 Update on Governor's Budget

25Jan19 Governor's Proposed Budget

December 7, 2018 Agenda Minutes

FY19 Five Year Project. Plan 30Nov18

Review of District Wide Reserves

None  
November 2, 2018 Agenda Minutes

Reserve Breakout

None CDF Finance Bulletin November 2019

 

SCFF Project Proposals Forwared to PBC by FFC, spring 2020
Strategic Enrollment Management Tool  
CalFresh Employment & Training CalFresh Additional Info
Summer Bridge Summer Bridge Additional Info

 

SCFF Project Proposals Forwarded to the FFC Fall 2019

SCFF Project Proposals Forwarded to the FFC with modifications and/or additional information Fall 2019 SCFF Project Proposals Forwarded to the PBC-Pending College Approval Process
Adding Course Attributes to Chabot Banner Guided Pathways: Program Mapping & Academic Pathway (LPC) Guided Pathways: Program Mapping and Academic Pathway (Chabot)

Advanced Reporting from DegreeWorks

Major Outreach and Support for Degree Completion  
Banner Revision Project Residency Determination  
DegreeWorks Software Upgrade RISE: Course at Santa Rita  
Increasing AB 540 Numbers Support for Non-Credit (LPC) Support for Non-Credit (Chabot)
Inreach to Improve Math Momentum    

PBC Recommendations to the Chancellor FY19-20

Archived PBC Recommendations to the Chancellor

Archived PBC Meeting Dates and Notes