Sunken Garden Fountain View

Finance & College Operations
Planning & Budget Team

About Us

Charge

  • To develop program review format for departments within the area
  • To use program reviews for budget requests/budget reductions
  • To prioritize the budget requests within the area
  • Coordinate with governance groups appropriate
  • To review fund programs which have income from Fund 15 or a grant for analysis.
  • Communicate with constituency

Goals

  1. To recommend to the College Council the adequate allocation of resources in support of the area as set forth by the College Council.
  2. To support prudent budget management.
  3. To identify unfunded and under-funded activities and needs.

Ground Rules

  1. Each member will honor the topics and times of the meeting agenda; agendas and materials will be distributed in advance and all members will be prepared to participate fully in the entire meeting.
  2. Each participant will maintain a clear focus on the issues, goals, and purpose of the discussion, balancing collegewide priorities and constituency interests.
  3. Each member will present issues completely, accurately, honestly and without bias, using authentic primary sources of data and not selectively withholding information.
  4. Each member will encourage full and open participation by all participants and will demonstrate a respect for and willingness to listen to diverse opinions and viewpoints.
  5. Each participant will practice "active" listening skills in order to avoid pre-formulated responses, interruptions, and sidebar conversations.
  6. Each member will govern his/her interpersonal behavior on the basis of mutual respect and trust for one another and will avoid personal attacks, physical and verbal intimidation, asserting authority of position, and "negative talk."
  7. Each participant will work to bring issues to closure both within the team and within the decision making process.
  8. Each member will maintain the confidentiality of the team discussions and will demonstrate support for consensus decisions of the team within and outside of the team meetings.

Each team member is empowered and responsible for enforcing these ground rules.


 

Principles

The following are guiding principles for the budget planning and development process at De Anza College.

  1. That the shared governance processes will guide the operations of the planning and budget team.
  2. That any budget process and model will be enduring and flexible.
  3. That unexpended funds carry over unless otherwise advised.
  4. That clear communication to the college community.
  5. That budget planning will be pursued on a multi-year cycle.
  6. That the recommendations of the planning and budget team will be supported by data and information.
  7. That clear, concise flow information and communication will occur.

 

Training PBT Members

Members should be familiar with:

  1. The College goals and priorities
  2. Essential budget development concepts
  3. Reading and understanding Banner reports
  4. The use of relevant information technology with regard to financial data
  5. Essential budget development concepts


FER PBT - Governance
Building: Administration
Contact: Pippa Gibson
Phone: 408.864.8936
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Last Updated: 10/3/12