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Five-Year Integrated Financial Plan (2019-2024)

Five-Year Integrated Financial Plan 2019-2024 (12/2/2019)

Cover Letter for Five-Year Integrated Financial Plan 2019-2024 sent to ACCJC (12/2/2019)

Final Totals Multi-Year Target SCFF

Organizational Review and Recommendations (BRJ)


LINKS TO EVIDENCE


Executive Summary

 Page Evidence Name
9 Unrestricted General Fund Five-Year Budget Methodology
9 Student Centered Funding Formula (SCFF)
9 Vision for Success
9 Planning Goals and Three-Pronged Approach
9 FCMAT: PCCD Financial Review and Fiscal Health Risk Analysis
9 CBT: Fiscal Improvement Plan Services: Phase I – Final Report
10 Recovery, Accountability, and Sustainability Action Plan overview
10 Recovery, Accountability, and Sustainability Action Plan matrix
10 Focused Assessment: Information Technology Department and Services
11 Board Policy 6250: Budget Management
11 PCCD 2017-18 Audit Finding Corrective Action Plan
11 BCC Multi-Year Targets
11 COA Multi-Year Targets
11 Laney College Multi-Year Targets
11 Merritt College Multi-Year Targets

Chapter 1

Page Evidence Name
13 PCCD Primary Service Area
15 “Student Swirl”
15 Bay Area Council Economic Institute
15 Business Insider
15 San Francisco Area Economic Summary
15 Bay Area Economic Institute
16 Bloomberg
16 Community College Review
16 Inside Higher Ed, June 2018
16 United States Census
16 EvoLLurtion
16 Inside Higher Ed, August 2015
17 CCAP Agreement
17 PCCD Enrollment Management Plan
17 Enrollment Management Plan (BCC)
17 Enrollment Management Plan (COA)
17 Enrollment Management Plan (Laney)
17 Enrollment Management Plan (Merritt)
18 Noncredit Plan for Development
18 CBT Phase II
19 Planning and Budget Integration Model (PBIM)
19 District Participatory Governance Council (PGC)
20 District Planning and Budgeting Council (PBC)
20 District Academic Affairs and Student Services Committee (DAASSC)

Chapter 2

Page Evidence Name
22 Budget Development and Monitoring
22 Board of Trustees Meeting Agenda September 10, 2019
22 Board of Governors Meeting September 16, 2019
23 2019-20 Annual Adopted Budget
23 Annual Adopted Budgets
23 Integrated Planning and Budget Development Calendar 2018/19
24 District Planning and Budgeting Council
24 Budget Allocation Model
24 PBIM Summit Agenda
24 PBIM Summit Recommendations
25 PBC Meeting September 20, 2019

Chapter 3

Page Evidence Name
28 Accrediting Commission for Community and Junior Colleges (ACCJC)
28 ACCJC requirements for “Institutional Fiscal Data and Updated Requirements for Evidentiary Documents”
28 12 Principles for Integrated Financial Planning
29 Multi-year projection of PCCD Unrestricted General Fund
29 Fiscal Year 2019-2024 Budget Projection Methodology
30 PBC Minutes, March 8, 2019
31 Student Centered Funding Formula (SCFF)
31 Student Services Integrated Action Plan
33 Annual Program Review (APU)
33 Annual Strategic Goal/Strategic Plan
33 PBIM Summit Agenda Overview Presentation
33 Board of Trustees Meeting Agenda, May 28, 2019
33 Vision Aligned Goals

Chapter 4

Page Evidence Name
34 State Budget Act
34 California Code of Regulations
34 Education Code – EDC Title 3, Post-secondary Education [6600-101060]
35 Vision for Success
38 SCFF published by the State Chancellor’s Office
38 SCFF Five-Year Revenue Projection
38 BCC Facilities Master Plan
38 COA Five-Year Construction Plan
38 Laney College Facilities and Technology Plan
38 Merritt College Facilities Master Plan
43 Enrollment Management and the SCFF
43 CBT Training on Scheduling
43 Local Degrees and PCCD ADT’s
43 AP 4120
44 District Academic Affairs and Student Services Committee (DAASSC)
44 Planning and Budget Council (PBC)
44 Participatory Governance Council (PGC)
44 2019-2020 Target
44 Enrollment Trend Analysis
44 Environmental Scan
44 District Enrollment Management Committee (EM)
44 District Enrollment Management Committee Agenda and Minutes
45 Enrollment Management Plan (COA)
45 Enrollment Management Plan (BCC)
45 Enrollment Management Plan (Merritt College)
45 Enrollment Management Plan (Laney College)
45 District Strategic Enrollment Management Plan
45 RP Group Consultants
45 Environmental Scan
45 Student Enrollment Trends Data
45 Distance Education Committee Plan
47 Institutional Research site
47 Webinar Series
47 Vision for Success
47 SCFF Data Dive-Deep
48 State and District Levels
48 Program Review / APU
48 District FLEX
48 More (District FLEX)
51 Student Services Integrated Action Plan
52 Guided Pathways Year One (BCC)
52 Guided Pathways Year One (COA)
52 Guided Pathways Year One (Laney)
52 Guided Pathways Year One (Merritt)
52 BCC Guided Pathways Work Plan
52 BCC Guided Pathways PowerPoint
52 BCC Guided Pathways Self Assessment Tool
52 COA Guided Pathways
52 Laney Guided Pathways
52 Merritt Guided Pathways
53 Student Success Technology Plan
54 Areas for Recommended Improvement

Chapter 5

Page Evidence Name
57 Actuarial Plan
59 PCCD Annual Financial Report 2018
59,62 BP 6305 Debt
59 AP 6305 Debt Insurance
61,62 BP 6250 Budget Management
62 AP 6250 Budget Management
62 AP 6300 General Accounting
62 AP 6305 Debt Insurance and Management
62 $1 Million
62 Management of OPEB
63 PCCD OPEB
63 OPEB investment policy
63 Neuberger Berman
63 Actuarial Study of Retirees Health Liabilities
63 Retirement Board
63 Retirement Board meeting agendas and minutes online
64 PCCD Board Policies and Administrative Procedures 6000 Business and Fiscal Affairs
64 2019-20 Adopted Budget
64 Overview of the process
64 September 10, 2019 Meeting

Chapter 6

Page Evidence Name
68 BP 6250
68 BP 6300
68 BP 6305
68 AP 6250
68 AP 6300
68 AP 6305
68 BP and AP 6000 Business and Fiscal Affairs
68 PCCD 2018/19 Adopted Budget
68 Internal Controls
69 Committee and its meeting minutes (Citizens’ Oversight Committee)
69 Retirement Board
72 Several training sessions
73 2017/18 Audit Finding Corrective Action Plan
73 2017/18 Annual Financial Report
73 District Offices/Business Services
74,75 Comparative staffing
74 Overview of the process
74 September 10, 2019 Meeting
74 Fiscal Improvement Plan Services
74 Phase II
75 AP 4021
76 Function Map

 

  • Peralta Community College District

    The District comprises four colleges serving northern Alameda County.
  •