Procedure No. 501.1
Area: General Administration

Adopted: 04/23/96
Revisions Approved:

Description: Planning/Budgeting Schedule

The following sample timetable for the production of the fiscal budget for a given year is indicative of the steps required to reach the desired goal and shows the integration of planning input with the fiscal details. In this abbreviated form the entire administrative planning effort is illustrated. Each year the Dean of Administration will develop a schedule for the current fiscal year.

BUDGET/PLANNING CYCLE: 95-96

Date                         Activity
1995

7/1 - 9/18

E. G Revenue Summary of Assumptions - Project Income (Funding, Enrollment) First Summary Review completed (10 day count) on 9/18

8/1

Benefits Update Calendar

9/7

Planning Officers meet with Planning Assistants to review planning packages

9/8 - 10/2

Prepare Administration Planning Package

9/8 - 10/2

Prepare Academic Planning Packages

8/01 - 9/15

Environmental Trend Analysis

9/15

Trends to Planning Officers

9/19

Planning Officers and Planning Assistants meet to discuss draft Environmental Trend Analysis

9/21

Disseminate Trends to College Community

9/25

Open Forums - Trends

9/28

Trends to College Community/Collegiate Assembly

NOTE: Jane and Brian will make (Obtain a presentation at the feedback) Collegiate Assembly

9/28 - 10/5

Compile Changes to Trends

10/06

Disseminate Trends to Steering Committee

10/6

Notify Steering Committee regarding Briefing (Disseminate package for briefing)
Review Planning Assumptions and Impact on Mission, Goals and Institutional Objectives

10/18

Disseminate Academic Planning Packages

10/26

Communicate Planning Assumptions to Collegiate Assembly - Theresa and Andy or Jeff

10/18 - 12/11

Prepare Academic Plans: Departmental Goals, Objectives and Budget

11/1

Begin Environmental Scan Data Collection for FY98

11/7 - 11/17

COMPASS Update Briefing for 95-96

11/15*

Dean's Council - Department Chairs will identify areas that will need to be considered for administrative planning

11/16

Planning Assistant discusses academic need relevant to administrative planning

11/17

Disseminate Administrative Packages
* Include Academic Summaries

11/17

Prepare Administrative Plan: Department Goals, Objectives and Budget

12/1 - 12/14

Type and prepare Academic Planning Packages for Associate Deans

12/15

Planning Packages due from Associate Deans

12/15

Planning Packages due from Support Area Deans/Directors

12/18 - 1/12

Type and Prepare Notebooks and Planning Package Information

12/8 - 1/12

Economic Feasibility - compiled and merged and Administration and prepare for Notebooks

12/18 - 12/22

Senior Staff Mid-year Budget Review with President

12/15

Draft Budget Completed (Macro)

1/16 - 3/8

Economic Feasibility Review Meeting: Steering Committee

1/23

Public Hearing on Draft FY97 Budget - Board of Trustees

1/23

FY96 Mid-Year Budget Revision to Board

1/23

Board Approval - Draft FY97 Budget: Finalize proposed FY97

2/96

County Board of School Estimate - FY97 Budget

3/1

Establish Environmental Scan Committee - FY98

3/8

Prepare COMPASS Priority List

4/1

Final Line Item Budget Draft completed

4/23

Submit Line Item Budget for Board Endorsement

5/31/96

COMPASS: End of Year Outcomes Report to Deans/Directors

6/15/96

Divisional Outcomes Reports to President

7/1/96

Annual Budget Message - FY97

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