Joint Planning & Budget Committee

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Committee Charge

The mission and strategic plan of the college should drive both planning and budget. The Joint Planning and Budget Committee (JPBC) is a presidential advisory committee representing the college community. It serves as the institutional oversight body to ensure that institutional goals and division level planning and budgeting are interlinked and informed by assessment to advance the strategic goals and priorities established in Building a Better Brockport, the strategic plan for the College.

JPBC is charged with making recommendations to the President regarding College planning and budgeting issues including, but not limited to, campus mission and strategic planning, input on proposed budget reductions or the allocation of new resources, shifts in resources or responsibilities from one division or unit to another, and assessment activities. JPBC is also charged with reporting actions to the college community and governance groups on a regular basis, including through College Senate and Budget Town Halls, where the faculty Co-Chair will present alongside the VP for Administration and Finance. Individual members must take responsibility for reporting back on agenda items and actions taken to their constituent groups and the Co-chairs are charged with monthly updates to campus via The Daily Eagle. Members should take active rather than passive roles in relation to communication, engagement, and recommendations.

The Committee is responsible for reviewing and assessing the Strategic Plan; responding to the work of the Enrollment Management Committee; offering feedback on capital projects and plans as requested; assessing revenue generating ideas, and issuing calls for funding prioritization requests as required. At times, the committee will need to review budget reduction options and make recommendations to the President regarding methodology and outcomes.

The Committee will receive reports from strategic plan goal group leaders; and will receive reports from affiliated organizations such as BSG and BASC for informational purposes. A standing Campus-Based Fee Review Committee is responsible for reviewing annually any Broad-Based Fee requests and recommending changes in fee levels and fee policy to the JPBC.

JPBC may establish ad hoc work/study groups for discrete periods, as needed. Each year, the President shall assign a specific charge in addition to this wider charge, in order to ensure that academic and institutional priorities are maintained, and this may include the formulation of additional subcommittees.


Committee Membership

Co-Chairs

  • Member of the Faculty1 (ex officio); three-year term3
  • Vice President for Administration and Finance (ex officio); indefinite term
  • Faculty1 Co-Chair Elect (ex officio); one-year term2, 4

Membership

  • President of the College (ex officio)
  • College Senate President
  • Four faculty1 (each school must have at least one representative, with consideration being given to a member of the teaching faculty in programs reporting to the vice provost or a librarian to fill the fourth position);
    • 3- year term (staggered), with the opportunity for renewal2, 4
  • Four professional staff3; 3-year term (staggered), with the opportunity for renewal4
  • One Administrative Services Unit (ASU) staff (appointed by COSAC); 3-year term, with the opportunity for renewal4
  • One Operational Services Unit (OSU) staff (appointed by Administration and Finance OSU Advisory Council); 3-year term with the opportunity for renewal4
  • Eight administrative members (indefinite term):
    • Provost and Vice President for Academic Affairs
    • Vice President for Enrollment Management and Student Affairs
    • Vice President for Advancement
    • Vice President for University Relations
    • The Dean of each school
    • Director of Assessment
  • Three student representatives; two undergraduates and one graduate student appointed by BSG; up to 2-year term
  • College Senate President-elect (ex officio)

Technical Consultants to the Committee5

  • Assistant Vice President for Enrollment Management & Student Affairs – Planning, Assessment, and Retention
  • Assistant Vice President (AVP) for Finance and Management
  • Vice Provost
  • Chief Diversity Officer
  • Director of Institutional Research
  • Director of LITS (CIO)
  • Director of Physical Plant
  • Director of Graduate Studies

The Committee will meet Thursdays from 8:30–10:30 am, generally following a pattern of twice a month, but the actual meeting frequency will be determined each year depending on the amount of business before the committee. Meeting agendas and minutes will be posted on our homepage. The committee will operate during the academic year (concurrent with the dates of faculty obligation).


1 Faculty refers to all full-time teaching faculty and librarians, including those teaching in programs reporting to the Vice Provost.

2 The Faculty Co-Chair and Faculty Co-Chair Elect, and Faculty and Professional Staff representatives will be determined by a collaborative process involving the JPBC Co-Chairs, the College Senate and President’s Cabinet. On or before March 1 of each year, the JPBC Co-Chairs will transmit to the Executive Committee of the College Senate a slate of faculty and professional staff to fill positions to be vacant in the succeeding year. The slate must consist of a minimum of n+2 nominees (where n = # of available positions). In the second year of the Faculty Co-Chair’s term of service, the JPBC Co-Chairs will include on the slate their proposed candidate to fill the position of Faculty Co-Chair Elect. The Executive Committee will respond to the JPBC Co-Chair’s request within three weeks. The response may take the form of an endorsement of the slate, an indication that some or all candidates are not appropriate, and/or recommendation of additional faculty or professional staff warranting consideration. If the open position(s) are unable to be filled based on this response, the President of the College retains the right to fill the position(s), pending final consultation with the College Senate President and the incoming College Senate President. This process will be concluded prior to the final meeting of the College Senate for the current year. 

3 The Faculty Co-Chair Elect serves for one year, concurrent with the Faculty Co-Chair's final year of service, and then shall succeed to the Faculty Co-Chair position for a three-year term. The Faculty Co-Chair Elect serves ex officio, unless they simultaneously serve in a membership role as one of the four Faculty representatives.

4 After 6 years, a one-year break is required before reappointment.

5 Technical consultants to the Committee shall serve as subject matter experts (ex officio). Technical analysis to support the Committee will be coordinated through the Office of the AVP of Finance and Management. 

Campus-Based Fee Review Committee

A sub-committee to the JPBC to be chaired by the AVP of Finance and Management and the incoming College Senate President, and consisting of appropriate staff members and student representation. The primary function of the committee will be to review annually Broad-Based Fee requests and to recommend changes in fee levels and fee policy to the JPBC.

In addition, every two years, the committee will be charged with providing the Joint Planning and Budget Committee a report:

  • Evaluating current campus fee assessment, waiver and exemption guidelines;
  • Recommending appropriate fee assessment, waiver and exemption guidelines for online courses and programs; and
  • Reviewing and recommending revisions to the Campus Policy on the Assessment of Campus-Based Fees.

Presidential JPBC charge 2021-22

For 2021-22, JPBC is specifically charged with the following:

  1. Reviewing the work of a specially-constituted Strategic Planning Committee
  2. Setting up and overseeing an Instructional Technology and Classroom Renovation subcommittee
  3. Working in close partnership with the Middle States Steering Committee
  4. Reviewing the last year of the college’s current strategic plan
  5. Reviewing revenue generating ideas

Last Updated 10/11/21