Planning, Resource Prioritization, and Budget Request Platform

The Vendor is required to provide for a secure, scalable, cloud-hosted, web-based platform that supports the District’s planning and budget processes, including annual planning, multi-year planning, program/unit review, and institutional resource request workflows.
- Desired Outcomes
•    Enable annual and multi-year planning and review cycles across programs, departments, units, and the institution.
•    Support creation, routing, evaluation, prioritization, and approval of resource and budget requests (equipment, technology/software, facilities/capital, and staffing).
•    Provide committee-based scoring/rubrics, qualitative feedback, ranking/prioritization, and an auditable decision trail.
•    Improve alignment between planning, resource allocation, and assessment of outcomes, including accreditation evidence collection and reporting.
•    Provide dashboards and longitudinal reporting to track requests and decisions over time.
- The platform will be used by faculty, staff, administrators, and shared governance committees to support data-informed, mission-driven decision making, with transparent linkages among mission, outcomes, accreditation expectations, and budget/resource decisions.
- Planning and Program/Unit Review
•    Annual and multi-year planning and review budget requests.
•    Program, department, and unit-level planning and review with narrative and data-driven analysis.
•    Historical tracking and longitudinal reporting of plans, requests, and decisions.
•    Version control and revision tracking for plans and requests.
- Resource Requests and Prioritization
•    Submission and management of resource requests for equipment, technology/software, facilities/capital, and staffing (classified, faculty, management, temporary).
•    Configurable routing through multiple committees/governance bodies(e.g., department chair → dean → VP → committee → administration/board).
•    Committee-based evaluation including configurable membership, scoring rubrics, qualitative feedback, ranking/prioritization, and recommendations.
•    Audit trail of decisions and approvals, including reviewer requests for additional information and rationales for approvals/denials.
•    Budget summaries by division and category; multi-year budget forecasting support.
- Accreditation, Institutional Effectiveness, and Equity-Minded Planning
•    Mapping of plans and requests to accreditation standards (e.g., ACCJC or equivalent).
•    Evidence collection and document storage to support accreditation self-studies and annual updates.
•    Reporting and dashboardssupporting institutional effectiveness and equity-minded planning.
- Reporting, Dashboards, and Exports
•    Role-based dashboard views (requestor, reviewer, chair, administrator).
•    Configurable reports and ad-hoc querying (where available).
•    Export to common formats (PDF, Excel, CSV).
- Document Management
•    Ability to upload/store supporting evidence (e.g., quotes, justification documents).
•    Organized attachments per request, with permissions and retention controls.