Meeting Planning Schedule
The ICASS Meeting Planning Schedule is an indispensable guide and playbook for the Council and Budget Committee that sets a flexible timeline for ICASS meetings.
The training materials below provide guidance and details regarding the agenda and outcomes for each session.
Be sure to check back regularly for new training as it becomes available.
Downloadable Files:
ICASS Training Overview One-Pagers:
September: Council and Budget Committee Orientation
ICASS Council and Budget Committee Orientation
This session delivers the orientation to the ICASS Council and the Budget Committee and how they differ. You will be introduced to the annual Meeting Planning Schedule and other documents to help you effectively participate in adjudicating ICASS issues of resources and improve ICASS performance. Council members will also receive a focused discussion of two of their critical activities, budget ratification and the Annual Assessment of ICASS services, and what is necessary to meet these mandatory responsibilities. Members of the Budget Committee will learn about their responsibility to analyze data, conduct requested studies, and review and approve the annual ICASS budget before sending it to the Council for ratification.
November: Approve and Ratify Initial Budget
Approve and Ratify the Initial Budget
This video discusses the approval and ratification of the ICASS Initial Budget. We will cover the two meetings that are held each year at post, one for the ICASS Budget Committee and the other for the ICASS Council. During the first part of the video, we will discuss the Budget Committee meeting where they will conduct an in-depth review of the Initial Budget and then approve the budget. In the second part of the video, we will discuss the ICASS Council meeting where they ratify the Initial Budget. Then in the last part of the video, we will discuss how the invoices are approved by the agencies.
Seven Simple Questions
This video covers the seven simple questions and relevant reports. The seven simple questions are used as a guide for the Budget Committee to conduct a thorough budget discussion and evaluate differences between the initial and final budgets. Budget Committee members may find this video useful in preparation for their meeting to discuss and approve the initial and final budget.
February: Modification Policy and Budget Methods
Modification Criteria and Budget Methodology Review
The MPS#4 Modification Criteria and Budget Methodology Review video covers four key topics. First, post workload count modifications and the importance of your post modification policy are discussed. Second, budget methodologies are explained and if any changes are recommended for the upcoming year what needs to be considered. Third, the purpose of and deadline for completing the Memorandum of Understanding (MOU) and the Subscription of Services (SOS) documents are presented. Lastly, requirements for withdrawing from ICASS services and the submission deadlines are provided.
Modification Policies for ICASS LITE Posts
This training video is a follow-on to the ICASS Modification Policy video. Please watch that video first for an introduction to modification policy. This video addresses the specific differences between creating a policy at an ICASS Lite versus ICASS Standard post. It contains templates and examples of Lite modification policies. While primarily focusing on the Service Provider and Budget Committee as an audience, it may also interest customer agencies reps who are exploring the details of developing modification policies at post.
April: Annual Performance Assessment
ICASS Council and Service Provider evaluation of services
Learn about Annual Performance Assessment (APA) requirements and how to access and utilize existing data to assess the quality of ICASS Services. Data from the Management Analytics Portal (MAP) and the automated APA Report Template assist in streamlining preparation of the report. This recorded webinar highlights the key reference data and the meetings and discussions that are held to prepare for and finalize the mandatory APA report.
May/June: Approve and Ratify the Final Budget
Approve and Ratify the Final Budget
This video discusses the approval and ratification of the ICASS Final Budget. We will cover the two meetings that are held each year at post, one for the ICASS Budget Committee and the other for the ICASS Council. During the first part of the video, we will discuss the Budget Committee meeting where they will conduct an in-depth review of the Final Budget and then approve the budget. Then in the second half of the video, we will discuss the ICASS Council meeting where they ratify the Final Budget and set ICASS priorities for the next fiscal year.
Seven Simple Questions
This video covers the seven simple questions and relevant reports. The seven simple questions are used as a guide for the Budget Committee to conduct a thorough budget discussion and evaluate differences between the initial and final budgets. Budget Committee members may find this video useful in preparation for their meeting to discuss and approve the initial and final budget.
June: Approve Workload Counts and Time Allocation
Workload Count and Time Allocation Review
The MPS#8 Workload Count and Time Allocation Review video explains workload counts and service provider time allocations. During the first part of the video, we will display and highlight the importance of each of the seven reports distributed prior to this meeting. These reports provide the post ICASS employee time allocations and agency workload counts for the upcoming year. We will also explain the significance of the Workload Approval form.