CAEP Consortium Fiscal Reporting 63 South Bay Adult Education Consortium/Southwestern
Year: 2018-19
CAEP Consortium Fiscal Reporting
63 South Bay Adult Education Consortium/Southwestern
2018-19 Fiscal Year
Fiscal Report Submittal Status
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
---|---|---|---|---|
Coronado Unified | Submitted | Submitted | Submitted | Not Submitted |
Southwestern CCD | Submitted | Submitted | Submitted | Not Submitted |
Sweetwater Union High | Submitted | Submitted | Submitted | Not Submitted |
Coronado Unified
Coronado Unified Q1 Report (7/1 - 9/30)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $11,513 | $18,363 | 62.7% | $122,423 | 9.4% | $110,910 |
2000 - Non-Instructional Salaries | $6,171 | $10,500 | 58.77% | $70,000 | 8.82% | $63,829 |
3000 - Employee Benefits | $4,986 | $10,275 | 48.53% | $68,500 | 7.28% | $63,514 |
4000 - Supplies and Materials | $52 | $16,200 | 0.32% | $108,000 | 0.05% | $107,948 |
5000 - Other Operating Expenses and Services | $0 | $5,625 | 0% | $37,500 | 0% | $37,500 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $0 | $1,500 | 0% | $10,000 | 0% | $10,000 |
Totals | $22,722 | $62,463 | 36.38% | $416,423 | 5.46% | $393,701 |
Corrective Action Plan
We are in the process of expanding our ESL and CTE courses. We took out some CTE courses that there was not enough demand in the market place. We opened two new ESL classes outside of the School District and we will be expanding even more. Our goal is to provide ESL, Citizenship and Office work and Child development for the 18-19 school year.Summary of Activities:
We opened two new ESL classes outside of the School District and we will be expanding more.- Status
- Submitted
Coronado Unified Q2 Report (10/1 - 12/31)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $22,547 | $55,090 | 40.93% | $122,423 | 18.42% | $99,876 |
2000 - Non-Instructional Salaries | $19,159 | $31,500 | 60.82% | $70,000 | 27.37% | $50,841 |
3000 - Employee Benefits | $16,981 | $30,825 | 55.09% | $68,500 | 24.79% | $51,519 |
4000 - Supplies and Materials | $2,981 | $32,400 | 9.2% | $108,000 | 2.76% | $105,019 |
5000 - Other Operating Expenses and Services | $7,218 | $11,250 | 64.16% | $37,500 | 19.25% | $30,282 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $0 | $4,000 | 0% | $10,000 | 0% | $10,000 |
Totals | $68,886 | $165,065 | 41.73% | $416,423 | 16.54% | $347,537 |
Corrective Action Plan
We are currently working on adding more classes and staff to the program.Summary of Activities:
This year we offered two extra ESL classes. We added a conversation class on Fridays from 8:30 to 11:30 am and also a grammar class on Tuesdays and Thursdays from 9:00 to 12:00 noon. Also we are currently offering an Office Automation, graphic design and a citizenship class as well- Status
- Submitted
Allocation Year Closeout: 2016-17
- I have reviewed the financial reports for my agency and confirm that all funds for this allocation year have been spent.
- 2016-17 Reverted Funds:
- $0
- 2016-17 Status
- Closed
- Submitting Authority
- Dr. Megan Battle, Director of Learning
Coronado Unified Q3 Report (1/1 - 3/31)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $56,356 | $91,817 | 61.38% | $122,423 | 46.03% | $66,067 |
2000 - Non-Instructional Salaries | $45,616 | $52,500 | 86.89% | $70,000 | 65.17% | $24,384 |
3000 - Employee Benefits | $41,596 | $51,375 | 80.97% | $68,500 | 60.72% | $26,904 |
4000 - Supplies and Materials | $83,003 | $81,000 | 102.47% | $108,000 | 76.85% | $24,997 |
5000 - Other Operating Expenses and Services | $14,937 | $28,125 | 53.11% | $37,500 | 39.83% | $22,563 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $0 | $7,500 | 0% | $10,000 | 0% | $10,000 |
Totals | $241,508 | $312,317 | 77.33% | $416,423 | 58% | $174,915 |
Corrective Action Plan
We are in the process of adding a child development class to our CTE program.Summary of Activities:
This quarter we were able to bring more instructors to our program. We opened an office automation class and we are in the process of opening a child development class.- Status
- Submitted
Coronado Unified Q4 Report (4/1 - 6/30)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $56,356 | $122,423 | 46.03% | $122,423 | 46.03% | $66,067 |
2000 - Non-Instructional Salaries | $45,616 | $70,000 | 65.17% | $70,000 | 65.17% | $24,384 |
3000 - Employee Benefits | $41,596 | $68,500 | 60.72% | $68,500 | 60.72% | $26,904 |
4000 - Supplies and Materials | $83,003 | $108,000 | 76.85% | $108,000 | 76.85% | $24,997 |
5000 - Other Operating Expenses and Services | $14,937 | $37,500 | 39.83% | $37,500 | 39.83% | $22,563 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $0 | $10,000 | 0% | $10,000 | 0% | $10,000 |
Totals | $241,508 | $416,423 | 58% | $416,423 | 58% | $174,915 |
- Status
- Unsubmitted
Southwestern CCD
Southwestern CCD Q1 Report (7/1 - 9/30)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $29,371 | $41,055 | 71.54% | $273,701 | 10.73% | $244,330 |
2000 - Non-Instructional Salaries | $30,982 | $40,050 | 77.36% | $267,002 | 11.6% | $236,020 |
3000 - Employee Benefits | $17,685 | $23,459 | 75.39% | $156,395 | 11.31% | $138,710 |
4000 - Supplies and Materials | $129 | $16,597 | 0.78% | $110,645 | 0.12% | $110,516 |
5000 - Other Operating Expenses and Services | $23,779 | $24,462 | 97.21% | $163,078 | 14.58% | $139,299 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $0 | $5,825 | 0% | $38,833 | 0% | $38,833 |
Totals | $101,946 | $151,448 | 67.31% | $1,009,654 | 10.1% | $907,708 |
Corrective Action Plan
The delay in purchasing a number of major expenditures including a mobile computer lab and student ID machine have contributed to expenditures falling below the Q1 target. Equipment has been identified and encumbered and will be included in Q2 expenditures addressing this issue. In addition, a delay in recruitment and hiring of new staff has also contributed to a spending shortfall in Q1. New positions have been identified and recruitment is in progress for Q2 hiring. Finally, delayed expenditures driven by the extended time to complete a marketing plan which will drive branding and design of print collateral and promotional materials to support increased enrollment and seamless transitions will be completed in Q2, but were planned for Q1.Summary of Activities:
In alignment with the consortium plan, SWC AEP funds in Q1 provided for the maintenance of established activities, along with a number of new efforts highlighted here. Eighteen SWC faculty from a variety of disciplines were provided professional development training: Reading Apprenticeship 101. They are using the knowledge and skills gained to bring new approaches to their 2018-19 teaching delivery, with an emphasis on student success through raising reading skills across the district curricula. New noncredit curriculum development included six courses in Reading, two CE courses in Disaster/Emergency Community Response, and two courses in college prep for the behavioral sciences. Research was conducted to assess the nature, types and sources of information available to K-12 parents/guardians to help with their students’ success. That information is being used by a cross-district and community partner committee developing a pilot project for spring 2019 implementation.- Status
- Submitted
Southwestern CCD Q2 Report (10/1 - 12/31)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $61,348 | $82,110 | 74.71% | $273,701 | 22.41% | $212,353 |
2000 - Non-Instructional Salaries | $79,191 | $80,101 | 98.86% | $267,002 | 29.66% | $187,811 |
3000 - Employee Benefits | $42,505 | $46,919 | 90.59% | $156,395 | 27.18% | $113,890 |
4000 - Supplies and Materials | $129 | $33,194 | 0.39% | $110,645 | 0.12% | $110,516 |
5000 - Other Operating Expenses and Services | $52,867 | $48,923 | 108.06% | $163,078 | 32.42% | $110,211 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $6,443 | $11,650 | 55.31% | $38,833 | 16.59% | $32,390 |
Totals | $242,483 | $302,896 | 80.05% | $1,009,654 | 24.02% | $767,171 |
Corrective Action Plan
Southwestern College has a number of pending expenditures The delay in purchasing a number of major expenditures including a mobile computer lab and student ID machine have contributed to expenditures falling below the Q2 target. Equipment has been identified and encumbered and will be included in Q3 expenditures addressing this issue. In addition, a delay in recruitment and hiring of new staff has also contributed to a spending shortfall in Q2. New positions have been identified and recruitment is in progress for Q3 hiring. Finally, delayed expenditures driven by the extended time to complete a marketing plan which will drive branding and design of print collateral and promotional materials to support increased enrollment and seamless transitions continue to be a challenge and will be completed in Q3, but were planned for Q1 and Q2.Summary of Activities:
As part of the consortium plan, SWC AEP funds in Q2 provided for the maintenance of established activities, along with a number of new efforts listed here. SWC administrators, faculty and staff participated in an array of plan related activities including: 1. Consortium-wide retreat for review of progress to date and structuring work for next AEP three-year plan; 2. Cross-district faculty work groups collaborating to address planning across program goals for next AEP three-year plan; 3. Discussion and planning for development of new noncredit optical technician and electrician trainee CDCP programs; 4. The K-12 success committee established dates and identified content for implementation of the spring 2019 pilot project, and; 5. Participation in in professional development and technical trainings including: data management, JSPAC, a consortia retreat, Human Centered Design, Super Region events, and counselor conferences.- Status
- Submitted
Allocation Year Closeout: 2016-17
- I have reviewed the financial reports for my agency and confirm that all funds for this allocation year have been spent.
- 2016-17 Reverted Funds:
- $0
- 2016-17 Status
- Closed
- Submitting Authority
- Minou Spradley, Vice President of Academic Affairs
Southwestern CCD Q3 Report (1/1 - 3/31)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $249,341 | $123,165 | 202.44% | $273,701 | 91.1% | $24,360 |
2000 - Non-Instructional Salaries | $160,900 | $120,151 | 133.91% | $267,002 | 60.26% | $106,102 |
3000 - Employee Benefits | $113,384 | $70,378 | 161.11% | $156,395 | 72.5% | $43,011 |
4000 - Supplies and Materials | $28,597 | $49,790 | 57.43% | $110,645 | 25.85% | $82,048 |
5000 - Other Operating Expenses and Services | $93,140 | $73,385 | 126.92% | $163,078 | 57.11% | $69,938 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $19,143 | $17,475 | 109.55% | $38,833 | 49.3% | $19,690 |
Totals | $664,505 | $454,344 | 146.26% | $1,009,654 | 65.82% | $345,149 |
Summary of Activities:
As part of the consortium plan, SWC CAEP funds in Q3 provided for the maintenance of established, on-going activities, along with new efforts highlighted here. SWC administrators, faculty and staff participated in an array of plan related activities including: 1. Cross-district faculty work group activities concluded in March with each group preparing recommendations for inclusion in the next Consortium three-year and 2019-20 plans; 2. Preliminary work on the plans was conducted by the cross-district Advisory Committee; 3. Ten noncredit courses for a 750 hour CDCP Electrician Trainee program were completed and are pending approval by the CCCCO. Additionally, Noncredit CDCP courses and/or programs for Child Care Provider, Customer Service, ESL, Optical Technician, Reading, Soft Skills/Workforce Readiness are under development, with summer local approval anticipated. The College also identified under-reporting of expenditures in Q1 and Q2 which are now included in Q3.- Status
- Submitted
Southwestern CCD Q4 Report (4/1 - 6/30)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $249,341 | $164,221 | 151.83% | $273,701 | 91.1% | $24,360 |
2000 - Non-Instructional Salaries | $160,900 | $160,201 | 100.44% | $267,002 | 60.26% | $106,102 |
3000 - Employee Benefits | $113,384 | $93,837 | 120.83% | $156,395 | 72.5% | $43,011 |
4000 - Supplies and Materials | $28,597 | $66,387 | 43.08% | $110,645 | 25.85% | $82,048 |
5000 - Other Operating Expenses and Services | $93,140 | $97,847 | 95.19% | $163,078 | 57.11% | $69,938 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $19,143 | $23,300 | 82.16% | $38,833 | 49.3% | $19,690 |
Totals | $664,505 | $605,792 | 109.69% | $1,009,654 | 65.82% | $345,149 |
- Status
- Unsubmitted
Sweetwater Union High
Sweetwater Union High Q1 Report (7/1 - 9/30)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $1,080,505 | $786,809 | 137.33% | $5,245,394 | 20.6% | $4,164,889 |
2000 - Non-Instructional Salaries | $544,393 | $385,584 | 141.19% | $2,570,557 | 21.18% | $2,026,164 |
3000 - Employee Benefits | $598,433 | $482,668 | 123.98% | $3,217,784 | 18.6% | $2,619,351 |
4000 - Supplies and Materials | $61,623 | $98,316 | 62.68% | $655,441 | 9.4% | $593,818 |
5000 - Other Operating Expenses and Services | $78,261 | $158,709 | 49.31% | $1,058,058 | 7.4% | $979,797 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $82,326 | 0% | $548,837 | 0% | $548,837 |
Indirect Costs | $0 | $86,617 | 0% | $577,445 | 0% | $577,445 |
Totals | $2,363,215 | $2,081,027 | 113.56% | $13,873,516 | 17.03% | $11,510,301 |
Summary of Activities:
At the consortium level, expenditures include consortium project director and administrative assistant, and travel/extra duty for consortium professional development. At the Division level, expenditures cover the salaries and benefits of more than 120 teachers, 4 administrators, 6 counselors, and supporting classified staff. Additional expenditures include the operating expenses and supplies to support the program. Sweetwater Adult serves over 8,000 students in an array of high-need areas: English as a Second Language, Citizenship, Adult Basic Education, High School Diploma/Equivalency, and Career and Technical Education. Professional development centered on promoting retention and completion, and improving internal consistency of curricular implementation. One directed staff release day was provided to accelerate transition to AEP alignment.- Status
- Submitted
Sweetwater Union High Q2 Report (10/1 - 12/31)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $2,691,864 | $1,573,618 | 171.06% | $5,245,394 | 51.32% | $2,553,530 |
2000 - Non-Instructional Salaries | $1,234,579 | $771,167 | 160.09% | $2,570,557 | 48.03% | $1,335,978 |
3000 - Employee Benefits | $1,474,373 | $965,335 | 152.73% | $3,217,784 | 45.82% | $1,743,411 |
4000 - Supplies and Materials | $110,085 | $196,632 | 55.99% | $655,441 | 16.8% | $545,356 |
5000 - Other Operating Expenses and Services | $267,980 | $317,417 | 84.43% | $1,058,058 | 25.33% | $790,078 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $2,888 | $164,651 | 1.75% | $548,837 | 0.53% | $545,949 |
Indirect Costs | $0 | $173,234 | 0% | $577,445 | 0% | $577,445 |
Totals | $5,781,769 | $4,162,055 | 138.92% | $13,873,516 | 41.67% | $8,091,747 |
Summary of Activities:
At the consortium level, expenditures include consortium project director and administrative assistant, and travel/extra duty for consortium professional development. Consortium workgroups began work on the 3 year strategic plan in Q2. At the Division level, expenditures cover the salaries and benefits of more than 120 teachers, 4 administrators, 6 counselors, and supporting classified staff. Additional expenditures include the operating expenses and supplies to support the program. Sweetwater Adult serves over 8,000 students in an array of high-need areas: English as a Second Language, Citizenship, Adult Basic Education, High School Diploma/Equivalency, and Career and Technical Education. Professional development centered on promoting retention and completion, and improving internal consistency of curricular implementation. One directed staff release day was provided to accelerate transition to AEP alignment.- Status
- Submitted
Allocation Year Closeout: 2016-17
- I have reviewed the financial reports for my agency and confirm that all funds for this allocation year have been spent.
- 2016-17 Reverted Funds:
- $0
- 2016-17 Status
- Closed
- Submitting Authority
- Joe Fulcher, Assistant Superintendent for Equity, Culture, and Support Services
Sweetwater Union High Q3 Report (1/1 - 3/31)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $3,631,264 | $2,360,427 | 153.84% | $5,245,394 | 69.23% | $1,614,130 |
2000 - Non-Instructional Salaries | $1,787,749 | $1,156,751 | 154.55% | $2,570,557 | 69.55% | $782,808 |
3000 - Employee Benefits | $2,065,317 | $1,448,003 | 142.63% | $3,217,784 | 64.18% | $1,152,467 |
4000 - Supplies and Materials | $137,165 | $294,948 | 46.5% | $655,441 | 20.93% | $518,276 |
5000 - Other Operating Expenses and Services | $337,017 | $476,126 | 70.78% | $1,058,058 | 31.85% | $721,041 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $10,003 | $246,977 | 4.05% | $548,837 | 1.82% | $538,834 |
Indirect Costs | $0 | $259,850 | 0% | $577,445 | 0% | $577,445 |
Totals | $7,968,515 | $6,243,082 | 127.64% | $13,873,516 | 57.44% | $5,905,001 |
Summary of Activities:
At the consortium level, expenditures include consortium project director and administrative assistant, and travel/extra duty for consortium professional development. Consortium workgroups completed work on the 3 year strategic plan logic models in Q3. At the Division level, expenditures cover the salaries and benefits of more than 65 teachers, 3 administrators, 4 counselors, and supporting classified staff. Additional expenditures include the operating expenses and supplies to support the program. Sweetwater Adult serves over 5,000 students in an array of high-need areas: English as a Second Language, Citizenship, Adult Basic Education, High School Diploma/Equivalency, and Career and Technical Education. Professional development centered on promoting retention and completion, and improving internal consistency of curricular implementation. One directed staff release day was provided to accelerate transition to AEP alignment.- Status
- Submitted
Sweetwater Union High Q4 Report (4/1 - 6/30)
Object Code | Year to Date (YTD) Expenditure | YTD Forecast | % Expended of YTD Forecast | Project Budget | % Expended of Overall Budget | Budget Remaining |
---|---|---|---|---|---|---|
1000 - Instructional Salaries | $3,631,264 | $3,147,236 | 115.38% | $5,245,394 | 69.23% | $1,614,130 |
2000 - Non-Instructional Salaries | $1,787,749 | $1,541,625 | 115.97% | $2,570,557 | 69.55% | $782,808 |
3000 - Employee Benefits | $2,065,317 | $1,930,670 | 106.97% | $3,217,784 | 64.18% | $1,152,467 |
4000 - Supplies and Materials | $137,165 | $393,265 | 34.88% | $655,441 | 20.93% | $518,276 |
5000 - Other Operating Expenses and Services | $337,017 | $634,835 | 53.09% | $1,058,058 | 31.85% | $721,041 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $10,003 | $329,302 | 3.04% | $548,837 | 1.82% | $538,834 |
Indirect Costs | $0 | $346,467 | 0% | $577,445 | 0% | $577,445 |
Totals | $7,968,515 | $8,323,400 | 95.74% | $13,873,516 | 57.44% | $5,905,001 |
- Status
- Unsubmitted
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