CAEP
CFAD

Produced: Apr 29, 2025, 07:03 PM UTC - By David Ellms

23 Kern Adult Education Consortium
CONSORTIUM APPROVED

2025-26

Fiscal Declaration - Consortium Approved

Consortium Name
23 Kern Adult Education Consortium
Funding Channel
Direct Funded
Narrative
All allocations, member budgets, budget amendments, and fiscal reports are presented to the board and executive committee and approved via vote.
Changes
No Changes

Member Allocations

Member Name (2025-26) (2024-25) (2023-24)
Delano Joint Union High $1,809,002 $1,760,668 $1,745,934
Inyo Co. Office of Education $246,153 $239,576 $237,571
Kern CCD $1,660,485 $1,616,119 $1,602,595
Kern High $13,744,423 $13,377,190 $13,265,243
McFarland Unified $389,078 $378,682 $375,513
Mojave Unified $385,260 $374,966 $371,828
Mono Co. Office of Education $268,407 $261,236 $259,050
Muroc Joint Unified $195,152 $189,938 $188,349
Porterville Unified $1,932,144 $1,880,520 $1,864,783
Sierra Sands Unified $291,457 $283,670 $281,296
Tehachapi Unified $311,806 $303,475 $300,935
Wasco Union High $343,568 $334,388 $331,589
Total Allocated to Members $21,576,935 $21,000,428 $20,824,686
Total CAEP Funds $21,576,935 $21,065,061 $20,842,038
Total Remaining $0 $64,633 $17,352
Member Allocation Certification

I certify that this CFAD is true and accurate. Our consortium certifies that the allocations listed correctly represent all funded members and their respective amounts.

Carryover Threshold

Input a percentage of carryover that your consortium agrees will be considered an excessive amount.

Should a member, or members, exceed this carryover percentage upon certification of their Q4 report, they will be flagged as non-compliant with the carryover legislation (EC 84914). One year of non-compliance does not carry a penalty. However, should the same member, or members, have two consecutive years of non-compliance the consortium may agree, by majority vote, to reallocate an amount that does not exceed the carryover to other members.

A consortium does have the ability to opt-out. To do so, simply toggle the carryover threshold button to the off position.

20%

Corrective Action Fiscal Reporting Quarterly Thresholds

If member carryover is over the threshold set below, a corrective action narrative will be required to complete.

Q1 Q2 Q3 Q4
% of Carryover Threshold

80%

40%

20%

20%

Consortia Report on Governance Compliance of Rules and Procedures v.2

1. Have all community college districts, school districts, county offices of education, or any joint powers authority, located within the boundaries of the adult education region been allowed to join the consortium as a member?

Yes

2. Have all members committed to reporting any funds available to that member for the purposes of education and workforce services for adults and the uses of those funds?

Yes

Yes. Each member has agreed to the reporting requirements within Assembly Bill 104. Each and every member has committed to reporting any funds available for the purposes of education and workforce services for adults and the uses of those funds. Each and every member has agreed to submit at a minimum an annual report on their uses of education and workforce services for adults. These reports will be reviewed by the consortium board members. Each and every member has signed a Memorandum of Understanding describing the duties and responsibilities of each member institution. The consortium will review, evaluate and certify that the services and uses of these funds conform to the regional plan. Member reports describing available funds, their usage and conformity with the regional plan will be presented at consortia meetings. The board and executive committee will review, evaluate and certify that the services and uses of these funds conform to the regional plan.

Each member’s governing board has approved, authorized, and signed the Memorandum of Understanding. In a separate action, each member’s governing board will designate a representative and an alternate. Each member can change their representative and/or alternate representative by providing notice the to consortium as well. The governing board will provide a copy of the governing board’s minutes including the designation action having been taken. The consortium will ensure that each member of the consortium is represented only by an official designated by the governing board of the member by maintaining these documents on file, by requiring notice of any change in the designated representative or alternate within the Memorandum of Understanding, and by identifying the member’s representative (or the alternate) as the only official present and designated to represent the member

Each designated member representative (and alternate) will receive meeting notices, draft agendas, final agendas, and any supporting documents. Each designated member representative (or alternate) will be encouraged to submit agenda items, and will attend and participate in consortium meetings and decision making. Participation is deemed to have occurred if either the representative or the alternate was present through in-person, phone, or zoom/computer enabled attendance at meetings, provided verbal comments and input, or has provided written comments and input on decision making matters. Meeting agendas and minutes will be posted publicly at member sites as well

6. What will be the relative voting power of each member?

Other

The Kern Adult Education Consortium Board will be comprised of each eligible member, and decisions at these meetings will be by consensus. In the event consensus cannot be reached, decisions will be made by one member, one vote. Decisions made by the Kern Adult Education Consortium Board are considered recommendations to the Executive Committee. The Kern Adult Education Consortium Board recommendations are submitted to the Executive Committee for final decision and/or final approval. The Kern Consortium Executive Committee has the authority to make final decisions or approve consortium action. For example, final decisions and approval to spend funds will be made by the Executive Committee. The voting of the Executive Committee will follow the attached organizational structure wherein the Kern High School District will have three representatives on the Executive Committee, the Kern Community College District one member, the Kern County Superintendent of Schools one member, and one member from the Porterville sub-region chosen by members within the Porterville sub-region, one member from the North Kern sub-region, chosen by members of the North Kern sub-region, and one member from the Eastern Sierra sub-region chosen by members of the Eastern Sierra sub-region. In the event of a split vote of the Executive Committee, the action item will be referred to the Kern Adult Education Consortium Board for further action.Bottom of Form


7. How will decisions be approved?

by consensus

During the planning period (AB 86), the consortium participants discussed a decision-making process. As indicated during the planning period, decisions were made by consensus. The consortium arrived at this decision-making model after having considered the CAEP and AB104 language, and discussed several proposed models. This decision-making model has worked for us so far, and we will keep this decision-making model going forward at this time.

The Consortium will establish agendas and will notice meetings for a minimum of 72 hours. Members of the public may request that a copy of the agenda and “all documents constituting the agenda packet” be mailed to them. One of the agenda items will be "Public Comment" during which any member of the public may comment and provide input.

The Consortium will establish agendas and will notice meetings for a minimum of 72 hours. One of the agenda items will be "Public Comment" during which any member of the public may comment and provide input. Members of the public may request that a copy of the agenda and “all documents constituting the agenda packet” be mailed to them. The Consortium has established and will continue to develop an e-mail list of relevant adult education and workforce providers within our region. The agendas and relevant documents will be sent to those on the e-mail list and requesting comments and input. This input will be provided to all members that are working on that particular item for consideration. Public comments will be provided to the Board during the regularly scheduled meeting and entered into the minutes

All comments received by the consortium will be provided to each member representative of the consortium board along with the agenda packet. All public comments provided during the meetings will be included in the minutes. The consortium intends to facilitate the development, implementation, and evaluation of significant projects that respond to our Annual and ThreeYear Plan. This will lead to new and successful collaboration with our adult schools and community colleges, resolve the gaps, accelerate student progress, provide professional development and leverage existing regional structures and resources. To achieve this we will need to seek as much input from a variety of experts, students, and stakeholders during the entire process and not just at meetings.


The consortium has considered input provided by pupils, teachers employed by local educational agencies, community college faculty, principals, administrators, classified staff, and the local bargaining units of the school districts and community college districts before it makes a decision. 

For any fiscal year for which the chancellor and the Superintendent allocate an amount of funds to the consortium that is the same amount allocated in the prior fiscal year, the amount of funds to be distributed to a member of that consortium shall be equal to the amount distributed in the prior fiscal year, unless the consortium makes at least one of the following findings related to the member for which the distribution would be reduced: 

(A) The member no longer wishes to provide services consistent with the adult education plan. 

(B) The member cannot provide services that address the needs identified in the adult education plan. 

(C) The member has been consistently ineffective in providing services that address the needs identified in the adult education plan and reasonable interventions have not resulted in improvements. 

Consortia can increase or decrease member allocations regardless of funding levels as long as there is unanimous agreement on the allocation change. If the consortium members cannot unanimously agree, then the consortium must follow AB104 legislation referenced in 84914 (b) 

14. Has the consortium A) designated a member to serve as the fund administrator to receive and distribute funds from the program or B) chosen to have a funds flow directly to the member districts based upon the approved distribution schedule?

B) chosen to have funds flow directly to the member districts based upon the approved distribution schedule

For new members, in addition to the governance plan, and any future by-laws, consortia will follow existing requirements in AB104 legislation (84905, 84906, 84914, 84916, 84917, and 84920). 


The consortium will define excessive member carryover as 20% of any unspent funds from the prior fiscal year.   Member shall be required to submit a written expenditure plan, including future corrective actions to reduce the member's carryover to below 20 percent, to the Consortium. 

The consortium must offer members technical assistance to help prevent them from having two consecutive fiscal years of carryover funds. 

If the consortium determines that a member has excessive carryover for at least two consecutive fiscal years, and a reasonable intervention has not eliminated the carryover, then the consortium can reduce the member’s carryover with the required majority vote. 3 Note: Consortia need to ensure their voting structure on carryover reflects the AB1491 legislation which requires a majority votes of its membership. This would mean one member, one vote. 

A regional consortia member must follow their consortium’s governance plan, by-laws, and abide by AB104 legislative member requirements (84905, 84906, 84917, and 84920). Consortium membership alone does not guarantee funding.   

1. A member shall commit to reporting any funds available to that member for the purposes of education and workforce services for adults and the uses of those funds. (84905 (b)). 

2. A member of the consortium shall be represented only by an official designated by the governing board of the member (84905 (c)). 

3. As a condition for the receipt of an apportionment of funds from this program for a fiscal year, that members of a consortium approve an adult education plan (the AEBG 3 year plan) (84906 (a)). 

4. The members of a consortium shall approve an adult education plan (the AEBG 3 year plan) at least once every three years. The plan shall be updated at least once each year based on available data. 

5. All members of the consortium shall participate in any decision made by the consortium (84905 (d) (1) (a)) 

Consortia and their members must agree to adhere to the general assurances listed as part of the annual planning process. For the purposes of evaluating Consortia and Consortium Member effectiveness, the California Department of Education and California Community College Chancellor's Office establish annual indicators of compliance. Failure to meet the requirements listed in the 2017-18 AEBG General Assurances Document may result in a determination of noncompliance and lead to partial or complete loss of Consortium and/or Member funding. (See annual plan general assurances) 

None

20. Does the consortium have a formal document detailing its work beyond the questionnaire?

No

Previously, the Consortium did not see a need for by-laws and used the governance document and State regulations to operate.  The consortium has opted to begin working on by-laws during the next 12 months. (2025-2026)  

Member Agencies

Member AgencyMember TypeContactPhone
Delano Joint Union HighHigh School DistrictJulio C. Segura(661) 720-4170
Kern CCDDistrictCathi Jacob(661) 336-5105
Kern HighHigh School DistrictMark Wyatt Mr(661) 835-1855
McFarland UnifiedUnified School DistrictAaron Resendez(661) 792-3081
Mojave UnifiedUnified School DistrictMs. Cassie Hogan
Mono Co. Office of EducationCounty Office of Education (COE)Shana Stapp(760) 914-4131
Muroc Joint UnifiedUnified School DistrictKevin Cordes(760) 769-4821
Porterville UnifiedUnified School DistrictBrad Rohrbach 7932458(559) 793-2458
Sierra Sands UnifiedUnified School DistrictMandy Parks(760) 499-1722
Tehachapi UnifiedUnified School DistrictDr. Bonny Porter(661) 822-2266 ext: 2712
Wasco Union HighHigh School DistrictMarleni Maston(661) 758-7414
Kern Co. Office of EducationCounty Office of Education (COE)Janeyle Thomas
Inyo Co. Office of EducationCounty Office of Education (COE)Barry Simpson(760) 873-3262 ext: 2101
Trona Joint UnifiedUnified School DistrictStacy Pfluger(661) 336-5150

Certification & Assurances

By clicking "Approve" on the approval cards below, you are certifying the CFAD as well as confirming that you and ALL consortium members agree to the Assurances listed below.

Assurances

Membership & Decision-Making
  • I certify that any community college district, school district, or county office of education, or any joint powers authority consisting of community college districts, school districts, county offices of education, or a combination of these, located within the boundaries of the adult education region shall be permitted to join the consortium as a member (EC 84905 (a)(b). (See Membership Box above).
  • I certify that only members as described above (and in EC 84905) are allowed to join my consortium as members and participate in decision making and approvals whether in a public meeting, or via the NOVA planning, budgeting & expense reporting system.
  • I certify that as a condition of joining a consortium, as a member, I shall commit to reporting any funds (as described in EC 84916) available to that member for the purposes of education and workforce services for adults and the uses of those funds through the annual Program Area exercise in NOVA for reporting leveraged funds, and instructional hours.
  • I certify that as a member of the consortium my district shall be represented only by an official designated by the governing board of the member (EC 84905 (c)).
  • I certify that as a member of the consortium, I shall participate in any decision made by the consortium (EC 84905 (d)(1)(A)).
  • I certify that all decision made by the consortium and its members is final (EC 84905 (d)(1)(F)).
  • I certify that I will adhere to the consortium rules and procedures and, as agreed upon by the consortium members, to any additional by-laws, charters, etc.
Public Meetings
  • I certify that a proposed decision is considered at an open, properly noticed public meeting of the consortium at which members of the public may comment (EC 84905 (d)(1)(B)).
  • I certify that the consortium has provided the public with adequate notice of a proposed decision and considered any comments submitted by members of the public, and any comments submitted by members of the public have been distributed publicly (EC 84905 (d)(1)(C)).
  • I certify that the consortium has requested comments regarding a proposed decision from other entities located in the adult education region that provide education and workforce services for adults (EC 84905 (d)(1)(D)(i)).
  • I certify that the consortium has requested comments regarding a proposed decision from other entities located in the adult education region that provide education and workforce services for adults (EC 84905 (d)(1)(D)(i)).
  • I certify that the consortium has considered input provided by pupils, teachers employed by local educational agencies, community college faculty, principals, administrators, classified staff, and the local bargaining units of the school districts and community college districts before it makes a decision (EC 84905 (d)(1)(E)).
  • I certify that in addition to the meeting requirements listed in EC 84905, and as agreed upon by the consortium members, that I will follow the public meeting requirements listed in the Ralph M. Brown Act as the Brown Act applies to the governing body of any “local body created by state or federal statute.” (Ed. Code, section 54952.)
Reporting Requirements
  • I certify that I will participate in completing and updating any consortium long range and/or short range planning efforts and/or budget work plans (EC 84906, 84914(a)).
  • I certify that all CAEP expenses have been expended in the CAEP seven program areas, and services provided are consistent with the 3-year plan, the annual plan, and my district’s work plan & budget as submitted in NOVA (EC 84913 (1-7), 84906, 8914(a)).
  • I certify that my expenditures of CAEP funds match the objectives/activities included in the annual plan and the member work plan (EC 84906, 84914(a)).
  • I certify that my expenditures of CAEP funds adhere to the allowable uses of funds as identified in the CAEP Fiscal Management Guide.
  • I certify that I will report student level enrollment data and outcomes as prescribed by the State CAEP Office (EC 84920).
  • I certify that I will share financial expenditure and progress reports with the members of my regional consortium.
  • I certify that I understand that as a member if I do not meet any of these items I have certified, I will be deemed an ineffective member which may result in a loss or reduction of CAEP funding (EC 84914(b)).
  • I certify that all CAEP expenses have been expended only for the education of persons 18 years of age or older (EC 84901(a)).

Delano Joint Union High - Member Representative

Approved by Julio C. Segura

04/28/2025 12:09 PM PDT

Inyo Co. Office of Education - Member Representative

Approved by Randy Cook

04/28/2025 10:35 AM PDT

Kern CCD - Member Representative

  • Acting Chief Financial Officer/Vice Chancellor, Finance and Administrative Services
  • melissa.thornsberry@kccd.edu
  • (661) 336-5142
Approved by Stacy Pfluger

04/28/2025 05:04 PM PDT

Kern Co. Office of Education - Member Representative

  • Director College and Career Programs
  • kiwebb@kern.org
  • (661) 852-5799
Approved by Janeyle Thomas

04/29/2025 07:53 AM PDT

Kern High - Member Representative

  • Principal/ Director Bakersfield Adult School & Regional Occupational Center
  • mark_wyatt@kernhigh.org
  • (661) 835-1855
Approved by Jodi Loeffler

04/28/2025 05:19 PM PDT

McFarland Unified - Member Representative

Approved by Leonor Lopez

04/28/2025 05:33 PM PDT

Mojave Unified - Member Representative

Approved by Victoria Davis

04/28/2025 10:21 AM PDT

Mono Co. Office of Education - Member Representative

Approved by Shana Stapp

04/28/2025 11:43 AM PDT

Muroc Joint Unified - Member Representative

Approved by Dr David Ellms

04/29/2025 12:03 PM PDT

Porterville Unified - Member Representative

Approved by Porterville Unified School District Regina Longoria

04/28/2025 11:54 AM PDT

Sierra Sands Unified - Member Representative

  • Assistant Superintendent of Business & Support Services
  • jhayden@ssusd.org
  • (760) 499-1604
Approved by John Cosner

04/29/2025 07:04 AM PDT

Tehachapi Unified - Member Representative

Approved by McKenna Liebgott

04/28/2025 10:23 AM PDT

Wasco Union High - Member Representative

Approved by Marleni Maston

04/28/2025 10:52 AM PDT