CAEP Consortium Fiscal Reporting 26 Long Beach Adult Education
Year: 2018-19
CAEP Consortium Fiscal Reporting 26 Long Beach Adult Education
2018-19 Fiscal Year
Fiscal Report Submittal Status
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
---|---|---|---|---|
Long Beach CCD | Submitted | Submitted | Submitted | Submitted |
Long Beach Unified | Submitted | Submitted | Submitted | Submitted |
Long Beach CCD
Long Beach 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 | $8,961 | $82,641 | 10.84% | $330,562 | 2.71% | $321,601 |
2000 - Non-Instructional Salaries | $99,834 | $162,717 | 61.35% | $650,866 | 15.34% | $551,032 |
3000 - Employee Benefits | $32,299 | $83,649 | 38.61% | $334,595 | 9.65% | $302,296 |
4000 - Supplies and Materials | $19,731 | $23,698 | 83.26% | $94,792 | 20.82% | $75,061 |
5000 - Other Operating Expenses and Services | $43,626 | $97,745 | 44.63% | $390,980 | 11.16% | $347,354 |
6000 - Capital Outlay | $0 | $239,362 | 0% | $957,449 | 0% | $957,449 |
7000 - Other Outgo | $1,127 | $187,313 | 0.6% | $535,181 | 0.21% | $534,054 |
Indirect Costs | $0 | $0 | 100% | $0 | 100% | $0 |
Totals | $205,578 | $877,124 | 23.44% | $3,294,425 | 6.24% | $3,088,847 |
Corrective Action Plan
We are aware that expenditures fell below target levels for this quarter. However, during the next quarter as we hire more personnel to support the infrastructure for the expanding AEP program for the program and add new programs and courses onsite and offsite, spending will change and increase to meet minimum levels.Summary of Activities:
During this last quarter we have focused on the completion of noncredit CTE courses for adult education; created more offsite partnerships for ESL classes; supported marketing and research in the community; continued to support limited employees for student mentoring, supported the summer bridge noncredit program to double participants, supported a noncredit workshop for health careers and continued support faculty in supplies and materials for students enrolled in AEP courses.- Status
- Submitted
Long Beach 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 | $16,644 | $165,281 | 10.07% | $330,562 | 5.04% | $313,918 |
2000 - Non-Instructional Salaries | $228,385 | $325,433 | 70.18% | $650,866 | 35.09% | $422,481 |
3000 - Employee Benefits | $97,514 | $167,298 | 58.29% | $334,595 | 29.14% | $237,081 |
4000 - Supplies and Materials | $29,916 | $47,396 | 63.12% | $94,792 | 31.56% | $64,876 |
5000 - Other Operating Expenses and Services | $57,916 | $97,745 | 59.25% | $390,980 | 14.81% | $333,064 |
6000 - Capital Outlay | $9,352 | $478,725 | 1.95% | $957,449 | 0.98% | $948,097 |
7000 - Other Outgo | $535,181 | $374,627 | 142.86% | $535,181 | 100% | $0 |
Indirect Costs | $0 | $0 | 100% | $0 | 100% | $0 |
Totals | $974,908 | $1,656,504 | 58.85% | $3,294,425 | 29.59% | $2,319,517 |
Corrective Action Plan
We are aware that expenditures fell below target levels for this quarter. We continue to focus on creating an infrastructure that will fully support the adult education population. To that extent we are in the process of hiring personnel that will support the outreach and enrollment strategies for current and potential adult education program students. We are also working on creating more noncredit courses in CTE that will support the Strong Workforce initiatives and provide avenues for employment and credit programs.Summary of Activities:
During the last quarter we have supported our new Home Remodeling courses for CTE. These classes consisted of drywall, tiling and painting. We also during this last quarter supported the creation of marketing materials for noncredit and the adult education program throughout the community.- 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
- Michelle Hillman, Dean
- John Thompson, Director, Fiscal Services
Long Beach 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 | $94,545 | $247,922 | 38.14% | $330,562 | 28.6% | $236,017 |
2000 - Non-Instructional Salaries | $272,672 | $488,150 | 55.86% | $650,866 | 41.89% | $378,194 |
3000 - Employee Benefits | $148,578 | $250,946 | 59.21% | $334,595 | 44.41% | $186,017 |
4000 - Supplies and Materials | $35,445 | $71,094 | 49.86% | $94,792 | 37.39% | $59,347 |
5000 - Other Operating Expenses and Services | $132,672 | $97,745 | 135.73% | $390,980 | 33.93% | $258,308 |
6000 - Capital Outlay | $9,352 | $718,087 | 1.3% | $957,449 | 0.98% | $948,097 |
7000 - Other Outgo | $535,181 | $454,904 | 117.65% | $535,181 | 100% | $0 |
Indirect Costs | $0 | $0 | 100% | $0 | 100% | $0 |
Totals | $1,228,445 | $2,328,847 | 52.75% | $3,294,425 | 37.29% | $2,065,980 |
Corrective Action Plan
All monies from this fiscal year have been encumbered but will not be expended in time for the 6/30/19 deadline. We are seeking an extension to ensure that all monies have been allocated and finalized through our PO system.Summary of Activities:
The creation of noncredit CTE, equipment purchasses for the new programs, and infrastructure activities were the major expenditures for this fiscal year.- Status
- Submitted
Long Beach 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 | $330,562 | $330,562 | 100% | $330,562 | 100% | $0 |
2000 - Non-Instructional Salaries | $274,032 | $650,866 | 42.1% | $650,866 | 42.1% | $376,834 |
3000 - Employee Benefits | $240,134 | $334,595 | 71.77% | $334,595 | 71.77% | $94,461 |
4000 - Supplies and Materials | $47,890 | $94,792 | 50.52% | $94,792 | 50.52% | $46,902 |
5000 - Other Operating Expenses and Services | $326,413 | $97,745 | 333.94% | $390,980 | 83.49% | $64,567 |
6000 - Capital Outlay | $543,023 | $957,449 | 56.72% | $957,449 | 56.72% | $414,426 |
7000 - Other Outgo | $535,181 | $535,181 | 100% | $535,181 | 100% | $0 |
Indirect Costs | $0 | $0 | 100% | $0 | 100% | $0 |
Totals | $2,297,235 | $3,001,190 | 76.54% | $3,294,425 | 69.73% | $997,190 |
I certify that our agency did not exceed the allowed indirect rate as directed in the Adult Education Program Guidance: Yes
Corrective Action Plan
Approximately 300,000 is encumbered with delivery expected prior to the end of the year. Remaining expenditures will include new and existing CTE program equipment funding, new personnel for infrastructure and student services, adult re-entry, and adults with disabilities.Summary of Activities:
LBCC has seen substantial growth in the creation of noncredit courses particularly in the areas of basic skills, ESL, and short-term CTE. In 2018-2019, LBCC saw a 333% increase in course offerings (from 19 to 65), a 467% increase in non-credit programs (from 3 to 17), and a 140% increase in offsite offerings (from 3 to 7) when compared to 2017-2018. Many of the new courses are in CTE; including automotive maintenance, construction, and computer technology. LBCC hired a Admission & Records Specialist, two student services techs that work directly with students on and off campus for application, enrollment, registration, and petitioning processes for awarding certificates. Hiring for an instructional aide to support ESL instruction off-site is underway. LBCC completed 3-year plan with Consortium Partner- Status
- Submitted
Long Beach Unified
Long Beach 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 | $205,051 | $181,500 | 112.98% | $726,000 | 28.24% | $520,949 |
2000 - Non-Instructional Salaries | $75,067 | $69,546 | 107.94% | $278,184 | 26.98% | $203,117 |
3000 - Employee Benefits | $108,936 | $112,500 | 96.83% | $450,000 | 24.21% | $341,064 |
4000 - Supplies and Materials | $3,737 | $47,722 | 7.83% | $190,888 | 1.96% | $187,151 |
5000 - Other Operating Expenses and Services | $1,195 | $5,000 | 23.9% | $20,000 | 5.98% | $18,805 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $14,189 | $14,986 | 94.68% | $59,943 | 23.67% | $45,754 |
Totals | $408,175 | $431,254 | 94.65% | $1,725,015 | 23.66% | $1,316,840 |
Summary of Activities:
In this first quarter of the Fall 2018 semester LBSA has continued to support our LB community with short term CTE programs. We were able to offer a 6 week custodial class and a 9 week Business machines management class. We also started a low level literacy class at the Mark Twain Library with the goal of transitioning them to our Beginning low ESL Class this Spring. Our multi level ESL class at our community partners site has been going strong serving a group of older adults who we will also look to transition over to the LBSA campus this Spring. Both our CNA and Animal care programs are full and going well. We are hopeful that we will be able to continue these offerings in the future.- Status
- Submitted
Long Beach 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 | $427,633 | $181,500 | 235.61% | $726,000 | 58.9% | $298,367 |
2000 - Non-Instructional Salaries | $151,479 | $69,546 | 217.81% | $278,184 | 54.45% | $126,705 |
3000 - Employee Benefits | $241,213 | $112,500 | 214.41% | $450,000 | 53.6% | $208,787 |
4000 - Supplies and Materials | $4,986 | $47,722 | 10.45% | $190,888 | 2.61% | $185,902 |
5000 - Other Operating Expenses and Services | $5,025 | $5,000 | 100.5% | $20,000 | 25.13% | $14,975 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $29,898 | $14,986 | 199.51% | $59,943 | 49.88% | $30,045 |
Totals | $860,234 | $431,254 | 199.47% | $1,725,015 | 49.87% | $864,781 |
Summary of Activities:
Long Beach School for Adults has been able to continue to offer our short term CTE classes , but starting second semester 2019 we are having to charge for each of the CTE classes due to budgetary constraints. We continue to fill our High School Diploma , HiSET preparation classes and ESL Classes free of charge. Our first semester in 18 - 19 went very well, showing increases in our numbers of students finishing their HS Diploma and increases in the number of students receiving their HS Equivalency certificates. With a full time data tech in place we have made gains in collecting our Casas data and have helped our staff to understand the importance post testing all students. At this point we can not grow anymore without additional funds.- 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
- Carol Ortega
- Debbie Broadway, Asst. Principal
- Renee Arkus, Executive Director of Fiscal Services
Long Beach 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 | $668,145 | $181,500 | 368.12% | $726,000 | 92.03% | $57,855 |
2000 - Non-Instructional Salaries | $228,412 | $69,546 | 328.43% | $278,184 | 82.11% | $49,772 |
3000 - Employee Benefits | $373,864 | $112,500 | 332.32% | $450,000 | 83.08% | $76,136 |
4000 - Supplies and Materials | $5,985 | $47,722 | 12.54% | $190,888 | 3.14% | $184,903 |
5000 - Other Operating Expenses and Services | $7,910 | $5,000 | 158.2% | $20,000 | 39.55% | $12,090 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $46,241 | $14,986 | 308.57% | $59,943 | 77.14% | $13,702 |
Totals | $1,330,557 | $431,254 | 308.53% | $1,725,015 | 77.13% | $394,458 |
Summary of Activities:
Long Beach School for Adults has continued to offer short term CTE classes this year. We were able to offer the following CTE classes during both Fall and Spring semesters . C.N.A., Animal Care 1-4, Custodial services, Computer Application and ESL Level 1 and 2 Computers.- Status
- Submitted
Long Beach 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 | $685,548 | $181,500 | 377.71% | $726,000 | 94.43% | $40,452 |
2000 - Non-Instructional Salaries | $278,184 | $69,546 | 400% | $278,184 | 100% | $0 |
3000 - Employee Benefits | $436,203 | $112,500 | 387.74% | $450,000 | 96.93% | $13,797 |
4000 - Supplies and Materials | $6,362 | $47,722 | 13.33% | $190,888 | 3.33% | $184,526 |
5000 - Other Operating Expenses and Services | $7,910 | $5,000 | 158.2% | $20,000 | 39.55% | $12,090 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $50,911 | $14,986 | 339.73% | $59,943 | 84.93% | $9,032 |
Totals | $1,465,118 | $431,254 | 339.73% | $1,725,015 | 84.93% | $259,897 |
I certify that our agency did not exceed the allowed indirect rate as directed in the Adult Education Program Guidance: Yes
Summary of Activities:
Long Beach School for Adults worked very hard this year to offer as many classes as possible for our community. Along with our regular classes we were able to hold 2 Custodial classes and 2 Computer application classes one each semester. We were also able to hold beginning and intermediate level Computer classes for our ESL students each semester which was very well received. LBSA will be moving their morning and afternoon programs over to the west side of Long Beach for the 19-20 school year. We will be taking over the old Reid HS campus right behind Carrillo High School. This area has a dense population of adults that will benefits from our services. At least 13% of the population do not have a High School Diploma and 38% or more of the population do not speak English. Our Evening program will remain at the Willow site, offering ESL classes, High School Diploma, HiSET Prep, HiSET testing and Animal Care.- Status
- Submitted
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