CAEP
CFAD

Produced: May 3, 2025, 12:01 AM UTC - By Suman Mudunuri

26 Long Beach Adult Education
CONSORTIUM APPROVED

2025-26

Fiscal Declaration - Consortium Approved

Consortium Name
26 Long Beach Adult Education
Funding Channel
Direct Funded
Narrative
The planned allocations for Long Beach City College (LBCC) and Long Beach School for Adults (LBSA), distributed equally between the two institutions, are fully aligned with the objectives outlined in the current annual adult education plan and reflect a direct continuation of the goals established in the CAEP 3-Year Plan. The collaborative focus between both agencies ensures that funding supports strategic priorities that foster equity, access, student success, and institutional capacity-building across the Consortium. The CAEP 3-Year Plan outlines a comprehensive strategy to strengthen adult education in Long Beach through targeted objectives. The objectives include: Faculty and Staff Development, Consortia Systems and Collaboration, Career Pathways and Access, Student Support, Skills Development, Workforce Alignment/Program Expansion, and Educational Attainment for ASE and ESL with Employment Training. Equal allocation of funds to LBCC and LBSA enables both agencies to implement the shared annual plan while addressing local needs and ensuring alignment with the broader CAEP 3-Year Plan. The approach is collaborative, data-informed, and student-centered, with each objective receiving targeted investment to support measurable outcomes in adult education success.
Changes
No Changes

Member Allocations

Member Name (2025-26) (2024-25) (2023-24)
Long Beach CCD $1,519,023 $1,478,437 $1,466,064
Long Beach Unified $1,519,023 $1,478,437 $1,466,065
Total Allocated to Members $3,038,046 $2,956,874 $2,932,129
Total CAEP Funds $3,038,046 $2,965,974 $2,934,573
Total Remaining $0 $9,100 $2,444
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

23%

22%

21%

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

Funds are reviewed quarterly by LBAEC members and their fiscal departments. Members coordinate and discuss quarterly reports collaboratively. Funded activities and progress on metrics are reviewed at quarterly public member meetings using data dashboards created for the LBAEC. 

Officially designated representatives are appointed by the leadership of each member organization. For LBCC it is by the Superintendent/President; for LBSA it is by the LBUSD Superintendent. 

Voting items are placed on LBAEC meeting agendas and are only acted upon when both members are present. While only officially designated representatives may vote, additional staff and faculty from each member institution attend regularly and contribute to the discussion of agenda items and proposal development.

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

1 member = 1 vote

7. How will decisions be approved?

Other

Decisions will be approved by consensus. If consensus cannot be reached LBAEC will consult CAEP TAP

Given LBAEC consists of only two members, LBCC and LBSA, and has a longstanding history of collaboration (e.g., through the Long Beach College Promise), the members agreed that consensus is the most effective decision making model to ensure continued alignment and cooperation.  In the event consensus cannot be reached, LBAEC will consult CAEP TAP for guidance.

All meetings are held publicly in accordance with the Brown Act. Agendas are posted online, and each meeting includes a public comment period, where attendees can provide oral or written input. 

 Agendas are posted publicly in compliance with the Brown Act and are accessible on both LBAEC website and LBCCs BoardDocs platform.  

In accordance with the Brown Act, all meetings are public and comments from members of the public are included in quarterly meeting minutes which are posted publicly online in BoardDocs.  The consortium agenda packet includes the previous meeting’s minutes, a professional accounting of discussion topics and actions taken during the meeting.  Members' comments, particularly those provided during the  public comment portion are recorded in the minutes of the meeting and distributed and posted. 

 LBAEC meetings are open to the public, and agendas are shared with a broad list of local partners, including public agencies, social service providers, workforce boards, libraries, and community-based organizations.  These partners frequently attend and contribute to discussions, and they are also invited to participate in planning processes, professional development and joint initiatives. 

CFAD declarations including narrative and funding details, are reviewed and discussed by both members before submission.  This ensures transparency and alignment.  Experienced program and fiscal staff ensure compliance with allowable costs and effective fund usage.

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

With only two members, decisions about membership changes are made collaboratively. During the 25-26 academic year, the consortia will work on creating bylaws to establish clear directives and decision making processes that support effective governance and collaboration.

"Excessive" is defined as any amount over 20% 

Both members have trained fiscal staff who regularly monitor expenditures and meet quarterly to reconcile budgets.  In cases where carryover beyond 20% exists, each member of the LBAEC will create a spend down plan to aligned with program deliverables and outcomes. Additionally, the consortia will consult with CAEP TAP for guidance on innovative and impactful ways to utilize the remaining funds.  

An effective member provides adult education services aligned with CAEP program areas, regularly attends and participates in consortium meetings, expends funds appropriately, meets or communicates about spending targets, submits timely reports, and contributes to data-driven program improvements using shared dashboards. 


 We currently do not have bylaws to address member effectiveness. Thus, during the 25-26 academic year, the consortia will work on creating bylaws to establish clear directives and decision making processes that support effective governance and collaboration.

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

Yes

The LBAEC website is currently undergoing a redesign alongside the college website. Additionally, we have developed several metric dashboards in Tableau to monitor member progress.


Member Agencies

Member AgencyMember TypeContactPhone
Long Beach CCDDistrictJohn Thompson(562) 938-4102
Long Beach UnifiedUnified School DistrictNicole Lopez

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)).

Long Beach CCD - Member Representative

  • Vice President, Workforce and Economic Development
  • kmadrid@lbcc.edu
  • (562) 938-4417
Approved by Suman Mudunuri

05/02/2025 05:01 PM PDT

Long Beach Unified - Member Representative

Approved by Nicole Lopez

05/02/2025 03:11 PM PDT