CAEP
CFAD

Produced: Apr 28, 2025, 09:57 PM UTC - By Madelyn Arballo

34 Mt. San Antonio Regional Consortium for Adult Education
CONSORTIUM APPROVED

2025-26

Fiscal Declaration - Consortium Approved

Consortium Name
34 Mt. San Antonio Regional Consortium for Adult Education
Funding Channel
Direct Funded
Narrative
The Mt. San Antonio Regional Consortium, deeply rooted in serving the greater Pomona community, strategically utilizes meticulously crafted three-year plans to navigate the dynamic and evolving post-pandemic educational landscape. The 2022-2025 plan prioritized addressing the multifaceted needs of adult learners, with a critical focus on mitigating acute skilled worker shortages, particularly within the burgeoning healthcare sector. This sector faced significant challenges due to the surge in COVID-19-related nurse retirements, necessitating a robust response. To address these pressing needs, the plan placed a strong emphasis on expanding access to and participation in Career Technical Education (CTE) programs. This was accomplished through targeted marketing campaigns, proactive community outreach initiatives, and substantial investments in enhanced online learning platforms, significantly improving accessibility for diverse student populations, including working individuals, parents, and those with transportation limitations. The demonstrable success of online learning prompted further technological investment, ensuring the delivery of high-quality distance education for both students and staff. Building upon established foundations, the Consortium strengthened its collaborative relationships with American Job Centers (AJCCs) and essential student support agencies, ensuring a cohesive network of resources. It also reactivated integrated transition counseling services, strategically deploying adjunct counselors within adult schools to facilitate seamless transitions to community college programs. CAEP Workgroups dedicated themselves to developing comprehensive career pathways and articulation agreements, streamlining student journeys and enhancing educational opportunities. The annual Mt. SAC Adult Ed Day, which witnessed a significant surge in attendance in 2025, effectively showcased diverse college pathways and vital support services, reflecting growing community engagement and interest. The newly crafted 2025-2028 plan builds upon this established momentum, further expanding CTE offerings in high-demand sectors such as healthcare and building and construction. Transition counselors will continue to provide bi-monthly, on-site support at K-12 adult schools, delivering personalized guidance through engaging presentations, targeted group counseling sessions, and individualized one-on-one appointments. Annual events such as the Annual professional development conference and Adult Ed Day continue to grow and increase collaborative efforts across the consortium. Despite persistent funding concerns stemming from potential CAEP funding model changes, economic and political uncertainties, escalating operational costs, and potential financial obligations arising from local school employee union contracts, the Consortium remains steadfast in its unwavering commitment to providing inclusive and equitable educational opportunities for adults with disabilities and all members of the community. Its paramount objective is to facilitate economic recovery for its students and the broader regional community, demonstrating its inherent resilience and adaptability in navigating the ever-evolving educational environment.
Changes
No Changes

Member Allocations

Member Name (2025-26) (2024-25) (2023-24)
Baldwin Park Unified $7,468,695 $7,269,142 $7,208,310
Bassett Unified $3,169,717 $3,085,026 $3,059,209
Charter Oak Unified $2,096,790 $2,040,766 $2,023,688
Covina-Valley Unified $4,345,140 $4,229,043 $4,193,653
Hacienda la Puente Unified $21,475,340 $20,901,548 $20,726,633
Mt. San Antonio CCD $1,092,910 $1,063,710 $1,054,809
Pomona Unified $2,547,670 $2,479,599 $2,458,848
Rowland Unified $2,172,082 $2,114,047 $2,096,355
Total Allocated to Members $44,368,344 $43,182,881 $42,821,505
Total CAEP Funds $44,368,344 $43,315,786 $42,857,185
Total Remaining $0 $132,905 $35,680
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.

40%

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

90%

75%

60%

40%

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

All members are required to submit their budgets and planned expenditures through the NOVA system. The consortium is directly funded, but Mt. SAC is the fiscal certifier. This includes collecting a copy of each member's school fiscal reports to ensure that this report matches expenditures and to provide technical assistance. Each member certifies their own expenditures and the integrity of their fiscal data.

Each member agency has one vote and at least one alternate representative. These representatives gain approval from their governing board and provide a copy of this official approval to the Steering Committee manager and co-chairs.

Voting takes place either in person or in a virtual environment (Zoom). Members need to be present for the vote. If it is a vote relating to allocations or funding, then there needs to be a discussion at one meeting and voting at a subsequent meeting. All members have been informed that their presence, or the presence of their alternate, is necessary for the upcoming vote.

Steering Committee meeting minutes record all votes.

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

1 member = 1 vote

7. How will decisions be approved?

by majority vote of 51%

The decision-making model was determined initially at the inception of the consortium, with input from all member institution representatives voting on the model. Over the past several years, the decision-making model changed to meet the students' changing needs as the consortium developed and grew in depth and scope for activities. Some of the decision-making changes that have been made in the governance plan include a two-meeting voting process and limiting chairs to a three-year term. Steering committee member representatives have determined the current decision-making model changes through consensus and a majority vote.

Official member representatives can request agenda items. They also get the agenda three days before the Steering Committee meeting, so they know the topics. The agenda is posted on the Consortium website so any member of the public can prepare their comments. The public can come to the Steering Committee meeting and comment by informing the Steering Committee before the meeting.

Proposed decisions are evident in the Steering Committee meeting agenda and previous meeting minutes, allowing stakeholders and the public to comment. These documents are made available to the public three days before the Steering Committee meetings.

In the event that the public has comments for the consortium, they will be recorded in the meeting minutes. These minutes, once approved by the Steering Committee, will be placed on the website with comments included.

Public comment for new proposals will be considered at first readings and will be included as part of the Steering Committee meeting agenda indicating the time allotted for discussion.

The Mt. SAC Regional Adult Education Consortium has moved to a direct funding model and a distribution schedule is no longer needed.

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

The Mt. SAC Regional Adult Education Consortium currently has eight members, including the community college district and seven regional adult schools. At this time, all funds have been distributed.

If members wish to leave the Consortium, the departing memberʼs designee should inform the Steering Committee in writing of the intent to leave. Consortia funds would no longer be available for members separating from the Consortium. The Steering Committee co-chairs would also be responsible for informing the state CAEP officials of any members opting out of the Consortium.

If any member fails to fulfill its commitment to the Consortium by not participating in governance, work groups, or overall implementation of the CAEP or is not complying with fiscal requirements, then the Consortium will attempt to resolve the situation to restore full engagement and/or compliance of the member. However, if efforts do not result in improvement of the situation then the Steering Committee co-chairs will agendize concerns to the Steering Committee at a scheduled meeting. A vote shall be taken by the Steering Committee to seek consultation with State adult education governing representatives on the next steps or to request that the member be removed from the Consortium.

The Mt. SAC Regional Adult Education Consortium Steering Committee has voted that a more than 40% member carryover will result in a conversation with the member, co-chairs, and consortium manager to go over strategies or upcoming projects to spend down the excess carryover.

The Mt. SAC & K-12 Consortium member institutions remain committed to reporting funds that are available to their institutions for education and workforce services. The Steering Committee discussed and voted on the consortium carryover policy. The Consortium will strive to not exceed a consortium-wide carryover of 20% with oversight from the Consortium Steering Committee. For those individual agencies that may come close to a 40% carryover each year, the Consortium Steering Committee will follow up with that agency to bring the carryover to their attention and discuss opportunities to spend down the additional carryover prior to certification and offer technical support as needed. When a member intends to use CAEP funds for capital improvement, this will be shared with the Consortium co-chairs, followed by a notification to the State CAEP Office verifying the Consortium's support of the expenditure.

In our consortium, member effectiveness is defined in the governance plan and consortium documents. Member effectiveness is defined by the following factors:

  • Members' institutions being part of workgroups
  • Meeting attendance (steering committees and workgroups)
  • Fiscal reporting and data reporting (quarterly and annual)

No other member effectiveness factors have been needed for our consortium.

Our consortium bylaws are in progress and are in alignment with the above-mentioned member effectiveness definition.

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

No

The Steering Committee has met and conferred regarding the expansion of the governance plan to expand on the content. Future plans have been set in motion to explore the possibility of adopting a set of bylaws for future years to support the structure and work of the consortium.

Member Agencies

Member AgencyMember TypeContactPhone
Baldwin Park UnifiedUnified School DistrictDr. Veronica Valenzuela(626) 939-4456 ext: 85205
Bassett UnifiedUnified School DistrictMr. Adder Argueta(626) 931-3129
Charter Oak UnifiedUnified School DistrictIvan Ayro Ed.D.(626) 938-0280
Covina-Valley UnifiedUnified School DistrictRyan Maddox(626) 974-4205
Hacienda la Puente UnifiedUnified School DistrictDr. Greg Buckner Ed.D(626) 933-3915
Mt. San Antonio CCDDistrictDr. Madelyn Arballo Dr.(909) 274-5228
Pomona UnifiedUnified School DistrictSusan Pua Gonzales(909) 397-4800 ext: 23869
Rowland UnifiedUnified School DistrictCorrie Duran
San Gabriel Valley ROPRegional Occupation Center/Program (ROC/P)Dr. Madelyn Arballo Dr.(909) 274-5228

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)).

Baldwin Park Unified - Member Representative

Approved by Dr. Veronica Valenzuela

04/22/2025 01:44 PM PDT

Bassett Unified - Member Representative

Approved by Mr. Adder Argueta

04/21/2025 06:41 PM PDT

Charter Oak Unified - Member Representative

  • Director of Adult & Career Technical Education
  • IAyro@cousd.net
  • (626) 938-0280
Approved by Ivan Ayro Ed.D.

04/21/2025 06:02 PM PDT

Covina-Valley Unified - Member Representative

Approved by Ryan Maddox

04/22/2025 08:50 AM PDT

Hacienda la Puente Unified - Member Representative

Approved by Dr. Greg Buckner Ed.D

04/22/2025 09:58 AM PDT

Mt. San Antonio CCD - Member Representative

Approved by Dr. Madelyn Arballo Dr.

04/28/2025 02:57 PM PDT

Pomona Unified - Member Representative

Approved by Monique Cardenas

04/22/2025 10:29 AM PDT

Rowland Unified - Member Representative

Approved by Corrie Duran

04/22/2025 09:53 AM PDT