CAEP Consortium Fiscal Reporting 48 San Diego Adult Education Regional Consortium
Year: 2019-20
CAEP Consortium Fiscal Reporting 48 San Diego Adult Education Regional Consortium
2019-20 Fiscal Year
Fiscal Report Submittal Status
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
---|---|---|---|---|
San Diego CCD | Submitted | Submitted | Submitted | Not Submitted |
San Diego Unified | Submitted | Submitted | Submitted | Submitted |
San Diego CCD
San Diego 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 | $82,494 | $110,574 | 74.61% | $446,206 | 18.49% | $363,712 |
2000 - Non-Instructional Salaries | $462,757 | $393,874 | 117.49% | $3,339,813 | 13.86% | $2,877,056 |
3000 - Employee Benefits | $246,113 | $176,538 | 139.41% | $1,235,445 | 19.92% | $989,332 |
4000 - Supplies and Materials | $1,952 | $65,651 | 2.97% | $351,010 | 0.56% | $349,058 |
5000 - Other Operating Expenses and Services | $42,563 | $152,747 | 27.87% | $610,988 | 6.97% | $568,425 |
6000 - Capital Outlay | $0 | $0 | 100% | $687,350 | 0% | $687,350 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $1,029 | $44,887 | 2.29% | $332,425 | 0.31% | $331,396 |
Totals | $836,908 | $944,271 | 88.63% | $7,003,237 | 11.95% | $6,166,329 |
Corrective Action Plan
Expenditures for supplies and other operating will increase throughout the year.Summary of Activities:
Instructional Assistants support for CTE pathways Faculty institutional coordinators collaboration and coordination with guided pathways and swp planning and student access retention and completion and support for guided pathways from SDUSD AE programming. Planning and participation in regional and consortium counseling and student services collaboration Strategic plan implementation strategies participation of a 14 member team attending CAEP summit along with other regional meetings Outreach to communities of need, partner agencies and SDUSD sites Faculty and staff professional development for FELI, TLC and Passport to Success Staffing to support statistical data tracking of CAEP programs planning for student focus groups for CTE industry relationships institutional planning and research Continue to Maintain and Increase Consortium's Capacity in Identified Gaps in Service through capital outlay expenses which support costs associated with updating campus technology and equipment of- Status
- Submitted
San Diego 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 | $120,563 | $221,149 | 54.52% | $446,206 | 27.02% | $325,643 |
2000 - Non-Instructional Salaries | $685,174 | $787,748 | 86.98% | $3,339,813 | 20.52% | $2,654,639 |
3000 - Employee Benefits | $360,418 | $353,075 | 102.08% | $1,235,445 | 29.17% | $875,027 |
4000 - Supplies and Materials | $91,818 | $148,984 | 61.63% | $351,010 | 26.16% | $259,192 |
5000 - Other Operating Expenses and Services | $239,433 | $305,494 | 78.38% | $610,988 | 39.19% | $371,555 |
6000 - Capital Outlay | $172,902 | $0 | 100% | $687,350 | 25.15% | $514,448 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $57,117 | $89,774 | 63.62% | $332,425 | 17.18% | $275,308 |
Totals | $1,727,425 | $1,906,222 | 90.62% | $7,003,237 | 24.67% | $5,275,812 |
Corrective Action Plan
Reasons for the under-expenditures relate to delays in the initial 4 years of the CAEP funds. This was related to time involved in hiring of new positions and delays related to encumbering planned non-personnel project costs including equipment purchases. The current year spending down Y4 Budget Allocation and expect to be spent by end of fiscal year. However some delays have occurred with pending encumbrances for Assessment Center build-out, equipment and furnishings, only on CAEP and relate to delays in the implementation of assessment plans for non WIOA II programs eg CTE. The costs for DSPS faculty is on hold as well as equipment purchases. SDCE has adopted a new resource allocation process which is stressing spending approved allocations within the PY time frame to avoid internal carry-over of costs which create challenges with expenditure oversight. Also, projects are assessed not only for alignment with CAEP plan but also readiness to implementSummary of Activities:
Implementation of three year strategics plan strategies: Data informed outreach based on community need and market information. Extensive outreach & onboarding supports via student ambassadors and dedicated Outreach Coordinator. Leading to increased collaboration with LWDB. College and Career Transition services hiring of job developers and temporary STAFF for an increase in job fairs, hiring events and instructional collaborations. Transition opportunities through SD Promise, Gateway to College, and CTE focused collaborations. Focus on messaging and marketing through the use of data informed marketing efforts, advertisement in ethnic periodicals. New student data system, Campus Solutions implemented. Increase in Distance Education in ESL Dept and CTE courses. Hiring of two part-time faculty institution coordinators focused on pathways to SDCE from SDUSD with a student centered design framework. Wayfinding project at two campuses. Joint PD: FELI, TLC . Classroom technology- Status
- Submitted
Allocation Year Closeout: 2017-18
- I have reviewed the financial reports for my agency and confirm that all funds for this allocation year have been spent.
- 2017-18 Reverted Funds:
- $0
- 2017-18 Status
- Closed
- Submitting Authority
- Kelly Henwood, Special Projects Manager
- Michelle Fischthal, Vice President of Instruction
San Diego 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 | $167,936 | $331,723 | 50.63% | $446,206 | 37.64% | $278,270 |
2000 - Non-Instructional Salaries | $1,030,941 | $1,358,053 | 75.91% | $3,339,813 | 30.87% | $2,308,872 |
3000 - Employee Benefits | $538,254 | $582,542 | 92.4% | $1,235,445 | 43.57% | $697,191 |
4000 - Supplies and Materials | $92,254 | $232,316 | 39.71% | $351,010 | 26.28% | $258,756 |
5000 - Other Operating Expenses and Services | $273,708 | $458,241 | 59.73% | $610,988 | 44.8% | $337,280 |
6000 - Capital Outlay | $205,182 | $68,735 | 298.51% | $687,350 | 29.85% | $482,168 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $107,756 | $149,948 | 71.86% | $332,425 | 32.42% | $224,669 |
Totals | $2,416,031 | $3,181,558 | 75.94% | $7,003,237 | 34.5% | $4,587,206 |
Corrective Action Plan
Although SDCE is below projected Expenditure Forecast , we continue to be catching up with low expenditures from past years. We are expect to be fully spent out of PY 18/19 funds by October. There is an approximate salary run rate of $189k a month. Due to changes to 100% online instruction in Spring and Summer 20 - there is an expectation that SDCE will continue with Distance Education Instructional models including hard to convert CAEP program courses. Therefore we expect that certificated salaries for mass migration to DE curriculum development and professional development will continue over the Summer and Fall. We are also in the process of budget adjustments due to salary freezes on several vacant classified salaried positions.Summary of Activities:
As part of the SDAERC Three Year Strategic Plan the following Goals and Activities have had progress with the creation of an Academic Counselor contact list available on the website by SDCE Program and Campus. This fulfills the goal to Create and Enhance Student Centered Transitional Pathways, and the strategy to develop and maintain shared and consistent career guidance that support learners in choosing, entering, and staying on a pathway within and across member agencies. Additionally a Student Focus Group was conducted that focused on the student journey and barriers that is being used for institutional planning. Finally, Institutional Coordinators have been engaged in student journey barrier recommendations. There are also plans to create bridge career pathway courses and a maker Innovation Lab in collaboration with member agency.- Status
- Submitted
San Diego 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 | $232,759 | $442,297 | 52.63% | $446,206 | 52.16% | $213,447 |
2000 - Non-Instructional Salaries | $1,369,663 | $1,840,143 | 74.43% | $3,339,813 | 41.01% | $1,970,150 |
3000 - Employee Benefits | $721,401 | $785,544 | 91.83% | $1,235,445 | 58.39% | $514,044 |
4000 - Supplies and Materials | $290,002 | $315,648 | 91.88% | $351,010 | 82.62% | $61,008 |
5000 - Other Operating Expenses and Services | $292,016 | $610,988 | 47.79% | $610,988 | 47.79% | $318,972 |
6000 - Capital Outlay | $205,182 | $103,103 | 199.01% | $687,350 | 29.85% | $482,168 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $107,756 | $202,479 | 53.22% | $332,425 | 32.42% | $224,669 |
Totals | $3,218,779 | $4,300,201 | 74.85% | $7,003,237 | 45.96% | $3,784,458 |
Corrective Action Plan
Many instructional salaries are falling short partly because of faculty assignments not being fulfilled as projected and being supported with categorical funds. Additional we anticipate because of COVID there are new assignments for DE mentor ship and transition to accessible and equitable learning platforms. These projects will assist to close out carry-in PY 1819 funds by fall of 20/21Summary of Activities:
Activities include Assessment using a revised multi-measure assessment tool with the absence of CASAS due to COVID. The build out the physical assessment centers at SDCE campuses including site improvements and new technology equipment. Distance Education with the rapid transition to 100% online Distance Education course including a DE mentoring project that began in Spring and continuing into Summer and Fall. THis also includes a revision of digital course materials and certification of faculty and staff on SDCCD online certication. The development of New Courses including Introductory CTE courses developed in 4 areas and the development of 2 additional IELC VESL Course Clusters.- Status
- Unsubmitted
San Diego Unified
San Diego 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 | $198,976 | $158,036 | 125.91% | $877,977 | 22.66% | $679,001 |
2000 - Non-Instructional Salaries | $60,121 | $50,856 | 118.22% | $254,280 | 23.64% | $194,159 |
3000 - Employee Benefits | $74,508 | $100,125 | 74.42% | $500,623 | 14.88% | $426,115 |
4000 - Supplies and Materials | $10,355 | $92,010 | 11.25% | $613,401 | 1.69% | $603,046 |
5000 - Other Operating Expenses and Services | $7,085 | $6,750 | 104.96% | $45,000 | 15.74% | $37,915 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $9,406 | $9,653 | 97.44% | $48,266 | 19.49% | $38,860 |
Totals | $360,451 | $417,430 | 86.35% | $2,339,547 | 15.41% | $1,979,096 |
Corrective Action Plan
Expenditures pertaining to Object Code 4000 fall below target due to outstanding purchase orders that will be expensed once supplies and materials are received.- Status
- Submitted
San Diego 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 | $404,180 | $395,090 | 102.3% | $877,977 | 46.04% | $473,797 |
2000 - Non-Instructional Salaries | $122,015 | $132,226 | 92.28% | $254,280 | 47.98% | $132,265 |
3000 - Employee Benefits | $189,017 | $250,312 | 75.51% | $500,623 | 37.76% | $311,606 |
4000 - Supplies and Materials | $90,680 | $184,020 | 49.28% | $613,401 | 14.78% | $522,721 |
5000 - Other Operating Expenses and Services | $22,465 | $13,500 | 166.41% | $45,000 | 49.92% | $22,535 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $22,200 | $21,237 | 104.53% | $48,266 | 46% | $26,066 |
Totals | $850,557 | $996,384 | 85.36% | $2,339,547 | 36.36% | $1,488,990 |
Summary of Activities:
SDUSD has developed a pilot program for students with special needs at the TRACE Lincoln High School Diploma Program (HSDP) location. The pilot program uses Response to Intervention (RTI) methodologies to address learning gaps within the HSDP curriculum. Accussess diagnostic assessments inform RTI Tier 1 interventions that are embedded within classroom instruction. RTI, Tier 2 & 3 interventions are conducted using a blended learning model using small group instruction in conjunction with computer-based skills development software. AE teachers participate in an adult learner-focused PLC and are currently implementing new instructional strategies across all AE classrooms as part of their 1st Cycle of Inquiry work. Teachers are also developing new goals targeting behavioral supports for adult learners for the upcoming 2nd cycle. The AE Office has moved from Revere Center to Lincoln High School in order to provide greater accessibility for students who use MTS for transportation.- Status
- Submitted
Allocation Year Closeout: 2017-18
- I have reviewed the financial reports for my agency and confirm that all funds for this allocation year have been spent.
- 2017-18 Reverted Funds:
- $0
- 2017-18 Status
- Closed
- Submitting Authority
- Michael Reynolds, Program Lead
- Nate Sachdeva, Program Manager
San Diego 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 | $627,159 | $614,584 | 102.05% | $877,977 | 71.43% | $250,818 |
2000 - Non-Instructional Salaries | $185,410 | $195,796 | 94.7% | $254,280 | 72.92% | $68,870 |
3000 - Employee Benefits | $314,359 | $375,467 | 83.72% | $500,623 | 62.79% | $186,264 |
4000 - Supplies and Materials | $128,266 | $276,030 | 46.47% | $613,401 | 20.91% | $485,135 |
5000 - Other Operating Expenses and Services | $26,245 | $27,000 | 97.2% | $45,000 | 58.32% | $18,755 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $34,342 | $34,269 | 100.21% | $48,266 | 71.15% | $13,924 |
Totals | $1,315,781 | $1,523,146 | 86.39% | $2,339,547 | 56.24% | $1,023,766 |
Summary of Activities:
As a result of the California Governor's COVID-19 Stay-at-Home order, San Diego Unified has transitioned all instructional delivery for adult education courses to a distance learning model. Adult education students were provided laptops if needed, including assistance with internet access through local internet providers. Weekly in-service and professional development was provided to instructional staff, including teleconferencing best practices with students, supporting students with special needs online, and fostering meaningful and appropriate teacher-student relationships using distance learning technologies. The results of the proactive measures taken resulted in program participation rates returning to near similar levels prior to the COVID-19 pandemic.- Status
- Submitted
San Diego 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 | $865,667 | $877,977 | 98.6% | $877,977 | 98.6% | $12,310 |
2000 - Non-Instructional Salaries | $231,041 | $254,280 | 90.86% | $254,280 | 90.86% | $23,239 |
3000 - Employee Benefits | $444,314 | $500,623 | 88.75% | $500,623 | 88.75% | $56,309 |
4000 - Supplies and Materials | $132,252 | $613,401 | 21.56% | $613,401 | 21.56% | $481,149 |
5000 - Other Operating Expenses and Services | $29,420 | $45,000 | 65.38% | $45,000 | 65.38% | $15,580 |
6000 - Capital Outlay | $0 | $0 | 100% | $0 | 100% | $0 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $45,632 | $48,266 | 94.54% | $48,266 | 94.54% | $2,634 |
Totals | $1,748,326 | $2,339,547 | 74.73% | $2,339,547 | 74.73% | $591,221 |
I certify that our agency did not exceed the allowed indirect rate as directed in the Adult Education Program Guidance: Yes
Summary of Activities:
As a result of the California Governor's COVID-19 Stay-at-Home order, San Diego Unified transitioned all instructional delivery for adult education courses to a distance learning model. Adult education students were provided laptops if needed, including assistance with internet access through local internet providers. Weekly in-service and professional development was provided to instructional staff, including teleconferencing best practices with students, supporting students with special needs online, and fostering meaningful and appropriate teacher-student relationships using distance learning technologies. Student were provided the opportunity to receive life-time job coaching and work-preparedness support through the San Diego Workforce Partnership. San Diego Adult School's Mira Mesa HSDP site piloted the online CASAS eTest. Proactive measures taken resulted in HSD graduation rates near similar levels prior to the COVID-19 pandemic.- Status
- Submitted
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