CAEP
CFAD

Produced: Apr 25, 2025, 09:10 PM UTC - By Marcela Miranda

53 San Mateo County Consortium for Adult & Career Education
CONSORTIUM APPROVED

2025-26

Fiscal Declaration - Consortium Approved

Consortium Name
53 San Mateo County Consortium for Adult & Career Education
Funding Channel
Direct Funded
Narrative
ACCEL San Mateo County is committed to ensuring that our funding allocation aligns with our 3-Year Strategic Plan for the program year 2025-26. Our strategic plan focuses on enhancing educational opportunities, improving student outcomes, and fostering community partnerships. The following outlines how our funding allocation supports these goals: Enhancing Educational Opportunities: Adult Basic Education (ABE) and Adult Secondary Education (ASE): We are working on implementing regional strategies for our ABE and ASE programs, ensuring that adult learners have access to high-quality education that prepares them for further education and employment opportunities. English as a Second Language (ESL): ACCEL members are utilizing innovative learning techniques and engaging in best practices in our ESL classes to support non-native English speakers in achieving language proficiency, which is essential for their integration into the workforce and community. Improving Student Outcomes: Career Technical Education (CTE): We have prioritized working closely with our workforce development board, NovaWorks, as well as our member community college strategic workforce directors to establish and guide the direction of our CTE programs so that ACCEL’s programs provide students with the skills and certifications needed to secure employment in high-demand industries. This includes partnerships with local businesses and industries to ensure that our programs are aligned with current workforce needs. Support Services: Recognizing the importance of comprehensive support services, ACCEL plans to survey our student populations to ascertain the support services our students need and work to develop relationships with community based organizations that may help to meet the identified needs. Fostering Community Partnerships: Collaborative Initiatives: Our goal is to continue to foster and develop partnerships with community organizations, local businesses, and other educational institutions. These partnerships are crucial for creating a seamless educational pathway for adult learners and ensuring that our programs are responsive to community needs. By aligning our funding allocation with our 3-Year Strategic Plan, we are confident that we will achieve our mission of providing high-quality adult education that empowers individuals to achieve their educational and career goals. ACCEL remains committed to continuous improvement and will regularly assess our progress to ensure that our funding is effectively supporting our strategic priorities.
Changes
Changes: ACCEL funded members each contribute to the ACCEL General Fund (the general fund in included in the allocation distribution). ACCEL's General Fund covers operating expenses of the consortium, including salary and benefits for the consortium's executive director and administrative assistant. The Consortium's executive director is hired by the San Mateo Adult School; as a result, ACCEL's General Fund is managed by the same. Therefore, San Mateo Adult School's allocation as reflected in NOVA consists of: $5,550,488, and ACCEL's General Fund allocation: $392,368 for a combined total of $5,942,856. ACCEL funded members will vote on the preliminary funding allocations in their meeting set for Thursday, March 20, 2025. ACCEL's Steering Committe meeting is set for Thursday, April 24th; the preliminary funding allcations will be discussed and voted upon.

Member Allocations

Member Name (2025-26) (2024-25) (2023-24)
Cabrillo Unified $428,674 $417,220 $413,728
Jefferson Union High $1,828,506 $1,779,651 $1,764,759
San Mateo County CCD $635,763 $618,777 $613,599
San Mateo Union High $5,942,857 $5,784,071 $5,735,667
Sequoia Union High $1,967,209 $1,914,648 $1,898,625
South San Francisco Unified $1,390,713 $1,353,555 $1,342,228
Total Allocated to Members $12,193,722 $11,867,922 $11,768,606
Total CAEP Funds $12,193,722 $11,904,448 $11,778,411
Total Remaining $0 $36,526 $9,805
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.

Carryover Threshold

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

Member expense reports are reviewed by he Consortium Executive Director and discussed with the funded member director, principal, and/or Dean to ensure that the identification of any discrepancies or errors can be resolved in a timely manner and also address any potential issues of excessive carryover.

San Mateo County Consortium for Adult & Career Education (SMCCACE’) is presently working on drafting Bylaws which we anticipate will be approved in program year 2025-26.  In the proposed draft Bylaws, SMCCACE is working to further enhance the evaluation and reporting process by drafting Section IV, Member Rights & Responsibilities, it states that members shall adhere to laws and regulations governing adult education programs and services outlined in Education Code 84900-84920, including submission of annual plans and reporting requirements for expenditures and student data.  

SMCCACE's funded consortium adult school members are represented by their respective Director or Principal. The consortium's funded community college members are represented by a workforce director or dean; one representing each of the three member colleges. The community college member representatives are appointed by the college's administrators (Vice President of Instruction). This policy is reflected in the ACCEL (former name of the consortium) member handbook. 

Members collaborate from the start of the planning and decision-making process using a participatory, structured and data-based process. The primary decision rule is “Shared Agreement.” Shared agreement means that all members of a group support a given decision, either because they fully support it or because they believe it's a viable solution that was developed through a credible process. Shared agreement is a structured consensus process by which a group makes decisions by considering the perspectives and interests of all members.  The shared agreement policy is stated in the ACCEL (former name of the consortium) member handbook.



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%

This decision making model or process was agreed by consensus by the consortium members during the development and organization of ACCEL and documented in the consortium's member handbook. 

 Meeting dates, times and locations are posted on the Consortium website, at each meeting location, and made available to the public in the meeting agenda and meeting minutes. Meeting locations shall be open to the public and in compliance with the Brown Act.   Members of the public are granted the opportunity to comment.

Comments submitted by members of the public for decisions brought before the steering committee will be included in meeting minutes and placed on the consortium's website. When making final decisions, SMCCACE’s management team shall consider input from staff, community partner organizations, and the public. Input shall be provided in accordance with the Brown Act.


All consortium steering committee meetings shall operate in compliance with the Brown Act and include an opportunity for public comment.  Public comments are included in the Steering Committee meeting minutes  and are made available after approval and are placed on the Consortium website.

When making final decisions SMCCACE’s  management team shall use input from staff, community partner organizations, and the public. Input shall be provided in accordance with the Brown Act. SMCCACE also shall consider discussion and public comment at publicly held meetings when making decisions with a regional perspective, striving for outcomes that will best move our students forward.

Entities withn the San Mateo County Region will include but not necessarily be limited to, local public agencies, departments, and offices, particularly those with responsibility for local public safety and social services; workforce investment boards; libraries; and community-based organizations. 

SMCCACE consortium members are direct funded.

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

Any organization or institution receiving funding from the State of California for delivery of adult education as described in Assembly Bill 104, Article 9, Section 84905, and operates within the San Mateo County region, shall be permitted to join the Consortium as a member. To be added as an SMCCACE member,  a representative must be appointed by the board of the new institution or organization. The district superintendent, chancellor, or executive officer of such organization must provide a written request to the SMCCACE Executive Director, including verification of the funding described in EC 84905(b).

Verification of approval of this appointment must be presented to the Executive Director in the form of approved board meeting minutes.  Requests for membership shall be reviewed by SMCCACE’s Management Team and membership shall be approved at a noticed and agendized SMCCACE Steering Committee Meeting (“open [public] meeting”) by the SMCCACE Executive Director.   

Any member may elect to leave the consortium through a written request by the district superintendent, chancellor, or the agency’s executive officer.  Any member leaving the consortium shall: a) Provide written notice to SMCCACE’s Executive Director and SMCCACE’s Management Team thirty (30) days prior to vacating membership. b)    Return its remaining allocation to the consortium as agreed by the SMCCACE’s Management Team. 

Dismissal from the Consortium shall follow in alignment with AB104 Education Code Section 84914.

SMCCACE has decided to opt out of determining a member carryover percentage theshold. However, SMCCACE's executive director and management team will be reviewing and monitoring member quarterly expense reports in the NOVA financial system and has agreed to maintain individual member carryover to be no more than 20% of the total consortium allocation. 

Member expense reports are reviewed by the Consortium Executive Director and discussed with the funded member director, principal, and/or dean to ensure that the identification of any discrepancies or errors can be resolved in a timely manner, and also address any potential issues of excessive carryover. SMCCACE’s management team will annually review member-district carryover funds and determine if an excessive carryover threshold needs to be implemented. The carryover threshold is included as part of the annual CFAD approval process and the current status is indicated in NOVA.  If determined that an excessive carryover threshold should be implemented, SMCCACE member districts will have two years to meet the threshold, or the member-district may have all or part of the carryover amount redistributed to other member-districts. 

SMCCACE  has adopted CAEP's member effectiveness declaration for its members as specified and outlined in CAEP's Memorandum to CAEP Consortium Directors and Members dated June 30, 2021 regarding Member Effectiveness Guidance. Members shall adhere to laws and regulations governing adult education programs and services outlined in Education Code 84900-84920, including submission of annual plans and reporting requirements for expenditures and student data.

To ensure compliance with state education code and fiscal management guidelines, SMCCACE’s funded members agree to adhere and comply with the California Adult education Program (CAEP) definition of member effectiveness stated as follows.

In accordance with the CAEP Fiscal Management Guide, member effectiveness must be determined based upon the following criteria:

  • Each member must participate in completing and updating the Annual Plan Template.

  • CAEP member funds must be expended within the seven program areas, and services provided must be consistent with the plan.

  • Each member must participate in completing and updating the 3-year Consortia Plan, including any amendments.

  • Member expenditures of CAEP funds must align with the objectives of the consortiumʼs annual plan as approved by the regional consortium board. Members participate in consortium/public meetings.

  • Members participate in consortium final decisions.

  • Members report student level enrollment data and outcomes for quarterly and final reporting.

  • Members must share information on programs offered, and the resources being used to support the programs.

  • Members provide services that address the needs identified in the adult education plan.

  • Members file financial expenditure and progress reports with the Consortia and input financial data in the state reporting system (NOVA).

Presently, SMCCACE is the process of reviewing, editing, and adopting proposed Bylaws which will include language In alignment with the CAEP Fiscal Management Guide (2023). 

Each member district must ensure all expenses are consistent with the Adult Education Fiscal Management Guide: Allowable Uses of Adult Education Program Funds distributed by CAEP program office.

Members shall adhere to laws and regulations governing adult education programs and services outlined in Education Code including submission of annual plans and reporting requirements for expenditures and student data.

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

Yes

Presently, SMCCACE is working on the development of Bylaws.  The proposed draft of the Bylaws have been shared with the management team.  Meetings to review, discuss are being scheduled.  SMCCACE has a member handbook from which has been used to form the proposed draft bylaws.  SMCCACE will provide a link to its formal document upon approval.

Member Agencies

Member AgencyMember TypeContactPhone
Cabrillo UnifiedUnified School DistrictDrew Gamet(650) 712-7140
Jefferson Union HighHigh School DistrictMark Beshirs(650) 550-7874
San Mateo County CCDDistrictNereida Angulo
San Mateo Union HighHigh School DistrictAngela Taylor(650) 558-2120
Sequoia Union HighHigh School DistrictTatiana Roganova(650) 306-8866 ext: 77902
South San Francisco UnifiedUnified School DistrictSeemaa Prasad(650) 827-8455 ext: 2701
La Honda-Pescadero UnifiedUnified School Districtn/a
San Mateo Co. Office of EducationCounty Office of Education (COE)Katia Sturtevant

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)).

Cabrillo Unified - Member Representative

Approved by Drew Gamet

04/23/2025 10:57 AM PDT

Jefferson Union High - Member Representative

Approved by Mark Beshirs

04/22/2025 03:47 PM PDT

San Mateo Co. Office of Education - Member Representative

  • Execitive Director College, Career, and Community Partnerships
  • mmiranda@smcoe.org
  • (408) 386-1948
Approved by Marcela Miranda

04/25/2025 02:10 PM PDT

San Mateo County CCD - Member Representative

  • Strategic Partnerships & Workforce Development
  • fordla@smccd.edu
  • (650) 738-7124
Approved by Alex Kramer MPA

04/22/2025 03:45 PM PDT

San Mateo Union High - Member Representative

Approved by Shohreh Bahmanyar

04/22/2025 04:28 PM PDT

Sequoia Union High - Member Representative

Approved by Tatiana Roganova

04/22/2025 03:42 PM PDT

South San Francisco Unified - Member Representative

Approved by Seemaa Prasad

04/22/2025 04:17 PM PDT