Produced: May 2, 2024, 09:28 PM UTC - By Brittany Casey
2024-25
Fiscal Declaration - Consortium Approved
- Consortium Name
- 62 South Orange County Regional Consortium (SOCRC)
- Funding Channel
- Direct Funded
- Narrative
- The South Orange County Regional Consortium voted at their General Membership Meeting held on Monday, April 29, 2024, to continue with the direct funding model for fiscal administration. In addition, the membership voted to distribute the COLA for 2024-25 by using a percentage to total allocation for each funded member. Per education code each funded member is receiving at least the baseline amount that was approved for the 2023-24 fiscal year. During the 2023-24 fiscal year, the General Membership spent a great deal of time determining a model to define and assess member effectiveness utilizing metrics from the Three-year Plan, the Annual Plan, Education Code and the consortium bylaws. One of the stipulations of the bylaws and measurements of member effectiveness is the completion and presentation of a quarterly fiscal update at the General Membership meeting that immediately precedes the certification of the quarterly expenditures in NOVA. Each member provides a report on expenditures to date with an explanation or action plan if the agency is not on track to meet the required threshold for excessive carryover, number of sections and types of programs offered through the agency, enrollment and retention numbers, number of employees working in adult education programs and the source of funding for those positions. Agencies are also encouraged to include highlights of program successes and anticipate future program needs based on enrollment growth or other student support needs.
- Changes
- No Changes
Member Allocations
Member Name | (2024-25) | (2023-24) | (2022-23) |
---|---|---|---|
College and Career Advantage | $509,266 | $505,004 | $461,665 |
Irvine Unified | $620,183 | $614,993 | $562,183 |
Irvine Valley College | $567,110 | $562,364 | $514,124 |
Laguna Beach Unified | $135,963 | $134,825 | $123,341 |
Saddleback College | $3,050,824 | $3,025,293 | $2,765,444 |
Tustin Unified | $1,079,953 | $1,070,916 | $978,899 |
Total Allocated to Members | $5,963,299 | $5,913,395 | $5,405,656 |
Total CAEP Funds | $5,963,299 | $5,918,322 | $5,468,784 |
Total Remaining | $0 | $4,927 | $63,128 |
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.
Consortia Report on Governance Compliance of Rules and Procedures v.2
Member Agencies
Member Agency | Member Type | Contact | Phone |
---|---|---|---|
Capistrano Unified | Unified School District | Brittany Casey | (949) 489-7216 |
Irvine Unified | Unified School District | Dr. Rebecca Roberts | (949) 936-7405 |
Irvine Valley College | College | Debbie Vanschoelandt | (949) 367-8310 |
Laguna Beach Unified | Unified School District | Dr. Chad Mabery | (949) 497-7700 |
Saddleback College | College | Dr. Karima Feldhus | (949) 582-4326 |
Saddleback Valley Unified | Unified School District | Kim Thomason | (949) 580-3441 |
South Orange County CCD | District | Roxanne Metz | |
Tustin Unified | Unified School District | Christine Matos | (714) 730-7395 |
Coastline ROP | Regional Occupation Center/Program (ROC/P) | Dr. Brian Dozer | (949) 429-2222 |
College and Career Advantage | Regional Occupation Center/Program (ROC/P) | Dr Paul Weir | (949) 234-9476 |
Orange County Department of Education | County Office of Education (COE) | Fatinah Judeh | (714) 349-3073 |
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)).
Capistrano Unified - Member Representative
Brittany Casey - Principal, Capistrano Union High School
- bhcasey@capousd.org
- (949) 489-7216
Coastline ROP - Member Representative
Brian Dozer - Superintendent
- bdozer@coastlinerop.org
- (949) 429-2222
College and Career Advantage - Member Representative
Paul Weir - Executive Director CCA
- ppweir@capousd.org
- (949) 234-9476
Irvine Unified - Member Representative
Rebecca Roberts - Director of Alternative Education
- rebeccaroberts@iusd.org
- (949) 936-7405
Irvine Valley College - Member Representative
Debbie Vanschoelandt - Dean, Career & Continuing Education, and Integrated Design, Engineering and Automation
- dvanschoelandt@ivc.edu
- (949) 367-8310
Laguna Beach Unified - Member Representative
Chad Mabery - Assistant Superintendent
- cmabery@lbusd.org
- (949) 497-7700
Orange County Department of Education - Member Representative
Fatinah Judeh - Coordinator
- fjudeh@ocde.us
- (714) 349-3073
Saddleback College - Member Representative
Karima Feldhus - Executive Dean, Extended Learning
- kfeldhus@saddleback.edu
- (949) 582-4326
Saddleback Valley Unified - Member Representative
Kim Thomason - District Coordinator, College and Career Readiness
- kimberly.thomason@svusd.org
- (949) 580-3441
Tustin Unified - Member Representative
Christine Matos - cmatos@tustin.k12.ca.us
- (714) 730-7395
William Neddersen - Coordinator
- wneddersen@tustin.k12.ca.us
- (714) 730-7395