CAEP
CFAD

Produced: Apr 23, 2026, 06:48 PM UTC - By Jared Pierce

71 Adult Education Pathways
CONSORTIUM APPROVED

2026-27

Fiscal Declaration - Consortium Approved

Consortium Name
71 Adult Education Pathways
Funding Channel
Fiscal Agent
Fiscal Agent
Siskiyou Co. Office of Education
Narrative
The planned allocations for 2025–2026 are intentionally aligned with the consortium’s annual adult education plan and directly reflect the priorities established in the CAEP three-year plan. Each investment area is designed to strengthen access, persistence, and successful transitions for adult learners while addressing documented regional needs. The expansion of ESL and multilingual learner programming is another key priority reflected in the budget. Allocations for additional instructors, contextualized curriculum, and hybrid delivery models ensure that English learners receive high-quality, accessible instruction. This aligns with the consortium’s commitment to serving a diverse population and increasing educational and workforce opportunities for multilingual communities. Planned expenditures also support the development and scaling of short-term CTE and career pathway programs in high-demand sectors such as healthcare, transportation, construction, early childhood education, and fire prevention. These investments are grounded in labor market data and reflect the three-year plan’s focus on aligning adult education with regional workforce needs, thereby improving employment outcomes and economic mobility. To better serve working adults and geographically isolated learners, funds are allocated to expand flexible scheduling and instructional modalities, including evening, asynchronous, and hybrid courses. This approach directly supports the plan’s goal of increasing access and participation by accommodating diverse student schedules and life circumstances. Staff development remains a critical component of instructional quality, and allocations for professional development ensure that educators are equipped with skills in trauma-informed practices, digital tools, and culturally responsive teaching. These efforts strengthen program effectiveness and align with the consortium’s commitment to continuous improvement. Additionally, resources are dedicated to improving postsecondary and workforce transitions through strengthened partnerships with employers and clearer pathways to higher education. This includes coordination with regional institutions to ensure seamless transitions for students pursuing further education or career advancement. Finally, targeted outreach and marketing investments support the identification and engagement of priority populations, including disconnected youth, low-income adults, and multilingual learners. These efforts are essential to meeting enrollment goals and ensuring that services reach those most in need. Overall, the planned allocations demonstrate a cohesive and strategic use of resources that fully aligns with the CAEP three-year plan, ensuring that programs are accessible, responsive, and outcomes-driven.
Changes
No Changes

Member Allocations

Member Name(2026-27)(2025-26)(2024-25)
Butte Valley Unified

$74,943

$73,294 $71,361
Dunsmuir Joint Union High

$116,661

$113,912 $110,691
Scott Valley Unified

$110,102

$107,629 $104,730
Siskiyou Co. Office of Education

$441,852

$431,957 $420,364
Siskiyou Joint CCD

$111,222

$108,749 $105,850
Siskiyou Union High

$86,848

$84,924 $82,669
Tulelake Basin Joint Unified

$72,179

$70,529 $68,597
Yreka Union High

$219,119

$214,447 $208,971
Total Allocated to Members $1,232,926 $1,205,441 $1,173,233
Total CAEP Funds $1,232,926 $1,203,911 $1,176,844
Total Remaining $0 -$1,530 $3,611
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

90%

75%

50%

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

The consortium will implement a clear and structured process to report and evaluate the use of available funds, ensuring accountability and alignment with the CAEP three-year plan and annual goals.


Fiscal reporting will be conducted regularly, with each member tracking expenditures by budget category and program area. Internal Quarterly Expenditure Reports will be reviewed on a quarterly basis to confirm that spending aligns with approved plans and supports the consortium’s priorities. Required quarterly and end-of-year reports will be submitted through the CAEP reporting system in accordance with state guidelines and deadlines.


Program effectiveness will be evaluated using key performance indicators identified in the annual plan and reported on the internal Allocation vs. Performance Summary. These include student enrollment, retention, measurable skill gains, completion rates, and transitions to employment or postsecondary education. Data will be collected and reported through TOPSPro Enterprise and MIS to ensure consistency and compliance with state accountability measures.


In addition to quantitative data, the consortium will gather qualitative feedback from students, staff, and community partners. Surveys, advisory input, and employer feedback will help assess the quality and impact of services such as digital literacy, ESL instruction, career pathways, and wraparound supports.


Ongoing monitoring will occur through regular consortium meetings, where members review both fiscal and program data. Any differences between planned and actual spending or outcomes will be addressed through adjustments such as reallocating funds or refining program strategies.


An annual evaluation process will further assess progress toward the three-year plan goals. Findings from this review will guide future planning and funding decisions, ensuring that resources continue to be used effectively and that programs remain responsive to community needs.


This approach ensures that all funds are carefully tracked, evaluated, and continuously improved to support student success and program effectiveness.

The consortium ensures that each member is represented only by an officially designated individual through a formal board resolution process. Each member district’s governing board approves a resolution identifying its authorized representative to the consortium. As the consortium director, I maintain copies of these official resolutions on file to verify representation and ensure compliance with governance requirements. Each member district also retains its own record of the approved resolution through its governing board documentation process.


This process is reviewed and confirmed on an annual basis, and updated as needed when there are staffing changes, such as when a representative leaves or a new individual is appointed. In such cases, a new board-approved resolution is required and submitted to the consortium. This ensures that representation remains current, accurate, and officially authorized at all times.

The consortium ensures that each member participates in decision-making through established expectations outlined in its bylaws, along with consistent monitoring, communication, and documentation practices.


As stated in the consortium’s bylaws, each member agrees to attend monthly consortium meetings and actively participate in discussions and decisions. To maintain active membership status, representatives are required to attend at least 50% of scheduled meetings. Attendance is tracked and documented to ensure compliance with this requirement.


If a member falls below the 50% attendance threshold, a formal, documented warning is issued. This process reinforces accountability and emphasizes the importance of consistent participation in consortium activities and decision-making. Members are expected to take corrective action to improve attendance and engagement following such a warning.


All meetings include opportunities for discussion, input, and voting, ensuring that members who attend are directly involved in the decision-making process. Agendas and materials are shared in advance to support informed participation.


To ensure transparency and keep all members informed, meeting minutes are consistently recorded, maintained on a shared team drive, and posted to the consortium’s website. This allows members to review discussions, decisions, and action items, even if they are unable to attend a meeting.


Through these bylaw requirements, attendance tracking, and accessible documentation, the consortium ensures that all members have the opportunity and responsibility to participate in decisions that impact the consortium.

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 is how it was decided when the consortium began and it has never changed. 

Proposed decisions for Adult Education Pathways will be considered in open, properly noticed public meetings in accordance with the consortium’s bylaws and applicable public meeting laws. 


Meetings will be announced in advance through multiple channels, including posting on the consortium’s website, email notifications to member districts, and any other legally required public notice outlets, ensuring that the public has adequate time to learn about upcoming discussions and decisions. 


All meetings are open to the public, allowing community members, students, and other stakeholders to attend, with decisions only made in closed sessions when legally exempt from public disclosure. Agendas, supporting documents, and proposed action items are provided ahead of each meeting so attendees can review proposals and come prepared to offer informed comments. A dedicated portion of every meeting is reserved for public comment, giving attendees an opportunity to express opinions, ask questions, or provide feedback on agenda items, including Adult Education Pathways decisions, with time limits and procedures in place to ensure orderly participation. 


Consortium members will review public comments before making final decisions, and feedback from the community is documented in meeting minutes and may inform deliberations. 


All meetings, discussions, votes, and public comments are recorded in official meeting minutes, which are maintained on a shared team drive and posted to the consortium’s website for transparency and accountability. This process ensures that proposed decisions are fully transparent, inclusive, and compliant with public meeting requirements, while providing the public with meaningful opportunities to participate in Adult Education Pathways planning and implementation. 

The consortium will provide the public with adequate notice of proposed decisions by posting meeting announcements, agendas, and relevant supporting materials in advance on the consortium’s website, distributing notices to member districts, and using any other legally required public notice channels. 


Notices will be issued with sufficient lead time to allow community members, students, and other stakeholders to review the materials and prepare comments. All meetings are open to the public, and a designated portion of each meeting is reserved for public comment, giving attendees an opportunity to express opinions, ask questions, or provide feedback on agenda items, including Adult Education Pathways decisions. 


Comments submitted in writing or electronically prior to the meeting are also collected and shared with consortium members for consideration. During the meeting, consortium members review both oral and written public input before making decisions, and all feedback is documented in the meeting minutes. Meeting minutes, which include a record of public comments, are maintained on a shared team drive and posted to the consortium’s website, ensuring transparency and accountability. This process ensures that the public has ample opportunity to be informed and to influence decisions through meaningful participation. 

Comments submitted by members of the public will be collected and documented in a way that ensures transparency and accessibility. Written or electronic comments received before or during a meeting will be compiled and included as part of the official meeting record. These comments will be distributed to all consortium members in advance of the meeting so they can be considered during deliberations. After the meeting, the comments, along with any responses or discussion by the consortium, will be made publicly available by posting them on the consortium’s website and including them in the official meeting minutes stored on the shared team drive. This process allows the public to see both the submitted comments and how they were addressed, ensuring accountability and full transparency in the consortium’s decision-making. 

Such entities 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.

The consortium will actively solicit and consider comments and input regarding proposed decisions from other entities in the adult education region that provide education and workforce services for adults. This includes local public agencies, departments, and offices with responsibilities in public safety and social services, workforce investment boards, libraries, and community-based organizations. The solicitation process begins with formal notifications, which may be sent via email, letters, or other communication channels, informing these entities of upcoming meetings, proposed actions, and opportunities for input. Agendas and supporting documents related to the proposed decisions are shared in advance to provide context and enable informed feedback.


Entities are invited to submit comments or recommendations in writing prior to the meeting, and representatives from these organizations are welcome to attend meetings to provide oral input during designated public comment periods. All submitted feedback is compiled and distributed to consortium members before the meeting so that it can be considered as part of the deliberation process. During meetings, consortium members review and discuss the input from these external entities alongside public comments, ensuring that proposals reflect the needs and perspectives of the broader adult education and workforce community.


After decisions are made, summaries of the input received, including how it was considered, are documented in the official meeting minutes, which are maintained on a shared team drive and posted to the consortium’s website. This process ensures both transparency and accountability while promoting collaboration and alignment with regional partners that provide adult education and workforce services.

Approval of a distribution schedule pursuant to Section 84913 will be determined through the consortium’s formal decision-making process, consistent with its bylaws and public meeting requirements. The process begins with the preparation of a proposed distribution schedule, which outlines the allocation of funds among consortium members and the intended uses for adult education programs and services. This proposed schedule is shared in advance with all consortium members, along with supporting documentation and any relevant data or rationale, to allow for review and informed consideration.


The proposed distribution schedule is then presented at an open, properly noticed consortium meeting, where members have the opportunity to discuss the allocations, ask questions, and offer suggestions or modifications. Consortium members vote on the proposed schedule during the meeting, and approval requires a majority vote of those present. Public input, including comments from stakeholders, partner agencies, and other entities in the region providing adult education and workforce services, is considered as part of the deliberation before final approval.


Once a majority of members vote in favor, the distribution schedule is formally adopted and documented in the meeting minutes. Copies of the approved schedule are maintained on the shared team drive and posted on the consortium website for transparency, ensuring compliance with Section 84913 and providing a clear record of allocations and decision-making.

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 funds flow directly to the member districts based upon the approved distribution schedule?

A) designated a member to serve as the fund administrator to receive and distribute funds from the program

Membership in the consortium is governed by the bylaws, which provide clear procedures for joining, leaving, or being removed. Members can voluntarily leave the consortium by providing written notice at least thirty days in advance to the Director of Adult Education. The director then informs the consortium at the next regularly scheduled meeting. Any member that leaves voluntarily must return its allocation to the fiscal agent within fifteen days of the effective date, or according to the procedures outlined in Article IX, Section 1. The SAEC Executive Board determines how any returned allocation will be redistributed among remaining members.


A member’s allocation may also be reduced if the member no longer wishes to provide services consistent with the consortium’s purpose and plans, cannot provide services addressing the needs identified in the SAEC, or has been consistently ineffective in providing services despite reasonable interventions.


Adding a new member to the consortium requires a two-thirds majority vote of current members. Removing an existing member requires that each representative obtain acknowledgement and approval from the Superintendent or President of the member institution, and the vote for removal must achieve a two-thirds majority. These procedures ensure that all membership changes are transparent, formally approved, and aligned with the consortium’s goals and plans.

AB 1491 authorizes a consortium to reduce a member’s allocation by no more than the amount of the member’s carryover, if the member has excessive carryover for at least two consecutive fiscal years beginning with the 2023–24 fiscal year. Please note, there is no percentage threshold mandated in AB1491 that is specific to member carryover. As a result, individual consortia are able to define “excessive” as any specific percentage of any unspent funds from the prior fiscal year.

19.9%

If one year of carryover is determined, the consortium must offer members technical assistance to help prevent them from having two consecutive fiscal years of carryover funds.

The consortium monitors and administers carryover funds through a structured process using the internal Quarterly Expense Report and the Allocation vs. Performance Summary, which track each member’s expenditures and progress toward performance outcomes on a quarterly basis. These reports are reviewed to identify any unspent funds that may become carryover and to ensure that allocations are being used in alignment with approved budgets, program plans, and consortium priorities. The consortium director maintains detailed records of all allocations, expenditures, carryover amounts, and performance metrics and reports this information to the consortium at regular meetings.


To prevent members from having consecutive years of carryover, the consortium provides technical assistance and implements a reasonable intervention process. When carryover is identified, members are notified and offered guidance on budget adjustments, program planning, and expenditure strategies to maximize the use of allocated funds and meet performance goals. Technical assistance may include one-on-one support from the consortium director, review of spending plans, and recommendations for expanding or accelerating program services to align with CAEP objectives.


If a member has carryover funds for a second consecutive year, more formal intervention steps are taken. This may include additional meetings with the consortium director and the SAEC Executive Board to develop a corrective action plan, or guidance on reallocation of resources within allowable guidelines to ensure timely use of funds in the upcoming fiscal year.


Bylaws governing carryover specify that returned allocations must be reported and redistributed by the SAEC Executive Board according to Article IX, Section 1. Members are required to comply with these procedures and engage with the consortium’s technical assistance efforts to ensure that all funds are used effectively, transparently, and in alignment with both expenditure and performance requirements.

Member effectiveness is the extent to which a member actively participates in consortium meetings and planning, follows CAEP and consortium rules, submits required reports on time, meets student and program goals, and uses allocated funds responsibly without excessive carryover. Members who fall short in any area receive technical assistance or mentoring and may be monitored until deficiencies are corrected. Essentially, an effective member engages fully, complies with requirements, achieves results, and spends funds in alignment with consortium goals. 

  1. CAEP Compliance – Members must follow all CAEP assurances when approving their annual allocations in NOVA, including rules on membership, decision-making, public meetings, and reporting, as well as any additional consortium rules or charters.
  2. Participation – Members are required to attend monthly consortium meetings regularly and actively contribute to the development and review of the Annual and Three-Year plans.
  3. Reporting and Deliverables – Members must submit all CAEP and SAEC reports and deliverables on time according to the published calendar.
  4. Funded Member Performance – Funded members must meet student success goals, spend funds in alignment with plan objectives and CAEP guidelines, and keep carryover below 19.9%.
  5. Technical Assistance and Intervention – Members not meeting effectiveness criteria receive mentoring or technical assistance and may be monitored until deficiencies are corrected. All interventions and funding adjustments must be documented in NOVA.
  6. Appeals and Conflict Resolution – The consortium follows an established process for appeals and conflict resolution if disputes arise regarding member effectiveness.

These bylaws ensure that members participate actively, comply with requirements, achieve student and program goals, and use funds responsibly, with support and accountability measures in place for members who fall short.

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

Yes

Member Agencies

Member AgencyMember TypeContactPhone
Butte Valley UnifiedUnified School DistrictMr. Jared Pierce(530) 397-4000
Dunsmuir Joint Union HighHigh School DistrictJacob Mekeel
Scott Valley UnifiedUnified School DistrictBrianna Moyles(530) 467-5279
Siskiyou Co. Office of EducationCounty Office of Education (COE)Shannon Eller(530) 842-8446
Siskiyou Joint CCDDistrictSamantha Worthington(530) 938-5815
Siskiyou Training & Employment Program, Inc.Workforce Development Boardn/a
Siskiyou Union HighHigh School DistrictYolanda Sanchez Mrs.(530) 964-2181
Tulelake Basin Joint UnifiedUnified School DistrictBrian Norby(760) 981-2149
Yreka Union HighHigh School DistrictJosh Carr(530) 842-6151 ext: 115

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)).

Butte Valley Unified - Member Representative

Approved by Mr. Jared Pierce

04/23/2026 11:48 AM PDT

Dunsmuir Joint Union High - Member Representative

Approved by Jacob Mekeel

04/20/2026 09:33 AM PDT

Scott Valley Unified - Member Representative

  • Scott Valley Adult Education Coordinator
  • bmoyles@svusd.us
  • (530) 467-5279
Approved by Brianna Moyles

04/17/2026 07:21 AM PDT

Siskiyou Co. Office of Education - Member Representative

Approved by Allan Carver

04/19/2026 01:43 PM PDT

Siskiyou Joint CCD - Member Representative

  • Director of Non-Credit, Community, and Contract Education
  • vcoots@siskiyous.edu
  • (530) 841-5834
Approved by Samantha Worthington

04/17/2026 11:01 AM PDT

Siskiyou Union High - Member Representative

Approved by Yolanda Sanchez Mrs.

04/20/2026 09:19 AM PDT

Tulelake Basin Joint Unified - Member Representative

Approved by Brian Norby

04/17/2026 07:04 AM PDT

Yreka Union High - Member Representative

Approved by Josh Carr

04/17/2026 07:38 AM PDT