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 | Not Submitted | Not Submitted |
San Diego Unified | Submitted | Submitted | Not Submitted | Not 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 | $120,563 | $331,723 | 36.34% | $446,206 | 27.02% | $325,643 |
2000 - Non-Instructional Salaries | $685,174 | $1,358,053 | 50.45% | $3,339,813 | 20.52% | $2,654,639 |
3000 - Employee Benefits | $360,418 | $582,542 | 61.87% | $1,235,445 | 29.17% | $875,027 |
4000 - Supplies and Materials | $91,818 | $232,316 | 39.52% | $351,010 | 26.16% | $259,192 |
5000 - Other Operating Expenses and Services | $239,433 | $458,241 | 52.25% | $610,988 | 39.19% | $371,555 |
6000 - Capital Outlay | $172,902 | $68,735 | 251.55% | $687,350 | 25.15% | $514,448 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $57,117 | $149,948 | 38.09% | $332,425 | 17.18% | $275,308 |
Totals | $1,727,425 | $3,181,558 | 54.29% | $7,003,237 | 24.67% | $5,275,812 |
- Status
- Unsubmitted
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 | $120,563 | $442,297 | 27.26% | $446,206 | 27.02% | $325,643 |
2000 - Non-Instructional Salaries | $685,174 | $1,840,143 | 37.23% | $3,339,813 | 20.52% | $2,654,639 |
3000 - Employee Benefits | $360,418 | $785,544 | 45.88% | $1,235,445 | 29.17% | $875,027 |
4000 - Supplies and Materials | $91,818 | $315,648 | 29.09% | $351,010 | 26.16% | $259,192 |
5000 - Other Operating Expenses and Services | $239,433 | $610,988 | 39.19% | $610,988 | 39.19% | $371,555 |
6000 - Capital Outlay | $172,902 | $103,103 | 167.7% | $687,350 | 25.15% | $514,448 |
7000 - Other Outgo | $0 | $0 | 100% | $0 | 100% | $0 |
Indirect Costs | $57,117 | $202,479 | 28.21% | $332,425 | 17.18% | $275,308 |
Totals | $1,727,425 | $4,300,201 | 40.17% | $7,003,237 | 24.67% | $5,275,812 |
- 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 | $145,436 | 136.81% | $807,977 | 24.63% | $609,001 |
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 | $102,510 | 10.1% | $683,401 | 1.52% | $673,046 |
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 | $415,330 | 86.79% | $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 | $363,590 | 111.16% | $807,977 | 50.02% | $403,797 |
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 | $205,020 | 44.23% | $683,401 | 13.27% | $592,721 |
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 | $985,884 | 86.27% | $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
- Lance Larson, Program Specialist
- Michael Reynolds, Program Lead
- Nate Sachdeva
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 | $404,180 | $565,584 | 71.46% | $807,977 | 50.02% | $403,797 |
2000 - Non-Instructional Salaries | $122,015 | $195,796 | 62.32% | $254,280 | 47.98% | $132,265 |
3000 - Employee Benefits | $189,017 | $375,467 | 50.34% | $500,623 | 37.76% | $311,606 |
4000 - Supplies and Materials | $90,680 | $307,530 | 29.49% | $683,401 | 13.27% | $592,721 |
5000 - Other Operating Expenses and Services | $22,465 | $27,000 | 83.2% | $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 | $34,269 | 64.78% | $48,266 | 46% | $26,066 |
Totals | $850,557 | $1,505,646 | 56.49% | $2,339,547 | 36.36% | $1,488,990 |
- Status
- Unsubmitted
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 | $404,180 | $807,977 | 50.02% | $807,977 | 50.02% | $403,797 |
2000 - Non-Instructional Salaries | $122,015 | $254,280 | 47.98% | $254,280 | 47.98% | $132,265 |
3000 - Employee Benefits | $189,017 | $500,623 | 37.76% | $500,623 | 37.76% | $311,606 |
4000 - Supplies and Materials | $90,680 | $683,401 | 13.27% | $683,401 | 13.27% | $592,721 |
5000 - Other Operating Expenses and Services | $22,465 | $45,000 | 49.92% | $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 | $48,266 | 46% | $48,266 | 46% | $26,066 |
Totals | $850,557 | $2,339,547 | 36.36% | $2,339,547 | 36.36% | $1,488,990 |
- Status
- Unsubmitted
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