EOPS/CARE SPRING 2010

TECHNICAL ASSISTANCE TRAININGApril 20, 2010

2009-10 Budget

• EOPS $64,273,000• CARE $ 9,332,000

• This reflects a 39.81% reduction from 2008-09

2010-11 BudgetThis is what was proposed in the Governors January 2010 budget

• EOPS $54,023,000– (reduction of $10M plus negative COLA of

0.39% = 15.95% total reduction)

• CARE $ 9,296,000– (negative COLA of 0.39%)• Proposed flexibility

No Flexibility with EOPS and CARE Funds

• EOPS funds must be used for “over and above” EOPS activities and services

• CARE funds must be used for “over and above” CARE activities and services

• EOPS and CARE funds may not be used for non-EOPS and non-CARE expenditures

EOPS Budget Requirements1. Minimum EOPS Part C Obligation:

• Required by Title 5, Section 56298

• Each year, colleges shall spend for EOPS grants and/or EOPS work-study the same amount spent the previous year

• Obligation is calculated to include reduction to allocation

• Waivers only for: EOPS book service program or to meet the requirements of Title 5, Article 3Article 3 covers the core category B services: outreach, recruitment, orientation, registration, assessments, counseling, advisement, basic skills instruction, tutoring, transfer and career employment services.

EOPS Budget Requirements2. Minimum District Contribution Requirement:

• Required by Title 5, Section 56210

• Calculated by: taking previous three year average or 15% of average EOP allocation for same three years, whichever is greater

• Waivers reviewed on a case-by-case basis

• 2009-10 requirement: proportionately reduced by same % reduction to 2009-10 EOPS appropriation (39.66%)

• Requirement to remain at 2009-10 level through 2012-13 or be adjusted proportionately by any decrease or increase in statewide EOPS appropriation

• District backfill and categorical “flexible” funds exempted from future district contribution calculations

Examples of Allowable District Contribution:

• Salaries and benefits for “over and above” positions

• “Over and above” discretionary expenses

• Other “over and above” services

Note: Temporary or one-time backfill funds are not counted as district contribution and should be identified as “backfill” on EOPS budgets and program plan.

District Fiscal Responsibility and Contribution (56293)

• Colleges must provide to EOPS students who need them the same programs and services the college offers to all of its credit enrolled students.

• Districts must pay 100% of the salary and benefits of the EOPS Director.

EOPS Budget Requirements3. EOPS Discretionary Cost Limit:

• Required by Title 5, Section 56295(a)

• Limit on EOPS object code 4000-6000A/B expenditures is 10% of EOPS allocation or $50,000, whichever is less

• No waivers are allowed

Computer Hardware/Software• Title 5, Section 56296(b): “…requests to

use EOPS funds for computer hardware/software must be submitted to Chancellor’s Office for approval.”

• Blanket waiver is provided through 2012-13, per September 16, 2009 Administrative Relief Memo

• No written request is required

Expenditures Not Allowed (56296)(d) Costs of furniture(e) Cost of construction, remodeling, renovation,

or vehicles(f) Travel costs for non EOPS staff and students

for EOPS activitiesTitle 5 states that waivers may be approved for (d),

(e), (f) above, on a case-by-case basis (except for vehicles).

Blanket waivers for (d) and (f) above through 2012-13, per September 16, 2009 Administrative Relief memo.

4. EOPS Book Expenditures:• Required by State Budget Act language

• 2009-10 requirement = same requirement as 08-09 minus 39.66%

• No waivers are allowed

• Amount in future years will be maintained at 2009-10 level or adjusted proportionately to any decrease or increase in statewide EOPS allocation

EOPS Budget Requirements

5. Supplanting:• Education Code Section 69651

• Strictly prohibited

• EOPS and CARE funds may not be used for services previously paid for by the district

• No waivers are allowed

Note: Supplanting is still prohibited, even though minimum district contribution requirement is reduced for 2009-10

EOPS Budget Requirements

• In prior year, district paid 100% of salary/benefits but in current year, EOPS pays a percentage.

• In prior year, district & EOPS each paid 50% but in current year EOPS and CARE each pay 50%.

• In prior year, EOPS paid 100% of salary/benefits but in current year, EOPS pays 50% and CARE pays 50%.

• In prior year, district paid 15% of FT counselor. Hours have been reduced to PT level with district still paying 15% of reduced time; however, district wants EOPS to pay for additional hours.

Examples of Supplanting

Not Considered Supplanting:

• District general funds temporarily redirected to EOPS and/or CARE to specifically cover shortfalls in the EOPS and/or CARE budgets

Identify these district funds as “backfill” in EOPS/CARE budgets and in EOPS program plan

Reference September 16, 2009 Administrative Relief Memo

6. Double-Dipping:

• Education Code Section 84752(a)

• Not allowed

• Districts may not receive FTES for activities fully funded through another source

• No waivers are allowed

EOPS Budget Requirements

Key Title 5 Regulations

Student Eligibility (56220)

1. California Resident2. Enrolled full-time (exceptions for DSPS

and 10%)Exceptions to Full-time

• DSPS Students• Special Majors• 10% allowed enrolled in 9-11.9 units

(director’s discretion)

Student Eligibility (cont.)

3. Less than 70 units completed (degree applicable)

4. Qualify for Board of Governor’s fee waiver (BOGW)

5. Educational disadvantaged:a. Below minimum level English or math course applicable to associate degreeb. Non high school graduate or GEDc. High school GPA below 2.5

Student Eligibility (cont.)

5. Educational disadvantaged (cont.):d. Previous remedial educatione. Other factors *

(approved by the Chancellor’s Office)1. First generation college student2. Member of underrepresented group3. Student and/or parents non-native

English speakers4. Emancipated foster youth

* If used, all students must be treated equitably.

Student Served (56204)

An EOPS student served is a person who has documentation in the student’s file, at minimum: EOPS application Educational Plan Mutual Responsibility ContractIn addition, the student must attend at least one class session and receive at least oneEOPS service, i.e., counseling)

Limitations on Eligibility (56226)

Participates without term-to-term interruption continues to be eligible until:

• Completed 70 degree applicable units or six consecutive semester terms

Remedial courses not included in computationDirector may waive limitation only for programs

requiring more than 70 units including prerequisites)

• Has failed to follow education plan and/or EOPS mutual responsibility contract

Program Standards• 56230. Full-time Director

To directly manage and/or coordinate the daily operations of the programTo supervise and/or coordinate the staff assigned to perform EOPS activities

Waivers allowed. Reference September 16, 2009 Administrative Relief memo.

Program Standards (cont)56232. Outreach, Orientation and

Registration Services.(a) outreach and recruitment;(b) orientation; (c) registration assistance.

56234. Assessment– Instruments and methods which are reliable,

valid, and appropriate. – All assessment results shall be explained and

interpreted to EOPS students by counselors trained in the use and meaning of such assessments.

Program Standards (cont)

56238. Basic Skills Instruction and Tutoring– Basic Skills Instruction– Tutoring

56240. Transfer and Career Employment Services

- Transfer to four-year colleges- Career employment in their field of

training.

EOPS Financial Aid Standards56252. EOPS grants and work study shall be awarded to reduce student loan indebtedness or unmet need, after Pell and other financial aid.

56254.• Grants not to exceed $900 per year or unmet

need, whichever is less• Work study not to exceed $1,800 per year or

unmet need, whichever is less• Combination of grants and work study not to

exceed $1,800 or unmet need• Disbursed equally among terms

Staffing Standards

56260. Staff

• Certificated director, instructors and counselors and other support staff.

• All staff funded by EOPS who are not supervised by the EOPS Director shall be accountable to the EOPS Director for the services rendered to EOPS students.

Staffing Standards (cont.)

56262. Director Qualifications Minimum qualifications for a student

services administrator or possess a Community College Supervisor Credential.

Two years of experience, within past four years, in programs for disadvantaged students.

Completed a minimum of 6 units of college-level coursework relating to special populations.

Staffing Standards (cont.)56264. Counselor Qualifications

Possess a Community College Counselor Credential or possess a master’s degree in counseling or equivalent

Completed a minimum of 9 units of college-level coursework relating to special populations, or 6 units or equivalent of college-level counseling practicum/field work.

Two years of occupational experience relating to disadvantaged students.

Advisory Committee (56208)

• Must have an EOPS Advisory Committee. • Purpose - to assist the college in developing

and maintaining an effective EOPS Program.

• Must meet at least once during each academic year.

• Committee membership - no fewer members than the members of the local Board of Trustees; two years terms (may serve more than one term.)

Advisory Committee representation should include:

• College Personnel• EOPS/CARE Students• Local and feeder high schools• Community and business sector• Four Year Colleges (where possible)• *Department Of Social Services

(CalWORKs), as appropriate)

EOPS Supplemental Costs (56294)

Colleges shall expend EOPS funds only for programs and services which are over, above, and in addition to the cost which are the district's responsibility as defined in Section 56293.

September 16, 2009 Administrative Relief Memo

To assist colleges in planning for and administering programs in this unprecedented budget environment.

• Book Requirement - reduced by 39.66% from 2008-09

•Student Cap - reduced by 39.66% from 2008-09•Full-time Director - extend existing approvals; add fiscal distress as criteria; streamline process; approve through 2012-12

Admin Relief (cont.)

• District Contribution - reduced by 39.66% from 2008-09; exempt redirected/ARRA funds from calculations in 2010-11

• Supplanting/Restriction on Use of Funds – exempt redirected/ARRA funds in 2010-11

• Allowable Uses of Funds – blanket waivers for computer hardware/ software; furniture; travel costs for EOPS functions

Admin Relief (cont.)

• Minimum Standards – streamline waiver process for Outreach, Orientation and Registration; Assessments; Basic Skills/ Tutoring; Transfer/Career Services

• Minimum Standards – Counseling/ Advisement – 3 sessions as described in Title 5 still required; alternate methods may be used

Admin Relief (cont.)

• Reallocation of Funds – eliminated separate reporting form

• Transfer of Funds Request – eliminated separate reporting form, unless requesting to transfer funds from “Part C – Direct Aid”

Carry-Over of 2009-10 EOPS and CARE Funds

• 90 additional days• Funds must be spent by September 30, 2010• No encumbrances allowed past Sept 30th• All existing policies, regulations, rules, mandates

are in place• Carry-over funds used in 2010-11 are 2009-10

expenses and are reported on 2009-10 final expenditure reports

• Carry-over funds spent on books and grants/work study in 2010-11 are counted towards the 2009-10 book requirement and 2009-10 Part C obligation

For Technical AssistanceChancellor’s Office EOPS/CARE staff

Barbara McIsaac Kwoka, EOPS Program Coordinator(bkwoka@cccco.edu) 916-323-5953

Cheryl Fong, CARE Coordinator (cfong@cccco.edu) 916-323-5954

Delores Daniels, EOPS Specialist (ddaniels@cccco.edu) 916-323-5952

Kelly Gornik, EOPS/CARE Program Assistant (kgornik@cccco.edu) 916-323-4281