1. EOPS and CARE Allocation Formulas in and Beyond CCC Confer March 22, :30-3:30 Listen over your computer Or…. Call , Passcode
Presented by Kelly Gornik
California Community Colleges
Chancellor’s Office

2. Background
Current formulas reinstated in after being suspended (with EOPS/CARE constituency agreement) since when programs were reduced by nearly 40%
EOPS received a partial restoration of funds in ; each program was increased an equal percentage regardless of number of students served
Both EOPS and CARE were fully restored to the levels in ; each program was increased by the same percentage regardless of number of students served
Current EOPS and CARE allocation formulas were reinstated in

3. Background
What this means: When the formulas were suspended, colleges received the same or more funds each year despite increasing or decreasing number of students. The result was a dollar per student being vastly different from one college to another. Some colleges were “overfunded” and others were “underfunded” during the suspension years.

4. Current EOPS Allocation Formula, 2017-18
Three Elements:
Base Allocation: $50,000 to each EOPS program
Students Served: 90% of funds remaining after base allocation is distributed are allocated based on students served in the prior academic year per MIS
College Effort: 10% of funds remaining after base allocation is distributed are allocated based on “college effort”

5. Current EOPS Allocation Formula, 2017-18
In addition:
In , student cap based on highest number of students served in one of the following academic years: , and
95% guarantee
Any fiscal adjustments* are applied after allocations are determined
Each program receives the same COLA percentage
* Audit penalties and penalties for returning more than 5% of the program’s allocation after the end of that fiscal year

6. EOPS Allocation Formula 2017-18 and Beyond
EOPS Student Cap:
Does not establish a ceiling or restrict the number of students counted as served by EOPS
Helps to maintain the dollar per student from year to year
Aims to protect funding for those programs that are unable to or choose not to serve additional students
Likely will take a couple of years or so for this to take effect

7. EOPS/CARE Allocation Task Group
EOPS Allocation Task Group convened five times between January and September 2017 to review EOPS allocation formula and recommend changes, as appropriate based on abundant input from task group members’ constiuencies
Composed of one EOPS representative from each of the 10 regions, CSSO, CBO, CCCEOPSA and Chancellor’s Office (Sarah Tyson, Barbara Kwoka and Kelly Gornik)

8. NEW EOPS Allocation Formula 2018-19
2 Year Phase-In Starting :
Base Allocation: $150,000 to each college
Students Served: 95% of remaining funds allocated based on of # of students served statewide
College Effort: 5% of remaining funds allocated based on “college effort”

9. NEW EOPS Allocation Formula 2019-20
Second Year of Two-Year Phase In:
Base Allocation: $150,000 to each college
Students Served: 90% of remaining funds allocated based on of # of students served statewide
College Effort: 5% of remaining funds allocated based on “college effort”
Student Growth: Remaining 5% of remaining funds allocated based on student growth from prior year

10. NEW EOPS Allocation Formula Starting in 2018-19
Additional factors in the EOPS allocation formula for and beyond:
95% Guarantee: Programs are guaranteed at least 95% of their prior year base allocation, unless the statewide EOPS appropriation is reduced more than 5% from the prior fiscal year. To ensure programs are not cut more than 5%, funds are given to them from programs receiving the highest % increase. This creates a maximum increase for any program.
Minimum Funding Guarantee: Each program will receive a minimum of $150,000, before Fiscal Adjustments or COLA.

11. New EOPS Allocation Formula Starting in 2018-19
COLA: Any COLA included in the State Budget Act will be applied equally to all programs after formula is ran
Prior Prior Year Data: Data from two fiscal years priors for students served, college effort and growth will be used in the formula. Using data from two fiscal years prior allows the Chancellor’s Office to calculate and distribute allocations soon after the new fiscal year.
Thus, the EOPS allocation formula will use data

12. New EOPS Allocation Formula
Student Cap: implemented in :
Cap for : determined from the largest number of students served in , , or
Cap for : same as
Cap for and beyond: based on number of students served up to the program’s cap or to the number of students funded through the formula growth funds

13. New EOPS Allocation Formula
Element #3 “College Effort”
“College Effort” is not the same as the district required match
However, both involve the amount of district funds supporting the EOPS program

14. New EOPS Allocation Formula
Element #3 College Effort
How does Chancellor’s Office determine “college effort” for the EOPS allocation formula?
Determine 15% of average EOPS allocation for , and for each individual program (raw minimum)
Identify the actual district contribution for each individual program as shown on the Year-End Expenditure Report
Determine how much is College Effort – the amount of district contribution exceeding the “raw minimum” (“b” – “a”). If a program’s actual district match for is equal to or less than the 15% raw minimum figure for , , combined, then that program gets $0 for this element.
Add together all of the programs’ college effort $$ from “c” above and divide into $7,892,000 = $0.716 (rate per each dollar above 15% raw minimum)

15. New EOPS Allocation Formula
Element #3 College Effort
How does Chancellor’s Office determine “college effort” for the EOPS allocation formula?
Determine 15% of average EOPS allocation for , and for each individual program (raw minimum)
Example for College Y
13-14 Allocation = $100,000
14-15 Allocation = $100,000
15-16 Allocation = $125,000
Total = $325,000
$325,000 divided by 3 = $108,333 (average)
$108,333 x 15% = $16,250 = “15% of average EOPS allocation for , and ” = aka raw minimum

16. New EOPS Allocation Formula
Element #3 College Effort
How does Chancellor’s Office determine “college effort” for the EOPS allocation formula?
Identify the actual district contribution for each individual program as shown on the Year-End Expenditure Report
16-17 EOPS final expenditures report = $50,000 (actual district match)

17. New EOPS Allocation Formula
Element #3 College Effort
How does Chancellor’s Office determine “college effort” for the EOPS allocation formula?
Determine how much is College Effort = the amount of district contribution exceeding the “raw minimum” (“b” – “a”). If a program’s actual district match for is equal to or less than the 15% raw minimum figure for , , combined, then that program gets $0 for this element.
$50,000 - $16,250 = $33,750 (“College Effort” for College Y)
It doesn’t end here….

18. New EOPS Allocation Formula
Element #3 College Effort
How does Chancellor’s Office determine “college effort” for the EOPS allocation formula?
d) Add together all of the programs’ college effort $$ from “c” on previous slide and divide into $4,597,000?? = $ (rate per each dollar that is above college’s 15% raw minimum)
e) College Y “College Effort” = $11,563 ($33,750 x $ )
Note: The Chancellor’s Office adds together the $33,750 for College Y plus every other college’s own “college effort” dollars and divides that total into the amount of funds available for “college effort” to get a rate per each dollar of college effort

19. EOPS Allocation Formula Example 2018-19 (Phase 1)
$107,420,000??? Available to Allocate
Element #1 “Base Allocation” ($150,000)
114 programs x $150,000 =
$17,100,000 used for this element
Remaining Funds
($ M - $17.100M = $90.320M for #2 and #3)
Element #2 – 95% Element #3 – 5%
“Students Served” “College Effort”
95% of $90.320M % of $90.320M
= $85.804M = $4.516M
$17,100,000 (#1) + $85,804,000 (#2) + $4,516,000 (#3) = $107,420,000

20. EOPS Allocation Formula Example 2018-19 (Phase 1 - continued)
$107,420,000?? for EOPS in
State Budget Act
Base Allocation $150,000
89,810 EOPS students served in per MIS
$85,804,000 / 89,810 = $ per student
College Effort Statewide is $11,022,331 ( )
$4,516,000 / 11,022,331 = $ per college effort

21. EOPS Allocation Formula Example 2018-19 (Phase 1 - continued)
$150,000 for base
$ per student
College A Served 500 EOPS students in
$ per college effort
College A College Effort is $17,482 ( )
Calculations based on assumptions in previous screen:
Element #1 = $150,000
Element #2 - $ X 500 = $477, (# students served)
Element #3 - $ X $17,482 = $7, (College Effort)
Formula Allocation without guarantee = $634, $634,860
(rounded and before 95% guarantee applied)

22. EOPS Allocation Formula Example 2019-20 (Phase 2)
$107,420,000?? Available to Allocate
Element #1 “Base Allocation” ($150,000)
114 programs x $150,000 =
$17,100,000 used for this element
Remaining Funds
($ M - $17.1M = $90.320M)
Element #2 – 90% Element #3 – 5% Element #4 – 5%
“Students Served” “College Effort” “Student Growth”
90% of $90.320M % of $90.320M 5% of $90.320M
= $81.288M = $4.516M = $4.516M
$17.1M (#1) + $71.028M (#2) + $3.946M (#3) + $3.946M (#4) = $107,420,000

23. EOPS Allocation Formula Example 2019-20 (Phase 2 - continued)
$107,420,000?? for EOPS in State Budget Act
Base Allocation $150,000
98,515?* EOPS students served in per MIS
$81,228,000 / 98,515* = $ per student
College Effort Statewide is $11,252,330 ( )
$4,516,000 / 11,252,330?* = $ per college effort
Student Growth is 9,275 students ( )
$4,516,000 / $ per student = 5,473 students can be funded
*Assumption of increase and decrease in numbers served by programs, and some change in district contributions.

24. EOPS Allocation Formula Example 2019-20 (Phase 2 - continued)
$150,000 for base
$ per student
College A Served 508 EOPS students in
(500 cap plus 8 in growth)
$ per college effort
College A College Effort is $17,482 ( )
Calculations based on assumptions in previous screen:
Element #1 = $150,000
Element #2 - $ X 500 = $412,566 (# students served up to cap)
Element #3 - $ X $17,482 = $7, (College Effort)
Element #4 – 8 additional students x $ = $6,601 (Student Growth)
Formula Allocation without guarantee = $576, $576,183
(rounded and before 95% guarantee applied)

25. EOPS Allocation Formula Starting in 2017-18
How student cap affects your allocation:
Serve less than student cap = funded for number of students served (new cap will be determined starting in )
Serve the same as student cap = funded for number of students served
Serve more than student cap = beginning in , student growth funds will be available for additional students served using the current year’s dollar per student (new cap will be determined)

26. Current CARE Allocation Formula 2017-18
Two Elements:
Base Allocation: $10,000 to each program
Students Served: Remainder of funds are allocated based on students served in the prior academic year, per MIS
Plus, 95% guarantee
Any fiscal adjustments* are applied after allocations are determined
Each program receives the same COLA percentage
* Audit penalties and penalties for returning more than 5% of the program’s allocation after the end of that fiscal year

27. New CARE Allocation Formula Starting in 2018-19
Base Allocation: $30,000 to each college
Students Served: remaining funds allocated based on # of students served statewide
Additional factors in approved allocation formula:
90% Guarantee: Programs are guaranteed at least 90% of their prior year base allocation to more quickly align the dollar amount each program receives per student; unless the statewide CARE appropriation is reduced more than 10% from the prior fiscal year. To ensure programs are not cut more than 10%, the funds need to come from programs receiving the highest % increase. This creates a maximum increase for any program.

28. NEW CARE Allocation Formula Starting in 2018-19
Minimum Funding Guarantee: Each program will receive a minimum of $30,000, before Fiscal Adjustments and COLA
COLA: Any COLA included in the State Budget Act will be applied equally to all programs after formula is run.
Prior Prior Year Data: Data from two fiscal years prior for students served will be used in the formula. Using data from two fiscal years prior allows the Chancellor’s Office to calculate and distribute allocations earlier in the fiscal year.
No Student Cap for CARE

29. EOPS and CARE Allocation Formulas 2017-18 and Beyond
Each program is entitled to COLA (cost-of-living), if provided in budget after allocation formulas are run
Programs receive growth funds, if provided in State Budget and if program meets minimum enrollment growth to be eligible for these funds
Programs could end up with more than a 5% cut if fiscal adjustments have to be made

30. New EOPS & CARE Allocation Formulas Starting in 2018-19
A one-time, dollar-for-dollar penalty for returning more than 3% of allocation after April 30, starting in
The allowed time frame for spending current year EOPS and CARE funds is still July 1 through June 30 of that same fiscal year

31. Questions? Contact: Kelly Gornik, EOPS/CARE/NextUp Specialist kgornik@cccco.edu 916-323-4281