1. Disability Policy Workgroup April 5, 2013 CalWORKs and Matriculation Funding Allocation Formulas
Chancellor’s Office
1102 Q Street, 3rd Floor Conference Room
Sacramento, CA
Time: 10:00 a.m. to 4:00 p.m.
Presented By: Allocations Specialist | Patricia Servin

2. Thinking of changing a funding formula?
CalWORKs - January 2007
Matriculation - October 2012
Why?
Considerations?
How?
Timeline?
Phase In?

3. CalWORKs Old $65,500 base plus Prorated on CDSS student match New
Funding prorated on MIS data of eligible CalWORKs students served through college’s CalWORKs program.

4. Matriculation (Credit Matriculation Formula)
Old
Minimum allocation of $50,000 is guaranteed
Weight of 2.4 for new credit students
Weight of 1 for continuing credit students
Weight of .7 for pre collegiate basic skills credit enrollments
Match requirement 3:1
Proposed Draft “New”
Still under discussion
40% of funding
Base of $35K or 10% of total funding whichever is greater
Unduplicated Credit Student Headcount to receive services
60% of funding
Initial Orientation
Initial Assessment
Abbreviated SEP
Counseling/Advising
Comprehensive SEP
At risk follow –up services
Other follow-up services
Match

5. CalWORKs - Why
Survey data reported not tied to specific student records, not consistent and had significant inaccuracies
MIS data through SB27 was also not complete
Data match with the State Department of Social Services (a data match of specific welfare recipient records with college enrollment data) was challenged.

6. Matriculation - Why
To develop a new funding formula consistent with the requirements and elements detailed in the Student Success Act of 2012, Senate Bill (SB) 1456.

7. CalWORKs - Considerations
Funding inequities for colleges that had been historically funded at a larger amount based on CalWORKs population and those funded at a smaller amount .
Improved CalWORKs data collection and reporting to better position the Chancellor’s Office and colleges to respond to legislative inquires on program and student outcomes.

8. Matriculation - Considerations
Consider revisions to the MIS data elements to improve the quality, consistency, and accuracy as they relate to SB 1456 
Consider a new funding formula consistent with the requirements and elements detailed in SB 1456

9. CalWORKs and Matriculation - How
Convened an Advisory Workgroup to the Chancellor’s Office
Advance meeting preparation to fully engage in discussions and deliberations
As appointed members representing specific constituencies, reporting back to constituent executive body for input
Participation in all meetings
Broad communication to constituent group when proposal(s) are ready for public input

10. CalWORKs - Wrkgp Timeline
Date
Action Step
January 2007
Colleges notified of current year data reporting status (Summer 2006 data)
February 2007
Colleges notified of current year data reporting status (Summer & Fall 2006 data)
February 8, 2007
First Sub-Committee meeting
March 1, 2007
Second Sub-Committee meeting
March 14, 2007
Third Sub-Committee meeting
March 21, 2007
Fourth Sub-Committee meeting, Conference Call
April 5, 2007
Recommendation to State Advisory Committee
April/May 2007
Notice to all colleges regarding new funding formula, considerations, and potential impact

11. Matriculation - Wrgp Timeline
Date
Action Step
September 27, 2012
SB 1456 Signed by Governor Brown
October 2012
Request for volunteers for workgroup
November 2012
First Sub-Committee meeting
December 2012
Second Sub-Committee meeting
January 2013
Third Sub-Committee meeting
February 2013
Fourth Sub-Committee meeting
March 2013
Final draft
April 2013
Possible meeting
Presented to consultation
May/July 2013
To BOG

12. CalWORKs – Transition Phase
Transition Schedule to Phase in Potential Reductions:
FY (Yr 1): 95% protection of prior year ( )
FY (Yr 2): 80% protection of prior year ( )
FY (Yr 3): 70% protection of prior year ( )
FY (Yr 4): Allocations determined by new formula

13. Matriculation - TimelineFY FY
Convene workgroups
Program Plans submitted FY
Submit MIS data
Districts/Colleges FY
Develop program plans
Implement MIS changes
Allocations based on FY MIS data

14. DSPS