CALIFORNIA COMMUNITY COLLEGES CHANCELLOR S OFFICE 1102 Q STREET SUITE 4554 SACRAMENTO, CA (916)

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1 STATE OF CALIFORNIA BRICE W. HARRIS, CHANCELLOR CALIFORNIA COMMUNITY COLLEGES CHANCELLOR S OFFICE 1102 Q STREET SUITE 4554 SACRAMENTO, CA (916) August 7, 2017 TO: FROM: Financial Aid Directors/Officers Timothy Bonnel, Specialist Student Financial Assistance Programs SUBJECT: Board Financial Assistance Program-Student Financial Aid Administration (BFAP-SFAA) Funding, Advance Allocations and accompanying policy Clarification. (highlighted in italics) SYNOPSIS: Full Time Student Success Grant (FTSSG) Funding, Advance Allocations and accompanying policy Clarification. (highlighted in italics) Community College Completion Grant Program preliminary information. policy Clarification. (highlighted in italics) Reporting for BFAP-SFAA, R2T4, FTSSG, and MIS Enclosed is the BFAP-SFAA and FTSSG Advance Allocation and supporting information. In addition, this memo covers both legislative and policy changes to the aforementioned categorical funding. This memorandum and attachment(s) are informational and may require local response or action to operationalize the legislative or administrative policy changes. Please share this information with all interested parties at the college/district. With the passage of the 2017 Budget Act (SB97), we are pleased to announce the advance allocation of the BFAP-SFAA funds. In addition, we are pleased to announce the continuation of funding for the FTSSG program for full-time Cal Grant B and C recipients at California Community Colleges and an Increase of the award maximum to $1000. Finally, we are excited to introduce the new Community College Completion Grant (CCCG) program with of grants up to $2000 to qualified students. The table below identifies the budget act adjustments for as compared to BUDGET Comparison Delta Dollars Delta % BFAP (2%) $16,940,000 $16,326,000 ($614,000) -3.62% SFAA BASE ($.91) $16,756,000 $16,226,000 ($530,000) -3.16% SFAA CAPACITY $34,200,000 $34,923,000 $723, % ICan Media Campaign $5,300,000 $5,300,000 $0 0.00% FTSSG $41,147,000 $66,187,000 $25,040, % CCCG $0 $25,000,000 $25,000,000 R2T4 $500,000 $500,000 $0 0.00%

2 Total $114,843,000 $164,462,000 $49,619, % BFAP-SFAA Funding As a result of an error in the budget, the projected $1 million increase to SFAA capacity funding fell short by the underfunding of $-277,000. In addition reduction to the workload calculated BFAP 2% resulted in reduced funding of $-614,000 and the workload calculation on the Base SFAA funding also resulted in reduced funding of $-530,000. This means that many colleges will see reductions in there calculated allocations. NOTE: When reviewing the allocation spreadsheet in this packet the SFAA capacity allocation and the SFAA total allocation have changed from the first allocation spreadsheet provided to the field and now reflect in red the actual advance allocation after the budget underfunding adjustment, Please remember that the allocation formula has a predominant fair-share component in the calculation. As a result, college allocations are contingent upon reported data used in these calculations as it relates to the system s aggregated data FTSSG Funding FTSSG funding was increased by more than $25 million (60.85%) to accommodate an increase in the maximum annual award. The advance allocations are calculated using SSARCC data from P-2 in , and reflect in large part actual reported utilization percentages in COMMUNITY COLLEGE COMPLETION GRANT FUNDING is the advent of the new $25 million Community College Completion Grant program. The program is designed to be the capstone grant on a series of underlying stackable grants including the Promise Grant (formerly Board of Governors Fee Waiver), a Pell grant, a Cal Grant, an Fulltime Student Success Grant and now the Completion Grant. Additional guidance is being developed and will be sent under separate cover memo in the form of a memo with accompanying flow charts and a Q&A. SUMMARY OF THE Advance Allocations The table below reflects the funding adjustments made to the BFAP-SFAA allocations and being reserved for future allocation or reallocation: SFAA Base SFAA Cap SFAATotal BFAP FTSSG ALLOCATED $ 16,208,210 $ 34,878,316 $ 51,086,526 $ 15,724,925 $ 50,010,730 BUDGETED $ 16,226,000 $ 34,923,000 $ 51,149,000 $ 16,326,000 $ 66,170,000 PENALTY $ 17,788 $ 44,682 $ 62,470 $ 111,295 OUTREACH $ - SETASIDE $ 489,780 TOTAL $ 16,225,998 $ 34,922,998 $ 51,148,996 $ 16,326,000 $ 50,010,730 0VER/UNDER ($2) ($2) ($4) $0 ($16,159,270) BFAP-SFAA Funding Allocation Adjustments No outreach funding holdbacks were reserved in the advance. Colleges who failed to post and host and event in the Spring of 2017 may be subject to a reduction of funding in One way to mitigate the reduction is to post your 2018 spring event before December, If you have questions please contact the SFA Program staff. Additional adjustments are made to affected college allocations for Maintenance of Effort (MOE) penalties and SFAA categorical underutilization penalties.

3 Maintenance of Effort Penalties: Five (5) colleges were subject to MOE penalties. Funding are held pending mitigating circumstances appeals and corrective actions. Any funds remaining after the conclusion of the appeal process will be reallocated to other colleges using the funding formula. SFAA Under-Utilization Spending Penalties: Eleven (11) colleges were subject to underutilization penalties. Funding are held pending mitigating circumstances appeals and corrective actions. Any funds remaining after the conclusion of the appeal process will be reallocated to other colleges requesting additional funding in P-2. SFAA Policy clarification effective for : 1. SFAA Policy Clarification: Effective with the Advance, and continuing for the outreach holdback from SFAA Capacity funds has increased to $10,000 but it is only being assessed for colleges not participating in the spring outreach campaign in the previous year ( ). 2. Reminder: SFAA Allowable Use Guideline Policy Clarification: Effective for and continuing for , marketing and advertising purchases for event giveaways are to be kept to a minimum and should not exceed in aggregate 3% of a college s SFAA Capacity allocation. As a general reminder, the funding provided in the Budget and maintained subsequently through the current year is intended to build and maintain staffing capacity in Community College Financial Aid Offices to: a) Increase awareness and participation in student financial aid programs through direct contact with potential students, current students, and families b) Increase low-income and disadvantaged student participation in postsecondary education by providing access to information, application assistance, and expanding the number of funded financial aid awards BFAP-SFAA REALLOCATION OPPORTUNITIES Colleges assessed an outreach penalty may be subject to a $-10,000 adjustment in their P-1 allocation unless they mitigate the penalty for non-compliance in which can be done by hosting a financial aid awareness event between March 1, 2018 and May 15, 2018 and posting it on the icanaffordcollege.com website. Colleges assessed an underutilization or MOE penalty may have funding restored for mitigating circumstances. Those adjustments may be made to their SFAA and or BFAP 2% allocation in P- 1 or P-2 as a result of funding previously reserved. Consistent with program policy, we will also make requested and necessary reallocation adjustments in P-2 contingent on whether any colleges de-obligate SFAA funding on their BFAP Form 2 Report or whether funds from unmitigated penalties are available for reallocation FTSSG Funding As a reminder FTSSG funding was increased by more than $25 million (60.85%) to accommodate an increase in the maximum annual award. FTSSG Policy clarification effective for : 1. All remaining FTSSG allocations left over after the disbursements have been reconciled, may be carried forward if approved by the Chancellor s office,

4 for use in the year and should be expended before any advance funding for is expended. 2. These pre-approved carry forward expenditures will be reported in the SSARCC file submission and identified in the award year field as award year expenditure from funds. 3. Maximum annual awards for have been set in the Budget Act provisional language at $1,000 per year ($500 per semester and $333/4 per quarter). 4. Funding in this year s Budget Act continues the authority initially granted in to pay FTSSG awards to full time Cal Grant C recipients as well as all Fulltime Cal Grant B recipients BFAP SFAA Reporting and SSARCC SSARCC will be activated and available for update and submissions for on September 1, Colleges wishing to prepare and submit their SSARCC Form 3 reports may begin doing so on September 1, All SSARCC-FA Form 3 reports will be due no later than COB October 20, Return to Title IV (R2T4) Reimbursement Reporting R2T4 Reimbursement reports for are available online and are due no later than COB on Oct 13, This is a voluntary reimbursement process and college R2T4 liabilities eligible for reimbursement fund in categorical apportionments in the R-1 cycle adjustments of the fiscal year MIS REPORTING This is a reminder that MIS FA data is October 1, Every college/district should have at least submitted their initial valid SFA program data file by this deadline. In addition, we have established a drop dead date for SFA program data reconciliation/re-submissions and corrections of December 1, 2017 and as a result colleges must reconcile all SFA program data by that date or risk adverse consequences for funding. FA data quality control is the FA program management s responsibility and it is crucial for all colleges to remember that BFAP-SFAA administrative funding is derived directly from data reported to MIS and therefore has a direct impact on your funding. In addition, FA data also has a direct and demonstrable effect on VATEA funding. There is a new MIS value for SF21 which is BD for the new Homeless fee waiver, and several other new values for reporting program grant funds provided through CAFYES, CalWorks, EOPS etc. The changes for the new year are summarized in the Cover Memo (.doc) and incorporates in the attachments by affected domains in the link below. (See SF Master and SF Financial Domain PDFs) FTSSG REPORTING, REALLOCATION & FINAL RECONCILIATION FTSSG funds will be reallocated in R-1 to those colleges needing additional resources, based upon reconciled and reported college disbursements for all colleges. Reporting will follow the SSARC procedures and formats used to close out and throughout Colleges will report preliminary closing FTSSG disbursements and FTSSG disbursements made from funding separately by October 1, After reconciling cash requirements we will contact colleges with any necessary adjustments and request final submission of payment data by November 1, 2017.

5 Finally, as a general reminder, money allocated in a fiscal year is intended to be utilized in that fiscal year. Absent any carry-over authority from the Chancellors office, colleges are expected to manage their allocations carefully to ensure full utilization of their allocation in the fiscal year. A failure to do so could result in a penalty to future year funding. Please direct questions regarding this memo or BFAP-SFAA allocations to SFA Program staff: Timothy Bonnel, at tbonnel@cccco.edu and (916) Terence Gardner, at tgardner@cccco.edu and (916) Enclosures: BFAP-SFAA Allocation Formulas BFAP-SFAA Advance Allocations and MOE 2017 Budget Act (SB97) Provisional Language on BFAP-SFAA Board of Governor BFAP-SFAA Use Guidelines BFAP-SFAA MOE Guidelines icanaffordcollege event posting instructions

6 BFAP-SFAA & FTSSG Allocations (Advance) SFAA BFAP District College M OE BASE CAPACITY Total 2Percent FTSSG ALLAN HANCOCK ALLAN HANCOCK $ 358,277 $ 132,664 $ 276,870 $ 409,534 $ 132,293 $ 362,571 ANTELOPE VALLEY ANTELOPE VALLEY $ 716,903 $ 200,407 $ 379,149 $ 579,556 $ 201,751 $ 738,633 BARSTOW BARSTOW $ 190,576 $ 47,878 $ 125,787 $ 173,665 $ 48,945 $ 110,914 BUTTE BUTTE $ 504,301 $ 138,638 $ 308,993 $ 447,631 $ 148,379 $ 708,278 CABRILLO CABRILLO $ 760,309 $ 122,639 $ 266,436 $ 389,075 $ 115,789 $ 410,632 CERRITOS CERRITOS $ 942,650 $ 301,694 $ 529,635 $ 831,329 $ 306,338 $ 1,009,437 CHABOT-LAS POSITAS CHABOT $ 553,965 $ 133,563 $ 301,041 $ 434,604 $ 130,721 $ 343,177 CHABOT-LAS POSITAS LAS POSITAS $ 215,536 $ 63,302 $ 197,149 $ 260,451 $ 59,638 $ 147,137 CHAFFEY CHAFFEY $ 568,214 $ 235,507 $ 483,691 $ 719,198 $ 263,617 $ 743,692 CITRUS CITRUS $ 469,972 $ 148,181 $ 343,219 $ 491,400 $ 180,887 $ 550,883 COAST COASTLINE $ 321,705 $ 159,998 $ 304,584 $ 464,582 $ 129,758 $ 171,958 COAST GOLDEN WEST $ 474,455 $ 140,414 $ 290,971 $ 431,385 $ 130,779 $ 339,384 COAST ORANGE COAST $ 768,054 $ 207,667 $ 444,178 $ 651,845 $ 216,397 $ 753,389 COMPTON COMPTON $ 421,638 $ 80,667 $ 196,035 $ 276,702 $ 79,674 $ 285,420 CONTRA COSTA CONTRA COSTA $ 350,000 $ 68,115 $ 174,927 $ 243,042 $ 67,243 $ 185,923 CONTRA COSTA DIABLO VALLEY $ 428,867 $ 135,691 $ 378,968 $ 514,659 $ 147,349 $ 466,802 CONTRA COSTA LOS MEDANOS $ 363,215 $ 97,929 $ 238,652 $ 336,581 $ 94,592 $ 321,255 COPPER MOUNTAIN COPPER MOUNTAIN $ 176,939 $ 28,103 $ 93,066 $ 121,169 $ 27,475 $ 64,771 DESERT DESERT $ 447,702 $ 115,872 $ 283,107 $ 398,979 $ 144,413 $ 675,394 EL CAMINO EL CAMINO $ 1,285,840 $ 263,718 $ 524,809 $ 788,527 $ 265,937 $ 1,137,018 FEATHER RIVER FEATHER RIVER $ 228,551 $ 18,750 $ 77,213 $ 95,963 $ 19,040 $ 40,052 FOOTHILL-DEANZA DE ANZA $ 680,488 $ 167,993 $ 407,098 $ 575,091 $ 140,013 $ 632,672 FOOTHILL-DEANZA FOOTHILL $ 402,027 $ 88,580 $ 266,981 $ 355,561 $ 85,245 $ 142,780 GAVILAN GAVILAN $ 261,250 $ 49,974 $ 156,691 $ 206,665 $ 53,341 $ 171,589 GLENDALE GLENDALE $ 894,455 $ 180,519 $ 393,620 $ 574,139 $ 197,213 $ 840,519 GROSSMONT-CUYAMACA CUYAMACA $ 371,457 $ 106,011 $ 216,666 $ 322,677 $ 94,517 $ 342,616 GROSSMONT-CUYAMACA GROSSMONT $ 729,738 $ 219,039 $ 399,291 $ 618,330 $ 201,500 $ 563,812 HARTNELL HARTNELL $ 557,354 $ 109,662 $ 241,513 $ 351,175 $ 125,947 $ 430,448 IMPERIAL IMPERIAL VALLEY $ 518,907 $ 111,463 $ 236,368 $ 347,831 $ 137,898 $ 871,857 KERN BAKERSFIELD $ 624,781 $ 223,291 $ 411,639 $ 634,930 $ 180,965 $ 1,058,202 KERN CERRO COSO $ 194,037 $ 40,551 $ 121,988 $ 162,539 $ 27,032 $ 76,730 KERN PORTERVILLE $ 185,768 $ 51,487 $ 128,087 $ 179,574 $ 46,094 $ 469,234 LAKE TAHOE LAKE TAHOE $ 86,797 $ 29,957 $ 97,740 $ 127,697 $ 22,593 $ 36,258 LASSEN LASSEN $ 274,662 $ 38,079 $ 100,203 $ 138,282 $ 22,395 $ 43,845 LONG BEACH LONG BEACH CITY $ 1,634,560 $ 301,264 $ 561,262 $ 862,526 $ 315,997 $ 854,151

7 BFAP-SFAA & FTSSG Allocations (Advance) SFAA BFAP District College M OE BASE CAPACITY Total 2Percent FTSSG LOS ANGELES EAST L.A. $ 1,254,037 $ 385,900 $ 707,145 $ 1,093,045 $ 360,762 $ 1,230,212 LOS ANGELES L.A. CITY $ 939,779 $ 263,656 $ 438,299 $ 701,955 $ 203,208 $ 345,145 LOS ANGELES L.A. HARBOR $ 477,397 $ 110,682 $ 239,962 $ 350,644 $ 100,164 $ 286,684 LOS ANGELES L.A. MISSION $ 447,674 $ 146,712 $ 274,068 $ 420,780 $ 108,785 $ 344,021 LOS ANGELES L.A. PIERCE $ 844,454 $ 186,606 $ 470,585 $ 657,191 $ 228,232 $ 653,050 LOS ANGELES L.A. TRADE-TECH $ 848,361 $ 226,973 $ 409,275 $ 636,248 $ 168,820 $ 512,659 LOS ANGELES L.A. VALLEY $ 1,085,183 $ 236,352 $ 443,733 $ 680,085 $ 210,191 $ 580,114 LOS ANGELES SOUTHWEST L.A. $ 451,979 $ 116,039 $ 229,370 $ 345,409 $ 92,960 $ 270,945 LOS ANGELES WEST L.A. $ 630,708 $ 155,264 $ 294,589 $ 449,853 $ 122,439 $ 280,782 LOS RIOS AMERICAN RIVER $ 434,097 $ 395,860 $ 647,070 $ 1,042,930 $ 319,986 $ 744,676 LOS RIOS COSUMNES RIVER $ 188,629 $ 227,714 $ 353,936 $ 581,650 $ 156,560 $ 365,523 LOS RIOS FOLSOM LAKE $ 211,202 $ 82,986 $ 211,872 $ 294,858 $ 71,185 $ 110,879 LOS RIOS SACRAMENTO CITY $ 495,892 $ 339,449 $ 515,720 $ 855,169 $ 247,273 $ 673,146 MARIN MARIN $ 362,553 $ 41,319 $ 131,440 $ 172,759 $ 34,284 $ 59,515 MENDOCINO-LAKE MENDOCINO $ 319,321 $ 49,113 $ 125,333 $ 174,446 $ 46,239 $ 162,314 MERCED MERCED $ 485,855 $ 139,799 $ 287,028 $ 426,827 $ 155,626 $ 614,685 MIRA COSTA MIRA COSTA $ 725,980 $ 108,598 $ 320,099 $ 428,697 $ 141,730 $ 444,043 MONTEREY MONTEREY $ 536,239 $ 58,409 $ 181,234 $ 239,643 $ 63,770 $ 232,298 MT. SAN ANTONIO MT. SAN ANTONIO $ 943,330 $ 359,531 $ 777,047 $ 1,136,578 $ 414,755 $ 1,145,051 MT. SAN JACINTO MT. SAN JACINTO $ 625,049 $ 200,170 $ 381,275 $ 581,445 $ 215,921 $ 568,731 NAPA VALLEY NAPA VALLEY $ 326,267 $ 65,899 $ 179,551 $ 245,450 $ 67,907 $ 179,459 NORTH ORANGE CYPRESS $ 445,249 $ 175,078 $ 394,679 $ 569,757 $ 185,662 $ 414,709 NORTH ORANGE FULLERTON $ 456,313 $ 232,154 $ 556,669 $ 788,823 $ 277,544 $ 792,035 OHLONE OHLONE $ 238,181 $ 61,256 $ 195,669 $ 256,925 $ 69,059 $ 172,854 PALO VERDE PALO VERDE $ 256,745 $ 29,144 $ 107,650 $ 136,794 $ 24,090 $ 17,605 PALOMAR PALOMAR $ 1,090,746 $ 189,412 $ 442,836 $ 632,248 $ 210,034 $ 490,735 PASADENA PASADENA CITY $ 848,353 $ 257,777 $ 608,251 $ 866,028 $ 331,268 $ 900,104 PERALTA ALAMEDA $ 405,000 $ 87,683 $ 169,247 $ 256,930 $ 54,492 $ 204,895 PERALTA BERKELEY CITY $ 188,860 $ 81,484 $ 174,109 $ 255,593 $ 55,312 $ 135,221 PERALTA LANEY $ 512,566 $ 142,383 $ 274,289 $ 416,672 $ 108,125 $ 318,726 PERALTA MERRITT $ 328,583 $ 87,299 $ 175,004 $ 262,303 $ 53,616 $ 105,820 RANCHO SANTIAGO SANTA ANA $ 758,291 $ 223,148 $ 518,142 $ 741,290 $ 221,860 $ 594,016 RANCHO SANTIAGO SANTIAGO CANYON $ 568,945 $ 83,068 $ 239,740 $ 322,808 $ 85,854 $ 230,893 REDWOODS REDWOODS $ 521,794 $ 58,418 $ 144,717 $ 203,135 $ 55,017 $ 216,278 RIO HONDO RIO HONDO $ 675,246 $ 166,406 $ 363,570 $ 529,976 $ 175,940 $ 577,584

8 BFAP-SFAA & FTSSG Allocations (Advance) SFAA BFAP District College M OE BASE CAPACITY Total 2Percent FTSSG RIVERSIDE MORENO VALLEY $ 228,551 $ 99,968 $ 250,124 $ 350,092 $ 108,677 $ 265,464 RIVERSIDE NORCO $ 217,621 $ 94,695 $ 241,596 $ 336,291 $ 99,942 $ 313,807 RIVERSIDE RIVERSIDE $ 610,554 $ 271,578 $ 489,280 $ 760,858 $ 243,465 $ 777,701 SAN BERNARDINO CRAFTON HILLS $ 220,123 $ 50,435 $ 170,243 $ 220,678 $ 69,936 $ 160,307 SAN BERNARDINO SAN BERNARDINO $ 373,924 $ 187,530 $ 346,647 $ 534,177 $ 191,074 $ 508,202 SAN DIEGO SAN DIEGO CITY $ 780,392 $ 236,772 $ 455,945 $ 692,717 $ 180,768 $ 710,527 SAN DIEGO SAN DIEGO MESA $ 498,276 $ 295,793 $ 540,901 $ 836,694 $ 225,555 $ 602,880 SAN DIEGO SAN DIEGO MIRAMAR $ 294,125 $ 137,261 $ 300,300 $ 437,561 $ 97,419 $ 286,263 SAN FRANCISCO SAN FRANCISCO CITY $ 1,557,401 $ 220,361 $ 520,198 $ 740,559 $ 196,927 $ 445,204 SAN JOAQUIN DELTA SAN JOAQUIN DELTA $ 923,971 $ 264,757 $ 475,278 $ 740,035 $ 261,977 $ 979,785 SAN JOSE-EVERGREEN EVERGREEN VALLEY $ 424,935 $ 103,367 $ 206,982 $ 310,349 $ 94,414 $ 273,193 SAN JOSE-EVERGREEN SAN JOSE CITY $ 292,321 $ 96,346 $ 202,286 $ 298,632 $ 80,909 $ 130,694 SAN LUIS OBISPO CUESTA $ 519,856 $ 78,754 $ 225,856 $ 304,610 $ 47,021 $ 158,941 SAN MATEO CANADA $ 284,687 $ 70,226 $ 161,735 $ 231,961 $ 48,739 $ 101,604 SAN MATEO SAN MATEO $ 359,648 $ 84,155 $ 192,748 $ 276,903 $ 58,532 $ 150,931 SAN MATEO SKYLINE $ 188,400 $ 102,569 $ 230,094 $ 332,663 $ 84,254 $ 204,754 SANTA BARBARA SANTA BARBARA CITY $ 546,403 $ 153,239 $ 356,798 $ 510,037 $ 171,161 $ 589,389 SANTA CLARITA CANYONS $ 335,649 $ 109,103 $ 402,393 $ 511,496 $ 183,630 $ 490,596 SANTA MONICA SANTA MONICA $ 854,760 $ 302,126 $ 600,165 $ 902,291 $ 316,771 $ 801,170 SEQUOIAS SEQUOIAS $ 699,277 $ 145,734 $ 302,394 $ 448,128 $ 160,287 $ 900,385 SHASTA-TEHAMA-TRINITY SHASTA $ 305,735 $ 84,952 $ 204,194 $ 289,146 $ 93,486 $ 572,806 SIERRA SIERRA $ 514,927 $ 194,015 $ 401,866 $ 595,881 $ 183,423 $ 488,206 SISKIYOUS SISKIYOUS $ 194,403 $ 25,146 $ 103,992 $ 129,138 $ 10,699 $ 99,509 SOLANO SOLANO $ 700,000 $ 104,016 $ 245,681 $ 349,697 $ 102,805 $ 229,770 SONOMA SANTA ROSA $ 700,328 $ 182,576 $ 450,294 $ 632,870 $ 179,495 $ 352,453 SOUTH ORANGE IRVINE VALLEY $ 505,717 $ 89,803 $ 256,743 $ 346,546 $ 113,703 $ 415,832 SOUTH ORANGE SADDLEBACK $ 552,525 $ 130,259 $ 382,123 $ 512,382 $ 155,714 $ 227,249 SOUTHWESTERN SOUTHWESTERN $ 800,000 $ 214,449 $ 439,177 $ 653,626 $ 262,833 $ 1,136,197 STATE CENTER CLOVIS $ 214,304 $ 34,479 $ 174,640 $ 209,119 $ 55,686 $ 154,585 STATE CENTER FRESNO CITY $ 1,108,391 $ 325,680 $ 561,354 $ 887,034 $ 305,959 $ 1,504,193 STATE CENTER REEDLEY $ 555,999 $ 184,299 $ 315,325 $ 499,624 $ 144,150 $ 737,790 VENTURA MOORPARK $ 356,262 $ 106,494 $ 296,145 $ 402,639 $ 117,266 $ 310,574 VENTURA OXNARD $ 406,729 $ 112,936 $ 213,169 $ 326,105 $ 93,653 $ 381,965 VENTURA VENTURA $ 511,791 $ 166,609 $ 322,258 $ 488,867 $ 152,239 $ 509,849 VICTOR VALLEY VICTOR VALLEY $ 686,350 $ 173,253 $ 314,373 $ 487,626 $ 177,755 $ 602,631

9 BFAP-SFAA & FTSSG Allocations (Advance) SFAA BFAP District College M OE BASE CAPACITY Total 2Percent FTSSG WEST HILLS COALINGA $ 235,000 $ 28,428 $ 100,154 $ 128,582 $ 33,260 $ 141,235 WEST HILLS LEMOORE $ 220,000 $ 48,812 $ 140,879 $ 189,691 $ 61,535 $ 279,025 WEST KERN TAFT $ 269,279 $ 41,687 $ 119,598 $ 161,285 $ 43,142 $ 194,776 WEST VALLEY-MISSION MISSION $ 488,449 $ 72,901 $ 191,933 $ 264,834 $ 66,881 $ 203,208 WEST VALLEY-MISSION WEST VALLEY $ 396,566 $ 55,882 $ 184,636 $ 240,518 $ 53,508 $ 134,489 YOSEMITE COLUMBIA $ 115,039 $ 28,977 $ 99,857 $ 128,834 $ 27,083 $ 85,583 YOSEMITE MODESTO $ 656,149 $ 242,652 $ 444,247 $ 686,899 $ 243,631 $ 878,732 YUBA WOODLAND $ 200,000 $ 30,637 $ 100,080 $ 130,717 $ 32,392 $ 115,516 YUBA YUBA $ 205,989 $ 93,491 $ 202,805 $ 296,296 $ 92,734 $ 325,920 Total $ 59,003,614 $ 16,208,210 $ 34,878,316 $ 51,086,526 $ 15,724,925 $ 50,010,730 ALLOCATED $ 16,208,210 $ 34,878,316 $ 51,086,526 $ 15,724,925 $ 50,010,730 BUDGETED $ 16,226,000 $ 34,923,000 $ 51,149,000 $ 16,326,000 $ 66,170,000 PENALTY $ 17,788 $ 44,682 $ 62,470 $ 111,295 OUTREACH HOLDBACK $ - SETASIDE $ 489,780 TOTAL $ 16,225,998 $ 34,922,998 $ 51,148,996 $ 16,326,000 $ 50,010,730 0VER/UNDER ($2) ($2) ($4) $0 ($16,159,270)

10 Allocation Methodology - Financial Aid Categorical Funding: Student Aid Administrative Allowance Program - $.91 (SFAA - Restricted) Using the Budget Act figure from provisional language for Student Financial Aid Administration (SFAA $.91), the advance allocation is calculated based on the most recent full year of reconciled MIS financial aid data identifying unduplicated BOGFW recipients by college. Under long-standing BOG policy, the minimum guaranteed allocation is equal to $12,500 per college. In addition, all colleges are guaranteed an allocation equal to 90% of prior the year allocations (provided adequate funding is available). By calculation, each college eligible for more than the guaranteed allocation, receives a fair share allocation based upon the unduplicated number of BOGFW recipients at the college as a percentage of the system-wide total for all colleges eligible to receive the fair share portion. Under BOG policy, penalties may apply for failing to return or de-obligate prior year funding and would offset SFAA - $.91 future funding allocations for affected colleges. o Penalties may be appealed by affected colleges and waived based upon mitigating circumstances. Colleges are required to maintain at a minimum the Maintenance of Effort (MOE) financial aid administrative spending level specified in the budget act. This standard is tied to college/district Financial Aid Administrative spending for or whichever is greater. Revisions to the college allocations may be made during P-1, P-2 and R-1 to reflect any funding held returned or de-obligated for the current year and the re-distribution of that funding to colleges eligible for or requesting additional resources.

11 Student Aid Administrative Allowance - Capacity (SFAA - Restricted) Using the Budget Act figure from provisional language for Student Financial Aid Administration (SFAA Capacity), the advance allocations are based upon the most recent full year of reconciled MIS financial aid data identifying unduplicated BOGFW recipients by college and enrollment data from the Annual 320 R-1 data submitted by colleges/districts for the corresponding funding year. Colleges receive a minimum guaranteed allocation of $50,000. The remaining capacity funding is allocated equally based upon each college s FTES and BOGFW recipients as a percentage of the systemwide totals in each category. The weighting for distribution is 50% FTES and 50% BOGFW recipients. o By calculation, each college receives their fair share allocation of one half of the remaining funds after minimum allocations are made, based upon the unduplicated number of BOGFW recipients at the college as a percentage of the system-wide total for all colleges. o By calculation, each college receives their fair share allocation of one half of the remaining funds after minimum allocations are made, based upon the Annual 320 R-1 data submitted by colleges/districts as a percentage of the system-wide total for all colleges. Under BOG policy, penalties may apply for failing to return or de-obligate prior year funding and would offset SFAA - Capacity future funding allocations for affected colleges. o Penalties may be appealed by affected colleges and waived based upon mitigating circumstances. Colleges are required to maintain a minimum Maintenance of Effort (MOE) financial aid administrative spending level specified in the budget act. This standard is tied to college/district Financial Aid Administrative spending for or whichever is greater. Revisions to the college allocations may be made during P-1, P-2 and R-1 to reflect any funding held, de-obligated or unspent for the current year and the re-distribution of that funding to colleges eligible for or requesting additional resources.

12 Board Financial Assistance Program - 2% (BFAP - Unrestricted) Using the budget act figure from provisional language for Board Financial Assistance Program - 2%, the advance allocations are based upon the most recent full year of reconciled MIS financial aid data identifying the dollar value of fees waived for BOGFW recipients at each college. There is no minimum guaranteed allocation. All BFAP funding is allocated on a fair share basis based upon each college s dollar value of fees waived for BOGFW recipients as a percentage of the system-wide total. Under BOG policy, penalties may apply if a college fails to meet or exceed the specified MOE in the corresponding budget act provisional language for SFAA. Assessed penalties offset BFAP funding allocations for affected colleges. o For SFAA funding colleges are required to maintain a minimum Maintenance of Effort (MOE) financial aid administrative spending level specified in the budget act. This standard is tied to college/district Financial Aid Administrative spending for or whichever is greater. o Penalties may be appealed by affected colleges and waived based upon mitigating circumstances. Revisions to the college allocations may be made during P-1, P-2 and R-1 to reflect any funding held returned or de-obligated for the current year and the re-distribution of that funding to colleges eligible for or requesting additional resources.

13 For local assistance, Board of Governors of the California Community Colleges (Proposition 98)... Schedule: (1) Apportionments... 2,631,924, (5) Student Financial Aid Administration... 72,775,000.. Provisions:.. (2) (c) (2) Up to $500,000 is to reimburse colleges for the costs of federal aid repayments related to assessed fees for fee waiver recipients. This reimbursement only applies to students who completely withdraw from college before the census date pursuant to Section of Title 5 of the California Code of Regulations (a) Of the funds appropriated in Schedule (5): (1) Not less than $16,226,000 is available to provide $0.91 per unit reimbursement to community college districts for the provision of board of governors (BOG) fee waiver awards pursuant to paragraph (2) of subdivision (m) of Section of the Education Code. (2) Not less than $16,326,000 is available for the Board Financial Assistance Program to provide reimbursement of 2 percent of total waiver value to community college districts for the provision of BOG fee waiver awards pursuant to paragraph (2) of subdivision (m) of Section of the Education Code. (3) (A) $5,300,000 shall be allocated to a community college district to conduct a statewide media campaign to promote the following message: (i) the California Community Colleges are affordable, (ii) financial aid is available to cover fees and help with books and other costs, and (iii) an interested student should contact his or her local community college financial aid office. The campaign should target efforts to reach low-income and disadvantaged students who must overcome barriers in accessing postsecondary education. The community college district awarded the contract shall consult regularly with the chancellor and the Student Aid Commission. (B) Of the amount identified in subparagraph (A), $2,500,000 shall be allocated to expand: (i) outreach for students from non-english speaking households and bilingual households, (ii) marketing and outreach aimed at baccalaureate degree pilot programs, and (iii) marketing and outreach aimed at increasing current and future student awareness of the Board of Governors Fee Waiver. Bilingual efforts shall target areas of the state that meet at least one of the following conditions: (i) have concentrations of non-english speaking and bilingual households, or (ii) have underserved populations and/or a history of declining community college attendance. (4)Not more than $35,200,000 shall be for direct contact with potential and current (4) financial aid applicants. Each California Community College campus shall receive a minimum allocation of $50,000.

14 The remainder of the funding shall be allocated to campuses based upon a formula reflecting FTES weighted by a measure of low-income populations demonstrated by BOG fee waiver program participation within a district. (5) Funds allocated to a community college district pursuant to paragraphs (1) and (2) shall supplement, not supplant, the level of funds allocated for the administration of student financial aid programs during the or fiscal year, whichever is greater. (6) Funding allocated to a community college district pursuant to paragraphs (1) (6) and (2) shall directly offset any costs claimed by that district for any of the following mandates: Enrollment Fee Collection (99-TC-13), Enrollment Fee Waivers (00-TC-15), Cal Grants (02- TC-28), and Tuition Fee Waivers (02- TC- 21). (7) Notwithstanding subdivision (m) of Section of the Education Code or (7) any other provision of law, the amount of funds appropriated for the purpose of administering fee waivers for the fiscal year shall be determined in this act For local assistance, Board of Governors of the California Community Colleges (Proposition 98)... Schedule: (1) Full-Time Student Success Grant... 66,187,000 Provisions: The funds appropriated in this item are for transfer by the Controller to Section B of the 1. State School Fund for distribution to students who are receiving the Cal Grant B or C Access Awards and are taking 12 units or more per semester, or a prorated amount for colleges using a quarter system. The Office of the Chancellor of the California Community Colleges shall determine the number of students eligible for this funding, and distribute a maximum of $500 per semester, or a prorated amount for colleges using a quarter system, to community college districts to distribute to each eligible student. If eligible students exceed funding available in this item, awards shall be proportionally reduced to fit within available funds For local assistance, Board of Governors of the California Community Colleges (Proposition 98)... Schedule: (1) Community College Completion Grant... 25,000,000 Provisions: 1. Funds appropriated in this item shall be used to support Community College Completion Grants pursuant to Section of the Education Code.

15 California Community Colleges Chancellor's Office Expenditure Guidelines for Board Financial Assistance Program - Student Financial Aid Administrative Allowance (BFAP-SFAA) 1. Funds are allocated to each college. Multi-campus districts may not alter the amounts allocated to colleges within the district. 2. Funds are to be expended solely for financial aid professional, technical, clerical or temporary help (including student help) who report in a direct line to the Financial Aid Director. Funds may not be used for personnel at the Financial Aid Manager or Director level or above. 3. Funds may be used for computer hardware or software necessary for and solely dedicated to the delivery of student financial aid. 4. Funds may be used for expenses associated with staff training. 5. Funds may be used for the development and production of financial aid outreach materials. 6. Funds may not be used for capital outlay or office supplies. 7. Funds may not be used for expenditures made or liabilities incurred prior to July 1 of the applicable fiscal year. Funds must be specifically encumbered or spent during the applicable fiscal year. 8. Any request for exceptions to the requirements above must be made in writing. The request must identify the academic year involved, an estimate of the amount to be spent and the reason for the request. No exceptions to these guidelines are allowed without prior written approval by the Chancellor s Office. 9. Funds must supplement, not supplant, college expenditures for financial aid administration. Colleges must demonstrate Maintenance of Effort MOE as defined in the Education Code the Budget Act and by the Board of Governors. 10. Colleges that fail to comply with MOE requirements are subject to a dollar for dollar reduction of the colleges 2% funding as a penalty for supplanting college expenditures with categorical funding. 11. As of March 15 or a later date designated by the Chancellor s Office, funds not expended or obligated for expenditure during the fiscal year must be reported to the Chancellor s Office for reallocation. 12. Colleges that return funds in excess of one percent of their allocation after the end of the fiscal year without releasing such funds for reallocation will receive a dollar-for-dollar reduction in their next administrative allowance allocation. The reduction will equal the previous year s unexpended amount minus one percent of the previous year s allocation. 13. Districts are expected to account for these funds separately. Documentation of expenditures must be maintained and provided to the Chancellor s Office upon request to demonstrate compliance. Note: The above Expenditure Guidelines are not applicable to the BFAP Fee Waiver Revenue backfill Allocation (the 2 Percent Fund). The 2 Percent funds may be used in any manner in which other fee revenue is used and do not necessarily have to be spent in the administration of student financial aid programs.

16 July 1, 2011 BFAP SFAA Maintenance of Effort Guidance Legal Authority: Budget Act MOE Language to states: Funds allocated to a community college district for financial aid personnel, outreach determination of financial need, and delivery of student financial aid services shall supplement, and shall not supplant, the level of funds allocated for the administration of student financial aid programs during the fiscal year. Budget Act MOE Language to states: Funds allocated to a community college district for financial aid personnel, outreach determination of financial need, and delivery of student financial aid services shall supplement, and shall not supplant, the level of funds allocated for the administration of student financial aid programs during the fiscal year or , whichever is greater. MOE/Match Requirements: The State allocates categorical program funding for Student Financial Aid administration (SFAA) specifically to supplement and not supplant existing institutional resources to enhance access to postsecondary education for low income and disadvantaged populations. Maintenance of Effort (MOE)/match expenditures qualify an institution to receive SFAA categorical funding in each corresponding future fiscal year and as such must be satisfied in each fiscal reporting year. MOE/matching expenditures must directly benefit the Student Financial Aid (SFA) program administration Refund, Overpayment, and R2T4 liabilities are not considered operational expenses for MOE reporting and should not be included in general fund expenditures identified for purposes of complying with MOE requirements. Audit findings and associated audit/reconstruction liabilities are not considered operational expenses for MOE reporting and should not be included in general fund expenditures identified for purposes of complying with MOE requirements. Contracted disbursement services (such as HigherOne, or SallieMae) that replace the disbursement functions previously performed by a bursars office, business office, or fiscal services unit may be included in the institution s MOE but are not allowable uses for categorical funding as this could create a supplanting issue. Administrative costs of doing business (such as Legal services, segregated duties such as residency determinations and disbursement functions) as well as indirect overhead 1 BFAP SFAA MOE Reporting Guidance CCCCO SFA Programs

17 July 1, 2011 BFAP SFAA Maintenance of Effort Guidance assessments or allocated expenses such as, information and technology support, business services, fiscal services, legal services, personnel services etc are not considered allowable uses of categorical funding and may not be included in the MOE/match unless all expenditures for such services are charged proportionately to all cost centers on campus. Salaries and benefits for staff organizationally superior to the FA Director (the institution s designated coordinating official) are not to be included in the MOE/match nor are they allowable uses for SFAA categorical funding. Only general fund or other source expenditures (including those for staffing and benefits) which are included in the SFA programs operating budget and that are under the oversight and control (subordinates in the case of staff) of the FA Director (designated coordinating official) may be included in the MOE/match. o Other Source expenditures would likely include federal Pell and Campus Based Administrative Cost Allowances (ACA). Other sources might also include grant funding from outside sources. Colleges failing to meet SFAA MOE/match in any fiscal year(s) are subject to a dollar for dollar penalty against the college/district s BFAP 2% funding (unrestricted) in current and future years. o Mitigating circumstance appeals will be considered but are at the sole discretion of the Chancellor s Office. Reporting, Record Retention and Audit: All expenditures made in direct support of financial aid and in compliance with the MOE/match guidelines must be reported on the BFAP Form 3 Annual Report by budget series object codes ( ). Form 3 Annual Reports may be subject to review and desk audit by Chancellors office staff. Included in the scope of the audit may be expenditures from General fund, other sources, and categorical funding. Record retention requirements for all BFAP-SFAA reports and corresponding back up documentation must be retained for a period of at least 5 years subsequent to close of the fiscal year. 2 BFAP SFAA MOE Reporting Guidance CCCCO SFA Programs

18 Instructions for Posting Financial Aid Events on the I Can Afford College Website Note: If this is your first time posting and you need a username and password for your campus, please send an to Lindsay Pangburn, at lindshall@gmail.com, with your name, campus, address and phone number. Please go to and enter your username and password. To add a new event, scroll down and click on "Manage Workshops" on the bottom right of the website under the "About Us" column. Click on "New Workshop" Fill out the event name, description, college name, start time and end time. Fill out the location (i.e. the name of the campus), room number, address, city, state, zip code and phone number. The Publish Date is the date you would like the event to be active on the Web site (usually the date you submit the event). The Expire Date is the date you would like the event to be removed from the Web site (usually the day after the event). All of the information above is mandatory. Entering an address and Web address are not mandatory, but are recommended. You do NOT need to enter before typing in your Web site address. Please choose which languages your event will serve by following the instructions. And lastly, be sure to click on Update Event. Once you click on Update Event it will take you back to your home page. From there, you may continue adding events by repeating the above steps. You also have the capability of "cloning" your event, which will copy the event information completely to allow you to post the event again for a different date. Please be sure to update the dates for each "clone." You can complete this action by clicking on your created event and hit the "Clone Event" button about the "Name/Title" square. continued on next page

19 I Can Event Posting Instructions Page 2 Each time you create an event, a request for approval is sent to us, we will make any edits to the event description, if necessary, and will approve the content to go live on the Web site with in hours of receiving the request. If there are any questions or concerns, we will contact you within hours. To see if your event has been approved, please visit after hours of submitting your event. If there is a True under the Approved column, then your event has been approved and is live on the Web site. To check your live event, go to type in your zip code. Your campus should appear along with a list of any upcoming events. Click on the event and review the information to make sure it is correct. To make any edits to your event, go back to and click on the "Manage Workshops" on the bottom right under the About Us" column. You can click the "Edit" bottom next to the event you wish to edit. Once you make edits, your event will go back through the approval process again. Your event will appear in the "Events" section of the website here: Once you click on "Workshops" you can enter the zip code of your events area to see if it has posted. Remember that the Event Name and Location will appear here so please provide accurate information for both. If your event is not approved within 48 hours or you have any questions, please contact Lindsay Pangburn directly, at lindshall@gmail.com.