EOPS Budgets

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EOPS Budgets
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EOPS Allocation Formula

• The current formula adopted by the Board of
  Governors in July 1989.
• Three basic elements
• Base Allocation - 50,000 each college
• Students Served 90 of remaining funds for
  students served reported through MIS
• College Effort remaining 10 for college effort
  in excess of the 15 minimum level

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EOPS Allocation Formula

• Guarantee of 95 of prior year allocation
• Growth funds will be used to fund new programs
  prior to being distributed for students served
  above cap
• COLA distributed equally
• 5 Penalty colleges returning more that 5 of
  their allocation after the end of the fiscal
  year, penalized dollar for dollar over.

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EOPS Funding Categories A, B, C

• Category A Administrative costs
• (component 100)
• Category B Student Services
• (components 200 800)
• Category C Direct Aid to Students

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Allowable Expenses by Object Code

• Salaries and benefits of staff assigned to
  EOPS/CARE and shown in the program plan
• 1000 A or B academic salaries
• 2000 A or B classified salaries
• 2000 C EOPS work-study student salaries
• 3000 A or B benefits (academic or classified)
• 3000 C EOPS work-study student benefits

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Allowable Expenses by Object Code

• 4000 A or B Supplies and Materials
• (books, office supplies, outreach/recruitment
  materials)
• 5000 A or B Other Operating Expenses
• (travel expenses, EOPS related conference fees
• food/beverage for EOPS functions if district
  policy
• consultant/speaker fees, some furniture and
• equipment)
• 6000 A or B Capital Outlay
• (some furniture and equipment, remodeling/renovati
  ons)

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Discretionary Limit (total EOPS expenditures
in object codes 4000 6000) may not exceed 10
of the EOPS allocation or 50,000, whichever is
less. Computer hardware/software purchases need
approval of college president and Chancellors
Office.
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Allowable Expenses by Object Code

• 7000 B Direct Services to Students
• (Book Service program, child care,
  transportation, caps
• gowns, ASB cards, health fees, survival kits,
  meal tickets)
• 7000 C Direct Aid to Students -
• based on unmet financial need
• (EOPS grants, work-study, emergency loan)

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EOPS Budget Limitations

• 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 3

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EOPS Budget Limitations
2. Minimum District Contribution Requirement

• Required by Title 5, Section 56210
• Calculation
• (a) average district contribution for
  previous three years
• or (b) 15 of average EOP allocation for
• same three years
• whichever is greater
• Waivers reviewed on a case-by-case basis

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EOPS Budget Limitations
3. 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

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EOPS Budget Limitations
4. EOPS Book Expenditures

• Required by State Budget Act language
• The 2002-03 minimum book expenditure requirement
  must be maintained in 2005-06
• No waivers are allowed

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Supplanting
Education Code Section 69651 EOPS and CARE funds
may not be used for services previously paid for
by the district No waivers are allowed
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EOPS Budget Limitations
5. Double-Dipping

• Education Code Section 84752(a)
• Districts may not receive FTES for activities
  fully funded through another source
• No waivers are allowed

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Requests forComputers/Printers/Hardware/Software
with EOPS Funds
Requires a written request to the Chancellors
Office. Written requests must include

• List of items being requested
• Total cost
• Brief justification
• College presidents approval/signature

NOTE Requests are reviewed and approved with
the understanding that the expenditures will not
cause the EOPS discretionary cost limit to be
exceeded.
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Requests for Furniture/Remodelingwith EOPS Funds
Requires a written request to the Chancellors
Office. Written requests must include

• List of items being requested or description of
  remodeling to take place
• Total cost
• Brief justification

NOTE Requests are reviewed and approved with
the understanding that the expenditures will not
cause the EOPS discretionary cost limit to be
exceeded.
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Retroactive Salaries

• June 6, 1996 memo from Gary Cook
• December 10, 1998 memo from Ed Gould
• (See handouts)

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Excel Fiscal Forms

• Please reference excel spreadsheet

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Other Questions and Answers