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HomeMy WebLinkAboutItem 8.1 Budget Study Attach 7 & 7a Listing of Community Groups Requesting Funding for Fiscal Year 2007-2008 ORGANIZATIONAL NAME: :....rI(fl~d.rllllllllllllll.I'lIlltJ~~.;^ a Chabot-Las Positas Community College District (Tri-Valley One- Stop Career Center) b Child Care Link c Dublin Fine Arts Foundation d Dublin High School (Drug Substance Abuse Council) e Dublin Partners in Education f Pacific Chamber Symphony Business Council Based Group8: h (New) Community Resources for Independent Living (CRIL) i (New) Dublin High School Alumni Association j (New) Dublin Unified School District k (New) Teen Esteem I (New) Tri-Valley Housing Opportunity Center ATTACHMENT 7 cU Tri-Valley One Stop Career Center Funding Request Review Checklist APPLICATION SUBMITTAL REVIEW A. Application 1. Date application received*... . . . . . . . . . . .. .. . . . . . .. . . . .. . . . . . . . . . . . .. . . . . . . . . . . (Completed applications are due by 5:00 p.m. on February 5, 2007) 2. Two copies of the completed application form are submitted....... B. 1. 2. 3. 4. c. 1. 2. 2/5/2007 No, 1 copy Organization Information Name of the organization......... ............................................ I Chabot - Las Positas Community College District I Is the applicant a nonprofit organization?....................................... I Yes Does the organization has a 501 (c)3 State of California ID#?........ I 94-1670563 Does the organization have a current City Business License?...... I 10043 Funding Request Fundi ng amount requested... .. . .. . .. . ... .. . .. .... . .. . ... .. . .. . . .. .. . .. . .. ... Funding Source (i.e. General Fund, CDBG Fund)..................... $15,000 General Fund D. Project Information 1. Proposed project name.... .... .. .... .. .... . .. .. .... .. .. .. .. . .. .... .. .. .. .. ... 2. Project start date... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 3. Project complete date... ...... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... 4. Total # of organization clients......... ...... ...... ......... ......... ........ 5. # of Dublin businesses / residents will serve...... ... ................... E. Attachments 1. Name and home address of governing board of the organization.. 2. List of current board officers of the organization...... ...... ...... ...... . 3. Current total organization operating budget, including revenue.... 4. Most recent audit or tax return is submitted...... ...... ...... ...... ...... 5. Document providing evidence of board/organization approval of application and date of approval............. .... ..... .... ................. 6. Organization's certificate of insurance showing coverage of liability and worker's compensation. ........ ..... ...... .... ....... .... .... 7. Signed affidavit form from each collaborating agency identified for the proposed project (if applicable)..................... .............. 8. Application verification declaration signature page...... .............. PART'iU -Pe1S:ii!!gPI:IIC:ATION SU8Ml:iiglll:.UIREME~TS City of Dublin - Employment & Training Services I V1a007 I 6/30/2008 I I I 90 anticipated intensive case Goal is minimum 25 Yes Yes Yes Yes Yes, 01/10/07 Yes Yes Yes Yes No 1. Is the application complete?* (Y/N)................................................./ II X If no, which sections are incomplete?..............................................1 Part II A2 2. Did the applicant organization complete a mandatory I II presentation at City Council Public Hearing?' (V/N).................. . 3. Date notification letter of Council Approval of funding & I mandatory financial reporting packet sent............................... 4. Date summary report is submitted to City*...... ...... ...... ...... ... .... I (Report must submit to City by the end of August 2008. Failure to submit a report will result ineligibility for future funding) .. Failure to subrnete application befor:e or ~9mply""ith any of the requiremen.s wil ah applicationifr sideratloh. Attachment a H:\Budget\COMMGRPS\One Stop Career Center Funding Request Checklist.xls Date Printed: 2/23/2007 4:26 PM Q/ C1\cdJe-l L ~.:> .R~''S I Trf~ CITY OF DUBLIN db~~~ crr'J.ECE1VED ; . ,- Of:' . ,~ i i ,. COMMUNITYGROUP/ORGANIZATIO~L '..., .. FUNDING REQUEST MlWAGfR'S OFflCIf: ApPLICATION PACKET l:03f''?rr\ Fiscal Year 2007-2008 Section 2: Application for Community Group/Organizational Funding SECTION 2 Page 1 of 23 CITY OF DUBLIN Fiscal Year 2007-2008 COMMUNITY GROUP/ORGANIZATION ApPLICATION FOR FUNDS COVER PAGE AGENCY NAME: CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT PROPOSED PROJECT/PROGRAM NAME: CITY OF DUBLIN - EMPLOYMENT & TRAINING SERVICES FUNDING AMOUNT REQUESTED: $15,000.00 (FIFTEEN THOUSAND DOLLARS) SECTION 2 Page 2 of 23 CITY OF DUBLIN Fiscal Year 2007-2008 ApPLICATION FOR FUNDS 1. Please select one expense category: D Capital ./ Operating 2. Applicant Information: Organization! Agency Name: Chabot-Las Positas Communitv Collef!e District DBA: Tri-Vallev One-Stop Career Center Mailing Address 5020 Franklin Drive, Pleasanton, CA 94588-3354 Street Address 5020 Franklin Drive City: Pleasanton State California Zip 94588-3354 Karen Hallidav Executive Director/Chairperson (925) 424-1000 Work Phone khallidav(ii)Jaspositascollef!e. edu Email Dr. Arnulfo Cedillo Board President (if applicable) (925) 485-5207 Work Phone Email Please list the Primary Project Contact Person who would be able to answer questions about this application and project/program during the funding period. Tamara Gatewood-Johnson Site Manaf!er / Prof!ram Director Job Title Contact Person for Project/Program (925) 485-5266 tf!atewood(iiJclpccd.orf! Work Phone Email (925)485-5273 Fax Nonprofit Identification No. (required) 94-1670563 City of Dublin Business License No. (required) 10043 SECTION 2 Page 3 of 23 City of Dublin Fiscal Year 2007-2008 Application for Funds 3. Proposed Project/Program Information (Do not describe Organization.) Amount of Funds Requested: 15,000.00 (Maximum $25,000 per project.) Proposed Project/Program Name: Citv of Dublin - Emolovment and Traininf! Services Proposed Project/Program Date(s): Start 07/01/2007 and End 06/30/2008 mo/day/yr. mo./day/ yr. a. How would the requested funds be used? · Describe, in detail, the PROPOSED PROJECT/PROGRAM (not the Agency). · Bulleted text is acceptable. · Identify if the proposed project/program is a new service, or extension of an existing one. · An additional page may be added, if needed. Proposed Proiect/Prof!ram: Citv of Dublin - Emplovment and Traininf! Services (Extension of an Existinf! Service) The Tri- Valley One-Stop Career Center, which is primarily funded by the Alameda County Workforce Investment Board (ACWIB) and fiscally operated by Las Positas Community College, is applying for funding to support the continuing efforts of our career center. Our overall mission is to provide resources and services in support of employers and all job, training, and education seekers. All services are free of charge to our community. Specifically, the additional funding would be used to continue to serve Dublin residents in the following ways: . Provide in-depth case management services to Dublin residents enrolled into Workforce Investment Act (WIA) program; Services to be provided by professional Career Counselors include: Initial assessment and development ofIndividual Employment Plan, vocational counseling, development of professional resume(s), personalized and video-taped mock interview session and feedback, job development and job referrals, financial assistance addressing mental health concerns, testing SECTION 2 Page 4 of 23 services (i.e. typing tests, software assessment skills tests, etc), financial assistance to purchase appropriate textbooks or job-specific equipment/licenses (i.e. tool sets, nursing uniforms, Hazmat endorsements, etc), reimbursement of certain parking fees, reimbursement of certain transportation fees; vocational training programs; job retention services; and on-the-job (OJT) training services . Provide a variety of job search related workshops and increased weekly on-site recruitments . Provide and increase available vocational assessments and evaluations by qualified and credentialed counselors to Dublin residents not receiving case management servIces . Provide outreach services and increase accessibility to services for Dublin residents in collaboration with Alameda County Library, Dublin branch. Outreach services consist of on-site career counseling services and workshops including (but not limited to) the following topics: resume writing, general job search strategies, issues of the 'older worker,' networking, resume critiques, etc. The Youth component is a relatively new additional service and was started in May 2006. It provides employment and educational services as well as career exploration services to Dublin youth ages 14-21. The Tri-Valley One~Stop has created a youth friendly area within the facility which includes job listings for youth, books, and other materials specifically addressing the needs of our young customers. In order to continue and expand the Youth program, our goals are to: . Provide on-going outreach, employment and vocational counseling services to Dublin youth, with a particular focus on at-risk, foster youth and youth with disabilities: Meet with youth at local High Schools and Dublin Library, work closely with High School Counselors and WorkAbility Coordinators, Apprenticeship program coordinators, participate in High School or local Youth Job Fairs, participate in other events relating to youth employment, work with local businesses to create youth- friendly jobs, provide opportunities for volunteer work, job shadowing, or internships . Increase the Youth Advocate's weekly hours. from currently 5-10 hours/week to 15 or 20 hours/week to achieve said program goals . Increase the selection of books and materials (i.e. DVDs, software, test preparation books, job search guidance books for youth, apprenticeship training materials, etc.) SECTION 2 Page 5 of 23 City of Dublin Fiscal Year 2007-2008 Application for Funds b. How would the PROPOSED PROJECT/PROGRAM address an unmet community need and improve the quality of life for Dublin residents. Why is this project/program needed? (Additional page may be added, if needed): The Tri-Valley One-Stop Career Center is comprised of an array of community partnerships, yet primarily funded by ACWIB with funds originating from the Department of Labor - Workforce Investment Act (WIA). The contributions of the City of Dublin over the last five years have also played a significant role in the success we have had in providing resources and services to job, education, and training seekers to the city's residents. However, over the recent years, our primary annual funding has gradually been reduced, to the point that we are currently operating a career center on a very lean budget of $3 83 ,000. In order to successfully maintain and continue our program serving Dublin residents, we are in need of a continued financial commitment of our community partnerships. ADUL T SERVICES As we head into the new fiscal year 200712008, we anticipate a strong and continued need for the services of the Tri-Valley One-Stop Career Center. The economy is recovering, but many Dublin residents are still faced with (impending) lay-offs (i.e. Calpine Corporation and Tower Records in Dublin, Tyco Healthcare, E-Loan, and Clorox Services Company in Pleasanton, etc) from their jobs in our local and surrounding communities. While the local unemployment statistics may look positive, many of our customers are no longer being accounted for in these statistics as they are now being considered long-term unemployed (26 weeks +) or under-employed, meaning they have abandoned their job search and, instead, have accepted lower paying positions not fully utilizing their skill sets. This is best illustrated by the number of Dublin residents who visit our center repeatedly and on a regular basis. As a result of experiencing these (un)-employment issues, psychosocial concerns are on the rise and need to be addressed, i.e. divorce, substance abuse, mental health issues, fear oflosing one's home or not being able to provide for one's family. Staff assisted job search guidance and strategizing, labor market research, vocational and personal counseling, job development, (re)-training for skills upgrading, and appropriate referrals, to name a few, may all be services useful in stabilizing their situations and providing assistance in once again becoming economically self-sufficient through proper employment. SECTION 2 Page 6 of 23 Another large group from within our Dublin service area that seeks our assistance is comprised of individuals wishing to re-enter the workforce after a prolonged absence (i.e. 3 years +). Mainly, these are women who have stayed home to raise their children or have taken care of an ailing parent. At some point in time, they either wish or need to rejoin the workforce and to contribute financially to their families. More often than not, these customers lack the in-demand skills, expertise and knowledge of the existing labor market conditions necessary to compete in today's economy. Our comprehensive services allow them to become reacquainted with the world of work and obtain the necessary skills and tools to increase the marketability of their skills. While the economy is still recovering, the job market remains a competitive field and many job seekers and career changers need up-to-date and in-demand skills to compete for open positions or retain their current jobs. Many others are currently employed but may need to or wish to upgrade their skills in order to become more marketable and subsequently being able to compete for higher paying and in-demand occupations. Our services prepare workers and job seekers for new and in-demand job opportunities in high growth, high-demand, and economically vital industries/sectors of the local and/or American economy. YOUTH SERVICES On a daily basis, students drop out of High School and even Middle School. Without a high school diploma, many of these individuals will most likely enter a perpetual cycle of unemployment, government assistance, and possibly being in an out of the prison system. According to the California Department of Education, almost one-third of high school students drop out. This problem is further exacerbated by the fact that another third will graduate without the credits needed to attend a four-year university. While many may try to attend college, a large percentage fails as they do not have the skills to decide on a major or understand how the classes relate to the world of work. Youth, in particular at-risk, foster youth and those with disabilities face particular challenges when it comes to job search and decision making about future careers and/or educational choices. The purpose of our new youth service is to provide assistance to young people in their vocational endeavors and to help them develop skills, habits, and attitudes conducive to job success and personal growth. Many youth in our Dublin service area are unaware of potential employers. While many have a need to work in order to assist in the provision of the family or to become financially independent, they lack the skills and the knowledge of how to locate and secure employment. With a strong vocational project, many of these youth will have assistance in locating appropriate and fulfilling work or making appropriate educational choices. In addition, the State of California - Department of Children and Family services - now mandates that all foster youth register with their local One-Stop Career Center upon SECTION 2 Page 7 of 23 turning 15 1/2. Henceforth, our One-Stop is busy trying to accommodate and assist our local foster youth. Overall, the program and services will assist Dublin residents, both youth and adults, to become economically self-sufficient and to empower them with the skills, tools, and resources to remain competitive in a rapidly changing global economy. The Dublin community will ultimately be able to reap the benefits of an educated and competitive workforce. c. What documentation/data/records support the need for this PROPOSED PROJECT/PROGRAM? Please identifY your data sources. (Additional page may be added, if needed.) Weare expecting that past programs years will serve as an excellent predictor of future developments and the following statistics will highlight the continued need of our proposed services. In program year 2005/2006, the Tri-Valley One-Stop Career has served 320 Dublin residents (1096 total visits). In our current program year, beginning July 1, 2006 to-date, 185 Dublin residents have visited our center 554 times and participated in a variety of our services. (Based on 'SmartWare' tracking software) Furthermore, since July 1, 2006, 14 City of Dublin residents have been enrolled into our grant program and currently receive intensive services provided by professional Career Counselors/ Case Managers as well as a Job Developer. 5 out of these 14 customers are receiving (re)-training services funded by WIA monies. As there are 5 months left to complete the program year, we expect the number of Dublin residents to be enrolled into a training/intensive service to increase. Our past and current Dublin clients have been able to benefit significantly from the training and case management services and are now gainfully employed receiving livable wages. Many have transitioned into local employment opportunities (i.e. Sybase, Tile Setters Toy Store, Safeway, etc). Our general job placement and retention rates are 90%. During the previous program year (2005/06) we served 18 Dublin residents in our intensive services program. The training costs incurred totaled $12,706. SECTION 2 Page 8 of 23 Cost of training services provided to residents of City of Dublin, CA: Program Year Total WIA Training Costs incurred for Dublin residents $10,467 $12,706 $15,517 2004/2005 2005/2006 2006/2007 (in progress) Furthermore, according to 2006 data from the Employment Development Department (EDD), Dublin's labor force, on average, includes about 15,300 individuals. In addition, the City of Dublin grew fastest between 2004 and 2005 (data from 'Economic Development Alliance for Business') from 39,759 to 41,907 and the trend is likely to continue. Subsequently, as the City of Dublin continues to grow, more and more residents, whether unemployed or employed, will need employment and/or training services. Again, despite the area's relatively low unemployment rate, many Dublin residents are now being classified as either long-term unemployed or under-employed and, therefore, will not be accounted for in any EDD statistics yet their need for employment and training services remains. The Tri-Valley One-Stop's new youth services were first offered in May 2006. Since then, we have worked diligently on developing strong community partnerships with Dublin Library, Village High School and Dublin High School to better serve and support Dublin youth. Our ultimate goal is to help youth/students to graduate from high school with a plan in place to get a job, attend college, or enroll in a trade or apprenticeship program. According to a recent study conducted by the Alliance for Excellent Education, Washington, DC (January 2007), reducing the number of high school drop-outs will have a direct impact on our nation's economy. Currently, one third of all high school students leave school without receiving a diploma. Specifically for California the estimated high school graduation rate is 71 %. The study cites that the average annual income for a high school dropout in 2004 equaled about $16,485, compared to $26,156 for a high school graduate. Moreover, "if the students who dropped out of the class of 2006 had graduated, the nation's economy would have benefited from an additional $309 billion in income over their lifetimes (Allliance for Excellent Education, 2007). SECTION 2 Page 9 of 23 City of Dublin Fiscal Year 2007-2008 Application for Funds d. Specify the PROPOSED PROJECT/PROGRAM population to be served. . All Dublin youth, ages 14-21, with a particular emphasis on at-risk, foster youth, and youth with disabilities. . Dublin adult population (18+) (i.e. laid off workers, long-term unemployed or under- employed individuals, individuals wishing to re-enter the workforce, individuals in need of skills upgrade training, vocational counseling, or strategic job search guidance) e. Projects/programs must be evaluated to determine if they are being carried out efficiently and if project/program goals are being met. Please describe how you plan to monitor your project/program's success and impact. · An additional page may be added, if needed. In regards to monitoring the program's success and impact on the individual participants, all participants enrolled in the intensive services program component are being tracked and followed up with up to 12 months after program completion. Our Case Managers follow a client from intake through program exit, as well as throughout the 12month follow-up phase. Therefore, Case Managers are able to develop excellent rapport and close relationships with those clients receiving intensive services, i.e. training or counseling services. Case Managers are therefore able to keep accurate records and data on a client's educational and training achievements as well as employment and job retention information. Certain data, i.e. a client's training and employment status, are also being reported to and monitored by the Alameda County WIB, with data supported by the Employment Development Department based on the participant's social security number. Based on our submitted information as well as the data provided by the Employment Development Department (EDD), Alameda County WIB issues monthly progress reports as well as a final annual report. The reports are made available to staff, all Board members, all ACWIB staff, community partnership agencies, and other local One-Stop Career Center staff. Clients who are not enrolled in the intensive component of the program are being followed up with using our tracking software and database information - 'Smartware.' In SECTION 2 Page 10 of23 addition, we mail surveys to all previously enrolled customers exploring their level of satisfaction with the project as well as ideas for improvement. Alameda County WIB also conducts an annual 'customer satisfaction' survey, which is being given to all enrolled and not-enrolled (universal) customers. Since the survey's inception three years ago, the Tri- Valley One-Stop Career Center has ranked highest the last two years among all 14 career centers (in Alameda & Contra Costa counties) included in the survey. As a result, in program years 2005/06 and 2006/07, we received the "Goldstar for Exemplary Customer Service" award. f. Specify numbers of clients served by agency, then by PROPOSED PROJECT/PROGRAM: The One-Stop serves customers in two different ways. First, there is the "Universal Access" component. In this scenario, customers may use our resources such as computers with high-speed internet access, research Labor Market Information, attend workshops, attend drop-in counseling sessions, participate in on-site recruitments and outreach activities at off-site locations, etc. All activities and services are offered at a self-serve level. There is no intensive case management component. Services are available and accessible based on the customer's interests and choices. There are no prescribed State performance measures for our Universal Access component. The next level of service is for a customer to enroll into our Workforce Investment Act (WIA) program and receive more intensive employment services, including personalized job search development, vocational counseling, resume writing, job retention, etc. Our intensive program requires that we enroll, serve and exit a fixed number of individuals per program year. At the beginning of each program year, July 1, we receive our performance measures and goals from the Alameda County Workforce Investment Board. The performance criteria include a total of eight measures, as set forth by the State of California. All eight measures have to be met and / or exceeded by no later than June 30 of each year in order for our One-Stop to remain in business and remain eligible for continued funding. Since its inception in 1998, the Tri- Valley One-Stop Career has always been highly successful and has met and/or exceeded all annual performance measures. Specifically, for program year 2007/08 our goal is to serve a minimum of 300 Dublin residents using our universal services as well as enroll a minimum of 16 Dublin residents into our intensive services program, making them eligible for vocational and on-the-job training services. The Youth Advocate will track and follow-up with all youth receiving services at the One-Stop. In addition, the Youth Advocate also keeps track all of the youth that we provide services to at schools or libraries within a group or classroom setting (via sign-in SECTION 2 Page 11 of23 sheets, One-Stop registrations, etc.). Our goal is to serve a minimum of 25 Dublin youth during the next program year. Universal Access Intensive Case A~ency Participants 2005/2006 Mana2ement Total Number of Participants Served by Agency 3,800 131 Total Number of Dublin Residents Served by Agency - "\ _ \....- L t . ":':J...... ,- '- Agency Participants 2006/2007 (in pro2ress) 07/01/2006- 01/23/2007 Total Number of Participants Served by Agency 1,850 Goal: 90 Total Number of Dublin Residents Served by Agency ,. <1. . . \.. -~ - ~ " . -~ - - - ___" ~"L- .! ProiectlPro~ram Participants 2007/2008 Total Proposed Participants Served by this Project/Program N/A 90 (anticipated number) Total Number of Dublin Residents Served by this Project 3G,~ ,_' 1~11"); ~.,> ,,"~. YOUTH SERVICES (undu lieated fi ures) TOTAL YOUTH DUBLIN YOUTH DUBLIN YOUTH SERVED TO-DATE SERVED TO-DATE TO BE SERVED IN 07/08 07/01/06 - 01/23/07 22 13 25 SECTION 2 Page 12 of23 \ , i " , City of Dublin Fiscal Year 2007-2008 Application for Funds 5. Financial Information - Operating Budget a. Expense Budget IT 2007..2008 EXPENSE .BunG Personnel Costs Employee Salaries & Benefits NOIl~P~jsonnelCosts Services & Supplies Capital Costs Other: Services to Dublin Residents: Other: Services to Pleasanton Youth TOTAL 12,000 18 709** , 66,757 15 000** , 12 709** , 66,757 15 000** , 3,000 5 000** , 393,712 336,712 15,000 Further Comments/Explanations (if necessary): * * These budget figures are anticipated and represent our best estimate. SECTION 2 Page 13 of 23 City of Dublin Fiscal Year 2007-2008 Application for Funds b. Revenue Budget REVENUE BUDGET ORGANIZATION PROJECTIPROGRAM CommittedIRestricted Funds (specify source) Alameda County Workforce Tri-Valley One-Stop General Employment and Investment Board Career Center Training Services Adult Services - $358,712 Youth Services - $15,000 TOTAL: $373.712** City of Dublin Tri-Valley One-Stop General Employment and Career Center Training Services - City of $15.000*** Dublin residents (Y outh & Adults) City of Pleasanton Tri-Valley One-Stop Employment Services - Career Center City of Pleasanton - Youth $5.000**** Services Non-CommittedIRestricted Funds (specify source) None TOTAL $393,712 Further Comments/Explanations (if necessary): * * This budget is an anticipated number and represents our best estimate. It is not our final budget allocation. Generally, Alameda County Workforce Investment Board conveys our final budget allocation in July of each program year (i.e. July 2007). *** & **** These are anticipated amounts only. SECTION 2 Page 14 of23 City of Dublin Fiscal Year 2007-2008 Application for Funds 6. General Agency Information a. List all years that Organization has previously received City of Dublin funding (not Community Development Block Grant - CDBG). 2002/03 2003/04 2004/05 2005/06 2006/07 b. Describe the population(s) served by the Organization. · Our universal services are available and free of charge to anyone, regardless of employment status, age, income level, residency, etc. · Our intensive services are available to Alameda County residents or those who have recently lost their jobs working for an Alameda County based business · Local Business Community c. Describe all the services the Organization currently provides to Dublin residents. · An additional page may be added, if needed. Adults (a2:e 18+): · Computer resource room (15 computers with high speed internet access) · Books, DVDs, other materials · Job board with local job listings · Phones/fax/DVD player/copy machine · Workshops/Guest speakers (at the Pleasanton facility or at the Dublin library) - i.e. Resume preparation, Interviewing skills, Networking, · Computer classes i.e. MS Word/Excel/PowerPoint) · Vocational Counseling and Assessments (at the Pleasanton facility or at the Dublin library) · Vocational training services · On-the-job training services · Labor Market Information SECTION 2 Page 15 of23 . Resume Critiques On-site recruitments Annual job fairs Personalized job search guidance and assistance Taped mock interview session Job development Case Management Services Follow-up and job retention services Typing Certificate & other software testing services Referrals . . . . . . . . . Youth (14-21) · Computer resource room (15 computers with high speed internet access) · Job board with local job listings specifically for youth · Access to youth area · Books, DVDs, other · Phones/fax/DVD player/copy machine · Workshops/Guest Speakers · Computer classes i.e. MS Word/Excel/PowerPoint) · Personal and vocational counseling · Vocational assessments and evaluations · Labor market information · Personalized job search guidance · Workshops (Resume writing/Job Search for Teens, Business Etiquette, etc.) · Taped mock interview sessions · Follow-up and job retention services · Typing Certificate & other software testing services d. Has your agency ever previously received funds from the City of Dublin? If yes, please specify in what Fiscal Years and the amount received each year. 2002/03 - $10,000 2003/04 - $10,000 2004/05 - $10,000 2005/06 - $10,000 2006/07 - $10,000 SECTION 2 Page 16 of23 Tri- Valley One-Stop Career Center Connecting People with Opportunities for Emplo.vment Attachment A C,-rCECEiYED t " DUfltlN I I Governin2: Board Members erry NIdi A"'8"' ~ , . 11"11 ld':).i". '. c'J:;;:Nu' . ...n \.-Jt,kf"tvI;;; Dr. Arnulfo Cedillo, President Mr. Carlo Vecchiarelli, Secretary Mrs. Isobel Dvorsky Mr. Donald L. Gelles Dr. Hal G. Gin Dr. Alison Lewis Dr. Barbara Mertes Mr. Dayne Nicholls, Student Trustee Mr. Nathan Cornejo, Student Trustee 5020 Franklin Drive, Pleasanton, California 94588 Telephone No: (925) 485-5272 - Facsimile No: (925) 485-5273 Website: www.trivalleyonestop.com Attachment B Tri-Valley One-Stop Career Center For Fiscal Year: 2007-2008 Revenue Grants: Alameda County Workforce Investment Board City of Dublin City of Pleasanton Total Revenue $373,712 $15,000 $5,000 $393,712 Expected Expenses Prof Experts/Prog Leaders OASDHI Other Class Employees SUI Other Class Employees WCI Other Class Employees ARS-Class Other Office Supplies Special Printing Program/Operating Supplies Periodicals Travel Expense Conference Institutional Memberships Telephone Service Telephone Maintenance Rental Facilities Equip Maint - all other services Software Licensing Student Transportation Postal & Delivery Services Business Expense Computers/Software Inventory Scholarships Books / Supplies $393,712 $273,731 $3,969 $138 $3,808 $10,370 $3,640 $1,200 $1,800 $300 $2,400 $500 $565 $3,120 $743 $66,757 $1 ,800 $3,196 $2,000 $400 $3,100 $2,4 75 $4,200 $3,500 $393,712 *"' This budget is an anticipated number and represents our best estimate. It is not our final budget alloction. Generally, Alameda County Workforce Investment Board conveys our final budget allocation in July of each year (i.e. July 2007), ;;M~.~Q~~~ ~ t'. 'lJI ,""' 10. ii- ll:: ,~ -~ ~ '~ t 'f<. i ATTACHMENT C CHABOT-LAS POSIT AS COMMUNITY COLLEGE DISTRICT ANNUAL FINANCIAL REpORT JUNE 30, 2005 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT TABLE OF CONTENTS JUNE 30, 2005 FINANCIAL SECTION Independent Auditors' Report Management's Discussions and Analysis Consolidated Statements of Net Assets Consolidated Statements of Revenues, Expenses, and Changes in Net Assets Consolidated Statements of Cash Flows Notes to Financial Statements 2 4 17 18 19 21 SUPPLEMENTARY INFORMATION District Organization Schedule of Expenditures of Federal Awards Schedule of Expenditures of State Awards Schedule of Workload Measures for State Apportionment Annualized Attendance and Annual Apprenticeship Hours of Instruction Reconciliation of Annual Financial and Budget Report with Fund Financial Statements Note to Supplementary Information 45 46 47 48 49 50 INDEPENDENT AUDITORS' REPORTS Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards Report on Compliance with Requirements Applicable to Each Major Program and Internal Control over Compliance in Accordance with OMB Circular A-133 Report on State Compliance 52 54 56 SCHEDULE OF FINDINGS AND QUESTIONED COSTS Summary of Auditors' Results Financial Statement Findings and Recommendations Federal Awards Findings and Questioned Costs State Awards Findings and Questioned Costs Summary Schedule of Prior Audit Findings 59 60 61 62 66 FINANCIAL SECTION 1 ..~ Vavrinek, Trine, Day & Co., llP Certified Public Accountants & Consultants VALUE THE DIFFERENCE INDEPENDENT AUDITORS' REPORT Board of Trustees Chabot-Las Positas Community College District Pleasanton, California We have audited the accompanying financial statements of the Chabot-Las Positas Community College District (the District) as of and for the year ended June 30, 2005 as listed in the table of contents. These financial statements are the responsibility of the District's management. Our responsibility is to express an opinion on these financial statements based on our audits. The financial statements as of and for the year ended June 30, 2004 were audited by other auditors whose reported dated January 11, 2005 expressed an unqualified opinion on those statements. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our OpInIOn. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Chabot-Las Positas Community College District as of June 30, 2005 and the respective changes in financial position and cash flows, for the year then ended in conformity with accounting principles generally accepted in the United States of America. The Management's Discussion and Analysis on pages 4 through 16 is not a required part of the basic financial statements, but is supplementary information required by the Governmental Accounting Standards Board (GASB). This supplementary information is the responsibility of the District's management. We have applied certain limited procedures, consisting principally of inquiries of management regarding the methods of measurement and presentation of the required supplementary information. However, we did not audit the information and express no opinion on it. In accordance with Government Auditing Standards, we have also issued our report dated December 16, 2005, on our consideration of the District's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of or testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. 2 5000 Hopyard Road, Suite 335 Pleasanton, CA 94588-3351 Tel: 925.734.6600 Fax: 925.734.6611 www.vtdcpa.com FRESNO . LAGUNA HILLS . PALO ALTO . PLEASANTON . RANCHO CUCAMONGA Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the District's basic financial statements. The supplementary information listed in the table of contents, including the Schedule of Expenditures of Federal Awards, which is required by U.S. Office of Management and Budget Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations, are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, are fairly stated in all material respects in relation to the basic financial statements taken as a whole. VCW1.JJlLK-, T~, D::Ly ~ C.o ;t'~p Pleasanton, California Q December 16, 2005 3 CHABOT -LAS POSIT AS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 New Accountill1! Standards (Third Year) In June 1999, the Governmental Accounting Standard's Board ("GASB") released Statement No. 34, "Basic Financial Statements and Management's Discussion and Analysis for State and Local Governments," which established new reporting formats for annual statements. In November 1999, GASB released Statement No. 35, ItBasic Financial Statements and Management's Discussion and Analysis for Public Colleges and Universities," which applied the new reporting models to public colleges and universities. In its "Accounting Advisory No. 2001-01 It, the State Chancellor's Office opined that the California Community Colleges would best benefit from, and would "therefore implement, It the business-type activities (ItBT AIt) reporting model, as outlined in GASB Statement No. 34. According to the GASB's implementation schedule, the District's effective implementation date began with fiscal year 2002-2003. As required by the new reporting model, the annual report consists of three basic financial statements that provide information on the District as a whole: the Statement of Net Assets; the Statement of Revenues, Expenses, and Changes in Net Assets; and the Statement of Cash Flows. These statements are designed to emulate corporate presentation models, whereby all District activities are consolidated into one total. The focus of the Statement of Net Assets is designed to be similar to "bottom line" results for the District. This statement, for the first time, combines and consolidates current financial resources (short-term spendable resources) with capital assets. The Statement of Revenues, Expenses, and Changes in Net Assets focuses on both the gross costs, and the net costs, of District activities, which are supported mainly by property taxes, state apportionment, and other state revenues. This approach is intended to summarize and simplify the analysis of cost of various District services to students and the public. The following discussion and analysis provides an overview of the District's financial activities. Last year was the second year for the new format with two years of information presented in the audited financial statements. This is the District's third year of reporting in the new format, both the financial statements, and the discussion and analysis, for 2005-06, will include comparisons of current to prior year activity. Financial and Enrollment Hi2hlh?:hts y As of June 30, 2005, the District's total liabilities and net assets were $231,004,397. Total net assets of the District increased $18.8 million, or about 18.3%, over the previous year, due primarily to the net increase in capital investments associated with the Measure B Bond fund. y The voters within the boundaries of the Chabot-Las Positas Community College District approved Measure B on March 4, 2004. The District, by virtue of this voter approval has the authority to issue up to $498 million in General Obligation Bonds over the next several years. The Board authorized the first issuance of bonds totaling $100 million dollars and the proceeds were in the possession of the District on August 19, 2004. y The District's Budget was designed to fund faculty, staff, direct program expenditures and support services to serve16,330 full-time equivalent students for General Apportionment purposes for the 2004-05 year. The actual reported FTES for 2004-05 was 16,336 full time equivalent students. Student demand for services remained strong throughout the 2004-05 year. 4 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 y District cost increases were primarily in the areas of salary increases (3.438%-total District salaries), and medical benefits premiums, which increased approximately 24%. y Enrollment and enrollment growth: The budget provided a 7.4% increase in state-determined funds. This increase expanded community college enrollment by 40,297 full-time students and also increased funding per student by $168, or 3.7%. An additional $27M (0.65%) was provided to increase the 2004-05 growth caps of 43 districts that had unfunded enrollment at the 2003-04 second principal apportiomnent. The District reached its estimated growth target of298 FTES in 2004-05. y Partnership for Excellence: Total statewide funding for Partnership for Excellence was reduced from $225 million to $193.6 million in fiscal year 2004-05. The District's loss totaled $450,513. Over the past two fiscal years the District has sustained a total reduction of $1,526,582, or 35.5% from the original allocation. Y Equalization: $80 million is provided to equalize credit rates among districts. These funds allow 58 districts to increase their funding per credit FTES toward the 90th percentile (Los Angeles CCD). This represents approximately $1.3 million dollars of equalization funding for the District. y Scheduled Maintenance and Instructional Equipment Block Grant: Funding for these purposes has been increased from the 2003-04 original budget allocation by approximately $27 million dollars statewide. Y Cost-of-living adjustment: The budget provides a 2.41 % cost-of-living adjustment for apportiomnents and state funded categorical programs (Matriculation, EOPS and DSPS). y Enrollment Fee: Commencing Fall term 2004 the enrollment fee increased from $18.00 to $26 a unit. The statutory change is included in SB 11 08, a budget trailer bill, which was signed on August 11, 2004. y The District operating deficit at the end of the fiscal year was $2.3 million dollars. Under the Chancellor's leadership, the District staff has put a strategic cost management review process in place to do a complete analysis of instructional and support program expenditures. The goal is to determine the appropriate level of financial support for various activities currently, but more impOliantly as both colleges grow and service requirements change, what resources will be required to support those activities in 2005/06 and beyond. 5 CHABOT -LAS POSIT AS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 FULL- TIME EQUIVALENT STUDENT (FTES) ENROLLMENTS 'L,L '..,........5..':. ,........ .."................ :.'. 1.::g:.<,. .>y',".';' ...'n...:" 1993-1994 9,235 -3.8 3,419 -4.6 12,704 -3.6 1994-1995 8,593 -7.0 3,197 -6.5 11,790 -7.2 1995-1996 9,007 4.8 3,603 12.7 12,610 7.0 1996-1997 9,354 3.9 3,820 6.0 13,174 4.5 1997-1998 9,171 -2.0 4,098 7.3 13,269 1.0 1998-1999 9,636 5.1 4,581 11.8 14,217 7.1 1999-2000 9,868 2.4 4,678 2.1 14,546 2.3 2000-2001 1 0,005 1.4 4,982 6.5 14,987 3.0 2001-2002 10,569 5.6 5,508 10.6 16,078 7.3 2002~2003 10,928 3.4 6,120 11.1 17,048 6.0 2003-2004 10,326 -5.8 5,707 -7.2 16,033 -6.3 2004-2005 10,477 1.4 5,886 3.0 16,363 2.0 2005-2006 10,761 2.3 6,270 7.0 17,0311 4.25 (Projected) I 2% Over Cap 6 CHABOT-LAS POSIT AS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 Statement of Net Assets The Statement of Net Assets includes all assets and liabilities using the accrual basis of accounting, which is similar to the accounting method used by most private-sector institutions. Net assets, the difference between assets and liabilities, are one way to measure the financial health of the District. Total net assets of the District increased $18.8 million, or about 18.3%, over the previous year, due primarily to the net increase in capital investments associated with the Measure B Bond fund. Statement of Net Assets ASSETS 2005 2004 2003 Current Assets Cash and short-term investments $ 15,862,922 $ 17,274,212 $ 20,485,530 Receivables 14,790,351 10,163,688 4,837,066 Inventories, prepaid expenses and other 2,711,649 1,178,311 1,069,671 Total Current Assets 33,364,922 28,616,211 26,392,267 Non-current assets Cash and investment restricted 113,685,188 8,095,379 10,634,070 Capital assets, net 83,954,287 69,891,705 68,435,924 Total Noncurrent Assets 197,639,475 77,987,084 79,069,994 TOTAL ASSETS 231,004,397 106,603,295 105,462,261 LIABILITIES Current Liabilities Accounts payable, and accrued liabilities 11,606,821 6,041,923 4,101,533 Deferred revenues 5,419,601 3,758,089 3,356,948 Amounts held in trust 1,095,130 973,024 Long-term liabilities - current portion 7,011,024 727,311 1,042,085 Total Current Liabilities 25,132,576 11,500,347 8,500,566 Noncurrent Liabilities Long-term liabilities 103,222,288 11,328,192 11,304,232 TOTAL LIABILITIES 128,354,864 22,828,539 19,804,798 Net Assets Investment in capital assets, net of debt 73,563,079 62,888,955 60,492,912 Restricted 18,012,225 7,498,406 2,404,612 Unrestricted 11,074,229 13,387,395 22,759,939 TOTAL NET ASSETS $ 102,649,533 $ 83,774,756 $ 85,657,463 7 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 The components of cash and short-term investments are primarily the District's contingency balances for multiple reserves ($3.6 million);the state-mandated 5%- reserve over "General Fund" expenditures, ($4.2 million); 2004-05 College budget carry-overs ($0.1 million); debt-funding for the District's life-time, retiree health benefits ($2.7 million); property sale fund-District owned property in Castro Valley (Nike site - $1.8 million); lease revenue bond debt retirement ($0.4 million); and, the net cash effect of non-cash assets, receivables, and liabilities. The primary component of the 2004-05 current asset increase was the $4.6 million in receivables of apportionment, categorical program payments, Bookstore inventory, and capital project claims. AccouI1ts receivable primarily represents funding owed to the District by Federal, State and local governments, as well as other sources such as tuition and fees. Local grants receivable by District is approximately $6.8 million. State grants receivable makes up another $4.3 million, and the total owed to the District by the Federal government is an additional $0.5 million. The remaining accounts receivable of $3.1 million are made up of student receivables, book vendor credits, and miscellaneous items. The primary component of the 2004-05 increase in accounts receivable were the $3.0 million deferral of the June apportionment payment, $0.9 million in Lottery proceeds, due primarily to accruals for the 3rd and 4th quarter, $0.7 in interest primarily associated with the measure B Bond Fund. Inventories and prepaid items respectively represent stores warehouse merchandise inventory for the District and the Bookstore, and prepayments for bookstore merchandise and other expenses. Restricted cash and investment of $113.7 million consists of the first issuance of the Measure B Bond Funds totaling $100 million and included in this total is the required reserves of $1.3 million, which is deposited in a debt service fund held by Alameda County. The balance of the cash and investment includes cash deposit of other major funds held in the County Treasury and other banking and financial institutions. Net capital assets represent the District's original investment in land, site improvements, buildings and equipment, less accumulated depreciation. Accounts payable and accrued liabilities primarily represent year-end accruals for services and goods received by the District during fiscal year 2004-05, for which payment would not be made until 2005-06. The accounts payable amount primarily represents debt on vendor invoices. Accrued liabilities principally represent deferred salaries and benefits payable for the months of July and August, which totals $1,170,658. Deferred revenues represent prepayments received by the District, for which the amounts have yet to be earned. Of this amount, $1.4 million represents student tuition and registration fees, received during 2004-05, for the 2005-06 summer and fall terms. $3.8 million represents funding for grants and contracts, whose terms and conditions extend beyond the 2004-05 fiscal year. The other $0.2 million increase in 2004-05 is directly due to an increase in categorical program deferred revenues. Other current liabilities are composed of that portion of long-term lease and financing debt that is to be paid during 2005-06. The District's non-current liabilities primarily consist of: the accumulated liability for accrued employee compensated absences ($1.7 million); the remaining debt on the Measure B Bond Fund ($100 million); the remaining debt on the lease revenue bonds payable for the purchase of the District office and capitalized lease obligations for the purchase of various equipment throughout the District ($5.4 million), and other long term liability including premium payments of$3.1 million. 8 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 Net Assets Unrestricted 11% Property / 71% unrestricted - designated 0% The largest component of the District's "net assets" is the investment in capital assets (net ofrelated debt), $73.5 million. This represents the District's initial cost for property, plant, and equipment, less accumulated depreciation, less any remaining debt used for the initial purchase. The next largest component, at $18 million, is the District's "restricted assets" represents assets whose use is eamlarked for specific purposes, such as grant and construction projects. The remaining $11 million in "unrestricted assets" of which $10.4 million has been set aside for post-retirement health benefits, collective bargaining, Board-designated general reserve and other contractual obligations The primary component of the 2004-05 increase in net assets is due primarily to the net increase in capital investments associated with the Measure B Bond Fund. Statement of Revenues, Expenses and Changes in Net Assets The Statement of Revenues, Expenses and Changes in Net Assets (see next page) represents the financial results ofthe District's "operations," as well as its "non-operating activities." The distinction between these two activities involves the concepts of "exchange" and "non-exchange." An operating activity is one in which a "direct payment"/exchange is made (by one party to another) for the receipt of specified goods or services, i.e., the payor is the one receiving benefit. As an example, tuition fees, paid by a student, is an "exchange" for instructional services. Likewise, grant and contract funding received (on the condition that the District provides specific/contracted services), is also an "exchange." Both are therefore recorded as "operating revenue." The receipt of state apportionments and property taxes, however, do not include this "exchange" relationship between "payment" and the "receipt of benefit." Such revenues are deemed "non-exchange" transactions, and are therefore treated as "non-operating" activities. Because the primary sources of funding, that support the District's instructional activities, comes from state apportionment, and local property taxes, the financial results of the District's "operations" will result in a net operating loss. 9 CHABOT -LAS POSIT AS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 The primary components of "tuition and fees" are the $26 per unit enrollment fee that is charged to all students registering for classes, and the additional $156 per unit fee that is charged to all non-resident students. The discrepancy between these fees is due to the fact that resident student instruction is largely subsidized by local property taxes and state apportionment. Non-resident students must pay for the full cost of instruction. Respectively, these two revenue-streams account for $7.5 and $1.2 million. ($2.9) million of the "gross total" is due to Board of Govemor's (fee) Waivers, which is offset by an equal amount in "scholarship discounts." Another $1.0 million is collected in the form of parking permits. The remainder is collected from an assortment of other student fees. The largest component of the District's operating revenues is non-capital grants and contracts. The largest sub- component, $10.4 million, results from funding received from the Federal grants to include funding for vocational training and higher education programs; State grants ($8.2 million) for categorical programs, such as DSP&S, EOP&S, and Matriculation to name a few. Included in local grants and contracts ($5.8 million) are all of the contracted education services, as well as all other, miscellaneous service-revenue received by the District. The revenue for auxiliary enterprises consists primarily of revenue from the District's bookstore and the current portion of the retirees unfunded medical benefit liability. These two enterprise operations account for $4.1 million and $2.1 million dollars respectively. The principal components of the District's non-operating revenue are: non-capital state apportionment, local property taxes, non-capital grants and contracts, other state funding, and interest income. All of this revenue is received to support the District's instructional activities. The "state apportionments, capital" revenues principally represent state funding for state capital projects and deferred maintenance programs. The largest component of the District's operating expense is the cost associated with salaries and benefits. Nearly 69% of the total expense is spent in this area. "Contract services and other operating expenses" account for an additional 19% of the total. This latter category includes $19.8 million spent in connection with programs funded by grants, contracts and costs of goods and services associated with a number of Capital Projects taking place during 2004-2005. The remainder of this expense category includes insurance premiums, facilities rental, equipment repair, and a host of other expenses necessary to the operation of the District. 10 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 Total Revenue - June 30,2005 State apportionment, capital 7% Investment & Other Income 2% Srate taxes and other revenue 1% J Local property taxes 28% Tuition and fees ~ 8% ---- State apportionments, noncapital 30% Auxiliary enterprises 5% 11 CHABOT -LAS POSIT AS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS OPERATING REVENUES 2005 2004 2003 Tuition and fees $ 9,718,844 $ 8,789,144 $ 6,267,191 Grants and contracts, noncapital 24,380,289 17,139,384 18,121,877 Auxiliary enterprises 4,114,302 4,191,839 4,209,584 Internal service charges 2,151,520 Total operating revenues 40,364,955 30,120,367 28,598,652 OPERATING EXPENSES Salaries and benefits 74,821,033 67,609,459 65,252,106 Payments to students 6,509,299 7,384,866 6,934,627 Books and supplies 5,376,202 5,104,606 5,281,967 Contract services and operating expenses 16,172,240 9,935,752 11,137,044 Noncapitalized equipment and utilities 1,971,317 1,781,978 2,148,413 Depreciation 2,522,310 2,651,762 2,699,791 Total operating expenses 107,372,401 94,468,423 93,453,948 Operating loss (67,007,446) (64,348,056) (64,855,296) NON-OPERATING REVENUES (EXPENSES) State apportionments, noncapital 36,632,704 27,378,401 30,142,384 Local property taxes 35,514,690 31,1 09, 158 29,095,303 State taxes and other revenue 1,774,015 2,529,602 2,286,093 Investment income 2,392,374 337,278 933,988 Other non-operating revenues and expendi 548,619 90,201 184,683 Total non-operating revenues 76,862,402 61,444,640 62,642,451 Loss before other revenues, expenses, gains 9,854,956 (2,903,416) (2,212,845) State apportionments, capital 9,019,821 2,392,922 1,441,550 Increase/decrease in net assets 18,874,777 (510,494) (771,295) Net assets - beginning of year 83,774,756 84,285,250 86,428,758 Net assets - end of year $ 102,649,533 $ 83,774,756 $ 85,657,463 12 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 Operating Expenses- June 2005 Depreciation Utilites l 2% 2% \ I \ / / Benefits / 17% Contract services and operating expenses 19% \ Operating Expenses by Function Instructional activities Academic support Student services Operation and maintenance of plant Instructional support Community services and economic development Ancillary services, auxiliary services Student aid Physical property Depreciation Total Operating Expenses by Function 2005 $ 44,611,863 3,745,294 14,448,481 6,876,030 19,238,756 918,744 2,874,200 9,194,992 2,941,731 2,522,310 $ 107,372,401 Academic Salaries 32% Classified Salaries 20% 2004 $ 37,832,015 3,548,220 16,895,372 8,856,134 11,881,189 981,864 1,798,607 7,117,532 2,905,728 2,651,762 $ 94,468,423 2003 $ 38,633,467 5,631,860 15,479,377 8,932,301 12,843,291 623,085 1,703,855 4,500,418 2,406,503 2,699,791 $ 93,453,948 During fiscal year 2004-05 the District has undergone a number of changes and expansions, particularly in the area of Capital projects associated with the Measure B Bond Funds, local grants, contracts and partnerships. The District has experienced growth in the areas of services provided to students and the public; some growth in faculty and classified staff; and growth in categorical funding in the form of new grants and projects. The Functional Expense chart incorporates all District funds appropriations for fiscal year 2004-05 and as required in accordance with GASB Statement No. 35, a depreciation expense has been added. In 2004-05, the District had an increase in contractual pay of 3.483% as well as a $0.2 million increase for parity pay. The greatest expense in 2004-05 was in the area of instruction at 43%. Instructional support was 18% and academic 13 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 support at 3%. These costs were accommodated by increases in non-capital apportionment revenue and categorical funding for part time faculty salary increase, which the District also received during this period. The Student Services expense (13%) includes counseling and guidance services and expenses associated with a number of state and categorical programs to include, Matriculation, Disabled Student Services Program (DSP & S), Extended Opportunity Programs & Services (EOPS), Financial Aid Administration, and Veteran Services. The bulk ofthe ancillary services and auxiliary operations percentage (11 %) encompasses the bookstore operation. Also included in this category are expenses for the contract education department, food service operation, parking operation, and student and co-curricular activities. The Community Services and Economic Development (1 %), includes community services recreation, classes, and facility use. The functional expense percentage in the area of the physical property category consists of a number of building improvements and alterations that took place throughout the District. As more services are provided, so increases the cost of the wear and tear of the physical plant. The decrease of costs in this area occurred because of the knowledge that the District would suffer budget reductions in the Scheduled Maintenance program. The District elected to defer certain expenditures pending new funding sources. Operating Expenses by Functional Classification - 2005 Depreciation Ancillary SeNices, 20/0 f( Physical Property Auxiliary SeNices -'. - ~ 3% Comm"'tySeev'oes 11% ., '~' ~~".---~ and Economic ~~~ Development ------- ~ 1% ~ Instcud'~~~o Support ///'// /~u \ Operation and / (/ \ Academic Support Maintenance of Plant/ Student SeNices 3% 6% 13% Instruction 43% Statement of Cash Flows The Statement of Cash Flows presents detailed information about the cash activity of the District during the year. The statement is divided into five parts. The first part deals with the operating cash flows, and shows the net cash used by the operating activities of the District. The second section reflects cash flows from non-capital financing activities. The third section deals with the net cash used by financing activities related to the acquisition of capital and related items. The fourth section reflects the cash received from investing activities, and shows the purchases, proceeds, and interest received from investing activities. The fifth section, (not summarized here) reconciles the net cash activity to the net operating loss on the Statement of Revenue, Expenses and Changes in Net Asset. 14 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 2005 2004 2003 Cash provided by (used in) Operating activities $ (58,827,676) $ (64,990,449) $ (61,893,681) Non-capital financing activities 69,873,723 61,678,047 65,349,080 Capital and related financing activities 92,212,123 (2,784,233) (1,565,344) Investing activities 1,717,650 355,625 400,127 Net decrease in cash 104,975,820 (5,741,010) 2,290,182 Cash - beginning of year 24,147,788 29,888,798 27,598,616 Cash - end of year $ 129,123,608 $ 24,147,788 $ 29,888,798 Capital Asset and Debt Administration Capital Assets At June 30, 2005, the District had a net $83 million in a broad range of capital assets, including land, buildings, and furniture and equipment. This amount represents a net increase (including additions, deductions, and depreciation) of $14 million, or 20 percent, from last year. We present more detailed information regarding our capital assets in Note 4 of the financial statements. Long-Term Debt At the end of this year, the District had $110 million in debt outstanding versus $12 million last year, a substantial increase, due to the issuance of the $100 million of GO Bonds. Other obligations include lease revenue bonds, chi1drens center loan, compensated absences payable, and other long-term debt. We present more detailed information regarding our long-term liabilities in Note 8 ofthe financial statements. Economic Factors that will Affect the Future The District is dependent on the State of California for a maj ority of its revenue. State law and regulation further specifies the allowed uses of state revenue. The most important element of state funding is in the General Apportionment calculation, which accounts for 81 % of the District's primary "operating fund," the Unrestricted General Fund. Although the District receives local income from property tax proceeds and student enrollment fees, these local income sources are but a component of the state Base Apportionment calculation. Local income is deducted from the computed total funding level, to determine the amount of state funds necessary to fund the District's Base Apportionment. In this manner, the finances of the District are directly tied to the state economy, state revenues, and the state legislative process to allocate revenues for public purposes. The economic downturn, which began in the 2001-02 fiscal year, has resulted in a major loss of state personal income tax revenue. The state, in turn, has elected to curtail some categorical programs and to under-fund community college general fund programs statewide compared to the actual costs of inflation. Recent economic forecasts prepared by state agencies and private institutions indicate that a recovery will occur in the 15 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2005 2005-06 fiscal year. The District is closely following state economic forecasts and will develop its financial plan to assure a balanced budget in future fiscal years. CONTACTING THE DISTRICT'S FINANCIAL MANAGEMENT This financial report is designed to provide our citizens, taxpayers, students, and investors and creditors with a general overview of the District's finances and to show the District's accountability for the money it receives. If you have questions about this report or need any additional financial information, contact the Office of Fiscal Affairs at Chabot-Las Positas Community College District, 5020 Franklin Drive, Pleasanton, California 94588, or e-mail atmbrewington@clpccd.cc.ca.us. 16 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT CONSOLIDATED STATEMENTS OF NET ASSETS JUNE 30, 2005 AND 2004 ___.-..-"__,,.<,,,,,,,,,,,,,,.,.,,,v,o<-,,,,,,-'-""'_'~"""""""""""""'~Y"""'~>=''''''''''_''''''''''''''''''''_''''~~''''''"'=''''''''''_'''''-_.~-"......-..~-,-,=,-".--_..=~"'" ._,.,.,,,,...,,,,~_:_------., ASSETS 2005 2004 Current Assets: Cash and cash equivalents $ 5,380,094 $ 16,839,008 Investments 1 0,482,828 435,204 Accounts receivable 14,790,351 10,163,688 Prepaid expenses 1 0, 149 234,640 Deferred charges 1,456,084 Stores inventories 932,783 769,943 Other current assets 312,633 173,728 Total Current Assets 33,364,922 28,616,211 Noncurrent Assets: Restricted cash and investments 113,685,188 8,095,379 Land and construction in progress 19,183,518 4,815,725 Capital assets, depreciable 102,057,917 99,840,817 Accumulated depreciation (37,287,148) (34,764,837) Total Noncurrent Assets 197,639,475 77,987,084 TOTAL ASSETS 231,004,397 106,603,295 LIABILITIES Current Liabilities: Accounts payable 10,152,872 6,041,923 Accrued interest 1,453,949 Deferred revenue 5,419,601 3,758,089 Amounts held in trust on behalf of others 1,095,130 973,024 Bonds payable - current portion 6,665,000 Lease revenue bond payable - current portion 150,000 145,000 Certificates of participation - current portion 405,000 Lease obligations - current portion 23,597 58,092 Other long-term liabilities - current portion 172,427 119,219 Total Current Liabilities 25,132,576 11,500,347 Noncurrent Liabilities: Compensated absences payable - noncurrent portion 1,657,844 2,059,827 Bonds payable - noncurrent portion 93,335,000 Lease revenue bond payable - noncurrent portion 5,295,000 5,445,000 Certificates of participation - noncurrent portion 2,950,000 Lease obligations - noncurrent portion 26,206 52,399 Other long-term liabilities - noncurrent portion 2,908,238 820,966 Total Noncurrent Liabilities 103,222,288 11,328,192 TOTAL LIABILITIES 128,354,864 22,828,539 NET ASSETS Invested in capital assets, net of related debt 73,563,079 62,888,955 Restricted for: Debt service 13,143,218 Capital projects 2,838,074 Educational programs 1,859,683 1,234,394 Other activities 171,250 6,264,012 Unrestricted 11,074,229 13,387,395 Total Net Assets $ 102,649,533 $ 83,774,756 The accompanying notes are an integral part of these financial statements. 17 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT CONSOLIDATED STATEMENTS OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS FOR THE YEARS ENDED JUNE 2005 AND 2004 OPERATING REVENUES Student Tuition and Fees Less: Scholarship discount and allowance Net tuition and fees Grants and Contracts, noncapital: Federal State Local Auxiliary Enterprise Sales and Charges Bookstore Internal Service Sales and Charges TOTAL OPERATING REVENUES OPERATING EXPENSES Salaries Employee benefits Supplies, materials, and other operating expenses and services Equipment, maintenance, and repairs Depreciation TOTAL OPERATING EXPENSES OPERATING LOSS . NONOPERATING REVENUES (EXPENSES) State apportionments, noncapital Local property taxes State taxes and other revenues Investment income, net Interest income on capital asset-related debt, net Transfer from agency fund Other uses Other nonoperating revenue TOTAL NONOPERATING REVENUES (EXPENSES) INCOME BEFORE OTHER REVENUES AND EXPENSES State revenues, capital Interest expense, capital asset-related debt TOTAL INCOME BEFORE OTHER OTHER REVENUES AND EXPENSES NET INCREASE (DECREASE) IN NET ASSETS NET ASSETS, BEGINNING OF YEAR PRIOR PERIOD ADJUSTMENT NET ASSETS, END OF YEAR The accompanying notes are an integral part of these financial statements. 18 2005 2004 $ 12,697,885 $ 10,518,331 (2,979,041) (1,729,187) 9,718,844 8,789,144 10,423,967 8,941,672 8,167,813 6,843,948 5,788,509 1,353,764 4,114,302 4,191,839 2,151,520 40,364,955 30,120,367 56,778,967 18,042,066 28,057,741 1,971,317 2,522,310 107,372,401 (67,007,446) 36,632,704 35,514,690 1,774,015 2,392,374 120,525 24,139 (15,000) 418,955 76,862,402 9,854,956 11,049,244 (2,029,423) 9,019,821 18,874,777 83,774,756 $ 102,649,533 54,177,886 13,431,573 22,425,224 1,781,978 2,651,762 94,468,423 (64,348,056) 27,378,401 31,109,158 2,529,602 337,278 706,110 62,060,549 (2,287,507) 2,392,922 (615,909) 1,777,013 (510,494) 85,657,463 (1,372,213) $ 83,774,756 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT CONSOLIDATED STATEMENTS OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS FOR THE YEARS ENDED JUNE 2005 AND 2004 OPERATING REVENUES Student Tuition and Fees Less: Scholarship discount and allowance Net tuition and fees Grants and Contracts, noncapital: Federal State Local Auxiliary Enterprise Sales and Charges Bookstore Internal Service Sales and Charges TOTAL OPERATING REVENUES OPERATING EXPENSES Salaries Employee benefits Supplies, materials, and other operating expenses and services Equipment, maintenance, and repairs Depreciation TOTAL OPERATING EXPENSES OPERATING LOSS NONOPERATING REVENUES (EXPENSES) State apportionments, noncapital Local property taxes State taxes and other revenues Investment income, net Interest income on capital asset-related debt, net Transfer from agency fund Other uses Other nonoperating revenue TOTAL NONOPERATING REVENUES (EXPENSES) INCOME BEFORE OTHER REVENUES AND EXPENSES State revenues, capital Interest expense, capital asset-related debt TOTAL INCOME BEFORE OTHER OTHER REVENUES AND EXPENSES NET INCREASE (DECREASE) IN NET ASSETS NET ASSETS, BEGINNING OF YEAR PRIOR PERIOD ADJUSTMENT NET ASSETS, END OF YEAR The accompanying notes are an integral part of these financial statements. 18 2005 2004 $ 12,697,885 $ 10,518,331 (2,979,041) (1,729,187) 9,718,844 8,789,144 10,423,967 8,941,672 8,167,813 6,843,948 5,788,509 1,353,764 4,114,302 4,191,839 2,151,520 40,364,955 30,120,367 56,778,967 18,042,066 28,057,741 1,971,317 2,522,310 107,372,401 (67,007,446) 36,632,704 35,514,690 1,774,015 2,392,374 120,525 24,139 (15,000) 418,955 76,862,402 9,854,956 11,049,244 (2,029,423) 9,019,821 18,874,777 83,774,756 $ 102,649,533 54,177,886 13,431,573 22,425,224 1,781,978 2,651,762 94,468,423 (64,348,056) 27,378,401 31,109,158 2,529,602 337,278 706,110 62,060,549 (2,287,507) 2,392,922 (615,909) 1,777,013 (510,494) 85,657,463 (1,372,213) $ 83,774,756 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT CONSOLIDATED STATEMENTS OF CASH FLOWS FOR THE YEARS ENDED JUNE 30, 2005 AND 2004 ,....---- 2005 2004 $ 8,438,792 $ 9,370,718 10,928,577 9,282,806 10,509,685 1,261,402 5,078,781 1,238,230 (15,620,379) (16,031,397) (72,946,086) (67,166,878) (8,800,965) (7,143,179) 3,583,919 4,197,849 (58,827,676) (64,990,449) 32,648,468 27,378,401 35,514,690 31,109,158 1,774,015 2,529,602 (63,450) 660,886 69,873,723 61,678,047 (16,687,255) (4,206,732) 102,810,665 296,824 11,886,351 2,392,922 (4,230,873 ) (793,359) (1,446,240) (473,888) (120,525) 92,212,123 (2,784,233) 8,999 1,717,650 346,626 1,717,650 355,625 104,975,820 (5,741,010) 24,147,788 29,888,798 $ 129,123,608 $ 24,147,788 CASH FLOWS FROM OPERATING ACTIVITIES Tuition and fees Federal grants and contracts State grants and contracts Local grants and contracts Payments to vendors for supplies and services Payments to or on behalf of employees Payments to students for scholarships and grants Auxiliary enterprise sales and charges Net Cash Flows From Operating Activities CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES State apportionments Property taxes State taxes and other apportionments Other nonoperating Net Cash Flows From Noncapital Financing Activities CASH FLOWS FROM CAPITAL FINANCING ACTIVITIES Purchase of capital assets Proceeds from capital debt State revenue, capital projects Principal paid on capital debt Interest paid on capital debt Interest received on capital asset-related debt Net Cash Flows From Capital Financing Activities CASH FLOWS FROM INVESTING ACTIVITIES Proceeds from sales and maturities of investments Interest received from investments Net Cash Flows From Investing Activities NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR CASH AND CASH EQUIVALENTS, END OF YEAR The accompanying notes are an integral part of these financial statements. 19 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT CONSOLIDATED STATEMENTS OF CASH FLOWS FOR THE YEARS ENDED JUNE 30, 2005 AND 2004 """""--="'--- 2005 2004 CASH FLOWS FROM OPERATING ACTIVITIES Tuition and fees $ 8,438,792 $ 9,370,718 Federal grants and contracts 10,928,577 9,282,806 State grants and contracts 10,509,685 1,261,402 Local grants and contracts 5,078,781 1,238,230 Payments to vendors for supplies and services (15,620,379) (16,031,397) Payments to or on behalf of employees (72,946,086) (67,166,878) Payments to students for scholarships and grants (8,800,965) (7,143,179) Auxiliary enterprise sales and charges 3,583,919 4,197,849 Net Cash Flows From Operating Activities (58,827,676) (64,990,449) CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES State apportionments 32,648,468 27,378,401 Property taxes 35,514,690 31,109,158 State taxes and other apportionments 1,774,015 2,529,602 Other nonoperating (63,450) 660,886 Net Cash Flows From Noncapital Financing Activities 69,873,723 61,678,047 CASH FLOWS FROM CAPITAL FINANCING ACTIVITIES Purchase of capital assets (16,687,255) (4,206,732) Proceeds from capital debt 102,810,665 296,824 State revenue, capital projects 11,886,351 2,392,922 Principal paid on capital debt (4,230,873 ) (793,359) Interest paid on capital debt (1,446,240) (473,888) Interest received on capital asset-related debt (120,525) Net Cash Flows From Capital Financing Activities 92,212,123 (2,784,233) CASH FLOWS FROM INVESTING ACTIVITIES Proceeds from sales and maturities of investments 8,999 Interest received from investments 1,717,650 346,626 Net Cash Flows From Investing Activities 1,717,650 355,625 NET INCREASE (DECREASE) IN CASH AND CASHEQUlV ALENTS 104,975,820 (5,741,010) CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR 24,147,788 29,888,798 CASH AND CASH EQUIVALENTS, END OF YEAR $ 129,123,608 $ 24,147,788 The accompanying notes are an integral part of these financial statements. 19 CHABOT -LAS POSIT AS COMMUNITY COLLEGE DISTRICT CONSOLIDATED STATEMENTS OF NET ASSETS JUNE 2005 AND 2004 ASSETS 2005 2004 Current Assets: Cash and cash equivalents $ 5,380,094 $ 16,839,008 Investments 10,482,828 435,204 Accounts receivable 14,790,351 10,163,688 Prepaid expenses 10,149 234,640 Deferred charges 1,456,084 Stores inventories 932,783 769,943 Other current assets 312,633 173,728 Total Current Assets 33,364,922 28,616,211 Noncurrent Assets: Restricted cash and investments 113,685,188 8,095,379 Land and construction in progress 19,183,518 4,815,725 Capital assets, depreciable 102,057,917 99,840,817 Accumulated depreciation (37,287,148) (34,764,837) Total Noncurrent Assets 197,639,475 77,987,084 TOTAL ASSETS 231,004,397 106,603,295 LIABILITIES Current Liabilities: Accounts payable 10,152,872 6,041,923 Accrued interest 1,453,949 Deferred revenue 5,419,601 3,758,089 Amounts held in trust on behalf of others 1,095,130 973,024 Bonds payable - current portion 6,665,000 Lease revenue bond payable - current portion 150,000 145,000 Certificates of participation - current portion 405,000 Lease obligations - current portion 23,597 58,092 Other long-term liabilities - current portion 172,427 119,219 Total Current Liabilities 25,132,576 11,500,347 Noncurrent Liabilities: Compensated absences payable - noncurrent portion 1,657,844 2,059,827 Bonds payable - noncurrent portion 93,335,000 Lease revenue bond payable - noncurrent portion 5,295,000 5,445,000 Certificates of participation - noncurrent portion 2,950,000 Lease obligations - noncurrent portion 26,206 52,399 Other long-term liabilities - noncurrent portion 2,908,238 820,966 Total Noncurrent Liabilities 103,222,288 11,328,192 TOTAL LIABILITIES 128,354,864 22,828,539 NET ASSETS Invested in capital assets, net of related debt 73,563,079 62,888,955 Restricted for: Debt service 13,143,218 Capital projects 2,838,074 Educational programs 1,859,683 1,234,394 Other activities 171,250 6,264,012 Unrestricted 11,074,229 13,387,395 Total Net Assets $ 102,649,533 $ 83,774,756 The accompanying notes are an integral part of these financial statements. 17 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT CONSOLIDATED STATEMENTS OF CASH FLOWS, Continued FOR THE YEARS ENDED JUNE 2005 AND 2004 RECONCILIATION OF NET OPERATING LOSS TO NET CASH FLOWS FROM OPERATING ACTIVITIES Operating Loss Adjustments to Reconcile Operating Loss to Net Cash Used by Operating Activities: Depreciation expense Changes in Assets and Liabilities: Receivables, net Inventories Prepaid items Accounts payable and accrued liabilities Deferred revenue Funds held for others Compensated absences Other Total Adjustments Net Cash Flows From Operating Activities CASH AND CASH EQUIVALENTS CONSIST OF THE FOLLOWING: Cash in banks Cash in county treasury Total Cash and Cash Equivalents The accompanying notes are an integral part of these financial statements. 20 2005 2004 $ (67,007,446) $ (64,348,056) 2,522,310 2,651,762 (1,405,591) (5,272,239) (162,840) 40,909 (1,231,593) 66,581 6,574,081 1,519,643 1,661,512 401, 141 48,163 (30,580) 173,728 (19,610) 8,179,770 (642,393) $ (58,827,676) $ (64,990,449) $ 5,380,094 123,743,514 $ 129,123,608 $ 9,803,679 14,344,109 $ 24,147,788 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Oreanization The Chabot-Las Positas Community College District (the District) was established in 1961 as a political subdivision of the State of California and provides post secondary educational services to residents of Alameda County and the surrounding area. The District operates under a locally elected seven member Board of Trustees form of government, which establishes the policies and procedures by which the District operates. The Board must approve the annual budgets for the General Fund, special revenue funds, and capital project funds, but these budgets are managed at the department level. Currently, the District operates two campuses/colleges located within Alameda County, California. Financial Reportine Entity During the year ended June 30, 2004, the District adopted Governmental Accounting Standard Board (GASB) Statement No. 39, Determining Whether Certain Organizations are Component Units. This statement amends GASB Statement No. 14, The Financial Reporting Entity, to provide additional guidance to determine whether certain organizations, for which the District is not financially accountable, should be reported as component units based on the nature and significance of their relationship with the District. The District identified the Chabot-Las Positas Colleges Foundation (Foundation) and the Chabot - Las Positas Community College District Financing Corporation (Corporation) as potential component units. The District has elected not to present the Foundation as a component unit because the Foundation's assets, liabilities, and disbursements directly to the District are not considered to be significant to the District. The Corporation is presented as a component unit as the board is controlled by the board of the District. Under generally accepted accounting principles established by the GASB, the financial reporting entity consist of the Chabot - Las Positas Community College District, as well as the following component units. . Chabot - Las Positas Community College District Financing Corporation The Chabot Las Positas Community College District Financing Corporation (Corporation) is a legally separate organization component unit of the District. The Corporation was formed to issue debt specifically for the acquisition and construction of capital assets for the District. The Board of Trustees of the Corporation is the same as the Board of Trustees of the District. The financial activity has been "blended" or consolidated within the financial statements as the District as if the activity was the District's. Individually-prepared financial statements are not prepared for the Chabot - Las Positas Community College District Financing Corporation. Measurement Focus, Basis of Accountine, and Financial Statement Presentation For financial reporting purposes, the District is considered a special-purpose government engaged only in business-type activities. Accordingly, the District's financial statements have been presented using the economic resources measurement focus and the accrual basis of accounting. Under the accrual basis, revenues are recognized when earned, and expenses are recorded when an obligation has been incurred. All significant intra-agency and intra-fund transactions have been eliminated. 21 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Revenue resulting from exchange transactions, in which each party gives and receives essentially equal value, is recorded on the accrual basis when the exchange takes place. Available means that the resources will be collected within the current fiscal year or are expected to be collected soon enough thereafter to be used to pay liabilities of the current fiscal year. For the District, available means expected to be received within 60 days of fiscal year-end. Nonexchange transactions, in which the District receives value without directly giving equal value in return, include State apportionments, property taxes, certain grants, entitlements, and donations. Revenue from State apportionments is generally recognized in the fiscal year in which it is apportioned from the State. Revenue from property taxes is recognized in the fiscal year in which the taxes are received. Revenue from certain grants, entitlements, and donations is recognized in the fiscal year in which all eligibility requirements have been satisfied. Eligibility requirements include time and purpose requirements. The accounting policies of the District conform to accounting principles generally accepted in the United State of America as applicable to colleges and universities, as well as those prescribed by the California Community College's Chancellor's Office. The District reports are based on all applicable Governmental Accounting Standards Board (GASB) pronouncements, as well as applicable Financial Accounting Standards Board (FASB) pronouncements issued on or before November 30, 1989, unless those pronouncements conflict or contradict GASB pronouncements. When applicable, certain prior year amounts have been reclassified to conform to current year presentation. The financial statements are presented in accordance with the reporting model as prescribed in GASB Statement No. 34, Basic Financial Statements and Management's Discussions and Analysis for State and Local Governments, and GASB Statement No. 35, Basic Financial Statements and Management's Discussions and Analysis for Public Colleges and Universities, as amended by GASB Statements No. 37 and 38. The Business type activities model followed by the District requires the following components ofthe District's financial statements: . Management's Discussion and Analysis . Basic Financial Statements for the District as a whole including: o Statement of Net Assets o Statement of Revenues, Expenses and Changes in Net Assets o Statement of Cash Flows . Notes to the Financial Statements The following is a summary of the more significant policies: Cash and Cash Equivalents The District's cash and cash equivalents are considered to be cash on hand, demand deposits, and short-term investments with original maturities of one year or less from the date of acquisition. Cash equivalents also include cash with county treasury balances for purposes of the statement of cash flows. 22 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Investments In accordance with GASB Statement No. 31, Accounting and Reportingfor Certain Investments and for External Investment Pools, investments are stated at fair value. Fair value is estimated based on published market prices at year-end. Investments for which there are no quoted market prices are not material. Accounts Receivable Accounts receivable include amounts due from the Federal, State and/or local governments, or private sources, in connection with reimbursement of allowable expenditures made pursuant to the District's grants and contracts. Accounts receivable also consist of tuition and fee charges to students and auxiliary enterprise services provided to students, faculty, and staff, the majority of each residing in the State of California. Management has analyzed these accounts and believes all amounts are fully collectable. Inventory Inventory consists primarily of bookstore merchandise and cafeteria food and supplies held for resale to the students and faculty of the colleges. Inventories are stated at cost, utilizing the weighted average method. The cost is recorded as an expense as the inventory is consumed. Prepaid Expenditures and Deferred Charges Prepaid expenditures (expenses) represent amounts paid in advance of receiving goods or services. The District has the option of reporting an expenditure in governmental funds for prepaid items either when purchased or during the benefiting period. The District has chosen to report the expenditures when incurred. Deferred charges consist of unamortized bond issuance costs that are amortized over the life of the bond. Capital Assets and Depreciation Capital assets are long-lived assets of the District as a whole and include land, construction-in-progress, buildings, leasehold improvements, and equipment. The District maintains an initial unit cost capitalization threshold of $1 ,000. Assets are recorded at historical cost, or estimated historical cost, when purchased or constructed. The District does not possess any infrastructure. Donated capital assets are recorded at estimated fair market value at the date of donation. Improvements are capitalized; the costs of normal maintenance and repairs that do not add to the value of the asset or materially extend an asset's life are not. Major outlays for capital improvements are capitalized as construction-in-progress as the projects are constructed. Depreciation of capital assets is computed and recorded by the straight-line method. Estimated useful lives of the various classes of depreciable capital assets are as follows: buildings, 25 to 50 years; improvements, 25 to 50 years; equipment, 3 to 8 years. Accrued Liabilities and Long-Term Obligations All payables, accrued liabilities, and long-term obligations are reported in the entity-wide financial statements. 23 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Compensated Absences Accumulated unpaid employee vacation benefits are accrued as a liability as the benefits are earned. The entire compensated absence liability is reported on the entity-wide financial statements. The amounts have been recorded in the fund from which the employees, who have accumulated the leave, are paid. Sick leave is accumulated without limit for each employee based upon negotiated contracts. Leave with pay is provided when employees are absent for health reasons; however, the employees do not gain a vested right to accumulated sick leave. Employees are never paid for any sick leave balance at termination of employment or any other time. Therefore, the value of accumulated sick leave is not recognized as a liability in the District's financial statements. However, credit for unused sick leave is applicable to all classified school members who retire after January 1, 1999. At retirement, each member will receive .004 year of service credit for each day of unused sick leave. Deferred Revenue Deferred revenue arises when potential revenue does not meet both the "measurable" and "available" criteria for recognition in the current period or when resources are received by the District prior to the incurrence of qualifying expenditures. In subsequent periods, when both revenue recognition criteria are met, or when the District has a legal claim to the resources, the liability for deferred revenue is removed from the combined balance sheet and revenue is recognized. Deferred revenues include (1) amounts received for tuition and fees prior to the end ofthe fiscal year that are related to the subsequent fiscal year and (2) amounts received from Federal and State grants received before the eligibility requirements are met are recorded as deferred revenue. Net Assets GASB Statements No. 34 and No. 35 report equity as "Net Assets." Net assets are classified according to external donor restrictions or availability of assets for satisfaction of District obligations according to the following net asset categories: . Invested in Capital Assets, Net of Related Debt: Capital Assets, net of accumulated depreciation and outstanding principal balances of debt attributable to the acquisition, construction or improvement of those assets. . Restricted - Expendable: Net assets whose use by the District is subject to externally imposed constraints that can be fulfilled by actions of the District pursuant to those constraints or by the passage of time. . Unrestricted: Net assets that are not subject to externally imposed constraints. Unrestricted net assets may be designated for specific purposes by action of the Board of Trustees or may otherwise be limited by contractual agreements with outside parties. When both restricted and unrestricted resources are available for use, it is the District's practice to use restricted resources first and the unrestricted resources when they are needed. 24 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Operating Revenues and Expenses Classification of Revenues - The District has classified its revenues as either operating or nonoperating according to the following criteria: Operating revenues - Operating revenues include activities that have the characteristics of exchange transactions, such as, (1) student tuition and fees, net of scholarship discounts and allowances, (2) sales and services of auxiliary enterprises, net of scholarship discounts and allowances, (3) most Federal, State and local grants and contracts, and Federal appropriations, and (4) interest on institutional student loans. Nonoperating revenues - Nonoperating revenues include activities that have the characteristics of nonexchange transactions, such as State appropriations, property taxes, investment income, gifts and contributions, and other revenue sources described in GASB Statement No. 34. Classification of Expenses - Nearly all the District's expenses are from exchange transactions and are classified as either operating or nonoperating according to the following criteria: Operating expenses - Operating expenses are necessary costs to provide the services of the District and include employee salaries and benefits, supplies, operating expenses, and student financial aid. Nonoperating expenses - Nonoperating expenses include interest expense and other expenses not directly related to the services of the District. Estimates The preparation of the financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Actual results may differ from those estimates. Property Tax Secured property taxes attach as an enforceable lien on property as of January 1. The County Assessor is responsible for assessment of all taxable real property. Taxes are payable in two installments on November 1 and February 1 and become delinquent on December 10 and April 10, respectively. Unsecured property taxes are payable in one installment on or before August 31. The County of Alameda bills and collects the taxes on behalf of the District. Local property tax revenues are recorded when received. 25 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Federal Financial Assistance Programs The District participates in federally funded Pell Grants, SEOG Grants, and Federal Work-Study programs, as well as other programs funded by the Federal government. Financial aid to students is either reported as operating expenses or scholarship allowances, which reduce revenues. The amount reported as operating expense represents the portion of aid that was provided to the student in the form of cash. Scholarship allowances represent the portion of aid provided to students in the form of reduced tuition. These programs are audited in accordance with the Single Audit Act Amendments of 1996, and the U.S. Office of Management and Budget's revised Circular A-133, Audits of States, Local Governments and Non-Profit Organizations, and the related Compliance Supplement. During the year ended June 30,2005, the District distributed $1,404,720 in direct lending of Federal Family Education Loans from the U.S. Department of Education. These amounts have not been included as revenues or expenses within the accompanying financial statements as the amounts were passed directly to qualifying students, however, the amounts are included on the Schedule of Federal Financial Assistance. Newly Issued Accounting Pronouncements . GASB Statement No. 40: In March 2003, GASB issued Statement No. 40, Deposit and Investment Risk Disclosures, which amends Statement No.3, Deposits with Financial Institutions, Investments (including Repurchase Agreements), and Reverse Repurchase Agreements, and addresses additional risks to which governments are exposed. Under Statement No. 40, State and local governments are required to disclose information covering four principal areas: o Investment credit risk disclosures, including credit quality information issued by rating agencies; o Interest rate disclosures that include investment maturity information, such as weighted average maturities or specification identification of securities; o Interest rate sensitivity for investments that are highly sensitive to changes in interest rates (ex: inverse floaters, enhanced variable-rate investments, and certain asset-backed securities; and o Foreign exchange exposures that would indicate the foreign investment's denomination. The GASB Statement No. 40 provisions are effective for financial statements for periods beginning after June 30, 2004, and are included in NOTE 2 - DEPOSITS AND INVESTMENTS. . GASB Statement No 42: In November 2003, GASB issued Statement No. 42, Accounting and Financial Reporting for Impairment of Capital Assets and for Insurance Recoveries. This statement establishes accounting and financial reporting standards for impairment of capital assets. The provisions of this statement are effective for periods beginning after December 2004 and will be implemented by the District in fiscal year 2005-2006. . GASB Statement No. 43: In April 2004, GASB issued Statement No. 43, Financial Reportingfor Postemployment Benefits Other than Pension Plans. The standards in this statement apply for trust funds included in the financial reports of plan sponsors or employers, as well as for the stand-alone financial reports of OPEB plans or the public employee retirements systems, or other third parties that administer them. The provisions of this statement are effective for periods beginning after December 15,2005. The District is not a plan sponsor of an OPEB Plan. 26 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 . GASB Statement No. 45: In June 2004, GASB issued Statement No. 45, Accounting and Financial Reporting by Employers for Postemployment Benefits Other than Pensions. This statement establishes standards for the measurement, recognition and display of OPEB expense, expenditures and related liabilities or assets, note disclosures and, if applicable, required supplementary information in the financial reports of State and local governmental employers. This statement generally provides for prospective implementation - that is, that employers set the beginning net OPEB obligation at zero as of the beginning of the initial year. The District is in the process of determining the impact the implementation of this statement will have on the government-wide statements of net assets and activities. This statement is effective for periods beginning after December 15,2006, depending upon the size of the governmental entities' financial activity. The District will be implementing the requirements of this standard in the 2008-09 fiscal year and has not determined the impact of this statement. The District has been setting aside funds for this liability and currently has approximately $2.8 million set aside. . GASB Statement No. 46: In December 2004, GASB issued Statement No. 46, Net Assets Restricted by Enabling Legislation, an amendment of GASB No. 34. This statement clarifies that a legally enforceable enabling legislation restriction is one that a party external to a government can compel a government to honor. Accordingly, it clarifies the determination of restricted net assets within the statement of net assets. This statement is not effective until June 30, 2006 (the 2006-2007 fiscal year). The District has not determined its effect on the financial statements. . GASB Statement No. 47: In June 2005, GASB issued Statement No. 47, Accountingfor Termination Benefits. This statement establishes accounting standards for termination benefits. This statement is not effective until June 30, 2006 (the 2006-2007 fiscal year). The District has not determined its effect on the financial statements. Comparative Financial Information Comparative financial information for the prior year has been presented for additional analysis; certain amounts presented in the prior year data have been reclassified in order to be consistent with the current year's presentation. NOTE 2 - DEPOSITS AND INVESTMENTS Policies and Practices The District is authorized under California Government Code to make direct investments in local agency bonds, notes, or warrants within the State; U.S. Treasury instruments; registered State warrants or treasury notes; securities of the U.S. Government, or its agencies; bankers acceptances; commercial paper; certificates of deposit placed with commercial banks and/or savings and loan companies; repurchase or reverse repurchase agreements; medium term corporate notes; shares of beneficial interest issued by diversified management companies, certificates of participation, obligations with first priority security; and collateralized mortgage obligations. 27 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Investment in County Treasury - The District is considered to be an involuntary participant in an external investment pool as the District is required to deposit all receipts and collections of monies with their County Treasurer (Education Code Section 41001). The fair value of the District's investment in the pool is reported in the accounting financial statements at amounts based upon the District's pro-rata share of the fair value provided by the County Treasurer for the entire portfolio (in relation to the amortized cost of that portfolio). The balance available for withdrawal is based on the accounting records maintained by the County Treasurer, which is recorded on the amortized cost basis. General Authorizations Limitations as they relate to interest rate risk, credit risk, and concentration of credit risk are indicated in the schedules below: Authorized Investment Type Local Agency Bonds, Notes, Warrants Registered State Bonds, Notes, Warrants U.S. Treasury Obligations U.S Agency Securities Banker's Acceptance Commercial Paper Negotiable Certificates of Deposit Repurchase Agreements Reverse Repurchase Agreements Medium-Term Notes Mutual Funds Money Market Mutual Funds Mortgage Pass-Through Securities County Pooled Investment Funds Local Agency Investment Fund (LAIF) Joint Powers Authority Pools Maximum Remaining Maturity 5 years 5 years 5 years 5 years 180 days 270 days 5 years 1 year 92 days 5 years N/A N/A 5 years N/A N/A N/A Summary of Deposits and Investments Authorized Investment Type County Pool Investment Funds Maximum Remaining Maturity N/A 28 Maximum Percentage of Portfolio None None 100% None 40% 25% 30% None 20% of base 30<;:'0 20% 20% 20% None None None Maximum Percentage of Portfolio None Maximum Investment In One Issuer None None None None 30% 10% None None None None 10% 10% None None None None Maximum Investment In One Issuer N/A CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Deposits and investments as of June 30, 2005, consist of the following: Cash on hand and in banks Cash in revolving fund Cash with fiscal agent Cash awaiting deposit Investments Carrying Amount $ 4,861,553 65,985 20,352 432,204 124,168,016 $ 129,548,110 Interest Rate Risk Interest rate risk is the risk that changes in market interest rates will adversely affect the fair value of an investment. Generally, the longer the maturity of an investment, the greater the sensitivity of its fair value to changes in market interest rates. The District manages its exposure to interest rate risk by purchasing a combination of shorter term and longer term investments and by timing cash flows from maturities so that a portion of the portfolio is maturing or coming close to maturity evenly over time as necessary to provide the cash flow and liquidity needed for operations. W eighted Average Maturity The District monitors the interest rate risk inherent in its portfolio by measuring the weighted average maturity of its portfolio. Information about the weighted average maturity ofthe District's portfolio is presented in the following schedule: Total Fair Value $ 424,502 123,842,509 $ 124,267,011 Weighted Average Maturity In Years N/A 0.93 Investment Type Notes, mortgages, and contracts County Pool 29 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Credit Risk Credit risk is the risk that an issuer of an investment will not fulfill its obligation to the holder of the investment. This is measure by the assignment of a rating by a nationally recognized statistical rating organization. Presented below is the minimum rating required by the California Government Code, the Districts' investment policy, or debt agreements, and the actual rating as of the year-end for each investment type. Minimum Not Required Fair Legal To Be Rating as of Year End Investment Type Value Rating Rated AAA Aa Unrated - Notes, mortgages, and contracts $ 424,502 None $ $ $- $ 424,502 County Pool 123,842,509 None 123,842,509 Total $ 124,267,011 $ $ $ $- $ 124,267,011 Concentration of Credit Risk The investment policy of the District contains no limitations on the amount that can be invested in anyone issuer beyond the stipulated by the California Government code. The District does not have investments in anyone issuer that represent five percent or more of the total investments. Custodial Credit Risk - Deposits This is the risk that in the event of a bank failure, the District's deposits may not be returned to it. The District does not have a policy for custodial credit risk. As of June 30, 2005, $6,128,000 of the District's bank balance of $6,643,000 was uninsured and collateralized with securities held by the pledging financial institution's trust department or agent, but not in the name of the District. Custodial Credit Risk - Investments This is the risk that, in the event of the failure ofthe counterparty, the District will not be able to recover the value of its investments or collateral securities that are in possession of an outside party. The District does not have this type of investment. 30 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 NOTE 3 - ACCOUNTS RECEIVABLE Receivables for the District consisted primarily of intergovernmental grants, entitlements, interest, and other local sources. The accounts receivable are as follows: 2005 Federal Government Categorical aid State Government Apportionment Categorical aid Lottery Local Government Interest Student receivables Other local sources Total $ 588,638 3,052,901 283,715 931,335 747,166 3,014,032 6,172,564 $ 14,790,351 Student receivables Less allowance for bad debt Student receivables, net $ 3,014,032 $ 3,014,032 31 2004 $ 837,107 72,442 2,034,043 7,220,096 $ 10,163,688 $ 2,284,043 (250,000) $ 2,034,043 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 NOTE 4 - CAPITAL ASSETS Capital asset activity for the District, including bookstore activity, for the fiscal year ended June 30, 2005, was as follows: Capital Assets Not Being Depreciated Land Construction in progress Total Capital Assets Not Being Depreciated Capital Assets Being Depreciated Buildings and improvements Furniture and equipment Total Capital Assets Being Depreciated Total Capital Assets Less Accumulated Depreciation Buildings and improvements Furniture and equipment Total Accumulated Depreciation Net Capital Assets Depreciation expense for the year was $2,522,310. Balance Balance Beginning End of Year Additions Deductions of Year $ 2,087,458 $ $ $ 2,087,458 2,728,267 14,725,376 357,583 17,096,060 4,815,725 14,725,376 357,583 19,183,518 85,330,480 14,510,337 99,840,817 104,656,542 1,864,281 486,779 2,351,060 17,076,436 87,194,761 14,863,155 102,057,916 121,241,434 133,961 133,961 491,544 23,375,090 11,389,747 34,764,837 1,618,085 904,225 2,522,310 24,993,175 12,293,972 37,287,147 $ 69,891,705 $14,554,126 $ 491,544 $ 83,954,287 32 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 Capital asset activity for the District, including bookstore activity, for the fiscal year ended June 30, 2004, was as follows: Balance Balance Beginning End of Year Additions Deductions of Year $ 2,087,458 $ $ $ 2,087,458 734,998 1,993,269 2,728,267 2,822,456 1,993,269 4,815,725 Capital Assets Not Being Depreciated Land Construction in progress Total Capital Assets Not Being Depreciated Capital Assets Being Depreciated Buildings Improvements Furniture and equipment Total Capital Assets Being Depreciated Total Capital Assets 60,938,422 23,117,479 13,670,642 97,726,543 100,548,999 Less Accumulated Depreciation Buildings and improvements Furniture and equipment Total Accumulated Depreciation 21,695,027 10,418,048 32,113,075 $ 68,435,924 $ 1,455,781 $ $ 69,891,705 Net Capital Assets Depreciation expense for the year was $2,651,762. NOTE 5 - INTERFUND TRANSACTIONS Operating Transfers 141,124 1,133,455 839,695 2,114,274 4,107,543 61,079,546 24,250,934 14,510,337 99,840,817 104,656,542 1,680,063 971,699 2,651,762 23,375,090 11,389,747 34,764,837 Operating transfers between District governmental funds are used to (1) move revenues from the fund that statute or budget requires to collect them to the fund that statute or budget requires to expend them, (2) move receipts restricted to debt service from the funds collecting the receipts to the debt service fund as debt service payments become due, and (3) use unrestricted revenues collected in the General Fund to finance various programs accounted for in other funds in accordance with budgetary authorizations. These operating transfers have been eliminated through consolidation within the entity-wide financial statements. 33 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 NOTE6-ACCOUNTSPAYABLE Accounts payable for the District consisted of the following: 2005 2004 Federal financial assistance $ 218,242 $ State categorical aid 3,776,898 1,053,576 Emollment fees 1,424,461 2,704,513 Total $ 5,419,601 $ 3,758,089 NOTE 7 - DEFERRED REVENUE Deferred revenue at consisted of the following: Federal financial assistance State categorical aid Emollment fees 2005 2004 $ 218,242 $ 3,776,898 1,053,576 1,424,461 2,704,513 $ 5,419,601 $ 3,758,089 Total NOTE 8 - LONG-TERM DEBT Long- Term Debt Summary The changes in the District's long-term obligations during the 2005 fiscal year consisted of the following: Balance Balance Beginning End Due in of Year Additions Deductions of Year One Year Bonds and Notes Payable General obligation bonds $ $ 100,000,000 $ $ 100,000,000 $ 6,665,000 Lease revenue bonds 5,590,000 145,000 5,445,000 150,000 Certificates of participation 3,355,000 3,355,000 Co-generation loan 670,185 670,185 Children center loan 270,000 270,000 60,000 Capital leases 110,491 60,688 49,803 23,597 Compensated absenses 2,059,827 401,983 1,657,844 Premiums, net of amortization 2,810,665 2,810,665 112,427 Total Long-Term Debt $12,055,503 $ 102,810,665 $4,632,856 $ 110,233,312 $ 7,011,024 34 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 The changes in the District's long-term obligations during the 2004 fiscal year consisted ofthe following: Balance Balance Beginning End Due in of Year Additions Deductions of Year One Year Bonds and Notes Payable Lease revenue bonds $ 5,735,000 $ $ 145,000 $ 5,590,000 $ 145,000 Certificates of participation 3,740,000 385,000 3,355,000 405,000 Co-generation loan 243,250 426,935 670,185 89,219 Compensated absences 2,090,407 72,896 103,476 2,059,827 Capital leases 180,788 70,297 110,491 58,092 Children center loan 300,000 30,000 270,000 30,000 Total Long-Term Debt $12,289,445 $ 499,831 $ 733,773 $ 12,055,503 $ 727,311 Description of Debt General obligation bonds were approved by a local election on March 2, 2004. The total amount approved by the voters was $498,000,000. At June 30, 2005, $100,000,000 had been issued and $100,000,000 was outstanding. Interest rates on the bonds are 2.000 to 5.125 percent. Payments on the general obligation bonds are paid by the Bond Construction Fund. The lease revenue bonds were issued in July 2002 in the amount of$5,735,000 for the purchase ofa building for the District offices. At June 30, 2005, $5,445,000 was outstanding. The bonds mature through August 2027 with interest rates ranging from 4.5% to 6.0%. Payments on the lease revenue bonds are paid by the Capital Outlay Projects Fund. The certificates of participation (COPs) were issued in December 1995 in the amount of$7,570,000 to finance the acquisition, construction, and installation of a bookstore at Chabot College, portable classrooms at Las Positas College, and an energy management system at both Colleges. The balance of the COPs was paid off as of June 30, 2005. The Co-Generation loans were issued in 2004 to finance energy efficient improvements to the District facilities. The balance of the loans was paid off as of June 30, 2005. The children's center loans were issued in 2003 in the amount of$300,000 interest free to finance the purchase and installation of relocatable child-care facilities on the Chabot College campus. At June 30, 2005, $270,000 was outstanding. The loans mature through December 2012. Payments of the loans are paid by Child Development Fund. The District has utilized capital leases purchase agreements to purchase primarily equipment. The current lease purchase agreements in the amount of $49,803 will be paid through 2008. 35 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Debt Maturity General Obligation Bonds Issue Date 2004 Maturity Date 2029 Interest Original Rate Issue 2.000-5.125 $100,000,000 The bonds mature through 2029 as follows: Fiscal Year 2006 2007 2008 2009 2010 2011-2015 2016-2020 2021-2025 2026-2029 Total Lease Revenue Bonds Year Ending June 30, 2006 2007 2008 2009 2010 2011-2015 2016-2020 2021-2025 2026-2028 Total 36 Bonds Outstanding July 1,2004 $ Issued $ 100,000,000 Principal Interest Total $ 150,000 $ 242,202 $ 392,202 150,000 238,903 388,903 155,000 235,047 390,047 160,000 230,515 390,515 165,000 225,188 390,188 925,000 1,021,300 1,946,300 1,170,000 780,500 1,950,500 1,485,000 457,662 1,942,662 1,085,000 83,125 1,168,125 $ 5,445,000 $ 3,514,442 $ 8,959,442 Principal $ 6,665,000 7,380,000 2,155,000 2,230,000 2,310,000 13,030,000 16,425,000 21,210,000 28,595,000 $ 100,000,000 Redeemed $ Interest to Maturity $ 4,355,173 4,208,838 4,037,013 3,971,238 3,903,138 18,027,063 14,598,663 9,952,719 3,844,375 $ 66,898,220 Bonds Outstanding June 30, 2005 $ 100,000,000 Total $ 11,020,173 11,588,838 6,192,013 6,201,238 6,213,138 31,057,063 31,023,663 31,162,719 32,439,375 $ 166,898,220 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Children's Center Loan Fiscal Year 2006 2007 2008 2009 2010 2011-2015 Total Principal $ 60,000 30,000 30,000 30,000 30,000 90,000 $ 270,000 Capital Leases The District has entered into various capital lease arrangements and has recorded capital assets with corresponding accumulated depreciation. The District's liability on lease agreements with option to purchase is summarized below: Year Ending June 30, 2006 2007 2008 Total Less: Amount Representing Interest Present Value of Minimum Lease Payments Lease Payment $ 26,325 20,071 7,593 53,989 4,186 $ 49,803 NOTE 9 - POSTEMPLOYMENT BENEFITS The District provides medical, dental, and vision insurance coverage, as prescribed in the various employee union contracts, to retirees meeting plan eligibility requirements. Eligible employees retiring from the District may become eligible for these benefits when the requirements are met. The eligibility requirement for employees participating in Public Employees' Retirement System (PERS) is a minimum age of 55 and a minimum ten years of continuous service with the District. Additional age and service criteria may be required. The eligibility requirement for employees participating in State Teachers' Retirement System (STRS) is a minimum age of 60 with five years of service, or age 50 with 30 years of service. In addition, the District also has minimum continuous service requirements for retirement that range from three years to ten years and varies by employee class. The District recognizes expenditures for these post-employment health benefits on a pay as you go basis. 37 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 The District offers subsidized health insurance benefits to all employees who retire from the District and meet the age and serviced requirement for eligibility. Group medical coverage is provided for academic retirees hired on or after April 1, 1986 and classified retirees hired on or after July 1, 1984. Such benefits are required through the District's union contracts. The amount of the District's contribution per employee towards such annual premiums is determined according to the collective bargaining agreements. The District recognizes the costs of providing those benefits and related costs when paid. Active plan participants at June 30, 2005 totaled 290. Payments for retired employees totaled $2,593,725 for the year ended June 30, 2005 and were recorded as expenses. The District partially funds the Accumulated Postretirement Benefit Obligation ("APBO"), which is defined as the present value of the projected benefits that have already been earned. Based on an actuarial study performed in 2005 (the most recent available), the APBO was estimated to be approximately $81.4 million. Funds set aside for funding purposes were $2,829,914 at June 30,2005. NOTE 10 - RISK MANAGEMENT Property and Liability The District is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. During fiscal year ending June 30, 2005, the District contracted with the Alameda County Schools Insurance Group (ACSIG) for workers' compensation and Statewide Association of Community Colleges (SW ACe) for property and liabilities insurance coverage. Settled claims have not exceeded this commercial coverage in any of the past three years. There has not been a significant reduction in coverage from the prior year. Workers' Compensation For fiscal year 2004-2005, the District participated in the Alameda County Schools Insurance Group Joint Powers Authority (JP A), an insurance purchasing pool. The District is self insured for the first $1,000,000 of each workers' compensation claim. The intent of the JP A is to achieve the benefit of a reduced premium for the District by virtue of its grouping and representation with other participants in the JP A. The workers' compensation experience of the participating districts is calculated as one experience, and a common premium rate is applied to all districts in the JP A. Each participant pays its workers' compensation premium based on its individual rate. Total savings are then calculated and each participant's individual performance is compared to the overall saving. A participant will then either receive money from or be required to contribute to the "equity- pooling fund." This "equity pooling" arrangement insures that each participant shares equally in the overall performance of the JP A. Participation in the JP A is limited to K -12 and community college districts that can meet the JP A's selection criteria. NOTE 11 - EMPLOYEE RETIREMENT SYSTEMS Qualified employees are covered under multiple-employer contributory retirement plans maintained by agencies of the State of California. Certificated employees are members of the State Teachers' Retirement System (STRS) and classified employees are members of the California Public Employees' Retirement System (CalPERS). 38 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 STRS Plan Description All certificated employees and those employees meeting minimum standards adopted by the Board of Governors of the California Community Colleges and employed 50 percent or more of a full-time equivalent position participate in the Defined Benefit Plan (DB Plan). Part-time educators hired under a contract ofless than 50 percent or on an hourly or daily basis without contract may elect membership in the Cash Balance Benefit Program (CB Benefit Program). Since January 1, 1999, both of these plans have been part of the State Teachers' Retirement Plan (STRS), a cost-sharing, multiple-employer contributory public employee retirement system. The State Teachers' Retirement Law (Part 13 of the California Education Code, Section 22000 et seq.) established benefit provisions for STRS. Copies of the STRS annual financial report may be obtained from the STRS Executive Office, 7667 Folsom Boulevard, Sacramento, California 95851. The STRS, a defined benefit pension plan, provides retirement, disability, and death benefits, and depending on which component of the STRS the employee is in, post-retirement cost-of-living adjustments may also be offered. Employees in the DB Plan attaining the age of 60 with five years of credited California service (service) are eligible for "normal" retirement and are entitled to a monthly benefit of two percent of their final compensation for each year of service. Final compensation is generally defined as the average salary earnable for the highest three consecutive years of service. The plan permits early retirement options at age 55 or as early as age 50 with at least 30 years of service. While early retirement can reduce the two percent age factor used at age 60, service of 30 or more years will increase the percentage age factor to be applied. Disability benefits are generally the maximum of 50 percent of final compensation for most applicants. Eligible dependent children can increase this benefit up to a maximum of 90 percent of final compensation. After five years of credited service, members become 100 percent vested in retirement benefits earned to date. If a member's employment is terminated, the accumulated member contributions are refundable. The features of the CB Benefit Program include immediate vesting, variable contribution rates that can be bargained, guaranteed interest rates, and flexible retirement options. Participation in the CB Benefit Program is optional; however, if the employee selects the CB Benefit Program and their basis of employment changes to half time or more, the member will automatically become a member of the DB Plan. Funding Policy Active members ofthe DB Plan are required to contribute eight percent of their salary while the District is required to contribute an actuarially determined rate. The actuarial methods and assumptions used for determining the rate are those adopted by the STRS Teachers' Retirement Board. The required employer contribution rate for fiscal year 2004-2005 was 8.25 percent of annual payroll. The contribution requirements of the plan members are established by State statute. The CB Benefit Program is an alternative STRS contribution plan for instructors. Instructors who choose not to sign up for the DB Plan or FICA may participate in the CB Benefit Program. The District contribution rate for the CB Benefit Program is always a minimum of four percent with the sum of the District and employee contribution always being equal or greater than eight percent. Annual Pension Cost The District's total contributions to STRS for the fiscal years ended June 30, 2005, 2004, and 2003, were $2,209,252, $2,128,103, and $2,020,423, respectively, and equal 100 percent of the required contributions for each year. The State of California may make additional direct payments for retirement benefits to the STRS on 39 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 behalf of all community colleges in the State. The revenue and expenditures associated with these payments, if any, have not been included in these financial statements. CalPERS Plan Description All full-time classified employees participate in the CalPERS, an agent multiple-employer contributory public employee retirement system that act as a common investment and administrative agent for participating public entities within the State of California. The Chabot-Las Positas Community College District is part of a "cost- sharing" pool with CalPERS. Employees are eligible for retirement as early as age 50 with five years of service. At age 55, the employee is entitled to a monthly benefit of 2.0 percent of final compensation for each year of service credit. Retirement compensation is reduced if the plan is coordinated with Social Security. Retirement after age 55 will increase the percentage rate to a maximum of2.5 percent at age 63 with an increased rate. The plan also provides death and disability benefits. Retirement benefits fully vest after five years of credited service. Upon separation from the Fund, members' accumulated contributions are refundable with interest credited through the date of separation. The Public Employees' Retirement Law (Part 3 of the California Government Code, Section 20000 et seq.) establishes benefit provisions for CalPERS. CalPERS issues a separate comprehensive annual financial report that includes financial statements and required supplementary information. Copies of the CalPERS annual financial report may be obtained from the CalPERS Executive Office, 400 P Street, Sacramento, California 95814. Funding Policy Active plan members are required to contribute seven percent of their salary (seven percent of monthly salary over $133.33 if the member participates in Social Security), and the District is required to contribute an actuarially determined rate. The actuarial methods and assumptions used for determining the rate are those adopted by the CalPERS Board of Administration. The District's contribution rate to CalPERS for fiscal year 2004-2005 was 9.952 percent of annual payroll. Annual Pension Cost The District's contributions to CalPERS for fiscal years ending June 30, 2005, 2004, and 2003, were $1,496,120, $1,799,316, and $393,590, respectively, and equaled 100 percent of the required contributions for each year. On Behalf Payments The State of California makes contributions to STRS and CalPERS on behalf of the District. These payments consist of State General Fund contributions to STRS which amounted to $1,602,783 (4.517 percent) of salaries subject to STRS. A contribution to CalPERS was not required for the year ended June 30, 2005. These amounts have been reflected in the consolidated financial statements as a component of nonoperating revenue and employee benefit expense. 40 CHABOT -LAS POSIT AS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 Deferred Compensation The District offers its employees a CalPERS administered 457 Deferred Compensation Program (the Program). The Program, available to all permanent employees, permits them to defer a portion of pre-tax salary into investment of an individual's own choosing until future years. The deferred compensation is not available to the employees or their beneficiaries until termination, retirement, death, or an unforeseeable emergency. The CalPERS Board controls the investment and administrative functions of the CalPERS 457 Deferred Compensation Program. The Board for the exclusive benefit of participating employees, which adds security, holds the assets in trust. NOTE 12 - COMMITMENTS AND CONTINGENCIES Grants The District receives financial assistance from Federal and State agencies in the form of grants. The disbursement of funds received under these programs generally requires compliance with terms and conditions specified in the grant agreements and are subject to audit by the grantor agencies. Any disallowed claims resulting from such audits could become a liability of the General Fund or other applicable funds. However, in the opinion of management, any such disallowed claims will not have a material adverse effect on the overall financial position of the District at June 30,2005. Litigation The District is involved in various litigation arising from the normal course of business. In the opinion of management and legal counsel, the disposition of all litigation pending is not expected to have a material adverse effect on the overall financial position of the District at June 30, 2005. Construction Commitments As of June 30, 2005, the District had the following commitments with respect to the unfinished capital projects: CAPITAL PROJECT Multi-Disciplinary Building - Las Positas P.E. Building - Phase I - Las Positas Gateway Computers - Districtwide Other Projects - Districtwide Remaining Construction Commitment $ 14,864,357 1,344,504 377,502 1,259,363 $ 17,845,726 Expected Date of Completion 12/31/07 06/30/06 06/30/06 06/30/06 The projects are funded through a combination of general obligation bonds and capital project apportionments from the State Chancellor's Office. 41 CHABOT-LAS POSIT AS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2005 AND 2004 NOTE 13 - P ARTICIP A TION IN PUBLIC ENTITY RISK POOLS AND JOINT POWERS AUTHORITIES The District is a member of the Alameda County Schools Insurance Group Joint Powers Authority JPAs. The District pays annual premiums for its workers' compensation and dental insurance coverage. The relationship between the District and the JP A is such that it is not a component unit of the District for financial reporting purposes. The JP As have budgeting and financial reporting requirements independent of member units and their financial statements are not presented in these financial statements; however, transactions between the JP As and the District are included in these statements. Audited financial statements are available from the respective entities. The District's share of year-end assets, liabilities, or fund equity has not been calculated. During the year ended June 30, 2005, the District made payments of $822,096 and $788,235 to Alameda County Schools Insurance Group for its workers' compensation and dental insurance coverage, respectively. The District . also paid $497,496 to Statewide Association of Community Colleges for property and liability insurance. NOTE 14 - FUNCTIONAL EXPENSES In accordance with requirements set forth by the California State Chancellor's Office, the District reports operating expenses by object code. Operating expenses by functional classification are as follows: Year ended June 30, 2005: Supplies, Material, and Equipment, Employee Other Expenses Maintenance, Salaries Benefits and Services and Repairs Depreciation Total Instructional activities $ 33,072,673 $ 9,949,148 $ 1,275,387 $ 314,655 $ $ 44,611,863 Academic support 2,654,270 777,570 313,454 3,745,294 Student services 7,069,448 1,917,458 5,386,846 74,729 14,448,481 Plant operations and maintenance 3,154,399 1,290,411 2,409,052 22,168 6,876,030 Instructional support services 8,994,703 3,608,749 6,232,675 402,629 19,238,756 Community services and economic development 579,059 \12,519 224,060 3,106 918,744 Ancillary services and auxiliary operations 1,245,852 386,211 1,225,165 16,972 2,874,200 Student aid 9,194,992 9,194,992 Physical property and related acquisitions 8,563 1,796,110 1,137,058 2,941,731 Unallocated depreciation 2,522,310 2,522,310 Total $ 56,778,967 $ 18,042,066 $ 28,057,741 $ 1,971,317 $ 2,522,310 $ 107,372,401 42 CHABOT -LAS POSIT AS COMMUNITY COLLEGE DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 2005 AND 2004 Year ended June 30, 2004: Supplies, Material, and Employee Other Expenses Salaries Benefits and Services Depreciation Total Instructional activities $ 29,924,640 $ 5,912,007 $ 1,995,368 $ $ 37,832,015 Academic support 2,506,925 722,785 318,511 3,548,221 Student services 6,615,446 1,756,904 8,523,022 16,895,372 Plant operations and maintenance 4,532,539 1,648,932 2,674,663 8,856,134 Instructional support services 6,978,133 2,249,832 2,653,223 11,881,188 Community services and economic development 524,867 87,963 369,034 981,864 Ancillary services and auxiliary operations 3,095,336 1,053,150 4,767,653 8,916,139 Physical property and related acquisitions 2,905,728 2,905,728 Un allocated depreciation 2,651,762 2,651,762 Total $ 54,177,886 $ 13,431,573 $ 24,207,202 $ 2,651,762 $ 94,468,423 43 SUPPLEMENTARY INFORMATION 44 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT DISTRICT ORGANIZATION JUNE 2005 The Chabot-Las Positas Community College District was established on July 1, 1961, and is comprised of an area of approximately 588 square miles located in Alameda County. There were no changes in the boundaries of the District during the current year. BOARD OF TRUSTEES MEMBER OFFICE TERM EXPIRES Barbara Mertes Presi dent/Trustee 2008 Gary R. Craig Secretary /T rustee 2006 Dobie Gelles Trustee 2006 Arnu1fo Cedillo Trustee 2008 Isobel Dvorsky Trustee 2006 Alison Lewis Trustee 2008 Carol Vecchiarelli Trustee 2008 ADMINISTRATION Dr. Susan A. Cota Mr. Roy V. Stutzman Chancellor Vice Chancellor, Business Services 45 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE YEAR ENDED JUNE 2005 Federal GrantorlPass- Through GrantorlProgram or Cluster Title U.S. DEPARTMENT OF AGRICULTURE Pass Through Programs From: California State Department of Education Child and Adult Care Food Program The National Youth Sports Program Fund - Summer Food Service Program for Children Best Practices Grant - Nutrition Services Total U.S. Department of Agriculture U.S. DEPARTMENT OF LABOR Pass Through Programs From: County of Alameda Workforce Investment Board Workforce Investment Act (WIA Title Iill Total U.S. Department of Labor National Science Foundation Mathematical and Physical Sciences U.S. DEPARTMENT OF EDUCATION Student Financial Aid Cluster [I] Federal Supplemental Eduational Opportunity Grant Program (FSEOG) Federal Family Education Loans (FFEL)[2] Federal College Work Study Program (FWS) Federal Pell Grant Program (PELL) Total Student Financial Aid Cluster Higher Education - Institutional Aid Child Care Access Means Parents in School Subtotal Direct Programs Pass Through Programs From: California Community Colleges Chancellor's Office Vocational Education - Basic Grants to States Alameda County PIC Job Training Partnership Agreement Tech-Prep Education Subtotal Pass Through Programs Total U.S. Department of Education U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES Pass Through Programs From: California Community Colleges Chancellor's Office Temporary Assistance for Needy Families (T ANF) The National Youth Sports Program Fund- Community Services Block Grant - Discretionary Awards California Department of Education Parent 1nfantfToddler Caregivers (PITC) Child, Family & Community Services - Head Start Child, Family & Community Services - Community Action to Reach Out to Infants (CARl) Program Total U.S. Department of Health and Human Services Total Expenditures of Federal Awards [I] Tested as a major program [2] Amount not included in these financial statements [3] Pass-Through Entity IdentifYing Number not available See accompanying note to supplementary information. 46 17.259 C95-0l87 87,631 17.262 C95-0 187 428,473 516,104 47.049 [3] 67,797 Federal CFDA Number 10.558 10.559 10.574 Pass-Through Entity IdentifYing Number 01-2962-1A 01-2962-IA [3] 84.007 [3 ] 84.032 [3] 84.033 [3 ] 84.063 [3 ] 84.031 [3 ] 84.335 [3] 84.048 84.243 01-C01-007 C95-0187 Federal Expenditures $ 96,231 19,756 9,500 125,487 210,871 1,404,720 263,867 7,702,900 9,582,358 196,756 33,276 9,812,390 513,535 999 514,534 10,326,924 93.558 [3] 60,046 93.570 [3] 53,348 93.575 [3] 155,259 93.600 [3] 675,296 93.658 C95-0 187 27,000 970,949 $ 12,007,261 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT SCHEDULE OF EXPENDITURES OF STATE AWARDS FOR THE YEAR ENDED JUNE 2005 Program Revenues Total Cash Accounts Accounts Deferred Total Program Program Received Receivable Payable Revenue Revenue Expenditures Lottery (Prop 20) $ 216,145 $ 96,220 $ $ 21,316 $ 291,049 $ 291,049 EOPS 819,478 819,478 843,855 DSPS 1,111,282 1,111,282 1,114,431 T ANF, State Share 19,746 480 19,266 19,265 CalWorks 252,775 252,775 250,676 TTIP 425,033 244,684 180,349 180,349 CARE 126,241 126,241 123,918 BF AP Financial Aid Admin 676,463 676,463 676,462 Matriculation 870,539 870,539 920,275 Faculty & Staff Development 1,124 600 524 524 Faculty & Staff Diversity 33,582 33,582 33,582 Instructional Equipment 535,162 289,465 245,697 245,721 Instructional Equipment -Block Grant 407,960 382,056 25,904 25,904 Foster Care, CC 74,033 41,529 115,562 115,562 Child Development Training Consort, CC 21,627 100 388 21,339 21,339 Child Development Training Consort, LPC 6,175 6,259 12,434 12,435 Foster Care, LPC 65,597 30,251 95,848 95,848 CARl Pre-Training, CC 3,770 3,770 3,770 CAN Grant, CC 5,000 5,000 5,000 TRDP, Americorps 02-03 31,669 (31,669) TRDP, Americorps 03-04 15,217 15,217 15,001 TRDP, Americorps 04-05 24,568 24,568 24,568 West Ed Personnel Prep Grant 2,112 2,888 1,558 3,442 3,442 CAN Grant, LPC 5,000 5,000 4,111 Workability III 57,650 21,154 78,804 78,804 AA Nursing 50,392 22,830 27,562 CACFP Food Program 1,506 1,506 1,506 State PreschoollPart Day 271,544 271 ,544 290,874 State Preschool/Wrap Around 312,990 312,990 287,888 Tri Cities Children's Center Grant 208,948 21,539 230,487 339,368 State Food Program 6,535 474 7,009 16,711 State Preschool Material Grant 2,198 2,198 2,128 CDE Facility Repair, 04-05 11,717 CDE Resource Grant, 04-05 2,048 2,048 1,981 ECC Quality Improvement Grant 10,000 10,000 6,553 Subtotal $ 6,579,139 $ 283,715 $ 54,979 $ 940,067 $ 5,867,808 $ 6,064,617 See accompanying note to supplementary information. 47 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT SCHEDULE OF WORKLOAD MEASURES FOR STATE APPORTIONMENT ANNUALIZED ATTENDANCE AND ANNUAL APPRENTICESHIP HOURS OF INSTRUCTION FOR THE YEAR ENDED JUNE 2005 Reported Data CA TEGORIES A. Credit Full-Time Equivalent Student (FTES) 1. Summer 2. Weekly census 3. Daily census 4. Actual hours of attendance 5. Independent study/work experience Subtotal 1,551 12,055 1,370 490 665 16,131 B. Noncredit FTES 1. Summer 2. Actual hours of attendance 3. Independent study/work experience Subtotal Total FTES 59 527 586 16,717 C. Basic Skills Courses 1. Credit 2. Noncredit Total Basic Skills FTES D. FTES Generated in Leased Space E. Gross Square Footage 1. Existing facilities 2. New facilities Total Gross Square Footage Schedule of Annual Apprenticeship Hours of Instruction Reported Data July 1 - December 31,2004 January 1 - April 15, 2005 April 16 - June 30, 2005 Total 26,174 946 27,120 See accompanying note to supplementary information. 48 Audit Adjustments Audited Data 1,551 12,055 1,370 490 665 16,131 59 527 586 16,717 1,356 1,356 550 844,656 844,656 Audit Adjustments Audited Data 26,174 946 27,120 CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT RECONCILIATION OF ANNUAL FINANCIAL AND BUDGET REPORT WITH FUND FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 2005 Associated Child Student General Development Trusts FUND BALANCE Balance, June 30, 2005, (CCFS-311) $ 14,170,280 $ 146,984 $ 1,193,957 Decrease in: Due to other funds (113,399) Accounts payable 336,604 Revenue (98,827) Increase in: Accounts receivable 89,208 Due from other funds 8,144 Balance, June 30, 2005, Fund Financial Statement $ 14,401,629 $ 236,192 $ 1,095,130 See accompanying note to supplementary information. 49 CHABOT-LAS POSIT AS COMMUNITY COLLEGE DISTRICT NOTE TO SUPPLEMENTARY INFORMATION JUNE 30, 2005 _.......""'""':w__"_'-~"'_,.,.,"'......_,..,.,....."""'_>Y"'""'*""_"'_=,...,....._~~'___~ NOTE 1 - PURPOSE OF SCHEDULES Schedule of Expenditures of Federal Awards The accompanying schedule of expenditures of Federal awards includes the Federal grant activity of the District and is presented on the modified accrual basis of accounting. The information in this schedule is presented in accordance with the requirements of the United States Office of Management and Budget Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements. Schedule of Expenditures of State Awards The accompanying schedule of expenditures of State awards includes the State grant activity ofthe District and is presented on the modified accrual basis of accounting. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements. Schedule of Workload Measures for State Apportionment Annualized Attendance and Annual Apprenticeship Hours of Instruction Full-Time Equivalent Students (FTES) is a measurement of the number of pupils attending classes of the District. The purpose of attendance accounting from a fiscal standpoint is to provide the basis on which apportionments of State funds are made to community college districts. This schedule provides information regarding the attendance of students throughout the District. Reconciliation of Annual Financial and Budget Report with Fund Financial Statements This schedule provides the information necessary to reconcile the fund balance of all funds reported on the Form CCFS-311 to the fund financial statements. 50 INDEPENDENT AUDITORS' REPORTS 51 ATTACHMENT D CHABOT-LAS POSITAS COMMUNITY COLLEGE DISTRICT January 16, 2007 Agenda Item: 5.13 Subject: Approval of Request for Funding Assistance from the City of Dublin - Community Group Organization Funding Background: The Tri- Valley One-Stop Career Center is mainly funded by the Alameda County Workforce Investment Board (WID), with a current program budget of$373,712 for the 2006- 2007 budget year. This represents a 27.435% reduction compared to the previous budget year. In order to continue operating a successful One-Stop program, the Tri-Valley One-Stop Career Center relies on additional funding sources. Weare therefore seeking grant funding assistance from various local community groups. Recommended Action: That the Board of Trustees approve the request for Funding Assistance from the City of Dublin - Community Group Organization Funding on behalf of the Tri- Valley One-Stop Career Center in the amount of$15,000. ~(!r- //~,o7 Submitted: Lor 0 LegaspilDate ~- f1- ~ ~/t17 Approved: Susan A. Cota/Date DISAPPROVED TABLED APPROVED .<"' ATTACHMENT E ~ SWACC Statewide Association of Comm Colleges MEMORANDUM #: SWC01500-06 MEMORANDUM OF COVERAGE DECLARATIONS I. COVERED PARTY NAME AND ADDRESS Chabot-Las Positas Comm. College Dist. 5020 Franklin Drive Pleasanton, CA 94588 II. MEMORANDUM PERIOD: 12:01 A.M. July 1, 2006 to July 1, 2007 III. COVERAGE A LIABILITY Per Occurrence, . (Except as Follows) $ 5,000,000 per ace. A. Legal Expense for Employee Benefit Programs $ 50,000 per oce. B. Legal Expense for Breach Of Contract, Except Employment Contracts $ 50,000 per Dec. C. Asbestos Claims, including Legal Expense, Indemnification or Both $ 50,000 per ace. EXCESS LIABILITY - SAFER IF A Total SAFER Annual Aggregate for all SAFER membership $ 4,000,000 per ace. $ 21,620,000 IV. COVERAGE B PROPERTY Per Occurrence, $ 250,000,000 per ace. A. Construction and/ or Installation (If Endorsed) $ 10,000,000 per ace. 10,000,000 per ace. B. Sprinkler Leakage Damage caused by Earthquake $ Keenan & Associates License No. 0451271 SW ACC 1 Confidential - Client use only 2006/2007 Run By: JH Run Date: 10/10/2006 ." ATTACHMENT E PIPS The Protected Insurance Program for Schools JPA MEMORANUM # PIPS 00301-01 MEMORANDUM OF COVERAGE DECLARATIONS 1. Covered Party Name and Address: Administrator's Name and Address: Chabot-Las Positas Comm. College Dist. 5020 Franklin Drive Pleasanton, CA 94588 Keenan & Associates P.O. Box 4328 Torrance, CA 90510 License # 0451271 Attn: Mr. Stan Dobbs 2. Memorandum Period: July 1, 2006 12:01 AM to July 1, 2007 12:01 AM 3. Covered States: California 4. Employer's Liability Limits: (a) E.L. Each Accident (b) E.L. Disease - EA Employee (c) E.L. Disease - Coverage Limit $ 1,000,000.00 $ 1,000,000.00 $ 1,000,000.00 5. Description of Business Operation and Contribution Classification of Operation Public School District and All Operations Incidental Thereto Estimated Annual Payroll $ 56,546,177 Rate per $100 Estimated Annual of Payroll Contribution $ 1.391 $ 786,558 6. Contribution Adjustment Period: 12 Months This Memorandum of Coverage Declarations is attached and made an integral part of the Memorandum of Coverage. For The Protected Insurance Program for Schools ,,,"'~"'~,,,.,,, BY ".-"'""_! \. ,\ ' ..",L~,",,,,.,.,::,"._ 07/01/06 Protected Insurance Program for Schools, Manager Issue Date Keenan & Associates License #0451271 Rev. 5/05/06 Confidential Client Use Only Attachment F City of Dublin Fiscal Year 2007-2008 Application for Funds ApPLICATION VERIFICATION I attest that the information contained in this FY 2007-2008 grant application is accurate and that the funds requested will not supplant any other monies secured by the organization. Attached is a resolution, letter, or other document providing evidence that the Board of Directors approved the application as submitted. Successful applicants are required to submit a summary report as soon as possible after submitting the reimbursement request, but not later than August 30,2008. Failure to submit a report will result in ineligibility for future funding. Signatures: ~"t%~~ ~ar n Halliday'" Executive Director f~~7 ; ate ,~4.~ " //~(p/or Date Dr. Arnulfo Cedillo Board President/Chairperson SECTION 2 Page 19 of24 Attachment G City of Dublin Fiscal Year 2007-2008 Application for Funds COLLABORATION AGENCY AFFIDAVIT FORM o This form is to be completed by each collaborating organization as named by the applicant agency in the proposed project/program. o Completed forms must be submitted at time of application. Collaborating Agency Name: Alameda ('mmty T.; brary Agency Division/Department: f)llh 1 in 'Rrrln{"'h Project/Program Title: City of Dublin-Employment & Traininq Services ~ri Vrlllpy Onp STOp rrlrppr career development related to City of Dublin residents facility space, Agency Project/Program Contact Person Lee Jouthas Title D'lblin Library Mrlna!}E',(" Phone q? ") R 0 1 7? F. F. Email ljollthoc::@aclibrary or!} I attest that the applicant agency and our organization agree to work collaboratively to implement the proposed project/program as identified in the FY 2007-2008 funding application. Q, "',""'- I. 'v-rr- '. .I-",,/~ /A-.l.'.A.k ~rY\_ Executive Diret10Y I Date 1/)-4/ )_(5D7 I t ~'''''~'~l" ", ->-~. ,( ~.....L-" .:.~A;[_t1..~ Project/Prog~ Contact Person Date SECTION 2 Page 12 of 16