Standard III.D: Financial Resources
| Click on a link to see the evidence for Standard II.C | |
|---|---|
| III.D.1 | III.D.9 |
| III.D.2 | III.D.10 |
| III.D.3 | III.D.11 |
| III.D.4 | III.D.12 |
| III.D.5 | III.D.13 |
| III.D.6 | III.D.14 |
| III.D.7 | III.D.15 |
| III.D.8 | III.D.16 |
| III.D.1 Evidence | |
|---|---|
| III.D.1.1 | SLOCCCD Budget Assumptions and Criteria for 2018-2019 Budget, pp. 6-10 |
| III.D.1.2 | Multiyear Projections, 2018-2019 Budget, pp. 29-30 |
| III.D.1.3 | SLOCCCD Annual Grant Report 2018-2019 |
| III.D.1.4 | SLOCCCD 311A Master Report 2018-2019 |
| III.D.1.5 | SLOCCCD Integrated Planning Manual 2019, pp. 21-25 |
| III.D.1.6 | SLOCCCD Integrated Planning Manual 2019, pp. 26-28 |
| III.D.1.7 | Board Policy 6200 Budget Preparation |
| III.D.1.8 | Board Policy 6250 Budget Management |
| III.D.1.9 | Board of Trustees Minutes, May 6, 2020, p. 4 |
| III.D.1.10 | Board of Trustees Minutes, February 5, 2020, p. 2 |
| III.D.1.11 | Planning and Budget Committee Minutes, May 19, 2020, pp. 3-5 |
| III.D.1.12 | Board of Trustees Minutes, March 6, 2019, p. 2 |
| III.D.1.13 | SLOCCCD Annual Financial Report, June 30, 2018, pp. 2-4 |
| III.D.2 Evidence | |
|---|---|
| III.D.2.1 | Cuesta College Mission Statement Webpage |
| III.D.2.2 | SLOCCCD Integrated Planning Manual 2017, p. 5 |
| III.D.2.3 | SLOCCCD Facilities Master Plan 2016-2020, p. 6 |
| III.D.2.4 | SLOCCCD Annual Budget 2019-2020, p. 1 |
| III.D.2.5 | Integrated Program Planning and Review 2019 Worksheet Screenshot |
| III.D.2.6 | Cuesta College Resource Allocation Rubric |
| III.D.2.7 | Board Policy 6200 Budget Preparation |
| III.D.2.8 | Board Policy 6250 Budget Management |
| III.D.2.9 | SLOCCCD Budget Timeline 2020-2021 |
| III.D.2.10 | Opening Day Program Spring 2018 |
| III.D.2.11 | Planning and Budget Committee Minutes, January 21, 2020 |
| III.D.2.12 | Board of Trustees Minutes, June 3, 2020, p. 3 |
| III.D.2.13 | Cuesta College Budget Webpage |
| III.D.3 Evidence | |
|---|---|
| III.D.3.1 | SLOCCCD Integrated Planning Manual 2019, pp. 24-28 |
| III.D.3.2 | SLOCCCD Budget Timeline 20219-2020 |
| III.D.3.3 | Cuesta College Committee List 2019-2020 |
| III.D.3.4 | Planning and Budget Committee Minutes, January 29, 2019, pp. 3-5 |
| III.D.3.5 | Planning and Budget Committee Minutes, May 16, 2019, pp. 2-3 |
| III.D.3.6 | Board of Trustees Minutes September 7, 2018 |
| III.D.3.7 | SLOCCCD Integrated Planning Manual 2019, p. 24 |
| III.D.4 Evidence | |
|---|---|
| III.D.4.1 | SLOCCCD Integrated Planning Manual 2017, pp. 25-29 |
| III.D.4.2 | SLOCCCD Budget 2018-2019, pp. 4-13 |
| III.D.4.3 | SLOCCCD Final Budget 2018-2019, pp. 29-30 |
| III.D.4.4 | SLOCCCD 311A Master Report 2017-2018 |
| III.D.4.5 | Planning & Budget Committee Agenda, August 21, 2018, p. 1 |
| III.D.4.6 | Planning & Budget Committee Minutes, January 29, 2019, pp. 3-5 |
| III.D.4.7 | Board of Trustees Minutes February 6, 2019, p. 2 |
| III.D.4.8 | Cuesta College Resource Allocation Scoresheet 2018-2019 |
| III.D.4.9 | SLOCCCD Budget 2018-2019, p. 18 |
| III.D.4.10 | College and Career Access Pathways Agreement with Coast Unified School District 2019-2020 |
| III.D.4.11 | SLOCCCD Annual Grant Report 2018-2019 |
| III.D.4.12 | SLOCCCD Fiscal Services Federal Procedures and Guidelines Manual |
| III.D.4.13 | Signatory Authority Memo |
| III.D.4.14 | SLOCCCD Procurement Credit Card Handbook |
| III.D.4.15 | Short Term Temporary Hiring Process |
| III.D.4.16 | SLOCCCD Annual Financial Report 2017-2018 |
| III.D.5 Evidence | |
|---|---|
| III.D.5.1 | SLOCCCD Integrated Planning Manual 2019, pp. 24-28 |
| III.D.5.2 | Cuesta College Institution-Wide Cluster Plan 2018-2019 |
| III.D.5.3 | Cuesta College Resource Allocation Rubric |
| III.D.5.4 | Dr. Stearns’ Funding Memo to Planning and Budget Committee 2018-2019 |
| III.D.5.5 | Board of Trustees Agenda, October 2, 2019, p. 19 |
| III.D.5.6 | Board of Trustees Agenda, February 6, 2019, p. 1 |
| III.D.5.7 | Board of Trustees Agenda, June 19, 2019, p. 1 |
| III.D.5.8 | Board of Trustees Agenda Item, February 6, 2019 |
| III.D.5.9 | Board of Trustees Minutes, October 2, 2019, p. 19 |
| III.D.5.10 | Board of Trustees Agenda, December 11, 2019, p. 20 |
| III.D.5.11 | Board of Trustees Agenda, June 5, 2019, p. 25 |
| III.D.5.12 | Planning and Budget Agenda, October 1, 2019, p. 3 |
| III.D.5.13 | Planning and Budget April 30, 2019, p. 2 |
| III.D.5.14 | SLOCCCD Annual Financial Report 2018-2019 |
| III.D.6 Evidence | |
|---|---|
| III.D.6.1 | Independent Auditor’s Report 2017-2018 |
| III.D.6.2 | Quarterly Financial 4th Quarter Report 2017-2018 |
| III.D.6.3 | Standard and Poor’s Ratings Report, January 9, 2018 |
| III.D.6.4 | Moody’s SLOCCCD Credit Analysis Report, January 10, 2018 |
| III.D.6.5 | Cuesta College Resource Allocation Rubric |
| III.D.6.6 | SLOCCCD Budget Development 2020-2021, Budget Assumptions and Criteria |
| III.D.6.7 | SLOCCCD 311A Master Report 2018-2019 |
| III.D.6.8 | Full-Time Faculty Obligation Compliance Report, Fall 2019 |
| III.D.7 Evidence | |
|---|---|
| III.D.7.1 | Board of Trustees Agenda, January 4, 2017, p. 17 |
| III.D.7.2 | Board of Trustees Agenda, January 10, 2018, p. 23 |
| III.D.7.3 | Board of Trustees Agenda, January 9, 2019, p. 28 |
| III.D.7.4 | Cuesta College Fiscal Services Webpage |
| III.D.7.5 | SLOCCCD Annual Financial Report 2015-2016 |
| III.D.7.6 | SLOCCCD Annual Financial Report 2016-2017 |
| III.D.7.7 | SLOCCCD Annual Financial Report 2017-2018 |
| III.D.8 Evidence | |
|---|---|
| III.D.8.1 | Board of Trustees Minutes, January 9, 2019, p. 3 |
| III.D.8.2 | Cuesta College Fiscal Services Webpage |
| III.D.8.3 | Citizens’ Bond Oversight Committee Meeting Minutes Webpage |
| III.D.8.4 | Measure L Oversight Committee Webpage |
| III.D.8.5 | SLOCCCD Annual Financial Report 2017-2018 |
| III.D.8.6 | Comprehensive Program Planning and Review 2019-2020, Fiscal Services |
| III.D.8.7 | Annual Program Planning Worksheet 2018, Fiscal Services |
| III.D.8.8 | Fiscal Services Resource Plan Worksheet |
| III.D.8.9 | Fiscal Management Self-Assessment Checklist |
| III.D.9 Evidence | |
|---|---|
| III.D.9.1 | SLOCCCD Apportionment 2017-2018, Exhibit E |
| III.D.9.2 | Budget Transfer Analysis, October 29, 2018 |
| III.D.9.3 | SLOCCCD Board of Trustees Resolution Number 13-18 |
| III.D.9.4 | Board Policy 6200 Budget Preparation |
| III.D.9.5 | Board Policy 6250 Budget Management |
| III.D.9.6 | Quarterly Financial Status Report 311Q 2017-2018 |
| III.D.9.7 | Quarterly Financial Status Report 311Q 2016-2017 |
| III.D.9.8 | Quarterly Financial Status Report 311Q 2015-2016 |
| III.D.9.9 | Standard and Poor’s Ratings Report, January 9, 2018 |
| III.D.9.10 | SLOCCCD Annual Financial Report 2017-2018, pp. 52-53 |
| III.D.10 Evidence | |
|---|---|
| III.D.10.1 | Signature Authority Memo |
| III.D.10.2 | Board Policy 2305 Annual Organizational Meeting |
| III.D.10.3 | Board Policy 6100 Delegation of Authority |
| III.D.10.4 | Board Policy 6150 Delegation of Authorized Signatures |
| III.D.10.5 | Board Policy 6200 Budget Preparation |
| III.D.10.6 | Board Policy 6250 Budget Management |
| III.D.10.7 | Board Policy 6307 Debt Issuance Management |
| III.D.10.8 | Board Policy 6340.2 Signatures |
| III.D.10.9 | Board Policy 6400 Audits |
| III.D.10.10 | Cuesta College Fiscal Procedures and Guidelines Manual |
| III.D.10.11 | SLOCCCD Annual Financial Report 2018-2019 |
| III.D.10.12 | Standard and Poor’s Ratings Report, January 9, 2018 |
| III.D.10.13 | Moody’s SLOCCCD Credit Analysis Report, January 10, 2018 |
| III.D.10.14 | SLOCCCD Federal Awards Findings 2017-2018 |
| III.D.10.15 | Organizational Chart, Administrative Services |
| III.D.10.16 | SLOCCCD Grant Program Report 2017-2018 |
| III.D.10.17 | Board of Trustees Agenda, April 10, 2019, p. 21 |
| III.D.10.18 | Cuesta College Foundation Financial Statements, June 30, 2017 and 2016 |
| III.D.10.19 | Public Agency Retirement Services Information |
| III.D.10.20 | Public Agency Retirement Services Post-Employment Benefits Trust Fund Report, May 2020 |
| III.D.10.21 | Public Agency Retirement Services Post-Employment Benefits Trust Fund |
| III.D.11 Evidence | |
|---|---|
| III.D.11.1 | Multi-Year Budget Projections, 2019-2020 |
| III.D.11.2 | Planning and Budget Committee Minutes, May 6, 2019, p. 2 |
| III.D.11.3 | SLOCCCD Budget 2019-2020, pp. 28-29, 61 |
| III.D.11.4 | Separation Incentive Plan Execution Agreement |
| III.D.11.5 | Position Control Comparison of Filled Positions |
| III.D.11.6 | SLOCCCD Budget 2019-2020, pp. 41-43 |
| III.D.11.7 | Board Policy 6250 Budget Management |
| III.D.11.8 | Board of Trustees Study Session Brief |
| III.D.11.9 | SLOCCCD Budget 2019-2020, p. 27 |
| III.D.11.10 | Standard and Poor’s Ratings Report, January 9, 2018 |
| III.D.11.11 | Moody’s SLOCCCD Credit Analysis Report, January 10, 2018 |
| III.D.12 Evidence | |
|---|---|
| III.D.12.1 | Board of Trustees Agenda Item, December 6, 2017 |
| III.D.12.2 | Retiree Health Liabilities Under GASB 74/75 Actuarial Study, September 12, 2018 |
| III.D.12.3 | Retiree Health Liabilities Under GASB 74/75 Actuarial Study, September 12, 2019 |
| III.D.13 Evidence | |
|---|---|
| III.D.13.1 | SLOCCCD Budget 2018-2019, p. 29-30 |
| III.D.13.2 | SLOCCCD Annual Financial Report 2014-2015, p. 41 |
| III.D.13.3 | SLOCCCD Annual Financial Report 2017-2018, p. 43 |
| III.D.13.4 | SLOCCCD Annual Financial Report 2017-2018, p. 44 |
| III.D.13.5 | SLOCCCD Annual Financial Report 2017-2018, p. 42-46 |
| III.D.14 Evidence | |
|---|---|
| III.D.14.1 | SLOCCCD Annual Financial Report 2018-2019 |
| III.D.14.2 | General Obligation Bond Fund (Measure L) Financial and Performance Audits, June 30, 2018 |
| III.D.14.3 | Cuesta College Foundation Financial Statements, June 30, 2017 and 2016 |
| III.D.14.4 | Cuesta College Bond Information Webpage |
| III.D.14.5 | Citizens’ Bond Oversight Committee Minutes October 26, 2017, pp. 1-2 |
| III.D.14.6 | Citizens’ Bond Oversight Committee Annual Report 2017 |
| III.D.14.7 | Measure L Annual Report Webpage |
| III.D.14.8 | Organizational Chart, Administrative Services |
| III.D.14.9 | Fiscal Services Procedures and Guidelines Manual |
| III.D.14.10 | SLOCCCD Grant Program Report 2017-2018 |
| III.D.14.11 | Cuesta College Foundation Meeting Minutes, November 4, 2019, p. 3 |
| III.D.15 Evidence | |
|---|---|
| III.D.15.1 | Cohort Default Rate History List |
| III.D.15.2 | Financial Education Resources Webpage |
| III.D.15.3 | Financial Aid Events Webpage |
| III.D.15.4 | Financial Aid Exit Notification to Students |
| III.D.16 Evidence | |
|---|---|
| III.D.16.1 | Board Policy 6340 Contracts |
| III.D.16.2 | Administrative Procedure 6340 Contracts - Bids |
| III.D.16.3 | Administrative Procedure 6350 Contracts - Construction |
| III.D.16.4 | Administrative Procedure 6360 Contracts - Electric Systems and Materials |
| III.D.16.5 | Administrative Procedure 6365 Contracts – Accessibility of Information Technology |
| III.D.16.6 | Administrative Procedure 6370 Contracts – Personal Services |
| III.D.16.7 | Atascadero State Hospital Psychiatric Technician Contract |
| III.D.16.8 | Lucia Mar Unified School District Facilities Use Agreement 2019-2020 |
| III.D.16.9 | Barnes and Noble Contract March 1, 2019 |