USING PERKINS FUNDS
FOR
PROGRAM IMPROVEMENT
INSTRUCTIONAL WORKSHOP
February 2016
1
TOPICS COVERED
• What is Perkins?
• How may funds be used?
• What data can be used to support and
validate planned activities?
• What forms are submitted and why so
much paper?
• What is the timeline?
2
WHAT/WHO IS PERKINS?
Perkins legislation provides funds for
PROGRAM IMPROVEMENT
Perkins funds can only be used for
CAREER TECHNICAL PROGRAMS
Requires DOCUMENTED input from
LOCAL BUSINESS AND INDUSTRY
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BUSINESS’ ROLE
• Provide information about changes and
developments in technology, the labor market
and the workplace that will have an impact on
programs of the college.
• Make suggestions that would improve
occupational curricula and programs of the
college.
• Make recommendations that will foster closer
cooperation, understanding and communication
between the college and the business
community.
4
DOCUMENTING INDUSTRY INPUT
– Industry Advisory Committees
• Meeting minutes (Must be in the CTEE Division office by
April 18
– May also make reference to employer surveys,
industry studies, regional economic studies,
letters from employers attesting that training is
needed, job advertisements for positions in our
service area, documented trends, applicable
studies or data from licensing agencies or
professional associations.
5
USING DATA-CORE INDICATORS
• Skill attainment – GPA of 2.0 and above
• Completions - Students receiving certificates
and degrees
• Persistence – Stay to the end or transfer
• Employment - Jobs with high wages, military
service, apprenticeship
• Nontraditional Participation and Completion
6
CORE INDICATORS
• WHERE ARE THEY?
• WHERE IS THIS DATA FROM? (See handout)
• HOW IT IS USED.
• WHY IS IT IMPORTANT?
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OTHER DATA
SURVEYS
INDUSTRY
INPUT
PROGRAM
IMPROVEMENT
PROGRAM
REVIEW
CHANGING
LABOR
MARKET
8
NINE REQUIREMENTS
• Funded Programs Must Meet All Nine
Requirements in the law.
• Emphasis on “a program of study” and career
pathways.
Definition
•
•
•
•
Incorporates secondary education and postsecondary education elements;
Includes coherent and rigorous content aligned with challenging academic
standards and relevant career and technical content in a coordinated, nonduplicative progression of courses that align secondary to postsecondary
education;
May include opportunity for secondary education students to gain postsecondary
education credits through dual or concurrent enrollment programs or other
means; and
Leads to an industry-recognized credential or certificate at the postsecondary level
or an associate or baccalaureate degree.
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THE RULES
Carl D. Perkins Career Technical Education Act of 2006
EDGAR (Education Department General Administration Regulations)
OMB Circulars (Office of Management and Budget)
–
–
–
–
Circular A-87 Cost Principals – State and Local
Circular A-21 Cost Principals – Education Institutions
Circular A-133 Single Audit Requirements
Circular A-102 Grants and Cooperative Agreements with
State and Local Governments
– Circular A-110 Uniform Administration Requirements for
Grants and Agreements with Institutions of Higher
Education, Hospitals and Other Non-Profit Organizations
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USE OF FUNDS
• ALL activities must adhere to the
REQUIREMENTS outlined in Section
135(b) of the Act.
• Proposals MUST address ALL nine
requirements – whether or not you
are using Perkins funds for activities.
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BASIC CRITERIA
• Expenditures MUST:
–Meet the purpose of the Act
–Be necessary and reasonable
• Expenditures may NOT:
–Be used for general purposes
–MAINTAIN existing programs
–SUPPLANT general funds
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SUPPLANTING
• Definition of Supplanting
•
Districts cannot use Federal Funds to pay for
Services, Staff, Programs, or Materials that would
otherwise be paid with State or Local Funds
•
Always ask: “What would have happened in
the absence of federal funds?”
• Examples: general classroom supplies, on going
services (Maintenance Agreements, etc.) general
staff.
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SUPPLANTING
CCCCO issued further guidance
in a directive; May 1, 2015.
Emphasized the “Three Year
Rule.”
Inception plus two years of
funding.
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SUPPLANTING
• “WHEN THE SAME SERVICE OR ACTIVITY HAS
BEEN FUNDED FOR THREE CONSECUTIVE YEARS,
AS OF THE FOURTH YEAR THE ACTIVITIES
WOULD BE CONSIDERED
MAINTAINING/SUSTAINING EFFORT AND
THEREFORE NOT AN ALLOWABLE EXPENSE”.
• “ANY APPLICATION THAT DOES NOT MEET THE
COURSE AND PROGRAM IMPROVEMENT
REQUIREMENTS OR THE THREE YEAR RULE
DEFINED WITHIN THIS MEMO WILL NOT BE
APPROVED”.
15
System Office Memo CEP 15-03
REQUIRED USES OF FUNDS
1
• Funded programs MUST meet ALL nine
required uses
2
• You MUST have an emphasis on a
“program of study”
3
• Evaluate, prove linkages, have current
LMI
A program of study is a comprehensive, structured
approach for delivering academic and career and
technical education to prepare students for 16
postsecondary education and career success.
INELIGIBLE USES
Student expenses or direct assistance to
students
Entertainment
Awards and memorabilia
Individual memberships or memberships
to organizations that lobby
College tuition, fees or books
Fines and penalties
Insurance/self insurance
Audits
Contributions and donations
Contingencies
Facilities construction/maintenance and
furniture
Alcohol
Fund raising
General Administration
General Advertising
Maintenance, supplies and repair
EXPENSES THAT SUPPLANT
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TRAVEL
• Travel to professional conferences is
permissible
• Exceptions/Restrictions
– Generally within the State of California. Out-of state with prior permission of the System Office.
– If traveling by car, reimbursement will be at the
cost of a round trip, coach class airline ticket to
that destination.
– Standard per diem rates apply for food (must have
original itemized receipts); no alcohol.
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SUBMITTING A PROPOSAL
1
2
3
• EVALUATE DATA Core Indicators (using the 6 digit TOP Code),
LMI, Institutional Review, Industry)
• Determine needed improvements (Where are the
deficiencies?)
• What activities? How long will it take to implement? How much
will it cost? How and when will you measure the effectiveness
of what you’ve done?
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PROPOSAL CHECKLIST
1
2
3
•COMPLETE THE APPLICATION
• COMPLETE THE
TECHNOLOGY/EQUIPMENT PLAN
( WITH SIGNATURES)
• SUBMIT APPLICATION ELECTRONICALLY TO
SGARLAND@PALOMAR.EDU
(Submit Core Indicators, Technology
/Equipment Plan in hard copy)
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TIMELINE
• SUBMIT All DOCUMENTS BY 4:00 PM
APRIL 14. LATE SUBMISSIONS CANNOT BE
ACCEPTED.
• APRIL 28, COMMITTEE MEETS TO ALLOCATE
FUNDS
• MAY 15, PLAN DUE TO CCCCO
• JUNE 15, NOTIFICATIONS SENT*
• JULY 1, ACTIVITIES MAY BEGIN*
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* Pending preliminary plan approval from the System Office
RUBRIC FOR EVALUATION
• Does the proposal meet the
requirements of the law?
• Are all costs eligible?
• Is there industry input?
• Is there a program of study?
• Is the proposal complete?
• Are the costs and activities reasonable?
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QUESTIONS
$
PERKINS DOLLARS
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