1. CALIFORNIA DEPARTMENT OF EDUCATION Tom Torlakson, State Superintendent of Public Instruction Educating for Careers Spending Perkins $$$ March 11, 2013 Presented by: Sherry Davis Matthew Parsons

2. TOM TORLAKSON State Superintendent of Public Instruction What is Perkins? Federal act established to improve career-technical education programs, integrate academic and career-technical instruction, serve special populations, and meet gender equity needs

3. TOM TORLAKSON State Superintendent of Public Instruction Purpose of Perkins IMPROVE: modify or update existing programs ENHANCE: the effectiveness of existing programs EXPAND: develop and implement new programs or provide additional offerings

4. TOM TORLAKSON State Superintendent of Public Instruction Requirements for Uses of Perkins IV, Title I, Part C Funds 1.Strengthen academic and career technical skills of students thru integration (at least 1 program of study) 2.Link CTE secondary and postsecondary programs (at least 1 program of study) 3.Provide students with strong experience and understanding in all aspects of an industry (WBL: Work-Based) 4. Develop, improve or expand use of technology

5. TOM TORLAKSON State Superintendent of Public Instruction 5. Professional development 6. Evaluate programs with emphasis on spec. pops. 7. Initiate, improve, expand and modernize quality programs 8. Provide activities, services and be of sufficient, size, scope and quality 9.Prepare spec. pops. for high skill, high wage, or high demand, occupations (NOT required to meet them all)

6. TOM TORLAKSON State Superintendent of Public Instruction Who is eligible? Perkins funds are available to: Secondary LEAs, grades seven through twelve (Section 131) Postsecondary LEAs serving Adult and ROCPs (Section 132)

7. TOM TORLAKSON State Superintendent of Public Instruction How Can My Agency Receive Perkins Funding? Develop a CDE approved 5 year local plan, and… Submit CDE 20/21 for Adult/ROCP Complete annual application online (upon approval of local plan)

8. TOM TORLAKSON State Superintendent of Public Instruction Allocation (131) 30% is based on the LEAs proportion of the State’s kindergarten through grade twelve (K-12) enrollment 70% is based on the LEAs proportion of the State’s K-12 enrollment of students from homes with incomes below the poverty level

9. TOM TORLAKSON State Superintendent of Public Instruction Allocation (132) Based entirely on the number of economically disadvantaged adults enrolled in CTE programs during the previous program year CDE 20 and 21 Forms

10. TOM TORLAKSON State Superintendent of Public Instruction Consortiums An agency must join a consortium if their allocation is: $15,000 or less (secondary) $50,000 or less (postsecondary) Waiver (rural, inability to join)

11. TOM TORLAKSON State Superintendent of Public Instruction Use of Perkins Funding Supplement vs. Supplant Always ask: “What would have happened in the absence of federal funds?”

12. TOM TORLAKSON State Superintendent of Public Instruction Expenditures Must: –Meet the purpose of the Act –Be necessary and reasonable Expenditures May Not be Used for: –General purposes –Maintenance of existing programs

13. TOM TORLAKSON State Superintendent of Public Instruction 85% must be spent in CTE classrooms 10% can be spent on other CTE activities outside the classroom Up to 5% can be spent on Program Administration 85% 10% 5% Use of Perkins IV Funds

14. TOM TORLAKSON State Superintendent of Public Instruction 85% goes to CTE classes Program planning Curriculum development Professional development activities Internships for teachers Activities that address integration of academics and CTE Instructional equipment related to a CTE industry sector Additional instructor costs incurred by the expansion of existing programs or addition of a new program requiring additional FTEs (3-year limitation) Staff and operational costs for state and nationally recognized career technical student organizations (CTSOs) Programs for Special Population students enrolled in CTE programs

15. TOM TORLAKSON State Superintendent of Public Instruction Up to 10 percent of the grant allocation may be expended to provide other activities that support CTE and that may not occur in a classroom. $$ for the classroom $$ for the classroom 10% Use of Perkins IV Funds (Cont.)

16. TOM TORLAKSON State Superintendent of Public Instruction Career guidance and academic counseling for students participating in CTE Involving parents, business, labor in design, implementation, evaluation of CTE Provide CTE completers with placement assistance in jobs, advanced education or training Use of Perkins IV Funds (Cont.)

17. TOM TORLAKSON State Superintendent of Public Instruction Up to 5 percent of the grant allocation may be charged for the direct or indirect costs of administering the grant. $$ for the classroom $$ for the classroom Other CTE Activities 5% Use of Perkins IV Funds (Cont.)

18. TOM TORLAKSON State Superintendent of Public Instruction An LEA usually applies its indirect cost rate for the administration of a grant in order to cover agency wide, general management costs. Use of Perkins IV Funds (Cont.)

19. TOM TORLAKSON State Superintendent of Public Instruction Middle School Participation in the Perkins IV Funds Middle school (grades 7 and 8) CTE courses may be assisted with Section 131 (secondary) funds only if the courses are directly connected to an approved sequence of courses conducted by a high school.

20. TOM TORLAKSON State Superintendent of Public Instruction Consortiums Allocations Sections 131 and 132 consortium funds may not be redistributed to individual members for purposes or programs that benefit only one member. Funds allocated to a consortium formed to meet the minimum allocation requirement may be used only for purposes and programs that are mutually beneficial to all members of the consortium.

21. TOM TORLAKSON State Superintendent of Public Instruction Local Policies? It’s up to the district to use the Perkins funding (according to guidelines) as they see fit, meaning which classes are funded and when…

22. TOM TORLAKSON State Superintendent of Public Instruction Purchase CTE Equipment Upgrade equipment for CTE programs to align with industry standards. Equipment must be directly related to the CTE industry sector, NOT equipment that the district provides to academic teachers, i.e. LCD projectors or SmartBoards.

23. TOM TORLAKSON State Superintendent of Public Instruction What are the Rules on Perkins IV Equipment Purchase & Inventory? Equipment is defined as having a purchase price of $5,000 or more and a useful life of one year or longer Equipment shall be maintained in a historical or trace inventory system if the equipment is worth $500 or more and a useful life of one year or longer Equipment shall be identified as having been purchased with Perkins funds 23

24. TOM TORLAKSON State Superintendent of Public Instruction CTE Equipment – Capital Outlay CTE Equipment over $5000 per item is considered Capital Outlay Permission is required to purchase any Capital Outlay piece of equipment Complete the form found on the CDE Perkins Web page: http://www.cde.ca.gov/ci/ct/pk/documents/outlay. doc E-mail the form and a copy of the bid or quote to your CDE consultant who will review and approve the expenditure

25. TOM TORLAKSON State Superintendent of Public Instruction Books and Supplies SupplementalSupplemental textbooks improveenhance expandSupplies that improve, enhance, or expand the program in order to keep up with industry standards

26. TOM TORLAKSON State Superintendent of Public Instruction Contract Services Contract with a CTE professional development provider Travel, lodging, and registration costs for CTE teachers to attend state or local conferences to learn about CTE program development, planning, implementation or assessment

27. TOM TORLAKSON State Superintendent of Public Instruction Field Trips and CTSOs Students: Field Trips and CTSOs: –Student transportation to visit an industry related facility; NOT college field trips for all students. –Student registration fees for CTSOs, transportation to conferences/events for CTSOs –Professional Development materials from CTSOs –Curriculum support materials from CTSOs Teachers: –Travel, lodging, and registration for CTSOs – NONO professional membership dues

28. TOM TORLAKSON State Superintendent of Public Instruction What Expenditures CANNOT Be Made with Perkins IV Funds?

29. TOM TORLAKSON State Superintendent of Public Instruction Unallowable Expenditures Individual dues/memberships for professional societies or organizations Gifts, door prizes, trophies, awards that become the personal property of a student, teacher, etc. Instructional aids, uniforms, tools or other items that may be retained by students Promotional items, such as T-shirts, pens, cups, key chains and other memorabilia.

30. TOM TORLAKSON State Superintendent of Public Instruction Lodging, food, dues, individual transportation for students in CTSOs Out-of-state travel for students Conference travel not related to CTE program improvement Meals, banquets, entertainment – No food for meetings

31. TOM TORLAKSON State Superintendent of Public Instruction Equipment and supplies for building maintenance Furniture, files and equipment used by a CTE teacher (if the LEA provides the academic classrooms with laptop computer, LCD projector, SmartBoard, etc., the same equipment must be provided in CTE classrooms)

32. TOM TORLAKSON State Superintendent of Public Instruction Standard classroom furniture not specific and unique to the CTE program (tables, chairs, desks, etc.) General storage files or cabinets not designed to store specific tools or equipment Vehicles such as automobiles, trucks, buses, utility vehicles, airplanes, boats, golf carts

33. TOM TORLAKSON State Superintendent of Public Instruction Constructing, renovating or remodeling facilities Equipment or supplies not used directly to teach CTE skills to students Salaries or wages paid to students College testing fees for students, college course fees for teachers, distance learning fees

34. TOM TORLAKSON State Superintendent of Public Instruction Tuition for either technical or academic courses for a teacher to meet degree or certificate requirements Costs of advertising and public relations designed to solely promote the LEA Career guidance materials for ALL students: LEAs cannot purchase COIN, Career Cruising, EUREKA, Choices, Kuder with Perkins funds.

35. TOM TORLAKSON State Superintendent of Public Instruction Perkins IV funds are provided to LEAs on a reimbursement basis only.

36. TOM TORLAKSON State Superintendent of Public Instruction Your Application Narrative (Details, details, details) Budget When doing a revision or claim – remember: (Details, details, details)

37. TOM TORLAKSON State Superintendent of Public Instruction Questions to Ask Yourself Who is requesting this purchase? i.e. CTE Teacher What is the request? Why is this expenditure necessary and is the cost reasonable? How was this activity, service or supply paid for in the past? What would you do if you did not have the Perkins funds?

38. TOM TORLAKSON State Superintendent of Public Instruction Thank you - Remember we have office hours during this conference in room 305 Otherwise you can contact your consultant via email or phone at the CDE