1. CATE Local Plan for FY14 (2013-14) Career and Technology Education Merri Long September 26, 2013

2. FY14 Local Plan Due Dates Section A— August 16, 2013 Section A— August 16, 2013 Section B Section B Section C — October 15, 2013 Section C — October 15, 2013 Funding Plan Funding Plan

3. FY14 Local Plan Reminders Section A—Narrative Section A—Narrative Section B—Perkins (Federal) Funds Section B—Perkins (Federal) Funds Section C—State Funds Section C—State Funds (Work-Based Learning and EIA Equipment) Funding Plan—Budgeting of Federal, State, and Local Funds Funding Plan—Budgeting of Federal, State, and Local Funds

4. CATE Local Plan Perkins Funds MUST be Spent as APPROVED in the LEA’s Local Plan to Support the Improvement of Career and the Improvement of Career and Technology Education Programs, CATE Technology Education Programs, CATE Students, and CATE Instructors

5. Local Plan Local Plan Involve appropriate individuals throughout your district/multi-district center in the development of your local plan Local Plan is submitted for a DISTRICT/MULTI-DISTRICT CENTER

6. FY14 Local Plan Reminders READ READ Section A and Section A Instructions Section A and Section A Instructions Section B and Section B Instructions Section B and Section B Instructions Section C and Section C Instructions Section C and Section C Instructions Guidelines for Expenditure of CATE Funds for allowable/non-allowable expenditures Guidelines for Expenditure of CATE Funds for allowable/non-allowable expenditures BEFORE submitting documents

7. FY14 Local Plan One Form 10 Page for each Subprogram in Section B One Form 10 Page for each Subprogram in Section B Form 10s for Subprograms 06, 11, 12, and 16 include form Form 10s for Subprograms 06, 11, 12, and 16 include form Perkins funds must be budgeted to support improvement of any Perkins Indicator not met Perkins funds must be budgeted to support improvement of any Perkins Indicator not met

8. Guidelines for the Expenditure of CATE Funds Perkins Funds Perkins Funds Approved CATE Course, with a four-digit Course Code, and taught by a certified instructor Approved CATE Course, with a four-digit Course Code, and taught by a certified instructor Course with SBA number assigned—Innovative Application submitted and approved; taught by certified instructor Course with SBA number assigned—Innovative Application submitted and approved; taught by certified instructor All equipment purchased must support the course standards All equipment purchased must support the course standards

9. Guidelines for the Expenditure of CATE Funds Perkins Funds Perkins Funds Job Description submitted should include the percentage of time allocated to duties specified for which funding is requested Job Description submitted should include the percentage of time allocated to duties specified for which funding is requested An inventory must be conducted on an annual basis and maintained for all equipment/supplies purchased with Perkins funds An inventory must be conducted on an annual basis and maintained for all equipment/supplies purchased with Perkins funds Follow the OCTE’s Equipment Management Guidelines for disposing of equipment purchased with Perkins funds Follow the OCTE’s Equipment Management Guidelines for disposing of equipment purchased with Perkins funds

10. Guidelines for the Expenditure of CATE Funds State EIA Equipment Funds State EIA Equipment Funds Approved CATE Course, with a four-digit Course Code, offered at the high school/career center level as part of a completer program, and taught by a certified instructor Approved CATE Course, with a four-digit Course Code, offered at the high school/career center level as part of a completer program, and taught by a certified instructor Items purchased must be tangible, non-expendable items with useful life of more than one year and an acquisition cost of $100 or more per item Items purchased must be tangible, non-expendable items with useful life of more than one year and an acquisition cost of $100 or more per item  “Big-Ticket” Items

11. Guidelines for the Expenditure of CATE Funds State EIA Equipment Funds State EIA Equipment Funds Textbooks, workbooks, resource materials, videos, DVDs— not allowable purchases Textbooks, workbooks, resource materials, videos, DVDs— not allowable purchases An inventory must be conducted on an annual basis and maintained for all equipment/supplies purchased with State EIA Equipment funds An inventory must be conducted on an annual basis and maintained for all equipment/supplies purchased with State EIA Equipment funds Follow the OCTE’s Equipment Management Guidelines for disposing of equipment purchased with State EIA Equipment funds Follow the OCTE’s Equipment Management Guidelines for disposing of equipment purchased with State EIA Equipment funds

12. Guidelines for the Expenditure of CATE Funds Work-Based Learning Funds Work-Based Learning Funds Job Description submitted should include the percentage of time allocated to duties specified for which funding is requested Job Description submitted should include the percentage of time allocated to duties specified for which funding is requested Activities must support Work-Based Learning Activities must support Work-Based Learning Activities funded are compared to the number of WBL experiences reported in Power School Activities funded are compared to the number of WBL experiences reported in Power School

13. Local Plan Most Common Mistakes SIGNED Assurance Signature Form isn’t Submitted SIGNED Assurance Signature Form isn’t Submitted Consortium Agreement Form isn’t Submitted if Funds are Transferred to Another District/Multi-District Center Consortium Agreement Form isn’t Submitted if Funds are Transferred to Another District/Multi-District Center Entire Allocation isn’t Budgeted Entire Allocation isn’t Budgeted

14. Local Plan Most Common Mistakes Hard copies of Section A, Section B, Section C, and Funding Plan are mailed Hard copies of Section A, Section B, Section C, and Funding Plan are mailed Funds Budgeted on the Form 10s do not Equal the Amounts on the Funding Plan Funds Budgeted on the Form 10s do not Equal the Amounts on the Funding Plan Courses Listed in Part 7 of Section A don’t match CATE Courses listed on the Equipment List Courses Listed in Part 7 of Section A don’t match CATE Courses listed on the Equipment List Equipment is listed that doesn’t support the Course Standards Equipment is listed that doesn’t support the Course Standards

15. Local Plan Most Common Mistakes Job Descriptions are not Submitted with Section B or Section C Job Descriptions are not Submitted with Section B or Section C Section C-Items Less that $100 each are listed Section C-Items Less that $100 each are listed Section C-Textbooks, Instructional Materials, DVDs, CDs are listed Section C-Textbooks, Instructional Materials, DVDs, CDs are listed

16. Local Plan Most Common Mistakes Revised Documents Are Not Returned Revised Documents Are Not Returned Invalid CATE Course Codes are Listed Invalid CATE Course Codes are Listed Equipment is listed for a CATE Course with an Innovative Course Code, but OCTE doesn’t have an Innovative Application on File Equipment is listed for a CATE Course with an Innovative Course Code, but OCTE doesn’t have an Innovative Application on File

17. If you have questions, please contact Merri Long Phone 803-734-8451 mlong@ed.sc.gov Local Plan