Perkins: Forms

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Carl D. Perkins Career and Technical Education Improvement Act of 2006

Processes and Schedule

Contact Information: Lorrie Toni, Perkins Director | 303-595-1565
More detailed policies and procedures should be researched by reviewing the Administrators' Handbook. This summary chart does not override rules and regulations in the Administrators' Handbook. A step by step technical guide is located at http://www.coloradostateplan.com/admin_handbook.htm.

Perkins Processes	Purpose	Due Date	Step-by-Step Tech Guide

Intent to Participate Form	Annually certifies to the state your institution’s intent to be included in the new fiscal year calculations and your most recent contact information.	January 30 to February 25	Under Perkins Training Materials, Perkins CTE Technical Guides, C3-Intent To Participate.




Perkins Initial Award Estimate	Annually indicates the new fiscal year's estimated award amount to each educational institution that completed the Intent to Participate Form by the designated deadline.	June 1 to Jume 30	Under Perkins Training Materials, Perkins CTE Technical Guides, C4-Initial Award Estimate. None of these funds can be obligated until after the annual Local Plan is submitted or until after July 1, whichever is later.

Perkins Perfomance Metric Report	Annually indicates disaggregated Perkins Performance Metrics and should be used as a guide for Funded Project planning. Further disaggregated data is also available for some recipients and should be used as a tool to help diagnose root causes for deficiencies so strategies can be implemented to improve results.	June 1 to June 30	Under Perkins Training Materials, Perkins CTE Technical Guides, C5-Performance Metrics Report.

Perkins Local Plan	Annually indicates estimated activities and budget for how the new fiscal year funds will be spent in relation to the requirements and Perkins Performance Metrics. The Local Plan consists of several pages: Five year plan, one year plan, funded projects, year-end analysis, and general assurances. In some cases, the Local Plan could also include Local Improvement Plans and/or Requirements Assurance Information.	June 15 to Sept 30	Under Perkins Training Materials, Perkins CTE Technical Guides, one guide for each page that may be included in your institution’s Local Plan (C7 through C15)

Local Plan Authorization and Signature Sheet	This form becomes available after all previous pages of the Local Plan have been completed and the “Next” button at the bottom of the Local Plan Summary Page is selected.	June 15 to Sept 30	This form should be completed and then as soon as the Local Plan is “Submitted” a prepared Authorization and Signature Sheet appears. Immediately print this form and circulate for signatures. This form can then be faxed to CCCS. (No other forms can be sent by fax.) This form is only sent one time; it is not needed with Local Plan revisions. Under Perkins Training Materials, Perkins CTE Technical Guides, C14-Summary, Authorization and Signatures.

First Installment Grant Award Notification	This is the official notification of the Perkins grant award for the first installment of the grant. This does not require any return action however, when this is posted to the Local Plan, it should be copied and saved with other auditable documents.	July 1 to July 15	Under Perkins Training Materials, Perkins CTE Technical Guides, C19a-First Installment Grant Award Notification.

Award Packet	This is the official agreement between the state and the Perkins grant recipient that formally indicates approval of the local plan. If your educational institution is required to have an OMB A-133 Single Audit completed, you will also need to send a copy of that report. If you are exempt from this audit requirement, you will need to sign the Certificate of Exemption. The Civil Rights Compliance form must also be signed and mailed.	Oct 1 to Nov 15	Under Perkins Training Materials, Perkins CTE Technical Guides, C19b-Award Packet.

Perkins Vouchers	Forms required in order to get reimbursed for Perkins paid expenses. These are posted to the Local Plan AFTER the Award Packet materials have been printed, signed, mailed, and approved. Recipients who have approved Equipment in the Local Plan will prepare an Equipment report as part of the voucher used to claim reimbursement for the equipment purchase. All Equipment must be pre-approved prior to issuing purchase orders.	Dec 31	Voucher 1 is due Dec. 31 and must be received from all Perkins recipients. It is the Voucher used to claim first quarter expenses if appropriate. If no Perkins expenses were obligated and paid in the first quarter, it still must be submitted, printed, signed and mailed, claiming $0. All recipients awarded more than $100,000 must submit Voucher 2 no later than May 15. All recipients must submit a Final Voucher no later than the last business day in August. Under Perkins Training Materials, Perkins CTE Technical Guides, C20-Vouchers.

Local Plan Revisions	A recipient may revise their approved local plan, within regulations. The recipient opens their Local Plan, makes revisions, and re-submits the Local Plan for review and approval.	May 1	If a revision is needed after the May 1st deadline, the recipient must contact the Perkins Director to determine if it is an allowed exception. Under Perkins Training Materials, Perkins CTE Technical Guides, C16-Local Plan Revision.

Out-of-State Travel	The Perkins Local Plan must include a detailed out-of-state travel action step for each out-of-state travel expense. NO CTSO student travel can be funded. Out-of-State travel that occurs in the 1st or 2nd Quarter of the grant needs to be detailed when the grant is first submitted, and, of course, the grant must be submitted prior to departure dates. (Obligation rules.)	Out-of-State travel must be in an approved Local Plan with all details submitted, and the approval must occur 15 days prior to departure.	The out-of-state travel step by step information is located in the Perkins CTE Technical Guide, C16-Local Plan Revision.