CARL D. PERKINSCARL D. PERKINSSPRING INFORMATIONAL SPRING INFORMATIONAL

SESSIONSESSIONforfor

NEW PERKINS COORDINATORSNEW PERKINS COORDINATORSTUESDAY, MAY 6, 2003TUESDAY, MAY 6, 2003

OHIO BOARD OF REGENTSOHIO BOARD OF REGENTS

MAIN CONFERENCE ROOMMAIN CONFERENCE ROOM

NEW PERKINS COORDINATORSNEW PERKINS COORDINATORS

I. INTRODUCTION TO I. INTRODUCTION TO PERKINSPERKINS

HISTORY AND OVERVIEWHISTORY AND OVERVIEW

Perkins TimelinePerkins Timeline 1905—Advocates of “practical education” 1905—Advocates of “practical education”

argue for broader public school curriculum argue for broader public school curriculum that prepares graduates for jobs.that prepares graduates for jobs.

1917—Smith-Hughes Vocational Education 1917—Smith-Hughes Vocational Education Act gives voc ed $1.7 million for 1917-18 Act gives voc ed $1.7 million for 1917-18 and creates federal board.and creates federal board.

1936—George-Deen Act authorizes $14.55 1936—George-Deen Act authorizes $14.55 million for voc ed.million for voc ed.

1940—Vocational education students, 1940—Vocational education students, facilities used to aid war effort.facilities used to aid war effort.

1963—Rep. Carl D. Perkins from Kentucky 1963—Rep. Carl D. Perkins from Kentucky introduces bill to replace Smith-Hughes Act.introduces bill to replace Smith-Hughes Act.

1968—Amendments authorize $800 million 1968—Amendments authorize $800 million for voc ed; Congress appropriates $365.3 for voc ed; Congress appropriates $365.3 million.million.

1984—The Carl D. Perkins Act established 1984—The Carl D. Perkins Act established funding authorization for a five-year period, funding authorization for a five-year period, focused on improving vocational programs focused on improving vocational programs and serving special populations.and serving special populations.

HISTORY AND OVERVIEWHISTORY AND OVERVIEW

1990—Reauthorized Perkins Act authorizes up 1990—Reauthorized Perkins Act authorizes up to $1.6 billion a year through 1995 for to $1.6 billion a year through 1995 for vocational education, including tech prep.vocational education, including tech prep.

1995—Congress begins reauthorization 1995—Congress begins reauthorization process which will last until 1998.process which will last until 1998.

1998—Perkins III is signed into law.1998—Perkins III is signed into law. 1998—The program is slated to last until June 1998—The program is slated to last until June

of 2004; contingent upon reauthorization.of 2004; contingent upon reauthorization.

HISTORY AND OVERVIEWHISTORY AND OVERVIEW

Perkins in OhioPerkins in Ohio 1998—Ohio begins to develop the 1998—Ohio begins to develop the Ohio Plan Ohio Plan

for the Administration of Career-Technical for the Administration of Career-Technical Education: July 1, 2000 through June 30, 2004Education: July 1, 2000 through June 30, 2004..

1999—Ohio works with USDE to establish 1999—Ohio works with USDE to establish Performance Measures for Secondary, Adult, Performance Measures for Secondary, Adult, and Postsecondary.and Postsecondary.

2001—Performance Measures are established 2001—Performance Measures are established for Postsecondary.for Postsecondary.

2002—OBR distributes the Perkins Operations 2002—OBR distributes the Perkins Operations Handbook for Ohio Postsecondary Institutions.Handbook for Ohio Postsecondary Institutions.

HISTORY AND OVERVIEWHISTORY AND OVERVIEW

HISTORY AND OVERVIEWHISTORY AND OVERVIEW

The Carl D. Perkins Vocational and Applied Technology The Carl D. Perkins Vocational and Applied Technology Education Act of 1998 (20 U.S.C. 2301) is a state grant, Education Act of 1998 (20 U.S.C. 2301) is a state grant, administered by the United States Department of administered by the United States Department of Education (USDE), with a firm emphasis on accountability Education (USDE), with a firm emphasis on accountability and program improvement.and program improvement.

As stated in As stated in The Official Guide to the Perkins Act of 1998The Official Guide to the Perkins Act of 1998, , the purpose of the Perkins Act is “to develop more fully the purpose of the Perkins Act is “to develop more fully the academic, vocational, and technical skills of secondary the academic, vocational, and technical skills of secondary students and postsecondary students who elect to enroll students and postsecondary students who elect to enroll in vocational and technical education programs, by –in vocational and technical education programs, by –

HISTORY AND OVERVIEWHISTORY AND OVERVIEW Building on the efforts of States and localities to Building on the efforts of States and localities to

develop challenging academic standards;develop challenging academic standards; Promoting the development of services and Promoting the development of services and

activities that integrate academic, vocational, and activities that integrate academic, vocational, and technical instruction, and that link secondary and technical instruction, and that link secondary and postsecondary education for participating postsecondary education for participating vocational and technical education students; vocational and technical education students;

Increasing State and local flexibility in providing Increasing State and local flexibility in providing services and activities designed to develop, services and activities designed to develop, implement, and improve vocational and technical implement, and improve vocational and technical education, including tech-prep education; education, including tech-prep education;

And disseminating national research, and And disseminating national research, and providing professional development and technical providing professional development and technical assistance, that will improve vocational and assistance, that will improve vocational and technical education programs, services, and technical education programs, services, and activities.”activities.”

HISTORY AND OVERVIEWHISTORY AND OVERVIEW

In Ohio, the Ohio Department of Education/Career In Ohio, the Ohio Department of Education/Career Technical and Adult Education (ODE) and Ohio Technical and Adult Education (ODE) and Ohio Board of Regents/Workforce Development (OBR) Board of Regents/Workforce Development (OBR) departments monitor the Perkins grant. These departments monitor the Perkins grant. These two agencies work collaboratively to ensure that two agencies work collaboratively to ensure that local eligible recipients of the grant are provided local eligible recipients of the grant are provided with the proper technical assistance needed for with the proper technical assistance needed for program implementation and improvement. program implementation and improvement.

THE SINGING CONGRESSMANTHE SINGING CONGRESSMANCARL PERKINSCARL PERKINS

THE FATHER OF THE PERKINS THE FATHER OF THE PERKINS ACTACT

NO, NOT REALLY!!!NO, NOT REALLY!!!

II. PERKINS GUIDELINES II. PERKINS GUIDELINES & REGULATIONS& REGULATIONS

FEDERAL GUIDELINES FEDERAL GUIDELINES The Catalog of Federal Domestic The Catalog of Federal Domestic

Assistance (84.048 Vocational Assistance (84.048 Vocational Education_Basic Grants to State)Education_Basic Grants to State)

Education Department General Education Department General Administrative Regulations (EDGAR)Administrative Regulations (EDGAR)

United States Code of Federal Regulations United States Code of Federal Regulations (CFR)(CFR)

STATE GUIDELINES AND STATE GUIDELINES AND REGULATIONSREGULATIONS

The Ohio Plan for the Administration of The Ohio Plan for the Administration of Career-Technical Education: July 1, 2000 Career-Technical Education: July 1, 2000 through June 30, 2004through June 30, 2004

Four-Year Performance Plan: July 1, 2001-Four-Year Performance Plan: July 1, 2001-June 30, 2004June 30, 2004

Carl D. Perkins Vocational and Applied Carl D. Perkins Vocational and Applied Technology Act Operations Handbook for Technology Act Operations Handbook for Ohio Postsecondary InstitutionsOhio Postsecondary Institutions

FOUR-YEAR PERFORMANCE FOUR-YEAR PERFORMANCE PLANPLAN

What is the four-year Performance Plan?What is the four-year Performance Plan?

The four-year plan should address the following:The four-year plan should address the following:

Set performance measure expectationsSet performance measure expectations Analyze dataAnalyze data Establish performance objectives and targetsEstablish performance objectives and targets Identify strategiesIdentify strategies Allocate resources in accordance with performance Allocate resources in accordance with performance

targetstargets Report, results and evaluation Report, results and evaluation Involve stakeholders in the processInvolve stakeholders in the process

THE STAKEHOLDERSTHE STAKEHOLDERS

What is a Perkins stakeholder?What is a Perkins stakeholder?

Who are Perkins stakeholders?Who are Perkins stakeholders?

Stakeholders meetingsStakeholders meetings

III. ACCOUNTABILITYIII. ACCOUNTABILITY

PERFORMANCE MEASURESPERFORMANCE MEASURES

Overview of the Perkins LegislationOverview of the Perkins Legislation

Commitment to Performance Commitment to Performance MeasurementMeasurement

Commitment to Performance Commitment to Performance AccountabilityAccountability

PERFORMANCE MEASURESPERFORMANCE MEASURES

TECHNICAL STUDENT POPULATIONTECHNICAL STUDENT POPULATIONPerkins requires state reporting on:Perkins requires state reporting on:

Students who participate in technical Students who participate in technical courseworkcoursework

A state identified threshold level of A state identified threshold level of technical educationtechnical education

PERFORMANCE MEASURESPERFORMANCE MEASURES

TECHNICAL STUDENT POPULATIONTECHNICAL STUDENT POPULATION

Technical ParticipantsTechnical Participants

Technical ConcentratorTechnical Concentrator

Technical CompleterTechnical Completer

PERFORMANCE MEASURESPERFORMANCE MEASURES

STATE AND LOCAL PERFORMANCE STATE AND LOCAL PERFORMANCE DATA OVERVIEWDATA OVERVIEW

Four Core Indicators of Student Four Core Indicators of Student PerformancePerformance

Multiple sub-indicators for a variety of Multiple sub-indicators for a variety of student populationsstudent populations

Gender, Race, Career Cluster and Special Gender, Race, Career Cluster and Special PopulationsPopulations

PERFORMANCE MEASURESPERFORMANCE MEASURES

CORE INDICATOR 1: ATTAINMENTCORE INDICATOR 1: ATTAINMENT

Academic Skill ProficienciesAcademic Skill Proficiencies

Technical Skill ProficienciesTechnical Skill Proficiencies

PERFORMANCE MEASURESPERFORMANCE MEASURES

CORE INDICATOR 2: COMPLETIONCORE INDICATOR 2: COMPLETION

Student attainment of a Postsecondary Student attainment of a Postsecondary degreedegree

PERFORMANCE MEASURESPERFORMANCE MEASURES

CORE INDICATOR 3: Placement & CORE INDICATOR 3: Placement & RetentionRetention

Placement in Postsecondary education or Placement in Postsecondary education or advanced training; employment; or militaryadvanced training; employment; or military

Retention in Postsecondary education or Retention in Postsecondary education or advanced training; employment; or militaryadvanced training; employment; or military

PERFORMANCE MEASURESPERFORMANCE MEASURES

CORE INDICATOR 4: Nontraditional CORE INDICATOR 4: Nontraditional

Participation in Postsecondary Participation in Postsecondary nontraditional programsnontraditional programs

Completion of Postsecondary Completion of Postsecondary nontraditional programsnontraditional programs

PERFORMANCE MEASURESPERFORMANCE MEASURES

USING THE HEI SYSTEMUSING THE HEI SYSTEM

ValidityValidity ReliabilityReliability Student CoverageStudent Coverage TimingTiming Unduplicated CountsUnduplicated Counts

PERFORMANCE MEASURESPERFORMANCE MEASURES

SPECIAL POPULATIONSSPECIAL POPULATIONS

Individuals with disabilitiesIndividuals with disabilities Economically disadvantagedEconomically disadvantaged Nontraditional enrolleesNontraditional enrollees Other educational barriersOther educational barriers Limited English proficiency Limited English proficiency

PERFORMANCE MEASURE PERFORMANCE MEASURE REPORTSREPORTS

PERORMANCE MEASURE REPORTSPERORMANCE MEASURE REPORTS

Introductory Introductory

Report OverviewReport Overview

ReportReport

PERFORMANCE MEASURE PERFORMANCE MEASURE REPORTSREPORTS

Core Indicator 1P1: Attainment of Academic Skills Numerator: Of the concentrators, the number of students who completed 28 quarter or 19 semester credit hours of non-technical/ academic course work by Spring 2002 (courses that are not from subject codes identified as technical). Denominator: Concentrators Numerator Denominator Per

Core Indicator 1P2: Attainment of Technical Skills Numerator: Of the concentrators, the number of students who completed 30 quarter or 20 semester credit hours of Technical course work by Spring 2002 (courses that are from subject codes identified as technical). Denominator: Concentrators Numerator Denominator Per

Full Population 2,101 4,152 51%

Full Population 3,972 4,152 96%

Information: Increased by 3%.

Information: Stayed Consistent.

THE OHIO POSTSECONDARY COLLEGES CARL D. PERKINS CAMPUS REPORT OVERVIEW

1. This report illustrates your institution’s FY 2002 Perkins performance based on the state

approved Perkins performance measures. In order to improve performance, institutions should concentrate on using funds toward those particulars discussed in the Perkins legislation (required uses of funds and permissible uses of funds).

2. If your percentages appear to be lower than the State’s Performance Level, there might

be several reasons for this outcome. The following are possible reasons:

Students have not declared a technical major. Students have not shown up in the measures due to the recent implementation of

the HEI system (winter 1998). Students have not found employment, are employed in another state, are in the

military/federal government or they are pursuing education in another state. Students have not met the Attainment of Academic Skills threshold that is

defined in the measurement approach. 3. The previous year’s report was listed as FY 2000. After careful review and discussion, it

was decided to modify the FY 2000 report to read as FY 2001. This change was made to reflect the reporting cycle of the Federal Consolidated Annual Report (CAR) which is submitted to Washington at the end of December of each year. This year’s report is listed as FY 2002.

4. Changes have been made to Performance Measure 3P1 and 3P2. The employment

data used for these measures are provided by the Ohio Department of Jobs and Family Services (ODJFS). Student identifiers are matched against the Unemployment Wage Data from ODJFS. HEI cannot verify the completeness or the quality of these data. Furthermore, employment data for persons in the military, federal government or sole proprietors, nor employed in other states are not included in the ODJFS data. Please disregard last year’s percentages and concentrate on achieving next year’s campus performance goal based on the percentages reported for FY 2002.

5. Performance Measure 4P2 has been modified by HEI to adequately capture all students

within the targeted population. 6. The report has a new look, but similar reporting format as FY 2001.

REPORT SAMPLE

The State Performance Level is an aggregate of the 26 Ohio Perkins campuses’ percentages for that particular performance measure.

The Campus Performance Level is your campus percentage for that particular performance measure.

The Annual Average Performance Improvement is the percentage increase that your Campus Performance Level must reach by the next fiscal year.

The Campus Performance Goal is the Campus Performance Level that you must achieve for the next fiscal year.

The Ohio Career-Technical Colleges Carl D. Perkins Report is a guide to assist in the evaluation of your Perkins program by providing information on core indicators, measurement approaches and definitions that are needed to effectively understand and manage the program. The measurement approach for the Perkins grant focuses on students who have been defined as concentrators (see complete definitions below). These are individuals who are seriously pursuing a 2-year degree in a technology major. This definition purposefully attempts to exclude casual students. The report is generated from numbers reported to the Higher Education Information System (HEI) by your campus. DEFINITIONS We have provided definitions to assist you in understanding the Perkins measures for your report. CONCENTRATOR A concentrator is a student who meets the following criteria: 1) Student had a declared major of technical 2) Student began no earlier than winter 1998 (from Year & Term of First

Enrollment in SE) 3) Student accumulated 36 semester (54 quarter) hours as of Spring 2002

(from Course Enrollment) COMPLETERS A completer is a student who has completed all academic and technical course requirements. STATE PERFORMANCE LEVEL The current level of state attainment as calculated for each performance measure utilizing the most recent data provided by HEI. CAMPUS PERFORMANCE LEVEL The current level of campus attainment as calculated for each performance measure utilizing the most recent data provided by HEI. ANNUAL AVERAGE PERFORMANCE IMPROVEMENT The expected incremental level of performance improvement for your campus during the next fiscal year. CAMPUS PERFORMANCE GOAL The target level of campus attainment for the next fiscal year.

PERFORMANCE MEASURE PERFORMANCE MEASURE REPORTSREPORTS

Core Indicator 1P1: Attainment of Academic Skills Numerator: Of the concentrators, the number of students who completed 28 quarter or 19 semester credit hours of non-technical/ academic course work by Spring 2002 (courses that are not from subject codes identified as technical). Denominator: Concentrators Numerator Denominator Per

Core Indicator 1P2: Attainment of Technical Skills Numerator: Of the concentrators, the number of students who completed 30 quarter or 20 semester credit hours of Technical course work by Spring 2002 (courses that are from subject codes identified as technical). Denominator: Concentrators Numerator Denominator Per

Full Population 2,101 4,152 51%

Full Population 3,972 4,152 96%

Information: Increased by 3%.

Information: Stayed consistent

SITE VISIT & SITE VISIT SITE VISIT & SITE VISIT REPORTSREPORTS

PURPOSE OF A SITE PURPOSE OF A SITE VISITVISIT

PROCEDUREPROCEDURE

REPORTSREPORTS

VISIT REPORT

OFFICE OF CAREER-TECHNICAL AND ADULT EDUCATION

25 South Front Street, Mailstop 610, Columbus, OH 43215-4183

(614) 466-4835 VEPD# 000 VEPD Name Name of Institution Date of Visit 00-00-0000 Liaison Signature ____________________________________ Date Report Completed 00-00-00 PURPOSE OF VISIT: Person(s) met with: Location of meeting: Time: OBSERVATIONS: RECOMMENDATIONS A.D. Signature ________________________________________________ Date ______________

SPECIAL POPULATIONS SPECIAL POPULATIONS SURVEYSURVEY

PURPOSEPURPOSE

WHO DOES IT INCLUDE?WHO DOES IT INCLUDE?

http://www.regents.state.oh.us/mainhttp://www.regents.state.oh.us/mainpages/perkins-2002survey.htmlpages/perkins-2002survey.html

CONSOLIDATED ANNUAL CONSOLIDATED ANNUAL REPORT (CAR)REPORT (CAR)

WHAT IS THE CAR?WHAT IS THE CAR?

THE CAMPUS COORDINATOR’S THE CAMPUS COORDINATOR’S RESPONSIBILITYRESPONSIBILITY

IV. FINANCIAL IV. FINANCIAL REQUIREMENTSREQUIREMENTS

FUNDING FORMULAFUNDING FORMULA

HISTORYHISTORY

Postsecondary allocation prior to FY2001 Postsecondary allocation prior to FY2001 = 15% of state total allocation= 15% of state total allocation

Beginning FY2001 Postsecondary Beginning FY2001 Postsecondary allocation = 20% of state total allocationallocation = 20% of state total allocation

FUNDING FORMULAFUNDING FORMULA

Increased funding mandated a Increased funding mandated a change to the existing allocation change to the existing allocation formula formula unless an alternate formula unless an alternate formula was approved by USDEwas approved by USDE

FUNDING FORMULAFUNDING FORMULA

After 1 year of negotiating with USDE After 1 year of negotiating with USDE in attempt to maintain the previously in attempt to maintain the previously utilized formula, Ohio’s request was utilized formula, Ohio’s request was denieddenied

RESULTRESULT

Use of the federal postsecondary Use of the federal postsecondary allocation formulaallocation formula

FUNDING FORMULAFUNDING FORMULA

Section 132 of the 1998 Perkins ActSection 132 of the 1998 Perkins Act

Fall Pell GrantsFall Pell Grants

% of Technical FTE% of Technical FTE

FUNDING FORMULAFUNDING FORMULA DATA SOURCES FOR CALCULATIONSDATA SOURCES FOR CALCULATIONS

TOTAL FTE ENROLLMENT – HEI Report of FTE TOTAL FTE ENROLLMENT – HEI Report of FTE and Student Count Summariesand Student Count Summaries

TECHNICAL FTE ENROLLMENT – Career and TECHNICAL FTE ENROLLMENT – Career and Technical Education Career ClustersTechnical Education Career Clusters

FALL PELL GRANT RECIPIENTS – OBR State FALL PELL GRANT RECIPIENTS – OBR State Grants and Scholarships (as reported by Grants and Scholarships (as reported by campus financial aid offices)campus financial aid offices)

FUNDING FORMULAFUNDING FORMULA CALCULATING CAMPUS ALLOCATIONSCALCULATING CAMPUS ALLOCATIONS

Total FTE x Technical FTE = % of Technical Total FTE x Technical FTE = % of Technical EnrollmentsEnrollments

% of Technical Enrollments x # of Fall Pell Grant % of Technical Enrollments x # of Fall Pell Grant recipients = # of estimated eligible recipientsrecipients = # of estimated eligible recipients

Campus estimated eligible recipients/total Campus estimated eligible recipients/total estimated eligible recipients = campus % of estimated eligible recipients = campus % of statestate

Campus % of the state x estimated annual two-Campus % of the state x estimated annual two-year campus Perkins Postsecondary allocation = year campus Perkins Postsecondary allocation = YOUR CAMPUS ALLOCATIONYOUR CAMPUS ALLOCATION

ANNUAL ALLOCATIONANNUAL ALLOCATION

FISCAL YEARFISCAL YEAR

ELIGIBLE REQUIREMENTSELIGIBLE REQUIREMENTS

DISBURSEMENT OF CAMPUS FUNDSDISBURSEMENT OF CAMPUS FUNDS

BUDGET AGREEMENT, BUDGET AGREEMENT, NARRATIVE, AND REVISIONSNARRATIVE, AND REVISIONS

BUDGET AGREEMENTS BUDGET AGREEMENTS http://www.ode.state.oh.us/ctae/treasurer/administrative_field_services/Federal_Fundihttp://www.ode.state.oh.us/ctae/treasurer/administrative_field_services/Federal_Funding/ng/

BUDGET NARRATIVES BUDGET NARRATIVES http://www.ode.state.oh.us/ctae/treasurer/administrative_field_services/Federal_Fundihttp://www.ode.state.oh.us/ctae/treasurer/administrative_field_services/Federal_Funding/ng/

BUDGET REVISIONSBUDGET REVISIONS

CASH REQUESTCASH REQUEST

PROCEDUREPROCEDURE

TIMELINESTIMELINES

CLOSING AFFIDAVITCLOSING AFFIDAVIT

PURPOSEPURPOSE

WHO IS RESPONSIBLE?WHO IS RESPONSIBLE?

HOW DO I SUBMIT THE FORM?HOW DO I SUBMIT THE FORM?http://www.ode.state.oh.us/ctae/grants/fed_grant.asphttp://www.ode.state.oh.us/ctae/grants/fed_grant.asp

ALLOWABLE AND ALLOWABLE AND UNALLOWABLE EXPENDITURESUNALLOWABLE EXPENDITURES

ADMINISTRATIVE COSTSADMINISTRATIVE COSTS

SUPPLEMENTING AND SUPPLANTINGSUPPLEMENTING AND SUPPLANTING

REQUIRED AND PERMISSIBLE USES REQUIRED AND PERMISSIBLE USES OF FUNDSOF FUNDS

ADJOURNMENTADJOURNMENT

THANK YOUTHANK YOU

HAVE A GREAT REST OF THE DAYHAVE A GREAT REST OF THE DAY