CATE Local Plan CATE Local Plan forfor

FY14 FY14(2013-14)(2013-14)

Career and Technology EducationCareer and Technology EducationMerri LongMerri Long

September 26, 2013September 26, 2013

FY14 Local PlanFY14 Local PlanDue DatesDue Dates

• Section ASection A — August 16, 2013— August 16, 2013

• Section BSection B• Section C Section C — October 15, — October 15,

2013 2013 • Funding PlanFunding Plan

FY14 Local Plan FY14 Local Plan RemindersReminders

• Section A—NarrativeSection A—Narrative

• Section B—Perkins (Federal) FundsSection B—Perkins (Federal) Funds

• Section C—State Funds Section C—State Funds (Work-Based Learning and EIA Equipment) (Work-Based Learning and EIA Equipment)

•Funding Plan—Budgeting of Federal, State, Funding Plan—Budgeting of Federal, State, and Local Fundsand Local Funds

CATE Local Plan CATE Local Plan

Perkins Funds MUST be Spent as Perkins Funds MUST be Spent as APPROVED in the LEA’s Local Plan to APPROVED in the LEA’s Local Plan to

SupportSupport the Improvement of Career andthe Improvement of Career and

Technology Education Programs, CATE Technology Education Programs, CATE Students, and CATE Instructors Students, and CATE Instructors

Local PlanLocal Plan

Involve appropriate individuals Involve appropriate individuals throughout your district/multi-district throughout your district/multi-district center in the development of your local center in the development of your local planplan

Local Plan is submitted for a Local Plan is submitted for a DISTRICT/MULTI-DISTRICT CENTERDISTRICT/MULTI-DISTRICT CENTER

FY14 FY14 Local PlanLocal Plan RemindersReminders

READ READ Section A and Section A InstructionsSection A and Section A InstructionsSection B and Section B InstructionsSection B and Section B InstructionsSection C and Section C Instructions Section C and Section C Instructions Guidelines for Expenditure of CATE Funds for Guidelines for Expenditure of CATE Funds for

allowable/non-allowable expendituresallowable/non-allowable expenditures

BEFORE BEFORE submitting documentssubmitting documents

FY14 Local PlanFY14 Local Plan• One Form 10 Page for each Subprogram in One Form 10 Page for each Subprogram in

Section BSection B

• Form 10s for Subprograms 06, 11, 12, and 16 Form 10s for Subprograms 06, 11, 12, and 16 include forminclude form

• Perkins funds must be budgeted to support Perkins funds must be budgeted to support improvement of any Perkins Indicator not met improvement of any Perkins Indicator not met

Guidelines for the Expenditure Guidelines for the Expenditure ofof

CATE Funds CATE Funds

• Perkins FundsPerkins FundsApproved CATE Course, with a four-digit Course Approved CATE Course, with a four-digit Course

Code, and taught by a certified instructorCode, and taught by a certified instructor

Course with SBA number assigned—Innovative Course with SBA number assigned—Innovative Application submitted and approved; taught by Application submitted and approved; taught by certified instructorcertified instructor

All equipment purchased must support the course All equipment purchased must support the course standardsstandards

Guidelines for the Expenditure Guidelines for the Expenditure ofof

CATE Funds CATE Funds

• Perkins FundsPerkins Funds Job Description submitted should include the percentage Job Description submitted should include the percentage

of time allocated to duties specified for which funding is of time allocated to duties specified for which funding is requestedrequested

An inventory must be conducted on an annual basis and An inventory must be conducted on an annual basis and maintained for all equipment/supplies purchased with maintained for all equipment/supplies purchased with Perkins fundsPerkins funds

Follow the OCTE’s Equipment Management Guidelines Follow the OCTE’s Equipment Management Guidelines for disposing of equipment purchased with Perkins fundsfor disposing of equipment purchased with Perkins funds

Guidelines for the Expenditure Guidelines for the Expenditure ofof

CATE Funds CATE Funds

• State EIA Equipment FundsState EIA Equipment FundsApproved CATE Course, with a four-digit Course Code, Approved CATE Course, with a four-digit Course Code,

offered at the offered at the high school/career center levelhigh school/career center level as part as part of a of a completercompleter program, and program, and taught by a certified taught by a certified instructorinstructor

Items purchased must be tangible, non-expendable Items purchased must be tangible, non-expendable items with useful life of more than one year and an items with useful life of more than one year and an acquisition cost of $100 or more acquisition cost of $100 or more perper item item““Big-Ticket” ItemsBig-Ticket” Items

Guidelines for the Expenditure Guidelines for the Expenditure ofof

CATE Funds CATE Funds

• State EIA Equipment FundsState EIA Equipment Funds Textbooks, workbooks, resource materials, videos, DVDsTextbooks, workbooks, resource materials, videos, DVDs

—not allowable purchases—not allowable purchases

An inventory must be conducted on an annual basis and An inventory must be conducted on an annual basis and maintained for all equipment/supplies purchased with maintained for all equipment/supplies purchased with State EIA Equipment fundsState EIA Equipment funds

Follow the OCTE’s Equipment Management Guidelines for Follow the OCTE’s Equipment Management Guidelines for disposing of equipment purchased with State EIA disposing of equipment purchased with State EIA Equipment fundsEquipment funds

Guidelines for the Expenditure Guidelines for the Expenditure ofof

CATE Funds CATE Funds

• Work-Based Learning FundsWork-Based Learning Funds Job Description submitted should include the Job Description submitted should include the

percentage of time allocated to duties specified for percentage of time allocated to duties specified for which funding is requestedwhich funding is requested

Activities must support Work-Based LearningActivities must support Work-Based LearningActivities funded are compared to the number of Activities funded are compared to the number of

WBL experiences reported in Power School WBL experiences reported in Power School

Local PlanLocal PlanMost Common MistakesMost Common Mistakes

• SIGNED Assurance Signature Form SIGNED Assurance Signature Form isn’t Submittedisn’t Submitted

• Consortium Agreement Form isn’t Consortium Agreement Form isn’t Submitted if Funds are Transferred to Submitted if Funds are Transferred to Another District/Multi-District CenterAnother District/Multi-District Center

• Entire Allocation isn’t BudgetedEntire Allocation isn’t Budgeted

Local PlanLocal PlanMost Common MistakesMost Common Mistakes• Hard copies of Section A, Section B, Section C, and Hard copies of Section A, Section B, Section C, and

Funding Plan are mailedFunding Plan are mailed

• Funds Budgeted on the Form 10s do not Equal the Funds Budgeted on the Form 10s do not Equal the Amounts on the Funding PlanAmounts on the Funding Plan

• Courses Listed in Part 7 of Section A don’t match Courses Listed in Part 7 of Section A don’t match CATE Courses listed on the Equipment ListCATE Courses listed on the Equipment List

• Equipment is listed that doesn’t support the Equipment is listed that doesn’t support the Course Standards Course Standards

Local PlanLocal PlanMost Common MistakesMost Common Mistakes

• Job Descriptions are not Submitted with Section B Job Descriptions are not Submitted with Section B or Section Cor Section C

• Section C-Items Less that $100 Section C-Items Less that $100 eacheach are listed are listed

• Section C-Textbooks, Instructional Materials, Section C-Textbooks, Instructional Materials, DVDs, CDs are listed DVDs, CDs are listed

Local PlanLocal PlanMost Common MistakesMost Common Mistakes

• Revised Documents Are Not ReturnedRevised Documents Are Not Returned

• Invalid CATE Course Codes are ListedInvalid CATE Course Codes are Listed

• Equipment is listed for a CATE Course with Equipment is listed for a CATE Course with an Innovative Course Code, but OCTE doesn’t an Innovative Course Code, but OCTE doesn’t have an Innovative Application on Filehave an Innovative Application on File

If you have questions, please contactIf you have questions, please contactMerri LongMerri LongPhone 803-734-8451Phone 803-734-8451mlong@ed.sc.gov

Local PlanLocal Plan