Perkins V Local Educational Agency Self-Assessment
Strengthening Career and Technical Education for the 21st Century (Perkins V) Local Educational Agency (LEA) Self-Assessment Example and Template.Perkins V Self-Assessment Guidance
The purpose of the Perkins V Self-Assessment Tool (DOCX) is to develop best practices for utilizing Perkins funds in Career Technical Education (CTE) programs.
Step 1: Complete the assessment. Answer each question fully, to evaluate your current compliance and program effectiveness.
Step 2: Collect supporting documentation. Use the sample verification statements as your guide to gather and organize the required supporting documents for each area.
Step 3: Retain all records. For future audits or program monitoring visits store all referenced documentation in a secure location.
Step 4: Identify action areas. Review your assessment results for specific areas needing improvement or strengthening.
Step 5: Develop action plans. Create planned action steps and follow-up reminders for your team based on identified improvement areas.
Step 6: Focus on continuous improvement. Use this tool regularly to refine best practices, strengthen CTE programs, and ensure effective use of Perkins V funding for student success.
By following these steps, your LEA team can quickly self-assess, understand compliance gaps, and be prepared for future program review requirements.
Perkins V Self-Assessment
Instructions:
Answer the Yes/No compliance questions. After each question, if you answer "Yes," please provide a sentence indicating the type of supporting evidence to validate your response for Federal Program Monitoring (FPM) or program audit situations. If you answer "No", please contact your California Department of Education (CDE) Perkins V regional consultant. This self-assessment is for internal reflection only and is not collected.
Funding:
| Question | Yes / No | Sample Evidence |
|---|---|---|
Are Perkins V funds being used to supplement |
Yes / No |
General ledger expenditure report filtered for Resource code 3550 Career Technical Education (CTE) |
Do expenditures align with needs identified in the local needs assessment? |
Yes / No |
Comprehensive Local Needs Assessment (CLNA) summary and expenditure detail showing alignment. |
Are all costs reasonable, necessary, and properly documented? |
Yes / No |
Budget documents for CTE courses, justification forms for expenses. |
Are salaries/benefits supported by Personnel Activity Reports (PARs)? |
Yes / No |
Personnel Activity Reports (PARs) for all funded staff. |
Note: If this was for program monitoring, you would be required to provide the listed documents to substantiate each answer.
Standards, Assessment and Accountability:
| Question | Yes / No | Sample Evidence |
|---|---|---|
Are CTE teachers properly credentialed and provided ongoing professional development? |
Yes / No |
Teacher matrix within Program Grant Management System (PGMS) and professional development records. |
Do CTE programs align with California Model CTE Standards and offer coherent sequences? |
Yes / No |
Course outlines and sequence of courses documents. |
Is academic content integrated in CTE instruction for college/career prep? |
Yes / No |
Curriculum maps showing academic/CTE integration. |
Have work-based learning (WBL) and leadership development opportunities been implemented? |
Yes / No |
Activity logs and partnership agreements for WBL/leadership. |
Is there active stakeholder engagement and program promotion? |
Yes / No |
Needs assessment meeting agendas and promotional materials. |
Note: In a monitoring situation, the listed documents would be reviewed to confirm responses.
Opportunity and Equal Educational Access:
| Question | Yes / No | Sample Evidence |
|---|---|---|
| Is there a systematic plan to promote CTE programs to all groups? |
Yes / No |
Written promotion/recruitment plan and outreach evidence. |
| Are targeted supports for special populations in place? |
Yes / No |
Accommodations policies and special population rosters. |
| Are CTE evaluation results shared publicly for accountability? |
Yes / No |
Posted evaluation reports or summaries for stakeholders. |
| Can your promotion/recruitment efforts be substantiated with sample materials? |
Yes / No |
Brochures, presentations, and advisory meeting minutes. |
Note: These documents would be required for auditors or reviewers during compliance checks.
LEA Summary and Certification
| Question | Yes / No | Sample Evidence |
|---|---|---|
Is the LEA’s current accountability status known and documented? |
Yes / No |
Status documentation (e.g., CDE notifications, internal records). |
Have technical assistance needs been identified if applicable? |
Yes / No |
Requests or correspondence for technical support. |
Note: For official monitoring, evidence such as correspondence, summaries, and sign-in sheets would be requested.