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 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.