IV.Financial Requirements

A.Statutory Requirements

  1. Describe how your agency will allocate funds it receives through the allotment made under section 111 of the Act, including any funds that you choose to consolidate under section 202(2) of the Act, will be allocated among career and technical education at the secondary level, or career and technical education at the postsecondary and adult level, or both, including the rationale for such allocation. [Sec. 122(c)(6)(A); Sec. 202(c)]

Funds made available under Title I, Section 111 of the Act, including funds consolidated under Section 202(a) of the Perkins Act will be allocate to both secondary and postsecondary eligible recipients. Of the funds available under Section 112(a)(1) approximately 10% will be used for the reserve fund as specified in Section 112(c). The remaining funds available under Section 112(a)(1) will be allocated as follows: 56% to the secondary eligible recipients and 44% to postsecondary eligible recipients.

Louisiana has used a 56%/44% (secondary/postsecondary) split since 1976. The LCTCS (eligible agency) Board of Supervisors approved the continuation of this split for the transition year (July 1, 2007 – June 30, 2008). The rationale for this split of the funds was based on statistical data used by the Louisiana Department of Education prior to July 1, 1999.

  1. Provide the specific dollar allocations made available by the eligible agency for career and technical education programs under section 131(a)-(e) of the Act and how these allocations are distributed to local educational agencies, area career and technical education schools, and educational service agencies within the State. [Section 131(g)]

Section / Allocation / Distribution Criteria
131(a) / $10,211,012 / As stated in the Perkins Act of 2006, Section 131(a)(1-2)
131(b) / n/a / Louisiana will not request a waiver for a more equitable distribution
131(c) / n/a / Section 131(a)(1-2); Waivers will be granted on a case-by-case basis
131(d) / n/a / Louisiana does not have limited jurisdiction agencies
131(e) / n/a / Not applicable for Louisiana
  1. Provide the specific dollar allocations made available by the eligible agency for career and technical education programs under section 132(a) of the Act and how these allocations are distributed to postsecondary institutions within the State. [Sec. 122(c)(6)(A); Sec. 202(c)]

Section / Allocation / Distribution Criteria
132(a) / $8,022,939 / The postsecondary allocation will be distributed to eligible recipients based on the number current year PELL grant recipients enrolled in CTE programs. Louisiana will also request a waiver for an alternative funding formula that will factor in the number of recipients supported with WIA funds. The alternate funding formula creates a more equitable distribution of funds to postsecondary eligible recipients.
  1. Describe how your agency will allocate any of these funds among any consortia that will be formed among secondary schools, and how funds will be allocated among the members of the consortia, including the rationale for such allocation. [Sec. 122(c)(6)(B); Sec. 202(c)]

Secondary schools that do not qualify for the $15,000 minimum will be encouraged to form or a join a consortium with another local education agency that meets the requirements of section 135 in order to receive Perkins IV funds. The consortium will serve as the structure to provide services to all participating LEAs. The consortia members determine which institution will serve as the fiscal agent. The fiscal agent has the responsibility for submitting the LAP that addresses the consortium, and developing a plan that will meet the educational objectives, and planning the accompanying activities to reach the objectives. The fiscal agent is also responsible for all payments of invoices, payroll, and other financial activities.

  1. Describe how your agency will allocate any of these funds among any consortia that will be formed among postsecondary institutions, and how funds will be allocated among the members of the consortia, including the rationale for such allocation. [Sec. 122(c)(6)(B); Sec. 202(c)]

Postsecondary eligible recipients whose allocation does not equal the required $50,000 minimum will be encouraged to form or a join a consortium with another local education agency that meets the requirements to receive Perkins IV funds. The consortium will serve as the structure to provide services to all participating institutions. The consortia members determine which institution will serve as the fiscal agent. The fiscal agent has the responsibility for submitting the LAP that addresses the consortium, and developing a plan that will meet the educational objectives, and planning the accompanying activities to reach the objectives. The fiscal agent is also responsible for all payments of invoices, payroll and other financial activities.

  1. Describe how you will adjust the data used to make the allocations to reflect any change in school district boundaries that may have occurred since the population and/or enrollment data was collected, and include local educational agencies without geographical boundaries, such as charter schools and secondary schools funded by the Bureau of Indian Affairs. [Sec. 131(a)(3)]

In collaboration with LDE, the LCTCS will adjust the data used to make allocations to reflect changes in school districts that may have occurred since the population and/or enrollment data were collected. School population and census data will be used to adjust the data. Approved charter schools with CTE programs that make application for funding will be treated the same as other schools within the district.

  1. Provide a description of any proposed alternative allocation formula(s) requiring approval by the Secretary as described in section 131(b) or 132(b) of the Act. At a minimum, you must provide an allocation run for eligible recipients using the required elements outlined in section 131(a) and/or section 132(a)(2) of the Act, together with an allocation run using the proposed alternative formula(s). Also you must include a demonstration that the alternative secondary formula more effectively targets funds on the basis of poverty, as described in section 131(b)(1) of the Act; and/or, in the case of an alternative postsecondary formula, a demonstration that the formula described in section 132(a)(2) of the Act does not result in a distribution of funds to eligible recipients that have the highest numbers of economically disadvantaged individuals and that an alternative formula would result in such a distribution.

Postsecondary Formula Waiver.

Louisiana elects to seek a waiver for allocating Carl Perkins funds at the postsecondary level. The request for a waiver creates a more equitable distribution of funds to postsecondary institutions located in small rural communities and those who award a small amount of PELL grants. Louisiana has a high level of poverty—the state average is approximately 30%. Louisiana’s waiver request formula includes a count of CTE students who are recipients of WIA training vouchers received in addition to the PELL grant awards per eligible institution and/or region. Appendix D contains the proposed waiver request and the actual distribution of funds using the waiver.

B.Other Department Requirements

  1. You must submit a detailed project budget, using the forms provided in Part B of this guide.

The Perkins IV Budget Table for Program Year 1 (July 1, 2007 to June 30, 2008) is included in Part B. The budget allocations for both Title I and Title II are based on estimated allocations received from the US DOE-OVAE. The final state allocations should be available prior to the submittal of the One-Year Transition Plan.

Pursuant to Sections 112(a)(1)-(a)(3), 112(b) and 112(c), the Louisiana Community and Technical College System will reserve funds and provide match as shown in PART B, Perkins IV Budget Table—Program Year 1.

  1. You must provide a listing of allocations made to consortia (secondary and postsecondary) from funds available under sections 112(a) and (c) of the Act.

Consortiums formed in order to receive Perkins funding are formed at a later date. Based on the funding year 2007, below is a listing of allocations made to consortia.

Consortium-SecondaryAllocation

During this fiscal year thirty LEAs were eligible to form or join a consortium as their allocations for program year were less than $15,000.

Consortium-PostsecondaryAllocation

Delgado CC and Region I1,597,615

Fletcher Technical Community College and246,196

Southeastern Louisiana University

  1. You must describe the secondary and postsecondary formulas used to allocate funds available under section 112(a) of the Act, as required by section 131(a) and 132(a) of the Act.

Secondary Formula

Thirty percent of the funds reserved under Section 112(a)(1) for distribution to secondary education programs under Section 131(a) of the Act, will be allocated to local educational agencies based on the relative share of individuals aged 5-17, inclusive, who reside in the school district served by the local educational agency for the preceding year compared to all individuals aged 5-17, inclusive, who reside in the school districts served by all local educational agencies in the State for the preceding fiscal year.

Seventy percent of the funds reserved under Section 112(a)(1) for distribution to secondary education programs under Section 131(a) of the Act will be allocated to local educational agencies based on the relative share of individuals aged 5-17, inclusive, who reside in the school district served by the local educational agency and are from families below the poverty level for the preceding year compared to all individuals aged 5-17, inclusive, who reside in the school districts served by all local educational agencies in the State and are from families below the poverty level for the preceding fiscal year.

Postsecondary Formula

Funds reserved under Section 112(a) for distribution to postsecondary education programs under Section 132(a) will be allocated based the total number of individuals who are Pell Grant recipients and recipients of assistance from the Workforce Investment Act (WIA) who are enrolled in state funded career and technical education programs in the State. Louisiana will use the data from the most current fiscal year (i.e. for Perkins IV, Year 1, data from 2006-2007 will be used in the formula).

  1. You must describe the competitive basis or formula to be used to award reserve funds under section 112(c) of the Act.

Funds reserved under Section 112(c) will be made available to fund the secondary to postsecondary activities carried out by fourteen eligible recipients. The eligible recipients are located either in rural areas; areas with high percentages of career and technical education students; or areas with high numbers of CTE students. Eligible recipients identified will submit a transition application. The funding will be distributed equally to the eligible recipients to support secondary to postsecondary activities in the State.

  1. You must describe the procedures used to rank and determine eligible recipients seeking funding under section 112(c) of the Act.

Funds reserved under Section 112(c) of the Act will be distributed equally to the fourteen eligible recipients (fiscal agents—8 postsecondary and 6 secondary for the transition year). The identified eligible recipients will submit a transition year plan for the funds reserved under Section 112(c).

  1. You must include a description of the procedures used to determine eligible recipients in rural and sparsely populated areas under section 131(c)(2) or 132(a)(4) of the Act.

The LCTCS in consultation with LDE will waive the $15,000 minimum if a secondary school in a rural sparsely populated area, or a charter LEA operating approved career and technical education programs is unable to enter a local or regional consortium.

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