State Fiscal Data Collection Tool

Appendix B

State Fiscal Data Collection Tool

FISCAL DATA COLLECTION TOOL

Date, 2009

Dear NAME:

The Congressionally mandated National Assessment of Career and Technical Education (NACTE) is undertaking a study of the distribution of funds under the Perkins Career and Technical Education Act of 2006 (Perkins IV) within states to eligible secondary and postsecondary recipients. The study will assess how state allocations to local secondary and postsecondary providers have changed with the 2006 reauthorization of Perkins IV by comparing distributions of Perkins III funds with the distributions under the current law. The results of the study will be reported to Congress and are likely to figure prominently in future discussions of the Act’s reauthorization.

We are seeking your cooperation in supplying us with the data needed to conduct the study. To assess the impact of the new requirements, we are asking you to send information on your distribution of federal Perkins funds for the 2006-2007 academic year (the last year affected by Perkins III) and for the 2009-2010 academic year. If your state used an alternative formula for the allocation of funds, please send us data for the relevant allocation factors.

We have provided you with a template to assist you in responding to this data request. Although we are willing to accept data in whatever form is easiest for you to provide, our preferred approach would be for you to e-mail us electronic worksheets or data files containing the relevant allocation data.

When the data are submitted, we would also like the name of a contact person whom we may call for clarification or amplification of the data you send us. Please return the requested information to:

Sandra Staklis

E-mail Address: [email protected]

Telephone: 510-849-4942

510-849-0794 (fax)

Mailing Address: MPR Associates, Inc.

2150 Shattuck Avenue, Suite 800

Berkeley, CA 94704

We would appreciate your sending us the information no later than ENTER DATE. If this date poses a problem, or if you need additional information, please contact Dr. Staklis to request an extension.

Data Submissions:

1. State Distribution of Federal Perkins III and Perkins IV funds:

Distribution	2006-2007 (Perkins III)	2009-2010 (Perkins IV)
Title I allocation to state	$	$
Title II allocation to state	$	$
Title I Base Grant *	$	$
Secondary Sector	$	$
Postsecondary Sector	$	$
Reserve Allocation	$	$
State Leadership	$	$
Nontraditional	$	$
Corrections	$	$
State Administration	$	$
State Match	$	$
*Note: If your state consolidated its 2009-10 Title II Tech Prep funds into its Title I Basic Grant, include the total amount allocated as a Basic Grant here

2. State Allocation of Secondary Title I Funds

For each local eligible agency, please provide us with the following information. Data contained in each row in your worksheet should correspond to an individual LEA.

Data Elements and Requested File Format

Column 1: Grant Recipient Name

Column 2: Grant Recipient State ID Number

Column 3: Grant Recipient NCES DISTRICT ID Number

Column 4: 2006-07 Consortium Member Identifier (if applicable)

Column 5: 2006-07 Number of 5–17 year-old students residing in the LEA for the preceding fiscal year (i.e., Perkins distribution criteria for 30% of basic grant funds)

Column 6: 2006-07 Number of 5–17 year-old students residing in the LEA living in poverty for the preceding fiscal year (i.e., Perkins distribution criteria for 70% of basic grant funds)

Column 7: 2006-07 Total LEA Perkins Grant Allocation

Column 8: 2009-10 Consortium Member Identifier (if applicable)

Column 9: 2009-10 Number of 5–17 year-old students residing in the LEA for the preceding fiscal year (i.e., Perkins distribution criteria for 30% of basic grant funds, including Tech Prep, if your state consolidated its funding)

Column 10: 2009-10 Number of 5–17 year-old students residing in the LEA living in poverty for the preceding fiscal year (i.e., Perkins distribution criteria for 70% of basic grant funds, including Tech Prep, if your state consolidated its funding)

Column 11: 2009-10 Total LEA Perkins Grant Allocation

3. State Allocation of Postsecondary Title I Funds

For each postsecondary grantee, please provide us with the following information. Data contained in each row in your worksheet should correspond to an individual institution. [Note: If your state uses an alternative formula please adjust the data elements and file format below to accommodate reporting of your distribution criteria.]

Data Elements and Requested File Format

Column 1: Grant Recipient Name

Column 2: Grant Recipient State ID Number

Column 3: Grant Recipient IPEDS ID Number

Column 4: 2006-07 Consortium Member Identifier (if applicable)

Column 5: 2006-07 Number of Pell Grant Recipients and the Bureau of Indian Affairs Recipients Attending Institution (i.e., Perkins distribution criteria for basic grant funds)

Column 6: 2006-07 Total LEA Perkins Grant Allocation

Column 7: 2009-10 Consortium Member Number (if applicable)

Column 8: 2009-10 Number of Pell Grant and Bureau of Indian Affairs Recipients Attending Institution (i.e., Perkins distribution criteria for basic grant funds)

Column 9: 2009-10 Total LEA Perkins Grant Allocation

4. State Allocation of Title II Funds

For each Tech Prep grantee, please provide us with the following information. Data contained in each row in your worksheet should correspond to an individual institution.

Column 1: Grant Recipient Name

Column 2: Grant Recipient State ID Number

Column 3: Grant Recipient NCES ID or IPEDS ID Number

Column 4: 2006-07 Title II Allocation

Column 5: 2009-10 Title II Allocation

State Fiscal Data Collection Tool 2