Perkins Annual Workflow Swimlane

This page displays the annual Perkins workflow by major activity area and the approximate month in which each activity occurs. Activities are organized into separate rows for State responsibilities and Consortia responsibilities, using a swimlane layout.

● Application – State◆ Application – Consortia

Legend: ● State Responsibilities | ◆ Consortia Responsibilities

Abbreviations: APR = Annual Performance Report; CAR = Consolidated Annual Report; CLNA = Comprehensive Local Needs Assessment; SDPL = State Determined Performance Levels.

Perkins annual workflow by task and month
Task - Responsible Party July August September October November December January February March April May June
Application – State Application approval and award letters sent Review process Feedback on process Update process Instructions to Consortia Performance reports available (SDPL) Meet with Consortia and gather feedback on draft Done by mid April Review applications and guide revisions
Application – Consortia Feedback on process Prepare application Prepare application Prepare application Rough draft due late February Schedule Revisions to application Application due May 1
CLNA / Framework – State Feedback on process Update CLNA process Instructions to Consortia Performance reports available (SDPL)
CLNA / Framework – Consortia Ongoing CLNA Ongoing CLNA Ongoing CLNA; feedback on process Ongoing CLNA Prepare CLNA Prepare CLNA Prepare CLNA CLNA target early February Ongoing CLNA Ongoing CLNA Ongoing CLNA Ongoing CLNA
APR / CAR – State Reviews APR Approves APR Prepare CAR CAR due January 31
APR – Consortia Prepare APR Prepare APR Prepare APR APR due October 15 Update APR if needed
Monitoring – State Reviews process Update instructions, risk assessment, and consortia notified Technical assistance and monitoring Technical assistance and monitoring Technical assistance and monitoring Technical assistance and monitoring Technical assistance and monitoring Technical assistance and monitoring
Monitoring – Consortia Prepare monitoring and/or participate in technical assistance Prepare monitoring and/or participate in technical assistance Prepare monitoring and/or participate in technical assistance Prepare monitoring and/or participate in technical assistance Prepare monitoring and/or participate in technical assistance Prepare monitoring and/or participate in technical assistance Prepare monitoring and/or participate in technical assistance
Reallocation – State Reallocation amounts early February Approves reallocation late March Draw update Draw update Draw update
Reallocation – Consortia Prepare reallocation plan Prepare reallocation plan Prepare reallocation plan Prepare reallocation plan Reallocation plan due early March; revisions if needed 35% drawn; reallocate funds 75% drawn; reallocate funds 100% drawn; reallocate funds
Basic / Reserve Expenditures – State Award letter sent Draw update Draw update Draw update Draw update
Basic / Reserve Expenditures – Consortia Award letter received Allocate funds Allocate funds Allocate funds Allocate funds; 25% drawn Allocate funds Allocate funds Allocate funds; 50% drawn Allocate funds Allocate funds; 75% drawn Allocate funds Allocate funds; 100% drawn

Application – State

  • July: Application approval and award letters sent
  • August: Review process
  • September: Feedback on process
  • October: Update process
  • November: Instructions to Consortia
  • January: Performance reports available (SDPL)
  • March: Meet with Consortia and gather feedback on draft
  • April: Done by mid April
  • May: Review applications and guide revisions

Application – Consortia

  • September: Feedback on process
  • November–January: Prepare application
  • February: Rough draft due late February
  • March: Schedule
  • April: Revisions to application
  • May 1: Application due

CLNA / Framework – State

  • September: Feedback on process
  • October: Update CLNA process
  • November: Instructions to Consortia
  • January: Performance reports available (SDPL)

CLNA / Framework – Consortia

  • July–October: Ongoing CLNA
  • November–January: Prepare CLNA
  • Early February: CLNA target
  • March–June: Ongoing CLNA

Source: Perkins Annual Workflow – Swim Lanes, version 9-10-2024.

Policy & Procedure History
Date of Implementation: 07/01/2026
Date of Last Review: 0/0/0