Section 1127 of the ESEA Title I, Part A, allows a local education agency (LEA) to carryover up to 15% of their allocations for any fiscal year. If the carryover amount exceeds 15%, the LEAs may file a request with the California Department of Education (CDE) to waive that limit. The fifteen percent carryover limit does not apply, if an LEA’s entitlement (including funds transferred-in from other Federal education programs) is less than $50,000 for the fiscal year. Information regarding carryover and waiver can be found on the website U.S. Department of Education's, Sec. 1127
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Transferability and Title I Carryover
If an LEA transfers funds from another Federal education program into Title I, Part A under the transferability provision in section 6123 of ESEA, then the additional amount transferred is added to the LEA’s Title I, Part A allocation and the combined amount becomes the base for calculating the 15 percent carryover limitation.
The Availability Period for Fiscal Year 2012-13 Funds
Fiscal year 2012-13 Title I, Part A funds are subject to the 15 percent carryover limit. These funds must be obligated by September 30, 2014 and the obligations must be liquidated by December 30, 2014. Any unobligated 2012-13 funds must be returned to CDE.
Title I, Part A Carryover Waiver Request
A request to waive the 15 percent carryover limit is embedded in Title I, Part A Carryover Calculation and Waiver Request, data collection of the Consolidated Application and Reporting System (CARS).
The LEAs apply for a carryover waiver by submitting a carryover waiver in CARS. If the LEA received a waiver of the 15 percent carryover limit for fiscal year 2010-11 or fiscal year 2011-12 funds, the LEA is not allowed to carry over 2012-13 funds exceeding the 15 percent limit and therefore, is not eligible to apply for a carryover waiver for the 2012-13 funds. The carryover waiver section will not be available to the ineligible LEAs. If the ineligible LEAs exceed the 15 percent carryover limit, the CDE will bill these LEAs for the amount exceeding the 15 percent carryover limit.
The instructions for completing the carryover calculation and the waiver request are included with the CARS data collection. The filing of the waiver request via CARS is not an automatic approval of the waiver request. The CDE will review the LEA’s request and issue a formal approval or denial of the Title I carryover waiver request.
February 2008 - Fiscal Issues: Title I, Part A, Non-regulatory Guidance
