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Carryover and Waiver Information

Pertains to Section 1127 of the Elementary and Secondary Education Act (ESEA) as amended by the Every Student Succeeds Act (ESSA), Title I, Part A

Title I, Part A Carryover

The Elementary and Secondary Education Act (ESEA) (Title I, Part A Section 1127) allows a local education agency (LEA) to carry over up to 15 percent of a fiscal year’s Title I, Part A allocation. The law allows a state education agency (SEA) to grant an LEA a waiver of this carryover limit if: (1) the LEA’s request is reasonable and necessary or (2) a supplemental Title I, Part A appropriation becomes available. However, the law limits the SEA’s ability to grant such a waiver to only once in three years. The 15 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.

Transferability and Title I, Part A Carryover

If an LEA transfers funds from another Federal education program into Title I, Part A under the transferability provision in Section 5103 of the 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.

Title I, Part A Carryover Waiver Request

A request to waive the 15 percent carryover limit is embedded in the Title I, Part A Carryover data collection of the Consolidated Application and Reporting System (CARS). An LEA may apply for a carryover waiver by submitting a carryover waiver request in CARS. If the LEA received a waiver of the 15 percent carryover limit for fiscal year 2014–15 or fiscal year 2015–16 funds, the LEA is not allowed to carry over fiscal year 2016–17 funds exceeding the 15 percent limit; therefore, the LEA is considered ineligible to apply for a carryover waiver for the 2016–17 funds. An LEA that is ineligible to apply for a waiver and exceeds the 15 percent carryover limit will be billed to recover 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 through the CARS is not an automatic approval of the waiver request. The California Department of Education will review the LEA’s request and issue a formal approval or denial of the Title I, Part A carryover waiver request.

Resources

Non-Regulatory Guidance: Fiscal Changes and Equitable Services Requirements Under the Elementary and Secondary Education Act of 1965 (ESEA), as Amended by the Every Student Succeeds Act (ESSA) External link opens in new window or tab.  (PDF; Dated 21-Nov-2016)

Non-regulatory Guidance—Title I Fiscal Issues: Maintenance of Effort Comparability Supplement, not Supplant Carryover Consolidating Funds in Schoolwide Programs Grantback Requirements External link opens in new window or tab. (DOC; Revised February 2008)

 

Questions: Mindi Yates | MYates@cde.ca.gov | 916-319-0789 
Last Reviewed: Tuesday, April 18, 2017
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