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Instructions: 2017–18 Title I Part A LEA Carryover

Consolidated Application Winter Release instructions for the 2017–18 Title I, Part A Local Educational Agency (LEA) Carryover.
Data Collection Purpose

This form is used to determine the amount of fiscal year (FY) 2017–18 Title I, Part A funds to be carried forward to FY 2018–19. The 2017–18 Title I, Part A LEA Carryover data collection form must be completed by all local educational agencies (LEAs) that received 2017–18 Title I, Part A funds.

LEAs receiving less than $50,000 of Title I, Part A funds (including funds transferred-in from other sources) in FY 2017–18 are not subject to the 15 percent carryover limit but are required to complete this data collection form.

Guidance

For more information, please refer to the Title I, Part A Carryover and Waiver web page.

Every Student Succeeds Act Section 1127(a) limits the amount of Title I, Part A funds an LEA may carry over from one FY allocation to not more than 15 percent of the total Title I, Part A funds allocated to the LEA for that FY. The law allows a state educational agency (SEA) to grant an LEA a waiver of this carryover limit if: (1) the LEA request is reasonable and necessary, or (2) a supplemental Title I, Part A appropriation becomes available. The law limits the SEA’s ability to grant such a waiver to once in three years.

Completion of the waiver section in this report is not an automatic approval of the carryover waiver. The CDE will send the LEA a written approval or denial of the LEA waiver request.

Note: The waiver must be approved before the LEA can spend the carryover funds that are in excess of the 15 percent limit.

CDE Program Staff Contact

Kevin Donnelly
Education Programs Assistant
Title I Policy and Program Guidance Office
kdonnelly@cde.ca.gov
916-319-0942

Rina DeRose
Education Programs Consultant
Title I Policy and Program Guidance Office
rderose@cde.ca.gov
916-323-0472

Displayed Data – Source Data and Available Allocation

2017–18 Title I, Part A LEA allocation: Source data from the CDE Title I, Parts A and D web page.

Transferred-in amount: Data displays as reported in the same fiscal year Federal Transferability data collection form.

2017–18 Title I, Part A LEA available allocation: The allocation amount plus the transferred-in amount.

Procedures – Expenditures and Obligations
Step Action Program Instructions
1 Enter the Expenditures and Obligations through September 30, 2018. Required field. Amount must be equal to or greater than zero.
Displayed Data – Carryover Calculation

Carryover as of September 30, 2018: The 2017–18 Title I, Part A LEA available allocation amount minus the expenditures and obligations through September 30, 2018.

Carryover percent as of September 30, 2018: The September carryover divided by the 2017–18 Title I, Part A LEA available allocation then multiplied by 100 to display value as a percentage.

Note: If the September carryover is 15 percent or less, then no additional fields will display.

2017–18 Allowable carryover amount: The data is calculated as 15 percent of the 2017–18 Title I, Part A LEA available allocation.

Amount of 2017–18 carryover funds above the allowable 15 percent: The data is calculated as the carryover as of September 30, 2018, minus the 2017–18 allowable carryover amount, or zero, whichever is greater.

Procedures – Waiver Request

If the LEA has an available allocation that is less than $50,000, then the rules and function of the waiver request section of this data collection form do not apply, regardless of the September carryover percent.

If the September carryover is greater than 15 percent for a LEA with an available allocation greater than $50,000, and the LEA received a waiver within the last two years, then the LEA is not eligible for a new waiver. When the carryover calculation is saved, the waiver request section will not display, and the LEA will be billed by CDE to return the amount of carryover funds above the allowable 15 percent.

If the September carryover is greater than 15 percent for a LEA with an available allocation greater than $50,000, and the LEA has not received a waiver within the last two years, then the LEA is eligible for a new waiver. When the carryover calculation is saved, the waiver request section will display in this data collection form. The LEA can elect to either complete the waiver request to request that waiver, or not to complete the waiver request and be billed by CDE to return the amount of carryover funds above the allowable 15 percent.

Step Action Program Instructions
2 Provide the Reasonable and Necessary Justification description. Optional field. Describe how the LEA plans to expend or obligate the carryover funds. Maximum 1000 characters.
Error Messages
Field Name Error Message Resolution
Expenditures and Obligations Expenditures and obligations as of September 30, 2018, must be less than or equal to Title I, Part A LEA available allocation. Expenditures and obligations cannot exceed the Title I, Part A LEA available allocation.
Not field name specific LEA received less than $50,000 in Title I Part A funds, a waiver is not applicable. This is a note advising the LEA that no additional action is needed; a waiver request is not applicable.
Not field name specific Note: LEA is eligible for a waiver. If the waiver is not completed, then CDE will invoice the LEA to return funds exceeding the 15 percent carryover limit. This is a note advising the LEA they are eligible for a waiver. Additional action is optional.
Not field name specific LEA is not eligible for a waiver. LEA has previously applied for and received a waiver in the last two years. CDE will invoice the LEA to return funds exceeding the 15 percent carryover limit. Note only. CDE will invoice the LEA to return funds exceeding the 15 percent carryover limit.
Carryover Amount The 2017–18 carryover amount as of September 30, 2018, is not calculated properly. A change has occurred to either the Federal Transferability amount or the Title I, Part A allocation. To recalculate this value and resolve this error, save this submission again. Open and re-save the form.
Not field name specific Title I, Part A School Allocations has been certified with data from this form. After certifying this data, Title I, Part A School Allocations must be saved and certified again. After certifying this data, Title I, Part A School Allocations must be saved and certified again.
Not field name specific Federal Transferability must be certified before this submission. Certification dependency. Certify the referenced form before or at the same time as this data collection.

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Questions:   ConApp Support Desk | conappsupport@cde.ca.gov | 916-319-0297
Last Reviewed: Wednesday, January 29, 2020
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