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2018–19 Title I Part A LEA Carryover - Amended

Consolidated Application Winter Release instructions for the 2018–19 Title I, Part A Local Educational Agency (LEA) Carryover form, which has been amended from the original instructions posted on January 15, 2020.
Data Collection Purpose

This form is used to determine the amount of fiscal year (FY) 2018–19 Title I, Part A funds to be carried forward to FY 2019–20. The 2018–19 Title I, Part A LEA Carryover data collection form must be completed by all local educational agencies (LEAs) that received 2018–19 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 2018–19 are not subject to the 15 percent carryover limit but are required to complete this data collection form.

Note: Effective FY 2019–20, this form must be certified annually.

Guidance

The Elementary and Secondary Education Act (ESEA) reauthorized as the Every Student Succeeds Act (ESSA) 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.

For more information, please refer to the California Department of Education (CDE) Title I, Part A Carryover and Waiver web page.

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

On April 10, 2020 the U.S. Department of Education (ED) waived the period of availability in section 421(b) of the General Education Provisions Act (GEPA), to extend the period of availability of FY 2018 funds for Title I, Part A until September 30, 2021.

CDE Program Staff Contact

Kevin Donnelly
Education Programs Assistant
Federal Programs and Reporting Office
kdonnelly@cde.ca.gov
916-319-0942

Displayed Data – Allocation and Transfers

2018–19 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.

2018–19 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, 2019. Required field. Amount must be equal to or greater than zero.
Displayed Data – Carryover Calculation

Carryover as of September 30, 2019: The 2018–19 Title I, Part A LEA available allocation amount minus the expenditures and obligations through September 30, 2019.

Carryover percent as of September 30, 2019: The September carryover divided by the 2018–19 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.

2018–19 Allowable carryover amount: The data is calculated as 15 percent of the 2018–19 Title I, Part A LEA available allocation.

Amount of 2018–19 carryover funds above the allowable 15 percent: The data is calculated as the carryover as of September 30, 2019, minus the 2018–19 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.

Note: On April 10, 2020 ED waived the period of availability in section 421(b) of the General Education Provisions Act (GEPA), to extend the period of availability of FY 2018 funds for Title I, Part A until September 30, 2021. General waiver will be submitted by each LEA during the Consolidated Application and Reporting System (CARS) reopening which will allow the extension of funds.

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.

Note: On April 10, 2020 ED waived the period of availability in section 421(b) of the (GEPA), to extend the period of availability of FY 2018 funds for Title I, Part A until September 30, 2021. General waiver will be submitted by each LEA during the CARS reopening which will allow the extension of funds.

Step Action Program Instructions
2 Provide the Reasonable and Necessary Justification description. Each LEA waiver will have the standard response for the Federal Flexibility Waiver.  LEAs are advised to submit the waiver as is for the extension of Title I, Part A funds.
Error Messages
Field Name Error Message Resolution
Expenditures and Obligations Expenditures and obligations as of September 30, 2019, 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.
Carryover Amount The 2018–19 carryover amount as of September 30, 2019, 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. To recalculate this value and resolve this error, select the form to open, then save it again.
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 recertifying this data, Title I, Part A School Allocations must be saved and certified again.

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Questions:   ConApp Support Desk | conappsupport@cde.ca.gov | 916-319-0297
Last Reviewed: Friday, June 12, 2020
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