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Title IV, Part A Carryover and Closeout

Report fiscal year expenditures to calculate Title IV, Part A unspent funds.

The California Department of Education (CDE) recommends that the local educational agency (LEA) obligate or expend the entire Title IV, Part A allocation within each fiscal year (FY).

The General Education Provisions Act (GEPA) Section 420 and the Elementary and Secondary Education Act (ESEA) as reauthorized by the Every Student Succeeds Act (ESSA) Section 4112(b), indicate any Title IV, Part A funds received are available to obligate and expend for the current fiscal year plus one additional fiscal year.

All remaining funds not expended or obligated by September 30 of the succeeding fiscal year shall be returned to the CDE.

LEAs have discretion how carryover (unspent) funds are re-allocated during the succeeding FY. Unspent Title IV, Part A funds from the prior year include centralized services, funds allocated to provide all students with access to a well-rounded education, funds allocated to improve school conditions for student learning; funds allocated to improve the use of technology in order to improve the academic achievement and digital literacy of all students, and funds allocated for equitable services.

Closeout Report and Invoicing

The federal requirements found in the Office of Management and Budget guidance cited at Title 2, Code of Federal Regulations, Part 200.16, closeout is the process by which the CDE determines that all applicable administrative actions and all required work of the Federal award have been completed for the allocation year.

The LEAs that receive a Title IV, Part A LEA allocation will complete the Title IV, Part A Closeout Report in the Consolidated Application and Reporting System during the winter release (opening in January each year).

The CDE will invoice the LEA for all remaining unspent funds reported in the Closeout Report.

Resources

Code of Federal Regulations (CFR) External link opens in new window or tab.

Every Student Succeeds Act (ESSA) External link opens in new window or tab.

Non-Regulatory Guidance: Fiscal Changes and Equitable Services Requirements Under the ESEA of 1965, as Amended by the ESSA External link opens in new window or tab. (PDF)

Questions: Kevin Donnelly | TitleIV@cde.ca.gov | 916-319-0942 
Last Reviewed: Thursday, July 23, 2020
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