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Title I, Part A Carryover and Transfers-In

Under Title I, Part A, Section 1127, Carryover and Waiver, of the Elementary and Secondary Education Act reauthorized as the Every Student Succeeds Act (ESSA).

Limitation on Carryover

The ESSA, Title I, Part A, Section 1127(a), Limitation on Carryover, states that not more than 15 percent of the Title I, Part A funds allocated to an LEA for any fiscal year may remain available for obligation by such agency for one additional fiscal year.

A state educational agency (SEA) may waive the 15 percent carryover limitation if:

  1. The LEA ’s 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 only once every 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 of Funds and 15 Percent Carryover Limitation Calculation

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

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 Feb-2008)

Questions:   Kevin Donnelly | KDonnelly@cde.ca.gov | 916-319-0942
Last Reviewed: Monday, October 2, 2017