Skip to main content
California Department of Education Logo

Title I, Part A Closeout

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

The General Education Provisions Act Section 421(b)(1) and the Elementary and Secondary Education Act as reauthorized by the Every Student Succeeds Act (ESSA) Section 1127(a), state any Title I funds received, which are not obligated and expended by the local educational agency (LEA) within the current fiscal year (FY), shall remain available for obligation and expenditure for one additional FY. All remaining funds not expended or obligated by September 30 of the succeeding FY shall be returned to the California Department of Education (CDE).

The federal requirements found in the Office of Management and Budget (OMB) guidance cited at Title 2, Code of Federal Regulations (CFR), 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.

Closeout Report and Invoicing

The LEA will complete the Title I, Part A Closeout Report in the Consolidated Application and Reporting System (CARS) during the winter release each year.

FY 2021–22—Title I, Part A LEA Closeout Report

The LEA that reported carryover during FY 2021–22 must report expenditures related to that carryover to confirm that all FY 2021–22 Title I, Part A funds (including funds for nonprofit private school equitable services proportional share, parent and family engagement, local neglected and/or delinquent institutions, and direct and indirect services to homeless students) were expended by September 30, 2023.

The LEA will complete the Title I, Part A Closeout Report in the CARS during the winter release each year.

Invoicing for Unspent Funds

After the close of the 2023–24 CARS Winter Release, the CDE will invoice LEAs with remaining FY 2021–22 carryover funds reported in the 2021–22 Title I, Part A LEA Closeout Report.

Resources

CARS
Instructions for completing the 2021–22 Title I, Part A LEA Closeout Report in the CARS/Consolidated Application are available under the sub-section titled “Training and User Documents” on the web page.

CFR External link opens in new window or tab.
National Archives website guidance on CFR.

ESSA External link opens in new window or tab.
U.S. Department of Education (ED) guidance on ESSA.

LEA Identification and Selection of School Attendance Areas and Schools and Allocation of Title I Funds to Those Areas and Schools External link opens in new window or tab. (DOC)
ED non-regulatory guidance outlining how LEAs identify eligible Title I school attendance areas and schools and allocate funds to those attendance areas and schools.

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. (PDF)
ED non-regulatory guidance updating section E of the Title I fiscal issues guidance released in May 2006 addressing consolidating funds in schoolwide programs.

Fiscal Changes and Equitable Services Requirements Under the ESSA External link opens in new window or tab. (PDF)
ED non-regulatory guidance changes made by the ESSA to the State formula-grant programs.

Questions:   Rina DeRose | RDerose@cde.ca.gov | 916-323-0472
Last Reviewed: Friday, December 1, 2023
Recently Posted in Title I: Improving Academic Achievement
  • Student Support and Enrichment Block Grant (added 14-Jun-2024)
    Funding for county offices of education alternative education programs to provide additional student support and enrichment opportunities.
  • CSI COE Fiscal Reporting Instructions (added 04-Jun-2024)
    Instructions for County Offices of Education (COEs) that provide plan approval and plan development and implementation support to local educational agencies (LEAs) with schools meeting the criteria for Comprehensive Support and Improvement (CSI).
  • CSI COE Fiscal Reporting Instructions (added 30-Apr-2024)
    Instructions for County Offices of Education (COEs) that provide plan approval and plan development and implementation support to local educational agencies (LEAs) with schools meeting the criteria for Comprehensive Support and Improvement (CSI).
  • FY 2023–24 CSI COE AFF Instructions (added 30-Apr-2024)
    Instructions for completing Fiscal Year (FY) Comprehensive Support and Improvement (CSI) county offices of education (COEs) application for funding (AFF).
  • FY 2023–24 CSI COE AFF Instructions (added 30-Apr-2024)
    Instructions for completing Fiscal Year (FY) Comprehensive Support and Improvement (CSI) county offices of education (COEs) application for funding (AFF).