2021–22 Title I, Part A LEA Carryover

Data Collection Purpose

This form is used to determine the amount of fiscal year (FY) 2021–22 Title I, Part A funds to be carried forward to FY 2022–23. The 2021–22 Title I, Part A LEA Carryover data collection form must be completed by all local educational agencies (LEAs) that received 2021–22 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 2021–22 are not subject to the 15 percent carryover limit but are required to complete this data collection form.

Program Information

The Elementary and Secondary Education Act reauthorized as the 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. Additional information is available on the California Department of Education (CDE) Title I, Part A Carryover Waiver Request Criteria web page.

Completion of the waiver section in this form 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.

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

CDE Program Staff Contact

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

Displayed Data – Allocation and Transfers

2021–22 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.

2021–22 Title I, Part A LEA available allocation: The LEA allocation amount plus the transferred-in amount.

Procedures – Expenditures and Obligations

Displayed Data – Carryover Calculation

Carryover as of September 30, 2022: The 2021–22 Title I, Part A LEA available allocation amount minus the expenditures and obligations through September 30, 2022.

Carryover percent as of September 30, 2022: The September carryover divided by the 2021–22 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 or the LEA is not eligible to apply for a carryover waiver, then no additional fields will display.

2021–22 Allowable carryover amount: The data is calculated as 15 percent of the 2021–22 Title I, Part A LEA available allocation.

Amount of 2021–22 carryover funds above the allowable 15 percent: The data is calculated as the carryover as of September 30, 2022, minus the 2021–22 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.

An LEA is eligible to apply for a carryover waiver three years from when the last carryover waiver was approved for the LEA.

If the September carryover is greater than 15 percent for an LEA with an available allocation greater than $50,000, and 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.

Error Messages

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