What is Carryover Carryover Process and Application Considerations amp Timelines Questions Oregon Department of Education 2 Agenda for Todays Session Carryover is the term often used to refer to funds that have not been spent as originally obligated by the district ID: 1028843
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1. Carrying Over Federal Funds
2. What is Carryover?Carryover Process and ApplicationConsiderations & TimelinesQuestionsOregon Department of Education2Agenda for Today’s Session
3. “Carryover” is the term often used to refer to funds that have not been spent as originally obligated by the district.Oregon Department of Education3What is “carryover”?
4. AUG 20222022-23 BUDGET NARRATIVE APPLICATION OPENSDEC 2022FINAL DATE FOR OBLIGATION OF 2022-23 FUNDS FOR *INTIAL GRANT PERIODSEPT 2023 NOV 2023 FINAL DATE FOR ALL 2022-23 CLAIMS FOR *INITIAL GRANT PERIODNOV 20232022-23 BUDGET NARRATIVES DUESEPT 2023FINAL DATE FOR OBLIGATION OF 2022-23 FUNDSNOV 2023FINAL DATE FOR ALL 2022-23 GRANT CLAIMSBEGINNING OF 2022-23 GRANT PERIODJULY 2022UNCLAIMED FUNDS BECOME “CARRYOVER”NOV 2023 *INITIAL GRANT PERIOD: 7/1/22 – 9/30/23 (15 MONTHS)YOU ARE HERESEPT20222022 - 23 FEDERAL FUNDS TIMELINE
5. How much can be carried over?ProgramPercentage AllowedTitle I-A15% (Can be waived once every 3 years)Title I-C20%Title I-D100%Title II-A100%Title III100%Title IV-A100%Title IV-B100% (upon approval from ODE)RLIS100%McKinney-Vento100% (upon approval from ODE)Oregon Department of Education5
6. Title I-ARequired Set-Asides15 % CapFunds originally allocated to schoolsTitle IV-AA district that does not meet the spending parameters during the initial grant year must do so in carryover20% WRE, 20% SHS, no more than 15% for technology infrastructureOregon Department of Education6Programmatic Requirements for Carryover
7. Explanation of what activities did not take place and whyDescription of allowable activities the district would like to undertakeOregon Department of Education7What does the application require?
8. Districts can transfer funds from II-A and IV-AFunds must be transferred in the initial grant yearActivities in carryover narrative should align with the requirements of the program into which funds were transferred Oregon Department of Education8Consideration: Transferring Funds
9. EGMS and Budget Narrative communicate!Transferred funds must be claimed in EGMS from the original allocationEGMS will generate a carryover narrative application for any district that has unclaimed funds after the November 14 claim deadlineOregon Department of Education9
10. Private schools must obligate funds in the year they were received, BUT…Private schools should be allowed to carryover funds that they were not able to expend due to COVIDCreate a line item in the appropriate narrative Oregon Department of Education10Consideration: Private School Eligibility
11. Timeline & Key DatesOregon Department of Education11Mid-NovemberApplication OpensMid-JanuaryApplication DueSeptember 30Activity End DateNovember 14Final Claim Date
12. Oregon Department of Education12What if our carryover plan changes after approval?
13. ResourcesCarryover BriefOregon Federal Funds GuideCIP Budget Narrative User Guide Federal Funds TimelineOregon Department of Education13
14. Amy Tidwellamy.tidwell@ode.oregon.govJen Engbergjennifer.engberg@ode.oregon.govLisa Plumblisa.plumb@ode.oregon.govSarah Martinsarah.martin@ode.oregon.govOregon Department of Education14Please reach out!
15. Regional Contacts by ESDAmy TidwellGrant, Harney, High Desert, InterMountain, Jefferson, North Central and Region 18Jen EngbergClackamas, Columbia Gorge, Multnomah and Northwest Regional Lisa PlumbLane, Linn Benton Lincoln and WillametteSarah MartinDouglas, Lake, Malheur, South Coast and Southern OregonOregon Department of Education15