The FY26 Carryover and Expiring Funds Review data and information instrument is now available in ePlan. This instrument provides an overview and acknowledgement of FY25 and FY24 grant remaining grant balances. LEAs are responsible to ensure that funds are spent during the grant period - including meeting carryover limitations.
Data will be provided for LEA review on the schedule below. Most data updates are review only and no action is needed from the LEA within the ePlan instrument. Two acknowledgement pages (August 15 and November 14) require either the LEA Authorized Representative or the LEA Fiscal Representative to acknowledge that they have reviewed the data and understand the LEAs obligation requirements.
Carryover (FY25) and Expiring (FY24) Funds Updated:
- August 15 (**Acknowledgement needed by August 31)
- August 21
- August 29
- September 5
- September 12
- September 19
- September 26
Expiring (FY24) Funds Updated Only:
- October 31
- November 14 (**Acknowledgment needed by November 30)
- December 1
- December 15
Please see the ePlan Carryover and Expiring Funds Review Data and Information Quick Guide and attend the Carryover, Waivers, and Expiring Funds presentation at the Federal Programs Institute for more information.