The FY27 Carryover and Expiring Funds Review data and information instrument is now available in ePlan. This instrument provides an overview and acknowledgement of FY26, FY25, and FY24 grant remaining grant balances. LEAs are responsible for ensuring that funds are spent during the grant period, including meeting carryover limitations.
Data will be provided for LEA review on the schedule below.
Each data load will be shown on a separate page. Most pages will be review-only and no action is needed from the LEA within the ePlan instrument. Two Acknowledgement pages 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. LEAs must also complete an assurance that funds are obligated if the carryover requirement is not met in ePlan by Sept. 30.
The review can be found in ePlan > Data and Information > FY27 > Carryover and Expiring Funds Review