Enter Reservation of Funds Information > Step-by-Step

Complete the Reservation of Funds sections before finalizing the selection of schools on a Division of Federal Programs grant application:

1. Verify the Program Office in the upper right corner. To change the program office, click the link to open the Select Program Office window. Click SELECT beside a Program Office.

2. Verify the Program Year in the upper right corner. To change the year, click the link to open the Select Program Year window. Choose a new year and click OK.

3. From the main menu, click Grants Management. The dropdown menu appears.

4. Click Grant Application Summary. The Grant Application Summary screen appears.

5. Click the arrow beside a program name to expand its group and view all projects currently in-process.

6. Click the Select icon in the row to view full details for the consolidated project. The Grant Application Detail screen appears. For consolidated projects, the Consolidated Sub Grant Applications pane appears on the right side of the screen.

7. To view the subprojects associated with the consolidated project, click the Select icon beside the project name. The Grant Application Detail screen for the selected project appears.

Step 1 > Total Allocations and Set Asides

1. The link to the Reservation of Funds section appears in a separate area on the left side of the screen. Click the link. The Grant Application Section Detail screen displays the first screen used to enter information on how funds are reserved before completing the Selection of Schools distribution.

2. Complete the fields.

Base Title I Allocation for LEA	Read-Only	The total allocation allotted for Title I appears automatically in the field.
Total Neglected Allocation	Read-Only	The total allocations for all neglected schools (entered in the “Neglected Schools” section appears for reference.
Total Carryover Funds	Currency	Enter the total in the “Carryover” section for this Agency. If no Carryover funds are entered, the system uses a zero value.
Funds Transferred from Title IIA	Currency	If you are transferring funds from a Title IIA allocation, type the amount transferred. If no Carryover funds are entered, the system uses a zero value.
Title I Funds Available	Read-Only	The field displays the sum of total Title I funds plus Neglected Allocations plus Carryover funds.
NCLB Mandated Set Asides	Read-Only	The field displays the sum of total Title I funds minus the Set Asides entered in Step 2.
Highly Qualified Teachers	Dropdown	Click the dropdown. Click Yes or No. If your percentage of highly qualified teachers is less than 100%, you must provide additional information on the Consolidated Narrative (Professional Development section) as well as set aside up to 5% of your Title I allocation to ensure they become highly qualified as quickly as possible.
Homeless Exemption	Checkbox	Click one or both checkboxes to exempt Set Asides for the homeless. Agencies must reserve Title I funds to provide services to homeless students, unless one of the conditions apply. If one of these situations applies to your district, check the appropriate box to bypass the Set Aside requirement for homeless students. The exemption will be verified during a monitoring visit.

3. Click the Save button as needed to save your information.

4. Click Next to proceed to Step 2 and complete the second section of Reservation of Funds information.

5. Click the Back to Grant Application Detail button to return to the main Grant Application Detail screen.

Step 2 > Entry of Set Aside Detail Information

1. Step 2 of the Reservation of Funds section displays a table used to enter set aside totals for each segment of the budget.

2. Complete the fields in the table. Click a field or press TAB to move among the fields. Note that gray fields are read-only or restricted and cannot be edited. Totals are calculated automatically after the information is saved.

Total Amount of Funds Reserved	Read-Only / System Calculation	After you enter information in the detail table, the total amount of set aside funds is calculated and displayed in the field. Click the Recalculate Total Set Asides button at any time to show the total.
Total Amount of Funds Available	Read-Only / System Calculation	The total amount of funds available for distribution to Title I schools is retrieved from the allocation information entered in Step 1.
Set Aside Requirements	Column Fields / Read-Only	For each available row in the detail table, applicable set aside requirements are calculated automatically. Note that set asides may be required for: § Parental Involvement § Non Highly Qualified Teachers § School Choice (SI1 and above) § SES (SI2 and above) § LEA Improvement See Set Aside Table > Basic Information for field details.
Title I	Column Fields / Currency	For each available row in the detail table, enter the applicable amount of Title I set asides. See Set Aside Table > Basic Information for field details.
Title I SI Building Allocation	Column Fields / Currency	If a Title I SI Building Allocation set aside is applicable for LEA improvement, enter the amount in the field. See Set Aside Table > Basic Information for field details.
Title IIA	Column Fields / Currency	For each available row in the detail table, enter the applicable amount of Title IIa set asides. See Set Aside Table > Basic Information for field details.
Other	Column Fields / Currency	For each available row in the detail table, enter the applicable amount of Other set asides. See Set Aside Table > Basic Information for field details.
Total Set Aside	Column Fields / Read-Only	The Total Set Asides in each row. See Set Aside Table > Basic Information for field details.
State/Local Funding Source	Column Fields / Currency	For each available row in the detail table, enter the applicable amount of set asides from other state or local funding sources.

3. Click Recalculate Total Set Asides at any time to recalculate the totals in the table.

4. Click Back, if needed, to return to the previous screen.

5. Click the Save button as needed to save your information.

6. After all information is entered, click the Mark Section Complete button at the bottom of the screen.

7. Click the Back to Grant Application Detail button to return to the main Grant Application Detail screen.

For more information:

Set Aside Table > Basic Information

Managing Special Grant Applications – Division of Federal Programs

Creating a Grant Application

Selecting and Viewing Grant Applications

Generating Contract Documents

Completing the Application

Applying Authorized Signoffs

Submitting Grant Applications

Managing Consolidated Grant Applications

Managing Consortium Grant Applications