SIMPLIFIED INSTRUCTIONS

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SIMPLIFIED INSTRUCTIONS 
FOR TIMELY OBLIGATION OF FY 2007 	LIHEAP FUNDS 
AND REPORTING FUNDS FOR CARRYOVER AND REALLOTMENT

1.	Add together the funds you received from HHS in FY 2007 in the form of LIHEAP block grant awards, any emergency contingency funds that may have been awarded in 2007, and any oil overcharge funds designated for use in LIHEAP for FY 2007.  You may carry over up to 10% of this total for obligation in FY 2008.

2.	At least 90% of the total funds available to you in FY 2007, as calculated in Paragraph #1, must be obligated by you for use in LIHEAP no later than September 30, 2007, which is the end of FY 2007.  (Please note that this requirement applies to obligation only, not expenditure of funds.)

3.	No more than 10% of the funds available to you for FY 2007, as calculated in Paragraph #1, may be carried over for obligation in FY 2008.  You must obligate these carryover funds for use in LIHEAP no later than September 30, 2008, or they must be returned to HHS.

4.	FY 2007 funds that are not obligated by you by September 30, 2007, and that exceed 10% of the total as calculated in Paragraph #1, must be returned to HHS, which will reallocate them to LIHEAP grantees in FY 2008.

5.	Submit a report to HHS on your estimated carryover and reallotment by August 1, 2007.  Submit the report on the attached form for submission of the Carryover and Reallotment Report (OMB approval 0970-0106, expiration date 4/30/08).  Include a brief explanation of why you want to carry over the funds and how you will use them.  If you later find that your estimates are not accurate, submit a corrected report as soon as possible.  FY 2008 grant awards will not be issued to you until the Carryover and Reallotment Report for FY 2007 is received by HHS.


	The Paperwork Reduction Act of 1995

	Public reporting burden for this collection of information is estimated to average 3 hours per response, including the time for reviewing instructions, gathering and maintaining the data needed, and reviewing the collection of information.  

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Carryover and Reallotment Report for FY 20___
Due August 1

Grantee  _______________________________________      Date  _______________________




1) Current year amount payable (regular block grant funds,		$______________________
    contingency funds, and oil overcharge funds)

2) 10 percent of amount payable					$______________________

3) Projected unobligated balance 					$_______________________  

If line 3 is equal to or less than line 2, report the amount on line 3 as your Carryover amount below.  Report $0 funds for reallotment. 

If line 3 is larger than line 2, then report the amount on line 2 as your Carryover amount below.  Report the difference between line 2 and line 3 as the reallotment amount below.

Carryover amount							$_______________________
(Funds to be carried over for obligation in the following fiscal year.)

Reallotment amount							$______________________ (Funds that exceed the 10% carryover amount and are to be returned the Federal government.)

If you report a Carryover amount above, please provide the following:

a) briefly state reasons that these funds will not be used in the fiscal year for which they were allotted 



b) briefly describe the types of assistance to be provided with the amount held available for the following fiscal year:




______________________________________		_____________________
Signature and Title						Telephone Number