May 29, 2026
The FBS website continues to be updated with information related to School Business and our ongoing operations. Please check the FBS homepage regularly for updates. Please review the upcoming deadlines for due dates.
SBS Year End Updates - All PSUs
SBS has posted year end letters to our What's New page, which go through the FY 25-26 closeout process in June/July. Below is a quick reference table of key dates, but please read the memo in its entirety. The slides and recordings of the webinars have also been posted to our What's New page for those that couldn't attend.
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DATE
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PSU TYPE
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ACTION ITEM
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Monday 6/15/26
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Lab Schools
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Deadline to request cash for the final FY26 FRD of 6/19/26. This is a standard cash request deadline for charter and regional schools.
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Monday 6/22/26
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All (except Lab Schools)
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Deadline to request cash for the final FY26 FRD of 6/26/26. All cash requests must be received by 4 PM.
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Wednesday 6/24/26
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All
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Optional additional MFR submission for PSUs wishing to test their datafile before the 6/30 deadline. Files received by 5pm will post by noon on 6/25.
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Monday 6/29/26
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All
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Request State cash by 4 PM for FY27 for FRD of 7/2/26
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Tuesday 6/30/26
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All
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PSUs submit June data files prior to midnight
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Wednesday 7/1/26
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All
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DPI will pull all data files after 12:01AM. PSU Datafile contacts will need to be available for contact by DPI if needed until Friday, July 3rd.
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Thursday 7/2/26
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LEAs
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PSU correction period to correct data files – PSR file must be submitted.
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Friday 7/3/26
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LEAs
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PSU FINAL PSR & MFR data file submission
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Additional MFR Upload – All PSUs
For close out, we will accept and post an additional MFR file so that all PSUs can see any issues that they need to fix in the final week of June. If you wish to participate in this load, please submit your MFR by 5pm on June 24. Files received will be posted by noon on June 25th.
Regardless of whether you send a test file on June 24th, all PSUs MUST send final files by 11:59 pm on June 30th.
Year-End DART Report
A new dashboard is now available in DART in the PSU section: "FIN101. Monthly Actions". It consolidates data from several existing reports to help PSUs more easily monitor five critical areas that may require attention as we approach year-end: invalid codes, over-expended PRCs, over-obligated PRCs, days used overages, and salary overpaid exceptions. The report shows the number of items (if any) that require attention in each category. Clicking the number of items in each category will pull up detailed reports needed to investigate further.
EDDIE Year-End
The data in EDDIE must always be current for the current school year. Enter data that will become effective for 2026-2027 beginning July 1, 2026. For more information, please see the EDDIE Year End Memo posted to the SBS EDDIE webpage.
Please work with your PSU's EDDIE administrators to make sure you have a primary and secondary datafile contact for your PSU entered into the system, as well as your PSU's contact for your datafile vendor (Linq, Sylogist, etc.). LEAs must also have a Finance Officer contact. Charters must have a Finance Director (if applicable) and a Director Charter School contact.
Make sure all the staff listed above for your PSU have both a work phone number (including their extension) and a cell phone number. Cell phone numbers will not be made public and will only be visible to DPI. Having a cell number on file is especially important if urgent contact is needed during the close‑out period.
Monitoring and Compliance Updates - All PSUs
Annual Audit Engagement Questionnaire
All PSUs are required to complete the linked Auditor Questionnaire by June 15, 2026. New Charter Schools opening for the 2026-27 school year are exempt from this requirement.
This questionnaire verifies that each PSU has engaged, or is in the process of engaging, an independent certified public accountant for the annual financial audit covering the period July 1, 2025 through June 30, 2026, per state financial oversight requirements and audit timelines.
If you need additional information, please contact the Monitoring and Compliance team at Monitoring@dpi.nc.gov.
Selection of Audit Firms - All PSUs
The State Treasurer’s office has advised us that they will no longer publish a list of auditors. Each LEA and Charter School is required to have an annual audit. The auditor must be in good standing with the State Board of CPA examiners; an auditor status look up tool is available on the NC State Board of CPA Examiners website. An auditor is selected by the local board, and the contract for the audit is to be signed by the school board chair, the finance officer, and the audit firm.
Once signed, the LEA audit contracts are submitted by the audit firm, to the State Treasurer’s office for approval via the State Treasurer LGC Portal. If approved, the State Treasurer will also sign the contract. LEA Audit Invoices for approved work must be submitted to the State Treasurer’s office for review and approval prior to payment. LEA Auditors can submit interim invoices, up to 75% of the total contact amount for review and approval, prior to completion of the audit. LEA submittals to the State Treasurer’s office need to utilize the LGC File Transfer Portal. Charter Schools are exempt from the LGC submittal process.
Once complete and approved LEA audits are submitted via the State Treasurer LGC Portal. Charter School Audits are submitted via the EPICCENTER tool (information on EPICENTER can be found on the Office of Charter Schools website).
 SBS Summer Conference Save the Date and Hotel Group Rate
Our annual summer conference will be Thursday, July 23, 2026. Please hold that date and be aware that it will be at the Embassy Suites in Cary, NC. The conference schedule has been posted to our What's New page. Conference registration is $200 per person from now until June 19th. Late registration begins June 20th at $250 per person. Instructions to register are below:
- Go to our online participant registration portal. DPI Staff planning to attend should register online using our staff registration portal.
- Once you have submitted your registration, you will receive an email confirmation from noreply@dpi.nc.gov (subject line "2026 FBS Summer Conference Registration FBS26"). Be sure to check your spam folder if it does not appear in your inbox. The invoice attached to that email will provide you with your conference code and invoice number, which you will need when submitting your payment.
- Go to DPI's online payment portal if paying online with a credit card. You can also pay via
invoice and check - instructions on how to do so are on the invoice attached to your registration confirmation.
- If you need to cancel or transfer your registration to another representative at your PSU, please complete our Transfer Form.
The discounted Room Block is open and will be available until July 1st, so please jump on those rates
and secure your room. Thank you for your continued participation in our conference! We will send out more
information in the coming weeks.
Allotments Update
FY2025-26 Allotments
The following items are scheduled for allotment by May 29, 2026:
- Transfer and Conversion Requests as of May 27, 2026
- PRC 0001 Classroom Teachers
- PRC 0004 K-5 Program Enhancement Teachers
- PRC 0020 International Faculty Exchange Teachers
- PRC 0006 School Health Personnel-Position
- PRC 0008 School Health Personnel Conversion to Dollars
- PRC 0110 Title IV, Part B - 21st Century Community Learning Centers Approvals as of May 22, 2026
Allotment System Update
New Report: Federal Allotment - 102 Beginning Balance and Year-to-Date
A new federal allotment report is now available for PSU view. This report displays the grant year beginning balances (previously known as carryover) plus the grant year funding allotted to date by fiscal year. The grant year total in this report reconciles with grant year funding amounts in the DART and PSU cash applications which should alleviate any confusion from the previous discrepancy amongst the reports. The report is located at General Reports\Federal Allotment\Beginning Bal + YTD.
Independent Public Schools Q&A (Charters, Labs, and Regional)
On June 16 the Office of School Business will host a June Q&A session to provide support for Independent Public Schools (IPS). Only questions submitted in advance will be addressed during the webinar.
Questions asked during the session will be collected and answered in a follow-up FAQ.
Please use the Question Submission Form to submit your questions by 1:00 p.m. on Monday, June 8. Questions received after this deadline will be included in the following month’s Q&A session.
From the Office of Federal Programs
Guidance Regarding Transferability and AFUA Dear Colleague Letters
You may have received or seen two Dear Colleague Letters released this week by the U.S. Department of Education regarding ESEA flexibilities related to Transferability authority and the Alternative Fund Use Authority (AFUA). While these recent memos help bring renewed attention to these flexibilities, it is important to note that the authorities themselves are not new.
Both transferability and AFUA have been built into the current ESEA framework for many years and are already incorporated into the application process and federal program structure. The recent communications from USED are intended to increase awareness and encourage thoughtful use of these existing options as PSUs work to align federal funds with local priorities.
Under ESEA Section 5103, LEAs may transfer allowable portions of Title II, Part A and Title IV, Part A funds into other eligible ESEA programs without prior approval from the Department. PSUs are only required to notify the Office of Federal Programs, which occurs during the application process.
Similarly, AFUA provides eligible rural PSUs with additional flexibility in how certain funds may be used. Specifically, SRSA-eligible PSUs may use Title II, Part A and Title IV, Part A funds for activities authorized under several other ESEA programs without formally transferring the funds.
As a reminder, SRSA is a direct grant program administered by the U.S. Department of Education. PSUs that participate in SRSA would already know they are part of the program because they receive direct communication and funding from USED related to SRSA eligibility and participation.
These flexibilities can provide valuable opportunities for PSUs, particularly rural districts, to better align resources with student and community needs while reducing administrative burden.
Please let your consolidated federal program administrator know if you have any questions regarding implementation or how these flexibilities may apply within your PSU.
Deadline Reminders
ALL PSUs
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DUE DATE
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TOPIC
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NEWSLETTER
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Monday at 11:45 pm
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Cash Requests for Friday FRD
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11/21/2026
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06/30/2026
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CCIP Formula Application - Substantial Approval for funds obligated July 1
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04/30/2026
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08/31/2026
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CCIP Formula Application - Full Approval
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05/14/2026
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