FY 2016 September BUDG25 Reports Are Posted

The FY 2016 September BUDG25 reports are posted and include values from the September 1, 2015 APOR and any FY 2016 budget revisions successfully uploaded and processed as of August 27th. To download and review a specific entity BUDG25 report, make the district name selection after clicking here.

Common Reasons for RCL Variance

  1. K-3 Reading count is not being paid – see district’s most recent FY 2016 APOR55-1, page 1, for the K-3 Reading count line item under the Add-Ons section of the APOR report. If no K-3 Reading weighted student count has been calculated, then School Finance has not yet been notified that the district is eligible for K-3 Reading. Any questions about the district’s K-3 Reading eligibility for FY 2016 payment should be addressed to the reading program contact at the State Board of Education, Sabrina Vazquez at Sabrina.Vazquez@azsbe.az.gov
  2. The district built its budget using a student count in the FY 2016 budget worksheets that is different than the actual student counts for payment. To reconcile, compare the student counts used by the district for FY 2016 Worksheet B with counts from the district’s most recent FY 2016 APOR 55-1. Any questions about student counts should be addressed to the district’s assigned School Finance account analyst. Note: the account analyst assigned to your LEA may have changed recently, please click here for an updated listing.

Friendly Budget Reminders

♦Budget Reports are updated monthly and usually within a week following any scheduled equalization payment. It is recommended that the district download its budget report, and review for any discrepancy, for as soon as the report is available.

♦Email any budget-related questions, budget concerns, or requests for budget assistance to sfbudgetteam@azed.gov.

Thank you and best wishes for much success in this new fiscal year!

SDDI Reports Retired – Reports Available in SDR

The following reports have been implemented in SDR (Student Detail Reports), and therefore have been removed from SDDI (Student Detail Data Interchange) in Common Logon:

District and School Level Reports

SDADMS75-1 – Adjusted Student ADM Limit Report

SDELL75-1 – ELL Adjusted Membership Report by DOA

SDSPED75-1 – Adjusted Membership Report by DOA

District Level Only Report

SDELL75-3 – ELL Adjusted Membership Report by DOR

If you have any trouble locating the reports listed above, please contact your Account Analyst listed here.

Charter Estimated Counts is Now Open

Charter Estimated Counts is now open for all active charter holders to submit new or revised estimates of their ADM (Average Daily Membership) for FY2016 and will close on September 15, 2015 at 4:30 p.m. The data within Estimated Counts on September 15, 2015 will be used as the basis for the October 1, 2015 state aid disbursement. Please see the table below for future submission and payment dates:

 

For Payment Date: Estimated Counts Submission START DATE Estimated Counts Submission DEADLINE (by 4:30 p.m.)
October 1, 2015 August 27, 2015 September 15, 2015
November 2, 2015* Paid on SAIS 40th day ADM, unless Charter Holder has not reached the 40th day of school. See Account Analyst

 

* Note: If payments are based on estimated counts beyond the dates scheduled above, it is the charter school’s responsibility to request that a window be opened in any month to make changes to estimated counts. A window will only be opened by request. The school name and CTDS number should be submitted via e-mail to the LEA Account Analyst and a window will be opened in the appropriate time- frame (generally early in the month before the next payment is calculated).

 

It is imperative that you submit your Estimated Counts data for your schools by the September 15, 2015 deadline or your October 1, 2015 payment amount will be severely impacted.

 

Please see Memo 15-062 for submission instructions and future deadlines.

If you have questions regarding the submissions, please see your account analyst.  To find your analyst, see https://www.azed.gov/Administrators/SF/Lists/LEAAccountAnalysts/AllItems.aspx

 

Assignment Changes in LEA Account Analyst List

The Account Analyst assigned to your LEA may have changed. The updated list can be found here:

http://www.azed.gov/Administrators/SF/Lists/LEAAccountAnalysts/AllItems.aspx

FY 2015 Annual Financial Report (AFR) Files: Available for LEAs & Counties

The Office of the Auditor General and the Arizona Department of Education have issued the Annual Financial Report (AFR) file packages for fiscal year 2015 for districts and charters.  The County 2015 AFR is also available.   The files may be downloaded by clicking the appropriate link below

District, Charter, and County AFR’s:
FY2015: District | Charter | County

Districts and Charters may begin uploading their completed AFRs via common logon beginning September 2, 2015.

 

FY 2016 Truth In Taxation (TNT) Reports have been posted

The FY2016 Truth in Taxation (TNT) Reports have been posted to each district’s budget reports home page of the ADE School Finance website. To download and review a specific district selection, please follow this link: https://www.ade.az.gov/Budget/EntitySelection.asp.

Contact the School Finance budget team with questions about the TNT Report or with any budget matters by emailing sfbudgetteam@azed.gov

 

K-3 Reading Budget and AFR Forms Are Available (Required for LEAs that Receive K-3 Reading Funding)

The FY 2016 K-3 Reading budget and FY 2015 K-3 Reading AFRs have been issued. Charter | District

The completed files must be uploaded via the Common Logon by October 1, 2015.

FY2015 Statewide Recalculation

FY 2015 Statewide Recalculation

The Fiscal Year 2015 Statewide Recalculation has been completed. This is based on data submitted by June 30, 2015 (brick and mortar) and July 15, 2015 (AOI). Positive payment adjustments will be included in the FY 2016 September payment by APOR/CHAR 64-1 report as the lump sum adjustment. Negative payment adjustments are to be taken over the entire fiscal year, beginning with the October payment; with 3/12ths taken in October and 1/12th each month after. Hardship applications are available if a district/charter needs to spread the adjustment out over two fiscal years instead of one. In an approved hardship situation, 75% will be taken back in FY 2016 and 25% will be taken in FY 2017. Hardship applications can be found through the link below and must be received no later than September 15, 2015. Please email the form to Xin.Liu@azed.gov.

FY 15 Statewide Recalc Resolution Form

FY15 Statewide Recalculation Payment Adjustment

 

 

Charter Estimated Counts is Now Open

Charter Estimated Counts is now open for all active charter holders to submit new or revised estimates of their ADM (Average Daily Membership) for FY2016 and will close on August 14, 2015 at 4:30 p.m. The data within Estimated Counts on August 14, 2015 will be used as the basis for the September 1, 2015 state aid disbursement. Please see the table below for future submission and payment dates:

 

For Payment Date: Estimated Counts Submission START DATE Estimated Counts Submission DEADLINE (by 4:30 p.m.)
September 1, 2015 July 29, 2015 August 14, 2015
October 1, 2015 August 27, 2015 September 15, 2015
November 2, 2015* Paid on SAIS 40th day ADM, unless Charter Holder has not reached the 40th day of school. See Account Analyst

 

* Note: If payments are based on estimated counts beyond the dates scheduled above, it is the charter school’s responsibility to request that a window be opened in any month to make changes to estimated counts. A window will only be opened by request. The school name and CTDS number should be submitted via e-mail to the LEA Account Analyst and a window will be opened in the appropriate time- frame (generally early in the month before the next payment is calculated).

 

It is imperative that you submit your Estimated Counts data for your schools by the August 14, 2015 deadline or your September 1, 2015 payment amount will be severely impacted.

 

Please see Memo 15-062 for submission instructions and future deadlines.

If you have questions regarding the submissions, please see your account analyst.  To find your analyst, see https://www.azed.gov/Administrators/SF/Lists/LEAAccountAnalysts/AllItems.aspx

 

FY16 Preliminary Charter and DSCS Additional Assistance Reduction

FY2016 Preliminary Charter Additional Assistance reduction has been calculated based on the estimated counts submitted successfully by 7/15/2015 by 4:30pm.

This reduction will be recalculated once all the LEAs reach the 100th day. The final calculation will be based on the 100th day ADM.

FY16 Preliminary Charter and DSCS Additional Assistance Reduction