Hot Topics

September 18th, 2017

Data for Payment 3

The deadline for data for Payment 3 ADM was 9/5/2017. As of the deadline, all LEAs except one were submitting to AzEDS. Many LEAs were very successful, however, various technical issues affected some LEAs. After analysis, School Finance is using ADM from ACE on 9/7/2017 for some LEAs, as listed below. With the exception of the one LEA that hadn’t yet submitted, all other LEAs will be paid using the same methodology as the first 2 payments: basing payment on Charter Estimated Counts for charter districts and FY 2017 ACE results for school districts.

Please plan for AzEDS ACE results on the evening of October 3rd for the November 1st payment, returning to the posted schedule.

list of LEAs for FY18 Payment 3 using 9/7 ADM



Posted in Data Hot Topics, Hot Topics |
September 15th, 2017

Communications this Week

Analysis of Payment 3 ADM is taking longer than expected. The September School Finance memo and a Hot Topic describing Payment 3 will be published on Monday 9/18/2017.


Have a nice weekend.

Posted in Hot Topics |
September 8th, 2017

SB1156 – Changes to Full-Time Equivalency (FTE) Determination

SB1156 was approved this spring, updating instructional time requirements for students attending high school.

School Finance is currently writing guidance on this recent change and in the interim encourages all local education agencies (LEAs) to adhere to the wording of the bill as much as possible. Please see the Arizona State Legislature website for the text of the bill:

A few key items to keep in mind:

  • Full-time enrollment still requires 4 or more subjects, each of which must meet 123 hours during the year.
  • Time for lunch, study hall, and other scheduled time which contributes to the academic success of the students may only be used for the difference between the 720 hours required annually and the instructional time for the 4 or more subjects.
  • Time other than the 4 or more subjects which is counted toward the 720 hours must be scheduled within your student information system just as the subjects are.

When the guidance is completed it will be posted on the School Finance webpage:

Posted in Data Hot Topics, Hot Topics |
September 1st, 2017

Preliminary FY 2018 BUDG25 Reports Posted

The September FY2018 BUDG25 reports have been posted and is based on:

  • 2017 ADM for the vast majority of districts until 10/01/2017 at which time current year 2018 ADM will be used. There is an alert at the top of the report stating if 2017 or 2018 ADM was used.
  • APOR 55-1 with a run date of 8/16/2017 (Apportionment Date; 09/01/2017)
  • PROP123 $50 Million Additional Funding district allocations is estimated as being equal to FY2017 at this point
  • Budgets that have successfully processed through 2017-08-30
  • K3 Reading Impact on RCL Alert
    • In order to receive funding, all districts must now submit a plan to the State Board of Education for approval. K-3 reading funding will be released once we receive approval from the State Board of Education.
    • K3 Reading funding is not included in the RCL of this report
    • Contact the Move On When Reading ([email protected] ; 602-364-2355) with questions regarding the district’s plan and/or when it is scheduled for review

To download and review a specific entity’s budget reports, select the district name after clicking here.

Posted in Budget Hot Topics, Hot Topics |
August 24th, 2017

UPDATED: Charter K3 Reading 2017 AFR

There was an error in the Charter K3 Reading 2017 AFR file that was originally linked by ADE. If you downloaded the ZIP file prior to today, please re-download it and replace the k3read17afr.xls.

The corrected file will have a rev. date of 8/17 and fiscal year of 2017; the original error file had a rev. date of 8/15 and FY2015 at the bottom right.

If you have any questions, please contact us at [email protected].

Posted in Budget Hot Topics, Hot Topics |
August 16th, 2017

FY 2017 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 2017 for districts and charters.  The County 2017 AFR is also available.   The files may be downloaded by clicking the appropriate link below

District, Charter, and County AFR’s Districts | Charters | County

Districts and Charters may begin uploading their completed AFRs via common logon beginning September 03, 2017.

Posted in Budget Hot Topics, Hot Topics |
August 15th, 2017

The Fiscal Year 2017 Statewide Equalization Recalculation has been completed

The Fiscal Year 2017 Statewide Equalization Recalculation has been completed.

District The positive adjustments have been included in the September 1st payment through the APOR64-1 report. Positive adjustments will be included as lump sum adjustments; whereas the negative adjustments will be taken over the entire fiscal year, 3/12ths taken in October and 1/12th each payment thereafter.

Charter The positive adjustments have been included in the September 1st payment through the CHAR64-1 report as a lump sum adjustment. The negative adjustments will be taken over the entire fiscal year, 3/12ths taken in October and 1/12th each payment thereafter.

Please see the FY17 statewide recalculation amount in the following spreadsheet. FY 17 Statewide Recalculation Adjustments

Pursuant to A.R.S § 15-915, hardship requests are available. Please complete the Hardship Form and submit to [email protected] by 8/31/2017.

With the hardship application, a minimum of 75% must be adjusted in FY18 and 25% will be adjusted in FY19. Adjustments will begin with the October 1 payment. Please include all questions regarding these adjustments in your e-mail, with the completed form attached. Exceptions for severe scenarios may be made.

Posted in Hot Topics |
August 15th, 2017

FY 2018 Results-Based Funding

School Finance has finished the calculation of the FY 2018 Results-Based Funding, pursuant to A.R.S. 15-249.08. School Finance will distribute the monies to School Districts or Charter Districts for their eligible schools, based on the statutory formula, with the first distribution scheduled for September, 2017. The FY 2018 Results-Based Funding allocation file is located here.

Please refer to School Finance Memo 18-012, published on August 11, 2017, for the important details regarding Results-Based Funding eligibility, and accounting and expenditure reporting requirements.

In an effort to provide the most effective customer service, please direct all Results-Based Funding questions in an email to the School Finance payments team inbox at [email protected]. If the email will concern the first payment of Results-Based Funding, that email is due to the School Finance payments team inbox by August 28, 2017, in order to allow School Finance staff sufficient time to respond prior to the first distribution of funding in September, 2017.

Posted in Hot Topics |
August 14th, 2017

New Inbox to contact School Finance Account Analysts

In School Finance, your Account Analysts are committed to helping LEAs improve data quality and payment accuracy. Starting in June 2017 the School Finance Account Analysts began working as a team to resolve incoming communications in order to improve response time and transparency.

Please direct your student data, SDER and transportation questions to: [email protected].

To serve you best, we ask you include some details in your email request. For example:

  • Your contact information (the name the charter or district you represent and phone number, if possible)
  • A description of your issue and what steps you’ve taken so far
  • If applicable, sample student IDs or the names of the reports that you need us to review
  • Reference ticket number if one has been created

If you prefer, you can call the School Finance main number at 602-542-5695.

Thank you for your patience while we work through this transition.

Posted in Hot Topics |