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FY 2023 February Expenditure Reports (BUDG-25)

FY 2023 February Expenditure Reports (BUDG-25)

BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2023 February BUDG-25 reports have been calculated using the FY 2023 February BSA 55-1 information

 

  • District BUDG-25 reports are available to download from the School Finance website:
    • First, select a school district and then click “Go!”
    • Next, click “Switch to Budgets” from the top right corner of the menu bar and then click “Reports” from the middle of the menu bar.
    • Finally, select fiscal year 2023 and then click “Go!”. The BUDG-25 report will appear.

 

  • District BUDG-75 reports are available to download from the School Finance website:
    • First, select a school district and then click “Go!”
    • Next, click “Switch to Budgets” from the top right corner of the menu bar and then click “Reports” from the middle of the menu bar.
    • Finally, select fiscal year 2022 and then click “Go!”. The BUDG-75 report will appear.

 

  • District BSA 55-1 reports are available to download from the School Finance website:
    • First, select a school district and then click “View Reports”
    • Next, scroll down the page to the “School District Reports” section.
    • Finally, click the February “PDF” button. The February BSA 55-1 report will appear.

 

BUDG-25 reports will be available until the Budget Team performs the next update (typically after each State Aid distribution). Once the updating process has begun, all BUDG-25 reports will become unavailable at that time.  Please save a copy for future reference.

Please contact the Budget Team ([email protected]) if you have any questions.

Thank you!

FY 2023 January Expenditure Reports (BUDG-25)

FY 2023 January Expenditure Reports (BUDG-25)

BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2023 January BUDG-25 reports have been calculated using the FY 2022 BUDG-75 report and FY 2023 January BSA 55-1 informationPlease note, the reduction for any over-expenditure amount in M&O and/or Unrestricted as reported on the FY 2022 BUDG-75 will be included on the FY 2023 January BUDG-25 Reports.

 

  • District BUDG-25 reports are available to download from the School Finance website:
    • First, select a school district and then click “Go!”
    • Next, click “Switch to Budgets” from the top right corner of the menu bar and then click “Reports” from the middle of the menu bar.
    • Finally, select fiscal year 2023 and then click “Go!”. The BUDG-25 report will appear.

 

  • District BUDG-75 reports are available to download from the School Finance website:
    • First, select a school district and then click “Go!”
    • Next, click “Switch to Budgets” from the top right corner of the menu bar and then click “Reports” from the middle of the menu bar.
    • Finally, select fiscal year 2022 and then click “Go!”. The BUDG-75 report will appear.

 

  • District BSA 55-1 reports are available to download from the School Finance website:
    • First, select a school district and then click “View Reports”
    • Next, scroll down the page to the “School District Reports” section.
    • Finally, click the January “PDF” button. The January BSA 55-1 report will appear.

 

BUDG-25 reports will be available until the Budget Team performs the next update (typically after each State Aid distribution). Once the updating process has begun, all BUDG-25 reports will become unavailable at that time.  Please save a copy for future reference.

Please contact the Budget Team ([email protected]) if you have any questions.

Thank you!

Superintendent's Annual Financial Report (SAFR) 2022 & Database Posted

Superintendent's Annual Financial Report (SAFR) 2022 & Database Posted

The FY2022 Superintendent's Annual Financial Report (SAFR) has been posted. 

The perpetual SAFR database has been updated to include FY2022 (now encompassing 2006-2022).

The Superintendent's Annual Financial Reports and Database can both be found on the School Finance Reports page.

Please contact the Budget Team ([email protected]) if you have any questions.

Thank you!

Request for Volunteers for New Budget System Beta Test

Request for Volunteers for New Budget System Beta Test

School Finance will be testing a new system for processing budgets, financial reports and other files this spring and is seeking volunteers from districts and charters to test system functionality and provide feedback.

Beta test volunteers will be given access to log-in to a new Local Education Agency dashboard from which budgets and other files will be uploaded to the department. Volunteers will have the ability to interact with the new user interface, upload files and view budget reports. All volunteers will be given a brief training on the system and instructions to complete specific tests.

If you would be interested in volunteering to participate in the Budget System Beta Test on behalf of a district or charter, please send an email to SF[email protected] with the subject "Beta Test Participant" and the name of your district or charter. School Finance will select participants to ensure that districts and charters of various sizes and with various characteristics are represented. Selected test participants will be contacted during the first week of February.

FY 2023 December Expenditure Reports (BUDG-25)

FY 2023 December Expenditure Reports (BUDG-25)

BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2023 December BUDG-25 reports have been calculated using the FY 2023 December BSA 55-1 information

 

  • District BUDG-25 reports are available to download from the School Finance website:
    • First, select a school district and then click “Go!”
    • Next, click “Switch to Budgets” from the top right corner of the menu bar and then click “Reports” from the middle of the menu bar.
    • Finally, select fiscal year 2023 and then click “Go!”. The BUDG-25 report will appear.

 

  • District BSA 55-1 reports are available to download from the School Finance website:
    • First, select a school district and then click “View Reports”
    • Next, scroll down the page to the “School District Reports” section.
    • Finally, click the December “PDF” button. The December BSA 55-1 report will appear.

 

BUDG-25 reports will be available until the Budget Team performs the next update (typically after each State Aid distribution). Once the updating process has begun, all BUDG-25 reports will become unavailable at that time.  Please save a copy for future reference.

Please contact the Budget Team ([email protected]) if you have any questions.

Thank you!

Submitting FY 2022 Financial and Compliance Audit Reports (ARS 15-914)

Submitting FY 2022 Financial and Compliance Audit Reports (ARS 15-914)

School districts and charters are now able to submit financial and compliance audit report files to the Arizona Department of Education (ADE) to satisfy the new requirement in state law.

 

Laws 2021, Chapter 7 revised ARS 15-914 requires that financial and compliance audit reports be submitted to the Arizona Department of Education and that the department make the reports available on its website.  

 

Instructions to upload financial and compliance audit report files though Common Logon are below:

  1. Save the file as a PDF (if not already a PDF file)
  2. Log-in to Common Logon
  3. Select School Finance File Upload (Budget/AFR)
  4. Select Fiscal Year 2022
  5. Select “2022 Financial and Compliance Audit Files - Actual” from Type and Version
  6. Select the desired PDF file
  7. Finally, click “Upload File"

 

Please note that the file status will be “File Verification Failed”, but that is expected because the system does not extract data from PDF files.  However, the file itself will still be visible and downloadable.  Once the file has been uploaded, the file will be considered submitted to ADE.

 

Please contact the Budget Team ([email protected]) if you have any questions.

FY 2023 November Expenditure Reports (BUDG-25)

FY 2023 November Expenditure Reports (BUDG-25)

BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2023 November BUDG-25 reports have been calculated using the FY 2023 November BSA 55-1 information

 

  • District BUDG-25 reports are available to download from the School Finance website:
    • First, select a school district and then click “Go!”
    • Next, click “Switch to Budgets” from the top right corner of the menu bar and then click “Reports” from the middle of the menu bar.
    • Finally, select fiscal year 2023 and then click “Go!”. The BUDG-25 report will appear.

 

  • District BSA 55-1 reports are available to download from the School Finance website:
    • First, select a school district and then click “View Reports”
    • Next, scroll down the page to the “School District Reports” section.
    • Finally, click the November “PDF” button. The November BSA 55-1 report will appear.

 

BUDG-25 reports will be available until the Budget Team performs the next update (typically after each State Aid distribution). Once the updating process has begun, all BUDG-25 reports will become unavailable at that time.  Please save a copy for future reference.

Please contact the Budget Team ([email protected]) if you have any questions.

Thank you!

 

FY 2023 October Expenditure Reports (BUDG-25)

FY 2023 October Expenditure Reports (BUDG-25)

BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2023 October BUDG-25 reports have been calculated using the FY 2023 October BSA 55-1 information

 

  • District BUDG-25 reports are available to download from the School Finance website:
    • First, select a school district and then click “Go!”
    • Next, click “Switch to Budgets” from the top right corner of the menu bar and then click “Reports” from the middle of the menu bar.
    • Finally, select fiscal year 2023 and then click “Go!”. The BUDG-25 report will appear.

 

  • District BSA 55-1 reports are available to download from the School Finance website:
    • First, select a school district and then click “View Reports”
    • Next, scroll down the page to the “School District Reports” section.
    • Finally, click the October “PDF” button. The October BSA 55-1 report will appear.

 

Please Note: FY 2023 November BUDG-25 reports will be calculated using FY 2023 November BSA 55-1 information and should be published by the end of November.

BUDG-25 reports will be available until the Budget Team performs the next update (typically after each State Aid distribution). Once the updating process has begun, all BUDG-25 reports will become unavailable at that time.  Please save a copy for future reference.

Please contact the Budget Team ([email protected]) if you have any questions.

Thank you!

Correcting AFRs and School-Level Reports

Correcting AFRs and School-Level Reports

How to Correct Errors in AFRs and School-Level AFRs

Data submitted through the Annual Financial Report (AFR) and School-Level AFR is used to meet various state and federal reporting requirements. School Finance has been made aware of values that appear to have been reported incorrectly by certain districts and charters. It is possible to submit corrections to the AFR and School-Level AFR by following the appropriate process below. Revisions that only affect the Additional Information for NPEFS Reporting (page 9 in the AFR) or to the School-Level AFR file may follow the first process defined below.

  

AFR Revisions that do not include changes in actual expenditures or adjustments to state aid:

 

AFR revisions that do not include changes in actual expenditures or adjustments to state aid are not required to follow the process defined in ARS 15-915, but need approval from the School Finance Budget Team prior to submitting changes.  Additionally, revisions to the School-Level AFR are not required to follow the process defined in ARS 15-915. 

 

Prior to a district or charter submitting a revision, School Finance requires an email from the district or charter requesting that the previously-submitted file(s) be archived. The email must contain the following items:

 

  1. AFR submission reference # (corrected file)
  2. Indicate page numbers, columns, rows, current amount reported, corrected amount, and an explanation is required.
  • Example: Page 2, Column E, Row 7, change from $58,456 to $56,285, Input wrong amount from records.

After emailing the Budget Team, districts and charters can submit revised files through ADE Common Logon and select School Finance File Upload (Budget/AFR). The new AFR requires approval and signatures, however, a new hearing notification is not required.  

 

Note: When resubmitting AFR files you will get a message stating “The submitted Budget/Version has already been submitted this Fiscal Year” or that the “file is being held for processing”; either message is expected.

 

AFR Revisions that include changes in actual expenditures or adjustments to state aid:

 

AFR revisions that include changes to actual expenditures and/or adjustments to State Aid, require a request pursuant to ARS 15-915 (please see guidelines page 4).  A request letter on district or charter letterhead must include the following:

 

  1. Date
  2. LEA Name and CTDS Number
  3. Contact name, title, telephone number (including extension if applicable) and the email address of the individual making corrections
  4. The fiscal year the change(s) will affect
  5. The budget form(s) that will be adjusted (e.g., expenditure budget, AFR)
  6. List of the specific changes (e.g., the page number, the current amount reported, the corrected amount, the reason for the changes). NOTE: additional documentation may be required after request is reviewed
  7. The letter must be signed by the Business Manager

After submitting the request letter, a district or charter can make all necessary revisions and then submit the revised file(s) through ADE Common Logon and select School Finance File Upload (Budget/AFR).  Lastly, email [email protected] the ARS 15-915 request letter, corresponding documentation, and provide the file submission reference numbers.  

 

Note: When resubmitting AFR files you will get a message stating “The submitted Budget/Version has already been submitted this Fiscal Year” or that the “file is being held for processing”; either message is expected.

 

The School Finance Budget Team will perform a verification on submitted changes, archive the previous version, process the revised version, and email you upon completion.  If required, the School Finance Payment Team will make any necessary adjustments to payments and payment reports.        

If you have any questions about correcting Annual Financial Reports (AFRs) or School-Level AFRs, please email [email protected].