February's data capture for the March 21st payment is 2/15/23 at 5pm. 

Please ensure data is reconciled and free of integrity errors prior to the data capture date. Review the following reports in AzEDS:

INTEG15 – ensure data is free and clear of membership ADM Integrity errors

STUD10 – validate all students are listed in AzEDS

ADM15 – ensure all students expected to generate funding are indicated as fundable

ADM20, SPED20, and EL20 – ensure ADM amounts for each ADM type 

Important Note: FY23 Calendars need to be submitted, approved, and certified for ADM and funding to be generated.

The following videos provide general information related to the data reconciliation process:

Introduction to Data Verification Reports: https://youtu.be/ou9Jst9qnsg

Introduction to Data Verification Reports 2: https://youtu.be/_m3uEo3OGRI

Introduction to Integrity: https://youtu.be/PYzBAEZmiSs

Prior payment reports can be found here: https://schoolfinancereports.azed.gov/.

Please submit a School Finance HelpDesk ticket if data assistance is needed.

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 information. Please 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!

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!

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.

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!

FY 2023 Results-Based Funding has been calculated and the file is available below for review. School Level calculations can be seen on tab “FY23 RBF School Level Calc” and will show the annual total, as well as the expected breakout for payments 1 and 2. The LEA distribution level for payment 1 can be seen on tab “FY23 Pmt 1 LEA Level”; with Districts listed by county, followed by Charters listed alphabetically. Payment 1 is 60% of the annual amount and is expected to distribute late December 2022. For questions regarding your payment, please contact [email protected]

FY 2023 Results-Based Funding Calculations

District calculations are based on FY22 Statewide Recalculation student counts, and Charter calculations are based on the FY 2023 December payment student counts. Please find the test result and Free Reduced Lunch percentage in the following websites:

Spring 2021 Test Result

/accountability-research/data

School Year 2019 Free Reduced Lunch

/hns/frp

Please refer to HB 2866 Section 22:

Notwithstanding section 15-249.08, subsection B, paragraph 2, Arizona Revised Statutes, for fiscal year 2022-2023, the department of education shall distribute monies from the results-based funding fund established by section 15-249.08, Arizona Revised Statutes, as follows:

1. Each school operated by a school district or charter holder shall receive $225 per student count from the fund if both of the following apply:

(a) At the time the test prescribed in subdivision (b) of this paragraph was administered, fewer than sixty percent of the students who were enrolled in the school met the eligibility requirements established under the national school lunch and child nutrition acts (42 United States Code sections 1751 through 1793) for free or reduced-price lunches, or an equivalent measure recognized for participating in the federal free and reduced-price lunch program and other school programs dependent on a poverty measure, including the community eligibility provision for which free and reduced-price lunch data is not available.

(b) In results achieved during the spring of 2021, the school performed in the top thirteen percent of all schools statewide as demonstrated by the average percentage of students who obtained a passing score on the mathematics portions of the statewide assessment and the average percentage of students who obtained a passing score on the language arts portions of the statewide assessment.

2. Each school operated by a school district or charter holder shall receive $400 per student count from the fund if both of the following apply:

(a) At the time the test prescribed in subdivision (b) of this paragraph was administered, sixty percent or more of the students who were enrolled in the school met the eligibility requirements established under the national school lunch and child nutrition acts (42 United States Code sections 1751 through 1793) for free or reduced-price lunches, or an equivalent measure recognized for participating in the federal free and reduced-price lunch program and other school programs dependent on a poverty measure, including the community eligibility provision for which free and reduced-price lunch data is not available.

(b) In results achieved during the spring of 2021, the school performed in the top thirteen percent of schools pursuant to subdivision (a) of this paragraph, as demonstrated by the average percentage of those students who obtained a passing score on the mathematics portions of the statewide assessment and the average percentage of students who obtained a passing score on the language arts portions of the statewide assessment.

3. Each school operated by a school district or charter holder shall receive $225 per student count from the fund if both of the following apply:

(a) At the time the test prescribed in subdivision (b) of this paragraph was administered, sixty percent or more of the students who were enrolled in the school met the eligibility requirements established under the national school lunch and child nutrition acts (42 United States Code sections 1751 through 1793) for free or reduced-price lunches, or an equivalent measure recognized for participating in the federal free and reduced-price lunch program and other school programs dependent on a poverty measure, including the community eligibility provision for which free and reduced-price lunch data is not available.

(b) In results achieved during the spring of 2021, the school performed in the top twenty-seven percent but not in the top thirteen percent of schools pursuant to subdivision (a) of this paragraph, as demonstrated by the average percentage of those students who obtained a passing score on the mathematics portions of the statewide assessment and the average percentage of students who obtained a passing score on the language arts portions of the statewide assessment.

4. Each alternative high school shall receive $400 per student count from the fund if in the results achieved during testing conducted in the spring of 2021 the school performed in the top twenty-seven percent of schools identified pursuant to paragraph 3, subdivision (a) of this section, as demonstrated by the average percentage of those students who obtained a passing score on the mathematics portions of the statewide assessment and the average percentage of students who obtained a passing score on the language arts portions of the statewide assessment. An alternative high school is eligible for funding under this paragraph only if it reports the average percentage of students who obtained a passing score on both the mathematics portions of the statewide assessment and the language arts portions of the statewide assessment during testing conducted in the spring of 2021.

Result Based Funding Expenditure Reporting

Please refer to ARS 15-249.08:

C. Any monies received from the results-based funding fund by a school district or charter holder shall be separately accounted for in the school district's or charter holder's annual financial report and shall not supplant monies budgeted or received from any other source that are generally provided to that school.

D. The majority of the monies received from the fund by a school district or charter holder shall be used at the school that earned the results for teacher salaries, to hire teachers, for school leader salaries, for classroom supplies and for other strategies to sustain outcomes for students at that school. A portion of the monies received from the fund by a school district or charter holder may be used for expanding and replicating that school site as a quality school model.    For the purposes of this subsection, "expanding and replicating" means:

1. Providing for costs associated with adding seats and serving more students at the awarded school site, including students on a waiting list.

2. Mentoring school leaders and teachers from other sites to replicate the model and instructional practices that show results in closing the achievement gap.

3. Physically expanding the results-based funding model or strategies at another location to improve academic outcomes at that location and to accelerate academic growth.

E. Schools that are not results-based funded and that receive funding or support as described in subsection D, paragraphs 2 and 3 of this section are eligible to receive that funding or support for not more than three years.

F. On or before November 1 of each year, each school that received results-based funding in the prior fiscal year shall submit to the department of education a report that provides a brief description of how the dollars were allocated pursuant to subsections C and D of this section.  Each school that is not results-based funded but that received funding pursuant to subsection E of this section shall submit a report to the department that specifically indicates the number of years the school has received that funding. On or before December 1 of each year, the department of education shall compile the reports from each local education agency and provide that information to the joint legislative budget committee, the governor's office of strategic planning and budgeting and the chairpersons of the education committees of the house of representatives and the senate, or their successor committees.

G. For the purposes of this section, only students who are eligible to be included in a school's student count shall be considered in determining that school's percentages of free or reduced-price lunch students or other poverty indicators.

School Finance has manually calculated initial add-on payments for gifted students in accordance with Laws 2021, Chapter 404 and the files below describe the calculation process and details for each district and charter. The additional funding for districts and charters will appear as adjustments to the base support level in BSA55 reports. Calculations will be updated once in the spring and again after statewide recalculation in July to reflect final student data. 

FY 2023 Gifted Add-on Payment Summary

FY2023 Gifted Group B Funding.xlsx 

In the future, the gifted add-on weight is expected to be fully implemented in ADE student data and payment systems and will appear in the BSA55 report along with other add-on funding, but the timeline for this enhancement is not yet known.

The $75 million additional funding provided by Proposition 123 (Laws 2015, 1st Special Session, Chapter 1) for FY 2023 will be distributed in two payments: $37.5 million on November 30, 2023 and $37.5 million in May 2023. Individual school district and charter allocations are based on the share of statewide weighted attending Average Daily Membership (ADM). The first $37.5 million payment was calculated based on the same ADM that was used for the November Classroom Site Fund payment. The file linked below will show the FY 2023 Prop 123 amounts per LEA. Districts are listed first by county, followed by charters alphabetically. 

Please contact the School Finance Payment Team at [email protected] if you have any questions about this payment.

FY 2023 Prop 123 Payment 1 Payment Amounts

EEO-5 data has been submitted for all districts who have provided the registration code and PIN number to ADE School Finance and who also submitted SDER data for FY2023.

Please see the spreadsheet below to confirm the submission of the data for your LEA.

EEO-5 Submissions

Note: If your LEA has de-certified the EEO-5 Submission after ADE School Finance has certified the submission, it will need to be certified for the Equal Employment Opportunity Commission to accept the submission.

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.