Charter Estimated Counts files are due on 07/01/24. This requirement does not apply to districts as it is specifically for Charter schools.

School Finance does NOT pay based on the prior year's ADM in AzEDS for Charters.

If your charter school prefers to be paid on Actual ADM for FY25, Payment 1, then you must meet the following criteria:

• Verify the ADM20, EL20, and SPED20 AzEDS Reports for FY25 so that Payment 1 is correct.
• Upload and certify your FY25 AzEDS Instructional Calendar by 06/15/24.
• Student data in FY25 is free of integrity errors as of 06/15/24.

If your charter did not have data in AzEDS on FY25 - Data Capture date of 06/15/24, you must submit a Charter Estimated Counts file by 07/01/24 to receive a payment.

• Successful file submissions show “Processed” status.

School Finance does NOT pay based on the prior year's (FY24) ADM in AzEDS for Charters.

Any questions you have after reviewing the recorded training session and manual should be submitted via HelpDesk.

The FY2023 Over-Expenditures have been included in the Unrestricted Capital (UNR) and Maintenance and Operations (M&O) funds. FY24 FRPL Add-On ADM has also been included in the base support level calculation (BSL).

The following forms are available:

• District BUDG-25 reports are available to download from this School Finance website. For further instructions on how to navigate the website, please view this Hot Topic.
  • Select the “Start Fiscal Year” as 2024
     

• District FY23 BUDG-75 reports are available to download from the School Finance website:
  • Select the “Start Fiscal Year” as 2023
  • Optionally, select the “Execution Date” as 11/21/2023
  • Click “Apply.”
  • If a 915 was submitted, please download the latest BUDG75 report without using the execution date drop-down.
     

• District BSA-55 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 June “PDF” button. The June BSA-55 report will appear.

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

Thank you!

The Auditor General’s Office plans to release updated FY2025 Expenditure Budget forms by Friday June 21st to include legislative updates. These updates include revised Base Support Amount, Charter Additional Assistance, and onetime supplemental fundings for FRPL, District Additional Assistance, and Charter Additional Assistance. The budget forms will include instructions on how to include the supplemental funding amounts.

For school districts that have already finalized and uploaded their proposed Expenditure Budgets to ADE’s Budget System, please note that you may not increase budget limits from your proposed version to your adopted version based on A.R.S. 15-905.E. However, school districts that have already submitted their proposed Expenditure Budgets to ADE’s Budget System may take the following actions:

1. Re-propose your Expenditure Budget using the update forms released by the Auditor General’s Office and adopt that budget at least 10 calendar days after submitting to ADE’s Budget System. To do this, you can upload another proposed version of your Expenditure Budget on Budget System until July 5th.
2. Adopt your Expenditure Budget based on your already submitted proposed Expenditure Budget (subject to A.R.S. 15-905.E) and submit a revised Expenditure Budget by September 15th using the updated budget forms, as stated in A.R.S. 15-905.Q.

For school districts that have not submitted their proposed budget to ADE’s Budget System yet, please use the updated budget forms provided by the Auditor General’s Office.

If you have any questions, please contact the School Finance Budget Team at [email protected].

Base Level Amount 15-901

2.00%/$98.29 total increase

• $5,013.00

Transportation Support Level 15-945

2.08% increase to support per route mile

• 0.5 or fewer: $2.95
• 0.5-1.0: $2.42
• More than 1.0: $2.95

District Additional Assistance (DAA) & Charter Additional Assistance (CAA) 15-185 & 15-961

2.00% increase to CAA

• Grades PSD-8: $2,090.10
• Grades 9-12: $2,435.97

Qualifying Tax Rate 41-1276

Unified School Districts & Common School Districts not within a High School District (Type 03): $3.1860

Common School Districts within High School District & High School Districts: $1.5930

State Aid Rollover 15-973

$800,727,700 of the FY 2025 basic state aid appropriation to school districts is deferred until July 2025. 

This is equal to FY 2024.

Does not apply to charters or school districts with less than 4,000 ADM.

Classroom Site Fund 15-977

$792 per weighted pupil

Prop 123 Additional Funding Laws 2015, 1st Special Session, Chapter 1, Section 6

$75,000,000 (FY21-FY26)

One Time Supplement for CAA & DAA

One-time supplemental funding for Charter Additional Assistance (CAA) and District Additional Assistance (DAA) will be allocated on a proportional basis. The additional amount received by each charter and district will increase budget capacity; districts can use their apportionment in either Maintenance & Operation or Unrestricted Capital Outlay funds.

• CAA statewide amount: $5,858,000.00
• DAA statewide amount: $23,142,000.00

One Time Supplement for FRPL

One-time supplemental funding for Free and Reduced Priced Lunch (FRPL) will be allocated on a pro rata basis using FRPL weighted ADM. The amount apportioned to each charter and district will increase budget capacity; districts can use their apportionment in either Maintenance & Operation or Unrestricted Capital Outlay funds.

• FRPL statewide amount: $37,000,000.00

School Finance Fiscal Operations – Related Statutes

Arizona Department of Corrections 15-1372

Arizona Department of Juvenile Corrections 15-1371

Arizona Online Instruction 15-808

Certificates of Educational Convenience   15-825   15-976

Charter Equalization 15-185

Classroom Site Fund 15-977

College Credit by Examination Incentive Program 15-249.06

County Jails   15-913.01

County Juvenile Detention 15-913

County Small School 15-365

Definitions 15-901

Determination of equalization assistance payments from county and state funds 15-971

District Cash Advance of State Aid   15-973

District Equalization 15-943

Early Literacy Grants 15-249.09

Instructional Improvement Fund 15-979

Optional Two Hundred Days of Instruction (5% base level increase) 15-902.04

Result Based Funding

Small School Capital Transportation 15-963

Teacher Experience Index 15-941

Unorganized Territory 15-1001

There are several reports that districts and charters can access from School Finance Reports and within the AzEDS system that summarize student counts and are helpful in the budget preparation process:

•  ADM20 - summarizes district/charter regular education student counts by grade level
• SPED20 - summarizes district/charter special education student counts by need
• ELL20 - summarizes district/charter English Learner student counts by program
• ADM30 - summarizes school-level regular education student counts
• GIFT10 - lists all students who qualify for the gifted program
• GIFT11 - breaks down those students to their individual gifted needs of Language Arts (Verbal) giftedness, Non-Verbal giftedness, Quantitative (Math) giftedness or Other giftedness
• FRPL20 – summarizes district/charter with reported FRPL need by grade level
• FRPL30 - summarizes school-level FRPL counts

The reports may be run for a given Local Education Agency as the district of residence, the student count used in basic state aid calculations, or the district of attendance, which is the student count used in Classroom Site Fund calculations and certain other payments. The reports may be run for any date during the fiscal year from within the AzEDS system, and data submission dates that were used in basic state aid payment calculations are also available without the need to log in through School Finance Reports.

Instructions to access the reports are below:

• To view ADM20, SPED20, and ELL20 reports for data used in basic state aid payment calculations:

1. First, navigate to School Finance Reports
2. Next, select a Local Education Agency and click “View Reports.”​
   1. ​​​​​​ADM Reports: This section allows LEAs to view the report or download a PDF of the Data Capture Date used for the State Aid payment and linked to the BSA 55 for a given month.
   2. Additionally, from within BSA-55 reports, clicking the “AzEDS Execution Date” link in the top right corner of the report will display the same reports that appear under the ADM report category(click “next page” to view all reports).

• To run ADM20, SPED20, and ELL20 reports that were not used in basic state aid payment calculations:

1. First, navigate to AzEDS
2. Next, click on “Reports” and then click “ADM.”
3. Select the desired report (ADM20, SPED20, or ELL20)
4. Select the Local Education Agency
5. Select the data capture date and “District of Residence.”
6. Finally, click “View Report.”

• To run ADM30 reports 

1. First, navigate to AzEDS
2. Next, click on “Reports” and then click “ADM.”
3. Select the desired report (ADM30)
4. Select the Local Education Agency
5. Select the data capture date and report type “Limited” and  “District of Attendance.”
6. Finally, click “View Report.”

• To run GIFT reports 

1. First, navigate to AzEDS
2. Next, click “Reports” and “Support Program.”
3. Select the desired report (GIFT10, GIFT11)
4. Select the Local Education Agency
5. Select the School(s)
6. Finally, click “View Report.”

Please get in touch with the Budget Team at [email protected] if you have any questions about submitting budgets.  For questions regarding AzEDS reports, please get in touch with the Analyst Team via HelpDesk.

The School Finance Analyst Team has noticed a data trend: an increase in duplicate State Student I.D.s reported every new school year. Creating duplicate student I.D.s can lead to incorrect funding and pose a significant challenge for districts, charters, and the School Finance Analyst Team to resolve. To avoid such complications, it's crucial to familiarize yourself with the guidelines below and ensure we don't create any duplicate student I.D.s.

As a member of your school staff, you play the most vital role in preventing the creation of duplicate State Student I.D.s. Remember, a State Student ID (SSID) is a unique identifier that reports student data to AzEDS. It's also an EdFI ID, SAIS Number, or AzEDS ID.  

If a new student is enrolling in your charter or district, you must thoroughly review the student's records to determine if an SSID already exists in AzEDS. All students educated in an Arizona public school will have an SSID assigned. 

Per A.R.S. § 15-828 an acceptable document to enroll a student includes the following:

1. A certified copy of the pupil's birth certificate.
2. Other reliable proof of the pupil's identity and age, including the pupil's baptismal certificate, an application for a social security number or original school registration records, and an affidavit explaining the inability to provide a copy of the birth certificate.
3. A letter from the authorized representative of an agency having custody of the pupil under Title 8, chapter 2, certifying that the pupil has been placed in the agency's custody as prescribed by law.

If your Student Information System (S.I.S.) searches SSIDs but multiple possible SSIDs are returned, utilize the AzEDS Identity Tool to validate you are choosing the correct SSID. Do not select an SSID in your S.I.S. without further research. If multiple SSIDs populate, please report the I.D.s via the Help Desk application so the duplicate SSIDs can be retired.

If you are still trying to decide which SSID to select, review the student's records, if applicable. The Official Notice of Pupil Withdrawal Form will list the SSID from the previous school.

If no results return for assigning an SSID from your S.I.S., please ensure you have exhausted all possible resources before assigning a new SSID. 

• Review student's records.
  • Verify the student's name.
  • Check for misspellings, multiple last names, name order, hyphenation, etc.
• Utilize the AzEDS Identity Tool.
• Contact the student's previous school for additional information. Contact your S.I.S. for further support.
• Create a Help Desk icket to request assistance in choosing the correct SSID.

To be eligible for an increase in expenditure capacity and state aid, all FY2023 A.R.S. § 15-915 requests must be submitted by June 01, 2024, to ensure all data changes/corrections are completed before June 30, 2024.

Requests completed after June 30, 2024, are outside the subsequent fiscal year and are not eligible for increased expenditure capacity and state aid.

Year two (2) and three (3) corrections made within the 2nd and 3rd prior year may decrease expenditure capacity and state aid. Under A.R.S. § 15-915, no increases may result from FY2021 and FY2022 student data corrections.

For additional information and instructions on submitting a request, see the Guidelines for Requesting Prior Year Corrections to State Aid or Budget Capacity (A.R.S. § 15-915).

BUDG-25 reports for all school districts have been posted to the School Finance website. FY 2024 March BUDG-25 reports have been calculated using the FY 2024 March BSA-55 information.

The FY2023 Over Expenditures have been included in the Unrestricted Capital (UNR) and Maintenance and Operations (M&O) funds. Additionally, FY24 FRPL Add-On ADM has been included in the base support level calculation (BSL).

The following forms are available:

• District BUDG-25 reports are available to download from this School Finance website. For further instructions on how to navigate the website, please view this Hot Topic.

• District FY23 BUDG-75 reports are available to download from the School Finance website:
  • Select the “Start Fiscal Year” as 2023
  • Optionally, select the “Execution Date” as 11/21/2023
  • Click “Apply”
  • If a 915 was submitted, please download the latest BUDG75 report by not using execution date drop down.

• District BSA-55 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 March “PDF” button. The March BSA-55 report will appear.

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

Thank you!

BUDG-25 reports for all school districts have been posted to the School Finance website. FY 2024 February BUDG-25 reports have been calculated using the FY 2024 February BSA-55 information.

The FY2023 Over Expenditures have been included in UNR and M&O.

District BUDG-25 reports are available to download from this School Finance website. For further instructions on how to navigate the website, please view this Hot Topic.

• District FY23 BUDG-75 reports are available to download from the School Finance website:
  • Select the “Start Fiscal Year” as 2023
  • Optionally, select the “Execution Date” as 11/21/2023
  • Click “Apply”
  • If a 915 was submitted, please download the latest BUDG75 report by not using the execution date drop-down.

• District BSA-55 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 report will appear.

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

Thank you!

In accordance with A.R.S. §15-905(L), the FY 2023 BUDG-75 Expenditure Analysis Letters are now published. Letters are based on the most recent FY 2023 BUDG-75 Over Expenditure reports, which have been calculated using FY 2023 BSA55 SRC information.  These letters serve as official notification of any over expenditure for FY 2023, and how Budget Balance/Over Expenditure values should be recorded on the next FY 2024 budget revision.

District BUDG-75 Letters are available to download from the School Finance website:

• First, select the start fiscal year of 2023.
• Next, select the optional execution date of 02/21/2024 and/or hit “Apply.”
• Next, use the filter icon above “Ed Org ID” or “Ed Org Name” to filter for your district.
• Finally, click on the highlighted “Budget-75 Expenditure Analysis Letter” file under the “Report File Name” column.

District BSA 55 reports are available to download from the School Finance website:

• First, select 2023 as the fiscal year.
• Next, select your school district and then click “View Reports.”
• Next, scroll down the page to the “School District Reports” section.
• Finally, click the FY23 SRC “PDF” button under the BSA-55 Report section. The FY 2023 BSA55 SRC report will appear. If a 915 was completed, please select that report instead.

The expenditure analysis letters are addressed to the district's governing board in care of the district superintendent. Therefore, it is the responsibility of the district to inform the district's governing board members accordingly. 

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

Thank you!