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!

In pursuant to Arizona Revised Statute 15-992-F and starting with the Fiscal Year 2024 February district state-aid payment, School Finance has included adjustments on the BSA-64 report for the county equalization assistance.

This adjustment was calculated by taking each district’s Fiscal Year 2024 January state-aid equalization amount and dividing that by the county total Fiscal Year 2024 January district state-aid equalization amount to get each district’s percentage of the county equalization total. That percentage was then multiplied by the reported county total equalization amount provided by each county. This proportion of the reported county equalization amount is what each district will have their Fiscal Year 2024 state-aid equalization amount adjusted by.

Please see the attached worksheet for the data involved in this calculation.

Please contact School Finance Payment Team at [email protected] for any questions.

Thank you!

Data capture for the March 21st payment is 02/15/24 at 5 pm. 

Reminder: Payment 9 will be based on data captured that is passing integrity and generating ADM in AzEDS. Actual data in AzEDS will be used to calculate ADM for Payment 9.

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: FY24 Calendars need to be submitted, approved, and certified for ADM and funding to be generated. 

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

The School District Employee Report (SDER) On-Line Application is now open to accept employee data revisions. You can access this application through ADE Connect.

If there are any revisions that need to be made to your SDER data, you can log in to ADEConnect SDER Application. The deadline to submit final revisions is March 1, 2024, by the end of the day.

It is important to note that if a district's data is not submitted and error-free, it will not be included in the TEI calculation. Final TEI reports will be available on or before March 15, 2024.

For additional details about the submission of SDER data, please refer to the SDER manual.

Please submit a HelpDesk ticket if you need assistance with submitting your SDER data.

Note: Charter schools should not submit staff data or SDER data.

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

• 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”

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

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

Thank you!

Audit PDFs can be uploaded to the Budget System. This Hot Topic provides detailed step-by-step instructions on how to upload the Audit PDF to the Budget system. Please review the following information before contacting the School Finance Budget Team with questions. 

Step 1: Go to ADE Connect (www.adeconnect.azed.gov) and click on “View Applications”    

Step 2: Click “School Finance Budget System"

Step 3: Click on “Audit PDF Upload” on the top right corner of the web page

Step 4: Click “File Upload”

Step 5: You will see the below screen with following fields:

1. Enter the Fiscal year from the dropdown
2. Click “Select Files” under Document Name and select the file to upload
3. Fill in the File Description
4. Then click “Upload”

*** Please note, PDF is the only acceptable format ***

After uploading the file, you can return to the dashboard. On the dashboard, you can view the file submission details and download the file.

Externally view and download the Audit PDFs uploaded to the Budget System

Districts can access the uploaded Audit PDFs at the School Finance Website (the same site where the BSA55 and BSA64 reports are available)

• Click on File Submission Status Report

• On the top right corner of the page, click ‘Audit PDF Uploaded Files’ and you should see the uploaded files in the dashboard.

• On the Dashboard, you can filter and view the status of the uploaded document (Historic, Current Usable, Failed). The file can be downloaded by clicking on ‘Download’ and Districts can copy the link to this file by right clicking on ‘Download.’

• Status details:
  • Current Usable: the file is the most recent processed file for that file name and fiscal year.
  • Historic: the file has been replaced with a newer successfully processed file with the same name and fiscal year.
  • Failed: the file was unable to be processed.

If you have questions after reviewing the links above, please email the School Finance Budget Team as [email protected].

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 2024 Gifted Add-on Payment Summary

FY2024 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 to appear in the BSA55 report along with other add-on funding, but the timeline for this enhancement is not yet known.

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

Thank you!