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Forms for Budget Process

Forms for Budget Process

Resources and links to all School District and Charter AFR and Expenditure Budget forms, forms for Special Election results,  the county AFR form, and information regarding Impact Aid are available from this page. Please contact [email protected] if you need assistance finding a specific form.

 Annual Financial Report (AFR) Forms

The links below are to the Auditor General's forms page:

If prior year(s) forms are needed, email the Budget Team ([email protected]).

Accessing Submitted annual financial reports (AFRs):

 Expenditure Budget Forms

Below are the links to the Auditor General's forms page:

If prior year(s) forms are needed, email the Budget Team ([email protected]).

Accessing Submitted expenditure budget:

 K-3 Reading Budget & AFR Forms

Below are the links to the latest K-3 Reading budget and AFR forms:

  • FY 2027 K-3 Reading budget and FY 2026 K-3 Reading AFRs District | Charter
  • FY 2026 K-3 Reading budget and FY 2025 K-3 Reading AFRs District | Charter
  • FY 2025 K-3 Reading budget and FY 2024 K-3 Reading AFRs District | Charter
  • FY 2024 K-3 Reading budget and FY 2023 K-3 Reading AFRs District | Charter  
  • FY 2023 K-3 Reading budget and FY 2022 K-3 Reading AFRs District | Charter 

 Hardship Application

This application is used to request that a negative adjustment from statewide recalculation or a data correction be spread over the current and next fiscal years rather than having the negative adjustment applied entirely to the current year. 

 Report for Special Elections

Email the district’s completed Report of Special Election Results form as an attachment to the Budget Team ([email protected]). It would be appreciated if the district would rename the results form to include the district’s name. As well, please include the district’s name in the subject line of the email.

 County Annual Financial Report (AFR) Form 

Below is the link to the County Annual Financial Report (AFR) Form:

 Impact Aid Information

Please utilize the links below for information regarding Impact Aid:

Training & Support Hub for Budget Resources

Training & Support Hub for Budget Resources

Browse our collection of step-by-step training videos of School Finance's budget resources to guide you through every process. Our goal is to empower our internal and external stakeholders with the knowledge and skills needed to locate, complete, submit, and understand School Finance reports and data effectively.

School Finance Budget System

ADE Connect Budget System Basics

This presentation provides an overview of the new School Finance Budget System. This presentation will review the purpose of the new system, changes between the new system and Common Logon, and how to obtain access.

Contact Information

This presentation provides a step-by-step guide on how to update contact information in the new Budget System.

 File Submission 

This presentation provides a step-by-step guide on how to upload files in the new Budget System. The presentation will also review how to understand the file submission process, such as the status of the submitted file and the layout of the website page.

 File Due Dates & Submission Window

This presentation provides an overview of how due dates and submission windows will function within the new Budget System. This presentation provides a voiceover and graphics to help you better understand how due dates and the submission windows will work in the new system.

 Uploading Cover Page, Audit Documents, & Website Links

The link below is a Hot Topic that outlines how to submit cover pages, audit documents, and any required weblinks not already on a form's cover page:


Budget & Payment Reports & Processes

 Reconciling School Finance Budget & Payment Repots

This presentation provides an overview of how to reconcile School Finance Payment Reports (including BSA-55 & BSA-64) with different data reporting flows and shows how to similarly reconcile School Finance Budget Reports (including Budg-25 & Budg-75).

 Understanding School Finance Budget & Payment Reports

This presentation provides an overview of School Finance Payment Reports and Budget Reports.

Understanding A.R.S. 15-915 Processes & Impacts

This presentation provides an overview of the different types of A.R.S. §15-915 processes and their impacts on funding and budget capacity.

 

Templates

School Finance has created the following templates to help school districts and charters better understand School Finance calculations and to assist with calculating certain budget items.

 BSA-55

The BSA-55 template utilizes data that can be found on the published BSA-55 reports.

 M&O Override

The M&O Override template utilizes data that can be found on the published BSA-55 reports and a district's Expenditure Budget submission.

 Capital Override

The Capital Override template utilizes data that can be found on the published BSA-55 reports and a district's Expenditure Budget submission.

 

Guidance

 A.R.S. §15-915 Guidance

This document outlines the requirements to complete an A.R.S. §15-915.

To explore further resources, visit our School Finance presentations page or our live training schedule on the ADE events page (search School Finance).

We welcome your input to ensure we deliver the most valuable training. If there's a specific training you'd like to request, please feel free to reach out to us at [email protected].

Training & Support Hub for the Payment Process

Training & Support Hub for the Payment Process

Explore our library of comprehensive training videos, designed to walk you through every step of the payment process at School Finance. Our goal is to empower our internal and external stakeholders with the knowledge and skills needed to locate, complete, submit, and understand School Finance reports and data effectively.

Additional presentations about payment processes can be found under the School Finance budget resources training and support hub.

Presentations

Payment Reports

Charter Payment Reports (BSA 55 & BSA 64)

This training video will walk you through the features for both Charter Payment Reports (BSA 55 & BSA 64).

Supporting Material:

District Payment Reports (BSA 55 & BSA 64)

This training video will walk you through the features for both District Payment Reports (BSA 55-1 & BSA 64-1).

Supporting Material:

Cash Advance Interface

This webinar is designed to advise school districts of the new process to request a cash advance of state aid and show them how to do so in the new payment system.

 

 

Supporting Material:

Small School Transportation Adjustment

This webinar is an overview of the School Finance Small School Transportation Adjustment new user interface. We will introduce the new user interface and the user role needed to access it, as well as review submitting and tracking your application.

Supporting Material:

Templates

School Finance has created the following templates to help school districts and charters better understand the payment reports and plan for future state aid payment cash flows.

 BSA-55

  • Please download the Excel template below for the BSA-55 template.

 BSA-64

  • Please download the Excel template below for the BSA-64 template. Please review the attached guide within the template to help you better understand how to navigate this resource.

To explore further resources, visit our School Finance presentations page or our live training schedule on the ADE events page (search School Finance).

We welcome your input to ensure we deliver the most valuable training. If there's a specific training you'd like to request, please feel free to reach out to us at [email protected].

Data Collection & Reporting for School and Student Membership Data

Data Collection & Reporting for School and Student Membership Data

School Finance regularly publishes reports to detail payment collections and summarize data submitted by Local Education Agencies (LEAs). Please contact [email protected] if you need assistance finding a specific report.

 Open Enrollment Report 

A.R.S. §15-816.01 requires that ADE publish an annual report of the open enrollment participation rate by school district, school, county, and specific related data. 

 School District Employee Reports (SDER)

School District Employee Report (SDER) data is used to calculate the Teacher Experience Index (TEI) pursuant to A.R.S. §15-941. The TEI calculation may have the effect of increasing budget limits and equalization assistance (state aid) in the subsequent year.

 SFOB Attending Average Daily Membership by School

This report shows attending Average Daily Membership (ADM) by school and was created for use by the School Facilities Oversight Board and others.

 Vehicle Inventory Mileage Submissions

This report shows the date and total miles driven for each district as reported on their latest Vehicle Inventory Report (Trans-03) submission. Any date reported after 07/15 requires School Finance to open a 15-915 window.

Forms for School and Student Membership Data

Forms for School and Student Membership Data

Resources, links and forms to submit data or to initiate certain changes and requests. Please contact [email protected] if you need assistance finding a specific form.

 200-Day Instructional Calendar Compliance Form

School districts and charters electing to provide 200 days of instruction must submit an application to the Arizona Department of Education (ADE) by June 15th. Application forms should be submitted through HelpDesk.

 Calendar Count Exemption Form

School Finance uses the 100th day (or 200th day where applicable) of each school’s calendar to calculate average daily membership (ADM). To support ADM calculation, AzEDS requires that all schools submit one 5-day or 4-day calendar. The required 5-day or 4-day calendar is considered the school’s primary calendar. Every District or charter must upload a primary calendar, and then up to 3 additional 4-day or 3-day calendars for preschool (PS) or kindergarten (KG) may be submitted if needed.


To request approval for calendars beyond the defaults described above, please complete the Calendar Exemption Form and attach it to an Account Analyst Support Request within the HelpDesk application.  
Once your request is approved, you’ll receive notice from School Finance to coordinate uploading your new calendar(s) through your SIS to AzEDS.

 Instructional Time Model Submission

HB 2862 allows a school district or charter to adopt an Instructional Time Model (ITM) to meet instructional hour requirements through things like remote instruction, project-based learning, mastery-based learning, weekend courses, and evening courses. School districts and charters should use the Instructional Time Model Template for School Districts and Charter Schools to report Instructional Time Models to the department.

  • Instructional Time Certification 05/04/2018 For use in FY 2018. See SF18-054 for more information.

Training & Support Hub for School and Student Data Membership

Training & Support Hub for School and Student Data Membership

Browse our collection of step-by-step training videos of School Finance's School and Student Membership Data to guide you through every process. Our goal is to empower our internal and external stakeholders with the knowledge and skills needed to locate, complete, submit, and understand School Finance reports and data effectively.

Charter Estimated Counts Application

This training video will give you an overview of the new Charter Estimated Counts application and how to upload your data using the template within the application.

Supporting Material:

New Charter Training FY2022 - 1st Session

In this video, we will introduce you to School Finance Teams. How to ask for help and find resources within School Finance. We will discuss creating an Entity with School Finance and give a brief overview of how to submit student data via AzEDS. The Payments Team will discuss payment cycle and review payment reports, such as the BSA55. The Budgets Team also joins and provides detailed information on Charter Budget uploads and tips and trick to submitting Charter Budgets via Common Logon.

Supporting Material:

 AzEDS Introduction

This training video will review what AzEDS is and how School Finance utilizes the data collected to generate average data membership values for basic State Aid. We recommend this video for new student data coordinators, registrars, and reconciliation personnel.
 

Training Highlights: 

  • What is AzEDS?
  • Sending Data to AzEDS
  • Data Submission 
  • Data Capture

 AzEDS Validation Reports

This training video reviews the reports within the AzEDS portal that help you reconcile your student data with your Student Information System (SIS). We recommend this video for new student data coordinators, registrars, and reconciliation personnel.
 

Training Highlights: 

  • Transaction Validation Reports (TRANS10 and TRANS15)
  • Student Validation Reports (STUD10, STUD15, and STUD72)
  • Attendance Validation Reports (ABSATT10)

 ADM15 and ADM20

This training video reviews the Average Daily Membership (ADM). The training takes a journey from the ADM15 report to the ADM20 report to show where to find the values of these reports on the BSA55.  

Training Highlights: 

  • Define Average Daily Membership (ADM)
  • Review Excel Basics
  • ADM15 
  • ADM20 
  • BSA55

Transportation Data Submission

This presentation will review the new transportation applications in ADEConnect for FY2022.

Supporting Material: 

End of Year Checklist and 915 Guidance

This video provides a comprehensive guide to AzEDS ADM reports. These reports can be used to reconcile student data with a review of the columns within the ADM15 that should be considered in this process. We provide a list of questions you should ask yourself before rolling over your SIS and closing out the fiscal year along with tips on end of year reconciliation. There is also a review of the A.R.S. §15-915 posted guidance and how to properly submit a request for data correction. This video is recommended for all data coordinators, registrars, and reconciliation personnel.

Important Dates

Important Dates

FY 2027 AzEDS Data Capture Dates

Average Daily Membership (ADM) is calculated using data submitted in the Arizona Education Data Standards (AzEDS) system. Data capture stores a static copy of ADM every month on the data capture deadline. ADM is the basis of state aid funding. Monthly state aid payments are a percentage of the annual equalization assistance less previous payments year-to-date.

Ensure data is reconciled and free of integrity errors prior to the monthly data capture dates. Reports are published on the School Finance Reports website.

The FY 2027 API is available from 6/1/2026 to 7/15/2027.

Data Capture Deadline, 5 p.m. To be considered for:  Annual Equalization
Friday, May 15, 2026* Payment on July 22, 2026 8.33%
Friday, May 15, 2026* Payment on August 21, 2026 16.67%
Saturday, August 15, 2026 Payment on September 22, 2026 25.00%
Tuesday, September 15, 2026 Payment on October 22, 2026 33.33%
Thursday, October 15, 2026 Payment on November 23, 2026 41.67%
Sunday, November 15, 2026 Payment on December 21, 2026 50.00%
Tuesday, December 15, 2026 Payment on January 25, 2027 58.33%
Friday, January 15, 2027 Payment on February 22, 2027 66.67%
Monday, February 15, 2027 Payment on March 19, 2027 75.00%
Monday, March 15, 2027 Payment on April 21, 2027 83.33%
Thursday, April 15, 2027 Payment on May 21, 2027 91.67%
Saturday, May 15, 2027 Payment on June 22, 2027 100.00%
N/A** Payment between July 1 & July 12, 2027 N/A
Thursday, July 15, 2027 FY27 Statewide Recalculation N/A

*Alternative to FY 2027 AzEDS data available for the first two payments only. Districts will be paid based on AzEDS prior-year ADM, which does not apply to Charters. Charters will be paid based on estimated counts submitted via the ADEConnect Charter Estimated Counts application.

**Fiscal Year 2027 Basic State Aid and Additional State Aid rollover payment for school districts with equal to or greater than 4,000 regular ADM in the preceding fiscal year. Amount for each school district comes from each district's porportion of the total $800,727,000 withholding required under session law.

 FY 2026 AzEDS Data Capture Dates 

 

Average Daily Membership (ADM) is calculated using data submitted in the Arizona Education Data Standards (AzEDS) system. Data capture stores a static copy of ADM every month on the data capture deadline. ADM is the basis of state aid funding. Monthly state aid payments are a percentage of the annual equalization assistance less previous payments year-to-date.

Ensure data is reconciled and free of integrity errors before the monthly data capture dates. Reports are published at School Finance Reports. 

The FY 2026 API is available from 06/01/2025 to 07/15/2026.

 

Data Capture Deadline, 5 p.m. To be considered for:  Annual Equalization
Thursday, May 15, 2025* Payment on July 22, 2025 8.33%
Thursday, May 15, 2025* Payment on August 21, 2025 16.67%
Friday, August 15, 2025 Payment on September 22, 2025 25.00%
Monday, September 15, 2025 Payment on October 22, 2025 33.33%
Wednesday, October 15, 2025 Payment on November 24, 2025 41.67%
Saturday, November 15, 2025 Payment on December 19, 2025 50.00%
Monday, December 15, 2025 Payment on January 23, 2026 58.33%
Thursday, January 15, 2026 Payment on February 23, 2026 66.67%
Sunday, February 15, 2026 Payment on March 20, 2026 75.00%
Sunday, March 15, 2026 Payment on April 21, 2026 83.33%
Wednesday, April 15, 2026 Payment on May 21, 2026 91.67%
Friday, May 15, 2026 Payment on June 19, 2026 100.00%
Wednesday, July 15, 2026 FY26 Statewide Recalculation N/A

*Districts will be paid based on AzEDS prior-year student counts, which do not apply to Charters. Charter will be paid based on estimated counts submitted via the ADEConnect Charter Estimated Counts application.

Click here for all FY2026 payment cycle-related information: 


FY26 Monthly Payment and AzEDS Processing Information

 

School Finance Due Dates

Data and Budget Due Dates for School Districts:

Report Due Date Contact
Proposed Budget (board approved & uploaded) July 5 [email protected]
Adopted Budget (board approved) July 15 [email protected]
Bus Inventory July 15 [email protected]
Adopted Budget (uploaded) July 18 [email protected]
PEA/LEA Calendar Revisions Prior to student data submissions; no later than August 31  
Annual Financial Report October 15 [email protected]
Affidavit of Publication October 15 [email protected]
Preliminary School District Employee Within 30 Days of Publishing [email protected]
Report (SDER) October 15 [email protected]
Final Budget Revision (board approved) May 15 [email protected]
Final Budget Revision (uploaded) May 18 [email protected]
Transportation Route Report 12 Days after 100th Day in Session [email protected]

Data and Budget Due Dates for Charter Districts:

Report Due Date Contact
Federal & State Maintenance and Operations Declaration Form July 1 [email protected]
Proposed Budget (board approved & uploaded) July 5 [email protected]
Estimated Student Count Enrollment List per SF 21-044 July 1 [email protected]
Adopted Budget (board approved) July 15 [email protected]
Adopted Budget (uploaded) July 18 [email protected]
Fiscal Year LEA Calendar August 15 [email protected]
Annual Financial Report October 15 [email protected]
Final Budget Revision (board approved) May 15 [email protected]
Final Budget Revision (uploaded) May 18 [email protected]

 

Data Capture Reminder - 10/15/23

Data Capture Reminder - 10/15/23

Data capture for the November 22nd payment is 10/15/23 at 5 pm.

Reminder: Payment 5 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 5.

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.

School Level AFR Forms Are Available To Submit In Budget System

School Level AFR Forms Are Available To Submit In Budget System

Wed, Oct 4, 2023

The School Level AFR forms are now able to be submitted in Budget System. Navigate to this link to access ADE Connect for submission in Budget System.

To access district School Level AFR forms, please use this link and for charter School Level AFR forms, you can access this link.

Please note, to view the “Upload” button in Budget System for the FY23 AFR files, you will need to click on the following radio button located in the top right-hand corner of the submission dashboard:

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Also, please be aware that the Budget System will analyze the number of schools in each district and charter. If all schools are not reported, the file will receive a status of “Processed with Warning(s)/Informational” and list the missing CTDS numbers of the schools. This will help verify if a school was accidentally missed.

If a school was missed, please correct the error and reupload the file. Additionally, if more schools were included than there are in EOS, the report will receive a status of “Processed” but the additional data will not be read by Budget System. These same rules will apply to the Results Based Funding and District School By School Deseg AFR forms.

FY 2024 September Expenditure Report (BUDG-25)

FY 2024 September Expenditure Report (BUDG-25)

BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2024 September BUDG-25 reports have been calculated using the FY 2024 September 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 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.
    • Please note that School Finance has not yet run FY23 BUDG-75 reports.
  • 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 September “PDF” button. The September BSA 55 report will appear.

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

Thank you!