BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2022 June BUDG-25 reports have been calculated using the FY 2021 BUDG-75 report and FY 2022 June BSA 55-1 information.  Please note, the reduction for any over-expenditure amount in M&O and/or Unrestricted as reported on the FY 2021 BUDG-75 will be included on the FY 2022 June 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 2022 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 2021 and then click “Go!”. The BUDG-75 report will appear.

Please note, BUDG-75 reports have been updated and Budget Balance Carry Forward amounts have been recalculated based on FY21 AFR.

• 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 June “PDF” button. The June 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!

Budget Considerations for Type 03 Districts

Basic state aid formula funding is calculated in accordance with statute based on the grade levels in which a school district or charter is approved to provide instruction. For most elementary school districts that are not within a high school district (type 03 districts), formula funding is only calculated for kindergarten through 8^th grade. High School students in type 03 districts, including SPED/ELL student counts, ​are funded based on the tuition amount charged by the attending district in accordance with ARS 15-824. 

Elementary districts that are not within a high school district should keep the following process in mind when closing out FY 2022 and preparing the FY 2023 budget:

• Budgeted tuition out amounts appear in the initial BUDG25 and BSA55 reports
• If a revised budget is submitted, tuition values in the BUDG25 and BSA55 reports will be updated
• Elementary districts that are not within a high school district (type 03 districts) should ensure that final tuition numbers are included in final budget revisions
  • Districts charging tuition are required to provide final tuition invoices by May 1st
• Type 03 districts are required to submit tuition invoices and final copies of the calculation worksheets for the previous fiscal year by October 31st
  • The final tuition amount supported by invoices will be used in the BUDG75 report and will result in an adjustment if the invoice amount does not match the amount in the final budget/BSA55
• If a district realizes that the tuition amount in the final budget or AFR is incorrect after statewide recalculation or after the AFR has been submitted, the tuition amount can be correct through the prior-year data correction process defined in ARS 15-915. Please click here for more information about prior-year data corrections.

Budgeting for the Tuition Out Adjustment:

The funded tuition out adjustment is based on districts' most recent successfully submitted budget as of the time of calculation. The chart below shows the specific locations in the budget file in which reporting by the district is required:

The values that a district enters for the required budgeted tuition amounts/transported counts will appear in the BUDG25 and BSA55 reports. If a revised budget is submitted, tuition values in the BUDG25 and BSA55 reports will be updated in the next calculation.

Reconciling Final Tuition Invoices to the Budget:

Districts can ensure that final tuition invoice amounts are reflected in final budget revisions by comparing the product of the tuition out ADM and tuition charge (tuition x ADM) in the budget to the total tuition invoice amount.

Correcting the Budget through A.R.S. 15-915:

If a district realizes that the tuition amount in the final budget or AFR is incorrect after statewide recalculation or after the AFR has been submitted, the tuition amount can be corrected through the 15-915 process; please see this Hot Topic for steps to request a 15-915 correction.

For questions regarding budgeting for Type 03 Tuition Out or Transporting High School Count, please send an email to [email protected]. For questions regarding your Type 03 Tuition Out adjustment or Transported High School Count on your BSA55, please email [email protected].

There are several reports that districts and charters can access from schoolfinancereports.azed.gov and within the AzEDS system that summarize student counts and are useful 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

School Finance has manually calculated initial add-on payments for the new FRPL Group B weight in accordance with Laws 2022, Chapter 317.

The reports may be run for a given Local Education Agency as the district of residence, which is 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 schoolfinancereports.azed.gov.

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 schoolfinancereports.azed.gov

2. Next, select a Local Education Agency and then click “View Reports”​

​​​​​​i. 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.

ii. 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 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 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 on “Reports” and then click “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 contact the Budget Team at [email protected] if you have any questions about submitting budgets.  For questions regarding AzEDS reports, please contact the Analyst Team via HelpDesk.

The Auditor General’s Office has published FY 2023 Preliminary Budget Forms for school districts and FY 2023 Preliminary Budget Forms for charter schools. The preliminary budget forms should be used for FY 2023 proposed and adopted budgets uploaded to ADE. In July, the Auditor General's Office will notify districts by email when final forms are available and ARS 15-905Q allows districts to revise their budgets by September 15th using the new forms to account for changes in law that impact budget calculations.

The window to submit Charter Estimated Counts for FY23 is now open and accessible via ADEConnect.

To access the application a user must be assigned the role "Charter Estimated Counts - Charter User" in ADEConnect to gain access to this application. The role can be assigned by an Entity Administrator. To find your Entity Administrator, please go to https://home.azed.gov/PublicSite/ and search by Entity ID, CTDS, or Entity Name.

A training on this new application can be viewed here under Charter Estimated Counts Application. Additional information can be found in this Hot Topic. To view the Charter Estimated Counts user manual, click here. The deadline to submit Charter Estimated Counts for the July 22nd payment is 7/1/22 at 4:30 pm.

Please note that payment and data capture dates have moved up for FY 2023 and the full list of FY 2023 payment and data capture dates is available in the Hot Topic below. Please note that payment and data capture dates have moved up for FY 2023 and the full list of FY 2023 payment and data capture dates is available in the Hot Topic below.

/finance/fy-2023-monthly-payment-and-azeds-processing-schedule

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

June's data capture for the June 30^th payment is 6/7/22 at 5pm.

Please ensure data is reconciled and free of integrity errors prior to 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 

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.

As mandated by A.R.S. § 15-1042(B), all Local Education Agencies (LEAs) are required to submit data electronically in order to receive funding. As part of this process, LEAs must create an instructional calendar for each non-AOI school site and the Superintendent or authorized representative must certify that each calendar has met the minimum instructional time requirements defined in A.R.S. § 15-901. LEAs must enter the instructional calendars in student information systems (SIS) for submission to AzEDS. AzEDS will be available for FY 2023 (July 1, 2022 - June 30, 2023) instructional calendars and student data transactions beginning on 6/1/2022.

The data capture deadline for the 8/19/2022 payment is 7/15/2022. Each district and charter is required to establish and certify instructional calendar(s) by 7/14/2022 in order to use AzEDS student counts for this payment. The calendar must be approved and certified before any student detail information can pass AzEDS Integrity and be used in funding calculations.

The initial release of state aid will be delayed if the deadline specified for the instructional calendar has not been met.

Note: Arizona Online Instruction (AOI) schools are not required to and should not submit a calendar.

Click here to review the full calendar memo. 

Click here to review the Calendar Integrity Reference Guide. 

If you need assistance with submitting your calendar(s), please reach out to an Analyst via HelpDesk. 

Pursuant to A.R.S. § 15-185(B)(2) the student count of a charter school shall be determined initially by using an "estimated count" based on actual registration of pupils before the beginning of the school year. 

The Charter Estimated Counts application will open for data submission on 5/31/22. Additionally, the AzEDS API will be available for FY23 (7/1/22-6/30/23) instructional calendars and student data transactions beginning on 6/1/22. 

For Charters, the first payment of FY23 will be based on projected 100th day Average Daily Membership (ADM) unless Charter Estimated Counts have been submitted. If a charter has both projected ADM and Charter Estimated Counts, School Finance will use Charter Estimated Counts as the basis for the 7/22/22 payment. The deadline to submit Charter Estimated Counts is 7/1/22. 

Charter Estimated Counts will not be used after the 8/19/22 payment and all remaining payments will be based on AzEDS data/projected ADM. 

To view the full Charter Estimated Counts memo, click here. 

To view the new Charter Estimated Counts manual, click here. 

Questions regarding the submittal of Charter Estimated Counts should be submitted via HelpDesk. 

The new AOIADM15 report, which details the Average Daily Membership (ADM) calculation for Arizona Online Instruction (AOI) students, is now available to districts and charters in AzEDS. The ADM for AOI students is determined based on the students reported Full Time Equivalency (FTE) and the total minutes of instruction reported during the year. Additionally, until a student withdraws or the year ends, the calculation includes projected future minutes for each student.

The new report identifies students participating in an AOI school, displays the total minutes of instruction reported year-to-date for each student, shows the projected minutes of instruction for each student enrolled through the end of year, and details the ADM generated by the student by dividing total minutes reported by the minutes required for the student’s grade level.

The new report is available  under the “ADM” header from the reports menu in AzEDS:

Please submit a Help Desk ticket or email [email protected] if you need assistance with the new report.

FY 2022 Results-Based Funding Payment 2 has been calculated and will distribute in May, 2022. Below is a file that will show the FY 2022 Results-Based Funding Total Amount, FY 2022 Results-Based Funding Payment 1 Amount, and FY 2022 Results-Based Funding Payment 2 Amount (Amounts being distributed in May, 2022-highlighted column). On the LEA-Level tab, Districts are listed by county, followed by charters listed alphabetically. A second tab will show the School-Level amounts. For questions regarding your payment, please contact [email protected]

FY 2022 Results-Based Funding Payment Amounts

Please see FY 2022 Results-Based Funding Payment 1 Hot Topic