Note: This Hot Topic was revised on 4/8/2022 to remove references to single audit files

The file below contains links to view all FY 2021 district and charter financial and compliance audit reports that have been submitted to the Arizona Department of Education (ADE) as of 3/23/2022.

 Download FY 2021 District and Charter Financial and Compliance Audit Reports

Laws 2021, Chapter 7 revised ARS 15-914 to require that financial and compliance audit reports be submitted to ADE and that the department make the reports available on its website. For more information about how to submit FY 2021 Financial and Compliance Audit Reports, please review the Hot Topic published on December 28, 2021.

Please contact the School Finance Budget Team ([email protected]) if you need assistance submitting FY 2021 Financial and Compliance Audit Reports.

FY22 SDER report data was made available on the new Local Education Agency Reports page on March 15th. The lists showing FY22 submission dates are posted here under the School District Employee Reports section.

A TEI calculation less than 1.000 or the absence of a TEI calculation will result in an effective TEI of 1.000.

As a reminder, only teachers submitted at school sites are included in the TEI calculation and charter districts are not required to submit SDER data.

The window for districts to submit transportation route data will close at 5pm on Monday, 3/21/22. If you have not already begun this process, please do so immediately and reach out to an Analyst via HelpDesk with questions. This is a new system (now accessed through ADEConnect) and we want to provide any assistance needed to ensure you meet the statutory deadline (12 days after your 100th day or 200th day where applicable). Please note that charters are not required to submit this data.

For additional information on this submission and the new system, please review the original post from January 10th here. 

The following resources have been created to assist in submitting transportation data via the new application:

• Transportation Data Submission Video
• Transportation Manual edited 1/12/22
• Transportation FAQ

If you haven’t already, please review these resources prior to submitting your transportation data. Once your data is saved, your TRAN55-1 report (found here) will reflect the values you've entered and saved in the new system (blank fields on the report indicate no data has been submitted).

If additional assistance is needed, please submit a HelpDesk ticket.

March's data capture for the April payment is scheduled for 3/8/22 at 5pm. Please ensure you’ve reconciled your data prior to data capture as payments will be based on data in AzEDS.

Please review and reconcile your SIS data against the following reports in AzEDS:

• INTEG15 – free and clear of membership ADM Integrity errors
• STUD10 – validate that all of your students have landed in AzEDS
• ADM15 – ensure all students expected to generate funding are indicated as fundable
• ADM20, SPED20, and EL20 – ensure that your ADM is what you expect 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

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

Please submit a School Finance HelpDesk ticket if you need assistance with your data.

Additionally, please note that the timing of payment data capture dates will be modified beginning in FY23 per House Bill 2898 as shared in a recent Hot Topic. 

BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2022 March BUDG-25 reports have been calculated using the FY 2021 BUDG-75 report and FY 2022 March 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 March 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 November “PDF” button. The March 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!

Pursuant to A.R.S. § 15-941, teacher experience data must be transmitted to the Superintendent of Public Instruction by October 15th and can be modified between February 1st and March 1st. Preliminary TEI amounts were e-mailed to districts on January 31, 2022 and are available at the bottom of the SDER96 report at schoolfinancereports.azed.gov. 

If you have teachers listed at the district level CTDS number on your previously submitted file, your district will not generate TEI. Please check Column B of your submitted file to ensure it contains a School CTDS number for each of your teachers, not the District CTDS that ends with 000. You must correct the data to the School CTDS number and re-submit if the previously submitted file contains your District CTDS number.

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, 2022. To view additional details regarding the submission of SDER data, please review the previously posted Hot Topic at: /finance/sder-application-open-modifications. 

• View the posted memo here: https://schoolfinancereports.azed.gov/Memos

• View the posted manual with instructions here: /sites/default/files/2021/10/SDER%20Manual%20Revised%2010.7.21.pdf
• View the recorded training here: https://youtu.be/RkyRCAeO2VY

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

In accordance with A.R.S. §15-905(L), the FY 2021 BUDG-75 Expenditure Analysis Letters are now published. Letters are based on the most recent FY 2021 BUDG-75 Over Expenditure reports, which have been calculated using FY 2021 APOR55-1 reconciliation information.  These letters serve as official notification of any over expenditure for FY 2021, and how Budget Balance/Over Expenditure values should be recorded on the next FY 2022 budget revision.

• District BUDG-75 Expenditure Analysis letters 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 Expenditure Analysis will appear.

• District APOR55-1 reports are available to download from the School Finance website:
  • First, select a school district and then click “Go!”
  • Next, click “Reports/Data” from the middle of the menu bar.
  • Finally, select fiscal year 2021 and system APOR, then click “Go!”. The APOR55-1 report will appear.

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!

Pursuant to A.R.S. § 15-941, teacher experience data must be transmitted to the Superintendent of Public Instruction by October 15th at 4:30 p.m., and can be modified between February 1 and March 1. This requirement is for school districts only. Charter districts are not required to submit this information at this time. 

Preliminary TEI amounts were e-mailed to districts earlier this week and are available at the bottom of the SDER96 report at schoolfinancereports.azed.gov.  If the e-mail shows No TEI and the SDER shows your most recent submission was a Current Usable File, download the file and check to see whether Column B contains a School CTDS number for each of your teachers, not the District CTDS that ends with 000.  Correct and re-submit if needed.

The School District Employee Report (SDER) application is now found in ADEConnect. If you do not have access to the SDER application in ADEConnect, please contact your Entity Administrator and request to be assigned the role "SDER - LEA User".

SDER data is required to calculate your district’s Teacher Experience Index (TEI) which may increase your FY 2023 budget limit and equalization assistance. All individuals coded as certified must have been certified through ADE’s Certification Unit. All other employees must be coded as Classified. Data must be submitted for all employees filling a position in the District as of October 1, 2021. 

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, 2022. 

• View the posted memo here: https://schoolfinancereports.azed.gov/Memos

• View the posted manual with instructions here: /sites/default/files/2021/10/SDER%20Manual%20Revised%2010.7.21.pdf
• View the recorded training here: https://youtu.be/RkyRCAeO2VY

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

BUDG-25 reports for all school districts have been posted to the School Finance website.  FY 2022 February BUDG-25 reports have been calculated using the FY 2021 BUDG-75 report and FY 2022 February 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 February 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 November “PDF” button. The February 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!

February's data capture for the March payment is scheduled for 2/8/22 at 5pm. Please ensure you’ve reconciled your data prior to data capture as payments will be based on data in AzEDS.

Please review and reconcile your SIS data against the following reports in AzEDS:

INTEG15 – free and clear of membership ADM Integrity errors

STUD10 – validate that all of your students have landed in AzEDS

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

ADM20, SPED20, and EL20 – ensure that your ADM is what you expect 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

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

Please submit a School Finance HelpDesk ticket if you need assistance with your data.

Additionally, please note that the timing of payment data capture dates will be modified beginning in FY23 per House Bill 2898 as shared in a recent Hot Topic.