Forms—School Districts

The Preliminary Budget Forms zip file contains forms and instructions for completing the school district annual expenditure budget. Extract the files to C:\SDFORMS\. In addition to the extracted files, the C:\SDFORMS\ folder should also include the most recently revised version of the district's fiscal year 2025 budget files. Read the Submission and Publication Instructions for additional information. The Desegregation Budget Forms zip file contains the forms and instructions for districts that budget for desegregation.

The FY 2024 AFR Forms zip file contains forms and instructions for completing the school district AFR; 2 school-level reporting (SLR) forms based on district size, Food service AFR; Classroom Site Fund (CSF) Narrative; and Desegregation AFR for districts that budget for desegregation monies.

The FY 2024 AFR package includes the Work Sheet for Determining the Appearance of Supplanting with CTED Monies. Member districts are required to submit the completed form to the CTED’s governing board and the Arizona Department of Education.

Select the zip file and extract the files to C:\SDFORMS\. Choose the appropriate school-level file based on the number of schools in your district. In addition to the extracted files, the C:\SDFORMS\ folder should also include the most recently revised versions of the district's FY 2024 budget and FY 2023 AFR files.

Read the Review, Submission, and Publication Instructions; Data Uploading Instructions; Excel Hints; and FY 2024 AFR Formula Corrections file for additional information.

This school-level reporting form video that was issued with the draft forms in the Spring of 2020 can be used to understand how to complete the final FY 2024 school-level reporting form.

This short video describes the School-Level Reporting Form for districts with 1 school.

Advice of Encumbrance (Previously Issued as USFR Memorandum No. 188)

In accordance with Arizona Revised Statutes §15-906, districts must prepare a list of liabilities for levy funds for goods received or services rendered on or before June 30 that will not be paid by June 30. 

Districts not participating in the Accounting Responsibility Program must complete an Advice of Encumbrance from the list of liabilities and submit it to the County School Superintendent by July 18. The amounts from the list of liabilities should be reported by fund and program on the Advice of Encumbrance.

Use this Procurement Compliance Questionnaire for the year ended June 30, 2024, and thereafter. 

Click here for the web-based USFR Compliance Questionnaire (CQ) for the year ended June 30, 2024. 

Click here for a short training video for the web-based USFR CQ.

Use this sample contract to document the agreement for audit services and submit the completed audit contract to the Arizona Auditor General for approval.

Use this sample RFP to procure audit services.