Forms—School Districts

This worksheet is required to determine 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. Districts should use this form for fiscal year 2026 and thereafter.

Arizona Revised Statutes (A.R.S.) §15-977(J) requires school districts to provide a summary of results achieved through programs funded with Classroom Site Fund (CSF) monies. Districts should use this form for fiscal year 2026 and thereafter and submit the form to the Arizona Department of Education annually by November 15.

The forms and instructions for completing the FY 2026 school district AFR, including the school-level AFR, are available for use in the new, online AFR portal (portal). The link below will take you to a new page with a brief summary of the portal, a link to the portal, and account creation and access instructions.

AFR Portal

While districts will now use the portal to complete the FY 2026 AFR and school-level AFR, unfillable display versions of the Excel files are available below for reference purposes only.

Please note, the Deseg AFR must be completed in Excel format, and not on the portal. For FY 2027, we plan to incorporate the Deseg AFR into the AFR Portal, removing the need for a separate Excel file. Select the zip file below and extract the file to C:\SDFORMS\. In addition to the extracted file, the C:\SDFORMS\ folder should also include the most recently revised versions of the district's FY 2026 Deseg budget and FY 2025 Deseg AFR.

Read the Submission and Publication Instructions for information on the steps required to submit completed AFR files to ADE and AFR publication requirements.

Click here to view a video created to show a general overview of the AFR Portal to help users understand how to use the portal to complete and export their AFR files. (total time 67 minutes)

The Final Budget Forms zip file contains forms and instructions for completing the school district annual expenditure budget. Extract the files to C:\SDFORMS\. The C:\SDFORMS\ folder should also include the most recently revised version of the district's fiscal year 2026 budget files. Read the Submission and Publication Instructions and Budget Hints for additional information. The Desegregation Budget Forms zip file contains the forms and instructions for districts that budget for desegregation.

All districts should use the final budget forms for budget revisions during the fiscal year. The Arizona Department of Education will not accept budget revisions submitted on the preliminary budget form.

Click here to view a video created to show a general overview of the Budget file's format to help form users understand how budget limit amounts are calculated and how the information pulls between the various file tabs (total time 23 minutes).

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, 2025. 

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.