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• FY 2025 Tutorial for Single-Site Districts
• FY 2025 Tutorial for SDS Users
• FY 2025 Tutorial for Districts with Other Accounting Systems​​​
  
• Advanced Methods of Apportionment
• Tips & Tricks for Site-Based Financial Reporting​
  

Collecting and Submitting SBER Data

• Data Import File Specifications for IWAS Upload - Updated 2022
• FY 22 Data Import File - Blank​
  

Information for Vendors

• ​​Notice to Vendors: Providing Vendor-Specific Directions in IWAS​
  

​Supplemental Resources

• Site-Based Expenditure Reporting: Overview
  
• Site-Based Expenditure Reporting: Exploring the Visualizations on the Illinois Report Card
  
• Reporting Federally​ Funded Expenditures - Site-Based Expenditures Supplementary Resource​
• Centralized Expe​nditure Allocation Methodologies - Site-Based Expenditures Supplementary Resource
• Students Educated Outside the District - Site-Based Expenditures Supplementary Resource​
• Exclusions and Omissions: What's "In" or "Out" for Reporting - Site-Based Expenditure Supplementary Resource

Resources for Special Circumstances

• Reporting for State-Authorized Charters - Site-Based Expenditure Supplementary Resource
• Reporting for Charters Authorized by LEAs - Site-Based Expenditure Supplementary Resource​​​​​
  

In partnership with the Region 9 Comprehensive Center and the West 40 Intermediate Service Center, ISBE is pleased to share the Community Financial Meeting Toolkit (CFMT), a new set of resources for engaging communities in financial decisions vital to the health of schools and students. The CFMT materials leverage real data on district finances and student outcomes, allowing school leaders and stakeholders to participate in informed discussions around student equity and financial planning. While the toolkit provides a general structure for the conversation, districts are encouraged to tailor the materials to fit their district’s local context and effectively communicate their story.  The toolkit includes: 

• The Illinois Report Card and School Financial Community Toolkit Facilitator Guide
• The Illinois Report Card and School Financial Community Toolkit Presentation Template
• An FAQ about Illinois Public School Finance and the Every Student Succeeds Act

Any questions about the Community Financial Meeting Toolkit​ can be directed to Luke Corry at LCORRY@isbe.net or Isabel Monaghan at IMONAGHA@isbe.net. ​

2024 SBER Resources

• FY 2024 Site-Based Financial Reporting

  ISBE has prepared several tutorial videos to assist districts in completing the Site-Based Expenditure Report using the online tool in IWAS. Each video provides a demonstration of the key steps needed to prepare and submit the report. Timestamps area available below the video so that users can easily navigate to specific sections.

  • Tutorial for Single-Site School Districts
  • Tutorial for SDS Districts
    
  • Tutorial for Districts with Other Accounting Systems
    
• Review the FY 2024 Site-Based Financial Reporting Guidance Highlights Webinar

  This webinar provides key information about the FY 2024 Site-Based Financial Reporting window, including dates, approaches to submitting SBER and SLFS data, IWAS enhancements, and highlights from the 2024 guidance.

  • Webinar
  • Presentation Deck​
    
• School-Level Finance Survey Webinar: Understanding Expanded Federal Requirements for Site-Based Financial Reporting in Fiscal Year 2024

  On January 23, ISBE hosted a virtual webinar on the newly required School-Level Finance Survey (SLFS) for FY 2024. We discussed the specific requirements and reporting options for the survey, highlighting how Local Education Agencies (LEAs) can efficiently complete both Site-Based Expenditure Reporting and SLFS using ISBE's online tool. A recording of the webinar, a pdf of the presentation, and the complete survey instrument can be found below.

  • Webinar Recording
  • Presentation​
  • FY 2022-2024 School-Level Finance Survey Instrument​​
    

2023 SBER Resources

• FY 2023 Site-Based Expenditure Reporting Guidance​(Released 6/1/2023)

• ​The fiscal year 2023 Site-Based Expenditure Reporting submission window will be July 3 - August 17. Edits to submissions may be made until August 31, 2023.
  
• Updated FY 2023 resources, including ​the FY 2023 reporting guidance, are now available​.​​​
• Site-Based Expenditure Reporting: FY 2023 Guidance Overview and Highlights
• This webinar provided key information about the FY 2023 reporting window, including dates, approaches to submissions, IWAS enhancements, and highlights from the 2023 guidance. It also contained important information about a new federal financial reporting requirement known as the School-Level Finance Survey.
  • FY 2023 Guidance Overview andHighlightsWebinar Recording
    
  • FY 2023 Guidance Overview andHighlightsPresentation Deck
    

2022 SBER Resources

• FY 2022 Site-Based Expenditure Reporting Guidance (Released 6/1/2022)

• The fiscal year 2022 Site-Based Expenditure Reporting submission window will be July 1 – August 16. Edits to submissions may be made until August 31, 2022.

  Updated FY 2022 resources, including the FY 2022 reporting guidance, are now available. Please see below for details on our 2022 Site-Based Expenditure Reporting Webinar Series. Districts may register using the webinar links.

  • Site-Based Expenditure Reporting: FY 2022 Guidance Overview and Highlights  (June 7, 2022)
    The prerecorded FY 2022 Guidance Highlights webinar is now available for review. The webinar provides key information about the FY 2022 reporting window, including dates, approaches to submission, IWAS enhancement, and highlights from the 2022 guidance. ​
    
  • ​​Site-Based Expenditure Reporting: FY 2022 Guidance Overview and Highlights Presentation
  • Site-Based Expenditure Reporting: Approaches to Data Calculation for Multi-Site Districts  (June 27, 2022)
    This webinar recording is now available for review. The webinar provides an overview of the available approaches for reporting site-based expenditures for multi-site districts. The site-based team reviewed steps for submitting the report using the ISBE IWAS Online Tool, vendor reports, or self-calculated figures. This webinar is intended for districts with more than one school.
  • ​​Site-Based Expenditure Reporting: Approaches to Data Calculation for Multi-Site Districts ​​Presentation
  • Site-Based Expenditure Reporting: Approaches to Data Calculation for Single-Site Districts ​​​ (June 28​, 2022)
    This webinar recording is now available for review. The webinar provides an overview of the available approaches for reporting site-based expenditures for single-site districts, including an enhanced IWAS process to expedite reporting. This webinar is intended for districts with only one school site.​
    
  • ​​Site-Based Expenditure Reporting: Approaches to Data Calculation for Single-Site Districts ​​Presentation​
    
  • Single-Site "Wizard" Demonstration​: This short video (13 minutes) demonstrates how single sites can upload their expense reports and use the new wizard function in the IWAS Online Tool to automate aspects of the reporting process. ​
    

2021 SBER Resources

• ​Core Resources for All LEAs
• FY 21 Site Based Expenditure Reporting and the Report Card: All Things SBER from Collection to Report Card, 07/22/2021​
  • ​FY 21 Site Based Expenditure Reporting and the Report CardWebinar Recording
    
• FY21 Site-Based Expenditure Reporting Data Calculation. What is the In-app calculation process?, 06/24/2021​​​​
  • FY21 Site-Based Expenditure Reporting Data CalculationWebinar Recording​​
    
• FY21​ Site-Based Expenditure Reporting Guidance, 06/15/​2021​
  
• Guidance Highlights Webinar, 06/15/2021 ​
  • ​Guidance Highlights ​Webinar Recording​​
    
• FY21​ Site-Based Expenditure Reporting Guidance, 06/15/2021​
  
• Site-Based Expenditure Reporting - Report Card Visualizations Preview, 08/11/2019​​
  
• Report Card Open Forum on Site-Based Expenditure Reporting - Webinar, 07/30/2019​
• Report Card Open Forum on Site-Based Expenditure Reporting - Webinar Slides, 07/30/2019​
• Supplementary Resources for All LEAs
• Federally-Funded Expenditures - Webinar for District Leaders, 07/02/2019
  
• Federally-Funded Expenditures - Webinar Slides, 07/02/2019
• Centralized Expenditure Allocation Methodologies - Webinar for District Leaders, 06/11/2019​​
  
• ​Centralized Expenditure Allocation Methodologies - Webinar Slides, 06/04/2021​
• Students Educated Outside the District - Webinar for District Leaders, 05/14/2019 
  
• Students Educated Outside the District - Webinar Slides, 06/04/2021 
• Excluded Expenditures - Webinar for District Leaders, 01/07/2019 
  
• ​Excluded ​Expenditures - Webinar Slides, 06/04/2021 
  
• LEAs may choose to manually enter their final data –or– upload their final data in an Excel file.  These resources are for LEAs that choose to upload
• Data Import File Specifications for IWAS Upload, 07/01/2020​
  
• FY20 Data Import File - Blank, 07/01/2020​
  
• Resources for Special Circumstances
• Webinar for Single-Site LEAs, 07/22/2019
  • ​Webinar for Single-Site LEAs - Slides, 06/04/2021​
    
• Overview for Commission-Authorized Charter Schools, 11/14/2018 
  
• Overview Webinar for LEAs Authorizing Charter Schools, 05/14/2018 ​​
• Communicate and use Site-Based Expenditure Reporting
  
• ​Webinar for District Leaders Communicating with Principals and Teachers, 09/10/2019​
• Sample Slides for District Leaders Communicating with Principals and Teachers, 09/10/2019​​​​
• Site-Based Expenditure Reporting - Report Card Visualizations Preview, 08/14/2019​​​
• ​Introductory Discussion Facilitation for District Leadership Teams, 06/15/201​8​
• Resources for Other Audiences​
• P-20 Council Subcommittee Report, 09/10/2019​​​
  
• Update for Vendors, 06/20/2019
  
• ​Webinar Recording
  
• ISBE Board Update, 05/15/2019
  
• P-20 Council Report, 09/04/2018​
  
• Orientation for Vendors, 2/27/2018
  
• ​Webinar Recording
  
• ISBE Board Overview, 02/14/2018​​
  
• ​ISBE Board Overview Memo, 02/02/2018 ​​​​
  

2020 SBER Resources

• Guidance Highlights Webinar, 06/15/2020​
• ​Webinar Recording​​
  
• ​FY20 Site-Based Expenditure Reporting Frequently Asked Questions, 08/05/2020​​
  
• Site-Based Expenditure Reporting Open Forum, 7/23/2020
  • Webinar Recording​​
    
• IWAS FY20 Reporting Window Open - Announcement, 07/09/2020​​
  

2019 SBER Resources

• Step-by-step instructions for completing the Data Calculation Template - Webinar, 06/05/2019
  LEAs may choose to work with a vendor to arrive at their final data –or– calculate their data themselves.  These optional resources are for LEAs that will be doing their own data calculations and may want assistance in moving from their general ledger to reportable site-based expenditure data.​

• Data Calculation Template Instructions - Webinar for District Leaders, 05/09/2019​
  
• ​Data Calculation Template Instructions - Webinar Slides, 05/09/2019​
  
• Suggested District Implementation Timeline, 04/17/2019
  
• Suggested District Implementation Timeline, tab1 - PDF for easy printing
  
• Suggested District Implementation Timeline, tab2 - PDF for easy printing​​
• Site-Based Expenditure Reporting Guidance - Guidance 2.0, 04/23/2019​
  
• Guidance 2.0 Release Letter to Districts, 04/23/2019​
  
• Site-Based Expenditure Reporting - Report Card Visualizations Preview, 08/14/2019​​
  
• IWAS Data Collection System Full Release - Announcement, 07/01/2019
  
• Data Collection Upload File - Blank - Updated 06/17/2019​
  
• IWAS Data Collection System FY19 Enrollments Release - Announcement and Instructions, 06/10/2019​
  
• FY 2019 Reporting Guidance, 04/23/2019
  
• IWAS Data Collection System Beta Release - Announcement and Instructions, 05/02/2019​
  

2018 SBER Resources

• Guidance Release Video for School Business Officials, 03/07/2018
  
• Guidance Release Webinar for District Leaders, 02/02/2018
  
• Webinar Recording  
  
• Webinar Content Q & A  (Updated March 9, 2018)​​​​
  
• Implementation Preparation Video for School Business Officials, 05/01/2018
  
• Guidance Release Letter to Districts, 01/30/2018
  

2017 SBER Resources

• ​Introductory Webinar for District Leaders, 11/14/2017
• Webinar Recording
  
• Webinar Content Q&A
• Letter to Districts, 09/20/2017​​
  
  
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