SBM1 Report

1. Download the appropriate SBM-1 spreadsheet from the New York State Education Department website.

2. On the NY Annual Financial Report (ST3) - SBM1 Report page, select Choose File and select the SBM-1 spreadsheet downloaded in Step 1.

3. Select the Year.

4. Select Create and then Yes.
   The process populates the Budgeted Amount data in columns C, G, and H of the SBM-1 spreadsheet. If you receive an error that the Excel file was not updated, verify that you selected the correct spreadsheet. If you selected the correct file, your server may have a configuration issue.

5. Save the file and click OK.

6. Navigate to the folder containing the report file.

7. Inspect the files. Update data, if needed.

8. Repeat Steps 2-7 until all required data is included.

Follow the state's submission procedures.