What data is needed for the Finance – Summary of Finance (SOF) reports to populate for current year?

Updates as of 9/5/2024 to address transition year reporting from XML to Ed-Fi for 2024-2025. For latest information regarding the Ed-Fi implementation in OnDataSuite, reference the resources at https://kb.ondatasuite.com/article-categories/go-live-2024-2025-ed-fi-overview/

• With the transition to Ed-Fi transactional data feeds, a process to “Promote” data by Submission (Fall, MidYear, Summer, etc..) is automatically run with the nightly data pulls from your TEA IODS Landing Zone. We are currently working off the TEA published Promotion Logic https://www.texasstudentdatasystem.org/tsds/about/data-collection-documentation . As submission 24-25 promotion logic updates are released, we work to incorporate the respective submission promotion logic.

The Finance – Summary of Finance (SOF) student data reports based upon HB3 and HB1525 funding requirements are based primarily upon Fall and Summer TSDS PEIMS data out of the Student Information System and Business Information System.

• In order to maximize the potential of these reports for Summary of Finance template updates and projections, the submissions listed below, are required.
• NOTE: If any of these submissions are missing, or required data is missing from the files, the reports may generate but have incomplete, inaccurate or no data.

Also, the “Report Info”, (under Tools) for each report, provides specific details on which files are required to populate the report fully.

• Data Sources (utilize the File Center – Info links on the respective files for details on data loaded)
  • The Required TSDS XML or CSV files
    • Prior Years (23-24 and earlier) –  Fall PEIMS (should be the Final xml file as submitted to TEA TSDS)
    • Prior Years (23-24 and earlier) –  Summer PEIMS  (should be the Final xml file as submitted to TEA TSDS)
  • The Required TSDS Ed-Fi data
    • Current Year (as of 24-25)  –  Fall Ed-Fi API data begins with preliminary submission promotion and should reflect the Final submission promotion to TEA TSDS once it is completed.
    • Current Year (as of 24-25)–  Summer Ed-Fi API attendance data begins with preliminary submission promotion and should reflect Final submission promotion to TEA TSDS once it is completed. (calculations will update with each Ed-Fi API pull).

• HB3 Outcome Bonus (CCMR) Graduate Funding Estimate – this report is based upon OnDataSuite CCMR Early Warning System data sources AND Fall and Summer PEIMS. For details on how this report is generated and to be used reference the Report Notes.
• HB3 Compensatory Education – Eco Dis/Census Tiers is based upon Fall PEIMS.
• Gifted/Talented (GT) Funding (HB1525) is based upon Summer PEIMS.
• HB3 Student ADA – Refined, Flex Attend, SPED Mainstrm, Bil, Early Ed, PEG, Res Facility report is based upon Summer PEIMS attendance reporting.
• HB3 Student Count – Dyslexia Services Report is based upon Summer PEIMS.
• HB3 Student FTE– Special Ed, CTE, PRS Post 2021 reports require Summer PEIMS data to populate all sections of the report. Reference report notes for specific data elements utilized in the various sections of the report.
• Summary of Finance – Student Data Summary utilizes Summer and Fall PEIMS as reflected in the reports above. Summer PEIMS attendance reporting is the primary data source that will open the current year .

Best Practice recommendation is to use these reports to monitor data submissions routinely throughout the year.