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 files extracted out of the Student Information System.
- In order to maximize the potential of these reports for Summary of Finance template updates and projections, the files listed below, are required.
- NOTE: If any of these files are missing, or data is missing from the files, the reports will still 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
- The Required TSDS – PEIMS data uploads are:
- Prior Years – Fall PEIMS (should be the Final xml file as submitted to TEA TSDS)
- Prior Years – Summer PEIMS (should be the Final xml file as submitted to TEA TSDS)
- Current Year – Fall PEIMS files can begin with a prelim file, but should have the Final file as submitted to TEA TSDS once it is available. (after resubmission)
- Current Year – Summer PEIMS (this file may be a preliminary file or final file, calculations will update with each file upload).
- The Required TSDS – PEIMS data uploads are:
- HB3 Compensatory Education – Eco Dis/Census Tiers is based upon Fall PEIMS.
- 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 Student ADA – Refined, Flex Attend, SPED Mainstrm, Bil, Early Ed, PEG, Res Facility report is based upon Summer PEIMS attendance reporting.
- 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.
- HB3 Student Count – Dyslexia Services Report is based upon Summer PEIMS.
- Gifted/Talented (GT) Funding (HB1525) is based upon Summer PEIMS.
Best Practice recommendation is to use these reports to monitor data submissions routinely throughout the year.