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academy:midyearbusinesspeims

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academy:midyearbusinesspeims [2024/09/30 14:02] – emorenoacademy:midyearbusinesspeims [2025/12/05 16:41] (current) – emoreno
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-======TSDS PEIMS Mid-Year Submission for Business======+======TSDS PEIMS Mid-Year Submission Data for Business======
  
-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:midyearbusinesspeims?do=export_pdf&toclevels=2-3&book_title=TSDS Mid-Year PEIMS for Business| Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:midyearbusinesspeims?do=export_pdf&toclevels=2-3&book_title=TSDS PEIMS Mid-Year Submission Data for Business| Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
-**Created:** +**Created:** 10/1/2024
 \\ \\
-**Reviewed:**+**Reviewed:** 11/21/2025
 \\ \\
-**Revised:** +**Revised:** 11/21/2025
  
  
 <div #message></div> <div #message></div>
  
-<WRAP round intro>This document outlines key Business data that is submitted during the Public Education Information Management System (PEIMS) Mid-Year Submission and used by the Texas Education Agency (TEA). As the year progresses, this document may be updated to include additional fields of data. +<WRAP round intro>This document outlines key Business data that is submitted during the Public Education Information Management System (PEIMS) Mid-Year Submission and used by the Texas Education Agency (TEA). The midyear submission (Collection 2) is a report of actual financial data for the prior school year. As the year progresses, this document may be updated to include additional fields of data. 
  
-For a complete list of submission rules and edits, see https://tealprod.tea.state.tx.us/TWEDSAPI/23/398/403/DataComponents/Entity/List 
  
 This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].  This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]]. 
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 ---- ----
  
-=====Prerequisites===== 
  
-{{page>general:businessfallpeims_beforeyoubegin}}+<WRAP center round tip> 
 +For a complete list of submission rules and edits, access the TSDS Web-Enabled Data Standards **(TWEDS)** website: https://tealprod.tea.state.tx.us/TWEDSAPI/31/0/0/Overview?IntroductionId=993. In the top-right corner, select the appropriate **School Year** (20XX), **Collection** (PEIMS), and **Submission** (Fall) and click **Open**.  
 + 
 +Once on the TWEDS website, in the Overview tab, you can review **Collections**, **Timelines** **(DUE DATES)**, and **Data Submission Responsibilities**. It is **highly important** to ensure that you review all of these details as they may change according to the **School Year**.  
 + 
 +Additionally, you can use the other tabs on the TWEDS website to review **Data Components**, **Descriptor Tables**, **References**, **Rules**, **Change Logs**, and **Early Notices**. 
 + 
 +</WRAP>
  
 ---- ----
  
-* The red text indicates the domain's submission level as it appears on the District Administration > Options > TSDS > Domains & Entities page.+=====Prerequisites===== 
 + 
 +{{page>general:businessmidyearpeims_beforeyoubegin}} 
 + 
 +----
  
 +* The underlined text indicates the domain's submission level as it appears on the District Administration > Options > TSDS > Domains & Entities page.
  
 +<div keep>
 ===== I. Education Organization Domain  ===== ===== I. Education Organization Domain  =====
  
-<color #ed1c24>**First Level Submission**</color>+__First Level Submission__
  
 <WRAP round intro box>The Education Organization domain includes information about public, charter, education service center, organization, or agency. <WRAP round intro box>The Education Organization domain includes information about public, charter, education service center, organization, or agency.
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 Information from AskTED is imported into the Operational Data Store (ODS).  As you send data, TEA matches the School ID (county district number) to existing district and campus information to ensure that the reported data is credited to the correct Local Education Agency (LEA).   Information from AskTED is imported into the Operational Data Store (ODS).  As you send data, TEA matches the School ID (county district number) to existing district and campus information to ensure that the reported data is credited to the correct Local Education Agency (LEA).  
 </WRAP> </WRAP>
 +</div>
  
  
   - ++Verify district information for current/prior school year.|{{page>general:fallpeimsbusiness_edorg1&inline}}++   - ++Verify district information for current/prior school year.|{{page>general:fallpeimsbusiness_edorg1&inline}}++
   - ++Verify campus information/exclude non-instructional campuses from reporting.|{{page>general:fallpeimsbusiness_edorg2&inline}}++    - ++Verify campus information/exclude non-instructional campuses from reporting.|{{page>general:fallpeimsbusiness_edorg2&inline}}++ 
-  - ++Verify Shared Services Arrangements, as needed.|{{page>general:fallpeimsbusiness_edorg3&inline}}++ +  - ++Enter and verify prior Shared Services Arrangements, as needed.|{{page>general:midyearpeimsbusiness_edorg3&inline}}++ 
  
  
-===== III. Finance Domain ===== 
  
-<color #ed1c24>**Third Level Submission**</color>+<div keep> 
 +===== II. Finance Domain ===== 
 + 
 +__Third Level Submission__
  
 <WRAP round intro box>The Finance domain includes financial information captured in accounts (both actuals and budgeted). <WRAP round intro box>The Finance domain includes financial information captured in accounts (both actuals and budgeted).
  
 </WRAP> </WRAP>
 +</div>
  
  
-  - ++Add crosswalks.|{{page>general:fallpeimsbusiness_financedomain_crosswalks&inline}}++ +  - ++Add fund balance data.|{{page>general:midyearpeimsbusiness_financedomain_fundbalances&inline}}++ 
-  - ++Verify budget data.|{{page>general:fallpeimsbusiness_financedomain_budgetdata&inline}}+++  - ++Add crosswalks.|{{page>general:midyearpeimsbusiness_financedomain_crosswalks&inline}}++ 
 +  - ++Verify Finance data.|{{page>general:midyearpeimsbusiness_financedomain_financedata&inline}}++
  
  
  
 +<WRAP center round important >
 +Ensure that you communicate all Mid-Year Submission activities with the PEIMS Coordinator to confirm alignment and shared understanding.
 +</WRAP>
 +
 +
 +
 +<div keep>
 +===== III. Send Data to the DMC/IODS =====
 +
 +[[options:tsds:domainsandentities|District Administration > Options > TSDS > Domains & Entities]]
 +
 +Scheduled extracts run every weekday (Monday-Friday) at 6:00 PM to automatically extract and send data to TEA. However, users can initiate data transmission to TEA on demand by clicking the **Extract & Send** button if they want to upload data sooner.
 +
 +<WRAP box> **Note**: If a manual data transmission is already in progress, the scheduled extract **will** not run.
 +</WRAP>
 +
 +{{:general:midyear_domains_and_entitites.jpg|Domains & Entities Page}}
 +
 +VCV Click **Extract & Send** and wait until the process is complete.  If the **Extract & Send** button is disabled, the process is still progress. 
 +
 +VCV Click **Send Status** to review a record count. If the records were not 100% successful, review the level 1 errors to determine which records need to be resolved.
 +
 +<WRAP box> **Note**:  Only SSA fiscal agents will have the SharedServiceArrangementExtension.  All other LEAs will see 0 records for the SharedServiceArrangementExtension.
 +</WRAP>
 +
 +</div>
 +
 +
 +<div keep>
 +===== IV. Review Level 1 Errors =====
 +
 +[[inquiry:tsdslevel1errors|District Administration > Inquiry > TSDS Level 1 Errors]]
 +
 +If the records were not 100% successful, review the level 1 errors and make the necessary corrections. 
 +
 +
 +A list of domains and entities is displayed along with the number of errors associated.
 +
 +
 +{{:general:midyear_level_1_errors.jpg|Level 1 Errors}}
 +
 +
 +VCV Select ❏ next to the domains (rows) to be included in the report. If multiple domains are selected, the report prints in dependency order (Domain > Entity), which is the same order used in the Ed-Fi error log.
 +
 +VCV Click **Print**. The report is displayed with the error details as reported by TEA. The report includes key details for each entity within the domain; however, some endpoints may or may not be populated depending on the error.
 +
 +
 +{{:general:midyear_level_1_errors_report.jpg|Level 1 Errors Report}}
 +</div>
 +
 +
 +
 +<div keep>
 ===== V. Data Quality Tips ===== ===== V. Data Quality Tips =====
  
-{{page>general:midyearbusinesspeims_dataqualitytips}}+<WRAP center round tip> 
 +To easily locate a complete list of valid codes, you can copy and paste the table ID into the **Search For** field on the TWEDS website and click **Search**. 
 +</WRAP>
  
  
 +{{page>general:midyearbusinesspeims_dataqualitytips}}
 +
 +</div>
academy/midyearbusinesspeims.1727704972.txt.gz · Last modified: 2024/09/30 14:02 by emoreno

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