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academy:midyearbusinesspeims [2025/11/19 17:40] emorenoacademy:midyearbusinesspeims [2025/11/21 20:38] (current) emoreno
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 <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.  <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/23/398/404/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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 {{page>general:image_example_message}} {{page>general:image_example_message}}
 +
 +----
 +
 +
 +<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>
  
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   - ++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:midyearpeimsbusiness_edorg3&inline}}++  +  - ++Enter and verify prior Shared Services Arrangements, as needed.|{{page>general:midyearpeimsbusiness_edorg3&inline}}++  
-  - ++(Fiscal Agents Only) Enter Shared Services Arrangement expenditures|{{page>general:fallpeimsbusiness_edorg4&inline}}++ +
  
  
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   - ++Add fund balance data.|{{page>general:midyearpeimsbusiness_financedomain_fundbalances&inline}}++   - ++Add fund balance data.|{{page>general:midyearpeimsbusiness_financedomain_fundbalances&inline}}++
   - ++Add crosswalks.|{{page>general:midyearpeimsbusiness_financedomain_crosswalks&inline}}++   - ++Add crosswalks.|{{page>general:midyearpeimsbusiness_financedomain_crosswalks&inline}}++
-  - ++Verify Finance data.|{{page>general:fallpeimsbusiness_financedomain_financedata&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> <div keep>
-===== III. Data Quality Tips =====+===== 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 ===== 
 + 
 +<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}} {{page>general:midyearbusinesspeims_dataqualitytips}}
  
 </div> </div>
academy/midyearbusinesspeims.1763574040.txt.gz · Last modified: 2025/11/19 17:40 by emoreno