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--- academy:fallpeimsbusiness [2024/09/20 16:05] – emoreno
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-======ASCENDER - Key Business Fields for Fall PEIMS======
-<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[academy:fallpeimsbusiness?do=export_pdf&toclevels=2-3&book_title=New Employee Setup| Click here to generate a PDF of this guide]].
-</WRAP>
-**Created:**
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-**Reviewed:**
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-**Revised:**
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-<WRAP round intro>This document outlines key Business data that is submitted during the Fall PEIMS Submission. As the year progresses, this information may be updated to include additional fields of data.  This document refers to data in the TSDS Web-Enabled Data Standards (TWEDS) on TEA’s website (https://www.texasstudentdatasystem.org/tsds/teds/tweds-upgrade).
-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]].
-</WRAP>
-{{page>general:image_example_message}}
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-* The red text indicates the domain's submission level as it appears on the District Administration > Options > TSDS > Domains & Entities page.
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-===== Finance Domain  =====
-<color #ed1c24>**Third Level Submission**</color>
-<WRAP round intro box>The Finance domain provides the financial information captured in accounts (both actuals and budgeted).
-</WRAP>
-VCV **BudgetExt Entity**
-^Descriptor^Descriptor Table^Populated From^Example(s)^
-^BudgetFund (E0316B)|C145B|  |199=General Fund, 240=National School Breakfast and Lunch Program|
-^BudgetFunction (E0317B)|C146B|  |11= Instruction, 36=Extracurricular Activities|
-^BudgetObject (E0318B)|C159B|  |5711=Taxes, Current Year Levy, 6100=Payroll Costs|
-^Organization (E0319)|N/A – Follow FAR Guide| |001=High School Campus, 701=Superintendent|
-^FiscalYear (E0974)|N/A – Last digit in school year funds were granted| |5=2024-2025|
-^BudgetProgramIntent (E0320B)|C147B| |11= Basic Educational Services, 36=Early Education Allotment|
-^BudgetAmount (E0321)|N/A| |Dollar value budgeted, rounded to the nearest dollar|
-^BeginDate (E3010)|N/A - YYYYMMDD = first day in force| |20241015 means on Oct 15, 2024 the budget was amended|
-^EndDate (E3020)|N/A - YYYYMMDD = first day no longer in force| |Typically, the day after the end of the fiscal year, so 20250901= end date for the 2024-2025 school/fiscal year.|
-VCV **ContractedInstructionalStaffFTEExt Entity**
-^Descriptor^Descriptor Table^Populated From^Example(s)^
-^CIStaffProgramIntent (E0320C)|C147C|  |11= Basic Educational Services, 23=Services to Students with Disabilities|
-^TotalContractedInstrStaffFTETotal (E0980)|N/A - measurement in relation to the standard workday|  |0.50=1 contracted instructional staff working every school day for half of the day|
-FTE calculations will consider the following:
-  * Percent of day worked (Hours worked / hours in standard day)
-  * Percent of week worked (Days worked / 5 days in standard week)
-  * Percent of weeks worked (Weeks worked / weeks in work year)
-For example, Mrs. Jones is hired to teach the tuba to three players on a contracted instructional staff basis. Her contract specifies that she will work two hours each Monday and each Friday for the entire school year. Her FTE is 0.25 (two hours worked divided by the eight-hour workday in the LEA) multiplied by 0.40 (two days divided by five days) multiplied by 1.0 (36 weeks worked divided by the 36-week instructional year) for a reported FTE of 0.10.
-VCV **PayrollExt Entity** - Staff are reported by Staff ID in the Staff Domain.  This data is tied to that existing data.
-^Descriptor^Descriptor Table^Populated From^Example(s)^
-|PayrollFund (E0316P)|C145P|  |199=General Fund, 205=Head Start|
-|PayrollFunction (E0317P)|C146P| |11= Instruction, 36=Extracurricular Activities|
-|PayrollObject (E0318P)|C159P| |6112=Salaries or Wages for Substitute Teachers, 6149=Employee Benefits|
-|Organization (E0319)|	|N/A – Follow FAR Guide.|001=High School Campus, 701=Superintendent|
-|FiscalYear (E0974)|  |N/A – Last digit in school year funds were granted|5=2024-2025|
-|PayrollProgramIntent (E0320P)|C147P| |11= Basic Educational Services, 36=Early Education Allotment|
-|PayrollAmount (E0425)|N/A| |Dollar value budgeted, rounded to the nearest dollar|
-|PayrollActivity (E0424)|C018| |02=UIL Athletics, 80=Base Salary|
-|BeginDate (E3010)|N/A - YYYYMMDD = first day in force| |Contract Begin date.  So, 20241015 means the employee began working Oct 15, 2024|
-|EndDate (E3020)|N/A - YYYYMMDD = first day no longer in force|  |Contract end date + 1 day.  So, 20250525 means the employee last worked on May 24, 2025.|
-<WRAP center round tip>For more information, review the General Reporting Requirements and Special Reporting Requirement sections of the Data Standards. Reference the current year TWEDS > Data Components > Domain > Education Organization > SSAOrgAssociationExt (under Entities).
-</WRAP>
-**Additional Information **
-**Budget**
-  * Budget Data is reported as part of Fall PEIMS.  Data concerning realized revenue and actual expenditures is reported in Mid-Year PEIMS.
-  * We only report budget data in General funds, Food Service Funds and Debt Service Funds.
-  * Budget amounts are rounded to the nearest dollar.
-  * Expenditure budgets are reported in lower levels of detail (payroll in 6100, contracted services in 6200, etc…).  Amounts should be rolled into those categories for reporting though they are kept in detail in your financial accounting software.
-  * Any budget amendments approved on or before the PEIMS ‘as-of’ or snapshot date (last Friday of October) should be included in the totals reported for Fall PEIMS.
-  * You should have one account code for Matching State Funds (object 5829) in funds 240 and 410.
-  * You should have at least one account code for instructional staff development (function 13) with budget amounts (for Fall PEIMS) and actual expenditures (for Mid-Year PEIMS) greater than zero.
-  * You should have at least one account code for instructional resources and media services (function 12 and object 6100-6600) with a budget and actual expenditures greater than zero.
-  * You should have at least one account code for guidance, counseling, evaluation services or social work services or health services in function 31-33, object 6100-6600 with amounts greater than zero.
-  * You should have at least one account code with object code 6212 for audit services.
-  * If function code is 41, then org code should be 701-703, 720, 750 or 751.
-  * If org code is 701-750, then function code should be 41, 53 or 99.
-  * You should have at least one account code for Statutorily Required Public Notices (object code 6491.)
-  * If the object code is NOT 6XXX, the function code should be 00.  All expenditure accounts (6XXX) should have a function other than 00, as defined by the table.
-**Contracted Instructional Staff**
-  * Contracted instructional staff are not regular classroom teachers who have signed contracts with your LEA, nor are they SSA employees. Rather, these are instructors provided through a contract with an outside organization. They are never employees of the reporting LEA.  These staff are paid from function 11 (Instruction) only and include contracted teachers, speech therapists, occupational therapists, physical therapists, and any other professional staff working in a classroom on a dedicated basis. See the Financial Accountability System Resource Guide (FASRG), Financial Accounting and Reporting (FAR) Module. The total FTEs by campus within a program intent are reported.
-**Payroll**
-  * Payroll must be reported for all personnel.  Every staff member must report at least one Payroll Activity 80 (Base Salary) or Payroll Activity 78 (Non-Salaried). Payroll Activity 78 is used for reporting alternatively certified staff not paid directly by the LEA, and volunteer teachers or other professional staff who are working at no charge in positions that would normally be held by salaried staff.
-  * Report all regular payroll, bonuses and salary supplements or stipends, except those paid for casual services (selling tickets at the football game.)
-  * LEAs should report allowances paid to compensate employees for costs incurred for which the employee is not required to render detailed accounting using Object 6139 (Employee Allowances). Employee allowances include automobile, housing, cell phone, uniform and meal allowances, and in-kind payments unless exempted under the Internal Revenue Service (IRS) Code.  For additional guidance on how the Object code influences the reporting of staff classifications, please see the chart When to report StaffClassification or AuxiliaryRoleId located in the StaffEducationOrganizationEmploymentAssociation entity in TWEDS.
-  * Payroll records are required for those long-term substitutes who replace teachers who have quit, died, or been fired, and the LEA has not hired a permanent replacement using object code 6112.
-  * Payroll Amounts reflect the annual salary the person is scheduled to receive as known on the Fall PEIMS snapshot date.  The Payroll Amounts for a long-term substitute or hourly workers should be estimated.
-  * The Shared Service Arrangement (SSA) fiscal agent should report personnel and payroll information for all employees whom the fiscal agent pays. A member district should only report the personnel and payroll information if the employee works under the supervision of the SSA but are paid by the member district.
-  * For federal programs or projects, once a fiscal year is assigned to a project, it remains with the project until its termination, regardless of the fiscal year it terminates. For federal projects that lapse on June 30th, the new project beginning on or after July 1st reflects the next fiscal year's number.
-  * Payments for extracurricular duties for professional personnel are reported in Function 36, Object 6119. Payroll Activity 80 (Base Salary) should not be used.
-  * The Program Intent code identifies the cost of instruction and other services directed toward a specific set of students. The intent (the student group toward which the instructional or other service is directed) determines the Program Intent code, not the demographic makeup of the students served.

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