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tables:districtinformation:sharedservicesarrangement

Shared Services Arrangement - DA1200

District Administration > Tables > District Information > Shared Services Arrangement

This tab is used for state reporting purposes to identify the ESC/LEA fiscal agents and the ESC and/or LEA member(s) for each type of shared services arrangement (SSA) that exists among two or more ESCs and/or LEAs.

You can maintain financial information (actuals) for shared service arrangements. You can manage financial records by shared service type, fiscal agent, and fund/fiscal year. This information may be used to review programs, staff, and/or classes for funding purposes.

The Shared Services Arrangements records (left side of the page) must be added and saved before you can add corresponding data under Shared Services Arrangements Amounts (right side of the page). After you save a record under Shared Services Arrangements, Spyglass Icon is displayed under SSA Actuals, which allows you to add records for that specific row under Shared Services Arrangements Amounts (right side of the page).

Add shared services arrangements and amounts:

Field Description
YearVerify that the correct school year is displayed. If not, type the four-digit school year for which you want to add or retrieve data and click Retrieve.

Under Shared Services Arrangements:

❏ Click +Add to add a row.

Shared Services TypeType a two-digit shared services type to indicate the program or service provided by the SSA. Or, click Ellipsis Icon to select a shared services type from the Shared Services Type lookup.
Fiscal Agent District IDType the SSA fiscal agent's six-digit county-district ID (CCCDDD, where CCC is the county ID and DDD is the district ID) that is registered with Texas Education Agency (TEA).

❏ Click Save to save the row(s). After the record is saved, Spyglass Icon is displayed in the SSA Actuals column.

SSA ActualsClick Spyglass Icon to add the corresponding fund, fiscal year, and amounts for the selected shared services type/fiscal agent district ID. After you click Spyglass Icon, +Add is displayed under Shared Services Arrangements Amounts.

Under Shared Services Arrangement Member Amounts:

❏ Click +Add for the selected shared services type/fiscal agent. Complete the following fields to record the sum of all financial expenses to date related to a specific fiscal year/fund for each shared service arrangement.

Member District IDType the member district's six-digit county-district ID (CCCDDD, where CCC is the county ID and DDD is the district ID) that is registered with Texas Education Agency (TEA). This field is required.
FundType a three-digit account fund to indicate the fund group and specific fund (when applicable) for actual financial data for budget and payroll. Or, click Ellipsis Icon to select a fund from the Shared Services Arrangements Fund lookup.
Fiscal YearType the one-digit fiscal year. This is the last digit of the applicable fiscal year for the SSA record.
AmountType the actual dollar amount (rounded to the nearest dollar) expensed for the SSA. This field can be up to 11 digits.

❏ Click Save.

Other functions and features:

Trashcan Icon

Click to delete the selected row. The row is shaded red to indicate that it will be deleted when the record is saved.

TIP: A shared services type (row) under Shared Services Arrangements cannot be deleted until all of the associated amounts under Shared Services Arrangement Amounts have been deleted.

Click Save. A message is displayed confirming that you want to delete the row.

Click OK to delete the row.

Click Cancel not to delete the row.

Retrieve

Click to retrieve information from the last save. If you click Retrieve, any unsaved changes will be lost.

tables/districtinformation/sharedservicesarrangement.txt · Last modified: 2024/01/24 15:28 by emoreno