The  Finance Session will highlight information from the Fall (Budget) and Mid-Year (Actual-prior year) PEIMS data submissions.

• Log in credentials will be provided by your OnDataSuite manger

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Located on the black menu bar at the top of the screen.

• Data Sources
  • TSDS/PEIMS – xml files extracted from the LEA’s Information System ( State Reporting) for  Fall and Mid Year Interchange files -Final or “Preliminary”

File Review – Scroll toward the bottom of the screen to verify PEIMS FALL/Mid Year files for desired year(s) have been loaded

• NOTE: Keeping data current is key to accurate reports so please contact your OnDataSuite Administrator if a “fresh” file needs to be loaded.
• Every time a new file is loaded it is a complete overwrite of the previous file loaded for that year and submission.

Note: A “Preliminary” file means that the data is NOT the “Final” file being sent to TEA, and to therefore expect the data to change.

 Finance  Reports: 

PEIMS Finance Custom Reports

NOTE: (Actual Finance data is reported the year “after” it occurs in the MidYear PEIMS collection. However, when reviewing custom reports, the year will be associated with the year it “occurs” and not the year it is reported.)

Example: 2021-22 Mid Year Data (for Actual Finance) will be listed

• 2021 Hold Harmless
  • 2021 Hold Harmless On Campus Participation Rate
• Actual/Audit Review Reports
  • IDEA-B MOE Expenditure Review
• Budget Review Reports New Report
  • Budget Expenditures by Function and Object Class
  • Budget Revenues by Fund and Object New Report
• Financial Well Being Reports
  • M & O Tax Rate and Fund Balance in the General Fund By Fiscal Year
  • Total Staff and Total Student By School Year
  • Per Pupil Expenditures All Funds
  • General Fund Revenues and Expenditures Compared to Enrollment
• HB3 Funding
  • HB3 Compensatory Education – Eco Dis/Census Tiers (Revision) 21-22 Updates
  • HB3 Student ADA – Refined, HS, SPED Mainstrm, Bil, Early Ed, PEG, Res Facility
  • HB3 Student Count – Dyslexia Services Report
  • HB3 Student FTE – Spec Ed, CTE, Adv CTE, PRS
• Historical Review Reports
  • Fund Balances – Governmental Funds – Last Five Fiscal Years
  • Governmental Funds Expenditures – Last Five Fiscal Years
  • Governmental Funds Revenues – Last Five Fiscal Years
  • Other Financing Sources and Uses, Special Items, and Net Change in Fund Balances – Governmental Funds – Last Five Fiscal Years
  • Tax Rate Trend – Last Five Fiscal Years
• School First
  • Financial Integrity Rating System Of Texas (FIRST) Aide
• Shared Service Arrangement Reports
  • Shared Service Membership
  • Shared Service Fiscal Arrangement

Creating Ad Hoc Reports

Year selection for Mid Year PEIMS is for year occurred, not the year it is reported in PEIMS.

Example: Mid Year data being reported 2021-22 is what “actually” occurred in 2020-21.

• Actual – Mid Year PEIMS

Criteria 1 = “Fund” + filter “199, 211”, etc

            Criteria 2 = “Function” + filter “11”

            Criteria 3 =  “Object” + filter “Expenditures”-6100 (payroll)

Best Practices :

• Agree General Fund Expenditures by Function to the Statement of Revenues, Expenditures & Changes in Fund Balances.  (Absolute, not net, difference must be under 3% for one of the SchoolFIRST rating indicators.)

•  For each Major Fund group (column), agree:
  1. Revenue by type (57XX, 58XX, & 59XX),
  2. Expenditures by Function,
  3. Excess (deficiency) of Revenues over Expenditures,
  4. Other Financing Sources (Uses),
  5. Net Change in Fund Balances, and
  6. Fund Balances – Ending
• to the Statement of Revenues, Expenditures & Changes in Fund Balances
• For each Major Fund group (column), agree Fund Balance amounts and classifications to the Balance Sheet, Governmental Funds.

• Check this comparison to prior year; be sure to explain any major increases/decreases
• Dig Deeper?NOTE: IF there are combining statements:
• PDM2-100-003 – For each Fund Group number (1XX, 2XX, etc.), agree:

1. Revenue by type (57XX, 58XX, & 59XX)
2. Transfers in and Transfers Out
3. Other Resources and Other Uses
4. Expenditures by Function group

• For Food Service and Debt Service (Actual Amounts), agree:
  1. Revenue by type (57XX, 58XX, & 59XX),
  2. Expenditures by Function
  3. Net Change in Fund Balance
  4. Ending Fund Balance

Compare the amounts reported in Mid-Year PEIMS for member districts in any SSAs for which the LEA was the fiscal agent and compare it to the Notes to the Financial Statements. 

Report Options  – Upper right corner of the report

(Available on left when creating adhoc reports vis Finance Reporting Center)

• Graph  – Pie, line or bar graph
• Heatmap On/Off – High and low data points
• Export to Excel
• Bookmark/Share – Saves report under “Bookmarks” in the top black menu bar
• Show Percents

Finance – Data comes from files released by TEA and is loaded by OnDataSuite into OnPar as it becomes available.

Select “My Reports” / Finance 

NOTE: The default tab is “TAPR“

• Select – Actual to view Mid Year data trends from PEIMS information.
• See various criteria on “Reports” drop down tab”
• Switch to “Per Pupil”, as desired.

Select Criteria for Report using Drop down options.

• Select “TAPR”
  • Choose – Profile “Staff Demographics”

•  Peer List

Support Tab

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