TxEIS Midyear PEIMS Extract

1. TxEIS Midyear PEIMS Extract Region 18 Information Systems

2. Overview The Midyear PEIMS submission (collection 2) includes the audited actual financial data for the prior school year. This submission includes the following records: • 010 - Organization-District • 011 - Organization-Shared Service Arrangement • 020 - Organization-Campus • 032 - Finance-Actual • 033 – Finance-Shared Services Arrangement Actual

3. Overview 2013-2014 Midyear PEIMS Timelines

4. Overview Before starting, verify the following steps have been completed. • Verify all auditor’s entries have been posted to the prior year File ID 3 in Finance. • Verify federal funds do not have fund balances. Federal fund balances should be recorded as Due To or Due From and not reported to PEIMS. • Verify all new campuses and deleted campuses have been reported to ASKTed. • Verify all new employees have a Texas Unique Staff ID on their Staff Demo screen in TxEIS.

5. Update PEIMS Options

6. Create Crosswalks

7. Delete/Clear PEIMS Tables

8. Enter or Edit Organization Data

9. Enter or Edit Organization Data

10. Enter or Edit Organization Data • Refer to the Midyear (Submission Year 2013-2014) SSAs spreadsheet located on the Region 18 website under Services > PEIMS > Documents and Downloads.

11. Fiscal Agents ONLY: Enter Prior Year SSA Actuals • Refer to the Midyear (Submission Year 2013-2014) SSAs spreadsheet located on the Region 18 website under Services > PEIMS > Documents and Downloads.

12. Merge TEA Format File • If your auditor provided a PEIMS file, complete this step and skip the Midyear Extract steps. • If your auditor did not provide a PEIMS file, skip this step and complete the Midyear Extract steps.

13. Midyear Extract Part I (extract classes 5XXX-8XXX) • Delete ALL & Add • File ID:3 • Acct Period:9 • Thru:8 • Fiscal Year:3 • Year 2: leave blank • Crosswalk Options: check appropriate boxes • Click Run

14. Midyear Extract Part I (extract classes 5XXX-8XXX)

15. Midyear Extract Part II (extract class 3XXX) • Add Class 3 Only • File ID:3 • Acct Period:9 • Thru:8 • Fiscal Year:3 • Year 2: leave blank • Crosswalk Options: check appropriate boxes • Click Run

16. Midyear Extract Part II (extract class 3XXX)

17. Adjust Class 3XXX Accounts

18. Reports to Print and Review • Actual (032) Detail – XXX0 • Actual (032) Recap – Class/Fund/Yr • Actual (032) Summary – XX00 • SSA (033) Actual

19. Report Comparison Actual (032) Detail – XXX0 FIN3050 – Board Report

20. Create TEA Format File

21. Send Midyear file through Edit+

22. Send Midyear file through Edit+

23. Send Midyear file through Edit+

24. Send Midyear file through Edit+

25. Send Midyear file through Edit+

26. Send Midyear file through Edit+ • Correct errors as needed in TxEIS. • Resend the corrected file(s) as needed. • Once your file is ready, click the Complete button in Edit+. • Region 18 will either Accept or Reject your submission. At this point, your district must have a SAF.

27. Questions???? Information Systems Department Nancy Dunnam – Director of Information Systems 432-567-3280 Mary Flunder – Administrative Assistant 432-567-3281 Melinda Arguello – Information Systems Business Consultant 432-567-3283 Christina Aranda – Information Systems Business Consultant 432-567-3282 Rhonda King – Information Systems Student Consultant 432-567-3263 David C. Taylor – Information Systems Student Consultant 432-567-3284