STAFF – AUXILIARY ROLE ID AND CHANGES TO ROLE IDS / FUND CODE CHANGES FOR 2017-2018 & 2018-2019

August 2017 Presented by: Bryce Templeton

Simple Solution. Brighter Futures.

2

CONTENTS

I. Staff Auxiliary ROLE-ID and Changes to ROLE-IDsII. Fund Code Changes for 2017-2018 & 2018-2019

3AUXILIARY-ROLE-ID and ROLE-ID Changes

Approximately 25% of district expenses are reported under:

ROLE-ID 058 Other Campus Professional Personnel

ROLE-ID 080 Other Non-Instructional District Professional Personnel

Background

4

4

In order to pinpoint root causes of financial instability at a district, the ROLE-ID code table has been expanded and an AUXILIARY-ROLE-ID has been added for the 2017-2018 school year.

These changes align with statutory provisions found under TEC 7.009(a), 11.051 (a), 11.201(d), and 44.007.

AUXILIARY-ROLE-ID and ROLE-ID Changes

Background

5

5

Data element E1594 - AUXILIARY-ROLE-ID was added to the StaffEducationOrgEmploymentAssociationExtension complex type to be collected in PEIMS Submission 1.

E1594 uses new code table C213 -AUXILIARY-ROLE-ID

AUXILIARY-ROLE-ID and ROLE-ID Changes

6

Revisions to code table C021 ROLE-ID

Deleted 058 Other Campus Professional Personnel

Deleted 080 Other Non-Instructional District Professional Personnel

Added 15 new ROLE-IDs for more detailed reporting of professional responsibilities

AUXILIARY-ROLE-ID and ROLE-ID Changes

7

School staff fall into three main categories:

Professional

Professional staff who are employees

Contracted professional staff

Volunteer professional staff

Paraprofessional

Educational Aides (Role ID 033)

Certified Interpreters (Role ID 036)

Auxiliary

Nonprofessional staff based on duties performed

Staff Reporting Requirements

8

8

Each staff person that is reported through the 30040 -StaffExtension Complex Type is required to have a value reported for either the Auxiliary Role ID in the 30050 -StaffEducationOrgEmploymentAssociationExtensionComplex Type and/or the Role ID in the 30090 -StaffResponsibilitiesExtension Complex Type.

Staff Reporting Requirements

9

9

The validation of the correct Role ID and Auxiliary Role ID for each staff person reported through the StaffExtensionComplex Type is controlled by the Object Codes reported on the 30060 –PayrollExtension Complex Type.

It is possible for a single staff person to have both an Auxiliary Role ID and a Role ID if the person is paid as a professional and a support person evidenced by multiple payroll entries.

Staff Reporting Requirements

10

Object Code from Payroll Data for Staff Person

Role ID Role ID Reported? Auxiliary Role ID Reported?

6119 – Salaries Or Wages – Teachers And Other Professional Staff

Any from C021 Yes No

6129 – Salaries Or Wages For Support Personnel

Paraprofessional 033 or 036

Yes No

6129 – Salaries Or Wages For Support Personnel

Any from C213 No Yes

Staff Reporting Requirements

When to Report ROLE-ID or/and AUXILIARY-ROLE-ID

11

Object Code from Payroll Data for Staff Person

Role ID Role ID Reported? Auxiliary Role ID Reported?

Any combination of:6119 - Salaries Or Wages – Teachers And Other Professional Staff AND6129 – Salaries Or Wages For Support Personnel

Any from C021 AND

Paraprofessional 033 or 036

Yes No

Any combination of:6119 - Salaries Or Wages – Teachers And Other Professional Staff AND6129 – Salaries Or Wages For Support Personnel

Any from C021 ANDAny from C213

Yes Yes

Staff Reporting Requirements

When to Report ROLE-ID or/and AUXILIARY-ROLE-ID (cont.)

12

Staff Type Code Role ID Role ID Reported? Auxiliary Role ID Reported?

3 – Contracted Professional Staff (Instructional and Non-Instructional w/ ROLE-ID in C021 code table)

Any from C021 Yes No

Staff Reporting Requirements

When to Report ROLE-ID or/and AUXILIARY-ROLE-ID (cont.)

13

The following table provides guidance on the reported complex types for the various categories of staff:

EmployeeSTAFF-TYPE-CODE: 1

Contracted Professional Staff STAFF-TYPE-CODE : 3

Category Code –Complex Type

Auxiliary Staff

Professional and Paraprofessional

Staff

Long-term Substitute Teachers

Volunteers in a Professional

role

Contracted Classroom Teacher

Contracted Professional

Non-classroom

30040 –StaffExtension

Yes Yes Yes Yes Yes Yes

30050 –StaffEducationOrgEmploymentAssociationExtension

Yes Yes Yes Yes Yes Yes

30060 -PayrollExtension

Yes Yes Yes Yes No No

Staff Reporting Requirements

Submission 1

14

The following table provides guidance on the reported complex types for the various categories of staff:

EmployeeSTAFF-TYPE-CODE: 1

Contracted Professional Staff STAFF-TYPE-CODE : 3

Category Code –Complex Type

Auxiliary Staff

Professional and Paraprofessional

Staff

Long-term Substitute Teachers

Volunteers in a Professional

role

Contracted Classroom Teacher

Contracted Professional

Non-classroom

30090 –StaffResponsibilitiesExtension

No Yes Yes Yes Yes Yes

30055 –ContractedInstructionalStaffFTEExtension

No No No No Yes No

Staff Reporting Requirements

Submission 1 (cont.)

15

The following table provides guidance on the reported complex types for the staff reported:

EmployeeSTAFF-TYPE-CODE: 1

Contracted Professional Staff STAFF-TYPE-CODE : 3

Category Code –Complex Type

Auxiliary Staff

Professional and Paraprofessional Staff (ROLE-ID

087 and 033**)

Long-term Substitute Teachers(ROLE-ID

047)

Volunteers Teachers

Contracted Classroom Teacher

Contracted Professional

Non-classroom

30040 –StaffExtension

No Yes Yes Yes Yes No

30050 –StaffEducationOrgEmploymentAssociationExtension

No Yes Yes Yes Yes No

** Role-ID 033 data extracted for ECDS only. This data will not be promoted to the PEIMS Data Mart (PDM).

Staff Reporting Requirements

Submission 3

16

The following table provides guidance on the reported complex types for the staff reported:

EmployeeSTAFF-TYPE-CODE: 1

Contracted Professional Staff STAFF-TYPE-CODE : 3

Category Code –Complex Type

Auxiliary Staff

Professional and Paraprofessional Staff (ROLE-ID

087 and 033**)

Long-term Substitute Teachers(ROLE-ID

047)

Volunteers Teachers

Contracted Classroom Teacher

Contracted Professional

Non-classroom

30305 –TeacherSectionAssociationExtension

No Yes Yes Yes Yes No

** Role-ID 033 data extracted for ECDS only. This data will not be promoted to the PEIMS Data Mart (PDM).

Staff Reporting Requirements

Submission 3 (cont.)

17 Added E1594 AUXILIARY-ROLE-ID

18 E1594 - AUXILIARY-ROLE-ID

19 E1594 - AUXILIARY-ROLE-ID

New Validation Rules

20 E1594 - AUXILIARY-ROLE-ID

New Validation Rules (cont.)

21 E1594 - AUXILIARY-ROLE-ID

New Validation Rules (cont.)

22 Added Code Table C213 AUXILIARY-ROLE-ID

23 Added Code Table C213 AUXILIARY-ROLE-ID

(cont.)

24

24

Revised Code Table C021 ROLE-ID

Deleted code 058 – Other Campus Professional Personnel

Schools will report Role ID code 114 –Other Campus Exempt Professional Auxiliary if none of the new codes (100-112) describe the duties of the professional staff.

25

25

Schools will report Role ID code 113 –Other District Exempt Professional Auxiliary if none of the new codes (100-112) describe the duties of the professional staff.

Revised Code Table C021 ROLE-ID (cont.)

Deleted code 080 – Other Non-Instructional District Professional Personnel

26 Revised Code Table C021 ROLE-ID

Added codes 100-114

27

Revised two Payroll rules listing ROLE-IDs

30060-0051

30060-0058

ROLE-ID – Validation Rules

28

Revised eight Responsibility rules listing ROLE-IDs30090-001630090-004730090-005030090-007530090-007730090-008030090-009230090-0093

ROLE-ID – Validation Rules

29

Added nine Responsibility rules for new ROLE-IDs30090-009430090-009530090-009630090-009730090-009830090-009930090-010030090-010130090-0102

ROLE-ID – Validation Rules

30

CONTENTS

I. Staff Auxiliary ROLE-ID and Changes to ROLE-IDsII. Fund Code Changes for 2017-2018 & 2018-2019

31

The School Finance department has identified multiple Fund Codes that will be retired from the 2017-2018 Financial Accountability System Resource Guide (FASRG) chart of accounts.

The 2017-2018 Texas Education Data Standards code table C145 has been updated to not include the retired payroll codes. (Note: No budget Fund Codes were retired.)

The 2018-2019 Texas Education Data Standards code table C145 will be updated to not include the retired actual financial and SSA actual financial codes.

C145 FUND-CODE - Background

32

Deletions for Payroll Reporting for the 2017-2018 School Year

204 – ESEA Title IV-Safe and Drug-Free Schools and Communities Act

208 – Human Immunodeficiency Virus (HIV) Education

213 – ESEA Title I, Part-B-Even Start Family Literacy

237 – ESEA Title IV-Safe and Drug-Free Schools and Communities Act

243 – Career and Technical Education – Technical Preparation

249 – Career and Technical Education – Community Based Organization

252 – Career and Technical Education – Other Program Improvement

C145 FUND-CODE – Deletions for Payroll

33

256 – ESEA Title I, Part F, Comprehensive School Reform

261 – Reading First

262 – Title II, Part D, Subpart I, Enhancing Education Through Technology

266 – ARRA of 2009, Title XIV, State Fiscal Stabilization Fund

269 – Title V, Part A – Innovative Programs

279 - Title II, Part D, Subpart 1 – Enhancing Education through Technology – ARRA (Stimulus)

280 - ESEA, Title X, Part C – Education for the Homeless Children and Youth – ARRA (Stimulus)

C145 FUND-CODE – Deletions for Payroll

Deletions for Payroll Reporting for the 2017-2018 School Year

34

283 – IDEA – Part B, Formula – ARRA (Stimulus)

284 – IDEA – Part B, Preschool – ARRA (Stimulus)

285 – ESEA, Title I, Part A – Improving Basic Programs – ARRA (Stimulus)

293 - Shared Services Arrangements-ESEA Title IV-Safe And Drug-Free Schools And Communities Act

295 - Shared Services Arrangements-ESEA Title III, Part C-Education For The Homeless Children And Youth

297 - Shared Services Arrangements-Human Immunodeficiency Virus (HIV) Education

302 - Shared Services Arrangements-ESEA Title I, Part B, Subpart 3,-Even Start Family Literacy

C145 FUND-CODE – Deletions for Payroll

Deletions for Payroll Reporting for the 2017-2018 School Year

35

326 - Shared Services Arrangements-ESEA Title IV Safe and Drug Free Schools And Communities Act

330 - Shared Services Arrangements-Career And Technical Education-Technical Preparation

336 - Shared Services Arrangements- Career And Technical Education-Community Based Organization

339 - Shared Services Arrangements- Career And Technical Education-Other Program Improvement

343 - Shared Services Arrangements-ESEA Title I, Part F, Comprehensive School Reform

348 - Shared Services Arrangements – Reading First

349 - Shared Services Arrangements – Title II, Part D, Subpart 1, Enhancing Education Through Technology

351 - Shared Services Arrangements – Community Service Grant Program

C145 FUND-CODE – Deletions for Payroll

Deletions for Payroll Reporting for the 2017-2018 School Year

36

356 - Shared Services Arrangements – Title V, Part A – Innovative Programs

358 - Shared Services Arrangements – Title I SIP Academy Grant

361 - Shared Services Arrangements – Title II, Part D, Subpart 1 –Enhancing Education through Technology – ARRA (Stimulus)

366 - Shared Services Arrangements – ARRA of 2009, Title XIV, State Fiscal Stabilization Fund

389 - Master Mathematics Teacher

394 - Pregnancy, Education And Parenting Program

401 - State-Funded Optional Extended-Year Program

C145 FUND-CODE – Deletions for Payroll

Deletions for Payroll Reporting for the 2017-2018 School Year

37

413 - Telecommunication Infrastructure Fund

417 - Educational Technology (Ed Tech) Pilot

421 - Master Reading Teacher

423 - Limited English Proficient (LEP) Student Success Initiative

424 - School Leadership Pilot Program

425 - Teacher Induction And Mentoring Program

426 - Texas Educator Excellence Award Grant Program

428 - High School Allotment Fund

C145 FUND-CODE – Deletions for Payroll

Deletions for Payroll Reporting for the 2017-2018 School Year

38

Deletions for Actual and SSA Actual Reporting for the 2018-2019 School Year

204 – ESEA Title IV-Safe and Drug-Free Schools and Communities Act

208 – Human Immunodeficiency Virus (HIV) Education

213 – ESEA Title I, Part-B-Even Start Family Literacy

237 – ESEA Title IV-Safe and Drug-Free Schools and Communities Act

243 – Career and Technical Education – Technical Preparation

249 – Career and Technical Education – Community Based Organization

C145 FUND-CODE – Deletions for Actual Rptg.

39

252 – Career and Technical Education – Other Program Improvement

256 – ESEA Title I, Part F, Comprehensive School Reform

261 – Reading First

262 – Title II, Part D, Subpart I, Enhancing Education Through Technology

266 – ARRA of 2009, Title XIV, State Fiscal Stabilization Fund

269 – Title V, Part A – Innovative Programs

279 - Title II, Part D, Subpart 1 – Enhancing Education through Technology – ARRA (Stimulus)

280 - ESEA, Title X, Part C – Education for the Homeless Children and Youth – ARRA (Stimulus)

Deletions for Actual and SSA Actual Reporting for the 2018-2019 School Year

C145 FUND-CODE – Deletions for Actual Rptg.

40

283 – IDEA – Part B, Formula – ARRA (Stimulus)

284 – IDEA – Part B, Preschool – ARRA (Stimulus)

285 – ESEA, Title I, Part A – Improving Basic Programs – ARRA ( Stimulus)

293 - Shared Services Arrangements-ESEA Title IV-Safe And Drug-Free Schools And Communities Act

295 - Shared Services Arrangements-ESEA Title III, Part C-Education For The Homeless Children And Youth

297 - Shared Services Arrangements-Human Immunodeficiency Virus (HIV) Education

302 - Shared Services Arrangements-ESEA Title I, Part B, Subpart 3,-Even Start Family Literacy

C145 FUND-CODE – Deletions for Actual Rptg.

Deletions for Actual and SSA Actual Reporting for the 2018-2019 School Year

41

326 - Shared Services Arrangements-ESEA Title IV Safe and Drug Free Schools And Communities Act

330 - Shared Services Arrangements-Career And Technical Education-Technical Preparation

336 - Shared Services Arrangements- Career And Technical Education-Community Based Organization

339 - Shared Services Arrangements- Career And Technical Education-Other Program Improvement

343 - Shared Services Arrangements-ESEA Title I, Part F, Comprehensive School Reform

348 - Shared Services Arrangements – Reading First

349 - Shared Services Arrangements – Title II, Part D, Subpart 1, Enhancing Education Through Technology

C145 FUND-CODE – Deletions for Actual Rptg.

Deletions for Actual and SSA Actual Reporting for the 2018-2019 School Year

42

351 - Shared Services Arrangements – Community Service Grant Program

356 - Shared Services Arrangements – Title V, Part A – Innovative Programs

358 - Shared Services Arrangements – Title I SIP Academy Grant

361 - Shared Services Arrangements – Title II, Part D, Subpart 1 – Enhancing Education through Technology – ARRA (Stimulus)

366 - Shared Services Arrangements – ARRA of 2009, Title XIV, State Fiscal Stabilization Fund

389 - Master Mathematics Teacher

394 - Pregnancy, Education And Parenting Program

401 - State-Funded Optional Extended-Year Program

C145 FUND-CODE – Deletions for Actual Rptg.

Deletions for Actual and SSA Actual Reporting for the 2018-2019 School Year

43

413 - Telecommunication Infrastructure Fund

417 - Educational Technology (Ed Tech) Pilot

421 - Master Reading Teacher

423 - Limited English Proficient (LEP) Student Success Initiative

424 - School Leadership Pilot Program

425 - Teacher Induction And Mentoring Program

426 - Texas Educator Excellence Award Grant Program

428 - High School Allotment Fund

C145 FUND-CODE – Deletions for Actual Rptg.

Deletions for Actual and SSA Actual Reporting for the 2018-2019 School Year

44

Questions?

Q&A