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Introduction


The Finance Work Group (FWG) is an entity within the Ed-Fi Governance structure (see Figure 1) structure and intended to enhance the educational finance community’s engagement in, input into, and use of Ed-Fi data and technology standards.   The FWG’s main purpose is to represent the perspectives of the financial community (SEAs, LEAs, vendors and thought leaders) to the Ed-Fi Governance processes with the purpose of making the Ed-Fi data and technology standards more widely adopted and used.  The FWG may make recommendations through the Ed-Fi Governance processes about investment in the Ed-Fi product roadmap and business strategies.  

The full charter for the FWG can be viewed here at Finance Work Group Charter.  

Membership

Any education organization, vendor, finance organization, or standards body (e.g., CEDS or IMS Global Learning Consortium®) that is in good standing with the Ed-Fi Alliance can have representative members on the FWG.  Members are responsible for:

1.      Identifying the primary contact for the organization

2.      Providing input and feedback on abstracts that are presented for review

3.      Registering and participating in the Ed-Fi polling process

4.      Participating in information sharing on practices and issue resolution

5.      Providing input and feedback on Ed-Fi data and technology standards

If you are interested in learning more about the FWG and perhaps becoming a member, please express your interest by email to Governance@Ed-Fi.org 

Membership in the FWG is ongoing unless the individual requests to be removed from the membership roster or has not participated in any FWG related activity or conference calls.

Finance Domain Proposal 

This document reflects the proposed update to the Finance domain - Proposed Update for Finance Domain.docx

Alternative Models for Comment 

Model diagram (Explicit Dimension Model with a “ReportingTag” for categorization for ESSA Model is the model that is finalized by the FWG and the TAG)  - Alternative Finance Models v3.pptx

Model Entities Data Types

The document lists the namespace that will be used for the extensions and the elements and its data types - MetaEdInput.xlsx

ODS/API Implementation Files (in MetaEd)

WI team created the MetaEd files and are linked here - EdFiXFinance MetaEd Files

Finance Work Group Meetings

Sep 6 2018 Meeting - Slides for Finance Work Group.pptx

Resources 

EDS Finance Domain Analysis_Discussion Draft_06.2018.docx

EdFiCEDSComparisonEdComments_Discussion Draft_June 2018.xlsx

Interstate-Financial-Reporting_FINAL-V2.pdf

Resources


  • Meeting notes are published under the Finance Work Group Meetings sections.
  • Collaborative documents are managed in a Finance Google Docs folder (members should request access as needed).