Finance Work Group 2021-03-05 Closeout Meeting

Participation

Support

Nancy Wilson - Ed-Fi Governance Support

The meeting was held on 2021-03-05, 1:00 pm - 2:00 pm CT, via WebEx

Refer to the PPT  for additional details on the meeting minutes and discussions.

Agenda/Meeting Notes

• New SEA Use Case Requirement for school and LEA finance data (Title I, Part E): “per-pupil expenditures of Federal, State, and local funds, including actual personnel expenditures and actual non-personnel expenditures of Federal, State, and local funds, disaggregated by source of fund, for each local educational agency and each school in the State for the preceding fiscal year.”

• FWG Resources
  • Ed-Fi RFC 18 – Finance API
    • https://edfi.atlassian.net/wiki/display/GOV/ED-FI+RFC+18+-+FINANCE+API
  • 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

• Additional Notes:
  • Review PPT to understand how WI addressed the use case
  • Changed how student was reported using API ODS & Ed-Fi tech stack
  • Needed several data quality checks
  • Challenges w/ charter schools without financial systems
  • Districts submit local budget and actuals
  • WI validates local account and prepopulates chart of account
  • System to allow data to flow through API
  • Anchored on NCES
  • Chart of accounts and dimensions are biggest changes from original
  • Goal is full production in 21-22
  • PPT includes JSON examples
  • Recommendations for similar efforts based on this work:
  • Engage vendors early
  • Have strong set of use cases
  • Test use cases
  • Maintain good documentation
  • Work with SMEs (finance SMEs in this case)
  • Need good coordination across the SEA