033 Context Edits

   

Rule Applies To

Legacy

Edit #

TEDS Rule #

Legacy Edit Rule Text and Business Meaning

Edit
Type

Sub

ESC

District

Campus

Charter

03301

20033-0008

For a particular FUND-CODE and FISCAL-YEAR, the sum of all ACTUAL-AMOUNTs on 033 records should equal the sum of all ACTUAL-AMOUNTs on 032 records for the same FUND-CODE and FISCAL-YEAR combination where OBJECT-CODE is "6XXX", but not "6492" and "6493".

SW

2

X

X

X

X

For each matching combination of fund code and fiscal year, the total of all expenditures (6XXX) on SSA financial actual data (033 records) reported by the fiscal agent district should equal the total of all expenditures (6XXX) reported on their actual financial data (032 records), excluding the object codes "payments to fiscal agents of SSAs" (6492) and "payments to member districts of SSAs" (6493).

03302

20033-0001

SHARED-SVCS-ARR-MEMBER-DIST-ID must match a DISTRICT-ID registered with the TEA.

F

2

X

X

X

X

The district id reported for a shared services arrangement member district must be registered with the TEA in the prior school year.

03303

20033-0003

DISTRICT-ID must not be a district registered with the TEA as a charter district.

F

2

X

X

X

X

An open enrollment charter school cannot be reported as the fiscal agent of a shared services arrangement, and therefore cannot report 033 SSA financial actual data. Each open enrollment charter school reports its own share of SSA expenditures on its own 032 actual financial records.

03304

20033-0004

FISCAL-YEAR must be "2", "3", "4", or "5".

F

2

X

X

 

X

For shared services arrangement actual financial data reported, the fiscal year should indicate the current or the three prior school years.

03305

 

The value of DISTRICT-ID in this record must match the value of DISTRICT-ID on the district's 010 record.

F

2

X

X

X

X

The district id on the 033 record must match the district id on the 010 record.

03306

20033-0002

SHARED-SVCS-ARR-MEMBER-DIST-ID must not be a district registered with the TEA as a charter district unless SHARED-SVCS-ARR-MEMBER-DIST-ID is "057814", "057840", "101807", "101811", "174801", "220810", "227806", or "227819".

F

2

     

X

For SSA financial actual data, an open enrollment charter school cannot be reported as a member district of a shared services arrangement unless they are a "governmental" charter school.

03308

20033-0006

DISTRICT-ID on the 033 record must equal FISCAL-AGENT-DISTRICT-ID on the 011 record.

F

2

X

X

X

 

The fiscal agent district reporting SSA actual financial data must report SSA organization data on the 011 record.

03310

20033-0007

SHARED-SVCS-ARRANGEMENT-TYPE-CODE on the 033 record must equal SHARED-SVCS-ARRANGEMENT-TYPE-CODE on the 011 record where DISTRICT-ID matches FISCAL-AGENT-DISTRICT-ID on the 011 record.

F

2

X

X

X

 

The fiscal agent district reporting SSA financial actual data (033 record) should report SSA organization data (011 record) with a matching shared services arrangement type code.