Business Information Services & Finance
School Finance

This service provides Superintendents, Business Managers, Finance Directors and Transportation Directors with expert assistance, professional development opportunities and trainings in:

-Transportation Reporting
-Business Manager’s Roundtable
-SOF Template Workshop
-Public Funds Investment Act – Investment Officer Training 

Note from Woody: I have posted the 2019-20 LPE-DPE Side-by-Side Template (r14 wb11 (or Omar's latest) as I receive updated files from Omar and State Funding.
As State Funding changes the Web SOF, I will updated the side-by-side template to reflect these changes. Be sure to use the latest revision of the template and Web SOF. 
As Omar says, "stay tuned".

This template is an "expansion" of Omar's templates The template will allow districts to compare "earned" DPE with TEA's Summary of Finance "payment" LPE to calculate "projected" over/under payment of Foundation School Funds. The template incorporates actual six weeks attendance data and M&O tax collections to "project" over/under payments. Be sure to import the latest Summary of Finance report from TEA, and your "most accurate projection" of M&O tax collections. Be sure to re-enter your previous and current six weeks attendance data (numbers will have changed!!) Remember these templates are an "as is" projection based on you current data. 


Posting District's 2019-20 "Proposed" and "Adopted" Budgets:

Posting your districts "Proposed" Budget and your districts "Adopted" Budget are still required. Please reference our templates page for "Proposed " Budget and "Adopted" Budget Templates and "Budget posting notice for setting tax rates". 
1) Notice of Public Meeting to discuss Budget and Proposed Tax Rate: (Form 50-280)
2) 2019-2020 "Proposed" Budget and "Adopted" Budget templates 

I have updated the templates to reflect changes from both the 85th Legislative Session and the 86th legislative Session. (See notes on templates).


2018-2019 Tax Information Survey

The 2019 Tax Information Survey (TIS) opened for data submission June 10, 2019, and will close at midnight on August 31, 2019. If your district does not submit the survey by the deadline, your district’s state funding could be adversely affected.

Please ensure that your district has completed and submitted the TIS using the online FSP System by August 31, 2019. Completing the survey is important because it allows the agency to use the most accurate tax collections data possible when we calculate 2018–2019 near-final Summary of Finances (SOF) estimates in September 2018. Your district will not have another opportunity to submit revised tax collections data for the 2018–2019 school year until the district submits its J1 schedule as part of its annual financial and compliance report. The J1 schedule tax collections will not be incorporated in the 2018–2019 SOF until April 2020. Compressed tax rates for districts that have adopted tax rates more than six pennies over their original compressed tax rate will be automatically adjusted.


Bus Accident Report Survey Due August 31
TEA has created an online survey for use in reporting bus accident information.
The survey is available on the "TEA Bus Accident Reporting System" webpage.
Every school district and open-enrollment charter school must use the survey to submit its own individual report by August 31.


Posting Districts Utility Usage:

Utility Posting Template still required (HB 3693). Template to post utility usage & aggregate cost on the school district's web page as required by HB 3693 is still required.  Please reference our templates page for current year template.
Note: I have updated the 2019 -20 school year template.



2019-20, 2020-21 Pupil Projection Survey

Instructions for Submitting Attendance Projections

For the 2019-2020 and 2020-2021 School Years

The Attendance Projections module will open for data entry beginning October 15, 2018, through December 12, 2018. All revised attendance projections must be submitted to the TEA by midnight on Wednesday, December 12, 2018.

Note: The FSP System is one of several applications available within the online Texas Education Agency Secure Environment (TEASE).  To access the FSP System, you must have a TEASE user name and password, and have applied for and been granted access to the FSP System, with the appropriate user role(s).  If you do not have a TEASE user name and password or have not applied for access to the FSP System, please see the instructions for accessing the system that are available on the following web page:



Important Note from State Funding:

Financial Hardship Transitional Program and Adjustment for Rapid Decline in Taxable Value of Property.
This letter provides guidance to districts and charter schools that are eligible for state funds under TEC Sec. 42.451 or Sec.42.2521. 

(LINK to letter from Leo Lopez)
LINK to eligible districts for Hardship of Rapid Decline Grant



Note from Danny Sanchez, Transportation Director School Finance Division

The Foundation School Program (FSP) System will be available for input of the school year 2016–2017 Operations Services Report data on October 3, 2017. The due date for the report to be in Submitted status is December 1, 2017.

Please review the Instructions for Completing the School Transportation Operations Services Report, document before compiling data and filing the report in the online FSP System. The instructions can be found on the School Transportation Funding web page.

We highly recommend using “Internet Explorer 9” as your browser when entering data into the report.  Use of any other browser may result in an inability to open and access all needed data screens. If you have questions or if you need more information, contact the School Transportation Allotment program administrators in the Texas Education Agency's Office of School Finance: Danny Sanchez, telephone: (512) 463-9266, email:



Special Education Funding by Instructional Settings Template:

I have posted a Special Ed. Template on our Templates Web Page. This template will allow the district to enter attendance counts from the "Superintendent's Report of Student Attendance & Contact Hours" in order to calculate "earned" revenue for each instructional setting. See Templates Page.

  • Note from Woody:
    TEA has released a new SOF dated 3/4/2020. This SOF will not align with "Side-by-Side" until you delete extra line in the SOF template. After exporting the HTML file into Excel, but before copying, go to line 46 (which is blank) and delete it. It will now line up with our "Side-by-Side".

    2019-20 LPE-DPE Side-by-Side Template (r14,wb11) 

    I have updated the 2019-20 (LPE-DPE Side-by-Side Template (r14, wb11) . This is an "enhancement" of Omar's template. I have downloaded 2018-19 PEIMS ADA/FTE's for comparison with "current" ADA/FTE's.
    I have downloaded the Comptroller's 2019 Preliminary T-Values.

    You will not need  to enter Census Block data as I have downloaded TEA's Comp. Ed. Block data for 2019-20 Comp. Ed. Funding. This is from Fall PEIMS Submission.

    You will need to enter Dyslexia Enrollment, Early Childhood Enrollment and CCMR for Foundation funding.

    This new release incorporates the Additional State Aid for Property Value Decline and the Hardship Grant amounts recently calculated by TEA. Also ADA adjustments for Harvey.
    Import the latest Summary of Finance report from TEA's web page, and enter your "most accurate" projection of M&O tax collections.

    This year's version combines tracks from both TxEIS and Skyward. No more entering tracks. Follow instructions from "Notes Woody" sheet.

    Be sure to re-enter your previous and current six weeks attendance data since numbers often change with corrections.
    Remember!!  This template is an "as is projection" of your state and local revenue based on you current data

  • NOTICE: Web Posting Requirements for Budgets

    Notice of Public Meeting to discuss Budget and Proposed Tax Rate: Form 50-280.
    (Link to Form) 

    Web Posting Requirement (HB1): "Proposed" Expenditure Budget on district's web page as required by HB1. A school district must post the budget summary on the school's Internet Web site when it post the "Notice of Public Hearing" on the budget in the newspaper. 

    Link to 2019-20 "Proposed" Budget Reporting Template _wb5
    (Updated 08/07/2019)

    Web Posting Requirement: Adopted Budget. House Bill 3 from the 81st Session of the Texas Legislature requires school districts, on final approval of the budget by the board of trustees, to post a copy of the Adopted Budget on the district’s Web site. This requirement is in addition to posting the "proposed" budget. The Web site must prominently display the electronic link to the adopted budget. The adopted budget must be maintained on the Web site for three years after adoption.  

    Link to 2019-2020 Web Posting of Adopted Budget_wb5

    Note from Woody: HB 3 requires posting only General Fund Budget. Since adoption of Federal Funds is a local decision, they are not required posting. If you choose to add Federal Funds to the template, this would be acceptable, but not required.

    Link to 2018-19 Web Posting of Adopted Budget_wb4
    (Updated_06/28/18)  (Note: I have updated previous version)

  • Special Education Block Grant Template
    This template calculates funding for each Special Education Instructional Setting utilizing the districts
    adjusted allotment and data from Superintendent's Report.
    (Link to Special Education Block Grant Template)
  • Federal Funds Maintenance of Effort (MOE) Templates

    MOE Templates may be used to to help a district determine compliance with Federal Maintenance of Effort requirements. The template compares "current" year spending (not budgeted amount) with "base year" expenditure to determine compliance
    (Link to 2015-16 MOE Template)