Arizona Ed-FI Data v3.5 - Student Education Organization Responsibility Associations

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Relationship Associations are reported from the Enrollment and locked IEPs. This is to identify any relationships a student may have with an organization outside the enrollment.

Object Triggering Logic

The tables below describe the logic for triggering syncing of this object. Expand one of the areas below to see full requirements:

Action	Trigger
Post	Report a record based on the students enrollment record and a new IEP is created and saved for a student and locked in a given scope year: Service Type = P. If a student has multiple overlapping enrollments within the same school, report from the most recent enrollment with a Service Type of 'P: Primary'. If a student has multiple overlapping enrollments within the same school, but no 'P: Primary' enrollment, report the most recent 'T: AOI' enrollment. If a student has multiple overlapping enrollments within the same school, but no 'P: Primary' or 'T: AOI' enrollment, report the most recent 'A: Ancillary' enrollment. If a student has multiple overlapping enrollments within the same school, but no 'P: Primary', 'T: AOI', or 'A: Ancillary' enrollment, report the most recent 'O: Program Only' enrollment. If a student has multiple overlapping enrollments from any school with different start dates, report with the following logic for end date: If the SPED Funded School is populated, report from the enrollment that is in the SPED Funded School: If a student has multiple overlapping enrollments within the SPED Funded School: Report a need from the enrollment with the earliest start date and set the end date to one day prior to the start date of the next enrollment. Report a second need from the enrollment with the later start date and set the start date to the enrollment start date and the end date to the enrollment end date. If enrollment end date is blank, set the end date to blank. Otherwise: Report a record from the enrollment with the earliest start date and set the end date to one day prior to the start date of the next enrollment Report a second record from the enrollment with the later start date and set the start date to the enrollment start date and the end date to the enrollment end date. If enrollment end date is blank, set end date to blank IEP start date must be on or after enrollment start date. Do not send a record for an enrollment that is marked as State Exclude or No Show. Do not send a record if enrollment is in a calendar marked as State Exclude. Do not send a record if the enrollment Start Status = E: NON-SAIS DISTRICT USE ONLY! Do not send a record for enrollments that have a Local Service Type OTHER than 'P:Primary" OR 'T:AOI" and the enrollment Resident District does not match the following: District Information > State District Number. If enrollment Resident District does not match the District Information > State District Number, loop through all of the credentials and compare to the District Number.
Post	When a new enrollment is created for a student that has an existing IEP. Enrollment start date must be after IEP start date. IEP end date must be NULL or after Enrollment start date. If the student has more than 1 IEP started in previous schools years, only report the most recent IEP.
Delete/Post	When a start date is entered or changed for an existing record. If Responsibility was posted from IEP, update if start date was changed. If Responsibility was posted from Enrollment, update if start date was changed
Put	When a end date is entered or changed for an existing record. If Responsibility was posted from IEP, update if start date was changed. If Responsibility was posted from Enrollment, update if start date was changed.
Delete/Post	When the student has two locked IEPs with the same start date and 1 record is deleted or unlocked, the remaining IEP will post.
Delete/Post	When an enrollment end date is entered for a student with a valid enrollment end status: W1-W13.
Delete/Post	When an Exit Eval is entered for a student, update the end date of the active IEP .
Delete	When an IEP is deleted for a student.
Delete	When a student's enrollment Start Status is changed from a valid code to E: NON-SAIS DISTRICT USE ONLY! and saved.
Delete	When an existing enrollment is marked as State Exclude or No Show.
Delete	If the IEP Start or End Dates OR the Enrollment Start or End Dates have been updated so the IEP and Enrollment no longer overlap, delete the record if one was created.
Delete	If a plan is unlocked.

Scope Year

Business Rules
When a new IEP is created, the record will report in the Scope Year that the IEP Start Date overlaps with. The start date must be on or before the School Year End Date. If School Year End Date is NULL, 6/30/XXXX will be used as the default date. Data will only send for the years that have valid configuration
When the record is triggered from enrollments, the record will send to the scope year for the school year the enrollment is associated with. Data will only send for the years that have valid configuration.

Object Data Elements

Data Element Labels in bold are part of the Natural Key and are required data elements for Data to send to Ed-Fi. Expand one of the areas below to see full requirements:

Data Element Label	Business Requirement	Localized Logic	M, C or O	Data Source GUI Path	Database Field
id	The unique identifier of the resource.		M
beginDate	The date the educational organization was responsible for the student.	Report the start date from the IEP if: IEP Start Date is after enrollment Start Date. Enrollment End Date must be NULL or after IEP start date. Report the Enrollment Start Date if: Enrollment Start Date is after the IEP Start Date. IEP End Date is after the Enrollment Start Date. Notes: If there are enrollments with an end status of ZZZ and a subsequent enrollment with a start status of ZZZ, combine the enrollments and report the earliest start date (where the start status is NOT ZZZ) for the enrollment start date Note, the enrollments must be in the same school, grade, and local service type. Also, the enrollment start date must be the next instructional day after the ZZZ end status, or be before or equal to the ZZZ end status. If the SPED Funded School is populated, then always use the enrollment tied to the SPED Funded School for the enrollment start date.	M	AZ locked Plan>Education Plan>IEP Start Date OR Student Information> General> Enrollments> Start Date	Plan.startDate OR enrollment. startdate
responsibilityDescriptor	Indication of an education organization's responsibility for a student.	Always report 'IEP'.
EducationOrganization Reference	A reference to the related EducationOrganization resource.	If the Resident School field is populated on the Enrollment, report the School Entity ID from the school selected. If the SPED Funded School is populated on the locked IEP, report the School Entity ID from the school selected. Report the School Entity ID.	M	AZ locked Plan > Enrollment Status > SPED Funded School Student Information > General > Enrollments > Resident School System Administration> Resources > School editor > Entity ID	school.entity id
studentReference	A reference to the related Student resource.	Report the student reference. Note: The Ed-Fi ID reports from the Student State ID field.	M
endDate	The date the educational organization is no longer responsible for the student.	If Enrollment End Date is NOT null: Report the earliest of the following dates: Exit Date from the most recent Evaluation of the type 'Exit'. Enrollment End Date IEP End Date If Enrollment End Date IS null: If an IEP exists starting immediately after an existing plan or an IEP has an end date that is prior to the last instructional day of the school year or the most recent Evaluation of type 'Exit' has an exit reason of SPED01 or SPED09, report the earliest of the IEP end date and Evaluation Exit Date. If an IEP does not have an end date and a new IEP is created, report the last instructional day that occurs right before the start date of the new IEP. Otherwise, report blank. Notes: Whatever end date is sending (minimum of plan end, exit eval or enrollment end date), if it is not an instructional date, take the most previous instructional date and send that. When there are multiple enrollments that all start before the IEP starts, use the following logic to determine which enrollment to use to calculate the end date: If the SPED Funded School is populated, then always use the enrollment tied to the SPED Funded School for the enrollment start date. Else, report from the most recent enrollment with a Service Type of 'P: Primary'. If the student has no 'P: Primary' enrollment, report from the most recent 'T: AOI' enrollment. If the student has no 'P: Primary' or 'T: AOI' enrollment, report from the most recent 'A: Ancillary' enrollment. If the student has no 'P: Primary', 'T: AOI', or 'A: Ancillary' enrollment, report from the most recent 'O: Program Only' enrollment. If there are enrollments with an end status of ZZZ and a subsequent enrollment with a start status of ZZZ, combine the enrollments and report the latest end date (where the end status is NOT ZZZ) for the enrollment end date. Note, the enrollments must be in the same school, grade, and local service type. Also, the enrollment start date must be the next instructional day after the ZZZ end status, or be before or equal to the ZZZ end status.	C	AZ locked Evaluation>Exit Evaluation> Exit Date OR Student Information> General> Enrollments> End Date	Evaluation. exitDate OR enrollment. enddate
_etag			O

Arizona Ed-FI Data v3.5 - Student Education Organization Responsibility Associations

Object Triggering Logic

Scope Year

Object Data Elements

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