Please note that in a prior email, descriptions on the changes of the property tax reporting for the P-Annual period were from a prior year. Below are the notes on the changes for the 2020-21 P-Annual reporting period.
Attached is a copy of the 2020-21 J-29 P-3 (Annual) Property Tax Report.
Important notes about this Property Tax Report
The items below represent significant changes from the prior reporting period P-2 to P-3 (Annual).
* Column A-1 & A-2: Secured and unsecured roll corrections were higher than anticipated resulting in lower actuals. * ERAF was lower due to supplemental collections cash flow timing and interest earnings decrease. (ERAF is projected to get a supplemental apportionment of 595,000 for May/June Collections 2021. Projected to be posted in August of 2021. This will be included in the 2021-22 ERAF apportionment.) * Estimated supplemental was overestimated due to November supplemental bills being paid in May and June of 2021. Collections for May and June to be apportioned in August of 2021. Amounts will be included in J-29 for ERAF FY 2021-22. * Prior Year refund actuals were lower than estimated, which helped to offset the higher estimate for Current Year Secured and Current Year Unsecured.
Prior year collections should be taken into consideration when developing your budget since some are one-time sources and should not be carried forward as ongoing revenues in future years.
If you have any questions regarding the 2020-21 P-Annual Property Tax Report, please contact Todd Humphreys at (805) 964-4711 x5372 or thumphreys@sbceo.org<mailto:thumphreys@sbceo.org>.
Regards, School Business Advisory Services Team Santa Barbara County Education Office
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2020-21-J-29-P-3-Summary-by-Column-District.pdfMARK YOUR CALENDARS: SBO Meeting Dates
Dear School Business Professionals,
Please see attached meeting dates for the School Business Officials meetings for 2021-22. Due to the current circumstances, our first meeting will be via Zoom.
As usual, if you have a topic that you would like to discuss, please let Denice know. Agendas will be sent in advance — the week before the meeting.
Wishing you a great start to your school year!
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
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DUE SEPT 15: Unaudited Actuals Memo and Information
Dear School Business Officials,
Please see attached Unaudited Actuals memo with information you will find useful for the upcoming submission.
Thank you.
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
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2021-22 Attendance Reporting Instructions Memo and Annual Calendar
Dear School Business and Attendance Professionals,
Please see the attached Attendance Reporting communication below and the attached Attendance Calendar for 2021-22.
If you have any questions, please contact Todd Humphreys at (805) 964-4711 ext. 5372.
Regards, School Business Advisory Services Team Santa Barbara County Education Office
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Collective Bargaining Agreement & Retroactive Pay, COLAs, One-time payments
When a district’s governing board takes action to provide increases to employee benefits or compensation such as a retroactive cost-of-living-adjustment (COLA), bonus, or an off-salary-schedule payment, it is important to notify School Business Advisory Services (SBAS).
1. Important reminders:
* Before settling negotiations, please be aware there may be differences in the types of compensation subject to retirement contributions for certificated and classified employees. Please see example below and attached documents. * Obtain necessary board approval before inputting current or retroactive benefit or pay adjustments. * Districts are responsible for erroneous retirement reporting and may be required to assist with corrections.
1. Notify your District Financial Advisor (DFA) – Submit a Public Disclosure of Proposed Collective Bargaining Agreement (Public Disclosure) Public school districts are required to provide notification of salary settlements to their reviewing agencies and publicly disclose proposed collective bargaining agreements before entering into a written agreement.
Please submit your Public Disclosure form to SBAS at least 10-working days prior to the date that the Governing Board will take action on the proposed agreement. During the 10-day window, your DFA will review information in the document for completeness, transparency and reasonableness.
Contact your DFA if you have questions about the Public Disclosure form or process.
* Nicole Evenson nevenson@sbceo.org<mailto:nevenson@sbceo.org> 805-964-4711 x 5271 * Makenzie Johns mjohns@sbceo.org<mailto:mjohns@sbceo.org> 805-964-4711 x 5259 * StephenWilliams sgwillaims@sbceo.org<mailto:sgwillaims@sbceo.org> 805-964-4711 x 5273
1. Notify the School Business Advisory Services Payroll Team – Proactively review items that include:
* Benefits – how to make changes to the caps * Retroactive pay – which Addons, Bargaining Units, and Pay Cycles to include * Salary schedules – copying and applying percentage changes, inputting end and start dates * Guidance on whether compensation is subject to retirement contributions for the California Public Employees’ Retirement System (CalPERS) or California State Teachers’ Retirement System (CalSTRS) * How to properly code compensation for CalPERS and CalSTRS reporting
For example, an Off-Salary-Schedule payment is:
Retirement system Sometimes called a Classic member Generally hired on or before 12-31-2012 Sometimes called a PEPRA member Generally hired on or after 1-1-2013 CalPERS 2% at 55 2% at 62
Subject to retirement under specific conditions, (a) the amount cannot exceed 6% of the salary schedule and (b) can only be given when a pay increase has not been granted in the same fiscal year. Not subject to retirement. CalSTRS 2% at 60 2% at 62
Subject to retirement, but the compensation must be coded to the DBS (not DB) plan. Not subject to retirement.
* Before inputting a retroactive payroll, watch the Escape Webinar identified below. Please note that Escape does not update Webinars each year; therefore look for presentations in the current and previous year(s). 
Payroll Contacts in SBAS
* Myron Porter mporter@sbceo.org<mailto:mporter@sbceo.org> 805-964-4711 x 5280 * Staci Hunter shunter@sbceo.org<mailto:shunter@sbceo.org> 805-964-4711 x 5254 * Richard Weger rweger@sbceo.org<mailto:rweger@sbceo.org> 805-964-4711 x 5242 * Sheng Xiong sxiong@sbceo.org<mailto:sxiong@sbceo.org> 805-964-4711 x 5252
Helpful Resources
CalPERS employer references pages:
* Compliance in Compensation Reporting www.calpers.ca.gov/page/employers/policies-and-procedures/compliance-in-compensation-reporting
* Special Compensation Reportability Table www.calpers.ca.gov/page/employers/mycalpers-technical-requirements/special-compensation-reportability-table
CalSTRS employer helpful references:
* One-Time Off Salary Schedule Payments www.calstrs.com/sites/main/files/file-attachments/eic21-6.pdf?1628097632
* CalSTRS Employer Support Portal – Teachers’ Retirement Law Aids employersupport.calstrs.com/
* CalSTRS Creditable Compensation employersupport.calstrs.com/GetFile/8c975bc9-1b6d-4889-8cef-6932f92cf8e7
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
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BUDGET INFO: Common Message – 45-Day Revise
Dear School Business Professionals,
Just received today…
As promised, please find the Common Message for the 45-Day Revise attached for additional information and guidance related to budget preparation. We hope you find this useful as you continue to refine district budgets.
Thank you.
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
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