Year-End Close Information and Resources

Dear School Business Professionals,
[Text, calendar Description automatically generated] We have created a Year-End Close webpage<www.sbceo.org/domain/293> with the SBAS Year End Close Calendar, Checklist and a variety of other materials to assist you. It is our intent to expand this page to include additional resources in the future, so continue to check back for updates.
Reminders:
* Year-End Close Checklist – when completed, please use the website to upload a copy of the completed checklist<sbas.sbceo.org/Escape/DistrictYECloseChecklist.pdf> along with all the listed reports to SBAS for review and processing. * Year-End Close Manual – We have started developing a district Year-End Close Manual<sbas.sbceo.org/Escape/YearEndCloseManual.pdf> to assist you with the closing process. A draft of the manual can be accessed from the webpage in the Toolbox section and will be expanded upon in future years. * Survey – we are requesting districts to complete a brief survey<forms.office.com/pages/responsepage.aspx?id=4zLJQTZA0kCfvyjVDa6FvLW0s4oBiGhOv_iNFBN1erhUNUI4UjdGSE0xUU4xR1FRUUtJSlFLVFFFRi4u> indicating the date they will be taking the Unaudited Actuals Report to the board. * Soft Close – Due Aug. 31 * Unaudited Actuals Report – Due Sept. 15 (board approved) If you have any questions about the closing process, please contact any member of the SBAS Finance team to assist you.
Thank you.
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
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