Dear School Business Professionals,
Please see the DRAFT agenda attached for our upcoming SBO Meeting this Thursday, Feb 25 at 12:30 p.m. via. zoom. We are looking forward to seeing you then. The link to the meeting is shown below:
Denice Cora is inviting you to a scheduled Zoom meeting.
Topic: SBO Meeting via Zoom Time: Feb 25, 2021 12:30 PM Pacific Time (US and Canada)
Join Zoom Meeting us02web.zoom.us/j/84860563182?pwd=eU1neFphY253RjRucmVxRGVaTUhzQT09
Meeting ID: 848 6056 3182 Passcode: Budget
Thank you.
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
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SBO-Agenda-2.25.21-DRAFT-003.pdfPosts from Blog – Escape Technology for 12/10/2020
View this email in your browser<us11.campaign-archive.com/?e=6df5dd185d&u=bc0a4d64130dd165c8e2c227d&id=fcf9d05d13> [https://mcusercontent.com/bc0a4d64130dd165c8e2c227d/images/c8e37a9f-591a-4c9b-9184-e174bf32b48e.png] Excerpts: Announcing Escape Online Release 20.04<technology.us11.list-manage.com/track/click?u=bc0a4d64130dd165c8e2c227d&id=d663699b4a&e=6df5dd185d> Escape Online, Release 20.04 is now available. Per customer requests, this release is focused almost solely on the regulatory changes necessary for State and Federal taxes and Federal ACA reporting. This means you can test and install the release quickly, allowing users more time to work their lists and send out the forms in a more relaxed manner. [https://images.squarespace-cdn.com/content/v1/55311ffee4b0d019cecf9371/1606236035354-W5E6GER6DVVCXFEGCSVZ/ke17ZwdGBToddI8pDm48kDSqPdurk4A6w5wetc1wL_0UqsxRUqqbr1mOJYKfIPR7LoDQ9mXPOjoJoqy81S2I8N_N4V1vUb5AoIIIbLZhVYxCRW4BPu10St3TBAUQYVKcA_RFWbCGRD8u4veA-OtjF] As expected, all forms and reports have been updated to the current year. You can see there were changes for every form, and even a new form for 1099s. With such targeted changes, there will not be a release review. Instead, Terri will be hosting separate W2, ACA, and 1099 webinars. Sign up now! Register Now!<technology.us11.list-manage.com/track/click?u=bc0a4d64130dd165c8e2c227d&id=eae8dc44cc&e=6df5dd185d> Important Notes About Taxes:
* The 2021 tax tables will be released in a patch as soon as the State and Federal taxes are confirmed. * The California Franchise Tax Board (FTB) is still finalizing the California Individual Mandate MEC reporting process. We are working closely with the FTB and will release the changes in a patch as soon as the regulations and development are finalized. (These files are not due until March 31, with the FTB considering an extension at this time.) To hear about every change in Release 20.04, read the Release Notes available from the Featured Articles section on the Home page of the documentation.
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Escape Production System updated
Hello all,
Please take note, as of 12/8/2020 . . .
…we have updated Escape Production to v20.04 Regulatory
* 1099 Processing – The 2020 1099 snapshots, reports, and forms have been updated to the current year. In addition, the logic for processing 1099s has been updated to correctly attribute amounts to the appropriate form: 1099-MISC or 1099-NEC.
* ACA Processing – The 2020 ACA snapshot and report have been updated to the current year IRS regulations. The 1095-C has been updated to comply with the new requirements for ‘Age on January 1’, Employee Zip Code, and Plan Start Month.
* W2 Processing – The 2020 W2 snapshot, report, and form have been updated to the current year. In addition, if an employee has more than four Box 12 or 14 categories, a second W2 will be printed automatically.
While in Escape, click on Online Resources>Release Information>Escape Online 20.04 Release Notes to review this release.
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
Please do not reply to this message.
Replies to this message are routed to an unmonitored mailbox.
SBO MEETING: Agenda – Dec. 3. via Zoom
Dear School Business Professionals,
Please note that the SBO Meeting will be held via Zoom on Thurs., Dec. 3 beginning at 12:30 pm. The agenda is shown below and attached for your convenience.
If you have any specific topics or questions you would like us to address, please send them to Denice Cora dcora@sbceo.org<mailto:dcora@sbceo.org>.
<us02web.zoom.us/j/83098396179?pwd=dk9Yalc3Nk9jcWMyNy8xN3VhUDh0QT09>
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
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SBO-Agenda-12.3.2020-ZOOM-003.pdfANNOUNCEMENT: New District Financial Advisor in School Business Advisory Services
Dear School Business Professionals,
Sharing some good news . . . please feel free to share this communication with other staff members at your district.
We are pleased to announce that we have hired Stephen Williams to join the District Financial Advisors Team in SBAS.
Stephen comes to our office with a strong governmental accounting background and has previously worked with many of our staff members in SBAS as we work with the Auditor-Controller’s office. His professional background includes working at the County of Santa Barbara for the past 15 years in a variety of increasingly responsible accounting positions. He began his work as an Accountant-Auditor I, II, and III in Financial and Customer Service (FACS), Advanced Accounting, and Internal Audit. Then, he worked as a Cost Analyst focused on financial reporting, budget and costs including indirect costs. Stephen became the FACS supervisor in 2015, and for the last several years he has been the Chief Financial Officer in Public Works – Water Resources Division. He holds a Bachelor of Arts in Business-Economics with an Accounting Emphasis from the University of California at Santa Barbara.
Throughout his professional experiences, he has supervised large accounting teams (12-15 staff), overseen all A/P (including 1099 vendor reporting) and A/R processes, reconciled all County warrant and payroll payable funds, supervised and coordinated the timeline and provided training to all county staff for the year-end close process. As an auditor, he has direct experience with internal control assessments, operational audits, fraud investigations and financial statement audits. Stephen has also worked with programmers to test and develop new financial system applications as well as reading and writing SQL queries to improve Auditor-Controller financial systems. Through his work at the Auditor Controller’s Office, he has supported other departments by performing budget reviews and provided support and advice regarding individual departmental goals and initiatives. In his most recent position, he was responsible for a $45M budget as the Chief Financial Officer for the Public Works Division.
We are working on district assignments for the DFAs for the upcoming First Interim Budget Review process. We will send the information about assignments in a separate email to districts.
His first day will be November 23. Please join me in welcoming Stephen to our team.
Denice
Denice Cora Administrator, School Business Advisory Services Santa Barbara County Education Office (805) 964-4710 x5237
Escape Production System updated
Hello all,
Please take note, as of 11/5/2020 . . .
…we have updated Escape Production to v20.3
* Budget Management Optimization – The Load from HR task in Budget Management has been optimized to run faster.
* Retirement Setup – When creating a new employee’s Retirement record, the Plan Option will be required if a Person record does not exist for the new employee. If a Person record does exist, the Plan Option will default the PERS or STRS Plan Type value that exists in the Person record.
* Escape ‘HowTo’ Documentation change –
* Navigation – The navigation is controlled by links on a page * Printing – At the top of every article there is a Print button * Searching – The Search box is smart, using autofill suggestions * Giving Feedback – Yes/No button to assess the article
In Escape, click on Online Resources > Release Information to view the 20.3 Release Notes.
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
Please do not reply to this message.
Replies to this message are routed to an unmonitored mailbox.
