ANNOUNCEMENT: 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

FREE TRAINING: COMPLIMENTARY WEBINAR – 11/12/20 at 3:00 – CONSTRUCTION 101 FOR SCHOOL DISTRICTS – Must register in advance (no cost) [AALRR-Cerritos.000845.00029]

Dear School District Professionals,
See below training for districts. Sign up if you are interested!
Regards,
School Business Advisory Services Team Santa Barbara County Education Office
__________________________________________________________________________ Please do not reply to this email. This is an unattended mailbox.

Good Morning Santa Barbara County Districts!
The law firm of Atkinson, Andelson, Loya, Ruud & Romo, experts in laws relating to school district management, is offering a COMPLIMENTARY webinar on Thursday, November 12 starting at 3:00 p.m. The webinar will last 60-90 minutes. The topic is Construction 101. This topic was specifically requested by several Superintendents and administrators in the region and therefore we would like to open the session to all who would like to attend, whether or not you are already a client of our firm. During the presentation, Martin Hom, a partner within our facilities and construction practice group, will walk you and other attendees through topics such as the selection of your design professional and other consultants, planning and finance of the projects, project delivery methods available to school districts, issues that may arise during construction, and project closeout.
If you would like to increase your understanding of the construction process for district projects, or if you have any burning questions you would like to have answered, please join Mr. Hom on Thursday.
In order to obtain the sign-in information for the webinar, you will need to register (at no cost) by clicking:
zoom.us/meeting/register/tJMrf-CvqDMrG9Uilwd4qmYhz39fgnlA-rhY
After registering, you will receive a confirmation e-mail containing information about how to join the webinar on November 12.
I hope you will spend the end of your day with us on November 12! If you have any questions, please do not hesitate to contact me.
Barbara
Barbara J. Ginsberg | Senior Partner Atkinson, Andelson, Loya, Ruud & Romo 12800 Center Court Drive, Suite 300, Cerritos, California 90703 Direct (562) 653-3847 • Main (562) 653-3200 • Direct Fax (562) 653-3980 bginsberg@aalrr.com<mailto:bginsberg@aalrr.com> | vcard<www.aalrr.com/attorneys/vcard/barbara_j._ginsberg> |bio<aalrr.com/attorneys/barbara_j._ginsberg> | website<www.aalrr.com/> | subscribe<list-manage.com/subscribe?u=9434db2696741b13b0878da98&id=2eed62159f> | blog<www.aalrreducationlaw.com/> This electronic message transmission contains information from the Firm of Atkinson, Andelson, Loya, Ruud & Romo which may be confidential or privileged. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying or distribution or use of the contents of this information is prohibited. If you have received this electronic transmission in error, please notify us by telephone (562-653-3200) or by electronic mail immediately. Thank you. of this information is prohibited. If you have received this electronic transmission in error, please notify us by telephone (562-653-3200) or by electronic mail immediately. Thank you.

SACS Validation Tables Update Notification – November 6, 2020

Dear School Business Professionals, Please see email below from the CDE regarding a SACS software validation tables update. This update should be performed in the SACS2020ALL software before completing the First Interim report, as it includes updates for CARES Act and ESSER programs as well as Fund 08. If you have any questions, please contact your District Financial Advisor.
Regards, School Business Advisory Services Team Santa Barbara County Education Office From: bounce-1726454-7769523@mlist.cde.ca.gov <bounce-1726454-7769523@mlist.cde.ca.gov> On Behalf Of SACSINFO Sent: Friday, November 06, 2020 4:33 PM Subject: [sacs-update] SACS Validation Tables Update Notification – November 6, 2020
Updates for Standardized Account Code Structure (SACS) validation tables, spreadsheets, and related files have been posted on the Internet. They can be downloaded from: www.cde.ca.gov/fg/ac/ac/validcodes.asp Updating the SACS software with the latest validation tables is a three-step process:
1. Download the vtables.exe zipped file to your C:\SACS2020ALL\Update folder. 2. Unzip the vtables.exe file to your C:\SACS2020ALL\Update folder. 3. Run the Update Validation routine in the SACS software to replace the existing tables with the updated tables. For more detailed information on updating the SACS software, please refer to our web page: www.cde.ca.gov/fg/ac/ac/validationtables.asp Attached to this email are two Microsoft Word documents, both summarizing changes to the validation tables. One document lists the affected combinations and their start and end dates; the other document contains more descriptive information. These two documents will also be copied to your C:\SACS2020ALL\Update folder when the vtables.exe file is unzipped. We would appreciate feedback regarding the usefulness of the information contained in these zip files. Thank you. California Department of Education School Fiscal Services Division Office of Financial Accountability and Information Services sacsinfo@cde.ca.gov<mailto:sacsinfo@cde.ca.gov> 916-322-1770

Exemption from Fiscal Year 2020-21 Apportionment Deferrals

Dear School Business Professionals,
Please see email below from the CDE regarding: Exemption from Fiscal Year 2020-21 Apportionment Deferrals. Regards, School Business Advisory Services Team Santa Barbara County Education Office
Please do not reply to this email. This is an unattended mailbox. _______________________________________________________________________________________________________________________________________________
From: CDEfisc <CDEfisc@cde.ca.gov> Sent: Monday, November 9, 2020 8:13 AM To: CDEfisc <CDEfisc@cde.ca.gov> Subject: Exemption from Fiscal Year 2020-21 Apportionment Deferrals
Please forward this email to all school districts and charter schools in your county. The purpose of this email is to provide information about the deferral exemption application process. California Education Code Section 14041.8 provides the opportunity for school districts and charter schools to apply for a dollar-limited exemption from the deferral of the Principal Apportionment payments in February 2021 through June 2021. There is no exemption provision for county offices of education. The application for exemptions to the February 2021 through May 2021 deferrals will be available on the California Department of Education (CDE) web page at www.cde.ca.gov/fg/fi/ad/ beginning Thursday, November 12, 2020. This webpage is not currently live. This application is due to CDE per statute no later than December 15, 2020. If applications exceed the funds available, approvals will be made in the order in which applications are received. For questions regarding the deferral exemption process and applications, please contact DeferralExemption@cde.ca.gov<mailto:DeferralExemption@cde.ca.gov>.

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.

W-2 Reporting for GTLI & Domestic Partner Insurance

Attached, and below please see the annual memos regarding W-2 Reporting for Group Term Life Insurance and W-2 Reporting for Domestic Partner Insurance.
For questions about this subject, please contact Myron Porter at mporter@sbceo.org<mailto:mporter@sbceo.org> or 805-964-4711 x 5280.
Regards,
School Business Advisory Services Team Santa Barbara County Education Office