Chief Business Officials - San Mateo County Office of Education

The Chief Business Officials Meetings are coordinated through the San Mateo County Office of Education to assist chief business officials within local education agencies (LEA) in managing all business aspects within their LEA.

2019-20 Meetings

All meetings will be held in the San Mateo County Office of Education's Pine and Oak Rooms from 1:00 p.m. to 4:00 p.m. unless otherwise noted.

Chief Business Officials August Meeting

AUG 22

2019

Chief Business Officials September Meeting

SEP 19

2019

Chief Business Officials October Meeting

OCT 17

2019

Chief Business Officials December Meeting

DEC 12

2019

Chief Business Officials January Meeting

JAN 23

2019

Chief Business Officials March Meeting

MAR 19

2019

Chief Business Officials April Meeting

APR 23

2019

Chief Business Officials May Meeting

MAY 21

2019

Recent Meeting Minutes

July 18, 2019

	Topic	Leader
1	Introduction	Wendy Richard
2	SMCSIG a) Strategic Planning Retreat b) Claims Procedures c) Builders All Risk and OCIP	Craig Schweikhard
3	SELPA a) End of Year Excess Cost Calculation Update b) Mental Health Allocation Update	Anjanette Pelletier
4	45-Day Budget Revision	Wendy Richard
5.	Unaudited Actuals Submission	Wendy Richard
6.	LCAP Clarification Table Updates	James Arcala
7.	FY19-20 Fringe Benefit Rates	Faith Kroeger
8.	Authorized Signature Restrictions	Faith Kroeger
9.	CalPADS Updates	Dhanya Unni

Upcoming Events:

7/24/19, ELTS User Meeting, 9am - 11am & 1pm - 3pm, SMCOE
8/22/19. CBO Meeting, 1pm - 4pm, SMCOE

Future CASBO Workshops:

9/10/19 - Legal Requirements for HR/Payroll Records, 9am - 4pm, SMCOE
10/7/19 - Payroll Compliance & Year-End Reporting, 9am - 4pm, SMCOE
10/21/19 - Emotional Intelligence, 9am - 5pm, SMCOE
TBD - Principles of School Law, SMCOE
3/10/20 - 3/12/20 - Payroll Boot Camp, 9am - 4pm, SMCOE
4/22/20 - 4/23/20 - SACS Basic & Advanced, 9am - 4pm, SMCOE

April 25, 2019

Agenda

	Topic	Leader
1	Introduction	Denise Porterfield
2	Introduce San Mateo County Superintendent of Schools	Denise Porterfield
3	High Cost Pool	Anjanette Pelletier
4	Questions & Answers (Letter, PowerPoint)	Matt Slaughter Terry Flinn SM County Controller & Assessor
5.	CalPADS Updates	Dhanya Unni
6	CalPERS Health EFT Updates	Faith Kroeger
7	PRA Request	Nasiha Rahman
8	CASBO School Business Payroll Certifications 4/30/19 - Leave of Absence, 12pm-4pm, SMCOE 5/29/19 - CalSTRS & CalPERS: Common Issues & Employer Liability, 9am-4pm, SMCOE 9/10/19 – Legal Requirements for HR/Payroll Records, 9am-4pm, SMCOE 3/10/20-3/12/20 – Payroll Boot Camp, 9am-4pm, SMCOE	Doris Kwok

March 21, 2019

Agenda

	Topic	Leader
1	Introduction	Denise Porterfield
2	a) LCAP Consultation Process b) SELPA MOE c) Update on Annual Budget Plan	Anjanette Pelletier
3	a) Strategic Planning for SMCSIG b) 2019-2020 Rate Indications	Craig Schweikhard
4	Environmental Literacy Initiative	Andra Yeghoian
5.	Lease/Leaseback Project	Adam Ely SM County Counsel
6	Budget Assumptions Prior To May Revise	Denise Porterfield
7	Public Hearing Notice Reminder	Denise Porterfield
8	Options For First Interim Deadline	Carolyn Chow
9	Facility Use and Long Term Rental Rates	Priscilla Aquino Dichoso
10	Food Services Options	Richard Champion
11	Negotiations Update From Districts	Richard Champion
12	2019-2020 CBO Meeting Dates	Denise Porterfield

December 13, 2018

Agenda

	Topic	Leader
1	Introduction - New District Business Services Managers	Denise Porterfield
2	SMCSIG: Risk Management Issues a) Praesidium Sexual Abuse Prevention Training b) Workers’ Compensation Program Review c) Loss Control Items d) Healthcare Consortium	Craig Schweikhard
3	Procurement & Contracting for School Districts	Tim Fox
4	Implementing ESSA requirements a) Letter from CDE b) Examples from School District	Faith Kroeger James Arcala
5.	CalPERS Health Withdrawal Discussion	Priscilla Aquino-Dichoso Tina Van Raaphorst
6	1st Interim Updates	Joel Cruz James Arcala Vinita Singh
7	LCFF In-Lieu Taxes	Priscilla Aquino-Dichoso Joel Cruz
8	AB1808 Classified Employee Summer Assistance Program	Faith Kroeger
9	PRA Request	Nasiha Rahman
10	CalPADS Updates	Dhanya Unni
11	W2 California EITC Notice	Rick Soper

October 18, 2018

Agenda

	Topic	Leader
1	SMCSIG: Loss control issues and new coverages	Craig Schweikhard
2	Environmental Sustainability	Audra Yeghoian
3	Common Message	Denise
4	Interim Report Submission Requirements Cash with Fiscal Agent Board Presentation Packet	Joel
5.	User access and certification	Rick
6	CALPADS Updates	Dhanya
7	SB 1029 Reporting	Denise
8	AB 621 Classified Summer Furlough Fund	Faith
9	CalSTRS Refund and Payroll Import	Nasiha
10	Updates On School District Liability Roll	Brian
11	CECC User Group Meetings	Brian
12	Updates on CASBO Workshops	Doris

Upcoming Events

November 1, 2018 CECC Users Group: Payroll, 9am-11am, Corte Madera, SMCOE

November 1, 12pm-4pm, CASBO Collective Bargaining Basics, Arroyo and Butano, SMCOE

November 14-16, CASBO CBO Symposium, Hyatt Regency Monterey

December 3, 2018, CECC Users Group: Accounting/Finance, 9am-12pm, California Suite, SMCOE

Next CBO Meeting

December 13, 2018, 1pm-4pm, Pine and Oak Rooms, SMCOE

August 23, 2018

Agenda

	Topic	Leader
1	SELPA Excess costs SEMA/SEMB MOE and Subsequent Year Tracking Mental Health	Anjanette
2	SMCSIG “Company Nurse” – A work comp program Property Appraisal Scheduling and Procedures	Craig Schweikhard
3	FCMAT Budget Augmentation Proposal	Denise
4	Budget Approval Timeline	Denise
5	Third Party Vendors and Reporting Retiree Earnings To CalPERS	Faith
6	CASBO Payroll Training Discussion	Denise, Doris
7	Information Systems Coordinator, Accounting/Finance	Faith
8	Update on Employee Self-Serve Module	Nasiha
9	Rapid Pay Cards	Faith, Rick
10	CECC Costs	Joel
11	PRA Requests	Nasiha

To access a Chief Business Official meeting agenda, packet, or minutes from a previous school year, please contact Jean Corpuz at jcorpuz@smcoe.org.

Denise Porterfield

Deputy Superintendent, Business Services Division

Email: dporterfield@smcoe.org

Phone: (650) 802-5511

Jean Corpuz

Administrative Assistant, Internal Business Services

Email: jcorpuz@smcoe.org

Phone: (650) 802-5600