District Business Services
(209) 468.4830 • Staff Directory
Local districts’ financial needs are served by SJCOE’s District Business Services. The department maintains
fiscal oversight for all K-12 school districts in San Joaquin County by providing budget reviews, year-end
unaudited financial report reviews, annual audit reviews, vendor payment reviews, daily cash monitoring,
month end county treasury fund reconciliations, statewide accounting and financial updates, and state
financial and average daily attendance (ADA) software support. This department has the responsibility to
ensure that the 14 school districts in the county, with a combined total of over $1.3 billion in revenue
budgets, remain fiscally solvent.
District Business Services also serves as the business office for two direct service school districts by
processing payroll, commercial warrants, conducting accounting and budget transactions, preparing financial
reports, developing budgets, and maintaining position control.
Guidance
2020-21 Budget and MYP Guidelines (Updated for May Revision)
Per-Pupil Expenditures-Reporting Under ESSA
Finance Advisory Packet (1/27/2021)
Finance Advisory Packet (10/28/2020)
Finance Advisory Packet (7/29/2020)
Finance Advisory Packet_(4/22/2020)
Forms
Statement of Reasons for Excess Reserves
45-Day Revision Form
Collective Bargaining Agreement Disclosure Letter
Collective Bargaining Agreement Disclosure Form
Non-Voter Debt Form/Letter
Calendars
2019-20 Audit Activity Reporting Calendar