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Forms, Documents & Worksheets

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The following files are Word documents, Excel spreadsheets, or PDFs unless otherwise noted. Click on the underlined link to download or open the document in your browser. Your browser contains settings or preferences that will determine the behavior when you click on the link.

AB 1200 Public Disclosure of Collective Bargaining Agreement (Excel)
This Excel form should be sent to the COE at least 10 days prior to the District’s Board meeting that will approve a compensation settlement between the district and a bargaining unit. For additional information concerning this document and process contact Rebecca Olker, at (831) 466-5630. (Revised 05/03/2022)

New Resource Number Request Form (pdf)
Submit this form to COE_Business_help@santacruz.k12.ca.us if your district would like to request a locally defined resource. For additional information regarding this document and process, please email COE_Business_help@santacruz.k12.ca.us.

Audit Adjustment Restatement (Excel)

This Excel spreadsheet provides a journal entry and budget revision for adjustment of beginning balances due to a written audit adjustment by the district’s audit report. For additional information concerning this document and process contact Rebecca Olker, at (831) 466-5630. (Revised 2/07)

District Year-End Closing Worksheet (Excel)

This excel spreadsheet provides the district with checklist for actions that need to be completed during the year-closing process. For additional information concerning this document and process contact Rebecca Olker, Senior Director Fiscal Services, at (831) 466-5630.

Contact Information for Questions and Problems (pdf)

This document contains contact information for Payroll , IT and External Business Services staff who are available to assist districts with various questions and problems. Please email the appropriate group depending on the nature of your question 

W4 / DE4

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