Business Services

The Accounts Payable (AP) Department of the San Joaquin County Office of Education (SJCOE) is responsible for managing the organization's financial obligations by processing and paying invoices, vendor payments, and employee reimbursements. The department ensures timely and accurate payment processing in compliance with relevant policies, procedures, and regulations.

For all inquiries, please contact sjcoe-ap@sjcoe.net.

The Accounts Receivable (AR) Department of the San Joaquin County Office of Education (SJCOE) is responsible for managing incoming payments and ensuring the organization collects funds owed for services provided. This includes generating and distributing invoices, tracking payments, and reconciling accounts. The AR team works closely with internal departments and external entities to ensure accurate billing and prompt collection of revenue. Their role supports the financial sustainability of SJCOE by maintaining accurate records, ensuring compliance with financial policies, and contributing to efficient cash flow management.

For all inquiries, please contact sjcoe-ar@sjcoe.net.

The Budget and Accounting Services Department at the San Joaquin County Office of Education (SJCOE) oversees the preparation, management, and monitoring of budgets and financial records. The department provides fiscal guidance and support to SJCOE programs, school districts, and charter schools within the county. Key responsibilities include budget development, financial reporting, compliance with local, state and federal regulations, and audits. The team ensures transparency, accuracy, and accountability in financial practices, helping stakeholders make informed decisions to effectively allocate resources and support educational initiatives.

The following fiscal reports are provided to inform the community and stakeholders regarding the financial activities of the San Joaquin County Office of Education.

• 2023-2024 Unaudited Actuals
• 2024-2025 Second Interim Fiscal Report
• 2024-2025 First Interim Fiscal Report
• 2024-2025 Budget
• Prop 28: Arts and Music in Schools Funding 2023-2024
• Gifts to Agency Report 

The Accounts Control team provides financial services. Processing daily revenues, County treasury fund reconciliations, audit of commercial warrants, and is the liaison with the County of San Joaquin Treasury. 

For more information, email Busservacctcntrl@sjcoe.net.

The District Fiscal Oversight team provides comprehensive reviews of the County’s school districts’ budgets, year-end unaudited financials, and annual audits; provides LCAP review support along with the Professional Learning and Support branch; technical assistance on fiscal issues; user support and training of County Office-administered Frontline ERP system and State reporting systems. This department has the responsibility to ensure that the 14 school districts in the county remain fiscally solvent.

For Frontline ERP (ESCAPE) system inquiries, please email escapeQuestions@sjcoe.net.

For Frontline ERP (ESCAPE) user inquiries, please email escapePassword@sjcoe.net.

Additional resources can be found at bit.ly/sjcoebs.

The attendance accounting team processes and analyzes attendance reports for school districts and charter schools and provides user support for California Department of Education attendance software.

For more information, call 209-468-4829 or email ymartinez@sjcoe.net.

Under a joint power authority agreement, the SJCOE provides an integrated payroll, human resources, position control, budget, and finance system, as well as Internet services and technology support to Banta Elementary, Escalon Unified, Jefferson Elementary, Lammersville Unified, Lincoln Unified, Linden Unified, Manteca Unified, New Jerusalem Elementary, New Hope Elementary, Oak View Elementary, Ripon Unified, and Tracy Unified School Districts.

A board consisting of representatives from each member district governs the group. By combining resources, planning, and deployment tasks, technology becomes affordable for even the smallest San Joaquin County schools.

San Joaquin County Office of Education, school districts, and other member organizations within the County formed the San Joaquin Health Insurance JPA in 1980 which was later formed as a Consortium in 2007. The purpose of the Health Insurance Consortium is to arrange for the purchase of medical, dental, and vision programs for employees of the member agencies. In addition, the consortium provides for certain administrative and employee services related to health benefit programs.

The San Joaquin Legal Services Consortium is a group that was formed by the San Joaquin County Office of Education and school districts within the County in 2002. The purpose of this consortium is to purchase legal services on a group basis. The consortium currently contracts with the legal firm Atkinson, Andelson, Loya, Ruud & Romo (AALRR). The consortium’s agreement with AALRR provides for specified services as a part of a flat monthly retainer, with a guaranteed hourly rate for billable services that are outside of those provided by the retainer.

The San Joaquin County Schools Property and Liability Insurance Group was formed in 1993 for the purpose of self-insuring property and liability losses through participation in a network of local and regional joint powers authorities. Depending on the size of member districts, they retain the first layer of risk up to $5,000 to $25,000 for liability and up to $2,000 to $10,000 for property coverage. The San Joaquin County Property and Liability Insurance Group assumes the risk for losses above the individual member’s self-insured retention up to $50,000 for liability losses and $25,000 for property losses. The Northern California Regional Liability Excess Fund (NorCal ReLiEF) assumes the risk for property losses in excess of $25,000, NorCal ReLiEF assumes the financial responsibility for liability losses in excess of $50,000 and up to $1 million. Schools Association For Excess Risk (SAFER) covers liability losses in excess of $1 million.

The San Joaquin County Schools Workers’ Compensation Insurance Group is a joint powers authority that was formed in 1978, by the San Joaquin County Office of Education and school districts within the County. The original purpose of the Workers’ Compensation JPA was to provide a self-funded workers’ compensation benefit program for employees of the member agencies. In 1996, the JPA discontinued its self-funded program. Currently, the JPA obtains coverage via membership in The Protected Insurance Program for Schools Joint Powers Authority (P.I.P.S.), a statewide schools insurance pool. P.I.P.S. is the largest such pool in existence, insuring over $8 billion of covered payroll.