ON-SITE TRAINING
One of our highly qualified trainers will come to your location for a one-on-one training session on the applications of your choice. Please contact BS&A Software at 517-641-8900 for pricing information and to schedule an appointment. Training for Financial Management is primarily done on-site. For more information on Financial Management Training, click here.
CLASSROOM TRAINING
Currently, we do not offer in-house training for some of our products, as the training is more beneficial when done at your location with your data. If the application you are interested in is not among those listed, no classroom training is available at this time. Classroom training applies primarily to property based applications. The typical cost for classroom training is $195 per day. If there is a different cost, it will be specified by BS&A prior to the training day.
TAX APPLICATION CLASSES
Note: All Tax System-related classes, with the exception of the one-day Tax Pervasive class, will be taught using the .NET version.
Level I - Introduction & Creating a Tax Roll
Recommended for the Treasurer or person creating their first tax roll using the EQ Tax .Net System. Course includes a thorough program overview as well as general setup and tax setup items relevant to creating a tax roll. Importing from EQ Assessing .Net, developing a tax roll checklist, and establishing millage rates for all billing types is also covered, as well as working with mortgage information and reviewing options for adding special assessments to the tax bill. A review of the reports available for balancing purposes and tax bill printing throughout the roll setup will be presented.
Level II - Working with the Tax Roll
Designed for any Tax .Net user working with an existing tax roll throughout the course of the collection cycle. Roll maintenance such as name/address updates, mortgage codes, deferments, and handling taxpayer inquiries will be covered. Course will also include payment processing, adjustments, and roll balancing with reports related to each item.
Equalizer Special Assessment
Program setup and creating a multiyear, principal/interest type of Special Assessment District with various benefit calculation methods will be covered. Creating a separate billing for special assessments and/or billing the annual installment on a current tax bill will also be reviewed.
Delinquent Personal Property System
Designed to acquaint new users with the Equalizer Delinquent Personal Property .Net System. Topics discussed in detail are initial setup, data entry, generating reports, entering general ledger account numbers, and receipting. Also discussed will be the use of the built-in Report Designer.
Tax .NET Report Designer
This course will introduce users of the Tax .Net System to the features and functions of the new Report Designer. Sample custom reports will be created in class in Tax Courses addition to instruction on creating and using filters and queries.
Tax (Pervasive)
This one-day course will be an overview of the pervasive Tax System. Designed for new users, this class will cover setup items relevant to creating a tax roll, importing from Assessing, and establishing millage rates. Roll maintenance such as name/address updates, mortgage codes, deferments, and handling taxpayer inquiries will be covered. Course will also include payment processing, adjustments, and roll balancing with reports related to each item.
ASSESSING/EQUALIZATION APPLICATION CLASSES
Note: All Assessing System-related classes will be taught using the .Net version.
The State Assessor’s Board has approved these courses for 6-hour continuing education credit.
Level I - Application Introduction and Setup
Recommended for the Assessor or designated new user of the Assessing/Equalization System. The course will cover all master list setup in Program Management and its importance in data entry and reporting. Roll balancing and frequently used reports will also be covered.
Level II - Assessment Roll & Data Entry
This course demonstrates how to perform the assessment roll including name/ address changes, sales, uncapping, P.R.E.s, building permits, and processing splits/combinations. Entering all types of appraisal information will also be covered.
Level III - Land Tables, ECFs & Sales Studies
Designed for the user that will be responsible for creating/maintaining land rates, analyzing/setting ECFs, and performing sales studies. The course will also review related reports for each of these features.
Level IV- Assessing Cycle & Special Acts Parcels
This course reviews the entire assessment cycle, beginning with creating a new assessment year database, rolling over the database, and processing all types of adjustments through end of assessment roll review (needed prior to sending Change Notices). As a part of this course, Special Acts parcels will be reviewed with ideas and reports that are useful for managing special rolls.
Using Apex with Assessing/Equalization
This class covers the use of Apex (latest version available) with our Assessing/Equalization .NET application. Setup within Assessing/Equalization is covered, along with frequently-used commands. Practical examples of drawing buildings and land are also given.
Personal Property
This class is designed for assessors, appraisers and other office staff who perform duties pertaining to the processing, data entry and reporting of Personal Property. Topics discussed in detail are printing of the personal property statements, processing statements, assessing buildings on leased land, estimating assessments for nonfilers and Board of Review changes.
Commercial/Industrial
This class will cover the details of inputting Commercial/Industrial structures into the Equalizer Assessing .Net System. Examples of Calculator, Segregated, Unitin-Place and Income Capitalization will be used.
Assessing .NET Upgrade
Designed for the experienced user of the pervasive Assessing application, this course will introduce the user to the new Assessing .Net System. Topics covered include the conversion process and new features, as well as the acclimation of changes from the old to the new system
Assessing .NET Report Designer
This course will introduce users of the Assessing.Net System to the features and functions of the new Report Designer. Sample custom reports will be created in class in addition to instruction on creating and using filters and queries.
BUILDING DEPARTMENT APPLICATION CLASSES
Introduction Course for Support Staff
This class presents the fundamentals necessary for data entry and primary program management and is designed for those users who are new to the System and wish to learn how to best utilize the System in their daily operations. Class contents include program setup features, how to add permits, schedule and print daily inspections, add inspection results, print standard formatted letters, how to set up and manage projects, and how to best utilize the automated reminder feature as well as many other components useful operations.
Administration Staff (Advanced)
Created for administrative-level users, this class covers more advanced features and how to best utilize the System for property information management. Topics covered in this class are Report Writing and Letter Writing instructions. Also included in this class will be such items as project management issues, user account management, maintenance utilities, name management information, mass letter writing features and other administrativelevel topics. Suggested prerequisite: Support Staff Introduction Course.
FINANCIAL MANAGEMENT APPLICATION CLASSES
We are now offering Financial Management classes to help any municipal employee grasp different concepts of the Financial Management process. Although we will be using our software to teach these concepts, these classes are not designed to replace our official application training, as they will cover more general topics regarding the basics of Fund Accounting. If you wish for more direct application-related training, please give us a call at 517-641-8900 to set up a date for one of our trainers to come to your site.
Fund Accounting I
This course is designed for anyone wishing to grasp the basics of fund accounting. Topics covered will be: description of fund accounting, components of a uniform chart of accounts, typical accounting transactions including inter-fund activity, pooled cash vs. non-pooled cash, internal controls, preparing an account reconciliation, budgeting, basic financial statements and what to expect during your annual audit.
Fund Accounting II
This course is designed for those wishing to learn more of the reporting aspects of fund accounting and more advanced topics. Topics covered will be: GASB 34 reporting, F-65 reporting, fixed assets including, capitalization; depreciation; repairs and maintenance; disposals and improvements, purchase orders and encumbrances, and project accounting.
.NET Report Designer Course
This class is designed for any Financial Management System user interested in learning more about the Report Designer function within the .Net applications. The class will cover creating custom reports, running report queries and editing reports.