Training

Training Workshops

Each September there are six free workshops across the state. They are sponsored by the North Carolina Association of County Commissioners and North Carolina League of Municipalities. These training workshops are available to staff of the following:

Counties

Municipalities

Joint Regional Agency

Metropolitan Sewerage District

Public Health Authority

Sanitary District

Water and Sewer Authority

Housing Authority

Vendors/third-party administrator of any of the above (must attend with local government staff and be pre-registered by the local government)

Note: you do not have to be a member of the N.C. Association of County Commissioners or League of Municipalities to attend but you must be a member to submit debts.

2011 Workshop locations

Hendersonville - Tuesday, September 13, 2011
- Historic Henderson County Courthouse
- Community Room - 1 Historic Courthouse Square, Hendersonville 28792 map
Hickory - Wednesday, September 14, 2011
- Council Chambers
- 76 North Center Street, Hickory 28601 map
Albemarle - Thursday, September 15, 2011
- Council Chambers
- 144 North 2nd Street, Albemarle 28001 map
- Limited parking - use 3rd Street entry to parking lot
Raleigh - Tuesday, September 20, 2011
- Quorum Center-LGFCU Conference Center
- 323 West Jones Street, Raleigh 27603 map
Wallace - Wednesday, September 21, 2011
- Mad Boar Restaurant
- Exit 385 off of I-40, 111 River Village Place, Wallace 28466 map
Washington - Thursday, September 22, 2011
- Beaufort County Community College
- Bldg 10 (Law Enforcement Bldg - Multi-purpose room), 5337 Hwy 264 E., Washington 27889 map

Sessions

10:30 - 11:30 a.m.- OPTIONAL, but recommended for the following:
- not currently participating in debt setoff and have not completed the required contractual forms
- attendees who have attended but want a refresher course
- first time attendees to a debt setoff workshop
- currently participating in debt setoff but is a new responsibility
1:00 - 3:00 p.m. - MANDATORY
- all attendees are strongly encouraged to attend this session, it is entirely different than the 10:30 session

Registration

Registration is required
Up to five attendees can be submitted per registration form
Please register at least one week prior to the workshop
Once registered, to make changes or cancel, send an email to ncsetoff@ncsetoff.org, no need to complete a new registration form
Click here to register

AGENDA for 2011

Key topics for the 2011 training workshops:

Website

Department of Revenue Setoff Calendar
Setoff Process Status
Statistics
2012 Participation Form
Names, Departments and Email Addresses online form (up to 10 contacts for various email distribution lists)

Interactive Voice Response (IVR)
- Departmentalization - different contacts and phone numbers per department
- Special toll free number for debtor history inquiry for local governments only
Changes since the 2010 workshops
- Surplus spreadsheet
Legislation
- Housing Authorities
- Federal Tax refund status
- Submission of certain corporations
- Red Flag Rules
- Obtaining Social Security Numbers
Year-end Set-up and Clean-up
Upcoming changes for 2012
Detailed demonstration of 2011 Microsoft .NET client software
- Creating users
- Creating departments
- View debtors
- Generating letters
- Importing files
  - for specific department
  - from vendors
- Exporting files
  - ASCII and/or Excel files for external systems or vendor
    - all debtors & debts or one setoff file

HANDOUTS and PRESENTATIONS

HANDOUTS (pdf)

1) Agenda

2) Information Guide

PRESENTATIONS (pdf)

3) 10:30 - 11:30 a.m.: New Attendees - Startup Handout version (6 pages)

4) 10:30 - 11:30 a.m.: New Attendees - Technical Handout Version (7 pages)

5) 1:00 - 3:00 p.m.: All Attendees Handout Version for Notes (14 pages)

Addendum - will not be discussed but should be viewed by attendees on their own Handout Version (5 pages)

Note: if you have any problems printing any of the workshop documents, email us and we can email them as attachments in order for you to print

Listing of Past Workshop Locations (2001 - 2010)

ADDITIONAL TRAINING

We understand there may be some local governments that require personal training and support. Just some of the reasons:

Can't wait for a training workshop in September, need immediate help
Unable to attend one of the training workshops in September
Training workshop did not cover in detail one or more topics that are of immediate importance
Assumed debt setoff responsibilities without any or adequate training and/or training materials

Just call us at (866) 265-1668 and set up an appointment where we can discuss how we can help. We may even be able to provide assistance at that time. Some examples of our support, all of which is at NO cost:

Conference call

with the Clearinghouse staff, you and any additional staff, including I.T. and/or vendor/third-party administrator
we can also conference in one additional phone number for even additional participants

Remote Computer support

we can connect to your computer to train you:
to use our software
enter debtors, debts, run reports, generate notification letters
import files, such as Excel files from other departments or even vendors/third-party administrators
import setoff file once funds have been recovered
to understand the reports and files we provide, such as the surplus.xlsx (possible refunds)
to send a secure file to us