SEPT InterCom 2011€¦ · IASBO InterCom September 2011 - 1 Ofﬁce of Executive Director One N. Capitol, Suite 1215 Indianapolis, IN 46204 (317) 639-3586 x106 FAX (317) 639-4360

IASBO InterCom September 2011 - 1

Office of Executive DirectorOne N. Capitol, Suite 1215

Indianapolis, IN 46204(317) 639-3586 x106FAX (317) 639-4360

E-mail: [email protected]

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The Indiana Association of School Business Officials delivers programs and services to the membership for the purpose of advancing Indiana public education.

MissionStatement

Is There Such a Thing as a Stupid Question?

First of all WELCOME BACK! That’s kind of a misnomer since most of us never left. However, people still ask, “How did you like your summer off?” Then in your way you explain to that person that you are a School Business Official and that you don’t get your summers off. You feel compelled to explain all that goes on during the summer in order for a successful start of a new school year. Then the person states, “Wow, I really didn’t realize the complexity.” It’s not a stupid question but rather an opportunity to share and educate.

In our careers we come across a lot of so called stupid questions. But when we really think about it, are they really that bad? All the questions really come from a lack of understanding, lack of information or igno-rance. Lately, with all the legislative changes dealing with teacher evalu-ations, new compensation models, teacher contracts, reporting unused buildings, the Healthy Hunger Free Kids Act, Indoor Air Quality, Internet Safety Policies and so much more; we are the ones finding ourselves ask-ing the questions. Where do you turn to get answers to your questions, without feeling like an idiot? I hope you answered IASBO. I frequently answer and ask questions from many of my IASBO colleagues. I am always put at ease and never feel uncomfortable asking a question because I know that IASBO members are always eager to help a fellow member. At times an answer to a question may not seem readily available, however, in the end the depth of IASBO’s networking framework and experience comes through with a solution.

I encourage all members to ask and get your questions answered by taking advantage of your IASBO membership. With a member in almost every Indiana School Corporation, IASBO has a vast network of members

President’s Message

continued on page 2

Articles of Interest . . .President’s Message .................................. 1-2From Denny’s Desk .......................................37th Annual Golf Outing ......................... 4-6+September 29 Seminar ..................................7-8October 6 Seminar ....................................... 9-10

2011-12 IASBO Calendar .................... 11-12Excerpts from Legal Educator ................ 13-15Business Associates ............................... 16-20IASBO New Members ................................20

Fred McWhorter IIIASBO President

2 - IASBO InterCom September 2011

?IASBO OFFICERS AND

BOARD OF DIRECTORS 2011-2012

President Fred McWhorter II, RSBO, New Albany-Floyd CountyPresident-Elect Lynn Kwilasz, RSBO, ValparaisoVice President Steve Sonntag, Clark-PleasantTreasurer Janet Gruwell, ConcordRegional Directors Term Ends June, 2012 Ted Zembala, Hobart Bill Mallers, Northwest Allen Stanley Hall, Peru Donna Wilson, Vigo County Chad Schenck, SW Dubois County Terms Ends June, 2013 Kevin Scott, Warsaw Scott Bowling, Crawfordsville Weedie Smith, Decatur County Joe Licata, MSD of Washington Twp. Amber Fields, Jennings County

Past President Loren Evans, MSD Mt. Vernon

Exhibitor Representatives Tim Thoman, Performances Services Mike Galliher, Boyce Forms/Komputrol

Administrative Assistant Ella Adamson

Director of Professional Development Mark Miller, RSBA

Executive Director Dennis Costerison, RSBO

Office of Executive DirectorOne North Capitol, Suite 1215Indianapolis, Indiana 46204

(317) 639-3586 FAX: (317) 639-4360E-mail: [email protected]

www.indiana-asbo.org

VisitIndiana ASBO

atwww.indiana-asbo.org

in all areas of school business from food service, transportation, facilities, human resources, payroll, accounting, technology, budgeting and much more that will be happy to collaborate. In addition, IASBO always has informative professional development seminars on current topics in order to keep the membership up to date.

I did have one question this year that I really had to think about and maybe you could help me with. A parent of a kindergarten student called me quite upset and asked, “Why didn’t someone tell me that there were no seatbelts on the school buses?” I thought to myself, what a stu-pid question. Then after a short reflection, I then explained to the parent that most school buses in Indiana didn’t have seat belts and that they are designed in a compartmentalized way as to prevent student injuries in case of an accident. I also tried explaining that school buses are one of the safest forms of transportation in the country. I thought to myself this really wasn’t a stupid question; obviously this was a person new to public education that wasn’t familiar with school buses. I hoped I had shared information with the parent to answer their question and make them feel more at ease.

Of course you know there is more to the story, because this is public education. Well even though I knew the answer, people don’t always want to listen nor do they always get the answer they want to hear. That is a different topic to probably come in a future newsletter. In this case, of course, the parent wasn’t satisfied and wanted to know who else they could call to complain to that the buses didn’t have seat belts? I explained that they were delving into a National debate and I politely referred them to the Indiana Department of Education.

You would think the story was over at this point. Of course not, this is public education. They decided to call the police department and get their take on why our school buses didn’t have seat belts. The reason I know this is because the police called to ask why our buses didn’t have seat belts, yet another opportunity to share and educate. So you might think the story was now over at this point. Well think again, of course not, this is public education. The parent went on to call the local news media. How do I know this, because the local news station also called wanting to know why our school buses didn’t have seat belts. I saw this as yet another opportunity to inform and educate. Thankfully, they didn’t deem it newsworthy after the explanation.

You can probably guess, I contend there are no stupid questions. I encourage everyone to ask away. Oh, what I didn’t mention earlier or to the parent is that our Director of Transportation chairs the Indiana School Bus Safety Committee. I guess some things are best left unsaid.

Have a great year, and be sure to ask stupid questions.

Fred McWhorter II, President IASBO

President’s Message . . . continued from page 1


from Denny’s DeskDennis Costerison, IASBO Executive Director

As I refl ect on the beginning of a new school year, I know that it is also the beginning of a new season of professional development activities for Indiana ASBO. For years, IASBO has prided itself for providing the best opportunities possible for the members to accomplish the myriad of tasks that face a school business offi cial. Our Professional Development Committee, the fi ve Research Com-mittees and Mark Miller have created an excellent program of seminars for the upcoming year. The full calendar of IASBO events is included with this edition of the InterCom. And, when you add the Certifi cation Program courses, IASBO presents a multitude of activities to keep the membership current and knowledgeable. Having said that, there are some things that you can do personally to make yourself a better leader and co-worker. It is impera-tive that you recognize that you are leaders in your school corporation and in your community. Here are a few areas that will enhance your leadership skills:

*Self Promote

Promote your strengths and accomplishments. Promote your school corporation.

*Do the Right ThingAlways strive to simply do the right thing, rather than to do things right. Never compromise your-self or your school corporation. Your integrity and good judgement are vital to success.

*Take PrideYou must respect your corporation staff, associ-ates, students and business partners. Show respect by taking pride in your work and giving extraordinary effort.

*Develop a Positive AttitudeDevelop an attitude of “If it is to be, it is up to me”. Become involved and take responsibility.

*Be a ReaderYou can learn by reading, whether it is a book or a report on your IPad or smart phone. It gives you access to how experts think and act.

*Stop Making ExcusesExcuses are reasons you did not want to do something. We all do the things we like to do. As professionals, we’ve also got to do the things we don’t like to do. Leaders don’t make excuses; they make things happen.

*Get OrganizedThis automatically helps you become more pro-ductive. Organize your time, fi les, projects and tasks.

*Be Team-OrientedYou need to develop the skills to successfully work with others. Become interdependent. In-terdependence means others will rely on you and you on them. Understand the concept Together Everyone Achieves More.

*Be ConsistentStress the importance of being consistent. Your staff members need to rely on you. If you are inconsistent, you are unreliable.

*Come PreparedYou need to ensure you are fully prepared at meetings/events to answer questions. This means you will automatically be prepared when an op-portunity arises.

*Gain New Skills with TrainingWe must understand that the school business is changing very rapidly. It is imperative that we consistently train our team members and our-selves on the various aspects of school business management. Training must be considered a priority for all staff. As IASBO members move forward to meet

the demands of new legislation and rules, always remember that the staff of Indiana ASBO is ready to assist you as we venture down the new paths for public education.

4 - IASBO InterCom September 2011 4

Special Thank You to our Presenting Sponsor

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Special Thank You to our Golf Prize Sponsors

HARRIS Personal Financial Services

Horace Mann Founded by Educators for Educators

2011 IASBO Foundation Golf Hole SponsorsAdministrator AssistanceBank of New York MellonBarton-Coe-VilamaaBoyce SystemsChurch, Church, Hittle & AntrimEMCOR Construction ServicesFifth Third Bank SecuritiesHarris Bank, N.A.IKON Business MachinesKey BankMidwest Transit EquipmentMoisture ManagementRE SuttonRQAWSkillmanStair AssociatesStatewide Credit AssociationThe Horace Mann CompaniesThe Windsor Group Ltd.Therber & BrockUMB Bank, n.a.Umbaugh

SEVENTH ANNUAL IASBO FOUNDATION GOLF OUTINGOn Wednesday, September 7, the 7th Annual IASBO Foundation Golf Outing was held at Eagle Creek Golf Club in Indianapolis. Even though is was chilly, windy, misty and a little rainy, all players fi nished and a good time was had by all. Mark Miller referred to the day as a British Open experience with the unusal weather for early September. The most important aspect of the event is that the proceeds from the outing will go to a great cause - scholarships to high school seniors that will be given at the 2012 Annual Meeting. IASBO would like to thank the Foundation Golf Outing Committee for planning another great day and all of the IASBO members who volunteered to help on Wednesday. Thanks to Mark Miller for his leadership as

chair of the golf committee and to Ella Adamson for getting all of the registra-tion materials prepared. As always, a special thanks to Steve Sonntag and Karen Canary for organizing the golf and raffl e prizes.


Thank You to all the Donors of Gift Bags / Raffl e Prizes /

Door Prizes / Putting Contest

Administrator AssistantAmerican Fidelity AssuranceBank of New York MellonChildren’s MuseumDick’s Sporting GoodsEagle Creek Golf ClubFirst Merchants BankForest Financial Group, Inc.Fort Wayne HiltonFrench Lick Springs ResortGrand Victoria CasinoHorace MannIndiana ASBOIndiana FeverIndiana Reparatory TheaterIndianapolis ColtsIndianapolis IceIndianapolis IndiansINGKomputrolLarry GambianiLincoln Financial GroupMidwest TransitOffi ce 360Perfect North SlopesPrincipal Financial GroupProliance EnergyR. E. Sutton & AssociatesRob StiehlSharp School ServicesSkillmanStatewide CreditTexas RoadhouseTyson ModularsUmbaughUMBUniversity of IndianapolisVALIC

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IASBO FOUNDATION GOLF 2011 RULES / PRIZES

7

Thank You to all the Donors of Gift Bags / Raffle Prizes /

Door Prizes / Putting Contest Administrator Assistant American Fidelity Assurance Bank of New York Mellon Children’s Museum Dick's Sporting Goods Eagle Creek Golf Club First Merchants Bank Forest Financial Group, Inc. Fort Wayne Hilton French Lick Springs Resort Grand Victoria Casino Horace Mann Indiana ASBO Indiana Fever Indiana Reparatory Theater Indianapolis Colts Indianapolis Ice Indianapolis Indians ING

Komputrol Larry Gambiani Lincoln Financial Group Midwest Transit Office 360 Perfect North Slopes Principal Financial Group Proliance Energy R. E. Sutton & Associates Rob Stiehl Sharp School Services Skillman Statewide Credit Texas Roadhouse Tyson Modulars Umbaugh UMB University of Indianapolis VALIC

Special Thank You to our Putting Green Sponsor

6

Special Thank You to our Golf Event Gift Sponsor

11

Special Thank You to our Beverage Sponsors



CONGRATULATIONS 2011 SCHOLARSHIP WINNERS($1,000 Scholarships)

Jeffrey Hunnicutt Brian Menzie Indianapolis, Indiana Pierceton, Indiana Indiana University Huntington University Major: Vocal Performance Major: Ministry Parent: David Hunnicutt, MSD of Lawrence Township Parent: Phil Menzie, Fairfi eld Community Schools

Kelsey Searles Fillmore, Indiana Indiana University Major: Pre-dentistry/Biology Parent: Linda Searles, MSD of Pike Township

Hillary Smith Shelbyville, Indiana Indiana University Major: Human Biology Parent: Weedie Smith, Decatur County School Corp.

CONGRATULATIONS2011

PATTY BONDMEMORIAL SCHOLARSHIP

WINNERChase Lockwood Auburn, Indiana Manchester College Major: Secondary Education Parent: Angie Lockwood, DeKalb County Central Consolidated School Corp.

4

Special Thank You to our Presenting Sponsor

13

Special Thank You to our Golf Prize Sponsors

HARRIS Personal Financial Services

Horace Mann Founded by Educators for Educators


SEPTEMBER 29 BUSINESS OFFICE 202 SEMINARThe fi rst IASBO seminar for this school year is scheduled for Thursday, September 29 at Primo West in Plain-fi eld. The IASBO Accounting & Budgeting Research Committee has developed an excellent seminar entitled “Business Offi ce 202”. The primary emphasis of the seminar is PAYROLL issues. The agenda for the seminar is as follows:

8:30 a.m. Registration9:00 a.m. New Hires (Criminal Background Checks, Employee vs. Independent Contractor, New Employee Checklist, Enrollment Forms - Federal, State, New Hire, Direct Deposit, TRF, PERF, 401A, 403B, 457, VEBA, Section 125, Insurances, etc.) Presenters: Lana Crum, Payroll Manager, and Tonia Withers, Tippecanoe School Corporation

9:30 a.m. Payroll Compensation (Types of Compensation and Pay Adjustments - New Employee Pay, Terminating Pay, Pay Increases, Increment, Stipends, Extra- Curricular Pay, Back Pay, Overtime Pay-Both Exempt and Non-Exempt, Lost Pay, Leave Pay, etc.) Presenter: Vickie Andrews, Treasurer, Southern Wells School Corporation

10:30 a.m. Break10:45 a.m. Payroll Deductions (Types of Deductions - Pre-Tax, Post-Tax, Mandatory Deductions, Voluntary Deductions, Garnishments, Child Support, Property Tax, Bankruptcy, etc. and Deduction Adjustments - FMLA, Lost Time, Starting Deductions, Stopping Deductions, Section 125, etc.) Presenter: Chelle’ Jordan, Payroll Supervisor, MSD of Lawrence Township

Noon Lunch1:00 p.m. Payroll Balancing and Reporting (Use of Clearing Accounts and Payroll Reports - Biweekly, Monthly, Quarterly, Annual, Taxes Mandatory Deductions, Voluntary Deductions, TRF, PERF, State Unemployment, W-2’s, 100R, etc.) Presenter: Amanda Brackett, Supervisor of Business Services, MSD of Washington Township

2:30 p.m. Employment Separation (Types of Separation - Retired, Resigned, Fired, Death, etc., Separation Checklist, Separation Forms - Retirement, COBRA, etc., and Other Considerations - Severance, Wage Payoffs, Deduction Adjustments, Vacation, Compensatory Time, etc.) Presenters: Kim Boston, Benefi ts Specialist, and Camille Matthews, MSD of Pike Township

3:30 p.m. Adjournment

12

Special Thank You to our Signage/Printed Materials Sponsor

Special Thank You to our Driving Range Sponsor

♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

5

Thank you to the IASBO Foundation’s

GOLF FOUNDING FATHERS

Gold Level

Performance Services, Inc. JP Morgan Chase Ice Miller Ace Signs Systems, Inc. Crowe Chizek & Co. Siemens Sanders Office Products Envoy, Inc. Schmidt Associates, Inc. City Securities Corporation London Witte Group, LLC Coca Cola CRF Financial Group, Inc.

Silver Level

Boyce Forms-Systems / Komputrol Tyson Corporation

AIG-Valic

Bronze Level

MSKTD · Dunn & Associates Benefit Administrators · Educational Services · Barnes & Thornburg, LLP · Construction Control · Hillyard · CDWG · Barton-Coe-Vilamaa · IKON · US Bank Corporate Trust Services · Anthem Blue Cross & Blue Shield · Service Supply, Ltd. Inc. · Software System, Inc. · Skyward, Inc. · Energy Systems Group · Konica-Minolta Business Solutions · Fifth Third Bank · The Skillman Corporation · Bank of New York Trust Co. · Bolden’s Cleaning & Restoration Services · Umbaugh · Veazey Parrott Durkin & Shoulders · Reggie Laconi · Grand Wayne Convention Center · Gibraltar Design, Inc. · Hylant Group · William Roberson · John Britton · Coughanowr Insurance Agency, Inc. · Stan Jacob · Eric Rody · AIG Valic/Mark McQueen

Ben Bain—Schmidt AssociatesKaren Canary—Clark-Pleasant SCDenny Costerison—Indiana ASBOKim Fox—Tippecanoe SCBob Harris—Educational Services Co.Jane Herndon—Ice MillerDavid Holt—MSD Warren Twp.Bob Kocher—Bank of NY MellonJoe Licata—MSD Washington Twp.Mark Miller—Indiana ASBOJohn Perkins—Indianapolis PSRandy Ruhl—City SecuritiesSteve Sonntag—Clark-Pleasant SCDennis Tackitt—MSD Wayne Twp.Tim Thoman—Performance ServicesBart York—Skillman CorporationRon Wallman—Horace Mann

Ben Bain—Schmidt AssociatesKaren Canary—Clark-Pleasant SCDenny Costerison—Indiana ASBOKim Fox—Tippecanoe SCBob Harris—Educational Services Co.Jane Herndon—Ice MillerDavid Holt—MSD Warren Twp.Bob Kocher—Bank of NY MellonJoe Licata—MSD Washington Twp.Mark Miller—Indiana ASBOJohn Perkins—Indianapolis PS

IASBO Foundation Golf C

ommittee


IASBO Registration Form

Business Office 202 (Payroll) Seminar

September 29, 2011 Primo West, Plainfield IN

Corporation _________________________________________________________________ Phone or email _______________________________________________________________ The following individual(s) plan to attend the seminar on September 29, 2011: Name/Title

IASBO Member

$115

Non-Member

$155

Enclosed is a check Please bill the corporation (PO#_______)

Please return this form to:

IASBO One N. Capitol Ave., Suite 1215

Indianapolis, IN 46204-2095 317-639-3586

317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by September 23, 2011.


OCTOBER 6 SEMINAR REGARDING SEA 1 AND SEA 575Indiana ASBO will sponsor a seminar on October 6 at Primo West in Plainfi eld that will provide information on SEA 1, teacher evaluation, and SEA 575, teacher collective bargaining. The title of the seminar is “Evalu-ation Models, Complensation Models, and Collective Bargaining Strategies”. The IASBO Human Resources Research Committee has created a seminar that addresses the major elements of these signifi cant measures from the 2011 General Assembly. The agenda for the seminar is as follows:

8:30 a.m. Registration9:00 a.m. Welcome and Overview9:05 a.m. Overview/Update of Senate Enrolled Act 1 - Timelines for Implementation Presenter: Susan Traynor Chastain, Esq., Bose, McKinney & Evans LLP9:45 a.m. The Indiana Department of Education Evaluation Model Presenter: Mindy Schlegel, Senior Advisor for Teacher Quality, Indiana Department of Education10:30 a.m. Break10:45 a.m. Alternative Evaluation Models Being Piloted Presenters: Mary Rehlander, Assistant Superintendent for Human Resources, MSD of Warren Township; Tom Keeley, Director of Business and Personnel, Beech Grove City Schools; and Russ Mikel, Superintendent, Bremen Public Schools11:30 a.m. Lunch12:30 p.m. Proposed Compensation Model from the Indiana Department of Education Presenter: Will Krebs, Senior Advisor for Policy and School Leadership, Indiana Department of Education1:15 p.m. Compensation Model Question and Answer Session Panelists: Will Krebs, Indiana Department of Education; Dan Clark, Executive Director, Indiana Education Roundtable; David Holt, Chief Financial Offi cer, MSD of Warren Township; Joe Licata, Chief Business Offi cer, MSD of Washington Township; and Marvin Ward, Business Manager, Brownsburg Community School Corporation2:00 p.m. Break2:15 p.m. Collective Bargaining Overview (SEA 575) and Strategies Presenter: Susan Traynor Chastain, Esq., Bose McKinney and Evans LLP3:00 p.m. New Fact Finding Procedures

Presenters: Mike McConnell, Chair, Indiana Education Employment Relations Board, and Marlin Creasy, Consultant, IEERB

3:30 p.m. Adjournment

Please share this information with others in your corporation who would benefi t from this excellent seminar. The registration form for this seminar is on page 10. This information can also be found on the IASBO web site.

12

Special Thank You to our Signage/Printed Materials Sponsor

Special Thank You to our Driving Range Sponsor

♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦

5

Thank you to the IASBO Foundation’s

GOLF FOUNDING FATHERS

Gold Level

Performance Services, Inc. JP Morgan Chase Ice Miller Ace Signs Systems, Inc. Crowe Chizek & Co. Siemens Sanders Office Products Envoy, Inc. Schmidt Associates, Inc. City Securities Corporation London Witte Group, LLC Coca Cola CRF Financial Group, Inc.

Silver Level

Boyce Forms-Systems / Komputrol Tyson Corporation

AIG-Valic

Bronze Level

MSKTD · Dunn & Associates Benefit Administrators · Educational Services · Barnes & Thornburg, LLP · Construction Control · Hillyard · CDWG · Barton-Coe-Vilamaa · IKON · US Bank Corporate Trust Services · Anthem Blue Cross & Blue Shield · Service Supply, Ltd. Inc. · Software System, Inc. · Skyward, Inc. · Energy Systems Group · Konica-Minolta Business Solutions · Fifth Third Bank · The Skillman Corporation · Bank of New York Trust Co. · Bolden’s Cleaning & Restoration Services · Umbaugh · Veazey Parrott Durkin & Shoulders · Reggie Laconi · Grand Wayne Convention Center · Gibraltar Design, Inc. · Hylant Group · William Roberson · John Britton · Coughanowr Insurance Agency, Inc. · Stan Jacob · Eric Rody · AIG Valic/Mark McQueen


IASBO Registration Form

Evaluation Models, Compensation Models, and Collective Bargaining Strategies Seminar

October 6, 2011

Primo West, Plainfield IN

Corporation _________________________________________________________________ Phone or email _______________________________________________________________ The following individual(s) plan to attend the seminar on October 6, 2011: Name/Title

IASBO Member

$115

Non-Member

$155

Enclosed is a check Please bill the corporation (PO#_______)

Please return this form to:

IASBO One N. Capitol Ave., Suite 1215

Indianapolis, IN 46204-2095 317-639-3586

317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by September 30, 2011.


2011September 16-19 ASBO International Annual Meeting Seattle, Washington

September 26-27 ISBA/IAPSS Annual Meeting Convention Center, Indianapolis

September 29 PD Seminar – Business Offi ce 202 Primo West, Plainfi eld

October 6 PD Seminar – Evaluation Models, Compensation Models & Collective Bargaining Strategies Primo West, Plainfi eld

October 14 PD Seminar – Offi ce Professionals Issues Primo West, Plainfi eld

October 18 Certifi cation Course Primo West, Plainfi eld • Budget Oversight & Financial Reporting

November 2 Facilities Expo Primo West, Plainfi eld

November 9 Certifi cation Courses Primo West, Plainfi eld • Fund Accounting/Budget Cycle • Accounting Management Systems (Technology)

November 11 Extracurricular Accounting Seminar Chesterton High School, Chesterton

November 17 PD Seminar – School Finance Issues Primo West, Plainfi eld

November 18 ISBA Current Issues in Special Education Seminar Wyndham Indianapolis West Hotel

November 24-25 Thanksgiving

December 1-2 IAPSS Annual Meeting Marriott East Hotel, Indianapolis

December 6 Certifi cation Courses Primo West, Plainfi eld • Introduction to Facilities & Grounds Admini. • Landscape and Grounds Management

December 8 IASBO Board Meeting Primo West, Plainfi eld

September 16-19 ASBO International Annual Meeting

2011-12 Indiana ASBO Professional Development Calendar

December 9 ISBA School Law Seminar Marriott East Hotel, Indianapolis

December 13 PD Seminar – Human Resources Issues Primo West, Plainfi eld

December 25 Christmas

2012January 1 New Year’s Holiday

January 18-19 Winter Institute – Certifi cation Courses Primo West, Plainfi eld • Leadership • Introduction to Human Resources Admin. • Labor Relations/Contract Administration • Group Health/Medical Insurance

January 26 PD Seminar – School Transportation Issues Primo West, Plainfi eld

January 27 Treasurer’s Workshop - #1 MSD of Pike Township Administration Offi ce, Indianapolis

February 9 Certifi cation Course MSD Warren Township, Indianapolis • Budgeting Fundamentals

February 10 Budget Workshop - #1 MSD Warren Township, Indianapolis

February 15 PD Seminar – Technology Issues Primo West, Plainfi eld

February 16-19 AASA Annual Meeting Houston, Texas

February 16-19 ASBO International Executive Leadership Forum Orlando, Florida

February 17 Treasurer’s Workshop - #2 MSD of Pike Township Administration Offi ce, Indianapolis

March 8 Treasurer’s Workshop - #3 MSD of Pike Township Administration Offi ce, Indianapolis

continued on page 12


March 9 IASBO Board Meeting Primo West, Plainfi eld

March TBD PD Seminar – Business Management Issues Primo West, Plainfi eld

March 15 Extracurricular Accounting Seminar Primo West, Plainfi eld

March 16 Budget Workshop - #2 MSD of Warren Township

2011-12 Indiana ASBO Professional Development Calendar

April 6 Good Friday

April 12 Budget Workshop - #3 MSD of Warren Township

April 13 Treasurer’s Workshop - #4 MSD of Pike Township Administration Offi ce, Indianapolis

April 18 Certifi cation Courses Primo West, Plainfi eld • Governance and Operational Relationships

• Maintenance Operations

April 21-23 NSBA Annual Meeting Boston, Massachusetts

May 9-11 IASBO Annual Meeting Events Center, French Lick Certifi cation Courses • School Law & Administrative Rules – Advanced • Collective Bargaining Strategy & Law • Accrual Accounting • Transportation Administration

May 18 Budget Workshop - #4 MSD Warren Twp, Indianapolis

May 28 Memorial Day

June 8 IASBO Leadership Conference TBD, Indianapolis

June 15 Joint School Finance Seminar Wyndham West Hotel, Indianapolis

June 18-19 Summer Institute Primo West, Plainfi eld Certifi cation Courses • School Law & Administrative Rules – Basic • Public Relations & Internal Communications • Principles of Education • Managing People

6


11




Seventh Circuit Court of Appeals DecisionsTitle IX is not an exclusive remedy for gender discrimination in schools and therefore does not preclude suit under 20 U.S.C. §1983.

Following the decision of the U.S. Supreme Court in Fitzgerald v. Barnstable School Committee, the Seventh Circuit Court of Appeals held that a plaintiff could proceed with her gender discrimination claim pursuant to 20 U.S.C. § 1983. Trentadue v. Redmon, 619 F.3d 648 (7th Cir. 2010).

A male instructor in the Junior Reserve Officer Training Corps (JROTC) program at a high school sex-ually abused a female student enrolled in the program. She reported the abuse to her mother, and then to the high school guidance counselor the very next day. The guidance counselor immediately contacted the superin-tendent. When confronted by the superintendent about the allegations, the instructor admitted to the miscon-duct and resigned from the school district.

The victim filed a lawsuit pursuant to 20 U.S.C. § 1983 against the instructor and his supervisor and a claim under Title IX against the school district. She eventually dropped her § 1983 claim against the in-structor. The district court dismissed the claim against the supervisor based on circuit caselaw holding that Title IX displaces § 1983 as a remedy against school officials for sex discrimination in schools. The district court then granted summary judgment in favor of the school district after finding no evidence that school officials knew of the instructor’s misconduct and/or failed to stop it. The victim appealed to the Seventh Circuit Court of Appeals.

Shortly after the appeal was filed, the U.S. Su-preme Court concluded, in Fitzgerald v. Barnstable School Committee, that Title IX did not displace § 1983 claims against school officials because it was not intended to be the exclusive remedy for address-ing gender discrimination in schools. In the opinion of the Court, § 1983 suits based on the Equal Protection Clause remained available to plaintiffs alleging uncon-stitutional gender discrimination in schools. Based on this conclusion, the Seventh Circuit reversed the dis-trict court’s decision with respect to the § 1983 claim. Additionally, in light of the fact that the evidentiary record had been fully developed and that both claims hinged on the same facts, the court proceeded to deter-

Excerpts from The ISBA Legal Educator By Lisa F. Tanselle, Esq.

mine whether there were any material factual disputes for trial on either of the victim’s claims.

The appellate court first noted that liability under § 1983 required some evidence that the instructor’s supervisor had knowledge of the sexual misconduct and facilitated, approved, condoned, or turned a blind eye to it. Likewise, for the school district to be liable under Title IX for the instructor’s sexual harassment of the student, a school official with authority to institute corrective measures had to have actual knowledge of the misconduct and be deliberately indifferent to it. According to the court, it was undisputed that no administrator or other school official knew about the instructor’s sexual abuse of the student prior to her dis-closure of the inappropriate behavior. Therefore, there could be no liability under either § 1983 or Title IX. The court thus determined summary judgment on both claims was appropriate.

Federal District Court DecisionsSchool corporation that allowed a swim club to use its facilities was not liable for instructor’s clandes-tine filming of female swimmers.

Because a swim club instructor was not acting as an agent of the school corporation when he videotaped female swimmers undressing, the school corporation was not liable for alleged violations of a swimmer’s Fourth Amendment rights or gender discrimination under Title IX. Taflinger v. Hindson, 2011 WL 304699 (S.D.Ind. 2011).

Brian Hindson organized a swim club under the auspices of U.S. Swimming, a nonprofit corporation comprised of coaches and swimmers across the coun-try. The swim club used the pool at Westfield-Wash-ington Schools for practices. As the swim club instruc-tor, Hindson had unrestricted access to the school’s pool and facilities. Unbeknownst to anyone, he had placed a videocamera in a locker that recorded footage of female swimmers changing in the coaches’ office. After the FBI received a report that Hindson had sold a computer on eBay that contained pornographic images, the FBI obtained a search warrant and discovered the video footage of the swimmers changing. One of the swimmers, Traflinger, filed suit against U.S. Swim-



ming and Westfield-Washington Schools. Taflinger specifically alleged that the school corporation violated her Fourth Amendment rights by ignoring the sub-stantial risk that Hindson would exploit his privileges at the school to satisfy his sexual appetite for young women and that the school corporation was liable un-der Title IX for gender discrimination.

The district court dismissed the Fourth Amendment claim after finding that Hindson was not an employee of the school corporation, but instead was a private actor. Since the Fourth Amendment does not apply to searches or seizures performed by private individuals, the court granted summary judgment for the school corporation on this claim.

With respect to the swimmer’s discrimination claim, the court found there was no reasonable evi-dence that the school had actual knowledge of the instructor’s videotaping. In absence of any such knowledge, the school corporation could not be held liable under Title IX. Therefore, the court granted sum-mary judgment in favor of the school corporation on this claim as well.

Indiana Court of Appeals DecisionsSchool corporation was not required to transport nonpublic schools on special routes for the sole benefit of the nonpublic school students.

Finding that Indiana’s law requires a public school corporation to accommodate nonpublic school students on its regular routes and not create special routes or spe-cial buses for their exclusive benefit, the court upheld the school board’s decision to stop transporting non-public school students to the nonpublic school. Roman Catholic Archdiocese of Indianapolis, Inc. v. Metropoli-tan School District of Lawrence Township. 945 N.E.2nd 757 (Ind.App. 2011).

For over 10 years, the M.S.D. of Lawrence Town-ship picked up nonpublic school students from their residences on bus routes ridden by public school stu-dents and transported them to one of three middle schools within the district. From the middle schools, the nonpublic students were transported on shuttle buses directly to one of two nonpublic schools located within the boundaries of the public school district. In 2010, due to a deficit in the transportation budget, the school board initially voted to assess a fee for the transportation

Excerpts from The ISBA Legal Educator continued . . .

service to the nonpublic schools. The Archdiocese of In-dianapolis filed a petition for injunctive and declaratory relief. The trial court judge determined that the school district had met its statutory obligation to transport nonpublic students on regular routes established by the school district, that the school district had not exceeded its legal authority, and that the school district had not levied a fine or penalty against the nonpublic school students. Therefore, the trial court concluded that, if nonpublic school students wanted the school district to transport them from the district’s middle schools to the nonpublic schools, the students had to pay for the actual transportation costs incurred by the school district. After the court’s decision, the school board voted to termi-nate the shuttle bus service from the middle schools to the nonpublic schools. The school district continued to transport the nonpublic school students from their resi-dence to the three middle schools.

Shortly after the board’s decision to terminate the shuttle service, several parents filed a complaint for declaratory judgment and injunctive relief. A trial court judge determined that the parents’ claims were almost identical to those of the Archdiocese it its lawsuit and therefore concluded they were barred by the doctrine of res judicata. Despite making this determination, the judge went on to address the merits of the parents’ claim and ultimately ruled in favor of the school district. After this decision, the Archdiocese moved to consolidate its appeal of its claim with that of the parents.

The Court of Appeals first noted that there was no dispute between the parties as to the school district’s obligation under IC 20-27-22-1(a) to provide transporta-tion to nonpublic school students who reside on or near its regular school bus routes. The parties’ disagreement was to the nature and extent of the school district’s obli-gations under IC 20-27-11-1(b) to transport the nonpub-lic school students “to and from the nonpublic school or to and from the point on the regular route that is nearest or most easily accessible to the nonpublic school.” In the opinion of the court, this statutory language autho-rized the school district to drop off nonpublic school students at either the nonpublic school or the point on the regular route nearest or most easily accessible to the nonpublic school. “Because the statute expressly con-templates an alternative drop-off point to the nonpublic school, it cannot reasonably be construed as mandat-



ing the school district to deliver the nonpublic school students to the nonpublic schools.”

In support of this conclusion, the Court of Appeals noted its decision in Frame v. South Bend Community School Corporation and two official opinions of the Attorney General. Specifically, the court cited a 1936 opinion wherein the Attorney General concluded that school trustees were only obligated to furnish transpor-tation to nonpublic school students when they could be “accommodated in the school bus already in operation over the regularly established school route in question.” The court also referenced a 1980 opinion wherein the Attorney General concluded that a school corporation is not required to revise a bus route to accommodate parochial school children. According to the Court of Ap-peals, these precedents “reflect Indiana’s goal of ensur-ing public safety and efficient allocation of public funds such that where a school district has already expended transportation resources that can benefit both nonpublic and public school students, nonpublic school students should certainly benefit from the outlay; however, the school district is not required to undertake additional expenses, to revise its existing bus routes, or to other-wise devote its funds such that they accommodate only nonpublic school students in the manner they desire.” The court thus concluded that the statute did not man-date Lawrence Township to provide special school bus routes and free shuttle bus services not already in effect, for the sole benefit of the nonpublic school students.

Public Access Counselor OpinionsSchool board did not violate the Open Door Law by separating into small groups for the purpose of receiving public input.

Because the public does not have the right to speak at public meetings, the Public Access Counselor concluded the school board did not violate the Open Door Law. Formal Complaint 11-FC-75, Public Access Counselor, April 18, 2011.

The East Allen County School Board adopted a policy whereby it receives public input by dividing into three groups that meet in different rooms. An administrator is present with each of the groups and is responsible for taking notes so that the board mem-bers can listen and dialogue with the members of the community. A patron filed a complaint with the Public

Excerpts from The ISBA Legal Educator continued . . .

Access Counselor (PAC), alleging that this practice violated the Open Door Law (ODL).

The PAC first noted that Indiana law does not re-quire that the public be given the opportunity to speak at school board meetings. The law only requires that meetings of public agencies be open to the public. Thus, the PAC concluded the school board did not violate the ODL by failing to allow public commentary at its regular meetings.

Secondly, the PAC noted that the ODL applies only to meetings wherein a majority of the governing body is gathered for the purpose of taking official action upon public business. In this case, since the small group sessions only included two or three members of the seven board members, the board did not hold a meeting subject to the ODL. However, the PAC cau-tioned the school board to be aware of the serial meet-ings provision of the ODL when having gatherings of less than a majority of the board.

School corporation violated the Access to Public Records Act by refusing to release the superinten-dent’s contract addendum on the basis that it has not been signed by the board president.

Opining that draft or incomplete records are disclos-able records, the Public Access Counselor concluded the school corporation violated the Access to Public Records Act by not releasing the superintendent’s contract addendum because it had not yet been signed by the board president. Formal Complaint 11-FC-87, Public Access Counselor, April 8, 2011.

A patron filed a request with the school corporation for salary information for certain school officials and personnel reports. When the patron did not receive the records, she filed a complaint with the Public Access Counselor (PAC). The superintendent responded to the complaint, maintaining that records responsive to the request had been mailed, with the exception of the superintendent’s contract addendum. That record had not been mailed since it had not yet been signed by the school board president. The PAC noted that this was not a basis for withholding a record since draft or incomplete records are still disclosable. Therefore, the PAC concluded that the school corporation violated the Access to Public Records Act by failing to release the contract addendum.


Administrator AssistanceSteven R. Wittenauer35 Adeway CourtWest Lafayette, IN 47906Bus: (765) [email protected] to administrative challenges

Alliance Environmental Group, Inc.Michelle Wilmouth5340 Commerce Circle, Suite EIndianapolis, IN 46237(317) 865-3400 Fax (317) [email protected] management staff providing environmental solutions with outstanding customer service.

American AppraisalMichael A. Domin801 Warrenville Rd., Ste 600Lisle, IL 60532(630) 541-4650 Fax (630) [email protected]

American Fidelity Assurance CompanyKim Pugliese8435 Georgetown Rd Ste 1100Indianapolis IN 46268(317) 871-2480 Fax (317) 871-2490 [email protected] 125 administration, dependent au-dit verifi cation, 403(b), group & voluntary products.

American Heritage Protective ServicesJason Yeggy1075 Broad Ripple Avenue, Suite 234Indianapolis, IN 46220(317) 771-3985 Fax (708) [email protected] Services

Anthem Blue Cross & Blue ShieldBill Burris220 Virginia Ave.Indianapolis, IN 46204(317) 287-5782 Fax (317) [email protected] health benefi t programs focused on wellness and preventative care, includ-ing consumer driven health plans.

Arthur J. Gallagher Risk Management Services, Inc.Michael McHughThe Gallagher CentreTwo Pierce PlaceItasca, IL 60143-3141(630) 285-4373 Fax (630) [email protected] property/casualty, workers com-pensation, employee based student accident coverages for K-12 & charter schools.

Asset Control Solutions, Inc.Sean R. Rager935 N. Plum Grove Rd., Ste ESchaumburg, IL 60173(224) 353-6008 Fax (630) [email protected] fi xed asset inventory valuation for insurance replacement cost purposes. We proactively serve you.

AssetWorks Appraisal, Inc.Eric Scapillato4955 Steubenville Pike, Suite 401Pittsburgh, PA 15205(412) 809-0600 Fax (412) [email protected] asset inventory and valuation fi rm specializing in GASB 34 compliance & property insurance reporting.

Atlas Collections, Inc.Al Holdren420 W. Washington StreetMuncie, IN 47305(765) 751-3209 Fax (765) [email protected] & fees collection services

AXA Advisors-EquitableRobert W. Turner8720 Castle Creek Pkwy., Suite 231Indianapolis, IN 46250(317) 558-3602 Fax (317) [email protected]: Retirement/investment planning with administrators, educators and staff.

Bank of New York Mellon Trust Co., N.A., TheBob Kocher300 N. Meridian St., Ste. 910Indianapolis, IN 46204(317) 637-7777 Fax (317) [email protected] leading provider of bond trustee, paying agent and investment services for school corporations.

Barnes & Thornburg, LLPJeff Qualkinbush11 S Meridian StreetIndianapolis, IN 46204(317) 231-7753 Fax (317) [email protected] bond, labor and other attorney services to Indiana school corporations.

Barton-Coe-Vilamaa Architects & Engineers, Inc.Brad Stoller225 Airport North Offi ce ParkFort Wayne, IN 46825(260) 489-9079 Fax (260) [email protected] 1969, Barton-Coe-Vilamaa has pro-vided practical and cost-effective design solutions to Indiana school corporations.

Beck Studios, Inc.Cathie Haverkamp1001 Tech DriveMilford, OH 45150(513) 831-6650 Fax (513) [email protected] rigging, drapery, lighting

Betco CorporationTerry Scott1001 Brown Ave., PO Box 3127Toledo, OH 43607-0127(419) 509-6611 Fax (419) [email protected] engineers innovative cleaning pro-grams that enhance productivity, cut labor costs, and save money.

Blakley Corporation, TheTom Cartmell8060 E. 88th St.Indianapolis, IN 46256(317) 576-8368 Fax (317) [email protected] fl ooring, terrazzo restoration, carpet, VCT, polished concrete, budget numbers and design consulting.

Bookkeeping Plus, Inc.Beth Reynolds232 E. McClarnon DriveGreenfi eld, IN 46140(317) 462-2049 Fax (317) [email protected] Service

Bose McKinney & EvansChuck Rubright111 Monument Circle, Suite 2700Indianapolis, IN 46204(317) 684-5000 Fax (317) [email protected] K-12 school districts in labor disputes, special education, public fi nance, construction projects and insurance trusts.

Boyce Forms-Systems/KomputrolMike Galliher9401 Innovation DrivePO Box 669Daleville, IN 47334-0669(317) 664-7400 Fax (317) [email protected]“Komputrol” fi nancial siftware, “K-Time” time keeping application, on line paystub and business forms printing.

Buckeye Cleaning Center - IndianapolisJeremy Cracraft8432 East 33rd StreetIndianapolis, IN 46226(317) 897-0880 Fax (317) [email protected] supplies, hand hygiene, food service supplies

ChaseSherry A. DietzenSuite IN1 - 00451 East Ohio St, 4th Fl TowerIndianapolis, IN 46277-0045(317) 767-8337 Fax (317) [email protected] team of experienced relationship manag-ers to serve the needs of local and state Government. Distinguished by strongcustomer relationships, quality products and excellent service.

Church Church Hittle & AntrimDavid Day938 Conner St.; PO Box 10Noblesville, IN 46061(317) 773-2190 www.cchalaw.com

City Securities CorporationRandy Ruhl30 S. Meridian St., Suite 600Indianapolis, IN 46204(317) 808-7102 Fax (317) [email protected]’s largest independently owned investment banking fi rm specializing in fi nancial consulting and bond underwriting.

ClaimAid Consulting CorporationChas LaPierre8141 Zionsville Rd.Indianapolis, IN 46268(317) 295-4050 Fax (317) [email protected] helps obtain Medicaid reimburse-ments for services the school provides to qualifying special education students

Connection Point Benefi tsMichael W. SteelePO Box 146Pittsboro, IN 46167(317) 852-5707 Fax (317) 286-2608mike@connectionpointbenefi ts.comWe specialize in core benefi t communica-tions & enrollment assistance, Section 125 and voluntary benefi t enrollments.

Construction Control, Inc.Jack Krouse9602 Coldwater RdFort Wayne, IN 46825(260) 489-1400 Fax (260) [email protected] management/program management

CorVel CorporationSally Ferguson301 Pennsylvania Parkway, Suite 200Indianapolis, IN 46280317-819-6300 Fax [email protected] offers workers compensation & liability TPA services that reduce costs for clients.

Cripe Architects + EngineersBruce Breeden3939 Priority Way South Dr., Suite 400Indianapolis, IN 46240(317) 844-6777 Fax (317) [email protected] and engineering design services for schools of the future.

CSO ArchitectsRosemary Rehak280 E. 96th Street, Suite 100Indianapolis, IN 46240(317) 848-7800 Fax (317) [email protected] for state-of-the art 21st century educational facilities renovation or new construction.

Descon, Inc.Jeanna DeSutter108 E. College Ave.Brownsburg, IN 46112(317) 852-6300 Fax (317) [email protected] provides unique foodservice solu-tions through consulting and products to increase participation & revenue.

Downey InsurancePatrick Downey302 S. Reed Rd.PO Box 1247Kokomo, IN 46903(765) 457-9161 Fax (765) [email protected] and risk management for Indiana public entities including school corporations.

IASBO Business Associate Members


Dunn and Associates Benefi t AdministratorsCathy Dunn4550 Middle Rd., Suite AColumbus, IN 47203(812) 378-9960 Fax (812) 378-9967Cdunn@dunnbenefi t.comThird Party Administrators specializing in medical stop loss, life insurance, workers compensation and disability coverage.

DynaCal, LLCArlan YoderPO Box 32Archbold, OH 43502(419) [email protected] calendaring and facility sched-uling solutions for K-12 schools.

E&I Cooperative PurchasingRoger Cooper12608 E. 86th St.Indianapolis, IN 46236(317) 823-4252 Fax (317) [email protected] 100 competitively awarded contracts from top suppliers. Technology, MRO, furniture, offi ce supplies and more.

Education Networks of AmericaMerle Gruesser320 N. Meridian St., Suite 118Indianapolis, IN 46204(317) 612-2850 Fax (317) [email protected] provides managed network & com-munications services to customers in educa-tion, library and government sectors.

Educational Services CompanyBob Harris3535 E 96th Street, Suite 126Indianapolis, IN 46240(317) 818-3535 Fax (317) [email protected] Services Company has been providing Indiana schools with a full scope of educational management servicessince 1989.

EMCOR Construction ServicesJ. Scott Wood5128 W. 79th St.Indianapolis, IN 46268(317) 822-7895 Fax (260) [email protected] and build construction services, energy management guaranteed energy savings contracts, building operatingservices.

Energy Education, Inc.David Glessner5950 Sherry Lane, Suite 900Dallas, TX 75250(940) 867-2991 Fax (214) [email protected] Education creates and implements customized, comprehensive, people-driven energy conservation programs.

Energy Systems GroupMark Falahee3905 Vincennes Rd Suite 505Indianapolis, IN 46268(317) 228-3676 Fax (317) [email protected] Services

Engineered Systems of Indiana, LLCDan Johnson/Ron Boots580 Longford WayNoblesville, IN 46062(317) 877-8867 Fax (317) [email protected] complete roofi ng services from products, surveys, details, specifi cations & evaluations to owners, architects & consultants.

Envoy, Inc.Full Name: Larry DawsonCompany: Envoy, Inc.6330 E 75th Street, Suite 170Indianapolis, IN 46250(317) 594-4600 Fax (317) [email protected] of capital projects for Indiana School Corporations.

Ergo Resource Management, Inc.Thomas E. Green801 N Huntington Street, Suite 7Syracuse, IN 46567(574) 457-8020 Fax (574) [email protected] and human resource consult-ing services, OSHA, EPA, and indoor air quality program assistance.

Fanning/Howey Associates, Inc.Daniel Mader9025 N. River Rd. Suite 200Indianapolis, IN 46240(317) 848-0966 Fax (317) [email protected]/Engineers widely credited with setting new standards in fl exible and in-novative school design.

Fifth Third Bank, IndianaPaul Burch251 N Illinois Street, Suite 1200Indianapolis, IN 46204(317) 383-2668 Fax (317) [email protected] municipal services for school corporations, including municipal leasing, investment management and depositoryservices.

Fifth Third Securities Inc.Steven A. MenoSuite 1200251 N. Illinois St.Indianapolis, IN 46204(317) 383-2364 Fax (317) [email protected] underwriting and fi nancial services, bond refi nancing, tax exempt leases, bond reinvestments, energy loans, TANS.

Fink Forms, Inc.Charles Fink429 E. Dupont Rd. #94Fort Wayne, IN 46825-2055(260) 489-7149 Fax (260) 489-8253dchase@fi nkforms.comComputerized state budget forms linked in an Excel spreadsheet.

French Associates, Inc.Christopher SchmidtFrench Associates, Inc.9265 Counselors Row, Suite 104Indianapolis, IN 46240(317) 663-4577 Fax (248) [email protected] design, campaign strategy/marketing

GCA Services GroupRob Miller1350 Euclid Ave.Cleveland, OH 44115(888) 588-0863 Fax (865) [email protected], facilities operations mainte-nance and grounds management services.

Gibraltar Design, Inc.Alex Nelson9102 N Meridian Street, Suite 300Indianapolis, IN 46260(317) 580-5777 Fax: (317) [email protected] Design is an Architectural and Engineering fi rm focused on quality and cost-effective educational facilitysolutions.

Gordon Food ServiceRayona Baker342 Gordon Industrial DriveShepherdsville, KY 40165(502) 215-1000 Fax (502) [email protected] distributor.

Graebel Indianapolis MoversTrent HarrisGraebel Indianapolis Movers6751 E. 30th St., Suite CIndianapolis, IN 46219(800) 373-9955 Fax (317) [email protected] moving company with vast experience moving schools and libraries all over Indiana.

GRBS, Inc.Michelle Kershner1200 Front Avenue, NWGrand Rapids, MI 49504(900) 441-4463 Fax (616) 451-2201www.grbsinc.comGRBS is a leader in the industry for the past 95 years.

Group Alternatives, Inc.Gary J. Gabel650 E. Algonquin Road, Suite 301Schaumburg, IL 60173(888) 777-9363 Fax (847) [email protected], innovative and cost effective employee benefi t consulting services.

GSF USA, Inc.Sallie Jones107 S. Pennsylvania St., Suite 300Indianapolis, IN 46204(317) 262-4959 Fax (317) 262-4956 [email protected] service commercial cleaning company.

Harris Bank, N.A.Katie Aeschliman3901 W. 86th St., Suite 130Indianapolis, IN 46268(317) 228-5193 Fax (317) [email protected] Bank provides banking & fi nancial solutions to government, education & non-for-profi t organizations.

Hilliard LyonsDavid Wimmer14390 Clay Terrace Blvd., Suite 241Carmel, IN 46032(317) 848-5609 Fax (317) [email protected] underwriting services for Indiana school corporations.

Horace Mann CompaniesJoanne Holman301 E. Carmel Drive, Suite G300-002Carmel, IN 46032(317) 435-3682We specialize in providing 403 (b), Section 125 and auto insurance payroll deductions to school employees.

HPSJennifer Zech3275 N. M-37 Hwy.PO Box 247Middleville, MI 49333(269) 795-3308 Fax (269) [email protected], super-regional group pur-chasing organization that provides competi-tive contracts, dealership pricing onfurniture & equipment complemented by interior design, supporting the membership’s bottom line.

HR AmericaJoe Harmon1833 Magnavox WayFort Wayne, IN 46804(800) 837-4787 Fax (260) [email protected]’s leading provider of HR, benefi ts, workers comp, and payroll offering PEO, ASO, or a-la-carte services.

Huntington National BankMichael Gilmore45 N. Pennsylvania StreetIndianapolis, IN 46204(317) 237-2504 Fax (317) [email protected], loans, investment, lockbox and treasury management services.

Hylant GroupNate Peterman301 Pennsylvania Pkwy., Suite 201Indianapolis, IN 46280(317) 817-5000 Fax (317) [email protected] risk management , P&C, employee benefi ts, personal insurance and wealth management since 1935.



Ice Miller LLPJane HerndonOne American Square, Ste 2900Indianapolis, IN 46282(317) 236-2437 Fax (317) [email protected] school construction and cash fl ow fi nancing; referendum, employee benefi ts and other related legal services.

Indiana Bond BankRon Mangus10 W. Market St., Suite 2980Indianapolis, IN 46204(317) 233-0090 Fax (317) [email protected] local units of government in the pro-cess of issuing debt and lease purchasing.

Indiana Schools Educational Service CenterStan Murray11555 N. Meridian St., #100Carmel, IN 46032(317) 575-4440 Fax (317) 575-4454 [email protected] ISESC program permitting Indiana Educational Service Centers to establish risk funding TRUST to benefi tIndiana public schools.

Indiana Testing Inc.Norb Fehrman881 S. Girls School Rd.Indianapolis, IN 46213(800) 295-2587 Fax (317) [email protected] drug testing and compliance pro-grams to all 92 counties in Indiana.

Industrial Appraisal CompanyJim Karagianis635 Butterfi eld Rd, #305Oakbrook Terrace, IL 60181(630) 827-0280 Fax (630) [email protected] and fi xed asset appraisals for insurance & accounting purposes includ-ing GASB 34 compliance.

Infrared Services, Inc.Dave Davis5730 Falls Drive Suite 100Fort Wayne, IN 46804(260) 432-0912 Fax (260) [email protected] Inspections: roof moisture surveys, electrical predictive maintenance, building envelope studies (energy savings).

INGTodd Bertsch26957 Northwestern Hwy, Ste 150Southfi eld, MI 48033(248) 208-6031 Fax (248) [email protected] is a leading provider of retirement products and administrative services in the Education marketplace.

InterDesignDaniel D. RawlinsCompany: InterDesign141 E. Ohio St.Indianapolis, IN 46204(317) 263-9655 Fax (317) [email protected] Indiana School Corporations with Planning, Architecture, and Design Criteria services for over 30 years.

Interface FLOR CommercialLarry Boyle6004 Clearview DriveCarmel, IN 46033(317) 445-2813 Fax (317) 574-0002larry.boyle@interfacefl or.comInterface FLOR i2 modular carpet, mergeable dyelot, lifetime antimicrobial intersept, no mold warranty with recycledsolution dyed nylon & backing.

J & D TurfJamie Mehringer12840 Ford DriveFishers, IN 46038(317) 359-1185 Fax (317) [email protected]’s only full-service turf consulting, product and maintenance company.

Johnson Controls, Inc.Lisa Knauer1255 N. Senate Ave.Indianapolis, IN 46202(317) 917-5092 Fax (317) [email protected] Controls provides guaranteed solutions that maximize energy & water effi ciency & reduce operating costs.

KeyBankGinny Rabbitt10 W. Market St, Suite 900Indianapolis, IN 46204(317) 464-8448 Fax (317) [email protected] Bank provides quality fi nancial ser-vices to public sector clients.

KI/Binford GroupSusan Binford14725 Herriman Blvd.Noblesville, IN 46060(317) 770-7300 Fax (317) [email protected], layouts, installation for the education market.

Kovert Hawkins Architects, Inc.Hal Kovert630 Walnut St.Jeffersonville, IN 47130(812) 282-9554 Fax (812) [email protected] facilities planning, architec-ture, interior design, innovative energy conservation...with personalized service.

LANAIR Group, LLCCarrie Cate-Clements1158 Lincolnway, Suite 3Valparaiso, IN 46385(219) 510-5598 Fax (219) 979-9427 [email protected] effective IT solutions: virtualiza-tion, hosting, IT security, IP telephony, outsourcing, consulting and network assessments.

London Witte Group, LLCJim HigginsOne Independence Center1776 N. Meridian St., Ste 500Indianapolis, IN 46202(317) 634-4747 Fax (317) [email protected] provides comprehensive budgeting, capital planning, debt management and post compliance services to Indianaschools.

Lorenz Williams Clinton, Inc.Gary Turner4440 Garwood PlaceRichmond, IN 47374(765) 966-3546 Fax (765) [email protected] provides comprehensive design ser-vices-architecture, planning & engineering.

Low Associates, Inc.Kelly E. Low210 N. Ironwood Dr.South Bend, IN 46615(574) 234-7240 Fax (574) [email protected] 30 years of providing Indiana schools with fi nancial computer software.

Martin Riley Architects/EngineersJack Daniel, John Boerger221 W Baker StreetFort Wayne, IN 46802(260) 422-7994 Fax (260) [email protected] & engineering for new con-struction or renovations; building envelope specialists; planning & studies for K-12 education.

Maverick Energy Consulting, Inc.John Righeimer4228 Chaparral DriveNaperville, IL 60564(630) 470-9176 Fax (630) [email protected] coop administration, procurement services, and budget management.

Melsernet, Inc.Serge Melki310 N. Alabama St., Suite B100Indianapolis, IN 46204(317) 624-1621 Fax (317) [email protected] communications equipment-network installation and design-internet security.

Midwest Transit Equipment of Indiana Inc.Jeff Burlison4500 S. Indianapolis Rd.Whitestown, IN 46075(317) 769-2546 Fax (317) [email protected] and used bus sales. Full service repair and body shop parts for all buses.

Milliken and Constantine CarpetJoe Salerno13945 Brisbane Dr.Fishers, IN 46038Bus: (317) [email protected] environmentally friendly producer of severe wear rated modular carpet tile.

Moisture ManagementBrennen Baker10106 Brook’s School RoadSuite #200Fishers, IN 46037(317) 577-0910 Fax (317) [email protected] envelope moisture infi ltration issues: including Roofi ng, Waterproofi ng, Mold & fl ood damage restoration.

MSKTD Architects Engineers InteriorsMark Joseph and Jon Rowe1715 Magnavox WayFort Wayne, IN 46804(260) 432-9337 Fax (260) [email protected] in 1978, full-service architec-tural, engineering and interior design fi rm, Fort Wayne and Indianapolis.

National Insurance ServicesChris Cazares & Carol Johnson11350 N Meridian Street, Suite 120Carmel, IN 46032(317) 846-9202 Fax (317) 846-9144ccazares@nisbenefi ts.comLife and disability insurance and HRA, VEBA, 401(a), 403(b) solutions.

Odle McGuire Shook CorporationGeof Odle / Matt Mayol429 N. Pennsylvania Street, Suite 403Indianapolis, IN 46204(317) 842-0000 Fax (317) [email protected]/Engineering/Master Plan-ning/Interior Design/Landscape Architec-ture/Technology Design.

Performance Services, Inc.Tim Thoman4670 Haven Point Blvd., Suite #200Indianapolis, IN 46280(317) 713-1750 Fax (317) [email protected], guaranteed savings con-tracts, geothermal, and wind power.

PNC BankFrancis A. Kelley101 W. Washington St. Ste. 200EIndianapolis, IN 46255(317) 267-7920 Fax (317) [email protected] fi nancial products and services to schools, to include treasury management, leasing and investment management.

ProLiance EnergyTodd Elliott111 Monument Circle, Suite 2200Indianapolis, IN 46204(317) 231-6800 Fax (317) [email protected] gas marketer

Raymond JamesLinda Matkowski550 W. Washington, Suite 1650Chicago, IL 60661(312) 612-7814 Fax (312) [email protected] James is a premier fi nancial ser-vices fi rm specializing in bond underwrit-ing for Indiana school districts.



IASBO Business Associate MembersR.L. Turner CorporationGreg Turner1000 W. Oak St.Zionsville, IN 46077(317) 873-2712 Fax (317) [email protected] Turner specializes in general contract-ing, design-build and contract mainte-nance. Self-perform concrete/carpentry/self demo.

RE Sutton & Associates, LLCRichard E. Sutton11555 N. Meridian St., Suite 220Carmel, IN 46032(317) 574-5002 Fax (317) [email protected] benefi t consultants specializing in Indiana public school corporations.

Regional Data Services, Inc.Andy Kapitan1260 Arrowhead CourtCrown Point, IN 46307-8222(219) 661-3200 Fax (219) [email protected] based software provider special-izing in administative and web based software for over 25 years.

Regions Bank - Corporate TrustJohn AlexanderOne Indiana Square, Suite 115Indianapolis, IN 46204(317) 221-6275 Fax (317) 221-6010John. [email protected] is a full service bank offering a complete line of Corporate Trust Services.

Re-Think, LLCGreg SilcoxPO Box 42Westfi eld, IN 46074(317) 710-4830 Fax (317) [email protected] savings & equipment protection via a Power Quality system for all circuitryin a building.

Ross Sinclaire & Associates LLCDr. Suellen Reed8395 Keystone Crossing, Suite 101Indianapolis, IN 46240(800) 255-0795 Fax (502) [email protected] fi nance for schools, counties, cities and special districts.

RQAW CorporationTerry W. Lancer10401 North Meridian St., Suite 401Indianapolis, IN 46290(317) 815-7200 Fax (317) [email protected] and Engineering

Salin Bank and Trust CompanyLaura Ault8455 Keystone Crossing DriveIndianapolis, IN 46240(317) 452-8017 Fax (317) [email protected] Services

Schmidt Associates, Inc.Ben Bain320 E Vermont StreetIndianapolis, IN 46204(317) 263-6226 Fax (317) [email protected] Associates serves as your advocate for all aspects of facility design-encompassing planning, design, & implementation.

School Dude.comBrian CruzP.O. Box 331 New York, NY(877) 868-3833 Fax (866) 266-0417 [email protected] online management tools designed for facilities, business and IT operations in education.

SCS Construction Services, Inc.Scott W. Kennell8325 S. Emerson Ave., Ste B-2Indianapolis, IN 46237(317) 882-0100 Fax (317) [email protected] contractor, construction manager.

Security Benefi tJohn N. FerencePO Box 41296Brecksville, OH 44141(877) 546-0951 Fax (440) 546-4986john.ference@securitybenefi t.comVEBA, retirement plans & programs, mu-tual funds, annuities & service technology.

Shanahan & Shanahan LLPJames A. Shanahan609 Treybourne Dr., Suite CGreenwood, IN 46142(312) 263-0607 Fax (312) [email protected] counsel services on school fi nancing issues.

Skillman Corporation, TheTammy Haenlein3834 S Emerson AvenueIndianapolis, IN 46203(317) 783-6151 Fax (317) [email protected] Administration & Construction Management

Skyward, Inc.Jeff Rice5233 Coye DriveStevens Point, WI 54481(715) 341-9406 Fax (715) [email protected] student, fi nance and human resources administrative software exclusively for K-12 school districts.

SodexoJim Dayhuff55910 Bittersweet RoadMishawaka, IN 46545(574)968-9613 Fax (574) [email protected] world leader in food and facilities man-agement services.

SodexoMarty McGaughey1-253 South 475 WestWaveland, IN 47989(317) 223-4592 Fax (317) [email protected] world leader in food and facilities man-agement services.

Software Systems, Inc.Michael Hall4521 Independence SquareIndianapolis, IN 46203(317) 783-5373 Fax (317) [email protected], payroll/human resources, and student management software & support for Indiana school corporations.

Stair Associates, Inc.Reggie Laconi9641 N. Augusta DriveCarmel, IN 46032(317) 228-1900 Fax (317) [email protected] architectural/mechanical elec-trical engineering including geothermal heating/cooling, the educated choice forIndiana schools.

Statewide Credit Association, Inc.Chris Shuler6640 Intech Blvd., Suite 200Indianapolis, IN 46278(317) 684-1000 Fax (317) 803-9972 [email protected] agency that specializes in assisting school corporations in the collection of past due accounts at a low cost.

Stewart & Irwin, Attorneys at LawJeffrey Halbert215 E. Ohio Street, Suite 1100Indianapolis, IN 46204(317) 639-5454 Fax (317) [email protected] & Irwin is a full service fi rm; approximately 35 attorneys and 12 practice areas.

StructureTec CorporationKristina V. Bazali4777 Campus DriveKalamazoo, MI 49008(269) 353-9944 Fax (269) [email protected] ng & building envelope consulting services

Student Transit, LLCMatt Miles1254 S. West StreetIndianapolis, IN 46225(800) 278-2807 Fax (317) [email protected] school transportation services-asset management, transportation manage-ment and advisory services.

Synovia, Inc.Pete Baxter9190 Priority Way West, Suite 115Indianapolis, IN 46240(317) 441-2333 Fax (317) [email protected] technology; planned routing; GPS/automatic vehicle locator technology.

Taft Stettinius & HollisterGretchen K. GutmanOne Indiana Square, Suite 3500Indianapolis, IN 46204(317) 713-3500 Fax (317) 713-3699E-mail: [email protected] in assisting government & business clients in advocating interest before legislative & administrative bodies.

Therber & BrockLonnie Therber101 W. Ohio St., Ste 1590Indianapolis, IN 46204(317) 637-9572 Fax (317) [email protected] municipal fi nance advisory services.

TIAA-CREFBruce Corcoran8500 Andrew Carnegie Blvd., Suite B208Charlotte, NC 28262(704) 988-5503 Fax (704) [email protected]

TRANEBrian Pickering5355 N. Post Rd.Indianapolis, IN 46216(317) 255-8777 Fax (317) [email protected] and sustaining safe, comfortable, and effi cient environments.

Tremco IncorporatedRick Gibson, P.E.16619 Gray Rd.Noblesville, IN 46062(800) 628-7501 Fax (908) [email protected] ng and weatherproofi ng products, services, and diagnostics.

TrustINdianaKelly Mitchell200 W. Washington St., Ste 242Indianapolis, IN 46204-2792(317) 232-0139 Fax (317) [email protected] government investment pool

Turner Construction CompanyScott Schroeder9190 Priority Way West DriveIndianapolis, IN 46240(317) 573-2828 Fax (317) [email protected] management, program man-agement, design-build, general contracting & preconstruction service.

TWPeterson Law Offi ceThomas Peterson3535 E. 96th Street, Suite 126Indianapolis, IN 46240(317) [email protected]


IASBO Business Associate MembersTyson Corporation / New Castle ModularAlicia Berglund2301 S. Holt Rd.Indianapolis, IN 46241(317) 241-8396 Fax (317) [email protected] and modular classrooms, mobile offi ces, ADA ramps, storage containers.

U.S. Bank Corporate Trust ServicesAnn Forey10 W. Market St., Suite 1150Indianapolis, IN 46204(317) 264-2500 Fax (317) [email protected] trustee, registrar & paying agent services to Indiana schools.

UMB Bank, N.A.Kim WilsonCorporate Trust & Escrow Services101 W. Ohio St., Suite 1150Indianapolis, IN 46204(317) 631-7576 Fax (317) [email protected] premier provider of corporate trust and escrow services in the midwest.

UmbaughColette Irwin-Knott8365 Keystone Crossing, Ste 300Indianapolis, IN 46240-0458(317) 465-1500 Fax (317) 465-1550E-mail: [email protected] fi nancial advisory services to Indiana schools and local governments for 60 years.

VALICSvend A. Tranberg125 S. Wacker Dr., Suite 1900Chicago, IL 60606(312) 909-8200 Fax (312) [email protected] one provider of retirement pro-grams for K-12 in the U.S.

Verkler IncorporatedJim Lusk7240 Georgetown RoadIndianapolis, IN 46268(317) 297-7054 Fax (317) [email protected] contracting, constructionmanagement

VPS ArchitectureGeorge S. Link528 Main Street, Suite 400Evansville, IN 47708(812) 423-7729 Fax (812) [email protected], service-oriented, high performance design including architecture, educational/facility planning and studies.

Weidenhammer Systems CorporationBob Yerger935 Berkshire Blvd.Wyomissing, PA 19610(551) 427-1076 Fax (201) [email protected] fi nancial management, human resources and payroll software

Wells Fargo Bank, NAP. Chris Carrera300 North Meridian St., Ste 1600Indianapolis, IN 46204(317) 977-1121 Fax (317) [email protected] full range of products to Indiana schools: bond trustee, cash management and investments.

William Blair & Company, LLCNathan M. Flynn8888 Keystone Crossing, Suite 1300Indianapolis, IN 46240(317) 575-4051 Fax (317) 575-4042nfl [email protected] investment banking form offering underwriting and referendum services.

Welcome IASBO New MembersRegion 1SHERIE BREITENBACHDeputy TreasurerValparaisoROBERT GARCIATransportationEast ChicagoDEBORAH HARLOWPayrollDunelandGLADE MONTGOMERYSuperintendentLaPorte

Region 2DIRK FELGERDirector of MaintenanceWhitkoDANIEL RONKSuperintendentRochester

Region 3BRAD YATESBusiness ManagerBluffton-Harrison

Region 4DEREK MARSHALLSuperintendentAttica

Region 6PHYLLIS HAINESPayrollCharles A. Beard FRED HERRONSuperintendentUnion STEPHANIE MADISONOffi ce AssistantCharles A. Beard AMY MILNERTreasurerSouth Henry

Region 7CINDY BURNHAMTreasurerArea 30 Career Center LORA BUSCHDirectorArea 30 Career Center Region 8LORI BENNETTTreasurerMill Creek KEVIN BROWNDirector of Human ResourcesMSD Washington TownshipPAT EDWARDSAccounts Payable/PurchasingFranklin

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CONGRATULATIONS 2011 SCHOLARSHIP WINNERS

($1,000 Scholarships) Jeffrey Hunnicutt Indianapolis, Indiana Indiana University Major: Vocal Performance Parent: David Hunnicutt, MSD of Lawrence Township

Brian Menzie Pierceton, Indiana Huntington University Major: Ministry Parent: Phil Menzie, Fairfield Community Schools

Kelsey Searles Fillmore, Indiana Indiana University Major: Pre-dentistry/Biology Parent: Linda Searles, MSD of Pike Township

Hillary Smith Shelbyville, Indiana Indiana University Major: Human Biology Parent: Weedie Smith, Decatur County School Corp.

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CONGRATULATIONS 2011 PATTY BOND

MEMORIAL SCHOLARSHIP WINNER Chase Lockwood Auburn, Indiana Manchester College Major: Secondary Education Parent: Angie Lockwood, DeKalb County Central Consolidated School Corp.

Special Thank You to our Snack Bar Sponsor

BROOK FINDLEYPayroll ClerkFranklinSTACY HILLOCKPayroll CoordinatorMSD Washington TownshipTAMMY JACKSONDeputy TreasurerFranklinKRISTINA JAMESTreasurerNorth West Hendricks

RUTHANN NEDDOPayroll SpecialistMSD Washington Township LISA SULLIVANPayroll SpecialistFranklin TownshipRONALD WARDAssistant SuperintendentNorth West Hendricks

Region 9JULIE OSBORNSecretary to the Supt.Paoli

SEPT InterCom 2011€¦ · IASBO InterCom September 2011 - 1 Ofﬁce of Executive Director One N. Capitol, Suite 1215 Indianapolis, IN 46204 (317) 639-3586 x106 FAX (317) 639-4360

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