inter-com · 2020-03-02 · property tax caps, referenda, dollars following the child, charter...

IASBO InterCom February 2020 - 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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m20/20 is the standard of perfection when it

comes to vision. As the 2020 annual meeting nears, our professional development teams are making preparations to help you set the vi-sion for the future of your school corporation. Does anyone else feel odd just thinking about the fact that we are in the year 2020? It’s hard for me to believe. As a kid, 2020 sounded so far off into the future. I would have guessed that our lives would have reached the automated heights depicted in The Jetsons. We would have robot maids to clean our houses, flying cars, and meals prepared at the push of a button. To be fair we do have microwave ovens, Roombas for vacuuming the house, and autonomous vehicles are coming soon, so maybe we aren’t too far away from what the show por-trayed.

Without a doubt, public schooling in Indiana has changed quite a bit now that we have arrived in the year 2020. Statewide enrollment has in-creased by around 40,000 students over the past 10-15 years. The ethnic makeup of our schools has changed. In the 2005-06 school year, 22% of the student population was nonwhite. In 2020, it’s over 33%. Poverty levels have changed too. In 2005-06, 34% of students in the state of Indiana received free or reduced lunch. In 2020, that number has risen to 47%.

Articles of Interest . . .President’s Message ................................. 1-2From Denny’s Desk .................................. 4-5IASBO Sponsors ...........................................6Every Hoosier Child Counts .......................7Professional Development Calendar ..........9Federal School Safety Clearinghouse .......10

IASBO New Members ......................... 12-13IASBO Scholarship Programs ..................14ESSA Requirements ...................................15IASBO Purchasing Seminar .....................17IASBO Annual Meeting Agenda ......... 18-21Business Associates ............................... 22-25

• BOYCE SYSTEMS• AFLAC

President’s Message

Scott Bowling,IASBO President

continued on page 2

Emerald Sponsors

• PERFORMANCE SERVICES• AMERICAN FIDELITY • STIFEL

• ICE MILLER• TRUSTINDIANA• RAYMOND JAMES & ASSOCIATES

Platinum Sponsors

2 - IASBO InterCom February 2020

IASBO OFFICERS ANDBOARD OF DIRECTORS 2019-2020

President Scott Bowling, CrawfordsvillePresident-Elect Carla Gambill, Linton StocktonVice President Stephanie Pittman, BremenTreasurer Rob James, Lake CentralRegional Directors Terms Ends June, 2021 Jim Evans, Wawasee Amanda Brackett, Tippecanoe Karen Scalf, Richmond Brian Tomamichel, Westfield Myra Fischvogt, Jennings County

Term Ends June, 2020 Ted Zembala, Hobart Brad Yates, Bluffton-Harrison Michelle Cronk, Kokomo Tanya Pearson, North Putnam Tracy Lorey, Greater Jasper

Past President Kevin Scott, Elkhart

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

Member Services Director Ella AdamsonProfessional Development Coordinator Cynthia KattauProfessional Development Coordinator Laura MullenAdministrative Assistant Anne WhiteExecutive 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

President’s Message . . . continued from page 1

Changes are not limited to student demographics. Technology has changed the landscape of teaching and learning. When educators of my generation went to college, the internet did not yet exist. Now it is em-bedded into almost everything that what we do on a daily basis. Smart phones weren’t even invented and released to the public until 2007, but they have totally changed the way we all live and work. And what did we do in the past when we couldn’t just Google our way to the answer for almost any question?

What kind of world are our students about to enter in 2020? Well, col-lege is less affordable. The average tuition 10-15 years ago was $27,250 at a private school and $7280 at a public school. In 2020, those costs have risen to over $35,000 and $10,000 respectively. It’s also a more competitive environment for students as they seek admission to college. The number of students who take the SAT exam has grown from 35,000 ten years ago to 43,000. Ten years ago, 8600 students took an AP exam; that number has grown to 25,000. For students who don’t go to college or don’t finish, they cannot count on the types of jobs that would have placed them firmly in the middle class – those days are long gone.

Those of us providing the education these students need to prepare for 2020 have seen massive changes. The list of changes directly effect-ing school business management over the past 10-15 years is long and has caused a profound shift in nearly every aspect of school funding. Property tax caps, referenda, dollars following the child, charter schools, vouchers, and drastic enrollment drops in rural schools have created a new landscape in school finance. To highlight just one example, ten years ago there were no vouchers in the state of Indiana. Last year, about 36,000 students utilized a voucher. With all the changes – both good and bad – that have taken place as we arrive at the year 2020, I can’t think of a bet-ter time or place to reset your vision for 2020 and beyond than our annual meeting at French Lick. It will give you a chance to take a clear-headed look at the current educational landscape so that you can return to your district and lead the changes that need to take place in your school com-munity for the benefit of your students.

Until next time,Scott

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

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from Denny’s DeskDennis Costerison, IASBO Executive Director

The 2020 Indiana General Assembly has less than two weeks left in this year’s session. As the session began in January, I had 175 bills on my list of public school issues. As the bills moved from the first house to the second, the list was reduced to 50 bills. Now that the committee work is done for the session, I am watching 35 bills. I would anticipate that the number of bills that actually pass will be less.

I have always had the philosophy to “stay in my lane” regarding legislation. That means that I don’t get openly involved in bills that are outside what IASBO is about. There are bills that are specifically for teachers, principals, superintendents and school boards. Are these bills on my list to watch? Yes. I watch all public school related bills, but I don’t typi-cally testify on these bills. Do I assist behind the scenes on these bills? Yes, where I can help with legislators or other lobbyists.

IASBO’s mission speaks to the profession of school business management. That is a broad mes-sage, but one that I find easy to work with. During a normal session, I don’t testify in the Education Com-mittees (only once this year) but I am very involved in the House Ways & Means Committee, Senate Tax & Fiscal Policy Committee, and Senate Appropriations Committee. These are the committees where school funding and taxation issues are discussed.

The beginning of the session was slow with few bills that were specifically in these committees. But, the past two weeks have exploded with issues that have not been vetted before in the session. Challeng-es include eliminating referendum election opportuni-ties, changing the language dealing with residential TIF’s, and language that restricts hospitals from providing nursing and health services to school corpo-rations. Every year there are surprises. You may not like how it got done, but you move forward and deal with each issue. Luckily, we have many friends in the State House who help us identify these issues when they come up in bills we have not been watching. It wouldn’t be a typical session if these things didn’t happen.

As the session comes to a close, we are now in the conference committee season. Bills that have been amended in the second house can be placed in a con-ference committee so a compromise can be reached. The time will be short this year for these committees because March 11 is the date selected by leadership to be the last day of the session. I will continue to keep the membership updated as we head toward the end of the session.

In January, I saw an article in The Indianapolis Star about a Hall of Fame high school basketball coach. As I read the article, I said I know this man. It was a great story of a man who was a teacher and coach, but left the education profession to make more money. But this was not his calling so he came back to education and coaching. This story was about Keith Dougherty and his 21 years in coaching. Why did this story get my attention? After Keith retired from coaching, he became a school administrator at Elkhart and a 20-year member of IASBO.

Keith had a dream year in his coaching career in 1971 as his Elkhart team made it to the Hinkle Field-house for the final four. After defeating the New Castle team in the afternoon game in triple overtime, they had to face the undefeated East Chicago Wash-ington team. That team is regarded as one of the best five teams ever to participate in Indiana high school basketball. Three of the starters went on to play for Division 1 college teams. A worn down Elkhart team only lost by 10 points in the state final game. The next year, Keith retired and his school business man-agement career began. In 2004, he was inducted into the Indiana Basketball Hall of Fame.

Keith was a very active IASBO member who was a mentor for many. He attended and presented at the Annual Meeting. Even after he retired, Keith attend-ed the Annual Meeting. He truly loved the fellowship and friendships he had made with IASBO. Keith is genuinely one of the finest men I have met during my time with IASBO. He is now 93 and he has been married to his wife Jackie for 60 years. It was terrific

continued on page 5


from Denny’s Deskcontinued

to read this article about someone I knew and respected so much.

________________

“If you tell the truth, you don’t have to remember anything.” Mark Twain

2020 IASBO Annual MeetingMay 6-8 • French Lick

Professional Development

AGENDA-AT-A GLANCE(full agenda on pages 18-21)

Wednesday, May 6th 7:30 a.m. – 1:30 p.m. GOLF OUTING 8:00 a.m. – 5:00 p.m. REGISTRATION 8:00 a.m. – 8:30 a.m. PRE-CONFERENCE WORKSHOP REFRESHMENT BREAK 8:30 a.m. – 11:30 a.m. PRE-CONFERENCE WORKSHOPS. 11:30 a.m. – 1:00 p.m. LUNCH FOR PRE-CONFERENCE WORKSHOPS PARTICIPANTS 1:30 p.m. – 4:30 p.m. PRE-CONFERENCE WORKSHOP & CLINIC SESSIONS 5:30 – 7:00 p.m. OPENING MIXER

Thursday, May 7th 6:30 a.m. – 7:45 a.m. BREAKFAST

7:00 a.m. – 8:15 a.m. REGISTRATION 8:00 a.m. – 9:30 a.m. OPENING SESSION 9:45 a.m. – Noon EXHIBIT HALL OPEN 10:00 a.m. – 11:10 a.m. TREASURER / DEPUTY TREASURER ROUND TABLES Noon – 1 p.m. LUNCH 1:00 p.m. – 3:00 p.m. EXHIBIT HALL OPEN 3:15 p.m. – 4:15 p.m. CLINIC SESSIONS 4:30 p.m. – 5:30 p.m. CLINIC SESSIONS 6:30 p.m. – 8:30 p.m. AWARDS BANQUET 8:30 p.m. AWARDS BANQUET AFTER PARTY Friday, May 8th 6:30 a.m. – 8:00 a.m. BREAKFAST 7:00 a.m. – 8:00 a.m. RESEARCH COMMITTEE MEETINGS 8:00 a.m. – Noon REGISTRATION 8:15 a.m. – 9:15 a.m. CLINIC SESSIONS 9:30 a.m. – 10:30 a.m. CLINIC SESSIONS 10:30 a.m. – 11:00 a.m. BREAK / HOTEL CHECK-OUT TIME 11:00 a.m. – 12:15 p.m. THINK TANK ROUND TABLES 12:30 p.m. – 1:30 p.m. CLOSING LUNCH

2020 IASBO 74th Annual Meeting May 6-8, 2020


AGENDA-AT-A GLANCE (full agenda on pages 18-21)


EmeraldSponsors

PERFORMANCE SERVICES, INC.AMERICAN FIDELITYSTIFEL

T H A N K Y O UPlatinum Sponsors

ICE MILLER LLP TRUSTINDIANABOYCE SYSTEMSAFLACRAYMOND JAMES & ASSOCIATES

Silver Sponsors ADTEC, INC.ARTHUR J GALLAGHER & COAXA EQUITABLEBANK OF NEW YORK MELLON TRUST CO., N.A., THEBARTON-COE-VILAMAA ACHITECTS & ENGINEERS, INC.BMO HARRIS BANKBOSE MCKINNEY & EVANS LLPCHURCH CHURCH HITTLE & ANTRIMCSOEDUSTAFF, LLCEMCORGSF USA, INC.HUNTINGTON NATIONAL BANK, THEJA BENEFITS, LLCKELLY EDUCATIONAL STAFFINGKEYBANC CAPITAL MARKETS

LEWIS KAPPESMULHAUPT’S, INC.NATIONAL INSURANCE SERVICESSCHMIDT ASSOCIATES, INC.SECURITY BENEFIT CORPORATIONSKILLMAN CORPORATION, THESUN FUNDEDTAFT STETTINIUS & HOLLISTER LLPTCU (TEACHERS CREDIT UNION)UNESCO CORP.US BANK GLOBAL CORPORATE TRUST SERVICESU.S. OMNIUSI INSURANCE SERVICESVALICVIRCO

Gold Sponsors BAKER TILLY MUNICIPAL ADVISORSBARNES & THORNBURG, LLPFORECAST5 ANALYTICS, INC.HORACE MANN COMPANIES

LOW ASSOCIATES, INC.SOFTWARE SYSTEMS, INC.TYLER TECHNOLOGIES


Every Hoosier Child Counts! The Importance of the 2020 Census On April 1, 2020, the nation will recognize Census Day to celebrate the start of the new decennial census—a count of the total residing population of the U.S. as of that date. The U.S. Constitution requires that the federal government count all persons living in the country every 10 years, regardless of age, race, ethnicity, or citizenship status. The 2020 Census survey can be completed online, as well as by phone or by mail. Residents should expect to receive information on how to complete the survey in March of 2020. The survey is easy to complete and every response is confidential. Why is this important to Indiana residents and the K-12 community?

The Census helps to determine a lot of important decisions about budget allocations and the allotment of political representation. Information collected from the Census will determine the number of congressional seats assigned to each state. The survey information will also be used for redistricting congressional and state legislative districts. The count is used by the federal government to determine the use of approximately $883 billion in federal funds, with $160 billion set aside for programs that support children. This year Indiana will receive about $18 billion in federal funding, with approximately $1 billion for K-12 programs. It is estimated that for every child missed in the count, Indiana will lose about $926 per year which is nearly $10,000 in federal funds over the next decade. It is important that all persons residing in the state are counted to ensure we maintain our congressional seats and receive our fair share of federal funds. Completing the Census helps your community receive important funding to address local community needs.

Unfortunately, children from birth to age 4 and those ages 5-9 are the two age groups most likely to be undercounted in the Census, as was the case in 2010. Additionally, Black and Latino young children have a higher net undercount than other children. We must make sure that every Hoosier child counts in the 2020 Census! An accurate count of young children in the 2020 Census is essential to provide every child and family access to resources such as housing, jobs, equitable education, and health care. Families can help make sure that #EveryHoosierChildCounts by counting each child where they sleep most of the time as of April 1, 2020. What can we do?

The Every Hoosier Child Counts! Complete Count Committee has been formed to include representatives from 26 state agencies, and statewide organizations and associations, including IASBO, to develop an action plan, PR campaign toolkit, and resources you can use to share the importance of the Census locally. The key messaging, social media messaging, and the strategies/activities are designed for your use to inform and motivate community members to participate in the 2020 Census. As a school business official you are a highly-trusted source of information in your community, and so we ask that you use the tools and resources of the PR toolkit to promote participation in the 2020 Census, especially in areas that have been designated as “hard-to-count.”

This PR toolkit was created to assist you in communicating with families, students, employees, and community members, now through April, regarding the importance of participating in the 2020 Census. The toolkit can be found on the IASBO website.

Together we can ensure that every Hoosier child counts!

Every Hoosier Child Counts!The Importance of the 2020 Census


2020 Indiana ASBO Professional Development Calendar

March, 2020March 3-4 Treasurer Workshop - Days 1 & 2 (4-day series) (B113) Primo Banquet & Conference Center, 2615 National Ave., lndpls. 46227

March 6 IASBO Board of Directors Meeting Hilton Garden Inn, Airport, 8910 Hatfield, Dr., lndpls., 46241

March 10-11 Budget Workshop - Days 3 & 4 (4-day series) (8112) Primo Banquet & Conference Center, 2615 National Ave., lndpls. 46227

March 18 Purchasing Seminar Primo Banquet & Conference Center, 2615 National Ave., lndpls. 46227

March 19-20 IASBO Leadership Academy Drury Plaza Hotel Carmel, 9625 N. Meridian St., lndpls. 46290

April 2020April 4-6 NSBA Annual Conference Chicago, IL

April 10 Good Friday

April 14-15 Treasurers Workshop - Days 3 & 4 (4-day series) (B113) Primo Banquet & Conference Center, 2615 National Ave., lndpls. 46227

April 21 Extracurricular Accounting (ECA) Seminar Primo Banquet & Conference Center, 2615 National Ave., lndpls. 46227

April 23-24 IASBO Leadership Academy Drury Plaza Hotel Carmel, 9626 N. Meridian St., lndpls . 46290

April 24 IAPSS Spring Seminar Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46221

May,2020May 6-8 IASBO Annual Meeting French Lick Resort, 8670 IN-56, French Lick, 47432 May 6 Pre- Conference Workshops TBD

May 25 Memorial Day

June, 2020June 2-3 Summer Institute - CertificationCourses Primo Banquet & Conference Center, 2615 National Ave., lndpls. 46227 ADM112 School Law & Administrative Rules -Advanced (AM) HR114 Collective Bargaining Strategy & Law HR 115 Managing People (AM) A114 Accrual Accounting

June10 ISBA School Law Seminar Ivy Tech Conference Center, 2820 N. Meridian St., Indpls., 46208

June 17 ISBA / IAPSS / IASBO Joint Budget/Finance Seminar Ivy Tech Conference Center, 2820 N. Meridian St., lndpls., 46208


Federal School Safety Clearinghouse ASBO International members may recall that since last year's legislative conference we have been working closely with Congress to create a federal school safety clearinghouse to help K–12 district leaders identify resources and best practices to protect their schools.

We are pleased to announce that this clearinghouse is now available online at schoolsafety.gov.

This website serves as a one-stop-shop of resources for administrators, educators, parents, and law enforcement to access and help prepare for various threats related to safety, security, and support in schools. It offers resources to address bullying and cyberbullying, threat assessment and reporting, school security personnel, physical security, mental health, school climate, and more. For more information, please read the Department of Education's press release. We hope this will be an invaluable resource for ASBO members as they strive to provide safe and healthy learning environments for students. Thank you to all our members, including ASBO International's Legislative Advisory Committee, for advocating on school safety and seeing this initiative through. We could not have done this without you!


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IASBO New Members12/20/19 - 2/21/20

Region 1JOHN BECKERDistrict Logistics CoordinatorTri-Creek SC

CINDY CASTROFederal Projects CoordinatorEast Chicago, School City of

KRISTA ELKINSPayroll SupervisorPortage Township Schools

DR. MARLON MITCHELLAssistant SuperintendentEast Chicago, School City of

KAREN PEARSONPayroll ProcessorDuneland Schools

DR. ANDY SARGENTDirector of OperationsMunster, School Town of

DR. THEODORE STEVENSSuperintendentSouth Central CS

JUSTIN STOKSchool LeaderCharter School of the Dunes

MARY TRACY-MACAULAYSuperintendentHanover CS

CONNIE TRAVISOffice ManagerCharter School of the Dunes

CINDY VONDRADirector of Child NutritionLaPorte CS

Region 2BRANDON BERGERDirector of TransportationPlymouth CS

SHANNON FRITZCorporation TreasurerWest Central Schools

DON GRAVESDirector of TransportationGoshen CS

KIMBERLY MARAZITATraining Sup./RecruiterSouth Bend CS

SHELLEY MONTICUEDeputy TreasurerWhitko CS

RACHEL MOOREFinance Administrative Asst.Wawasee CS

AMY ROSADirector of TransportationWa-Nee SC

BIANCA SANCHEZAdministrative AssistantGoshen CS

Region 3BRIAN BILLSDirector of TransportationWestview Schools

BRIANNA KAHKOLAAdministrative SpecialistGarrett-Keyser-Butler CSD

MARIAH KEARNDeputy TreasurerCentral Noble CS

TYLER OSENBAUGHBusiness ManagerCentral Noble CS

Region 4ALICIA ALBERTSExecutive SecretaryTippecanoe SC

ANDY KENNEDYAssistant PrincipalLafayette SC

Region 5MELISSA BALLTransportation DirectorWabash County, MSD of

KRISTIN DREBLOWSecretary/Asst. TreasurerTri-County Schools

JUSTIN GARDINERTransportation DirectorClinton Central Schools

LORETTA KIMBRELLBusiness Affairs/Corp TreasurerPioneer Regional Schools

CYNDE MCQUEARYTransportation DirectorTaylor CS

LOIS MONGOSADeputy TreasurerPeru CS

PENNY PANELLIAccounts PayableSteuben County, MSD of

DR. PAUL VOIGTPrincipalWabash County, MSD of

Region 6RACHEL BALESHuman Resources CoordinatorNortheastern Wayne

DR. KYLE BARRENTINESuperintendentNettle Creek SC

DARRELL DREWTransportation DirectorFayette County Schools

PEGGY HUESMANTreasurerWestern Wayne Schools

ANDY STOVERDir. Tech Integration/Grant Mgmt.Randolph Eastern SC

TRISHA THOMASCorporation TreasurerNortheastern Wayne Schools

STEVEN A. WHERRYHigh School PrincipalCharles A. Beard Memorial Schools


IASBO New Members12/20/19 - 2/21/20

Region 7JENNIFER FRENCHCurriculum DirectorGreencastle CS

JANEEN HENDERSONPayrollEastern Greene School District

DEBORAH HICKSDeputy Treasurer, HRNorth Central Park Schools

JILL A. MARTINCorporation TreasurerEastern Greene Schools

SARAH NEWBURNBusiness OfficerCovered Bridge Special Ed. District

MIKE TRICKERDirector of OperationsSouthmont Schools

JESSE TRUNNELLDirector of Extended ServicesClay CS

PETER WATKINSTransportation SupervisorSunman-Dearborn Schools

SCOTT WELTZPrincipalGreencastle CS

Region 8AMANDA CHANEYPayroll SpecialistCenter Grove CS

CURTIS CHASEPrincipalSouthwestern CSD of Shelby Co.

GARY L. CLEVENGERDirector of TransportationWashington Township, MSD of

SHELLEY COOVERAssistant Director of HRCarmel Clay Schools

KRISSI CYDRUSDirector of Financial ServicesIndiana Department of Education

LORI DEGRAFFBenefits SpecialistCarmel Clay Schools

NERI GABRIELFinancial AnalystIndianapolis Public Schools

SYDNEY HERNERHR GeneralisrZionsville CS

MATTHEW RAPPFacilities ManagerHamilton Southeastern Schools

AMY SCHERHR CoordinatorCarmel Clay Schools

RICHARD W. SETTLESMaintenance/Transportation Dir.Mill Creek CS

JENNIFER SHEETSAsst. Director of TransportationDecatur Township, MSD of

CONNIE SHLEGELStaff AccountantZionsville CS

JENNIFER TOTHHR SpecialistEastern Hancock County Schools

JENNIFER VANCESecretary / AP ClerkDanville CS

PAT WAITESAsst. Transportation DirectorHamilton Southeastern Schools

AMANDA YODERHR Administrative AssistantZionsville CS

Region 9DUANE BOADYDirector of TransportationNorth Lawrence Schools

BRAD DEVORETransportation DirectorSouth Harrison CS

BRYAN FLOWERSTransportation ManagerWarrick County

DOUG GRESHAMDirector of Human ResourcesWarrick County Schools

NEREYDA MANDUJANOCorp TreasurerWashington CS

MELISSA MORLOCKDeputy Treasurer/Office ManagerNorth Spencer County Schools

DR. CHRISTOPHER STEVENSPrincipalOrleans CS

ANGELA TRUELOVEAssistant TreasurerWashington CS

Region 10BRANDON M. BURRESSDirector of Support ServicesSunman-Dearborn Schools

SCOTT GARDNERDirectorClarksville CS

KATIE KINGDirector of Child NutritionSouthwestern Jefferson Schools

SARAH MCNULTYBenefits SpecialistNew Albany-Floyd County Schools

JAMIE MENKEDICKAccounts PayableGreensburg CS


IASBO Scholarship Programs

ANNUAL MEETING SCHOLARSHIP PROGRAMfor IASBO MEMBERS

In 2016, the Indiana Association of School Busi-ness Officials Foundation Board of Directors cre-ated the Annual Meeting Scholarship Program. The purpose of the program is to provide scholarships for IASBO members who financially cannot attend the IASBO Annual Meeting. The Foundation Board has created fifteen (15) $500 scholarships for the 2020 Annual Meeting. The application for the scholar-ship can be found on the IASBO website. Go to the ‘Annual Meeting’ tab and click on ‘Annual Meeting Member Scholarships’. $275 of the scholarship is to pay for the Annual Meeting registration fee. The remainder of the scholarship can be used for other expenses such as meals, housing at French Lick, travel expenses to French Lick, and/or registration to an Annual Meeting pre-conference workshop.

The only requirements to submit an application are: • You must be an active member of IASBO• You must never have attended an IASBO

Annual Meeting The scholarship is limited to one member from a

school corporation. If more than 15 applications are received, a committee of the Foundation Board will determine the 15 recipients.

The deadline for submission of the scholarship ap-plication is 4:00 p.m. on MARCH 6, 2020.

Please contact Denny at [email protected] if you have any questions on the Annual Meeting Scholarship Program.

IASBO ANNUAL SCHOLARSHIP PROGRAM APPLICATION forHIGH SCHOOL SENIORS

For the 16th year, the Indiana Association of School Business Officials Foundation will be award-ing a minimum of five scholarships to high school seniors. The IASBO Foundation Board of Directors has set the scholarship amount at $2,000 for each scholarship. The scholarships will be presented at the May IASBO Annual Meeting in French Lick. Candi-dates must be related to a member of Indiana ASBO, and accepted as a full-time student at a four-year or two-year college/university or vocational/technical school. The scholarship application can be found on the IASBO website under the IASBO Foundation tab (click on Scholarship Info). The application must be postmarked by March 20, 2020. Please contact Denny Costerison if you have any questions regarding the IASBO Foundation Scholarship Program.


GENERAL INFO ON ESSA REQUIREMENTS FOR REPORTING PER-PUPIL EXPENDITURES

GENERAL INFO ON ESSA REQUIREMENTS FOR REPORTING PER-PUPIL EXPENDITURES

Note: School business officials can find ESSA statutory language, all Department of Education (ED) guidance, and other ESSA resources on ED's ESSA website.

Q: Where is the per-pupil expenditure reporting requirement mentioned in ESSA law? A: Under ESSA Title I, Part A – Basic Program Requirements, ESSA sections 1111(h)(1)(C)(x) and 1111(h)(2)(C) (see pp. 45-46) for states and districts, respectively.

Q: What happens if a district or state fails to report per-pupil expenditures on their annual report cards? A: Reporting this information is considered a basic requirement for a state and district to receive Title I funding under ESSA law. Failure to meet basic grant requirements could result in the Department of Education withholding Title I funds to the state for administering to districts.

MORE INFORMATION:

Under ESSA statute, Title I Part A notes the basic requirements for state and local education agencies (SEAs and LEAs) to meet in order to successfully file for and receive a Title I grant. If an SEA or LEA fails to meet any of the grant requirements, the Secretary of the Department of Education (ED) may withhold funds from the state for administration to LEAs until the Secretary determines the grant's requirements have been fulfilled.

To receive Title I funds, LEAs and SEAs must annually prepare and disseminate report cards that include information about public schools related to various student and school performance metrics, accountability, per-pupil expenditures, educator qualifications, and other information that the SEA or LEA deems relevant.

• ESSA sections 1111(h)(1)(C)(x) and 1111(h)(2)(C) (see pp. 45-46) require SEAs and LEAs to report "The per-pupil expenditure of Federal, State, and local funds, including actual personnel expenditures and actual nonpersonnel expenditures of Federal, State, and local funds, disaggregated by source of funds, for each local educational agency and each school in the State for the preceding fiscal year.

• If LEAs and SEAs do not include this required information on their annual report cards, it could theoretically jeopardize Title I funding to the state. This all depends on how ED decides to act in in cases of non-compliance, but ED is authorized to withhold funding should it choose to.

Q: What's the deadline for states and districts to start reporting per-pupil expenditures on annual LEA and SEA report cards?

A: ED allowed SEAs and LEAs to delay reporting per-pupil expenditure information on report cards until the 2018–2019 school year. Generally speaking, while there is no specific deadline for SEAs and LEAs to publish their report cards so long as they are published once a year, ED recommends publishing them before the start of the following school year (e.g., publishing 2018–2019 report cards before the 2019–2020 school year begins).

MORE INFORMATION:

In 2017, ED sent a Dear Colleague Letter informing states and districts that the original deadline to include per-pupil expenditure information on annual report cards was extended to allow more time for SEAs and LEAs to build statewide systems to support school-level reporting. ED released non-regulatory informational guidance in September 2019 that says (on page 9) SEAs and LEAs have some discretion regarding when to issue their report cards, however "parents and other stakeholders will likely find it most useful if the report cards are issued before the start of the succeeding school year or as early in the succeeding school year as possible (e.g., back-to-school time)."

Q: What other items are SEAs and LEAs responsible for including on report cards? A: For specific inquiries, refer to ESSA statute and ED's September 2019 non-regulatory guidance on report cards (per-pupil expenditure information starts on page 38).

------------------------------ David Lewis Executive Director, ASBO International [email protected] Ashburn, VA United States


IASBO Purchasing Seminar

March 18, 2020 Primo Banquet & Conference Center

2615 National Ave., Indianapolis, IN 46227

AGENDA This seminar is designed to delve more deeply into the world of purchasing. The presentations will include legal

compliance of all purchasing. Also discussed will be legal compliance utilizing cooperative agreements with general purchasing, as well as the school using cooperative agreements with school nutrition funds. A portion will also include the practical steps of managing a procurement card program in your district.

8:30 a.m. Registration

9:00 a.m. Legal Compliance of Purchasing • The legal requirements regarding how and when to use formal bids, RFP’s,

RFQ’s, and other methods in purchasing goods and services.

Randy Hesser, Partner, Warrick & Boyn, LLP

• The legal, insurance, and ethical aspects of procurement, including best practices, board guidelines, and rules for conflict of interest, gifts, ethics, and other guidelines.

Jon Becker, Partner, Church Church Hittle + Antrim

• Q & A

Michelle Cronk, Director of Business, Kokomo School Corporation Jerry Hawkins, Executive Director of Business Svcs., Penn-Harris-Madison Schools

10:45 a.m. Break 11:00 a.m. Procurement Card: Reconciling the pCard to increase efficiencies

• pCard 101: quick refresher • Reconcilement with Accounting Software • Reconcilement without Software • Q & A / Audience Discussion

Katie Aeschliman, Vice President, BMO Harris Bank Glenda Nice, Corporation Treasurer, North Montgomery Comm. Schl. Corp. Brian Tomamichel, Chief Financial Officer, Westfield Washington Schools

IASBO Purchasing Seminar, Contd. 12:00 p.m. Lunch 1:00 p.m. Cooperative Purchasing: Best Practices for Day-to-Day

Purchasing & School Nutrition Cooperative Purchasing, while convenient for a school district, can be confusing.

How do you know when to use it? Does it hold up to SBOA audits? Join us for a look at best practices & ways to utilize cooperative purchasing to make your day-to-day purchasing less stressful and more beneficial for your district.

• How and when to utilize cooperative purchasing • Legal compliance using cooperative agreements • Best practices using cooperative agreements in day-to-day purchasing and

school nutrition-GPO/GBO

Lisa Abell, Director Cooperative Purchasing, Northern Indiana Educational Services Center

Tammy Watkins, Wellness & Nutrition Manager, Duneland Schools Jessica Wileman, Accounting Specialist, Goshen Community Schools

Betsey Willard, Child Nutrition Director, Franklin Township Schools Kevin Crampton, Vice President of Business Development & Contracting, HPS

3:00 p.m. Adjourn

IASB

O Purchasing Sem

inar - March 18, 2020

Primo Banquet & C

onference Center • 2615 N

ational Ave., Indianapolis, IN 46227


Wednesday, May 6th 7:30 a.m. – 1:30 p.m. GOLF OUTING

8:00 a.m. – 5:00 p.m. REGISTRATION

8:00 a.m. – 8:30 a.m. PRE-CONFERENCE WORKSHOP REFRESHMENT BREAK

8:30 a.m. – 11:30 a.m. PRE-CONFERENCE WORKSHOPS

Long Range Financial Planning Chad Blacklock, Vice President, Stifel Scott Bowling, Superintendent, Crawfordsville Community Schools Barry Gardner, Chief Financial Officer, MSD of Wayne Township

Belvia Gray, Principal, CIPMA, Baker & Tilly

Attendees will discover ways to help their district implement long range planning to help project the future of the district’s finances. Discussion will include the first steps in long range planning, how to project revenues and expenses, and ways to implement the planning into day-to-day operations. The session will include the types of data important to collect, the impact of tax rates and property taxes on revenues, and how to project Education and Operations Funds expenses. Participants will have the opportunity to work through situations and strategies to take home and begin implementing in their district.

Investing in our Employees: The Key Roles of Benefits & Payroll Amanda Brackett, Chief Financial Officer, Tippecanoe School Corp. Gail Collins, Payroll Manager, Tippecanoe School Corp. Randi Libby, Business Manager., Wa-Nee Community Schools Gina Buhr, Director of Business Operations, DeKalb County Central USD Jeanine Corson, Human Resources Director, New Albany-Floyd County Schools Claudette Doyle, Regional Compliance Officer, Assured Partners This workshop will focus on the importance of effective and efficient coordination of payroll and benefits administration in light of the school district's goals regarding employee retention. Best practices will be addressed to demonstrate why payroll and benefits play an essential role in the human capital needs of the organization.

11:30 a.m. – 1:00 p.m. LUNCH FOR PRE-CONFERENCE WORKSHOPS PARTICIPANTS

1:30 p.m. – 4:30 p.m. PRE-CONFERENCE WORKSHOP & CLINIC SESSIONS

Ask the Experts: DLGF, SBOA, and IDOE School Finance

Fred Van Dorp, Budget Division Director, Dept. of Local Government Finance Chase Lenon, Director of Audit Services, State Board of Accounts Jonathan Wineinger, Asst. Director of Audit Services, State Board of Accounts Melissa Ambre, Director of School Finance, Indiana Department of Education

These sessions will cover the latest news & updates from each expert, along with time for Q & A.

2020 IASBO 74th Annual Meeting May 6-8, 2020


AGENDA

continued on page 19


Wednesday Continued . . . PRE-CONFERENCE WORKSHOP & CLINIC SESSIONS

Becoming More A¢¢ountable For Your Success

Jones Loflin, Speaker, Trainer, Coach, and Author: Juggling Elephants, Always Growing, Getting to It, Getting the Blue Ribbon, When not working with some amazing individuals and organizations seeking better results, Jones resides in Denton, North Carolina with his wonderful wife Lisa and their two daughters.

In your world, there’s never enough money at the end of the day to meet all the needs in your school district. In the same way, you often find that there’s not enough time to get everything done. This consistent “negative balance” brings stress to you, your team, and even your family.

In today’s workshop, author and speaker Jones Loflin will offer a fresh and fun way to better manage your time using a process very familiar to all of us. From improving your balance sheet to budgeting to zero, you’ll learn a myriad of ways to help you and those around you increase productivity and reduce stress. And we promise you will never look at the “numbers” the same way again.

5:30 – 7:00 p.m. OPENING MIXER

Thursday, May 7th 6:30 a.m. – 7:45 a.m. BREAKFAST

7:00 a.m. – 8:15 a.m. REGISTRATION

8:00 a.m. – 9:30 a.m. OPENING SESSION

9:45 a.m. – Noon EXHIBIT HALL OPEN

10:00 a.m. – 11:10 a.m. TREASURER / DEPUTY TREASURER ROUND TABLES (Choose two 30-minute sessions)

Procurement for Food Service

IDOE Link Initiative Update

W-4 Updates / Procedures

The New Hire Checklist….Where do I Start?

New to Schools 101: The 5 W’s = Who, What, Why, When, Where

Noon – 1 p.m. LUNCH

1:00 p.m. – 3:00 p.m. EXHIBIT HALL OPEN

3:15 p.m. – 4:15 p.m. CLINIC SESSIONS

Dept. of Local Government Finance (DLGF) Update

Indiana Public Retirement System (INPRS) Update

Fraud Detection and Prevention

Indiana ASBO pCard Program Deep Dive: How to get more from your program, increase efficiency, and maximize rebate potential.



Thursday Continued

3:15 p.m. – 4:15 p.m. CLINIC SESSIONS, Contd.

403(b) Plans – What You Don’t Do May Hurt You

The Impact of the 2020 Census Results on School District Planning

The Design, Implementation, & Impact of a Comprehensive Energy Conservation & Generation Plan – including Solar Power


State Board of Accounts (SBOA) Updates

Intelligrants

School Business Operations Compliance: Quid pro quo, conflicts of interest, vendor gifts, board policies, newspaper notices, public purchasing compliance, etc.

Why Human Resources and Transportation Must Work Together

Employee Speech

Understanding your Tax Base

Auditoriums – Maintenance & Safety

6:30 p.m. – 8:30 p.m. AWARDS BANQUET

8:45 p.m. AWARDS BANQUET AFTER PARTY

Friday, May 8th 6:30 a.m. – 8:00 a.m. BREAKFAST

7:00 a.m. – 8:00 a.m. RESEARCH COMMITTEE MEETINGS

8:00 a.m. – Noon REGISTRATION

8:15 a.m. – 9:15 a.m. CLINIC SESSIONS

Indiana School Boards Association (ISBA) Legal Update

IDOE School Finance Update

Cash Management

School Transportation Hot Topics

‘Talkin ‘bout My Generation: Helping Employees of Different Generations Understand and Appreciate Their Benefits

Construction Delivery Methods: Which Method Should We Use?

Environmental Testing Concerns, Strategies, & Requirements

-

- -- -

IASBO Platinum Sponsor . . .



Friday Continued 9:30 a.m. – 10:30 a.m. CLINIC SESSIONS


IEERB: What do they Really know?

Grant Management

Compliance in School Nutrition: Pantries, Donations, Cafes etc.

Best Practices in Interviewing, Hiring, and Onboarding New Employees

Referendums: What to Know

Crime Prevention Through Environmental Design (CPTED) 10:30 a.m. – 11:00 a.m. BREAK / HOTEL CHECK-OUT TIME

11:00 a.m. – 12:15 p.m. THINK TANK ROUND TABLES

Chief Financial Officers/Superintendents – Small Corporations 2,000 and less ADM Chief Financial Officers/Superintendents – Medium Corporations 2,001-8,000 ADM Chief Financial Officers/Superintendents – Large Corporations 8,001 + ADM Treasurers / Business Office Specialists

Human Resources

School Operations: Facility / Technology / Transportation 12:30 p.m. – 1:30 p.m. CLOSING LUNCH

Thursday Continued

3:15 p.m. – 4:15 p.m. CLINIC SESSIONS, Contd.

403(b) Plans – What You Don’t Do May Hurt You

The Impact of the 2020 Census Results on School District Planning

The Design, Implementation, & Impact of a Comprehensive Energy Conservation & Generation Plan – including Solar Power


State Board of Accounts (SBOA) Updates

Intelligrants

School Business Operations Compliance: Quid pro quo, conflicts of interest, vendor gifts, board policies, newspaper notices, public purchasing compliance, etc.

Why Human Resources and Transportation Must Work Together

Employee Speech

Understanding your Tax Base

Auditoriums – Maintenance & Safety

6:30 p.m. – 8:30 p.m. AWARDS BANQUET

8:45 p.m. AWARDS BANQUET AFTER PARTY

Friday, May 8th 6:30 a.m. – 8:00 a.m. BREAKFAST

7:00 a.m. – 8:00 a.m. RESEARCH COMMITTEE MEETINGS

8:00 a.m. – Noon REGISTRATION

8:15 a.m. – 9:15 a.m. CLINIC SESSIONS


IDOE School Finance Update

Cash Management

School Transportation Hot Topics

‘Talkin ‘bout My Generation: Helping Employees of Different Generations Understand and Appreciate Their Benefits

Construction Delivery Methods: Which Method Should We Use?

Environmental Testing Concerns, Strategies, & Requirements


IASBO Business Associate MembersAAdministrator Assistance Gib Crimmins [email protected] PO Box 87 116 West 7th Brookston IN 47923 www.administratorassistance.com (219) 869-0175 We help school corporations solve problems.Interim positions, budget assistance, specific studies, and many other administrative challenges.

Alliance Environmental Group, Inc. Sandy Shadley [email protected] 5153 Commerce Square Drive, Suite E Indianapolis IN 46237 www.aegindy.com (317) 865-3400 Environmental Consulting: Indoor Air Qual-ity, Asbestos, Lead, PCB’s, Mercury, Radon, Underground Storage Tanks, Vapor Intrusion, Chemicals, Phase I & II Environmental Site Assessments, Remediation

Arc Window Treatments and TintingSteven [email protected] Village Grove DriveFort Wayne IN 46804 (260) 416-9226ARC Window Treatments and Tinting special-izes in the sale, design, and installation of commercial window treatments and 3M window film products including 3M Security and Energy-Control window film.

Asset Control Solutions, Inc.Kim [email protected] E Algonquin RoadSchaumburg IL 60173www.assetcontrolsolutions.com/ (847) 838-2600Fixed Asset Inventory and Valuation

AssuredPartners Rob Stiehl [email protected] 10401 N. Meridian Street, Ste.300 Indianapolis IN 46290 www.assuredptrin.com (317) 595-7363 Risk Management and Employee Benefit Consulting Service Provider with Specialization in Public Schools

Astra Insurance David Paul [email protected] 10401 North Meridian Street Indianapolis IN 46290 www.astrainsurancegroup.com (317) 817-5189 Astra Insurance is the leader in providing complete property & casualty insurance and risk management solutions for Indiana schools.

August Mark Environmental Online WebinarScott [email protected] North Meridian Street, Suite 300Indianapolis IN 46202 (317) 916-3116Consulting

BBAY Advisors LLC Michael Bock [email protected] 330 Intertech Pkwy, Suite 251 Angola IN 46703 bayadvisors.org (260) 585-6786 Architecture, Communications, Construction, Consulting, Design, Facilities, Financial, Food Service, Legal, Software, Technology Areas of expertise also include School Safety; prevention, intervention and response..

BELFOR Property Restoration Shelby Sawchuk-Buchler [email protected] 6205 Morenci Trail Indianapolis IN 46068 www.belfor.com/en/us (317) 297-3443 Education+Universities and Colleges+Public and Private Schools+Insurance Pools and Consortiums+Risk Management+Campus Security+Physical Plant Managers+Residence Life Managers+Libraries and Records+Janitorial ServicesWhen disasters strike schools, colleges and universities, administrators are faced with multiple pressures: student safety and security, tight deadlines, budget restraints, and maintaining academic results.BELFOR has managed recovery projects at educational facilities all over the world. We understand the unique challenges that educational facilities deal with during the recovery process, and more importantly, we understand the consequences and impact on learning.

Benefits 7 Inc. James Franklin [email protected] 780 Old Wheatland Rd Vincennes IN 47591 (812) 882-9100Employee Benefits

Bookkeeping Plus, Inc. Beth Marsh [email protected] 232 E. McClarnon Drive Greenfield IN 46140 www.BookPlusInc.com (317) 462-2049 Accounting.

CCIV LED Lighting SolutionsJames [email protected] Monument Circle Suite 752 Indianapolis IN 46204www.civledlightingsolutions.com(317) 225-0598At CIV LED Lighting Solutions, we pride ourselves on our extensive industry experience, our exceptional process and our strict quality control standards which result in the superior selection of quality LED products that we are known for.

Close Education, LLCLaura [email protected] Montview WayNoblesville IN 46062www.closeeducation.com (317) 409-4430 Close Education is an MWBE-certified, Indiana-based, woman-owned business. Our mission is to bring Indiana the most effective instructional technology solu-tions that include adaptive personalized instruction to all learners, pre-K through adults in the areas of Reading, Math, and Social-Emotional Learning.Our programs specialize in adaptive instructional technology that harnesses sophisticated Artificial Intelligence to Indi-vidualize Instruction for ALL Learners!Student achievement is enhanced by providing additional instructional time beyond what teachers can provide through AI-Driven targeted instruction for each individual.Measurable, Sustainable, Results: All Levels of Students Make Gains in Hours Not Years!

EElectronic Systems Group Marty Cotterman [email protected] 680 North 36th Street Lafayette IN 47905 www.esgindiana.com (765) 449-0694 Fire Alarm Systems & Inspections/Secu-rity Systems/Door Access Controls/Video Systems/Temperature Controls/System Monitoring

Elevatus Architecture Cory Dietz [email protected] 111 E. Wayne St., Suite 555 Fort Wayne IN 46802 www.elevatusarchitecture.com (260) 424-9080 Passionate education architects enhancing the needs of faculty and students today and into the future.

Envoy, Inc.Rich TaylorBusiness Associate [email protected] Birtz RdIndianapolis IN 46216www.envoycompanies.com(317) 284-8618Project and Construction Management Solutions Ergo Resource ManagementTom Green801 N. Huntington St., Suite 7Syracuse IN 46567 [email protected] (574) 457-8020Consulting

FFanning Howey William Payne [email protected] 350 East New York St., Suite 300 Indianapolis IN 46240 www.fhai.com (317) 848-0966 Fanning Howey is an architecture, inte-riors and engineering firm specializing in learning environments.

Fifth Third Bank, Indiana Paul Burch [email protected] 251 North Illinois Street, Suite 1200 Indianapolis IN 46204 www.53.com (317) 383-2668 Providing municipal services for 150 years, including public school sector leasing, underwriting, cash and investment management, insurance and employee benefits. Fifth Third Securities Inc. Jay Ryals [email protected] 251 North Illinois Street, Suite 1200 Indianapolis IN 46204 www.53.com (317) 383-2086 Bond underwriting and financial services, bond refinancing, tax exempt leases, bond reinvestments, energy loans, TANS.

Financial Solutions Group, Inc. Gregory Guerrettaz [email protected] 2680 E Main St., Suite 223 Plainfield IN 46168 www.fsgcorp.com (317) 837-4933 Financial Solutions Group, Inc. (FSG Corp.) is an independent Financial Advisory firm assisting clients with services including Bond Issues (G.O. & Lease Rental), Equipment Leases, Sustainability/ 5 Year Cash Flow Plans, Budgets, Bond Ratings, and Internal Controls to schools across Indiana, with over 30 years experience.

Fink Forms, Inc.Becky [email protected] E. Dupont Road #94Fort Wayne IN 46825www.finkforms.com (260) 489-7149Budget forms for schools that are Gateway compatible.

First Internet Bank Tim Dusing [email protected] 11200 USA Parkway Fishers IN 46037 www.firstib.com (317) 806-1947 We offer a variety of lending & depository solutions for taxable & tax-exempt financing needs.


Horizon Bank Dave Voris [email protected] 302 N Alabama Street Indianapolis IN 46204 www.horizonbank.com (317) 608-2085 Deposits, Investments, Municipal Financing, and Treasury Management for schools.

HPS Dawn Harding [email protected] 3275 N. M-37 Hwy, PO BOX 247 Middleville MI 49333 www.hpsnet.com (269) 795-3308 HPS is group purchasing organization that serves the needs of more than 4,000 members in 25 states. Member-owned and operated since 1949, our core membership base is made up of organizations that have a direct impact on the communities they serve, from schools to hospitals to senior living facilities and more. For essentially everything you would need to run your or-ganization, we put vast purchasing power in your hands without losing focus on your individual needs.

IICMA-RCKevin [email protected] 3rd Avenue, NECarmel, IN 46032www.icmarc.org(317) 695-4349Almost 50 years of experience in providing Retirement Solutions for Public Employees. We offer 403(b), 401(a), 457(b) and Retiree Healthcare. As a non-profit organization our culture and values align with our clients.

Indiana Bond BankRon [email protected] W. Market Street, Suite 2410Indianapolis IN 46204www.inbondbank.com (317) 233-0888 Our mission is to assist local government in obtaining low-cost finance for their operations.

Indiana Filter SupplyDavid B [email protected] Centerpoint Dr., St. 750Indianapolis IN 46256 (317) 341-1927Energy Management, Facilities InterfaceLarry [email protected] west 84th st.Indianapolis IN 46260 (317) 445-2813Interface provides an IAESC contract price for Carpet Tile and LVT. No transition strip required. Interface LEEDS with 100% recycled Nylon ( and Fishing nets) and Backing material. Intersept Antimicrobial is warranted life time. Interace has a 20 year warranty of Carpet Tile and 15 year Warranty for LVT

IASBO Business Associate MembersFirst Merchants BankFrancis [email protected] N Meridian St., Suite 350Indianapolis IN 46290 www.firstmerchants.com (317) 566-7683Financial

GGibraltar Design, Inc. James Thompson [email protected] 9102 N. Meridian Street, Suite 300 Indianapolis IN 46260 www.gibraltardesign.com (317) 580-5777 Full service Architectural/Engineering Firm with focus on K-12 and Higher Ed facilities.

GMB Architecture + EngineeringStephanie [email protected] North Alabama Street, Suite 230Indianapolis IN 46204www.gmb.com (317) 641-0674GMB Architecture + Engineering is a full service architecture and engineering firm specializing in K-12 educational design.

HHays & SonsLiz [email protected] E Thompson RoadIndianapolis IN 46227www.haysandsons.com(317) 672-9750Construction

Hillyard Indiana Darin Miller [email protected] 14317 West Painter Drive Daleville IN 47334 www.hillyard.com (800) 296-4213 Family-owned national manufacturer of cleaning chemicals and developer of an industry-leading cleaning cost analysis program. Hoosier School Services LLCMichele [email protected] Victor Dr.Mooresville IN 46158 (317) 430-0766Working with schools in all areas of financial management. Have a tricky financial issue-- no problem, we have you covered!

HoosierFundCurt [email protected] N. Meridian St, Suite 125Indianapolis IN 46260 (317) 844-8077Financial

JJ+J Flooring Erik [email protected] Whisper Ridge DrNoblesville IN 46060www.jjflooringgroup.com (317) 318-3341Established in 1957, J+J Flooring Group is a leading manufacturer of commercial specified flooring. With broadloom and modular carpet, Kinetex textile composite flooring and LVT (Luxury Vinyl Tile) – we provide a range of product and service so-lutions to meet the needs of our customers in the corporate workplace, EDUCATION, healthcare, retail and hospitality sectors.That guiding ethic continues today as J+J Flooring Group strives to positively impact our associates, customers and community on a daily basis. By putting our people first, we produce products with pride, provide value to our customers and make a difference in our community.

Johnson Controls, Inc. Jennifer Payne [email protected] 1255 N Senate Avenue Indianapolis IN 46202 (317) 746-0915Energy Management

Johnson Melloh SolutionsCraig [email protected] Stockberger PlaceIndianapolis IN 46241www.johnsonmellohsolutions.com(317) 536-6106Renewable, sustainable, and reliable alter-native energy projects for schools.

KKeystone Architecture, Inc.Mark [email protected] Main StreetLafayette IN 47901www.keystonearch.com (765) 420-7400Keystone Architecture is one of Indiana’s largest architectural firms. Kovert Hawkins Architects, Inc.Christy [email protected] Walnut StreetJeffersonville IN 47130 www.koverthawkins.com (812) 282-9554Educational Facilities Planning, Feasibil-ity Studies, Architectural and Interior Design... with Personalized Service.

Krieg DeVault LLPMatt [email protected] Indiana Square, Suite 2800Indianapolis IN 46204www.kriegdevault.com (317) 636-4341 Krieg DeVault LLP is diversified law firm representing a wide variety of local, regional and national clients. Our Indiana offices locations include Indianapolis, Carmel, Mishawaka, and Merrillville. The Firm’s attorneys have significant experi-ence in key areas that address the needs of a diversified client base.

LLancer & Beebe Architecture Terry Lancer [email protected] 719 East New York Indianapolis IN 46202 www.lancerbeebe.com (317) 797-6595 Architecture, Planning, Interior Design

MMacAllister Transportation Ryan Campbell [email protected] 8800 Brookville Rd. Indianapolis IN 46239 www.macallistertransportation.com (317) 448-6991 Blue Bird School Bus parts, sales and service. Maverick Energy Consulting, Inc. Russ Paluch [email protected] 4228 Chaparral Drive Naperville IL 60564 www.maverickec.com (815) 498-3855 Energy procurement and price risk man-agement specialists.Whether you are an experienced energy buyer or a novice, Maverick Energy Consulting will save you time and money.We sit on your side of the table. We do the shopping for you. We use our experience to negotiate the BEST supplier terms, protect your business and maximize your savings.

Midwest Glass TintersDaniel [email protected] Jamie LaneWauconda, IL 60084(888) 436-8347We are 3M’s largest dealer/installer of Safety Films in the Midwest

Milliken Carpet Joe Salerno [email protected] 13945 Brisbane Drive Fisher IN 46038 www.milliken.com (317) 695-6675 Milliken offers cushioned back carpet tiles that are anti-microbial tec, provide better acoustics, ergonomics and adhesive free installation. The product is also a great solution for high moisture concrete installations.


IASBO Business Associate MembersMJ Insurance, Inc. Frank Crossland [email protected] 571 Monon Blvd., Suite 400Carmel IN 46032 www.mjinsurance.com (317) 805-7500 Employee Benefit Strategic Advisory Services, Property & Casualty Insurance and Risk Management

Moisture ManagementJason [email protected] Crosspoint Blvd., Suite 100Indianapolis IN 46256www.moisturemanagementllc.om 317-577-0910Founded in 2004, Moisture Management is a collaboration of industry professionals with more than 200 years of roofing and waterproofing experience. We are dedi-cated to providing high-quality, innovative roofing and waterproofing consulting solutions at reasonable costs.We offer roofing and waterproofing design services, facility roof audits, asset management programs, and capital project oversight.

MySchoolBucks- Heartland School Solutions Mary Ryan [email protected] 765 Jefferson Road Rochester NY 14623 www.heartlandschoolsolutions.com (800) 724-9853 ext. 83482 MySchoolBucks makes it easy to manage all school fees and purchases in one easy-to-use platform. Accept payments online and in-person for the convenience, flex-ibility, and security your staff and parents deserve. MySchoolBucks is brought to you by Heartland, the leading provider of secure online and on-campus payment solutions.

NNFP Property & Casualty Services Tim McCormick [email protected] 302 E Market Street Crawfordsville IN 47933 www.nfp.com (765) 362-3795 Comprehensive insurance and risk management services for school corporations.

PPatcraft Commercial Flooring Scott Martin [email protected] 3166 E. 150 S. Franklin IN 46131 www.patcraft.com (317) 432-0003 Floorcovering, Carpet Tile, Resilient Floor-ing, Sheet Vinyl, Carpet, LVT, Solid Vinyl Tile, Quick Ship Flooring,

Piper Jaffray & Co David Wimmer [email protected] 450 East 96th Street, Suite 500 Indianapolis IN 46240 www.piperjaffray.com (317) 581-6305 Not every firm can help underwrite and distribute bonds that lead to successful transactions. Piper Jaffray can. We use our experience, resources and trading capabili-ties to bring full-service support to our K-12 education clients.

PlanPILOTBill [email protected] W Jackson BlvdChicago IL 60606www.planpilot.com (312) 973-4914PlanPILOT is a retirement plan consult-ing firm focused on serving the education market

Policy Analytics, LLC Jason O’[email protected] W. Washington St., Suite 425Indianapolis IN 46204(317) 860-0785We help cities, schools and counties under-stand the factors that shape their revenues and expenditures. Using deep data analysis, we help build fiscal plans that are proactive, sustainable and durable.

Primary Engineering, Inc. Mike Lubbehusen [email protected] 2828 Lake Ave Fort Wayne IN 46805 www.primary-eng.com (260) 657-0500 Consulting engineering services for HVAC, lighting, power and communication systems. Infrared thermal imaging and wireless network modeling.

RRE Sutton & Associates Richard Sutton [email protected] 11595 N Meridian St, Suite 250 Carmel IN 46032 www.resutton.com (317) 574-5002 Employee benefit consultants, specializing in public entities.

Receivables Management PartnersKeith [email protected] knue roadIndianapolis IN 46168 www.receivemoremp.com(317) 698-0824Local agency that specializes in billing, and collections of accounts receivables for schools. (text books, food services, technology fees, etc)

Regional Data Services, Inc.Jenna [email protected] Arrowhead Ct.Crown Point IN 46307www.regionaldata.com (219) 661-3200Indiana based software provider special-izing in administative and web based software for over 30 years.

Regions BankBill [email protected] Indiana Square, Suite 905Indianapolis IN 46204 www.regions.com(317) 221-6115Regions is a full service financial institu-tion offering solutions designed specifi-cally for governments.

Reitano Design GroupScott [email protected] N East Street, Studio OneIndianapolis IN 46202www.reitanodesigngroup.com (317) 637-3204Reitano Design Group (RDG) offers a fresh perspective to commercial culinary design. An unconventional approach that delivers real, measurable results to our clients and design team partners. Through our understanding of the most recent design trends, broad knowledge of foodservice equipment, and the understanding of the children we are serving, we lead our clients through the transformation of their culinary spaces. RDG is based out of Indianapolis, IN. Firm Principal, Scott Reitano, is a national thought leader in the design of primary education foodservice facilities. RDG is currently designing foodservice spaces in schools throughout the Midwest and across the country.

RYCOR Nezika [email protected] S. Gilbert Rd., Suite 1-267Chandler AZ 85249www.rycor.net (800) 310-3660By fully automating student billing, fee collection, and payment allocation, RYCORs’ solutions save districts valuable time and money, while providing con-venience for both school administrators and the parents to manage payments in a hassle-free manner. Our full suite of busi-ness solutions includes Fee Management, Online Payments, Lunch, eForms, Asset Management and Event Ticketing.

SSpeclialized Data Systems, Inc.Maury [email protected] E. Randolphwww.schooloffice.comChicago IL 60601 (800) 323-1605Web based Financial Accounting/Human Resources, Payroll as well as Web based Student Information Systems.

SprintRobyn [email protected] Keystone Crossing, Suite 200Indianapolis IN 46240www.businesssolutions.sprint.com (317) 345-9865Sprint Perks offers our Premium Plan at a Mid-Tier Pricing to all K-12 employees in the State of Indiana. Our smart device lineup paired with our ever-growing network will ensure you get the most bang for your buck.

Stair Associates, Inc. Randy Stair [email protected] 9641 Commerce Dr Carmel IN 46032 www.stairnet.biz(317) 228-1900 Architectural and MEP design for schools, with a focus on energy efficient systems including geothermal.

Steele Benefit Services Steve Sonntag [email protected] 9020 Crawfordsville Road Indianapolis IN 46234 www.steelebenefits.com (317) 286-6121 Benefits management technology including ACA reporting, benefit enrollment and communication support and benefit administration software.


IASBO Business Associate MembersTTarkettJen [email protected] Shannon LnKokomo IN 46901 www.commercial.tarkett.com/en_US/(765) 480-3266State of Indiana Flooring QPA Holder for Carpet and Luxury Vinyl Tile materials and installation. We are the Manufacture and assist with Project/Design Consultation as well.

TRANE Brian Pickering [email protected] 5355 North Post Road Indianapolis IN 46216 (317) 255-8777 Creating and sustaining safe, comfortable, and efficient environments.

TWPeterson Law OfficeThomas [email protected] Halton Place, Suite AIndianapolis IN 46220www.twpetersonlaw.com (317) 691-6524Bond Counsel serving Indiana Schools since 1986

WWeigand ConstructionChristopher [email protected] Honeywell DriveFort Wayne IN 46825 www.weigandconstruction.com(260) 490-7449Construction, Facilities

XXchange Benefits, LLCDanny [email protected] S. Meridian St., Ste BIndianpolis IN 46217www.xbllc.com (317) 300-7199Employee Benefits

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