President’s Message

Some Lincoln Quotes or Speeches to Remember “A child is a person who is going to carry on what you have started. He is going to sit where you are sitting, and when you are gone, attend

Office of Executive Director to those things which you think are important. One N. Capitol, Suite 1215 You may adopt all of the policies you please, but , IN 46204 (317) 639-3586 x106 how they are carried out depends on him. He FAX (317) 639-4360 will assume control of your cities, states, and E-mail: dcosterison@-asbo.org www.indiana-asbo.org nations. He is going to move in and take over your churches, schools, universities, and corpo- Steve Sonntag rations…The fate of humanity is in his hands.” IASBO President ~~Abraham Lincoln. Upon the subject of education … “I can only say that I view it as the most important subject which we as a people may be engaged in.” ~~

Vol. XXXXVII No. 7 Vol. June 2014 Abraham Lincoln. “Four score and seven years ago our fathers brought forth on this continent, a new nation, conceived in Liberty, and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation, or any nation so conceived and dedicated, can long endure. We are met on a great battle-field of that war. We have come to dedicate a portion of that field, as a final resting place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But, in a larger sense, we can not dedicate — we can not consecrate — we can not hallow — this ground. The brave men, living and dead, who struggled continued on page 2

Articles of Interest . . . President’s Message...... 1-2 The Three Legged Stool...... 12 From Denny’s Desk...... 4-5 Excerpts from the Legal Educator...... 14-16 IASBO Goals...... 6 Frequently Asked Questions...... 17-18 2014-15 IASBO Calendar ...... 7-8 Bus Replacement Fund Notices...... 19-20 Public Integrity Coalition...... 10 Capital Projects Fund Plan...... 21-23 IASBO New Members...... 10 Annual Meeting Award Photos...... 23-24 Replace Don’t Erase Workshop...... 11 Business Associates...... 25-29

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Indiana Association of School Business Officials Indiana public education and the profession of school business management.

Inter-Com Statement IASBO InterCom June 2014 - 1 President’s Message . . . continued from page 1 Visit Indiana ASBO here, have consecrated it, far above our poor power to add or detract. at The world will little note, nor long remember what we say here, but www.indiana-asbo.org it can never forget what they did here. It is for us the living, rather, to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us — that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion — that we here highly resolve that these dead shall not have died in vain — that this nation, under God, shall have a new birth of freedom — and that government of the people, by the people, for the people, shall not perish from the IASBO OFFICERS AND earth.” ~~ Abraham Lincoln BOARD OF DIRECTORS 2013-2014 This last quote is the Gettysburg Address delivered in Gettysburg on President Steve Sonntag, Clark-Pleasant November 19, 1863 but didn’t become popular until the U.S. centen- President-Elect Janet Gruwell, nial in 1876 after the Civil War ended. The speeche’s significance was Concord reconsidered in light of the war’s outcome and in the larger picture of Vice President Joe Licata, America’s young history. It is thought by many to be one of Lincoln’s MSD of Washington Twp. greatest speeches and one of the most famous speeches in U.S. history. Treasurer Weedie Smith, Decatur County Abraham Lincoln realized the importance of education and so do Regional Directors IASBO members. This is one of the reasons why we do what we do Terms Ends June, 2015 in the field of school business. Although, we are not fighting a civil Kevin Scott, Warsaw war we do “fight the good fight for education”. We strive for a better Scott Bowling, Crawfordsville Leslie Rittenhouse, Yorktown future for our children and their children. A strong education system is Jud Wolfe, Plainfield the cornerstone for that better future. Amber Fields, Jennings County Thank you for allowing me to share my passion for the civil war Term Ends June, 2014 and for Abraham Lincoln this past year as the IASBO President. I Ted Zembala, Hobart Kirby Stahly, East Allen wish Janet Gruwell all the best with her new Presidency. I wish Mark Stanley Hall, Peru Miller the best in his upcoming retirement. Remember, Mark you just Donna Wilson, Vigo County never know who you’ll see on your hiking trails. We have grown so Rick Allen, Southeast Dubois much under the leadership and assistance from Denny, Mark and Ella. Past President Lynn Kwilasz, RSBO, Thanks to all of them for their devotion to IASBO and the member- Duneland ship. Thanks to the membership of IASBO for “fighting the good Exhibitor Representatives fight for education” and for fighting for that child because Tim Thoman, “The fate Performances Services of humanity is in his hands”. Mike Galliher, Boyce Forms/Komputrol God Bless! Steven Sonntag Member Services Administrator 2013-14 IASBO President Ella Adamson Director of Professional Development Mark Miller, RSBA Executive Director Dennis Costerison, RSBO

Office of Executive Director One North Capitol, Suite 1215 Indianapolis, Indiana 46204 (317) 639-3586 FAX: (317) 639-4360 E-mail: [email protected] www.indiana-asbo.org

2 - IASBO InterCom June 2014 Thank you, Indiana public school corporations, for helping us become the #1 Public Financing Bond Counsel in Indiana for 2013, as ranked by The Bond Buyer. It takes great clients to do great work.

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IASBO InterCom June 2014 - 3 from Denny’s Desk Dennis Costerison, IASBO Executive Director

The next edition of the IASBO InterCom will ship on the Board as President and as an officer has be sent in September, and there will be changes to been exemplary. She will be missed on the Board, the IASBO Board of Directors and officers for the but she will still be an active member in Region 1 and upcoming year. But, one major change will be that with IASBO. Dr. Mark Miller will no longer be the IASBO Direc- This summer, IASBO will be busy with commis- tor of Professional Development. After seven years sions that will be meeting on a variety of topics. The in that capacity, Mark will be retiring on August 31 Commission on Business Personal Property and of this year. During Mark’s tenure with IASBO, Business Taxation which was created in SEA 1 of our professional development activities have grown this past session will be an important group to follow. substantially. Here are some of the new events that Not only are they going to be discussing the business have been implemented in the past seven years: two personal property tax issue, but they will also be look- new tracks (Human Resources and Facility Direc- ing into tax incremental financing and circuit breaker tors) have been added to the IASBO Certification issues. David Holt, Chief Financial Officer for the Program; the Facilities Conference was created; the MSD of Warren Township, is IASBO’s representative Winter and Summer Institutes have been added for on this commission. the Certification Program; partnerships with CoSN Attorney General Greg Zoeller has created the (technology seminar) and IAEOP (office profes- Public Integrity Commission to enhance the training sionals seminar) have been made; and, all IASBO and potential legislative changes dealing with public professional development programs are now “paper- corruption. I will be IASBO’s representative on this less”. Mark has been a significant player in moving commission. IASBO is the only school related group forward with these activities. I know we all wish on the commission. This has many potential implica- him well as he heads into the next phase of his life. tions to school business officials. More information Thanks Mark for all that you have done for IASBO on the commission can be found in this edition of the and for being a good friend. InterCom. One of the encouraging things I have seen over With Mark Miller’s retirement, Indiana ASBO is in the years is the changing of the guard on the IASBO the process to select a new Director of Professional Board of Directors. There is always someone ready Development. It is our hope that an individual will to be the next person up and help lead the associa- be chosen by July 20. We will alert the membership tion. On July 1, the IASBO Board will have three when a person has been selected. new regional directors - Kelley Kitchen in Region I would be remiss not to thank Steve Sonntag for a 1, Monte VanGessel in Region 3 and Carla Gambill terrific year as IASBO President. I greatly appreciate in Region 7. Ted Zembala of Hobart will move into his support and leadership this year. I am also a Lin- the IASBO Treasurer’s position. IASBO wants to coln disciple and the one quote he uses in his article thank Donna Wilson (Region 7) and Kirby Stahly this month that ends with “The fate of humanity is in (Region 3) for their past efforts as regional directors. his hands” is on my office wall right over my comput- In all my years as the IASBO Executive Director, er screen. I look at it every day and know that there is one of the toughest things is to see the past presi- always someone out there who will carry on what we dent leave the Board. Lynn Kwilasz has been an have started. Thanks Steve for a great year! officer for the past five years and a regional director Now is the time for school business officials to en- before that. Lynn has been an intrical part of the joy their summer vacation and relax. Well, of course continuing growth of Indiana ASBO. Her leader- that is the public’s perspective, but we all know that

continued on page 5 4 - IASBO InterCom June 2014 from Denny’s Desk continued . . .

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IASBO InterCom June 2014 - 5

2014-2015 IASBO Goals

Mission Statement

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.

Communication  Promote IASBO as the voice of school business management for the State of Indiana.  Promote the roles of the School Business Official.  Provide timely, pertinent information directly to the membership.  Promote open communication with the membership, other educational associations, state organizations, state agencies, the governor’s office, and the General Assembly.

Education  Promote the IASBO Annual Meeting as the premier professional development opportunity for the school business management profession.  Support and promote the Association’s professional development programs.  Maintain and evaluate the IASBO Certification Program.  Support and evaluate the IASBO Mentorship Program.  Support and sustain the IASBO Research Committees.

Legislative  Promote the role of the School Business Official in the legislative process.  Develop and promote legislation that will advance Indiana’s public education system, and the school business management profession.

Membership  Strive for IASBO membership in every public school corporation.  Support and increase regional participation in IASBO.  Increase the number of members participating on the IASBO Research Committees.

Partnerships  Continue a strong, collaborative relationship with ISBA and IAPSS.  Foster strong relationships with IASBO Sponsors.  Continue to improve relationships with other educational associations, state organizations, state agencies, the governor’s office, and the General Assembly.  Promote collaborative efforts with the business community.

Financial  Maintain the fiscal health of the Association.  Explore opportunities to fund a leadership academy.

6 - IASBO InterCom June 2014 2014-15 Indiana ASBO Professional Development Calendar

2014 November 20 PD Seminar – Understanding the Legislative Process September 1 Labor Day Embassy Suites Downtown, Indianapolis September 3 IASBO Foundation Golf Outing November 27-28 Thanksgiving Eagle Creek Golf Course, Indianapolis December 3 Certification Course September 4 IASBO Board of Director’s Meeting The Palms, Plainfield Hilton Garden Inn Airport, Indianapolis • Budgeting for School Operations September 11 PD Seminar -

Extracurricular Accounting December 8-9 IAPSS Annual Meeting Marriott East, Indianapolis Greensburg High School December 11 IASBO Board of Director’s Meeting September ISBA/IAPSS Annual Meeting Hilton Garden Inn Airport, Indianapolis 15-16 Convention Center, Indianapolis December 12 ISBA School Law Seminar September ASBO International Annual Meeting Marriott North, Indianapolis 19-22 Orlando, Florida December 16 PD Seminar – School Finance Issues September 25 Certification Courses The Palms, Plainfield The Palms, Plainfield • Systems – HVAC, Electrical & Technology December 25 Christmas • Utility and Energy Conservation 2015 October 2 PD Seminar – January 1 New Year’s Holiday Data Driven Decision-Making The Palms, Plainfield January 21 PD Seminar – School Nutrition Issues The Palms, Plainfield October 8 PD Seminar – Office Professionals Issues January 23 Treasurer’s Workshop - #1 The Palms, Plainfield MSD of Pike Township Administration Office, Indianapolis October 14 Certification Courses The Palms, Plainfield January 29 Certification Course • Performance Evaluation MSD of Warren Township Administration Office, Indianapolis • Leadership • Budgeting Fundamentals October 29 Certification Courses January 30 Budget Workshop - #1 The Palms, Plainfield MSD of Warren Township Administration Office, • Risk Management/Environment Health & Safety Indianapolis • Business Ethics & Fraud Prevention February 2-3 Winter Institute – November 6 PD Seminar – Certification Courses Business Office 202 The Palms, Plainfield The Palms, Plainfield • Human Resources Administration November 7 ISBA Special Education • Group Unemployment Insurance Issues Seminar • Benefits Administration Renaissance North Hotel, Indianapolis • Payroll Administration November 11 IASBO Facilities Conference February 11 PD Seminar – Technology Issues MSD of Lawrence Township Education & The Palms, Plainfield Community Center, Indianapolis February 13 Treasurer’s Workshop - #2 November 13 PD Seminar – MSD of Pike Township Administration Office, Human Resources Issues Indianapolis The Palms, Plainfield continued on page 8

IASBO InterCom June 2014 - 7 2014-15 Indiana ASBO Professional Development Calendar

February 18-20 ASBO International April 3 Good Friday Executive Leadership Forum April 16 Budget Workshop - #3 San Diego, California MSD of Warren Township Administration Office, February 26-28 AASA Annual Meeting Indianapolis San Diego, California April 17 Treasurer’s Workshop - #4 March 5 Treasurer’s Workshop - #3 MSD of Pike Township Administration Office, MSD of Pike Township Administration Office, Indianapolis Indianapolis April 23 Certification Courses March 6 IASBO Board of Director’s Meeting The Palms, Plainfield Hilton Garden Inn Airport, Indianapolis • Emergency Preparedness March 12 PD Seminar – • Custodial Operations Extracurricular Accounting May 13-15 IASBO Annual Meeting The Palms, Plainfield Grand Wayne Center, Fort Wayne March 13 Budget Workshop - #2 Certification Courses MSD of Warren Township Administration Office, • Food Nutrition Administration (5/13 – AM) Indianapolis • Accrual Accounting (5/13 – PM) March 19 PD Seminar – Purchasing Issues • School Law & Administrative Rules: Advanced The Palms, Plainfield (5/13 – PM) March 21-23 NSBA Annual Meeting May 22 Budget Workshop - #4 Nashville, Tennessee MSD of Warren Township Administration Office, Indianapolis May 25 Memorial Day June 5 IASBO Board of Director’s Meeting IASBO Gold Sponsor . . . Hilton Garden Inn Airport, Indianapolis June 12 ISBA School Law Seminar Marriott North, Indianapolis June 15-16 Summer Institute – Certification Courses The Palms, Plainfield • School Law & Administrative Rules: Basic (6/15 – AM) • Collective Bargaining Strategy & Law (6/15 – PM) • Public Works Law & Administration (6/16 – AM) • Construction Finance (6/16 – PM) June 17 Joint School Finance Seminar TBD

8 - IASBO InterCom June 2014 IASBO Platinum Sponsor . . .

IASBO InterCom June 2014 - 9 PUBLIC INTEGRITY COALITION IASBO Public integrity and the confidence citizens have in their govern- ment is the cornerstone of our democracy. Preserving that confi- New Members dence and reducing acts of public corruption is the responsibility for everyone in government, both local and state. To elevate the Region 1 efforts of those responsible for overseeing this singulary important Thomas Corey task, Greg Zoeller has formed the “Pub- Assistant Superintendent lic Integrity Coalition”. This broad coalition of partner agencies Lake Station and officials will reach out to officials throughout local and state government to educate and inform on the issues of public corrup- tion. Because the vast majority of public workers operate under the Region 2 highest ethical standards, the coalition will conduct education and Ruby Fuentes outreach to help those workers institute best practices within their Deputy Treasurer Middlebury agencies in order to prevent cases from arising. The coalition will have four committees to meet their objectives. The four are: Amy Sivley Training - recommend to the coalition the types of training most Director of Human Resources useful to local officials as well as venues and meetings most ad- Warsaw vantageous to reaching the largest numer of people. This commit- tee will also deliberate the effectiveness of an ethics certification Region 3 Mark Skinner program for officials. Business Manager Legislative - will gather information on potential legislative changes that could help produce better checks and balances in Hamilton Community order to prevent fraud and legislative changes that would enable better and more professional management practices within offices. Region 5 Kevin Brown Statewide Model Ethics Code - will discuss the efficacy of in- Chief Financial Officer stituting a Model Ethics Code that would be available for adoption Anderson by political subdivisions. Jamie Shepherd-Bryant Culture and Outreach - will explore ways to lift the expecta- Treasurer tions of ethical behavior among officials and to communicate that Northwestern (Howard) ethical culture to citizens at large.

The members of the coalition include the following individuals: Region 6 Greg Zoeller, Indiana Attorney General Tammy Chavis , Indiana Assistant Superintendent Connie Lawson, Indiana Secretary of State Franklin County Paul Joyce, State Examiner, State Board of Accounts David Capp, U.S. Attorney, Northern District Region 7 Senator Ed Charbonneau Jeff Gibboney Andy Cook, Mayor of Westfield Principal Randy Strasser, Mayor of Delphi Eminence Representatives from the Association of Cities & Towns, Region 8 Association of Counties and Association of Township Trustees Angela English Indiana ASBO has been asked to be a member of the coalition and Office Aide Denny Costerison will represent IASBO. Denny has been asked to Beech Grove serve on the Training and Legislative committees. The first meet- ing of the coalition is scheduled for Friday, June 27 at 1:00 p.m. Shannon Nesius in conference room B of the State Office Building South. IASBO Food & Nutrition Services Director will keep you informed of the progress of the coalition. Center Grove 10 - IASBO InterCom June 2014 REPLACE DON’T ERASE

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9:15 – Registration and Welcome Name 10:05 a.m. City/Company

10:05 – Recap of Legislative Proposals and SEA 1– 2014 Title 10:45 a.m. • Rhonda Cook, Government Affairs Director and Address Legislative Counsel of IACT • Denny Costerison, IASBO Executive Director City State Zip • Andrew Berger, AIC Director of Government Affairs Phone and General Counsel Email 10:45 – What is a COIT Council and How Does it Work? 11:15 a.m. • , Allen County Auditor REGISTRATION FEE

q 11:15 – Break $15 11:30 a.m. METHOD OF PAYMENT 11:30 a.m. Examining the Commission on Business Personal (Circle One) Check MasterCard Visa Discover – Noon Property and Business Taxation • Matt Greller, IACT Executive Director and CEO Check Number • David Bottorff, AIC Executive Director and CEO Card Number

Noon. – The Evolution and Future of Replace Don’t Erease Expiration Date 3-digit Security Code 12:20 p.m. • Matt Greller, IACT Executive Director and CEO Name of Cardholder • Denny Costerison, IASBO Executive Director Authorized Signature

12:20 – Working with Lawmakers, Local Media and Others to Billing Address (if different from above) 12:30 p.m. Communicate your Concerns • Jennifer Simmons, IACT Deputy Director and COO

City State Zip

REPLACE DON’T ERASE COALITION MEMBERS

IASBO InterCom June 2014 - 11 The Three Legged Stool

When I was a child, growing up in East- What higher education fails to do is look at ern Bartholomew County in Indiana, both my school parent the parent. child mother and my father drove home the point The home has each Indiana school age child that I was going to have an adult life better than during his or her formative years. It is during they had it as they both grew up during the de- these years that kids are taught at home why pression. My father graduated from the sixth grade in they should undertake and finish tasks, and do those Kentucky and my mother graduated from Columbus tasks as well as they possibly can do them. Schools High School. This was something that I took to school and teachers do teach the undertaking and finishing of the first day I went to school and something that was tasks to the best of the student’s ability. Schools and reiterated to me either directly or indirectly when I teachers enter the ball game in the last quarter of play, worked homework each night. no matter the age of the student. Additionally, when growing up, someone told me Despite the general perception that all students that education was like a three legged stool and if any enter school with the same background and in the of the three legs did not work, the stool would fall same way, similar to how raw materials enter a over. The analogy was that if any of the three parts manufacturing facility, however, they do not. School of education did not work then education would not and teachers accept every student who crosses the occur. school threshold as they are, whether or not they have The three legs of the education stool are the follow- had any at home learning experience. This is the last ing: the school, the child, and the parent. quarter of play. It is very interesting that the media today are An example of a piece of research that would be focused on only one of the three legs of the stool worthy of undertaking is to look at charter schools and that is the school. Included in the school are the and their participation from the home point of view. teachers who carry out the duty of educating the child How many charter school students were successful sent to them from the parent. It is also interesting to- before moving to a charter school? This is only one day that research appears to be singularly focused on example of something that could be looked at. the teaching of subject matter by the teacher. Further It is time for higher education to step up to the plate it is interesting that the ap- and do its job. Only when the third leg of the stool pears to be singularly focused on the teacher with the is understood will the stool stand erect can the job of byproduct being the education of the student. education be accomplished. Without such research, I believe it is time for the Indiana General Assem- preferably by higher education, the Indiana State bly, the Indiana Department of Education, along with Chamber of Commerce, along with other non-govern- the United States Department of Education to slightly mental state wide organizations will continue to focus reorient its focus toward the home. It is also time for on their perception of how schools and school teach- Indiana’s institutions of higher learning to refocus re- ers are failing. search toward the home. Higher education in Indiana I believe it is time for us to broaden the education does an excellent job in looking at what content areas horizon and look at the third leg of the stool. are taught, how they are taught, when they are taught (at what age) and the duration they are taught. Ad- Bill Riley, ditionally, higher education does an excellent job in IASBO Past President 4606 W Newton Drive looking at how students are assessed in their various Edinburgh, IN 46124 content areas, when they are assessed and how often they are assessed. Higher education does an excellent job in looking at the teacher and the student.

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IASBO InterCom June 2014 - 13 Excerpts from The ISBA Legal Educator By Lisa F. Tanselle, Esq.

admitted to a “weakness for cleavage” and other parts Seventh Circuit Court of Appeals Decisions of a woman’s body. He encouraged women to engage A school board’s decision to terminate a guidance in “a certain level of promiscuity before marriage.” counselor for publishing a book on adult relation- He listed his qualifications for being an advice-giver ships did not violate his First Amendment rights. as his employment as a girls’ basketball coach, work- ing in an office where he was the sole male counselor, While concluding that the guidance counselor’s and being responsible for approximately 425 high speech was a matter of public concern, the court school students, about half of whom were female. determined that the school board’s interest in ensuring When the superintendent and other school offi- effective delivery of counseling services outweighed cials learned of the book, the superintendent sent the the employee’s speech interest. Craig v. Rich Town- counselor a letter, advising him of specific concerns ship High School District 227, 736 F.3d 1110 (7th Cir. express by members of the community and notifying 2013). him of her intent to recommend his termination to the A male high school guidance counselor self-pub- school board. The school board accepted the recom- lished a book of advice on adult relationships. In the mendation and voted to terminate the counselor’s book, he repeatedly discussed sexually provocative employment. The guidance counselor sued the school themes and used sexually explicit terminology. He district, alleging that his dismissal violated his First suggested that in relationships “women act based on Amendment rights. emotion alone instead of emotion plus intellect.” He The district court dismissed the complaint for failure to state a claim after determining that the book was “little more than a lurid account of plaintiff’s own sexual preferences and exploits.” Thus, the court concluded the book was not speech protected by the First Amendment. The guidance counselor appealed to the Seventh Circuit Court of Appeals. The appellate court disagreed with the lower court’s conclusion that the book was not a matter of public concern. The appellate court noted that speech does not have to relate to an issue of exceptional significance in order to be a matter of public concern. “Public concern is something that is a subject of legitimate news interest; that is, a subject of general interest and of value and concern to the public at the time of publication.” The court further opined that “speech directed to the public need only address a matter in which the public might be interested in in order to be eligible for the First Amendment protection.” The speech in ques- tion here was a book that addressed adult relationship dynamics. In the opinion of the appellate court, in light of the proliferation of advice columns on adult relationships, the subject of the book was a matter of public concern. The court went on, however, to note that “the gov- ernment is entitled to restrict speech that addresses a continued on page 15

14 - IASBO InterCom June 2014 Excerpts from The ISBA Legal Educator continued . . . matter of public concern if it can prove that the inter- ing period was not unreasonable. Formal Complaint est of the employee as a citizen in commenting on the 14-FC-15, Public Access Counselor, February 28, matter is outweighed by the interest of the govern- 2014. ment employer in promoting effective and efficient A resident of Washington, D.C., requested records public service.” In considering the employer’s inter- from the Indiana Department of Education on August est, the court noted that interference with work, per- 8, 2013. The request was for email communications sonnel relationships, or the speaker’s job performance from January 2009 to the present from over 15-named could be considered. Additionally, the court noted that senders of communication and approximately the employer would not have to wait for disruption 80-named recipients. The patron identified 23 key to occur and could rely on reasonable predictions of phrases in an effort to narrow the search. Additionally, disruption. the patron requested copies of all proposals, sched- In this case, the court acknowledged that the school ules, and attachments received by the Department’s districts terminated the guidance counselor’s employ- Office of School Improvement and Turnaround. (The ment based on its prediction that his book would Public Access Counselor noted that the request was create an intimidating educational environment. But presumably related to the national debate sparked the court found the school’s predictions reasonable. in August 2013 over the Department’s A-F school accountability grading system administered by the The court agreed with the school that “female stu- former State Superintendent of Public Instruction.) dents may feel uncomfortable seeking advice from The Department acknowledged receipt of the the counselor given his professed inability to refrain request, however, as of January 29, 2014, the date of from sexualizing females.” Further, his tendency to the formal complaint, had not produced any records objectify women could reasonably mean that some responsive to the request. The Department further female students would feel uncomfortable in reach- advised the Public Access Counselor that they receive ing out to him for advice. In the opinion of the court, numerous requests for information and process the the subjects addressed in the book inextricably related requests in the order in which they are received. to issues for which a female student may seek the The Counselor noted an agency’s duty to provide advice of her guidance counselor, thus school district records within a reasonable time and advised that officials reasonably concluded that some of these “reasonableness is a subjective standard which chang- students, knowing the counselor’s views on these top- es on a case-by-case basis.” In this case, considering ics, would decline to ask for his help. Based on these the number of requests for records that the Depart- findings, the court concluded the school’s interests ment receives, the limited number of staff members in protecting the integrity of counseling services at assigned to address public records requests, and the the high school “dwarfed” the counselor’s interest in volume of records specified in this particular request, publishing his book. Therefore, his termination did the Public Access Counselor concluded it was not un- not violate the First Amendment. reasonable for the Department to not have produced ______records responsive to the request in the five months between the request for records and the date of the complaint. The Counselor acknowledged that five Public Access Counselor Opinions months is a long time to wait for records production and that normally he would find a violation, however, The Indiana Department of Education did not in this case, “given the unprecedented amount of at- violate the Access to Public Records Act by failing to tention and public records requests received by the produce records in a more timely fashion. Department in light of Augusts’ [sic] news cycle, I do Because of the volume of records requested by the not find it unreasonable that the Department has taken patron and the number of other record requests being this amount of time to even commence investigation processed by the Department of Education, the Public into the response... .” ______Access Counselor determined that a five-month wait- continued on page 16

IASBO InterCom June 2014 - 15 Excerpts from The ISBA Legal Educator By Lisa F. Tanselle, Esq.

The Board voted to uphold the fact finder’s report, Indiana Education Employment with the exception of the findings and conclusions re- Relations Board Decisions garding compensation for teacher’s duties. The Board Board upholds fact finder’s determination that deleted these provisions in light of the fact the Board the last best offer submitted by the Carmel Clay has decided to appeal the Nettle Creek decision to the Court of Appeals. Schools should be accepted. ______The Indiana Education Employment Relations Board found that the teacher’s association last best offer did not comply with its regulations and therefore If you have a questions or would like a copy of any documents referred should be rejected; alternatively the Board considered to in this article, please contact Lisa Tanselle, Staff Attorney, the provisions of both offers and voted to accept the Indiana School Boards Association, by phone 317-639-0330, ext. 110 or by email [email protected]. school’s last best offer. In the Matter of the Impasse Between Carmel Clay Education Association and Car- mel Clay Schools, IEERB Case No. F-13-04-3060, Board Order (February 17, 2014). The fact finder first concluded that the Association failed to submit a last best offer that met the require- ments specified in IEERB’s regulations and there- fore, by operation of 560 IAC 2-4-3.1(d), the school board’s last best offer should be accepted. Alternative- ly, the fact finder concluded the Association’s last best offer should be rejected since it sought to bargain ad- ditional compensation for performing teacher’s duties, it included paid leave for Association president, and it would reinstate a catastrophic leave bank instead of a short term disability plan. The fact finder’s rationale for excluding these provisions was that the compensa- tion language was contrary to the Board’s decision in Nettle Creek, the paid leave provision was contrary to the public interest, and the short term disability plan was previously determined by the fact finder (in an Your Source for Employee Benefits earlier fact finding hearing between the same parties) • Life Insurance to be a better benefit to the teachers. • Long-Term and Short-Term Disability Insurance Before the Board, the Association first argued that • Dental Insurance the school board’s last best offer was also noncompli- • HRA and FSA Plans ant with IEERB’s regulations since it failed to include • Tax-Advantaged Retiree Benefits the DOE certification of general fund revenue and and Payouts therefore it should have been rejected by the fact finder as well. Secondly, once the fact finder deter- mined the Association’s offer was noncompliant, she Chris Cazares Landon Mowry Alison Lomellin should not have then considered the merits of the As- Territory Manager Account Representative Client Relations sociation’s contract proposal. Lastly, in reviewing the [email protected] [email protected] [email protected] specific language proposals, the fact finder erred in

excluding the compensation language in light of the Client Focused. Solution Driven. fact that the Nettle Creek decision was reversed by a www.NISBenefits.com trial court. 800.627.3660 © National Insurance Services of WI, Inc. nis.iasbo.03.14 16 - IASBO InterCom June 2014 STATE OF INDIANA

DEPARTMENT OF LOCAL GOvERNMENT FINANCE INDIANA GOvERNMENT CENTER NORTH 100 NORTH SENATE AvENUE N1058(B) INDIANAPOLIS, IN 46204 PHONE (317) 232-3777 FAX (317) 974-1629

Frequently Asked Questions

May 2014 IASBO Conference

Revised May 28, 2014

1. Why do I have to submit the same debt info every year?

While the Department is working to be able to depend on Gateway Debt Management for this information, the Department is still encountering a number of units that have discrepancies between the final documents and the information in Gateway Debt Management. As a result, the Department requests the hard copy information for verification purposes. In addition, the Department has seen amortization schedules change year over year (particularly with those bonds that include a Federal subsidy), so collection of the debt information each year allows the Department to ensure we have the most recent information for the purposes of the Department’s budget review. The Department will continue to look for improvements to the process.

2. Why do I have to submit the same debt info to SBOA and DLGF separately?

At this time, the Department and SBOA use this information for different purposes and oftentimes may use this information in different geographic locations. While the Department and SBOA have had discussions on ways to better coordinate the collection of this information, it is still a work in progress. The Department will continue to look for improvements to the process.

3. Why don’t the DLGF and SBOA accounts match?

The Department’s account numbers have historically differed from those used by both SBOA and DOE. As we transition to a more electronic system, we understand the difficulties this poses in regard to being able to efficiently complete information on Gateway and being able to compare information across multiple sources. The Department is continuing to have discussions on how to better coordinate the code lists. A key aspect of this discussion is how to adapt our internal technology structure to allow for better coordination. The Department will continue to look for improvements to the process.

Page 1 of 2 continued on page 18

IASBO InterCom June 2014 - 17

4. Why does my field rep still require me to submit paper copies of various documents (and why can’t I submit them on Gateway?

As you are aware, school budgets have many different components and many documents must be provided in order to be able to accurately review a school’s budget. Some of these documents can be substantial in size. Many of the Department’s field representatives work in the field and are limited in their printing resources. Printing these large documents in the field cannot be accommodated using the Department’s current resources. As a result, the Department requests that schools provide information in paper form in order to facilitate the Department’s review. The Department will continue to look for improvements to the process.

5. If my school corporation receives a protected taxes waiver, are we able to choose where we take the circuit breaker loss?

No, according to HEA 1062 – 2014, if a school corporation is granted a protected taxes waiver, the circuit breakers losses are to be proportionate based on the levy for each fund. The Department will be sending much more information out on protected taxes in the next couple of weeks.

6. If a unit uses actual July through December appropriations on Line 2 of the Form 4B for one fund, why must it use actual appropriations for all funds?

If a unit requests to use actual appropriation information on Line 2 for one fund, the Department requires it for all funds to ensure that a unit is treated consistently across all funds and for enhanced transparency. This also limits the ability to manipulate levies and budgets among funds. IASBO Gold Sponsor . . .  

With a tradition of service in Indiana since 1899, Boyce and Komputrol continue to provide products to enhance productivity, save time, save money and reduce paper waste. K-Time, our Time and Attendance Software promotes accuracy and efficiency by eliminating duplicate data input. Doculivery For Payroll, our online Pay Stub and W2 service enhances your Green Initiative by reducing unnecessary printing! For more information contact [email protected].

for Payroll Biometric Time Clock Page 2 of 2

Heartland Business Center at I-69 and SR-67 (exit 34) ple 9401 Innovation Drive, Suite 400, P O Box 669, Daleville, Indiana 47334-0669 Sam Stub e Pay Phone: 317-664-7400, 800-382-5505; Fax: 317-664-7402, www.boycesystems.com Onlin

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22 - IASBO InterCom June 2014 Annual Meeting Award Recipients

IASBO InterCom June 2014 - 23 Annual Meeting Award Recipients

24 - IASBO InterCom June 2014 IASBO Business Associate Members

Administrator Assistance Bank of New York Mellon Trust Co., Bose McKinney & Evans LLP Constellation New Energy-Gas Div., Steven R. Wittenauer N.A., The Charles R. Rubright LLC 116 W 7th Street Bob Kocher 111 Monument Circle, Suite 2700 Dana Murphy Brookston, IN 47923 300 N. Meridian St., Ste. 910 Indianapolis, IN 46204 9960 Corporate Campus Dr., Ste. 2000 (765) 418-5727 Indianapolis, IN 46204 (317) 684-5000 Louisville, KY 40223 [email protected] (317) 637-7777 [email protected] (317) 439-9969 http://www.administratorassistance.com [email protected] Web Page: http://www.boselaw.com [email protected] We help school corporations solve problems. www.bnycorptrust.com Education Legal Services www.constellation.com A leading provider of bond trustee, paying Natural gas and energy supplier, offers AdTec, Inc. agent and investment services for school Boyce Forms-Systems/Komputrol physical supply, energy management and Charlie Hobbs corporations. Mike Galliher price risk management programs. PO Box 97 9401 Innovation Drive Cengterville, IN 47330 Barnes & Thornburg, LLP PO Box 669 CorVel Corporation (765) 855-1612 Jeff Qualkinbush Daleville, IN 47334-0669 Sally Ferguson [email protected] 11 S Meridian Street (317) 664-7400 301 Pennsylvania Pkwy, Suite 200 www.admtec.com Indianapolis, IN 46204 [email protected] Indianapolis, IN 46226 Consulting services for E-rate and Capital (317) 231-7753 http://www.boycesystems.com (317) 819-6305 Assets inventory. [email protected] “Komputrol” financial siftware, “K-Time” [email protected] http://www.btlaw.com time keeping application, on line paystub http://www.corvel.com Alliance Environmental Group, Inc. Providing legal and bond services to and business forms printing. CorVel offers workers’ compensation and Michelle Wilmouth school corporations throughout Indiana. liability TPA services that reduce costs for 5340 Commerce Circle, Suite E Camfil (Exfil Branch) clients. Indianapolis, IN 46237 Barton-Coe-Vilamaa Architects & Tom Holton CSO Architects (317) 865-3400 Engineers, Inc. 4110 South 9th St Rosemary Rehak [email protected] Brian Bohlender Kalamazoo, MI 49009 8831 Keystone Crossing http://www.aegindy.com 225 Airport North Office Park (269) 544-2444 Excellent professional management staff Fort Wayne, IN 46825 [email protected] Indianapolis, IN 46240 providing environmental solutions with (260) 489-9079 www.camfil.com (317) 848-7800 outstanding customer service! [email protected] Clean Air Solutions; Filtration Products; [email protected] http://www.BartonCoeVilamaa.com Sustainable Company http://www.csoinc.net American Fidelity Since 1969, Barton-Coe-Vilamaa has pro- Design for state-of-the art 21st century Assurance Company vided practical and cost-effective design CBIZ Valuation Group, LLC educational facilities renovation or new construction. Kim Pugliese solutions to Indiana school corporations. Dirk W. Young One South Wacker Dr, Ste 1700 8435 Georgetown Rd Ste 1100 Deem, LLC Indianapolis IN 46268 Beck Studios, Inc. Chicago, IL 60606 Cathie Havercamp (517) 627-5237 Tom Zupancic (317) 871-2480 x104 6831 East 32nd Street, Suite 200 [email protected] 1001 Tech Drive [email protected] Milford, OH 45150 http://www.cbiz.com Indianapolis, IN 46226 http://www.afadvantage.com (866) 288-2990 Section 125 administration, dependent au- (513) 831-6650 Insurance appraisals of Buildings & dit verification, 403(b), group & voluntary [email protected] Contents, Fixed Asset Inventory and [email protected] products. http://www.beckstudios.net Tagging services for accounting purposes. www.deemfirst.com Theatre & Stage Equipment Mechanical/Electrical Contracting and American Heritage Protective Choice Mechanical Services/Greiner Service Svc. Inc. Blakley Corporation, The Brothers, Inc. Jason A. Yeggy Tom Cartmell Tim Garver Downey Public Risk Underwriters 5100 W. 127th St. 8060 E. 88th St. 6161 English Avenue Patrick A. Downey Alsip IL 60803 Indianapolis, IN 46256 Indianapolis, IN 46219-8224 302 South Reed Road (708) 388-7900 (317) 576-8368 (317) 885-0200 Kokomo, IN 46903 [email protected] [email protected] [email protected] (765) 457-9161 http://www.ahpservices.com www.blakleys.com http://www.choicemechanical.net [email protected] School and campus comprehensive Commercial flooring, terrazzo restoration, Full service mechanical service company. www.downeypublicrisk.com security services and consulting/support carpet, VCT, polished concrete, budget Offering services for HVAC, Refrigera- Insurance and risk management for staff outsource. numbers and design consulting. tion, Boilers, Plumbing and Maintenance schools. Agreements. Anthem Blue Cross and Blue Shield BMO Harris Bank Dunn and Associates Benefit Mark Bullington Katie Aeschliman Church Church Hittle & Antrim Administrators 220 Virginia Ave. 135 N Pennsylvania St., 9th Floor David Day Cathy Dunn Indianapolis, IN 46204 Indianapolis, IN 46204 Two North Ninth Street 4550 Middle Rd., Suite A (317) 287-5783 (317) 269-1376 PO Box 10 Columbus, IN 47203 [email protected] [email protected] Noblesville, IN 46061 (812) 378-9960 http://www.anthem.com http://www.HarrisBank.com (317) 773-2190 [email protected] Innovative health benefit programs focused BMO Harris Bank provides banking & [email protected] http://www.dunnbenefit.com on wellness and preventative care. financial solutions to government, education http://www.cchalaw.com Medical Insurance & non-for-profit organizations. Legal Services AXA Equitable Education Networks of America Robert W. Turner Bookkeeping Plus, Inc. City Securities Corporation Merle Gruesser 9465 Counselors Row, Ste 120 Beth A. Reynolds Linda Matkowski 320 N. Meridian St., Suite 118 Indianapolis, IN 46240 232 E. McClarnon Drive 30 S. Meridian St., Suite 600 Indianapolis, IN 46204 (317) 558-3602 Greenfield, IN 46140 Indianapolis, IN 46204 (317) 612-2850 [email protected] (317) 462-2049 (317) 808-7102 [email protected] http://www.axa-equitable.com [email protected] [email protected] http://www.ena.com Educating educators on financial matters: http://www.BookPlusInc.com www.citysecurities.com ENA provides managed data, voice and 403(b), ROTH, investments, pension, Accounting Indiana’s largest independently owned video solutions to customers in the educa- retirement, life insurance, organizing investment banking firm specializing in tional and library sectors. personal finances. financial consulting and bond underwriting.

IASBO InterCom June 2014 - 25 IASBO Business Associate Members

Educational Services Company Fifth Third Bank, Indiana Hilliard Lyons Indiana Schools Educational Bob Harris Paul Burch David Wimmer Service Center 3535 E 96th Street, Suite 126 251 N Illinois Street, Suite 1200 14390 Clay Terrace Blvd., Suite 241 Stan Murray Indianapolis, IN 46240 Indianapolis, IN 46204 Carmel, IN 46032 11555 N. Meridian St., #100 (317) 818-3535 (317) 383-2668 (317) 848-5609 Carmel, IN 46032 [email protected] [email protected] [email protected] (317) 575-4440 x222 http://www.educationalservicesco.com Web Page: http://www.53.com http://www.hilliard.com [email protected] Educational Services Company has been Providing municipal services for school Provide municipal bond underwriting Established ISESC program permitting providing Indiana schools with a full scope corporations, including municipal leasing, services. Indiana Educational Service Centers to of educational management services since investment management and depository establish risk funding TRUST to benefit 1989. services. Horace Mann Companies Indiana public schools. Lynn Schmale Electronic Systems Group Fifth Third Securities Inc. 301 E. Carmel Dr., Suite G300-002 Indiana Testing, Inc. Marty Cotterman Jay Ryals Carmel, IN 46032 Norb Fehrman 680 N 36th Street Suite 1200 (217) 725-6822 881 S Girls School Road Lafayette, IN 47905 251 N. Illinois St. [email protected] Indinapolis, IN 46231 (765) 449-0694 Indianapolis, IN 46204 http://www.horacemann.com (317) 271-2611 [email protected] (317) 383-2086 We specialize in providing 403(b), Section [email protected] www.esgindiana.com [email protected] 125 & auto insurance payroll deductions www.itihq.com Fire Alarm Systems & Inspections/Secu- http://www.53.com to school employees. Drug testing and other safety programs. rity Systems/Door Access Controls/Video Bond underwriting and financial services, Systems/Temperature Controls/System bond refinancing, tax exempt leases, bond HPS Industrial Appraisal Company Monitoring reinvestments, energy loans, TANS. Jennifer Zech Jim Karagianis 3275 N. M-37 Hwy. Two Gateway Center EMCOR Construction Services Fink Forms, Inc. PO Box 247 603 Stanwix Street, Suite 1500 Craig martin Becky Chase Middleville, MI 49333 Pittsburgh, PA 15220 5128 W. 79th St. 619 E. Dupont Rd. #94 (800) 632-4572 (630) 575-0280 Indianapolis, IN 46268 Fort Wayne, IN 46825-2055 [email protected] [email protected] (317) 822-7890 (260) 489-7149 http://www.hpsnet.com http://www.indappr.com [email protected] [email protected] HPS is a member-owned group purchasing Building and Fixed Asset Appraisals for http://www.emcorcs.com http://www.finkforms.com organization providing competitive con- Insurance and Accounting Purposes Providing turnkey resolutions to help Budget forms for schools that are Gateway tracts and dealership pricing on furniture make your schools more productive, more compatible. and equipment. Infrared Services, Inc. comfortable, and much more efficient. Dave Davis GCA Services Group HRI Inc 5730 Falls Drive Suite 100 Energy Systems Group Rob Miller Tim Christianson Fort Wayne, IN 46804 Mark Falahee 1350 Euclid Ave. 17437 Carey Rd, Ste 194 (260) 432-0912 3905 Vincennes Rd Suite 505 Cleveland, OH 44115 Westfield, IN 46076 [email protected] Indianapolis, IN 46268 (888) 588-0863 (317) 523-0155 Infrared roof moisture surveys, energy (317) 228-3676 [email protected] [email protected] building envelope studies, infrared [email protected] http://www.gcaservices.com Foodservice Equipment & Service Experts electrical predictive maintenance testing. http://www.energysystemsgroup.com Custodial, facilities operations maintenance with premiere brands such as Hobart/ Guaranteed energy savings programs. and grounds services. Traulsen/Baxter! Let us show you how to ING Cost reduction in facility operations. save your district on operating costs. Todd Bertsch Gibraltar Design, Inc. 26957 Northwestern Hwy, Ste 150 Envoy, Inc. James B. Thompson, NCARB Huntington National Bank, The Southfield, MI 48033 John Barbee 9102 N Meridian Street, Suite 300 Michael Gilmore (248) 208-6031 6330 E 75th Street, Suite 170 Indianapolis, IN 46260 45 N. Pennsylvania St. [email protected] Indianapolis, IN 46250 (317) 580-5777 Indianapolis, IN 46204 Web Page: http://www.ing.com/us (317) 594-4600 [email protected] (317) 237-2504 ING is a leading provider of retirement [email protected] http://www.gibraltardesign.com [email protected] products and administrative services in http://www.envoy-cm.com Full service Architectural/Engineering http://www.huntington.com the Education marketplace. Project and Construction Management Firm serving School Districts & Higher Banking, Loans, Investment, Lockbox and Solutions Ed in Indiana Treasury Management Services InterDesign Daniel D. Rawlins Ergo Resource Management, Inc. Gibson Ice Miller LLP 141 E. Ohio St. Thomas E. Green Diane Davidson Jane Herndon Indianapolis, IN 46204 801 N Huntington Street, Suite 7 130 S Main St., Ste 400 One American Square, Ste 2900 (317) 263-9655 Syracuse, IN 46567 South Bend, IN 46601 Indianapolis, IN 46282 [email protected] (574) 457-8020 (574) 245-3527 (317) 236-2437 http://www.interdesign.com [email protected] [email protected] [email protected] Architecture and Design-Build Criteria http://www.ergo-syracuse.com www.gibsonins.com http://www.icemiller.com Development Management and human resource consulting We help you navigate risk using our Provide school construction and cash flow services, OSHA, EPA, and indoor air quality proprietary Gibson Protection System financing; referendum, employee benefits Interface program assistance. focusing on commercial insurance, risk and other related legal services. Larry Boyle management, and employee 6004 Clearview Drive Fanning/Howey Associates, Inc. benefits. Indiana Bond Bank Carmel, IN 46033 Daniel Mader Lisa Cottingham (317) 445-2813 9025 N. River Rd. Suite 200 Hertz Furniture 10 W. Market St., Suite 2980 [email protected] Indianapolis, IN 46240 David Mocton Indianapolis, IN 46204 http://www.interface.com (317) 848-0966 95 McKee Drive (317) 233-0888 Interface modular carpet tile, i2 mergeable [email protected] Mahwah, NJ 07430 [email protected] dye lot, life time Antimicrobial Inersept no http://www.fhai.com (888) 494-9751 http://www.in.gov/bond mold warranty with solution dyed nylon – Architects/Engineers widely credited with [email protected] Assisting local government with the pro- Highest recycled content setting new standards in flexible and www.hertzfurniture.com cess of debt issuance. innovative school design. Educational Furniture for Every Room; Complimentary Design & Planning Services; 25-Year Warranty; National Contracts 26 - IASBO InterCom June 2014 IASBO Business Associate Members

J & D Turf Lancer & Beebe Architecture Midwest Transit Equipment of Odle McGuire Shook Corporation Jamie Mehringer Terry Lancer Indiana Inc. Heather L. Richmund 12840 Ford Drive 2122 N Delaware Street Stephen Ball 429 N. Pennsylvania St., Suite 403 Fishers, IN 46038 Indianapolis, IN 46202 4500 S. Indianapolis Rd. Indianapolis, IN 46204 (317) 359-1185 (317) 797-6595 Whitestown, IN 46075 (317) 842-0000 [email protected] [email protected] (800) 466-1287 [email protected] http://www.j-dturf.com Architecture, Planning, Interior Design [email protected] http://www.omscorp.net J&D Turf is a full service sports turf con- http://www.midwesttransit.com Architecture, Master Planning, Interior sulting, construction, maintenance Lewis & Kappes P.C. School bus and commercial bus sales, Design, Landscape Architecture and distribution company. Robert Rund service, parts sales and warranty One American Square, Suite 2500 administration. Patcraft Commercial Flooring JPMorgan Chase Bank, N.A. Indianapolis, IN 46282 Scott Martin Sherry A. Dietzen (317) 639-1210 Milliken Carpet 551 S Sawmill Rd 1 East Ohio St, IN1 - 0045 [email protected] Joe Salerno Franklin, IN 46131 Indianapolis, IN 46204 www.lewis-kappes.com 13945 Brishane Drive (317) 432-0003 (317) 767-8337 Legal Services Fishers, IN 46038 [email protected] [email protected] (317) 695-6675 www.patcraft.com http://www.chase.com London Witte Group, LLC [email protected] Floorcovering Our mission is to be a word-class financial Jim Higgins www.milliken.com services company distinguished by strong One Independence Center Manufacturers of environmentally pro- Performance Services, Inc. customer relationships, quality products duced modular carpet tile products. We Tim Thoman and excellent service. We have a team 1776 N. Meridian St., Ste 500 Indianapolis, IN 46202 produce the most comfortable, quiet and 4670 Haven Point Blvd., Suite #200 of experienced relationship managers to long lasting carpet. serve the needs of all schools. (317) 634-4747 Indianapolis, IN 46280 [email protected] (317) 713-1750 MJ Insurance, Inc. [email protected] Kellermeyer Co. http://www.lwgcpa.com Frank T. Crossland LWG provides comprehensive budgeting, http://www.performanceservices.com Jill Kegler 9225 Priority Way West Drive 475 W Woodland Circle capital planning, debt management and post Design-Build, guaranteed savings con- compliance services to Indiana schools. Suite 100 tracts, geothermal, and wind power. Bowling Green, OH 43402 Indianapolis, IN 46240 (800) 445-7415 LWC, Incorporated (317) 805-7500 PESG [email protected] [email protected] www.kellermeyer.com Gary Turner Troy Ruger 4440 Garwood Place www.mjinsurance.com 6307 84th Street Janitorial & Packaging Supplies & Employee Benefit Advisory Services Equipment Richmond, IN 47374 Caledonia, MI 49316 (765) 966-3546 (616) 891-5090 [email protected] Moisture Management [email protected] KeyBanc Capital Markets Erin Flash Ginny Rabbitt http://www.lwcinspires.com www.contractsubs.com Architectural, engineering & interior 10106 Brook’s School Road, Suite #200 PESG is an educational staffing solution 10 W. Market St, Suite 900 Fishers, IN 46037 Indianapolis, IN 46204 design as well as bond levy campaign for all your K-12 and collegiate staffing assistance. (317) 577-0910 needs. (317) 464-8481 [email protected] Virginia_Rabbitt-Jenkins@KeyBank. MacAllister Power Systems http://www.moisturemanagementllc.com PNC Bank, N.A. com Moisture Management provides the most http://www.key.com John Barrington Gail McNierney 8800 Brookville Road innovative and cost effective roofing and 101 W Washington Street, Suite 400E KeyBanc Capital Markets provides quality waterproofing solutions in the industry. financial services to government, educa- Indianapolis, IN 46239 Indianapolis, IN 46204 tional institutions & non-profit 501(c)(3) (317) 860-4495 National Insurance Services (317) 267-6187 organizations. [email protected] Chris Cazares & Carol Johnson [email protected] www.macallisterpowersystems.com 11350 N Meridian Street, Suite 120 www.pnc.com KI/Binford Group School buses, generator sets, mobile power Providing financial products and services Susan Binford generation and landscaping equipment. Carmel, IN 46032 to schools, to include treasury management, 14725 Herriman Blvd. (317) 846-9202 leasing and investment management. Noblesville, IN 46060 Martin Riley Architects - Engineers [email protected] (317) 770-7300 John Boerger http://www.nisbenefits.com Primary Engineering, Inc. Life and disability insurance and HRA, [email protected] 221 W Baker Street Mike Lubbehusen, PE VEBA, 401(a), 403(b) solutions. http://www.ki.com Fort Wayne, IN 46807 2828 Lake Avenue School furniture with installation, design (260) 422-7994 Fort Wayne, IN 46805 and budget services. [email protected] Neace Lukens (260) 424-0444 http://www.martin-riley.com Rob Stiehl [email protected] Kovert Hawkins Architects, Inc. Architectural, engineering and interior 6510 N Shadeland Avenue www.primary-eng.com Hal E. Kovert design; building envelope consulting, Indianapolis, IN 46220 Consulting engineering services for 630 Walnut St. mater planning and CPF services for K-12 (317) 595-7363 HVAC, lighting, power and communication Jeffersonville, IN 47130 education. [email protected] systems. Infrared thermal imaging and (812) 282-9554 http://www.neacelukens.com wireless network modeling. [email protected] Maverick Energy Consulting, Inc. Risk Management and Employee Benefit John Righeimer Consulting Service Provider with Special- R & R Benefits/Risk Management http://www.koverthawkins.com ization in Public Schools Educational Facilities Planning, Feasibility 4228 Chaparral Drive Troy Scott Studies, Architectural and Interior Design... Naperville, IL 60564 1251 N Eddy St, Ste 200 with Personalized Service. (815) 498-3855 Nora Systems, Inc. South Bend, IN 46617 [email protected] Full Name: Neil Mack (574) 596-7359 L. L. Low Associates, Inc. http://www.mavertickec.com 9 Northeastern Blvd. [email protected] Andrew Low Energy procurement and price risk man- Salem, NH 03079 Web Page: www.randrbenefits.com 210 N. Ironwood Dr. agement specialists. (317) 800-0680 Onsite Clinics & Group Benefits South Bend, IN 46615 [email protected] (574) 234-7240 www.nora.com [email protected] Manufacturer of rubber flooring designed for educational facilities and environments. http://www.lllow.com Over 35 years of providing Indiana schools with financial computer software.

IASBO InterCom June 2014 - 27 IASBO Business Associate Members

RE Sutton & Associates, Security Benefit Corporation Stair Associates, Inc. The AME Group A Division of Brown & Brown Frank J. Vargo Reggie Laconi Kyle Street Richard E. Sutton 12099 Lupine Lane 9641 Commerce Dr. 6001 E Old Hwy 50 11555 N. Meridian St., Suite 220 Granger, IN 46530 Carmel, IN 46032 Vincennes, IN 47591 Carmel, IN 46032 (800) 888-2461 x2760 (317) 228-1900 (812) 726-4500 (317) 852-1937 [email protected] [email protected] [email protected] [email protected] http://www.securitybenefit.com/ http://www.stairnet.biz www.theamegroup.com http://www.resutton.com indiana Architectural and Engineering design for Technology managed services, networking, Employee benefit consultants specializing Security Benefit helps educators to and schools, with a focus on energy efficient lifecycle, 1:1 device support, MDM, iPad in Indiana public school corporations. through retirement by providing 403(b), systems including geothermal. repair 457, 401a and VEBA programs. Regional Data Services, Inc. Statewide Credit Association, Inc. The Etica Group, Inc. Andy Kapitan Shanahan & Shanahan LLP Chris Shuler Ron Goad 1260 Arrowhead Court James A. Shanahan 6957 Hillsdale Court 7172 N. Keystone Ave., Suite G Crown Point, IN 46307-8222 609 Treybourne Dr., Suite C Indianapolis, IN 46250 Indianapolis, IN 46240 (219) 661-3200 Greenwood, IN 46142 (317) 684-1000 (317) 466-9520 [email protected] (317) 881-4881 [email protected] [email protected] http://www.regionaldata.com [email protected] Web Page: www.statewidecredit.net www.eticagroup.com Indiana based software provider special- http://www.lawbyshanahan.com Local agency that specializes in increasing Architecture, Construction, Engineering & izing in administative and web based Bond Counsel and Underwriter’s Counsel book rental funds for school corporations Roofing Services software for over 25 years. on School Financings and Referendum at a low cost. Therber & Brock Regions Bank Siemens Industry, Inc. Steele Benefit Services Lonnie Therber John Alexander J. Scott Wood Michael W. Steele 8440 Woodfield Crossing Blvd. One Indiana Square, Suite 115 6200 Technology Center Drive PO Box 146 Suite 450 Indianapolis, IN 46204 Indianapolis, IN 46278 Pittsboro, IN 46167 Indianapolis, IN 46240 (317) 221-6275 (317) 715-4833 (317) 892-6224 (317) 637-9572 [email protected] [email protected] [email protected] [email protected] www.regions.com/commercial_bank- Guaranteed performance based facility Section 125, Benefit Enrollment Communi- Complete Advisory Services in the Area of and capital improvements through the cation Services, Life, LTC, Critical Illness, Municipal Bonds ing/corp_trust.rf STD, LTD, Voluntary Consultant Regions is a full service bank offering a energy savings of your facilities. complete line of Corporate Trust Services. TRANE Skillman Corporation, The Stenftenagel Group, LLC, The Brian Pickering Angela Burton Schamber Group, Inc., The Bart York 5355 N. Post Rd. 3834 S Emerson Avenue 4801 West Saint Patrick Court Indianapolis, IN 46216 Elaine M. Schamber, PhD Jasper, IN 47546 638 S Earl Avenue Indianapolis, IN 46203 (317) 255-8777 (317) 783-6151 (812) 630-4615 [email protected] PO Box 4698 [email protected] LaFayette, IN 47903-4698 [email protected] Creating and sustaining safe, comfortable, http://www.skillman.com www.stengroup.com and efficient environments. (765) 807-0638 x104 Clerk of the Works is the Owner’s Repre- [email protected] Project Administration & Construction Management sentative for project management, master TrustINdiana Fiduciary services and investment planning, project budget development, oversight for School Corporation contract document development and 200 W. Washington St., Ste 242 Retirement Plan Sponsors and their Sodexo facilities management solutions. Investment Committees Jim Dayhuff Indianapolis, IN 46204-2792 Penn-Harris-Madison Schools Stewart & Irwin, PC, (317) 232-0139 Schmidt Associates, Inc. 55910 Bittersweet Rd. Attorneys at Law [email protected] Ben Bain Mishawaka, IN 46545 Brenda Jackson-Morrissey www.trustindiana.in.gov Local government investment pool 320 E Vermont Street (574) 968-9615 251 E. Ohio St., Suite 1100 Indianapolis, IN 46204 [email protected] Indianapolis, IN 46204 (317) 263-6226 http://www.sodexoUSA.com TWPeterson Law Office (317) 639-5454 Thomas W. Peterson [email protected] School Services [email protected] http://www.schmidt-arch.com 3535 E. 96th St., Suite 126 http://www.silegal.com Indianapolis, IN 46240 Schmidt Associates serves as your Sodexo Stewart & Irwin is a full service firm with advocate for all aspects of facility (317) 691-6524 Matt Holle a rich history of serving schools. design-encompassing planning, design, 283 Cranes Roost Blvd., #260 [email protected] & implementation. Altamonte Springs, FL 32701 StructureTec Corporation twpetersonlaw.com (317) 225-7512 Bond Counsel for school construction and Scranton Products Kristina V. Bazali tax warrants. [email protected] 4777 Campus Drive Ashley Bruggeman www.sodexo.com 1201 Old Silo Lane Kalamazoo, MI 49008 U.S. Bank Global Corporate Trust Sodexo, provider of world class food and (269) 353-9944 Lexington, KY 40509 facilities services. Services (859) 221-2876 [email protected] Lois Moore [email protected] Software Systems, Inc. http://www.structuretec.com 10 W. Market St., Suite 1150 222.scrantonproducts.com Roofing, Building and Pavement Indianapolis, IN 46204 Michael Hall Consulting Services Solid plastic bathroom partitions, vanities 432 S Emerson Ave, Ste 200 (317) 264-2500 and lockers. Greenwood, IN 46143 Synovia Solutions LLC [email protected] (317) 783-5373 Brad Bishop http://www.usbank.com [email protected] US Bank is a leader in providing corporate 9330 Priority Way West Drive trust services to Indiana school corporations. http://www.softwaresystemsinc.com Indianapolis, IN 46240 Financial, payroll/human resources, and (317) 208-1703 student management software & support for Indiana school corporations. [email protected] www.synovia.com Synovia Solutions provides transportation management software to help reduce opera- tional costs and improve efficiencies.

28 - IASBO InterCom June 2014 IASBO Business Associate Members

Umbaugh VPS Architecture, Inc. Colette Irwin-Knott George S. Link 8365 Keystone Crossing, Ste 300 528 Main Street, Suite 400 Indianapolis, IN 46240 Evansville, IN 47708 (317) 465-1500 (812) 423-7729 [email protected] [email protected] http://www.umbaugh.com http://www.vpsarch.com Providing financial advisory services to Provide Architectural and Design Services Indiana schools and local governments EXPERTISE for 60 years. Real retirement solutions begin here VALIC John Lindeman 125 S. Wacker Dr., Suite 1900 saving : investing : planning Chicago, IL 60606 (312) 909-8220 VALIC is an industry front-runner with more than [email protected] 50 years of experience. http://www.valic.com > First 403(b) plan in public K-12 market Number one provider of retirement programs for K-12 in the U.S. > Retirement Manager leads the industry in 403(b) regulation compliance > Highly customized retirement planning solutions

Committed to educators

Securities and investment advisory CLICK services are offered by VALIC Financial VALIC.com Advisors, Inc., member FINRA and an SEC-registered investment advisor. CALL VALIC represents The Variable Annuity Life Insurance 1-800-972-6978 Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

Copyright © The Variable Annuity Life Insurance Company. All rights reserved. VC 24503 (02/2013) J89586 ER T H A N K Y O U Platinum Gold Sponsors Sponsors Horace Mann TRUSTINDIANA BOYCE SYSTEMS/KOMPUTROL Low associates PERFORMANCE cITY SECURITIES CORPORATION SERVICES

AMERICAN FIDELITY Silver Sponsors NATIONAL INSURANCE SERVICES ASSURANCE BMO HARRIS BANK MIDWEST TRANSIT COMPANY SOFTWARE SYSTEMS, INC. VALIC SCHMIDT ASSOCIATES, INC. UMBAUGH DEEM MECHANICAL BANK OF NEW YORK MELLON EDUCATION NETWORKS OF AMERICA &ELECTRICAL KEY BANK CSO Architects Blakeley Corporation Barnes & Thornburg AdTEC, INC. Sodexo ICE MILLER Huntington nATIONAL BANK GMB architects & engineers

IASBO InterCom June 2014 - 29