continued on page 2 Inter-Com...Speaker Bosma has also had enough of the walkout and has directed...

IASBO InterCom March 2011 - 1

Office of Executive DirectorOne N. Capitol, Suite 1215

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

E-mail: [email protected]

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

MissionStatement

Education Reform at the OscarsQueen Elizabeth: [Using the name “Mrs. John-son” but referring to the future King George VI] My husband’s work involves a great deal of public speaking. Lionel Logue: Then he should change jobs. Queen Elizabeth: He can’t. Lionel Logue: What is he, an indentured servant? Queen Elizabeth: Something like that.

The legislative season is upon us, and the newspapers, airwaves, and Twitter feeds are full of “public speaking” coming from our own indentured servants, er, I mean, elected officials who are busily crafting a new framework for public education in Indiana. The kings are busily speaking to their subjects, and the commoners among us are wondering whether the emperors are really wearing any clothes at all…

Depending on your point of view, this “new normal” may either be full of opportunity, promise, and choice, or filled with frustration, scarce resources, and disappointment. All you have to do is throw out a few conversation starters, such as “charters”, or “vouchers”, or “turnaround academies”, or “right to work”, and the fur will fly. Even the King, uh, I mean, Governor, is loathe to bring up that last issue due to its polarizing and incendiary nature. The very definition of “public school” has seen siege ladders thrown up against its aged ramparts. We are being told by our elected officials that we in public education have been brainwashed into believing that we serve all students, when in reality, they say, public education encompasses all types of education currently taking place in

President’s Message

continued on page 2

Articles of Interest . . .President’s Message .................................. 1-3From Denny’s Desk .......................................4P-Card ............................................................5Regional Award Recipients ..........................6Annual Mtg. Professional Development . 7-8

Annual Meeting Registration ................. 9-102011 IASBO Calendar ...............................10Excerpts from Legal Educator .................11-13IASBO New Members ................................14Penny Pincher Tips .....................................14Business Associates ............................... 15-19

Loren EvansIASBO President

2 - IASBO InterCom March 2011

IASBO OFFICERS ANDBOARD OF DIRECTORS 2010-2011

President Loren Evans, MSD Mt. Vernon

President-Elect Fred McWhorter II, RSBO, New Albany-Floyd County

Vice President Lynn Kwilasz, RSBO, Highland

Treasurer Steve Sonntag, Clark-Pleasant

Regional Directors Term Ends June, 2012 Ted Zembala, Hobart Bill Mallers, Northwest Allen Stanley Hall, Peru Donna Wilson, Vigo County Chad Schenck, SW Dubois County Terms Ends June, 2011 Janet Gruwell, RSBO, Goshen Jim McBee, North Montgomery Weedie Smith, Decatur County Joe Licata, MSD of Washington Twp. Amber Fields, Jennings County

Past President Kim Fox,Tippecanoe

Exhibitor Representatives Tim Thoman, Performances Services

Administrative Assistant Carrie Blackwell

Director of Professional Development Mark Miller, RSBA

Executive Director Dennis Costerison, RSBO

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

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

www.indiana-asbo.org

VisitIndiana ASBO

atwww.indiana-asbo.org

the state. Even homeschooling could be public education, I guess. Let’s review some of the concepts being proposed that will have a significant impact on the public schools we serve:

Charter school expansion – allow more charters to be formed, increase DOE oversight of charter schools, allow charter schools to takeover “unused” public school facilities, and take school trans-portation fund monies away from the public school and give it to charters.

Vouchers – give public money to parents of students in private and parochial schools, which siphons away money that would be avail-able for the school funding formula, and crosses an important bar-rier between public and private funding.

Turnaround academies – increase the penalties for schools that don’t meet the state’s new PL221 accountability framework to the point that individual schools can be carved out of a school district, never again to return to public school status.

Collective bargaining – change and restrict the role and scope of teacher negotiations in Indiana. (Last time I checked, though, this proposal passed out of the Senate with mandatory binding arbitra-tion. Am I in the Twilight Zone?)

Merit pay – throw out your current teacher salary schedule and pro-vide only for pay increases based primarily on how your students perform on standardized tests.

Funding formula – ratchet school funding down (or up) to founda-tion funding per pupil, unlock the Primetime guarantees, and bury the de-ghoster factor in an air-tight and completely unfunded crypt.

So are these the right concepts, at the right time, for education reform? Let’s check with the experts.

Lionel Logue: [as George “Berty” is lighting up a cigarette] Please don’t do that. King George VI: I’m sorry? Lionel Logue: I believe sucking smoke into your lungs will kill you. King George VI: My physicians say it relaxes the throat. Lionel Logue: They’re idiots. King George VI: They’ve all been knighted. Lionel Logue: Makes it official then.

President’s Message . . . continued from page 1

continued on page 3


In the midst of all this legislative uproar, we hear daily from the experts, commentators, and pontifica-tors who each have their own justifiable, unbiased, and completely child-centered suggestions on how to define this “new normal” for K-12 education. Experts are easy to find (and be-knight), but harder to certify. Sometimes I think we need more philosophers than experts, because these proposed changes to public education in Indiana (and elsewhere) seem to be more conceptual than operational. Here are some questions I think we should be asking:

• Which schools really serve all students? (Only the public schools, I’d argue. Read my lips: PUBLIC schools.)• Should our public taxes directly pay for schools that don’t serve all students? (No. That should be an easy one.)• Are teachers and administrators really over- paid, over-insured, and over-pensioned? (Only if you consider them non-professionals.)• Is collective bargaining really the downfall of current American society? (No. I’d argue that collective bargaining does have a place, even in education, though the pendulum may have swung too far in recent years.)

Listening to the “experts” debate these issues is like watching the tennis ball bounce back and forth at Wimbledon, with the resulting headache and neck strain. We need to focus on the problems, not on the proposed solutions.

Lionel Logue: What was your earliest memory? King George VI: I’m not... h-h-here to discuss... p-p-personal matters. Lionel Logue: Why are you here then? King George VI: Because I bloody well stammer!

The problem seems simple. Students need good teachers, good parenting, and community support. Teachers need good training, sufficient resources, and strong support from parents, administrators, and community members. Parents need to know that their students are being taught and cared for in a safe, com-

President’s Message . . . continued from page 2

petent learning environment. And our community has to understand that all of those needs are not inexpen-sive or unrelated. It’s the old “weak link in the chain” metaphor. Despite protests to the contrary from “experts” in our community and our state capital, stu-dents cannot learn in a vacuum, even though a vacu-um-like learning environment might sound efficient and inexpensive. Educators, and especially school business and operations personnel, have to focus on providing for those needs in the best, most efficient manner possible. But we can’t just NOT provide for those needs, or the entire learning environment will crumble. And if we can be creative, unconventional, charismatic, and flexible, we stand a good chance, like Australian speech therapist Lionel Logue, of ac-tually meeting the needs of those who depend on our skills to survive. Further, if we can provide those re-sources with good cheer, with humble resolve to truly keep our students foremost in our daily deliberations, and with faith in our community and our leaders, we can let those in positions of authority do what they are destined to do…

King Edward VIII: Sorry, I’ve been terribly busy. King George VI: Doing what? King Edward VIII: Kinging.

Keep the faith!

Loren Evans 2010-2011 IASBO President


from Denny’s DeskDennis Costerison, IASBO Executive Director

As I am writing this article, the House Democrats are continuing their walkout that started back in February. They are staying in Ur-bana, Illinois hoping to outlast the House Republicans in this stale-mate. The Democrats continue to want concessions on HB 1003, vouchers, and HB 1216, common wage law. These are now the two bills that they want to see changes in. The Republicans want the ses-sion to get moving again and may deal with these bills so that the state budget, collective bargain-ing legislation, teacher evaluation revisions, charter schools changes and the school insurance bill can progress.

During this early spring break for the House, the Senate contin-ues to do their work. Bills are being heard in committee and passed on the fl oor of the Senate. The Senate has now decided to move forward with hearings on the state budget even though HB 1001 is stuck on second reading in the House. Potentially, the budget could be passed without the House Democrats having any of their amendments heard. If the Senate passes a budget that is agreeable to the House Re-publicans, then the bill could be concurred on by them and only a simple majority would be needed on the House fl oor for the budget to go to the Governor. At this time, all kinds of alternatives are being considered.

Speaker Bosma has also had enough of the walkout and has directed the chairs of House

committees to begin hearings on Senate bills. Committees do not need a two-thirds quorum to do business. They just need a simple majority of members. Since each committee has a majority made up of Republlicans, the commit-tee process can resume. But, any bill passed by a House commit-tee would stop as it hit the House fl oor because a quorum is still needed for bills to progress. So, it is possible that many bill contents will fi nd a new home in another bill in the upcoming weeks. Tracking bills will now become the challenge.

What if this walk-out lasts past April 29, the last day for the regu-lar session of the General Assem-bly? The Governor can call the legislature back for a special ses-sion. He is the only person who can call a special session. That could be on April 30, or mid-May, or anytime in June.

What if a new state budget is not approved by midnight on June 30? There would be no appropri-ations available to make state ex-penditures. Indiana does not have continuing budget resolutions like the federal government. The Governor does have the authority to keep essential health and safety services to continue such as the state police, prison guards, state mental health facilities, etc. But, without new appropriations the majority of state functions will cease.

So, what about education fund-ing? The funding authority for K-12 and universities will not be there without a new state budget. If the House Democrats continue their walkout, a major issue to bring them back would be that schools do not get funding in July. How would that impact paying for contracts and other school activities? Let’s hope we don’t get to that point, but I will tell you that this issue is being discussed behind closed doors in the State House.

It is amazing to think that May is just around the corner which means another IASBO Annual Meeting. I will do this many times between now and May, but I must commend the Profes-sional Development Committee, the Research Committees and Mark Miller for their efforts in creating a terrifi c agenda for the membership. The basic profes-sional development activities are listed in this edition of the Inter-Com. A detailed analysis of the Annual Meeting will be sent to the membership soon and will be highlighted in the April InterCom. I am very excited about this year’s program because it meets so many needs that will confront the school business offi ce in the near future. Please put May 11-13 on your calendar to be in Fort Wayne for an exciting and informative time. When you review the program, you will see that the Grand Wayne Center must be your destination in May.


One of the main reasons that board members and administration are reluctant to authorize the use of p-Cards is the fear of those cards being misused, lost or stolen. Because of the public funds that are involved this is a legitimate issues. This article provides a brief summary of the protection provided by the Indiana ASBO p-card program.

P-Card Fraud Protection = Protecting the Assets and Integrity of the School District

By Bryan Barger, BMO/Harris Bank

Fraud, Misuse and Disputed Items with Purchasing Cards: A Summary

Often times, there is confusion between what is fraudulent and what is misuse in the purchasing card world. Under both situations, BMO has suggestions to keep each p-Card participant’s liability to the abso-lute minimum.

Firstly, under the BMO purchasing card program, there is ZERO liability for cardholders (and the orga-nization) due to fraudulent use from a lost or stolen card. Fraud is best defined by unauthorized activity that is conducted outside of your organization. When a card is lost or stolen, it is suggested that the program administrator immediately report this information to BMO’s Client Services group to make sure that the card is cancelled immediately. BMO may request additional documentation in writing from the partici-pating p-Card program member to help distinguish between authorized and fraudulent charges.

Employee misuse, on the other hand, results from charges that occur from within the organization for what MasterCard terms “waivable” charges. Waivable charges include all transactions charged to the BMO card that did not benefit the organization directly or indirectly. In all our years of purchase card operation, loss due to cardholder misuse has been almost non-existent. Nonetheless, BMO offers MasterCoverage (at no charge) as an additional benefit which provides coverage in the event of card misuse by employees. Under this program, an organization (with 5 or more cards) is covered for any “waivable charges” up to $100,000 per employee, and up to a maximum limit of $25,000 per cardholder for organizations that have 2-4 cards.

Please note that MasterCoverage excludes card ac-counts that do NOT have an individual’s name associ-ated with it –what BMO might refer to as a Depart-ment Card (and Ghost Cards fall into this category as well)—since if the card were to be misused then

we might not be able to determine the source of the fraud. That is why we always suggest that every card be directed to an individual, if at all possible. Under the BMO program, there is no additional cost per card or “spend per card” thresholds. However, please be assured fraud resulting from LOST or STOLEN De-partment Cards ARE covered under the zero liability policy unless it is determined that the “fraud” may not really be external—and that the “fraud” is really an attempt to disguise employee misuse.

Disputed charges result when an organization has a disagreement (non-receipt, incomplete order, etc.) with the merchant over the goods or services to be received from the merchant or supplier. It is first suggested to contact the merchant directly to try and resolve any issues—but it may become necessary to report a dispute directly to the bank. It is important to note that all disputed MUST be made within 100 days (of the charge posting date NOT the statement date) in order to make sure that the dispute procedure can be followed. (MasterCard could amend this, so I would suggest disputing all items as quickly as possible when realized.)

Hopefully this information helps to explain some of protections provided under the BMO MasterCard pro-gram. If you are participating in the p-Card program and have additional questions as a program adminis-trator, please do not hesitate to contact Client Services at 888-267-7834 for more information. If you are not a participating school district and would like more in-formation about this important service contact Denny Costerison at Indiana ASBO.


Treasurer of the YearRegion 1 - Janice Swanson, MunsterRegion 2 - Kandi Tinkey, PlymouthRegion 3 - Rebecca Biberstein, South AdamsRegion 4 - (tie) Trudie Dillon, Covington and Cheryl Roberson, RossvilleRegion 5 - Marsha Bell, Tri-CountyRegion 6 - Linda Dodd, Randolph CentralRegion 7 - Darla Thomas, Spencer-OwenRegion 8 - Marsha Bohannon, Westfi eld-WashingtonRegion 9 - Carol Lupfer, North PoseyRegion 10 - Joanie Roberts, Greater Clark

School Business Offi cial of the YearRegion 1 - Ted Zembala, HobartRegion 2 - Roger Zentz, Wa-NeeRegion 3 - Tony Zickgraf, Whitley CountyRegion 4 - Kim Fox, TippecanoeRegion 5 - Cheryl Harvey, AlexandriaRegion 6 - Weedie Smith, Decatur CountyRegion 7 - Randy Taylor, MartinsvilleRegion 8 - David Holt, MSD Warren TownshipRegion 9 - Diane Parsley, South SpencerRegion 10 - Amber Fields, Jennings County

School Support Professional of the YearRegion 1 - Diane Schweitzer, HammondRegion 2 - Steve Stichter, WarsawRegion 3 - Steve Parker, Fort WayneRegion 4 - Gary Jenkins, TippecanoeRegion 5 - Chris Painter, KokomoRegion 6 - Nell Girton, Randolph SouthernRegion 7 - Sharon Olson, Monroe CountyRegion 8 - Barney Summers, Central IN Educational Service CenterRegion 9 - Terri Roesler, North KnoxRegion 10 - Sandy Lewis, Greater Clark

IASBO REGIONAL AWARD RECIPIENTS

CONGRATULATIONS

The votes have been counted and the following individuals are the regional recipients for the 2011 IASBO Awards Program:


Preconference WorkshopsMay 11, 2011 – 8:30 a.m.

Using Web Search and Social Media to Keep Your School District Knowledgeable and Emerging – Pete Just , Chief Technology Officer, MSD of Wayne Township; Brock Bowsher, Director of Fi-nance and Michael Taylor, Director of Technology, Avon Community Schools

A Slow Climb Out of a Deep Hole – Dr. Larry DeBoer, Professor of Agricultural Economics, Purdue University

Branding Your School Corporation – Melanie Hall and Krista Stockman, Fort Wayne Community Schools

Revisions to the Collective Bargaining Statute– Susan Traynor Chastain, Esq., Bose McKinney & Evans

May 11, 2011 – 1:30 a.m.Using Web Search and Social Media to Keep Your School District Knowledgeable and Emerging (repeat)

A Slow Climb Out of a Deep Hole (repeat)

Revisions to the Collective Bargaining Statute (repeat)

Certification CoursesMay 11, 2011 – 8:30 a.m.

Food Nutrition Administration – Sara Gasiorowski, Supervisor of Food Services, MSD of Wayne Township

2011 IASBO ANNUAL MEETINGPROFESSIONAL DEVELOPMENT ACTIVITIES

May 11, 2011 – 1:30 p.m.School Law & Administrative Rules: Advanced – Lisa Tanselle, Esq., Staff Attorney, Indiana School Boards Association

Accural Accounting – Tim Armstrong, Consultant, Educational Services Company

Treasurer/Deputy Treasurer Round Tables

May 12, 2011 – 10:00 a.m.Integration Update (TRF & PERF)Records Retention ReviewRainy Day Fund ProceduresOneIndiana/CIESC Purchasing Consortium

Clinic SessionsMay 12, 2011 – 3:15 p.m.

State Board of AccountsUpdate on General Fund Referendum ProcessReturn on Investment from School Health ClinicsIndependent ContractorsEnergy Cost Savings: Solar Panels, Geothermal Heat Pumps, Wind Energy, Etc.Merging Technologies, and Planning for Future Technology & Safety/SecurityPublic Records Requests

May 12, 2011 – 4:30 p.m.Revisions to the School Distribution Formula and Other DOE IssuesUnderstanding Your Assessed Valuation: TIF’s Abatements, Circuit Breaker, Etc.State and Federal Health Insurance Updates: Where Are We Now?Employer Reporting and Maintenance (ERM)Fiduciary Fact and Fiction for Retirement Plans: 403(b), 457, 401(a), VEBA’sReauthorization of School Nutrition LawLegal Aspects of School Construction Projects

continued on page 8


Improve Your Educational Environment

Reduce Absenteeism

Optimize Your Costs & Get Flexible Service

Flexible solutions for any budgetNo payroll to pay every 2 weeksPayment every 30 – 45 daysNo set-up investment costs

Please contact us for your uniquesolution!

317/262-4958 ext. 210

Email: [email protected]

www.gsf-usa.com

No H.R. related costsNo equipment/maintenance costsNo benefit/fringe related costs

Facility Use Policies & FeesPrint ManagementIndirect Costs

May 13, 2011 – 11:00 a.m.School Business Officials Legal UpdateDepartment of Local Government FinanceOnline Teacher Licensing System Best Practices for Continuing Cost EfficienciesInternal ControlsCertified Staff EvaluationsCustodial Staff Levels/Cleaning Scope & Frequency

Super SessionMay 13, 2011 – 1:15 p.m.

Recap of the 2011 Session of the General Assembly

2011 IASBO ANNUAL MEETINGPROFESSIONAL DEVELOPMENT ACTIVITIESMay 13, 2011 – 8:15 a.m.

Revisions to the School Distribution Formula and Other DOE IssuesEarly Buy-Out Options: Case StudiesOutsourcing vs. In-House Custodial ServicesRevisions to the Collective Bargaining StatuteIRS Audit PanelStatewide School Bus Purchasing and Fuel Hedge ProgramProcurement Card Program

May 13, 2011 – 9:30 a.m.State Board of AccountsSchool Business Officials Legal UpdateDepartment of Local Government FinanceCreating Legally Defensible Job Descriptions


Indiana Association of School Business Officials 65th Annual Meeting Fort Wayne, Indiana

Questions?? Call Carrie Blackwell at (317) 639-3586 x118 or email [email protected]

2011 Registration Name

Title

Corporation

Address

Nickname for Badge

Phone #

Fax #

Email

Annual Meeting Registration Thursday, May 12 – Friday, May 13

Active Member $250 (includes all meals-see below) Business Associate Member $250 (includes all meals-see below)

Institutional Member ● $250 (includes all meals-see below) Non-Member $300 (includes all meals-see below)

Total Registration Fee $___________

Guest/Spouse Registration (No charge for registration. Conference meals are additional.) Name (to appear on badge)____________________________ City/Hometown ____________________________________

Make a reservation for me for the Guest Lunch on Thursday, compliments of IASBO (for guests only)

Meal Registration-Meals are included in cost, but please indicate meals you plan to attend:

REGISTRANT

GUEST

Luncheon Thursday, May 12 $25 (if not attending above guest luncheon)

Awards Dinner Thursday, May 12 $35

Luncheon Friday, May 13 $25

Dietary Restrictions_________________________________________________

Total Guest Meal Costs $__________

Preconference Workshops Wednesday, May 11 Preconference workshops are limited to the first 40 registrants.

TIME SESSION MEMBER NON-MEMBER 8:30-11:30am Using Web Search & Social Media to Keep Your School District

Knowledgeable & Emerging $70 $100

8:30-11:30am A Slow Climb Out of a Deep Hole $70 $100 8:30-11:30am Branding Your School Corporation $70 $100 8:30-11:30am Revisions to the Collective Bargaining Statute $70 $100 1:30-4:30pm Using Web Search & Social Media to Keep Your School District

Knowledgeable & Emerging (repeat) $70 $100

1:30-4:30pm A Slow Climb Out of a Deep Hole (repeat) $70 $100 1:30-4:30pm Revisions to the Collective Bargaining Statute (repeat) $70 $100

(registration continued on next page)

Indiana Association of School Business Officials 65th Annual Meeting Fort Wayne, Indiana


2011 Registration Name

Title

Corporation

Address

Nickname for Badge

Phone #

Fax #

Email

Annual Meeting Registration Thursday, May 12 – Friday, May 13

Active Member $250 (includes all meals-see below) Business Associate Member $250 (includes all meals-see below)

Institutional Member ● $250 (includes all meals-see below) Non-Member $300 (includes all meals-see below)

Total Registration Fee $___________

Guest/Spouse Registration (No charge for registration. Conference meals are additional.) Name (to appear on badge)____________________________ City/Hometown ____________________________________

Make a reservation for me for the Guest Lunch on Thursday, compliments of IASBO (for guests only)

Meal Registration-Meals are included in cost, but please indicate meals you plan to attend:

REGISTRANT

GUEST

Luncheon Thursday, May 12 $25 (if not attending above guest luncheon)

Awards Dinner Thursday, May 12 $35

Luncheon Friday, May 13 $25

Dietary Restrictions_________________________________________________

Total Guest Meal Costs $__________

Preconference Workshops Wednesday, May 11 Preconference workshops are limited to the first 40 registrants.

TIME SESSION MEMBER NON-MEMBER 8:30-11:30am Using Web Search & Social Media to Keep Your School District

Knowledgeable & Emerging $70 $100

8:30-11:30am A Slow Climb Out of a Deep Hole $70 $100 8:30-11:30am Branding Your School Corporation $70 $100 8:30-11:30am Revisions to the Collective Bargaining Statute $70 $100 1:30-4:30pm Using Web Search & Social Media to Keep Your School District

Knowledgeable & Emerging (repeat) $70 $100

1:30-4:30pm A Slow Climb Out of a Deep Hole (repeat) $70 $100 1:30-4:30pm Revisions to the Collective Bargaining Statute (repeat) $70 $100

(registration continued on next page)



Certification Program Courses Wednesday, May 11 You must be a current IASBO member to attend the Certification Courses

TIME SESSION MEMBER 8:30-11:30am Food Nutrition Administration (ADM118) $70

1:30-4:30pm School Law & Administrative Rules: Advanced (ADM112) $70 1:30-4:30pm Accrual Accounting (A114) $70

Total Preconference/Certification Program Fees $__________

Please bill the Corporation- PO#

Check Enclosed Return this registration by April 29 to Indiana ASBO at: One N Capitol Avenue, Suite 1215 Indianapolis, IN 46204 fax (317) 639-4360

No refunds or credits will be given after April 29. All cancellations must be received in writing.

TOTAL CONFERENCE FEE

DUE $_______________

2011April 9-12 NSBA Annual Meeting San Francisco, California

April 14 Budget Workshop - #3 MSD Warren Township, Indianapolis

April 15 Treasurer’s Workshop - #4 MSD of Pike Township Administration Offi ce, Indianapolis

April 22 Good Friday

May 11-13 IASBO Annual Meeting Grand Wayne Center, Fort WayneCertifi cation Courses• School Law & Administrative Rules – Advanced• Accrual Accounting• Food Nutrition Administration

May 20 Budget Workshop - #4 MSD Warren Township, Indianapolis

2011 IASBO CALENDAR

May 30 Memorial Day

June 10 IASBO Leadership Conference Hilton Garden Inn, Indianapolis

June 17 Joint School Finance Seminar Marriott East Hotel, Indianapolis

June 20-21 Summer Institute Primo West, Plainfi eldCertifi cation Courses• Public Works Law and Administration• Construction Finance • School Law & Administrative Rules – Basic• Collective Bargaining Strategy & Law


Seventh Circuit Court of Appeals DecisionsSchool district correctly determined that student was no longer a child with a disability.

Finding that the administrative law judge applied the wrong legal standard in determining whether the students disability adversely affected his educational performance, the Seventh Circuit reversed the judge’s decision that the student was still in need of special education services. Marshall Joint School District No. 2 v. C.D., 616 F.3d 632 (7th Cir. 2010).

C.D. was diagnosed with Ehlers-Danlos Syndrome, a genetic disease commonly called double-jointed-ness. Because of his condition, he was evaluated and determined to be eligible for special education services under “other health impairment.” In kinder-garten, he received adaptive physical education, as well as physical therapy, occupational therapy, as-sistive technology, supplemental aids and services, and program modifications in his academic classes. But beginning in first grade and continuing through the second grade, the student received only adaptive physical education. During the reevaluation process required by federal law, the school determined that C.D. was performing at grade level, had met many of the goals specified in his individualized educa-tion program (IEP), and no longer had many of the problems that prompted his need for special educa-tion in gym. Based on these findings, school person-nel concluded his impairment no longer adversely affected his educational performance and that he no longer needed special education because his needs could be met in regular education setting with some slight modifications for his medical and safety needs. The parent disagreed and required a due process hear-ing. The administrative law judge concluded that the student still qualified as a child with a disability since his ability to fully and safely perform and participate in certain physical activities at school was adversely affected by his condition. The school appealed to the Seventh Circuit Court of Appeals, which reversed the administrative law judge’s determination.

In the opinion of the appellate court, the hearing officer applied the wrong legal standard in ruling in favor of the student. According to the court, the administrative law judge concluded that the student’s

Excerpts from ISBA Legal Educator

disability adversely affected his educational perfor-mance because it caused him to experience pain and fatigue and that, when he experienced pain and/or fatigue at school, it could affect his educational per-formance. The appellate court noted that while there was evidence that the child’s disease could affect edu-cational performance, there was no substantial evi-dence that supported the conclusion that the disability had an adverse affect. Rather, the evidence demon-strated that the prior IEPs substantially improved the student’s performance to the point where his health condition did not have an adverse affect on his educa-tional performance.

Noting that, even if the administrative law judge was correct in concluding that C.D.’s condition had adversely affected his educational performance, it was necessary to consider a second question - whether C.D. needed special education and/or related ser-vices. School personnel had concluded he did not, believing that his safety needs could be met through a health plan implemented in the regular gym class. The administrative law judge rejected the opinion of the school’s adaptive gym teacher, finding she lacked reliability. Instead, the administrative law judge relied on the testimony of C.D.’s physician in concluding the student needed special education in gym class, because of safety concerns. The Seventh Circuit con-cluded the teacher had much more expertise about the student’s needs than the physician, and further, that the student had only medical and safety needs, which did not qualify the student as a child with a disability.

Federal District Court DecisionsClass representatives failed to meet the prima facie burden of proving disparate impact; even if they had, the school demonstrated sufficient evidence of job relatedness and business necessity.

Finding that the school board’s decision to decer-tify several bargaining units was not an employment practice subject to a disparate impact claim, the dis-trict court granted the school’s motion for summary judgment. Walker v. East Allen County Schools, 2010 WL 1652958 (N.D.Ind. 2010).

continued on page 12


Facing a $1.2 million deficit in its general fund, the school board decided to discontinue bargaining with four of the seven bargaining units that represented non-certified employees. The four decertified units represented nurses, food service workers, secretar-ies, and paraprofessionals, groups that were almost exclusively comprised of female employees. Three women, on behalf of all the members of the decerti-fied units, filed a complaint of gender discrimination with the Equal Employment Opportunity Commis-sion (EEOC). The EEOC found reasonable cause to believe that the school board’s decision adversely impacted the class of females by denying them the same terms and conditions of employment as the male-dominated units. The class representatives then filed suit in federal district court. The district court certified the class.

The class alleged the board’s decision to decertify the four units had a disparate impact on women in violation of Title VII. The school board filed a mo-tion for summary judgment. The court first noted the burden that each party had to meet. For the class to succeed, it has to establish its prima facie case by proving that a facially-neutral employment practice disproportionately impacted members of a legally protected group. The school board could rebut the claim by demonstrating that the employment practice at issue was “job related” and “consistent with busi-ness necessity.” If the employer did this, then the class could still succeed by proving that the employer refused to adopt an available alternative employment practice that had a lesser disparate impact and still served the employer’s legitimate need.

The court acknowledged that the statistical evi-dence submitted by the class demonstrated that the school board’s decision to decertify these four units had a greater impact on women. However, the court opined that it first had to consider whether the deci-sion to decertify the units was an “employment prac-tice,” as that term has been constructed by courts that have considered disparate impact claims. The school board asserted its decision was not an employment practice typical of disparate impact claims for three reasons: disparate impact claims only apply to hir-ing and promotion policies; the board’s decision was a single decision that was not sufficient to constitute a specific employment practice under Title VII; and the board’s decision involved the exercise of busi-

ness judgment driven by market forces and therefore was not an employment practice under the disparate impact analysis.

The court rejected the school board’s first two arguments, finding that disparate impact claims have not been limited to hiring and promotion policies and that a single decision that affects a large number of employees can be challenged under a disparate impact theory. But the court was persuaded by the board’s argument that market-driven employment decision are not the type of employment practices that are sub-ject to disparate impact analysis. The court relied on several cases wherein judges had concluded that “an employer’s reliance on the market to set its wages is not the sort of policy at which disparate impact analy-sis is aimed” and “a compensation system that was the result of a complex of market forces does not con-stitute a single practice that suffices to support a claim under disparate impact theory.” Noting that the school corporation faced a significant budgetary shortfall that market forces drove the board’s decision to decertify only the four affected units, the court concluded its decision was not an employment practice that was suitable for the disparate impact theory.

Despite concluding that the class had not met its burden, the court further considered whether the school board’s decision was “job relatedness” or “business necessity.” In light of the board’s evidence that decertifying the units would save the school corporation money and would increase management flexibility, the court concluded the decision was a business necessity. Based on these findings, the court granted the school board’s motion for summary judg-ment.

Indiana Court of Appeals DecisionsDoctrine of transferred intent supported juvenile court’s determination that student committed battery against his teacher.

Because the student admitted he intended to punch another student, the fact that he hit his teacher instead was not a defense to the charge of battery. D.H. v. State, 932 N.E.2d 236 (Ind.App. 2010).

Legal Educator

continued on page 13


Legal Educator

A student got into an altercation with another stu-dent. As his teacher attempted to separate the two stu-dent, D.H. threw a punch at the other student, striking his teacher instead. The State filed a petition with the juvenile court alleging D.H. to be a delinquent child for committing battery on a school employee, a Class D felony, had D.H. been an adult. The juvenile court found in favor of the State.

D.H. appealed to the Court of Appeals, asserting that there was insufficient evidence that he knowingly or intentionally struck his teacher, D.H. admitted to throwing a punch but asserted that he intended to strike the other student, not his teacher. The appellate court concluded that the doctrine of transferred intent supported the juvenile court’s determination. Accord-ing to the court, the fact that D.H. did not strike his intended victim, but instead struck another, was not a defense. Noting previous cases wherein the courts have held that defendant’s intent is transferred from the person against whom it was directed to the person actually injured, the court concluded because the stu-dent admitted that he intended to punch another, the fact that he struck another could not act as a defense.

The student further argued that the doctrine should not be applied in this case, because the punishment for striking a school employee is higher than the pun-ishment for hitting a classmate. The court rejected this argument, concluding that the State needed only to prove that the student acted with the requisite culpa-bility, i.e., that the student knowingly or intentionally struck someone, not a teacher. Since the student ad-mitted that he threw a punch, intending to hit another student, the court concluded the evidence supported the finding of delinquency.

Public Access Counselor OpinionsSchool corporation did not violate the Open Door Law by not asking the superintendent for a comment prior to hiring a business manager.

Because the public does not have the right to speak at public meetings, the Public Access Counselor concluded the school board did not violate the Open Door Law, Formal Complaint 10-FC-176, Public Ac-cess Counselor, September 2, 2010.

A patron filed a complaint with the Public Access Counselor (PAC) alleging that the school board vio-lated the Open Door Law (ODL), by not asking the superintendent for a comment prior to voting to hire a business manager. The patron also alleged that the board conducted a series of smaller meetings at which the nature of the business manager’s position was discussed. The PAC concluded that the ODL only re-quires that school board meetings be open to the pub-lic and does not require that the public be given the opportunity to speak. Therefore, the school board did not violate the ODL. With regard to the allegation that a series of meetings had been held, the PAC found no evidence of any more than one meeting and therefore concluded there was no violation of the ODL.

The Department of Education did not violate the Ac-cess to Public Records Act by not producing records that do not exist.

Opining that the Access to Public Records Act only requires an entity to release records that exist, the Public Access Counselor concluded the Department did not violate the Act by not releasing records that do not yet exist. Formal Complaint 10-FC-196, Public Access Counselor, September 29, 2010.

A patron requested from the Department of Educa-tion (DOE) access to Core 40 results for Algebra I and English 10 for the 2009-10 school year. When the records were not received, the patron filed a com-plaint with the Public Access Counselor (PAC). The DOE responded to the complaint by advising the PAC that the DOE must conduct a significant amount of date cleanup before it can make the results available to school corporations and the public and that the staff was currently conducting the data cleanup process. Based on this information, the PAC concluded that the DOE did not violate the Access to Public Records Act (APRA) by failing to release records that the DOE did not yet have. According to the PAC, the APRA gov-erns access to public records that exist; the failure to produce records that do not exist is not a denial under the law.

----------------------------------------------------------

If you have a questions or would like a copy of any documents referred to in this article, please contact Lisa Tanselle, Staff Attorney,

Indiana School Boards Association, by phone 317-639-0330, ext. 110 or by email [email protected].


Region 1TERESA WILLIAMSDirector of Business ServicesHammond

Region 8KERRY DEINHARTPurchasing AgentZionsville

REBECCA EDLINController – Deputy TreasurerZionsville

EVAN HAWKINSChief Operating Offi cerCharles A. Tindley Accelerated School

LORRI LEFEVERSAdministrative SupportSpecial ServicesJohnson County Schools

TINA SHERRARDDirector of Business ServicesGoodwill Education Initiatives

BRIAN SMITHSuperintendentHamilton Southeastern Schools

DANIEL STEVENSChief of School OperationsGoodwill Education Initiatives

Region 9DEBBIE ARTHURDeputy TreasurerMitchell

Region 10NATHAN CLOVERSouthwest E-Marketing SpecialistWilson Education Center

LYNN DOHONEYPayroll AssociateNew Albany-Floyd County

BENITA FISCHERSoutheast E-Marketing SpecialistWilson Education Center

TAMMY LAMONDeputy Treasurer of PayrollNew Albany-Floyd County

JAMES TEDDERTransportation & Facilities DirectorFlat Rock Hawcreek

JIM THURMANNortheast E-Marketing SpecialistWilson Education Center

JAY VETTERNorthwest E-Marketing SpecialistWilson Education Center

Welcome IASBO New Members

PENNY PINCHER TIPSIf you are still looking for cost savings/cutting issues to assist with the current funding challeng-es, remember to review the Pen-ny Pincher Tips that are found on the IASBO website. These strategies have been developed over the past several years and were updated by Mark Miller last winter. The tips are arranged by the following categories: AccountingBudgetingCash ManagementFacilities/UtilitiesFood NutritionHuman Resources/ Labor RelationsPayrollPurchasing/Accounts PayableRisk ManagementTechnologyTransportationOther Please send any new strat-egies to Mark Miller at [email protected] and IASBO will post them on the web site. During these challeng-ing times, it is important to review potential cost savings/cutting and share new ideas.


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

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

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

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

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

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

Apex Benefi ts Group, Inc.Todd Foushee8500 Keystone Crossing, Suite 490Indianapolis, IN 46240(317) 254-1600 Fax (317) [email protected] provides the full spectrum of group employee benefi ts.

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

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

AssetWorks Appraisal, Inc.Kelly Fiorina4955 Steubenville Pike, Suite 401Pittsburgh, PA 15205(412) 809-0600 Fax (412) 809-0777kelly.fi [email protected] asset inventory and valuation fi rm specializing in GASB 34 compliance & property insurance reporting.

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

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

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

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

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

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

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

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

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

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

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

Buckeye Cleaning CenterJeremy Cracraft8432 East 33rd StreetIndianapolis, IN 46226(317) 897-0880 Fax (317) [email protected]

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

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

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

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

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

Cook-Illinois Corporation-AcademyRobert L. Smith, Jr.2 Woodbine Rd.Rolling Meadows, IL 60008-2356(708) 606-7871 Fax (847) [email protected] transportation

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

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

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

Downey InsurancePatrick Downey302 S. Reed Rd.PO Box 1247Kokomo, IN 46903(765) 457-9161 Fax (765) [email protected]/Casualty and worker’s compen-sation for public school districts.

IASBO Business Associate Members


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

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

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

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

Educational Services CompanyTom Mandon3535 E 96th Street, Suite 126Indianapolis, IN 46240(317) 818-3535 Fax (317) [email protected] Services Company has been providing Indiana schools with a full scope of educational management servicessince 1989.

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

Emergency Radio Service, Inc. (ERS) Daphne KnoxPO Box 110Ligonier, IN 46767(260) 894-4145 Fax (260) [email protected] two-way radios, 247 and iCOP cameras & GPS. 7 service facilities in Indiana.

Energy Education, Inc.David Glessner5950 Sherry Lane, Suite 900Dallas, TX 75250(940) 867-2991 Fax (214) [email protected]

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

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

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

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

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

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

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

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

Foodservice Solution GroupScott Reitano748 E. Bates St., Ste 200Indianapolis, IN 46202(317) 637-3204 Fax (888) [email protected] kitchen/serving area design fi rm. Services include new construction, renovation and feasibility studies.

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

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

Georgia Direct CarpetTony Bledsoe1530 S. 9th St.Richmond, IN 47374(765) 966-2548 Fax (765) [email protected], resilient, ceramic, gym fl oor, resinous fl ooring, installation, casework, cabinetry. Full service company.

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

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

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

GRBS, Inc.Michelle Kershner1200 Front Avenue, NWGrand Rapids, MI 49504(900) 441-4463 Fax (616) 451-2201www.grbsinc.com

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

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

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

HGA Group, TheMary Roberts9096 Technology Lane, Suite BFishers, IN 46038(800) 832-6442 Fax (317) [email protected] service equipment for the professional.

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

Horace Mann CompaniesJoanne Holman301 E. Carmel Drive, Suite G300-002Carmel, IN 46032(317) 435-3682school corporations.

HPSAngie Jones3275 N. M-37 Hwy.PO Box 247Middleville, MI 49333(269) 795-3308 Fax (269) [email protected], super-regional group pur-chasing organization that provides competi-tive contracts, dealership pricing onfurniture & equipment complemented by interior design, supporting the membership’s bottom line.



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

Huntington National BankMichael Gilmore45 N. Pennsylvania StreetIndianapolis, IN 46204(317) 237-2504 Fax (317) [email protected]

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

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

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

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

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

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

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

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

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

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

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

J.D. Petro & Associates, Inc.Jeff S. ParishPO Box 420Franklin, IN 46131(317) 736-6566 Fax (317) [email protected], wall coatings, brushes, rollers

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

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

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

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

Kronos IncorporatedCarol Nowakowski6050 Oak Tree Blvd, Suite 350Independence, OH 44131(216) 867-5622 Fax (866) [email protected] Management: time and atten-dance, absence management, scheduling, absence management, HR & payroll, hiring, labor analytics.

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

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

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

M&D Consulting & Electrical Contracting, LLCMark A. Joseph6543 Calla Lily DriveIndianapolis, IN 46237(317) 753-9739 Fax (317) [email protected] repair & maintenance, remodel & new work. Energy savings specialists.

MapleTronics Consulting ServicesJerry Hawkins2116 W. Wilden Ave., PO Box 136Goshen, IN 46527-0136(574) 534-2830 Fax (574) [email protected], grant writing & project man-agement services for grant funding to K-12 education, local government & medicalmarkets.

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

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

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

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

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

Moake Park GroupDick Moake202 W. Berry St., Suite 630Fort Wayne, IN 46802(260) 424-6516 Fax (260) [email protected], planning, interior design for education, healthcare, YMCA and library clients.

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



IASBO Business Associate MembersMoore Engineers, P.C.Andrea George/Steve McGillTwo Meridian Park Place12400 N. Meridian St., Suite 150Carmel, IN 46032(317) 848-5045 Fax (317) [email protected] design team’s engineer for K-12 including libraries, science & multi-media labs, performing arts and auditoriums.

MSKTD Architects Engineers InteriorsMark Joseph and Jon Rowe1715 Magnavox WayFort Wayne, IN 46804(260) 432-9337 Fax (260) [email protected], engineering and interior de-sign services. Serving our Indiana schools since 1978. We invite you to visit ourwebpage at www.msktd.com

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

Odle McGuire Shook CorporationGeof Odle / Matt Mayol429 N. Pennsylvania Street, Suite 403Indianapolis, IN 46204(317) 842-0000 Fax (317) [email protected]

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

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

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

R.L. Turner CorporationGreg Turner1000 W. Oak St.Zionsville, IN 46077(317) 873-2712 Fax (317) [email protected] premier construction partner in the midwest.

Raymond James & Associates, Inc.Terry Leffew1499 Windhorst Way, Ste 200Greenwood, IN 46143(317) 850-5283 Fax (765) [email protected] Banking

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

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

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

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

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

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

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

School Dude.comBrian CruzP.O. Box 331 New York, NY(877) 868-3833 Fax (866) 266-0417 [email protected] educational operations solutions

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

Security Benefi tJohn N. Ference8517 Settlers PassageBrecksville, OH 44141(877) 546-0951 Fax (440) 546-4986john.ference@securitybenefi t.comSpecialize in working with educators in fi nancial services.

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

Siemens Industry Inc.Kurt Giesselman6200 Technology Center DriveIndianapolis, IN 46278(317) 715-4368 Fax (317) [email protected] energy savings performance contracting

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

Skyward, Inc.Bob Jung5233 Coye DriveStevens Point, WI 54481(715) 341-9406 Fax (715) [email protected] student, fi nance and human resources administrative software exclusively for K-12 school districts.

SodexoJim Dayhuff55910 Bittersweet RoadMishawaka, IN 46545(574)968-9613 Fax (574) [email protected]

SodexoMarty McGaughey1-253 South 475 WestWaveland, IN 47989(317) 223-4592 Fax (317) [email protected]

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

Stair Associates, Inc.Reggie Laconi3760 W 96th StreetIndianapolis, IN 46268(317) 228-1900 Fax (317) [email protected] architectural/mechanical elec-trical engineering including geothermal heating/cooling, the educated choice forIndiana schools.

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

Stewart & Irwin, Attorneys at LawJeffrey Halbert215 E. Ohio Street, Suite 1100Indianapolis, IN 46204(317) 639-5454 Fax (317) [email protected]

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

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

Synovia, Inc.Pete Baxter9190 Priority Way West, Suite 115Indianapolis, IN 46240(317) 441-2333 Fax (317) [email protected]

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


IASBO Business Associate MembersTherber & BrockLonnie Therber101 W. Ohio St., Ste 1590Indianapolis, IN 46204(317) 637-9572 Fax (317) [email protected] Finance Consultants

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

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

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

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

Turner Construction CompanyScott Schroeder9190 Priority Way West DriveIndianapolis, IN 46240(317) 573-2828 Fax (317) [email protected]

Tyson Corporation / New Castle ModularAlicia Berglund2301 S. Holt Rd.Indianapolis, IN 46241(317) 241-8396 Fax (317) [email protected] owned and operated provider of modular classrooms and modular building. We are a full-service company. Lease,Sale, Relocations.

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

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

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

VALICMaria Davis630 West Carmel, Suite 140Carmel, IN 46032(317) 818-5900 Fax (317) [email protected] one provider of retirement pro-grams for K-12 in the U.S.

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

VPS ArchitectureScott C. Veazey528 Main Street, Suite 400Evansville, IN 47708(812) 423-7729 Fax (812) [email protected], service-oriented, high performance design including architecture, educational/facility planning and studies.

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

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

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

IASBOANNUAL MEETING

and EXHIBITS

May 11-13, 2011

Grand Wayne Convention CenterFort Wayne

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