Inter-Com · Vol. XXXXVI No. 4 December 2017 Indiana Association of School Business Officials...
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Office of Executive Director One N. Capitol, Suite 1215 Indianapolis, IN 46204 (317) 639-3586 x106 FAX (317) 639-4360 E-mail: [email protected] www.indiana-asbo.org Vol. XXXXVI No. 4 December 2017 Indiana Association of School Business Officials Inter-Com 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. Mission Statement Hello My Friends! Have you ever had someone unexpectedly say to you, “You made my day!”? I recall one of the first times that happened to me. We submit- ted a legal ad to one of the local newspapers for publication. The person at the newspaper al- ways sent me a proof to look at for my approval prior to publication. Normally I would email a quick response like, “Looks good. Thanks”, then return to the task at hand. Then one time as I was responding to a proof, I broke away from my normal canned response. This time I emailed something like this…., “The ad looks GREAT! As usual your attention to detail is spot on. I really appreciate your good work. Thank You!”. It was not long after I hit the “send” button that I received an email back that said, “Thank you for the kind words. You made my day”. I was surprised to receive this response as it was totally unexpected. I had no clue why my words made someone’s day. Perhaps they were having a bad day. Maybe this person was feeling underappreciated at work or at home. Who knows? In any event it made a difference to that person on that day. It also points out that you can never know how badly someone is in need of a compliment or an act of kindness. But to that person, it can make all the difference in the world. Every day brings opportunities to make someone’s day. But it should not be a goal. If you make it a goal, it becomes personal. You may rarely hear the words, “You made my day” so it is unrealistic to measure wheth- er you have or not based on hearing those words. Making someone’s Articles of Interest . . . President’s Message ................................. 1-2 From Denny’s Desk ...................................... 4 IASBO 18 Calendar ...................................... 6 HEA 1009 Workshops .................................. 7 Legislative Resolutions ......................... 8-10 IFA Lead Sampling Program ................... 12 IASBO New Website .................................. 14 New Members, Mileage Rate, Note ......... 15 IASBO Sponsors ......................................... 16 IASBO Apparel ......................................... 18 Business Associates................................ 18-22 • PERFORMANCE SERVICES • AMERICAN FIDELITY • DEEM MECHANICAL & ELECTRICAL • ICE MILLER • PUBLIC TRUST ADVISORS Platinum Sponsors President’s Message Ted Zembala, IASBO President continued on page 2
Transcript of Inter-Com · Vol. XXXXVI No. 4 December 2017 Indiana Association of School Business Officials...
IASBO InterCom December 2017 - 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 and the profession of school business management.
MissionStatement
Hello My Friends!
Have you ever had someone unexpectedly say to you, “You made my day!”? I recall one of the first times that happened to me. We submit-ted a legal ad to one of the local newspapers for publication. The person at the newspaper al-ways sent me a proof to look at for my approval prior to publication. Normally I would email a quick response like, “Looks good. Thanks”, then return to the task at hand. Then one time as I was responding to a proof, I broke away from my normal canned response. This time I emailed something like this…., “The ad looks GREAT! As usual your attention to detail is spot on. I really appreciate your good work. Thank You!”. It was not long after I hit the “send” button that I received an email back that said, “Thank you for the kind words. You made my day”. I was surprised to receive this response as it was totally unexpected. I had no clue why my words made someone’s day. Perhaps they were having a bad day. Maybe this person was feeling underappreciated at work or at home. Who knows? In any event it made a difference to that person on that day. It also points out that you can never know how badly someone is in need of a compliment or an act of kindness. But to that person, it can make all the difference in the world.
Every day brings opportunities to make someone’s day. But it should not be a goal. If you make it a goal, it becomes personal. You may rarely hear the words, “You made my day” so it is unrealistic to measure wheth-er you have or not based on hearing those words. Making someone’s
Articles of Interest . . .President’s Message ................................. 1-2From Denny’s Desk ......................................4IASBO 18 Calendar ......................................6HEA 1009 Workshops ..................................7Legislative Resolutions ......................... 8-10IFA Lead Sampling Program ................... 12
IASBO New Website ..................................14New Members, Mileage Rate, Note ......... 15IASBO Sponsors .........................................16IASBO Apparel ......................................... 18Business Associates................................ 18-22
• PERFORMANCE SERVICES • AMERICAN FIDELITY • DEEM MECHANICAL & ELECTRICAL • ICE MILLER • PUBLIC TRUST ADVISORS
Platinum Sponsors
President’s Message
Ted Zembala,IASBO President
continued on page 2
2 - IASBO InterCom December 2017
IASBO OFFICERS ANDBOARD OF DIRECTORS 2017-2018
President Ted Zembala, HobartPresident-Elect Kevin Scott, ElkhartVice President Scott Bowling, CrawfordsvilleTreasurer Carla Gambill, Linton StocktonRegional Directors Terms Ends June, 2019 Jim Evans, Wawasee Lana Crum, Tippecanoe Karen Scalf, Richmond Jud Wolfe, Plainfield Myra Fischvogt, Jennings County
Term Ends June, 2018 Rob James, Lake Central Cathy Phillip, Lakeland Stanley Hall, Peru Tanya Pearson, North Putnam Rick Allen, Southeast Dubois
Past President Weedie Smith, Decatur County
Exhibitor Representatives Tim Thoman, Performances Services Mike Galliher, Boyce Forms/Komputrol
Member Services Administrator Ella Adamson
Professional Development Coordinator Cynthia Kattau
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
President’s Message . . . continued from page 1day should happen naturally, be genuine, and in most instances, totally spontaneous.
There are a number of ways you can make someone’s day without even knowing you did. Things like letting someone go in front of you in the checkout line or letting that big rig merge in front of you. For those around you, it may only take a kind word or two. Maybe a small act of kindness or a show of appreciation. It can be as simple as saying “Thank you” along with a genuine smile. Sharing your energy and enthusiasm can be uplifting to others. Treating those under your supervision as col-leagues acknowledges them and the role they play in your organization. Bringing calm to a difficult situation through patience and understand-ing.
On a grand scale, you could have pizza delivered for everyone for lunch. Come into the office before anyone else and put an unexpected treat on every desk. Organizing a fun office activity like a chili cook-off. Planning an activity gives everyone something to look forward to. Something to take their minds off the stress of the day. Simple, effec-tive, and FUN!
Life is all about people. Again, you never know how badly someone is in need of a complement or an act of kindness. So if you want making someone’s day a part of who you are no matter where you are it’s quite simple. Show them they are relevant. Show them they are not invisible. Show them that they matter.
Wishing You the Happiest of Holidays my Friends!Ted
p.s.Below is the QR code and the link to my InterCom Google Drive fold-
ers. Remember to download the spreadsheet file so it will open in Excel, then enable editing and content. Every month I will be sharing spread-sheet files, how to’s, etc. Nothing huge, just little things. Oh….if you have trouble with the link after clicking it, try copying the link then paste it in your browser.
In the December Google shared folder, I’ve uploaded a Grant Salary Calculator along with a tutorial. I also included my Holiday Greetings to you and a YouTube of one of my all-time favorite Christmas songs.
https://goo.gl/cWgvQV
IASBO InterCom December 2017 - 3
Health and Workers Compensation Plans
24-HOUR COVERAGE FOR INDIANA PUBLIC EMPLOYEES
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4 - IASBO InterCom December 2017
from Denny’s DeskDennis Costerison, IASBO Executive Director
The 2018 Indiana General As-sembly will begin on January 3. Even though it is not a budget year, there are several issues that IASBO will be working on. The 2018 IASBO Legislative Resolutions are included in this edition of the InterCom. IASBO will be dealing with the following issues:
• The deficiency in the state support appropriation must be fully funded.
• The technical amendments to HEA 1009 are passed to assist in the implementa-tion of the new statute.
• The fiscal indicator bill provides for confidential-ity and does not include a grading system for school corporations.
• The state special fuel sur-charge should be eliminated for school corporations.
Another important issue is determining the fiscal impact of the new Graduation Pathways recently passed by the State Board of Education. At the last meeting of the IASBO Board of Directors, Dr. Jennifer McCormick discussed this issue. The new pathways were passed without any fiscal impact statement. From discussions with several members, it is apparent that there will be a cost to this program. Indiana ASBO will be alerting leg-islators of the potential impact dur-ing the session. It is important that school business officials be part
of the discussion at the local level when this issue arises. Besides the curricular issues of this change, the fiscal impact must be considered. As pathways are discussed, make sure that there is a school business official at the table.
Indiana ASBO is pleased that IAPSS will be joining us next March and April in sponsoring the free workshops on HEA 1009. IAPSS will be combining their an-nual spring district meetings with the 1009 workshops. The schedule and location of these meetings are included in this InterCom. Details of these workshops will be distrib-uted after the first of the year.
As we head into the holiday season, one word we see often is “believe”. During the holiday season the word “believe” can be found in many places. It is found on Christmas cards, in holiday songs, on decorations, in holiday TV shows and movies, and just about everything we see during the holiday season. I think it is impor-tant to “believe” the year round. You have to “believe” in your spouse or partner, your family, your friends, your co-workers’, and your Indiana ASBO family. But, most importantly, “believe” in yourself. What you do every day touches a student’s life. Never forget how important you are to Indiana’s pub-lic schools, and always “believe” in yourself.
Carol and I will be enjoying Christmas with our Indiana family (Jeanne, Craig, Chloe and Gib-son) on Christ-mas eve and Christmas day. We will then head to California for the remainder of the holidays with Tad, Emily, Tad, Charlie and Nicholas. We are blessed with a wonderful family and the friendship/fellowship of the IASBO family.
On behalf of the IASBO Board of Directors, Ella and Cynthia, I want to wish you all a
Be safe and always remember to “believe” in the joys of this world.
“There is nothing so irresistibly contagious as laughter and good humor.” Charles Dickens
IASBO InterCom December 2017 - 5
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6 - IASBO InterCom December 2017
JANUARY, 2018
January 1 New Year’s Day FEBRUARY, 2018
February 8-10 ASBO International Executive Leadership Forum Austin, TX Feb. 15-17 AASA National Conference on Education Nashville, TN MARCH, 2018
March 6-7 Treasurers Workshop – Days 1 & 2 (B113) MSD of Warren Township Education & Community Center, Indianapolis March 9 IASBO Board of Directors Meeting Hilton Garden Inn Airport, Indianapolis MARCH, 2018
March 13 B110 Budgeting Fundamentals for SchoolBusinessOfficials CertificationCourse Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 March 15-16 IASBO Leadership Academy Marriott North, Indianapolis March 20 Transportation Seminar Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 March 30 Good Friday APRIL, 2018
April 7-9 NSBA Annual Conference San Antonio, TX April 10-11 Spring Institute – CertificationCourses Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 • HR110 Introduction to Human Resources Administration • HR112 Labor Relations / Contract Administration • HR111BenefitsAdministration • HR116 Group Health / Medical Insurance
2018 Indiana ASBO Professional Development Calendar
April 12-13 Leadership Academy Marriott North, Indianapolis April 16-17 Treasurers Workshop Days 3 & 4 (B113) MSD of Warren Township Education & Community Center, Indianapolis April 19 Extracurricular Accounting Seminar Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 April 23 CertificationCourses Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 • A110 Fund Accounting / Budget Cycle / Audits • A111 Information Reporting & Data Analytics MAY, 2018
May 9-11 IASBO Annual Meeting French Lick Resort, French Lick
May 9 CertificationCourses • A114 Accrual Accounting • ADM112 School Law & Administrative Rules - Advanced • HR114 Collective Bargaining Strategy & Law • ADM117 Transportation Administration May 28 Memorial Day June, 2018 May 31 – June 1 IASBO Board of Directors Leadership Conference/Board Meeting TBD June 5-6 Summer Institute – CertificationCourses Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 • ADM111 School Law & Administrative Rules - Basic • HR115 Managing People • B150 Budgeting for School Operations June 8 ISBA School Law Seminar TBD June 13 Joint Budget / Finance Seminar - ISBA / IAPSS / IASBO TBD
IASBO InterCom December 2017 - 7
2018 HEA 1009 WORKSHOPSIndiana ASBO in conjunction with IAPSS will be sponsoring a series of free workshops next March and April regarding the implementation of HEA 1009. The workshops will be held in the ten IASBO regions. Presenting at the workshops will be representatives from the State Board of Accounts, Department of Local Government Finance, and Indiana ASBO. Registration forms for the workshops will be distributed after the first of the year. Look for additional information in early January.
March 20 IASBO Region 7 Inn at Depauw, GreencastleMarch 21 IASBO Region 1 Chateau Banquet Center, MerrillvilleMarch 22 IASBO Region 2 Christos’ Banquet Center, PlymouthMarch 23 IASBO Region 3 The Summit, Fort Wayne
April 3 IASBO Region 4 The Trails, LafayetteApril 4 IASBO Region 5 Bel Aire Events Center, KokomoApril 5 IASBO Region 10 Clifty Falls Inn, MadisonApril 6 IASBO Region 9 Huntingburg Event Center, HuntingburgApril 9 IASBO Region 8 Primo South, IndianapolisApril 10 IASBO Region 6 Civic Hall Performing Events
Center, Richmond
8 - IASBO InterCom December 2017
2018
IASB
OLEGISLATIVE RESOLUTIONS
INDIANA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS
2018 LEGISLATIVE RESOLUTIONS
I. The 2018 Indiana General Assembly The 2018 session of the Indiana General Assembly is a short session and will not be focusing on increased school funding or the school distribution formula. Indiana ASBO will be targeting specific issues dealing with school business management in their legislative resolutions for this year. School funding is always a priority of IASBO and our basic resolutions are included in this document.
II. School Funding and School Business Management Issues A. Deficiency in State Support Appropriation
• The deficiency in the state support appropriation must be restored
in order to fund school corporations fully for the current school year. IASBO supports that the state support appropriation for tuition support be increased to assure school corporations are fully funded for the current school year. The deficiency was caused by an increase in student enrollment for this school year. The General Assembly created a formula to distribute the state funding to school corporations and should fully fund the formula.
B. Amendments to HEA 1009: School Financial Management
• HEA 1009 which passed the Indiana General Assembly in 2017 should be amended to deal with technical issues that will improve the implementation and flexibility of the law.
Indiana ASBO recommends that several technical amendments be made to the new law created by HEA 1009-2017. IASBO has been working with its membership, the Department of Local Government Finance, State Board of Accounts, Department of Education, and legislative fiscal staffers to create these amendments. These amendments will enhance the implementation process and flexibility to fulfill the intent of the original bill. C. Fiscal Indicators for School Corporations
• A process needs to be created to analyze fiscal indicators to determine if a school corporation is in financial difficulty.
IASBO supports the concept of creating a mechanism that will provide an early warning process to assist school corporations who are experiencing financial difficulties. The process should assure confidentiality between state agencies and the school corporation. A system needs to be developed to provide assistance to a corporation that is identified in this process. IASBO will not support any legislation that places fiscal grades on school corporations.
continued on page 9
IASBO InterCom December 2017 - 9
D. School Calendars Should Be a Local Decision
• School calendars are created by the local school board, school administration, teachers, and the public, and there should not be a state mandate on when schools should begin classes.
IASBO recommends that there be no state mandate on when a school corporation should begin the school year. That should continue to be a local decision. School calendars are determined with the input of parents and local citizens to meet the academic needs of students. E. Tax Incremental Financing Debt Operating Balance
• Tax Incremental Financing (TIF’s) should operate with a maximum debt operating balance of 50% and revert dollars not needed for the balance to the appropriate political subdivisions.
IASBO recommends that TIF’s operate like political subdivisions regarding debt operating balances. Political subdivisions have a 50% debt operating balance for debt incurred before June 30, 2014. TIF’s should have the same restriction that would provide excessive funds to be distributed to political subdivisions and assist with the negative impact of circuit breakers. F. Voting Member on Redevelopment Commissions
• The school representative on Redevelopment Commissions should be a voting member.
IASBO recommends that the school representative on redevelopment commissions be a voting member. This will provide real school input into the decisions of redevelopment commissions. G. Agricultural Assessed Valuation Study
• The Agricultural Assessed Valuation provision passed by the 2016 General Assembly should have further analysis
IASBO understands that the farm land AV issue has a negative impact on the property tax levies for numerous school corporations. A study on these negative aspects should be completed before the 2016 law is fully implemented in 2019. H. Fiscal Questions Regarding the Graduation Pathways
• There should be a thorough review of the Graduation Pathways provision to determine the fiscal impact regarding the implementation of this new process.
IASBO supports a study be made on the cost of the Graduation Pathways concept. The proposed revision in Graduation Pathways for graduating seniors will have a fiscal impact. At this time, the impact is unknown. Before the Graduation Pathways concept is implemented, the funding for the program should be determined and the impact on local school corporation funds. continued on page 10
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I. School Corporations Should Be Exempt from the State Special Fuel Surcharge
• The current law dealing with the state special fuel surcharge should be amended to exempt school corporations from this process.
IASBO supports school corporations be exempt from the state special fuel surcharge. Currently, school corporations pay the tax and then can request a refund from the state for the tax. With the current process, there is additional work and time for both school corporations and the Department or Revenue. II. Future Funding Issues A. The Increase in State Appropriation for Tuition Support in the Future Should Be No Less Than the Current Cost of Living Index B. The Foundation Amount in the School Distribution Formula Must Continue To Be Increased C. The Complexity Index in the School Funding Formula Must Be Adequately Addressed D. Funding for the Choice Scholarship (Vouchers) and the Mitch Daniels Early Graduation Scholarship Programs Should Have a Separate Appropriation in the State Budget E. No Expansion of Choice Scholarships (Vouchers) Until the Effectiveness of the Program is Determined F. Categorical Instructional Initiatives Should Be Fully Funded
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continued on page 12
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12 - IASBO InterCom December 2017
The Indiana Finance Authority (“IFA”)’s Lead Sampling Program for Public Schools is well underway. Currently, 800 school campuses from
146 school districts are enrolled in the program. Teams located across the state are working on one of the two visits per school, either the design visit or the early morning
sample collection visit. The teams have completed approximately 450 sample design visits and over 100 sample collection visits. Results are sent to schools and posted bi-weekly to the IFA website. All school officials have been very responsive and many remediation actions have been reported to us, such as replacing fixtures and posting “hand washing only” signs.
Preliminary state-wide results indicate that while over half of schools have a fixture over the U.S. EPA Action Level of 15 parts per billion (57%), typically only a few fixtures at each school are problematic (4%). Data also suggests that faucets are by far the most typical source of lead in this program to date. In many cases, facility staff report low water use at the affected faucets which could partially explain the concentrations we are observing. In some cases, staff have recently placed conservation aerators on classroom sinks as a part of an effort to reduce its environmental footprint or utility costs for the school. This presents trade-offs in terms of water quality as longer residence times increase water corrosivity which in turn increases the potential for lead to leach from plumbing components.
The IFA is again accepting applications from schools that want to participate. If your school is already en-rolled, there is nothing else needed at this time. Schools may check their results, enrollment status and submit an application at the IFA Lead Sampling Program website: http://www.in.gov/ifa/2958.htm. Applications will be accepted until January 17, 2018. For questions, please contact [email protected].
IFA Lead Sampling Program
IASBO InterCom December 2017 - 13
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14 - IASBO InterCom December 2017
Although our web address will remain the same, www.indiana-asbo.org, the new site will provide for online event registration, membership renewal, the ability to pay via credit card, and other resources you are certain to appreciate!
On Monday, December 18, you should receive an email through the site asking you to sign in and change your password. Once you’ve signed in, make sure to check all your profile information and update any that is incorrect. If you do NOT receive that email, first check your spam, and then contact us to confirm that your current email address is what we have in the system.
If you have any questions regarding the new site, feel free to reach out to our staff.
IASBO is pleased to announce
that the launch of our new website
did occur on Monday, December 18th!
NEW IASBO GOLD SPONSORIndiana ASBO is pleased to announce that Cigna Group Insurance is our newest Gold Sponsor. IASBO
greatly appreciates Cigna joining our sponsorship program.
IASBO InterCom December 2017 - 15
IASBO New Members
Region 1BECKY KRUMWIEDBusiness ManagerNorthwest Indiana Special Education Cooperative
DENNIS SMALL, JR.Business ManagerHammond Academy of Science & Technology
Region 2JEREMY RIFFLESuperintendentTriton
Region 6TRENT PAXSONDirector of CurriculumJay School Corporation
Region 7SHELLY HARRISONCorporation TreasurerNorth Vermillion
WHITNEY TEETERSTreasurerMSD of Martinsville
Region 8JODY MELADYAssistant Director of FacilitiesFranklin Township
Region 10TERESA HEINYAssistant Superintendent for Human ResourcesBartholomew Consolidated
2018 IRS STANDARD MILEAGE RATEThe Internal Revenue Service has raised the Standard Mileage Rate ef-fective January 1, 2018. The new rate is 54.5 cents which is one cent more than the 2017 rate.
A Note to Ted Zembala From Kathy Wiggins
The following note was sent to IASBO President Ted Zembala after his November InterCom article. This short note encompasses what Indi-ana ASBO is all about.
“Hi Ted,I just read your President’s Message in the Inter-Com and wanted to say thank you...it was such a beautifully written acknowledgement to every-one behind the scenes of education. It made me smile, it made me proud, and it reminded me, once again, how thankful I am for all the wonderful people that I work with AND am associated with through IASBO.”
Kathy is the Deputy Treasurer/Accounts Payable/Insurance Benefits Coordinator for the Decatur County Community Schools
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IASBO InterCom December 2017 - 17
18 - IASBO InterCom December 2017
INDIANA ASBO APPAREL
IASBO has secured a contract with a company to provide shirts, sweaters, jackets, hats, etc. with the IASBO logo to Indiana ASBO members. Please go to the IASBO website and click on “IASBO Apparel”. Review the of-ferings that include many different colors. The IASBO Board of Directors hope that many members will purchase IASBO merchandise and wear it at the Annual Meeting and other educational activities. If you have questions on the IASBO apparel, please contact Ella at the IASBO office.
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IASBO InterCom December 2017 - 19
IASBO Business Associate Members1st Source BankJessica Watts14 Indiana AvenueValparaiso, IN [email protected]
3D E-Consulting Group LLCDale Dorsey15921 Presick LaneGranger, IN 46530(574) [email protected] & EZROUTING software simplify education transportation.
AABM Education ServicesGabe Garner5725 West Minnesota StreetIndianapolis, IN 46241(317) 697-4418 [email protected]://www.abm.comCustodial, Landscape & Grounds, HVAC &Mechanical, Electrical & Lighting, Energy, Facilities Engineering, and Parking & Transportation
Acorn, powered by RycorEric Vance18719 Oxbow Drive Marengo, IL 60152(815) [email protected]://www.rycorsoftware.comSchool Fee management software AND modern Online Payment Portal for Parents
Administrator AssistanceSteven R. Wittenauer116 W 7th StreetBrookston, IN 47923(765) [email protected]://www.administratorassistance.comWe help school corporations solve problems.
AdTec, Inc.Charlie HobbsPO Box 97Centerville, IN 47330(765) [email protected]://www.admtec.comConsulting services for E-rate and Capital Assets inventory.
American Fidelity Kim Pugliese8770 Guion Road, Suite R Indianapolis IN 46268(317) 871-2480 [email protected]://www.afadvantage.comSection 125 administration, dependent audit verification, 403(b), group & voluntary products.
Asset Control Solutions, Inc.Kim Falco2040 E. Algonquin RoadSchaumburg, IL 60173(847) [email protected]
AssuredPartners of IndianaRob Stiehl10401 N Meridian St., Ste. 300 Indianapolis, IN 46290(317) [email protected] http://www.assuredptrin.comRisk Management and Employee Benefit Consulting Service Provider with Specialization in Public Schools
AXA EquitableRobert W. Turner9465 Counselors Row, Ste 120Indianapolis, IN 46240(317) [email protected]://www.axa-equitable.comEducating educators on financial matters: 403(b), ROTH, investments, pension, retirement, life insurance, organizing personal finances.
BBank of New York Mellon Trust Co., N.A., TheJerry Fields300 N. Meridian St., Ste. 910Indianapolis, IN 46204(317) [email protected]://www.bnycorptrust.comA leading provider of bond trustee, paying agent and investment services for school corporations.
Barnes & Thornburg, LLPJeff Qualkinbush11 S Meridian StreetIndianapolis, IN 46204(317) [email protected]://www.btlaw.comProviding legal and bond services to school corporations throughout Indiana.
Barton-Coe-Vilamaa Architects & Engineers, Inc.Brian Bohlender225 Airport North Office ParkFort Wayne, IN 46825(260) [email protected]://www.BartonCoeVilamaa.comSince 1969, Barton-Coe-Vilamaa has pro-vided practical and cost-effective design solutions to Indiana school corporations.
Belfor Property RestorationShelby Sawchuk6205 Morenci TrailIndianapolis, IN 46268(317) [email protected]://www.belfor.com/en/usBelfor rebuilds schools after disasters/loses with tight deadlines and budget restraints in mind.
BMO Harris BankKatie Aeschliman135 N Pennsylvania St., 9th FloorIndianapolis, IN 46204(317) [email protected]://www.HarrisBank.comBMO Harris Bank provides banking & financial solutions to government, education & non-for-profit organizations.
Bookkeeping Plus, Inc.Beth A. Marsh232 E. McClarnon DriveGreenfield, IN 46140(317) [email protected]://www.BookPlusInc.comAccounting
Bose McKinney & Evans LLPJames Hamilton111 Monument Circle, Suite 2700Indianapolis, IN 46204(317) [email protected]://www.boselaw.comEducation Legal Services
Boyce Forms-Systems/KomputrolMike Galliher9401 Innovation DrivePO Box 669Daleville, IN 47334-0669(317) [email protected]://www.boycesystems.com“Komputrol” financial software, “K-Time” time keeping application, on line paystub and business forms printing.
CChurch Church Hittle & AntrimAndrew MannaTwo North Ninth StreetPO Box 10Noblesville, IN 46061(317) [email protected]://www.cchalaw.comLegal Services
Cigna Group InsuranceLindsay Voris11595 N. Meridian Street, Suite 500Carmel, IN 46032(317) [email protected]
Core Construction IndianaTina McGrath833 West Lincoln Way, Suite 120 WSchererville, IN 46375(219) [email protected]://www.coreconstruction.comUtilizing comprehensive construction knowledge and industry expertise, CORE provides exceptional building services to K-12 Schools.
Colonial LifeLydia Clark1200 Colonial Life Boulevard WestColumbia, SC 29210(317) [email protected] 4000 schools trust Colonial’s no-cost solution to streamlining & automating benefits open enrollment.
Crowe Horwath LLPTim Berry135 N. Pennsylvania Street, Suite 200Indianapolis, IN 46204(317) [email protected] Accounting Services
CSO ArchitectsTodd Decker8831 Keystone CrossingIndianapolis, IN 46240(317) [email protected]://www.csoinc.netDesign for state-of-the art 21st century educational facilities renovation or new construction.s
DDanmar Contracting LLCNick Verhoff14088 Princewood DriveFishers, IN 46037(317) [email protected]
Deem, LLCTom Zupancic6831 East 32nd Street, Suite 200Indianapolis, IN 46226(866) [email protected]://www.deemfirst.comMechanical/Electrical Contracting and Service
DLR GroupScott Nemshick333 W Wacker Drive, Suite 400Chicago, IL 60606(312) [email protected]://www.dlrgroup.comArchitecture, Engineering, Planning, Interiors
EEducation Networks of AmericaTerry Spradlin 320 N. Meridian St., Suite 118Indianapolis, IN 46204(317) [email protected]://www.ena.comProviding Broadband, Wi-Fi/LAN, Com-munication, and Cloud Solutions to K-12 Schools, Higher Education Institutions, and Libraries
20 - IASBO InterCom December 2017
IASBO Business Associate MembersEducational Service Centers Risk Funding TrustCarrie Milner1764 North 25 East Greencastle, IN 46135(765) [email protected]
Educational Services CompanyDebbie Hineline3535 E 96th Street, Suite 126Indianapolis, IN 46240(317) [email protected]://www.educationalservicesco.comEducational Services Company has been providing Indiana schools with a full scope of educational management services since 1989.
Electronic Systems GroupMarty Cotterman680 N 36th StreetLafayette, IN 47905(765) [email protected]://www.esgindiana.comFire Alarm Systems & Inspections/Secu-rity Systems/Door Access Controls/Video Systems/Temperature Controls/System Monitoring
Elevatus ArchitectureCory Dietz111 East Wayne Street, Suite 555Fort Wayne, IN 46802(260) [email protected]://www.elevatusarchitecture.comPassionate educational designers enhanc-ing the needs of faculty and students today and into the future.
EMCOR Construction ServicesTim Pitts5128 W. 79th St.Indianapolis, IN 46268(317) [email protected]://www.emcorcs.comProviding turnkey resolutions to help make your schools more productive, more comfortable, and much more efficient.
Energy Systems GroupMark Falahee3905 Vincennes Rd Suite 505Indianapolis, IN 46268(317) [email protected]://www.energysystemsgroup.comGuaranteed energy savings programs. Cost reduction in facility operations.
Envoy, Inc.John Barbee6330 E 75th Street, Suite 170Indianapolis, IN 46250(317) [email protected]://www.envoy-cm.comProject and Construction Management Solutions
Ergo Resource Management, Inc.Thomas E. Green801 N Huntington Street, Suite 7Syracuse, IN 46567(574) [email protected] http://www.ergo-syracuse.comManagement and human resource consulting services, OSHA, EPA, and indoor air quality program assistance.
FFanning/Howey Associates, Inc.William Payne9025 N. River Rd. Suite 200Indianapolis, IN 46240(317) [email protected]://www.fhai.comArchitects/Engineers widely credited with setting new standards in flexible and innovative school design.
Fifth Third Bank, IndianaPaul Burch251 N Illinois Street, Suite 1200Indianapolis, IN 46204(317) [email protected]://www.53.comProviding municipal services for school corporations, including municipal leasing, investment management and depository services.
Fifth Third Securities Inc.Jay RyalsSuite 1200251 N. Illinois St.Indianapolis, IN 46204(317) [email protected]://www.53.comBond underwriting and financial services, bond refinancing, tax exempt leases, bond reinvestments, energy loans, TANS.
Financial Solutions Group, Inc.Greg Guerrettaz2680 East Main Street, Suite 223Plainfield, IN 46168(317) 837-4933comgreg@fsgcorpFinancial and municipal advisory services to municipalities across the State of Indiana. (30 years experience)
Fink Forms, Inc.Becky Chase619 E. Dupont Rd. #94Fort Wayne, IN 46825-2055(260) [email protected]://www.finkforms.comBudget forms for schools that are Gateway compatible.
First Internet BankTim Dusing11201 USA ParkwayFishers, IN 46037(317)[email protected]
GGeorge K. Baum & CompanyDamian Maggos600 E. 96th St., Ste. 540Indianapolis, IN 46240(317) [email protected]://www.gkbaum.comOne of the nation’s leading municipal finance investment banking firms providing a full range of public finance services to borrowers and investors.
Gibraltar Design, Inc.James B. Thompson, NCARB9102 N Meridian Street, Suite 300Indianapolis, IN 46260(317) [email protected]://www.gibraltardesign.comFull service Architectural/Engineering Firm with focus on K-12 and Higher Ed facilities.
GMB Architecture + EngineeringJason Miller85 E. 8th Street, Suite 200Holland, MI 49423(676) [email protected]://www.gmb.comA relational, co-designing firm that creates facilities to enhance learning.
HHeartland School SolutionsMary Ryan787 Elmgrove RoadRochester, NY 14624(800) 724-9853 [email protected]
Hilliard LyonsRandy Ruel10 West Market Street, Suite 2450Indianapolis, IN 46204(317) [email protected]://www.hilliardlyons.comRegional investment banking firm special-izing in origination, pricing and distribu-tion of tax exempt bonds to Indiana School Corporations.
Hillyard IndianaDarin Miller14317 West Painter DriveDaleville, IN [email protected]://www.hillyard.comFamily-owned national manufacturer of cleaning chemicals and developer of an industry-leading cleaning cost analysis program.
Horace Mann CompaniesLynn Schmale301 E. Carmel Dr., Suite G300-002Carmel, IN 46032(217) [email protected]://www.horacemann.comWe specialize in providing 403(b), Section 125 & auto insurance payroll deductions to school employees.
Horizon BankDave Voris302 N. Alabama StreetIndianapolis, IN 46204(317) [email protected] services including deposit ac-counts, treasury management, investments, and municipal financing
HPSJennifer Zech3275 N. M-37 Hwy.PO Box 247Middleville, MI 49333(800) [email protected]://www.hpsnet.comHPS is a member-owned group purchasing organization providing competitive contracts and dealership pricing on furniture and equipment.
Huntington National Bank, TheMichael Gilmore45 N. Pennsylvania St.Indianapolis, IN 46204(317) [email protected]://www.huntington.comBanking, Loans, Investment, Lockbox and Treasury Management Services
IIce Miller LLPJane HerndonOne American Square, Ste 2900Indianapolis, IN 46282(317) [email protected]://www.icemiller.comProvide school construction and cash flow financing; referendum, employee benefits and other related legal services.
Indiana Bond BankRon Mangus10 W. Market St., Suite 2410Indianapolis, IN 46204(317) [email protected]://www.in.gov/bondOur mission is to assist local government in obtaining low-cost finance for their operations.
InterDesignDaniel D. Rawlins141 E. Ohio St.Indianapolis, IN 46204(317) [email protected]://www.interdesign.comArchitecture and Design-Build Criteria Development
InterfaceLarry Boyle235 West 84th StreetIndianapolis, IN 46260(317) [email protected]://www.interface.comInterface modular carpet tile, i2 mergeable dye lot, life time Antimicrobial Inersept no mold warranty with solution dyed nylon – Highest recycled content
IASBO InterCom December 2017 - 21
IASBO Business Associate MembersJJ & D TurfJamie Mehringer12955 Ford DriveFishers, IN 46038(317) [email protected] http://www.j-dturf.comJ&D Turf is a full service sports turf con-sulting, construction, maintenance and distribution company.
JA Benefits, LLCChristy McNichols1630 H StreetBedford, IN 47421(812) [email protected]://www.JABenefits.comClient focused benefit consulting firm providing clear, simplified solutions to 11630complex school and trust issues.
Johnson-Melloh SolutionsCraig Martin, 5925 Stockberger PlaceIndianapolis, IN 46241(317) 536-6106 [email protected]://www.johnsonmelloh.comRenewable, sustainable, and reliable alternative energy projects for schools.
JPMorgan Chase Bank, N.A.Nancy Dorsa1 East Ohio St, IN1 - 0045Indianapolis, IN 46277(317) [email protected]://www.jpmorgan.comBanker for Government entities in the State of Indiana including cities, counties and K12 school corporations.
KKeyBanc Capital MarketsKelly L. McNairy10 W. Market St, Suite 900Indianapolis, IN 46204(317) [email protected]://www.key.comKeyBanc Capital Markets provides banking and bond underwriting services to municipal entities and educational institutions
Keystone Architecture, Inc.Mark Brandyberry322 Main StreeetLafayette, IN 47901(765) [email protected]://www.keystonearch.comKeystone Architecture is one of Indiana’s largest architectural firms.
KI/Binford GroupSusan Binford14725 Herriman Blvd.Noblesville, IN 46060(317) [email protected]://www.ki.comSchool furniture with installation, design and budget services.
Kovert Hawkins Architects, Inc.Hal E. Kovert630 Walnut St.Jeffersonville, IN 47130(812) [email protected]://www.koverthawkins.comEducational Facilities Planning, Feasibility Studies, Architectural and Interior Design... with Personalized Service.
LLegat ArchitectsRobin Randall2015 Spring Road, Suite 175Oak Brook, IL 60523(630) [email protected] and interior design
L. L. Low Associates, Inc.Andrew Low210 N. Ironwood Dr.South Bend, IN 46615(574) [email protected]://www.lllow.comOver 35 years of providing Indiana schools with financial computer software.
Lancer & Beebe ArchitectureTerry Lancer719 East New York StreetIndianapolis, IN 46202(317) [email protected], Planning, Interior Design
Lewis & Kappes P.C.Robert RundOne American Square, Suite 2500Indianapolis, IN 46282(317) [email protected]://www.lewis-kappes.comLegal Services
LWG CPAs & AdvisorsJennifer HudsonOne Independence Center1776 N. Meridian St., Ste 500Indianapolis, IN 46202(317) [email protected]://www.lwgcpa.comLWG provides comprehensive budgeting, capital planning, debt management and post compliance services to Indiana schools.
MMacAllister Power SystemsRyan Campbell 8800 Brookville Road Indianapolis, IN 46239(317) [email protected]://www.macallisterpowersystems.comSchool buses, generator sets, mobile power generation and landscaping equipment.
Maverick Energy Consulting, Inc.John Righeimer4228 Chaparral DriveNaperville, IL 60564(815) [email protected]://www.mavertickec.comEnergy procurement and price risk man-agement specialists.
Milliken CarpetJoe Salerno13945 Brisbane DriveFishers, IN 46038(317) [email protected]://www.milliken.comMilliken offers cushioned back carpet tiles that have anti-microbial technology, better acoustics and adhesive free installation.
MJ Insurance, Inc.Frank T. Crossland9225 Priority Way West DriveSuite 100Indianapolis, IN 46240(317) [email protected]://www.mjinsurance.comEmployee Benefit Advisory Services
NNational Insurance ServicesLandon Mowry11350 N Meridian Street, Suite 120Carmel, IN 46032(317) [email protected]://www.nisbenefits.comLife and disability insurance and HRA, VEBA, 401(a), 403(b) solutions.
NFP Property & Casualty ServicesTim McCormick302 E. Market StreetCrawfordsville, IN 47933(765) [email protected]
OOdle McGuire Shook CorporationMatt Mayol429 N. Pennsylvania St., Suite 202Indianapolis, IN 46204(317) [email protected]://www.omscorp.netArchitecture, Master Planning, Interior Design, Landscape Architecture
O. W. Krohn & Associates LLPJarrod Hall231 East Main StreetWestfield, IN 46074(317) [email protected]
PPatcraft Commercial FlooringScott Martin551 S Sawmill RdFranklin, IN 46131(317) [email protected]://www.patcraft.comFloorcovering
Performance Services, Inc.Tim Thoman4670 Haven Point Blvd., Suite #200Indianapolis, IN 46280(317) [email protected]://www.performanceservices.comDesign-Build, guaranteed savings con-tracts, geothermal, and wind power.
Piper Jaffray & Co.David Wimmer459 East 96th Street, Suite 500Indianapolis, IN 46249(317) [email protected]://www.piperjaffray.comNot every firm can help underwrite and distribute bonds that lead to successful transactions. Piper Jaffray can. We use our experience, resources and trading capabili-ties to bring full-service support to our K-12 education clients.
PNC Bank, N.A.Ellen Shirley101 W Washington Street, Suite 400EIndianapolis, IN 46204(317) [email protected] financial products and services to schools, to include treasury management, leasing and investment management.
Primary Engineering, Inc.Mike Lubbehusen, PE2828 Lake AvenueFort Wayne, IN 46805(260) [email protected] engineering services for HVAC, lighting, power and communication systems. Infrared thermal imaging and wireless network modeling.
ProCourse Fiduciary Advisors, LLCDouglas Prince1180 Medical Court, Suite ACarmel, IN 46032(317) 708-4151dprince@kprocourseeady.comwww.procourseadv.comIndependent firm providing retirement and fiduciary investment advice (401(k), 403(b), 457, etc.) to school corporations throughout Indiana
Public Trust AdvisorsGreg Wright717 17th Street, Suite 1850 Denver, CO 80202(303) 244-0461 [email protected] Public Trust Advisors manages TrustINdiana.
22 - IASBO InterCom December 2017
IASBO Business Associate MembersRRCR Technology CorporationMichael Buffington251 N. Illinois Street, Suite 1150North TowerIndianapolis, IN 46204(317) [email protected] provide services such as data ware-housing, business intelligence solutions, application development, systems & data integration as well as data conversion.
RE Sutton & Associates, A Division of Brown & BrownRichard E. Sutton11555 N. Meridian St., Suite 220Carmel, IN 46032(317) [email protected]://www.resutton.comEmployee benefit consultants specializing in Indiana public school corporations.
Regional Data Services, Inc.Andy Kapitan1260 Arrowhead CourtCrown Point, IN 46307-8222(219) [email protected]://www.regionaldata.comIndiana based software provider special-izing in administative and web based software for over 25 years.
Regions BankJenny LurkinsOne Indiana Square, Suite 903Indianapolis, IN 46204(317) [email protected]://www.regions.comRegions is a full service financial institu-tion offering solutions designed specifically for governments.
Reitano Design GroupScott Reitano302 N. East StreetIndianapolis, IN [email protected]
Ryan Fire ProtectionEdwin Frieden9740 E. 148th StreetNoblesville, IN 46060(317) [email protected]://www.ryanfp.comFire Sprinkler / Fire Alarm / Fire Extin-guisher Installation, Inspection, Testing and Maintenance.
SSchamber Group, Inc., TheElaine M. Schamber, PhD, CFP, AIFA3526 Osborne Lane, Suite 8PO Box 4698LaFayette, IN 47903-4698(765) [email protected] services and investment oversight for School Corporation Retirement Plan Sponsors and their Investment Committees
Schmidt Associates, Inc.Ben Bain415 Massachusetts AvenueIndianapolis, IN 46204(317) [email protected]://www.schmidt-arch.comSchmidt Associates serves as your advocate for all aspects of facility design-encompassing planning, design, & implementation.
Security Benefit CorporationFrank J. Vargo12099 Lupine LaneGranger, IN 46530(800) 888-2461 [email protected]://www.securitybenefit.com/indianaSecurity Benefit helps educators to and through retirement by providing 403(b), 457, 401a and VEBA programs.
Skillman Corporation, TheBart York3834 S Emerson AvenueIndianapolis, IN 46203(317) [email protected]://www.skillman.comProject Administration & Construction Management
Software Systems, Inc.Rich Miller432 S Emerson Ave, Ste 200Greenwood, IN 46143(317) [email protected]://www.softwaresystemsinc.comProviding Indiana Schools with Financial, Payroll/Human Resources, Employee Portal, Extra-Curricular Software Applications.
Stair Associates, Inc.Reggie Laconi9641 Commerce Dr.Carmel, IN 46032(317) [email protected]://www.stairnet.bizArchitectural and Engineering design for schools, with a focus on energy efficient systems including geothermal.
Statewide Credit Association, Inc.Don Hodson6957 Hillsdale CourtIndianapolis, IN 46250(317) [email protected]://www.statewidecredit.netLocal agency that specializes in increasing book rental funds for school corporations at a low cost.
StifelMike Schumaker30 S. Meridian St., Suite 600Indianapolis, IN 46204(317) [email protected]://www.stifel.comIndiana’s largest independently owned investment banking firm specializing in financial consulting and bond underwriting.
TTaft Stettinius & Hollister LLPJames D. Shanahan (Jimmy)111 East Wacker Drive, Suite 2800Chicago, IL 60601(317) [email protected]://www.taftlaw.comLegal Services - Bond Counsel and Oper-ating or Construction Referendum Counsel
Tandus CentivaJen Maynard2527 Shannon LaneKokomo, IN 46901(765) [email protected]://www.tandus-centiva.comCarpet and luxury vinyl tile manufacturer, project/design consultation.
TCU (Teachers Credit Union)Tracy L. McCartyOne North Capitol Ave., Suite 101Indianapolis, IN 46204(317) 917-2011 ext. [email protected]://www.tcunet.comSavings, Checking, Loans, Investment Services, Mortgage Services, Insurance and Financial Empowerment.
TRANEBrian Pickering5355 N. Post Rd.Indianapolis, IN 46216(317) [email protected] and sustaining safe, comfortable, and efficient environments.
TrustINdianaCindy Burres Barger200 W. Washington St., Ste 242Indianapolis, IN 46204-2792(317) [email protected]://www.trustindiana.in.govLocal government investment pool
Tyler TechnologiesDiane Effinger1 Tyler DriveYarmouth, ME(800) [email protected] Tyler Technologies provides integrated K-12 software solutions to empowerdistricts to optimize student achievement.
Tyson Onsite LLCBryan Ferry2301 South Holt RoadIndianapolis, IN [email protected]
UU.S. Bank Global Corporate Trust ServicesLois Moore10 W. Market St., Suite 1150Indianapolis, IN 46204(317) [email protected]://www.usbank.comUS Bank is a leader in provider of bond trustee and paying agent services for school corporations.
UmbaughBelvia Gray8365 Keystone Crossing, Ste 300Indianapolis, IN 46240(317) [email protected]://www.umbaugh.comFinancial advisor to local governments.
VVALIC Amy Cummings 630 W Carmel Dr., Suite 140 Carmel, IN 46032 (317) [email protected]://www.valic.comNumber one provider of retirement programs for K-12 in the U.S.
Van Ausdall & Farrar, Inc.Andrew Kimbrough6430 East 75th StreetIndianapolis, IN 46250(317) [email protected]://www.vanausdall.comLeading business technology/services pro-vider offering Copiers, MPS, IT Services, Software/Workflow solutions and on-site managed services.
Van Gorp GroupAnthony J. Van Gorp10971 Four Seasons Place, Ste. 134Crown Point, IN 46307(630) [email protected]://www.vangorpgroup.com3M Security Window Film Distributor
ZZions First National BankRobert Cafarelli111 West Washington, Suite 1860Chicago, IL [email protected]://www.zionsbank.com/business/trust-service-bf.jspTrustee, Paying Agent, Bond Register & Investment Services
