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THE WASBO REPORTE R WASBO Celebrates the 64th Annual Conference Jaimie Vollmer set the tone perfectly for the conference when he emphasized that we cannot do this alone. He provided us with the information about the quality work educators and school business officials perform and entertained us with his self- deprecating humor. We responded with 650 people attending the conference together, attending 91 excellent professional development workshops and 18 roundtables. These sessions, presented by experts in their respective fields, included topics on leadership, facilities, technology, transportation, fringe benefits, purchasing, communications, payroll, accounting, and legislation to name a few. Bruce Christopher asked the hilarious question, “Why Are Women So Strange and Men So Weird?” He then proceeded to educate us on how to work with these eccentric creatures. We were reminded of the importance of our work through the entertainment provided by four outstanding student groups: the Ellensburg High School Jazz Band, West Valley School District Color Guard, Wapato School District Indian Club, and Bickleton School District Buccaneers. We were able to give of ourselves as well. Time after time we saw colleagues sharing information and tips with each other. We contributed boxes of supplies for the Prime Time Camp and Children’s Village. Members raised more than $5000 for scholarships through the silent auction. Our connection with our affiliate members and suppliers showed in the exhibit hall where more than 80 exhibitors met with members to describe their products and services. We had the opportunity to explore the character of ethical leadership and learn to manage with emotional intelligence. The wine tasting mixer and banquet provided the oppor- tunity to network with colleagues in a relaxed setting. Conference Chair Marlyn Keating and her team did an outstanding job planning the conference. Our next annual conference will be at the Tacoma Convention Center, May 7-9. Conference Chair Doug Matson will begin planning for this event in August. Plan to join us in 2008! LEADERS IN SCHOOL BUSINESS In This Issue WASBO Celebrates the 64th Annual Conference. .....................1 President’s Message....................................2 Executive Director’s Report ........................3 Dan Reff Receives the John Jenft Service to K-12 Education Award. ...........................4 Welcome 2007-2008 Committee Co-Chairs..................................................5 Sharon Suver-Jones Honored With The Service to WASBO Award...........................6 Jeff Moore is Awarded the Unsung Hero Award. ..................................6 Mary Sue Linville Recognized with the Cindy Acosta Award. ..................................6 WASBO Workshop Schedule for 2007-2008. .................................................8 Membership Amends the WASBO Bylaws. .......................................................8 Pictorial Highlights – The WASBO Annual Conference Means. ...................9-11 Welcome to New Board Members. ............12 Board Member Spotlight: Aprel Stegman......................................13 Announcing the Presidential Scholarship..............................................13 Congratulations to Certification Recipients. ................................................15 State Auditor’s Report. ..............................16 P Card Program Update. ...........................16 WASBO Committee Reports: • Legislative Affairs. ..............................17 • Purchasing/Warehouse......................18 • Associated Student Body....................18 Find Your Next Job Using the WASBO Job Bank.....................................19 Who to Call/FAX/E-Mail. .........................19 WASBO Committee Meetings Master Schedule................................................. 20 WASHINGTON ASSOCIATION OF SCHOOL BUSINESS OFFICIALS n July 2007 n Volume 47 / Number 1

Transcript of Repo The WASBORteR - c.ymcdn.comc.ymcdn.com/sites/ District Color Guard, Wapato School District...

The WASBO

RepoRteRWASBO Celebrates the 64th Annual ConferenceJaimie Vollmer set the tone perfectly for the conference when he emphasized that we cannot do this alone. He provided us with the information about the quality work educators and

school business officials perform and entertained us with his self-deprecating humor. We responded with 650 people attending the conference together, attending 91 excellent professional development workshops and 18 roundtables. These sessions, presented by experts in their respective fields, included topics on leadership, facilities, technology, transportation, fringe

benefits, purchasing, communications, payroll, accounting, and legislation to name a few.

Bruce Christopher asked the hilarious question, “Why Are Women So Strange and Men So Weird?” He then proceeded to educate us on how to work with these eccentric creatures.

We were reminded of the importance of our work through the entertainment provided by four outstanding student groups: the Ellensburg High School Jazz Band, West Valley School District Color Guard, Wapato School District Indian Club, and Bickleton School District Buccaneers.

We were able to give of ourselves as well. Time after time we saw colleagues sharing information and tips with each other. We contributed boxes of supplies for the Prime Time Camp and Children’s Village. Members raised more than $5000 for scholarships through the silent auction.

Our connection with our affiliate members and suppliers showed in the exhibit hall where more than 80 exhibitors met with members to describe their products and services.

We had the opportunity to explore the character of ethical leadership and learn to manage with emotional intelligence.

The wine tasting mixer and banquet provided the oppor-tunity to network with colleagues in a relaxed setting.

Conference Chair Marlyn Keating and her team did an outstanding job planning the conference. Our next annual conference will be at the Tacoma Convention Center, May 7-9. Conference Chair Doug Matson will begin planning for this event in August.

Plan to join us in 2008!LEADErS In SCHOOL BuSInESS

In This IssueWASBO Celebrates the 64th Annual Conference......................1President’s Message.....................................2Executive Director’s report.........................3Dan reff receives the John Jenft Service to K-12 Education Award............................4Welcome 2007-2008 Committee Co-Chairs...................................................5Sharon Suver-Jones Honored With The Service to WASBO Award............................6Jeff Moore is Awarded the unsung Hero Award...................................6Mary Sue Linville recognized with the Cindy Acosta Award...................................6WASBO Workshop Schedule for 2007-2008..................................................8Membership Amends the WASBO Bylaws........................................................8Pictorial Highlights – The WASBO Annual Conference Means....................9-11Welcome to new Board Members.............12Board Member Spotlight: Aprel Stegman.......................................13Announcing the Presidential Scholarship...............................................13Congratulations to Certification recipients.................................................15State Auditor’s report...............................16P Card Program update............................16WASBO Committee reports:

• Legislative Affairs...............................17• Purchasing/Warehouse.......................18• Associated Student Body.....................18

Find Your next Job using the WASBO Job Bank......................................19Who to Call/FAX/E-Mail..........................19WASBO Committee Meetings Master Schedule.................................................. 20

WASHInGTOn ASSOCIATIOn OF SCHOOL BuSInESS OFFICIALS n July 2007 n Volume 47 / number 1

2 The WASBO reporter July 2007

WAShingTOn ASSOciATiOn Of SchOOl BuSineSS OfficiAlS202 Central Street nE, Suite 140 Olympia, WA 98506 Phone: 360/528-2025 Fax: 360/528-2028 Website: www.wasbo.org E-mail: [email protected]

BOArd Of direcTOrS:PresidentMarlyn KeatingPhone: 425/456-4009 [email protected]

President-electdoug Matson, cPAPhone: 509/924-2150 [email protected]

Secretary-Treasurerruth russell, cPAPhone: 253/566-5600 [email protected]

immediate Past-PresidentMike currie, cSBAPhone: 360/779-3037 [email protected]

Members-at-largeron ellisPhone: 425/831-8000 [email protected]

dan hornfeltPhone: 509/332-2396 [email protected]

Aprel Stegman, cSBSPhone: 253/298-3035 [email protected]

Brad ShreevePhone: 509/882-8510 [email protected]

donna greggPhone: 360/750-7500 [email protected]

executive directorKris Van [email protected]

editorKris Van gorkom

MiSSiOn STATeMenT:WASBO leads, partners with, and trains school business professionals to deliver effective business services in support of quality education.

The information in the reporter does not necessarily reflect the opinions of the Board, editor or membership but is offered as a source of information only.

WASBO ediTOriAl POlicy:The WASBO reporter is published quarterly for members of the Washington Association of School Business Officials. Submission of information and professional articles is encouraged and welcome. Advertising rates are supplied upon request. Ad and copy deadline is the 15th of the month preceding publication. For information contact Kris Van Gorkom, 202 Central Street nE, Suite 140, Olympia, WA 98506. Phone: (360)528-2025; fax: (360)528-2028; e-mail: [email protected].

©2007 Washington Association of School Business Officials

Affiliated with the Association of School Business Officials International

President’s Message

“Greetings! As your new president, this is the time for me to speak about my vision for WASBO’s next year. I promise I will keep my comments short because I’m sure you want to get to the dis-tribution of prizes!

Before I address the future, however, I’d like to make note again of this year’s conference theme—Weighing Anchor for Change. The Conference Committee selected this theme to reflect both Mike Currie’s passion for sailing, kayaking, and other nautical pursuits as well as to reflect all the changes ahead of us—school financing studies, the legislature’s agenda, school lawsuits, OSPI procedural changes and reporting requirements, performance audit-ing, the simple majority for levies, technology purchases, etc., etc., and etc. We are lifting, or weighing, our anchor and sailing into these new and somewhat murky waters.

This has been a very rich year for WASBO. Part of what made it rich was our adoption of a strategic plan. Standing on the shoulders of Mike’s administration, we will now begin the process of implementing our plan. While keeping what we already do well, we intend to provide more profes-sional development opportunities for current and aspiring school business administrators. I am also particularly interested in making our offerings more accessible and efficient by presenting video conferences and webi-nars on hot topics. I’ve participated in a few of ASBO’s video conferences and in a very focused hour and at a very reasonable price, I received train-ing by an expert on an emerging issue. Kris is currently making arrange-ments for our initial foray into this arena, and you will hear more in the not-too-distant future.

Another of our goals is to increase peer-to-peer interactions among WASBO members—for networking and support. We already have the technology to establish a statewide job-alike e-mail distribution list and will move ahead with that based on what we learn from your surveys.

Another reason WASBO had a rich year was because of our increased presence in Olympia. Mitch Denning did an effective job in making us visible and in getting results. Most particularly, he and the other members of the Legislative Committee were able to have WASBO be recognized as one of the lead agencies to work with the Washington Institute of Public Policy in reviewing the Basic Ed definition and developing a new one. The WASBO Board feels that it’s important for us to continue this momentum of having us be involved as technical experts. We’ve been discussing add-ing staff to handle much of the logistics work for our courses so that Kris can be freed up to work on legislative issues. I strongly support moving in this direction and utilizing the incredible resource that Kris is. You may not be aware that she was a legislative staffer in a previous life and is very skilled. Kris’ involvement will allow us to broaden our attention to regula-tory agency rule changes which can be as impactful, or even more impact-ful, than legislation.

I learned at the Governmental Accounting & Auditing Conference last week that Governor Gregoire will be including OSPI in GMAP. GMAP, or Government Management Accountability and Performance, is a manage-ment tool that promotes the sharing of current performance data—not years-old reports or isolated anecdotes—to promote accountability and

My Vision for WASBO, 2007-08“Respect, Integrity, Accountability, and Service”With this issue of The Reporter following so closely on the heels of the Annual Conference, I want to take this opportunity to present again my vision for WASBO for 2007-08 that I shared with you at the end of the Conference.

continued on page 8

by Marlyn Keating

July 2007 The WASBO reporter 3

Executive Director’s report

continued on page 15

by Kris Van Gorkom

This question is often asked by our board of directors as they consider issues. We found that while we each have an idea of what is good for the Association; it has been quite a while since everyone’s opinion was sought. Furthermore, many of the goals in the strategic plan are based on what our members identify as needed.

In response, we asked everyone attending the annual conference in May to complete a survey and also contacted those who could not attend ask-ing them to complete one as well. 348 surveys were tabulated.

The responses were educational and will be used by the WASBO board, the Certification Governance Board, Committee Chairs and staff through-out the upcoming year.

Here is a summary of the results. You may read all the survey results on the WASBO web site (www.wasbo.org).

QUALITY.AND.LOCATION.OF.CERTIFICATION.COURSESrespondents are satisfied with the quality of the face to face payroll and accounting courses but wish more courses were offered at more locations. The on-line classes in payroll and ASB received very positive responses.

Why do people take certification courses? By far, most people take classes for their own professional or personal growth. There are only a few in-stances when employers require certification.

Members would like additional education but cannot take time away from work.

RELEVANCE.OF.THE.WASBO.CERTIFICATION.PROGRAMSixty-six percent of respondents say it is important to them to earn certi-fication. Eighty-three percent say they are satisfied with the certification program. Lack of time deters people from seeking certification.

Fifty percent of respondents would be interested in enrolling in either a baccalaureate or master’s degree program in school business management.

QUALITY.OF.WASBO.PUBLICATIONSOne third of respondents read The Reporter cover to cover, and another 43% read portions of each issue. Eighty-six percent indicate that The Reporter meets their expectations for a newsletter. Surprisingly, 78% say they would read The Reporter as frequently or more frequently if it was available electronically, and they received an e-mail alerting them to its publication. People like information on hot topics. They would like to see more information about committees.

QUALITY.OF.WORKSHOP.CONTENT.AND.PRESENTATIONMembers are satisfied with the quality and quantity of workshops and are generally supportive with the locations. Management and leadership were the new topics most requested.

What Do Our Members Think About That?

Seventy-four percent say they would attend a workshop of-fered on-line, 74% would attend a workshop offered at their desktop through their computer, 63% would attend a workshop offered through video conferencing, and 92% would like to attend mini-workshop of three hours or less on hot topics.

COMMITTEE.PARTICIPATIONThirty-three percent of respon-dents participate in a WASBO committee. They do this because of the networking and knowledge offered. Lack of time and meeting location are the biggest deterrents.

Members would like to see com-mittees for Operations, Business Management, and Facilities Management created.

QUALITY.OF.LEGISLATIVE.REPRESENTATIONEighty-eight percent of respon-dents are satisfied with WASBO’s legislative activities. Similar posi-tive responses were received for our activities with state agencies. Members are generally satisfied with the frequency and amount of information they receive on legislative issues.

ANNUAL.CONFERENCEMembers attend the annual confer-ence for professional development and to network with colleagues. The location of the conference is somewhat important to the decision whether or not to attend.

4 The WASBO reporter July 2007

President.Mike.Currie’s.Presentation“Dan, we at WASBO are proud to award you the John Jenft Service to

K-12 Education Award. This is the highest award WASBO offers.For those who may not know Dan, I would like to share some back-

ground. Dan started working for Granger School District in 1950 as a music instructor. In 1953 he moved to Burlington-Edison School District where he taught instrumental music for four years and then began to take on responsibilities as administrative assistant while still teaching music. Beginning in 1964 he devoted full time to administration. He variously had full responsibility for budgeting, purchasing, and accounting. In ad-dition, he was in charge of federal projects, student body accounting, all bidding, and any other legal or financial problems facing the district. He assumed responsibility for transportation, building operations, cafeteria operations, and all non-certificated personnel. And, throughout this time, he was getting his Masters in Education from Western Washington State College in Bellingham!

Dan was hired by Bellevue School District as Business Manager in 1968 and he retired as Deputy Superintendent in 1978. In retirement, Dan be-gan his second career as a consultant to school districts and a lobbyist on behalf of K-12 education. Dan provided informal and formal mentoring to many of the business managers in the state and guided many districts out of financial trouble. He was considered the “Master of Statewide Salary Schedule Transitions,” helping many districts to get onto the statewide sal-ary schedule and to calculate/design salary compliance language.

For those who have worked with Dan, he are some “reff-isms” that may be familiar to you:

“The only numbers in the state budget that are real are the page num-bers!” — Dan’s way of pointing out that the budget was simply a plan, open to change.

“Don’t count the beans; count the bean bags!” — Dan’s way to telling you to focus on the big things.

“Are you done raking rocks?” — Dan’s way of asking if you were fin-ished over-analyzing things.

“When in doubt, tell the truth.” — Dan’s way of saying it was okay to tackle the tough issues and call it the way it really was.

Dan was responsible for literally millions and millions of dollars of levy revenue being realized by many Washington State districts. He was a key lobbyist behind the scenes in getting the current 4% bump on levy lid capacity, and he was instrumental in getting the levy “inflator” installed which ultimately drove a tremendous increase in levy revenue for dis-tricts. To this day, it is still referred to by most as the “reff Factor.”

I would like to share two stories about Dan reff. The first, about Dan’s legislative/lobbying prowess, comes from Bob Boesché, retired Business Manager from northshore School District. “When a legislative change advocated for by the Washington State Treasurer’s Association appeared to restrict the use of Capital Projects interest earnings, Dan decided that

Dan reff receives the John Jenft Service to K-12 Education AwardDuring a moving tribute, WASBO awarded Dan reff, educational finance consultant and former Deputy Superintendent of the Bellevue School District, with the John Jenft Service to K-12 Education Award during the annual conference May 3rd.

Due to ill health, Dan was unable to attend the ceremony, but did participate via the telephone.

we needed to go to Olympia to the hearing to protest and ex-plain how it would hurt schools. After getting support of the King County Treasurer’s Office, we were off to Olympia. upon arrival to a packed house, we sat down wait-ing for the hearing to begin. But first, concluding testimony from a matter from the morning had to be completed. We kept noticing people lining up with all sorts of animals in tow—on their shoul-ders, on their arms, in cages, etc. It was the “Save Our Zoos” coali-tion! And, after what seemed like hours of never-ending discussions (and odd sounds and what felt like an elementary school “show and tell”), Dan finally got up and told me it was driving him nuts. I told him I would keep our place in line. In a short while he returned and said, “Let’s go!” I couldn’t believe it…after all this waiting and with so much at stake. As we walked into the lobby, he walked over to a woman and introduced me to “rose.” Dan had gone out, networked around the room, found out by looking at the sign-in roster that the State Treasurer’s Association lobbyist, rose, was the only other person testifying on our issue. He found out who she was, agreed to drop our testify-ing if she agreed not to change two words in the text that would still allow us to use the interest earnings. A handshake later, we were gone and headed home. The conversation on the way home? Driving pea trucks in Skagit County during the summers and playing trombone in a jazz band. I can still remember that day as

continued on page 5

July 2007 The WASBO reporter 5

if it were yesterday—the savvy, wisdom, and experience of a real veteran. It was a true “Dan reff” moment.”

The next story is from Mike Hoge of Perkins Coie who was one of the lawyers handling the lawsuit by 26 school districts that resulted in the second Doran Decision: “In 1982, Dan, by then recognized as the leading school finance wizard in the State, was asked if he would help the many school districts in a lawsuit seeking to overcome recent BEA formula reductions and to have special education, bilingual education, remedial education and transportation recognized as parts of constitutionally-protected “basic education.”

Despite his full recognition that the litigation would impair for years the school community’s effectiveness in the legislature—where he was a master of the process—Dan said, “We don’t have a choice,” and dived in. For many months, Dan worked closely with the school district lawyers, gather-ing information from the plaintiff districts, other districts, and the State; preparing the schools’ case; and probing the State’s numbers and stated positions.

While the six-week trial was held, Dan was present during the days and worked with the lawyers

at night to get ready for upcoming testimony. Dan was the schools’ chief finance witness. His testimony was so effective, and so readily under-stood, that Judge Doran had no problem finding that the schools had been unconstitutionally underfunded in each of the listed areas, and that the legislature must fully fund its BEA and other formulas in the future.

A particularly sweet moment during the trial came when the State’s chief finance witness, with whom Dan had communicated extensively during trial preparation and who had viewed Dan’s testimony, conceded that Dan’s analysis was accurate. To those present, that development—un-der conditions that normally do not produce such candor—was the ultimate testimony to Dan’s universal respect in the school finance com-munity.”

Dan, you have truly made a difference to K-12 education in Washington State, and WASBO is thrilled to recognize the contribution you have made!”

Dan’s.Acceptance.SpeechI am overwhelmed. I was called about a month ago but I didn’t really ap-preciate the true impact until today.

This award has special meaning to me because of my close association with John Jenft over the past 40 years. John and I served on the State Accounting Manual Committee during the late 1960;s and through the 1970’s. This was the period of major basic changes in state accounting and reporting.

When I worked on the Doran 2 suit against the state, John was involved in providing data and strategy. Although the judge ruled mainly in favor of the districts and some improvements were made, the state continued to under fund its obligations.

Since the 1980’s John and I worked together on many legislation problems as well as specific applications in districts. Seldom did a month go by without some conversation with John. As noted earlier, these associations make this award special.

I wish to thank the WASBO Board for selecting me for this honor and to the staff and others who developed the presentation. I will cherish this day and this award forever.

continued from page 4

Welcome 2007-2008 Committee Co-ChairsOur committee co-chairs for 2007-2008 are:

Althea.Clark.and.Jane.Murray Accounting and BudgetingKelly.Hawkins.and.Marty.Fortin ASBDonna.Parsons Food ServiceShaun.Taylor.and.Marcia.Wentzel Leadership DevelopmentTracy.Steffenson.and.Linda.Sebring Legislative AffairsCathy.Porter.and.Lori.Becker Payroll/Personnel/retirementJennifer.Farmer.and.Maija.Lampinen Purchasing/WarehouseJoanne.Marifjeren records ManagementEric.Dickson.and.Colin.MacRae risk ManagementMarilyn.Anne.Kaye.and.Kimberley.Scott Small Schools

Most committees begin monthly meetings in August. You will find a telephone and e-mail directory of all the committee chairs as well as the master meeting schedule in this issue of The Reporter.

We encourage you to become active in your committee of interest and benefit from the education and networking committees provide.

6 The WASBO reporter July 2007

Sharon Suver-Jones, District Accountant for the Issaquah School District, was honored with the Award of Merit for her long standing contribution to associated student body fund programs, at the annual recognition luncheon during the annual conference, May 3rd.

President Mike Currie noted that, “The Board of Directors may present the Award of Merit to any WASBO member who has done an outstanding job assisting WASBO. This year, I am pleased to present the Award of Merit to Sharon Suver-Jones.

I would like to read a portion from the letter nominating Sharon for this award since it describes her contributions so well:

I find that Sharon is highly respected in the field of school account-ing- particularly those issues surrounding student extra curricular funds. In addition to serving as a teacher/facilitator for our highly successful WASBO/AWSP Associated Student Body seminars, she constantly leads workshops in her Issaquah School District for staff, students, and parents. Her contributions to WASBO have been many- contributing member (and former chair) of the ASB Committee, lead in the revision of the ASB Manual, constant monitor of our ASB list-serve, annual pre-senter and presider at the WASBO conference, and valued associate on the ASB seminar planning team. Sharon’s wealth of experiences in directing, advising, and teaching school business practices have given her the expertise to serve as a consultant for schools statewide- her advice is sought often. She is a true role model.

On behalf of WASBO and your fellow members, I’m proud to present you with the Award of Merit.”

Sharon Suver-Jones Honored With The Award of Merit

Jeff Moore is Awarded the unsung Hero AwardThe unsung Hero Award may be presented by the executive director to WASBO

members who selflessly assist the association by doing those invaluable services that do not receive al lot of attention or are not very visible.

In presenting the award, to Jeff Moore, Director of Finance and Budget for the Everett School District, Kris Van Gorkom noted that, “During these past two years, Jeff has donated countless hours in helping us with retirement issues. He initiated efforts that created a new collegial relationship between WASBO and the Department of retirement Systems, he represents WASBO at events, and is a credit to the school business profession. I truly appreciate your commitment to WASBO. Jeff’s plaque reads: Isn’t it a wonderful thing that we’re all different? Each of us has strengths and skills to share. And when we link our individual strengths to-gether, we’re invincible. Thank you Jeff.”

Mary Sue Linville, Director of the Washington Schools risk Management Pool is the 2007 recipient of the Cindy Acosta Award.

The risk Management Committee created the Cindy Acosta Award in 2006 to recognize the contribution of an outstanding risk Manager in WASBO. The award is named in the memory of Cindy Acosta, the beloved risk Manager from the Sumner School District who passed away in 2006. Cindy’s family also donated funds to endow a cash award to the annual recipient.

In presenting the award, President Mike Currie noted that, “Mary Sue was selected by the risk Management committee because of her tireless ef-forts in risk management in schools. She is recognized as a leader in school risk management, representing schools all across the state. For the past nine years Mary Sue has directed the WA. Schools risk Mgt. Pool. Previous to

that she was risk Manager for the Lake Washington School District for seven years. She is a recognized speaker at many WASBO workshops. She is past president of the Public risk Managers Association and winner of the 2005 national Public risk Manager’s Associations International Exchange Program Award and Achievement Award.”

Mary Sue Linville recognized with the Cindy Acosta Award

July 2007 The WASBO reporter 7

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8 The WASBO reporter July 2007

Taking.the.Mystery.Out.of.the.S-275.Reporting.Process August 6, renton, Puget Sound ESD August 7, Spokane, ESD 101Federal.Grants.–.The.Top.10.Compliance.Areas.the.Auditor.Will.Review September 25 – west side, location to be determined October 25 – Yakima, location to be determined October 29 – Spokane, location to be determined november 6 – west side, location to be determinedTopics.in.Associated.Student.Body.Finance August 22 – Bothell, northshore S.D. Administrative Center September 25 – Tacoma, Tacoma S.D. Professional Development Center September 27 – Spokane, ESD 101 October 8 – Wenatchee, Coast Hotel October 10 – Olympia, ESD 113 October 18 – Pasco, ESD 123 October 24 – Vancouver, ESD 112 november 6 – Yakima, Howard Johnson november 13 – Silverdale, Silverdale Beach Hotel november 15 – Mt. Vernon, Cotton Tree Inn December 12 – Spokane, ESD 101 December 13 – Tacoma, Tacoma S.D. Professional Development Center January 9 – renton, Holiday Inn SelectPayroll.Workshops november 2 – renton, Holiday Inn Select november 7 – Moses Lake, Big Bend Community College

Professional Development Workshops and Conferences2007-2008 Preliminary Schedule

Leadership.WorkshopJanuary 24,25 – renton, location to be determined

Legislative.–.The.First.Steps.to.Action

February 4 – Olympia, location to be determined

Small.Schools.-.Skills.for.SchoolBusiness.People.Who.Manage.Multiple.Financial.Programs

March 6 – west side, location to be determinedMarch 7 – east side, location to be determined

Business.Managers.Conference July 21-24, Yakima

Annual.ConferenceMay 7-9 – Tacoma, Tacoma Convention Center

To be scheduled:Purchasing/Warehouserecords Managementrisk ManagementFacilities ManagementYear End Close

Membership Amends the WASBO BylawsTwo amendments to the WASBO Bylaws were approved by the mem-bership at the annual conference.

The first formally recognizes the John Jenft Outstanding Service to K-12 Education Award as the Association’s highest award.

The second changes the election process for the Board of Directors of WASBO from an election for each open position to approval of a slate of candidates.

All bylaw changes require two thirds of the members present to approve the measures.

You may review all the WASBO bylaws at http://www.wasbo.org/ displaycommon.cfm?an=1

to achieve better results. The Governor and her leadership team meet in “GMAP forums” with agency directors to evaluate the results their agencies are delivering. These meetings provide an opportunity for candid conversations about what is working, what is not, and how to improve results. Because I believe that what emerges from these frank face-to-face meetings will be an indicator of future changes in the agency that has such a huge impact on our lives, I think it’s very important that WASBO have representatives at these meetings. The meetings with OSPI, once they start, will occur about every other month and are open to the public.

This is the start of my 21st year with WASBO, and I am pleased that I’m starting it as your new president. When I first began thinking about preparing this message, I happened to be sit-ting in my car at Whole Foods next to a Bellevue police car. On the police car window was a decal that I found inspiring. It said “respect, Integrity, Accountability, and Service.” To me, these are the principles that WASBO and its members embody. Living inside these principles, I look forward to this being a productive, engaging, and impactful year!”

We have a committee chair/board orientation and board meeting at the end of June followed by a board retreat in August. We’ll be focusing on building next year’s budget and putting action steps and a timeline to our new strategic plan—the initial steps to mak-ing the vision real.

President’s Message: continued from page 2

July 2007 The WASBO reporter 9

The WASBO Annual Conference Means...

... humor and learning

... connecting with colleagues

... silent auction

... socializing

... banquet highlights

... student entertainment

... visiting exhibits

10 The WASBO reporter July 2007

The WASBO Annual Conference Means...

How many people do you recognize? Send us the names, and the winner will receive the book

“Ten Habits of Effective School Business Officials.”... understanding emotional intelligence... overflowing sessions

... fellowship

... learning

... workshops

... hands up for certification

... deciding what workshops to attend

... voting for WASBO leaders

... inspiration

July 2007 The WASBO reporter 11

How many people do you recognize? Send us the names, and the winner will receive the book

“Ten Habits of Effective School Business Officials.”

... learning

... workshops

... workshops

... hands up for certification

... installation of officers

... discussing issues

... sharing information

Join us for the 65th Annual Conference, May 7 - 9,

at the Tacoma Convention Center

... setting sail with Captain Mike

12 The WASBO reporter July 2007

Welcome to new WASBO OfficersThree officers were elected at the annual conference. However, Brian Aiken, the new regional representative from the West Central region accepted new employment in eastern Washington after the election and so cannot serve. The Board of Directors conducted a search and on June 28, appointed Aprel Stegman from the Franklin Pierce School District to the board representing the West Central region. See the accompanying article, Board Member Spotlight to learn more about our newest board member.

President-Elect

Doug MatsonDeputy SuperintendentWest Valley School District, Spokane

Experience:1989 – Present Deputy Superintendent (previously Assistant Superintendent, Business Manager) West Valley School District, Spokane, WAresponsible for the business office, personnel office, trans-portation, food service, custodial, and special services func-tions of the school district.

1983 – 1989 Business Manager newport School District, newport, WAresponsible for the payroll, accounting, personnel, and records management functions of the school district.

1980 – 1983 Staff Accountant niemi, Holland & Scott Certified Public Accountants, Walla Walla, WAPrepared corporate, partnership, and individual tax returns. Participated in the audits of private and municipal corpora-tions and the preparing of financial statements.

Education and Professional Development:Present Washington State university Doctorate in Educational Leadership

May 1991 Gonzaga university Masters in Business Administration

August 1987 State of Washington Certified Public Accountant

August 1980 Eastern Washington university Bachelors in Business Administration

Professional Activities:2004 – Present WASBO Board of Directors, Secretary/Treasurer1983 – Present WASBO Member1986 – Present School District Accounting Advisory Committee, State of Washington2004 – Present ASBO International

Community Service:West Valley Kiwanis President Elect

Commitment to WASBO:WASBO has proven to be an invaluable resource to me in my development into the arena of school finance. I will strive to continue the outstanding leadership and growth opportunities that are provided through WASBO. I believe WASBO is an integral part of schools and the students we serve.

Secretary.Treasurer

Ruth A. Russell, CPADirector of Business Services university Place School District

Education:City university, Bellevue, WA Master of Business Administration 1995 Bachelor of Science – Business 1983

Professional Experience:Aug. 2000 to present university Place School District university Place, WA Director of Business Services

Aug. 1991 to July 2000 South Kitsap School District Port Orchard, WA Director of Business Services

May 1989 to July 1991 Central Kitsap School District Silverdale WA Accounting Supervisor

Apr. 1988 to April 1989 Pacific Hardware Tacoma WA Controller/Business Manager

Dec. 1984 to Mar. 1988 north Thurston School District Lacey WA Accounting Supervisor

Professional Activities:WASBO – Washington Association of School Business Officials

Accounting and Budget Committee ChairAccounting and Payroll Instructor since 1991numerous Workshop Presenter

ASBO – Association of School Business Officials

WASA – Washington Association of School Administrators

WFOA – Washington Finance Officers Association

Personal Information:I am married with 2 Irish Setters (no children). I like to read, travel, sew, quilt, knit, garden, ride a motorcycle,and spend time with my family. I have a brother and sister and 4 nephews.

Commitment to WASBO:It is an honor to be asked to run for the WASBO Secretary/Treasurer. I have been a school business administrator and an active member of WASBO for nearly 20 years. During this time I have seen manychanges, including the membership grow substantially and become more diverse. WASBO offers membersan opportunity to network with their peers and to learn more about school business, management, and operations through conferences and training. I support this effort and look forward to contributing in anyway that presents itself.

•••

July 2007 The WASBO reporter 13

Announcing the Presidential ScholarshipAdditional Scholarships are Available for WASBO Members

WASBO’s scholarship op-portunities have expanded. Traditionally, the scholarship funds raised through the silent auction were dedicated to assisting members in at-tending WASBO functions as well as higher education courses. However, with the advent of the new Presidential Scholarship, sponsored by DA Davidson, our members have greater access to financial as-sistance.

Beginning this summer, the funds raised through the silent auction may only be used by members to attend WASBO functions thereby increasing the availability of financial assistance. The Presidential Scholarship will be used to assist members in furthering their higher education. As a result, in 2007-08, more than $5000 is available for mem-bers to attend WASBO work-shops, certification courses, and the annual conference and to receive assistance in paying membership dues. An additional $1000 is available to assist with tuition reim-bursement for higher educa-tion courses.

Applications for the Presidential Scholarship must be received by August 1. Applications for the WASBO Scholarship Program may be submitted throughout the year.

Call the WASBO office for application forms or download them from the website under Member Services.

Board Member Spotlight —Aprel StegmanWhat.is.your.official.title? Fiscal Analyst

How.long.have.you.been.in.the.school.business? 13 years

How.did.you.get.into.this.business? My story is a little comical. I started at Washington State Lottery in Tukwila and decided after a

year I couldn’t stand the commute. I then went to work for Southland Corporation in their accounting office. I worked for them a little over ten years. In that ten years the office relocated three times. The third time it moved three blocks west of the lottery office. Since I made that commute before, I knew I couldn’t continue to work for them. I then decided I was going to work for a school district. School districts didn’t move locations all the time.

What.did.you.do.in.previous.careers? Accounting.

What.do.you.like.best.about.your.job? I love being a part of our children’s future. I love the variety of my job and that every year it changes.

What.advice.do.you.have.for.those.new.to.school.business? Have a little fun. The first few years are over whelming. Someone who I respect told me to network with other districts. Check the WASBO site for committee meetings and find one that will help you grow. These two things have had the greatest positive impact on my professional growth and have made me very successful in the position I fulfill.

What.would.you.be.doing.if.you.weren’t.working.for.a.school.district? I think working for an ESD would be challenging.

How.long.have.you.been.a.member.of.WASBO? 10 years

What.WASBO.committees.have.you.belonged.to.and.why.did.you.join.them? I first joined the ASB committee. Before I came to the district office I was a financial coordinator out in the middle schools. I felt that I needed more guidance in that area. When I attended a WASBO workshop somebody suggested I check out the Accounting and Budgeting Committee. I found that this committee is a great support to my position. I still am a regular attendee of this committee.

How.have.you.benefited.from.WASBO.membership? Yes, I feel that WASBO has made me successful in my position.

What.do.you.like.to.do.for.fun? I love to play with my three year old grandson, Tristyn. He rocks my world. Seeing the world again from young eyes is such a joy. When we are not enjoying Tristyn, my hubby and I like to escape from home and go anywhere there is water.

If.you.could.visit.any.place.in.the.world,.where.would.you.go.and.why? I would love to go on a cruise to the Caribbean. I love to snorkel and yes I believe water and sun are involved.

What’s.an.interesting.or.unusual.fact.that.most.of.your.fel-low.WASBO.colleagues.probably.don’t.know.about.you? I will be the first member in my family to graduate from college.

What’s.your.proudest.accomplishment? Going back to school in my 40s to get my bachelors degree. I will be finished October 1, 2007.

Have.you.read.a.good.book.or.article.lately? no, did I mention that I’m going to full time school in the evenings. I do not consider text-books good reading.

14 The WASBO reporter July 2007

Start Now! Contribute $100/month tax-free to VEBA

▲ Most school employees aren’t prepared

School retiree pensions aren’t enough

Sick leave and vacation cash out contributions to VEBA aren’t enough

YOU and your spouse may spend over $300,000 on post-employment healthcare during retirement.

Aberdeen LaCenter Ridgefield

Adna Lynden San Juan Island

Battle Ground Mead Sedro Woolley

Central Valley Medical Lake Selah

Chehalis Mill A Shelton

Chewelah Moses Lake South Kitsap

Coupeville Mt. Adams Stanwood

East Valley Mukilteo Sumner

ESD 121 (Puget Sound) Naches Valley Thorp

ESD 123 (Pasco) North Kitsap Tonasket

Goldendale North Mason Touchet

Grand Coulee Northport Toutle Lake

Granite Falls Oakesdale Wahluke

Granger Ocosta Wapato

Grapeview Odessa Washougal

Highline Onalaska Washtucna

Hockinson Orting West Valley (Spokane)

Hoquiam Pasco White River

Keller Prosser Willapa Valley

Kelso Reardan-Edwall Yakima

Kettle Falls Richland Zillah

63 Districts Contributing Monthly*

Want to see your group on this list? Schedule a presentation today!

A $100 per month VEBA Plan contribution can help.

* Not all districts contribute $100/month per employee. $100 per month is the recommended minimum contribution. Your group may contribute more.

▲▲

PAID ADVErTISEMEnT

July 2007 The WASBO reporter 15

QUALITY.OF.CUSTOMER.SERVICEninety-six percent of respondents are satisfied with the service they receive from the WASBO office staff. ninety-eight percent are satisfied with the value they receive from WASBO.

Once again, leadership development and management training are iden-tified as services recommended that would attract more people to join.

Members note that their superintendents and supervisors support WASBO.

The frequency that e-mails are sent is about right.

REASONS.FOR.JOINING.WASBOWASBO membership is seen as the natural thing to do as part of the profession, a means to increase professional knowledge, and a means to network.

IS.THE.ASSOCIATION.HEADED.IN.THE.RIGHT.DIRECTION?ninety-eight percent of respondents believe the association is headed in the right direction.

WHO.RESPONDED?20% of respondents may retire in 0-5 years 24% of respondents may retire in 6-10 years 39% of respondents may retire in 11-20 years 16% of respondents may retire in 21-30 years 2% of respondents may retire in 30+ years

37% of respondents have been WASBO members for 0-5 years 33% of respondents have been WASBO members for 6-10 years 25% of respondents have been WASBO members for 11-20 years 5% of respondents have been WASBO members for 21-30 years.

HOW.WILL.THIS.INFORMATION.BE.USED?This information requires thoughtful analysis. However, there are several findings that can be followed up on immediately. Over the next months, I plan to focus on:

Expanding the locations for courses and workshopsOffering more classes, such as accounting, on-line Distributing The Reporter electronicallyOffering workshops and hot topic sessions at people’s desktops through webinarsOffering more opportunities for leadership development and busi-ness management training

The Board will meet in August to finalize our annual work plan, the Certification Governance Board will meet in September to plan im-provements to the certification courses and Committee Chairs met last week to plan their activities for the upcoming year. Analysis of these survey results will play a role in each groups thinking.

Do you have any thoughts about the survey and its meaning? Do you have any suggestions that would help WASBO? If so, I’d appreciate hear-ing them. Please send them to me at [email protected] or give me a call at 360-528-2025.

••••

Executive Director’s Report: continued from page 3 Congratulations

to Certification recipientsFifteen school business officials have earned or renewed certification in the past three months. Congratulations on your achievement and your contribution to your profession.

CSBAGina.Bullis, Othello School District

CSBOSheryl.Stickel, Bethel School District

CSBS,.PayrollSusan.Palicte, Washington School Information Processing CooperativePatricia.Goodall, Tukwila School DistrictVerna.Jacobs, Port Angeles School DistrictWenderly.Porterfield, Port Angeles School DistrictCeleste.Bush, Bridgeport School DistrictWanda.Liner, Bremerton School DistrictKathy.Maslowski, Chehalis School DistrictJoanne.Weier, Yakima School District

CSBS,.AccountingOneida.Campbell, Olympic Educational Service DistrictVerna.Jacobs, Port Angeles School DistrictWenderly.Porterfield, Port Angeles School DistrictJane.Olson, Olympia School DistrictRex.Shaw, Educational Service District 101Rhonda.Quinton, north Franklin School DistrictPatricia.Soderquist, Chehalis School DistrictKathy.Maslowski, Chehalis School District

16 The WASBO reporter July 2007

State Auditor’s report by Brian Sonntag, CGFM, State Auditor

As many of you may know, last July, Joe Dervaes retired from the Washington State Auditor’s Office after 26 years of service. named to replace Joe was Jennifer Forsberg, who is our new Audit Manager of Special Investigations. Jennifer is a graduate of Washington State university and a Certified Fraud Examiner. She has worked for our Office for six years and will be based out of Vancouver.

Besides introducing Jennifer to you, I wanted to take this opportunity to give you a few reminders:

State law (rCW 43.09.185) requires all state agen-cies and local governments to immediately notify

Jennifer Forsberg

the State Auditor’s Office if they know or suspect a loss of public resources.The law also requires state agencies and local government to obtain the

written approval of the State Auditor’s Office and the Attorney General’s Office prior to entering into a settlement or compromise of any claim resulting from malfeasance, misfeasance or nonfeasance.

Entities are not required to report the following to our office:normal and reasonable “over and short” situations from cash-re-ceipting operations. record these transactions in the accounting system as miscellaneous income and expense, respectively, and monitor the activity for any unusual trends.reasonable inventory shortages identified during a physical count. record inventory adjustments in the accounting system.Breaking and entering or vandalism of property.

If you have any questions, com-ments or would like to schedule fraud training, please contact Jennifer at:12009 nE 99th Street, Suite 1460Vancouver, WA 98682360-260-6408 ext [email protected]

P-card Program updateThe response to the WASBO P-card Program by school districts continues to be tremendous. Approximately a dozen districts along with WASBO have signed on and began using their procurement cards. Several more districts have indicated a strong interest and hope-fully will be joining this cost savings program over the coming months.

WASBO.distributed.the.first.annual.rebate.checks.to.several.districts.in.June! Therefore, the sooner you start the P-card program in your district, the sooner you start reducing your purchase order pro-cessing costs, and start receiving your rebate check!

At the June board meeting, WASBO approved a policy to begin assessing districts joining the program as of September 1, 2007 an annual fee in June of each year. This annual fee will.not apply to districts that are currently signed up for the program or who are in the process of signing up prior to September 1.

This policy was implemented to help WASBO re-coup implementation and operational costs associated with the program and aligns WASBO with all other organizations offering a procurement card program. The annual fee schedule (see below) adopted by the board represents the only costs associated with the program and is considered a smaller annual fee for dis-tricts than other state organizations or other procure-ment card sponsors are charging.

The P-card program offers a straightforward and easy application process! To register for the program, simply go to wasbo.org select “Member Services”, and then select “P-card.” You will find instructions and templates to implement the processes for the program. If you would like more information about this pro-gram, please contact me at [email protected] or at 360-280-4401.

. . District.General.Fund. District.General.Fund. Annual.

. .Expenditures.of.More.Than. Expenditures.of.Less.Than. Fee

$0 $3,000,000 $100 $3,000,001 $7,500,000 $250 $7,500,001 $21,000,000 $450 $21,000,001 $30,000,000 $500 $30,000,001 $68,000,000 $1,000 $68,000,001 $90,000,000 $1,500 $90,000,001 $150,000,000 $2,000 $150,000,001 and over $2,500

July 2007 The WASBO reporter 17

Legislative Affairs report by Tracy Steffenson and Mitch Denning

The 60th Legislature completed its work on time, and adjourned on Sunday, April 22. WASBO worked hard this session on a number of bills and issues, and had significant results. WASBO supported a key educa-tion bill, E2SSB 5627, which calls for the Washington Institute of Public Policy to coordinate a.study.of.employee.compensation.and.basic.education.funding..Comprising the committee will be eight legislators from both houses and parties, three indi-viduals appointed by the Governor and a chair, all of whom should have a good background in K-12 fi-nance, as well as representatives from OSPI and OFM. WASBO has submitted three names of key members as recommendations for the gubernatorial appoint-ment. WASBO will be working with WIPP during the interim as the first deadline for the committee calls for a review of employee compensation to be submitted by December 1, 2007.

WASBO also supported SSB 5955 which sets up the Leadership.Academy to improve school district leadership. WASBO is one of the associations who will comprise the Academy, a public-private partnership to develop, pilot and implement the development of personal leadership characteristics and the teaching of effective practices and skills demonstrated by school and district administrators. The goal of the Academy is to provide state-of-the-art programs and services throughout the state.

2SSB 5843, educational.data, will involve WASBO as a support to OSPI who will conduct a feasibility study on expanding the longitudinal stu-dent data system. Two pilot school districts, one over 20,000 FTE and the other under 20,000 FTE, will field test the student data. WASBO had concerns about this bill in terms of the funding and staff to implement any new work. Fortunately, they will be able to pro-vide direct input into the study to reflect their specific points of view.

WASBO has also supported 2SHB 1280, which allows capital.project.funds to be used to pay for technology, especially computer software licenses and related technology items. Another bill, which affects school business officials, is 2SSB 5790 which allows school districts to claim up to 1.6 FTE for high school students attending skill centers. This change prevents high schools from losing apportionment funding when their students also attend the skills center.

In other AEA legislative activity, WAPT was directly involved with the two transportation.funding bills, SHB 1165 and 2SSB 5114. The Legislature passed 2SSB 5114 which calls for OFM, with help from OSPI and JLArC, to contract for the development of two options of funding methodology that reflect actual costs and build incentives for efficient use of resources along with providing school districts with predictable levels of funding. An implementation report is due by December 1, 2008.

The 2007-09 operating budget will provide $25M for school districts who were identified in the JLArC study on pupil transportation as having a shortfall of funding “to-from” expenses in 2004-05.

WAMOA was pleased that the 2007-09 capital bud-

get extended the funding of the School.Deficiency.Repair.Grant from $3M to $4M. In 2005-07 there were 29 districts who received grants to deal with ur-gent health and safety facility needs. With the additio-nal funding, there will be more districts who can take advantage of this grant. WAMOA will work with OSPI School Facilities section in administering the grant.

WSnA worked hard to urge the Legislature to con-tinue the breakfast.funding.for.reduced.price.students. Their efforts paid off as the 2007-09 opera-ting budget continues the full funding of the breakfast program. In addition, the Legislature added $3.267 M to begin the elimination.of.the.reduced.price.co-pay.for.lunch.students, with K-3 reduced price students eating for free in 2007-09.

WSnA also supported 2SSB 5093, student.health.insurance, which includes nutritional health and physical activity goals for school districts to be im-plemented by 2010. They also supported 2SHB 1677, which provides grants to school districts whose cur-riculum is aligned with the State’s Essential Academic Learning requirements, funded through the Outdoor.Education.and.Recreation.Account.

Last, but not least, after many years of effort, the simple.majority.for.school.levies, HJr 4204, passed both houses by a 2/3 vote. The House showed overwhelming support, and the Senate passed it by the necessary margin. On november’s ballot will be a constitutional amendment to allow school districts to maintain their current schedule of levy elections and to allow the voters to approve the levies with a simple majority vote without the 40% validation require-ment. The amendment itself needs to simple majority to be approved by the people.

regarding performance.audits, the ESD re-port is scheduled to be released at the end of June. Individual ESD responses to the report as well as a col-lective response will be included in the report.

The initial performance audit for K-12 school districts is focusing on district travel. Thirteen school districts were chosen for this audit, and it is being con-ducted in conjunction with the financial audit. As of the time of writing, the project has been put on hold for the time being.

The State Auditor’s Office has begun initial plan-ning for the second part of the performance audit for school districts. The ten largest school districts will be studied in terms of how economic and efficient these school districts are in maintaining their costs in the areas of administration and overhead costs. The study will focus on district non-instructional costs with the goal of helping these districts to free up resources that could be used in the instructional areas. The districts will be contacted in July to arrange on-site visits which are scheduled to take place in August and September.

To join the legislative affairs discussion, send an email to [email protected]. If you have ideas or comments on any legislative topics, please feel free to contact Tracy Steffenson at [email protected] or Linda Sebring at [email protected], WASBO’s Legislative Affairs Committee Co-Chairs.

18 The WASBO reporter July 2007

Purchasing/Warehouse report by Jennifer Farmer and Maija Lampinen, co-chairs

Associated Student Body report by Marty Fortin and Kelly Hawkins, co-chairs

If you are interested in at-tending a Purchasing-Warehouse committee meeting or hosting a remote video conferencing site, please check the WASBO website for dates and locations or check in with one of your co-chairs: Jennifer Farmer, Everett Public Schools or Maija Lampinen, Snohomish School District. Can’t attend but want to network? Let us know and we’ll include you on the committee email list for agendas, minutes, and hot topic questions.

Our next meeting is September 18, 2007 in the Snohomish School District; we hope to see you there. Have a happy, safe, and restful summer!

As Emerson once said, “Money is of no value; it cannot spend itself. All depends on the skill of the spender.” The mission of the Purchasing-Warehouse committee is to help support the skilled spenders in public procurement by “promoting and encouraging professional competence among district Purchasing and Warehouse officials…” For 2007-08 our committee will be busy updating the WASBO Purchasing-Warehouse manual, exploring and developing a WASBO professional certification track, considering topics for a potential winter workshop, and plotting some fantastic offerings for the annual conference.

The Purchasing-Warehouse committee meets monthly during the school year at various locations around the Puget Sound area. Video con-ferencing is usually available if you want to join in on the fun remotely. We routinely discuss trends in procurement, new products, upcoming procurement workshops, purchasing laws and legislative impacts, surplus handling, warehouse issues, and any other purchasing conundrum pre-sented by committee members. We are always anxious to have new faces join us – no prior experience or wisdom required!

We are planning some very informative committee meetings or work-shop sessions for next year including: sustainable schools, ethics, furnish-ing schools, negotiating, risk management in a Purchasing environment, etc. We are always open to new ideas for workshops or committee meet-ings, so do let us know if there is something that we could offer that would support the important work that you do.

The bus driver would expect that the “winner” could get the cake home intact.A concerned parent might want to know if there are any allergens in the cake that might harm their child; and how this prize fits with your new nutri-tional policies.And there may be additional requirements that are particu-lar to your school.Fund raising is a complicated

business, one that requires you to be informed, attentive, and persis-tent. Take time each year to attend one of our ASB issues workshops. Attend our monthly ASB commit-tee meetings by logging into the K12 network every fourth Tuesday at 9:30 AM. Discuss the rules and procedures with your staff. Teach what you learn to all students involved in the activity program. Your success will be measured by the fact that no one will be sur-prised to discover that fund raising is not a Cakewalk anymore.

ASB.Fundraising:.Not.a.Cake.Walk.You may remember the cakewalk. Typically participants pay a fee to walk around the room stepping on numbered pieces of paper while music is played in the background (kind of like musical chairs). When the mu-sic stops, a number is drawn out of a hat, if you are lucky enough to be standing on the piece of paper with that number, then you win a cake (or some other prize). Simple and fun!

unfortunately fund raisers for student groups are not that simple anymore. It is important to consider all the regulatory agencies involved in this “simple” fundraiser.

For this Cakewalk consider that…The State Gambling Commission might expect the ASB to have a Gambling License for this activity, or they may consider it harmless but want to know about your other carnival activities.The County Health Department would ask about the kitchen where the cake was prepared, and if the cook had a current Food Handler’s Permit. The School Board policy would expect that this type of fundraiser is approved by their policies. The School District risk Management Pool might wonder about the liabilities of this activity and whether an injury would be covered by school insurance.The State Department of revenue might require a form to justify the exemption for sales tax on this fundraiser.The State Auditor will expect that you account for all the sales rev-enues and event expenses, and that the activity was approved by the student government (and supervised by your advisor) as outlined in your Constitution.

July 2007 The WASBO reporter 19

Find Your next Job using the WASBO Job BankDid you know that WASBO main-tains a job bank that lists the posi-tions available for school business administrators? School districts en-ter the available positions into the site and any school employee can scan the position descriptions and

application instructions. Just click on job opportunities on the left hand side of the WASBO home page (www.wasbo.org) or go there directly by typ-ing http://www.wasbo.org/jobbankdisplaylistings.cfm#jobanchor

The listings change frequently so you may want to check the site regularly. Today’s scan identified 14 employment opportunities.

http://www.wasbo.org/jobbankdisplaylistings.cfm#jobanchor

updated 6/29/07

WHO TO CALL/FAX/E-MAIL 2007 - 2008nOTe: don’t forget to keep us informed of Any chAngeS in your address, title, district, telephone or fax

BOARD POSITION NAME PHONE FAX E-MAILPresident MarlynKeating 425-456-4009 425-456-4129 [email protected] DougMatson 509-924-2150 509-922-5295 [email protected]/Treasurer RuthRussell 253-566-5600 253-566-5607 [email protected] MichaelCurrie 360-779-3037 [email protected],PugetSound RonEllis 425-831-8011 425-831-8040 [email protected],WestCentral AprelStegman 253-298-3035 253-298-3016 [email protected],Southwest DonnaGregg 360-750-7500 360-750-9706 [email protected],CentralCascades BradShreeve 509-882-8510 509-882-2029 [email protected],InlandEmpire DanHornfelt 509-332-3581 509-334-0375 [email protected]

COMMITTEE CHAIRS NAME PHONE FAX E-MAILAccounting&Budgeting AltheaClark 206-901-8004 206-901-8016 [email protected] “ “ JaneMurray 425-917-7778 425-917-7799 [email protected] DougMatson 509-924-2150 509-922-5295 [email protected] KellyHawkins 360-874-7015 360-874-7068 [email protected]“ MartyFortin 360-497-7131 360-497-7132 [email protected]. JohnKnutson 253-464-5500 253-373-7536 [email protected] N/A FoodServices DonnaParsons 360-725-6220 360-664-9397 [email protected] ShaunTaylor 253-571-1307 253-571-1072 [email protected] “ “ MarciaWentzel 360-874-7014 360-874-7024 [email protected] TracySteffenson 425-204-2394 425-204-2383 [email protected]““ LindaSebring 206-252-0242 206-242-0241 [email protected]’sGroup MichaelCurrie 360-779-3037 [email protected]/Personnel/Retirement CathyPorter 253-891-6015 253-891-6098 [email protected] “ “ “ LoriBecker 425-831-8014 425-831-8040 [email protected]/Warehouse JenniferFarmer 425-385-4180 425-385-4172 [email protected] “ “ MaijaLampinen 360-563-7243 360-563-7276 [email protected] JoanneMarifjeren 425-917-7774 425-917-7799 [email protected] EricDickson 509-789-3518 509-323-2785 [email protected] “ “ ColinMacRae 206-394-9730 206-394-9712 [email protected] MarilynAnneKaye 425-888-3169 425-888-3169 [email protected] “ “ KimberlyScott 509-588-2004 509-588-5585 [email protected](liaison) RonLee 360-297-7122 [email protected]’Liaison MerleKirkley 206-762-7688 206-762-4480 [email protected] WayneLeonard 509-464-5500 509-464-5510 [email protected]”“ JohnKnutson 253-373-7224 253-373-7536 [email protected] MitchDenning 360-280-1930cell 360-352-2043 [email protected]* KrisVanGorkom 360-528-2025 360-528-2028 [email protected]““* RuthFoster 360-528-2025 360-528-2028 [email protected]““ AnneBeck-Morris 360-528-2025 360-528-2028 [email protected] KaranWade-James 360-528-2025 [email protected]

Washington Association of School Business Officials ~ 202 central St. ne, Suite 140, Olympia, WA 98506

Toll free 1-800-524-4706

TOll free line: call the WASBO Office on 800-524-4706 (in-statewasbo.org)

Non-ProfitU.S. Postage

PAIDOlympia, WA

Permit No. 594

The WASBO reporterWashington Association of School Business Officials 202 Central Street nE, Suite 140 Olympia, WA 98506

WASBO COMMITTEE MEETINGS — MASTER CALENDARRevised 6/29/07

. Committee. Committee. Board. Mtg.. . . . 2007. . . . . 2008

. Name. Chairs. Liaison. Schedule. JUL. AUG. SEPT. OCT. NOV. DEC. JAN. FEB. MAR. APR. MAY. JUN ABC Clark 4th Wed. 22 26 24 28 23 27 26 23 28 25 Murray

AEA Steffenson 22 5 Sebring

AnnuAL Matson COnFErEnCE

ASB Fortin 4th Tues. 25 23 27 22 26 25 22 27 Hawkins

CGB Knutson

FOOD SVC. Parsons

LEADErSHIP Taylor 4th Fri. 26 23 27 25 29 27 24 28 27 31 26 DEVELOPMEnT Wentzel

LEGISLATIVE Steffenson 1st Fri. 3 7 5 2 7 4 1 7 4 6 AFFAIrS Sebring

PPr Porter 1st Tues. 7 4 2 4 8 5 4 1 3 Becker

PurCHASInG/ Farmer 3rd Tues. 18 16 13 11 15 12 18 15 17 WArEHOuSE Lampinen

rECOrDS MGT Marifjeren 3rd Wed. 18 19 17 16 20 21 18

rISK MGT Dickson 4th Tues. 24 21 25 23 27 25 22 26 25 29 24 Macrae

SMALL Kaye 2nd Wed. 10 14 12 9 13 9 11 SCHOOLS Scott

BOArD OF Keating 1-3 5 7 6 6 tbd DIrECTOrS Matson

Please check the WASBO website, www.wasbo.org, for schedule changes.

WASBO committee chairs will keep the WASBO office informed of schedule changes.