MAY InterCom 2011

IASBO InterCom May 2011 - 1

Office of Executive DirectorOne N. Capitol, Suite 1215

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

E-mail: [email protected]

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

MissionStatement

Run for the RosesOn a warm, sunny Sunday afternoon, memo-

ries from my childhood still come floating back to mind. It’s amazing how a certain smell, or the few notes of a particular song, or the shad-ows of a sunlit afternoon can instantly transport me back 40 years to a dirt lane at the top of the knoll behind our house on Yankee Ridge Road near Philo, IL. Even though the water tower in downtown Philo was the gravitational Center of the Universe, it turns out that my backyard was the magnetic center for an extended family of horse-lovers.

At the top of that small hill was the starting gate for a quarter-mile racetrack for horseracing, built by my neighbors, Dave and Gerry Smith. The Smiths raised American Quarter Horses, and nearly every Sunday afternoon in the summertime, they would host a rac-ing event at that dirt track between the cornfields. Pickup trucks and horse trailers would pull in from all corners of the State of Illinois and beyond, with owners and their families eager to test their horses at the starting gate and short track. It was a family event for horse people, a network of friendly, caring, fun-loving farmers and breeders who enjoyed each other’s company as much as the competition of horse hooves throwing up show-ers of dirt as they pounded down the quarter-mile.

And I was on the sidelines along that track, as often as my parents would allow, climbing up on the starting gate, hanging around the tack rooms and horse trailers, soaking up the sights and smells of leather and black loam and sweat-soaked saddle blankets. I was just an excited 10-year-old, probably in the way and asking far too many questions, but my neighbors and their friends were always kind and patient, and smiled as they shared stories and groomed their horses.

President’s Message

continued on page 2

Articles of Interest . . .President’s Message .................................. 1-3From Denny’s Desk ................................... 4-52011 IASBO Calendar .................................5Annual Meeting Picture Information ..........52011 IASBO Award Recipients ....................62011 IASBO Awards/New Members ............7

Update from Legal Educator ..................... 7-10New Members to Board of Directors ............10School Budgeting/Finance Seminar .........11-13IASBO Summer Institute ......................... 14-15Business Associates ............................... 16-20Annual Meeting Sponsors ..........................20

Loren EvansIASBO President

2 - IASBO InterCom May 2011

IASBO OFFICERS ANDBOARD OF DIRECTORS 2010-2011

President Loren Evans, MSD Mt. Vernon

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

Vice President Lynn Kwilasz, RSBO, Highland

Treasurer Steve Sonntag, Clark-Pleasant

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

Past President Kim Fox,Tippecanoe

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

Administrative Assistant Carrie Blackwell

Director of Professional Development Mark Miller, RSBA

Executive Director Dennis Costerison, RSBO

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

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

www.indiana-asbo.org

VisitIndiana ASBO

atwww.indiana-asbo.org

That camaraderie always impressed me, and still does today. These folks were competitive, sure, but they enjoyed spending time with each other, and the horse racing seemed to be more of an excuse to get togeth-er, rather than an opportunity to dominate and win.

With the early May running of the Ken-tucky Derby, all eyes turned to Churchill Downs in Louisville for the next potential Triple-Crown winner. Here, in the midst of mint juleps and ladies’ hats that could pass for a Thanksgiving cornucopia, the air holds a somewhat more tenuous note. The smell of money drifts past the viewing stands, and the wagers in the backrooms and online betting parlors underlie the festivity out and around the famed mile-and-a-quarter. With a purse of $1.425 million to the winner, the competition is fierce and sustained, all apparent gentility to the contrary.

And across the Ohio River here in Indiana, several other horse races seem to be shaping up during this racing season, and it’s not always clear where the smart money is being wagered.

Lo and behold, over the past couple of years, we now find that an “unintended consequence” of the state’s assumption of all school General Fund expenses is state-wide open enrollment. With the money following the child, and the child now able to roam, Indiana schools have begun to look nervously over their shoulders to see who’s coming up hard on the outside to woo their students and parents off to greener pastures. When the neighboring school corporation sends slick direct-mail marketing bro-chures to our parents, it’s like the slap of a riding crop on the haunches of our Board members, parents, and administrators. And the race is on!

Interestingly enough, the mobility of students between school corpo-rations due to zero-dollar transfer tuition may not be the real danger for school corporations who are competing hard for funding dollars. After all, it’s not just that the money follows the child, but also that the size of that child’s check is changing. Once the state began providing all Gen-eral Fund tuition support, our state leaders assumed complete control of the funding spigot. When income and sales taxes lagged, the faucet for schools got twisted back by $300 million, even without legislative in-tervention. Granted, the money was not there, but back in the old days, property tax shortfalls were appealable, and now there’s no safety net.

And then there’s the funding formula for 2012 and 2013. In Denny’s concise summary from his email to members after the new state budget was approved on April 29, “Even with the addition of $90 million of new tuition support dollars because of the revised state revenue forecast, 165 school corporations will receive less dollars in 2012 than they did in 2011. 46 corporations in 2012 will lose 4% or more of their funding. These are primarily small enrollment corporations. The new philosophy of money following the child and the equalization of formula dollars per pupil plus the lack of state dollars has been the cause for these reduc-tions.”

President’s Message . . . continued from page 1

continued on page 3


If you are filling out a scorecard to pick your favorites for the next few racing seasons, you may want to keep an eye on these school districts that seem to have had their feedbags taken completely out of their stalls:

Message from Legislature to small schools – “Drop dead!”That’s right, it’s a horse race, and to the victor goes the saddle of roses and the cheer of the crowds.For the students in these small and/or declining school districts, and to the other 158 schools losing money in

2012, the competition will be fierce. On the bright side, we will see school boards and communities working diligently to save the programs and activities they have built up over the years for their students, and all focus will be on students in those communities. Caring adults will make sure that the pounding hooves stay as far away from the classroom as possible.

But from my vantage point, it looks a bit like a recent photo from the Evansville Courier of the Ohio River floodwaters threatening the Ellis Park horse racing facility near Evansville. Sure, there’s racing to be done, but the outside threat could be even more devastating.

So what should we do? I hear some colleagues discussing retirement plans, and that may be just the ticket for many of us. But in the meantime, I choose to look forward to what will be built rather than what will be leveled. Educators (and I hope most school business officials) are optimists, because we focus on our own “hope for the future”, our students and children. The changes that our schools are facing are stun-ning in scope, and the racing will be fast and furious. Yet a favorite song from the early 80’s keeps running through my mind, and I hope you’ll join me in humming a few bars as you watch your own seniors graduate this month and head off to the race of their lives:

And it’s run for the roses, as fast as you canYour fate is delivered, your moment’s at handIt’s the chance of a lifetime, in a lifetime of chanceAnd it’s high time you joined in the danceIt’s high time you joined in the dance.

-Dan Fogelberg, “Run for the Roses”

God bless! Loren Evans2010-2011 IASBO President

President’s Message . . . continued from page 2

Corp Corp ADM 2-year Net State 4900 Dewey Prairie Cons School Corp 184 -44.6% 6610 New Harmony 157 -34.3% 4770 Cass Twp Schools 183 -23.4% 6340 Cannelton City Schools 236 -12.6% 3640 Medora Community School Corp 271 -11.6% 6795 Union School Corp 398 -13.0% 7610 Hamilton Community Schools 463 -13.3%


from Denny’s DeskDennis Costerison, IASBO Executive Director

A lot has happened since the April InterCom. The General Assembly concluded with his-toric education related bills being passed. Floods and tornados have dominated the weather scene. The 65th Annual IASBO Annual Meeting was held in Fort Wayne. We won’t have a triple crown winner this year. Osama bin Laden was eliminated by those brave Navy Seals. The fi eld for the 100th anniversary running of the “500” has been set. And, Governor Daniels will not run for President. A busy and historic time for sure.

When we look back in a few years on the 2011 session of the General Assembly, we all will have different perspectives. For me, it will be remembered as a time of major educational policy change and the House Democrats walking out for a record number of days. This was my 31st year as a lobbyist for public education, and it was defi nitely the most in-tense session I have been involved in. Since the election results last November, it was known that certain issues would be brought up and passed by the Republican controlled General Assembly.

With Governor Daniels and State Superintendent Bennett moving forward with signifi cant educational reform bills and Republican conservatives in each house emphasizing social issues, the General Assembly took on a look much different than past long sessions. The passage of the next biennial budget has always

been the most important issue in a long session. This year, the state budget took a back seat. Further, this session dealt with redistrict-ing and union issues that did bring on the walkout.

When the smoked cleared at midnight on April 29, the major education bills had all passed - Senate Enrolled Act 1, teacher evaluation and licensing; Senate Enrolled Act 575, teacher collec-tive bargaining; House Enrolled Act 1002, charter schools; and, House Enrolled Act 1003, school scholarships (vouchers). Since April 29, the concepts in these bills have been analyzed, dis-cussed and cussed. There are still many unanswered questions. IASBO, IAPSS, and ISBA will be working with the Department of Education, IEERB, experienced attorneys and local school offi -cials to determine the interpreta-tion of the specifi c bill language. With the passage of these bills, we are all rookies trying to deter-mine the impact of each provi-sion. This is a time for patience and understanding as each bill is dissected.

House Enrolled Act 1001, the state budget bill, also contained major philosophical revisions regarding the funding of our public schools. The Republican philosophy of money following the child and the equalization of formula dollars per pupil were major changes in the funding mechanism. Gone are the fol-lowing factors in the formula: the deghoster factor, restoration grant,

small school grant and guarantee for Primetime. With the April 15 state revenue forecast, some new monies (approximately $90 mil-lion) were added over the bienni-um for the funding formula. Still, over half of the school corpora-tions will receive less state aid in 2012 than they are receiving in 2011. And, 46 districts will re-ceive a cut of 4% or more in 2012. Defi nitely very challenging times ahead. It continues to be pointed out that the base for the formula has been reduced by $327 million over the past two years, with these dollars never being restored. The “reset” that Dr. Bennett has talked about these past several months has taken place.

Also in HEA 1001, was the addition of $23.4 million each year for the full-day kindergarten grant. There was much confu-sion on this issue because this will fully fund the grant, but not the entire FDK program. The Non-English Speaking Program appropriation was reduced by $2 million each year with no expla-nation. A new appropriation (Ex-cellence in Performance Awards for Teachers) was added to pro-vide grant monies for teacher performance pay related to SEA 1. There was language included in HEA 1001 to try to assist with the circuit breaker losses. This deals with debt refi nancing for less than 30 corporations that must be approved by the public before it can move forward. The DOE language dealing with turnaround

continued on page 6


academies is also included in the budget bill. The distribution for textbook reimbursement was re-vised to a per pupil amount. And, the bill contains the Mitch Daniels Early Graduation Scholarship (penned by the Senate, not the Governor) for students who can graduate after the eleventh grade.

I haven’t even mentioned several other enacted bills that took considerable time to deal with including school corpora-tion health insurance, referendum advocacy, prevailing wage in-creases, a levy cap on the School Bus Replacement Fund, adjust-ments to adoption dates for CPF and SBRF, Transportation Fund maximum levy requirements, and law suits by school corporations. And, the time dealing with bills

and concepts that did not pass such as the creation of a new state control board for distressed units of government, the school starting date, and pay for performance for administrators was considerable.

Yes, a most hectic and intrigu-ing legislative session. Time will tell whether the fi ve-week walkout by the House Democrats will have any lasting impressions on future elections and General Assembly sessions. The legisla-tive scene is set for some time with the recent redistricting bills passing and the current important numbers - 60-40 in the House and 37-13 in the Senate. Republicans are fi rmly in control of the State House.

Changing gears, the IASBO Annual Meeting in Fort Wayne was a great success. We had a record number of paid partici-pants (462) and a record number of exhibit booths (214). The IASBO Professional Develop-

ment Committee and Research Committees developed an excel-lent program covering all aspects of school business management. The efforts of Carrie and Mark are greatly appreciated for all of their work before and during the Annual Meeting. A big thank you to all of our presenters, exhibi-tors and sponsors. And, thanks to all of our volunteers who helped stuff bags, assist with the registra-tion process and take meal tick-ets. Next year we will be back in French Lick for the 66th Annual Meeting.

Indiana ASBO is now gearing up to assist the membership with all of the changes and challenges created by the General Assembly. As always, IASBO will be there for the membership as we move to a new direction for public educa-tion. Networking and educational programming will be more impor-tant than ever, and NOW MORE THAN EVER Indiana ASBO will be there for our membership.

from Denny’s Deskcontinued from page 4

2011 IASBO CALENDARMay 30 Memorial Day

June 10 IASBO Leadership Conference Hilton Garden Inn, Indianapolis

June 17 Joint School Finance Seminar Wyndham West Hotel, Indianapolis

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

ANNUAL MEETING PICTURESIndiana ASBO would like to thank Vickie Chamberlain of City Securities Corporation for taking the pictures at the Annual Meeting. The pictures can be found at the following site: http://www.citysecurities.com/CS/IASBO_2011_album_menu.aspx

6 - IASBO InterCom May 2011 17

Treasurer of the Year AwardPresented by : Loren Evans, IASBO PresidentDenise Seger, IASBO Awards Committee Chair(Sponsored by National Insurance Services)Marsha Bohannon, Westfi eld-Washington

School Business Offi cialof the Year AwardPresented by : Loren Evans, IASBO PresidentDenise Seger, IASBO Awards Committee Chair(Sponsored by American Fidelity Assurance Co.)Kim Fox, Tippecanoe

President’s AwardPresented by : Loren Evans, IASBO President(Sponsored by Performance Services)Keith Spurgeon

2011 IASBO Award Recipients

School Support Professional of the YearPresented by : Loren Evans, IASBO PresidentDenise Seger, IASBO Awards Committee Chair(Sponsored by The Law Offi ce of Stewart & Irwin, P.C.)Gary Jenkins, Tippecanoe

John F. Young Lamplighter AwardPresented by : Dennis Costerison, IASBO Executive Director(Sponsored by IASBO)Tim Jackson

IASBO congratulates the overall recipients of our Awards Program:


Federal District Court DecisionsSchool administrators were not deliberately indifferent to known incidents of harassment and therefore the student’s claims of violations of the Americans with Disabilities Act and the Rehabilitation Act failed.

Finding that school offi cials took some action after every reported incident of harassment and that the stu-dent failed to show that the school’s responses were clearly unreasonable, the district court concluded that the school did not violate either the Americans with Disabilities Act or the Rehabilitation Act. P.R. v. Met-ropolitan School District of Washington Township, 2010 WL 4457417 (S.D.Ind. 2010).

After revealing over the Internet that she was HIV+, P.R. endured teasing and name calling at school. The fi rst reported incident occurred when the student was in the sixth grade and involved com-munications between students via instant messaging. P.R. believed that her best friend told other students about her condition and retaliated by telling friends that her best friend’s mother had a mental illness. P.R. reported these Internet communications to the middle school guidance counselor who in turn advised the assistant principal. The assistant principal convened a

Update from Legal Educator By Lisa F. Tanselle, Esq.

meeting that included the students and their parents wherein the parties talked about the importance of maintaining confi dentiality and the seriousness of breaching the confi dence of a friend.

A second incident occurred when P.R. was in the seventh grade and involved a student telling another student to not kiss P.R. because of her HIV+ status. When school offi cials learned of the comment, they met with the student to discuss the inappropriate-ness of his comment. The third incident occurred when P.R. was in the eighth grade and playing on the middle school’s soccer team. A student reported to the coach that P.R. had AIDS. The coach asked P.R. whether that was true. The principal reprimanded the coach and discussed with how the situation could have been better handled.

P.R.’s mother fi led suit against the school district, alleging that school offi cials failed to adequately re-spond to the instances of disability discrimination and

18

2011 IASBO Awards

2011 Speciality Sponsorships

American Fidelity Assurance CompanyAnnual Meeting Bags • Annual Meeting Program Book

Moisture ManagementAnnual Meeting Clinic Session Books

VALICAnnual Meeting Lapel Pins

Security Benefi tAnnual Meeting Pre-Conference Workshop Books

City Securities CorporationPhotographer

CSO ArchitectsAnnual Meeting Treasurer Roundtable Books

CIM Technology SolutionsAnnual Meeting AV Projectors

Region 1 Diane Schweitzer, HammondRegion 2 Steve Stichter, WarsawRegion 3 Steve Parker, Fort WayneRegion 4 Gary Jenkins, TippecanoeRegion 5 Chris Painter, Kokomo

School Support Professional of the Year

Region 6 Nell Girton, Randolph SouthernRegion 7 Sharon Olson, Monroe CountyRegion 8 Barney Summers, Central IN Educational Service CenterRegion 9 Terri Roesler, North KnoxRegion 10 Sandy Lewis, Greater Clark

Treasurer of the Year

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

School Business Offi cial of the Year

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

continued on page 8

Region 2JENNIFER LUCHTSuperintendentArgos Com. SchoolsRegion 3LORI GERKESchool Nutrition DirectorGarrett-Keyser-Butler CSDSUSAN RHINESMITHFood Service DirectorPrairie Heights CSCRegion 5YVETTE LAWSONPayroll Manager/Benefi ts CoordinatorElwood CSCTOM ROACHESupervisor/Buildings & GroundsKokomo-Center Twp. CSCRegion 9THOMAS NONTESuperintendentVincennes CSC

Welcome IASBO New Members


therefore violated the Americans with Disabilities Act and Section 504 of the Rehabilitation Act. The school district filed a motion for summary judgment.

Relying on Davis ex rel. LaShonda D. v. Monroe County Board of Education, the court opined that for the parent to succeed, she had to show that: (1) the student was an individual with a disability; (2) the student was harassed on the basis of the disability; (3) the harassment was sufficiently severe of pervasive that it altered the condition of the student’s educa-tion and created an abusive educational environment; (4) school officials knew of the harassment; and (5) school officials were deliberately indifferent to the harassment.

In assessing whether the student was an individual with a disability, the court noted that while there was no evidence as to the major life activity impaired by P.R.’s HIV infection, in light of the voluminous case law deeming HIV infection a physical impair-ment that substantially limits the major life activity of reproduction, the court assumed for purposes of this case that the student was an individual with a disabil-ity. The court also concluded that the student has been harassed on the basis of her disability since all three reported incidents involved her HIV+ status.

Next the court considered whether the harassment was sufficiently severe or pervasive that it altered her educational environment. The court acknowledged that the three incidents had been spread over a period of three years, which made the harassment somewhat less severe or pervasive. However, the court was compelled to draw all reasonable inferences in the student’s favor since it was ruling on a motion for summary judgment, and therefore concluded it could not say, as a matter of law, that the harassment was neither severe nor pervasive.

The court had no trouble finding that school offi-cials had knowledge of the harassment, so proceeded to determine whether they were deliberately indiffer-ent to the incidents of harassment. The school em-phasized the actions it took after each incident. The student’s parent claimed that their complaints were not taken seriously and that the school’s responses were completely reactive and ineffective and void of any proactive nature. Noting that “deliberate indif-ference is a very rigorous standard” and that “school officials enjoy a great deal of flexibility when making

Update from Legal Educator continued . . .

disciplinary decisions and responding to allegations of harassment”, the court concluded that the student had not shown that the school’s responses “were clearly unreasonable in light of the known circumstances.” Therefore, the judge granted the school’s motion for summary judgment.

Court denies grandparent’s request for reimbursement of the costs of the unilateral placement of a student with disabilities in a parochial school.

Citing the lack of evidence that the student re-ceived special education services in a private school that were not provided at the public school, the court denied the grandparent’s request for reimbursement of the cost of the student’s placement at the parochial school. Indianapolis Public Schools v. M.B. 2011 WL 304775 (S.D. Ind.2011).

M.B. was identified as having an emotional dis-ability while in the third grade. Believing that the Indianapolis Public Schools (IPS) had not provided the student with a free appropriate public education during his fourth and fifth grade years, the student’s grandparents enrolled the student in a parochial school. The principal of the parochial school offered to provide the student with supportive services from a resource teacher, but apparently those services were not necessary because the student’s grades improved at the parochial school.

The grandparent filed for an administrative hear-ing, seeking reimbursement from IPS for the student’s tuition at the parochial school. The independent hearing officer determined that IPS had not provided appropriate services for the student and concluded the grandparent was entitled to tuition reimbursement. The Board of Special Education Appeals affirmed. IPS appealed.

The federal district court noted that it owed consid-erable deference to the administrative officer’s find-ings and that an administrative order could only be set aside if it was erroneous. In this case, the court opined that the hearing officer failed to properly apply the two-prong test of when a parent is entitled to reim-bursement for a unilateral placement and therefore

continued on page 9


concluded the decision was erroneous. According to the court, parents how unilaterally change their child’s placement are entitled to reimbursement only if a federal court determines that both the public place-ment was not appropriate under the Individuals with Disabilities Education Act (IDEA) and the private school placement was appropriate. While the hearing officer determined that the student’s placement at IPS was not appropriate, there was insufficient evidence to support a finding that the student’s placement at the parochial school was appropriate. To be appropriate, the parent must identify special education services that were lacking at the public school were being pro-vided to some degree at the private school. Here the student was receiving no special education services and was only offered tutorial services. While there was evidence of academic progress, that evidence by itself did not establish that the private placement was appropriate under the IDEA. Therefore, the district court concluded the grandparent was not entitled to tuition reimbursement.

Interim relief ordered by an administrative hearing of-ficer did not confer prevailing party status to the parent for purposed of attorney fees.

Parents of a disabled student obtained an interim order in their favor, but they were not the prevail-ing party in a due process proceeding and therefore were not entitled to an award of attorney fees. M.O. v. Duneland School Corporation, 2011 WL 556252 (N.D. Ind. 2011).

Parents filed for due process hearing, alleging that the school corporation should have known that their student was a student with a disability. An indepen-dent hearing officer issued an interim order conclud-ing that the school knew or should have known the student had a disability and ordered the school to provide homebound instruction. After completing an expedited evaluation of the student, wherein school officials identified the student as having an emotional disability, the parties developed an individualized education plan (IEP) for the student. The school requested that the independent hearing officer make a decision as to the appropriateness of the IEP.

The hearing officer found that the IEP was not appropriate and ordered the school corporation to offer the student two choices: continue the home-


bound placement or continue homebound while tak-ing courses online through Indiana University High School. The parents chose the second option.

In the meantime, the school appealed the hearing officer’s decision to the Board of Special Education Appeals and the Board reversed the decision of the hearing officer. The parents appealed to federal dis-trict court, but eventually their appeal was rendered moot as a result of the student graduating from high school.

The parents filed a complaint seeking attorney fees and costs, claiming that they were the prevailing part in the administrative proceedings. The court initially noted that the only relief the parents received was an interim order and that ultimately they were not a prevailing party since the hearing officer’s decision was reversed by the Board of Special Education Ap-peals. The parents asserted, however, that they were a prevailing party since their actions resulted in the stu-dent being evaluated and identified as a student with a disability, and thereafter receiving special education services. The court rejected the parents’ argument, re-lying on a Seventh Circuit decision wherein the court concluded that “to be a prevailing party, it is insuf-ficient to show that but for the request for a hearing and the hearing itself, the school district would not have provided the child with special educational ser-vices.” In this case, because the only relief the parents received was an interim order, the court concluded such relief was not enough to make them a prevailing party. Therefore, the school corporation was not liable for the costs and attorney fees incurred by the parent.

Indiana Court of Appeals DecisionsMotorist’s suit against school district remanded to the trial court after appellate court determined there were genuine issues of material fact as to whether the bus driver was negligent and whether the motorist was contributorily negligent.

Because the appellate court could not say as a mat-ter of law that the school bus driver was not negligent in his operation of a school bus on icy roads and that the driver of another vehicle was contributorily negligent, the court reversed the trial court’s decision

continued on page 10


to grant summary judgment in favor of the school dis-trict and bus driver. Simpson v. OP Property Manage-ment, LLC, 939 N.E.2d 1098 (Ind.App. 2010).

Due to winter weather and icy road conditions, Simpson, in attempting to exit her apartment com-plex, slid down a hill and hit a car that was turned the wrong way in her lane. A school bus driver, picking up students, attempted to avoid Simpson’s vehicle, but ultimately slid into her car. She sent a notice of tort claim to the school district, alleging that it was negligent in failing to properly hire school bus drivers and train them in procedures for preventing accidents. Thereafter, she filed suit against the school district and the bus driver, claiming that the driver negligently operated the school bus and that the school district was independently and vicariously liable for his negli-gence. The school district filed a motion for summary judgment, which was granted by the trial court. The motorist appealed.

The appellate court considered the school district’s four arguments in support of its motion for summary judgment. First, the school district asserted that the motorist presented a different claim in her complaint than in her tort notice. In the tort claim notice she as-serted that the school district was negligent in failing to properly hire and train school bus drivers, but then in her complaint she asserted that the bus driver was negligent in his operation of the school bus and that the school district was liable for his negligence. The court acknowledged that the notice and complaint could have been more clearly drafted, but concluded that her claim that the school district negligently hired and trained bus drivers by implication indicated that she was claiming the driver’s conduct was wrong-ful. Noting that notice requirements are to be strictly construed against limiting a claimant’s right to sue, the court concluded her notice was adequate.

The school district then argued that it was entitled to immunity under the Tort Claims Act pursuant to the provision that disallows liability for a loss that is the result of a temporary condition of a public thorough-fare that results from weather. The court questioned whether this provision could ever be applied in a scenario where the government employee or entity being sued was not responsible for the maintenance of the thoroughfare. Additionally, in light of an Indiana Supreme Court case wherein the Court clarified that


a weather condition is temporary if the governmental entity has not had a reasonable opportunity to remedy the conditions caused by the weather, the court con-cluded the school district was not entitled to immu-nity.

Thirdly, the school district claimed that the evi-dence did not raise a genuine issue of material fact that the bus driver was negligent. The appellate court concluded, however, there was enough evidence as to whether the driver could have taken steps to avoid the accident, including taking an alternate route, and therefore there were genuine issues of material fact as to whether the bus driver was negligent.

Finally, the school district asserted that Simpson was contributorily negligent or incurred the risk and therefore was not entitled to recovery, especially in light of the fact that she did what the bus driver did – proceeded down a slippery hill and slid into a vehicle. The court could not assess the reasonableness of some of the driver’s actions and thus concluded it could not say as a matter of law that Simpson was contributorily negligent or incurred the risk.

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

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

NEW MEMBERS OF THE IASBO BOARD OF DIRECTORS

The following individuals have been elected or appointed as new members of the IASBO Board of Directors: Effective July 1, 2011

IASBO Treasurer - Janet Gruwell, ConcordRegion 2 Director - Kevin Scott, WarsawRegion 4 Director - Scott Bowling, Crawfordsville

Effective March, 2011Exhibitor Representative - Mike Galliher, Boyce Forms/Komputrol


Friday, June 17, 2011Sponsored Jointly by IAPSS, IASBO & ISBA

Wyndham West Hotel 2544 Executive Drive

Indianapolis, IN

The School Budgeting/Finance Seminar will provide timely information for superintendents, business officials and school board members. The focus of the seminar will be --

� Review of school funding issues � Federal Health Law � School Referenda � Circuit Breaker � and more

REGISTRATION

CRU’S AND CAP

Educators will receive up to five Professional Growth Points for license renewal for attending this seminar. School board members will receive 10 CAP points for attendance. Attorneys will receive up to five CLE points for attending.

HOTEL RESERVATIONS

ISBA secured a conference rate of $109.00 single/double for reservations made before May 17, 2011. Contact the Indianapolis Wyndham West Hotel at 317-248-2481. State you are with the Indiana School Boards Association.

SEMINAR MATERIALS

During registration, attendees will receive a bound manual containing seminar materials as provided by the presenters.

For more information, Leanne R. Waters, Coordinator of Conferences, at 317-639-0330 ext. 112 or [email protected].

Registration may be completed online at www.isba-ind.org. The fee is $190.00 per person. Lunch is included. To receive a refund, cancellations must be emailed to Linda Strauss, [email protected] by 4:30 p.m., Friday, June 10, 2011. Cancellations will be confirmed by a return reply. After June 10, there is no refund of registration fees; however, substitutions and name changes may be made.


SCHOOL BUDGETING/FINANCE SEMINARSponsored jointly by IAPSS, IASBO AND ISBA

Wyndham West Hotel 2544 Executive Drive

Indianapolis, IN

Friday, June 17, 2011

AGENDA8:30 am Registration

8:50 Introductions/Welcome Dr. John Ellis, IAPSS Executive Director

9:00 Indiana Economy and Public School Funding for the BienniumPresenter: Dr. Larry DeBoer, Professor of Agricultural

Economics, Purdue University

10:15 Break

10:30 A Review of/and Dialogue on SEA 575 Public School Collective Bargaining: Aftermath of the Legislative SessionPresenter: Susan Traynor Chastain, Esq., Bose, McKinney and Evans

12:00 Lunch

1:00 pm Clinic SessionsSchool Corporations Health Insurance-HEA 1260 and Related Issues Presenter: Doug Cassman, President, Educational Services Company

1:45 Charter Schools and Vouchers: Shared Perspectives of Public as Contrasted with Private Schools on Funding, Parental Choice and Curriculum Presenter Panel: Karega Rausch, Director of Indianapolis’ Office of Educational Innovation John Elcessor, Executive Director, Indiana Non-Public Education Association

2:30 Break

2:45 Legal Crackerbarrel on Indiana’s Education Reform in SEA 1 Teacher Evaluation and Other Legal Updates

Presenter Panel: Dave Emmert, General Counsel, ISBA Lisa Tanselle, Staff Attorney, ISBA Julie Slavens, Staff Attorney, ISBA

3:30 Adjournment


Registration Form

ISBA � IAPSS � IASBO SCHOOL BUDGETING/FINANCE SEMINAR

Indianapolis Wyndham West Hotel Friday, June 17, 2011

Corporation ______________________________________________________________

Telephone ________________________ Email _______________________________

NAME TITLE

Cancellation requests must be submitted by email to Linda Strauss, [email protected] by 4:30 p.m., Friday, June 10, 2011 to avoid being charged. Cancellations will be confirmed by a return reply. After the deadline, no refund of registration fees is granted; however, substitutions and name changes may be made. The school corporation is responsible for payment of all persons registered.

_____ Payment enclosed - $190.00 per person - check payable to ISBA

_____ Bill the corporation. ___________ Purchase Order Number

Please return completed registration form to: ISBA One N. Capitol, Suite 1215

Indianapolis, IN 46204-2225 or fax to 317/639-3591

Register online at: www.isba-ind.org


IASBO SUMMER INSTITUTEIndiana ASBO will be sponsoring four certification courses on June 20 and 21 at Primo West in Plainfield. The agenda for the two days is as follows: Monday, June 20 8:00 a.m. Continental Breakfast

9:00 a.m. SCHOOL LAW & ADMINISTRATIVE RULES: BASIC (ADM 111)The class will be an overview of the legal foundation of public education including the constitutional and statutory authority, and applicable case law. Topics will include: General School Powers Act, Home Rule, Open Door, Public Purchasing, Public Works and Public Records.Instructor: David Emmert, Esq., General Counsel, Indiana School Boards Association Required: Chief Business Officer, Assistant Chief Business Officer, Business Office Specialist, Facility Directors, Human Resources Directors

Noon Lunch 1:00 p.m. COLLECTIVE BARGAINING STRATEGY & LAW (HR 114)

The class will review Indiana law associated with collective bargaining, the role of IEERB, and its rules and proce-dures, power bargaining, collaborative bargaining, mediation, factfinding, strike plans, bargaining strategy, griev-ance procedures and current issues. Participants will learn which employees are covered by rights under the law and the appropriate employment and dismissal procedures. The course will demonstrate how to appropriately structure employee handbooks, job descriptions and letters of employment. Fair Labor Standards and unemployment rules and regulations will be studied.Instructor: Susan Traynor Chastain, Esq., Bose McKinney & Evans Required: Chief Business Officer, Human Resources Director. Elective: Assistant Chief Business Officer, Business Office Specialist, Facility Director

Tuesday, June 21 8:00 a.m. Continental Breakfast 8:30 a.m. Registration 9:00 a.m. PUBLIC WORKS LAW & ADMINISTRATION (ADM113)

The program will emphasize the basics starting with the public works law that apply to schools and includes principles in the planning and design of facilities from conception to bonding, options in methods of construction management, and selection of design and construction professionals.Instructor: John Voigt, Director of Facilities Planning, Buildings & Grounds, Brownsburg CSC Required: Chief Business Officer, Facility Director. Elective: Assistant Chief Business Officer, Business Office Specialist, Human Resources Director

Noon Lunch 1:00 p.m. CONSTRUCTION FINANCE (ADM 114)

The course will start with the legal issues and planning activities to be performed prior to beginning a construction project. The course will cover in detail: funding sources available to a school corporation, 1028 hearing, preliminary determination process, and bidding requirements. Other topics will include Trustee/Paying Agent, record keeping, continuing disclosure and arbitrage, investment of bond proceeds, capitalized interest, energy savings contracts, and refunding concepts.Instructor: Jane Herndon, Esq., Ice Miller Required: Chief Business Officer, Facility Director. Elective: Assistant Chief Business Officer, Business Office Specialist, Human Resources Director

The registration form for the Summer Institute is on the following page. Please review your portfolio to see if you still need to take one or more of these courses. The full agenda and registration form can be found on the IASBO web site.


IASBO Certification Program Registration Form

IASBO Summer Institute Monday, June 20th & Tuesday, June 21st

Primo West Plainfield, IN

Corporation _________________________________________________________________ Phone or email _______________________________________________________________

Certification Classes _____School Law & Administrative Rules: Basic-ADM111, (6/20/11, 9am-12noon) _____Collective Bargaining Strategy & Law-HR114, (6/20/11, 1pm-4pm) _____Public Works Law & Administration-ADM113, (6/21/11, 9am-12noon) _____Construction Finance-ADM114, (6/21/11, 1pm-4pm) Will you be joining us for lunch on: Monday 6/20/11 _____ Yes _____ No Tuesday 6/21/11 _____ Yes _____ No

Name/Title

IASBO Member $70 per class;

$280 for all four classes

Enclosed is a check Please bill the corporation (PO#_______)

Please return this form to: IASBO

One N. Capitol Ave., Suite 1215 Indianapolis, IN 46204-2095

317-639-3586 317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by June 13, 2011.


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

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

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

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

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

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

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

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

AssetWorks Appraisal, Inc.Eric Scapillato4955 Steubenville Pike, Suite 401Pittsburgh, PA 15205(412) 809-0600 Fax (412) [email protected] asset inventory and valuation fi rm specializing in GASB 34 compliance & property insurance reporting.

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

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

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

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

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

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

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

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

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

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

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

Buckeye Cleaning Center - IndianapolisJeremy Cracraft8432 East 33rd StreetIndianapolis, IN 46226(317) 897-0880 Fax (317) [email protected] supplies, hand hygiene, food service supplies

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

Church Church Hittle & AntrimDavid Day938 Conner St.; PO Box 10Noblesville, IN 46061(317) 773-2190 www.cchalaw.com

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

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

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

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

CorVel CorporationSally Ferguson301 Pennsylvania Parkway, Suite 200Indianapolis, IN 46280317-819-6300 Fax [email protected] offers workers compensation & liability TPA services that reduce costs for clients.

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

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

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

Downey InsurancePatrick Downey302 S. Reed Rd.PO Box 1247Kokomo, IN 46903(765) 457-9161 Fax (765) [email protected] and risk management for Indiana public entities including school corporations.

IASBO Business Associate Members


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

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

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

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

Educational Services CompanyBob Harris3535 E 96th Street, Suite 126Indianapolis, IN 46240(317) 818-3535 Fax (317) [email protected] Services Company has been providing Indiana schools with a full scope of educational management servicessince 1989.

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

Energy Education, Inc.David Glessner5950 Sherry Lane, Suite 900Dallas, TX 75250(940) 867-2991 Fax (214) [email protected] Education creates and implements customized, comprehensive, people-driven energy conservation programs.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

GRBS, Inc.Michelle Kershner1200 Front Avenue, NWGrand Rapids, MI 49504(900) 441-4463 Fax (616) 451-2201www.grbsinc.comGRBS is a leader in the industry for the past 95 years.

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

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

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

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

Horace Mann CompaniesJoanne Holman301 E. Carmel Drive, Suite G300-002Carmel, IN 46032(317) 435-3682We specialize in providing 403 (b), Section 125 and auto insurance payroll deductions to school employees.

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

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

Huntington National BankMichael Gilmore45 N. Pennsylvania StreetIndianapolis, IN 46204(317) 237-2504 Fax (317) [email protected], loans, investment, lockbox and treasury management services.

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



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

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

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

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

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

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

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

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

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

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

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

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

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

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

LANAIR Group, LLCCarrie Cate1158 Lincolnway, Suite 3Valparaiso, IN 46385(219) 510-5598 Fax (219) 979-9427 [email protected] effective IT solutions: virtualiza-tion, hosting, IT security, IP telephony, outsourcing, consulting and network assessments.

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

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

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

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

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

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

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

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

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

MSKTD Architects Engineers InteriorsMark Joseph and Jon Rowe1715 Magnavox WayFort Wayne, IN 46804(260) 432-9337 Fax (260) [email protected] in 1978, full-service architec-tural, engineering and interior design fi rm, Fort Wayne and Indianapolis.

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

Odle McGuire Shook CorporationGeof Odle / Matt Mayol429 N. Pennsylvania Street, Suite 403Indianapolis, IN 46204(317) 842-0000 Fax (317) [email protected]/Engineering/Master Plan-ning/Interior Design/Landscape Architec-ture/Technology Design.

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

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

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

Raymond JamesLinda Matkowski550 W. Washington, Suite 1650Chicago, IL 60661(312) 612-7814 Fax (312) [email protected] James is a premier fi nancial ser-vices fi rm specializing in bond underwrit-ing for Indiana school districts.



IASBO Business Associate MembersR.L. Turner CorporationGreg Turner1000 W. Oak St.Zionsville, IN 46077(317) 873-2712 Fax (317) [email protected] Turner specializes in general contract-ing, design-build and contract mainte-nance. Self-perform concrete/carpentry/self demo.

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

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

Regions Bank - Corporate TrustJohn AlexanderOne Indiana Square, Suite 115Indianapolis, IN 46204(317) 221-6275 Fax (317) 221-6010John. [email protected] is a full service bank offering a complete line of Corporate Trust Services.

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

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

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

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

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

School Dude.comBrian CruzP.O. Box 331 New York, NY(877) 868-3833 Fax (866) 266-0417 [email protected] online management tools designed for facilities, business and IT operations in education.

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

Security Benefi tJohn N. FerencePO Box 41296Brecksville, OH 44141(877) 546-0951 Fax (440) 546-4986john.ference@securitybenefi t.comVEBA, retirement plans & programs, mu-tual funds, annuities & service technology.

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

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

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

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

SodexoJim Dayhuff55910 Bittersweet RoadMishawaka, IN 46545(574)968-9613 Fax (574) [email protected] world leader in food and facilities man-agement services.

SodexoMarty McGaughey1-253 South 475 WestWaveland, IN 47989(317) 223-4592 Fax (317) [email protected] world leader in food and facilities man-agement services.

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

Stair Associates, Inc.Reggie Laconi9641 N. Augusta DriveCarmel, IN 46032(317) 228-1900 Fax (317) [email protected] architectural/mechanical elec-trical engineering including geothermal heating/cooling, the educated choice forIndiana schools.

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

Stewart & Irwin, Attorneys at LawJeffrey Halbert215 E. Ohio Street, Suite 1100Indianapolis, IN 46204(317) 639-5454 Fax (317) [email protected] & Irwin is a full service fi rm; approximately 35 attorneys and 12 practice areas.

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

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

Synovia, Inc.Pete Baxter9190 Priority Way West, Suite 115Indianapolis, IN 46240(317) 441-2333 Fax (317) [email protected] technology; planned routing; GPS/automatic vehicle locator technology.

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

Therber & BrockLonnie Therber101 W. Ohio St., Ste 1590Indianapolis, IN 46204(317) 637-9572 Fax (317) [email protected] municipal fi nance advisory services.

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

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

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

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

Turner Construction CompanyScott Schroeder9190 Priority Way West DriveIndianapolis, IN 46240(317) 573-2828 Fax (317) [email protected] management, program man-agement, design-build, general contracting & preconstruction service.


IASBO Business Associate MembersTyson Corporation / New Castle ModularAlicia Berglund2301 S. Holt Rd.Indianapolis, IN 46241(317) 241-8396 Fax (317) [email protected] and modular classrooms, mobile offi ces, ADA ramps, storage containers.

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

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

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

VALICSvend A. Tranberg125 S. Wacker Dr., Suite 1900Chicago, IL 60606(312) 909-8200 Fax (312) [email protected] one provider of retirement pro-grams for K-12 in the U.S.

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

VPS ArchitectureGeorge S. Link528 Main Street, Suite 400Evansville, IN 47708(812) 423-7729 Fax (812) [email protected], service-oriented, high performance design including architecture, educational/facility planning and studies.

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

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

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

Administrator Assistance Exhibit Hall Afternoon BreakAmerican Fidelity Assurance Company Annual Meeting Bags Annual Meetnig Program School Business Offi cial of the Year AwardsArthur J. Gallagher Guest LuncheonBank of New York Mellon Morning Exhibit Hall BreakBarton Coe Vilamaa Door PrizesBose McKinney & Evans Co-sponsor of Thursday BreakfastBoyce Forms/Komputrol Keynote SpeakerChartwell’s Dining Service Co-Sponsor Awards BanquetCIM Technology Solutions Annual Meeting AV ProjectorsCity Securities Co-sponsor Golf Outing Lunch Co-Sponsor Thursday Breakfast PhotographerCSO Architects Treasurer Roundtable BooksHarris Bank, N.A. Friday Early Morning BreakIce Miller Co-sponsor Friday BreakfastING Opening MixerLow Associates Pre-Conference Workshop Afternoon Break Treasurer Roundtable BreakMoake Park Group Co-sponsor of Golf Outing LunchMoisture Management Clinic Session BooksNational Insurance Services Treasurer of the Year AwardsPerformance Services Co-sponsor Friday Breakfast President’s AwardRoss Sinclaire & Associates Clinic Session Afternoon BreakSecurity Benefi t Pre-Conference Workshop BooksThe Law Offi ce of Stewart & Irwin School Support Professional of the YearTrustINdiana Awards Banquet ReceptionVALIC Annual Meeting Lapel Pins Pre-Conference Workshop Lunch

IASBO ANNUAL MEETING SPONSORSIndiana ASBO greatly appreciates the generosity of its various sponsors

for the Annual Meeting.

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MAY InterCom 2011

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