What is happening with Wea Trust Insurance?

WEA Trust Health Insurance is No Longer Offered as of January 1, 2023 . WEA Trust no longer offers health insurance plans for employers as of January 1, 2023.

What is the payer ID for WEA insurance?

Note: Pre-Enrollment is required for Electronic Remittance Advice.

How does trust insurance work?

A life insurance trust is created when an individual transfers the ownership of their term or whole life insurance policy to a trust . The trust owns the insurance policy, and the Trustee manages its benefits.

What is the most the insurance guaranty association will pay for net cash surrender value?

Final answer: Insurance Guaranty Associations typically pay a maximum of $100,000 for net cash surrender values. This is a safety net for policyholders of insolvent insurance companies.

What does payer ID mean for insurance?

The Payer ID or EDI is a unique ID assigned to each insurance company . It allows provider and payer systems to talk to one another to verify eligibility, benefits and submit claims. The payer ID is generally five (5) characters but it may be longer. It may also be alpha, numeric or a combination.

What insurance is payer ID 60054?

Submit your dental claims and encounters electronically. Payer ID numbers are 60054 for Aetna claims and 68246 for Aetna encounters.

What is Triwest payer ID?

If you submit electronically through a clearinghouse, please use the PGBA Payer ID of TWVACCN .

Why did my insurance stop paying for Mounjaro?

For example, your insurance company may cover Mounjaro for Type 2 diabetes, its FDA-approved use. However, since Mounjaro is currently not approved by the FDA for weight loss , your insurance most likely won't cover it for this purpose, even if you're prescribed the medication “off-label.”

When did Assurant health go out of business?

Assurant began to wind down its major medical operations and did not participate in the next Affordable Care Act open enrollment period beginning in November 2015 . Assurant sold its HSA assets and other medical-account assets to SelectAccount in March 2016.

Who bought Trustmark Health Benefits?

Health Care Service Corporation Finalizes Acquisition of Trustmark Health Benefits. CHICAGO — On October 5, Health Care Service Corporation (HCSC) and Trustco Holdings, Inc. (Trustmark) finalized the previously announced purchase by HCSC of a Trustmark subsidiary, Trustmark Health Benefits (Health Benefits).

How to get my insurance company to cover Mounjaro?

Your healthcare professional may need to submit a statement, such as a letter of medical necessity, that shows why you need Mounjaro for your specific condition. Submit the request. Your insurance company may require you to fill out a request form, in addition to providing supporting documentation .

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1 Taking Care of Business WISCONSIN Wisconsin Association of School Business Officials A Bimonthly Publication of the Wi...

Taking Care of Business WISCONSIN

Wisconsin Association of School Business Officials

A Bimonthly Publication of the Wisconsin Association of School Business Officials - Volume 19, Number 2 - April 2015 Inside This Issue President’s Message.......................................... 3 Executive Director’s Report................................ 5 Legislative Update............................................... 7 ASBO Update....................................................... 8 ASBO New Members and Milestones................ 9 Advocacy — Continued......................................11 WASBO President Elect Candidate Résumé....12 WASBO Treasurer Candidate Résumé.............12 WASBO Board Candidate Résumés........... 14-15 Being Bold in a Time of Change.......................18 Moving Forward with Positive Change.............20 Wisconsin YES! Promotes STEM and Business Education.......................................... 21 Guidance on Responding to Automated SmartProcure Request for Records Under Wisconsin’s Public Records Law......................22 Upcoming Professional Development..............25 The Paperless Central Office: Myth or Reality?..........................................................26 Referenda Results............................................. 27 Regulation of the Use of Social Media in Employment Decisions.....................................28 Wisconsin School Districts Should Plan Now for the Clean Power Plan..........................30 Why Sustainability Makes Good Economic Sense................................................32 Pest Management Continuing Ed Offered.......34 Mrdjenovich: Criticism......................................35 Nominations Accepted for WSCCA Award........35 CSRM Program Celebrates 10 Years of Excellence in School Risk Management Education........................................................... 37 Report Offers Teacher Salary Redesign Lessons from 10 First-Mover Districts.............38 Blood Drive during WASBO Spring Conference........................................................39 Qualified Zone Academy Bonds.......................40 Book Review: Talk Less, Say More...................42 WASBO Accounting Conference Highlights......44 Welcome New Members/On the Move............46 Stay Connected................................................. 47

Answer is... Public Education!

By Sue Schnorr, Executive Director of Business Services, Oshkosh Area School District Co-Chair, Spring Conference Committee

“Let the games begin….”

hat’s the theme of this year’s WASBO Spring Conference, not the State legislative session! We are heading to the Madison Marriott West in Middleton this year on May 13-15. You will definitely “Be Smarter than a 5th Grader” once you attend numerous educational breakout sessions as well as renew old acquaintances and meet those new to the game.

Sue Schnorr

Thursday will start with sessions and the opportunity to donate blood in the Red Cross “Survivor WASBO” Blood Drive. The exhibit hall on Thursday will begin at 11:50 am and extend into the early evening, concluding with a networking reception. The silent auction and raffle (“The Price is Right”) will take place on Thursday afternoon in the exhibit hall. Proceeds will benefit WASBO members’ involvement in ASBO International.

With everything going on in public The networking begins on Wednesday education today, it’s more important with a game of golf at Pleasant View Golf than ever to attend this year’s Course in Middleton. If biking is more conference. See you there! v your thing, join those riding the Military Ridge State Trail from Mount Horeb to Dodgeville. Your efforts help raise funds for student scholarships. We are trying a few new and different things this year. Wednesday night after golf, we will have a short reception at the Marriott so you can relax and talk to colleagues about how you did on the course or the trail. Then the rest of the evening is yours to relax, watch “Wheel of Fortune” or hang out in Madison.

WISCONSIN

Answer is... Public Education

See more about the upcoming WASBO Foundation Spring Conference on page 17!

WASBO Vision - To be the most influential Wisconsin organization for state and national school business management and leadership. WASBO Mission – To provide professional development, to foster a network of support and to advocate for funding that ensures outstanding 2015 • Taking Care of Business • WASBO.com 1 educational opportunities for all childrenApril in Wisconsin.

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2 April 2015 • Taking Care of Business • WASBO.com

WASBO 2014-15 Board of Directors John Gahan - President Robert Avery - President Elect Jeanne Stahl - Treasurer Lynn Knight - Past President Directors At-Large Jim Beckmann Jay Clark Cathy Cramer Kathy Davis Jason Demerath Kent Ellickson Ted Hayes Andy Weiland Dale Zabel Executive Director Woody Wiedenhoeft _______________________ Taking Care of Business is issued bimonthly by the Wisconsin Association of School Business Officials. Send address changes to: Taking Care of Business c/o WASBO 4797 Hayes Road, Suite 101 Madison, WI 53704 P 608.249.8588 F 608.249.3163 [emailprotected] WASBO.com WASBO Inc. and the WASBO Foundation do not endorse or stand behind any claims or products advertised in Taking Care of Business. Publication Policy: Taking Care of Business is distributed by the Wisconsin Association of School Business Officials. The ideas and opinions expressed do not necessarily represent the beliefs and policies of WASBO or its members. Neither WASBO nor any of its members or representatives accepts liability for the contents or use of the articles appearing in this newsletter. Materials that appear in Taking Care of Business may not be reproduced in any manner without written permission. Editor: Woody Wiedenhoeft © 2015, Wisconsin Association of School Business Officials (WASBO)

WISCONSIN

Opening Doors Opening Minds

President’s Message

What is Your Leadership POV? By John Gahan, Business Manager, Pewaukee School District President, WASBO Board of Directors

s I prepare to transfer the Presidency of WASBO over to the capable hands of Bob Avery, I have spent some time reflecting. One of the great opportunities that I have been provided is the privilege to attend the ASBO Leadership Forum for two years. Through our daily tasks, we seldom take the time to reflect on what has contributed to our development as leaders. What events or influential people have led to make you the leader you are and inspire the decisions you make. What is your Leadership Point of View? At one of these sessions, Margie Blanchard spoke to the group about developing this point of view for yourself. The Leadership POV can be defined as a statement of your beliefs and values about leading and motivating others. She spoke with passion about the need to look at the characteristics you possess that make you an effective leader. What is it that inspires people to follow your lead, listen to you, have faith in you, and to give you their best on a daily basis. This process begins by identifying those people and events in your life that have formed the person you are. How you approach challenges and opportunities is greatly influenced by what you have experienced in your life. This is simply an exercise we typically categorize as not having time to do in our busy schedules. Over the past two years, I have come to realize that spending this time has significantly helped in growing leadership skills. Vince Lombardi once said, “ Leaders aren’t born, they are made. And they are made just like anything else, through hard work. And that’s the price we’ll have to pay to achieve that goal, or any goal.”

John Gahan The presentation continues to define the characteristics or traits that you would associate with your leadership style. Not only does this give you the opportunity to identify strengths but also the areas of weakness where you can improve. In our positions we rely on those around us and their contributions to ensure the success of our operations in nearly every operation. The mark of a true leader is not how we are able to direct operations as much as it is about the ability to inspire others within our organization to become leaders. There are many resources available online in relation to this topic that I would encourage you to explore. As Margie would say “Take the time to figure yourself out first…” As you receive this message, every district in the state is in the midst of planning for the 2015-16 school year with the uncertainty of the biennial budget process. Your district will look to you to provide leadership in the identification and impact of the decisions that have to be made. These decisions are never easy to make but are necessary. I encourage each member of WASBO to truly live out our mission and advocate for what you believe in. The next generation of leaders are sitting in the classrooms in your district and you have the ability to advocate for those opportunities that will lead to opening the doors to their future. With the Annual Spring Conference right around the corner on May 13-15 in Madison I look forward to seeing all of our members again and learning in greater detail what you have done to improve as leaders in your districts. Have a great spring! v

Remember to vote in the WASBO Board election through April 30! Members: Check your email for a link to your official ballot. April 2015 • Taking Care of Business • WASBO.com

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4 April 2015 • Taking Care of Business • WASBO.com

Executive Director’s Report

Funding Our Future By Woody Wiedenhoeft, Executive Director, WASBO

chool boards are being elected, referendums are being held, budgets are being developed, and summer maintenance is being planned, so it must be spring. We are now planning for the next school year and future years. Therefore, we must be on our regular schedule for spring and summer. However, we have something new this spring. State government must fix our state budget deficit, which has presented itself because of the economy and past actions of the state. Or is this really a new phenomenon? Unfortunately, the state is in a position of deep structural financial deficit again.

Is it time to help find solutions that allow Wisconsin to meet its Constitutional directives in ways other than telling districts to use local referendums? is dependent on local referendums, educating students with fewer resources, or both. Is it time to help find solutions that allow Wisconsin to meet its Constitutional directives in ways other than telling districts to use local referendums?

In 1993, it was decided that revenue limits, state aids and compensation would be the solution when the three parts balanced. Those measures went out of balance very quickly. The School Finance Network and the Oden School Finance committees in 2007 brought forward some ideas about what a new school finance system might look like. The recommendations failed because In this context, it is important to understand the financial trends related they both asked for varying degrees of more money. There was no money to Wisconsin school funding. What to be had because the recession was does this all portend for us in the beginning. future? Is it time to recognize that the system is broken? Today, the system Today, the School Administrators Alliance advocates for all Wisconsin students to graduate from high school Advertisers college- and career-ready. The focus A’viands Food & Services Management........... 24 CESA 10..............................................................13 is to raise the academic bar for all Community Insurance Corporation...................25 students, while also closing gaps for e~Funds for Schools..........................................36 lower-performing groups. EMC/M3/Tricor.................................................. 16 Competition for state funding continues to increase. Given the previous actions of the Legislature and Governor, we will want to keep a close watch on their activities as they work to balance the budget. We need to provide a proactive voice pertaining to the proposals.

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The School Administrators Alliance is seeking to improve our children’s educational opportunities by focusing on evidence rather than ideology. The conversation about the impact of state educational policy on student educational opportunity should be evidence-based. Students, parents, educators, taxpayers, citizens,

business and community leaders need to explore Woody the opportunities Wiedenhoeft available for evidence based pragmatic state policies that can dramatically improve all students’ learning and educational growth. Now the question is, “Are we ready to have that open, transparent evidence based conversation that includes all stake holders, or will the conversation continue to be exclusionary and ideological?” Life is messy. We won’t get a perfect answer for all. But the future of our society is dependent on the answer. Our society’s future has always depended on how adults help our children grow up to be the people we wish them to be.

On a personal note Tina Hafeman has been a servant leader for WASBO members and three Executive Directors over the last 22 years. Her leadership was not just about skills and professionalism. Her leadership came through with her wonderful laugh, her caring approach and her attitude that was always on display. We wish she was in the office. Tina will be helping WASBO from home from time to time on project work. And Tina will visit us at the Spring Conference. Please congratulate Jeanne Deimund. Jeanne has taken on the new role of Associate Executive Director and is already serving us with her excellent leadership. And we are very fortunate to have Deb Saeger, Kristin Hauser and Áine Calgaro supporting these efforts. People always say change is difficult. It is really a time to celebrate. We get to reflect on our good fortune from the past and have high expectations for our future. v

April 2015 • Taking Care of Business • WASBO.com

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6 April 2015 • Taking Care of Business • WASBO.com

Legislative Update

State Budget Battle Continues The Next Six Weeks Are Critical

By John Forester, Director of Government Relations, School Administrators Alliance

he Joint Finance Committee (JFC) concluded its public hearings on Governor Walker’s state budget proposal on March 26. K-12 public education advocates were well represented at the four JFC hearings around the state. More than 60 SAA members testified at these hearings to express their concerns about school funding, vouchers and charter school expansion, and education policy proposals (accountability, assessment, standards, licensure) in the budget. All in all, it was the SAA’s strongest showing at the JFC hearings in my 13 years as SAA Director of Government Relations. As you would expect, SAA speakers at the hearings were primarily school district administrators. However, several WASBO members, including John Gahan (Pewaukee), Don Hietpas (Appleton), Margaret Rudolph (Portage), and Julie Lankey-Smallwood (Mauston), took up the microphone to tell their district’s story and advocate for the children they serve. Many other WASBO members provided the financial information necessary for superintendents and others to deliver

powerful testimony. WASBO members have also done a fantastic job of communicating directly with their legislators on budget issues.

challenge is to find John Forester the most effective and appropriate way to transform their knowledge and concern into action. My Capitol sources tell me it is vitally With the budget hearings now important for lawmakers to hear from concluded, the Joint Finance parents on the budget issues affecting Committee will likely begin taking votes their children. on various provisions of the budget bill the week of April 14th. K-12 public Remember, we have no time to lose. instruction will likely be addressed by Our window of greatest potential the committee in the second or third impact is the next six weeks while the week of May, following the release Joint Finance Committee deliberates of new revenue estimates by the on the budget. Legislative Fiscal Bureau (LFB). The intensity of our response to the I am so very proud of all the grassroots governor’s state budget proposal advocacy we are seeing from SAA over the past nine weeks has been members all over the state. In fact, impressive. But, in order to be several veteran school administrators successful, we must finish strong as have commented to me that they well. Many legislators believe they can have never seen so many school simply wait us out and we won’t be administrators so active in advocacy able to sustain our intensity. efforts through board resolutions, We need to prove them wrong by letters to legislators, legislative forums continuing to contact our legislators, and media events. working with our local media and But, I have to say that I am most encouraging parents to voice their impressed by the efforts to engage opinion on the budget issues affecting parents and community members their children. I repeat, the next six regarding the damage the governor’s weeks are critical. proposed state budget will inflict on Thanks for listening, and thanks for Wisconsin public schools and public all your efforts on behalf of Wisconsin school children. school children. v We have posted parent/community letters from dozens of school districts on our blog. School districts have done a great job using these letters, social media and public forums to inform their public and encourage concerned parents and citizens to contact their legislators about their concerns. Yes, we have done a great job informing parents and community members of the impact of the proposed state budget. But now, our

April 2015 • Taking Care of Business • WASBO.com

ASBO Update

The Value of Professional Association Membership: Part 2 By Tom Wohlleber, ASBO International Director Assistant Superintendent - Business Services, Middleton-Cross Plains Area School District

wanted to take this opportunity to thank my fellow WASBO colleagues for your support and understanding regarding my recent decision to accept a new career opportunity as CFO of Gilbert (Arizona) Public Schools. It was very disappointing that this exciting and challenging career opportunity resulted in me having to withdraw from my candidacy for ASBO International Vice President due to an ASBO election bylaw that does not allow two standing board members from the same state (David Peterson from Arizona was elected to the ASBO Board as a Director last fall). I am eternally grateful to all of you who worked so diligently on the election campaign. I have received many compliments from fellow ASBO members in other states regarding the friendliness and professionalism of the WASBO members who they have interacted with during the campaign. The ASBO Board is continuing to focus on its legislative strategic initiative. We spent a significant portion of our last Board Meeting addressing the question of “How should ASBO International make decisions about legislative and regulatory beliefs, priorities, and actions?” The Board adopted an action plan that will result in the creation of a government affairs advisory committee as well as development of annual legislative platform.

Career Central at http://www.asbointl. org/learning-career-development/careercentral.

Tom Wohlleber

Education On Demand, ASBO’s online learning center, is a convenient source for professional development - on your schedule. Education On Demand offers a comprehensive library of recorded education sessions from ASBO events such as the Annual Meeting & Exhibits. You can browse the listings by session, speaker, conference, or keyword, and gain instant access to the best sessions. Get more information regarding Education on Demand at http://www. prolibraries.com/asbo/. ASBO’s Professional Skills Assessment is a comprehensive skills evaluation created to review school business management practices that you can complete at your own pace. Use the assessment documents to discover your strengths as a school business official and identify Continued on next page

My February newsletter article addressed the value of professional association membership and highlighted publications, news and information available from ASBO International. This month I will focus on learning and career development provided by ASBO International.

Learning & Career Development ASBO International is dedicated to supporting leaders in education. Whether you’re just starting out as a school business professional or looking to take your career to the next level, ASBO has extensive professional development opportunities, resources, and tools to help you succeed. ASBO’s Career Central provides resources to enhance your professional experience. Career Central is more than just a job posting board — you’ll find tips for writing your resume and negotiating your offer, review advice from professional career coaches, discover the most frequently asked interview questions, and much more. Whether you are considering a job transition or want to build your personal brand, Career Central has all the tools and resources you need. Visit 8 April 2015 • Taking Care of Business • WASBO.com

Introducing Investing in Your Future New for 2015, ASBO International’s Emerging School Business Leaders Scholarship welcomes 18 new school business managers to the profession with a network of peers and mentors and a $2,000 scholarship to attend the 2015 Annual Meeting & Expo. All school business leaders with 5 years or less of experience are encouraged to apply! ASBO International or ASBO affiliate membership is not required. Proudly sponsored by

Apply by May 1 asbointl.org/Scholarship

The Value of Professional Association Membership: Part 2

ASBO MEETING DATES 2015 Annual Meeting & Expo Oct. 23-26, 2015 - Grapevine, TX

Continued from previous page

opportunities for professional development. Each of the major skill sets below are found in ASBO International’s Professional Standards & Code of Ethics and have been adapted into a self-assessment document and a companion observer-assessment document.

2016 Annual Meeting & Expo Sept. 23-26, 2016 - Phoenix, AZ 2017 Annual Meeting & Expo Sept. 22-25, 2017 - Denver, CO 2018 Annual Meeting & Expo Sept. 21-24, 2018 - Kissimmee, FL

• Educational Enterprise • Financial Resource Management

2019 Annual Meeting & Expo Oct. 25-28, 2019 - National Harbor, MD

• Human Resource Management • Facility Management

2020 Annual Meeting & Expo Oct. 2-5, 2020 - Nashville, TN

• Property Acquisition and Management • Information Management • Ancillary Services (Risk Management, Transportation, and Food Service) For more information on the Professional Skills Assessment go to http://www.asbointl.org/learning-career-development/ professional-skills-assessment.

Emerging School Business Leaders Scholarship

ASBO International New Members February 2015

• Jeff Butler, Sun Prairie Area SD, Sun Prairie, WI

ASBO International Milestones March 2015

• Marta Kwiatkowski, Rhinelander SD, Rhinelander, The Emerging School Business Leaders Scholarship is WI (5 years) a great opportunity for new school business managers with five years of experience or less to connect with peers and participate in leadership development. This new scholarship awards 18 recipients with $2,000 to attend the 2015 ASBO Annual Meeting & Expo, October 23–26 in Grapevine, Texas, and provides yearlong mentorship and networking opportunities! All school business professionals with five years of experience or less in school business are encouraged to apply! Applications are due May 1, 2015. For more information, visit http://www.asbointl.org/learning® SFO CERTIFICATION IS THE MARK career-development/awards-scholarships/emerging-schoolOF A DEDICATED PROFESSIONAL business-leaders-scholarship. The role of a school business official varies by district

By earning an international credential, you'll instill

size and in those around you. Give your fellow As always, please contact me if you have any questions orresources; however, the fundamental skills confidence and knowledge needed to effectively safeguard administrators, board, and community even more ® school funds and maximize resources for students reassurance that you have the know-how to would like to provide feedback or suggestions regarding SFO CERTIFICATION IS THE MARK do not. support them. ASBO. v OF A DEDICATED PROFESSIONAL

“

ASBO International's Certified Administrator of School ® ® (SFO recognizes Finance and OperationsThe role) program of a school business official varies by district school business officialssize whoand demonstrate resources;ahowever, the fundamental skills and education and combination of experience and knowledge neededwho to effectively safeguard have a mastery of the knowledge andand skills requiredresources for students school funds maximize to be an effective schooldobusiness leader. not.

If we want our children to value education , then we must show our appreciation for knowledge . ~ Brad Sherman

By earning an international credential, you'll instill confidence in those around you. Give your fellow administrators, board, and community even more reassurance that you have the know-how to support them.

ASBO International's Certified Administrator of School ® ® Finance and Operations (SFO ) program recognizes school business officials who demonstrate a education and who combination of experience Applications Acceptedand Year-round—Submit Today. have a mastery of the knowledge and skills required to be an effective school business leader.

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April 2015 • Taking Care of Business • WASBO.com

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Director’s Corner

Advocacy – Continued….. By Cathy Cramer, Director of Business Services, Oak Creek-Franklin School District WASBO Director

he need for advocacy by WASBO members for a strong pre-K through post-secondary public education system in Wisconsin has never been greater. School districts across the state are communicating the impact of the Governor’s proposed budget for funding public education on their 2015-16 budgets to gain support for increased funds for K-12 education. In the last newsletter, several of the articles relayed the importance of not only clearly and concisely communicating financial information, but also to reflect and remain open on how to best meet the needs of students and communities throughout the state. True advocacy, in my opinion, is not just presenting the financial impact of the loss of categorical aid on our budgets or a list of potential budget reductions if additional state funding is not recommended as the state’s budget is developed. Advocacy, based on a “quick Thesaurus check” brings forward action terms: support, encouragement, backing, sponsorship, promotion. As a lot of us provide forecasts, data, and projections about the dollars and cents of the budget proposals, we need to make sure that our efforts aren’t lost in translation, considered by legislators and the general public to simply be requests for more funding to keep up with increasing costs. This message alone is too easily dismissed by our naysayers who will quickly counter how businesses and families have had to tighten their belts and it is only right that public schools do the same. True advocacy efforts need to be focused on why it is so important for our communities and state citizens to prioritize the allocation of state resources for investment in a strong public education system. They need to know that increased state funds

designated to support their local public schools are key in ensuring their schools remain strong and valuable assets to their community. In 2005, representatives from NorthStar Economics presented to our district administrative team data from their research on the economic value of quality 4K in Wisconsin. Several years later, their conclusions remain relevant not just for quality 4K programs, but for illustrating the importance of quality education in general. The presentation not only shared the results of the economic returns as a result of investing in early education, but also relayed how 4K12 education in Wisconsin impacts the state’s economy. Their message was that workforce development and economic development are interrelated and interdependent. Many professionals are drawn to communities that can provide quality education for their children. If Wisconsin is going to have a strong business and economic climate, it goes without saying that it must also have a strong public education system. The development of a strong workforce cannot be realized without adequately funded public schools that have the resources to prepare students academically and socially to successfully progress into the work force or on to post-secondary opportunities. The economic realities of recent years have forced many businesses and families to make do with less. We all know family members, neighbors or acquaintances that have lost their jobs, home, pensions or insurance, or have experienced reduced salaries and underemployment. These families, and all our citizens, need to know what their public school district has done to control costs and tighten their belt.

We need to relay what Cathy Cramer we continue to do to provide the greatest opportunities for all students, while demonstrating fiscal responsibility and realizing cost savings and efficiencies in our operations. Tell your story – but not just with numbers and charts and graphs. Acknowledge student and staff accomplishments publicly. Relay the events and activities in your district that demonstrate student success and how these are having a positive impact on the community. Property taxpayers need to be reminded that in order for their homes and properties to retain their values, their public school district needs to be strong and attractive to families and potential homebuyers. Businesses need skilled workers, communities need successful businesses, and employers and the state needs self-supporting, productive citizens to maintain services and residents. Promoting how the state’s investment in public education goes a long way in meeting these needs will help strengthen the support for additional resources to public school districts. “Success is the sum of small efforts, repeated day in and day out.” — Robert Collier “I am only one, But still I am one. I cannot do everything, But still I can do something; And because I cannot do everything I will not refuse to do the something that I can do.” — Helen Keller v

April 2015 • Taking Care of Business • WASBO.com

Candidate Résumés for President-Elect & Treasurer Patrick Finnemore

Ken Mischler

Director of Facilities, Kenosha Unified School District President Elect Candidate

Director of Business Services, Manitowoc Public School District Treasurer Candidate

Work Experience 9/2000-present Kenosha Unified School District

Work Experience Director of Facilities, Food Service and Transportation

7/1992-present

Manitowoc Public School District

Director of Business Services

Oshkosh Area School District Kimball, Lamb, Rieckman and Co. CPA

Comptroller and Interim Business Manager Staff Accounting and Manager

5/1997-9/2000

Shopko Stores, Inc.

Director of Facilities

3/1988-6/1992

5/1994-5/1997

Foth & Van Dyke

12/1978-3/1988

1/1987-5/1994

Wisconsin Public Service Corp. Westinghouse Electric Corp.

Lead Mechanical Enginner/ Project Manager Nuclear Enginner/Project Manager Nuclear Engineering Intern

5/1984-1/1987

Educational Experience

9/1990-5/1993

University of Idaho

Masters In Engineering Mechanical Engineering with Highest Honors

1988-1991

UW-Whitewater

MSEd - Master of School Business Management

9/1982-2/1986

UW-Platteville

BS - Mechanical Engineering with Honors

1981-1985

UW-Oshkosh

1975-1978

UW-Oshkosh

MBA - Master of Business Administration BBA - Accounting

Professional Activities

WASBO: Member since 2000; Board of Directors 2003-2006; Facilities & Safety Committees Member since 2000; Co-chair of Facilities Committee and co-chair for development of Facilities Certification program for six years; regular speaker at conferences Wisconsin School Safety Coordinators Association (WSSCA): Member on and off since 2000; have spoken at several conferences SAA Legislative Committee: Alternate Voting Member since 2012 American Society of Mechanical Engineers: Member since 1984; author of several papers and speaker at many conferences; member of Pressure Vessel & Piping Committee for about 15 years Registered Professional Engineer State of Wisconsin - License since 1991; have held PE licenses in several other states during design portion of career

WASBO: Accounting Committee Chair and former Board Member ASBO: Member Healthcare Coalition of Manitowoc: Treasurer and Fomer President

Community Activities

City of Kenosha TID Joint Review Board Member; Village of Pleasant Prairie TID Joint Review Board Member; Kenosha Area Business Alliance Student Mentor in elementary schools; City of Kenosha Stormwater Management Advisory Committee Member; Numerous local non-profits member/advisor on facility issues

Salvation Army Advisory Committee, Finance Committee Chair, and Advisory Board Treasurer; Lakeshore Storm Volleyball Club Coach and Club Treasurer

Continued on next page 12 April 2015 • Taking Care of Business • WASBO.com

Candidate Résumés for President-Elect & Treasurer Continued from previous page

Patrick Finnemore

Ken Mischler

Interests & Hobbies

Family activities; Sports (Basketball, Softball, Golf); Basketball Coach (High School and Middle School over 25 years); Working Outdoors; Building Projects (new homes, remodels, carpentry, flooring, plumbing, painting, electrical, etc.)

Volleyball, Tennis, Basketball, Softball, Boating, Swimming, Building Renovation, Hiking

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April 2015 • Taking Care of Business • WASBO.com

Candidate Résumés for WASBO Board of Directors Brian Adesso

Director of Business Services, Menasha Joint School District Director Candidate

Lori Ames

Fiscal Services Manager, Middleton-Cross Plains Area School District Director Candidate

Work Experience 2011-2013

2008-2011

Manawa and Weyauwega Fremont School District School Distict of Manawa

2004-2008

UW-Madison

2003-2004

UW-Whitewater

Work Experience Business Manager

7/2012-present

MIddleton-Cross Plains Area School District

Fiscal Services Supervisor

Business Manager, IT Director, HR

7/2003-6/2012

Department of Public Instruction

IT Specialist/Trained staff and provided support for the communicative disorders department Instructional Technology Specialist/Responsible for computer labs and training faculty

7/1997-6/2003

Platteville School District

School Finance Consultant/ Federal Fiscal Monitoring Consultant Director of Business & Auxiliary Services

7/1992-6/1994

Parkview School District

Business Manager

7/1990-6/1992

Oak Creek-Franklin School District

Business Assistant

Educational Experience

2006-2008

UW-Whitewater

Master of Science in Education - School Business Mangement

1989-1990

UW-Whitewater

MSEd - School Business Management

1999-2003

UW-Whitewater

Bachelor of Business Adminstration -Computer End-User and Technologies

1985-1989

UW-Whitewater

BBA - Personnel Management

Professional Activities

WASBO: HR Certification Co-Chair SIRMC: Vice President WI DPI 08 Standards Creation Committee Member ASBO: SFO Job Task Analysis Committee Member

WASBO: Accounting Committee Member ASBO: Accounting, Auditing & Budgeting Committee Member

Community Activities

Fort Atkinson Youth Center Volunteer

Kiwanis Member, Platteville Sports Boosters Member, Platteville Youth Basketball Member, Cub Scouts Leader, Girl Scouts Leader

Interests & Hobbies

Aviation, Recreation, Cooking

Running, Reading

14 April 2015 • Taking Care of Business • WASBO.com

Candidate Résumés for WASBO Board of Directors Nathan Jaeger

Jessica Schroeder

Director of Business Services, Whitewater Unified School District Director Candidate

Environmental, Health and Safety Program Manager, CESA 10 Director Candidate

Work Experience

1/2011-present

Whitewater Unified School District

Director of Business Services

6/2006-present

CESA 10

Environmental Health and Safety Program Manager

9/2007-10/2010

Whitewater Unified School District

Elementary Classroom Teacher

10/2005-6/2006

Wausau Insurance

Loss Prevention Consultant II

4/2003-9/2005

Organic Valley

6/2002-2/2003 5/2001-8/2001

Miles Kimball State of WisconsinBureau of Risk

Environmental Safety OSHA Manager Safety Coordinator Safety Program Assistant

Educational Experience

2009-2011

UW-Whitewater

Master of Science in Education (MSE) - School Business Mangement

2012

WASBO

Certified School Risk Manager Designation (CSRM)

2008-2010

UW-Whitewater

2012

WASBO

Facility Manager Certification

2001-2006

UW-La Crosse

Master of Business Adminstration (MBA) -Finance and Management Bachelor of Science (BS) -Elementary and Middle School Education

2006-present

State of Wisconsin

Asbestos Inspector and Management Planner

2006-present

State of Wisconsin

Lead Risk Assessor

1997-2001

UW-Platteville

BS Industrial TechnologySafety Management

Professional Activities

WASBO: 2014 New School Business Official of the Year; Joint Convention WASBO: Safety & Risk Committee Member Planning Committee Wisconsin School Safety Coordinators Association (WSSCA): Third Term Board of Madison Area School Business Officials (MASBO): Member Directors ASBO: Member La Crosse Area Occupational Safety and Health Council: Past Board of Directors UW-Whitewater: Guest Presenter - Educational Leadership & Policy Program Member

Community Activities

Rotary Club of Whitewater Sergeant at Arms and Board Member; Whitewater Parks & Recreation Department Vice Chairperson; Whitewater Aquatic Center (WAC) Board of Directors

Reedsburg Jaycees Past Board of Directors Member

Interests & Hobbies

Golf, Outdoor Recreation, Reading, Family

Hiking, Biking, Golf, Travel, Reading, Boating April 2015 • Taking Care of Business • WASBO.com

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WASBO Gives Back! This year, WASBO Foundation is awarding over $20,000 in scholarships to eight deserving high school students, as well as the Dr. Bambi Statz scholarship to a graduate student working towards 08 certification. Your support makes this possible! Continue giving back at the Spring Conference by: • Participating in the WASBO Spring Bicycle Tour and Golf Outing which provides funding for these scholarships. • Donating to WASBO’s ‘Name That Tune’ for Kids to support student music programs. • Bidding on or donating an item at the Silent Auction & Raffle to help fund WASBO’s influence on the national stage through its participation in ASBO International. NEW THIS YEAR: The Silent Auction & Raffle will be held in the exhibit hall on Thursday, May 14. • Donating at WASBO’s Red Cross Blood Drive on Thursday, May 14 from 9 am - 2 pm.

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April 2015 • Taking Care of Business • WASBO.com

Director’s Corner

Being Bold in a Time of Change Jason P. Demerath, SFO, CSRM, Director of Business Services, School District of Fort Atkinson WASBO Director

ur district is undergoing a transformation right now due to a confluence of several events. The currently proposed State budget, a change in the District Administrator position a year and a half ago, and the ever changing state and federal mandates are all playing a role.Some might call it change based on the direction of leadership and some might call it adapting to the current environment.I would probably say it is a little of both, but no matter what may be driving the change, it requires bold leadership. My district administrator has been using a simple metaphor to try to explain what is happening in the district right now. For some reason, no matter the situation, it always seems to fit.He talks about how we are all on a ship navigating the waters of change.Right now, the waves are rough and it seems like we might be taking on water with things like decreased funding, Educator Effectiveness, the Badger Exam, Common Core, etc. However, we as administrators must stay above deck to stay the course and steer that ship in the direction of increasing student achievement and enhancing professional practice. Some may think it is too hard, or too much change, or things are better elsewhere. To those, we say that perhaps you should find a different ship, but be aware that the waters are just as rough no matter what ship you are on. (And we think we have a pretty solid ship compared to others out there). As we navigate these waters we need to adapt to the environment, and make changes to forward our progress toward our goals of increased student achievement and enhanced professional practice.To do this it requires bold leadership to

make decisions that have not been made before in our district.It requires the Board and administration to be on the same page and committed to doing what it takes to achieve those goals. And finally, it means that we as Business Managers cannot be below deck waiting out the storm, we need to be up above helping to support our colleagues to get through the treacherous waters facing public education in Wisconsin. As part of the bold leadership and change we are going through in Fort Atkinson, we are reorganizing our central office and doing it in a way that has no additional costs to the district but will greatly strengthen the organization as a whole.Since 2012, we have been operating without the traditional negotiated union agreements that outlined pay, benefits and working conditions.As a result, we have had human resources operations scattered amongst different administrators and departments with no consistent practices.One of the keys to our reorganization is the establishment of a Human Resources Director position. A number of the central office changes hinge upon the addition of this position, and at the February Board of Education meeting they unanimously approved its establishment. By hiring a Human Resources Director, various departments in the central office (along with building administrators and their assistants) will have duties taken off of their plates and centralized. This frees up the Business Office to take on the management of Buildings & Grounds and Food Services, as well as to bring services to the next level whether it be supporting financial practices for staff or enhancing the risk management and transportation programs.It frees

18 April 2015 • Taking Care of Business • WASBO.com

Jason up the Curriculum & Demerath Instruction Department WASBO to focus on learning and Director student achievement, as well as providing support for Educator Effectiveness and greater management of data to improve our educational practices. It also provides a centralized resource for employees to better engage with the district and for the district to provide resources to our most important capital, our employees, so they can better focus on their job. The establishment of this position did not come without bold leadership, however. It may seem odd that less than a year after passing an operational referendum and then receiving the Governor’s proposed budget, we are adding a position that, as some employees have stated, “doesn’t see a single kid.” The addition of this position was the first step in carrying out our current five-year strategic plan as adopted by the Board of Education. Our District Administrator continually reminded the Board that if administration was to carry out the plan and the district was to become what they wanted it to be, that the addition of this position was necessary. It also required bold leadership when, for the first time ever in the history of the district, an employee was laid off as part of this restructuring. While it was a shift from past practice, it was necessary to adapt to the environment we are currently facing and take the District to where it should be. Throughout the research and planning for the establishment of the Human Resources position it was questioned by staff as to why it was needed. There were public comments at Board meetings asking the Board to reject Continued on next page

Being Bold in a Time of Change Public Sector Advisors

Continued from previous page

the recommendation of establishing such a position. However, the Board and administration stood united in their leadership knowing that there is a greater plan that began with the approval of this position. And so, as we as Business Managers go into the office day in and day out, remember to look at that larger picture. Support your administrative team and your Board of Education in their mission to serve the children of your district. Be up on the deck with the rest of your team as we navigate the rough waters we are facing. Don’t do things just because “that is the way they have always been done.” Most importantly, remember that while the waters may be rough, decisions may be difficult, and change can be hard to implement, it is to advance the organization in the interests of the children we serve. BE BOLD! v

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April 2015 • Taking Care of Business • WASBO.com

Director’s Corner

Moving Forward with Positive Change Andrew Weiland, Business Manager, Oregon School District; WASBO Director

he other day, I was talking with our Sports Administrator and he handed me a postcard that said…”THE MOST DANGEROUS PHRASE IN THE LANGUAGE IS ‘WE’VE ALWAYS DONE IT THIS WAY.’” I thought about that saying and how when you are relatively new to your position it can really irritate you when you hear people use that expression. Since I’ve been around for “a bit” in my current position, I told him that there are perhaps two ways to look at how to interpret what people are trying to say with that phrase. One is when the person is saying it to convey that we do it a particular way and that is the way we will continue to do it…..forever and ever and ever because they don’t like change. The second meaning could refer to more of a history lesson. The person may not be against a change, they are simply sharing that as far as they know, it has always been done that way. This is just the way we have done it and no one has suggested we change it. Until someone asks that question or until there is a reason for change, the inertia of the current practice continues.

with technology and always thought that this committee would be a place where I could make a contribution. I’m positive that the team served an important purpose in the past and I absolutely do not want to minimize any of the prior work that this committee has done. However, I’m aware that for the last several years, the members of the team have not had much to do or known how to serve the membership in a positive way and because of that, we have floundered.

Within the next several months, the team is going to be surveying our members on how we can better serve you. We are going to focus on the “Member Resource” part of the committee and just like in our classrooms use technology more as I share this little story to introduce two a tool to accomplish our goals but perhaps not have it as a goal in itself. “changes” that I have been involved I would not be surprised, based on the with this school year. One at WASBO with what is called the WASBO Member committee conversations this year and after hearing from the membership, if Resource & Technology Goal Action Team and the other to share a change the name of the committee is slightly changed so that it helps to better we made in our District to move to a define our tasks. Please help us by more paperless Business Office. completing the survey when it comes I’ve been on the WASBO Member out sometime this Spring or Summer. Resource and Technology Goal Action Many thanks to Lynn Knight and the Team for many years, and can honestly other team members for providing the say that until recently I don’t believe energy to revive this committee! I have been to more than a couple Over at least the last two years, I have meetings. I enjoy problem solving had a goal staring at me on my office 20 April 2015 • Taking Care of Business • WASBO.com

whiteboard of reducing the amount of paper Andrew we shuffle around the Weiland district. Occasionally our Finance Director, Kara Newton, and I would get together and talk about how we could accomplish this. At the end of each meeting we always had reasons why it would be difficult to change our processes. Looking back, I think I was anticipating significant push back from staff to change the way we have done things. Finally this last winter, Kara came up with a plan that involved purchasing about 30 $200 desktop scanners to scan any type of payment request or credit card source document. Now I realize this may sound like a lot of money, but it has already made us much more efficient in the business office. No more filing accounts payable or purchasing card envelopes, no lost bills, no trying to track down where a payment request is in an approval cycle, no carpal tunnel from signing our names 300 times a week, no more pulling documents for auditors and eventually no more throwing away entire filing boxes full of 7-year-old payment requests or going down into the “dungeon” (aka the basem*nt filing room) ever again to find a piece of paper when someone has asked us to research a payment to a vendor. From now on, the documentation is all electronic and it is available 24/7/365 to whoever we give access to wherever they are. The most surprising thing about the change was that no one pushed back. It took a little bit of a sales pitch with some office staff but most people were onboard right from the beginning. Many people said to me “it is about time” or “this just makes so much sense” and of course “can I get one of those scanners?” Continued on page 24

Wisconsin YES! Promotes STEM and Business Education

hree topics often-mentioned in discussions of K-12 education and the need to prepare students for careers and life are entrepreneurism, financial literacy and STEM – an acronym for science, technology, engineering and math education. Wisconsin YES! is a contest that incorporates all three concepts in a way that engages students, teachers and judges from a variety of business sectors and disciplines. Learn more at www.WisconsinYES.com. YES! is short for “Youth Entrepreneurs in Science.” It is modeled after the successful Governor’s Business Plan Contest. Both are produced by the Wisconsin Technology Council, a bipartisan, non-profit organization that serves as a catalyst for techbased development in Wisconsin while advising the governor and Legislature on selected policy issues. Now in its fourth year, YES! is open to public, private and home-schooled

students across Wisconsin. Students in middle and high school are eligible to turn their science- and tech-related ideas into business plans and compete for cash and prizes.

Public Instruction, Make a Difference Wisconsin, Project Lead the Way, STEM Forward, the Wisconsin Association of School Boards, the Wisconsin Society of Science Teachers, and WASBO.

The contest begins with a 250-word summary submitted through the website. Entries that advance to Phase 2 of the contest expand their idea into a 1,000-word executive summary. Throughout the process, students get feedback from judges across Wisconsin.

Entries are closed for this year. Students submit their entries through www.WisconsinYES.com and can access the judges’ comments and feedback there. Templates and sample entries for both phases are available on the website, along with other entrepreneurial resources.

As a tool for educators, Wisconsin YES! fosters interest in science and tech education, and encourages students to be independent, creative thinkers capable of problem solving.

Students work in teams or as individuals, and may enter multiple ideas. Place finishers in each category (9th grade and under, 10th, 11th and 12th grade) are eligible for cash and prizes. The grand prize winner presents his or her winning idea at the Wisconsin Entrepreneurs’ Conference in Madison. Past winners have hailed from Weston, Brookfield and New Glarus; entries have come from nearly 50 school communities over time. v

The Wisconsin Technology Council produces the contest with major support from IBM and WEA Trust. Additional support is provided by the Wisconsin Technical College System. Content partners thus far include the state Department of Financial Institutions, the Department of

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April 2015 • Taking Care of Business • WASBO.com

Guidance on Responding to Automated SmartProcure Request for Records Under Wisconsin’s Public Records Law By Andrew T. Phillips and Christine V. Hamiel, vonBriesen & Roper, s.c.. Background School districts across the state are being targeted by public records requests that seek electronic records of purchase orders, seemingly of manufacturer software reports. Although the exact nature and purpose of the request is unknown, many school districts have heard conflicting reports as to the information sought, as well as the best approach for responding the request. This article discusses the requirements of the Wisconsin Public Records Law (Wis. Stat. §§ 19.31-19.39) and recommends an appropriate approach for analyzing and responding to such a request.

The Records Request The request for records has come to many school districts from SmartProcure, seeking (in some variant) the following: SmartProcure is submitting a public records request to the School District for an electronic record (without scanning or printing) of purchase orders dated 2010-01-01 to current. The information requested is: 1. Purchase order number or equivalent 2. Purchase order date 3. Line item details 4. Line item quantity 5. Line item price 6. Vendor ID number, name, address, contact person and email address

Andy Phillips

Chrissy Hamiel

SmartProcure compiles public spending detail in a line-item fashion, and reveals this information through its software to allow users to analyze public spending data and pricing. The software allows vendors to make informed decisions related to government selling to optimize government bid opportunities.

Analysis The public records law provides access to existing records maintained by an authority, including school districts, upon reasonably specific requests. As noted above, the identity or motive of the requester are irrelevant to a school district’s obligation to provide access to public records. Nonetheless, there are limitations on the scope of the public records law and it must be remembered that the law is a “records” law and not an “information” law. For example, the public records law does not require an authority to “guess” at what a records requester desires. See Seifert v. Sch. Dist. of Sheboygan Falls, 2007 WI App 207, ¶42, 203 Wis.2d 582, 740 N.W.2d 177. Nor does the public records law require an authority to provide requested information if no record exists, or to simply answer questions about a topic of interest to the requester. Wisconsin Public Records Law Compliance Outline, Wisconsin Department of Justice (Sept. 2013), p. 18. An authority is further not required to create a new record by extracting and compiling information from existing records in a new format. See Wis. Stat. § 19.35(1)(L). See also George v. Record Custodian, 169 Wis. 2d 573, 579, 485 N.W.2d 460, 462 (Ct.App. 1992). If no responsive record exists, the records custodian should inform the requester.

The attached document may be used as a reference to fulfill this request if the School District uses any of the listed pre- Recommendation programmed software reports. In responding to a public records request such as the request noted above from SmartProcure, a district should Generally, the requests to districts have included an determine whether the request is reasonably specific as to attachment of “Manufacturer Pre-programmed Software Reports” to be used by the district in generating documents the subject matter of the record being requested and the length of time involved. Wis. Stat. § 19.35(1)(h); Schopper responsive to the request. v. Gehring, 210 Wis.2d 208, 212-13, 565 N.W.2d 187 (Ct. App. 1997). The purpose of the time and subject matter What is SmartProcure? limitation is to prevent unreasonably burdening a records Briefly, SmartProcure is web-based software that custodian by requiring the custodian to spend excessive aggregates local, state and federal Government spending amounts of time and resources deciphering and responding data from municipalities, agencies, school districts, and institutions across the nation. While the requester’s identity to a request. Schopper, 210 Wis.2d at 213; State ex rel. Gehl v. Connors, 2007 WI App 238, ¶17, 306 Wis.2d 247, is not relevant when responding to a request for records, 742 N.W.2d 530. it is helpful for districts to understand what SmartProcure does, in order to appropriately respond to the request. 22 April 2015 • Taking Care of Business • WASBO.com

Continued on next page

Guidance on Responding to Automated SmartProcure Request for Records Under Wisconsin’s Public Records Law Continued from previous page

First and foremost, the District should determine if it possesses records responsive to the request. If it does not, it should simply respond that no responsive records exist. If this District does maintain such records, because the request from SmartProcure appears to seek all purchase orders spanning five (5) years, and does not reasonably describe the subject matter of the records being requested, a district may seek to have the request narrowed. The district may not, however, deny the request simply because the district believes the request could be narrowed. Rather, it would be prudent for a district to request SmartProcure to clarify the scope of the confusing request. Here, because the request appears to seek each and every purchase order spanning five (5) years, a school district would be well within its obligations and rights under the public records law to seek further clarification and a court is likely to look favorably upon a district attempting to work with the requester. See Gehl, 2007 WI App 207 at ¶20. A school district should also consider whether a record exists as described by the requester. If a record exists, the district should provide access to the record as soon as practicable and without delay. See Wis. Stat. § 19.35(4). The public records law provides access only to existing records maintained by authorities. If no record exists, the district can respond by simply stating that no record exists as described by the requester.

Checklist for Response Options üü Does the record(s) exist as described by the requester? If no, there is nothing to produce. If yes, provide access, subject to the considerations below. üü Is the request reasonably specific as to the subject matter and the length of time involved? If not, may deny request, but proceed with caution! üü If the request is not reasonably specific as to time or subject matter, may request clarification as to the scope of the confusing request. üü While not required, is the information relatively simple to compile or obtain as a courtesy to the requester? If yes, consider compilation and providing access.

“

One of the tests of leadership is the ability to recognize a problem before it becomes an emergency.”

~ Arnold H. Glasow

Further, a district is not required to compile the information from existing records and create a new record. Nonetheless, while not required by the public records law, the district could provide the information requested even though there is no existing record. This approach may be the best practice if the information is relatively simple to compile or obtain. It would appear that the “preprogrammed software reports” requested by SmartProcure would generally be easy to create, simply by running the requisite report through the software program identified in the attachment included in the request. Lastly, if the information requested would be dispersed throughout several different records, it may be better to compile the information into one record as a courtesy to the requester rather than force the requester to request all of the existing records where the information is contained. If you are uncertain as to how to respond to the SmartProcure request for records, it is recommended that you consult with legal counsel to assist your district with the response to ensure compliance with the Public Records law. v For further information, you may contact Andy or Chrissy at 414.276.1122.

April 2015 • Taking Care of Business • WASBO.com

Moving Forward with Positive Change Continued from page 20

So the next time you cross paths with a person that says, or you think may say, “we have always done it this way,” do not assume that they are resistant to change. They may be just providing a history lesson or they may not be as against change as you think they are. Sometimes our own anticipation of how people will react to change can actually be a larger hurdle than the change itself. You just don’t know until you try. v

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Upcoming WASBO Events Professional Development

WASBO Foundation Spring Conference & Exhibits

May 14-15, Madison Marriott West, Middleton (Viterbo Credit)

Custodial & Maintenance Conferences and Exhibits June 17 - Kenosha July 8 - West Salem

New School Administrator & Support Staff Conference

Aug 12-13 - Holiday Inn, Stevens Point (Viterbo Credit)

Fall Conference

Oct 8-9 - The Osthoff Resort & Conference Center, Elkhart Lake, (Viterbo Credit)

ASBO International Annual Meeting & Expo

Oct 23-26 - Gaylord Texan Resort & Convention Center, Grapevine, TX (Viterbo Credit)

Midwest Facility Masters Conference

Nov 2-3 - Kalahari Resort & Conference Center, Wisconsin Dells (Viterbo Credit)

Winter at a Glance Conference

Dec 1 - Madison Marriott West, Middleton

WASBO/WASPA School Personnel Academy

Dec 2-3 - Madison Marriott West, Middleton (Viterbo Credit)

Scholarship Fundraisers Spring Golf Outing Community Insurance Corporation provides liability insurance coverage for cities, towns, villages and school districts. We offer broad coverage, designed to specifically meet the needs of Wisconsin public entities under ONE single liability policy form to include: – General Liability – School Board Legal Liability – Public Officials Errors and Omissions – Auto Liability Unlike other insurance companies that provide coverages based solely on price and are not heard from again until renewal time, we work directly with our clients in partnership to control their insurance costs through a unique risk management and aggressive claims philosophy. And because we are local government, we always keep the end goal of saving taxpayer dollars in mind. Take control of your insurance needs with Community Insurance Corporation. It just makes sense.

May 13, 2015 - Pleasant View Golf Course, Middleton

Spring Bike Tour

May 13, 2015 - Military Ridge State Trail

Fall Golf Outing

Oct 7, 2015 - Quit Qui OC Golf Club, Elkhart Lake

Fall Bike Tour

Oct 7, 2015 - Old Plank Road Trail

Certified School Risk Managers (CSRM) Courses (Viterbo Credit) Funding School Risks

April 29 - Holiday Inn at The American Center, Madison

Measuring School Risks

April 30 - Holiday Inn at The American Center, Madison

Administering School Risks

June 24 - Holiday Inn at The American Center, Madison

School Safety from A to Z

June 25 - Holiday Inn at The American Center, Madison

Fundamentals of Risk Management

Sept 23 - Wisconsin School Leadership Center, Madison

Handling School Risks

Sept 24 - Wisconsin School Leadership Center, Madison

Funding School Risks

Nov 11 - Wisconsin School Leadership Center, Madison

Measuring School Risks To learn more, please contact Kim Hurtz, Aegis Corporation, 1.800.236.6885 or [emailprotected]

Nov 12 - Wisconsin School Leadership Center, Madison

Administering School Risks

Dec 9 - Wisconsin School Leadership Center, Madison April 2015 • Taking Care of Business • WASBO.com

The Paperless Central Office: Myth or Reality? By Jon Lincoln, Vice President, etfile

he reality is that schools are mired in paper records. With everything from faculty records to IEP’s to vendor invoices housed in hundreds of manila folders. When the process of filing paper started decades ago it might not have seemed like a problem. Although, as time has progressed the mountain of documents has only grown and for many districts has become unmanageable. Each time someone requests a file, office workers engage in an almost endless game of “hide-and-seek” in an effort to retrieve the document from cabinets that are housed in dingy, dusty basem*nts or over-stuffed closets. Even worse, if a document is misplaced, it could take days or even weeks to find it. But how much paper are we talking about? The EPA estimates the typical office worker tears through 10,000 sheets of copy paper each year. To make matters worse, many school districts will receive documents already in electronic format (such as CORI reports as PDFs) only to print them on paper. Finding a solution to archive paperless records has become something school districts should consider and with the fast pace of technology advancements there are many options to choose from. Whether you are looking for a cloudbased system or something stored on your local servers. Low priced software with simple features or a more expensive enterprise solution with advanced capture methods. You could even hire an IT professional to create a filing system within the network drives on your own server. Whatever your budget may be there is sure to be a better way to archive documents than with paper.

The Cost of Doing Nothing The biggest challenge for any school district is change when the same thing has been done for years. It’s “easy” to do nothing. It’s easy to do the same process that has existed since before Jimmy Carter was in office. Although, there IS a cost of doing nothing. Consider these: • How much money does your district spend to print documents for the sole purpose of archiving the paper record? The cost of paper, ink, folders, cabinets, staples, paper clips and other items quickly add up. These needless expenses often far outweigh the total cost of an electronic filing system. • How efficient are your office workers? How much is it costing you to pay office workers to file and search for documents that could be done in a third of the time with an electronic filing system? It’s not uncommon for organizations that go paperless to see efficiency gains by up to 30%. This ultimately gives employees more time to work on other tasks. • How secure are your documents? What happens if there is a fire or flood? What happens if an employee simply puts a document in the wrong place? What security measures are taken to keep people out of a cabinet or closet? Paperless filing offers many different security methods, such as, document encryption, user permission-based access, georedundant backup and analytics tools to have transparency on every action an employee takes. • What does the future look like? The longer documents are filed as paper, the larger the problem

26 April 2015 • Taking Care of Business • WASBO.com

gets. With physical space already at a premium for most Jon Lincoln districts where will all this paper go? Some districts have even started renting selfstorage units or paying companies to store paper for them. By going paperless school districts will solve the paper problem instead of trying to hide it. • Is it time to “Go Green”? It’s not a secret that we should be aware of how our actions are impacting the environment. By continuing to file paper records districts are needlessly contributing to the environmental problem. Moving to a paperless filing structure is one more step towards going green. Many industries, such as, insurance, medical, law firms, financial institutions and others have been keeping paperless records for well over a decade. Even extremely government regulated industries, such as Hospitals, have gone paperless. The question is not “IF” your school district should go paperless. The question is WHEN will your school district go paperless? v For further information please contact LeeAnn Thompson at 508-475-4517 or [emailprotected].

REFERENDA RESULTS APRIL 7, 2015 SUMMARY 56 Wisconsin school districts chose to go to referendum on April 7th. Over 67% of the referenda questions passed. April 2015 Referendum Breakdown:

2015 Referendum Breakdown YTD

•

39 questions asking residents to issue debt totaling $535,905,000. • 33 questions asking residents to exceed the revenue limit on a non-recurring basis in an amount totaling $89,777,149. • 2 questions asking residents to exceed the revenue limit on a recurring basis in an amount totaling $575,000 per year. Results: 43 school districts celebrated success: • 23 Debt questions passed totaling $365,540,000. • 25 Non-recurring questions passed totaling $65,187,149. • 2 Recurring questions passed totaling $575,000.

Issue Debt: 40 Pass: 24 Fail: 16

Non-Recurring: 36 Pass: 28 Fail: 8

Recurring: 2 Pass: 2 Fail: 0

HISTORY 60

50 40 30

40 33

28 13

20 10

40 35

4 1 RR

2011 Failed

Passed

5 3

16 ID

2012 ID-Issue Debt

4 1 3

2013 RR-Recurring Referendum

8 7

41 15

17 8

2014 2015 YTD NR-Non-Recuring Referendum

UPCOMING REGULAR ELECTION DATES1 2016 Spring Fall

Primary 02/16/2016 08/09/2016

2017 General 04/05/2016 11/08/2016

2018

Primary General 02/21/2017 04/04/2017 No Fall Elections

Primary 02/20/2018 08/14/2018

General 04/03/2018 11/06/2018

Brian C. Brewer

Michel D. Clark

Lisa M. Voisin

Debby A. Schufletowski

Diane N. Pertzborn

(414) 298-7030 [emailprotected]

(414) 765-7326 [emailprotected]

(414) 765-3801 [emailprotected]

(715) 552-3567 [emailprotected]

(608) 886-8572 [emailprotected]

The governing board is required to file adopted referendum ballot resolutions with their municipal clerks at least 70 days prior to the election date indicating the amount and purpose. ©2014 Robert W. Baird & Co. Incorporated. Member SIPC.

April 2015 • Taking Care of Business • WASBO.com

Regulation of the Use of Social Media in Employment Decisions By Steven C . Zach, Boardman & Clark LLP

he use of social media is burgeoning, causing employers to consider not only how to use it as an effective workplace tool, but also how and whether employee social media can be regulated.

Concerted Activity

The National Labor Relations Act (“Act”) does not apply directly to Wisconsin school districts, but the provisions of the Act which impact social media are similar to those state It is estimated that, as of January law provisions which govern school 2014, close to ninety percent of adults districts in Wisconsin. Decisions under went on-line and almost three-quarters the Act can be persuasive in the of those users frequented social media interpretation of the parallel Wisconsin sites, such as Facebook. Surveys “concerted activity” statutory reflect that almost ninety percent provisions. Under Section 7 of the Act, of American companies use social employees have the right to organize networking for business purposes and for the purpose of collective bargaining nearly half monitor the use of social and for purposes of “engaging in other networking by employees at work. concerted activities for the purpose of collective bargaining or other mutual Several developments in the law aid or protection.” Any employer action relating to an employer’s ability to which interferes with these Section 7 regulate employee social media rights violates the Act. use in employment decisions are worth noting. This FYI will discuss The most significant protection restrictions on the use of social media afforded employees has been with in employment decisions arising from respect to “concerted activity.” statutory regulation, labor laws, and Employee conduct is “concerted,” the First Amendment. and thus protected by Section 7, if it is engaged in by at least one other Statutory Regulation employee, or on behalf of a group of employees, i.e., if one employee In Wisconsin, employers, including is acting alone in the attempt to school districts, are prohibited by a initiate group action on an issue of new state statute from requesting terms and conditions of employment. that an employee or applicant for For example, discussion among employment disclose to the employer staff members critical of district their user name, password, or other compensation policies are protected security information. The statute communications since they fall within permits employers to obtain such information with respect to any device the scope of concerted activity. or account furnished by the employer; In the last several years, the National to view, access, or use information Labor Relations Board (“NLRB”) has that is available to the public; and to taken an active enforcement posture require an employee to allow employer of the “concerted activity” clause, observation of an employee’s personal particularly as it relates to employee internet account, if the employer has use of social media. Employee reason to believe that employmentcommunications in social media are related misconduct has occurred provided the same protection as other in that account. This statute was employee communications. Thus, an discussed in more detail in the April, employer who does not approve of an 2014 FYI titled “New Law Restricts employee communication on social District Rights To Employee and media sites that constitutes “concerted Student Personal Internet Accounts.” activity” cannot take an adverse 28 April 2015 • Taking Care of Business • WASBO.com

employment action Steven C. against the employees Zach who were engaged in that communication. The “concerted activity” clause, however, does not protect an employee who engages in social media communications which complain about the quality of services or product of the employer or which constitute individual gripes against the employer or supervisor.

Social Media Policies Employer policies that could chill or curb concerted activity have been found to be overbroad and unenforceable by the NLRB. This has been particularly true of social media policies. While the Wisconsin Employment Relations Commission, which enforces the Wisconsin “concerted activity” statutory provisions, has not similarly addressed district policies under these provisions, the federal stance toward policies which impact concerted activity merits consideration by districts in the creation or maintenance of social media policies. In general, the NLRB has found the following policy provisions to be unenforceable: • Policies that forbid employees from discussing pay or benefits, including such policies that prohibit an employee from disclosing “confidential,” “sensitive,” or “non-public” information because that broad prohibition could be interpreted by an employee to include compensation or benefit information; • Policies that prohibit employees from making “negative,” “critical” or “disparaging” remarks about the employer, or that forbid remarks that could “harm the employer’s reputation”; Continued on next page

Regulation of the Use of Social Media in Employment Decisions Continued from previous page

• Policies that prohibit “unprofessional,” “disrespectful,” or “inappropriate” communications; and,

service sufficient to outweigh the employee’s free speech interests?

In the social medial context, much of the litigation involving the First Amendment has centered on whether social media speech is a matter • Policies that prohibit an employee of public concern. For example, from identifying the employee as Facebook posts related to the an employee of the employer. termination of employees after a • The following policies have met political election have been found to with NLRB approval: be of public concern, while the airing of private grievances has not been • Policies that prohibit the use of characterized as a public concern. social media on work time or when using company equipment Employment action founded upon employee speech, including social or networks; media communications, may impact an • Policies that prohibit employees employee’s First Amendment rights from using or disclosing proprietary information; • Policies that prohibit comments about coworkers, supervisors, or the employer that are obscene, threatening, intimidating, harassing, or a violation of the employers’ workplace policies against discrimination, harassment, or hostility on account of age, race, religion, sex, ethnicity, nationality, disability, or other protected class status or characteristic.

First Amendment In addition to the protections afforded employee communications on social media under the NLRA “concerted activity” clause, such communications by district employees may fall within the protection of the First Amendment. For example, the fact that an employee “liked” a Facebook comment was found to be protected speech under the circ*mstances in one court case. To determine whether social media communications are protected speech, the analysis given other types of speech applies: • Was the speech made as part of the employee’s official duties? • Was the speech on a matter of public concern? • Are the district’s interests in promoting the efficiency of public

and must be assessed with that risk prior to implementation.

Check-Up List Given these potential restrictions on the use of social media by school districts in the employment context, we have developed the following Check-Up List (see box below) for you to review and determine whether your district’s policies, handbook provisions, and practices conform to the legal principles set forth in this FYI. v Inquiries about the article can be made to Steve at 608.283.1736 (szach@ boardmanclark.com). Reprinted with the permission of Boardman & Clark LLP.

o YES o NO o UNKNOWN

Have the District’s employment application procedures been updated to reflect the new statutory prohibition on requesting that applicants for employment disclose their private account user name, password, or other security information?

o YES o NO o UNKNOWN

Has the District’s Acceptable Use Policy governing technology been updated to specifically reflect the permissible inquiries of employees with respect to employee use of both privately-owned and district technology?

o YES o NO o UNKNOWN

Could your District policies and handbook provisions be interpreted as restricting or interfering with the right of employees to use social media for protected concerted activity?

o YES o NO o UNKNOWN

Could your District policies and handbook provisions with respect to employees’ use of social media be construed to impact their First Amendment rights?

o YES o NO o UNKNOWN

Do District policies and handbook provisions prohibit employee use of social media for purposes which may be legitimately regulated?

o YES o NO o UNKNOWN

Has the District’s Acceptable Use Policy governing technology been reviewed, generally, to reflect the breadth of capabilities of the technology in the District and the appropriate regulation of employee utilization of such expanded scope?

o YES o NO o UNKNOWN

Most importantly, does the District’s Acceptable Use Policy governing technology make absolutely clear that there is no expectation of privacy by any user of the District’s technology, including employees, and that the District shall have the unilateral right to access all accounts and history of every user at the sole discretion of the District? April 2015 • Taking Care of Business • WASBO.com

Wisconsin School Districts Should Plan Now for the Clean Power Plan By Arthur J. Harrington and Jon E. Anderson, Godfrey Kahn s.c.

Introduction

On June 18, 2014 the Environmental Protection Agency (EPA) announced a proposal for emission guidelines for states to follow in developing their respective state implementation plans (“SIP’s”) to address greenhouse gas emissions from existing coal fired electrical generation units (“EGU’s”) in the United States; commonly referred to as the Clean Power Plan. Public comments have been received, and it is expected that the rule will be finalized by June, 2015 and states will be required to submit their SIP’s by June, 2016. Since Wisconsin has more than 60 percent of its based load electrical generation provided by coal fired EGU’s, this rule will have an enormous impact on the Wisconsin based utilities and their customers. Given the strategies for compliance proposed by the EPA in this rule package, there will most certainly be “winners” and “losers” when this rule is finalized and implemented by Wisconsin. Godfrey & Kahn recommends that Wisconsin school districts begin planning now for the future implementation of this rule in order for potential winners to maximize their opportunities and potential losers to mitigate their costs associated with this far-reaching EPA rule package. This article will provide an overview of this rule package, describe the EPA’s recommended strategies for Wisconsin school districts to consider for implementing its SIP and suggest some planning strategies that affected parties should consider adopting now to plan for eventual implementation.

II. Overview of the Clean Power Plan EPA’s express statutory basis for regulating greenhouse gas emissions for coal fired EGU’s is Section 111 of the Clean Air Act. This Section provides EPA with the authority to require states to develop performance standards for a category of existing sources; here large scale coal fired EGU’s.

Arthur Harrington

Jon Anderson

III. Guideline Strategies for States to Implement the EPA Goals

In the proposed rule, the EPA has proposed four strategies (called “Building Blocks”) that states may consider using to achieve the carbon This regulatory process was initiated dioxide reduction goals in their by the EPA through the issuance of respective SIP’s. It is important to note guidelines that states can use in that these four Building Blocks are not adopting their respective SIP’s for considered to be the exclusive means achieving emission reductions for to achieve these goals; rather they greenhouse gas emissions. The states are the EPA recommended strategies can use these guidelines as “roadmap” for states to consider. The four EPA for how the state plans to meet the recommended Building Blocks for EPA targeted emission reductions for reducing carbon dioxide emissions EGU’s in that state by the compliance from coal fired EGU’s are: deadline of 2030. 1. Improving the emission rate of Generally speaking, the EPA has carbon dioxide emissions from the established a targeted goal of 30 covered facility. percent reduction of greenhouse gas 2. Increasing the use of existing emissions from the coal fired EGU natural gas fired combustion sector by 2030 compared to total EGU’s. emissions reported in 2012 for this sector. The EPA’s goals are expressed 3. Reducing carbon dioxide emissions as emission rates specifying numerical from coal fired EGU’s by expanding pounds of carbon dioxide emitted for the use of low carbon renewable each unit of electricity generated (here energy generating units. the unit is megawatt/hour (“MWh”)). 4. Expanding the use of demand side Each state is provided authority under energy efficiency programs for EGU the rule to convert this emission rate customers. goal to a total tons of CO2 emitted goal for all coal fired EGU’s in the state. The EPA described how these four Building Blocks would contribute to Each state is assigned a specific achieving the overall stated goals for goal for achieving emission rates for each state. For purposes of Wisconsin, carbon dioxide from the combined the EPA has recommended an coal fired EGU sector in that state increase in renewable energy goals by the targeted deadline of 2030. as a percentage of existing base load Wisconsin is assigned an emission rate generation to 11%. of 1,203 pounds of CO2 per MWh. This represents an approximate 30 percent With respect to the demand side reduction in emission rates for coal management Building Block, the fired EGU’s to achieve in Wisconsin by EPA has established recommended 2030. targets of 1.5% and 1.0% saving Continued on next page

30 April 2015 • Taking Care of Business • WASBO.com

Wisconsin School Districts Should Plan Now for the Clean Power Plan Continued from previous page

targets for Wisconsin under the energy efficiency building block. These saving targets would result in an estimated cumulative annual electricity savings of 11.8% by 2029 and 6.2% by 2024, respectively for Wisconsin. Wisconsin has broad authority to determine how it will achieve the 30% reduction target for coal fired EGU’s in the state and it is not limited to these Building Blocks when it submits its SIP to the EPA on or before the June, 2016 deadline. The challenge for the Department of Natural Resources (DNR) in preparing these implementation plans are many; not the least of which is that many of the practices underlying the renewable energy and energy efficiency Building Blocks are regulated by and under the jurisdiction of the Public Service Commission.

IV. Strategies for Wisconsin School Districts Wisconsin school districts considering renewable energy and energy efficiency projects should consider the potential implications of the Clean Power Plan. Here are some strategies to consider now for renewable energy and energy efficient projects that are under consideration: 1. Retroactive Carbon Dioxide Reductions. The Clean Power Plan will allow credits for reductions of carbon dioxide emissions for new building efficiency and renewable energy projects installed after June, 2014. School districts who have installed projects should consider the future carbon dioxide emission reduction values for such reductions that may apply to such post-June, 2014 projects. 2. Advocacy for Carbon Dioxide Reductions for Renewable Energy. It is not clear what types of renewable energy projects will qualify for carbon dioxide emission reductions under the

Clean Power Plan. School districts should be advocating for rights to own and sell such reductions in developing state plans for renewable energy projects. School districts incorporating combined heat and power (“CHP”) projects should advocate for the inclusion of the thermal energy component as well as the electricity generating component for calculating carbon dioxide reductions associated with energy production for such CHP facilities. 3. Reliable Quantification for Renewable Energy (“RE”) / Energy Efficiency (“EE”) Projects. The Clean Power Plan will require states to provide reliable systems to estimate the carbon dioxide emission reductions associated with RE and EE projects. School districts involved in the planning for these projects should use the most reliable methods to estimate reductions attributable to the project in order to capture the maximum future value for these projects under the Clean Power Plan. 4. Who has the Rights for Carbon Dioxide Reduction for Qualified RE/EE Projects? Until Wisconsin adopts a SIP and it is approved by the EPA, it is not clear which parties have the right to claim the value of CO2 reductions and whether such reductions are tradable to the State or the utilities to meet Clean Power Plan mandatory CO2 reduction targets. Until regulatory clarity is afforded parties to RE/EE projects, schools who are parties to these projects should make it clear in their RE/EE project contracts that the schools retain value attributed to such CO2 reductions that may be recognized in the future from these projects. 5. Verification and Modeling. The proposed Clean Power Plan allows carbon reduction credits

to count to meet the 30 percent reduction goal if qualified, carbon reducing energy projects (e.g., energy efficiency upgrades) are installed post June, 2014. The Plan also requires that any CO2 reductions associated with such project must be “real and verified”. It is recommended that schools, who are considering contracting for such energy efficiency projects engage a proper professional to quantify such CO2 reduction associated with such projects. Such verification modeling will be a necessary requirement to preserve any future value that may be associated with such CO2 reductions. 6. Interested Party Review and Comments. The state of Wisconsin will be entering a very important phase of developing the components of its SIP that will be required for the Clean Power Plan. It is certain that both the DNR and PSC will be soliciting comments as to the manner and methods for which RE/EE projects will be considered as part of the Building Blocks under the Wisconsin SIP. Advocates for RE/EE projects should be vigilant to comment on proposed strategies to be considered by these agencies over the course of next year to maximize value for the contracting parties involved in such projects in this state. The DNR and PSC will also likely seek comment as to whether trading or quantifiable emission reductions generated by qualified RE/EE projects should be part of Wisconsin’s SIP. Trading of emission credits could be another potential enormous value attribute for such qualified RE/EE projects. Contracting parties to such projects need to be heard on this topic with the DNR and PSC in their development of these policy topics. Continued on page 34

April 2015 • Taking Care of Business • WASBO.com

Why Sustainability Makes Good Economic Sense By Tim Cole, Sustainability Officer, Virginia Beach City Public Schools, Virginia Beach, VA

n the film The Matrix, the hero is given the following choice: “You take the blue pill, the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill—you stay in Wonderland and I show you how deep the rabbit hole goes.”

sustainability becomes another vehicle for engaging students in issues that are larger than themselves.

Taking a Holistic Approach

What began as a desire to build new schools that addressed indoor air quality, natural daylight, and the For more than a decade, Virginia Beach building as a teaching tool has evolved into a more holistic, division-wide City Public Schools (VBCPS) has been methodically navigating the rabbit hole approach. The following three goals as it moves toward an educational and define that approach in VBCPS: operational model that embraces the • Develop a sustainable building triple bottom line of social, economic, infrastructure. and environmental effects when • Integrate sustainable practices measuring profit and loss. throughout the school division. How does a school division with • Educate the public about approximately 70,000 students and sustainability. VBCPS addresses 15,000 employees, located in a city the building environment and that researchers have identified as infrastructure by ensuring that the third-most conservative city in the all its buildings, whether new or country (Tausanovitch and C. Warshaw modernized, meet the Leadership 2014), become one of the “greenest” in Energy and Environmental school divisions in the country? It’s Design (LEED) criteria defined by simple: we realize it’s the smart way to the U.S. Green Building Council. run a business. VBCPS has completed 8 LEED projects to date; the ninth LEED Defining Sustainability project is under construction, and In 1987, the World Commission on the tenth is in the design phase. Environment and Development defined The completed projects include sustainability as “meeting the needs one basic LEED certification, two of the present without compromising LEED Silver, three LEED Gold, and the ability of future generations to two LEED Platinum projects. meet their own needs.” The definition The division constructs new buildings of sustainability expanded in 1994 when British consultant John Elkington using LEED criteria; the existing coined the phrase “triple bottom line,” infrastructure is addressed through which includes three divisions: people, Energy Star and performance contract work. A representative from each planet, and profit or the “three pillars administrative department was of sustainability.” selected to serve on the Sustainable The sustainability model referred Schools Committee (SSC) to help to most often in VBCPS is the one integrate sustainable practices developed by Mohan Munasinghe, across the school division. The SSC economist and vice-chair of the is responsible for implementing and Intergovernmental Panel on Cli- mate monitoring sustainability practices Change. Munasinghe identifies within each department and across specific concepts relative to each leg the division. Examples of sustainable of the triple bottom line, concepts practices include a no-idle policy such as resiliency, empowerment, (Transportation Department), and inclusion, which are important sustainable cleaning practices to all school districts. In that context, 32 April 2015 • Taking Care of Business • WASBO.com

(Custodial Services), local food purchases (Food Services), and a division-wide emissions reduction plan that includes all departments. The money that the division saves and the emissions that are reduced as a result of the first two goals are important, but the educational component is what determines whether we are truly preparing students for the 21st century. Each school has a sustainable school liaison who acts as a conduit between the school and the SSC to help implement such programs as outdoor teaching gardens, environmental clubs, and partnerships with third-party groups that specialize in watershed quality issues, such as the Chesapeake Bay Foundation and Lynnhaven River Now.

Metrics Are Important The construction, operation, and maintenance of a building portfolio are challenges that every school division faces. VBCPS has experienced the same budgetary struggles as many of its peer districts when it comes to its operations versus the capital program. The current strategy of robbing Peter to pay Paul is reflected in the capital improvement revenue that decreased from $61 million in 2006–07 to $34.6 million in 2014–15. In a state where the lottery was introduced as a vehicle to fund public education—and where lottery proceeds for nearly a decade funded $12 million to $14 million annually in construction needs—zero lottery dollars are currently allocated for capital construction. Since 1998, VBCPS has spent $620 million to modernize or replace 31 of the 92 buildings that are currently in its inventory. If two buildings are modernized each year, it will take 50 years to modernize the entire inventory. Unfortunately, budget constraints have slowed the modernization schedule to one building every two years. At this Continued on next page

Why Sustainability Makes Good Economic Sense Continued from previous page

stage, most school divisions are simply reacting to emergencies like leaking roofs and broken heating, ventilation, and air-conditioning (HVAC) systems. In Virginia Beach, 23 schools have HVAC systems that are at the end of their life cycles. In current dollars, that amounts to $85 million for HVAC work alone. Fortunately, for the past 11 years, VBCPS has been moving in a direction that eased the transition to tough economic times. Last year, the school division spent approximately $17 million on utilities. By constructing new buildings according to LEED criteria and focusing on Energy Star and performance contract work for HVAC and lighting in existing buildings, VBCPS has reduced energy costs. Since 2006, the school division has increased in square footage by 9%—to 10.6 million square feet. At the same time, energy use per square foot has decreased by 21%. It is a common misconception that LEED buildings cost more to construct than traditional schools. That has not been the case for VBCPS. The cost of each LEED building constructed in Virginia Beach is compared with School Planning & Management’s Annual School Construction Report. That report lists average square-foot costs for elementary, middle, and high schools in their respective regions. When compared with construction costs in Region 3 (which includes Delaware, the District of Columbia, Maryland, Virginia, and West Virginia), all eight completed LEED projects in VBCPS have been built for less than the regional average. (It is worth noting that most of the comparative schools throughout the region are non-LEED buildings.) LEED buildings cost less to operate as well. VBCPS’s LEED buildings, by conservative estimates, produce $670,000 in cost avoidance each year. In addition, since 2008, $14 million has been spent on performance contract work. That work resulted in

The importance of environmental sustainability is highlighted throughout Virginia Beach City Schools. $1.8 million in cost avoidance last year and is expected to grow each year. The first goal addresses the built environment, but the way departments address sustainability can have a significant effect on the bottom line as well. For instance, implementing a no-idle policy for a fleet of more than 700 school buses adds up quickly. VBCPS estimates at least $50,000 per year in savings from that program. When you combine transportation initiatives with custodial services programs like team cleaning practices (where night custodians turn on the lights only in areas where they are working), automated menus in food services, revised delivery schedules with distribution services, double-sided copying policies, removal of personal appliances from buildings, and holiday setbacks for HVAC controls, it all adds up to reduce operation costs by millions of dollars each year. There are also metrics that do not translate as obviously to financial savings. For example, Hermitage Elementary School was the first LEED building constructed in Virginia Beach.

It was also the first LEED elementary school in Virginia. When the local news station interviewed the school nurse several years after the school opened, she shared that students and staff experienced a number of respiratoryrelated emergencies in the old building each year. They have had none since moving into the new building. A local school board member who had an asthmatic daughter at the school noted that her daughter had no asthmarelated issues in the new building. A number of national studies address the positive effect of the built environment on test scores, including one published by the McGraw-Hill Research Foundation (Baker and Bernstein 2012). The data will need to be studied over time before a conclusive determination can be made in VBCPS.

Thinking Big, Starting Small Politics aside, it makes good business sense for school divisions to take a holistic approach to sustainability initiatives. If a school division can Continued on next page

April 2015 • Taking Care of Business • WASBO.com

Wisconsin School Districts Should Plan Now for the Clean Power Plan Continued from page 31

V. Parting Thoughts The state is entering into one of the most significant policy periods to develop strategies for complying with the Clean Power Plan. School districts must create and take advantage of opportunities to get involved in the formulation of state policy to maximize opportunities and mitigate risks for mandated CO2 emission reductions in Wisconsin for Wisconsin electrical customers like school districts. In addition, school districts that are considering RE/EE projects need to consider the future impacts of the Clean Power Plan in their contractual negotiations with contracting parties in these projects. We live in interesting times! v For more information concerning the Clean Power Plan and what your school district should be doing now, contact the authors, Art Harrington at 414-273-3500 or ajharrin@ gklaw.com or Jon Anderson at 608-257-3911 or [emailprotected].

Pest Management Continuing Ed Offered

everal new continuing education courses at Madison College campuses offer buildings and grounds employees the opportunity to become or remain in compliance with the State of Wisconsin regulations for pesticide applicator certification and NR151 Nutrient Management Plans involving larger scale turf areas such as athletic fields and school grounds. Courses include Horticultural Pest Management, Woody Plant Pruning

& Management, Soils & Fertilizers Intro, and Soils & Fertilizers Advanced. The Soils & Fertilizers Advanced course will be offered April 21 from 1-4 pm at the Reedsburg (class #65622) and Truax (class #65623) campuses. Cost is $59 per class. To register, call 608.258.2301 ext 2 or toll-free 855.473.2301. Questions? Contact instructor Richard Miller at rlmiller3@ madisoncollege.edu. v

Why Sustainability Makes Good Economic Sense Continued from previous page

significantly reduce its operation and maintenance budget, improve student and staff health, and improve test scores while preparing students to face the complexities of the 21st century, we should be promoting that news at every opportunity. All it takes is a willingness to think big, start small, and act now. Who knows—you may find that the rabbit hole is not such a scary place after all. v

To learn more, visit VBCPS’s Sustainable Schools web page (www.vbschools.com/ SustainableSchools). This article originally appeared in the March 2015 School Business Affairs magazine and is reprinted with permission of the Association of School Business Officials International (ASBO). The text herein does not necessarily represent the views or policies of ASBO International, and use of this imprint does not imply any endorsem*nt or recognition by ASBO International and its officers or affiliates.

Is your WASBO membership up to date?

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34 April 2015 • Taking Care of Business • WASBO.com

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Criticism By Don Mrdjenovich, Retired WASBO Executive Director

hile escaping winter down south, I tried to take a walk as often as I could. My turn around point was a Don small Baptist Church. I enjoyed reading its Mrdjenovich outdoor message board which always gave me something to think about on my return trip. This one caused me to dig deeper into its meaning: “Carve praise in stone. Write criticism in sand.” I can’t cite its origin, but regardless the source, it wasn’t an admonition, but more of a kindly message. My first thought was that we should use this as a guide in our personal relationships. I also thought it held a special significance for those in supervisory or leadership roles. Obviously, it is appropriate for both. Criticism is helpful if it is delivered in a context that is corrective. I recall one of Carl Sandberg poems which said something to the effect that, “harsh words march off in jack boots and can’t be called back.” Praise is probably used more sparingly in human interaction so as not to reduce its sincerity. Criticism of a helpful nature is welcomed if it is perceived to be meant in that way. Negative or demeaning criticism will most often be met with resentment or seen as a personal attack. If delivered with a helpful motive, it will be written in sand and erased when its purpose has been accomplished.

Nominations Being Accepted for WSSCA’s School Safety Coordinator of the Year Award

he Wisconsin School Safety Coordinators Association is accepting nominations for its 2016 School Safety Coordinator of the Year Award through Dec. 1, 2015. The winner receives $1,000, underwritten by cosponsor Community Insurance Corporation, to use towards their school district’s safety program. In addition, the winner receives a one-year membership to WSSCA and complimentary registration to the WSSCA’s Spring Conference for the winner and one other person from their district. The 2015 School Safety Coordinator of the Year is Gary Siegman, Director of Buildings and Grounds for Whitefish Bay School District. Gary is involved with WASBO as well as WSSCA. Nominees for the award must be WSSCA members in good standing, and demonstrate recent, noteworthy efforts and accomplishments in the field of school safety. Additional information about the award, along with a nomination form, is available at www.wssca.org/ awards.php. v

With a mile left in my walk, it dawned on me that the message may have a dual meaning, one pertaining to the person delivering the criticism and the one on the receiving end. Since we have all been on the receiving end of both warranted and unwarranted criticism, I think the message is to not let the unwarranted get you down. Let it be like sand that you wipe away. If it wasn’t intended to improve you as a person or employee, don’t allow it to get you down. Everything we do can and will attract some critics. Those of you in leadership roles know that any plan, directive or decision will attract critics. You may be well intentioned and sincerely motivated, but your actions may be misunderstood or affect individuals in unexpected ways. It goes with the territory when you supervise or lead. Don’t take it personally. Expect it, deal with it and don’t take it home with you. If you are trying to get things done you will have critics. As the late Joe Peck said, “The higher up the tree you go the more of your a— that shows and the greater the temptation to kick it.” Consider that as you take on more responsibility or assume a leadership position. Finally, when you get to be my age, you’ve forgotten most of your critics and some may even become your friends. v

April 2015 • Taking Care of Business • WASBO.com

WISCONSIN

WASBO Certified School Risk Managers Program

CSRM Designation Series

Who Should Attend?

Spring classes at the Holiday Inn at The American Center, Madison, WI Fall classes at the WI School Leadership Center, Madison

Fundamentals of Risk Management Sept. 23, 2015

M CSR te a d p U it Cred le! a l i b Ava

Handling School Risks Sept. 24, 2015

Funding School Risks

April 29 or Nov. 11, 2015

Measuring School Risks

April 30 or Nov. 12, 2015

Administering School Risks

Online classes offered. Viterbo University graduate credit available.

Risk managers, business managers, safety personnel, HR personnel, insurance providers and agents who work in school risk management.

School Safety from A to Z June 25, 2015 • Holiday Inn at The American Center, Madison, WI WI Workers’ Compensation Specialist Course Dec. 10, 2015 • WI School Leadership Center, Madison, WI Anyone is eligible to attend these classes. CSRMs and CISRs will receive update credit for their designations for attending. Curriculum & National Designation provided by

June 24 or Dec. 9, 2015

Training to Protect Your School District.

Payment Solutions for Schools! Online Lunch and Other Payments Mobile/Text Pay In-Person Credit or Debit Card e-Check and Cash www.efundsforschools.com

Products & Services       

Online Payments Cash Tracker Check Processing Sports Pass Mobile Pay Tuition Payments School Store

     

Summer School Fall Registration Textbook Rental Activity Registration Mobile Pay In-Person Credit Card Payments

36 April 2015 • Taking Care of Business • WASBO.com

Solutions     

Cost Control Full Compliance Risk Management Single Source Solution Increase Fund Raising

PCI Compliant Free to the School

For More information: Contact Richard Waelti Phone: 262-377-8306 [emailprotected]

CSRM Program Celebrates 10 Years of Excellence in School Risk Management Education

he National Alliance has announced that the Certified School Risk Managers Program (CSRM) is celebrating the 10th Anniversary of its founding in 2005. In 2013, WASBO became the second organization licensed to conduct the CSRM program. Highlights of CSRM’s first decade: • The first course was offered on January 20, 2005 in San Antonio, TX with an attendance of 11.

support and expert faculty was provided by agencies and carriers experienced in school exposures and coverages. • Open enrollment and in-house courses were conducted in 19 states. • Currently, the program has over 2,100 participants and 650 designees.

A traditional part of the organization’s history is its commitment to raising • In 2007, Reginna Agee, Tim Sanz, the level of school awareness and and Larry Helgesen were the first planning for often unrecognized to earn the CSRM designation. risks and exposures. In the spirit of giving back to the industry, CSRM has • CSRM was highlighted at made available five special course numerous trade shows and conferences all around the country, scholarships that first-time participants may apply for through the National including ASBO International Alliance website at www.scic.com/ and the National School Boards courses/CSRM/csrm_scholarships. Association. • Self-paced CSRM online education was introduced in 2007. • Promotional and logistical

CSRM is a career-building designation program for school personnel responsible for the risk management

function. The top practitioners and leaders in the field headline the CSRM faculty. Candidates for the prestigious CSRM designation complete five intensive one-day courses that guide them through the risk management process, emphasizing practice over theory. WASBO offers the designation series every spring and fall. Upcoming dates are listed on page 36. These courses include: • Fundamentals of Risk Management • Handling School Risks • Measuring School Risks • Funding School Risks • Administering School Risks In addition, special sessions on risk management topics are offered for CSRM update credit and as general interest courses. School Safety from A to Z is scheduled for June 25 in Madison, and Wisconsin Workers’ Compensation Specialist Course will be held Dec. 10 in Madison. v

WHEN THEY PLAN.

SCHOOLS DON’T

WHEN THEY PREVENT LOSS. WHEN THEY CONTROL RISKS.

Risk management courses designed for schools Certified School Risk Managers (CSRM) is a five-part designation program designed for personnel responsible for school risk management. These courses help schools protect budgets and save money, by preventing loss and controlling risk.

Classroom and online courses:

• Fundamentals of Risk Management • Handling School Risks • Measuring School Risks • Funding School Risks • Administering School Risks

www.WASBO.com/riskmanagement or 608-249-8588

April 2015 • Taking Care of Business • WASBO.com

Report Offers Teacher Salary Redesign Lessons from 10 First-Mover Districts

ebates on how to compensate teachers fairly have ensued for some time, leading many districts to rethink teacher compensation plans.

A recent report from the Center for American Progress, “Do More, Add More, Earn More: Teacher Salary Redesign Lessons from 10 First-Mover Districts” discusses the evolution in 10 American districts in different stages of compensation reform. The districts vary in location, size, governance structure, and student academic performance, demonstrating that regardless of context, districts can find ways to improve compensation plans.

6. Emphasize extra pay vs. small bonuses for effectiveness and career pathways. 7. Accelerate the timeline to earning the maximum salary. 8. Allow teachers to opt-in to new compensation systems within a set timeframe. Districts are encouraged to keep these elements in mind, keeping at the forefront the end goal of teacher compensation reform: improving a district’s ability to attract, retain, and leverage high-performing teachers that will continually improve student performance.

The 10 districts studies included: Although they didn’t make changes to each component, these “first-mover” districts considered the following • Baltimore City, MD elements in their approach to redesign compensation: base • Denver, CO salary; teacher effectiveness; speed of salary growth; career • Douglas County, CO pathway opportunities; incentives for hard-to-staff schools • Harrison School District 2, CO and positions; bonuses, rewards, and recognition; and opt• Hillsborough County, FL in timeframe. • Lawrence, MA Based on the authors’ analysis, the report offers eight best • New Haven, CT practices to districts that plan to engage in compensation • Pittsburgh, PA reform: • Putnam County, TN • Washington, DC 1. Differentiate compensation based on roles and responsibilities. The full report is available at www.erstrategies.org/cms/ 2. Set starting salaries to meet market demand.

files/2450-do-more-add-more-earn-more.pdf. v

3. Align teacher compensation redesign with fair and proven teacher evaluation systems. 4. Shift pay away from years of experience and advanceddegree attainment. 5. Use compensation incentives to attract highly effective teachers to hard-to-staff schools, districts, and subjects.

“

Progress for black Americans depends on good schools because education is the last great equalizer.”

~ Alphonso Jackson

38 April 2015 • Taking Care of Business • WASBO.com

Service Affiliate Checklist

• Sponsorship Opportunities - contact Áine at [emailprotected]: • Custodial & Maintenance Conferences • New School Administrator & Support Staff Conference • Fall Conference • Call for Presentations due May 19 • WASBO/WASPA School Personnel Academy • Taking Care of Business Articles due May 15 for June issue - send to [emailprotected]. • Advertise in Taking Care of Business - contact Áine at [emailprotected]. • Update your profile and communication preferences at WASBO.com. • Join a WASBO Committee.

Blood Drive During WASBO Spring Conference

n only about an hour, volunteer blood donors can help save lives and feel instant gratification. If you are coming to the WASBO Spring Conference, you have the opportunity to make a difference in someone’s life! The WASBO Spring Conference Blood Drive will be held: Thursday, May 14, from 9 am – 2 pm Madison Marriott West, 1313 John Q Hammons Drive, Middleton

Say "Yes" to Dual Benefits

How to donate blood

When you renew with your affiliate ASBO, check the box for ASBO

Simply download the American Red Cross Blood Donor App, visit redcrossblood.org or call 1-800-RED CROSS (1-800-7332767) to make an appointment or for more information. All blood types are needed to ensure a reliable supply for patients. A blood donor card, driver’s license or two other forms of identification are required at check-in. Individuals who are 17 years of age, weigh at least 110 pounds and are in generally good health may be eligible to donate blood. High school students and other donors 18 years of age and younger also have to meet certain height and weight requirements. v

in both organizations—doubling the tools, resources, and colleagues

International Membership. With one payment, you can participate you can call on to help you in your everyday responsibilities. Together, we can effectively manage resources to give every child the power of education.

help d fewer staff, the eless. an es ti li bi si on sp ng re p is pric With the increasi I gain through ASBO mem(MbeN)rshi at Schools ar Lake Area and expertise thRS BA, White Be on Sr., Peter Willcox

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Qualified Zone Academy Bonds By Dr. Art Stellar, AASA Life Member, Vice-President, National Education Foundation

he Qualified Zone Academy Bonds (QZAB) program has been in existence for 15 years, yet most superintendents know little about it. Therefore, in some states, these bond funds go unused year after year until they run out of time and essentially evaporate. The intent of this short piece is to outline the basics and show where more information can be obtained. Let’s begin to unravel this secret funding source which is a great way to secure funds for improving schools and student achievement.

out-of-pocket expenses. Every school district has some need to fix or enhance a building, to purchase equipment or technology, or to conserve on energy. QZAB academies can significantly help raise student achievement when used appropriately. Staff morale and community pride can become better when such matters are addressed with QZAB.

The QZAB program is administered by states, almost always by the state department of education and usually in the facilities division. An exception QZAB was created by Congress in is Tennessee, which has not accepted the late 1990s. It began as a means any QZAB applications in years despite to address the renovation (not new having $18 million presently just construction) of school facilities; sitting on the shelf. Some states have however, it evolved into something altered the regulations or procedures more comprehensive. Those were for applying; therefore, it is important the days when Congress actually to identify the state regulations and compromised to pass legislation so application process prior to making the what was originally a no interest bond actual decision to apply. Occasionally, concept for schools with 35% or more these state level modifications suggest free/reduced meal students morphed why a particular state does not utilize to include renovations, equipment, their QZAB funds. Some states set technology, and energy conservation. deadlines, while many states accept The organization or individual who buys applications until the money runs out. the bonds receives a predetermined Congress typically authorizes QZAB Federal tax credit which is usually set every other year for two years at a for 20 years. time. The allocation has been $400 The most significant changes were to million per year. Each yearly allocation add requirements that schools had to is available for three years. Therefore, include a partner who would match at times there can be over a billion 10% of the QZAB bond amount as a dollars available nationally. Each state private contribution and that partner receives an allocation based upon the along with school personnel design poverty level in that state. Currently, and implement a NEW academy. These there is roughly $450 million nationally two requirements have caused some still available. Reauthorization by superintendents to shy away from Congress for future years might hinge QZAB or created some angst by others on school districts using more of the when audited by the IRS. Yet, these already available QZAB funds. requirements are relatively easy to The main attraction to QZAB is the comply with as long as schools find a fact that the bonds are at no interest legitimate match partner as described (although depending upon market below. rates for bonds, some banks charge QZAB is a great program for a fee for purchasing or selling these superintendents to use to upgrade bonds) for the school district. Only facilities, save money and improve the principal has to be repaid over student achievement without any 20 to 25 years. When compared to 40 April 2015 • Taking Care of Business • WASBO.com

conventional bonds with an interest rate; school districts and taxpayers can save millions by Dr. Art Stellar using QZAB. Some savvy superintendents get approval for QZAB bonds prior to or immediately after a public bond issue to save millions of dollars in interest. The public vote on the bond issue, usually on property taxes, provides a means for paying the principal on a large QZAB. Obtaining approval before a public vote gives a superintendent another rationale for convincing the public to support the bond issue at the ballot box, i.e., by gaining state approval for no interest QZAB in advance, the taxpayers are saving millions of dollars! Other savvy superintendents identify projects that meet the QZAB requirements which will save the school district money in regular or capital budgets. The most typical projects are related to energy conservation or renewable energy. Utility cost savings cover the bond payments always in less years than the bonds extend. For example, it might take five years of energy savings to completely pay off a 20 year bond; hence, a superintendent could then pay off the bonds or continue using the money as a free loan. Of course, the required 10% match is something to tout with board members, staff, and the public. Since a school district can apply for up to $30 million per year in QZAB, this match is worth $3 million as a contribution on top of the QZAB amount. It could be even more, as the National Education Foundation will contribute up to 50% or, in the case of a $30 million QZAB, another $15 million. There are instances where superintendents or school districts have gotten in trouble when trying to Continued on next page

Qualified Zone Academy Bonds Continued from previous page

cut corners with QZAB. There are three main areas where unfavorable IRS audits have suspended QZAB projects or compelled immediate repayment or produced negative press. As the IRS has become more familiar with QZAB, the regulations should be followed without attempts to skirt the rules. The first and main potential problem is not having a legitimate match partner. Unfortunately, there are vendors who offer a fake match as an enticement to purchase something else from them. Legally, the match has to have a dollar value of at least 10 percent of the QZAB in cash or goods and services with documented value below the marketplace. According to the QZAB regulations in most states, the match requirement can be met in other ways such as using volunteers. However, this necessitates the establishment of a market place hourly rate consistent with the type of work performed and the skills/experience of each volunteer, along with an accounting of the number of hours contributed. To be safe using volunteers, this should be a new volunteer program and, of course, it has to be directly linked with the academy which also has to be new.

unwanted questions. It is just as easy to work with a partner to create a viable academy that increases student learning.

requests. School districts have nothing to lose by applying for QZAB.

The most difficult or time consuming matter connected with QZAB is The third potential problem is signing deciding how to spend the money. on with a vendor who promises to get The applications are generally simple. the bonds sold for two percent of the The key may be finding a comfortable QZAB bond proceeds and who implies match partner who can help a district that nothing else is necessary (like the produce a successful application and, match or academy). QZAB does include more importantly, help implement a a provision that up to two percent of a successful academy for students, while state approved QZAB can be used for upgrading the school environment. issuance costs. However, unless the Summary of Qualified Zone QZAB is for a small amount, a school Academy Bonds (QZAB) district should not have to pay the full two percent for a bond attorney, • Eligibility for a school or district is financial advisor, or any bank fees. projected minimum of 35% free/ (Some districts have no noticeable reduced lunch students. issuance costs.) • NO INTEREST bonds for up to 25 School districts are well advised to do years business with partners who push to • Annual limit per application is $30 live up to all QZAB requirements and million – some states have lower have a positive track record with the limits IRS.

• Expenditures can include As an example, the nonprofit National renovations, equipment, Education Foundation (NEF), is technology, energy conservation, an established match contributor academic academy, and issuance according to the IRS and a solid costs of 2%. partner with many school districts in helping raise student achievement. The • Funds still available in most states Foundation guides superintendents • Approval is granted by each state through the entire process including with unique applications The second possible problem is that a successful application process QZAB requires a NEW academy be and implementation of a quality • Local School Board approval to established with the match partner academy. Academies or professional submit is only required in some as a public/private partnership. The development and training are also states academy does NOT have to be a available for staff and parents. NIF will • A new academic academy separate school or program. However, recommend credible bond attorneys, designed to better prepare it does have to be designed with the financial advisors and banks. This students for the rigors of college match partner to address the rigorous is an example of the kind of QZAB and/or the workforce is necessary. demands of college and the workplace. match partner superintendents should There is also some emphasis upon consider. • A legitimate 10% match partner improving graduation rates with STEM is mandatory who collaborates School districts have three years to as the theme of the academy which with the establishment of a new spend all of their QZAB dollars when nearly a criteria in some states for academy is also necessary. v the bonds are sold. It is possible to approval. A red flag would be calling have that timeline extended. There For more information, contact Art Stellar at an old program an academy or citing [emailprotected] or 828-764-1785. are cases where school districts a new reading curriculum as an have returned some QZAB dollars academy when that curriculum was as unneeded. Most states do not going to be used anyway. Deviations impose limits on the amounts of QZAB from the spirit of QZAB may bring

April 2015 • Taking Care of Business • WASBO.com

Book Review

Talk Less, Say More Authored by Connie Dieken Review by Orvin R. Clark, EdD, RSBA, Chair, Graduate Council, Educational Leadership Department, University of Wisconsin - Superior

Habit 3 – CONVINCE: Managing Action

alk Less, Say More by Connie Dieken, is an author, former broadcast journalist, keynote speaker and executive communication coach. She spent 20 years as a television journalist for ABC and NBC, earning five Emmy awards, two Telly awards and induction into the Radio/ Television Broadcasters Hall of Fame. She is founder and President of onPoint Communication. Talk Less, Say More is 176 pages in length, organized in 12 chapters. The subtitle is 3 Habits to Influence Others and Make Things Happen. The book lays out a 3-step method to master the core leadership skill of influence. The three habits are CONNECT (Managing Attention), CONVEY (Managing Information), CONVINCE (Managing Action). Each habit provides a series of issues, lessons, tips and action plans for improvement.

Orvin R. Clark, EdD, RSBA

Create Commitment to Influence Decisions, Actions, Results

• Learn 10 Signs You May Be a Weak Convincer

• Earn Commitment to Manage Action

• Convincing Prevents Delays and Inactivity

Habit 2 – CONVEY: Managing Information

• What Could I Improve? üüStrategy 1 - Sound Decisive üüStrategy 2 - Transfer Ownership üüStrategy 3 - Adjust Your Energy

Read the book; your performance and Use Portion Control to get Your Points personal ratings can soar by taking Across with Clarity, Not Confusion three simple, incremental steps – • Learn 10 Signs You May Be a Weak Connect, Convey, Convince. These steps correspond to the three biggest Conveyor communication challenges facing • Create Clarity, Not Information leaders today: Overload with Messages • Com-mu-ni-clut-ter-n. Information 1. Getting people’s attention in a Habit 1 – CONNECT: Managing overload Caused By Being distraction-driven world, Bombarded Attention 2. Cutting through information • Biggest Blunder: Data Dumping Give People What They Want and overload so others are crystal-clear • What Could I Improve? Value So They’ll Tune In on what you want or what you offer ü ü Strategy 1 The Eyes Trump and • Learn 10 Signs You May Be A Weak the Ears 3. Moving people to commit to action Connector üüStrategy 2 - Talk in Triplets: when they’re being pulled in so • Fully Focus on their Needs The World’s Most Powerful many other directions. v • Biggest Blunders: Self-Absorption Number (3) and Aimless Schmoozing Example: Education • What Could I Improve? ○○ 3 R’s - Reading, Riting, üüStrategy 1 - Stay in Their ‘Rithmetic Moment: Be Fully Present ○ ○ Elementary, Middle, High üüStrategy 2 - Frontload: First School Things First ○ ○ Bachelor’s, Master’s, PhD üüStrategy 3 - Goldilocks Candor: ü ü Strategy 3 - Tell Stories Get Ready to Rumble Stories Inspire and Inform; Smart Stories have a Longer Shelf Life Than Mind-Numbing Facts

42 April 2015 • Taking Care of Business • WASBO.com

50 million graduates would donate to their high school if asked. We can help you get organized Alumni Nations helps you to grow strong, sustainable connections with your graduates and community, providing a lifetime of support. These connections provide advocacy, talent, and funding opportunities. .

An Active Alumni Program for Public Schools o Engages Supporters- we help you find, connect and engage graduates o Enhances Revenue – through donations and proceeds from fundraising purchases o Expands Resources – through volunteers, mentors, and community connections

An Alumni Nation–Building System for Public Schools o Strategy development o Volunteer recruitment and training o Communication planning o Customized Website and engagement tools o Revenue generators-online store and donations o On-going support

Bluejay Nation

Pirate Nation

Start Your Alumni Nation Today! Your Nation Here!

Contact: Contact: Dave Van Spankeren CESA 6 (920) 236-0518 [emailprotected] April 2015 • Taking Care of Business • WASBO.com

Highlights

WASBO Accounting Conference March 11-12, Madison Marriott West

his year’s Accounting Conference, held at the Marriott Madison West in Middleton, drew 417 attendees from around the state. More than 70 school district personnel registered for the p-Card Users Group, which took place on March 10, immediately prior to the conference. A total 59 speakers shared their expertise at 39 sessions — breakouts and keynotes. Attendees commented on the information presented at the conference: “With the budget looming the way it is, it is always good to hear how others are fairing in the same predicament. Getting ideas and strategies for what is ahead is always helpful.”

RIGHT: Attorney Kelly Kuglitsch of Davis & Kuelthau presented an Affordable Care Act update on Wednesday during the conference.

“DPI’s information is always good; whether it is something new, an overview, or something that does not pertain to you now but could in the future. As regulations and laws change; so does individual budgets and communication regarding the changes both to shareholders and departments.” “I always get valuable information at the WASBO accounting seminar — it is on my don’t miss list.” “The Accounting Conference is ‘practitioner’ level, with hands-on, real world applications. There are sessions for all levels of experience, some new topics are brought up as an introduction, and then there are next-level topics so that we can continue to grow and learn.” Next year’s Accounting Conference will be held at the Marriott on March 16-17, 2016. v

Attendees had opportunities to network as they took in information from nearly 40 different sessions.

LEFT: Attendees learn about their options during the p-Card Users Group on Tuesday, March 10.

44 April 2015 • Taking Care of Business • WASBO.com

Special Thanks to the Sponsors of the WASBO Accounting Conference

Platinum Sponsors

Highlights

WASBO-WCASS-DPI Federal Funding Conference

Feb. 17-18, Kalahari, WI Dells

ver 550 attendees learned how to understand and respond to the latest updates in federal school funding during the WASBO-WCASS-DPI Federal Funding Conference in Wisconsin Dells.

Carl E. Perkins

ESEA

Using Federal Funds to Promote Excellence for All

Equitable Participation

Omni Circular

Attendees had plenty of positive things to say about the presentations by DPI finance team members:

Gold Sponsor

IDEA Funding

Fiscal Management

Allowable Costs

Independent Charter Schools Pupil Transportation

Title I & Title II

Indirect Cost Recovery

Homeless

Maintenance of Effort Qualified Teacher Requirements

WUFAR

“Lots of great information, just in time. The updates on changes from last year were particularly helpful.” “We are very fortunate to have talented and passionate people at DPI. Speakers were well prepared and the content was well presented.” “Excellent...eye opening information! Made us come back to our district and already implement changes.”

Bronze Sponsors

“Every session was beneficial to someone who is new to Title funding. The conference was well organized and the material presented helpful.” “Very relevant topics and very needed by me and my staff. I plan to come back yearly and bring more staff.” The next WASBO-WCASS-DPI Federal Funding Conference will take place at the Kalahari on Feb. 16-17, 2016. v

Special Thanks to our Federal Funding Conference Sponsor

Silver Sponsor

April 2015 • Taking Care of Business • WASBO.com

Welcome New Members • February - March 2015 District Professional Members • Stacy Gaffney, Payroll Specialist, Webster School District

• Kurt Gundlach, Facilities / B&G Director, Marinette School District

• Crystal E. Houman, Administrative Secretary, Webster School District

• Nicole Jones, Principal, School District of New Berlin • Matthew A. Knudtson, CPA, Financial Analyst/Grants

Manager, Janesville School District • Jamie Legreid, Comptroller, Janesville School District • Greg Maroo, Maintenance Operations Supervisor, Oconomowoc Area School District • Susan Schilz, Administrative Assistant, Silver Lake J1 School District • Edward F. Then, Jr., School Business Manager, School District of Crandon

Ken Johnson, 1947-2015

enneth Rasmus Johnson, former Business Manager for Northland Pines School District, passed away March 26 in Rhinelander at the age of 67. Ken had been employed by the Northland Pines district for 19 years, retiring in 1999. He was involved with WASBO for many years. Ken was born on Nov. 11, 1947 in Racine, WI to Glenn and Annie (James) Johnson. He attended schools in Racine, graduating from Racine Lutheran High School in 1965. He then earned his undergraduate degree from UW-La Crosse, and his Master’s Degree from UW-Superior. Ken was a member of Masonic Lodge Cassia #167 in Plymouth, WI and was a Past Master of this Masonic Lodge. He was also a member and Past President of the Northwoods Shrine Club. Ken served as a board member of the Northland Pines Partners, Inc. (an educational foundation) which the annual Ken Johnson Golf Tournament supported. Ken’s retirement time was filled with golf at Northwoods Golf Club, the Rhinelander Country Club and an annual trip to Pahrump, Nevada. He is survived by his wife Jean (Oberklaner), his stepdaughter Christine (Bill) Rudahl, and his father, Glenn. He was preceded in death by his mother, Annie. Visitation for Ken will be held on Tuesday, April 14 from 9-11 AM at the Carlson Funeral Home. A Masonic Service will follow at 11 AM on Tuesday, April 14 at the Carlson Funeral Home. A memorial is being established in Ken’s name and can be directed to his family. You may read the full obituary and leave your private condolences for the Johnson family at www.carlsonfh.com. v 46 April 2015 • Taking Care of Business • WASBO.com

Service Affiliate Members • Aimee Briles, VP, Government Funds, Wintrust Financial

• Laura Dachel, Marketing Specialist, Focus on Energy • Marc DeVries, Director of Government Services, Sikich • Anthony R. Hamilton, Account Manager, Single Path • Bob Hansen, Director of Sales, eznetpay, LLC • Denise M. Larson, WI Sales Executive, Forbo Flooring Systems Inc.

• Daniel Maki, Facility Engineering, Inc. • Jack W. Matzer, President, Zoo Fans • Dan Navin, CenterPoint Energy • Mike Nelson, Vice President, Dashir Management Services, Inc.

• Mike Ress, Omni Technologies, LLC • Jane Ridley, Senior Manager, Standard & Poor’s • John W. Robinson, FSA, FCA, MAAA, President & Chief Actuary, Robinson Associates LLC

• Christopher Saladin, Marketing Manager, Enterprise Systems Group

• Becky Werra, Senior Account Executive, Siemens On the Move • Gary True, from Facilities Services, Marshall, to Assistant Account Director, DTZ, Facilities Management, CUNA

Retirements • Orv Clark, from Chair, Graduate Council, Educational Leadership Department, UW-Superior

Keep us Posted! Retiring? Contact us before you leave so we can update your member type to retired and get your contact information. If you are interested in being added to our interim list, send an email to Woody Wiedenhoeft at [emailprotected].

Changing Districts? Be sure to update your profile at

WASBO.com so you don’t miss any communications. Call 608.249.8588 if you need help.

New to School Business Management? A mentor can help! Find out about WASBO’s mentorship program:

WASBO.com/mentorship

Stay Connected Interim Assignments Exciting Changes for Spring Conference The 2015 WASBO Spring Conference will be held at a new location – the Madison Marriott West in Middleton. Exhibits will be open from 11:50 am - 5:30 pm on Thursday, May 14. Lunch, afternoon breaks, and the Silent Auction & Raffle to benefit WASBO involvement with ASBO International will all be held in the exhibit hall. Silent Auction & Raffle winners will be posted during a networking social from 4:35-5:30 pm in the exhibit hall following sessions. A Blood Drive will take place May 14 from 9 am - 2 pm. The Scholarship Golf Outing will be held at Pleasant View Golf Course, and Bike Tour participants will enjoy the scenic Military Ridge Trail. Hotel accommodations are available at the Madison Marriott West, Comfort Suites and the Holiday Inn Madison West. Go to WASBO.com/spring for complete information.

As school business officials (business managers, bookkeepers, facility directors and other critical positions) take new positions or retire, the districts they depart are left with a void. In addition, many districts are in need of consulting help on project or oversight work. These districts are in need of assistance from interim school business officials until their openings are filled or specific projects are completed. If you would like to be considered, please send a onepage resume and other pertinent details to Woody at [emailprotected].

Network by Participating on a WASBO Committee

Meet professional school colleagues and service affiliates, share ideas, enhance WASBO services and enrich your professional development and that of your peers. Serve on a WASBO committee — you’ll do all that, and more. Find out more at WASBO.com/ committees.

Wiedenhoeft Wins Trophy for WASBO

WASBO Executive Director Woody Wiedenhoeft best predicted the outcome of the NCAA basketball tournament, winning the 2015 Wisconsin School Leadership Center college basketball challenge. Associations at the WSLC at 4797 Hayes Road in Madison competed during March Madness for a traveling trophy and bragging rights. Employees of the Association of Wisconsin School Administrators, Wisconsin Council of Administrators of Special Services, Wisconsin Association of School District Administrators, School Administrators Alliance, and WASBO have the opportunity to enter their predictions each year. No other association has been able to claim the trophy from WASBO since the WSLC contest’s inception. v

Introducing an award winning, hands-on tool to provide an understanding of the variables, stakeholders and nuances of financing Wisconsin’s public schools.

Is your WASBO membership up to date? Log in at WASBO.com, check your profile and update your communication preferences!

Six Components of the Map Process • Visualization or Storyboarding of the Wisconsin Educational System & Complex Systems • Data Connections • Socratic Dialogue & Discovery • Learning Peripherals, Exercises & Simulations • Interaction in Small Group Settings • Trained Facilitation

Potential Audiences Staff Professional Development Board Member Orientations Community Engagement Parent Groups Business Community

For More Information and Pricing www.WASBO.com/ InvestingInSchools

Investing in Wisconsin Public Schools™ presents very targeted and provocative questions on core organization issues, challenging participants to think…often driving each person to address unpleasant but nonetheless vital systemic and environmental realities.

Investing in Wisconsin Public Schools™ was collaboratively developed by

WISCONSIN

Wisconsin Association of School Business Officials

Wisconsin Association of School Boards

Wisconsin School Public Relations Association

Edventures in Learning, Inc.

April 2015 • Taking Care of Business • WASBO.com

48 April 2015 • Taking Care of Business • WASBO.com

Professional Development Spring Conference May 14-15, 2015 - Madison Marriott West, Middleton (Viterbo Credit) Custodial & Maintenance Conferences and Exhibits June 17, 2015 - Kenosha July 8, 2015 - West Salem New School Administrator & Support Staff Conference Aug 12-13, 2015 - Holiday Inn, Stevens Point (Viterbo Credit) Fall Conference Oct 8-9, 2015 - The Osthoff Resort & Conference Center, Elkhart Lake, (Viterbo Credit) ASBO International Annual Meeting & Expo Oct 23-26 , 2015 - Gaylord Texan Resort & Convention Center, Grapevine, TX (Viterbo Credit) Midwest Facility Masters Conference Nov 2-3, 2015 - Kalahari Resort & Conference Center, Wisconsin Dells (Viterbo Credit) Winter at a Glance Dec 1, 2015 - Madison Marriott West WASBO-WASPA School Personnel Academy Dec 2-3, 2015- Madison Marriott West (Viterbo Credit)

Scholarship Fundraisers Spring Golf Outing May 13, 2015 - Pleasant View Golf Course, Middleton Spring Bike Tour May 13, 2015 - Military Ridge State Trail Fall Golf Outing Oct 7, 2015 - Quit Qui Oc Golf Club, Elkhart Lake Fall Bike Tour Oct 7, 2015 - Old Plank Road Trail Certified School Risk Managers (CSRM) Courses (Viterbo Credit) - all courses in Madison Funding School Risks April 29, 2015 or Nov 11, 2015 Measuring School Risks April 30, 2015 or Nov 12, 2015 Administering School Risks June 24, 2015 or Dec 9, 2015 School Safety from A to Z June 25, 2015 Fundamentals of Risk Management Sept 23, 2015 Handling School Risks Sept 23, 2015 WI Workers’ Compensation Specialist Course Dec 10, 2015

Upcoming Events - WASBO.com

WISCONSIN

Wisconsin Association of School Business Officials

4797 Hayes Road, Suite 101 Madison, WI 53704

Buildings & Grounds Group Meetings Coulee Region - First Thursday of the month. Meetings start at 10 am. Milwaukee Metropolitan- Meetings are the third Thursday of the month.

Committee Meetings Fall Conference April 16, 10 am, WASBO Offices; May 14, 7:30 am, Madison Marriott West Midwest Facility Masters Conference All meetings at 10 am, by conference call, May 7, June 4; July 9; Aug 13, Sept 10; Oct 15; Oct 29 (if needed) Safety & Risk Management All meetings at 11:45 am, WASBO Offices, Aug 4; Oct 13; Jan 12, 2016; April 12, 2016; Aug 9, 2016 School Facilities All meetings at 9:30 am, WASBO Offices, Madison; Aug 4; Oct 13; Jan 12, 2016; April 12, 2016; Aug 9, 2016

Regionals Check WASBO.com for details. Bay Area/Northeast - Meetings start at 11 am. April 17, 2015, Fond du Lac; May 29, 2015, Manitowoc Madison Area - Meetings start at 9 am. May 1, 2015 Northwest - Meetings start at 10 am at Lehman’s Supper Club in Rice Lake. Southeast - Meetings from 12-2:30 pm. Cudahy; April 17, 2015; Hamilton-Sussex Southwest - Meetings start at 12:30 pm at CESA 3. TBD West Central - Meetings from 10 am - 1 pm at Sparta Area SD Admin & Education Center. May 7, 2015; June 4, 2015 WI Valley - Coffee at 9 am, Meeting at 9:30 am. April 24, 2015; August 11, 2015

PRSRT STD US POSTAGE PAID MADISON WI PERMIT NO 801

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