The WASBO Reporter Annual Conference Award Winners. Annual Conference. Washington Association of School Business Officials

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1 Washington Association of School Business Officials The WASBO Reporter Volume 49 / July Annual Conference Award Winners Inside this issue: Jennifer Priddy, Assistant Superintendent for Financial Resources with OSPI, was unanimously selected as the winner of the 2009 John Jenft Outstanding Contribution to k-12 Education Award. Thank you, Jennifer, for all you do for education and Washington s children. Annual Conference 1 President s Message 2 Executive Director s Message 2% Rule Replaced by Asset Preservation P-Card Rebates Legislative Report 7 Linda Sebring, Budget Manager with the Seattle School District, was the 2009 Recipient of the WASBO Award of Merit for her outstanding contributions as the Chair of the Legislative Affairs Committee. Linda has been recently appointed as the Executive Director for Finance and Operations with the Tukwila School District. Congratulations Linda!! New Fraud Reporting Tool Can I Use ASB funds for? ASB and S-275 Workshops Set Annual Conference Photo Gallery Joanne Marifjeren, Business Office Manager with Puget Sound ESD, is the recipient of this year s Unsung Heroine for 2009 for her outstanding leadership in the development of the Records Retention Manual. The Cindy Acosta Risk Management Award was given to Scott Emry, Risk Manager with the Lake Washington School District, for his ongoing efforts to ensure the safety of students and staff. New Board Member Joins Team 17 Green Schools Committee Chairs and Meeting Schedules 19 Annual Conference The 2009 Annual Conference held May 6-8 in Spokane was a great success. While the economic downturn impacted the number of attendees this year, the evaluations and comments reflect a highly worthwhile event for all who attended. The pre-conference provided the opportunity for attendees to spend Wednesday with Jim Sorenson, an outstanding speaker, discussing ways to understand intergenerational differences and ways to improve management, communication and motivation in the multi-generation workplace. Among this year s highlights was the opening keynote speech by Randy Dorn, Superintendent of Public Instruction, who shared his vision for k-12 education in our state. Special points of interest: WASBO/WASA partnering on Fall conference on ARRA funding and reporting requirements (pg.3) 2% Rule replaced with Asset Preservation and Maintenance Plan. (pg.4) More Annual Conference photos (pg.12-15) Alvin Law, our second outstanding keynote presenter, shared his Laws of Life by sharing his highly personal story of achievement in spite of his enormous life challenges.

2 The WASBO Reporter Page 2 President s Message Rich Moore, WASBO President I would normally start by saying that I hope everyone has had the opportunity to enjoy some relaxing time off this summer. But realistically, how is that even possible anymore. It seems that every year our work becomes more and more challenging. We are affected by a national and state recession, changes in federal and state rules and regulations and changing student demographics within our districts. Sometimes, it feels as if school finance is in a constant state of change. While some things seem to be in a constant state of change, unfortunately, some things have not changed enough. We still operate under the same basic education allocation formula that was created in Many of our colleagues have completed thirty years of service without a significant change to the basic education funding model. The changes that have occurred since 1977 have not always been adequately funded. In 1992 the state of Washington embarked upon an ambitious program of education reform with the goal of improving student achievement for all students. Additional funding for improving student learning was not realized until the passage of Initiative 728 in November of Now due to the recession, I-728 funds have been greatly reduced. All of us want to see improved student achievement. Unfortunately, improved achievement will become more and more difficult with the loss of funding. During the 2009 legislative session ESHB 2261 was passed which creates a new Washington State education system. The bill is intended to be fully funded by ESHB 2261 redefines basic education and intends to fund through a prototypical school model. Additionally, the bill calls for work groups to be created to create funding formulas, employee compensation allocation schedules, and levy and levy equalization allocation formulas. This seems like the perfect opportunity for WASBO to continue to provide leadership in being Accountable for Change. That is why I have created the following presidential goals for the 2009/2010 school year: Continue to demonstrate leadership in school business Provide high quality professional development Continue to represent all districts WASBO members have the technical expertise critical to the implementation plan of ESHB 2261 or any other legislation involving education. Fortunately, WASBO now has the opportunity to be involved in the development and implementation of any funding models. It is critical that as the funding models are created that we work diligently together to make sure that the needs of all districts are met. Additionally, WASBO will continue to provide high quality professional development opportunities. One of the first that will be offered this fall is a joint workshop co-hosted by WASA on American Recovery and Reinvestment Act (ARRA) of It is an honor for me to have the opportunity to serve as the President of WASBO for the next year. I have to admit that I am a little overwhelmed by the opportunity. I feel that I have very big shoes to fill based on the successful path blazed by former presidents to help WASBO be recognized as Leaders in School Business. During the time that I serve as your president I hope to continue the path of leadership and recognition blazed by the previous presidents.

3 The WASBO Reporter Page 3 Executive Director s Report Nancy Moffatt, Executive Director With close to six months under my belt as WASBO s Executive Director, I cannot say that I feel like a pro at this association leadership stuff yet, but I can tell you that I have some exciting things to report. ARRA Fall Conference First, I would like to share that we have been able to develop what I hope will be a long and healthy partnership with WASA, as we have partnered together to bring you a Fall Conference dedicated to the topic of ARRA funding and reporting requirements. The conference is scheduled for September 29th and 30th at the Hilton Inn in SeaTac and will include participation by WASA, WASBO, the State Auditor s Office and OSPI. While WASBO will be focusing on the financial accounting and reporting requirements, additional strands will focus on program requirements for Special Education, Title I, Student Achievement, and School Improvement and Innovation. In a recent financial workgroup meeting, there were a number of essential elements identified by members for inclusion in conference workshops. A small sampling of those include: Accounting and Reporting of ARRA funds Closing Requirements Sustainability and the financial cliff at the end of the two years of ARRA funding Maintenance of Effort Procurement Laws for the use of Federal Funds Policy requirements And, more to come we will keep you posted as this conference develops. Membership Survey With help and guidance of the WASBO Board of Directors and our Committee Chairs and Co-Chairs, we are developing a membership survey to assist in making sure we are meeting the needs of our members. As our understanding will only be as good as the response from our members, I hope that you will take a moment and respond when this survey is ready to go in September. Vendor/Sponsor Advisory Committee Last, but certainly not least, is an effort on my part to better understand the needs of our sponsors and vendors who participate in our annual conference and sponsor so many of our events each year. If you are a vendor/sponsor/partner/ of WASBO and would like to meet this fall to discuss ways that the annual conference or sponsorship activities can be more meaningful for you and your company, please me at nancy@wasbo.org. I truly hope that you are all getting a little time for yourself and family this summer after what I know has been a very difficult year for so many. Paid Advertisement

4 The WASBO Reporter Page 4 2% Rule Replaced with Asset Preservation Requirements By Gordon Beck, Director OSPI Facilities and Organization Circle May 28, 2009, on your calendar. It is the day the replacement for the 2% Rule went into effect. It can be called the Asset Preservation Rule (APR) for easy reference. The 2% Rule was an accounting based rule with many problems. It required districts with new buildings accepted as complete by the school board after January 1, 1994, to expend an annual average of 2% of the building replacement value on its maintenance for the 15 years prior to applying for state assistance or forfeit the maximum state funding assistance for modernization of that building. The APR (WAC ) is a performance based rule that retains the legislative intent of the 2% Rule but shifts the compliance requirement to an annual reporting of what most districts are already doing, maintaining their building. Asset Preservation Program The APR creates the Asset Preservation Program (APP) which is designed to help districts maintain the 30 year life expectancy of a new building through a systematic plan of maintenance or asset preservation system. The new program applies to all new or new-in-lieu buildings constructed with state assisted funding and accepted after January 1, 1994, that may want to apply for state funding assistance in the future. The program has four basic components: 1) A board resolution committing the district to maintaining the building. 2) The implementation of an Asset Preservation System (Maintenance Plan). 3) An initial benchmark and then an annual Building Condition Evaluation. 4) A process for an annual reporting of the building s condition. With regard to points #1 and #2 above, there will be a boiler plate Board Resolution and an Asset Preservation System (APS) (Maintenance Plan) that may be adopted by the district or they can write their own resolution and use their current APS. The APP will also have a Building Condition Standard (#3) which identifies the condition a building should achieve for each year of its 30 year life. The fourth and last component is a reporting process that requires the district to report to the school board annually on the condition of the building and to OSPI every six years. The level of State assistance will be based on meeting the minimum standard of care after 30 years. Phase-in Period You may be wondering what your district needs to do if the district has built and occupied a state assisted building since The following chart shows a phase-in timeline beginning with buildings the school board accepted during the 1994 calendar year through buildings accepted now and into the coming years (See the OSPI School Facilities website for a list of affected buildings). Continued on page 5

5 The WASBO Reporter Page 5 2% Rule Replaced continued from page 4 Date Board Accepted Building as Complete Phase Timeline APP Approved School Board APP Asset Preserva- Resolution due date tion System due date APP Condition Evaluation Form due date /31/09 1/1/11 4/1/ /30/10 1/1/11 4/1/ /1/11 1/1/11 4/1/11 Post 2011 At time building is accepted At time building is accepted 1 year to School Board then every 6 years to OSPI Work is continuing on some of the program details and will become available in a manual which will be published on the OSPI School Facilities and Organization web page ( default.aspx) as the program is developed. In the mean time, get up to date information from the website or contact at OSPI Tom Kuehn or Scott Black at: Tom Kuehn or by at tom.kuehn@k12.wa.us Scott Black or by at scott.black@k12.wa.us WASBO Partner Purchasing Card Rebates Distributed Yearly rebates totaling more than $135,000 were distributed this month to the 33 WASBO Purchasing Card program participants in Washington. The Pcard program is offered through the Harris Bank/BMO. So much of the focus today centers around a school district s ability to streamline the purchasing process while maintaining the accountability for the use of funds. The purchasing card allows districts to accomplish this while earning important rebates on their purchases. It makes a win/win with the ease of tracking and convenience for employees when they make purchases or while they travel, says Margo Stewart, WASBO s Purchasing Card Specialist.

6 The WASBO Reporter Page 6 VEBA Trust Hires New Third-party Administrator On July 1, 2009, Meritain Health became VEBA Trust s new third-party administrator (TPA). The TPA is responsible for providing customer service, claims processing, and participant account administration on behalf of the Trust. Meritain will provide a number of valuable service enhancements, including: Special online capabilities for employers Transmit contribution data electronically View posted contributions View and print employer reports Daily account valuations allow participants to see their current account balance and submit investment allocation changes for processing any day of the month New and improved online services for participants Optional e-communication provides participants with faster, more efficient access to statements andexplanation of benefits (EOBs) Extended (early morning) customer service hours (5:00 a.m. to 5:00 p.m. Pacific time) With stronger privacy and security controls, VEBA Service Group, LLC will continue to provide technical support and on-site service. VEBA Trust is confident you will be happy with the services provided by Meritain Health and its team of service professionals. Paid Advertisement DOH School Environmental Health & Safety Announces Fall 2009 Workshops The Washington State Department of Health invites local health jurisdictions and school personnel - maintenance and operations staff, custodians, nurses, risk managers, and administrators to a free workshop designed to provide current information on school environmental health and safety issues. Topics: Infectious Disease Control in Schools Norovirus, Influenza, MRSA All Hazards/Pan Flu Planning Cleaning/Disinfection Personal Hygiene/Handwashing/Hand Sanitizers Ventilation/Filtration Health Department School EH&S Plan Review Changes to the Building Codes AED Guidance WASBO Risk Managers State Board of Health Rule Revision Status IAQ Monitoring Stations Status Emerging Environmental Health and Safety Issues in Schools New ASHRAE/EPA IAQ Design, Commissioning, & Operation Guidance K12 Health & Safety Guide Updates. Go to for more information and dates and times of scheduled workshops.

7 The WASBO Reporter Page 7 Legislative Report Kim Brodie and Mitch Denning As most of you know, WASBO partners with WAMOA and WSNA to monitor and affect state legislation through the Alliance of Educational Associations (AEA). In general we were pleased with the legislature s response to our 2009 priorities especially considering the huge financial shortfall the legislature faced. Thanks to the hard work of our members and leadership, all three associations have built relationships with legislative members and their staff. AEA is well-positioned to continue the quest for sound educational policy and full funding of K- 12 basic education in Looking back on the events and accomplishments of the past few years, we can t help but note that WASBO has made tremendous strides in our capacity to weigh in on key K-12 legislative issues. Here are a few highlights of the past session and a glimpse into what the 2009 interim holds: Joint Task Force on Basic Education Finance Our membership took the lead in providing school district financial information to the task force throughout their study. Making presentations to the task force were Steve Nielsen, PSESD, Neil Sullivan, Spokane Public Schools, Lydia Sellie, Northshore School District, Doug Matson, West Valley (Spokane) School District, and Linda Sebring, Seattle Public Schools. As the basic education funding bills were introduced in January (HB 1418/SB 5444; HB 1817/SB 5607), we voiced concern over the lack of two-way accountability, lack of revenue sources and the length of time slated for implementation. The original bills died, but a substitute bill, SHB 2261, eventually passed the legislature. Although we continued to have concerns about the weaknesses of SHB 2261, we did support the bill as the best opportunity available to begin making much-need changes to our K-12 funding system. Our concerns included the lack of K-12 staff representation on the Quality Education Council, the inadequacy of funding the current definition of basic education prior to adding early learning, highly capable and all-day kindergarten to the definition, as well as the lack of indentified funding sources. The good news is that WASBO will have representation in two of the work groups established by SHB 2261 the local funding and funding formula groups. We are also interested in providing input to the compensation work group and will monitor that group s efforts for opportunities to do so. At press time, the formation and organization of these work groups by the Office of Financial Management (OFM) and OSPI is in process. Maintaining funding for levy equalization WASBO s executive director Nancy Moffatt and Mitch Denning met with individual members of both the House and Senate Ways and Means Committees, urging these legislators to make fair and equitable K-12 budget reductions, and to maintain funding for levy equalization. We were pleased when the House refused to pass the Senate s amended version of SHB 1776 on the session s last evening. The bill would have changed the funding mechanism for levy equalization payments based on the biennial budget (a decrease of $60M) and allowed certain districts the opportunity to increase their levy lid by 4% to a maximum of 35% without a corresponding increase in levy equalization. Comprehensive school data system We also supported 2SSB 5941, regarding a revised comprehensive school data system. WASBO members work closely with all three types of data requested by the legislature through this bill staff, student and fiscal data. Moffatt and Denning worked directly with Sen. Eric Oemig, the bill s prime sponsor, on behalf of WASBO during the bill s development. Other WASBO members involved in this process included Bill Every, North Kitsap School District, Kim Scott, Kiona-Benton School District, and Althea Clark, Tukwila School District. Their work helped position our organization to be part of the bill s implementation (now in the final SHB 2261). Clark was also an active participant as WASBO s representative in the data feasibility longitudinal student data study completed by OSPI in December Continued on page 8

8 The WASBO Reporter Page 8 Legislative Update continued from page 7 K-12/ESDs health benefits to the Health Care Authority WASBO members Moffatt, Kim Brodie and Cathy Porter, Puyallup School District, Sebring, Nielsen, and Cindy Sage, Riverview School District, provided excellent technical assistance to WASA on 2SSB 5941, providing cost effective health benefits to K-12/ESD employees, in a effort to help the legislature make a final decision on the bill. In the end, the bill didn t pass, but included in the operating budget language was a provision for a cost benefit study involving the State Actuary and HCA; however, the Governor vetoed it. We plan to continue working with our colleagues at WASA and OSPI to provide assistance to this ongoing discussion. School environmental health and safety rule Fortunately, the final operating budget language put the brakes on the State Board of Health s (SBOH) implementation of the revised school environmental health and safety rule. The language states that SBOH can t implement the new rule until the rule itself and final cost estimate have been given to the legislature, and the legislature has funded the implementation process. WASBO and WAMOA members have been working with the SBOH since 2002 in the development of the revised rule. At their June 10 regular meeting, the SBOH decided to maintain the current rule and also directed staff to prepare materials which would enable the SBOH, at their August 12 meeting, to adopt the revised rule. However, the rule would not be implemented until the legislature provides adequate funding. School impact fees There is more good news related to the passage of SSB 5580, school impact fees. The bill extends the time school districts have to spend impact fee revenues from six to ten years, giving greater flexibility for funding school construction projects. Reduced price lunch co pay - With the 2007 Legislature eliminating the reduced price lunch copy for K-3 students, WSNA members were hopeful that the 2009 legislature would finish the job and eliminate the co pay for pre-k and 4-12 students, especially with the impetus of two policy bills, SHB 1416 and SSB 5361, championed by Rep. Pat Sullivan and Sen. Joe McDermott, respectively. The bills did pass out of their respective education committees. However, due to the financial shortfall, the bills died in their respective Ways and Means Committees. Members of all three AEA associations are quite appreciative that the final conference budget continued to fund school nutrition at the current levels, including the elimination of K-12 reduced price breakfast co pay and the K-3 reduced price lunch co pay. Capital Budget Our membership also took a strong interest in capital budget issues. In the capital budget, the School Repair Grant Program continues for its third biennia. Since 2005, a total of 75 school districts have received grants up to $100,000 for needed health and safety projects. WASBO will again with work with OSPI and WAMOA in the administration of the $3M funded in WASBO and WAMOA hope to assist OSPI as it administers the $16.9M energy expenditure authorized in the capital budget. Entitled the energy operational cost savings safety and health infrastructure improvement program, OSPI is currently determining whether or not a grant process will be created to expend the funds which must be based on performance-contracting. OSPI is also beginning the process of writing rules for the new expenditure. To join the legislative affairs discussion, send an to WASBO-Leg-subscribe@yahoogroups.com. If you have ideas or comments on any legislative topics, please feel free to contact Kim Brodie at brodieka@puyallup.k12.wa.us, WASBO s Legislative Affairs Committee Chair or Mitch Denning at medenning@comcast.net. Paid Advertisement

9 The WASBO Reporter Page 9 New Fraud Reporting Tool By Brian Sonntag Washington State Auditor As of July 1, 2009, state and local governments can quickly and easily report known or suspected losses through the State Auditor s Office secure Web site. State law (RCW ) requires these governments to report known or suspected losses, other illegal activity and instances when disciplinary action against an employee is being considered due to known or suspected losses of public funds, fraud, illegal acts, or noncompliance with policies or procedures related to preventing losses of public funds, fraud or other illegal acts. To access the fraud reporting tool, go to and click on the Investigations tab. The online submission form is on the Fraud Program page. Once the information has been submitted, you will receive an confirmation with an investigation case number and our contact information. We will respond to your submission as quickly as possible. If you have questions or are contemplating immediate action, please contact the Division of Special Investigations at the numbers below. Governments are encouraged to develop policies and procedures to handle known or suspected losses and other illegal activity. Procedures should specify who is responsible for ensuring that appropriate personnel such as executive management and human resources managers are aware of reporting requirements and that our Office is promptly informed. Prompt notification to our Office will help ensure: Timely and appropriate investigations occur. Employees are protected from false accusations. Personnel actions are appropriate. Bond claims are not jeopardized. Improper settlements are not made with employees. Losses are minimized. If you have any questions about our new reporting tool, please contact: Jim Brittain, Director of Special Investigations: Jennifer Forsberg, Fraud Manager: forsberj@sao.wa.gov or (360) If you have any questions or would like further clarification, please contact School Programs Audit Manager Rick Bonner at (360) Paid Advertisement

10 The WASBO Reporter Page 10 Can I Use ASB Money For? By Candy Manthey & Marty Fortin, ASB Co-Chairs Well the kids have practiced hard and have been invited to attend a band contest. But it costs money. How does a musical director get the funds to participate in these types of events, as well as send students and staff to workshops, conferences, and tournaments? School Districts support a variety of programs that are often referred to as co-curricular meaning there are aspects of the program that encompass curricular and non-curricular components. Examples are Band, Choir, Yearbook, and Newspaper. The district s General Fund can support both, but the Associated Student Body Funds (ASB) must be used to support non-curricular activities. Raising money for student and staff opportunities has been a confusing process for many districts and is subject to an auditor s scrutiny. It s not unusual for a co-curricular program to use a combination of funding sources. Booster Club and PTA Donations Parent groups can be wonderful assets in enriching the school climate through volunteer help and donations. However, they are separate entities from the school district and are subject to different regulations and tax laws. Once a parent group donates funds to a school district program, ASB or General Fund, the money is then subject to all of the district s requirements - including how the funds can be used. Using District General Fund Money For aspects of the program that are clearly curriculum-based and student participation is required, funding can come from the building or district budget, from grants and donations from outside groups such as PTA or booster clubs and, if the district has an appropriate policy, from fundraising activities that support the General Fund. The funds raised for the General Fund should be used to enhance and support the classroom experience. The district must show a link between the fundraising activity and some specific educational activity. Because these are not ASB funds, spending this money doesn t require a student vote and the funds are not included in the ASB budget. Using ASB Money ASB funds must be used to support the non-curricular activities that occur. These activities and clubs are based on cultural, athletic, recreational, or social purposes (referred to as CARS ). Additionally, the activities must be optional for the students and participation or non-participation cannot impact their grades. The students create an annual budget for these funds and vote on how the funds are spent. ASB money can pay for staff to attend leadership training and workshops if the events directly relate to an ASB component and the students have voted accordingly. The difficulty for co-curricular programs such as Band and Choir is determining which part of the activity falls under the curricular or non-curricular definitions. Both categories can provide a positive learning experience for the students. The bottom line for determination: Are the students required to attend? Are the students grades affected? If so then ASB money cannot be used. To learn more about how ASB funds can be used, we invite you and your staff to participate in our monthly ASB Committee meetings which are held the 4 th Tuesday of each month (except December) at 9:30 AM in Tacoma, or on the k20 video network. The ASB Committee is also providing 12 workshops this year held throughout Washington State. Registration details are on the WASBO website.

11 The WASBO Reporter Page 11 ASB and S-275 Workshops Scheduled WASBO will continue its successful partnerships with the Association of Washington School Principals- AWSP, and the Washington School Personnel Association-WSPA, by offering updated S-275 workshops in August and will continue the popular ASB workshops throughout the year. Understanding the S-275 reporting Requirements August 17th - Puget Sound ESD Renton August 18th Holiday Inn Spokane August 24th and 25th A two-hour S-275 Webinar Comprehensive Update for the Experienced User is offered ASB Finance Issues and Answers September 23rd September 30th October 6th October 8th October 13th October 22nd November 5th November 12th November 17th December 9th December 15th January 12th Holiday Inn Select Renton Big Bend Community College Moses Lake ESD 171 Wenatchee ESD 118 Olympia Red Lion Hotel Pasco ESD 112 Vancouver Holiday Inn Yakima ESD 114 Bremerton ESD 189 Anacortes ESD 101 Spokane La Quinta Inn Tacoma Holiday Inn Select Renton For more information or to register online for any of WASBO s workshop offerings, please go to

12 The WASBO Reporter Page Annual Conference - We made new friends and enjoyed seeing our old friends. We worked hard we had some fun!!

13 The WASBO Reporter Page 13 Thank you, Ann (our photographer) We discussed those important issues facing us all!! A special thank you to our Vendors we love having you join us each year!!

14 The WASBO Reporter Page 14 Thank you, Randy, for spending time and sharing your thoughts with us!! A very special thank you for all the students who came and shared their talent with us You are amazing!! Our newest Board Members, Stacy Brown and Bill Tilton, are joined by our President Elect Donna Gregg as they take the Oath of Office. Thank you, Ron, for representing ASBO at our conference!!

15 The WASBO Reporter Page 15 Thank you 2009 Planning Team for all your hard work! The Conference was wonderful!!! Want to be part of the Planning Team for the 2010 Annual Conference? Tacoma Convention Center May Donna Gregg, President Elect 2010 Annual Conference Planning Committee Liaison Please contact Ruth Foster at WASBO Planning Starts Soon!!

16 The WASBO Reporter Page 16 MEETING MMIX 10: ANNUAL MEETING MADE IN CHICAGO MMIX 99 Years of ASBO International 2009 Annual Meeting and Exhibits October 23-26, 2009 Chicago, Illinois Three R's for SBOs: Record Rate of Return School business officials are always looking for good values ways to maximize the return on investment of each dollar. ASBO International's 2009 Annual Meeting is an opportunity to make a difference for all of the people who depend on you. The ideas, contacts, and tools you'll bring back will have far-reaching benefits. Celebrate 99 years of ASBO 99 years of believing in the effective management of education resources. Paid Advertisement

17 The WASBO Reporter New Board Member Joins the Team Page 17 The WASBO staff and Board of Directors would like to welcome Jennifer Farmer as our newest Board Member. Jennifer was appointed by the Board of Directors on July 20th, to replace Jeff Moore who resigned in order to devote his full attention to his job duties and civic activities. Jennifer will serve as the representative from the Puget Sound Region and also as the Board liaison to the Purchasing/Warehouse and Risk Management Committees. Jennifer currently serves as the Procurement Supervisor for the Everett Public Schools. She is a graduate of Seattle University s Matteo Ricci College and she holds a Certified Purchasing Manager certification from the Institute of Supply Management. Jennifer has served as co-chair and chair of the WASBO Purchasing Warehouse Committee since 2005, and has served as an annual conference presenter and moderator in recent years. In her letter of application, Jennifer states, My work, and my colleagues work, is better because WASBO provides the mechanism and opportunity for growth. I appreciate the magnitude of the effort put forth by the Board and I would like to offer my time and energy to support the WASBO mission. Business Managers Conference The annual Business Managers Conference will be held July in Yakima. The Leadership Development Committee has, once again, done an outstanding job of lining up speakers to address a large number of important topics for our new and not-so-new business managers across the state. Dr. Gene Sharratt is scheduled to kick off the conference by sharing his important views on leadership. Of particular importance to all of us is understanding how to continue to be an effective leader in the hard times and finding ways to not take it too personally when significant cuts must be made. An estimated 30 of our new and returning business folks are planning on attending and we look forward to having the opportunity to learn and share our experiences as we spend important time together in Yakima. Paid Advertisement

18 The WASBO Reporter Page 18 Council of Educational Facility Planners International Annual Conference Connect with your colleagues at the Council of Educational Facility Planners International (CEFPI) Annual World Conference & Expo at the Marriott Wardman Park Hotel in Washington, D.C., September 27-29, Build Six degrees of connection as you network and share best practices with a global array of experts at the premier conference on educational facility planning. Join the diverse audience of educational facility planners, architects, school district administrators, educators and all those involved in the $20 billion K-12 school building industry. Attend select session tracks on navigating today s challenging economy. Per Havgaard, a worldclass specialist in individual learning styles, will offer the opening address. Join us. Lead. Green Schools - Lessen the impact on our environment and save money Haley Railton, Marketing Assistant, Cascade Natural Gas Changing energy consumption habits at your school can save big on overhead costs. According to the EPA, America s primary and secondary schools annual energy bill is a staggering $6 billion more than is spent on textbooks and computers combined. Cascade Natural Gas Corporation s Conservation Incentive Program helps organizations like schools consume less energy and save money. Cascade s cash rebates help offset the upfront costs for installation of energy efficient projects allowing educational facilities the opportunity to reap long term benefits like lower energy costs, better indoor air quality and lower maintenance costs. Cascade offers cash rebates on the purchase of qualified energy efficient gas fired equipment including HVAC, insulation, boilers, tank-less water heaters, commercial food service equipment and more. Pasco High School is taking advantage of cash rebates from Cascade Natural Gas to help them move forward on energy saving projects. We want to use every dollar as wisely as we can. Committing to sustainable practices is a way to help us save money and every dollar we can save is a dollar towards teachers or books, said John Weatherby, Energy Manager for the district. Pasco was in the midst of a roof upgrade when they made the wise decision to install roof insulation. Proper insulation saves an abundance of energy; this project alone has a projected annual gas savings of $4, They also received a cash rebate from Cascade of $11, that helped them offset the project cost. Any kind of rebate is helpful and we are very energy conscious at the district so it made sense to go this route, said Weatherby. It has never been more important to conserve and use energy efficiently in your organization. And while you re spending less money on your gas bill, you ll be helping the environment by contributing to a more sustainable future. For more information on Cascade s Conservation Incentive Program please visit our website at or give us a call at Paid Advertisement

19 The WASBO Reporter Page 19 WASBO Committee Chairs and Co-Chairs ACCOUNTING & BUDGETING ANNUAL CONFERENCE PLANNING ASB COMMITTEE PAT SODERQUIST/CSBS District Accountant Chehalis School District 310 SW 16 th, Chehalis, WA Fax: AND BRENDA PADGETT/CSBS Financial Services Technician North Thurston Public Schools 305 College Street NE, Lacey, WA Fax: Board Liaison: Aprel Stegman, Rich Moore DONNA GREGG Finance & Research Manager ESD NE 65 th Avenue, Vancouver, WA Fax: CANDY MANTHEY Purchasing Manager Northshore School District 3330 Monte Villa Parkway, Bothell, WA Fax: AND MARTY FORTIN Director of Outdoor Learning Centers, AWSP 2142 Cispus Rd, Randle, WA Fax: Board Liaison: Bill Tilton FOOD SERVICES LEADERSHIP DEVELOPMENT LEGISLATIVE AFFAIRS DONNA PARSONS NSLP and SFSP Supervisor, Child Nutrition Services, OSPI P.O. Box 47200, Olympia, WA Fax: Board Liaison: Nancy Moffatt AMY FLEMING Director of Business Services/Puyallup School District PO Box 370, Puyallup, WA Fax: AND LYDIA SELLIE Director of Finance/Northshore School District 3330 Monte Villa Parkway, Bothell, WA Fax: Board Liaison: Ruth Russell KIM BRODIE Budget Director Puyallup School District nd Street SE, PO Box 370, Puyallup, WA Fax: BrodieKA@puyallup.k12.wa.us AND STEPHEN NIELSEN Asst. Superintendent for Financial Services Puget Sound ESD 800 Oakesdale Avenue SW Renton, WA (Sea) (Tac) Fax: snielsen@psesd.org JANE MURRAY/CSBS Assistant Fiscal Officer Puget Sound ESD 800 Oakesdale Avenue SW Renton, WA Fax: jmurray@psesd.org Board Liaison: Rich Moore, Nancy Moffatt RISK RECORDS MANAGEMENT PAYROLL/PERSONNEL/RETIREMENT PURCHPURCHASING/WAREHOUSE DARLENE FULLER Executive Assistant Olympia School District 1113 Legion Way SE, Olympia, WA Fax: dfuller@osd.wednet.edu AND ENA SCHLOSSMACHER Records Management Specialist Vancouver Public Schools PO Box 8937, Vancouver, WA Fax: ena.schlossmacher@vansd.org Board Liaison: Stacy Brown CINDY SAGE/CSBS Payroll/Benefits Coordinator Riverview School District NE 50 th Street, Carnation, WA Fax: sagec@riverview.wednet.edu AND JODI MILLER Payroll Supervisor Northshore School District 3330 Monte Villa Parkway, Bothell, WA Fax: jmiller2@nsd.org Board Liaison: Cindy Coleman SANDRA MASTERMAN Purchasing Agent Edmonds School District th Avenue W, Lynnwood, WA Fax: mastermans@edmonds.wednet.edu AND LINDA L. PFEIFFER Coordinator, Purchasing Highline School District Ambaum Boulevard S.W., Burien, WA Fax: pfeiffll@hsd401.org Board Liaison: Jennifer Farmer RISK MANAGEMENT SMALL SCHOOLS COMMITTEE FACILITIES DANA WALLINE Business Officer Bainbridge Island School District 8489 Madison Avenue, Bainbridge Island, WA Fax: dwalline@bainbridge.wednet.edu AND SARA HOOVER Loss Control Consultant WA Schools Risk Management Pool PO Box 88700, Tukwila, WA Fax: shoover@wsrmp.com Board Liaison: Jennifer Farmer PAST PRESIDENTS AND NOMIMATING COM- MITTEES DOUG MATSON/CSBA MARILYN ANNE KAYE Financial Manager Index School District PO Box 856 Snoqualmie, WA Fax: marilynannekaye@ncplus.net And DEBBY SHARP Business Manager Bridgeport School District PO Box 1060 Bridgeport, WA Fax: dsharp@bridgeport.wednet.edu Board Liaison: Bill Tilton (Eastside), Stacy Brown (Westside) CERTIFICATION GOVERNANCE MARLYN KEATING NANCY MOFFATT Executive Director - WASBO 284 Lee Street SW #132, Tumwater, WA Fax: nancy@wasbo.org Board Liaison: Cindy Coleman, Nancy Moffatt

20 The WASBO Reporter WASBO Preliminary Committee Meeting Schedule Page 20 Committee Name Committee Chairs Board Liaison Mtg. Schedule AUG SEPT OCT NOV DEC JAN FEB MAR APR MAY JUN ABC Pat Soderquist Brenda Padgett Aprel Stegman, Rich Moore AEA N/A 4 th Wed ANNUAL CON- FERENCE ASB Candy Manthey Marty Fortin CERTIFICA- TION GOVERN- ANCE BOARD Donna Gregg N/A - - TBD TBD TBD - - TBD Marlyn Keating Rich Moore, Doug Matson FOOD SVC. Donna Parsons Nancy Moffatt 4 th Tues TBD TBD LEADERSHIP DEVELOP- MENT LEGISLATIVE AFFAIRS Amy Fleming Lydia Sellie Kim Brodie Stephen Nielsen Jane Murray PPR Cindy Sage Jodi Miller PURCHASING/ WAREHOUSE RECORDS MGT Sandi Masterman Linda Pfeiffer Darlene Fuller Ena Schlossmacher Ruth Russell Corresponds with Lrg District Roundtable Rich Moore, Nancy Moffatt rd Monday Cindy Coleman 1 st Tues Jennifer Farmer 3 rd Tues Stacy Brown 4 th Wed RISK MGT Dana Walline Sara Hoover SMALL SCHOOLS Marilyn Anne Kaye Debby Sharp Jennifer Farmer 4 th Thurs Stacy Brown (W) Bill Tilton (E) FACILITIES Nancy Moffatt Cindy Colman 2 nd Wed BOARD OF DIRECTORS Rich Moore, President Doug Matson, Past-Pres. N/A Please check the WASBO website, for meeting locations, times and schedule changes. Committee meetings that fall on or near a holiday will be rescheduled. Check the website for updates.

21 The WASBO Reporter Page 21 Thank You to Our Partners, Associates and Friends Interested in becoming a WASBO Partner, Associate or Friend? Contact Ruth Foster at WASBO (360) or ruth@wasbo.org