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Volume XVI, September 2015
CALENDAR OF UPCOMING EVENTS
9/30- Hot Topics: Retirement (Webinar Only)
10/7- Important HR Topics 10/15- Communicating Financial Information
Effectively 10/20- Fall Harvest Expo
10/22- Plant Managers: Vendor Design Services 10/27-10/29- Most Likely to Succeed Film Viewing
11/4- Data Survey Results 11/5- Tech: Choosing the Right Education App 11/18- Save the Date: PAISBIG Annual Meeting 12/9- Save the Date: Health Insurance Update
1/13- Save the Date: Purchasing Consortium Annual Meeting
*Click on event to register*
Quick Links
Calendar of Events
Data Survey Early Bird Deadline is TODAY
In This Issue
Data Survey Early Bird Deadline TODAY
Prepare for the Upcoming Budget Season
Attend Fall Harvest Expo
Processing Employee Election Changes in Businessolver
Webinar: Concussion Management in Schools
Plant Managers to Learn About Vendors' Design Services
Blue Bell Leasing Thriving After 13 Years
AFS Students Make a Difference with Non Profit Neighbors
Sustainability of Technology to be Addressed at Next Tech Meeting
Employees Need Education About Options that will Achieve the Outcomes They Want
Spotlight on 403(b) Plans
PAISBOA is on Twitter!
Get up to date information about PAISBOA news and events. Follow us on Twitter!
PAISBOA Website
Colleen Atwood, PAISBOA The early bird deadline for the Data Survey is TODAY, September 25th! Thank you to the schools who have already completed it. For those who have already started, it's not too late to submit it to receive the benefits of being an early bird. Only schools completing the survey today will receive:
An early bird snapshot report available in mid-October for both the General and Salary Surveys, as well as your full report in November.
The General Survey raw data in Excel format.
The final deadline is October 19th. If you submit by then you will receive your full report in early November. Unlike in previous years, there will not be multiple iterations and extensions given. If you have not received your log-in credentials from Measuring Success, email Colleen Atwood at [email protected]. If you have any questions about the survey, contact either Emily Miller at [email protected] or Colleen Atwood at [email protected]. Please also make every effort to use the Survey Support Website. Register for Data Survey Results with Sacha Litman on November 4.
Prepare for the Upcoming Budget Season with Howard Teibel Al Greenough, PAISBOA After presenting at the annual conference of EACUBO in Philadelphia, Howard Teibel will conduct a workshop for PAISBOA members on October 15th on the topic of Communicating Information Effectively. This timely presentation will be focused on two typical case studies using data from the PAISBOA survey and was developed to help participants use Teibel's approach in "real life" group settings. This workshop has been specifically designed to help you prepare for your fall Finance Committee meetings. Teibel has consulted with school and university administrators all over the country and recently presented at the 2015 NBOA Annual
TIP OF THE WEEK
Join us for a website tour!
PAISBOA is holding a webinar on Friday, October 2 at 10:00 am that will offer an in depth overview of the PAISBOA website and all the services we offer. Although it was originally planned for new Business Officers, anyone who would like a tour of the website or is interested in learning more about PAISBOA services and benefits is welcome to join.
Register here.
Your School Community is Invited to a Screening of Most Likely to Succeed
PAISBOA and ADVIS are excited to offer two screenings of Most Likely to Succeed, a new award-winning film about ways to better educate our children. This documentary by famed Director Greg Whiteley looks at best practices at 20 schools, especially
Conference. The following are testimonials describing Teibel's effectiveness: Jeff Shields, President, NBOA: "[Howard's] presentation was thoughtful, engaging and compelling. Howard has the unique ability to meet people where they are, and move them further than they believe they are able to go. His presentation included a combination of structured experiences, a variety of media and Howard's passion for helping organizations reach their full potential through the people that comprise them. Tim Austin, Provost, Duquesne University: "[But] I would say of Howard what I say of the handful of excellent consultants I have worked during my thirty-five-year career: when I talk with him, he helps me articulate good ideas that I did not even know I was thinking - until he asks the questions that prompt them. I recognized his skill in this respect from our first encounter half a dozen years ago and that perception was only reaffirmed during this most recent project." Brian Linnane, President, Loyola University Maryland: "Howard's ability to incorporate external inputs and his broad professional experience into his consultancy helped the University to better understand the myriad externalities that meaningfully impact contemporary universities." Click here to hear podcast clip of a conversation between Teibel and Jeff Shields. The two hour session starts at 10:30 AM with a break for lunch. Register today for this informative session.
Celebrate the Season: Attend Fall Harvest Expo Colleen Atwood, PAISBOA
Learn about bringing fresh and local food to your school community on October 20 during PAISBOA's Fall Harvest Expo at the Common Market Warehouse. Hear from local experts who will help answer all your questions about serving fresh and nutritious foods to students and staff. They will
explain the benefits of Farm to School and how it might be more feasible than expected. Speakers include:
Haile Johnston (Common Market) and Tina Rodriguez (Sage Dining Services): Local Food Myth Busters: Why
High Tech High School, a charter school in San Diego.
To make more people aware of its important message, we are offering free screenings of this powerful film in the Philadelphia area. The screenings are open to all member schools' parents, teachers, students, administrators, trustees, and board members, as well as other members of the public.
Free Screenings:
Tuesday, October 27 at Springside Chestnut Hill Academy
Wednesday, October 28 at Episcopal Academy
Panel discussions:
After each of these 90-minute screenings, we're hosting panel discussions with well-known educators, administrators and business leaders.
Visit the event page for more information on the film and the panelists.
Retirement Meeting Changed to Webinar ONLY
providing your school with fresh, local food is safe, nutritious, educational, and cost effective.
Budd Cohen (CulinArt) and Beth Pellegrino (Westtown School): Learn first-hand from two food service professionals who have implemented local food in independent school cafeterias. They will discuss the challenges they faced and how their programs were successful.
Yvonne Post (Areufit): Discover some of the best "Superfoods" and learn how to use them in easy, whole food recipes, for yourself and for your students! We'll do some sampling and each attendee will bring home the "Superfood" recipes.
Also included in the day will be networking with experienced Farm to School Food Service Directors and a tour of the Common Market Warehouse. Business Officers, Food Services Directors, and Sustainability Directors are encouraged to attend. Feel free to spread the message to anyone who may be interested in learning about this topic. Register today!
Processing Employee Election Changes in Businessolver John Manion, Armstrong, Doyle, and Carroll
As we move towards the end of the Open Enrollment season, many PAISBOA HBT Schools will be processing Employee election changes on Businessolver. This is just a reminder as to how the process will work.
The Hot Topics: Retirement meeting has been changed to a webinar only, instead of an in-person meeting. If you were registered to attend the in-person meeting, please register for the webinar here.
If you could not attend in person but would now like to sit in on the webinar, we invite you to register.
Chromebooks Gaining Acceptance in Education
According to a recent post in the ISTE blog, Chromebook's market share of personal computer shipments to the K-12 Market has risen to 49% for the last calendar quarter. At the same time, the relatively low pricing is driving down the prices of competitors. See the article for more information. When talking to PAISBOA supplier CDW-G, ask them about their "white glove service" which should be of particular interest to smaller schools.
Click on each step for a screenshot. Step 1 - Log into Businessolver using your username and password. If you cannot get access, let your Account Executive at ADC know and it will be reset. If you continue having issues, please call Businessolver at 877-268-5129 for assistance. Step 2 - You will enter in the name of the employee who is making a change. Once you pull them up, click "Select Action" next to their name and choose "Edit/Term". This will allow you to make the Open Enrollment election for your employees. Step 3 - Click on the Green Enrollment tile on the left and choose "November 2015 Open Enrollment". If your employee wants to change their medical plan, click "Edit" and then select the proper plan from the selections listed. Step 4 - after selecting the Medical, Dental and Vision (Dental and Vision may or may not apply, based on a schools' options, click "Approve" and then "Confirm" to complete the change. A confirmation number will generate and the change will be made with the vendors. Please let ADC know if you have any questions with this process by calling 610-225-1537.
Webinar: Concussion Management in Schools Robert Pallini, Willis
Utica National Insurance Group will be hosting a Webinar on October 9, 2015 focusing on the risks and responsibilities associated with managing students who have suffered concussions. The Webinar will touch upon the
following topics:
The growing awareness of problems due to unrecognized or mismanaged concussions
The legal obligations and responsibilities associated with State's youth concussion laws and policy requirements
Does Technology in the Classroom Improve Pupil's Results?
The following is a comprehensive but brief article from the Titus Learning Blog that addresses the basic question Is Technology Making a difference? This question is being debated continuously in Committee and Trustee meetings, and this article gives a new perspective.
Read the article here.
Attend TechEd ADVIS on October 9
TECHedADVIS is a series of short, inspirational, "TED-style" talks illustrating and informing how GAMEChangers are leveraging technology to build and transform the next generation of K-12 learning environments.
Learn more and register.
Attend Sustainability Starts With Us Now: A Practical Plan for Saving
Risks and Risk Management expectations from Insurance providers
This webinar is ideal for:
School Nurses
Coaches
Athletic Directors
Academic Advisors
Counselors
Business Managers
Anyone else from your school leadership team who should be involved in Concussion Management
Registration for the Webinar can be completed online and is being offered free of charge to current Utica customers. If you are unable to register online, please contact Megan Tolman by phone at 1-800-274-1914 or via email. Login information and handout materials will be provided in a separate e-mail sent directly to those who register prior to the webinar date.
Plant Managers to Learn About Vendors' Design Services Al Greenough, PAISBOA Join the Plant Manager's meeting on October 22, when three in-house design experts will describe how they can help schools when they are about to undertake modest facility changes. These services are implemented by experts who have excellent technical knowledge and experience and the cost is typically built in to the cost of the product. Since special vendor pricing is included in PAISBOA agreements, design services are virtually "free". They will prove to be a cost-effective way to use PAISBOA vendors for refurbishment and upgrades to common areas and classrooms. Leave with concrete ideas about how to get your projects designed and implemented efficiently and economically without paying for expensive architects or contractor "advice". Hear from these experts and see examples of what they accomplished in several PAISBOA schools:
Money and Protecting the Planet
An Efficiency and Renewable Energy Forum for schools in the Delaware Valley
Date: October 7
Where: Delaware Valley Friends School
Time: 2:00-5:00 pm
Workshops on:
-Money-saving, practical and innovative conservation techniques
-SolarPV Now - The benefit of PPA's and the end of the 30% ITC in 2017
-Achieving your sustainability goals through green power procurement
-Conventional and creative financing options
Click here for more information and to register.
Schedule Your School's Green Apple Day of Service!
Staples Business Interior Group - Grace Ober, Education Specialist
Illuminations, Inc. - Pomme Lee, Design Specialist working closely with Denney Electric
Tandus-Centiva - Jigna Shah, Design Consultant
Take a break from the pressures of the day to enjoy learning and lunch with peers at the PAISBOA offices from 11:30 AM to 1:15 PM, on Thursday October 22. Register here .
Pomme Lee
Jigna Shah
Grace Ober
Blue Bell Leasing Thriving After 13 Years Anna Dunner, Blue Bell Leasing
In 2014, thousands of Green Apple Day of Service projects happened all over the world, with almost 130 of them taking place right here in the Delaware Valley. This year, Green Apple Day of Service will be celebrated on Saturday, September 26, 2015, but projects can be scheduled anytime this fall. This day of service gives parents, teachers, students, companies, and others the opportunity to transform all schools into healthy, safe and productive environments through service projects.
To learn more, click here.
What started as an opportunity to fill a summer camp need for 10-passenger vans turned into a much-needed resource for PAISBOA schools. Now in its 13th year, Blue Bell Leasing Company is thriving and growing. We are proud to announce the lease of our
100th van (and counting). In a recent interview, Business Officer Joe Donahue of Devon Prep, who recently leased our 100th van, was kind enough to answer questions about his experience with Blue Bell Leasing to help us commemorate this milestone. Blue Bell Leasing: How did you hear about Blue Bell Leasing Company? Joe Donahue: We heard about Blue Bell through PAISBOA and recommendations from other schools that were very pleased with the family-run, hands-on business model that BBLC uses. BBL: When did you start leasing from Blue Bell Leasing Company? JD: We have been dealing with BBLC since September of 2003 and have been leasing their vans ever since. BBL: How did you transport students before? JD: Prior to that, we owned all of our vehicles but the upkeep and financing added a significant amount of cost and work to an already busy schedule. BBL: How does the cost of leasing compare to owning vans? JD: Our cost savings is significant which is why we continue to use BBLC year after year. BBL: Are you happy with the Blue Bell Leasing Company vans, service and price? JD: The service we have received is excellent. We especially value starting each year with clean, safe vehicles in great condition. Their pricing is the best we have found. BBL: Any advice for other schools in need of vans? JD: Leasing vans is an economical and easy process with many benefits. I have recommended Blue Bell to other schools and will continue to do so. Blue Bell Leasing Company is here to serve the PAISBOA community. We offer 1- and 3-year leases for either 9 or 12 months a year. Consider us for a short- term lease as well. Our prices are competitive. You will receive superior service and the best quality vans from a family run business.
AFS Students Make a Difference with Non Profit Neighbors Mary Ann Boyer, Boyer Sudduth Environmental Consultants
Students will remember Abington Friends as a school where "place-based" education wasn't just theory. Place-based education binds organizations and schools to collaborate on local causes. Over the years, AFS students worked with neighboring non-profits to become community stewards. Lower school science teacher, Rosanne Mistretta, stands at the hub of the school's community
partnerships. Walk into her classroom and you will see structures made from twigs and seeds when students built fairy houses, observational drawings and photos when they planted trees along a stream, and germinating seeds to be used by a local farm. All of these exemplify work students have done with community partners. So how did AFS begin to partner with other non-profits? "It began with a phone call," Rosanne recalls. "Four years ago I called Briar Bush Nature Center, a local environmental center, and asked if they would partner with us." That call led to Briar Bush's support for AFS' K-12 science night, and, over the years, their involvement has evolved into a meaningful collaboration. Nature Play Date: Briar Bush and AFS now sponsor a community-wide event called "Nature Play Date." One Saturday each spring, families with young children visit the school to "play" outdoors. The Nature Center and AFS host activities on the school's grounds: children build forts and fairy houses, paint with watercolor, and create nature journals. This event reaps the benefits of AFS's dedicated lower school educators working with the Briar Bush's experienced teachers to create fun activities for kids. Read the complete article here.
Staff from the Tookany Tacony-Frankford Watershed Partnership and AFS students plant over 350 trees and
shrubs along Jenkintown Creek's riparian buffer.
Author Mary Ann Boyer, a former science teacher, advises schools on sustainability initiatives for Boyer Sudduth Environmental Consultants (www.boyersudduth.com).
Sustainability of Technology to be Addressed at Next Tech Meeting
Al Greenough, PAISBOA
On November 5, Dr. Scott Garrigan, an engaging teacher, coach and mentor to students in the Lehigh University Graduate School of Education, will lead a discussion about the Sustainability of Technology as a Strategic Goal in Schools. The technology group will welcome him to Philadelphia and our world of Independent Schools. Normally the terms "sustainability" and "technology" are not used together except in the context of hardware disposal, but he
asks, "What if your technology could be managed more as a renewable resource like solar energy than a consumable resource like oil?" We need to sustain an infrastructure of interlocking components, including hardware, networking, connectivity, software, professional development, and the budget process to support them all. To learn more on Garrigan's philosophy and what he will discuss at the meeting, refer to the attached article. The luncheon will be held from 10 AM to 2 PM in the PAISBOA offices. Tech Directors and Business Officers are encouraged to attend. Register today.
Dr. Scott Garrigan
Employees Need Education About Options that will Achieve the Outcomes They Want
Ben Lewis, TIAA-CREF
According to TIAA-CREF's 2015 Lifetime Income Survey, almost half (46%) of Americans surveyed are concerned they will run out of money in retirement. Overwhelmingly, they want to be certain of a monthly paycheck in retirement.
Employers can help address these concerns by offering lifetime income products as part of their plan menus and providing access to financial advice and education. Access to lifetime products is a critical first step, but for employees to take advantage of these options, they must know about them. Employees that do have a lifetime income option in their plan need compelling communications around the benefit of this option and advice on how lifetime income options can help meet their long-term goals. Revisiting your communications and education strategy could help raise employee awareness. And contrary to conventional wisdom, baby boomers are not the only employee group that would benefit from education and advice about lifetime income. Younger generations may actually benefit the most from advisory services. After all, the sooner employees begin planning for retirement the longer they will have to implement an effective plan. Americans under 45 are as likely as the overall population (84%) to give priority to having a guaranteed source of monthly income for life, but they are less likely to be familiar with annuities. Advice and education from employers - whom 85% of young people trust for financial information - can help bridge this gap. Lifetime income builds confidence. And lifetime income from in-plan annuities can help provide employees with the certainty they are looking for in retirement. As a plan sponsor, you are in a position to boost the retirement confidence of your employees by offering them the investment options to create a retirement income stream they can't outlive, and the advice and education to help them understand how these options can help meet their goals. Learn more.
Spotlight on 403(b) Plans
Buzz Hartsig, Carroll Consultants
How does your organization stack up? Benchmark your organization's 403(b) retirement program against other non-profit organizations. As you evaluate your current retirement plan design, use the information below to see how your plan compares to your peers'. The chart is based on the results of the 2015 403(b) Plan Survey conducted by the Plan Sponsor Council of America (PSCA).
The survey reports on the 2014 plan year experience of 478 403(b) plans and highlights best practices of 403(b) plan sponsors. Mark your answers below and see how your organization stacks up. Click here for larger view.
For further information about this article, please contact Marcie Carroll at [email protected] or (610) 225-1210.
