Volume XIX, November 2015

CALENDAR OF UPCOMING EVENTS

11/18- PAISBIG Annual Meeting 12/9- Health Insurance Update

12/17- Plant Managers Holiday Luncheon 1/13- Save the Date: Purchasing Consortium Annual

Meeting

*Click on event to register*

Quick Links

Calendar of Events

In This Issue

Most Likely to Succeed Strikes a Chord with Philadelphia Area Audience

Measuring Success Demos Survey Output

Most Likely to Succeed Documentary Strikes a Chord with Philadelphia Area Audience PAISBOA and ADVIS hosted three screenings of the educational

documentary Most Likely to Succeed on October 27, 28 and 29, with

a packed house each evening. Member schools Springside Chestnut

Hill and The Episcopal Academy graciously hosted on the 27 and 28,

and a special VIP reception and screening for Heads, Business

Officers, board chairs, panelists and generous sponsors was held on

the 29 at the Bryn Mawr Film Institute.

November 18 PAISBIG Meeting to Focus on Security

ADC to Hold a Maintain, Don't Gain Challenge

Reminder-Changes Made to Act 153 Clearance Requirements

Holiday Hazards in the Classroom

Resources to Help You Choose the Best Education App

Plant Manager Professional Development Opportunities

Leftover Halloween Candy: What it Takes to Burn Off the Calories

The Six Categories of Fiduciaries

PAISBOA is on Twitter!

Get up to date information about PAISBOA news and events. Follow us on Twitter!

PAISBOA Website

TIP OF THE WEEK

Human Resource Services

In need of HR advice? Need background

From Left: Panelists Frank Aloise (SCH Academy), Chris Lehmann (Science Leadership Academy), Gabrielle Rossamagno (Germantown Academy) & Scott

Garrigan (Lehigh University). Right: Moderator Kate Eighmy.

Open to the public as well as PAISBOA and ADVIS members, each

night drew over 120 guests. The education-focused documentary was

well received by public, charter, and private school supporters alike, and

was generally thought to present an optimistic outlook rather than a

"doom and gloom" message that often afflicts films attempting to spur

education reform.

From Left: T.J. Locke (E.A.), Nooha Ahmed-Lee (YSC Academy), & Drew Smith (Friends Council on Education)

Overall, the film convinced viewers that changes on some level should

be made in all schools, though there is no "one size fits all" system that

can be put in place. The message that students need to learn "soft

skills" such as communication, empathy, and confidence hit the mark

with many attendees, as well as the idea the project-based work on

some level is important for children to learn "real life" skills.

checks? Uncertain of any legal requirements? Visit PAISBOA's HR Services website to view our HR vendors, and find the right contact to help! Be sure to visit the Fisher and Phillips online portal, which provides resources like job descriptions, legal clarifications, and more. Need your username and password? Contact Colleen Atwood.

Bring Most Likely to Succeed to Your School

PAISBOA now owns three copies of Most Likely to Succeed. The people at MLTS have offered to allow PAISBOA and ADVIS schools to borrow these DVD's and host screenings for

half the price.

Details

Provided that a minimum

of 10 screenings are

booked, any PAISBOA

affiliate may book a

screening of Most Likely

to Succeed at a 50%

reduced rate of $175.

To do so, one point

person from each

organization needs to

complete a Screening

Application, applying the

From Left: Ted Dintersmith (Producer MLTS), Sally Powell (Baldwin School), Wendell Pritchett (UPenn), Stephanie Rogan (MLTS) & Drew Smith (Friends

Council on Education)

The panel members were different for each screening, which resulted

in a fresh perspective every night. No panelist had "the answer" to

solving the country's educational dilemmas, and some attendees left

the film with more questions than when they came in. And that's ok. The

important thing is that the film ignited curiosity, sparked discussion, and

encouraged all in attendance to continue the conversation in their

communities.

For more information on Most Likely to Succeed and to see a list of

upcoming screenings in the Philadelphia area, visit www.mltsfilm.org.

Special Offer: Bring Most Likely to Succeed to Your School

PAISBOA now owns three copies of Most Likely to Succeed. The

people at MLTS have offered to allow PAISBOA and ADVIS schools to

borrow these DVD's and host screenings for half the price as long as

we can get ten schools to commit to a screening. If you are interested

in showing Most Likely to Succeed at your school, please contact

Emily Miller. For additional details, please refer to the left hand column

article.

discount code MLTS50,

listing PAISBOA as the

official partner

organization, choosing

"shipping waived" and

entering "DO NOT SHIP"

in the first line of the

shipping address field.

When each organization's

application form is

approved, the MLTS team

will copy Emily Miller on

the approval email in

order to confirm affiliation.

Each screening host will

then coordinate pick up

and drop off of the DVD

through Emily Miller.

For further details and

instructions, click here.

Healthy Harvest Soup Recipe from Chef Budd Cohen

At PAISBOA's Fall Harvest Expo, Chef Budd Cohen served a soup that received rave reviews. He also served it during National Eating Healthy Day at the Market & Shops at Comcast Center on November 4. Below is the link to the recipe. Enjoy!

View enlarged picture collage of the three screenings and the VIP

reception.

Measuring Success Demos Survey Output: Data Available November 9 Emily Miller, PAISBOA On November 4, Measuring Success representatives gave a demonstration to those Business Officers participating in the Data Survey on how to manipulate the survey data to create meaningful reports for information and presentation purposes. Several generic templates are in place for Business Officers to use to create charts and graphs, and there will also be the ability to download the data to create custom reports. Project Analysts Stacey Pollack and Irrum Anwar used sample data in the General Survey to create suggested reports to use during the budgeting process. Participants now have the ability to benchmark their school with their peers on such topics as:

Tuition

Enrollment

Financial aid

Endowment

Debt

Insurance

Faculty Salaries

Irrum Anwar presents to group.

Roasted Butternut Squash, Apple and Spelt Berries Soup

Praesidium's Tip of the Month

Preventing Youth-to-Youth Sexual Activity

Are your staff trained on preventing youth-to-youth sexual activity? Youth-to-youth abuse can happen between very young children and should be taken seriously. Train your staff on recognizing, interrupting, addressing, and documenting incidents of youth-to-youth sexual activity. Additionally, increase supervision during high-risk activities, like free time and bathroom breaks.

Howard Teibel Podcast Talks About Power and Control in Schools

Because of the confidentiality of the Salary Survey information the reports are limited to broad averages. If you need a custom salary report created with a subset of at least 8 specific schools, a request form is being created and will be distributed on November 9. Measuring Success CEO Mark Cross reviewed the entire process and acknowledged the collaboration of PAISBOA and Cal-ISBOA on this important project and announced that several improvements to the survey are already being made for next year. 76 schools participated in the Data Survey this year or about half of the eligible schools. A candid discussion followed the presentation on how to increase the number of participants and suggestions on how to improve the process. Kudos go to the Data Survey team (Tom Devine - Merion Mercy, Carole Melvin - Agnes Irwin, Larry Capuzzi - Episcopal Academy, and Jayme Karolyi - Shipley) for all their work on behalf of the PAISBOA participants. If you do not receive your data on November 9, PLEASE CHECK YOUR SPAM FOLDER. This has been on on-going issue that we hope to resolve before next year's process.

November 18 PAISBIG Meeting to Focus on Security Emily Miller, PAISBOA

Don't forget to register for the November 18 PAISBIG Annual Meeting, which will feature a presentation on Strategic Security Methods for Independent Schools with Dr. John More. This presentation is open to all PAISBOA member schools and is a mandatory meeting for schools who are members of the Business Insurance Consortium. This dynamic, interactive, and practical session will provide all school personnel with a critical legal road map on how to, in simple fashion, implement and maintain an effective system to recognize, report, and respond to any potential threat or incident within the school environment. This is a scenario-based presentation that focuses on lessons learned within the private

Dr. John More, Response Law, LLC.

Howard Teibel was a guest speaker at the last Business Officers meeting. The following is from his newsletter, describing his latest podcast:

This week on Navigating Change, we're talking about the space between power and control on campus. It is somewhere between these two concepts that there exists a détente between well-meaning though protective faculty and campus leaders. As an ideal, each recognizes their own power and influence, and uses it to build a better community of learners. More often, power is wielded to protect turf and demonstrate authority at the expense of true progress.

Today, Howard Teibel and Pete Wright discuss the tools and controls in place to help institutional leaders come to agreement and craft a model of shared governance each can be proud to own.

school environment backed by Pennsylvania and Federal law. All plant managers and security directors are strongly encouraged to attend this informative presentation. The meeting will also include important updates and announcements for Business Insurance member schools. Click here to register for the meeting on November 18 at 9:00 am.

ADC to Hold a Maintain, Don't Gain Challenge for all PAISBOA HBT Members This Season John Manion, Armstrong, Doyle and Carroll

The Maintain, Don't Gain Challenge is not a weight loss contest. It is a Weight Maintenance program. Studies have shown that the average American gains up to 5 pounds during the Holidays and isn't able to lose that

weight throughout the year. The Maintain, Don't Gain Challenge is set up for participants to weigh in at the start of the program, before Thanksgiving, and maintain their weight, with a 3 pound variance, through the Holidays. Participants will be encouraged through the 8 week program to log in each week and record how they are doing and will be given helpful tips each week. At the end of the 8 weeks, participants who logged in each week and were able to successfully maintain their weight will be entered into a raffle for a chance to win prizes. We realize the tremendous value of Wellness and encourage the PAISBOA HBT members to let their employees know about this program, so we can affect as many of our members as possible. Information will be coming out in the next two weeks and the program will kick off on November 23.

Listen here.

Special Offers and News from the Cloud Institute

Jamie Cloud, who is nationally recognized for work in the realm of sustainability was the kick off speaker when PAISBOA launched the Sustainability Group in 2014. Because of the Institute's focus on education, PAISBOA has continued to follow them closely and last year offered scholarships to their resource library. Here is the link to some recent information and special offers.

Jaimie Cloud Wants YOU to Say No to Waste!

Want a Sustainable Future? Educate for it!

Promotional Offer: 50% Off of Select Digital Titles

Reminder-Changes Made to Act 153 Clearance Requirements Susan Guerette, Fisher & Phillips, LLP

In case you missed it, on July 1st,

Governor Wolf signed a bill revising

some of the clearance requirements

set forth in Act 153. Those changes include:

Renewal - For both employees and volunteers, the background

checks must now be done every five years, instead of every three.

Higher Education - Employees of institutions of higher

education are no longer required to do background checks as part

of their jobs if their contact with children in the course of their

employment is limited to visiting students and students enrolled

at the institution.

Volunteers - Unpaid volunteers need clearances if they have

"direct volunteer contact" with children. Direct volunteer contact

is now defined as "the care, supervision, guidance or control of

children and routine interaction with children." The volunteer

must be providing guidance and having routine interaction in

order to be covered. Routine interaction is "regular and repeated

contact that is integral to a person's employment or volunteer

responsibilities."

Cost to volunteers - Certifications shall be provided free of

charge to volunteers once every 57 months.

Deadline for volunteers - The deadline for new volunteers to

obtain their clearances was moved to August 25, 2015.

Support staff - School administrative staff and other support

personnel are exempt from the clearance requirements unless they

have direct contact with children.

Holiday Hazards in the Classroom Robert Pallini, Willis

Teachers decorate their classrooms for a whole host of reasons: showcasing student's talents, generating excitement for an upcoming lesson, or to get into the holiday spirit. Here are some safety tips to consider while decking the halls and the classroom for the Holiday season.

Potential hazards from decorations in the classroom include:

Electrical - Fires can result from the improper use of extension cords or holiday lights. Only commercial grade extension cords with grounding prongs should be used to power your holiday decorations. Lights should never be strung over ceiling tiles, or be fastened with staples, as damage to the cords insulation can cause a fire. Ensure that outlets and power strips are not overloaded to help protect against power surges.

Obstacles - Excessive clutter due to holiday decorations and the use of extension cords can increase the possibility of trip hazards in the classroom. Never run cords across door entrances or aisles. Be sure not to hang decorations from ventilation, sprinkler heads or light fixtures. Do not block fire alarms or emergency exits with decorations.

Projectiles - Decorations that are not properly secured could come loose and possibly injure a student or cause damage due to impact.

Using decorations in the classroom is a great way to foster excitement about an upcoming holiday, event or lesson. However, great care should be taken to maximize enjoyment while minimizing the hazards associated with classroom decorations.

Resources to Help You Choose the Best Education App Al Greenough, PAISBOA The November 5 Tech Group Meeting was energized by two presentations from experts in educational technology as they discussed the process of determining the best technology solutions.

Dr. Scott Garrigan served on the panel of the October 27 Most Likely to Succeed screening at Springside Chestnut Hill Academy, and returned to PAISBOA for the Tech meeting. Garrigan is the Professor of Teaching, Learning & Technology at Lehigh University College of Education, and brought to his presentation his experience as a Professor and consultant, Public School Administrator, and Elementary School Teacher. Garrigan walked attendees through the various considerations of using technology, pointing out that the cost has been dropping rapidly, so now the central questions are utilization and effectiveness.

Christina Quattrocchi is currently the Director of Research at EdSurge after a career in teaching that ended with a position at High Tech High in San Diego, the subject of the documentary film Most Likely to Succeed. EdSurge is an independent information resource and community for everyone involved in education technology. Quattrocchi explained the purpose and work of EdSurge by navigating their website, with special emphasis on their Index and Concierge products, both of which are free to schools. Index is equipped with a particularly useful search engine and the staff written product information is

supported by customer reviews. It has captured and classified over 1600 educational products. Throughout the presentation Quattrocchi emphasized the value of first considering what to look for and then using the concierge service to help do the homework. In addition to the PowerPoint presentation everyone appreciated the value of the handout titled Defining Your EdTech Needs. Both resources can be found in the PAISBOA Library under "Technology Resources". The group learned that EdSurge hosts summits that educate teachers and administrators giving them hands-on experience with tools that participants could implement in schoools. The group enthusiastically voted for Al to investigate the possibility of PAISBOA hosting an EdSurge Summit in Philadelphia.

Dr. Scott Garrigan

Speaker Christina Quattrocchi

Plant Manager Professional Development Opportunities Al Greenough, PAISBOA

Over the next two months there are three events that Plant Managers should consider attending. Two Webinars in November will be hosted by SchoolDude, with whom PAISBOA has a pricing agreement. SchoolDude only works in the education space and is committed

to personalized customer service. Independent School Virtual Summit: Achieving Operational Excellence Thursday, November 12th at 2pm ET Speaker: Ed Bennett, Director of Facilities, The Thacher School, CA

Learn more and register. Advancing School Safety in the Mobile Age Thursday, November 19th at 2pm ET Moderated By: Zach Winn , Web Editor, Campus Safety Magazine

Guest Speakers: -APPA (Leadership in Educational Facilities) -Christopher Reed, Director of Safety, Training & University Fire Marshall, University of New Haven

Learn more and register.

Holiday Plant Managers Luncheon Thursday, December 17th from 11am-1:30pm

The December Plant Manager's Meeting will take place at our favorite holiday site, the Wyndham House at Bryn Mawr College. School Security will be the focus of the meeting, featuring presenters on two products, a group discussion led by Bob Meals of the Shipley School and Al Greenough, and after lunch, a tour of the new facilities and systems at Shipley. Register here.

Leftover Halloween Candy: What it Takes to Burn Off the Calories Krista Latortue, Family Food LLC.

All foods contain Calories, but candy and sweets can add up quickly in small amounts. Don't get us wrong, as healthy

as it would be, we don't foresee everyone exclusively sticking to fruits and vegetables on Halloween, but keep these numbers in mind as you indulge on your favorite candies. To put things in perspective, 1 full cup of raw broccoli contains only 30 Calories and 1 Cup of sliced apple is less than 60 Calories.

Our advise is to make a plan: pick a number of your favorites that you want to enjoy and stick to that number for the night. Keep in mind that it only takes the human brain around 3 tastes of something to be satisfied, so choose the smallest size when possible, but take time to savor and enjoy it!

Here is the Caloric content of some popular Halloween candy the amount of exercise it would take to compensate for the extra Calories.

A snack size Reese's Cup (1 piece) contains 90 Calories and would require 10 minutes of jogging to burn off.

A fun size Snickers bar (1 piece) contains 80 Calories and would require 9 minutes of jogging to burn off.

A regular size Twizzlers Strawberry Twist Candy (1 piece) contains 40 Calories and would require 5 minutes of jogging to burn off.

A fun size 3 Musketeers bar (1 piece) contains 63 Calories and requires 7 minutes of jogging to burn off.

One single piece of a Starbust fruit chew contains 20 Calories and would only require 2 minutes of some jogging to burn off.

A fun size pack of Skittles candy contains about 60 Calories and would require around 6 minutes of jogging to burn off.

A fun size Twix bar contains 125 not so fun sized Calories, which requires 14 minutes of jogging to burn off.

A single small piece of Jolly Rancher candy contains around 25 Calories and would take about 3 minutes of jogging to burn off.

A small handful of candy corn (about 20 pieces) contains around 150 Calories, in which you would need to carve out 17 minutes for a jog to burn it off.

*Calorie and exercise information from calorieking.com. Based on a 35 year old female who is 5'7" and weighs 144 lbs.

Read this article on the Family Food Blog. To learn more about Family Food and the advantages of working with one of their dietitians click here.

The Six Categories of Fiduciaries Marcie Carroll, Carroll Consultants

A retirement plan may have one or more fiduciaries. Each of the fiduciaries may have different responsibilities and many individuals/committees serve in multiple fiduciary roles. Here is a simplified list, along with brief definitions, of each category of fiduciary:

Named Fiduciary. This party should be named in the plan document and is considered the plan's primary decision maker. This fiduciary may be either an employee of the sponsor, or an independent party, that, absent delegation otherwise, has the duty to control, manage, and administer the plan. Every plan must have a named fiduciary.

Plan Administrator. Not to be confused with pension administrator or a hired third party administrator (TPA), this fiduciary is responsible for the plan's government filings, making required disclosures to participants, hiring service providers, and fulfilling other responsibilities set forth in the plan document.

Trustee. The person(s) recognized as having exclusive authority and discretion over the management and control of plan assets.

Investment Manager. A fiduciary with full discretionary powers for selecting, monitoring and replacing plan investment options, as defined by ERISA section 3(38).

Investment Advisor. A limited scope ERISA 3(21) advisor who does not have explicit discretionary control over plan assets, but may exercise a certain level of influence over the operation of the plan by way of providing investment advice/monitoring services.

Other Fiduciaries. Other individuals, including members of various plan-related committees appointed by the named fiduciary, as well as others whose actions may dictate fiduciary status, may fall within the definitions of fiduciary under ERISA.

In all cases, the plan sponsor retains the authority to remove and replace any fiduciary, even if he/she has delegated day-to-day responsibilities to others. As a result, the sponsor/named fiduciary retains the responsibility to monitor any persons to which he/she has delegated responsibilities on an ongoing basis. For further information about this article, please contact Marcie Carroll at mcarroll@cclbenefits.com or (610) 225-1210.