Partners

Strategic Alliance Partners

American Fidelity

CASBO STRATEGIC ALLIANCE PARTNER
EMPLOYEE BENEFITS/INSURANCE:
Benefits for the Education Community

American Fidelity provides value-added services to educational employers for Section 125, health savings account administration, online platforms, dependent verification reviews, Patient Protection and Affordable Care Act, and voluntary insurance and 403(b) plans.

Contact:
Raelene Walker
Account Development Coordinator
3200 Inland Empire Blvd., Suite 260
Ontario, CA 91764
(760) 917-1158
raelene.walker@americanfidelity.com
 

School Services of California, Inc.

CASBO STRATEGIC ALLIANCE PARTNER
CONSULTANTS/LOBBYISTS:
Accounting, Finance, Facilities, Human Resources, Management and Governmental Relations

School Services of California, Inc., (SSC), founded in 1975, is the premier business, management and governmental relations resource for school agencies in California. SSC’s consultants are recognized experts in school finance, management and education policy.

Contact:
​John Gray
President
1121 L Street, Suite 1060
Sacramento, CA 95814
(916) 446-7517
johng@sscal.com

 

Sourcewell

CASBO STRATEGIC ALLIANCE PARTNER
SOURCEWELL:
Competitively Solicited Public Agency Purchasing Contracts

Sourcewell is a self-supporting government organization that partners with local, regional and national education, government and nonprofits to boost student and community success. Throughout the U.S. and Canada, Sourcewell offers a cooperative purchasing program to help public agencies as they strive for efficient public service. On behalf of its 50,000 members, Sourcewell conducts competitive solicitations, awarding to the most responsive and responsible vendors at the manufacturer level. Members can purchase off these contracts through their local dealers, streamlining the procurement process and saving time, energy and money while shopping locally. Membership is free and open to any government, education or nonprofit entity.

Contact:
Duff Erholtz
Membership Development Administrator III
202 12th Street NE | P.O. Box 219
Staples, MN 56479
(218) 894-5490
duff.erholtz@sourcewell-mn.gov

 

TerraVerde Energy

CASBO STRATEGIC ALLIANCE PARTNER
FACILITIES:
Energy and Solar Projects and Proposition 39

TerraVerde Energy is an independent energy advisor that represents schools and other public agencies, helping them reduce energy costs through planning and implementing energy conservation measures and solar and other clean-energy solutions.

Contact:
Rick Brown, Ph.D.
President
1100 Larkspur Landing Circle, Suite 275
Larkspur, CA 94939
(707) 953-2885
rick@terraverde.energy

 

CASBO Premier Plus Partners

California Financial Services

CASBO PREMIER PLUS PARTNER
FACILITIES:
Facility Consultants, Facility Financial Advisors, School Facility Planners (SFP) and Facility Compliance Services

California Financial Services (CFS) is a full-service financial and facility planning firm advising on bond sales, preparing state facility eligibility/grant applications and negotiating developer fees/mitigation agreements. CFS's subsidiary, KeyAnalytics, provides professional staffing and proprietary software that consolidates multiple revenue sources and projects into easily usable information for staff, oversight committees and the public. KeyAnalytics also tracks ongoing bond and SFP grant compliance activities. CFS maintains offices in Orange County, Sacramento and Santa Rosa.

Contact:

Orange County Office
(949) 282-1077

Sacramento Office
(916) 780-7800 (Patty Paulsen)
(209) 595-0791 (Michael Dodge)

Santa Rosa Office
(707) 544-7800

Michael Dodge
Regional Director
(209) 595-0791
mdodge@calschools.com

 

Horace Mann Companies

CASBO PREMIER PLUS PARTNER
EMPLOYEE BENEFITS/INSURANCE:
Insurance and Financial Services

Horace Mann, an insurance company founded by Educators For Educators®, offers retirement system workshops, flexible benefit plan services and convenient payroll options for auto and life and 403(b) annuities.

Contact:
Lance Brogden
School Relations
1400 Bishop Avenue
Live Oak, CA 95953
(530) 321-3282
lance.brogden@horacemann.com

 

Keenan & Associates

CASBO PREMIER PLUS PARTNER
INSURANCE SOLUTIONS:
Risk Management and Employee Benefits Specialists

Keenan & Associates provides innovative insurance and financial solutions for schools, public agencies and health care organizations. Serving those who support our communities, you can rely on the experts at Keenan when it comes to employee benefits, risk management, claims services and technology.

Contact:
John Scatterday
Senior Vice President
1111 Broadway, Suite 2000
Oakland, CA 94607
(510) 986-6750
jscatterday@keenan.com

 

Office DEPOT

CASBO PREMIER PLUS PARTNER
EDUCATIONAL MATERIALS/INSTRUCTION: 
Copy, Print, Furniture, Professional Development and Technology

Committed to Learning integrates Office DEPOT’s education-focused contract division with a wealth of best-in-class partners across the instructional ecosystem of people, classrooms, content, data and materials, personalizing the learning journey.

Contact:
Paul Martorella
Public Sector Specialist
3366 E. Willow Street
Signal Hill, CA 90755
(562) 810-8270
paul.martorella@officedepot.com

 

STIFEL

It’s pronounced Stē-fuhl!
CASBO PREMIER PLUS PARTNER
FACILITIES/FINANCIAL SERVICES/PUBLIC FINANCE/UNDERWRITING:
General Obligation (GO) Bonds, Certificates of Participation (COPs)/Leases, Special Tax (CFDs) Bonds and Refinancing/Refunding/Restructuring Bonds

With California offices in Los Angeles and San Francisco, STIFEL is the No. 1 underwriter, by par amount and number of issues, of K-12 school district bonds in California and the United States. Stifel’s public finance professionals specialize in helping school districts raise capital to build and maintain essential infrastructure using general obligation (GO) bonds, certificates of participation (COPs) and special tax bonds (CFDs). Having the largest and most experienced municipal banking and underwriting group in California, Stifel works with school districts to develop and implement financing strategies that allow them to operate and optimize the important work they do.

Contact:
Erica Gonzalez
Managing Director
One Montgomery Street, Suite 3500
San Francisco, CA 94104
(415) 364-6841
egonzalez@stifel.com

 

CASBO Premier Partners

Christy White Associates Inc.

CASBO PREMIER PARTNER
INDEPENDENT AUDITS:
LEAs, Bonds, Charters and Investigative

Christy White Associates’ exceptional audit and assurance services provide the peace of mind that you demand, and the fiscal accountability and transparency that your agency’s constituents expect. Audits are our core business!

Contact:
Christy White, CPA
President
348 Olive Street 
San Diego, CA 92103 
(877) 220-7229
cwhite@christywhite.com

 

CISCO

CASBO PREMIER PARTNER
TECHNOLOGY/COMMUNICATIONS:
Networking and Communication Solutions

CISCO is the worldwide leader in networking that transforms how people connect, communicate and collaborate.
Connected Learning solutions foster engaging learning, cost-efficient, and safe environments.

Contact:
Tim Watrous
K-12 Strategic Advisor
(408) 334 9436
tiwatrou@cisco.com

 

Climatec

CASBO PREMIER PARTNER
FACILITIES:
Energy Efficiency Projects and Proposition 39

Since 1975, Climatec has been making buildings safer, more comfortable and efficient. As the recognized market leader for California’s K-12 market, Climatec is uniquely qualified to evaluate the efficiency of your facility and provide budget-neutral, energy-saving solutions with guaranteed results. Climatec's long list of products and services can help you create a building that's efficient and friendly both to your bottom line and the environment.

Contact:
Ashley Cascio
Director of Education Services
2150 Towne Centre Place, Suite 200
Anaheim, CA 92805
(949) 252-6943
acascio@climatec.com

 

Colbi Technologies

CASBO PREMIER PARTNER
FACILITIES/FINANCE/CONSULTING: 
Program Management Software for School Bond Programs 

Colbi Technologies provides complete solutions to manage and track bond program finances and documents. Designed for school districts, our software plans, tracks and reports multi-year multi-fund capital programs, enforces your internal control processes, and provides for informed decision making. 

Contact:
Jon Patterson
Director of Business Development
12821 Newport Avenue
Tustin, CA 92780
(714) 505-9544
jpatterson@colbitech.com

 

Dannis Woliver Kelley

CASBO PREMIER PARTNER
LEGAL SERVICES:
Education Law

For over 40 years, Dannis Woliver Kelley (DWK) has devoted its entire practice to serving public school districts, county offices of education and other educational organizations. From bond finance to business and technology, construction to litigation, board ethics to students’ rights, collective bargaining to charter oversight, DWK provides outstanding legal representation and preventive and practical counsel on key issues surrounding your core mission–the education of students.

Contact:
Marilyn J. Cleveland, Shareholder
275 Battery Street, Suite 1150
San Francisco, CA 94111
(415) 543-4111
mcleveland@dwkesq.com

 

Development Group, Inc.

CASBO PREMIER PARTNER
TECHNOLOGY:
Technology/Facilites/Leadership

DGI is a next-generation network solutions integrator with a focus on delivering business outcomes. DGI leverages a proven process that produces consistent results and establishes IT relevancy within your organization.

Contact:
Joe Jenkins
Education Business Advisor
6704 Lockheed Drive
Redding, CA 96002
(916) 417-9860
jjenkins@development-group.net

 

Direct Energy Business

CASBO PREMIER PARTNER
FACILITIES:
Smart Energy Strategies

Direct Energy Business works with schools and universities throughout North America to actually buy less of what they sell — energy. Direct Energy does this by offering smarter energy strategies that make a difference because energy can be a major cost that schools can reduce without sacrificing the quality of education.

Contact:
Hambir Chavan
Director for Sales, California
7220 Avenida Encinas, Suite 120
Carlsbad, CA 92011
(908) 420-4238
hambir.chavan@directenergy.com

 

EdFiles

CASBO PREMIER PARTNER
TECHNOLOGY:

Facilitating the Permanent Retention and Exchange of Organized and Secured Educational Records ... Not Paper!

EdFiles firmly believes that permanent personnel, student and administrative files that are vital for educators to serve their students, employees and communities must be preserved and backed up, conveniently and securely accessible electronically and, lastly, available to institutions of all sizes and budgets.

Contact:

Frances Ampudia
Customer Success Team Lead
261 E. Imperial Hwy. #550
Fullerton, CA 92835
info@edfiles.com
(855) 5Ed-File or (657) 217-3260

 

ENGIE Services U.S.

CASBO PREMIER PARTNER
FACILITIES:

Energy Efficiency, Building and Energy Infrastructure, Renewable Energy Technologies, Water Conservation, Natural Resources Stewardship, Prop 39 and STEM Education

ENGIE Services U.S. is a national energy company that works with education, local government, commercial, industrial and institutional organizations to implement efficiency and sustainable energy solutions that save money, enhance safety, improve assets and protect the environment. As part of ENGIE, the number one energy efficiency services provider in the world, ENGIE Services U.S. provides a unique and extensive set of energy and sustainability management services to thousands of customers across the United States, providing more than $2 billion in energy savings for its customers over the past 40 years.

Contact:
Suzanne Gentilini
Senior Manager, Business Development
ENGIE Services U.S.
(714)785-3025
Suzanne.Gentilini@engie.com

 

ENGIE Storage

CASBO PREMIER PARTNER
FACILITIES:
Full-Service Energy Storage Provider

ENGIE Storage (formerly Green Charge) is the most experienced provider of energy storage solutions for California schools with over 80 projects throughout the state. ENGIE Storage solutions help school districts save on energy costs by avoiding demand charges, performing energy arbitrage, improving the utilization of solar energy and generating additional revenue streams from the grid.

Contact:
Steve Kelley
Senior Vice President of Sales
4151 Burton Drive
Santa Clara, CA 95054
(408) 638-0072
steve.kelley@engie.com

 

Forecast5 Analytics, Inc.

CASBO PREMIER PARTNER
TECHNOLOGY/COMMUNICATIONS:
Data Analytics for Schools

Forecast5 Analytics provides decision support systems and applications for school business leaders. Forecast5's state-of-the-art analytics technology helps you identify strategic and financial opportunities with highly visual output in the areas of financial performance, compensation, enrollment/demographics and student performance. More than 1,200 school districts across the country use Forecast5 tools to maximize their data insights.

Contact:
Jeff Carew
Managing Director
2135 CityGate Lane, 7th Floor
Naperville, IL 60563
(630) 955-7615
jcarew@forecast5analytics.com

 

ForeFront Power

CASBO PREMIER PARTNER
FACILITIES:
Renewable Energy Projects

ForeFront Power has more than a decade of renewable industry experience, serving business, public-sector and wholesale-power customers around the world. Its team has developed over 800 megawatts of capacity across more than 1,000 projects, targeted on assisting public-sector agencies and commercial and industrial firms to deliver the most effective behind-the-meter, virtual and wholesale solutions. ForeFront Power is a wholly owned subsidiary of Mitsui & Co., Ltd., a global energy infrastructure and investment leader. Mitsui brings a strong balance sheet and global presence to its partnership with ForeFront Power. The company offers substantial financial liquidity due to its strong profitability and is proud to have an "A" credit rating from Standard & Poor’s and an "A3" rating from Moody’s.

Contact:
Brian Taylor
K-12 Specialist
100 Montgomery Street, Suite 1400
San Francisco, CA 94104
(415) 802-2106
btaylor@forefrontpower.com

 

KNN Public Finance, LLC

CASBO PREMIER PARTNER
Finance:
Municipal Advisory Services

KNN Public Finance, LLC, is an Independent Registered Municipal Advisor, providing services to California state and local agencies. KNN has worked with school and community college districts for more than 30 years, offering advisory services for bond programs, including strategic planning, debt policy development, taxable and tax-exempt bond transactions, and continuing disclosure. As one of the largest advisory firms in California, KNN’s diversified staff (which comes from the public sector, rating agencies, and underwriting and legal communities) provides a broad perspective and professional relationships that are valuable to understanding the latest trends in public finance.

Contact:
Joanna Bowes
Managing Director/Principal
Corporate Headquarters
1300 Clay Street, Suite 1000
Oakland, CA  94612
(510) 839-8200
jbowes@knninc.com

Blake Boehm
Director/Principal
Orange County Office
1451 Quail Street, Suite 200
Newport Beach, CA  92660
(949) 346-4902
bboehm@knninc.com

Lozano Smith LLP

CASBO PREMIER PARTNER
LEGAL SERVICES:
Education Law

Lozano Smith is a leader in education law that partners with California school districts, integrating passion and innovation into its legal counsel in an effort to consistently provide California school business leaders with the legal support they need. It started more than 30 years ago when the firm's founding partners chose to focus on relationships and accessibility. Today its clients benefit from the unique services of a large firm with eight offices throughout California, paired with the comfortable relationships more often found in a small firm: Lozano Smith essentially operates as your own in-house counsel, and its team of more than 90 attorneys is fully informed and available the moment you need them. Every day, these dedicated people see school district leaders who are experiencing new and unforeseen issues, and for that reason, Lozano Smith believes you and your district deserve a law firm that covers every area of education law.

Contact:
Harold Freiman
Partner
2001 North Main Street, Suite 500
Walnut Creek, CA 94596
(925) 953-1620
hfreiman@lozanosmith.com

 

Raymond James

CASBO PREMIER PARTNER
FACILITIES/FINANCIAL SERVICES/PUBLIC FINANCE/UNDERWRITING

Raymond James is consistently among the leading K-12 municipal bond underwriters in California and the nation. Its seven-member California Education Finance team brings experience, professionalism and integrity to financing K-14 school bond programs and prides itself on providing creative solutions, top-notch service and low borrowing costs, supporting its clients’ efforts to act as true stewards of taxpayer dollars. Raymond James' extensive distribution network of 7,500 financial advisors in the U.S., Canada and overseas reaches not only Tier 1 institutional buyers, but also Tier 2 and Tier 3 buyers, with the largest middle-market institutional sales force in the nation, which translates to low cost bond financings for California K-12 school districts and their taxpayers.

Contact:
John R. Baracy
Managing Director
2000 Avenue of the Stars, Suite 920-N
Los Angeles, CA 90067
(424) 303-6406
john.baracy@raymondjames.com

 

Regional Liability Excess Fund l ReLiEF

CASBO PREMIER PARTNER
SAFETY/SECURITY/RISK MANAGEMENT:
Insurance JPA for Schools (P&L)

ReLiEF is a non-profit, member-owned-and-operated California joint powers authority (JPA), serving public schools since 1986. ReLiEF currently serves 444 local education agencies, representing in excess of 2.1 million average daily attendance and $58 billion in total insured values.

Contact:
Leslie Delozier
Assistant JPA Manager
P.O. Box 4328
Torrance, CA 90510
(310) 212-3344
ldelozier@keenan.com

 

School Innovations & Achievement

CASBO PREMIER PARTNER
CONSULTANTS:
Mandates (Risk Management) and Attendance Management

Since 2003, School Innovations & Achievement (SI&A) has been the back-office facilitator for most of California’s school districts and county offices of education, ensuring fiduciary responsibility to mitigate risks associated with the mandate program. Today SIA's signature product, Attention2Attendance®, has created a new standard as the foundation program of The Achievement Initiative: closing the achievement gap for all ethnicities, raising graduation rates and lowering dropout rates. SI&A’s award-winning technology and service products are helping districts create a culture of success. Join the movement!

Contact:
Erica Peterson
National Educational Manager
5200 Golden Foothill Pkwy.
El Dorado Hills, CA 95762
(916) 669-5131
ericap@sia-us.com

Southwest School & Office Supply

CASBO PREMIER PARTNER
EDUCATION MATERIALS/INSTRUCTION:
Instructional, Janitorial & Paper

We are the largest privately held school supplier in the state of California. We offer next day delivery with employee drivers, on-line ordering, with blanket purchase order controls, experienced sales consultants and local customer service personnel.

Contact:
Brent Stickler
Vice President
3790 De Forest Circle
Jurupa Valley, CA  91752
(909) 980-7777
bstickler@southwestschool.com

 

Tandus Centiva, a Tarkett Company

 

Tandus Centiva’s unique line of Powerbond, Carpet Tile, Broadloom, Woven and LVT flooring products offers a true fit-for-purpose approach to enhance spaces for learning, working, healing and living. With industry-leading product design, unrivaled service, and a commitment to environmental and social stewardship, Tandus Centiva provides the ultimate flooring experience for its customers.

CASBO PREMIER PARTNER
FACILITIES:
Flooring

Contact:
Drew McAlister
Account Executive
Tandus Centiva, a Tarkett Company
750 Battery Street, Suite 150
San Francisco, CA 94111
(925) 785-1530
drew.mcalister@tarkett.com

 

VALIC

CASBO PREMIER PARTNER
BUSINESS AND FINANCIAL SERVICES
Financial Planning

VALIC has more than half a century of experience helping people plan for and enjoy a secure retirement. We take a personal approach to retirement plans, offering customized solutions for your needs. We can help you live retirement on your terms.

Contact:
Keith Poch
Regional Vice President Northwest Region
2901 Douglas Blvd. Suite 150
Roseville, CA 95661
(916) 780-6014
keith.poch@valic.com

 

Virco Inc.

CASBO PREMIER PARTNER
EQUIPMENT/FURNITURE:
Furniture and Equipment

As America's largest manufacturer and supplier of furniture and equipment for K-12 schools, Virco continues to give customers the unparalleled advantages of working with an experienced U.S. manufacturer. Visit our facility in Torrance, California!

Contact:
Kathy Virtue
Regional Sales Manager Pacific Coast Region
2027 Harpers Way
Torrance, CA 90501
(800) 448-4726
kathyvirtue@virco.com