Partners

Strategic Alliance Partners

American Fidelity

CASBO STRATEGIC ALLIANCE PARTNER
EMPLOYEE BENEFITS/INSURANCE

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
 

Direct Energy Business

 

CASBO STRATEGIC ALLIANCE PARTNER
FACILITIES:
Smart Energy Strategies

Direct Energy Business is an electricity and natural gas supplier that serves more than 180,000 commercial customers, including hundreds of schools and universities. Direct Energy Business empowers customers by not only helping them navigate the complexities of the retail energy market to find the best solutions for their specific needs, but also by assisting in the implementation of strategies that help them use less energy. Successful energy management is just one way schools can reduce costs without sacrificing the quality of education delivered.

Contact:
Hambir Chavan
Director for Sales, California
7220 Avenida Encinas, Suite 120
Carlsbad, CA 92011
(908) 420-4238
hambir.chavan@directenergy.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
PURCHASING:
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:
Solar, Storage, Microgrid and Energy-Efficiency Project Development and Asset Management

TerraVerde Energy is an independent energy advisor that supports schools and other public agencies, helping them reduce energy costs through planning, implementing and managing solar, storage and other 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 municipal financial advisor and facility planning firm. The KeyAnalytics division helps school districts with project expenditure tracking and COC reporting, bond and state compliance/reporting, state SFP grant applications, developer fees/mitigation, and CFD formation and administration. KeyAnalytics’ mix of experienced professionals from the private and public sector means that they understand the school facility world from the perspective of the facility planner, the CBO, the superintendent and the board

Contact:
Michael Dodge, Regional Director
1420 Michele Way
Escalon, CA 95320-9570
(209) 595-0791
mdodge@calschools.com

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

Santa Rosa Office:
(707) 544-7800

Orange County Office:
(949) 282-1077

 

CDW Government LLC

CASBO PREMIER PLUS PARTNER
TECHNOLOGY/FACILITIES/RISK MANAGEMENT

CDW Government LLC (CDW-G) is a leading multi-brand technology solutions provider to education, business, government and healthcare organizations in the U.S., United Kingdom and Canada. Education has seen a dramatic shift in recent decades, and CDW-G is proud of its role in reshaping education through technology. CDW-G's team — which includes many former K–12 teachers and administrators — has spent more than 30 years helping schools and districts use the latest and greatest solutions to drive student engagement and learning outcomes. Whether it's configuring and deploying one-to-one devices, modernizing networking infrastructure to power classroom mobility, or designing a cloud-based disaster recovery plan, CDW-G goes above and beyond to support its customers.

Contact:
Angela Gadient
Field Sales Manager
101 N. Brand Boulevard, Suite 550
Glendale, CA 90203
(866) 836-5631
angela@cdwg.com

 

Colbi Technologies

CASBO PREMIER PLUS 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, Colbi's software plans, tracks and reports multi-year multi-fund capital programs, enforces your internal control processes, and provides for informed decision-making. 

Contact:
Julie Williams
Marketing Director
12841 Newport Avenue
Tustin, CA 92780
(714) 505-9544
jwilliams@colbitech.com

 

ENGIE

 

CASBO PREMIER PLUS PARTNER
FACILITIES:

Energy Efficiency, Building and Energy Infrastructure, Renewable Energy Technologies, Water Conservation, Natural Resources Stewardship, Prop. 39 and STEM Education, Full-Service Energy Storage Provider

As part of the No. 1 energy services provider in the world, ENGIE Services U.S. and ENGIE Storage provide an extensive set of energy and sustainability management services to thousands of customers throughout the U.S.

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

Steve Kelley
Senior Vice President of Sales
ENGIE Storage
4151 Burton Drive
Santa Clara, CA 95054
(408) 638-0072
steve.kelley@engie.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, 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
Program Manager Public Sector Education & Government
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:
GO Bonds, COPs/Leases, CFDs, 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

AXA

CASBO PREMIER PARTNER
EMPLOYEE BENEFITS/INSURANCE:
Retirement Planning and Life Insurance

With a 155 year heritage, AXA stands among the nation's premier providers of annuities and serves as industry leader in the 403(b) market. Through a robust program for K-12 educators, AXA offers innovative retirement options to fit their clients' needs.

Contact:
Eric Fiedler
Regional Vice President
Retirement Plan Services
525 Washington Blvd.
Jersey City, NJ 07310
(631) 379-5644
Eric.Fiedler@axa.us.com

 

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 Christy White's 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 helps seize the opportunities of tomorrow by proving that amazing things can happen when you connect the unconnected. Cisco leads the way in providing schools, colleges and universities with pedagogically aligned solutions to create completely integrated, secure digital environments with its Cisco Digital Education Platform. Educators and students can teach and learn in new ways, in new places and with connections to new resources, extending the walls of the traditional classroom to an exciting worldwide community of learning.

Contact:
Brandon Fischer
Territory Account Manager, Northern California
(805) 801-6045
branfisc@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 Energy Services
2150 Towne Centre Place, Suite 200
Anaheim, CA 92805
(602) 400-2859
acascio@climatec.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:
Janet Mueller, Shareholder
750 B Street, Suite 2310
San Diego, CA 92101
(619) 595-0202
jmueller@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:
Tony Jenkins
Director of Operations
6704 Lockheed Drive
Redding, CA 96002
(530) 510-4311
tjenkins@development-group.net

 

EdFiles

 

CASBO PREMIER PARTNER
TECHNOLOGY:

Records Retention

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. EdFiles facilitates the permanent retention and exchange of organized and secured educational records ... not paper!

Contact:

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

 

Eide Bailly (formerly Vavrinek, Trine, Day & Co., LLC)

CASBO PREMIER PARTNER
INDEPENDENT AUDITS

Eide Bailly is a top 25 accounting firm in the U.S., helping clients embrace the opportunities that change and innovation bring to the evolving business landscape and personal financial decisions. Vavrinek, Trine, Day & Co., LLC (VTD) has been a member of the Eide Bailly Alliance since 2016, during which time it has discovered great alignment when it comes to client service and culture. As part of Eide Bailly, VTD's geographic reach now extends to 15 states west of the Mississippi and its staff count has grown to approximately 2,400.

Contact:
Royce Townsend
Partner, CPA
10681 Foothill Boulevard, Suite 300
Rancho Cucamonga, CA 91730
(909) 466-4410
rtownsend@eidebailly.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 1,800 school districts across the country use Forecast5 tools to maximize their data insights.

Contact:
Bob Manikas
Senior Account Executive
2135 CityGate Lane, Suite 420
Naperville, IL 60563
(630) 955-7666
bmanikas@forecast5analytics.com

 

ForeFront Power

CASBO PREMIER PARTNER
FACILITIES:
Renewable Energy Projects

ForeFront Power is paving the way for public agencies to reap the benefits of clean, affordable solar energy and battery storage. A trusted partner in California for over a decade, ForeFront Power has helped cities, counties and schools save money and meet sustainability targets by taking control of their own energy production and usage. ForeFront Power's suite of innovative energy solutions, proven methodology and trusted affiliates have made them a preferred provider of solar to California’s public sector with over 200 MW of solar capacity delivered to date.

Contact:
Brian Taylor
Director of Sales-Public Sector
100 Montgomery Street, Suite 725
San Francisco, CA 94104
(650) 743-7880
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
Managing 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 31 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 100 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

 

MeTEOR Education

CASBO PREMIER PARTNER
MeTEOR EDUCATION™:
Methods, Tools, Environments + Relationships

Founded on relationships built through discovering the current needs of today’s learner, MeTEOR Education brings together best practices in educational services, innovative tools for measuring student engagement, best-in-class learning spaces, and research-driven design for optimal support and enhanced experiences.

Contact:
Sean Baum
Senior VP of Market Development
520 McIntosh Terrace
Brentwood, CA 94513-2604
(800) 699-7516 (office)
(925) 872-3204 (cell)
sbaum@meteoreducation.com

 

Raymond James

CASBO PREMIER PARTNER
FACILITIES/FINANCIAL SERVICES/PUBLIC FINANCE/UNDERWRITING:
California Education Bond 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-12 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 translates to low cost bond financings for California K-12 school districts and their taxpayers. Raymond James was the #1 underwriting firm for California K-12 negotiated general obligation bond issues by par-amount in 2018, underwriting $1.1 billion and 35 transactions.

Contact:

John R. Baracy
Managing Director
10250 Constellation Boulevard, Suite 850
Los Angeles, CA 90067
(424) 303-6406
john.baracy@raymondjames.com

- OR -

Randy Merritt
Managing Director
209 Avenida Del Mar, Suite 207
San Clemente, CA 92672
(949) 485-5903
randy.merritt@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 $61.2 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:
Furniture, Instructional, Janitorial & Paper

Southwest School & Office Supply is the largest privately held school supplier in California, offering next-day delivery with employee drivers, online ordering, 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

 

Tarkett

 

CASBO PREMIER PARTNER
FACILITIES:
Flooring

With more than 135 years of experience, obsessive attention to detail, and a passionate commitment to people and the planet, Tarkett provides innovative flooring and surface solutions that don’t just perform, they inspire. Tarkett's Solution SPECtrum™ offers the most extensive inventory of Cradle to Cradle® certified products, from resilient to soft surface, and from products to adhesives to maintenance. Great spaces. One surface at a time.

Contact:
Drew McAlister
Account Executive
Tarkett
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, taking a personal approach to retirement plans and offering customized solutions for your needs. VALIC can help you live retirement on your terms.

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

 

Virco Inc.

 

CASBO PREMIER PARTNER
EQUIPMENT/FURNITURE

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 their 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

 

WLC Architects, Inc.

 

CASBO PREMIER PARTNER
ARCHITECTURAL DESIGN SERVICES

For over 40 years, WLC Architects, Inc., has been providing full architectural services, urban and regional master planning, and interior design. WLC is proud to be a leader in the design of educational, community, civic and religious facilities in California. Throughout the years, WLC has kept a constant vision: they are CLIENT FOCUSED and PASSION DRIVEN.

Contact:
Lisa Ryker
Director of Business Development
8163 Rochester Avenue, Suite 100
Rancho Cucamonga, CA 91730
(909) 987-0909
lryker@wlcarchitects.com