The mission of the Kenai Peninsula Borough School District is supporting students in life success.
","admin_content":null,"executive_content":null,"sort_order":3,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T02:02:17.146Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:02:07.902Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]},{"id":10134,"meeting_id":673,"category_id":4093,"item_number":"D","item_type":"procedural","title":"Roll Call","public_content":"Mr. Reid Rauch, Student Representative
Ms. Kelley Cizek
Mr. Tim Daugharty
Ms. Sarah Douthit
Ms. Dianne MacRae
Ms. Patti Truesdell
Mrs. Penny Vadla
Ms. Mica VanBuskirk
Ms. Ash-Lee Waddell
Mr. Jason Tauriainen
","admin_content":null,"executive_content":null,"sort_order":4,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-12T18:51:26.313Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:02:18.358Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]},{"id":10136,"meeting_id":673,"category_id":4093,"item_number":"E","item_type":"action","title":"Approval of Agenda","public_content":"The September 14, 2026 Regular Business Meeting agenda is presented for approval.
","admin_content":null,"executive_content":null,"sort_order":5,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-08-11T18:56:16.650Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:02:50.213Z","recommended_action":"Move to approve the September 14, 2026 Regular Business Meeting agenda as presented. 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","motion_type":"main","mover_id":24,"seconder_id":17,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T02:02:58.970Z","vote_method":"roll_call","consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Sarah Douthit","seconder_name":"Patricia Truesdell","votes":[{"id":14815,"motion_id":1667,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":14816,"motion_id":1667,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":14817,"motion_id":1667,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":14818,"motion_id":1667,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":14819,"motion_id":1667,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":14820,"motion_id":1667,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":14821,"motion_id":1667,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Penny Vadla"},{"id":14822,"motion_id":1667,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":14823,"motion_id":1667,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T02:03:35.336Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T02:03:35.350Z","resolution_amended_at":null}}]}],"item_count":5},{"id":4094,"meeting_id":673,"name":"Awards and Presentations","sort_order":2,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10116,"meeting_id":673,"category_id":4094,"item_number":"A","item_type":"information","title":"Awards and Presentations","public_content":"","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-12T18:51:52.743Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:03:46.312Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":1},{"id":4095,"meeting_id":673,"name":"School Reports","sort_order":3,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10117,"meeting_id":673,"category_id":4095,"item_number":"A","item_type":"reports","title":"School Reports","public_content":"","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-12T18:51:56.570Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:03:49.649Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":1},{"id":4096,"meeting_id":673,"name":"Student Board Representative Report","sort_order":4,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10118,"meeting_id":673,"category_id":4096,"item_number":"A","item_type":"reports","title":"Student Board Representative Report","public_content":"Mr. Reid Rauch, Student Representative to the Board of Education, will provide the Student Representative Report.
","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-12T18:52:23.360Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:03:58.190Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":1},{"id":4097,"meeting_id":673,"name":"Student Presentations/Comments (Any topic)","sort_order":5,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10119,"meeting_id":673,"category_id":4097,"item_number":"A","item_type":"information","title":"Student Presentations/Comments (Any topic)","public_content":"PROTOCOL
Addressing the Kenai Peninsula Borough School District Board of Education
Public testimony may be given during the following agenda items:
• Agenda Item 5A – Student Presentations/Comments: Any topic
• Agenda Item 6A – Public Comments: Items not on the agenda
• Public Comment on Action Items
• Agenda Item 12A – Public Comments: Any topic
Persons addressing the Board will be allowed 3 minutes per speaker for an aggregate of 30 minutes.
Meetings are digitally recorded. Please step up to the lectern, identify yourself and give your address. If you represent an organization, name it.
Defamatory, abusive, or remarks that attack the character of anyone are out of order. The presiding officer may end the speaker’s time if remarks persist.
Persons in the audience should not interrupt the comment period of any other speaker.
While members of the public may speak with the Board on items of their choice, the Board will not hear comments directed against any student or employee of the school system, including comments made through inference or implication, while in public session. The Board encourages citizens to resolve such issues through informal discussions with the individual or school.
Please refrain from sharing information which could cause embarrassment later.
If more than one person wishes to speak on the same topic, it is suggested that subsequent speakers provide only new information.
Applause is appropriate after the following:
presentation of an award
performance by a student or students
report on a school
Unless otherwise noted the Board meets at 6:00 p.m. usually on the first Monday of each month in the Borough Administration Building, 144 N. Binkley Street, Soldotna.
","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T02:09:31.663Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:08:27.785Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":1},{"id":4098,"meeting_id":673,"name":"Public Comments (Items not on the agenda)","sort_order":6,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10120,"meeting_id":673,"category_id":4098,"item_number":"A","item_type":"information","title":"Public Comments (Items not on the agenda)","public_content":"PROTOCOL
Addressing the Kenai Peninsula Borough School District Board of Education
Public testimony may be given during the following agenda items:
• Agenda Item 5A – Student Presentations/Comments: Any topic
• Agenda Item 6A – Public Comments: Items not on the agenda
• Public Comment on Action Items
• Agenda Item 12A – Public Comments: Any topic
Persons addressing the Board will be allowed 3 minutes per speaker for an aggregate of 30 minutes.
Meetings are digitally recorded. Please step up to the lectern, identify yourself and give your address. If you represent an organization, name it.
Defamatory, abusive, or remarks that attack the character of anyone are out of order. The presiding officer may end the speaker’s time if remarks persist.
Persons in the audience should not interrupt the comment period of any other speaker.
While members of the public may speak with the Board on items of their choice, the Board will not hear comments directed against any student or employee of the school system, including comments made through inference or implication, while in public session. The Board encourages citizens to resolve such issues through informal discussions with the individual or school.
Please refrain from sharing information which could cause embarrassment later.
If more than one person wishes to speak on the same topic, it is suggested that subsequent speakers provide only new information.
Applause is appropriate after the following:
presentation of an award
performance by a student or students
report on a school
Unless otherwise noted the Board meets at 6:00 p.m. usually on the first Monday of each month in the Borough Administration Building, 144 N. Binkley Street, Soldotna.
","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T02:17:57.716Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:09:31.899Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":1},{"id":4099,"meeting_id":673,"name":"Agency and Association Reports","sort_order":7,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10121,"meeting_id":673,"category_id":4099,"item_number":"A","item_type":"information","title":"Agency and Association Reports-3 minutes per report","public_content":"Includes reports or updates from Borough, City, State, and Tribal officials, Site Councils, KPAA, KPEA, and KPESA. Other organizations may give reports with prior approval from the President. Each representative will be given 3 minutes for their report.
","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T02:23:20.123Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:21:11.294Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":1},{"id":4100,"meeting_id":673,"name":"Superintendent's Report","sort_order":8,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10122,"meeting_id":673,"category_id":4100,"item_number":"A","item_type":"reports","title":"Superintendent Holland","public_content":"Assistant Superintendent Dendurent will provide the Superintendent's report.
","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T02:29:02.836Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:26:12.751Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6258,"entity_type":"agenda_item","entity_id":10122,"original_filename":"Superintendent Report 9.14.26.pdf","storage_path":"agenda_item/10122/6258/6258.pdf","content_type":"application/pdf","file_size":"2020277","checksum_sha256":"3db3b5b00a93e37cfd7627b3d55e3fbe0e864e5f3d6d6441385deab1f003155b","visibility_tier":"public","extracted_text":"\n\nKenai Peninsula Borough School \nDistrict\nSeptember 14, 2026\nClayton Holland,\nSuperintendent\n\nKPBSD Core Values\n•Community\n•Perseverance\n•Academic Excellence\n•Integrity\n\nKPBSD Strategic Plan\n2025-26 District Priorities\nLiteracy & math growth\nCTE course attainment\nCollege credits earned\nStudent Success\nFamily & Community \nEngagement\nStrong communication\nFamily involvement\nBusiness partnerships\nSchool Climate & \nSafety\nSense of belonging\nSafe, secure schools\nOnboarding improvements\nStaff retention focus\nWorkforce \nDevelopment\nOrganizational & Resource \nManagement\nAlign funding to goals\nTrain-the-trainer PD\nGrant committee\nCapital improvement process\n4\n5\n2\n1\n3\n\nCelebrations \n“Great Grant” secured by \nStudent Support Services\n•Supports eligible \nKPBSD \nParaprofessionals in \nearning a bachelor’s \ndegree and becoming \ncertified teacher.\n•Supportsourown\nteacher pipeline from \nwithin the KPBSD\n•! \n\nState and \nLegislative \nHappenings \nOne Time State Education Funding\n$115 million in one time education funding finalizedAugust 31\n• KPBSD will receive the funding level anticipated in our FY27 budget\n• Avoids an additional reduction in anticipated revenue\n• Provides important stability for the current year\n\nDistrict Updates\n\nAI and Student Technology\n•KPBSD has established clear guardrails and practices that promote transparency, academic honesty, student safety, and \nresponsible use of technology\n•Technology should support strong teaching and student learning.\n•It should not replace teacher interaction, student thinking, writing, discussion, or problem solving.\n•Technology must be used transparently, with parent knowledge and involvement, and in ways that protect student privacy \nand well-being.\n\nCollective Bargaining Update\n•Three-Year Agreements reached with KPEA and KPESA\n• Recognizes the important work of our employees\n•Supports recruitment and retention of high-quality staff\n•Provides stability for employees and the District\n•Appreciation to all the bargaining team members fortheirprofessionalism,\npersistence, commitment to reaching an agreement\n\nAnnual Financial \nAudit\n•Our Annual Financial Audit is underway.\n•Thank you to our KPBSD Finance\n•An important part of our commitment to \nfiscal accountably and transparency \n•Department for all their significant work\nhard work involved in this process \n\nFour DEED CIP Grant Applications\nSubmitted to the State of Alaska \nDistrictwide Roof Phase III, metal roofing\nSkyview Middle School Boiler and Building Automation\nKenai Middle School ADA and Kitchen Improvements\nKenai Central High School CTE Structural Roof Repair and Welding Ventilation\n\nThank you!\nQuestions?","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":2,"created_at":"2026-09-09T18:05:41.179Z","boarddocs_unique":null,"pending_state":null}],"motions":[]}],"item_count":1},{"id":4101,"meeting_id":673,"name":"Reports","sort_order":9,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10164,"meeting_id":673,"category_id":4101,"item_number":"A","item_type":"information","title":"July and August Finance Reports 2026-9-14","public_content":"Background Information:
Monthly revenue and expenditure information is presented to the Board of Education to apprise them of the District’s finances in relationship to respective budgets. More detailed information is available upon request at District Office at 148 N. Binkley Street, Soldotna, Alaska. | |
Revenue Summary by Fund: This printout recaps fund specific revenue information per the following column headings: | |
Budget Amount | The original budget amounts approved by the Board of Education. |
Adjusted Budget | Includes the original budget amounts, budget transfers and budget revisions. |
Current Activity | Includes activity for the month noted in the report. |
YTD Activity | Includes year-to-date activity. |
Requisition/Encumbrance | Not applicable to revenue accounts. |
Unencumbered Balance | Expected revenue yet to be received for the fiscal year. |
Expenditure Summary by Fund: This printout recaps fund specific expenditure information per the following column headings: | |
Budget Amount | The original budget amounts approved by the Board of Education. |
Adjusted Budget | Includes the original budget amounts, budget transfers, budget revisions and rollover encumbrances from the prior year. |
Current Activity | Includes activity for the month noted in the report. |
YTD Activity | Includes year-to-date activity. |
Requisition/Encumbrance | Reflects the total amount of encumbered funds. |
Unencumbered Balance | Budgeted amounts not yet encumbered or expended, but available for use. |
Source of Revenue by Fund: This report presents a more detailed view of the Operating Fund revenue categories. The columns reflect the same information as noted above for the Revenue Summary by Fund Report. | |
Expenditure Summary by Fund and Function: This report presents a functional recap of the Operating Fund. The columns reflect the same information as noted above for the Expenditure Summary by Fund. |
Board members will report on activities where they officially represented the Board.
","admin_content":null,"executive_content":null,"sort_order":2,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T02:44:47.210Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:35:01.469Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]},{"id":10133,"meeting_id":673,"category_id":4101,"item_number":"C","item_type":"reports","title":"Committee Reports","public_content":"Board committee chairs will report on committee meetings held since the last regular business meeting.
","admin_content":null,"executive_content":null,"sort_order":3,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T02:45:14.330Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:45:00.356Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]},{"id":10135,"meeting_id":673,"category_id":4101,"item_number":"D","item_type":"reports","title":"Board Work Session Report","public_content":"The Board president will report on the work sessions held earlier in the day.
","admin_content":null,"executive_content":null,"sort_order":4,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-12T18:57:04.630Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:48:39.026Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":4},{"id":4102,"meeting_id":673,"name":"Consent Agenda","sort_order":10,"is_collapsed":0,"is_consent_section":true,"description":"The Board of Education's adopted rules of Parliamentary Procedure, Robert's Rules of Order, provide for a consent agenda listing several items for approval of the Board by a single motion. Documentation concerning these items has been provided to all board members and the public in advance to assure an extensive and thorough review. Items may be removed from the consent agenda at the request of any board member.
Members of the public may provide comment on the consent agenda items prior to Board action-3 minutes per speaker
","scheduled_start_time":null,"is_current":false,"first_presented_at":"2026-09-15T02:49:20.779Z","items":[{"id":10168,"meeting_id":673,"category_id":4102,"item_number":"A","item_type":"action","title":"2026-27 Long-Term Substitute Teacher Contract(s)","public_content":"Background Information: Each substitute teacher is assigned to one “home” location although he/she may be split between one or more schools.
Name | Location |
Carol Boehmler | K-Beach Elementary School |
Cary Calvert | Kenai Central High School |
Wayne Floyd | Redoubt Elementary School |
Melissa Gersdorf | Paul Banks Elementary School |
Emily Nicholson | Redoubt Elementary School |
Rebecca Paul | Voznesenka School |
Terri Zopf-Schoessler | Soldotna High School |
Background Information:
Name | Institution; Degree; Major | Alaska Certification | Assignment; Location |
Dennis Anderson | Western Governors University, Salt Lake City, UT; B.S.; Biological Science | GR 6-12 Biology | Science Teacher; |
Karina Back | Concordia University, Mequon, WI; M.O.T.; Occupational Therapy | Occupational Therapy | Occupational Therapist; |
Sarah Brewer | University of Alaska Fairbanks, Fairbanks, AK; M.Ed.; Elementary Education | GR K-8 Elementary Education; | Intermediate Grade Teacher; |
Mary Kampschroeder | Northeast College of Health Sciences, Seneca Falls, NY; M.S.; Applied Clinical Nutrition | GR 6-12 Social Studies; | Social Studies Teacher; |
Pepper Pond | Idaho State University, Pocatello, ID; B.S.; Secondary Education | GR 6-12 Chemistry; | Student Engagement Facilitator (.50 FTE); |
Sarah Reed | University of Washington, Seattle, WA; M.S.; Speech-Language Pathology | Speech/Language Pathologist | Speech Language Pathologist; |
Cassandra Taft | Western Colorado University, Gunnison, CO; B.A.; Elementary Education; Psychology | AK Reads Act K-3 Teacher; | Primary Grade Teacher; |
Background Information: The following list represents retired teachers hired under a temporary contract supported by Resolution 23-24-2 in accordance with Alaska Statute 14.20.136. Per Board Policy 4112.10, a shortage of qualified personnel exists in the area(s) in which the retiree(s) will be assigned.
Name | Alaska Certification | Assignment; Location |
Kay Blossom | GR K-8 Elementary Education; | Title I Interventionist Teacher (.50 FTE); |
Judith Cox | GR K-12 Reading Specialist; | Music Teacher - Choral and Instrumental (.50 FTE); |
Cindy Hurst | AK Reads Act K-3 Teacher; | Intermediate Multi-Grade Teacher; |
Heidi Vann | GR K-8 Elementary Education; | Special Education Resource Teacher; |
Background Information:
The following list represents tentative assignments for non-tenured teachers for whom a recommendation can be made. Each teacher is assigned to one “home” location although he/she may be split between one or more schools, and part-time assignments are denoted in parentheses next to a teacher’s name.
NAME | ASSIGNMENT | LOCATION |
NAOMI PARRISH (.50 FTE) | TEACHER/REGULAR | SOLDOTNA ELEMENTARY SCHOOL |
Budget Transfers over $50,000 – Background Information
Budget transfer 28, in the amount of $70,079 has been processed by the Business Office for Montessori curriculum, software, and supplies.
Budget transfer 34, in the amount of $149,350 has been processed by the Business Office for Aurora Borealis classroom supplies, postage, transportation, and instrument repairs.
Detail for these transfers are attached.
A budget is a financial plan created to allocate funds for estimated costs of programs and needs in accordance with the District's plans and goals. It is usually necessary to make changes to the original plan through the use of budget transfers, which follow Generally Accepted Accounting Principles (GAAP), as more information about actual costs becomes available and decisions about programs and circumstances are revised. Prior to approval, all budget transfer requests are reviewed in light of current policies and procedures and evaluated for appropriateness and necessity in conjunction with the District's internal controls.
This budget transfer exceeds $50,000; therefore, requires Board of Education approval per Board Policy 3120.
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Beginning year fundsDebit Credit\n100-64-4100-0115-4901Montessori curriculum, software, travel, supplies70,079.00\n100-64-4100-0000-4501Curriculum, paper, and consumables55,078.00\n100-64-4100-0000-4503Software14,418.00\n100-64-4200-0925-4501Sped supplies\n583","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":41,"created_at":"2026-09-03T23:54:30.595Z","boarddocs_unique":null,"pending_state":null},{"id":6229,"entity_type":"agenda_item","entity_id":10163,"original_filename":"BT 34.pdf","storage_path":"agenda_item/10163/6229/6229.pdf","content_type":"application/pdf","file_size":"46875","checksum_sha256":"c9f1fec87da981fc9e2da49868bd6557ea43b29677508bdc7d5311b0e63c382d","visibility_tier":"public","extracted_text":"\n\nTransfer 34 - Beginning year fundsDebit Credit\n100-64-4100-0115-4901Initial Budget Transfer149,350.00\n100-65-4100-0000-5101Tables, appliances900\n100-65-4100-0000-5102Doc scanners, Ipads15,000.00\n100-65-4330-0000-4501Bandages, ice packs, meds1,300.00\n100-65-4450-0000-4331Postage, stamps1,500.00\n100-65-4100-0000-4501Paper, totes, desk tags, toner85,000.00\n100-65-4100-0000-4503Lexia, Iditarod, AR10,000.00\n100-65-4600-0000-4501TP, paper towels, soap7,000.00\n100-65-4450-0000-4501Copy paper, paper plates, forks4,000.00\n100-65-4700-0311-4250Fjords, PAC, Wildlife Center12,000.00\n100-65-4700-0451-4402Ref fees1,000.00\n100-65-4700-0452-4402Ref fees1,000.00\n100-65-4100-0000-4901Spelling Bee, FPS Fee350\n100-65-4450-0000-4402Coghill, ads5,000.00\n100-65-4100-0000-4100Mass Choir & Mass band pianist1,000.00\n100-65-4400-0000-4903ACSA100\n100-65-4600-0000-4402Steam on Wheels sanding, plowing1,200.00\n100-65-4350-0107-4901Cognia Accreditation2,000.00\n100-65-4100-0310-4430Instrument repair1,000.00","scan_status":"clean","is_featured":false,"sort_order":2,"uploaded_by":41,"created_at":"2026-09-03T23:54:33.648Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1671,"agenda_item_id":10163,"motion_text":"Move to approve consent agenda items A–K","motion_type":"main","mover_id":26,"seconder_id":24,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T02:50:48.745Z","vote_method":null,"consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Ash-Lee Waddell","seconder_name":"Sarah Douthit","votes":[{"id":14873,"motion_id":1671,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":14872,"motion_id":1671,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":14875,"motion_id":1671,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":14874,"motion_id":1671,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":14870,"motion_id":1671,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":14871,"motion_id":1671,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":14869,"motion_id":1671,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Penny Vadla"},{"id":14876,"motion_id":1671,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":14877,"motion_id":1671,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.240Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T02:51:37.236Z","resolution_amended_at":null}}]},{"id":10146,"meeting_id":673,"category_id":4102,"item_number":"F","item_type":"policy_action","title":"(Second Reading & Action) BP 1114 Communication Using Electronic Media","public_content":"BP 1114 - Communication Using Electronic Media was presented in committee on 07-06-2026 with minimal recommended revisions from Administration regarding AI-related policy shifts. BP 1114 Communication Using Electronic Media received input from the full Board at a work session held on 08-03-2026 and was on the 08-03-2026 consent agenda for a first reading of these revisions. BP 1114 Communication Using Electronic Media is now on the agenda this evening for a second reading and action.
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Per BB 9313 \"Administrative regulations appear on the Consent Agenda of the meeting agenda for one reading and action by the Board.\"
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","admin_content":null,"executive_content":null,"sort_order":9,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-09T16:14:24.333Z","last_editor_name":null,"first_presented_at":null,"recommended_action":"Move to approve the August 3, 2026 Special Meeting Minutes. ","linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":669,"linked_meeting_title":"Special Meeting-Negotiations","linked_meeting_starts_at":"2026-08-03T19:00:00.000Z","linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6203,"entity_type":"agenda_item","entity_id":10148,"original_filename":"Draft Special Meeting Minutes 08-03-2026.pdf","storage_path":"agenda_item/10148/6203/6203.pdf","content_type":"application/pdf","file_size":"84931","checksum_sha256":"1ec265a11b904db93eb228715813cf655d43e3c2c83ef7ba7cbfccd8786e5e7e","visibility_tier":"public","extracted_text":"\n\nSpecial Meeting-Negotiations\nMonday, August 3, 2026\nMeeting Minutes-Draft\nKenai Peninsula Borough School District\n148 N. Binkley Street\nSoldotna, Alaska 99669\n1. Opening Activities\nA. Call to Order\nPresident Tauriainen called the Special Meeting to order at 11:15 a.m.\nB. Pledge of Allegiance/National Anthem/Alaska Flag Song\nThe Pledge of Allegiance was recited.\nC. District Mission Statement\nMs. VanBuskirk read the district mission statement.\nD. Roll Call\n8 Board Members Present:\nBoard Member Cizek\nVice President Daugharty (attended virtually)\nBoard Member MacRae (joined 11:18 a.m.)\nBoard Member Truesdell\nBoard Member Vadla\nBoard Member VanBuskirk\nBoard Member Waddell (attended virtually\nPresident Tauriainen\nBoard Members Absent:\nBoard Member Douthit (absent excused)\nA quorum was established.\nOthers present were:\nSuperintendent Holland \nAssistant Superintendent Dendurent\nHuman Resources Executive Director Crabtree\nFinance Director Voivedich\nStudent Support Services Director Kelly\nE. Approval of Agenda\nMOTION: Move to approve the August 3, 2026 Special Meeting agenda as presented.\nMotion by Mica VanBuskirk, second by Patricia Truesdell.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-Lee Waddell\n\n2. Executive Session\nA. Executive Session-Negotiations\nMOTION: Move the board go into executive session to discuss matters, the immediate knowledge of which would clearly \nhave an adverse effect upon the finances of the district. Specifically, the session is held to discuss employee contract \nnegotiations.\nMotion by Kelley Cizek, second by Penny Vadla.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-\nLee Waddell\nB. Adjourn Executive Session\nMOTION: Move to adjourn executive session.\nMotion by Kelley Cizek, second by Patricia Truesdell.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Mica VanBuskirk, Ash-Lee Waddell\n3. Adjourn\nA. Adjourn\nPresident Tauriainen adjourned the Special Meeting at 12:13 p.m.","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":2,"created_at":"2026-08-11T18:55:01.002Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1675,"agenda_item_id":10148,"motion_text":"Move to approve consent agenda items A–K","motion_type":"main","mover_id":26,"seconder_id":24,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T02:50:48.771Z","vote_method":null,"consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Ash-Lee Waddell","seconder_name":"Sarah Douthit","votes":[{"id":14909,"motion_id":1675,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":14908,"motion_id":1675,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":14911,"motion_id":1675,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":14910,"motion_id":1675,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":14906,"motion_id":1675,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":14907,"motion_id":1675,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":14905,"motion_id":1675,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Penny Vadla"},{"id":14912,"motion_id":1675,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":14913,"motion_id":1675,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.264Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T02:51:37.260Z","resolution_amended_at":null}}]},{"id":10149,"meeting_id":673,"category_id":4102,"item_number":"J","item_type":"minutes","title":"August 3, 2026 Business Meeting Minutes","public_content":"The August 3, 2026 Business Meeting Minutes are respectfully submitted by the Board Administrative Assistant Sipes and are presented for approval.
","admin_content":null,"executive_content":null,"sort_order":10,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-09T16:14:24.336Z","last_editor_name":null,"first_presented_at":null,"recommended_action":"Move to approve the August 3, 2026 Business Meeting Minutes. ","linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":667,"linked_meeting_title":"REVISED Regular Business Meeting","linked_meeting_starts_at":"2026-08-04T02:00:00.000Z","linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6204,"entity_type":"agenda_item","entity_id":10149,"original_filename":"Draft Business Meeting Minutes 08-03-2026.pdf","storage_path":"agenda_item/10149/6204/6204.pdf","content_type":"application/pdf","file_size":"139847","checksum_sha256":"d9d0b7fd818e2ca2affe85061918437db00fe2c65e45d5af16b7a3c733ba85df","visibility_tier":"public","extracted_text":"\n\nREVISED Regular Business Meeting\nMonday, August 3, 2026\nMeeting Minutes-Draft\nKenai Peninsula Borough School District\n148 N. Binkley Street\nSoldotna, Alaska 99669\n1. Opening Activities\nA. Call to Order\nPresident Tauriainen called the meeting to order at 6:00 p.m.\nB. Pledge of Allegiance/National Anthem/Alaska Flag Song\nThe Pledge of Allegiance was recited.\nC. District Mission Statement\nMs. Cizek read the district mission statement.\nD. Roll Call\n8 Board Members Present:\nBoard Member Cizek\nVice President Daugharty (attended virtually)\nBoard Member MacRae\nBoard Member Truesdell\nBoard Member Vadla\nBoard Member VanBuskirk\nBoard Member Waddell \nPresident Tauriainen\nBoard Members Absent: \nBoard Member Douthit (absent excused)\nA quorum was established.\nOthers present were:\nSuperintendent Holland \nAssistant Superintendent Dendurent\nHuman Resources Executive Director Crabtree\nElementary & Secondary Education Director Graham\nFinance Director Voivedich\nInformation Services Director Soderquist\nPlanning and Operations Director Lyon\nE. Approval of Agenda\nMOTION: Move to approve the August 3, 2026 Regular Business Meeting agenda as presented.\nMotion by Penny Vadla, second by Patricia Truesdell.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-\nLee Waddell\n\n2. Awards and Presentations\nA. Awards and Presentations\nThere were none this evening.\n3. School Reports\nA. School Reports\nThere were none this evening.\n4. Student Board Representative Report\nA. Student Board Representative Report\nThere were none this evening. President Tauriainen noted that the Student Representatives are scheduled to be seated in \nSeptember.\n5. Student Presentations/Comments (Any topic)\nA. Student Presentations/Comments (Any topic)\nPresident Tauriainen called for student presentations and comments on any topic.\nStudents who offered comments were:\nBrayden Barber provided comments regarding River City Academy.\nSeeing and hearing no further requests for comment from students, President Tauriainen closed student presentations \nand comments.\n6. Public Comments (Items not on the agenda)\nA. Public Comments (Items not on the agenda)\nPresident Tauriainen called for public comments on items not on the agenda.\nThose who offered comments were:\nCarleen Ducker provided comments regarding Tustumena Elementary School and transferring to another school.\nAhnie Litecky provided comments regarding consolidation and budget processes for next year.\nColette Henderson provided comments regarding transportation, boundary lines, and transparency.\nSeeing and hearing no further requests for comment, President Tauriainen closed public comments.\n7. Agency and Association Reports\nA. Agency and Association Reports-3 minutes per report\nPresident Tauriainen called for reports from agencies and associations.\nThose who offered comments were:\nRebecca Walker, KPEA President\nSeeing and hearing no further requests to comment from representatives from agencies and associations, President \nTauriainen closed Agency and Association reports.\n8. Superintendent's Report\nA. Superintendent Holland\nSuperintendent Holland provided the Superintendent's Report.\n9. Reports\nA. 4th Quarter Budget Transfer Report 2026-8-3\nPresident Tauriainen called for the 4th Quarter Budget Transfer Report.\nFinance Director Voivedich provided the 4th Quarter Budget Transfer Report.\nPresident Tauriainen called for Board questions or comments on the report.\nThere were no Board comments offered and President Tauriainen closed the Finance Reports.\nB. Board Reports\nMs. Truesdell reported that she attended the Tess Caswell celebration and recognition at K-Beach Elementary. \nMs. Vadla reported that she attended the AASB Board of Directors meeting. \nMr. Daugharty reported that he attended and helped organize for project grad, and attended negotiation meetings and a \nHomer City Council.\nC. Committee Reports\nBoard Member Cizek, Chair of the Policy Review Committee provided the committee report for the meeting held earlier \ntoday.\nD. Board Work Session Report\nPresident Tauriainen reported that earlier today the board held work sessions for:\nLand Sale Discussion\nBoard Policy Review\n\nSchool Climate & Mindset Survey Results\nSuperintendent’s Annual Report\nComplete 2026-2027 Board Goals\nBoard Discussion\nPresident Tauriainen reported that all Board members at the meeting this evening attended the work sessions.\n10. Consent Agenda\nPresident Tauriainen read all items on the consent agenda this evening.\nA. 2026-27 New Administrator Contract(s)\nB. REVISED 2026-27 New Teacher Contract(s)\nC. (First Reading) BP 1114 Communication Using Electronic Media\nD. (First Reading & Action) AR 5125 Student Records\nE. REVISED (First Reading) BP 5131.9 Academic Honesty\nF. (First Reading & Action) AR 6161.4 Acceptable Use Policy-Internet Safety Policy\nG. July 6, 2026 Special Meeting Minutes\nH. July 6, 2026 Business Meeting Minutes\nI. Pay Schedule for Substitutes and other Temporary Employees for the 2026-27 school year\nPresident Tauriainen called for public comment on the consent agenda items.\nThere were no comments offered. \nPresident Tauriainen closed public comments on the consent agenda items.\nMOTION: Move to approve consent agenda items A–I\nMotion by Ash-Lee Waddell, second by Patricia Truesdell.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-\nLee Waddell\n11. Action Items\nA. 2026-2027 Board Goals and Guardrails\nPresident Tauriainen called for public comment on the 2026-2027 Board Goals and Guardrails.\nNo comments were offered. \nSeeing and hearing that there were no requests to comment on the action item President Tauriainen closed public \ncomment.\nMOTION: Move to approve the 2026-2027 Board Goals and Guardrails.\nMotion by Penny Vadla, second by Ash-Lee Waddell.\nPresident Tauriainen called for Board comments on the 2026-2027 Board Goals and Guardrails.\nNo Board comments were offered.\nSeeing and hearing no Board requests to comment President Tauriainen closed Board comments. Seeing that a member \nwas attending the meeting virtually President Tauriainen called for a roll call vote for the 2026-2027 Board Goals and \nGuardrails.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-\nLee Waddell\nB. KPSAA Language Revision\nPresident Tauriainen called for public comment on the KPSAA Language Revision.\nThere were no comments offered. \nSeeing and hearing that there were no requests to comment on the action item President Tauriainen closed public \ncomment.\nMOTION: Move to approve the KPSAA High School Handbook language revision.\nMotion by Ash-Lee Waddell, second by Penny Vadla.\nPresident Tauriainen called for Board comments on the KPSAA Language Revision.\nNo Board comments were offered.\n\nSeeing and hearing no Board requests to comment President Tauriainen closed Board comments. Seeing that a member \nwas attending the meeting virtually President Tauriainen called for a roll call vote for the KPSAA Language Revision.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-\nLee Waddell\nC. Student Nutrition Paid Meal Price Increase\nPresident Tauriainen called for public comment on the Student Nutrition Paid Meal Price Increase.\nThere were no comments offered. \nSeeing and hearing that there were no requests to comment on the action item President Tauriainen closed public \ncomment.\nMOTION: Move to approve the Student Nutrition Paid Meal Price Increase.\nMotion by Penny Vadla, second by Patricia Truesdell.\nPresident Tauriainen called for Board comments on the Student Nutrition Paid Meal Price Increase.\nThere were no Board comments offered.\nSeeing and hearing no Board requests to comment President Tauriainen closed Board comments. Seeing that a member \nwas attending the meeting virtually President Tauriainen called for a roll call vote for the Student Nutrition Paid Meal \nPrice Increase.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-\nLee Waddell\nD. A Resolution Authorizing the Kenai Peninsula Borough Land Management Division to \ndispose of two properties at fair market value with the proceeds directed to benefit school \ndistrict purposes.\nPresident Tauriainen called for public comment on the KPBSD Resolution 26-27-1.\nThere were no comments offered. \nSeeing and hearing that there were no requests to comment on the action item President Tauriainen closed public \ncomment.\nMOTION: Move to Adopt Resolution 26-27-1.\nMotion by Ash-Lee Waddell, second by Penny Vadla.\nPresident Tauriainen called for Board comments on the KPBSD Resolution 26-27-1..\nThere were no Board comments offered.\nSeeing and hearing no Board requests to comment President Tauriainen closed Board comments. Seeing that a member \nwas attending the meeting virtually President Tauriainen called for a roll call vote for the KPBSD Resolution 26-27-1.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-\nLee Waddell\nE. FY26 Additional Fund Transfer from General Fund to Student Nutrition Services Fund\nPresident Tauriainen called for public comment on the FY26 Additional Fund Transfer from General Fund to Student \nNutrition Services Fund.\nThere were no comments offered. \nSeeing and hearing that there were no requests to comment on the action item President Tauriainen closed public \ncomment.\nMOTION: Move to approve the additional transfer of funds from the General Fund to the Student Nutrition Services Fund \nto cover program costs and ensure continued operations.\nMotion by Ash-Lee Waddell, second by Penny Vadla.\nPresident Tauriainen called for Board comments on the FY26 Additional Fund Transfer from General Fund to Student \nNutrition Services Fund.\nThere were no Board comments offered.\nSeeing and hearing no Board requests to comment President Tauriainen closed Board comments. Seeing that a member \nwas attending the meeting virtually President Tauriainen called for a roll call vote for the FY26 Additional Fund Transfer \nfrom General Fund to Student Nutrition Services Fund.\nFinal Resolution: Motion Carried\n\nYes: Kelley Cizek, Tim Daugharty, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Penny Vadla, Mica VanBuskirk, Ash-\nLee Waddell\nF. LAYDOWN (First Reading & Action) AR 1330 Use of School Facilities and Properties\nPresident Tauriainen called for public comment on the First reading and action of AR 1330 Use of School Facilities and \nProperties.\nThere were no comments offered. \nSeeing and hearing that there were no requests to comment on the action item President Tauriainen closed public \ncomment.\nMOTION: Move to approve LAYDOWN (First Reading & Action) AR 1330 Use of School Facilities and Properties\nMotion by Penny Vadla, second by Ash-Lee Waddell.\nMr. Daugharty requested clarification on the agenda item and if he could abstain from the vote.\nPresident Tauriainen called a brief at ease at 6:51 p.m. to review procedure. \nPresident Tauriainen reconvened the meeting at 6:52 p.m.\nPresident Tauriainen clarified that Mr. Daugharty could not abstain in this instance and requested administration to \nprovide an overview of the discussion during work session held earlier today regarding the AR.\nAssistant Superintendent provided an overview regarding the revisions being made to the AR and reasoning as to why it \nis being brought forward this evening as a laydown item.\nSeeing and hearing no further Board requests to comment President Tauriainen closed Board comments. Seeing that a \nmember was attending the meeting virtually President Tauriainen called for a roll call vote for the first reading and action \nof AR 1330 Use of School Facilities and Properties.\nFinal Resolution: Motion Carried\nYes: Kelley Cizek, Dianne Macrae, Jason Tauriainen, Patricia Truesdell, Mica VanBuskirk, Ash-Lee Waddell\nNo: Tim Daugharty, Penny Vadla\n12. Public Comments (Any Topic)\nA. Public Comments (Any Topic)\nPresident Tauriainen called for public comments on any topic.\nThere were no comments offered.\nSeeing and hearing no requests to comment President Tauriainen closed public comments on any topic.\n13. Board and Administration Comments\nA. Board and Administration Comments\nBoard Members and Administrators who offered closing comments were:\nMs. Truesdell reflected on and appreciated the Tess Caswell celebration at K-Beach elementary. She appreciated the Land \nSale work session and that the Board voted the resolution through. She expressed excitement for the start of school.\nMs. Cizek passed on providing comments this evening.\nMs. MacRae passed on providing comments this evening.\nMs. Vadla appreciated the student and public comments this evening. She expressed understanding and acknowledged of \nthe hardships of some of the school closures. She appreciated those who attended the meeting this evening.\nMs. Waddell passed on providing comments this evening.\nMs. VanBuskirk appreciated the AR 1330 revisions coming forward this evening to assist with keeping pools open. She \nappreciated the testimony this evening. She expressed excitement on progress made on negotiations. She also \nexpressed excitement for the start of school.\nMr. Daugharty had no comments at this time.\nSuperintendent Holland appreciated the policy committee work this morning. He spoke to the budget transfer and meal \nprice increase action items that were passed this evening. He spoke to the AR 1330 passing this evening allowing the the \npools to remain open and operating and appreciated the collaborations with the communities around the district in this \nregard. He appreciated the Board Goals and Board Guardrails passing this evening. He expressed excitement for the \nbeginning of the school year. He appreciated the District Office Staff and the Board.\nPresident Tauriainen appreciated the policy committee conversations this morning. He appreciated those that attended \nthe meeting this evening.\n14. Executive Session\nA. Executive Session if needed\nThere were none this evening.\n\n15. Adjournment\nA. Adjourn meeting\nPresident Tauriainen adjourned the meeting at 7:08 p.m.","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":2,"created_at":"2026-08-11T18:55:38.249Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1676,"agenda_item_id":10149,"motion_text":"Move to approve consent agenda items A–K","motion_type":"main","mover_id":26,"seconder_id":24,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T02:50:48.776Z","vote_method":null,"consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Ash-Lee Waddell","seconder_name":"Sarah Douthit","votes":[{"id":14918,"motion_id":1676,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":14917,"motion_id":1676,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":14920,"motion_id":1676,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":14919,"motion_id":1676,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":14915,"motion_id":1676,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":14916,"motion_id":1676,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":14914,"motion_id":1676,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Penny Vadla"},{"id":14921,"motion_id":1676,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":14922,"motion_id":1676,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T02:51:37.270Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T02:51:37.266Z","resolution_amended_at":null}}]},{"id":10154,"meeting_id":673,"category_id":4102,"item_number":"K","item_type":"action","title":"Student Representative to the School Board and Student Representative to the Information Committee","public_content":"At the April 29, 2026 district-wide student council meeting, the following students were elected as representatives to the school board.
School Board Representative: Reid Rauch, Homer High School
Information Committee: Sawyer Graham, Kenai Central High School.
Administration recommends the approval of these student representatives.
The Board of Education took action on closing Seward Middle School (#240500) at its regular meeting on April 6, 2026.
The District is requesting approval from DEED to change Seward High School (#240200) to Seward Middle/High School with a grade configuration of 7-12.
The District is also requesting a grade configuration for Seward Elementary School (#240190 ) to grades PKG-6.
Background Information:
In accordance with Alaska State Statute 14.30.361 Sex education, human reproductive education, and human sexuality education a. Individual guest presenters must be approved by the KPBSD Board of Education prior to presenting in classrooms. b. Approved credentials/certifications of guest speakers must be available to parents for review prior to presenting in classrooms.
","admin_content":null,"executive_content":null,"sort_order":2,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-12T19:02:14.373Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:53:29.940Z","recommended_action":"Move to approve the credentials of trainers from outside organizations such as the Lee Shore Center (Central Peninsula). The presenters are highly trained and assist teachers in providing students information and resources on curricular topics.","linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":99,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6102,"entity_type":"agenda_item","entity_id":10013,"original_filename":"KPBSD Credentials 26-27.pdf","storage_path":"agenda_item/10013/6102/6102.pdf","content_type":"application/pdf","file_size":"79845","checksum_sha256":"fd5ae65f6bb502774054911208d6a48fc1a91b18772bcb8a5e542e8f14192461","visibility_tier":"public","extracted_text":"\n\n The LeeShore Center \n \nName Institution, Degree, Major Certifications/Trainings Location; Assignment \nElizabeth Godsoe \nPrevention Coordinator \nThe LeeShore Center \nJuly 2025 – Present \nAlaska Pacific University, \nBachelor of Business \nAdministration and \nManagement \n4\nth\n R Facilitator for 7-9 & \nHealthy Relationships Plus \nProgram. \nMental Health First Aid \nAdult Certificate. \nMental Health First Aid \nYouth Certificate. \nGreen Dot Trainer \nCertification \nANDVSA 30 Hour – \nUnderstanding Domestic \nViolence and Sexual Assault \nCourse. \nPREA Training. \nFriendship & Dating \nProgram Facilitator. \nMandated Reporter Training \nfor Children and Vulnerable \nAdults. \nAmerican Red Cross Adult & \nPediatric First \nAid/CPR/AED Certified \nWorked as a substitute for \nKPBSD in 2024-2025 school \nyear. \nDistrict–Wide \nAlice Brooks \nYouth Outreach Advocate \nLeeShore Center \nMay 2026-Present \nMaysville Community & \nTechnical College, Associate \nof Applied Sciences in \nCriminal Justice \nIntroduction to Peer \nSupport Attachment, Self-\nRegulation, and \nCompetency \nFramework Training \nConfidentiality, Ethics and \nHITECH \nDistrict-Wide \n\nHIV & Bloodborne \nPathogens Training \nQPR Gatekeeper Training \nAmerican Red Cross Adult & \nPediatric First \nAid/CPR/AED Certified \nAlaska Mandated Reporter \nSarah Peterson \nEducational Training \nAssistant \nThe LeeShore Center \nAugust 2025 - Present \nUniversity of Fairbanks, \nAssociate of Applied \nScience (AAS) in Social \nWork, currently ongoing \nBachelors of Social Work \n(BSW). \n \nWorked at the Lower Yukon \nSchool District for 11 years \n2012-2023 as a Student \nSupport/Natural \nHelper/Suicide Prevention \nCoordinator, safeTALK \ntrainer with students from \nall 10 schools, Gate Keeper, \nMental Health First Aid \nAdult and Youth, Green Dot, \nMandated Reporter, 4\nth\n R, \nDistrict-Wide \nMaureen DiFranco \nEducation Coordinator and \nCofacilitator of Batterers \nIntervention Program \nThe LeeShore Center \nApril 2026-Present \nMercer County Community \nCollege, Trenton NJ \n48 credits, Fine Arts \nPeer Support Specialist \nCertificate, AK \nPCA \nMANDT Advanced Training \n \n \n \nIndependent Living \nAdvocate 3 years \nOver ten years total as PCA, \nDSP, ISP for individuals, \nadults and children, with \ndisabilities and mental \nhealth diagnosis in \ncommunity and group \nhomes \nExtensive Office \nAdministrative and Clerical \nExperience \nCJIS Security and Privacy \nTraining \nMandatory Child Abuse \nReporter Training \nANDVSA Domestic Violence \nand Sexual Assault Training \n40 hour \nDistrict-Wide \n\nOSHA Safety Training \nRed Cross CPR/First \nAid/AED Adult and Pediatric \nEffective Communication \nand Workplace Boundaries \n ","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":29,"created_at":"2026-06-26T19:29:41.924Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1680,"agenda_item_id":10013,"motion_text":"Move to approve the credentials of trainers from outside organizations such as the Lee Shore Center (Central Peninsula). The presenters are highly trained and assist teachers in providing students information and resources on curricular topics.","motion_type":"main","mover_id":24,"seconder_id":4,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T02:54:20.319Z","vote_method":"roll_call","consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Sarah Douthit","seconder_name":"Penny Vadla","votes":[{"id":14959,"motion_id":1680,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":14960,"motion_id":1680,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":14961,"motion_id":1680,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":14962,"motion_id":1680,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":14963,"motion_id":1680,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":14964,"motion_id":1680,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":14965,"motion_id":1680,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Penny Vadla"},{"id":14966,"motion_id":1680,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":14967,"motion_id":1680,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T02:55:03.149Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T02:55:03.150Z","resolution_amended_at":null}}]},{"id":10159,"meeting_id":673,"category_id":4103,"item_number":"C","item_type":"action","title":"KPBSD 403(b) plan restatement period","public_content":"The district's 403(b) retirement plan is currently going through a required update process called a \"plan restatement.\"
This update is required by the IRS and ensures the retirement plan documents include recent law changes, such as updates from the SECURE Act, CARES Act, and SECURE 2.0.
There are no changes to the plan's provisions or benefits. The documents are simply being updated to reflect current legal and regulatory requirements.
Completing this restatement within the required timeframe helps the district maintain the plan's IRS-approved status and keeps the 403(b) retirement plan compliant with federal regulations.
","admin_content":null,"executive_content":null,"sort_order":3,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-12T19:03:12.600Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:55:13.734Z","recommended_action":"Move to approve KPBSD's 403(b) plan restatement ","linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":101,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6222,"entity_type":"agenda_item","entity_id":10159,"original_filename":"Kenai Peninsula Borough School District Pre-Approved 403(b) Plan Adoption Agreement #12-001.pdf","storage_path":"agenda_item/10159/6222/6222.pdf","content_type":"application/pdf","file_size":"1131901","checksum_sha256":"b1aeb568ec87296d73925b341ad49b183a88e401e72f668ca81c4e17a662c394","visibility_tier":"public","extracted_text":"\n\n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 1 \nKenai Peninsula Borough School Dist. \nGOVERNMENTAL PRE-APPROVED 403(b) PLAN \nADOPTION AGREEMENT #12-001 \nFor Government Entities, including Public Schools and Dual Status 501(c)(3)/Governmental Organizations \n \nBy executing this Governmental Pre-Approved 403(b) Plan Adoption Agreement (the \"Adoption Agreement or AA\"), the undersigned \nEmployer agrees to establish or continue a 403(b) Plan. The 403(b) Plan adopted by the Employer consists of the Pre-Approved 403(b) \nPlan Basic Plan Document #12 (the \"BPD\") and the elections made under this Adoption Agreement (collectively referred to as the \n\"Plan\"). An Employer may jointly co-sponsor the Plan by signing a Participating Employer Adoption Page, which is attached to this \nAdoption Agreement. This Plan is effective as of the Effective Date identified on the Signature Page of this Adoption Agreement. \nUnless the context clearly requires otherwise, all capitalized terms used in this Adoption Agreement shall have the same meaning as \nwhen used in the BPD. \n \nIn completing the provisions of this Adoption Agreement, unless designated otherwise, selections under the Deferral column apply to all \nSalary Deferrals (including Roth Deferrals and Catch-Up Contributions) and After-Tax Employee Contributions. The selections under \nthe Match column apply to Matching Contributions under AA §6B. Selections under the ER column apply to Employer Contributions \nunder AA §6 and Mandatory Contributions under AA §6C. \n \nAs a Governmental Plan, this Plan is not subject to the nondiscrimination and coverage rules (other than the universal availability rule \nunder Code §403(b)(12)(A)(ii)) under the Code. Also, as a Governmental Plan, this Plan is not subject to Title I of ERISA and may make \nelections under this Adoption Agreement accordingly. \n \nAll elections the Employer makes under the Adoption Agreement are subject to the terms governing the applicable Investment \nArrangement(s) and any applicable state or local law. \nSECTION 1 \nEMPLOYER INFORMATION \nThe information contained in this Section 1 is required for informational purposes only and may be modified without amending this \nAdoption Agreement by substituting a new Section 1 with the updated information. Any changes to the provisions under this Section 1 \nwill not affect the Employer's reliance on the Favorable IRS Letter. \n1-1 EMPLOYER INFORMATION. \nName: Kenai Peninsula Borough School Dist. \nAddress: 148 N. Binkley St. \nCity, State, Zip Code: Soldotna, AK 99669 \nTelephone: (907) 714-8852 \n1-2 EMPLOYER IDENTIFICATION NUMBER (EIN). 92-0030923 \n1-3 TYPE OF EMPLOYER. (Select (a) or (b)) \n (a) Public School (as defined in Section 1.78 of the BPD) \n (b) Dual Status §501(c)(3)/Governmental Organization (as defined in Section 1.28 of the BPD) \n1-4 EMPLOYER’S TAX (ACCOUNTING) YEAR END (optional). The Employer’s tax (accounting) year ends \n1-5 RELATED EMPLOYERS (optional). Is the Employer part of a group of Related Employers (as defined in Section 1.84 of the \nBPD)? \n Yes \n No \nIf yes, Related Employers may be listed below. A Related Employer must complete a Participating Employer Adoption Page for \nEmployees of that Related Employer to participate in this Plan. \n \n[Note: This AA §1-5 is for informational purposes. The failure to identify all Related Employers under this AA §1-5 will not \njeopardize the qualified status of the Plan.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 2 – Plan Information \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 2 \nSECTION 2 \nPLAN INFORMATION \n2-1 PLAN NAME. Kenai Peninsula Borough School Dist. \nOriginal Effective Date: January 1, 2009 \nRestatement Effective Date: January 1, 2026 \n[Note: The Plan’s Original Effective Date may be no earlier than the first day of the Plan Year in which the Plan is initially \nadopted. The Plan’s Restatement Effective Date may be no earlier than the first day of the Plan Year in which the Plan’s \nrestatement is adopted. A Participant’s Salary Deferral Agreement may not apply to Plan Compensation that became currently \navailable before the date the Employer adopts the salary reduction feature of the Plan.] \n2-2 PLAN NUMBER. 002 \n2-3 TYPE OF PLAN. (Check one of (a)-(c) and, if applicable, (d).) \n (a) Custodial Account under Code §403(b)(7) \n (b) Annuity Contract under Code §403(b)(1) \n (c) Custodial Account and/or Annuity Contract \n (d) The Plan is intended to be a FICA Replacement Plan \n[Note: A Favorable IRS Letter issued in accordance with Rev. Proc. 2021-37 to this Plan does not provide any reliance as to \nwhether an Employer who has adopted this Plan satisfies the requirements under Treas. Reg. §31.3121(b)(7)-2 for the Plan to be \ntreated as a FICA Replacement Plan with respect to any Employee.] \n2-4 PLAN YEAR. \n (a) Calendar year. \n (b) The 12-consecutive month period ending on each year. \n (c) The Plan has a Short Plan Year running from to . \n2-5 FROZEN PLAN. Check this AA §2-5 if the Plan is a frozen Plan to which no contributions will be made. \n This Plan is a frozen Plan effective . \n[Note: As a frozen Plan, the Employer will not make any contributions with respect to Plan Compensation paid after such date \nand no Participant will be permitted to make any contributions to the Plan after such date. In addition, no Employee will become \na Participant after the date the Plan is frozen.] \n2-6 MULTIPLE EMPLOYER PLAN. Is this Plan a Multiple Employer Plan as defined in Section 1.62 of the BPD? (See Section \n16.07 of the BPD for special rules applicable to Multiple Employer Plans.) \n (a) Yes \n (b) No \n2-7 PLAN ADMINISTRATOR. \n (a) The Employer identified in AA §1-1. \n (b) Name: U.S. OMNI & TSACG Compliance Services, Inc. \nAddress: 220 Alexander St, Rochester, NY 14607 \nTelephone: 585-436-6664 \n[Note: To the extent an individual is named in this AA §2-7 and does not take on all responsibilities of Plan Administrator, the \nEmployer will retain those responsibilities as Plan Administrator. (See Section 1.71 of the BPD.)] \n2-8 DEFINITION OF DISABLED. Unless otherwise provided under the terms of the applicable Investment Arrangement, an \nindividual is considered Disabled under Section 1.27 of the BPD (option (c) below) unless an alternative definition of Disabled is \nelected below. \n (a) The individual is covered by the Employer’s disability insurance plan and is determined to be Disabled under such plan. \n (b) The individual is determined to be Disabled by the Social Security Administration under Section 223(d) of the Social \nSecurity Act for purposes of determining eligibility for Social Security benefits. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 2 – Plan Information \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 3 \n (c) The Plan Administrator determines an individual is unable to engage in any substantial gainful activity by reason of a \nmedically determinable physical or mental impairment that can be expected to result in death or which has lasted or can \nbe expected to last for a continuous period of not less than 12 months. The permanence and degree of such impairment \nshall be supported by medical evidence. The Plan Administrator may establish reasonable procedures for determining \nwhether a Participant is Disabled. \n[Note: An Employer may elect any or all of the elections above. If more than one is selected, the hierarchy for determining \nwhether an individual is considered Disabled is in the order listed above, unless described otherwise under separate \nadministrative procedures or as described below.] \n (d) Alternative definition of Disabled: \n[Note: Any alternative definition described in this subsection (d) will apply uniformly to all Participants under the Plan. The \nEmployer may describe different definitions of Disabled for different purposes under the Plan.] \nSECTION 3 \nELIGIBLE EMPLOYEES \n3-1 ELIGIBLE EMPLOYEES. In addition to the Employees identified in Section 2.02 of the BPD, the following Employees are \nexcluded from participation under the Plan with respect to the contribution type(s) identified in this AA §3-1. (See Sections \n2.02(e) and (f) of the BPD for rules regarding the effect on Plan participation if an Employee changes between an eligible and \nineligible class of employment.) \nDeferral Match ER \n \n \n(a) No exclusions \nN/A \n \n(b) Collectively Bargained Employees (as defined in Section 1.21 of the BPD) \n \n(c) Non-resident aliens who receive no compensation from the Employer which \nconstitutes U.S. source income \n \n(d) Student Employees (as defined in Section 1.97 of the BPD) \n \n(e) Employees who normally work less than (not more than 20) hours a week \n(as defined in Section 2.02(b)(4) of the BPD). \nN/A \n \n(f) Employees who normally work less than hours a week. \n \n(g) Employees eligible for a governmental Code §457(b) plan sponsored by the \nEmployer that includes salary deferral contributions \nSpecify name of Code §457(b) plan (optional): \n \n(h) Employees eligible for a 401(k) plan sponsored by the Employer \nSpecify name of the 401(k) plan (optional): \n \n(i) Employees eligible for another 403(b) plan sponsored by the Employer that \nincludes salary deferral contributions \nSpecify name of the other 403(b) plan (optional): \nN/A \n \n(j) Seasonal Employees \nN/A \n \n(k) Temporary Employees \nN/A \n \n(l) Interns \nN/A \n \n(m) Per diem Employees \nN/A \n \n(n) Other: Eligibility for employer contributions is set forth in the applicable \nagreements between the employer and employee, and attached hereto. \nN/A \n \n(o) Other: \n[Note: With respect to any election to exclude Employees under (e) above, the Employer must satisfy the universal availability \nrequirements under Treas. Reg. §§1.403(b)-5(b)(ii) and (iii)(B) under which the Employer may elect to exclude Employees who \nnormally work fewer than 20 hours per week (or such lower number of hours per week as elected in the Adoption Agreement) \nwith respect to Salary Deferrals, Employer Contributions and Matching Contributions. An Employee normally works fewer than \n20 hours per week if and only if (1) for the 12-month period beginning on the date of the Employee’s Employment \nCommencement date, the Employer reasonably expects the Employee to work fewer than 1,000 Hours of Service and (2) for each \nPlan Year after the close of the 12-month period beginning on the date of the Employee’s Employment Commencement date, the \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 3 – Eligible Employees \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 4 \nEmployee worked fewer than 1,000 Hours of Service in the preceding 12-month period. Once eligible due to satisfaction of this \nservice condition, the Employee will continue to be eligible under the Plan.] \n[Note: If the Plan is intended to be a FICA Replacement Plan (as elected in AA §2-3(d)) and Part-Time, Seasonal or Temporary \nEmployees are not excluded from participation under the Plan with respect to the contribution type(s) identified in this AA §3-1, \nsuch Part-Time, Seasonal, or Temporary Employees are not treated as Qualified Participants for FICA Replacement Plan \npurposes unless any benefit relied upon to meet the minimum benefit requirement under subsection Section 6.04(a) is 100% \nvested. See Section 6.04(b)(1).] \nSECTION 4 \nMINIMUM AGE AND SERVICE REQUIREMENTS \n4-1 ELIGIBILITY REQUIREMENTS – MINIMUM AGE AND SERVICE. An Eligible Employee (as defined in AA §3-1) who \nsatisfies the minimum age and service conditions under this AA §4-1 will be eligible to participate in each contribution type under \nthe Plan as specified below as of such Eligible Employee’s Entry Date (as defined in AA §4-2 below). \n[Note: As a Governmental Plan, this Plan is not subject to the nondiscrimination and coverage rules (other than the universal \navailability rule under Code §403(b)(12)(A)(ii)) under the Code and Title I of ERISA.] \n(a) Service Requirement. An Eligible Employee must complete the following minimum service requirements to participate \nin the contribution type as specified below in the Plan. If a different minimum service requirement applies for the same \ncontribution type for different groups of Employees or for different contribution formulas, such differences may be \ndescribed below. \nMatchER\n \n \n(1) There is no minimum service requirement for participation in the Plan. \n \n(2) One Year of Service (as defined in Section 2.03(a)(1) of the BPD and AA §4-3). \n \n(3) The completion of at least Hours of Service during the first months of \nemployment (or the first days of employment) or the completion of a Year \nof Service (as defined in AA §4-3), if earlier. \n (i) An Employee who completes the required Hours of Service satisfies \neligibility at the end of the designated period, regardless if the \nEmployee actually works for the entire period. \n (ii) An Employee who completes the required Hours of Service must \nalso be employed continuously during the designated period of \nemployment. (See Section 2.03(a)(2) of the BPD for rules regarding \nthe application of this subsection (ii).) \n (4) The completion of Hours of Service during an Eligibility Computation \nPeriod (as defined in AA §4-3). [An Employee satisfies the service \nrequirement immediately upon completion of the designated Hours of Service \nrather than at the end of the Eligibility Computation Period.] \n \n(5) Full-time Employees are eligible to participate as set forth in subsection (i). \nEmployees who are “Part-Time” Employees must complete a Year of Service \n(as defined in AA §4-3). For this purpose, a full-time Employee is any \nEmployee not defined in subsection (ii). \n(i) Full-time Employees must complete the following minimum service \nrequirements to participate in the Plan: \n (A) There is no minimum service requirement for participation in the \nPlan. \n (B) The completion of at least Hours of Service during the first \n months of employment or the completion of a Year of \nService (as defined in AA §4-3), if earlier. \n (C) Under the Elapsed Time Method as defined in AA §4-3 below. \n (D) Describe: \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 4 – Minimum Age and Service Requirements \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 5 \nMatchER\n \n \n(ii) Part-Time Employees must complete a Year of Service (as defined in AA \n§4-3). \n (A) For this purpose, a Part-Time Employee is any Employee whose \nnormal work schedule is less than: \n (I) hours per week. \n (II) hours per month. \n (III) hours per year. \n (B) Describe Part-Time Employees for this purpose: \n[Note: A Part-Time Employee must be described as an \nindividual who works less than a specified number of hours \nduring a standard work week.] \n \n(6) Two (2) Years of Service. \n \n(7) Under the Elapsed Time Method as defined in AA §4-3 below. \n \n(8) Describe eligibility conditions: \n \n(9) Describe eligibility conditions: Any service requirements for employer \ncontributions is set forth in the applicable agreement between the employer \nand employee. \n[Note: Any described eligibility conditions must satisfy the definitely determinable \nrequirements under Treas. Reg. §1.401-1(b)(1)(i).] \n(b) Minimum Age Requirement. An Eligible Employee (as defined in AA §3-1) must have attained the following age with \nrespect to the contribution type(s) identified in this AA §4-1(b). \nMatchER\n \n \n(1) There is no minimum age for Plan eligibility. \n \n(2) Age 21. \n \n(3) Age . \n (c) Special eligibility rules. The following special eligibility rules apply with respect to the Plan: \n[Note: This subsection (c) may be used to apply the eligibility conditions selected under this AA §4-1 separately with \nrespect to different Employee groups or different contribution formulas under the Plan.] \n4-2 ENTRY DATE. An Eligible Employee (as defined in AA §3-1) who satisfies the minimum age and service requirements in AA \n§4-1 shall be eligible to participate in the Plan as of such Eligible Employee’s applicable Entry Date. For this purpose, the Entry \nDate is the following date with respect to the contribution type(s) identified under this AA §4-2. \nMatchER\n \n (a) Immediate. The date the minimum age and service requirements are satisfied (or date \nof hire, if no minimum age and service requirements apply). \n \n(b) Semi-annual. The first day of the 1st and 7th month of the Plan Year. \n \n(c) Quarterly. The first day of the 1st, 4th, 7th and 10th month of the Plan Year. \n \n(d) Monthly. The first day of each calendar month. \n \n(e) Payroll period. The first day of the payroll period. \n \n(f) The first day of the Plan Year. [See Section 2.03(b) of the BPD for special rules that \napply.] \n (g) Describe Entry Date: All entry dates for employees to receive an employer \ncontributions is set forth in the applicable agreement between the employer and \nemployee. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 4 – Minimum Age and Service Requirements \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 6 \nAn Eligible Employee’s Entry Date (as defined above) is determined based on when the Employee satisfies the minimum age and \nservice requirements in AA §4-1. For this purpose, an Employee’s Entry Date is the Entry Date: \nMatchER\n \n \n(h) next following satisfaction of the minimum age and service requirements. \n (i) coinciding with or next following satisfaction of the minimum age and service \nrequirements. \n \n(j) nearest the satisfaction of the minimum age and service requirements. \n \n(k) preceding the satisfaction of the minimum age and service requirements. \n \n(l) coinciding with or preceding the satisfaction of the minimum age and service \nrequirements. \nThis section may be used to describe any special rules for determining Entry Dates under the Plan. For example, if different Entry \nDate provisions apply for the same contribution types with respect to different groups of Employees, such different Entry Date \nprovisions may be described below. \nMatchER\n \n (m) Describe any special rules that apply with respect to the Entry Dates under this AA \n§4-2: All entry dates for employees to receive an employer contributions is set forth in \nthe applicable agreement between the employer and employee. \n[Note: The Employer may describe different Entry Dates for different groups of \nEmployees, provided such Entry Dates are consistent with the permissible elections in \nthis AA §4-2.] \n \n4-3 DEFAULT ELIGIBILITY RULES. In applying the minimum age and service requirements under AA §4-1 above, the \nfollowing default rules apply with respect to all contribution types under the Plan: \n• Year of Service. An Employee earns a Year of Service for eligibility purposes upon completing 1,000 Hours of Service \nduring an Eligibility Computation Period. Hours of Service are calculated based on actual hours worked during the \nEligibility Computation Period. (See Section 1.52 of the BPD for the definition of Hour of Service.) \n• Eligibility Computation Period. If one Year of Service is required for eligibility, the Plan will determine subsequent \nEligibility Computation Periods on the basis of Plan Years. If more than one Year of Service is required for eligibility, the \nPlan will determine subsequent Eligibility Computation Periods on the basis of Anniversary Years. However, if the \nEmployee fails to earn a Year of Service in the first or second Eligibility Computation Period, the Plan will determine \nsubsequent Eligibility Computation Periods on the basis of Plan Years beginning in the first or second Eligibility \nComputation Period, as applicable. \n• Break in Service Rules. The Nonvested Participant Break in Service rule (see Section 2.07(b) of the BPD) and the One-\nYear Break in Service rule (see Section 2.07(d) of the BPD) do NOT apply. Governmental Plans are not subject to the Break \nin Service rules under Title I of ERISA and can modify the Break in Service rules of the Plan accordingly. \nTo override the default eligibility rules, complete the applicable sections of this AA §4-3. If this AA §4-3 is not completed for a \nparticular contribution type, the default eligibility rules apply. \nMatchER\n \n (a) Year of Service. Instead of 1,000 Hours of Service, an Employee earns a Year of \nService upon the completion of Hours of Service during an Eligibility \nComputation Period. \n \n(b) Eligibility Computation Period. The Plan will use Anniversary Years for all \nEligibility Computation Periods. \n \n(c) Exclusion Years. Instead of the Plan Year, the Plan will use Anniversary Years for \nExclusion Years for purposes of determining whether Employees normally work fewer \nthan 20 hours per week. (See Section 2.02(b)(4) of the BPD.) \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 4 – Minimum Age and Service Requirements \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 7 \nMatchER\n \n \n(d) Elapsed Time Method. Eligibility service will be determined under the Elapsed Time \nMethod. An Eligible Employee (as defined in AA §3-1) must complete a period of \nservice, as designated below, to participate in the Plan. \n (1) For Match, must complete a period of service \n (2) For ER, must complete a period of service \n[Note: Under the Elapsed Time Method, service will be measured from the Employee’s \nemployment commencement date (or reemployment commencement date, if applicable) \nwithout regard to the Eligibility Computation Period.] \n (e) Equivalency Method. For purposes of determining an Employee’s Hours of Service \nfor eligibility, the Plan will use the Equivalency Method (as defined in Section \n2.03(a)(5) of the BPD). The Equivalency Method will apply to: \n (1) All Employees. \n (2) Only Employees for whom the Employer does not maintain hourly records. \nFor Employees for whom the Employer maintains hourly records, eligibility \nwill be determined based on actual hours worked. \nHours of Service for eligibility will be determined under the following Equivalency \nMethod: \n (3) Monthly. 190 Hours of Service for each month worked. \n (4) Weekly. 45 Hours of Service for each week worked. \n (5) Daily. 10 Hours of Service for each day worked. \n (6) Semi-monthly. 95 Hours of Service for each semi-monthly period worked. \n (7) Hours worked. 870 hours worked treated as 1,000 Hours of Service and 435 \nhours worked treated as 500 Hours of Service. \n (8) Regular time hours. 750 regular time hours treated as 1,000 Hours of \nService and 375 regular time hours treated as 500 Hours of Service. \n (9) Describe: \n[Note: Any description under (9) must be definitely determinable with \nrespect to Hours of Service.] \n (f) Nonvested Participant Break in Service rule applies. Service earned prior to a \nNonvested Participant Break in Service (as defined in Section 2.07(b) of the BPD) will \nbe disregarded in applying the eligibility rules. \n The Nonvested Participant Break in Service rule applies to all Employees, \nincluding Employees who have not had a Severance from Employment. \n (g) One-Year Break in Service rule applies. The One-Year Break in Service rule (as \ndefined in Section 2.07(d) of the BPD) applies to temporarily disregard an Employee’s \nservice earned prior to a one-year Break in Service. \n The One-Year Break in Service rule applies to all Employees, including \nEmployees who have not had a Severance from Employment. \n \n(h) Special eligibility provisions: \n[Note: Any special eligibility provision must relate to an Employee’s eligibility to \nparticipate under the Plan. The Employer may describe different eligibility provisions, \nincluding different Eligibility Computation Periods and different service crediting \nmethods, for different groups of Employees, provided such eligibility provisions are \nconsistent with the permissible elections in this AA §4.] \n \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 4 – Minimum Age and Service Requirements \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 8 \n4-4 EFFECTIVE DATE OF MINIMUM AGE AND SERVICE REQUIREMENTS. The minimum age and/or service \nrequirements under AA §4-1 apply to all Employees under the Plan. An Employee will participate with respect to all contribution \ntypes under the Plan as of such Employee’s Entry Date under AA §4-2, taking into account all service with the Employer, \nincluding service earned prior to the Effective Date. \nTo allow Employees hired on a specified date to enter the Plan without regard to the minimum age and/or service conditions, \ncomplete this AA §4-4. \nMatchER\n \n \nAn Eligible Employee who is employed by the Employer on the following date will become \neligible to enter the Plan without regard to minimum age and/or service requirements (as \ndesignated below): \n (a) the Effective Date of this Plan (as designated in the Employer Signature Page). \n (b) the date the Plan is executed by the Employer (as indicated on the Employer \nSignature Page). \n (c) [insert date no earlier than the Effective Date of this Plan]. \nAn Eligible Employee who is employed on the designated date will become eligible to \nparticipate in the Plan without regard to the minimum age and service requirements under \nAA §4-1. If both minimum age and service conditions are not waived, select (d) or (e) to \ndesignate which condition is waived under this AA §4-4. \n (d) This AA §4-4 only applies to the minimum service condition. \n (e) This AA §4-4 only applies to the minimum age condition. \nThe provisions of this AA §4-4 apply to all Eligible Employees employed on the designated \ndate unless designated otherwise under subsection (f) or (g) below: \n (f) The provisions of this AA §4-4 apply to the following group of Employees \nemployed on the designated date: \n (g) Describe special rules: \n[Note: An Employee who is employed as of the date described in this AA §4-4 will be \neligible to enter the Plan as of such date unless a different Entry Date is designated under \nsubsection (g).] \n \n4-5 SERVICE WITH PREDECESSOR EMPLOYER. This AA §4-5 may be used to identify any Predecessor Employers for \nwhom service will be counted for purposes of determining eligibility, vesting and allocation conditions under this Plan. \nIf this AA §4-5 is not completed, no service with a Predecessor Employer will be counted. \n (a) Identify Predecessor Employer(s): \n (1) The Plan will count service with all Employers which have been acquired. \n (2) The Plan will count service with the following Predecessor Employers: \nName of Predecessor Employer Eligibility Vesting \nAllocation \nConditions \n (i) \n \n \n (b) Describe any special provisions applicable to Predecessor Employer service: \n[Note: Any special provisions must relate solely to service with a Predecessor Employer.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 5 – Compensation Definitions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 9 \nSECTION 5 \nCOMPENSATION DEFINITIONS \n5-1 TOTAL COMPENSATION. Total Compensation is based on the definition set forth under this AA §5-1. (See Section 1.101 of \nthe BPD for a specific definition of the various types of Total Compensation.) \n (a) W-2 Wages \n (b) Code §415 Compensation \n (c) “Simplified” Code §415 Compensation \n (d) Wages under Code §3401(a) \n[Note: For purposes of determining Total Compensation, the definition includes Elective Deferrals as defined in Section 1.33 of \nthe BPD, pre-tax contributions to a Code §125 cafeteria plan or a Code §457 plan, and qualified transportation fringes under \nCode §132(f)(4).] \n5-2 POST-SEVERANCE COMPENSATION. Total Compensation includes post-severance compensation, to the extent provided in \nSection 1.101(b) of the BPD. This may be overridden by completing the following elections: \n (a) Exclusion of post-severance compensation from Total Compensation. The following amounts paid after a \nParticipant’s severance of employment are excluded from Total Compensation: \n (1) Unused leave payments. Payment for unused accrued bona fide sick, vacation, or other leave, but only if the \nEmployee would have been able to use the leave if employment had continued. \n (2) Deferred compensation. Payments received by an Employee pursuant to a nonqualified unfunded deferred \ncompensation plan, but only if the payment would have been paid to the Employee at the same time if the \nEmployee had continued in employment and only to the extent that the payment is includible in the \nEmployee’s gross income. \n[Note: Plan Compensation (as defined in Section 1.72 of the BPD) includes any post-severance compensation amounts \nthat are includible in Total Compensation. The Employer may elect to exclude all compensation paid after severance of \nemployment or may elect to exclude specific types of post-severance compensation from Plan Compensation under AA \n§5-3.] \n(b) Continuation payments for disabled Participants. Unless designated otherwise under this subsection (b), Total \nCompensation does not include continuation payments for disabled Participants. \n Payments to disabled Participants. Total Compensation shall include post-severance compensation paid to a \nParticipant who is permanently and totally disabled, as provided in Section 1.101(c) of the BPD. \n5-3 PLAN COMPENSATION. Plan Compensation is Total Compensation (as defined in AA §5-1 and adjusted by AA §5-2 \nabove) with the following exclusions described below. \nDeferralMatchER \n \n(a) No exclusions. \nN/A \n \n(b) Elective Deferrals (as defined in Section 1.33 of the BPD), pre-tax \ncontributions to a Code §125 cafeteria plan or a Code §457 plan, and \nqualified transportation fringes under Code §132(f)(4). \n \n(c) All fringe benefits (cash and noncash), reimbursements or other \nexpense allowances, moving expenses, deferred compensation, and \nwelfare benefits. \n \n(d) Compensation above $ . \n \n(e) Amounts received as a bonus. \n \n(f) Amounts received as commissions. \n \n(g) Overtime payments. \n \n(h) Amounts received for services performed for a non-signatory Related \nEmployer. (See Section 2.02(c) of the BPD.) \n \n(i) “Deemed §125 compensation” as defined in Section 1.101(d) of the \nBPD. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 5 – Compensation Definitions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 10 \n \n(j) Amounts received after Severance from Employment. (See Section \n1.101(b) of the BPD.) \n \n(k) Differential Pay (as defined in Section 1.101(e) of the BPD). \n \n(l) Leave of absence pay. \n \n(m) Describe adjustments to Plan Compensation: \n[Note: Any adjustments to Plan Compensation under this AA §5-3 must be \ndefinitely determinable.] \n \n5-4 PERIOD FOR DETERMINING COMPENSATION. \n(a) Compensation Period. Plan Compensation will be determined on the basis of the following period(s) for the contribution \ntypes identified in this AA §5-4. [If a period other than Plan Year applies for any contribution type, any reference to the \nPlan Year as it refers to Plan Compensation for that contribution type will be deemed to be a reference to the period \ndesignated under this AA §5-4.] \nDeferralMatchER\n \n \n(1) The Plan Year. \n \n(2) The calendar year ending in the Plan Year. \n \n(3) The Employer's fiscal tax year ending in the Plan Year. \n (4) The 12-month period ending on which ends during the Plan \nYear. \n(b) Compensation while a Participant. Unless provided otherwise under this subsection (b), in determining Plan \nCompensation, only compensation paid while an individual is a Participant under the Plan with respect to a particular \ncontribution type will be taken into account. \nTo count compensation for the entire Plan Year for a particular contribution type, including compensation paid while an \nindividual is not a Participant with respect to such contribution type, check below. (See Section 1.72 of the BPD.) \nMatchER\n \n All compensation paid during the Plan Year will be taken into account, including \ncompensation paid while an individual is not a Participant. \n(c) Few weeks rule. The few weeks rule under Code §415 will not apply unless designated otherwise under this subsection \n(c). \n Amounts earned but not paid during a Limitation Year solely because of the timing of pay periods and pay dates shall \nbe included in Includible Compensation for the Limitation Year, provided the amounts are paid during the first few \nweeks of the next Limitation Year, the amounts are included on a uniform and consistent basis with respect to all \nsimilarly situated Employees, and no amounts are included in more than one Limitation Year. \nSECTION 6 \nEMPLOYER CONTRIBUTIONS \n6-1 EMPLOYER CONTRIBUTIONS. Is the Employer authorized to make Employer Contributions under the Plan? \n Yes \n No [If No, skip to AA §6A.] \n6-2 EMPLOYER CONTRIBUTION FORMULA. For the period designated in AA §6-4 below, the Employer will make the \nfollowing Employer Contributions on behalf of Participants who satisfy the allocation conditions designated in AA §6-7 below. \nAny Employer Contribution authorized under this AA §6-2 will be allocated in accordance with the allocation formula selected \nunder AA §6-3. Any Employer Contribution authorized under this AA §6-2 will be allocated in accordance with the allocation \nformula selected under AA §6-3. \n [Note: As a Governmental Plan, this Plan is not subject to the nondiscrimination and coverage rules (other than the universal \navailability rule under Code §403(b)(12)(A)(ii)) under the Code and Title I of ERISA.] \n (a) Discretionary contribution. The Employer will determine in its sole discretion how much, if any, it will make as an \nEmployer Contribution. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6 – Employer Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 11 \n (b) Fixed contribution. \n (1) % of each Participant’s Plan Compensation. \n (2) $ for each Participant. \n (c) Contributions under collective bargaining agreement, employment contract or equivalent arrangement. The \nEmployer will make an Employer Contribution based on a collective bargaining agreement, employment contract or \nequivalent arrangement as follows: \n (1) Describe: All employer contribution formulas are set forth in the applicable agreement between the employer \nand employee. \n (2) See Addendum. \n[Note: Insert the appropriate contribution formula (and allocation formula, if applicable) from the collective bargaining \nagreement, employment contract or equivalent arrangement. The formula must be definitely determinable. \nAlternatively, the Employer may attach an addendum which incorporates by reference the currently applicable \ncollective bargaining agreement, employment contract or equivalent arrangement. The addendum does not need to \ninclude the actual collective bargaining agreement, employment contract or equivalent arrangement, but must be \nsufficiently descriptive to identify incorporated documents.] \n (d) Service-based contribution. The Employer will make the following contribution: \n (1) Discretionary. A discretionary contribution determined as a uniform percentage of Plan Compensation or a \nuniform dollar amount for each period of service designated below. \n (2) Fixed percentage. % of Plan Compensation paid for each period of service designated below. \n (3) Fixed dollar. $ for each period of service designated below. \nThe service-based contribution will be based on the following periods of service: \n (4) Each Hour of Service \n (5) Each week of employment \n (6) Describe period: \n [Note: Any described period must satisfy the definitely determinable requirements under Treas. Reg. §1.401-\n1(b)(1)(i).] \nThe service-based contribution is subject to the following rules: \n (7) Describe any special provisions that apply to service-based contribution: \n (e) Year of Service contribution. The Employer will make an Employer Contribution based on Years of Service with the \nEmployer. \nYears of Service Contribution % \n (1) From and up through % \n (2) From and up through % \n (3) From and up through % \n (4) From and up through % \n (5) From and up through % \n (6) From and up through % \n (7) From and above % \nFor this purpose, a Year of Service is each Plan Year during which an Employee completes at least 1,000 Hours of \nService. Alternatively, a Year of Service is: \n[Note: Any alternative definition of a Year of Service must meet the requirements of a Year of Service as defined in \nSection 2.03 of the BPD.] \n (f) Describe special rules for determining contributions under the Plan: \n[Note: The Employer may describe special rules for determining contributions under the Plan consistent with the \nelections under (a) – (e) above and/or a combination thereof.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6 – Employer Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 12 \n6-3 ALLOCATION FORMULA. \n (a) Uniform allocation. The discretionary Employer Contribution under AA §6-2 will be allocated: \n (1) as a uniform percentage of Plan Compensation. \n (2) as a uniform dollar amount. \n (b) Fixed allocation. The fixed Employer Contribution under AA §6-2 will be allocated in accordance with the selections \nmade with respect to the fixed Employer Contributions under AA §6-2. \n (c) Permitted disparity allocation. The discretionary Employer Contribution under AA §6-2 will be allocated under the \ntwo-step method (as defined in Section 3.02(a)(1)(ii)(A) of the BPD), using the Taxable Wage Base (as defined in \nSection 1.98 of the BPD) as the Integration Level. \nTo modify these default rules, complete the appropriate provision(s) below: \n (1) Integration Level. Instead of the Taxable Wage Base, the Integration Level is: \n (i) % of the Taxable Wage Base, increased (but not above the Taxable Wage Base) to the next \nhigher: \n (A) N/A (B) $1 \n (C) $100 (D) $1,000 \n (ii) $ (not to exceed the Taxable Wage Base) \n (iii) 20% of the Taxable Wage Base \n[Note: See Section 3.02(a)(1)(ii)(D) of the BPD for rules regarding the Maximum Disparity Rate that may be \nused where an Integration Level other than the Taxable Wage Base is selected.] \n (2) Describe special rules for applying permitted disparity allocation formula: \n[Note: Any special rules must relate solely to applying the permitted disparity formula.] \n (d) Uniform points allocation. The discretionary Employer Contribution designated in AA §6-2 will be allocated to each \nParticipant in the ratio that each Participant’s total points bears to the total points of all Participants. A Participant will \nreceive the following points: \n (1) point(s) for each year(s) of age (attained as of the end of the Plan Year). \n (2) point(s) for each $ (not to exceed $200) of Plan Compensation. \n (3) point(s) for each Year(s) of Service. For this purpose, Years of Service are determined: \n (i) In the same manner as determined for eligibility. \n (ii) In the same manner as determined for vesting. \n (iii) Points will not be provided with respect to Years of Service in excess of . \n (e) Employee group allocation. The Employer may make a separate Employer Contribution to the Participants in the \nfollowing allocation groups. The Employer must notify the Vendor or Plan Administrator in writing of the amount of \nthe contribution to be allocated to each allocation group. \n (1) A separate discretionary Employer Contribution may be made to each Participant of the Employer (i.e., each \nParticipant is in such Participant’s own allocation group). \n (2) A separate discretionary or fixed Employer Contribution may be made to the following allocation groups. If \nno fixed amount is designated for a particular allocation group, the contribution made for such allocation \ngroup will be allocated as a uniform percentage of Plan Compensation to all Participants within that allocation \ngroup, unless otherwise designated as a uniform dollar amount below. \n The contribution made for each allocation group will be allocated as a uniform dollar amount to all \nParticipants within the allocation group. \nDescription of allocation groups \n \n Group 1: \n[Note: Each group must be definitely determinable.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6 – Employer Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 13 \n (3) Special rules. The following special rules apply to the Employee group allocation formula. \n (i) More than one Employee group. Unless designated otherwise under this subsection (i), if a \nParticipant is in more than one allocation group described in (2) above during the Plan Year, the \nParticipant will receive an Employer Contribution based on the Participant’s status on the last day \nof the Plan Year. \n (A) Determined separately for each Employee group. If a Participant is in more than one \nallocation group during the Plan Year, the Participant’s share of the Employer \nContribution will be based on the Participant’s status for the part of the year the \nParticipant is in each allocation group. However, if the Period for determining Employer \nContributions under AA §6-4(a) is not the Plan Year, the Participant will receive an \nEmployer Contribution based on the Participant’s status on the last day of the applicable \nperiod. \n (B) Describe: \n[Note: Any language under this subsection (B) must be definitely determinable.] \n (f) Age-based allocation. The discretionary Employer Contribution designated in AA §6-2 will be allocated under the age-\nbased allocation formula so that each Participant receives a pro rata allocation based on adjusted Plan Compensation. \nFor this purpose, a Participant’s adjusted Plan Compensation is determined by multiplying the Participant’s Plan \nCompensation by an Actuarial Factor (as defined in Section 3.02(a)(1)(v)(B) of the BPD). \nA Participant’s Actuarial Factor is determined based on a specified interest rate and mortality table. Unless designated \notherwise under (1) or (2) below, the Plan will use an applicable interest rate of 8.5% and a UP-1984 mortality table. \n (1) Applicable interest rate. Instead of 8.5%, the Plan will use an interest rate of % (must be between 7.5% \nand 8.5%) in determining a Participant’s Actuarial Factor. \n (2) Applicable mortality table. Instead of the UP-1984 mortality table, the Plan will use the following mortality \ntable in determining a Participant’s Actuarial Factor: \n (3) Describe special rules applicable to age-based allocation: \n[Note: See Appendix A of the BPD for sample Actuarial Factors based on an 8.5% applicable interest rate and the UP-\n1984 mortality table. If an interest rate or mortality table other than 8.5% or UP-1984 is selected, appropriate \nActuarial Factors must be calculated.] \n (g) Service-based allocation formula. The service-based Employer Contribution selected in AA §6-2 will be allocated in \naccordance with the selections made under the service-based allocation formula in AA §6-2. \n (h) Year of Service allocation formula. The Year of Service Employer Contribution selected in AA §6-2 will be allocated \nin accordance with the selections made under the Year of Service allocation formula in AA §6-2. \n (i) Describe special rules for determining allocation formula: All employer contribution allocation formulas are set \nforth in the applicable agreement between the employer and employee. \n[Note: The Employer may describe special rules for determining allocation formula under the Plan consistent with the \nelections under (a) – (h) above and/or a combination thereof.] \n6-4 SPECIAL RULES. No special rules apply with respect to Employer Contributions under the Plan, except to the extent \ndesignated under this AA §6-4. Unless designated otherwise, in determining the amount of the Employer Contributions to be \nallocated under this AA §6, the Employer Contribution will be based on Plan Compensation paid during the Plan Year. \n (a) Period for determining Employer Contributions. Instead of the Plan Year, Employer Contributions will be \ndetermined based on Plan Compensation paid during the following period: [The Plan Year must be used if the permitted \ndisparity allocation method is selected under AA §6-3 above.] \n (1) Plan Year quarter \n (2) calendar month \n (3) payroll period \n (4) Other period more frequent than Plan Year: \n[Note: Although Employer Contributions are determined on the basis of Plan Compensation paid during the period \ndesignated under this subsection (a), this does not require the Employer to actually make contributions or allocate \ncontributions on the basis of such period. Employer Contributions may be contributed and allocated to Participants at \nany time within the contribution period permitted under Treas. Reg. §1.415(c)-1(b)(6)(B), regardless of the period \nselected under this subsection (a). Any alternative period designated under subsection (4) may not exceed a 12-month \nperiod and will apply uniformly to all Participants.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6 – Employer Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 14 \n (b) Limit on Employer Contributions. The Employer Contribution elected in AA §6-2 may not exceed: \n (1) % of Plan Compensation \n (2) $ \n (3) A discretionary amount determined by the Employer applied in a uniform manner for all eligible Participants \nfor the Plan Year. \n (c) Offset of Employer Contribution. \n (1) A Participant’s allocation of Employer Contributions under AA §6-2 of this Plan is reduced by contributions \nunder [insert name of plan(s)]. \n (2) In applying the offset under this subsection (c), the following rules apply: \n (d) Other special rules relating to Employer Contributions: \n6-5 SPECIAL EMPLOYER CONTRIBUTIONS. \n(a) Contributions for former Employees. If this subsection (a) is elected, the Employer may continue to make Employer \nContributions on behalf of a former Employee for the period through the end of the Taxable Year of the Employee in \nwhich such Employee ceases to be an Employee and through the end of each of the next five Taxable Years (as \nprovided in Section 3.01(c) of the BPD), as described below: \n (1) A separate discretionary Employer Contribution may be made to each former Employee (i.e., each former \nEmployee is in such former Employee’s own allocation group). \n (2) The Employer will allocate % of the former Employee’s deemed Total Compensation for the period \nthrough the end of the taxable year in which the former Employee has a Severance from Employment and the \nnext taxable years (not to exceed 5). \n (3) Describe the contribution/allocation formula that applies to former Employees: All employer contributions to \nformer employees is set forth in the applicable agreement between the employer and the employee. \n[Note: The Employer must describe the contribution/allocation rules in a definitely determinable manner consistent \nwith the contribution and allocation elections available under AA §6-2 and 6-3 and/or a combination thereof.] \n (b) Contributions of accrued unpaid sick, PTO and/or vacation leave. (Complete all that apply.) \n (1) The Employer will make Employer Contributions of amounts of accrued unpaid sick leave, as described \nbelow: All employer contributions for unaccrued sick leave, if any, are set forth in the applicable agreement \nbetween the employer and the employee. \n (2) The Employer will make Employer Contributions of amounts of accrued unpaid vacation leave, as described \nbelow: All employer contributions for unpaid vacation leave, if any, are set forth in the applicable agreement \nbetween the employer and the employee. \n (3) The Employer will make Employer Contributions of amounts of accrued unpaid PTO leave, as described \nbelow: All employer contributions for unaccrued PTO leave, if any, are set forth in the applicable agreement \nbetween the employer and the employee. \n[Note: The Employer must describe an Employer Contribution of accrued unpaid sick, PTO and/or vacation leave that \nmeets the following requirements: \n• The leave converted under the arrangement can only be accrued unpaid leave; \n• The leave converted can only be sick, PTO and/or vacation leave; \n• The Employer must designate how often the conversions occur under this AA §6-5; \n• The eligibility requirements for participation in the plan cannot be such that an Employee becomes a Participant \nonly in the plan year in which the Employee terminates employment; \n• The only accrued unpaid leave which can be converted under the arrangement must only be leave for which the \nEmployee has no right to request a cash payment; \n• The leave conversion formula can only be one which involves multiplying an Employee’s current daily rate of pay \nagainst the amount of accrued unpaid leave being converted; and \n• The leave conversion formula is definitely determinable.] \n[Note: As an alternative to describing the Employer Contribution of accrued unpaid sick, PTO and/or vacation leave \nabove, the Employer may attach an addendum which incorporates by reference the currently applicable accrued sick, \nPTO and/or vacation leave policy. The addendum does not need to include the actual accrued sick, PTO and/or \nvacation leave policy, but must be sufficiently descriptive to identify incorporated documents.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6 – Employer Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 15 \n6-6 MANDATORY CONTRIBUTIONS. See AA §6C-3 for elections relating to Mandatory Contributions. \n6-7 ALLOCATION CONDITIONS. A Participant must satisfy any allocation conditions designated under this AA §6-7 to receive \nan allocation of Employer Contributions under the Plan. Allocation conditions do not apply to Mandatory Contributions. \n (a) No allocation conditions apply with respect to Employer Contributions under the Plan. \n (b) Employment condition. An Employee must be employed with the Employer on the last day of the Plan Year. \n (c) Minimum service condition. An Employee must be credited with at least: \n (1) Hours of Service during the Plan Year. \n (i) Hours of Service are determined using actual Hours of Service. \n (ii) Hours of Service are determined using the following Equivalency Method (as defined under AA §4-\n3(e)): \n (A) Monthly (B) Weekly \n (C) Daily (D) Semi-monthly \n (E) Hours worked (F) Regular time hours \n (2) consecutive days of employment with the Employer during the Plan Year. \n (d) Application to a specified period. The allocation conditions selected under this AA §6-7 apply on the basis of the Plan \nYear. Alternatively, if an employment or minimum service condition applies under this AA §6-7, the Employer may \nelect under this subsection (d) to apply the allocation conditions on a periodic basis as set forth below. (See Section \n3.06(a) of the BPD for a description of the rules for applying the allocation conditions on a periodic basis.) \n (1) Period for applying allocation conditions. Instead of the Plan Year, the allocation conditions set forth under \nsubsection (2) below apply with respect to the following periods: \n (i) Plan Year quarter \n (ii) calendar month \n (iii) payroll period \n (iv) Other period more frequent than Plan Year: \n (2) Application to allocation conditions. If this subsection (2) is checked to apply allocation conditions on the \nbasis of specified periods, to the extent an employment or minimum service allocation condition applies under \nthis AA §6-7, such allocation condition will apply based on the period selected under subsection (1) above, \nunless designated otherwise below: \n (i) Only the employment condition will be based on the period selected in subsection (1) above. \n (ii) Only the minimum service condition will be based on the period selected in subsection (1) above. \n (iii) Describe any special rules: \n[Note: Any special rules under subsection (iii) must relate solely to the application of the allocation \nconditions.] \n (e) Exceptions. \n (1) The above allocation condition(s) will not apply if the Employee, during the Plan Year: \n (i) dies. \n (ii) has a Severance from Employment due to becoming Disabled. \n (iii) becomes Disabled. \n (iv) has a Severance from Employment after attaining Normal Retirement Age. \n If this box is checked, this waiver of allocation conditions applies only once during the \nParticipant’s employment with the Employer. Thus, if an Employee is rehired after such a \nwaiver was applied to such Employee, the waiver of allocation conditions will not apply to a \nsubsequent Severance from Employment. \n (v) has a Severance from Employment after attaining Early Retirement Age. \n If this box is checked, this waiver of allocation conditions applies only once during the \nParticipant’s employment with the Employer. Thus, if an Employee is rehired after such a \nwaiver was applied to such Employee, the waiver of allocation conditions will not apply to a \nsubsequent Severance from Employment. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6 – Employer Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 16 \n (vi) is on an authorized leave of absence from the Employer. \n (2) The exceptions selected under subsection (1) will apply even if an Employee has not had a Severance from \nEmployment at the time of the selected event(s). \n (3) The exceptions selected under subsection (1) do not apply to: \n (i) an employment condition designated under this AA §6-7. \n (ii) a minimum service condition designated under this AA §6-7. \n (iii) a Discretionary Employer Contribution. \n (iv) a Fixed Employer Contribution. \n (f) Equivalency Method. For purposes of determining an Employee’s Hours of Service for allocation purposes, the Plan \nwill use the Equivalency Method (as defined in Section 2.03(a)(5) of the BPD). The Equivalency Method will apply to: \n (1) All Employees. \n (2) Only Employees for whom the Employer does not maintain hourly records. For Employees for whom the \nEmployer maintains hourly records, eligibility will be determined based on actual hours worked. \n (g) Elapsed Time Method. For purposes of determining an Employee’s service for allocation purposes, the Plan will use \nthe Elapsed Time Method. \n (h) Describe any special rules governing the allocation conditions under the Plan: Any allocation conditions for employer \ncontributions are set forth in the applicable agreement between the employer and employee. \nSECTION 6A \nSALARY DEFERRALS \n6A-1 SALARY DEFERRALS. Are Eligible Employees permitted to make Salary Deferrals under the Plan? \n Yes \n No [If “No” is checked, skip to Section 6B.] \n6A-2 MAXIMUM LIMIT ON SALARY DEFERRALS. Unless designated otherwise below, a Participant may defer any amount up \nto the Elective Deferral Dollar Limit and the Code §415 Limitation (as set forth in Sections 5.02 and 5.03 of the BPD). \n (a) Salary Deferral Limit. A Participant may not defer an amount in excess of: \n (1) % of Plan Compensation \n (2) $ . \n[Note: If both subsection (1) and subsection (2) are checked, the deferral limit is the lesser of the amounts selected.] \nAny limit described in subsection (1) or subsection (2) above applies with respect to the following period: \n (3) Plan Year. \n (4) the portion of the Plan Year during which the individual is eligible to participate. \n (5) each separate payroll period during which the individual is eligible to participate. \n (b) Limits on deferrals on bonus payments. [Note: This subsection (b) may only be selected if bonus payments are not \nexcluded under AA §5-3.] \n (1) The same limits specified above apply to bonus and non-bonus Plan Compensation. Employees may defer any \namounts out of bonus payments, subject to the Elective Deferral Dollar Limit and the Code §415 Limitation \n(as defined in Sections 5.02 and 5.03 of the BPD) and any other limit on Salary Deferrals under this AA 6A-2. \nThe Employer may impose special limits on bonus payments under the Salary Reduction Agreement. (See \nSection 3.03(a) of the BPD.) \n (2) A Participant may defer up to % (not to exceed 100%) of any bonus payment (subject to the Elective \nDeferral Dollar Limit and the Code §415 Limitation) without regard to any other limits described under this \nAA §6A-2. The Employer may impose special limits on bonus payments under the Salary Reduction \nAgreement. (See Section 3.03(a) of the BPD.) \n (3) Describe special rules applicable to deferrals on bonus payments: \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6A – Salary Deferrals \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 17 \n (c) Describe any other Plan limitations on Salary Deferrals: \n6A-3 MINIMUM DEFERRAL RATE. Unless designated otherwise under this AA §6A-3, no minimum deferral requirement applies \nunder the Plan. Alternatively, a Participant must defer at least the following amount in order to make Salary Deferrals under the \nPlan. \n (a) % of Plan Compensation for a payroll period. \n (b) $ for a payroll period. \n (c) Describe: \n[Note: If more than one limit applies under this AA §6A-3, the minimum deferral rate is the lesser of the amounts designated \nunder this AA §6A-3. If AA §2-3(d) is checked, and the Plan is intended to be a FICA Replacement Plan but does not permit \nEmployer Contributions (AA §6-1 is \"No\") or Matching Contributions (AA §6B-1 is \"No\"), the minimum deferral rate must be at \nleast 7.5%. See BPD Section 6.04(a)(3).] \n6A-4 CATCH-UP CONTRIBUTIONS. Age 50 Catch-Up Contributions (as defined in Section 3.03(d) of the BPD) and Special \nCatch-Up Contributions for Qualified Employees of Qualified Organizations (as defined in Section 3.03(e) of the BPD) are \npermitted under the Plan, unless designated otherwise under this AA §6A-4. \n (a) Age 50 Catch-Up Contributions are not permitted under the Plan. \n (b) Special Catch-Up Contributions for Qualified Employees of Qualified Organizations are not permitted under the Plan. \n6A-5 ROTH DEFERRALS. Roth Deferrals, if available, are subject to the terms of the governing Investment Arrangement(s). \n(a) Availability of Roth Deferrals. \n (1) Roth Deferrals are permitted under the Plan. \n (2) Roth Deferrals are not permitted under the Plan. \n[Note: If Roth Deferrals are effective as of a date later than the Effective Date of the Plan, designate such special \nEffective Date in AA §6A-9 below.] \n(b) Distribution of Roth Deferrals. Unless designated otherwise under this subsection (b), to the extent a Participant takes \na distribution or withdrawal from such Participant’s Salary Deferral Account(s), the Participant may designate the \nextent to which such distribution is taken from the Pre-Tax Deferral Account or from the Roth Deferral Account. (See \nSection 8.09(b) of the BPD for default distribution rules if a Participant fails to designate the appropriate Account(s) for \ndistribution purposes.) \nAlternatively, the Employer may designate the order of distributions for the distribution types listed below or in a \nseparate administrative procedure: \n (1) Distributions and withdrawals. \n (i) Any distribution will be taken on a pro rata basis from the Participant’s Pre-Tax Deferral Account \nand Roth Deferral Account. \n (ii) Any distribution will be taken first from the Participant’s Roth Deferral Account and then from the \nParticipant’s Pre-Tax Deferral Account. \n (iii) Any distribution will be taken first from the Participant’s Pre-Tax Deferral Account and then from \nthe Participant’s Roth Deferral Account. \n (2) Distribution of Excess Deferrals. \n (i) Distribution of Excess Deferrals will be made from Roth and Pre-Tax Deferral Accounts in the \nsame proportion that deferrals were allocated to such Accounts for the calendar year. \n (ii) Distribution of Excess Deferrals will be made first from the Roth Deferral Account and then from \nthe Pre-Tax Deferral Account. \n (iii) Distribution of Excess Deferrals will be made first from the Pre-Tax Deferral Account and then \nfrom the Roth Deferral Account. \n(c) In-Plan Roth Conversions. In-Plan Roth Conversions are not permitted unless Roth Deferrals are permitted in \nsubsection (a) above, and then are permitted only if elections in this subsection (c) are completed. \n (1) Effective date. Effective January 1, 2013 , a Participant may elect to convert all or any \nportion of such Participant’s non-Roth vested Account Balance to an In-Plan Roth Conversion Account. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6A – Salary Deferrals \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 18 \n[Note: The Plan must provide for Roth Deferrals under AA §6A-5 as of the effective date designated in this subsection \n(c). An election under this subsection (c) does not affect an In-Plan Roth Conversion that was allowed under prior Plan \nprovisions.] \n (2) In-Service Distribution. \n (i) For a Participant to convert such Participant’s eligible contributions to Roth Deferrals through an \nIn-Plan Roth Conversion, the Participant need not be eligible to take a distribution from the Plan. \n[Note: If this subsection (i) is checked, a Participant may convert any or all of the eligible \ncontribution types to Roth Deferrals through an In-Plan Roth Conversion.] \n (ii) For a Participant to convert such Participant’s eligible contributions to Roth Deferrals through an \nIn-Plan Roth Conversion, a Participant must be eligible for a distribution of any amounts converted \nto Roth Deferrals through an In-Plan Roth Conversion. Thus, only amounts that are eligible for \ndistribution under AA §9 or AA §10 are eligible for In-Plan Roth Conversion. \n (3) Contribution types. An Employee may elect to make an In-Plan Roth Conversion from all available \ncontribution types under the Plan. \nTo override this default provision to limit the contributions types available for In-Plan Roth Conversion, \nselect the applicable contribution types from which an In-Plan Roth Conversion is available: \n (i) Pre-tax Deferrals \n (ii) Employer Contributions \n (iii) Matching Contributions \n (iv) After-Tax Employee Contributions \n (v) Rollover Contributions \n (vi) Mandatory Contributions \n (vii) Describe: \n[Note: Any contribution types described in this subsection (vii) must be definitely determinable and \nnot subject to Employer discretion.] \n(4) Limits applicable to In-Plan Roth Conversions. No special limits apply with respect to In-Plan Roth \nConversions, unless designated otherwise under this subsection (4). \n (i) Roth conversions may only be made from contribution types that are fully vested (i.e., 100% \nvested). \n[Note: If an In-Plan Roth Conversion is permitted from partially-vested types, special rules apply \nfor determining the vested percentage of such amounts after conversion. See the rules under Section \n7.08 of the BPD.] \n (ii) A Participant may not make an In-Plan Roth Conversion of less than $ . \n (iii) A Participant may not make an In-Plan Roth Conversion of any outstanding loan amount. \n[Note: If this subsection (iii) is not checked, a Participant may convert amounts that are \nattributable to an outstanding loan, to the extent the loan relates to a contribution type that is \neligible for conversion under subsection (3) above.] \n (iv) Only Participants who are current Employees are allowed to make In-Plan Roth Conversions. \n (v) The ability to make In-Plan Roth Conversions is limited to the following events: \n (vi) Describe: \n[Note: Any selection in this subsection (vi) must be definitely determinable and not subject to \nEmployer discretion.] \n(5) Amounts available to pay federal and state taxes generated from an In-Plan Roth Conversion. No \nspecial provisions apply to allow Participants to withdraw funds to pay federal or state taxes generated from \nan In-Plan Roth Conversion, except as provided otherwise under this subsection (5). \n (i) In-service distribution. If the Plan does not otherwise permit an in-service distribution at the time \nof the In-Plan Roth Conversion and this subsection (i) is checked, a Participant may elect to take an \nin-service distribution solely to pay taxes generated from the In-Plan Roth Conversion to the extent \nsuch in-service distribution would otherwise be permitted under Section 8.08 of the BPD. \n[Note: If this subsection (i) is checked, a Participant may take an in-service distribution only to the \nextent such distribution would otherwise be permitted under the provisions of Section 8.08 of the \nBPD.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6A – Salary Deferrals \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 19 \n (ii) Participant loan. Generally, a Participant may request a loan from the Plan to the extent permitted \nunder Section 13 of the BPD and AA Appendix B. However, to the extent a Participant loan is not \notherwise allowed and this subsection (ii) is selected, a Participant may receive a Participant loan \nsolely to pay taxes generated from an In-Plan Roth Conversion. \n[Note: If this subsection (ii) is selected and Participant loans are not otherwise authorized under \nthe Plan, any Participant loan made pursuant to this subsection (ii) will be made in accordance \nwith the default loan policy described in Section 13 of the BPD.] \n(6) Distribution from In-Plan Roth Conversion Account. Distributions from the In-Plan Roth Conversion \nAccount will be permitted at the same time as permitted for Roth Deferrals, as set forth under AA §10-1, \nunless designated otherwise under this subsection (6). However, earlier distribution of certain converted \namounts may be required to the extent necessary to protect distribution options that were available with \nrespect to such converted amounts prior to the In-Plan Roth Conversion. \n (i) In-service distributions will not be permitted from an In-Plan Roth Conversion Account. However, \na distribution must continue to be offered for any converted amounts as of the earliest date a \ndistribution would otherwise be permitted for such converted amounts, without regard to the In-Plan \nRoth Conversion. \n (ii) An in-service distribution may be made from the In-Plan Roth Conversion Account at any time, \nsubject to any source distributions restrictions that applied to amounts prior to the conversion. \n (iii) Describe distribution options: \n (d) SPECIAL RULES APPLICABLE TO ROTH DEFERRALS. \n[Note: Any special rules must satisfy the requirements applicable to Roth Deferrals under Code §402A.] \n6A-6 AUTOMATIC INCREASE FOR PARTICIPANTS WITH AFFIRMATIVE SALARY DEFERRAL ELECTION. A \nParticipant’s affirmative Salary Deferral election will not automatically increase or expire. To override this default, select the \nappropriate elections below. \n If elected, a Participant’s affirmative Salary Deferral election will expire annually, unless otherwise indicated below. Prior to \nexpiration, the Plan must provide Participants with a timely notice that their affirmative Salary Deferral elections will expire and \nhow the automatic increase provision will apply. Prior to the expiration of an affirmative Salary Deferral election, the Participant \ncan complete a new affirmative Salary Deferral election and designate a new Salary Deferral percentage. If a Participant fails to \ncomplete a new affirmative Salary Deferral election subsequent to the prior election expiring, the Participant’s current Salary \nDeferral election will continue and will be subject to the automatic increase below. \n(a) If elected under this subsection (a), a Participant’s affirmative Salary Deferral election will increase each Plan Year as \nfollows: (See Section 3.03(c) of the BPD.) \n (1) %, up to a maximum of %. \nA Participant’s affirmative Salary Deferral election will expire and the automatic increase will occur: \n (2) Annually, on [indicate date] \n (3) Describe: [indicate date/frequency, other than annual] \n (b) Automatic increase and expiration provisions will apply to: \n (1) All Participants with an affirmative Salary Deferral election. \n (2) Only Participants with an affirmative Salary Deferral election that is less than or equal to % \n (3) Only Participants with an affirmative Salary Deferral election that is at least % \n (4) Describe: [must not discriminate in favor of Highly Compensated Employees] \n(c) The automatic increase will be allocated under the Plan’s administrative procedures unless otherwise indicated below: \n Describe: [indicate manner in which the automatic increase will be allocated to \nthe Participant’s account.] \n(d) Application of automatic increase. Unless designated otherwise under this subsection (d), if an automatic increase is \nselected under this AA §6A-6, the automatic increase will take effect as of the first day of the second Plan Year \nfollowing the Plan Year in which the salary deferral election first becomes effective with respect to a Participant. (See \nSection 3.03(c)(2)(i)(C) of the BPD.) \n (1) First Plan Year. Instead of applying as of the second Plan Year, the automatic increase described in \nsubsection (a) takes effect as of the appropriate date (as designated under subsection (4) below) within the \nfirst Plan Year following the date salary deferrals begin. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6A – Salary Deferrals \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 20 \n (2) Designated Plan Year. Instead of applying as of the second Plan Year, the automatic increase described in \nsubsection (a) takes effect as of the appropriate date (as designated under subsection (4) below) within the \nPlan Year following the Plan Year in which the salary deferral election first becomes effective with respect to \na Participant. \n (3) At least 6 months after. Instead of applying as of the second Plan Year, the automatic increase described in \nsubsection (a) takes effect as of the appropriate date (as designated under subsection (4) below) which is at \nleast 6 months (or 180 days) after the Participant first has salary deferrals withheld. \n (4) Effective date. The automatic increase described under subsection (a) is generally effective as of the first day \nof the Plan Year. If this subsection (4) is checked, instead of becoming effective on the first day of the Plan \nYear, the automatic increase will be effective on: \n (i) The anniversary of the Participant's date of hire. \n (ii) The anniversary of the Participant's first salary deferral contribution. \n (iii) The first day of each calendar year. \n (iv) The anniversary of the Participant’s Entry Date. \n (v) Other date: \n[Note: The date must be definite and must be consistent with the elections allowed under this AA \n§6A-6.] \n (e) Expiration of affirmative deferral elections. A Participant’s affirmative deferral election will expire: \n (1) at the end of each Plan Year. \n (2) Describe date that the affirmative election will expire: \n[Note: The date must be definite and must be consistent with the elections allowed under this AA §6A-6.] \nThe Plan must provide Participants with a timely notice that their affirmative deferral elections will expire and the \napplication of any escalator provision. If a Participant fails to complete a new affirmative deferral election subsequent \nto the prior election expiring, the Participant’s current deferral percentage will continue and will be subject to any \nautomatic increase, as may be applicable. \n Alternatively, if a Participant fails to complete a new affirmative deferral election subsequent to the prior \nelection expiring, the Participant’s current deferral percentage will continue and will NOT be subject to any \nautomatic increase. \n (f) Describe special rules applicable to the automatic increase and expiration of affirmative Salary Deferral election: \n[Note: Any special rules under this subsection (f) must satisfy the rules applicable to automatic increases under Treas. \nReg. §1.401(k)-3, if applicable.] \n6A-7 CHANGE OR REVOCATION OF DEFERRAL ELECTION. \n(a) Change or revocation of deferral election. In addition to the Participant’s Entry Date under the Plan, a Participant’s \nelection to change or resume a deferral election will be effective as set forth under the Salary Reduction Agreement or \nother written procedures adopted by the Plan Administrator. A Participant must be permitted to change or revoke a \ndeferral election at least once per year. Unless the Salary Reduction Agreement or other written procedures adopted by \nthe Plan Administrator provide otherwise, a Participant may revoke a deferral election (on a prospective basis) at any \ntime. \n(b) Salary deferral elections of rehired Participants. Unless designated otherwise below, a Participant’s affirmative \nelection to defer (or to not defer) will cease upon Severance from Employment and the Participant will need to make a \nnew election upon rehire. \n Participant’s affirmative election does not cease upon Severance from Employment. If this subsection \n(b) is selected, a terminated Participant’s affirmative election to defer (or to not defer) will not cease upon \nSeverance from Employment and the Participant’s affirmative election to defer (or to not defer) in effect at \nthe time of Severance from Employment will apply upon rehire. \n[Note: The Employer may modify the rules applicable to rehired employees under the Salary Reduction \nAgreement or other administrative procedures.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6A – Salary Deferrals \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 21 \n6A-8 AUTOMATIC CONTRIBUTION ARRANGEMENT. No automatic contribution provisions apply under Section 3.03 of the \nBPD, unless provided otherwise under this AA §6A-8. [Note: A governmental Employer’s election to include automatic deferral \nprovisions may be subject to State and local anti-garnishment and other applicable State and local laws and regulations.] \n (a) Type of Automatic Contribution Arrangement. \n (1) Eligible Automatic Contribution Arrangement. Check this subsection (1) if the Employer intends for the \nPlan to be an Eligible Automatic Contribution Arrangement (EACA), as described in Section 3.03(c)(2). If \nthis subsection (1) is checked, the selections in this AA §6A-8 must be consistent with the requirements of an \nEACA. As an EACA, the Employer also must complete AA §6A-8(c) relating to permissible withdrawals. \n (2) Automatic Contribution Arrangement other than an EACA. Check this subsection (2) if the Employer \nintends for the Plan to be an Automatic Contribution Arrangement other than an EACA. \n (b) Automatic deferral election. Upon becoming eligible to make Salary Deferrals under the Plan, a Participant will be \ndeemed to have entered into a Salary Reduction Agreement for each payroll period, unless the Participant completes a \nSalary Reduction Agreement (subject to the limitations under AA §6A-2 and AA §6A-3) in accordance with procedures \nadopted by the Plan Administrator. \n (1) Effective date of Automatic Contribution Arrangement or EACA. The automatic deferral provisions \nunder this AA §6A-8 are effective as of: \n (i) The Effective Date of this Plan as set forth under the Employer Signature Page. \n (ii) [insert date no earlier than the Effective Date of this Plan]. \n (iii) As set forth under a prior Plan document. [Note: If this subsection (iii) is checked, the automatic \ndeferral provisions under this AA §6A-8 will apply as of the original Effective Date of the automatic \ncontribution arrangement. Unless provided otherwise under this AA §6A-8, an Employee who is \nautomatically enrolled under a prior Plan document will continue to be automatically enrolled \nunder the current Plan document.] \n (iv) If the Employer is amending the provisions applicable to the ACA or EACA, the amended \nprovisions are effective as of [insert date]. \n[Note: In no event may the automatic deferral election apply to amounts that would (but for the automatic \ndeferral election) become currently available after the later of the date on which the Employer adopts the \ncash or deferred arrangement, or the date on which the arrangement first becomes effective.] \n (2) Automatic Contribution Arrangement deferral amount and automatic increase. \n (i) Automatic deferral amount. \n (A) % of Plan Compensation \n (B) $ \n (ii) Automatic increase. If elected under this subsection (ii), the automatic deferral amount will \nincrease each Plan Year by the following amount. (See Section 3.03(c) of the BPD.) \n (A) % of Plan Compensation \n (B) $ \n (C) If this subsection (C) and subsection (3)(iii) below (relating to the expiration of \naffirmative deferral elections) are both elected, the automatic increase will apply to all \nParticipants, including those Participants whose affirmative deferral elections have \nexpired and no subsequent affirmative election is made. \nAny automatic increase elected under this subsection (ii) will not cause the automatic deferral \namount to exceed: \n (D) % of Plan Compensation \n (E) $ \n (iii) Special application of automatic increase provisions. The Employer may describe under this \nsubsection (iii) special rules applicable to automatic increase provisions: \n [Note: Any special application of the automatic increase provisions must be definitely \ndeterminable.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6A – Salary Deferrals \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 22 \n(3) Application of automatic deferral provisions. The automatic deferral election under subsection (2) will \napply to new Participants (i.e., Participants who enter the Plan after the automatic deferral provisions are \neffective) and current Participants (i.e., Participants who were eligible to participate in the Plan at the time the \nautomatic deferral provisions are effective) as set forth under this subsection (3). \n (i) New Participants. The automatic deferral provisions apply to all eligible Participants who do not \nenter into a Salary Reduction Agreement (including an election not to defer) and who: \n (A) become Participants on or after the effective date of the automatic deferral provisions. \n (B) are hired on or after the effective date of the automatic deferral provisions. \n (ii) Current Participants. The automatic deferral provisions apply to all other eligible Participants as \nfollows: \n (A) Automatic deferral provisions apply to all current Participants who have not entered into a \nSalary Reduction Agreement (including an election not to defer under the Plan). \n (B) Automatic deferral provisions apply to all current Participants who have not entered into a \nSalary Reduction Agreement that is at least equal to the automatic deferral amount under \nsubsection (2)(i). Current Participants who have made a Salary Reduction Agreement that \nis less than the automatic deferral amount, or who have not made a Salary Reduction \nAgreement, will automatically be increased to the automatic deferral amount unless the \nParticipant enters into a new Salary Reduction Agreement on or after the effective date of \nthe automatic deferral provisions. \n (C) Automatic deferral provisions do not apply to current Participants. Only new Participants \ndescribed in subsection (3)(i) are subject to the automatic deferral provisions. [Note: See \nSection 3.03(c)(2)(i) of the BPD for the application of this subsection (C) under an \nEACA.] \n (D) No change for current Participants. Prior automatic deferral provisions will continue to \napply. \n (E) Automatic deferral provisions apply to all current Participants who have not entered into a \nSalary Reduction Agreement (excluding an election not to defer under the Plan). \n (F) Describe: \n (iii) Expiration of affirmative deferral elections. Unless this subsection (iii) is elected, for purposes of \nthe automatic deferral provisions of the Plan, a Participant’s affirmative elective deferral election \nwill not expire. If this subsection (iii) is elected, a Participant’s affirmative deferral election will \nexpire: \n (A) at the end of each Plan Year. \n (B) Describe date that the affirmative election will expire: \n[Note: The date must be definite.] \nThe Plan must provide Participants with a timely notice that their affirmative deferral elections will \nexpire and the application of any escalator provision. If a Participant fails to complete a new \naffirmative deferral election subsequent to the prior election expiring, the Participant becomes \nsubject to the automatic deferral percentage as specified in the Plan pursuant to the automatic \ncontribution arrangement provisions. Each year, upon the expiration of an affirmative deferral \nelection, the Participant can always complete a new affirmative election and designate a new \ndeferral percentage. \n Alternatively, if a Participant fails to complete a new affirmative deferral election \nsubsequent to the prior election expiring, the Participant’s current deferral percentage will \ncontinue and will be subject to any automatic increase, as may be applicable. \n(iv) Treatment of automatic deferrals. Any Salary Deferrals made pursuant to an automatic deferral \nelection will be treated as Pre-Tax Salary Deferrals, unless designated otherwise under this \nsubsection (iv). \n Any Salary Deferrals made pursuant to an automatic deferral election will be treated as Roth \nDeferrals. [Note: This subsection (iv) may only be checked if Roth Deferrals are permitted \nunder AA §6A-5.] \n[Note: Any Salary Reduction Agreement (including an election not to defer under the Plan) made after the \neffective date of the automatic deferral provisions will override such automatic deferral provisions.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6A – Salary Deferrals \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 23 \n(4) Application of automatic increase. Unless designated otherwise under this subsection (4), if an automatic \nincrease is selected under subsection (2)(ii) above, the automatic increase will take effect as of the first day of \nthe second Plan Year following the Plan Year in which the automatic deferral election first becomes effective \nwith respect to a Participant. (See Section 3.03(c)(2)(i) of the BPD.) \n (i) First Plan Year. Instead of applying as of the second Plan Year, the automatic increase described \nin subsection (2)(ii) takes effect as of the appropriate date (as designated under subsection (iv) \nbelow) within the first Plan Year following the date automatic contributions begin. \n (ii) Designated Plan Year. Instead of applying as of the second Plan Year, the automatic increase \ndescribed in subsection (2)(ii) takes effect as of the appropriate date (as designated under subsection \n(iv) below) within the Plan Year following the Plan Year in which the automatic deferral \nelection first becomes effective with respect to a Participant. \n (iii) At least 6 months after. Instead of applying as of the second Plan Year, the automatic increase \ndescribed in subsection (2)(ii) takes effect as of the appropriate date (as designated under subsection \n(iv) below) which is at least 6 months (or 180 days) after the Participant first has automatic deferrals \nwithheld. \n (iv) Effective date. The automatic increase described under subsection (2)(ii) is generally effective as of \nthe first day of the Plan Year. If this subsection (iv) is checked, instead of becoming effective on the \nfirst day of the Plan Year, the automatic increase will be effective on: \n (A) The anniversary of the Participant’s date of hire. \n (B) The anniversary of the Participant’s first automatic deferral contribution. \n (C) The first day of each calendar year. \n (D) The anniversary of the Participant’s Entry Date. \n (E) Other date: \n (v) Special rules: \n[Note: Any special rules under this subsection (v) must satisfy the rules applicable to automatic \nincreases under Treas. Reg. §1.401(k)-3, if applicable.] \n(5) Treatment of Employees who have had a Severance from Employment and who are rehired. Unless \ndesignated otherwise below, in applying the automatic deferral provisions under this AA§6A-8, including the \nautomatic increase provisions, a rehired Participant is treated as a new Employee (regardless of the amount of \ntime since the rehired Employee has a Severance from Employment). \n (i) Rehired Employees not treated as new Employee. In applying the automatic deferral provisions \nunder this AA§6A-8, including the automatic increase provisions, a rehired Participant is not treated \nas a new Employee. Thus, for example, a rehired Participant’s deferral percentage will be calculated \nbased on the date the individual first began making automatic deferrals under the Plan. \n (ii) Administrative procedure. The treatment of re-hired employees will be governed by separate \nadministrative procedure. \n (iii) Describe special rules applicable to rehired employees: \n[Note: Any special rules under this subsection (iii) must satisfy the rules applicable to automatic \nenrollment under Treas. Reg. §1.401(k)-1, if applicable.] \n (c) Permissible Withdrawals under an Eligible Automatic Contribution Arrangement (EACA). \n (1) Permissible withdrawals allowed. If the Plan satisfies the requirements for an EACA (as set forth in Section \n3.03(c)(2) of the BPD), the permissible withdrawal provisions under Section 3.03(c)(2) of the BPD apply. \nThus, a Participant who receives an automatic deferral may withdraw such contributions (and earnings \nattributable thereto) within the time period set forth under Section 3.03(c)(2) of the BPD, without regard to \nthe in-service distribution provisions selected under AA §10-1. Unless elected otherwise below, if an \nEmployee does not make automatic deferrals to the Plan for an entire Plan Year (e.g., due to Severance from \nEmployment), the Plan may allow such Employee to take a permissive withdrawal, but only with respect to \ndefault contributions made after the Employee’s return to employment. \n The ability to take permissible withdrawals does not apply to rehired Employees, even if such \nEmployees have not made automatic deferrals to the Plan for an entire Plan Year due to Severance \nfrom Employment. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6A – Salary Deferrals \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 24 \n (2) No permissible withdrawals. Although the Plan contains an automatic deferral election that is designed to \nsatisfy the requirements of an EACA, the permissible withdrawal provisions under this subsection (c) are not \navailable. \n (3) Time period for electing a permissible withdrawal. Instead of a 90-day election period, a Participant must \nrequest a permissible withdrawal no later than [may not be less than 30 nor more than 90] days after \nthe date the Plan Compensation from which such Salary Deferrals are withheld would otherwise have been \nincluded in gross income. \n (d) Other automatic deferral provisions: \n[Note: Any language added under this subsection (d) must be definitely determinable. Under this subsection (d), the \nEmployer may describe the automatic deferral provisions from the elections available in Section 6A and/or a \ncombination thereof.] \n6A-9 SPECIAL DEFERRAL EFFECTIVE DATES. Unless designated otherwise under this AA §6A-9, a Participant is eligible to \nmake Salary Deferrals under the Plan as of the Effective Date of the Plan (as designated in the Employer Signature Page). \nHowever, in no case may a Participant begin making Salary Deferrals prior to the later of the date the Employee becomes a \nParticipant, the date the Participant executes a Salary Reduction Agreement or the date the Plan is adopted or effective. \nTo designate a later Effective Date for Salary Deferrals or Roth Deferrals, complete this AA §6A-9. \n (a) Salary Deferrals. A Participant is eligible to make Salary Deferrals under the Plan as of: \n (1) the date the Plan is executed by the Employer (as indicated on the Employer Signature Page). \n (2) (insert date). \n (b) Roth Deferrals. The Roth Deferral provisions under AA §6A-5 are effective as of . [If Roth Deferrals \nare permitted under AA §6A-5 above, Roth Deferrals are effective as of the Effective Date applicable to Salary \nDeferrals under this AA §6A-9, unless a later date is designated under this subsection (b).] \n6A-10 SPECIAL RULES APPLICABLE TO SALARY DEFERRALS. The following special rules apply to Salary Deferrals: \n \n[Note: Any special rules must satisfy the applicable requirements for a Governmental Plan under Code §403(b), including the \nuniversal availability rule under Code §403(b)(12)(A)(ii). Under this AA §6A-10, the Employer may only describe special rules \nwhich are consistent with the available elections under AA §6A.] \nSECTION 6B \nMATCHING CONTRIBUTIONS \n6B-1 MATCHING CONTRIBUTIONS. Is the Employer authorized to make Matching Contributions under the Plan? \n Yes. \n No. [Check this box if there are no Matching Contributions. If “No” is checked, skip to Section 6C.] \n6B-2 MATCHING CONTRIBUTION FORMULA. For the period designated in AA §6B-5 below, the Employer will make the \nfollowing Matching Contribution on behalf of Participants who satisfy the allocation conditions under AA §6B-7 below. \n[Note: See AA §6B-3 for the definition of Eligible Contributions for purposes of the Matching Contributions under the Plan. If the \nPlan provides for After-Tax Employee Contributions, also see AA §6C-2 to determine the application of the Matching \nContribution formulas to After-Tax Employee Contributions.] \n (a) Discretionary match. The Employer will determine in its sole discretion how much, if any, it will make as a Matching \nContribution. Such amount will be allocated as: \n (1) A uniform percentage of Eligible Contributions for each period designated in AA §6B-5 below. \n To receive the Matching Contribution for a given period, a Participant must contribute Eligible \nContributions equal to at least % of Plan Compensation for such period. \n (2) A flat dollar amount for each period designated in AA §6B-5 below. \n (i) To receive the Matching Contribution for a given period, a Participant must contribute Eligible \nContributions equal to at least: \n (A) % of Plan Compensation for such period. \n (B) $ for such period. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6B – Matching Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 25 \n (b) Fixed match. The Employer will make a Matching Contribution for each Participant equal to: \n (1) % of Eligible Contributions made for each period designated in AA §6B-5 below. \n To receive the Matching Contribution for a given period, a Participant must contribute Eligible \nContributions equal to at least % of Plan Compensation for such period. \n (2) $ for each period designated in AA §6B-5 below. \n (i) To receive the Matching Contribution for a given period, a Participant must contribute Eligible \nContributions equal to at least: \n (A) % of Plan Compensation for such period. \n (B) $ for such period. \n (c) Matching Contributions under collective bargaining agreement, employment contract or equivalent \narrangement. The Employer will make a Matching Contribution based on a collective bargaining agreement, \nemployment contract or equivalent arrangement as follows: \n (1) Describe: \n (2) See Addendum. \n[Note: Insert the appropriate Matching Contribution formula from the collective bargaining agreement, employment \ncontract or equivalent arrangement. The formula must be definitely determinable. Alternatively, the Employer may \nattach an addendum which incorporates by reference the currently applicable collective bargaining agreement, \nemployment contract or equivalent arrangement. The addendum does not need to include the actual collective \nbargaining agreement, employment contract or equivalent arrangement, but must be sufficiently descriptive to identify \nincorporated documents.] \n (d) Tiered match. The Employer will make a Matching Contribution to all Participants based on the following tiers of \nEligible Contributions. \n (1) Tiers as percentage of Plan Compensation. \nEligible Contributions \nFixed \nMatch \nDiscretionary \nMatch \n (i) Up through % of Plan Compensation % \n \n[Note: The Employer may make elections either under the Fixed Match column or the Discretionary Match \ncolumn, but not both. The Employer may add additional tiers.] \n (2) Tiers as dollar amounts. \nEligible Contributions \nFixed \nMatch \nDiscretionary \nMatch \n (i) Up through $ % \n \n (ii) Over $ % \n \n[Note: The Employer may make elections either under the Fixed Match column or the Discretionary Match \ncolumn, but not both. The Employer may add additional tiers.] \n (e) Year of Service match. The Employer will make a Matching Contribution as a uniform percentage of Salary Deferrals \nto all Participants based on Years of Service with the Employer. \nYears of Service Fixed \nMatch \nDiscretionary \nMatch \n (1) From and up through % \n \n (2) From and up through % \n \n (3) From and up through % \n \n (4) From and up through % \n \n (5) From and above % \n \n (6) Describe any limits on the Years of Service match: \nFor this purpose, a Year of Service is each Plan Year during which an Employee completes at least 1,000 Hours of \nService. Alternatively, a Year of Service is: \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6B – Matching Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 26 \n (f) Different Employee groups. The Employer may make a separate Matching Contribution to the Participants in the \nfollowing allocation groups. The Employer must designate in writing the amount of the contribution to be allocated to \neach allocation group. The allocation groups must be clearly defined in a manner that will not violate the definite \npredetermined allocation formula requirement of Treas. Reg. §1.401-1(b)(1)(ii). \n (1) A separate discretionary Matching Contribution may be made to each Participant of the Employer (i.e., each \nParticipant is in such Participant’s own allocation group). \n (2) A separate discretionary or fixed Matching Contribution may be made to the following allocation groups. If \nno fixed amount is designated for a particular allocation group, the contribution made for such allocation \ngroup will be allocated as a uniform percentage of Eligible Contributions, to all Participants within that \nallocation group, unless otherwise designated as a uniform dollar amount below. The Employer may include \nlimits on the Matching Contribution for the allocation groups. \n The contribution made for each allocation group will be allocated as a uniform dollar amount to all \nParticipants within the allocation group. \nDescription of allocation groups \n \n Group 1: \n[Note: The groups must be clearly defined in a manner that will not violate the definite predetermined \nallocation formula requirement of Treas. Reg. §1.401-1(b)(1)(ii).] \n (g) Describe special rules for determining allocation formula: \n[Note: Any special rules must relate solely to determining the allocation formula and must be consistent with the \navailable elections under this AA §6B-2.] \n6B-3 CONTRIBUTIONS ELIGIBLE FOR MATCHING CONTRIBUTIONS (“ELIGIBLE CONTRIBUTIONS”). Unless \ndesignated otherwise under this AA §6B-3, all Salary Deferrals, including any Roth Deferrals and Catch-Up Contributions, are \neligible for the Matching Contributions designated under AA §6B-2. \n (a) Matching Contributions. Only the following contribution types are eligible for a Matching Contribution under AA \n§6B-2: \n (1) Pre-tax Deferrals \n (2) Roth Deferrals \n (3) Age 50 Catch-Up Contributions \n (4) Special Catch-Up Contributions for Qualified Employees of Qualified Employers \n[Note: See AA §6C-2 to determine eligibility of After-Tax Employee Contributions for Matching Contributions.] \n (b) Application of Matching Contributions to elective deferrals made under another plan maintained by the \nEmployer. If this subsection (b) is checked, the Matching Contributions described in AA §6B-2 will apply to elective \ndeferrals made under another plan maintained by the Employer. \n (1) The Matching Contribution designated in AA §6B-2 above will apply to elective deferrals under the following \nplan maintained by the Employer: \n (2) The following special rules apply in determining the amount of Matching Contributions under this Plan with \nrespect to elective deferrals under the plan described in subsection (1): \n[Note: This subsection (b) may be used to describe special provisions applicable to Matching Contributions provided \nwith respect to elective deferrals under another plan maintained by the Employer, including another Code §403(b) \nplan, a Code §401(a) plan or a Code §457(b) plan.] \n(c) Calculation of Matching Contributions if Plan uses dual eligibility and/or different entry dates. Unless designated \notherwise below, if the Plan has dual eligibility and/or different entry dates (or the Employer chooses to use the Plan’s \noptional true-up provisions), the Matching Contribution formula(s) will be based on Eligible Contributions and Plan \nCompensation for the period designated under AA §6B-5. \n The Plan will make Matching Contributions only on Salary Deferrals and After-Tax Employee Contributions \n(if applicable) made after the Participant becomes eligible for Matching Contributions, regardless of the \nperiod designated under AA §6B-5. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6B – Matching Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 27 \n (d) Special rules. The following special rules apply for purposes of determining the Matching Contribution under this AA \n§6B-3: \n [Note: If contribution types are limited for only certain Matching Contributions, those limitations may be described \nunder this subsection (d). Any special rule under this subsection (d) must be consistent with the available elections \nunder this AA §6B-3.] \n6B-4 LIMITS ON MATCHING CONTRIBUTIONS. In applying the Matching Contribution formula(s) selected under AA §6B-2 \nabove, all Eligible Contributions are eligible for Matching Contributions, unless elected otherwise under this AA §6B-4. [See AA \n§6C-2 for any limits that apply with respect to After-Tax Employee Contributions.] \n (a) Limit on the amount of Eligible Contributions. The Matching Contribution formula(s) selected in AA §6B-2 above \napply only to Eligible Contributions that do not exceed: \n (1) % of Plan Compensation. \n (2) $ . \n (3) A discretionary amount determined by the Employer that will be applied in a uniform manner for all eligible \nParticipants for the Plan Year. \n[Note: If both (1) and (2) are selected, the limit under this subsection (a) is the lesser of the percentage selected in \nsubsection (1) or the dollar amount selected in subsection (2).] \n (b) Limit on Matching Contributions. The total Matching Contribution provided under the formula(s) selected in AA \n§6B-2 above will not exceed: \n (1) % of Plan Compensation. \n (2) $ . \n (3) Other limits on Matching Contributions: (not greater than 100% of Plan Compensation.) \n The limit on Matching Contributions will be based on Plan Year, even if the period for determining \nMatching Contributions under AA §6B-5 is more frequent. \n (4) A discretionary amount determined by the Employer that will be applied in a uniform manner for all eligible \nParticipants for the Plan Year. \n (c) Application of limits. The limits identified under this AA §6B-4 do not apply to the following Matching Contribution \nformula(s): \n (1) Any limit on the amount of Eligible Contributions \ndoes not apply to: \n (2) Any limit on Matching Contributions does not \napply to: \n (i) Discretionary match (i) Discretionary match \n (ii) Fixed match (ii) Fixed match \n (iii) Tiered match (iii) Tiered match \n (iv) Year of Service match (iv) Year of Service match \n (v) Employee group match (v) Employee group match \n (d) Special limits applicable to Matching Contributions: \n[Note: Any description under subsection (d) must be consistent with the available elections under this AA §6B-4.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6B – Matching Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 28 \n6B-5 PERIOD FOR DETERMINING MATCHING CONTRIBUTIONS. The Matching Contribution formula(s) selected in AA \n§6B-2 above (including any limitations on such amounts under AA §6B-4) are based on Eligible Contributions and Plan \nCompensation for the Plan Year. To apply a different period for determining the Matching Contributions and limits under AA \n§6B-2 and AA §6B-4, complete this AA §6B-5. \n (a) payroll period \n (b) Plan Year quarter \n (c) calendar month \n (d) Other period more frequent than Plan Year: \n[Note: Although Matching Contributions (and any limits on those Matching Contributions) will be determined on the basis of the \nperiod designated under this AA §6B-5, this does not require the Employer to actually make contributions or allocate \ncontributions on the basis of such period. Matching Contributions may be contributed and allocated to Participants at any time \nwithin the contribution period permitted under Treas. Reg. §1.415-6, regardless of the period selected under this AA §6B-5. Any \nalternative period designated under this AA §6B-5 may not exceed a 12-month period and will apply uniformly to all \nParticipants.] \n[Note: In determining the amount of Matching Contributions for a particular period, if the Employer actually makes Matching \nContributions to the Plan on a more frequent basis than the period selected in this AA §6B-5, a Participant will be entitled to a \ntrue-up contribution to the extent such Participant does not receive a Matching Contribution based on the Eligible Contributions \nand/or Plan Compensation for the entire period selected in this AA §6B-5. If a period other than the Plan Year is selected under \nthis AA §6B-5, the Employer may make an additional discretionary Matching Contribution equal to the true-up contribution that \nwould otherwise be required if Plan Year was selected under this AA §6B-5. (See Section 3.04(c) of the BPD.)] \n6B-6 ACP TESTING. The ACP Test does NOT apply to this Governmental Plan. \n6B-7 ALLOCATION CONDITIONS. A Participant must satisfy any allocation conditions designated under this AA §6B-7 to receive \nan allocation of Matching Contributions under the Plan. \n[Note: See AA §4-5 for treatment of service with Predecessor Employers for purposes of applying the allocation conditions under \nthis AA §6B-7.] \n (a) Application of allocation conditions. [Note: Leave (a) blank if allocation conditions will apply to all matching \ncontributions under the Plan.] \n (1) No allocation conditions apply with respect to Matching Contributions under the Plan. \n (2) Allocation conditions only apply to discretionary Matching Contributions under the Plan. \n (3) Allocation conditions only apply to fixed Matching Contributions under the Plan. \n[Note: (2) or (3) above should be selected only if the Plan provides for both Fixed and Discretionary Matching \nContributions.] \n (b) Employment condition. An Employee must be employed with the Employer on the last day of the Plan Year. \n (c) Minimum service condition. An Employee must be credited with at least: \n (1) Hours of Service during the Plan Year. \n (i) Hours of Service are determined using actual Hours of Service. \n (ii) Hours of Service are determined using the following Equivalency Method (as defined under AA §4-\n3(e)): \n (A) Monthly (B) Weekly \n (C) Daily (D) Semi-monthly \n (E) Hours worked (F) Regular time hours \n (2) consecutive days of employment with the Employer during the Plan Year. \n (d) Application to a specified period. The allocation conditions selected under this AA §6B-7 apply on the basis of the \nPlan Year. Alternatively, if an employment or minimum service condition applies under this AA §6B-7, the Employer \nmay elect under this subsection (d) to apply the allocation conditions on a periodic basis as set forth below. (See Section \n3.06(a) of the BPD for a description of the rules for the application of allocation conditions on the basis of designated \nperiods.) \n (1) Period for applying allocation conditions. Instead of the Plan Year, the allocation conditions set forth under \nsubsection (2) below apply with respect to the following periods: \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6B – Matching Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 29 \n (i) Plan Year quarter \n (ii) calendar month \n (iii) payroll period \n (iv) Other period more frequent than Plan Year: \n [Note: Any description under subsection (iv) must be for a period less than a Plan Year.] \n (2) Application to allocation conditions. To the extent an employment or minimum service allocation condition \napplies under this AA §6B-7, such allocation condition will apply based on the period selected under \nsubsection (1) above, unless designated otherwise below: \n (i) Only the employment condition will be based on the period selected in subsection (1) above. \n (ii) Only the minimum service condition will be based on the period selected in subsection (1) above. \n (iii) Describe any special rules: \n[Note: Any special rules under subsection (iii) must relate solely to the application of the allocation \nconditions.] \n (e) Equivalency Method. For purposes of determining an Employee’s Hours of Service for allocation purposes, the Plan \nwill use the Equivalency Method (as defined in Section 2.03(a)(5) of the BPD). The Equivalency Method will apply to: \n (1) All Employees. \n (2) Only Employees for whom the Employer does not maintain hourly records. For Employees for whom the \nEmployer maintains hourly records, eligibility will be determined based on actual hours worked. \n (f) Elapsed Time Method. For purposes of determining an Employee’s service for allocation purposes, the Plan will use \nthe Elapsed Time Method. \n (g) Exceptions. \n (1) The above allocation condition(s) will not apply if the Employee, during the Plan Year: \n (i) dies. \n (ii) has a Severance from Employment due to becoming Disabled. \n (iii) becomes Disabled. \n (iv) has a Severance from Employment after attaining Normal Retirement Age. \n If this box is checked, this waiver of allocation conditions applies only once during the \nParticipant’s employment with the Employer. Thus, if an Employee is rehired after such a \nwaiver was applied to such Employee, the waiver of allocation conditions will not apply to a \nsubsequent Severance from Employment. \n (v) has a Severance from Employment after attaining Early Retirement Age. \n If this box is checked, this waiver of allocation conditions applies only once during the \nParticipant’s employment with the Employer. Thus, if an Employee is rehired after such a \nwaiver was applied to such Employee, the waiver of allocation conditions will not apply to a \nsubsequent Severance from Employment. \n (vi) is on an authorized leave of absence from the Employer. \n (2) The exceptions selected under subsection (1) will apply even if an Employee has not had a Severance from \nEmployment at the time of the selected event(s). \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6B – Matching Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 30 \n (3) The exceptions selected under subsection (1) do not apply to: \n (i) an employment condition designated under this AA §6B-7. \n (ii) a minimum service condition designated under this AA §6B-7. \n (iii) the following Matching Contributions: \n (A) Discretionary match \n (B) Fixed match \n (C) Tiered match \n (D) Year of Service match \n (E) Employee group match \n (h) Describe any special rules governing the allocation conditions under the Plan: \n[Note: Any special rule must relate solely to the allocation conditions and must be consistent with the available \nelections under AA §6B-7.] \n6B-8 SPECIAL RULES APPLICABLE TO MATCHING CONTRIBUTIONS. The following special rules apply to Matching \nContributions: \n[Note: Any special rules must relate solely to Matching Contributions and must be consistent with the available elections under \nAA §6B.] \nSECTION 6C \nAFTER-TAX EMPLOYEE CONTRIBUTIONS AND MANDATORY CONTRIBUTIONS \n6C-1 AFTER-TAX EMPLOYEE CONTRIBUTIONS AND MANDATORY CONTRIBUTIONS. Participants may not make \nAfter-Tax Employee Contributions or be required to make Mandatory Contributions under the Plan, unless elected under this AA \n§6C: \n (a) Participants may make After-Tax Employee Contributions to the Plan. \n (b) Participants must make Mandatory Contributions to the Plan. \n6C-2 AFTER-TAX EMPLOYEE CONTRIBUTIONS. If After-Tax Employee Contributions are authorized under AA §6C-1, a \nParticipant may contribute any amount as After-Tax Employee Contributions up to the Code §415 Limitation (as defined in \nSection 5.03 of the BPD), except as limited under this AA §6C-2. \n (a) Eligibility for After-Tax Employee Contributions. If authorized under AA §6C-1, all Eligible Participants may make \nAfter-Tax Employee Contributions, except the following: \n[Note: Any exclusion of Eligible Participants must satisfy applicable rules under Code §403(b) and must be definitely \ndeterminable.] \n (b) Limits on After-Tax Employee Contributions. If this subsection (b) is checked, the following limits apply to After-\nTax Employee Contributions: \n (1) Maximum limit. A Participant may make After-Tax Employee Contributions up to: \n (i) % of Plan Compensation \n (ii) $ \nfor the following period: \n (iii) the entire Plan Year. \n (iv) the portion of the Plan Year during which the Employee is eligible to participate. \n (v) each separate payroll period during which the Employee is eligible to participate. \n (2) Minimum limit. The amount of After-Tax Employee Contributions a Participant may make for any payroll \nperiod may not be less than: \n (i) % of Plan Compensation. \n (ii) $ . \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 6D – After-Tax Employee Contributions and Mandatory Contributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 31 \n (c) Eligibility for Matching Contributions. Unless designated otherwise under this subsection (c), After-Tax Employee \nContributions will not be eligible for Matching Contributions under the Plan. \n (1) After-Tax Employee Contributions are eligible for the following Matching Contributions under the Plan: \n (i) All Matching Contributions elected under AA §6B. \n (ii) All Matching Contributions elected under AA §6B-2, except for the following Matching \nContributions: \n (2) The Matching Contribution formula only applies to After-Tax Employee Contributions that do not exceed: \n (i) % of Plan Compensation. \n (ii) $ . \n (iii) A discretionary amount determined by the Employer. \n(d) Change or revocation of After-Tax Employee Contributions. In addition to the Participant’s Entry Date under the \nPlan, a Participant’s election to change or resume an After-Tax election will be effective as set forth under the After-\nTax Contributions election form or other written procedures adopted by the Plan Administrator. A Participant must be \npermitted to change or revoke an After-Tax election at least once per year. Unless the After-Tax Contributions election \nform or other written procedures adopted by the Plan Administrator provide otherwise, a Participant may revoke an \nAfter-Tax election (on a prospective basis) at any time. \n (e) Describe special rules applicable to After-Tax Employee Contributions: \n[Note: Any special rules must satisfy the requirements of Code §403(b).] \n6C-3 MANDATORY CONTRIBUTIONS. If elected below, a Participant will be required to make a Mandatory Contribution (as \ndefined in Section 1.59 of the BPD) to the Plan equal to the amount specified under this AA §6C-3. Any amounts contributed \npursuant to this AA §6C-3 will be treated as Employer Contributions under the Plan. Such contributions and earnings thereon will \nbe 100% vested at all times. \n (a) The following amounts will be contributed to the Plan as a Mandatory Contribution: \n (1) % of Plan Compensation. \n (2) $ per pay period. \n (3) Any amount from % to % of Plan Compensation, as designated by the Participant. \n (4) The amount designated under an applicable collective bargaining agreement, employment contract or other \narrangement with the Employee. \n (5) Describe amount: \n [Note: Amount may not exceed 100% of Plan Compensation.] \n (b) Special rules applicable to Mandatory Contribution: \n[Note: Special rules may describe special eligibility requirements and the definitely determinable amounts.] \nSECTION 7 \nRETIREMENT AGES \n7-1 NORMAL RETIREMENT AGE. Normal Retirement Age under the Plan is: \n (a) Age 62 (not to exceed 65). \n (b) The later of age (not to exceed 65) or the (not to exceed 5\nth\n) anniversary of the Employee’s: \n (1) Participation commencement date. \n (2) Employment date. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 7 – Retirement Ages \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 32 \n (c) Describe Normal Retirement Age: \n7-2 EARLY RETIREMENT AGE. Unless designated otherwise under this AA §7-2, there is no Early Retirement Age under the \nPlan. \n (a) A Participant reaches Early Retirement Age if such Participant is still employed after attainment of each of the \nfollowing: \n (1) Attainment of age . \n (2) The anniversary of the date the Employee commenced participation in the Plan, and/or \n (3) The completion of Years of Service, determined as follows: \n (i) Same as for eligibility. \n (ii) Same as for vesting. \n (b) Describe Early Retirement Age: \nSECTION 8 \nVESTING AND FORFEITURES \n8-1 CONTRIBUTIONS SUBJECT TO VESTING. Does the Plan provide for Employer Contributions under AA §6 or Matching \nContributions under AA §6B that are subject to vesting? \n Yes \n No [If “No” is checked, skip to Section 9.] \n[Note: “Yes” should be checked under this AA §8-1 if the Plan provides for Employer Contributions and/or Matching \nContributions that are subject to a vesting schedule, even if such contributions are always 100% vested under AA §8-2. “No” \nshould be checked if the only contributions under the Plan are Salary Deferrals and/or After-Tax Employee Contributions.] \n8-2 VESTING SCHEDULE. The vesting schedule under the Plan is as follows for both Employer Contributions and Matching \nContributions, to the extent authorized under AA §6 and AA §6B. (See Section 7.02 of the BPD for a description of the various \nvesting schedules under this AA §8-2.) If the Plan is intended to be a FICA Replacement Plan (as elected in AA §2-3(d)) and \nPart-Time, Seasonal or Temporary Employees are not excluded from participation under the Plan, any vesting schedule selected \nmust satisfy the rules under Section 6.04(b)(1) of the BPD. \n (a) Vesting schedule for Employer Contributions and Matching Contributions: \nERMatch\n \n \n(1) Full and immediate vesting \n \n(2) 3-year cliff vesting schedule \n \n(3) 5-year graded vesting schedule \n \n(4) 6-year graded vesting schedule \n \n(5) Modified vesting schedule \n % immediately on Plan participation \n % after 1 Year of Service \n % after 2 Years of Service \n % after 3 Years of Service \n % after 4 Years of Service \n % after 5 Years of Service \n % after 6 Years of Service \n % after 7 Years of Service \n % after 8 Years of Service \n % after 9 Years of Service \n % after 10 Years of Service \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 8 – Vesting and Forfeitures \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 33 \nERMatch\n \n \n (6) Describe additional modifications to vesting schedule applicable to Employer Contributions: \n \n \n(7) Describe additional modifications to vesting schedule applicable to Matching Contributions: \n[Note: As a Governmental Plan, the Plan is not subject to the requirements of Code §411 and may modify the vesting \nschedule, provided the Plan satisfies the requirements of Code §§401(a)(4) and (7) as in effect before the enactment of \nERISA. For this purpose, the modified vesting schedule must be at least as favorable as one of the following safe harbor \nvesting schedules: \n(1) 15-year cliff vesting schedule. The Participant is fully vested after 15 years of creditable service. Service can \nbe based on years of employment, years of participation or other creditable years of service. \n(2) 20-year graded vesting schedule. The Participant is fully vested based on a graded vesting schedule of 5 to 20 \nyears of creditable service. Service can be based on years of employment, years of participation or other \ncreditable years of service. \n(3) 20-year cliff vesting for qualified public safety employees. Participant is fully vested after 20 years of \ncreditable service. Service can be based on years of employment, years of participation or other creditable \nyears of service. The safe harbor schedule is available only with respect to the vesting schedule applicable to a \ngroup in which substantially all of the participants are qualified public safety employees (within the meaning \nof Code §72(t)(10(B)). \nIf a modified vesting schedule is selected under this subsection (a), the vested schedule must satisfy the pre-ERISA Code \nvesting requirements.] \n (b) Special provisions applicable to vesting schedule: \n[Note: Any special provision must satisfy the pre-ERISA Code vesting requirement.] \n8-3 VESTING SERVICE. In applying the vesting schedules under this AA §8, all service with the Employer counts for vesting \npurposes, unless designated otherwise under this AA §8-3. \n (a) Service before the original Effective Date of this Plan (or a Predecessor Plan) is excluded. \n (b) Service completed before the Employee’s (not to exceed 18th) birthday is excluded. \n (c) Describe special rules for vesting service: \n8-4 VESTING UPON DEATH, DISABILITY OR EARLY RETIREMENT AGE. An Employee’s vesting percentage increases to \n100% if, while employed with the Employer, the Employee: \n (a) dies. \n (b) has a Severance from Employment due to becoming Disabled. \n (c) becomes Disabled. \n (d) reaches Early Retirement Age. \n (e) Not applicable. No increase in vesting applies. \n[Note: This AA §8-4(e) should not be completed if the Plan provides for 100% vesting for all contribution types.] \n8-5 DEFAULT VESTING RULES. In applying the vesting requirements under this AA §8, the following default rules apply. [Note: \nNo election should be made under this AA §8-5 if all contributions are 100% vested.] \n• Year of Service. An Employee earns a Year of Service for vesting purposes upon completing 1,000 Hours of Service during \na Vesting Computation Period. Hours of Service are calculated based on actual hours worked during the Vesting \nComputation Period. (See Section 1.52 of the BPD for the definition of Hour of Service.) \n• Vesting Computation Period. The Vesting Computation Period is the Plan Year. \n• Break in Service Rules. The Nonvested Participant Break in Service rule and One-Year Break in Service rules do NOT \napply. \nTo override the default vesting rules, complete the applicable sections of this AA §8-5. If this AA §8-5 is not completed, the \ndefault vesting rules apply. \nERMatch\n \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 8 – Vesting and Forfeitures \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 34 \nERMatch\n \n \n(a) Year of Service. Instead of 1,000 Hours of Service, an Employee earns a Year of Service \nupon the completion of Hours of Service during a Vesting Computation Period. \n \n(b) Vesting Computation Period. Instead of the Plan Year: \n (1) The Plan will use Anniversary Years for all Vesting Computation Periods. \n (2) Describe: \n[Note: Any Vesting Computation Period described in (2) must be a 12-consecutive month \nperiod and must apply uniformly to all Participants.] \n \n(c) Elapsed Time Method. Instead of determining vesting service based on actual Hours of \nService, vesting service will be determined under the Elapsed Time Method. If this \nsubsection (c) is checked, service will be measured from the Employee’s Employment \nCommencement Date (or Reemployment Commencement Date, if applicable) without regard \nto the Vesting Computation Period provided in Section 7.04 of the BPD. \n (d) Equivalency Method. For purposes of determining an Employee’s Hours of Service for \nvesting, the Plan will use the Equivalency Method (as defined in Section 7.03(a)(2) of the \nBPD). The Equivalency Method will apply to: \n (1) All Employees. \n (2) Only to Employees for whom the Employer does not maintain hourly records. For \nEmployees for whom the Employer maintains hourly records, vesting will be \ndetermined based on actual hours worked. \nHours of Service for vesting will be determined under the following Equivalency Method: \n (3) Monthly. 190 Hours of Service for each month worked. \n (4) Weekly. 45 Hours of Service for each week worked. \n (5) Daily. 10 Hours of Service for each day worked. \n (6) Semi-monthly. 95 Hours of Service for each semi-monthly period worked. \n (7) Hours worked. 870 hours worked treated as 1,000 Hours of Service and 435 hours \nworked treated as 500 Hours of Service. \n (8) Regular time hours. 750 regular time hours treated as 1,000 Hours of Service and \n375 regular time hours treated as 500 Hours of Service. \n (9) Describe: \n[Note: Any description under (9) must be definitely determinable with respect to \nHours of Service.] \n \n(e) Nonvested Participant Break in Service rule applies. Service earned prior to a Nonvested \nParticipant Break in Service will be disregarded in applying the vesting rules. (See Section \n7.07(c) of the BPD.) \n The Nonvested Participant Break in Service rule applies to all Employees, including \nEmployees who have not had a Severance from Employment. \n \n(f) One-Year Break in Service rule applies. The One-Year Break in Service rule (as defined in \nSection 7.07(b) of the BPD) applies to temporarily disregard an Employee’s service earned \nprior to a one-year Break in Service. \n The One-Year Break in Service rule applies to all Employees, including Employees \nwho have not had a Severance from Employment. \n \n(g) Special rules: \n \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 8 – Vesting and Forfeitures \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 35 \n8-6 ALLOCATION OF FORFEITURES. \nThe Employer may decide in its discretion, within the permissible parameters below, how to treat forfeitures under the Plan. \nAlternatively, the Employer may designate under this AA §8-6 how forfeitures occurring during a Plan Year will be treated. \nERMatch \n \n(a) N/A. All contributions are 100% vested. [Do not complete the rest of this AA §8-6.] \n \n(b) Reallocated as additional Employer Contributions or as additional Matching Contributions. \n \n(c) Used to reduce Employer Contributions and/or Matching Contributions. \nFor purposes of subsection (b) or (c), forfeitures will be applied: \n \n(d) for the Plan Year in which the forfeiture occurs. \n \n(e) within 12 months following the Plan Year in which the forfeiture occurs. \n \n(f) for the Plan Year in which the forfeiture occurs or the following 12 months. \nForfeitures used for Plan expenses: \n \n(g) Forfeitures will be used to pay Plan expenses prior to applying forfeitures under subsection \n(b) or (c). \n \n(h) Forfeitures will be used to pay Plan expenses if any forfeitures remain after applying \nforfeitures under subsection (b) or (c). \n \n(i) Forfeitures will not be used to pay Plan expenses. \nIn determining the amount of forfeitures to be allocated under subsection (b), the same allocation conditions apply as for the \nsource for which the forfeiture is being allocated under AA §6-7 or AA §6B-7, unless designated otherwise below: \n \n(j) Forfeitures are not subject to any allocation conditions. \n \n(k) Forfeitures are subject to a last day of employment allocation condition. \n \n(l) Forfeitures are subject to a Hours of Service minimum service requirement. \nIn determining the treatment of forfeitures under this AA §8-6, the following special rules apply: \n \n(m) Describe: \n[Note: Any language added under this subsection (m) must relate solely to the treatment of \nforfeitures.] \n \n8-7 SPECIAL RULES REGARDING CASH-OUT DISTRIBUTIONS AND FORFEITURES. \n(a) Additional allocations. If a Participant who has a Severance from Employment receives a complete distribution of such \nParticipant’s vested Account Balance while still entitled to an additional allocation, the Cash-Out Distribution forfeiture \nprovisions do not apply until the Participant receives a distribution of the additional amounts to be allocated. \nTo modify the default Cash-Out Distribution forfeiture rules, complete this AA §8-7(a). \n The Cash-Out Distribution forfeiture provisions will apply if a Participant who has a Severance from Employment \ntakes a complete distribution, regardless of any additional allocations during the Plan Year. \n(b) Timing of forfeitures. A Participant who receives a Cash-Out Distribution (as defined in Section 7.09(a) of the BPD) is \ntreated as having an immediate forfeiture of such Participant’s nonvested Account Balance. \nTo modify the forfeiture timing rules, complete this AA §8-7(b). \n (1) A forfeiture will occur upon the completion of consecutive Breaks in Service (as defined in Section \n7.09(a)(1)(iv) of the BPD). \n (2)A forfeiture will occur immediately upon Severance from Employment. \n(c) Repayment of Cash-Out Distribution. Unless elected otherwise under this AA §8-7(c), if a Participant receives a Cash-\nOut Distribution that results in a forfeiture, and the Participant resumes employment covered under the Plan, such \nParticipant may repay to the Plan the amount received as a Cash-Out Distribution. \n If a Participant receives a Cash-Out Distribution that results in a forfeiture, and the Participant resumes \nemployment covered under the Plan, such Participant may NOT repay to the Plan the amount received as a Cash-\nOut Distribution and the provisions of Section 7.09(a)(2) do not apply. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 8 – Vesting and Forfeitures \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 36 \n8-8 SPECIAL RULE FOR FORFEITURE UPON DEATH OF A PARTICIPANT. Unless elected below, no vested benefits are \nforfeited upon the death of a Participant. \nTo modify this default forfeiture rule, check the box below. \n The Plan will forfeit benefits (including vested benefits) upon the death of a Participant. In no event may the Plan forfeit \nany amounts attributable to a Participant’s Salary Deferrals or After-Tax Employee Contributions under the Plan or if the \nPlan has commenced distributions prior to the Participant’s death. \nSECTION 9 \nDISTRIBUTION PROVISIONS – SEVERANCE FROM EMPLOYMENT \n9-1 AVAILABLE FORMS OF DISTRIBUTION. \nLump sum distribution. A Participant may take a distribution of such Participant’s entire vested Account Balance in a single \nlump sum upon Severance from Employment. The Plan Administrator may, in its discretion, permit Participants to take \ndistributions of less than their entire vested Account Balance provided, if the Plan Administrator permits multiple distributions, \nall Participants are allowed to take multiple distributions upon Severance from Employment. \n Additional distribution options. To provide for additional distribution options, check the applicable distribution forms under this \nAA §9-1. \n (a) Installment distributions. A Participant may take a distribution over a specified period not to exceed the life or life \nexpectancy of the Participant (and a designated beneficiary). \n (b) Partial lump sum. A Participant may take a distribution of less than the entire vested Account Balance upon Severance \nfrom Employment. \n Minimum distribution amount. A Participant may not take a partial lump sum distribution of less than $ \n (c) Annuity distributions. A Participant may elect to have the Plan Administrator use the Participant’s vested Account \nBalance to purchase an annuity as described in Section 8.01 of the BPD. \n (d) Installment distributions for RMD purposes only. \n (e) Partial lump sum for RMD purposes only. \n (f) Describe distribution options: \n[Note: Any additional distribution options may not be subject to the discretion of the Employer or Plan Administrator.] \n9-2 SPOUSAL CONSENT. Except as provided by State law, spousal consent is not required for a Participant to receive a \ndistribution, to name or change an alternate Beneficiary, or to obtain a Participant loan, unless designated otherwise under this \nAA §9-2. See Section 9.02 of the BPD for rules regarding spousal consent under the Plan. \nChoose all that apply: \n (a) Distribution consent. \n (1) A Participant’s Spouse must consent to any distribution to which a Participant must consent, as elected under \nAA §9-6(a). \n (2) A Participant’s Spouse must consent to a distribution if the Participant’s vested Account Balance exceeds: \n (i) $1,000 \n (ii) $5,000 \n (iii) $ (may insert any dollar amount) \n (b) Consent to Alternate Beneficiary/Alternate Beneficiary Changes. A Participant’s Spouse must consent to naming \nsomeone other than the Spouse as Beneficiary (or to change an alternate Beneficiary to which a spouse has previously \nconsented) under the Plan. \n(c) Consent to Participant Loans. The default loan policy under the Plan does not require spousal consent but allows the \nEmployer to elect a provision that requires spousal consent to Participant loans. If Participant’s Spouse must consent to a \nParticipant loan, please complete this election, below: \n Spousal consent is required for Participant loans. \n (d) Spousal consent rights determined under administrative policy. The Employer will establish spousal consent rights for \nthe Plan under a separate administrative policy. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 9 – Distribution Provisions – Severance from Employment \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 37 \n (e) Describe any special rules affecting spousal consent: \n[Note: Any special rules under subsection (e) must be definitely determinable. The availability of distributions is subject \nto the terms of the Investment Arrangement, as well as any applicable spousal consent requirements.] \n9-3 TIMING OF DISTRIBUTIONS UPON SEVERANCE FROM EMPLOYMENT. \n(a) Distribution of vested Account Balances exceeding $5,000. A Participant who has a Severance from Employment with \na vested Account Balance exceeding $5,000 (the default Involuntary Cash-Out Distribution threshold) may receive a \ndistribution of such Participant’s vested Account Balance in any form permitted under AA §9-1 within a reasonable period \nfollowing: \n (1) the date the Participant has a Severance from Employment. \n (2) the last day of the Plan Year during which the Participant has a Severance from Employment. \n (3) the first Valuation Date following the Participant’s Severance from Employment. \n (4) the completion of Breaks in Service. \n (5) the end of the calendar quarter following the date the Participant has a Severance from Employment. \n (6) attainment of Normal Retirement Age, death or becoming Disabled. \n (7) Describe: No involuntary cash outs are permitted. \n[Note: Employer may elect an amount other than $5,000 for the Involuntary Cash-Out Distribution threshold \nunder AA §9-6(a).] \n(b) Distribution of vested Account Balances not exceeding $5,000. A Participant who has a Severance from Employment \nwith a vested Account Balance that does not exceed $5,000 (the default Cash-Out Distribution threshold) may receive a \nlump sum distribution of such Participant’s vested Account Balance within a reasonable period following: \n (1) the date the Participant has a Severance from Employment. \n (2) the last day of the Plan Year during which the Participant has a Severance from Employment. \n (3) the first Valuation Date following the Participant’s Severance from Employment. \n (4) the end of the calendar quarter following the date the Participant has a Severance from Employment. \n (5) Describe: No involuntary cash outs are permitted. \n[Note: Employer may elect an amount other than $5,000 for the Involuntary Cash-Out Distribution threshold \nunder AA §9-6(a).] \n9-4 DISTRIBUTION UPON DISABILITY. Unless designated otherwise under this AA §9-4, a Participant who has a Severance \nfrom Employment on account of becoming Disabled may receive a distribution of such Participant’s vested Account Balance in \nthe same manner as a regular distribution upon Severance from Employment. \n (a) Immediate distribution. Distribution will be made as soon as reasonable following the date the Participant has a \nSeverance from Employment on account of becoming Disabled. \n (b) Following year. Distribution will be made as soon as reasonable following the last day of the Plan Year during which the \nParticipant has a Severance from Employment on account of becoming Disabled. \n (c) Describe: \n[Note: Any distribution event described in subsection (c) will apply uniformly to all Participants under the Plan and may \nnot be subject to the discretion of the Employer or Plan Administrator.] \n9-5 DETERMINATION OF BENEFICIARY. \n(a) Default beneficiaries. Under Section 8.07(c) of the BPD and subject to the terms of the Investment Arrangement, to the \nextent a Beneficiary has not been named by the Participant (subject to the spousal consent rules) and is not designated \nunder the terms of the Investment Arrangement(s) to receive all or any portion of the deceased Participant’s death benefit, \nsuch amount shall be distributed to the Participant’s surviving Spouse (if the Participant was married at the time of death) \nwho shall be considered the designated Beneficiary. If the Participant does not have a surviving Spouse at the time of \ndeath, distribution will be made to the Participant’s surviving children (including legally adopted children, but not \nincluding step-children), as designated Beneficiaries, in equal shares. If the Participant has no surviving children, \ndistribution will be made to the Participant’s estate. \n If this subsection (a) is checked, the default beneficiaries under Section 8.07(c) of the BPD are modified as \nfollows: \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 9 – Distribution Provisions – Severance from Employment \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 38 \n (1) The Plan adopts the default beneficiary rules under Section 8.07(c)(3) of the BPD, except, if the \nParticipant does not have a surviving Spouse at the time of death, distribution will be made to the \nParticipant’s children (including legally adopted children, but not including step-children), as designated \nBeneficiaries, per stirpes. \n (2) The Plan adopts the default beneficiary rules under Section 8.07(c)(3) of the BPD, except, if the \nParticipant does not have a surviving Spouse at the time of death, distribution will be made to the \nParticipant’s estate. \n (3) The Plan adopts the default beneficiary rules under Section 8.07(c)(3) of the BPD, except, if the \nParticipant does not have a surviving Spouse at the time of death, distribution will be made in the \nfollowing order of priority: (1) to the Participant’s children (including legally adopted children, but not \nincluding step-children), as designated Beneficiaries, per stirpes; (2) if there are no children, then to the \nParticipant’s surviving parents, per capita; and (3) if there are no surviving parents, to the Participant’s \nestate. \n (4) Describe other modifications to the default beneficiaries under Section 8.07(c)(3) of the BPD: \n[Note: The description of the modifications to the default beneficiaries must be sufficiently clear for the \nPlan Administrator to determine the beneficiaries and the method of distribution of the Participant’s \ndeath benefit, subject to any applicable State law.] \n(b) One-year marriage rule. For purposes of determining whether an individual is considered the surviving Spouse of the \nParticipant, the determination is based on the marital status as of the date of the Participant’s death, unless designated \notherwise under this subsection (b) or as otherwise provided in a QDRO. \n If this subsection (b) is checked, in order to be considered the surviving Spouse, the Participant and surviving \nSpouse must have been married for the entire one-year period ending on the date of the Participant’s death. If the \nParticipant and surviving Spouse are not married for at least one year as of the date of the Participant’s death, the \nSpouse will not be treated as the surviving Spouse for purposes of applying the death distribution provisions of the \nPlan. \n(c) Divorce of Spouse. Unless otherwise provided by State law or the terms of the Investment Arrangement or unless elected \notherwise under this subsection (c), if a Participant designates such Participant’s Spouse as Beneficiary and subsequent to \nsuch Beneficiary designation, the Participant and Spouse are divorced, the designation of the Spouse as Beneficiary under \nthe Plan is automatically rescinded as set forth under Section 8.07(c)(6) of the BPD. \n If this subsection (c) is checked, a Beneficiary designation will not be rescinded upon divorce of the Participant \nand Spouse. \n[Note: Section 8.07(c)(6) of the BPD and this subsection (c) will be subject to the provisions of a Beneficiary designation \nentered into by the Participant. Thus, if a Beneficiary designation specifically overrides the election under this subsection \n(c), the provisions of the Beneficiary designation will control. See Section 8.07(c)(6) of the BPD.] \n9-6 SPECIAL RULES. \n(a) Availability of Involuntary Cash-Out Distributions. A Participant who has a Severance from Employment with a \nvested Account Balance of $5,000 (or other amount as elected in this Adoption Agreement) or less will receive an \nInvoluntary Cash-Out Distribution, subject to the Automatic Rollover provisions under Section 8.05 of the BPD. \nAlternatively, an Involuntary Cash-Out Distribution will be made to the following Participants who have had a Severance \nfrom Employment: \n (1) No consent required for distributions. A Participant who has a Severance from Employment will receive an \nInvoluntary Cash-Out Distribution, regardless of value of such Participant’s vested Account Balance. No \nParticipant consent is required. \n (2) No Involuntary Cash-Out Distributions. The Plan does not provide for Involuntary Cash-Out Distributions. A \nParticipant who has a Severance from Employment must consent to any distribution from the Plan. (See Section \n14.02(b) of the BPD for special rules upon Plan termination.) \n (3) Different Involuntary Cash-Out Distribution threshold. A Participant who has a Severance from \nEmployment will receive an Involuntary Cash-Out Distribution only if the Participant’s vested Account Balance \nis less than or equal to: \n (i) $1,000 \n (ii) $ (may insert any dollar amount) \n(4) Treatment of Rollover Contributions. Unless elected otherwise under this subsection (4), Rollover \nContributions will be included in determining whether a Participant’s vested Account Balance exceeds the \nInvoluntary Cash-Out Distribution threshold. To exclude Rollover Contributions for purposes of determining \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 9 – Distribution Provisions – Severance from Employment \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 39 \nwhether a Participant’s vested Account Balance exceeds the Involuntary Cash-Out Distribution threshold, check \nbelow. \n In determining whether a Participant’s vested Account Balance exceeds the Involuntary Cash-Out \nthreshold, Rollover Contributions will be excluded. \n(b) Application of Automatic Rollover rules. The Automatic Rollover rules described in Section 8.05 of the BPD do not \napply to any Involuntary Cash-Out Distribution equal to or less than $1,000 (to the extent available under the Plan) and do \nnot apply to Participants who have attained the later of age 62 or Normal Retirement Age under the Plan. \nTo override this default provision, check this subsection (1) or (2). The Employer may also elect (3), if applicable. \n (1) The Automatic Rollover provisions under Section 8.05 of the BPD apply to all Involuntary Cash-Out \nDistributions (including those equal to or less than $1,000). \n (2) The Automatic Rollover provisions under Section 8.05 of the BPD do not apply to Involuntary Cash-Out \nDistributions equal to or less than $ (must be between $0 and $1,000). \n (3) The Automatic Rollover provisions under Section 8.05 of the BPD apply to Participants who have attained the \nlater of age 62 or Normal Retirement Age under the Plan. \n[Note: Rollover Contributions may not be disregarded for purposes of Automatic Rollover rules. For purposes of applying \nthe Automatic Rollover provisions, including the $1,000 threshold, a Participant’s Roth Deferral Account and the \nParticipant’s other Accounts are treated as held under separate plans.] \n(c) Distribution upon attainment of stated age. The Participant consent requirements under Section 8.03 of the BPD apply \nfor distributions occurring prior to attainment of the Participant’s required beginning date as defined in Code §401(a)(9). \nTo allow for involuntary distribution upon attainment of Normal Retirement Age (or age 62, if later), check below. \n Subject to the spousal consent requirements under Section 9.02 of the BPD, a distribution from the Plan may be \nmade to a Participant who has a Severance from Employment without the Participant’s consent, regardless of the \nvalue of such Participant’s vested Account Balance, upon attainment of Normal Retirement Age (or age 62, if \nlater). \n(d) In-kind distributions. Section 8.09(c) of the BPD allows the Plan Administrator to authorize an in-kind distribution of \nproperty to the extent the Plan holds such property. \nTo modify this default rule, check below. \n A Participant may not receive an in-kind distribution in the form of property, even if the Plan holds such property \non behalf of any Participant. \n(e) Modification of Severance from Employment definition. The Employer modifies the definition of Severance from \nEmployment, as defined in Section 1.92 of the BPD, as follows: \n (1) Severance from Employment does not occur if an Employee continues to be employed by any Related \nEmployer, regardless of whether the Related Employer is an Eligible Employer or the Employee is employed in \na capacity that is not employment with an Eligible Employer. \n (2) Describe modification of the definition of Severance from Employment: ____ \n[Note: Any modification of the definition of Severance from Employment may be no more expansive than allowed under \nTreas. Reg. §1.403(b)-2(b)(19).] \nSECTION 10 \nIN-SERVICE DISTRIBUTIONS \n10-1 AVAILABILITY OF IN-SERVICE DISTRIBUTIONS. A Participant may withdraw all or any portion of such Participant’s \nvested Account Balance, to the extent designated, upon the occurrence of any of the event(s) selected under this AA §10-1. If \nmore than one option is selected for a particular contribution type under this AA §10-1, a Participant may take an in-service \ndistribution upon the occurrence of any of the selected events, unless designated otherwise under this AA §10-1. \nDeferral Match ER \n \n \n(a) No in-service distributions are permitted. \n \n(b) Attainment of age 59½. \n \n(c) Attainment of age . [If age is earlier than 59½, such age is \ndeemed to be age 59½ for Salary Deferrals and for amounts held \nin a Custodial Account.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 10 – In-Service Distributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 40 \nDeferral Match ER \n \n \n(d) A Hardship (that satisfies the safe harbor rules under Section \n8.08(e)(1) of the BPD). [Note: Not applicable to amounts \nattributable to Matching Contributions and Employer \nContributions held in a Custodial Account.] \nUnless elected otherwise below, a Participant is not required to \nfirst obtain all nontaxable loans available under the Plan and all \nother plans maintained by the Employer as a condition for \nreceiving a Hardship distribution. \n Participants are required to first obtain all nontaxable loans \navailable under the Plan and all other plans maintained by \nthe Employer. \n \n(e) A non-safe harbor Hardship described in Section 8.08(e)(2) of the \nBPD. [Not applicable to amounts attributable to Matching \nContributions and Employer Contributions held in a Custodial \nAccount.] \n(1) Unless elected otherwise below, a Participant is not \nrequired to obtain all nontaxable loans available under the \nPlan and all other plans maintained by the Employer as a \ncondition for receiving a Hardship distribution. \n Participants are required to obtain all nontaxable \nloans available under the Plan and all other plans \nmaintained by the Employer. \n (2) In determining whether a Participant has an immediate \nand heavy financial need for purposes of applying the non-\nsafe harbor Hardship provisions under Section 8.08(e)(2) \nof the BPD, the following modifications are made to the \npermissible events listed under Section 8.08(e)(1) of the \nBPD: \n \n(f) Attainment of Normal Retirement Age. [If Normal Retirement \nAge is earlier than age 59½, such age is deemed to be age 59½ \nfor Salary Deferrals and for amounts held in a Custodial \nAccount.] \n (g) Attainment of Early Retirement Age. [If Early Retirement Age is \nearlier than age 59½, such age is deemed to be age 59½ for \nSalary Deferrals and for amounts held in a Custodial Account.] \n \n(h) Upon a Participant becoming Disabled. [The definition of \ndisability may be different depending on the contribution type, as \nelected in AA§2-8.] \n \nN/A N/A (i) As a Qualified Reservist Distribution as defined under Section \n8.08(d) of the BPD. \nN/A \n (j) Completion of Years of Service or months of service. \n[Not applicable with respect to amounts held in a Custodial \nAccount.] \n (k) A Qualified Birth or Adoption Distribution (QBAD). (See AA \n§10-3 for detailed elections relating to QBADs.) \n \n(l) Upon a deemed Severance from Employment as described in \nSection 8.02(b)(4) of the BPD when an individual is on active \nduty for a period of at least 30 days while performing service in \nthe Uniformed Services, as described under Section 15.06 of the \nBPD. \n (m) Upon attainment of age and years of participation. [If \nage is earlier than 59½, such age is deemed to be age 59½ for \nSalary Deferrals and for all amounts held in a Custodial \nAccount.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 10 – In-Service Distributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 41 \nDeferral Match ER \n \nN/A \n \n(n) The amounts being withdrawn have been held in the Plan for at \nleast two years. [Not applicable to amounts attributable to \nMatching Contributions and Employer Contributions held in a \nCustodial Account.] \n (o) Describe: All in service distributions for employer contributions \nfollow the same rules as salary deferrals. \n[Note: Unless designated otherwise under subsection (o), any selection(s) in the Deferral column also apply to Roth \nContributions. Distributions from a Participant’s Salary Deferral Account may not be made before the earliest of the time a \nParticipant has a Severance from Employment, dies, has a Hardship, becomes Disabled or attains age 59½. Distributions from a \nParticipant’s Custodial Account may not be made before the earliest of the time a Participant has a Severance from Employment, \ndies, becomes Disabled or attains age 59½. Elections under the ER column also apply to Mandatory Contributions, unless \notherwise provided in subsection (o). Any event described in subsection (o) may not violate the permissible distribution events \nunder the Plan.] \n10-2 APPLICATION TO OTHER CONTRIBUTION TYPES. If the Plan allows for Rollover Contributions under AA §C-2 or \nAfter-Tax Employee Contributions under AA §6C, unless elected otherwise under this AA §10-2, a Participant may take an in-\nservice distribution from such Participant’s Rollover Account and After-Tax Employee Contribution Account at any time. \nAlternatively, if this AA §10-2 is completed, the following in-service distribution provisions apply for Rollover Contributions \nand/or After-Tax Employee Contributions: \nRollover After-Tax \n \n \n(a) No in-service distributions are permitted. \n \n(b) Attainment of age 59½. \n \n(c) Attainment of age . \n \n(d) A Hardship (that satisfies the safe harbor rules under Section 8.08(e)(1) of the \nBPD). \nUnless elected otherwise below, a Participant is not required to first obtain all \nnontaxable loans available under the Plan and all other plans maintained by the \nEmployer as a condition for receiving a Hardship distribution. \n Participants are required to first obtain all nontaxable loans available \nunder the Plan and all other plans maintained by the Employer. \n \n(e) A non-safe harbor Hardship described in Section 8.08(e)(2) of the BPD. \n(1) Unless elected otherwise below, a Participant is not required to obtain all \nnontaxable loans available under the Plan and all other plans maintained by \nthe Employer as a condition for receiving a Hardship distribution. \n Participants are required to obtain all nontaxable loans available under \nthe Plan and all other plans maintained by the Employer. \n (2) In determining whether a Participant has an immediate and heavy financial \nneed for purposes of applying the non-safe harbor Hardship provisions \nunder Section 8.08(e)(2) of the BPD, the following modifications are made \nto the permissible events listed under Section 8.08(e)(1) of the BPD: \n \n \n(f) Attainment of Normal Retirement Age. \n \n(g) Attainment of Early Retirement Age. \n \n(h) Upon a Participant becoming Disabled. \n \n(i) As a Qualified Reservist Distribution as defined under Section 8.08(d) of the BPD. \n \n(j) Completion of Years of Service or months of service. \n \n(k) A Qualified Birth or Adoption Distribution (QBAD). (See AA §10-3 for detailed \nelections relating to QBADs.) \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 10 – In-Service Distributions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 42 \nRollover After-Tax \n \n \n(l) Upon a deemed Severance from Employment when an individual is on active duty \nfor a period of at least 30 days while performing service in the Uniformed \nServices, as described under Section 15.06 of the BPD. \n (m) Upon attainment of age and years of participation. [If age is earlier than \n59½, such age is deemed to be age 59½ for Salary Deferrals and for all amounts \nheld in a Custodial Account.] \nN/A \n \n(n) The amounts being withdrawn have been held in the Plan for at least two years. \n[Not applicable to amounts attributable to Matching Contributions and Employer \nContributions held in a Custodial Account.] \n \n(o) Describe: \n[Note: Any event described in subsection (o) may not violate the permissible \ndistribution events under the Plan.] \n \n10-3 SPECIAL DISTRIBUTION RULES. No special distribution rules apply, unless specifically provided under this AA §10-3. \n (a) In-service distributions will only be permitted if the Participant is 100% vested in the source from which the withdrawal \nis taken. [Select (1) or (2) below, if applicable. If (1) or (2) is not elected, the 100% vested requirement applies to all in-\nservice distributions.] \n (1) The 100% vested requirement only applies to Hardship distributions. [If not elected, the 100% vested \nrequirement applies to all in-service distributions.] \n (2) The 100% vested requirement applies to all in-service distributions other than Hardship distributions. \n (b) A Participant may take no more than in-service distribution(s) in a Plan Year. \n (c) A Participant may not take an in-service distribution of less than $ . \n (d) A Participant may not take an in-service distribution of more than $ . \n (e) Unless elected otherwise under this subsection (e), the Hardship distribution provisions of the Plan are not expanded to \ncover primary beneficiaries as set forth in Section 8.08(e)(6) of the BPD. If this subsection (e) is checked, the Hardship \nprovisions of the Plan will apply with respect to individuals named as primary beneficiaries under the Plan. \n (f) A Participant may not take an in-service distribution from a Roth Deferral Account. \n (g) The following are not available to Participants who have had a Severance from Employment: \n (1) Qualified Birth or Adoption Distributions (QBADs). \n (2) Hardship distributions. \n (h) Other distribution rules: \n[Note: This subsection (h) may be used to apply the limitations under this AA §10-3 only to specific in-service \ndistribution options (e.g., hardship distributions).] \nSECTION 11 \nMISCELLANEOUS PROVISIONS \n11-1 PLAN VALUATION. The Plan is valued annually, as of the last day of the Plan Year. \n (a) Additional valuation dates (optional). In addition, for each contribution type selected below the Account will be \nvalued on the following dates: \nDeferralMatchER \n \n \n(1) Daily. (i.e., the end of each business day during which the New York Stock \nExchange is open.) \n \n(2) Monthly. (i.e., the end of each month of the Plan Year.) \n \n(3) Quarterly. (i.e., the end of each Plan Year quarter.) \n \n(4) Describe: \n[Note: The Employer may elect operationally to perform interim valuations.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 11 – Miscellaneous Provisions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 43 \n (b) Special rules. The following special rules apply in determining the amount of income or loss allocated to Participants’ \nAccounts, including describing rules for different investment options: \n11-2 SPECIAL RULES FOR APPLYING THE CODE §415 LIMITATION. The provisions under Section 5.03 of the BPD apply \nfor purposes of determining the Code §415 Limitation. \nComplete this AA §11-2 to override the default provisions that apply in determining the Code §415 Limitation under Section 5.03 \nof the BPD. \n (a) Limitation Year. Instead of the Plan Year, the Limitation Year is the 12-month period ending . \n[Note: If the Plan has a short Plan Year for the first year of establishment, the Limitation Year is deemed to be the 12-\nmonth period ending on the last day of the short Plan Year.] \n (b) Special rules: \n[Note: Any special rules under this subsection (b) must be consistent with the requirements of Code §415.] \n11-3 SPECIAL RULES FOR MORE THAN ONE PLAN. If the Employer maintains another plan in which any Participant is a \nparticipant, the rules set forth under Section 5.03(e) of the BPD apply. \nTo modify the default provisions under Section 5.03(e) of the BPD, designate how such rules will apply. \n Instead of applying the default rules under Section 5.03(e) of the BPD, the Employer will limit Annual Additions in the \nfollowing manner: \n11-4 DELEGATION OF ADMINISTRATIVE FUNCTIONS. Generally, the Employer, as Plan Administrator, has responsibility to \nadminister the Plan. These responsibilities include compliance with Code §403(b) and other tax requirements. However, under \nAA Addendum A, the Employer may delegate such responsibilities to a third party, including a provider of an Annuity Contract \nor Custodial Account, provided such third party agrees to such delegation of responsibilities. An Employer may not allocate \nadministrative responsibilities to Plan Participants. \n11-5 ELECTION NOT TO PARTICIPATE (See Section 2.08 of the BPD). Unless otherwise elected below, all Participants share in \nany allocation under this Plan and no Employee may waive out of Plan participation. \nTo allow Employees to waive participation under the Plan, check below. \n An Employee may make a one-time irrevocable election not to participate under the Plan at any time prior to the time the \nEmployee first becomes eligible to participate under the Plan. \n11-6 SPECIAL RULES FOR MULTIPLE EMPLOYER PLANS. If the Plan is a Multiple Employer Plan (as designated under AA \n§2-6), the rules applicable to Multiple Employer Plans under Section 16.07 of the BPD apply. \n The following special rules apply with respect to Multiple Employer Plans: \n[Note: Any special rules must satisfy the rules applicable to Multiple Employer Plans under Code §413(c).] \n11-7 CLAIMS PROCEDURES. The Plan Administrator shall establish and maintain reasonable claims procedures as described in \nSection 11.08 of the BPD. Special rules may be described below. \n The following special rules apply with respect to claims procedures under Section 11.08 of the BPD: \n11-8 SPECIAL RULES APPLICABLE TO PLAN MERGERS AND SPINOFFS. \n Describe: \n11-9 CONTRACT EXCHANGES AND PLAN-TO-PLAN TRANSFERS. Unless otherwise indicated below and subject to the \napproval of the Plan Administrator and the terms of any governing Investment Arrangement, the Plan authorizes the Participant \nand Beneficiaries to make contract exchanges and plan-to-plan transfers both into and out of the Plan. Contract exchanges and \nplan-to-plan transfers may only be made to those Investment Arrangements currently accepting contributions under the Plan. \n (a) Contract exchanges. The Plan does not authorize contract exchanges as described in Section 14.04 of the BPD: \n (1) into the Plan. \n (2) out of the Plan. \n (b) Plan-to-plan transfers. The Plan does not authorize plan-to-plan transfers as described in Section 14.05 of the BPD: \n (1) into the Plan. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Section 11 – Miscellaneous Provisions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page 44 \n (2) out of the Plan. \n (c) Describe special rules applicable to contract exchanges and plan-to-plan transfers: \n11-10 SPECIAL MILITARY SERVICE PROVISIONS -- BENEFIT ACCRUALS. Unless otherwise indicated below, an individual \nwho dies or becomes disabled in qualified military service will NOT be treated as reemployed for purposes of determining \nentitlement to benefits under the Plan. (See Section 15.06 of the BPD.) \n Eligibility for Plan benefits. Check this box if the Plan will treat an individual who dies or becomes disabled in qualified \nmilitary service as reemployed for purposes of determining entitlement to benefits under the Plan. \n11-11 PROTECTED BENEFITS. There are no protected benefits (as defined in Code §411(d)(6)) other than those described in the \nPlan. \nTo designate protected benefits other than those described in the Plan, complete this AA §11-11. \n (a) Additional protected benefits. In addition to the protected benefits described in this Plan, certain other protected \nbenefits are protected from a prior plan document, as described below: \n (b)Elimination of distribution options. Effective , the distribution options described in subsection (1) below are \neliminated. \n (1)Describe eliminated distribution options: \n (2)Application to existing Account Balances. The elimination of the distribution options described in \nsubsection (1) applies to: \n (i)All benefits under the Plan, including existing Account Balances. \n (ii)Only benefits accrued after the effective date of the elimination (as described above). \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Appendix A – Special Effective Dates \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001Page A-1 \nAPPENDIX A \nSPECIAL EFFECTIVE DATES \n[Note: This Appendix A may be used to memorialize prior Plan provisions that pertain to sources that no longer accept new \ncontributions under the Plan.] \n A-1 Eligible Employees. The definition of Eligible Employee under AA §3 is effective as follows: \n \n A-2 Minimum age and service conditions. The minimum age and service conditions and Entry Date provisions specified in AA \n§4 are effective as follows: \n \n A-3 Compensation definitions. The compensation definitions under AA §5 are effective as follows: \n \n A-4 Employer Contributions. The Employer Contribution provisions under AA §6 are effective as follows: \n \n A-5 Salary Deferrals. The provisions regarding Salary Deferrals under AA §6A are effective as follows: \n \n A-6 Matching Contributions. The Matching Contribution provisions under AA §6B are effective as follows: \n \n A-7 Special Contributions. The Special Contribution provisions under AA §6C are effective as follows: \n \n A-8 Retirement ages. The retirement age provisions under AA §7 are effective as follows: \n \n A-9 Vesting and forfeiture rules. The rules regarding vesting and forfeitures under AA §8 are effective as follows: \n \n A-10 Distribution provisions. The distribution provisions under AA §9 are effective as follows: \n \n A-11 In-service distributions. The provisions regarding in-service distributions under AA §10 are effective as follows: \n \n A-12 Miscellaneous provisions. The provisions under AA §11 are effective as follows: \n \n A-13 Special effective date provisions for merged plans. If any 403(b) or other plans have been merged into this Plan, the \nprovisions of Section 14.03 of the BPD apply as follows: \n \n A-14 Other special effective dates: \n \n A-15 Special effective dates for restated pre-approved plans: The IRS allows the use of separate effective dates to memorialize \nplan operational changes that have occurred after the general effective date of the Plan and the actual Plan restatement \nadoption date. Adopting employers may use the above Special Effective Date options (A-1 through A-14) to memorialize \nthese changes or they may use this A-15. If the adopting employer uses A-15, the changes will be part of the Plan, but will \nnot be reflected in the SPD or plan summary: \n \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Appendix B – Loan Policy \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page B-1 \nAPPENDIX B \nLOAN POLICY \nUse this Appendix B to identify elections dealing with the administration of Participant loans. These elections may be changed without \namending this Adoption Agreement by substituting an updated Appendix B with new elections. Any modifications to this Appendix B or \nany modifications to a separate loan policy describing the loan provisions selected under the Plan will not affect an Employer's reliance \non the Favorable IRS Letter. Irrespective of the elections made under this Appendix B, the Employer may permit under separate \nadministrative procedures Participant loans consistent with any federally-declared disaster relief legislation or guidance. \nB-1 Are PARTICIPANT LOANS permitted? (See Section 13 of the BPD.) \n (a) Yes \n (b) No \nB-2 LOAN PROCEDURES. [Note: Loan procedures and requirements are subject to the terms of any governing Investment \nArrangement.] \n (a) Loans will be provided under the default loan procedures set forth in Section 13 of the BPD, unless modified under this \nAppendix B and subject to the terms of any governing Investment Arrangement. \n (b) Loans will be provided under a separate written loan policy. [If this subsection (b) is checked, do not complete the rest \nof this Appendix B.] \nB-3 AVAILABILITY OF LOANS. Under Section 13.02 of the BPD’s default loan policy, subject to the terms of any Investment \nArrangement, loans are available to all Participants on a reasonable equivalent basis as determined by the Plan Administrator. To \noverride this default provision, complete this AA §B-3. \n (a) A former Employee or Beneficiary (including an Alternate Payee) who has a vested Account Balance may request a \nloan from the Plan. \n (b) A “limited participant”, as described under Section 4.01 of the BPD, may not request a loan from the Plan. \n (c) An officer or director of the Employer may not request a loan from the Plan. \n (d) Describe limitations on receiving loans under the Plan: \nB-4 LOAN LIMITS. Subject to the terms of any Investment Arrangement, the default loan policy under Section 13.03 of the BPD \nallows Participants to take a loan provided all outstanding loans do not exceed 50% of the Participant’s vested Account Balance. \nTo override the default loan policy and allow loans on the Participant’s total vested Account Balance up to $10,000, even if \ngreater than 50% of the Participant’s vested Account Balance, check this AA §B-4. \n A Participant may take a loan of the Participant’s total vested Account Balance up to $10,000, even if greater than 50% of \nthe Participant's vested Account Balance. \n[Note: If this AA §B-4 is checked, the Participant may be required to provide adequate security as required under Section \n13.06 of the BPD.] \nB-5 NUMBER OF LOANS. Subject to the terms of any Investment Arrangement, the default loan policy under Section 13.04 of the \nBPD restricts Participants to one loan outstanding at any time. To override the default loan policy and permit Participants to have \nmore than one loan outstanding at any time, complete (a) or (b) below. \n (a) A Participant may have loans outstanding at any time, subject to any internal administrative limitations imposed by \nthe Investment Arrangement, the service provider or platform. \n (b) There are no restrictions on the number of loans a Participant may have outstanding at any time. \nB-6 LOAN AMOUNT. The default loan policy under Section 13.04 of the BPD provides that a Participant may not receive a loan of \nless than $1,000. To modify the minimum loan amount or to add a maximum loan amount, complete this AA §B-6. \n (a) There is no minimum loan amount. \n (b) The minimum loan amount is $ . \n (c) The maximum loan amount is $50,000 (no greater than $50,000). \n (d) The maximum loan amount is % (no greater than 50%) of the Participant’s vested Account Balance, except as \npermitted under B-4 of this Appendix B. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Appendix B – Loan Policy \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page B-2 \nB-7 INTEREST RATE. The default loan policy under Section 13.05 of the BPD provides for an interest rate commensurate with the \ninterest rates charged by local commercial banks for similar loans. To override the default loan policy and provide a specific \ninterest rate to be charged on Participant loans, complete this AA §B-7. \n (a) The prime interest rate plus 2 percentage point(s). \n (b) The interest rate is determined in accordance with the terms of the Investment Arrangement, service provider \nprocedures, or other loan policy document adopted by the Plan Administrator. \n (c) Describe: \n[Note: Any interest rate described in this AA §B-7 must be reasonable and must apply uniformly to all Participants.] \nB-8 PURPOSE OF LOAN. The default loan policy under Section 13.02 of the BPD provides that a Participant may receive a \nParticipant loan for any purpose. To modify the default loan policy to restrict the availability of Participant loans to hardship \nevents, check this AA §B-8. \n (a) A Participant may only receive a Participant loan upon the demonstration of a hardship event, as described in Section \n8.08(e)(1) of the BPD. \n (b) A Participant may only receive a Participant loan under the following circumstances: \nB-9 APPLICATION OF LOAN LIMITS. The default loan policy under Sections 13.03 and 13.06 of the BPD provides that a \nparticipant’s entire Account will be taken into account in applying the loan limitation and adequate security requirement. To \noverride this provision if Participant loans are not available from all contribution types, complete this AA §B-9. \n The loan limits and adequate security requirements will be applied by taking into account only those contribution \nAccounts which are available for Participant loans. \nB-10 CURE PERIOD. The default loan policy under Section 13.10 of the BPD provides that a Participant incurs a loan default if a \nParticipant does not repay a missed payment by the end of the calendar quarter following the calendar quarter in which the missed \npayment was due. To override this default provision to apply a shorter cure period, complete this AA §B-10. \n (a) The cure period for determining when a Participant loan is treated as in default will be days (cannot exceed 90) \nfollowing the end of the month in which the loan payment is missed. \n (b) The cure period for determining when a loan is treated as in default will be days (cannot exceed 90) following \nthe first missed loan payment. \nB-11 PERIODIC REPAYMENT – PRINCIPAL RESIDENCE. The default loan policy under Section 13.07 of the BPD provides \nthat if a Participant loan is for the purchase of a Participant’s principal residence, the 5-year repayment period can be extended for \na reasonable period commensurate with the repayment period permitted by commercial lenders for similar loans. To override this \nprovision, complete this AA §B-11. \n (a) The Plan does not permit loan payments to exceed five (5) years, even for the purchase of a principal residence. \n (b) The loan repayment period for the purchase of a principal residence may not exceed years (may not exceed 30), \nsubject to any internal limitations imposed by the Investment Arrangement(s) or the service provider or platform. \n (c) Loans for the purchase of a Participant’s principal residence may be payable over any reasonable period commensurate \nwith the repayment period permitted by commercial lenders for similar loans, subject to any internal limitations \nimposed by the Investment Arrangement(s) or the service provider or platform. \nB-12 SEVERANCE FROM EMPLOYMENT. The default loan policy under Section 13.11 of the BPD provides that a Participant \nloan becomes due and payable in full upon the Participant’s Severance from Employment. To override this default provision, \ncomplete this AA §B-12. \n A Participant loan will not become due and payable in full upon the Participant’s Severance from Employment. \nB-13 DIRECT ROLLOVER OF A LOAN NOTE. The default loan policy under Section 13.11(b) of the BPD provides that upon \nSeverance from Employment a Participant may request the Direct Rollover of a loan note provided the Participant has not \nalready had a deemed distribution with respect to the note. To override this default provision, complete this AA §B-13. \n A Participant may not request the Direct Rollover of the loan note upon Severance from Employment. \nB-14 LOAN RENEGOTIATION. The default loan policy under Section 13.11(c) of the BPD provides that a Participant may \nrenegotiate a loan, provided the renegotiated loan separately satisfies the reasonable interest rate requirement, the adequate \nsecurity requirement, the periodic repayment requirement, and the loan limitations under the Plan. The Employer may restrict the \navailability of renegotiations to prescribed purposes provided the ability to renegotiate a Participant loan is available on a non-\nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Appendix B – Loan Policy \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page B-3 \ndiscriminatory basis. To override the default loan policy and restrict the ability of a Participant to renegotiate a loan, complete this \nAA §B-14. \n (a) A Participant may not renegotiate the terms of a loan. \n (b) The following special provisions apply with respect to renegotiated loans: \nB-15 SOURCE OF LOAN. The default loan policy under Section 13.09 of the BPD provides that Participant loans may be made from \nall available contribution types, to the extent vested. To override this provision, complete one of the sections below. \n (a) Participant loans will not be available from the following contribution types: \n (b) Participant loans will only be available from the following contribution types: \nB-16 MODIFICATIONS TO DEFAULT LOAN PROVISIONS. \n The following special rules will apply with respect to Participant loans under the Plan: \n[Note: Any provision under this AA §B-16 must satisfy the requirements under Code §72(p) and the regulations thereunder and \nwill control over any inconsistent provisions of the Plan dealing with the administration of Participant loans.] \nB-17 SPOUSAL CONSENT. The default loan policy under the Plan does not require spousal consent but allows the Employer to elect \na provision that requires spousal consent to participant loans. To override this provision as permitted by Section 13.08 of the \nBPD, complete the applicable election in AA §9-2. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Appendix C – Administrative Elections \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page C-1 \nAPPENDIX C \nADMINISTRATIVE ELECTIONS \nUse this Appendix C to identify certain elections dealing with the administration of the Plan. These elections may be changed without \namending this Adoption Agreement by substituting an updated Appendix C with new elections. The provisions selected under this \nAppendix C do not create qualification issues and any changes to the provisions under this Appendix C will not affect the Employer's \nreliance on the Favorable IRS Letter. Instead of completing this Appendix C, the Employer may develop separate administrative \nprocedures to address directions of investment, Rollover Contributions and/or QDRO procedures. \nC-1 DIRECTION OF INVESTMENTS. Under Section 10.10 of the BPD, each Participant, Beneficiary or Alternate Payee (under a \nQDRO) shall have the exclusive right to direct the investment of all of their entire account. To override this provision, complete \nthis AA § C-1. \n (a) Participants, Beneficiaries and Alternate Payees may not direct investments. \n (b) Participants, Beneficiaries and Alternate Payees may direct investments subject to the following restrictions: \n (1) Only for Accounts that are 100% vested. \n (2) Specify Accounts: \n (3) Describe any special rules that apply for purposes of direction of investments: \n[Note: This subsection (3) may be used to describe special investment provisions for specific types of \ninvestments or for specific Accounts, such as the Rollover Contribution Account.] \nC-2 ROLLOVER CONTRIBUTIONS. Does the Plan accept Rollover Contributions? (See Section 4 of the BPD.) \n (a) No \n (b) Yes \n (1) If this subsection (1) is checked, an Eligible Employee may make a Rollover Contribution to the Plan prior to \nbecoming a Participant in the Plan. (See Section 4 of the BPD.) \n (2) Check this subsection (2) if the Plan will accept Rollover Contributions from former Eligible Employees with an \nAccount Balance under the Plan. \n (3) Describe any special rules for accepting Rollover Contributions: \n[Note: The Employer may designate in subsection (3) or in separate written procedures the extent to which it will accept rollovers \nfrom designated plan types. For example, the Employer may decide not to accept rollovers from certain designated plans (e.g., \n403(b) plans, §457 plans or IRAs). Any special rollover procedures will apply uniformly to all Participants under the Plan.] \nC-3 QDRO PROCEDURES. Although the requirements of Code §414(p) do not apply to the Plan, the Employer may elect to apply \nthe procedures set forth under Section 11.07 of the BPD (which are patterned after the rules under Code §414(p)) by electing \nsubsection (a) below or may elect not to apply the procedures set forth under Section 11.07 of the BPD and instead, describe the \nPlan’s procedures for addressing domestic relations orders below or in separate administrative procedures. \n (a) The Employer elects to have the requirements of Section 11.07 of the BPD apply to its Plan. \n (b) The requirements of Section 11.07 of the BPD do not apply to the Plan. The procedures for addressing the receipt of \ndomestic relations orders are either set forth below or in separate administrative procedures. \nDescribe domestic relations procedures: \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Employer Signature Page \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page ER-1 \n EMPLOYER SIGNATURE PAGE \nPURPOSE OF EXECUTION. This Signature Page is being executed to effect: \n (a) The adoption of a new plan, effective \n [Note: Date can be no earlier than the first day of the Plan Year in which the Plan is adopted.] \n (b) The restatement of an existing plan in order to comply with the requirements for Cycle 2 Pre-Approved 403(b) Plans, pursuant \nto Rev. Proc. 2021-37. \n(1) Effective date of restatement: January 1, 2026 \n [Note: Date can be no earlier than the first day of the Plan Year in which the restatement is adopted.] \n(2) Name of plan(s) being restated: Kenai Peninsula Borough School Dist. \n(3) The original effective date of the plan(s) being restated: January 1, 2009 \n (c) An amendment or restatement of the Plan (other than to comply with the requirements for Cycle 2 Pre-Approved 403(b) \nPlans under Rev. Proc. 2021-37). If this Plan is being amended, a snap-on amendment may be used to designate the \nmodifications to the Plan or the updated pages of the Adoption Agreement may be substituted for the original pages in the \nAdoption Agreement. All prior Employer Signature Pages should be retained as part of this Adoption Agreement. \n(1) Effective Date(s) of amendment/restatement: \n[Note: Date can be no earlier than the first day of the Plan Year in which the Plan is adopted.] \n(2) Name of plan being amended/restated: \n(3) The original effective date of the plan being amended/restated: \n(4) If Plan is being amended, identify the Adoption Agreement section(s) being amended: \n \nPRE-APPROVED PLAN PROVIDER INFORMATION. The Pre-Approved Plan Provider (or authorized representative) will inform \nthe Employer of any amendments made to the Plan and will notify the Employer if it discontinues or abandons the Plan. To be eligible to \nreceive such notification, the Employer agrees to notify the Pre-Approved Plan Provider (or authorized representative) of any change in \naddress. The Employer may direct inquiries regarding the Plan or the effect of the Favorable IRS Letter to the Pre-Approved Plan \nProvider (or authorized representative) at the following location: \nName of Pre-Approved Plan Provider (or authorized representative): U.S. Omni & TSACG Compliance Services, Inc. \nAddress: 220 Alexander Street, Suite 400, Rochester, New York 14607 \nTelephone number: 850-244-7306 \n \nIMPORTANT INFORMATION ABOUT THIS PRE-APPROVED PLAN. A failure to properly complete the elections in this \nAdoption Agreement or to operate the Plan in accordance with applicable law may result in disqualification of the Plan. Except to the \nextent provided in Rev. Proc. 2021-37, an Adopting Employer may rely on a currently valid Favorable IRS Letter as evidence that the \nplan satisfies the Code § 403(b) Requirements if: (1) the Adopting Employer’s Plan is identical to this Nonstandardized Code §403(b) \nPre-Approved Plan and (2) the adopting Employer has not amended this Nonstandardized Code §403(b) Pre-Approved Plan other than by \nchoosing options provided in the Adoption Agreement or making amendments that are described in §9.03 of Rev. Proc. 2021-37 (relating \nto Employer amendments that will not affect reliance). The adopting Employer may not rely on the Favorable IRS Letter in certain other \ncircumstances, which are specified in the Favorable IRS Letter issued with respect to the Plan, or in Rev. Proc. 2021-37. In order to \nobtain reliance in such circumstances or with respect to certain other Code §403(b) requirements, the Employer may need to apply to the \nInternal Revenue Service for a determination letter. \n \nBy executing this Adoption Agreement, the Employer intends to adopt the provisions as set forth in this Adoption Agreement and the \nrelated Plan document. By signing this Adoption Agreement, the individual below represents that such individual has the authority to \nexecute this Plan document on behalf of the Employer. This Adoption Agreement may only be used in conjunction with Basic Plan \nDocument #12. The Employer understands that the Pre-Approved Plan Provider has no responsibility or liability regarding the suitability \nof the Plan for the Employer’s needs or the options elected under this Adoption Agreement. It is recommended that the Employer consult \nwith legal counsel before executing this Adoption Agreement. \n \nKenai Peninsula Borough School Dist. \n(Name of Employer) \n \n \n(Name of authorized representative) (Title) \n \n{{Sig_es_:signer1:signature}} {{Dte_es_:signer1:date:align(right)}} \n \n(Signature – Electronically signed) (Date) \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Addendum A – Allocation of Administrative Functions \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page Addendum A-1 \nADDENDUM A \nALLOCATION OF ADMINISTRATIVE FUNCTIONS \nThis Addendum A identifies any party to whom administrative functions have been allocated and the specific functions allocated to such \npersons, effective December 15, 2025. \nService agreements and other records or information pertaining to the administration of the Plan may be included or incorporated by \nreference in the Addendum. The Addendum may be modified from time to time. A modification of the Addendum is not an amendment \nof the Plan. \n \n Administrative functions are specified in a separate service agreement. \n \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Addendum B – Vendors of Investment Arrangements \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page Addendum B-1 \nADDENDUM B \nVENDORS OF INVESTMENT ARRANGEMENTS \nThis Addendum B lists the Vendors of Investment Arrangements approved for use under the Plan, effective January 1, 2026. \nThe Addendum must include sufficient information to identify the approved Investment Arrangements. The terms governing each \nInvestment Arrangement under the Plan, excluding those terms that are inconsistent with the Plan or Code §403(b), are hereby \nincorporated by reference in the Plan. The Addendum may be modified from time to time. A modification of the Addendum is not an \namendment of the Plan. \n \n \nName of Vendor Type of Investment Arrangement (e.g., \nannuity contract, custodial account, etc.) \nActive/Inactive \nAmerican Century Services LLC annuity contract and/or custodial account Active \nAmerican Fidelity Assurance Co. annuity contract and/or custodial account Active \nAspire Financial Services annuity contract and/or custodial account Active \nFidelity Management Trust annuity contract and/or custodial account Active \nFiduciary Trust Co. of New Hampshire annuity contract and/or custodial account Active \nGWN/Employee Deposit Acct annuity contract and/or custodial account Active \nHorace Mann Life Ins. Co. annuity contract and/or custodial account Active \nLincoln National annuity contract and/or custodial account Active \nNY Life Ins. & Annuity Corp. annuity contract and/or custodial account Active \nPrimerica Financial Services annuity contract and/or custodial account Active \nROTH - American Fidelity Assurance \nCo. \nannuity contract and/or custodial account Active \nROTH - Aspire annuity contract and/or custodial account Active \nROTH - Fidelity Management Trust annuity contract and/or custodial account Active \nROTH - GWN/Employee Deposit Acct annuity contract and/or custodial account Active \nROTH - Horace Mann Life Ins. Co. annuity contract and/or custodial account Active \nROTH - Primerica Financial Services annuity contract and/or custodial account Active \nROTH - Security Benefit annuity contract and/or custodial account Active \nROTH - The Legend Group, A Lincoln \nInvestment Company \nannuity contract and/or custodial account Active \nROTH - Voya Financial (Reliastar) annuity contract and/or custodial account Active \nSecurity Benefit annuity contract and/or custodial account Active \nSymetra Life Insurance Company annuity contract and/or custodial account Active \nThe Legend Group, A Lincoln \nInvestment Company \nannuity contract and/or custodial account Active \nThrivent Financial for Lutherans annuity contract and/or custodial account Active \nVoya Financial (Reliastar) annuity contract and/or custodial account Active \n \n \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-1 \n \n \nSECURE 2.0 ACT INTERIM AMENDMENT \nELECTIVE PROVISIONS \n \nThese Elective Provisions provide for elections related to the SECURE 2.0 Act Interim Amendment. All provisions and elections made \nbelow are your document Provider’s defaults. Application of the SECURE 2.0 Act Interim Amendment and the Elective Provisions \nmay depend on the Investment Arrangement(s) associated with the Plan. \nELECTIVE PROVISIONS RELATING TO EMPLOYER CONTRIBUTIONS \nS2-1. OPTIONAL TREATMENT OF EMPLOYER CONTRIBUTIONS AS DESIGNATED ROTH NONELECTIVE \nCONTRIBUTIONS. (S2IA §3.01) \n (a) A Participant may not elect to treat a nonforfeitable Employer Contribution made on behalf of such Participant as a \nDesignated Roth Nonelective Contribution. \n (b) Effective (insert date on or after December 30, 2022), a Participant MAY elect to treat a nonforfeitable Employer \nContribution made on behalf of such Participant as a Designated Roth Nonelective Contribution. \n (c) Describe special any special rules relating to the optional treatment of nonforfeitable Employer Contributions as a \nDesignated Roth Nonelective Contribution: Special rules relating to the optional treatment of nonforfeitable Employer \nContributions as a Designated Roth Nonelective Contribution are set forth in the applicable agreement between the \nemployer and the employee and/or in an employer administrative/board policy. \nELECTIVE PROVISIONS RELATING TO SALARY DEFERRALS \nS2-2. MANDATORY AUTOMATIC ENROLLMENT. (S2IA §4.01) \n[Note: The mandatory automatic enrollment requirements do not apply to the Pre-Approved Retirement Income Account (RIA) \n403(b) Plan (#09-001), the Church 403(b) Plan (#11-001) or the Public School/Dual Status 403(b) Plan (#12-001). The \nmandatory automatic enrollment requirements also do not apply to the Pre-Approved 403(b) Plan for 501(c)(3) Organizations \nand Electing Churches (#08-001) or the Salary Reduction Only 403(b) Plan (#10-001), if such Plan is exempted from the \nrequirements under Code §414A, including a Plan maintained by an Employer that normally employs 10 or fewer Employees, a \nPlan maintained by an Employer that has been in existence for less than 3 years, or a Plan established before December 29, \n2022. (See S2IA §4.01(e).)] \n (a) The Plan is exempt from the mandatory automatic enrollment requirements. [Note: Designation under this S2-\n2(a) as to whether and why the Plan is exempt from the automatic enrollment requirements is optional. The exemption \nmay be determined administratively.] \nThe Plan is exempt from the mandatory automatic enrollment requirements because: \n (1) The Plan was established before December 29, 2022. \n (2) The Plan is maintained by an Employer that normally employs 10 or fewer Employees. \n (3) The Plan is maintained by an Employer that has been in existence for less than 3 years. \n (4) The Plan is a governmental plan (within the meaning of Code §414(d). \n (5) The Plan is a church plan (within the meaning of Code §414(e). \n[Note: If the Plan is exempt from the mandatory automatic enrollment requirements, do not complete the elective provisions \nunder (b) – (f) below. Additionally, an Employer is not required to complete the following elective provisions if the elections in \nthe Adoption Agreement already satisfy the mandatory automatic enrollment requirements.] \nThe following elections apply for the first Plan Year beginning after December 31, 2024 or, if later, the date the Plan is \ninitially effective, unless the Employer designates a special effective date under subsection (f) below. \n (b) Eligible Automatic Contribution Arrangement deferral percentage and automatic increase. \n (1) Initial automatic (default) Salary Deferral percentage. % of Plan Compensation (percentage must be \nbetween 3% and 10%) \n (2) Automatic (default) Salary Deferral percentage increase. For each Plan Year beginning after an \nEmployee’s initial period under the arrangement, the percentage of the default Salary Deferral is increased by \n1 percentage point until the percentage is % of Plan Compensation (must be at least 10%, but may not \nexceed 15%) \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-2 \n (3) Special application of automatic increase provisions. The Employer may describe under this subsection (3) \nspecial rules applicable to automatic increase provisions: \n[Note: Special rules must satisfy all applicable statutory and regulatory requirements.] \n (c) Application of automatic (default) Salary Deferral provisions. The automatic (default) Salary Deferral election \nunder subsection (b) will apply to Participants who enter the Plan after the automatic (default) Salary Deferral \nprovisions are effective and to current Participants eligible to participate in the Plan at the time the automatic (default) \nSalary Deferral provisions are effective as set forth below. \n (1) Current Participants. The automatic (default) Salary Deferral provisions apply to all other eligible \nParticipants as follows: \n (i) Automatic (default) Salary Deferral provisions apply to current Participants who have not entered \ninto an affirmative Salary Deferral election. (Under this election, the automatic (default) Salary \nDeferral provisions do not apply to current Participants who have made an affirmative Salary \nDeferral election to not defer into the Plan). \n (ii) Automatic (default) Salary Deferral provisions apply to current Participants who have not entered \ninto a Salary Deferral election and to current Participants who have made an affirmative Salary \nDeferral election not to defer under the Plan. \n (iii) Automatic (default) Salary Deferral provisions apply to all current Participants who have not \nentered into a Salary Deferral election that is at least equal to the automatic (default) Salary Deferral \namount under subsection (b)(1). Current Participants who have made a Salary Deferral election that \nis less than the automatic (default) Salary Deferral amount, or who have not made a Salary Deferral \nelection, will automatically be increased to the automatic (default) Salary Deferral amount unless \nthe Participant enters into a new Salary Deferral election on or before the effective date of the \nautomatic (default) Salary Deferral provisions. \n (iv) Describe: \n (2) Expiration of affirmative deferral elections. Unless this subsection (2) is elected, for purposes of the \nautomatic (default) Salary Deferral provisions of the Plan, a Participant’s affirmative Salary Deferral election \nwill not expire. If this subsection (2) is elected, a Participant’s affirmative Salary Deferral election will expire: \n (i) At the end of each Plan Year. \n (ii) Describe date that the affirmative Salary Deferral election will expire: \nExpiration applies to the following: \n (iii) All affirmative Salary Deferral elections. \n (iv) Only to affirmative Salary Deferral elections that are less than the current automatic (default) Salary \nDeferral rate. \nIf a Participant fails to complete a new affirmative Salary Deferral election subsequent to the prior election \nexpiring, the Participant becomes subject to the automatic (default) Salary Deferral percentage as specified in \nthe Plan pursuant to the automatic (default) Salary Deferral provisions. Each year, the Participant may always \ncomplete a new affirmative Salary Deferral election and designate a new Salary Deferral percentage. \n(3) Treatment of automatic (default) Salary Deferral. Any Salary Deferrals made pursuant to an automatic \n(default) Salary Deferral election will be treated as Pre-Tax Deferrals, unless designated otherwise under this \nsubsection (3). \n Any Salary Deferrals made pursuant to an automatic (default) Salary Deferral election will be \ntreated as Roth Deferrals. \n[Note: This subsection (3) may only be checked if Roth Deferrals are permitted under the Plan.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-3 \n(d) Permissive redetermination of periods without automatic (default) Salary Deferrals. The uniform automatic \n(default) Salary Deferral percentages under (b) above are based on the date the Employee’s initial period begins. \nHowever, if, after the Employee’s initial period began, the Employee did not have automatic (default) Salary Deferral \nmade for an entire Plan Year, then an Employee’s initial period is redetermined as follows or under separate \nadministrative procedures: (If no elections are made below or under separate administrative procedures, the initial \nperiod is not redetermined.) \n (1) Redetermination for Employee who became ineligible. If, for an entire Plan Year, no automatic (default) \nSalary Deferral were made solely because the Employee was not eligible to make Salary Deferrals under the \nPlan for that Plan Year, then the Employee’s initial period is redetermined so that it begins on the date the \nEmployee is again eligible to make Salary Deferrals under the Plan. \n (2) Redetermination for Employee who remained eligible and made an affirmative Salary Deferral \nelection. If, for an entire Plan Year, no automatic (default) Salary Deferral were made to the Plan solely \nbecause the Employee made an affirmative Salary Deferral election in a different amount (including an \nelection not to make Salary Deferrals), then the Employee’s initial period is redetermined so that it begins: \n (i) On the first day of the Plan Year that begins after the first full Plan Year in which the affirmative \nelection was in effect. \n (ii) Describe date for which an Employee’s initial period is redetermined (may not be earlier than the \nfirst day of the Plan Year beginning after the last day of the Plan Year that follows the Plan Year \nthat includes the date the initial period began): \n(e) Permissible withdrawals. \n(1) Time period for electing a permissible withdrawal. A Participant who had an automatic (default) Salary \nDeferral made under the Plan must be allowed to withdraw such contributions (and earnings attributable \nthereto). Unless otherwise elected below, a Participant must request a permissible withdrawal no later than 90 \ndays after the date of the Participant’s first automatic (default) Salary Deferral under the EACA. \n Instead of a 90-day election period, a Participant must request a permissible withdrawal no later \nthan [may not be less than 30 nor more than 90] days after the date the Plan Compensation \nfrom which automatic (default) Salary Deferral are withheld would otherwise have been included in \ngross income. \n(2) Employee with no automatic (default) Salary Deferral for a full Plan Year. Unless elected otherwise \nbelow, an Employee who would otherwise be subject to the automatic (default) Salary Deferral requirements \nbut who for an entire Plan Year did not have automatic (default) Salary Deferral made under the Plan (e.g., a \nParticipant who terminated employment) may elect a permissible withdrawal within the applicable time \nperiod if automatic (default) Salary Deferral begin at a later time (e.g., the Employee is rehired). \n The ability to take permissible withdrawals does not apply to an Employee who would otherwise be \nsubject to the automatic (default) Salary Deferral requirements but who for an entire Plan Year did \nnot have automatic (default) Salary Deferral made under the Plan. \n (f) Describe special rules, including effective date rules, applicable to the mandatory automatic enrollment under the Plan: \nS2-3. AGE 50 CATCH-UP CONTRIBUTIONS. (S2IA §4.02) [If the Employer has elected to not permit Age 50 Catch-Up \nContributions under the Adoption Agreement, no elections are necessary under this §S2-3. Note that the Plan default is \nthat the Plan permits Age 50 Catch-Up Contributions.] \n(a) Age 50 Catch-Up Contribution elections. Unless otherwise elected under this §S2-3(a), a Plan that permits Age 50 \nCatch-Up Contributions added the higher Age 50 Catch-Up Contribution Limit for Participants who have attained ages \n60 - 63, effective for taxable years beginning on January 1, 2025. \n (1) The higher Age 50 Catch-Up Contribution Limit for Participants who have attained ages 60 - 63 is not \npermitted under the Plan. \n (2) The higher Age 50 Catch-Up Contribution Limit for Participants who have attained ages 60 – 63 was added to \nthe Plan effective [insert date after January 1, 2025]. \n (3) The higher Age 50 Catch-Up Contributions for Participants who have attained ages 60 - 63 were permitted for \ntaxable years beginning on or after January 1, 2025, but are no longer permitted under the Plan, effective \n [insert date]. \n (4) Collectively Bargained Employees who are eligible to make Salary Deferrals under the Plan are not eligible \nfor the higher Age 50 Catch-Up Contribution Limit for Participants who have attained ages 60 - 63. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-4 \n(b) Age 50 Catch-Up Contributions that are eligible for Matching Contributions. Unless elected otherwise under this \n§S2-3(b), a Plan that includes an election to make Age 50 Catch-Up Contributions that are eligible for Matching \nContributions (see AA §6B-3) will provide such Matching Contributions on all Age 50 Catch-Up Contributions \n(including higher Age 50 Catch-Up Contributions) that are permitted under the Plan. \n (1) Only regular Age 50 Catch-Up Contributions are eligible for Matching Contributions. Higher Age 50 Catch-\nUp Contributions for Participants who have attained ages 60 - 63 are not eligible for Matching Contributions. \n (2) Only regular Age 50 Catch-Up Contributions are eligible for Matching Contributions. Matching \nContributions on higher Age 50 Catch-Up Contributions for Participants who have attained ages 60 - 63 are \nno longer made to the Plan, effective [insert date after January 1, 2025]. \n (3) Describe any special rules or provisions, including effective dates, relating to Age 50 Catch-Up Contributions \nand their eligibility for Matching Contributions: \n[Note: If no elections are made above, the Plan will treat higher Age 50 Catch-Up Contributions in the same manner as \nAge 50 Catch-Up Contributions as designated under AA §6B-3.] \n(c) Elections relating to Roth Deferrals and Age 50 Catch-Up Contributions. \n (1) Age 50 Catch-Up Contributions are removed from the Plan effective [insert date on or after January 1, \n2024]. \n (2) Roth Deferrals are added to the Plan effective [enter a date on or after January 1, 2024]. \n[Note: In lieu of making elections under this subsection (c), the Employer may make appropriate elections (i.e., to \nremove Age 50 Catch-Up Contributions or to add Roth Deferrals) under the Adoption Agreement. If Roth Deferrals are \nadded under (2) above, the Plan defaults for Roth Deferrals will apply unless otherwise described under subsection (f) \nbelow.] \n (3) Highly Paid Individuals (i.e., any eligible Participant whose wages (as defined in Code §3121(a)) for the \npreceding calendar year from the employer sponsoring the Plan exceeded $150,000 (as adjusted) are not \neligible to make Age 50 Catch-Up Contributions under the Plan. \n (4) Highly Compensated Employees and Highly Paid Individuals (i.e., any eligible Participant whose wages (as \ndefined in Code §3121(a)) for the preceding calendar year from the employer sponsoring the Plan exceeded \n$150,000 (as adjusted) are not eligible to make Age 50 Catch-Up Contributions under the Plan. \n (5) Highly Compensated Employees with net earnings from self-employment for the preceding calendar year that \nexceeded $150,000 (as adjusted) and Highly Paid Individuals (i.e., any eligible Participant whose wages (as \ndefined in Code §3121(a)) for the preceding calendar year from the employer sponsoring the Plan exceeded \n$150,000 (as adjusted) are not eligible to make Age 50 Catch-Up Contributions under the Plan. \n(d) Deemed Roth Age 50 Catch-Up Contribution election. Unless elected otherwise below, the Plan deems a Participant \nwho is subject to the Roth Age 50 Catch-Up Contribution requirement to have irrevocably designated any Age 50 \nCatch-Up Contributions as a Roth Deferral. \n (1) The Plan does not provide for a deemed Roth Catch-Up Contribution election, unless the Plan Administrator \nnotifies the Participant of such a deemed Roth Catch-Up Contribution election before the Participant makes a \nSalary Deferral election. (See SECURE 2.0 Act IA §4.02(d).) \n (2) The Plan does not provide for a deemed Roth Catch-Up Contribution election. The Participant must make an \nelection to treat Catch-Up Contributions as Roth Catch-Up Contributions. (See SECURE 2.0 Act IA \n§4.02(d).) \n (e) Aggregation of employers for determining the “employer sponsoring the Plan” for purposes of Code §414(v)(7). \nFor purposes of Code §414(v)(7) and determining wages from the “employer sponsoring the Plan,” the following \nemployers are aggregated, as allowed under Treas. Reg. §1.414(v)-2(b)(4) (e.g., employers using a common paymaster \nor part of a Related Employer group): \n[Note: In lieu of listing aggregated employers above, the Employer may describe such aggregated employers in a \nseparate written administrative procedure.] \n (f) Describe other special rules or provisions, including effective date rules, relating to Age 50 Catch-Up Contributions: \nS2-4. LTPT EMPLOYEES. (S2IA §4.03) Effective for Plan Years beginning on or after January 1, 2025, the Plan must permit LTPT \nEmployees to make Salary Deferrals into the Plan, as required under Code §§403(b)(12). The Employer may make elections \nunder this Elective Provisions §S2-4 consistent with the requirements of Code §§403(b)(12) and S2IA §4.03. Elections under this \nElective Provisions §S2-4 are not necessary if no Employees will ever be eligible to make Salary Deferrals solely because of the \nLTPT Employee requirements or if the Plan is not subject to Title I of ERISA. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-5 \n [Note: Because the LTPT Employee requirements do not apply to plans not subject to Title I of ERISA, these requirements do not \napply to the Pre-Approved Retirement Income Account (RIA) 403(b) Plan (#09-001), the Salary Reduction Only Plan (#10-001), \nthe Church 403(b) Plan (#11-001) or the Public School/Dual Status 403(b) Plan (#12-001).] \n (a) Eligibility for Employer Contributions and Matching Contributions. Unless elected otherwise below, LTPT \nEmployees are not eligible for Employer Contributions or Matching Contributions under the Plan. \nIn addition to the ability to make Salary Deferrals, LTPT Employee may receive the following in the same manner and \nunder the same conditions as other Eligible Employees under the Plan: [Note: The elections below are effective for Plan \nYears beginning on or after January 1, 2025 or such later date as designated.] \n (1) All available Employer Contributions and Matching Contributions, effective . \n (2) Employer Contributions (including Qualified Nonelective Employer Contributions), effective . \n (3) Matching Contributions (including Qualified Matching Contributions), effective . \n (4) Safe Harbor 403(b) Plan Contributions, effective . \n (5) Describe: \n (b) Eligibility Computation Period (ECP). Unless elected otherwise below, the ECP rules under the Plan apply to LTPT \nEmployees. \n (1) The ECP for an LTPT Employee is based on Anniversary Years and will not switch to the Plan Year. \n (2) Describe ECP rules applicable to LTPT Employees: \n[Note: Any description under this (2) must be consistent with requirements for ECPs under the Plan.] \n (c) Entry Date. Unless elected otherwise below, the Entry Date rules under the Plan apply to LTPT Employees. \n (1) The Entry Date for LTPT Employees will be the first day of the 1st and 7th month of the Plan Year. \n (2) Describe the Entry Date rules applicable to LTPT Employees: \n[Note: Any description under this (2) must be consistent with requirements for Entry Dates under the Plan.] \n(d) Collectively Bargained Employees and non-resident aliens. If Collectively Bargained Employees and/or non-resident \naliens who receive no compensation from the Employer that constitutes U.S. source income are otherwise eligible for \nthe Plan, the Employer may elect to exclude such Employees from the LTPT Employee rules below: \n (1) Collectively Bargained Employees are excluded from eligibility as LTPT Employees. \n (2) Non-resident aliens who receive no compensation from the Employer that constitutes U.S. source income are \nexcluded from eligibility as LTPT Employees. \n(e) Roth Deferrals. LTPT Employees may make Roth Deferrals if Roth Deferrals are permitted under the Plan, unless the \nEmployer elects otherwise below: \n LTPT Employees are not permitted to make Roth Deferrals under the Plan. \n(f) After-Tax Employee Contributions. LTPT Employees may make After-Tax Employee Contributions if After-Tax \nEmployee Contributions are permitted under the Plan, unless the Employer elects otherwise below: \n LTPT Employees are not permitted to make After-Tax Employee Contributions under the Plan. \n(g) Rollover Contributions. LTPT Employees may make Rollover Contributions if Rollover Contributions are permitted \nunder the Plan, unless the Employer elects otherwise below: \n LTPT Employees are not permitted to make Rollover Contributions under the Plan. \n(h) Automatic Contribution Arrangements. LTPT Employees are subject to the Plan’s Automatic Contribution \nArrangement provisions (including automatic escalation), unless the Employer elects otherwise below: \n (1) LTPT Employees are not subject to the Automatic Contribution Arrangement provisions of the Plan. \n (2) LTPT Employees are subject to the Plan’s Automatic Contribution Arrangement provisions (excluding \nautomatic escalation). \n[Note: If the Plan is subject to the mandatory automatic enrollment rules under S2IA §4.01, LTPT Employees must be \nautomatically enrolled in the Plan and the above elections do not apply.] \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-6 \n(i) Vesting Computation Periods (VCPs). LTPT Employee will not receive vesting credit for VCPs beginning before \nJanuary 1, 2023, unless the Employer elects otherwise below: \n (1) All VCPs beginning before January 1, 2023 will be taken into account for determining vesting credit for \nLTPT Employees. \n (2) Describe the VCPs beginning before January 1, 2023 that will be taken into account for determining vesting \ncredit for LTPT Employees: \n(j) Nondiscrimination and coverage election. If the Plan is not a Safe Harbor 403(b) Plan, the Employer may \nadministratively elect on an annual basis to exclude LTPT Employee from all nondiscrimination and coverage tests. \nIf the Plan is a Safe Harbor 403(b) Plan, the Employer excludes LTPT Employees from all nondiscrimination and \ncoverage tests, unless elected otherwise below: \n The Plan is a Safe Harbor 403(b) Plan and the Employer elects to INCLUDE LTPT Employees in all \nnondiscrimination and coverage tests. (The Employer must make this nondiscrimination and coverage \nelection before the Plan Year for which the election applies.) \n(k) Automatic Increase for Participants with Affirmative Salary Deferral election. LTPT Employees are subject to the \nPlan’s provisions relating to automatic increase for Participants with affirmative Salary Deferral Election under AA \n§6A-6. \n LTPT Employees are not subject to the Plan’s provisions relating to automatic increase for Participants with \naffirmative Salary Deferral Election under AA §6A-6. \n (l) Describe other rules applicable to LTPT Employees. \n[Note: Any rules under this (l) must be consistent with requirements for the participation of LTPT Employees as set \nforth under S2IA §4.03.] \nS2-5. STARTER 403(b) PLANS FOR EMPLOYERS WITH NO RETIREMENT PLAN. (S2IA §4.05) \n[Note: The Starter 403(b) Plan provisions do not apply to Pre-Approved Public School/Dual Purpose 403(b) Plan (#12-001).] \n Establishment of Starter 403(b) Plan. The Employer establishes a Starter 403(b) Plan, as of the effective date \nindicated on the Employer Signature Page of the Adoption Agreement. The effective date may be no earlier than \nDecember 31, 2023. \nAn Employer adopting a Starter 403(b) Plan should complete the Adoption Agreement consistent with the requirements \napplicable to a Starter 403(b) Plan, as described under S2IA §4.05. The Employer must designate an automatic (default) deferral \npercentage of at least 3% and not more than 15%, a minimum service requirement of not more than one Year of Service, a \nminimum age requirement of not more than age 21, and an Entry Date. \nS2-6. PENSION-LINKED EMERGENCY SAVINGS ACCOUNT (PLESA). (S2IA §4.06) \n(a) Establishment of a PLESA. Unless otherwise elected below, the Plan does not include PLESAs. \n Effective for Plan Years beginning on or after [enter a date no earlier than January 1, 2024], the \nEmployer establishes, as part of the Plan, a PLESA for the benefit of eligible Participants, as provided under \nCode §402A(e) and ERISA §§801 – 804. \n(b) Elections relating to PLESAs. If PLESAs are established under the Plan, the Employer may make the following \nelections: \n (1) Instead of $2,500 the Plan limits the portion of a Participant’s Account attributable to PLESA contributions to \n$ [insert amount less than $2,500] \n (2) Instead of requiring an affirmative election by a Participant to contribute to the PLESA, the Plan will \nautomatically enroll eligible Participants at a rate of % [must be 3% or less] \nELECTIVE PROVISIONS RELATING TO MATCHING CONTRIBUTIONS \nS2-7. OPTIONAL TREATMENT OF MATCHING CONTRIBUTIONS AS DESIGNATED ROTH MATCHING \nCONTRIBUTIONS. (S2IA §5.01) \n (a) A Participant may not elect to treat a nonforfeitable Matching Contribution made on behalf of such Participant as a \nDesignated Roth Matching Contribution. \n (b) Effective [insert date on or after December 30, 2022], a Participant MAY elect to treat a nonforfeitable Matching \nContribution made on behalf of such Participant as a Designated Roth Matching Contribution. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-7 \n (c) Describe any special rules relating to the optional treatment of nonforfeitable Matching Contributions as a Designated \nRoth Matching Contribution: Special rules relating to the optional treatment of nonforfeitable Matching Contributions \nas a Designated Roth Matching Contribution are set forth in the applicable agreement between the employer and the \nemployee and/or in an employer administrative/board policy. \nS2-8. TREATMENT OF QUALIFIED STUDENT LOAN PAYMENTS (QSLPs) AS SALARY DEFERRALS FOR PURPOSES \nOF MATCHING CONTRIBUTIONS. (S2IA §5.02) \n (a) The Plan does not treat QSLPs as Salary Deferrals (or After-Tax Employee Contributions, if applicable) for purposes of \nMatching Contributions. \n (b) Effective for Plan Years beginning on or after [enter a date no earlier than January 1, 2024], the Plan will treat \nQSLPs as Salary Deferrals (or After-Tax Employee Contributions, if applicable) for purposes of Matching \nContributions, as provided for under §110 of the SECURE 2.0 Act. \n (c) Describe any special rules relating to the treatment of QSLPs as Salary Deferrals (or After-Tax Employee \nContributions, if applicable) for purposes of Matching Contributions: Special rules relating to the treatment of QSLPs \nas Salary Deferrals (or After-Tax Employee Contributions, if applicable) are set forth in the applicable agreement \nbetween the employer and the employee and/or in an employer administrative/board policy. \nS2-9. FEDERAL SAVER’S MATCHING CONTRIBUTION. (S2IA §5.03) \n (a) Employer will not accept receipt of the federal saver’s matching contribution. \n (b) The Employer elects to accept the receipt of the federal saver’s matching contribution, effective [insert date on or \nafter January 1, 2027]. \n (c) Describe special rules applicable to the federal saver’s matching contribution: \nELECTIVE PROVISIONS RELATING TO DISTRIBUTIONS \nS2-10. AVAILABILITY OF INVOLUNTARY CASH-OUT DISTRIBUTIONS. (S2IA §6.01) \n (a) No change to Involuntary Cash-Out Distribution related-provisions as elected under the Adoption Agreement \nand as applicable before January 1, 2024 (i.e., prior to the effective date of §304 of the SECURE 2.0 Act). \n (b) Involuntary Cash-Out Distributions. Beginning January 1, 2024, or, if later, [insert date after January 1, 2024], \na Participant who has a Severance from Employment with a vested Account Balance of $7,000 or less will receive an \nInvoluntary Cash-Out Distribution, subject to the Automatic Rollover provisions under the Plan. \n (c) No Involuntary Cash-Out Distributions. Beginning January 1, 2024, or, if later, [insert date after January 1, \n2024], the Plan does not provide for Involuntary Cash-Out Distributions. A Participant who has a Severance from \nEmployment must consent to any distribution from the Plan. \n (d) Lower Involuntary Cash-Out Distribution threshold. Beginning January 1, 2024, or, if later, [insert date after \nJanuary 1, 2024], a Participant who has a Severance from Employment will receive an Involuntary Cash-Out \nDistribution only if the Participant’s vested Account Balance is less than or equal to: \n (1) $1,000 \n (2) $5,000 \n (3) $ (must be less than $7,000) \n (e) Application to spousal consent requirements. Beginning January 1, 2024, or, if later, [insert date after January \n1, 2024], if the Plan is subject to the Qualified Joint and Survivor Annuity rules and this subsection (e) is elected, the \nelections in subsections (a) - (d) do not apply in determining the dollar threshold for spousal consent under the Plan and \ninstead the spousal consent threshold is $7,000 or such lower amount as selected below: \n (1) $1,000 \n (2) $5,000 \n (3) $ (must be less than $7,000) \n (f) Describe any special rules relating to Involuntary Cash Out Distributions and/or spousal consent requirements: \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-8 \nS2-11. AVAILABILITY OF IN-SERVICE DISTRIBUTIONS. (S2IA §§6.02, 6.03, 6.04, 6.05, 6.07) A Participant may withdraw all \nor any portion of such Participant’s vested Account Balance, to the extent designated, upon the occurrence of any of the event(s) \nselected under this S2-11. If more than one option is selected for a particular contribution type under this S2-11, a Participant may \ntake an in-service distribution upon the occurrence of any of the selected events, unless designated otherwise under this S2-11. \nIf the Plan allows for Rollover Contributions under AA §C-2 or After-Tax Employee Contributions under AA §6D, unless elected \notherwise under this S2-11, a Participant may take an in-service distribution from such Participant’s Rollover Account and After-\nTax Employee Contribution Account at any time. If the Plan provides for Safe Harbor Contributions (SH) under AA §6C, unless \nelected otherwise under this S2-11, a Participant may take an in-service distribution from such Participant’s Safe Harbor \nContribution Account at the same time as elected for Salary Deferrals under S2-11. Unless otherwise described under S2-11(e), a \nParticipant may take an in-service distribution from a Transfer Account as allowed for the underlying contribution source. \n[Note: In-service distributions must satisfy the distribution restrictions applicable to Custodial Accounts and Salary Deferral \nAccounts.] \nAll \nAvailable \nSources \nDeferral Match ER R/O AT SH \n \n(a) As an Emergency Personal Expense Distribution \nbeginning January 1, 2024, or, if later, \n[insert date after January 1, 2024]. \n \n(b) As a Domestic Abuse Distribution beginning \nJanuary 1, 2024, or, if later, [insert date \nafter January 1, 2024]. \n \n(c) As a Qualified Long-Term Care Distribution \nbeginning December 30, 2025, or, if later, \n[insert date after December 30, 2025]. \n \n(d) As a Terminally Ill Individual Distribution \nbeginning December 30, 2022, or, if later, \n[insert date after December 30, 2022]. [Note: Not \navailable with respect to Salary Deferrals or \namounts held under a Custodial Account unless \nlegislation amends Code §72(t)(2)(L) to allow a \nTerminally Ill Individual Distribution as a \npermissible distribution event under Code \n§403(b).] \n \n(e) Describe: \n[Note: Unless designated otherwise under subsection (e), any selection(s) in the Deferral column also apply to Roth \nContributions, QMACs and QNECs. Elections under the ER column also apply to Mandatory Contributions, unless otherwise \nprovided in subsection (e). Any event described in subsection (e) may not violate the permissible distribution events under the \nPlan.] \n (f) Special distribution rules for in-service distributions. \n (1) The following are not available to Participants who have had a Severance from Employment: \n (i) Emergency Personal Expense Distributions \n (ii) Domestic Abuse Distributions \n (iii) Qualified Long-Term Care Distributions \n (iv) Terminally Ill Individual Distributions \n (2) The following are not available unless the Participant is 100% vested in the source from which the \ndistribution is taken: \n (i) Emergency Personal Expense Distributions \n (ii) Domestic Abuse Distributions \n (iii) Qualified Long-Term Care Distributions \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nKenai Peninsula Borough School Dist. \n Interim Amendment –SECURE 2.0 Elective Provisions \n \n \n© Copyright 2025 \nCycle 2 Public School/Dual Status Pre-Approved 403(b) Plan - #12-001 Page S2IA-9 \n (iv) Terminally Ill Individual Distributions \n (3) Unless otherwise elected below, Hardship distributions may include earnings on Pre-Tax Deferral Accounts \nand Roth Deferral Accounts, effective for Plan Years beginning on or after January 1, 2024. \n (i) Hardship distributions may NOT include earnings on Pre-Tax Deferral Accounts and Roth Deferral \nAccounts. \n (ii) Hardship distributions may include earnings on Pre-Tax Deferral Accounts and Roth Deferral, \neffective [insert date after January 1, 2024]. \n (4) Unless otherwise elected below, Hardship distributions may include QNEC, QMAC, Traditional Safe Harbor \nContribution and QACA Safe Harbor Contribution Accounts (including earnings), effective for Plan Years \nbeginning January 1, 2024. \n (i) Hardship distributions may NOT include the following Accounts (including earnings): \n (A) QNEC Account \n (B) QMAC Account \n (C) Traditional Safe Harbor Contribution Accounts \n (D) QACA Safe Harbor Contribution Accounts. \n (ii) Hardship distributions may include QNEC, QMAC, Traditional Safe Harbor and QACA Safe \nHarbor Accounts (including earnings), effective [insert date after January 1, 2024]. \n (5) Describe any special rules relating to Hardship distributions: \n (6) Other distribution rules: \nS2-12. PEP FIDUCIARY FOR COLLECTING CONTRIBUTIONS TO THE PEP. (S2IA §8.01) \n Instead of the PPP, the fiduciary for collecting contributions to the PEP is: \nS2-13. SPECIAL PROVISIONS. \nIf the Employer wishes to provide additional or clarifying provisions to this SECURE 2.0 Act Interim Amendment, the Employer \nmay include such provisions below. \n Describe any special rules related to this SECURE 2.0 Act Interim Amendment: \n \n \nAPPLICATION OF SECURE 2.0 ACT INTERIM AMENDMENT \n \nPursuant to Revenue Procedure 2023-37 and Section 14.01(a) of the Plan, this SECURE 2.0 Act Interim Amendment has been adopted \nby the Pre-Approved Plan Provider on behalf of all adopting Employers. This amendment applies to the signatory Employer and all \nParticipating Employers under the Plan. \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\n \n \nACTION BY THE GOVERNING BOARD \nRESTATEMENT OF 403(b) RETIREMENT PLAN \n \nThe undersigned, on behalf of the Governing Board, hereby certifies that at a meeting of the Governing Board of Kenai \nPeninsula Borough School Dist. (“Employer”), the following resolutions were approved: \n \nWHEREAS, the Employer has maintained the Kenai Peninsula Borough School Dist. (“Plan”) since January 1, \n2009 for the benefit of eligible employees; and \n \nWHEREAS, the Employer is restating the above-referenced Plan to comply with 2022 Cumulative List of \nChanges in Section 403(b) Requirements for 403(b) Pre-approved Plans and to continue to receive the tax benefits \nof an IRS pre-approved plan. \n \nNOW, THEREFORE, BE IT RESOLVED that the Employer hereby adopts the Kenai Peninsula Borough School \nDist. as a complete restatement of the prior Plan, to be effective on January 1, 2026; \n \nRESOLVED FURTHER that the undersigned representative of the Employer is authorized to execute the restated \nPlan document and authorize the performance of any other actions necessary to implement the adoption of the Plan \nrestatement. The Employer may designate any other authorized person to execute the restated Plan document and \nperform the necessary actions to adopt the restated Plan. The Employer will maintain a copy of the restated Plan, \nas approved by the Governing Board, along with a copy of the prior plan, in its files; \n \nThe undersigned hereby certifies that he/she is an Authorized Representative of the Employer and that the foregoing is a \ntrue record of a resolution duly adopted at a meeting of the Governing Board and that said meeting was held in accordance \nwith state law and the Bylaws of the above-named Employer. \n \nIN WITNESS WHEREOF, I have executed my name below as an Authorized Representative of the Employer. \n \n \nAuthorized Representative / Date \n \n \nDocusign Envelope ID: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49F\n\nCertificate Of Completion\nEnvelope Id: CFAC37B8-CCD8-8FCF-83B4-E03B9D05E49FStatus: Delivered\nSubject: Kenai Peninsula Borough School Dist.\nSource Envelope: \nDocument Pages: 62Signatures: 0Envelope Originator: \nCertificate Pages: 4Initials: 0Plan Support\nAutoNav: Enabled\nEnvelopeId Stamping: Enabled\nTime Zone: (UTC-08:00) Pacific Time (US & Canada)\nplansupport@omni403b.com\nIP Address: 20.45.38.62 \nRecord Tracking\nStatus: Original\n 8/31/2026 1:52:14 AM\nHolder: Plan Support\n plansupport@omni403b.com\nLocation: DocuSign\nSigner EventsSignatureTimestamp\nCVoivedich\nCVoivedich@KPBSD.k12.ak.us\nSecurity Level: Email, Account Authentication \n(None)\nSent: 8/31/2026 1:52:20 AM\nViewed: 8/31/2026 9:35:27 AM \nElectronic Record and Signature Disclosure: \n Accepted: 8/31/2026 9:35:27 AM\n ID: 43d76e82-8121-40d0-b627-eb1fce36c5cc\nIn Person Signer EventsSignatureTimestamp\nEditor Delivery EventsStatusTimestamp\nAgent Delivery EventsStatusTimestamp\nIntermediary Delivery EventsStatusTimestamp\nCertified Delivery EventsStatusTimestamp\nCarbon Copy EventsStatusTimestamp\nCVoivedich\nCVoivedich@KPBSD.k12.ak.us\nSecurity Level: Email, Account Authentication \n(None)\nSent: 8/31/2026 1:52:17 AM\nViewed: 8/31/2026 9:38:15 AM \nElectronic Record and Signature Disclosure: \n Accepted: 8/31/2026 9:35:27 AM\n ID: 43d76e82-8121-40d0-b627-eb1fce36c5cc\nflink\nflink@kpbsd.k12.ak.us\nSecurity Level: Email, Account Authentication \n(None)\nSent: 8/31/2026 1:52:17 AM\nElectronic Record and Signature Disclosure: \n Not Offered via Docusign\njlove\njlove@kpbsd.k12.ak.us\nSecurity Level: Email, Account Authentication \n(None)\nSent: 8/31/2026 1:52:18 AM\nViewed: 8/31/2026 9:01:36 AM \nElectronic Record and Signature Disclosure: \n Not Offered via Docusign\n\nCarbon Copy EventsStatusTimestamp\nrrobinson\nrrobinson@kpbsd.k12.ak.us\nSecurity Level: Email, Account Authentication \n(None)\nSent: 8/31/2026 1:52:19 AM\nElectronic Record and Signature Disclosure: \n Not Offered via Docusign\nWitness EventsSignatureTimestamp\nNotary EventsSignatureTimestamp\nEnvelope Summary EventsStatusTimestamps\nEnvelope SentHashed/Encrypted8/31/2026 1:52:17 AM\nCertified DeliveredSecurity Checked8/31/2026 9:35:27 AM\nPayment EventsStatusTimestamps\nElectronic Record and Signature Disclosure\n\nELECTRONIC RECORD AND SIGNATURE DISCLOSURE\nFrom time to time, U.S. Omni & TSACG Compliance Services, Inc. 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Further, if you\nconsent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-\nbox next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.\nBy selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:\nYou can access and read this Electronic Record and Signature Disclosure; and\nYou can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and\nDisclosure to a location where you can print it, for future reference and access; and\nUntil or unless you notify U.S. Omni & TSACG Compliance Services, Inc. as described above, you consent to\nreceive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other\ndocuments that are required to be provided or made available to you by U.S. Omni & TSACG Compliance\nServices, Inc. during the course of your relationship with U.S. Omni & TSACG Compliance Services, Inc..","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":32,"created_at":"2026-09-01T17:17:05.734Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1681,"agenda_item_id":10159,"motion_text":"Move to approve KPBSD's 403(b) plan restatement ","motion_type":"main","mover_id":4,"seconder_id":17,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T02:55:54.324Z","vote_method":"roll_call","consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Penny Vadla","seconder_name":"Patricia Truesdell","votes":[{"id":14977,"motion_id":1681,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":14978,"motion_id":1681,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":14979,"motion_id":1681,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":14980,"motion_id":1681,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":14981,"motion_id":1681,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":14982,"motion_id":1681,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":14983,"motion_id":1681,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Penny Vadla"},{"id":14984,"motion_id":1681,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":14985,"motion_id":1681,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T02:56:38.448Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T02:56:38.456Z","resolution_amended_at":null}}]},{"id":10177,"meeting_id":673,"category_id":4103,"item_number":"D","item_type":"action","title":"FY26-28 Kenai Peninsula Education Association (KPEA) Collective Bargaining Agreement (CBA)","public_content":"Administration recommends approval of the FY26-28 Kenai Peninsula Education Association (KPEA) Collective Bargaining Agreement (CBA) as presented.
","admin_content":null,"executive_content":null,"sort_order":4,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-15T02:58:03.246Z","last_editor_name":null,"first_presented_at":"2026-09-15T02:56:47.779Z","recommended_action":"Move to approve the FY26-28 Kenai Peninsula Education Association (KPEA) Collective Bargaining Agreement (CBA)","linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":119,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6260,"entity_type":"agenda_item","entity_id":10177,"original_filename":"KPEA CBA FY26-FY28 Tentative.pdf","storage_path":"agenda_item/10177/6260/6260.pdf","content_type":"application/pdf","file_size":"11745323","checksum_sha256":"3e18af0f16f614a48381235e99c0558c6256a25b776643819ff5ed3f1058e8b4","visibility_tier":"public","extracted_text":"\n\n{00\n657\n169\n \nCOLLECTIVE BARGAINING AGREEMENT \n \nBETWEEN \n \nTHE KENAI PENINSULA BOROUGH \nSCHOOL DISTRICT \n \nAND \n \nTHE KENAI PENINSULA EDUCATION ASSOCIATION \n \nFOR THE YEARS \n2025-2026 \n2026-2027 \n2027-2028\n \n \n\n2 \n \nTable of Contents \nContents \n100 DISTRICT RIGHTS ................................................................................................................................. 6 \n101 ASSOCIATION RECOGNITION .............................................................................................................. 6 \n102 DEFINITIONS ......................................................................................................................................... 6 \n105 SALARY SCHEDULE .............................................................................................................................. 7 \n110 SALARY CONDITIONS .......................................................................................................................... 8 \n111 RETIREMENT CONTRIBUTIONS .......................................................................................................... 9 \n115 INITIAL PLACEMENT ON THE SALARY SCHEDULE ....................................................................... 10 \nColumn Placement .................................................................................................................................... 10 \n120 EXTRACURRICULAR PROGRAMS ...................................................................................................... 11 \n135 MILEAGE REIMBURSEMENT RATE .................................................................................................. 13 \n140 DISCRETIONAL MATERIALS .............................................................................................................. 13 \n150 VANDALISM .......................................................................................................................................... 13 \n210 HEALTH CARE ..................................................................................................................................... 13 \n220 LIABILITY INSURANCE ...................................................................................................................... 18 \n221 ON THE JOB INJURY ............................................................................................................................ 18 \n230 LIFE INSURANCE ................................................................................................................................ 19 \n232 INSURANCE DURING APPROVED LEAVES ..................................................................................... 20 \n305 INSTRUCTIONAL LEAVE ................................................................................................................... 20 \n306 INSTRUCTIONAL LEAVE BANK ....................................................................................................... 20 \nA. Application Process: ...................................................................................................................... 21 \n307 LEGAL LEAVE ...................................................................................................................................... 21 \n310 CAREER DEVELOPMENT .................................................................................................................... 21 \n320 PERSONAL LEAVE...............................................................................................................................22 \n325 PERSONAL AND SICK LEAVE FOR LESS THAN FULL-TIME EMPLOYEES ..................................22 \n330 CIVIC LEAVE ........................................................................................................................................22 \n335 SABBATICAL LEAVE ............................................................................................................................ 23 \n339 AUTOMATED SUBSTITUTE SYSTEM ............................................................................................... 23 \n\n3 \n \n340 SICK LEAVE ......................................................................................................................................... 23 \n341 SICK LEAVE BANK ............................................................................................................................... 25 \nA. Administration .............................................................................................................................. 25 \nB. Application Process ....................................................................................................................... 25 \n342 USE OF SICK LEAVE FOR BEREAVEMENT ..................................................................................... 26 \n343 DONATIONS OF SICK LEAVE ............................................................................................................ 27 \n345 UNPAID LEAVE OF ABSENCE ........................................................................................................... 28 \n346 LEAVE OF ABSENCE FOR RESERVE OR AUXILIARY MEMBERS OF ARMED FORCES. (AS \n39.20.340)................................................................................................................................................... 28 \n405 ADDITIONAL EDUCATIONAL EMPLOYMENT ................................................................................ 29 \n410 INVOLUNTARY TRANSFERS ............................................................................................................. 29 \n411 VOLUNTARY TRANSFERS .................................................................................................................. 30 \n415 STUDENT DISCIPLINE PROCEDURE ................................................................................................ 31 \n420 DUTY-FREE LUNCH ........................................................................................................................... 31 \n425 SCHOOL CLOSURES ........................................................................................................................... 31 \n427 FORCED ABSENCES ............................................................................................................................ 32 \n430 END OF QUARTER DAYS ................................................................................................................... 32 \n431 INSERVICE TRAINING AND WORKSHOPS ....................................................................................... 32 \n435 JOB OPENINGS .................................................................................................................................... 33 \n436 EMPLOYEE INVOLVEMENT IN SELECTION OF ADMINISTRATION ........................................... 34 \n440 JOB SHARING ..................................................................................................................................... 34 \n445 PERSONNEL 201 FILES...................................................................................................................... 34 \n446 EMPLOYEE DISCIPLINE ..................................................................................................................... 35 \n450 ACADEMIC FREEDOM ....................................................................................................................... 36 \n451 ASSIGNMENT OF STUDENT GRADES ............................................................................................. 36 \n455 REDUCTION OF STAFF ....................................................................................................................... 37 \nSeniority ................................................................................................................................................... 38 \nLay-Off ...................................................................................................................................................... 38 \nRecall ......................................................................................................................................................... 39 \n460 RECALL RIGHTS AND TENURE ACQUISITION .............................................................................. 39 \n463 SUBCONTRACTING ............................................................................................................................ 41 \n\n4 \n \n466 SPECIALISTS ........................................................................................................................................ 41 \n470 WORKDAY ............................................................................................................................................ 41 \n474 IMPACT OF CLASS SIZE .................................................................................................................... 42 \n475 TEACHER PREPARATION PERIODS ................................................................................................. 42 \n479 EMPLOYEE EXCHANGE .................................................................................................................... 43 \n480 NOTIFICATION OF NON-RETENTION ............................................................................................ 43 \n483 EMPLOYEE RIGHTS ........................................................................................................................... 43 \n490 EMPLOYEE EVALUATION ................................................................................................................. 44 \n505 INFORMATION ................................................................................................................................... 44 \n510 RELEASE TIME FOR MEETINGS....................................................................................................... 44 \n520 USE OF DISTRICT FACILITIES .......................................................................................................... 45 \n525 USE OF DISTRICT EQUIPMENT ........................................................................................................ 45 \n530 SUPPLIES .............................................................................................................................................. 45 \n535 MAIL FACILITIES ................................................................................................................................. 45 \n540 NON-JEOPARDY CLAUSE ................................................................................................................... 45 \n541 MEMBERSHIP RIGHTS....................................................................................................................... 46 \n545 KPEA PROFESSIONAL LEAVE ........................................................................................................... 46 \nA. Association Leave ......................................................................................................................... 46 \nB. NEA Leave ..................................................................................................................................... 46 \nC. President Release Time ............................................................................................................... 46 \n550 DUES, DEDUCTIONS, CONTINUING MEMBERSHIP ...................................................................... 47 \n553 IRS SECTION 125 PLAN ....................................................................................................................... 47 \n555 OTHER DEDUCTIONS ........................................................................................................................ 48 \n560 CONFORMITY TO LAW ..................................................................................................................... 48 \n565 ASSOCIATION RIGHTS ...................................................................................................................... 48 \n575 BULLETIN BOARDS ............................................................................................................................ 49 \n580 ORIENTATION AND MEMBERSHIP MATERIALS ........................................................................... 49 \n630 AGREEMENT DISSEMINATION ....................................................................................................... 49 \n640 GRIEVANCE PROCEDURES .............................................................................................................. 49 \nA. Definitions .................................................................................................................................... 49 \n\n5 \n \nB. Right to Representation ............................................................................................................... 50 \nC. Procedure ...................................................................................................................................... 50 \n1. Level I ............................................................................................................................................ 50 \n2. Level II ....................................................................................................................................... 50 \n3. Level III – Board Level .............................................................................................................. 51 \n4. Level IV – Binding Arbitration ................................................................................................. 51 \nD. No Reprisals ................................................................................................................................... 51 \nE. Association Testimony .................................................................................................................. 51 \nF. Cooperation of Board and Administration ..................................................................................... 52 \nG. Release Time .................................................................................................................................. 52 \nH. Personnel Files ............................................................................................................................... 52 \nI. Grievance Forms ............................................................................................................................... 52 \n650 DURATION ........................................................................................................................................... 52 \n\n6 \n \n \n100 DISTRICT RIGHTS \nThe District reserves unto itself the functions and activities of the Board, the standards of educational \nservices, the school curricula, the District budget for operations and capital projects, the utilization \nof technology in the District’s operations, the organization and staffing of school programs, the \nselection for hire of certificated personnel, assignments, and job descriptions. \n101 ASSOCIATION RECOGNITION \nThe District hereby recognizes the Kenai Peninsula Education Association/National Education \nAssociation-Alaska as the exclusive representative for all certificated employees in the Kenai \nPeninsula Borough School District, excluding the Superintendent, Associate Superintendents, \nAssistant Superintendents, Chief Financial Officer, Directors, Assistant Directors, Coordinators, \nPrincipals, Assistant Principals, Principal/Teachers, day to day substitute teachers and any other \nwhose job description requires a B Certificate. \nThe rights and privileges of the Association and its representatives as set forth in the Agreement shall \nbe granted only to the Association as the exclusive representative of the employees, and to no other \norganizations representing any portion of the unit or potential member of the unit. \n102 DEFINITIONS \nA. Aggrieved Person or Grievant shall mean a certificated employee or group of certificated \nemployees filing a grievance. \nB. Association is the Kenai Peninsula Education Association, also referred to as KPEA, which \nis recognized to represent certificated employees as recognized in Article 101 of this agreement. \nC. Association Representative is the President of KPEA or designee(s) including but not \nlimited to officers, executive board members, elected or appointed members who represent \nthe Association at the various work sites throughout the District, and affiliated association \nstaff. \nD. Bargaining Unit is all certificated, non-supervisory employees, as established in Article 101. \nE. Board is the Board of Education of the Kenai Peninsula Borough School District. \nF. Day means workday, unless otherwise specified. \nG. District is the Kenai Peninsula Borough School District. \n\n7 \n \nH. Domestic Partner(s) refers to two people who live together in a committed relationship \nintending to be emotionally and financially responsible for each other, but are not legally \nmarried. \nI. Employee when used hereinafter in the Agreement shall refer to all certificated employees \nrepresented by the Kenai Peninsula Education Association. \nJ. Forms refer to current digital copies of any form as required to complete processes, exercise \nrights, or access benefits, which shall be made available on the District website at \nhttps://kpbsd.org/document-library/. \nK. Superintendent is the Superintendent of the Kenai Peninsula Borough School District or \ndesignee and shall hereafter be referred to as the Superintendent. \nL. Termination is dismissal from employment pursuant to AS 14.20.170. \nM. Transfer specifies a change from the building unit(s) to which a teacher is assigned. \nN. Unit is an individual school or other assigned department. \n \n \n \n105 SALARY SCHEDULE \nThe Salary Schedule(s) may be found in Appendix A. \nIf the District receives a permanent funding increase from the state of Alaska for Base Student \nAllocation for Fiscal Year 2028 of $500 per student or more, employees shall receive an additional \n1% salary increase on the salary schedule. \nIf the District receives a Base Student Allocation of one-time funding increase from the state of \nAlaska for Fiscal Year 2028 meets or exceeds an equivalent amount of $500 per student, employees \nshall receive an additional 1% increase on the salary schedule. \nThe monetary value of these amounts can be added to each other to make the $500 equivalent but is \nlimited to the additional 1% salary increase. \n \n \n \n\n8 \n \n \n \n110 SALARY CONDITIONS \nA. All positions shall be filled by certificated personnel. \nB. The effective length of the contract shall normally be a maximum of 188 employee days \nnever to include more than 180 student days in session and three (3) employee workshop \ndays. In the event that the calendar configuration necessitates the inclusion of both the \nLabor Day and Memorial Day Holidays, the contract shall be 189 days to accommodate \nthe additional holiday. \nC. For any school year, the salary placement indicated in the employee’s employment \ncontract is binding and irrevocable on both the District and the individual employee for \nthat school year if no objection to the salary placement is raised in writing by either the \nDistrict or the employee on or before November 1 of the school year. If notification is \nreceived prior to November 1 and an adjustment to the salary placement is warranted, \nretro-active payment shall be made for the current year only. \nD. An employee working part time for a full year will be credited with a year of service for \nadvancement on the salary schedule for each year of service. Employees who request less \nthan full-time contracts and move to that status will receive proportionate credit. \nA. .50 - .74 will earn one (1) step every second year. \nB. .75+ will receive full credit. \nE. NATIONAL BOARDS OR DOCTORATE \nEducators holding a PhD will receive four thousand dollar ($4000) added to annual salary. \nEducators holding a national certification will receive two thousand dollars ($2000) \nadded to annual salary. “National certification” means individual achievement of \nnational professional teaching or educational job-role standards as certified by a \nnationally recognized board, and will include \n \n• the National Board for Professional Teaching Standards (NBPTS), \n• the American Speech Language Hearing Association, (ASHA) Certificate of Clinical \ncompetence (CCC's), \n• Nationally Certified School Psychologist (NCSP), \n• National Certified School Counselor (NCSC), \n• National Certification for School Social Workers (NCSSW), \n\n9 \n \n• National Board for Certification in Occupational Therapy (NBCOT-OTR), \n• Federation of State Boards of Physical Therapy (FSBPT) NPTE, \n• National Orientation and Mobility Certification (NOMC), \n• Board Certified Behavioral Analyst (BCBA). \nOnly one PhD or one national certification will be recognized. \nF. All employees not receiving a step increase in column C90/M will receive a longevity \nincrease of two percent (2.0%) each year based on C+90/M-T. A one hundred dollar \n($100) flat payment will be paid per year for each year the employee remained at \nlongevity. \nG. Vertical movement (steps) on the salary schedule shall be limited in any year to one step. \nThere is no limit to column movement except movement beyond “C+36 or M” will \nrequire a Master’s degree. College/University credits must be accredited from one of the \nfollowing seven regional accreditations associations: The Middle States Commission on \nHigher Education; The New England Commission on Higher Education; The Higher \nLearning Commission; The Northwest Commission on Colleges and Universities; The \nSouthern Association of Colleges and Schools Commission on Colleges; The WASC Senior \nCollege and University Commission; or, The Accrediting Commission for Community \nand Junior Colleges, Western Association of Schools and Colleges. \nCourse approval may be requested prior to taking classes using the form posted on the \nDistrict website on the Forms page. Courses taken as part of a District internship will not \nbe excluded for salary column advancement. \nH. ATHLETIC DIRECTORS \nAthletic Directors are frequently required to be available when they are not near a \ndistrict phone. Employees in this role may submit receipts for cell phone and/or internet \nservice costs and shall be reimbursed up to five hundred dollars ($500) annually. The \nreceipts will be dated July 1 to June 30 for the same fiscal year in which reimbursement \nis requested. \n \n \n111 RETIREMENT CONTRIBUTIONS \nA Tier III members may request to roll over sick leave at their per diem rate to contribute to their \nDistrict-sponsored 403(b) or 457 supplemental retirement account in the amount defined below: \nTier III members with at least: \n\n10 \n \n• 13 sick days accrued may contribute up to one (1) sick day per year \n• 26 sick days accrued may contribute up to two (2) sick days per year \n• 100 sick days accrued may contribute up to three (3) sick days per year \nAnnual requests to roll sick leave into a supplemental retirement account must be received by \nthe District Business Office no later than May 1st on the District provided request form. Timely \nrequests will be processed between May 1st and May 31st. Exceptions may be granted after May \n1st if the employee will no longer be employed by KPBSD. \n \nB Beginning in FY27, employees who are unable to apply sick leave towards retirement in their re-\nspective Retirement System (TRS Tier III) and have twenty (20) school years of KPBSD service \nshall be paid for all unused sick leave accrued while employed by KPBSD into at sixty-seven (67%) \nof their per diem rate, upon death, resignation or retirement from the District. For the purposes \nof this section a school year is one hundred forty (140) days of employment. \n115 INITIAL PLACEMENT ON THE SALARY SCHEDULE \nThe initial salary schedule placement for employees will be determined by the Human Resources \nDepartment at the time of issuance of actual contracts. The following documents must be submitted to \nHR no later than November 1: \nA. Verification of previous service; \nB. Official transcripts that give evidence of the following: \n1. An earned bachelor’s degree; and \n2. Coursework and degrees completed after the earned bachelor’s degree; and \n3. Completion of a teacher education or special services program or, in the absence of a \ncompleted program, credits demonstrating the progress toward completion of the \nprogram. \nC. A copy of the employee’s current teaching certificate. \nCOLUMN PLACEMENT \nPlacement on the salary schedule will be based upon credits earned after completion of an accredited \nteacher education program or special services program, unless an advanced degree in the subject \narea relative to the employee’s certification was earned before the certificate was issued. \nCredits earned after completion of an accredited teacher education program or special services \nprogram will be evaluated by the Human Resources Department and must qualify under at least one \n\n11 \n \nof the following: \nA. taken as a part of a completed advanced degree; or \nB. relate to an immediate assignment. \nCandidates earning their teaching certificate through the MAT (Master of Arts in Teaching) Program \nwill be given credit for an advanced degree. \nCollege/University credits must be accredited from one of the following seven regional accreditation \nassociations: \nThe Middle States Commission on Higher Education; \nThe New England Commission on Higher Education; \nThe Higher Learning Commission; \nThe Northwest Commission on Colleges and Universities; \nThe Southern Association of Colleges and Schools Commission on Colleges; \nThe WASC Senior College and University Commission on Colleges; or, \nThe Accrediting Commission for Community and Junior Colleges, Western Association of \nSchools and Colleges. \nStep PLACEMENTPlacement on the salary schedule will recognize all creditable school experience \nearned with KPBSD and a maximum of twelve (12) full-time years of creditable school experience \nin a public school or accredited nonpublic school. \nA minimum of 140 full-time days must be worked as a contracted employee in a public school or in \nan accredited nonpublic school, wherein the employee was required to hold a valid certificate , to be \nconsidered creditable school experience. Partial years of service will not be recognized for salary \nschedule placement except for creditable school experience in Alaska as provided for in 4 AAC \n15.020. \nIn determining placement on the Salary Schedule, certificated employees other than teachers with \ncreditable school experience in public school or accredited nonpublic school shall be granted to the \nsame limit as applies when completing initial placement for teachers. Certificated employees other \nthan teachers, will also be eligible to apply non-educational institution experience. Non-educational \ninstitution experience shall be defined as work related to an employee’s assignment. \nAdditionally, fifty percent (50%) of all relevant in-district experience in a classified role earned in \nFY26 or later, including but not limited to, aides, tutors, and student support services assistants, \nwill be applied towards placement on the salary schedule, provided the employee transitions directly \nfrom a classified position at KPBSD to a position covered by this agreement. \n120 EXTRACURRICULAR PROGRAMS \nAn extracurricular program is defined as a separate contract for direct supervision outside of the \n\n12 \n \nworkday for an activity, club, or sport. There will be no payment for any student activity conducted \nsolely during the workday. \nAcceptance of an extracurricular contract is voluntary. Refusal to accept or willingness to perform an \nextracurricular contract shall have no bearing on continued building assignment or formal \nevaluation. \nA. The salaries and range assignments found the APPENDIX B: EXTRACURRICULAR RANGE \nASSIGNMENTS AND SALARY SCHEDULE, represent the amount to be paid by the School \nDistrict when the activity has been approved by the Board and the employee has fulfilled the \nactivity contract. \nB. No extracurricular salary will exceed or be less than the ranges specified except as provided \nunder the terms of this agreement. \nC. The following payment method shall be used for employees receiving an extracurricular \ncontract: \nA lump sum payment will be made at the end of the activity with the regular paycheck \nspecifying regular salary and extracurricular salary. Extracurricular pay shall not be paid \nearly by separate check. \nD. A separate contract addendum for each extracurricular activity will be issued. Contracts will \nbe issued prior to the beginning of the activity. \nE. When dividing a single activity between two or more sponsors, the salary shall be prorated \nbetween/among them. \nF. In the event the Board adds a new activity or program to the extracurricular agreement, or \nsignificantly redefines an existing activity, the range for this new or redefined activity will be \ncommensurate with equal or similar activities. \nG. Providing the status of an extracurricular program is known, if a sponsor of an \nextracurricular activity is not to be rehired for the subsequent year, the sponsor will be \nnotified in writing before the last day of the school term. \nH. As positions to sponsor/coach extracurricular activities become vacant, positions will first \nbe noticed to certificated and support staff within their respective buildings for a minimum \nof five (5) working days. Building employees who are interested shall be interviewed, with \npriority consideration given to academic relationships. If not filled by a qualified candidate \nwithin the building, the position will be advertised outside the building. Current employees \noutside the building will be guaranteed the opportunity to interview as part of the normal \nprocess for advertised positions. Priority consideration will be given to qualified KPBSD \nemployees. \n \n\n13 \n \n \n135 MILEAGE REIMBURSEMENT RATE \nFor all employees whose duties require automobile travel, as determined by the Superintendent, the \nmileage reimbursement rate shall be per Board policy. (See www.gsa.gov). \n140 DISCRETIONAL MATERIALS \nThe School Board shall allocate a discretional material fund in the amount of two hundred seventy-\nfive dollars ($275) per employee annually to be used by classroom teachers, librarians, and \ncounselors for incidental instructional materials. Half-time employees shall receive one-half the \namount allocated to full-time employees. Any monies not utilized by May 1 will revert to the school’s \ngeneral fund. \nThe form to apply for this discretional reimbursement can be found on the District website on the \nForms page. \n150 VANDALISM \nThe Borough has a policy that may provide coverage for vandalism of employees’ personal property. \nThe School Board shall not be responsible for the reimbursement of any employee personal property \nwhich may be stolen, destroyed or maliciously damaged while being used in District schools, except \nin the event the personal property is medically necessary. The district shall reimburse employees for \ndamaged medically necessary personal property, so long as reasonable precautions have been taken \nto ensure protection of said property. \n210 HEALTH CARE \n1. Health Care Plan Committee (HCPC): \nA Health Care Plan Committee (HCPC) shall be composed of four (4) representatives selected by the \nKenai Peninsula Education Association, three (3) representatives selected by the Kenai Peninsula \nEducation Support Association, one (1) representative selected by the Kenai Peninsula Administrator \nAssociation, and three (3) current employee representatives selected by the Superintendent. All \nvoting representatives must be either elected representatives of their respective Association or \nparticipants of the health care plan. The Plan Administrator and Benefits Manager are non-voting \nadvisors to the committee. The HCPC shall select a chairperson from its committee of voting \nmembers. \n\n14 \n \nA quorum for the meetings shall require no fewer than nine (9) committee members. The HCPC will \nconduct a formal vote on any matter that could impact the cost or benefits of the health care program \nor on any matter that would require a change in the summary plan description. Formal votes shall \nrequire an eighty percent (80%) vote of the total voting committee members to pass. \nThe committee shall annually review by-laws in September of each year unless the committee deems \nthat an alternate time would be better. The committee will meet monthly unless this is changed by \nthe committee members in accordance with the committee’s by-laws. \nThe HCPC shall be empowered to determine health care benefits different from benefits in the plan \nin place on January 1, 2025. The committee will determine and control the health care program for all \nDistrict employees covered by the program during the term of this agreement including but not \nlimited to the following: benefits and coverage provided, cost containment measures, preferred \nprovider programs, co-payment provisions, evaluating other health insurance programs, and \nimplementing any wellness measures it deems beneficial to employees and the health care program. \nYear-to-date fees associated with Brokers and Third-Party Administration shall be shared with the \ncommittee at each meeting. \nThe District may issue a Request for Proposal (RFP) for health care insurance providers \nindependently or shall do so at the direction of the HCPC. Any proposals received by the District \nshall be presented to and reviewed by the HCPC at the subsequent meeting. The District shall take \nall necessary and reasonable steps required by the quoting agency to ensure fair and transparent \naccess to quotes from any quoting agency. The HCPC will evaluate the need for future RFP’s annually. \nThe District shall not be required to adopt changes made by the HCPC which would result in violations \nof established laws or regulations. \nThe HCPC shall be advisory to matters related to Broker selection, Third (3rd) Party Administration \nand Stop-Loss insurance. \nThe District agrees to work with the HCPC to provide reasonable time for meetings and provide \nadequate support, including an expert health care consultant for plan design. Administrative leave \nwill be provided for all participants. \n2. General Conditions: \nBenefits are afforded to the employee, spouse and all eligible dependents. All benefits are subject to \nthe terms, conditions, limitations, and definitions contained in the Plan Document, and Summary \nPlan Description (SPD), which shall govern in the event of any conflict. \nAs of November 7, 2016, all employees who work thirty (30) or more hours per week or at least .75 \nFTE are eligible for year-round health benefits and are required, as a condition of employment, to \nparticipate in the KPBSD health plan. Any employee who as of November 7, 2016, has been working \nbetween twenty (20) and thirty (30) hours per week or between .50 and .75 FTE, and has previously \nbeen receiving health benefits, shall be grand parented as eligible for health benefits for the \nremaining length of time they are employed by the District. \n\n15 \n \nEmployees who have alternative health insurance coverage meeting the minimum ACA requirements \nmay elect to waive their entitlement to District provided health insurance coverage. \nA flexible benefit account program, under the provision of Section 125 of the Internal Revenue Code, \nwill continue. \nDental and vision benefits shall be provided separately from medical and prescription benefits. \nEmployees may elect not to receive dental and vision coverage. The cost of the dental and vision \nbenefits shall be included in the calculation of the employer and employee contribution amounts. \nThe employer and employee contributions will be the same for an employee who receives dental and \nvision coverage as it is for an employee who elects not to receive dental and vision coverage. \n3. Self-Funded Health Plan Costs \nThe District health care program is currently self-funded. Program costs are solely a product of \nadministrative expenses and actual claims experience as reported in the District’s Comprehensive \nAnnual Financial Report. \nTotal District dollar share of health plan costs is calculated based on the negotiated District \npercentage as applied to actual plan costs. The District will make contributions to the health care \nprogram for each participant on a 12-month basis. \nNinety percent (90%) of the health care costs are paid by the District. \nTen percent (10%) of the health care costs are paid by the employees. \n \n \n \n \n \n \n4. Health Care Plan Description \nEmployees have the option of either a Health Reimbursement Arrangement (HRA) or a Health \nSavings Account (HSA). \nThe HDHP will offer four healthcare plan tiers. The tiers will be: Employee Only, Employee and \nSpouse, Employee and Children, and Employee and Family. \n\n16 \n \nEmployee premium rates for each tier shall be set annually and made available on the District website \nat https://employees.kpbsd.org/health-care-plan prior to the annual open enrollment period. \nSelection of employee tier for the following calendar year will be made during the November 15 – \nDecember 15 Open Enrollment period, to begin on January 1, or during a special enrollment period \nas required by a qualifying event. \nEmployees who are married to another KPBSD employee, or who are a dependent child under age \n26 of another KPBSD employee, may choose to waive their own District-provided health insurance \nand be covered together under a single policy with the appropriate tier. \n \nHigh Deductible Health Plan \n(90%/10%) \n HRA Plan HSA Plan \nDeductible $1,500 / Individual \n$3,000 / Family \n$1,700 / Individual \n$3,400 / Family \nOut of Pocket \nMaximum \n(Not including \ndeductible) \n \n$2,000 / Individual \n$4,000 / Family \n \n$2,000 / Individual \n$4,000 / Family \nHRA or HSA \nContribution \nS800/ Year \n$1,000/Year per covered employee \n$800/ Year \n$1,000/Year per covered employee \n \nThe District shall make an annual contribution, per covered employee, of one thousand dollars \n($1,000) to each employee’s HRA or HSA, up to allowable IRS limits. When two or more employees \nare covered under the same policy, the policy-holder shall receive an annual contribution equal to \none thousand dollars ($1,000) per employee covered on the policy, up to allowable IRS limits. \nA health care subcommittee comprised of KPEA, KPESA, and KPAA HCPC representatives, shall \ndetermine the employee contribution amount. \nEmployee Health Care Reserve Account: The existing employee health care reserve account shall be \nmaintained. Any interest gained on this account shall be retained in this account. Seven hundred fifty \nthousand dollars ($750,000) of the employee health care reserve account shall be set aside for use at \nyear end for payment of the employee portion of program costs that exceed employee deposits. If the \n\n17 \n \nemployee health care reserve falls below $750,000, an amount needed to replenish the fund to \n$750,000 will be calculated by the sub-committee and added to the employee’s annual rate in the \nfollowing year prior to the open enrollment period. Any amount in the employee health care reserve \nexceeding the $750,000 balance will be used to offset future employee costs as determined by the \nsub-committee. \nThe HCPC subcommittee of Association health care committee representatives (KPEA, KPESA, and \nKPAA) will have the authority to address the usage of any amount remaining above the $750,000 \nrequirement stated above. These monies can be used to pay down the employee share of the health \ncare employee contribution, reduce employee premiums for the following year, or may remain in the \nEmployee Health Care Reserve account to pay down future costs or overages. \n*Guidelines involving “qualifying event” and “pre-existing conditions” will be followed in accordance \nto the health plan document, which is available at: \nhttps://www.kpbsd.k12.ak.us/employees.aspx?id=5232. \nThe District shall maintain a “reward” system to protect the plan from inaccurate charges by Service \nProviders. The District and employee shall evenly divide any monetary benefits resulting from the \ncorrection of such charges. Errors made by the plan administrator are ineligible for this reward. \n5. Plan/Benefit Changes \nThe HDHP in place at the time of ratification shall continue, with the following exceptions. Changes \nto these exceptions or any other term specified in this agreement (deductible, HRA/HSA \ncontributions, premium cost-sharing, etc.) may not be modified by the HCPC unless the parties agree \nto an MOU. Effective January 1. 2027: \n• Physician services received from providers not in the KPBSD Health Plan PPO network will be \nreimbursed at a flat sixty percent (60%) benefit level. Payments for such non-PPO physician \nservices will not apply toward the participant's out-of-pocket maximum. These penalties shall \nbe waived if current information about PPO providers is inaccurate or unavailable. The HCPC \nwill have authority to assist in the implementation of this provision (such as identifying PPO \nproviders). \n• Dental Basic Care Benefit will change to eighty percent (80%). \n• The fourth quarter deductible will no longer rollover for HRA plans. \n• Employees will accrue two (2) additional days of leave per procedure completed using \nTranscarent. \n \n6. Implementation Timeline \nDue to the logistics of implementing plan changes for FY26, this Article/Section shall not be \nretroactive, except the following shall apply: \n• A special open enrollment period will be available in November/December 2026. for coverage \n\n18 \n \nto start on January 1, 2027. \n• Existing employees that were participants in the healthcare plan for at least six (6) months \nduring FY26 will receive a one-time payment in September 2026 of one thousand dollars \n($1000). This will be paid on the September 2026 paycheck. \n220 LIABILITY INSURANCE \nThe Board shall provide each certificated employee with at least five-hundred thousand dollars \n($500,000) of tort liability insurance. This insurance shall cover all potential liabilities, including \nattorney fees, which occur in the scope of their employment (except suits against the District or \nanother District employee). Protection from liability suits arising from assigned duties, or through \nsupervision of extracurricular activities shall be specific items contained in the policy. \n221 ON THE JOB INJURY \nA. WORKERS’ COMPENSATION \n1. The School District, being required by law to carry worker’s compensation insurance on all \nemployees, agrees to cover those accidents that happen while an employee is on the job or in \nany function in compliance with a direct order by a supervisor(s). \n2. A worker’s compensation report must be filed in the District Office within forty-eight (48) hours \nof a compensatory accident. Forms shall be available in all school offices. \n3. The employee has two compensation options during any absence in conjunction with a work-\nrelated injury. \na. The employee may choose to take worker’s compensation payments in lieu of a salary \nbenefit and retain accrued sick leave. The worker’s compensation benefit will always be \nlower than the sick leave benefit. \nb. The employee may choose to take worker’s compensation payments and receive, \nthrough use of sick leave, additional wages up to the employee’s normal gross wage. \n4. An employee on worker’s compensation shall accrue all leave benefits available for that \nposition. \nB. AMERICANS WITH DISABILITIES ACT (ADA) \nThe parties acknowledge that the District must comply with the Americans with Disabilities Act \n(ADA) and other statutes prohibiting discrimination due to an employee's disability. It is \nspecifically recognized that the District may need to permanently or temporarily reassign or \n\n19 \n \nreemploy employees who have sustained work-related injuries and who are physically restricted, \neither temporarily or permanently, from returning to pre- injury job descriptions, \nC. ASSAULT \n \nIf an employee experiences a work-related injury due to an assault, the employee may file for \nworkers' compensation benefits under this section. \nIf an assault occurs during the course of performing the employee's job duties, upon request, the \nemployee shall be granted a meeting with the District to discuss what support is available, which \nmay include, but is not limited to: \n \na. Reporting the assault to local law enforcement; \nb. Accessing Worker's Compensation; and/or \nc. Establishing a safety plan for the employee moving forward. \n \nIn the case of assault by a student, the District shall investigate and determine steps to ensure the \nstudent’s appropriate and safe placement moving forward; which may include the establishment \nof a safety plan for the student. \n \n230 LIFE INSURANCE \nA. Life insurance coverage in an amount equal to two times the employee’s annual salary \nrounded to the next highest thousand will be provided by the District at no cost to all eligible \nemployees. An employee may increase coverage to a maximum of double the employee’s \nannual salary by paying the additional premium. In the event of accidental death, the \ninsurance shall pay double the specified amount. \nB. It is the employee’s responsibility to sign and return the application card. All employees will \ncomplete and have on file in the Accounting Office a listing of beneficiaries. \nC. Ten thousand dollars ($10,000) of term life insurance shall be provided for the spouse of the \nemployee at no additional cost to the employee. This ten thousand dollar ($10,000) coverage \ndoes not apply when both husband and wife are employees of the School District. \nD. Dependent coverage (optional): Dependent benefits, are as described by the carrier. The cost \nto the employee shall not exceed the per month premium rate established by carrier and \nshall cover all listed dependents. \nE. Conversion provisions: Any employee may obtain, within thirty (30) calendar days after \nseparation (for any reason), an individual policy without a physical examination, subject to \n\n20 \n \nprovisions and rates established by the insurance carrier. \n232 INSURANCE DURING APPROVED LEAVES \nAll employees on any Board approved leave shall be afforded the opportunity to continue at their \nown expense, participation in any insurance program to which the emloyee was entitled as an \nemployee under contract. \n305 INSTRUCTIONAL LEAVE \nAll employees of the District may be excused one (1) day for instructional leave, based on the \nemployee’s FTE, without loss of pay, upon application to and prior approval of the Superintendent. \nInstructional leave days shall be used to enhance the employee’s current assignment, and may include \nobserving or collaborating with other teachers. Leave days granted for work-related activity at the \ndirection of the Administration shall not affect instructional leave. \nLeave not used by employees at the end of the fiscal year shall be placed into an instructional leave \nbank (Section 306), not to exceed 150 days. \n306 INSTRUCTIONAL LEAVE BANK \nUnused instructional leave (Section 305) at the end of the fiscal year shall be placed into an \ninstructional leave bank, not to exceed 150 days. \nThe instructional leave bank will provide an opportunity for a tenured, certificated employee of the \nKenai Peninsula Borough School District to apply for up to five (5) days leave, based on the employee’s \nFTE, per year to receive state or national professional awards or recognition, to pursue professional \ndevelopment in the form of attending or presenting at educational conferences, to present at \ngraduation, or to participate in non-district educational work such as professional association work \n(excluding labor association). Non-tenured, certificated staff may apply for up to two (2) days’ leave \nper year, based on the employee’s FTE, to receive state or national professional awards or \nrecognition, or to present at an educational conference. The list of awards and recognitions shall be \nmutually developed on an on-going basis. \nUpon applying for leave from the instructional leave bank to attend or present at a conference, the \nemployee must submit documentation (agenda, brochure, etc.) that describes the conference for \nwhich the leave is requested, to support how it relates to the employee’s career. The days in the leave \nbank will be approved according to the instructional leave bank guidelines. An employee receiving \ndays from the instructional leave bank may not request further days until the following year. \n\n21 \n \nA. APPLICATION PROCESS: \n1. Electronic applications to the instructional leave bank shall be completed, printed, and \nsigned by the employee at least forty-five (45) days in advance of the requested leave or \nno later than the 15\nth\n of the month prior to the conference. The instructional leave bank \napplication shall then be forwarded by the employee to the immediate supervisor for \nsignature. The signed application form shall be forwarded by the employee to KPEA \nPresident for further action or approval. The application can be found on the District \nForms page. \n2. Upon approval by the KPEA Executive Board, the application shall be forwarded to the \nDistrict for further action or approval. \n3. Should the District and KPEA not agree on the employee’s requested use of the \ninstructional leave bank, the employee may request a meeting with a District and a KPEA \nrepresentative for final appeal. Final approval of the application will not be granted unless \nthe District and KPEA reach consensus. \n4. The District shall notify the employee of the final action. If the bank request is approved \nby KPEA and the District, it shall be forwarded to payroll for action. \n307 LEGAL LEAVE \nA. If a suit is brought against an employee for actions taken within Board policy and the scope \nof the employee’s employment, the employee shall be entitled to leave with pay for any \nperiods of work which are missed as a result of legally participating in such proceedings if \ndirected by the Board Attorney. \nB. If an employee misses work because of jury duty, or is required by subpoena to give testimony \nbefore a judicial or administrative tribunal in a proceeding in which the employee is not a \nparty, i.e., plaintiff, defendant, etc., the employee shall be paid their normal compensation \nfor any periods of work so missed. Any compensation issued to the employee by the legal \nsystem will not be submitted to the district. \n310 CAREER DEVELOPMENT \nThe Career Development program shall be funded annually at 1.0 times the average salary for the \nterm of this Agreement. The average salary shall be defined as the average of the highest and the \nlowest cells of the salary schedule. All unexpended funds up to $10,000 shall roll forward to the \nsubsequent fiscal year for the Career Development program. Funds may be granted at the discretion \nof the Association Career Development Grant committee, and may be used to support professional \nlearning and development, including for membership in professional associations (not including \n\n22 \n \nlabor unions). For career development grants, use the application on the District Forms page. \n320 PERSONAL LEAVE \nEmployees shall have five (5) days personal leave per year cumulative to ten (10). Except in situations \nin which the building administrator and the Superintendent consider extenuating, personal leave will \nnot be granted during the first two (2) weeks or the last two (2) weeks of the school year. When \npersonal leave has been exhausted, employees may purchase one (1) additional day of personal leave \nper year at the rate of $250.00, which is deducted from their next paycheck. This additional day may \nnot be cashed out. \nUnused personal leave may be cashed in at the end of the school year per the following guidelines: No \nmore than four (4) days per year may be cashed in. The value of each day will be equivalent to the \nemployee’s per diem. A request must be received by payroll on or before May 31. \nPersonal days that are requested and then not used may be reissued after written application (on the \nform) to the Human Resources Office. Application shall be made within thirty (30) days of the unused \npersonal day. \nEmployees formally retiring from the education profession with vested service in the Alaska \nTeacher’s Retirement System may: \nA. receive a cash settlement for their accrued personal leave days. This amount shall be the number \nof accrued personal leave days times their per diem rate; or \nB. may submit a request no later than November 1 to exchange up to seven (7) personal leave days \nfor a contract extension for site level approved projects. The remainder of personal leave would be \neligible for cash out at the per diem rate. \n325 PERSONAL AND SICK LEAVE FOR LESS THAN FULL-TIME EMPLOYEES \nEmployees on half-time contracts shall receive only five (5) half-days personal leave and twelve (12) \nhalf-days sick leave. These benefits for other employees working more than one half-time will be \nprorated to the proportion of their contract. \n330 CIVIC LEAVE \nThe Superintendent shall grant a leave without pay to any employee to campaign, or serve, in a public \noffice, including positions on a tribal council, not to exceed ten (10) employees at any time. Unpaid \nleave shall be granted, not to exceed five (5) days, for an employee to campaign for a candidate for a \npublic office, including positions on a tribal council, other than themselves. \n\n23 \n \nEmployees on leave without pay under this section for 90 days or more shall have the option to \nreturn to the same position and/or site they had when requesting the leave. \nFor state legislators, the terms of AS 14.25.560 shall apply. \n335 SABBATICAL LEAVE \nA sabbatical leave may be granted for up to four (4) employees per year by the School Board for \neducational purposes including study in another area of specialization. To be eligible, an applicant \nmust have completed at least seven (7) full years of service in the District. (AS 14.20.280) \nA. Employees requesting sabbatical leave must complete the sabbatical leave form and submit \na copy in writing no later than February 1 to the KPEA President and the Superintendent. \nAction must be taken by the School Board on all such requests no later than April 1 of the \nschool year preceding the school year for which the sabbatical leave is requested. \nB. The School Board reserves the right to pay the recipient in terms of compensation and/or \npayments of benefits. The recipient reserves the right to accept or reject the terms of the \nsabbatical leave. On approval of sabbatical leave the employee is encouraged to contact the \nHuman Resources Department for clarification of the Board approved terms prior to \naccepting the sabbatical leave. \nC. Notification of return from sabbatical leave must be given to the Superintendent in writing \nand postmarked on or before February 1. \nD. Upon return from sabbatical leave, an employee shall be placed on salary schedule at the \nlevel the employee would have achieved had the employee remained actively employed in \nthe District during the period of absence. \n339 AUTOMATED SUBSTITUTE SYSTEM \nThe District will maintain an automated substitute system for certified employees.* Excluded from \nthe automated substitute system shall be employees at: Port Graham, Nanwalek, Hope, Seldovia, and \nTyonek. \n340 SICK LEAVE \nThe District shall credit, without limit, sick leave with pay to all employees in a manner consistent \nwith AS 14.14.107 as amended, Title 4 Alaska Administrative Code 4 AAC 15.040, and at a rate not \nless than one and one-third (1-1/3) days per month and consistent with the following provisions: \nA. All employees shall be allowed to choose provisions of either the Alaska or Federal Family \n\n24 \n \nMedical Leave Acts, based on their eligibility for the FML. \nB. An employee may use accrued sick leave for leave due to personal injury or illness, accident, \nor medical, dental, or optical appointments. \nC. Employees will be eligible for sick leave due to personal disability caused or contributed to \nby pregnancy in the same manner as all other disabilities. \nD. A maximum of ten (10) days of sick leave per incident shall be granted to an employee for \nthe death, illness, or welfare of a person in the employee’s immediate family. Employees may \nbe eligible to use additional leave under provision A of Section 340, and should contact \nHuman Resources for more information. For leave of more than five (5) days, the District \nshall require a written statement from a licensed physician or practitioner. \nE. A maximum of three (3) days of sick leave may be used for parental purposes within the \nfirst week of the birth or adoption of a child. Employees may be eligible to use additional \nleave under provision A of Section 340, and should contact Human Resources for more \ninformation. \nF. All leaves contained in this section shall be subtracted from the employee’s sick leave \nallowance. A minimum of one hour will be used for each absence. Absences that exceed 1 \nhour will be recorded in 15 minute increments. \nG. For purposes of this section, members of the immediate family include spouse, fiancé, \nfiancée, domestic partner, parent, child, sibling, child-in-law, son-in-law, daughter-in-law, \nparent-in-law, grandparent, grandchild, guardian, and ward. \nH. Due to extenuating circumstances, exceptions to any of the provisions contained in this \nsection may be granted at the discretion of the Superintendent. \nI. No past decisions regarding sick leave will be considered as precedent. \nJ. After sick leave use exceeding three (3) consecutive days, and upon request by the District, \nthe employee will submit proof that the leave was for approved purpose. \nK. Employees with no accrued sick leave on their first contracted work day may run a negative \nsick leave balance up to six (6) days through December. Any remaining negative sick leave \nbalance shall be adjusted as a loss of pay on the January pay check. \nL. SICK LEAVE AS EMERGENCY LEAVE \nAt the discretion of the Superintendent or designee, up to three (3) days of sick leave may \nbe used for emergencies under the following conditions: \nEmergencies are defined as situations that are suddenly precipitated or of such nature that \npreplanning could not relieve the necessity of the employee’s absence. Further, such \nsituations must be of major importance and not be of mere convenience. However, the \n\n25 \n \nDistrict and Association recognize that travel in and out of Alaska is unpredictable and \nweather and mechanical delays may prevent an employee from returning to work on time. \nWithin five (5) working days of the employee’s return from emergency leave, the employee \nwill, in writing to the Superintendent or designee, explain the need to use sick leave as \nemergency leave, and provide any available and appropriate documentation. \n341 SICK LEAVE BANK \nA. ADMINISTRATION \nThe sick leave bank will be administered in accordance with AS 14.14.105 and as follows: \n1. Sick leave bank withdrawal requests will be based on employee’s personal medical necessity \nonly and when ten or more consecutive days of absence will occur. \n2. Sick leave days from the bank may be granted only when the number of sick leave days \naccumulated by the employee has been exhausted. \n3. Withdrawals may be made for up to twice the number of sick days accumulated before the first \nday of school of the current school year, or 24 days, whichever is greater. \n4. The employee is not automatically entitled to the number of days for which he may be eligible. \n5. Bank withdrawals shall not be granted for child rearing or elective surgery that could be \nperformed during vacations. \n6. Unless otherwise mutually agreed, bank withdrawals shall be granted on one time per year for \nthe same illness. \n7. Employees beginning service with the District shall contribute one (1) day to the bank, \nimmediately following the January pay period or the first accumulated day thereafter. When the \nbank drops below 250 days each employee shall contribute one (1) day to the bank. The day shall \nbe taken at the pay period following the drop in bank days below 250. If no day is available for \ncontribution, the first accumulated day thereafter shall be contributed. \n8. Employees formally retiring from Alaska TRS shall not be required to contribute to the sick leave \nbank in their last year of employment if the District is notified no later than January 15. \n9. Within ten (10) days of the end of the Quarter, as listed on the Board Calendar, the District will \ngenerate a report listing days used by the sick bank recipients, and the current number of reserve \ndays. \nB. APPLICATION PROCESS \n1. Employees may apply to the sick leave bank prior to exhausting their own sick leave. \n\n26 \n \n2. Applications to the sick bank shall be completed by the employee and forwarded to the \nHuman Resources Office for review of accuracy and completion. Applications can be found \non the District Forms page. \n3. Complete applications in accordance with sick bank rules, will be forwarded to KPEA, for their \nreview and recommendation. \n4. Applications will be returned to the Human Resources Office for action. Should the District and \nKPEA not agree, no action will be taken until consensus can be reached. \n5. If the application for sick leave bank days is granted, the days will become available when the \nemployee’s own sick leave has been exhausted and when ten or more consecutive days of \nabsence has occurred. \n6. Withdrawal requests shall be based on the employee’s personal medical necessity and be \naccompanied by a medical recommendation. The KPEA Executive Board and/or the District \nmay request a second opinion. \n7. A copy of the final action shall be sent to the employee and KPEA. If the bank request is \napproved by the District, it shall be forwarded to payroll for action. \n342 USE OF SICK LEAVE FOR BEREAVEMENT \nAccrued sick leave may be used for bereavement in the event of a death in the immediate family for \na maximum of ten (10) school days; in the event of a death of a spouse, fiancé, fiancée, domestic \npartner, or child, a maximum of thirty (30) school days. This leave must begin within thirty (30) days \nof the death of the immediate family member. \nFor purposes of this section only, immediate family is defined as (including in-law and step \nrelationships) parent, spouse, fiancé, fiancée, domestic partner, parent’s sibling, first cousin, child, \nsibling, grandchild, grandparent, guardian, ward, and dependents living in the household. \nIn the event of the death of a colleague or student, the employee may use up to eight hours of the \nemployee’s accrued sick leave to attend a funeral or memorial service. The employee may claim on \nthe employee’s timesheet up to four hours of this leave from the sick leave bank. \nExceptions to the provisions contained in this section may be granted upon submission of the request \nto the Superintendent. \nUpon request by the District, the employee will submit proof that the leave was used for the approved \npurpose. For the purposes of this section, acceptable proof includes but is not limited to an obituary, \na funeral program, a prayer card, or verifiable details including date of death, city of death, and \nrelationship to the deceased. \n\n27 \n \n343 DONATIONS OF SICK LEAVE \nMembers shall be allowed to donate sick leave to and receive donations of sick leave from leave \neligible members subject to the following conditions: \nA. Each member wishing to donate sick leave will fill out, date and sign a leave donation form \nshowing the amount of leave to be donated. The donating member must maintain a \nminimum of 10 days sick leave in their account (except as specified in H). The leave donation \nfrom shall specify the recipient of the donated leave, either an individual or the Sick Leave \nBank. \nB. The Association will be responsible for gathering all leave donations to be forwarded to the \nDistrict. Leave donations will become available during the pay period in which the \nAssociation approved donation is received by the HR department. \nC. With the exception of provisions in item I, the total amount of leave credited to the recipient’s \ndonated leave account shall not exceed 20 days per school year. Donated leave may not be \nused until all accrued sick leave and sick leave bank appropriations have been exhausted. \nD. The donation cannot be withdrawn, modified or otherwise returned to the donor’s leave \naccount. \nE. Coercion of members to donate sick leave to another member is prohibited. \nF. Any unused leave by a member who has received donated sick leave, shall be forwarded to \nthe sick leave bank at the end of the following school year. \nG. The District shall provide, on an annual basis, a donated leave report to the Association \nreflecting donated leave activity. \nH. A resigning/retiring employee is eligible to donate their sick leave balance down to zero on \nthe last day of their active KPBSD employment, provided the form is forwarded to the \nDistrict prior to or on the employee’s last day of their active KPBSD employment. Leave may \nbe donated to the sick leave bank or directly to another employee. \nI. Immediate family members have the right to donate and receive an unlimited amount of \nsick leave days, keeping a 10 day balance in their account, to and from immediate family \nmembers. For purposes of this section only, immediate family is defined as (including in-\nlaw and step relationships) parent, spouse, fiancé, fiancée, domestic partner, parent’s \nsibling, first cousin, child, sibling, grandchild, grandparent, guardian, ward, and dependents \nliving in the household. Additions to this list may be made by the superintendent. \n\n28 \n \n345 UNPAID LEAVE OF ABSENCE \nA. Any employee may, upon written request to the Superintendent and with approval of the \nSchool Board, be granted an unpaid leave of absence for illness, professional study, or for \npersonal reasons; however, it is the policy of the School Board not to grant leaves in excess of \nfive (5) percent of the certificated staff each year. Unpaid leaves of absence may be granted \nonly to employees who have completed five (5) consecutive full-time years of service in the \nDistrict. \nB. Short leaves of two (2) weeks or less may be approved for extenuating circumstances by the \nSuperintendent, without School Board approval, after submission of request to the \nSuperintendent by the building administrator. \nC. Employees, when granted unpaid leaves of absence, will not be guaranteed immediate \nemployment upon their return unless they return to duty on the first day of the school year. \nNotification of such return must be given to the Superintendent in writing and postmarked \non or before February 1. \nD. Employees, when granted leaves of absence for an advanced education degree, or an illness, \nshall have the option to return to the same position and/or site they had when requesting \nthe leave. Leave granted for any other reason will result in assignment as determined by the \nSuperintendent. \nE. Unpaid leaves of absence may be granted for one (1) year at a time without pay and may be \nsubject to renewal in the cases of military duty. Any employee who chooses to remain in the \nmilitary service longer than six (6) months after becoming eligible for discharge shall forfeit \nall rights to reinstatement. \nF. If an employee on unpaid leave of absence remains away from duty beyond the expiration \ndate of the employee’s leave or renewal, the employee’s position shall be vacated by such \nfailure to return. \nG. Emergency leave may be granted to an employee at the discretion of the Superintendent. \nH. Unpaid leave of absence, when granted for gaining an additional educational degree, shall \nallow the employee the option of paying into the teacher retirement system. Refer to AS \n14.20.345.D. \nI. Criteria for granting one-half (1/2) or one (1) year leave shall be applied equally and \nequitably to all employees. \n346 LEAVE OF ABSENCE FOR RESERVE OR AUXILIARY MEMBERS OF ARMED \n\n29 \n \nFORCES. (AS 39.20.340) \nA. An employee who is a member of a reserve or auxiliary component of the United States \nArmed Forces is entitled to a leave of absence without loss of pay, time or efficiency rating on \nall days during which the employee is ordered to training duty, as distinguished from active \nduty, with troops or at field exercises, or for instruction, or when under direct military \ncontrol in the performance of a search and rescue mission. The leave of absence may not \nexceed 16 1/2 working days in any 12-month period. If the military pay is less than the \nemployee’s normal gross wage, the employee will be compensated up to the employee’s \nnormal gross wage from the District. \nB. If an employee is called to active duty by the governor, an employee otherwise qualified \nunder (A) of this section is entitled to five days leave of absence without loss of pay, time, or \nefficiency rating. \nC. If the School District employee has the option to serve military duty when school is not in \nsession, the employee shall elect that option. \n405 ADDITIONAL EDUCATIONAL EMPLOYMENT \nA. The decision to grant an extended contract shall be made by the Superintendent, with \nreference to building recommendation and the building budget. The salary for an extended \ncontract shall be computed and paid at the employee’s per diem or prorated per diem rate. \nThe employee may accept or reject the extended contract. \nB. Any mandated training must occur within the KPBSD adopted school calendar or within five \n(5) work days before or after the KPBSD adopted calendar(s) and shall be paid at the \nemployee’s per diem rate or prorated per diem rate. \nC. The salary for any other additional educational employment shall be paid at the employee’s \nper diem rate or prorated per diem rate. \nD. Upon agreement between the employee and the School District, employees may be \ncontracted for special projects. Such contracts shall be voluntary. \n410 INVOLUNTARY TRANSFERS \nWhen involuntary transfer or reassignment is necessary, an individual’s area of competence, \nmajor/minor field of study, length of service in the District, and other relevant factors including, \namong other things, State and/or Federal laws, rules, regulations or administrative directives shall \nbe considered in determining which employee is to be transferred or reassigned. \n\n30 \n \nAn involuntary transfer or reassignment shall be made only after a meeting between the individual \ninvolved, the immediate supervisor, and Human Resources. The involved individual shall always be \nable to request attendance at the meeting by a KPEA representative. At the meeting, the individual \nshall be notified of the reason for transfer. If an employee is involuntarily transferred more than \ntwenty (20) miles from the employee’s place of residence moving expenses shall be paid in accordance \nwith A.S. 14.20.148. No employee shall be involuntarily transferred for arbitrary or capricious \nreasons. \nEmployees being involuntarily transferred due to declining enrollment will be informed of \nappropriate vacancies known at the time the transfer decision is being made. Employees will be able \nto indicate their preference of assignment. If possible, the employee being involuntarily transferred \nwill visit the new assignment prior to transfer. \nAn employee transferred due to declining enrollment shall have first right of refusal if the position is \nreinstated at the school from which the employee was transferred. Involuntarily transferred \nemployees shall notify the District of their intent to return to the site by applying for available \npositions. Employees shall retain this right of refusal for 18 months from the date of involuntary \ntransfer. \n411 VOLUNTARY TRANSFERS \nTenured employees who desire to transfer to another building may file an application for the open \nposition. Voluntary transfer requests shall remain active and in effect until May 31st. Tenured \nemployees will be granted interviews. Transfers shall be made based on decisions by the building \nadministrators and Human Resources. \nAfter May 31st all tenured employees transfer application requests will become null/void. Individuals \nmay then apply for positions which are open but are not guaranteed an interview. Requests for \ninterviews and transfers shall be made on a case-by-case basis through the building administrators \nand Human Resources. \nIn the consideration of requests for voluntary transfer, the wishes of the individual shall be honored to \nthe extent that the transfer does not conflict with the instructional requirements and best interests of \nthe school system. Criteria will include: the wishes of the individual, individual qualifications, \ninstructional requirements, and length of service in the School District. In order to be eligible for a \nvoluntary transfer, an employee must have obtained tenure except in situations that the \nSuperintendent deems to be extenuating. An employee whose transfer request is not granted shall \nupon written request to Human Resources, be provided with the reasons for the denial, in writing. \nAfter August 1, the School District shall, upon request from KPEA, make a list available which includes \nvacancies, existing positions filled for the coming year, the names of persons reassigned, transferred, \nand newly appointed and the positions which they have been given. The list may be updated upon \nrequest. KPEA shall be responsible for the distribution of said list to buildings. \n\n31 \n \n415 STUDENT DISCIPLINE PROCEDURE \nWhen in the judgment of an employee, a student discipline matter requires the attention of the unit \nadministrator, the unit administrator or designee after being informed of the desire for a conference \nby the employee, shall arrange, as soon as possible, for a conference between the employee and the \nadministrator or designee to discuss the problem and to assist the employee in developing a solution \nfor the student discipline problem. \nAdministrators will be especially aware of discipline problems involving verbal and/or physical abuse \nand will respond accordingly, making sure they have done their best to ensure safety for all employees \nand students. \n420 DUTY-FREE LUNCH \nEvery governing body shall allow its employees in school facilities with four or more employees a \ndaily duty-free mealtime of at least thirty (30) consecutive minutes reasonably scheduled during the \nmiddle of the employee’s work day (AS 14.20.097), exclusive of a total of five minutes passing time \nas determined by the principal, except in case of an emergency. An employee shall be free during this \ntime to leave the building after informing the unit supervisor or designee. The unit administration \nwill be responsible for implementation of the duty-free lunch. \n425 SCHOOL CLOSURES \nIn the event that it becomes necessary to close the school(s) because of inclement weather, volcanic \ndisruption or other acts of God, the District Administration shall make every attempt to notify the \nappropriate media services. \nNo employee shall be required to remain on a campus after the District has given notification to close \nthe employee’s work site because of hazardous health and safety conditions. Employees may be \nassigned to another work site. Employees shall remain at the school site until such time that all \nstudents are released from the school. \nIn the event that the District Administration delays the opening of school(s), employees shall report \nthirty (30) minutes before the students’ start time, and leave thirty (30) minutes after the students’ \ndeparture time. \nEmployees who are on approved leave on a day in which schools are closed shall not lose such \napproved leave. \nEmployees shall suffer no loss in wages, benefits, or contractual or statutory advantages as a result of \nsuch work rules. \n\n32 \n \nWhen the District determines to make-up school days missed, such scheduling of make-up days shall \nbe accomplished with input from members of the bargaining unit in the affected buildings. In case \nof extended closure these rules shall not apply. \n427 FORCED ABSENCES \nIf the building administrator, a licensed personal physician, and/or a physician selected by the \nDistrict, requires an employee to leave the building because of a work-caused health hazard not \nnormally present in the environment which causes a physical illness or complicates a physical health \ncondition, the employee shall be provided with leave with full pay and suffer no loss in benefits \n(including, but not limited to sick leave) until such time as the unusual condition is eliminated. \n430 END OF QUARTER DAYS \nA minimum of one and a half (1.5) days of the calendared non-student days prior to the start of the \nschool year shall be used solely for uninterrupted, employee-directed time, for the purposes of \npreparing for the first day. These shall not include any mandatory trainings, meetings, or \nprofessional development. \nThe last day at the end of the first, second and third quarters shall be an employee-directed, student-\nrelease day for the purpose of grading, assessment, and planning (GAP) by employees. Fourth \nquarter grades/report cards/comments will be due before the employee is released for summer. \nTo opt out of this provision, schools on variance calendars may submit a proposal to District \nadministration in accordance with calendar submission deadlines. Employees at these sites shall be \ncompensated at their regular rate on the date the GAP variance day is rescheduled. \n431 INSERVICE TRAINING AND WORKSHOPS \nThe District will provide advance notice of the time and place of professional development trainings. \nThe District may provide all employees the opportunity to attend and earn CEUs for a minimum of \n30 hours of District-provided professional development annually, that meets DEED CEU \nrequirements. \nBuilding and District administration shall establish an annual process to solicit employee input on \nthe use of professional development days. This process will include the following: \n• Annual Surveys: Anonymous digital surveys will be distributed to all employees via email or \na designated platform at a minimum of once per year. \n• Feedback Transparency: An aggregated summary of survey responses will be posted on the \ndesignated platform within 30 days of finalizing the results. \n\n33 \n \nAt the discretion of the District administration, employees may conduct professional development \nfor the staff throughout the District. Unless identified in their job description, no employee shall be \nrequired to plan, develop, organize, or conduct professional development (in-service) programs \nand/or presentations. Employees who do so will be provided with a minimum of two (2) hours of \npaid time, subject to prior approval, at the per diem rate for the planning and preparation of \nprofessional development. \nEmployees are required to complete District-mandated training as set forth through statute and \nBoard policy. Building administrators will allocate two (2) hours per school year through staff \nmeetings, building-directed in-service days, and other arranged times during the normally scheduled \nworkday to work toward completion of such trainings. \n \n432 SPECIAL EDUCATION WORKLOAD \nA. It is recognized that employees working primarily with students receiving Special Education ser-\nvices have duties and responsibilities exceeding the normal, frequently on top of a regular teaching \nand preparation workload. For this reason, the following will be provided by the district to Special \nEducation teachers and Related Services Providers: \n• Two (2) Saturdays will be scheduled throughout the school year (one per semester) by the \nStudent Support Services (SSS) department. These days are designated for eligible employees \nto work on documentation associated with Individual Education Plans for students on their \ncaseload. These days will be employee-directed and will be optional. Employees who attend \nwill be paid their per diem rate for the day. \n• A minimum of Four (4) staffing days will be available to each eligible employee for substitute \ncoverage during the normal workday, in order to attend to their additional workload. Addi-\ntional staffing days may be available with principal approval. \nB. If the District wishes to host Special Education-Specific training during in-service days, any train-\ning greater than a half-day will be held as additional days outside of the already-scheduled in-\nservice days. This is to ensure that Special Education employees have the same access to other \nbuilding-directed professional development, as well as employee-directed preparation time as \nother employees. Employees attending any additional Special Education-Specific in-service periods \noutside of the regular workday shall be paid their per diem rate. \n435 JOB OPENINGS \nAll vacancies that occur during the calendar year will be posted on the District web page and the staff \ngiven the opportunity to apply for these positions. \n\n34 \n \n436 EMPLOYEE INVOLVEMENT IN SELECTION OF ADMINISTRATION \nThere will be employee input into the selection of the employee’s building administrator(s) and/or \nimmediate supervisor. The Association recognizes that the final hiring decision rests with the Board \nand/or Superintendent. \n440 JOB SHARING \nIf two (2) employees voluntarily choose to share one (1) position, and the unit administrator who will \nsupervise the position approves of the job sharing, all of the following conditions shall prevail: \nA. Both employees shall be tenured. \nB. Both employees in job-sharing assignment shall continue to be covered by the terms of this \nAgreement except that: \n1. They shall be eligible and accrue a proportional share of the leave benefits, salary, \nDistrict insurance costs, which are the same as their percentage of the job-sharing \ncontract. \n2. If an employee in a job-sharing assignment wishes to purchase, at the employee’s \npersonal expense, any insurance benefits limited by (B-1) above, the employee will \nbe allowed to do so. \nC. No employee shall be required to share an assignment. \nD. In the event of any computation of seniority, employees in the voluntary job-sharing position \nshall be granted a proportional year’s experience for each year in which they have signed a \ncontract to perform part-time teaching service for 180 or more school days. \nE. In the event of a reduction in force, employees in job-sharing positions may be required to \nconvert to full-time position. \nF. The participants shall agree prior to commencement of the job share who has priority of the \nposition should the job share cease \n445 PERSONNEL 201 FILES \nEach employee’s permanent personnel 201 files shall be maintained under the following conditions: \nA. All materials placed in the 201 file and originating within the District shall be available to \nthe employee, or employee’s designee, for inspection by appointment. \nB. Evaluation forms and other documents pertaining to the employee’s performance and \n\n35 \n \ncharacter shall remain a permanent part of the 201 and shall not be removed without written \nnotification. \nC. The employee shall have the right to respond in writing to any material filed, and such \nresponse shall be included in the 201 file. \nD. All references and information originating outside the District on the basis of confidentiality, \nand information obtained within the District in the process of evaluating the employee for \ninitial employment, shall not be available for inspection or response by the employee. Upon \nacquiring tenure the above material contained in this section (D) will be removed from the \n201 file upon the employee’s request. \nE. Material originating within the District which is derogatory to an employee regarding that \nemployee’s conduct, service, character, or personality shall not be placed in an employee’s \nfile unless the employee has had an opportunity to read the material. The employee shall \nacknowledge that the employee has read such material by affixing the employee’s signature \nto the actual copy to be filed. Such signature does not necessarily indicate agreement with \nthe content of such material. Derogatory material proven to be unfounded in a grievance \nresolution shall not be retained in the 201 file. \nF. When the employee refuses to sign the material, notice of refusal shall be forwarded to KPEA \nand a copy of such notice attached to the material and filed in the 201 file. \nG. There shall only be one official personnel file containing material for evaluative purposes; \nthat is the Personnel/201 file. Official material used for evaluative purposes, or non- \nretention for performance reasons, will be placed in the 201 file. \nH. It is recognized by the Association that building files are maintained. Building files will not \nbe transferred between worksites. Building files for all tenured teachers will be destroyed \nby the outgoing administrator when the administrator is no longer employed at that site. \nMaterials in the building file that are not contained in the personnel file will be destroyed \nafter twenty-four (24) months. \n446 EMPLOYEE DISCIPLINE \nNo employee shall be disciplined, deprived of professional advantage, or reprimanded without Just \nCause. \nThe process of discipline shall begin when it has been determined, following the principles of Just Cause, \nthat a problem exists. Any complaint known by the Administration, and not called to the attention of \nthe employee within thirty (30) calendar days may not be used as the basis for any disciplinary action \nagainst the employee. Anonymous complaints may not be used as basis for disciplinary action. \nNon-disciplinary measures may include, but are not limited to, Oral Instruction or a Written Letter \n\n36 \n \nof Expectations. \nAn employee is entitled to Association representation at any meeting that may lead to disciplinary \naction. The District will schedule the meeting at a time that allows Association presence without \nunnecessary delays. \nThe District agrees to follow a standard of progressive discipline, provided however, any disciplinary \naction taken against an employee shall be appropriate to the behavior which precipitates said action. \nDiscipline under this section may include, but is not limited to, the following Progressive Disciplinary \nSteps: Written Letter of Warning, Written Letter of Reprimand, Suspension without Pay, and \nTermination. \nAt Level 3 (School Board) hearings and arbitration on issues concerning discipline, the District bears \nthe burden of proof. \n450 ACADEMIC FREEDOM \nA. It is the intent of the parties to assure that employees enjoy academic freedom in the District. \nAcademic freedom shall mean that employees may exercise academic freedom in pursuit of \nthe adopted District goals and objectives. Within this context employees shall be entitled to \nfreedom of discussion within the classroom on all matters which are relevant to the subject \nmatter under study and within their area of professional competence, assuming that all facts \nconcerning controversial issues shall be presented in a scholarly and objective manner and \nassuming that all discussion shall be maintained within the outlines of appropriate course \ncontent. \nB. The use of supplemental materials in accordance with this Section will not be the sole reason \nfor discipline or poor evaluations. \nC. It is the intent of the parties that this article shall be utilized only to process claims that \nacademic freedom, as defined in paragraph A above, has been breached by some specific, \ndefinitive act or order of the Administration or Board. \n451 ASSIGNMENT OF STUDENT GRADES \nA. The employee has the initial right and accepts full responsibility to determine student grades, \nwithin the grading policy of the District based upon the employee’s professional judgment \nof available criteria pertinent to any given subject area or activity for which the employee is \nresponsible. \nB. No student grade shall be changed by anyone other than the employee unless the \nSuperintendent approves it. The person making the change shall, in writing, notify the \nemployee who originally assigned the grade. \n\n37 \n \n453 JOINT COMMITTEES \nCommittee meetings set forth in this section will occur at mutually agreed times outside of the \nregular work day, The committees described in this section are advisory and non-binding. \nA. CALENDAR COMMITTEE \nThe Association and the District recognize a calendar committee currently exists. The committee will \ndiscuss, review, and evaluate all data relevant to planning the district calendar. The committee shall \nprepare and present calendar options to the School Board for consideration and adoption. KPEA will \nhave representation on this committee. \nB. CURRICULUM REVIEW COMMITTEES \nThe Association and the District recognize a curriculum review committee currently exists. The \ncommittee evaluates curriculum for alignment with state standards and reviews curricular materials \nprior to adoption. The committee shall make and present recommendations to the school board, \nKPEA will have representation on this committee. \nC. STAFF DEVELOPMENT COMMITTEE \nThe District and the Association shall form a Staff Development Committee to address professional \ndevelopment and to ensure that professional development days and other related activities provide \nrelevant and high-quality professional development experiences. The Staff Development Committee \nshall review employee input regarding the use of the professional development days and make \nsuggestions for improvement. KPEA will have equal representation on the committee to the District. \nD. WORKLOAD REVIEW COMMITTEE \nThe Association is encouraged to bring any matters regarding workload to District administration. \nThe Association may form an internal committee to consider these matters and present them to \nDistrict administration. \n455 REDUCTION OF STAFF \nThe District may implement a layoff if it is necessary to reduce the number of tenured teachers \nbecause school attendance in the District has decreased; or the basic need of the District determined \nunder AS 14.17.410(b)(1) and adjusted under AS 14.17.900(b) decreases by three percent (3%) or more \nfrom the previous year. \nThe procedures set forth in this Section apply to reduction in the number of tenured teachers, \nexcluding tenured teachers who have been dismissed or non-retained per AS 14.20.175. \n\n38 \n \nIf the District has necessary budget information available to make a decision regarding staffing prior \nto March 15, it shall notify the Association of a potential need for a reduction in staff for the next year. \nFailure to give such notice by March 15, shall not prevent the District from non-retention of tenured \nteachers under AS 14.20.177, providing individual notification statutes have been followed. \nThe District may place a tenured teacher on layoff notice only after all non-tenured teachers have \nbeen given notice on non-retention, except in the case where a necessary position cannot be filled by \na qualified tenured teacher. Qualifications shall be determined per AS 14.20.177. \nAt the time the District determines that a reduction in staff is necessary, the District shall identify \nacademic and other programs they determine to maintain in implementing the layoff plan. \nSENIORITY \nSeniority means a teacher's length of consecutive service in years, months and days with the District. \nSeniority shall accrue from the date the Board acts to approve the contract, or from the effective date \nauthorized by the Board, whichever comes first. Seniority computation is also defined by the \nfollowing; \nA. Time spent on unpaid leave, lay-off, or on paid leave shall count towards seniority for the \npurpose of determining seniority for RIF. \nB. Seniority earned as a teacher shall be retained as long as the teacher remains under \ncontinuous contract with the District, or is on lay-off status. \nC. Seniority of part-time teachers shall be treated as if the teachers have been employed on a \nfull-time basis. \nD. Lot shall resolve ties in seniority. \nThe District shall maintain a seniority list of all current teachers. A copy shall be provided to the \nAssociation and to each building representative by November 1 of each year. The list shall include the \nfollowing information: name, board hire date, effective start date, endorsement. \nAny changes by a teacher to the teacher’s placement on the seniority list must be made prior to \nDecember 15 of the year in which the list is published. \nThe District may attempt to lessen the impact and extent of a reduction in staff through \nencouragement of unpaid leaves, retirement, or by any other means deemed appropriate. \nLAY-OFF \nIn the event that it is necessary to reduce the number of tenured teachers, the District shall notify, in \nwriting, the least senior teacher, pursuant to the seniority list, who is qualified for a position as shown \nby an endorsement on Alaska teaching certificate, academic majors designated on official transcripts, \nor any other factors defined under State law, that the teacher is being laid off. \n\n39 \n \nThe names of teachers who are laid off because of a reduction in staff shall be placed on a recall list \nthat is prepared in the same manner as the seniority list and which shall include the date of layoff. \nThe date of layoff is the last day a teacher works after receiving a layoff notice or the date of the layoff \nnotice, whichever is later in time. \nRECALL \nTeachers who are laid off shall be recalled for vacant teaching positions. Vacant positions shall be \noffered to laid off teachers in the order of most seniority first with qualifications for the position as \ndetermined by endorsement on teaching certificate, academic major or other qualifications under \nState law. \nIt is the responsibility of the teacher to provide the District with a current address. \nTeachers shall remain on the recall list for thirty-six (36) months from the date of layoff, unless the \nteacher: \nA. Fails to provide the District with a current address. \nB. Fails to respond to an offer, which shall be sent by certified mail, return receipt requested, \nwithin ten (10) days of the date a notice of recall is received by the teacher. \nC. Refuses a position with at least the same number of hours as the teacher’s former position, \nunless the position is located more than twenty (20) miles from the teacher's former \nposition, or unless the teacher declines the offer because the teacher is contractually \nobligated to provide service to another private or public educational program. \nPart-time teachers shall be eligible for recall to an equivalent or greater position. \nAll benefits allowable, including tenure status and earned leaves, to which a teacher was entitled at \nthe date of layoff, shall be restored in full on re-employment. \nLaid off teachers shall be entitled to COBRA benefits in accordance with applicable laws and \nregulations. \n460 RECALL RIGHTS AND TENURE ACQUISITION \nA. Any teacher hired (1) for an entire school term to replace another teacher who is on an \napproved leave of absence, or (2) after the start of the school year but not later than October \n10th, and is employed until the end of the school term under contract shall be retained in \neither case for the following school year unless: \n1. The teacher is notified of non-retention pursuant to AS 14.20.175 and applicable \nDistrict Policy. In such situations the teacher shall have the right to challenge the \nnon-retention pursuant to applicable District policy and State statutes. If the teacher \n\n40 \n \nis non-retained in this fashion, no re-employment rights shall be available under \nSection 455 of the negotiated Agreement or otherwise; or \n2. The teacher is notified of a RIF affecting future employment. The RIF is based on \neither a reduction in funding or enrollment and is not related to the teacher’s \nperformance. In such situations recall pursuant to Section 455 of the negotiated \nAgreement shall apply; or \n3. The teacher has filled a position held by another teacher who is unavailable due to \nlong-term illness, approved leave or other situation from which the prior teacher \nreturns to work the following school term. In such situation, the new teacher shall \nbe entitled to recall rights pursuant to Section 455 of the negotiated agreement, \nunless the new teacher has received a proper notification of non-retention as \nprovided under Section A (above). \nB. Any teacher who is hired after October 10 in any given school term until the end of the \nschool term may be non-retained for the following school term due to lack of adequate time \nto fully evaluate the teacher’s performance and capabilities. Unless such a teacher is non- \nretained pursuant to Section A hereof, no additional notice of non-retention beyond the \ncontract itself shall be required but the teacher shall be eligible to apply for continued \nemployment with the District and will be considered for re-employment based upon all \nrelevant factors including the teacher’s past performance with the District. No specific \nrehire rights shall exist, however, pursuant to Section 455 of the negotiated Agreement or \notherwise. Administrators, when hiring, shall be made aware of teachers hired after \nOctober 10 during the preceding year. The list shall include their name, grade/subject \nassignment and school site. \nC. Any teacher who is hired under a contract which terminates prior to the end of the school \nterm shall have no rehire rights or right to further notice of non-retention other than the \ncontract. Such teacher shall be eligible to apply for rehire with the District. \nD. If a teacher initially employed under paragraph A hereof is rehired for the next full school \nterm, the District shall treat the teacher as if the teacher had been employed for the entire \nschool term during the teacher’s first year of employment. Thus, the first year of teaching \nshall be treated as a full year of service for placement on the negotiated salary scale, and, \nshould the District seek to non-retain the non-tenured teacher, the process shall be bound \nby applicable District policies, State statutes, and the negotiated agreement. \nE. Should the District seek to non-retain a tenured teacher, the process shall be bound by \napplicable District policies, State statutes, and the negotiated agreement. \n\n41 \n \n463 SUBCONTRACTING \nIn the event of the need to sub-contract a position for services mandated by law, the District will \nprovide the KPEA president a monthly report of each bargaining unit position filled with a \nsubcontractor during the previous month. The Board must attempt to fill positions using standard \nhiring procedures before resorting to sub-contracting. \n466 SPECIALISTS \nThe Board recognizes the importance of specialists in the area of Special Services, Library, Art, Music, \nComputers, Vocational Education, and Physical Education, and also recognizes the importance of \nconsultants in the area of Guidance, Reading, Health and Testing. \n470 WORKDAY \nThe District and the Association recognize and agree that the teacher’s responsibility to the students, \ncommunity, and profession generally entails the performance of duty and expenditure of time and \nservice beyond classroom duty hours. \nA. Teachers shall be on duty for a combined total of 60 minutes before and after the student \nday, exclusive of the duty-free lunch period, unless specifically excused by the principal. \nTeachers will have discretion in adjusting their schedules for work related evening \ncommitments, consistent with safety and professional responsibility. This provision allows \nteachers to best utilize their planning and conference times to meet the needs of the \nindividual teacher and parents of the students served. A teacher’s flexible schedule shall not \ninterfere with regularly scheduled staff meetings or assigned duties. Teachers shall notify \nparents of office hours during which conferences may be scheduled. Other times may be \narranged by the teacher as necessary to assure parents opportunities for discussion. \nB. The 60 minutes beyond the student day shall be utilized in such a manner to maximize the \nefficient use of time for planning, and conferences (i.e. 45/15 or 15/45). In no case shall \nthe teacher’s normal workday begin or end less than 15 minutes before or after the student \nday. Upon request, teachers will provide administrators with their flexible schedule. \nC. Consistent with 470 (A), teachers are expected to give precedence to faculty meetings, \ncurriculum development meetings, or assigned school duties so long as these meetings do \nnot exceed the student day by more than one hour. Faculty meetings will be scheduled no \nmore than once per week. Teachers shall be expected to attend one open house per year \nunless the administrator excuses the teacher for extenuating circumstances. \nD. Teachers responsible for non-traditional programs, such as Connections or Distance \n\n42 \n \nEducation, may enter into an agreement with their administrator to modify the timing of \ntheir duty day to accommodate the program. \nE. The District will provide nursing mothers with the level of federal breastfeeding benefits \nprovided to hourly employees in the Fair Labor Standards Act. \n474 IMPACT OF CLASS SIZE \nThe parties acknowledge that nothing contained herein shall limit the Board’s prerogative and \nauthority to set the size of any class at whatever level it desires. The parties also acknowledge that \nthere exists a definite relationship between the students’ needs and the amount of work required of \nthe employee. \nFurther, the District recognizes the importance of placing students in the Least Restrictive \nEnvironment and involving all employees in the inclusion model. \nIn recognition of the significance of class size and/or student safety, and/or the inclusion model, any \nemployee who believes class composition and size significantly endangers, disrupts, or impedes the \nstudents’ education will request a meeting with supervisory personnel and/or the shared decision-\nmaking team for the purpose of seeking feasible alternatives which may include the assignment of \nadditional staff, modification of schedules, etc. A meeting will be scheduled as soon as possible after \nreceipt of such request. Should a satisfactory resolution not be reached at the building level, the \nemployee may appeal to the Superintendent for resolution. The appeal meeting must take place \nwithin thirty (30) days. \nhttp://www.kpbsd.k12.ak.us/school_board.aspx?id=3416 \nhttp://www.kpbsd.k12.ak.us/school_board.aspx?id=3144 \n475 TEACHER PREPARATION PERIODS \nAll full-time teachers at the junior high and senior high level will have five (5) unassigned preparation \nperiods per week, or the equivalent of, after mutual agreement of the majority of staff and \nadministration. The District will consider elementary principal/staff proposals which incorporate \nprep periods equivalent in duration to those of junior and senior high school teachers. All full-time \nelementary teachers and other teachers will be provided with at least one (1) uninterrupted thirty \n(30) minute preparation period per day. Such teacher preparation periods shall not occur during the \nfirst thirty (30) or the last thirty (30) minutes of the teacher's duty day. Teachers not classified in the \nabove groups shall be provided with the same relief and preparation time to the same extent as other \nteachers in the District. Elementary and secondary schools staffed with six (6) or fewer certificated \nteachers are exempt from the above standards if the certificated staff and the school administration \nagree on a different plan to accomplish planning time. \n\n43 \n \nWhen a teacher agrees to use prep time to cover another class or assignment, the teacher will \ncomplete the Prep Time Pay Form to request compensation. Prep time coverage is to be strictly \nvoluntary. \nTeachers serving in more than one building shall be provided adequate travel time and a minimum of \nfive (5) minutes additional time before student contact at their additional buildings. \nNo teacher shall be required to give up preparation time. \n479 EMPLOYEE EXCHANGE \nA. The District may allow currently contracted tenured employees to exchange assignments \nwithin the District for a period of one (1) year. If both employees exchanging assignments \nwish to remain in their exchanged assignments, they may be allowed to do so as long as the \nexchange is within their areas of academic preparation. \nB. If an employee with prior approval of the District and subject to the terms of the Alaskan \nRegulation Title 4 – 4AAC30.010 arranges to participate as an exchange employee in an \ninternational, interstate, or intrastate educational exchange program, and if the District \nagrees to the exchange, the exchange can occur. For the District employee on exchange, \nexchange time will be considered as regular, uninterrupted service to the District and the \nemployee shall receive all rights and benefits, to which the employee would be entitled, if \nthere had been no exchange. \n480 NOTIFICATION OF NON-RETENTION \nNon-tenured employees must be notified in writing delivered on or before the last day of the school \nterm or by registered mail postmarked on or before the last day of the school term. Failure to notify an \nemployee of non-retention shall constitute a declaration of intent to employ for the following year. \nThe District shall reference board policy 4117.6 and supporting administrative regulation 4117.6 in \nall non-retention letters. \n483 EMPLOYEE RIGHTS \nA. The parties agree there shall be no discrimination against employees in any matter \nprohibited by law or on the basis of affiliation or non-affiliation with the Association. \nB. No bylaw or regulation of the School Board or school administration may restrict or modify \nthe right of an employee to engage in comment and criticism outside school hours, regarding \nschool personnel, members of the governing body of any school or school district, any other \npublic official, or any school employee, to the same extent that any private individual may \n\n44 \n \nexercise the right. \n490 EMPLOYEE EVALUATION \nA. Employees will be evaluated in accordance with the District’s evaluation procedures adopted \nby the Board, which meet the requirements of AS 14.20.149. \nB. Employees shall be notified which evaluation pathway they will be on for the year by October \n1, in accordance with the District’s evaluation procedures. \nC. The evaluation must clearly indicate when information other than specific observations by \nthe evaluator has been used and clearly identify the source of the information. \nD. If the purpose of an evaluation conference is to place an employee on a Directed Assistance \nPlan or Plan for Improvement, the employee has the right to request Association \nRepresentation and shall be given at least forty-eight (48) hours to obtain such \nrepresentation. No employee shall be placed on a Plan for Improvement without: (1) an \nindividual pre-evaluation conference with the evaluator; (2) a minimum of two observations \nby the evaluator; and (3) a post-evaluation conference after each observation. The areas \nneeding improvement, the program to be followed that shall include expectations, activities \nand prescribed timelines, the monitoring system, and duration shall be included in the Plan \nfor Improvement. \nE. Employees shall have the right to respond, in writing, to an evaluation. \nF. If a change in the evaluation procedure is to be considered, the Association President shall \nbe involved. \n505 INFORMATION \nThe District agrees to furnish to the Association, in response to reasonable requests, all available \nreports and information concerning the educational program and the financial resources of the \nDistrict. \n510 RELEASE TIME FOR MEETINGS \nWhenever any representative of the Association or any employee is mutually scheduled by the School \nBoard, or the Administration, and the Association to participate during the working hours for \ngrievance proceedings, conferences, or meetings, the employee shall suffer no loss in pay or leave. \n\n45 \n \n520 USE OF DISTRICT FACILITIES \nThe Association and its representatives shall have the right to use District facilities at all reasonable \nhours, for meetings with advance approval of the building administrator. No reasonable request to \nconduct an Association meeting at any facility shall be denied. \n525 USE OF DISTRICT EQUIPMENT \nThe Association shall have the right to use District equipment, including computers, copy machines, \nand all types of A/V equipment at reasonable times, when such equipment is not otherwise in use. \nAny equipment lost, stolen or damaged while in use by the Association shall be repaired or replaced \nby the same. \n530 SUPPLIES \nThe Association shall have the right to purchase expendable office supplies and other materials from \nCentral Purchasing at the price published by the School Board. \n535 MAIL FACILITIES \nThe Association shall have the right to use the inter-school mail facilities and school mail boxes as it \ndeems necessary and without approval of the building administrators or other members of the \nadministration. The building administrators or School Board will not be responsible for items lost or \nmisplaced. U.S. Postal regulations shall apply. \n540 NON-JEOPARDY CLAUSE \nThe District shall comply with all applicable federal, state, and local anti-discrimination laws and \nregulations, as well as all applicable Board policies. \nThe District shall not discriminate against any bargaining unit member in matters of salaries, fringe \nbenefits, or terms and conditions of this Agreement on the basis of race, sex, color, religion, age, \nphysical handicap, marital status, change in marital status, sexual preference, political affiliation, or \nnational origin. \nNo employee shall suffer discrimination, jeopardy, or coercion in employment or promotional \nopportunity because of Association activities. \n\n46 \n \n541 MEMBERSHIP RIGHTS \nThe District agrees that it shall not directly or indirectly impede, restrain, or attempt to restrain any \nemployee from belonging to the Association, taking an active part in Association affairs, or \ndiscriminate against any employee because of the employee’s Association membership or lawful \nAssociation activity. \n545 KPEA PROFESSIONAL LEAVE \nA. ASSOCIATION LEAVE \nThe School Board shall grant a minimum of one and a half (1.5) days for each fifteen (15) members \nof the bargaining unit. Days beyond those provided, if approved, shall be done so with the \nunderstanding that the Association will pay the substitute costs, if any. The unused leave will be \nallowed to accumulate from year to year to facilitate negotiation years. \nB. NEA LEAVE \nNEA leave shall be granted to State officers and to members of committees and commissions as \nrequested by the State or National Associations. A maximum of fifteen (15) days shall be approved, \nat District expense, to be used for official NEA State or National Association business. Days beyond \nthose provided, if approved, shall be done so with the understanding that the Association will pay \nthe substitute costs, if any. \nC. PRESIDENT RELEASE TIME \nThe District agrees to grant a release time request for the President of the Kenai Peninsula Education \nAssociation for each year of the current contract, if requested. This release time is granted based on \nrecognition that the employee’s time in this role is spent on administrative duties that include labor \nrepresentation and liaising. The President's release time shall be granted by the District, provided \nthat the following conditions are met: \n1. the Association shall reimburse the District the full salary and benefits costs for the released \nPresident; \n2. the President shall not be released until the District has found an acceptable substitute who can \nperform the President's professional duties and responsibilities; \n3. the request, with the expected contracted days and FTE of the release, must be made in writing \nprior to April 15 of each year for the following school year. \nThe employee shall continue to accrue credit for service toward salary increases and retirement, if \nand as allowable under the Division of Retirement and Benefits, while serving in this position. \n\n47 \n \nAt the conclusion of the president’s term, the employee shall have the first right to refuse a vacant \nposition for which the employee is qualified at the school in which the employee previously taught. \n550 DUES, DEDUCTIONS, CONTINUING MEMBERSHIP \nA. All dues deductions will be made only upon written authorization of the employee. It is the \nresponsibility of the employee to notify the Association at the same time. \nB. Payment of such dues shall be deducted from members in nine (9) monthly payments \ncommencing with the September payroll as directed by the Association at no cost to the \nemployee or the Association. \nC. Payroll deduction will continue from year to year unless a different method of payment is \nrequested in writing by the Association or the individual employee. A member who wishes to \nstop payroll deduction of dues must notify the Association and the District in writing. The \nDistrict shall notify the Association in writing of members dropping deductions. \nD. The Association will supply the District with the authorization forms of employees for \ncontinuing dues deductions. If the employee’s membership authorization is through a digital \nform, the District will accept an email by the employee, from their District email address, \nauthorizing dues deductions based on the digital form. \nE. At the end of each payroll period, the District shall remit within two (2) weeks, to the \nAssociation, all Association dues withheld that month. The dues transmittal will include the \nname of each employee for whom the deduction was made, and the amount deducted from each \nemployee’s pay. \nF. The District will deduct any dues not paid prior to the issuance of final check for employees \nseparating employment from the District. The Association shall not hold the School Board \nresponsible for deducting dues of employees separating employment, if separation is after \nissuance of final check. \nG. The Association agrees to indemnify and hold the District harmless against any liability and pay \nall costs and attorney’s fees that may arise by reason of any action taken by the Board in \ncomplying with the provisions of this article. \n553 IRS SECTION 125 PLAN \nThe District will provide an IRS Section 125 Plan. \n\n48 \n \n555 OTHER DEDUCTIONS \nUpon appropriate written authorization from the employee, the School Board shall deduct from the \nsalary of any employee and make appropriate remittance for annuities, credit union, or any other \nplans or programs, jointly approved by the Association and the District. \n560 CONFORMITY TO LAW \nThis Agreement shall supersede any rules, regulations, policies, or resolutions of the District, which \nshall be contrary to, or inconsistent with its terms. \nThis Agreement will be governed and construed according to the Constitution and laws of the State \nof Alaska. If a provision of this Agreement is declared by a court of competent jurisdiction to be \ninvalid, or if during the life of this Agreement any federal, state or local law is legislated in conflict \nwith this Agreement, the remaining provisions of this Agreement shall continue in full force and effect. \nThe parties agree to meet within thirty (30) days for the purpose of bringing the affected section into \ncompliance with the law or court decision. \nThe Parties agree that should there be changes in statute, regulation, or funding affecting a section \nof this agreement, this agreement will be reopened for the express purpose of negotiating the affected \nsections. \n565 ASSOCIATION RIGHTS \nA. ASSOCIATION REPRESENTATIVES \nKPEA has the right to designate Association Representatives. The Association will provide the \nSuperintendent’s office with the name(s) of the Association Representative(s) so designated for each \nsite. \nB. ACCESS TO BARGAINING UNIT MEMBER INFORMATION \nAt the beginning of each school year, the District shall supply the Association with the following \ninformation for each employee in the bargaining unit: \n• name, \n• position, \n• FTE, \n• work location, and \n• work email address. \nMonthly, the District shall supply the Association with the following information for any employee \nin the bargaining unit: \n\n49 \n \n• New hires: name, position, FTE, work location, work email address, start date \n• Transfers: name, current location, current position, new location, new position, effective date \n• Separations: name, position, location, designation as resignation, termination, or retirement, \neffective date \n• Unpaid leaves of absence: name, position, location, effective date(s) \n• Name Changes: previous name and new name. \nC. SCHOOL BOARD AGENDA \nA representative of the Association will be recognized on each School Board Agenda. \n575 BULLETIN BOARDS \nThe Association shall have the right to maintain a bulletin board in each building for the information \nof employees. \n580 ORIENTATION AND MEMBERSHIP MATERIALS \nA. The District will include a link to a welcome letter from the Association that includes links to \nmembership materials and applications in their onboarding materials for new hires. If the District \ndelivers onboarding materials in a paper format, the letter from the Association will be included. \nB. The District will provide the Association at least ten (10) days’ notice of all new employee \norientations. \n630 AGREEMENT DISSEMINATION \nWithin thirty (30) work days of ratification of the Agreement by both parties, the District will post a \ncopy of the agreement on the District’s web page. \nThe District shall provide an electronic document version of the Agreement to the KPEA President \nwithin thirty (30) work days of ratification. \n640 GRIEVANCE PROCEDURES \nA. DEFINITIONS \nGrievant shall mean an employee, or group of employees, or the Association filing a grievance. \nGrievance shall mean a claim by a grievant that there has been an alleged violation, \nmisinterpretation, or misapplication of the Agreement, or a violation of official Board policy. \n\n50 \n \nParty of Interest is the person, or persons, making the claim and any person who might be \nrequired to take action, or against whom action might be taken in order to resolve the claim. \nDays shall mean employment days, except as otherwise indicated. \nB. RIGHT TO REPRESENTATION \nThe Board shall recognize grievance representatives upon their identification by the Association. \nAt least one (1) Association representative shall be present for any meetings, hearings, or appeals, \nor other proceedings relating to a grievance which has been formally presented. The Association \nRepresentative(s) may actively seek to assist in problem-solving and to represent employees’ \nrights to the processes outlined in this agreement, in accordance with law. Nothing contained \nherein shall be construed as limiting the right of any employee having a grievance (complaint) to \ndiscuss the matter informally with the employee’s supervisor, then the Superintendent, and finally \nthe School Board. It is understood that the KPEA is the only organization that may provide \nrepresentation for a grievant. \nC. PROCEDURE \n1. LEVEL I \nThe parties of interest acknowledge that it is usually most desirable for an employee and the \nemployee’s immediate supervisor to resolve problems through free and informal \ncommunications. The grievant may present the grievance in writing within thirty (30) days \nto the immediately involved supervisor, who will arrange for a meeting to take place within \nten (10) days after receipt of the grievance. The grievant and/or the Association and the \nsupervisor shall be present for the meeting. The supervisor shall provide the aggrieved party \nand the Association with a written answer to the grievance within five (5) days after the \nmeeting. Such answer shall include the reasons upon which the decision was based. \n2. LEVEL II \nIf the disposition of a grievance at Level I does not satisfy the grievant, or if no decision has \nbeen rendered within five (5) days after presentation of the grievance, the grievance may be \nreferred to the Superintendent or the Superintendent’s official designee. This must be done \nwithin fifteen (15) days from the time of the Level I disposition. The Superintendent shall \narrange for a hearing with the grievant and/or the Association, to take place within five (5) \ndays of the Superintendent’s receipt of the appeal. The parties of interest shall have the right \nto include in the representation such witnesses and counselors, as they deem necessary to \ndevelop facts pertinent to the grievance. Upon conclusion of the hearing, the Superintendent \nwill have five (5) days to provide a written decision, together with the reasons for the decision \nto the Association. \nCases involving language or contract interpretation will move to Level IV without a Board \nhearing. \n\n51 \n \n3. LEVEL III – BOARD LEVEL \nThe Board Level will be used exclusively for employee discipline. If the disposition of a \ngrievance at Level II does not satisfy the grievant, or if no decision has been rendered within \nfive (5) days after presentation of the grievance, then the grievance may be referred to the \nSchool Board, within fifteen (15) days of receipt of Level II disposition. The School Board shall \narrange for a hearing with the grievant and/or the Association, to take place within fifteen \n(15) days of their receipt of the appeal. The School Board may hear the grievance or appoint \na hearing officer. The parties of interest shall have the right to include in a representation \nsuch witnesses and counselors, as they deem necessary to develop facts pertinent to the \ngrievance. Upon conclusion of the hearing, the School Board will have ten (10) days to provide \ntheir written decision, together with the reasons to the Association. \n4. LEVEL IV – BINDING ARBITRATION \na. If the Association is not satisfied with the disposition of the grievance at Level III by the \nSchool Board, or Level II by the Superintendent (cases involving language or contract \ninterpretation), or if no decision has been rendered, the Association can submit the \ngrievance to arbitration before an impartial arbitrator. This must be done within thirty-\nfive (35) days from the time of the Level II or Level III disposition, or from the date when \nthe disposition was due. The arbitrator shall be selected by the American Arbitration \nAssociation in accordance with its rules, which shall likewise govern the arbitration \nproceeding. Neither the employer nor the Association shall be permitted to assert in such \narbitration proceeding any grounds or to rely on any evidence not previously disclosed \nto the other party. The arbitrator shall have complete authority to make any decision \nand provide any remedy appropriate except as otherwise expressly prohibited by law or \nthis Agreement. Both parties agree to be bound by the award of the arbitrator, and that \njudgment thereon may be entered in any court of competent jurisdiction. \nb. The costs for the services of the Arbitrator, including per diem expenses, if any, and the \nArbitrator’s travel and subsistence expenses and the costs of any hearing room, will be \nshared equally by the Board and the Association. All other costs will be borne by the party \nincurring them. \n \nD. NO REPRISALS \nNo reprisals of any kind will be taken by the Board or the school administration against any \nemployee because of the employee’s participation in this grievance procedure. \nE. ASSOCIATION TESTIMONY \nNo member of the bargaining unit may testify against another member of the bargaining unit in \na grievance or arbitration hearing, nor may a member of the bargaining unit be present as a \n\n52 \n \nrepresentative of management at such hearings. However, a bargaining unit member may be \ncalled as a witness to fact, by either party. \nF. COOPERATION OF BOARD AND ADMINISTRATION \nThe Board and Administration will cooperate with the Association in its investigation of any \ngrievance; and further, will furnish the Association such information as is required for the \nprocessing of any grievance. Requests for information shall be in writing and submitted by the \nAssociation president or designee. \nG. RELEASE TIME \nShould the investigation or processing of any grievance require that an employee or an \nAssociation representative be released from the employee’s regular assignment, the employee \nshall be released without loss of pay or benefits if the investigation cannot be done at another \ntime. \nH. PERSONNEL FILES \nAll documents, communications, and records dealing with the processing of a grievance shall be \nfiled separately from the personnel files of the participant(s). \nI. GRIEVANCE FORMS \nForms for filing grievances, serving notices, taking appeals, reports and recommendations, and \nother necessary documents will be prepared jointly by the Superintendent and the Association so \nas to facilitate operation of the grievance procedure. The costs of preparing such forms shall be \nborne by the Board. \n650 DURATION \nThe Agreement will remain in full force and effect retroactive to July 1, 2025, unless a later effective \ndate is set forth in the Agreement, until June 30, 2028. \nNo later than January 15 of the year in which this Agreement terminates, either party may give notice \nof its desire to open negotiations with respect to a successor agreement by delivering a written \nrequest to the other party. \nThe parties will meet to negotiate on such termination, modification, or amendments no later than \nFebruary 15 of the year in which this Agreement terminates. Those items brought to the first \nbargaining session, shall be the only items discussed during the negotiation sessions, unless mutually \nagreed. \nNothing herein will preclude the termination, modification or amendment of this Agreement at any \ntime by written mutual consent of the parties.\n\n53 \n \nAGREEMENT \n \n \nKENAI PENINSULA EDUCATION ASSOCIATION \nAND \nKENAI PENINSULA BOROUGH SCHOOL DISTRICT \n \n \n \n \nRatified by: \n \n \n___________________________________________ \nRebecca Walker, President \nKenai Peninsula Education Association \n \nDate __/___/______ \n \n \n \n \n___________________________________________ \nJason Tauriainen, President \nBoard of Education \nKenai Peninsula Borough School District \n \nDate __/___/______ \n \n \n\n \n54 \n \nAPPENDIX A: SALARY SCHEDULES \n2025-26 ($3,000 increase) \n \nStep C C+18 \nC+36 or \nM \nC+54/M C+72/M C+90/M \n \n(A) 56,039 57,608 60,241 62,115 63,989 65,870 \n \n(B) 57,608 60,242 62,115 63,989 65,870 67,746 \n \n(C) 60,241 62,116 63,989 65,870 67,746 69,625 \n \n(D) 62,115 63,990 65,870 67,746 69,625 71,504 \n \n(E) 63,989 65,870 67,746 69,625 71,504 73,379 \n \n(F) 65,870 67,746 69,625 71,504 73,379 75,254 \n \n(G) 67,744 69,652 71,504 73,379 75,254 77,127 \n \n(H) 70,505 71,504 73,379 75,254 77,127 79,009 \n \n(I) 72,343 73,379 75,254 77,127 79,009 80,882 \n \n(J) 74,144 76,134 77,127 79,009 80,882 82,760 \n \n(K) 75,914 77,973 79,009 80,882 82,760 84,635 \n \n(L) 77,645 79,777 81,764 82,760 84,635 86,511 \n \n(M) \n \n81,542 83,231 84,635 86,511 88,389 \n \n(N) \n \n83,276 85,071 86,511 88,389 90,268 \n \n(O) \n \n86,875 89,268 91,148 93,031 \n \n(P) \n \n88,641 91,105 92,988 94,720 \n \n(Q) \n \n90,373 92,909 94,791 96,557 \n \n(R) \n \n94,676 96,556 98,362 \n \n(S) \n \n96,410 98,288 100,126 \n \n(T) \n \n101,860 \n \n \nStep and column movement to all eligible employees LONGEVITY 2% 103,897 \n \n \n \n\n \n55 \n \n2026-27 ($3,000 increase) \n \nStep C C+18 \nC+36 or \nM \nC+54/M C+72/M C+90/M \n \n(A) 59,039 60,608 63,241 65,115 66,989 68,870 \n \n(B) 60,608 63,242 65,115 66,989 68,870 70,746 \n \n(C) 63,241 65,116 66,989 68,870 70,746 72,625 \n \n(D) 65,115 66,990 68,870 70,746 72,625 74,504 \n \n(E) 66,989 68,870 70,746 72,625 74,504 76,379 \n \n(F) 68,870 70,746 72,625 74,504 76,379 78,254 \n \n(G) 70,744 72,652 74,504 76,379 78,254 80,127 \n \n(H) 73,505 74,504 76,379 78,254 80,127 82,009 \n \n(I) 75,343 76,379 78,254 80,127 82,009 83,882 \n \n(J) 77,144 79,134 80,127 82,009 83,882 85,760 \n \n(K) 78,914 80,973 82,009 83,882 85,760 87,635 \n \n(L) 80,645 82,777 84,764 85,760 87,635 89,511 \n \n(M) \n \n84,542 86,231 87,635 89,511 91,389 \n \n(N) \n \n86,276 88,071 89,511 91,389 93,268 \n \n(O) \n \n89,875 92,268 94,148 96,031 \n \n(P) \n \n91,641 94,105 95,988 97,720 \n \n(Q) \n \n93,373 95,909 97,791 99,557 \n \n(R) \n \n97,676 99,556 101,362 \n \n(S) \n \n99,410 101,288 103,126 \n \n(T) \n \n104,860 \n \n \nStep and column movement to all eligible employees LONGEVITY 2% 106,957 \n \n \n \n\n \n56 \n \n2027-28 (3% plus possible 1% \nfrom section 105) \n \nStep C C+18 \nC+36 or \nM \nC+54/M C+72/M C+90/M \n \n(A) 60,810 62,426 65,138 67,068 68,999 70,936 \n \n(B) 62,426 65,139 67,068 68,999 70,936 72,868 \n \n(C) 65,138 67,069 68,999 70,936 72,868 74,804 \n \n(D) 67,068 69,000 70,936 72,868 74,804 76,739 \n \n(E) 68,999 70,936 72,868 74,804 76,739 78,670 \n \n(F) 70,936 72,868 74,804 76,739 78,670 80,602 \n \n(G) 72,866 74,832 76,739 78,670 80,602 82,531 \n \n(H) 75,710 76,739 78,670 80,602 82,531 84,469 \n \n(I) 77,603 78,670 80,602 82,531 84,469 86,398 \n \n(J) 79,458 81,508 82,531 84,469 86,398 88,333 \n \n(K) 81,281 83,402 84,469 86,398 88,333 90,264 \n \n(L) 83,064 85,260 87,307 88,333 90,264 92,196 \n \n(M) 0 87,078 88,818 90,264 92,196 94,131 \n \n(N) 0 88,864 90,713 92,196 94,131 96,066 \n \n(O) 0 0 92,571 95,036 96,972 98,912 \n \n(P) 0 0 94,390 96,928 98,868 100,652 \n \n(Q) 0 0 96,174 98,786 100,725 102,544 \n \n(R) 0 0 0 100,606 102,543 104,403 \n \n(S) 0 0 0 102,392 104,327 106,220 \n \n(T) 0 0 0 0 0 108,006 \n \n \nStep and column movement to all eligible employees LONGEVITY 2% 110,166 \n \n \n\n \n57 \n \nAPPENDIX B: EXTRACURRICULAR NOMINAL FEES AND RANGE ASSIGNMENTS \nRANGE ASSIGNMENTS \nACTIVITY POSITION \nHIGH \nSCHOOL \nMIDDLE \nSCHOOL \nELEMEN\nTARY \nFOOTBALL \nVarsity 12 \nAssistant 10 \nFOOTBALL CHEERLEADING Varsity 7 \nCROSS COUNTRY \nVarsity 11 6 \nAssistant 8 4 \nVOLLEYBALL \nVarsity or A-Team or Mix 6 12 6 \nAssistant or B-Team 10 4 \nSWIMMING \nVarsity 12 \nAssistant 10 \nDiving 8 \nWRESTLING \nVarsity or A-Team 12 6 \nAssistant or B-team 10 4 \nBASKETBALL \nVarsity or A-Team 12 6 \nAssistant or B-Team 10 4 \nBASKETBALL CHEERLEADING Varsity 7 \nHOCKEY \nVarsity 12 \nAssistant 10 \nNORDIC SKI \nVarsity 12 6 \nAssistant 10 4 \nSOCCER \nVarsity or A-Team 11 6 \nAssistant or B-Team or Co-Ed 9 4 \nTRACK & FIELD \nVarsity 11 6 \nAssistant 9 4 \nUnified Coach 9 \nBASEBALL \nVarsity 11 \nAssistant 9 \nSOFTBALL \nVarsity 11 \nAssistant 9 \nINTRAMURAL/ \nCLUBS/ \nACADEMIC TEAMS \nIntramural- SPORTS ONLY 2 2 2 \nYearbook 7 \nDrama Debate Forensics 7 \nForensics 1 1 \nPlay (2 plays per year) 7 1 \nCompetitive 3 1 1 \nNon-Competitive 2 1 1 \nStudent Council Advisor 3 1 \nNational Honor Society 3 \nJunior / Senior Lead Class Sponsor 2 \nMusical Theater (1/year) \nOverall Director 4 3 2 \nVocal Director 3 \nChoreographer 2 \nOrchestra Director 2 \nRehearsal Accompanist 2 1 1 \n\n \n58 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \nRANGE ASSIGNMENTS \nACTIVITY POSITION \nHIGH \nSCHOOL \nMIDDLE \nSCHOOL \nELEMEN\nTARY \nHigh School Choir (yearlong) \nRehearsals and Performances \nAccompanist 4 \nPerformance Arts Drill / Dance Team 10 \nMusic Stipends - basic out of school supervision and \nperformance - Fall, Winter, Spring, Pops as well as \nBorough and State Festivals \n \nMusic 5 \nMusic - Small School (Not attending festivals) \nMusic, Band or Choir 5 \nSecondary School \nCombined Band/Choir \n6 \nPep Band (# of After School Performances) \n5 to 11 3 \n12 to 17 4 \n18 + 5 \nVocal Taping (# of tapings, outside the regular day \nw/instructor present) Tapes must be presented for All-\nBorough, All State or All Northwest \n10 to 25 2 \n26 to 50 3 \n51 to 80 4 \n81 + 5 \nInstrumental Taping (# of tapings, outside the regular \nday w/instructor present) Tapes must be presented for \nAll- Borough, All State or All Northwest) \n10 to 25 3 \n26 to 50 4 \n51 to 80 5 \n81 + 6 \nSpecial Performances (# of performances above and \nbeyond the standard concerts and festivals) \n5 to 13 2 \n14 to 20 3 \n21 + 4 \nSolo/Ensemble Festival (Outside of the school day) (# \nnumber of entrants) \n5 to 15 3 \n16 to 30 4 \n31 + 5 \nE-Sports Fall/Spring Coach 7 2 \n\n \n59 \n \n \nAPPENDIX B: EXTRACURRICULAR NOMINAL FEES AND RANGE ASSIGNMENTS \n \n(4% increase in FY27, 4% increase in FY28) \n \n \nRange FY26 Amount FY27 Amount FY28 Amount \n1 $388.40 $403.94 $420.09 \n2 $484.40 $503.78 $523.93 \n3 $775.71 $806.74 $839.01 \n4 $969.91 $1,008.71 $1,049.05 \n5 $1,454.32 $1,512.49 $1,572.99 \n6 $1,939.82 $2,017.41 $2,098.11 \n7 $2,424.22 $2,521.19 $2,622.04 \n8 $2,909.73 $3,026.12 $3,147.16 \n9 $3,394.14 $3,529.91 $3,671.10 \n10 $3,879.65 $4,034.84 $4,196.23 \n11 $4,364.05 $4,538.61 $4,720.16 \n12 $4,848.46 $5,042.40 $5,244.09 \n \n ","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":35,"created_at":"2026-09-09T20:57:30.948Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1682,"agenda_item_id":10177,"motion_text":"Move to approve the FY26-28 Kenai Peninsula Education Association (KPEA) Collective Bargaining Agreement (CBA)","motion_type":"main","mover_id":22,"seconder_id":23,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T02:57:25.972Z","vote_method":"roll_call","consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Kelley Cizek","seconder_name":"Dianne Macrae","votes":[{"id":14995,"motion_id":1682,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":14996,"motion_id":1682,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":14997,"motion_id":1682,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":14998,"motion_id":1682,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":14999,"motion_id":1682,"user_id":14,"vote_value":"abstain","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":15000,"motion_id":1682,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":15001,"motion_id":1682,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Penny Vadla"},{"id":15002,"motion_id":1682,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":15003,"motion_id":1682,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T03:00:25.446Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T03:00:25.453Z","resolution_amended_at":null}}]},{"id":10176,"meeting_id":673,"category_id":4103,"item_number":"E","item_type":"action","title":"FY26-28 Kenai Peninsula Educational Support Association (KPESA) Collective Bargaining Agreement (CBA)","public_content":"Administration recommends approval of the FY26-28 Kenai Peninsula Educational Support Association (KPESA) Collective Bargaining Agreement (CBA) as presented.
","admin_content":null,"executive_content":null,"sort_order":5,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-15T03:03:05.176Z","last_editor_name":null,"first_presented_at":"2026-09-15T03:01:04.185Z","recommended_action":"Move to approve the FY26-28 Kenai Peninsula Educational Support Association (KPESA) Collective Bargaining Agreement (CBA)","linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":118,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6259,"entity_type":"agenda_item","entity_id":10176,"original_filename":"KPESA CBA FY26-FY28 Tentative.pdf","storage_path":"agenda_item/10176/6259/6259.pdf","content_type":"application/pdf","file_size":"9679825","checksum_sha256":"1e35e00e52fc76ce4623f4d3fc013476dae85dbd0d518376a97d3d8206add3be","visibility_tier":"public","extracted_text":"\n\n \nCOLLECTIVE BARGAINING AGREEMENT \n \nBETWEEN \n \nTHE KENAI PENINSULA BOROUGH \nSCHOOL DISTRICT \n \nAND \n \nTHE KENAI PENINSULA EDUCATIONAL SUPPORT ASSOCIATION \n \nFOR THE YEARS \n \n2025-2026 \n2026-2027 \n2027-2028\n\n1 \n \nCONTENTS \nPREAMBLE .............................................................................................................................................. 3 \nARTICLE 1 ADMINISTRATION ............................................................................................................. 4 \nARTICLE 2 DEFINITIONS ...................................................................................................................... 4 \nARTICLE 3 ASSOCIATION RIGHTS ...................................................................................................... 6 \nARTICLE 4 NONDISCRIMINATION...................................................................................................... 8 \nARTICLE 5 MEMBERSHIP RIGHTS ...................................................................................................... 8 \nARTICLE 6 MANAGEMENT RIGHTS ................................................................................................... 9 \nARTICLE 7 PERSONNEL FILES ............................................................................................................ 9 \nARTICLE 8 SAFETY AND LIABILITY .................................................................................................. 10 \nARTICLE 9 TERM OF EMPLOYMENT ................................................................................................. 11 \nARTICLE 9A RANGE ASSIGNMENT AND RE-CLASSIFICATION .................................................... 12 \nARTICLE 10 WORK RULES ................................................................................................................. 12 \nARTICLE 11 DISCIPLINE AND DISCHARGE ...................................................................................... 18 \nARTICLE 12 RESIGNATION ................................................................................................................ 19 \nARTICLE 13 REDUCTION IN FORCE ................................................................................................. 19 \nARTICLE 14 MILEAGE REIMBURSEMENT ....................................................................................... 21 \nARTICLE 15 SPECIAL CERTIFICATE OR LICENSE REIMBURSEMENT ......................................... 21 \nARTICLE 16 SALARY SCHEDULE ....................................................................................................... 21 \nARTICLE 17 PAYMENT CONDITIONS ................................................................................................ 21 \nARTICLE 17A DISCRETIONAL FUNDS ............................................................................................... 22 \nArticle 17B CELL PHONE REIMBURSEMENT ................................................................................... 22 \nARTICLE 18 LEAVES AND BENEFITS ................................................................................................ 23 \nLENGTH OF SERVICE EARNED MONTHLY ANNUAL LEAVE ........................................................ 23 \nARTICLE 19 HOLIDAYS ....................................................................................................................... 24 \nARTICLE 20 PERSONAL LEAVE ......................................................................................................... 24 \nARTICLE 21 ASSOCIATION LEAVE .................................................................................................... 25 \nARTICLE 22 CIVIC LEAVE ................................................................................................................... 26 \nARTICLE 23 UNPAID LEAVE OF ABSENCE ...................................................................................... 27 \nARTICLE 24 LEAVE OF ABSENCE FOR RESERVE OR AUXILIARY MEMBERS OF ARMED \nFORCES (AS 39.20.340) ...................................................................................................................... 27 \n\n2 \n \nARTICLE 25 SICK LEAVE .................................................................................................................... 28 \nARTICLE 25A: DONATIONS OF SICK LEAVE.................................................................................... 29 \nARTICLE 25B SICK LEAVE BANK ....................................................................................................... 30 \nARTICLE 25C USE OF SICK LEAVE FOR BEREAVEMENT .............................................................. 31 \nARTICLE 27 HEALTH CARE ................................................................................................................ 31 \nARTICLE 28 LIFE INSURANCE ........................................................................................................... 35 \nARTICLE 29 TRAVEL INSURANCE .................................................................................................... 36 \nARTICLE 30 WORKER'S COMPENSATION ....................................................................................... 36 \nARTICLE 31 IN-SERVICE TRAINING .................................................................................................. 37 \nARTICLE 32 OTHER DEDUCTIONS ................................................................................................... 37 \nARTICLE 33 CAREER DEVELOPMENT PROGRAM .......................................................................... 37 \nARTICLE 34 GRIEVANCE PROCEDURES .......................................................................................... 38 \nARTICLE 35 CONTRACT DISSEMINATION ...................................................................................... 40 \nARTICLE 36 CONTRACT CONDITIONS TERM AND SAVINGS CLAUSE ....................................... 41 \nARTICLE 37 EXTRACURRICULAR PROGRAMS ................................................................................ 41 \n \n \n\n3 \n \n \nPREAMBLE \nIn order to effectuate the provisions of Title 23, the Public Employment Relations Act (hereinafter \nthe Act): and to set forth prescribed rights with respect to wages, hours, terms and conditions of \nemployment of educational support employees of the School District, this Agreement is made and \nentered into by and between the District and Association.\n\n4 \n \nARTICLE 1 ADMINISTRATION \n1.1 The District hereby recognizes the Kenai Peninsula Educational Support \nAssociation/National Education Association-Alaska as the exclusive representative for all \nsupport employees in the Kenai Peninsula Borough School District excluding the Chief \nFinancial Officer, Directors, secretaries for the Board/Superintendent, the Assistant \nSuperintendent of Instruction, the Assistant Superintendent of Administrative Services, and \nthe Chief Financial Officer, Programmer Analysts, IT Programmer, Human Resources staff, \nTransportation Supervisor, Student Nutrition Services Manager, Warehouse Supervisor, \nPayroll Specialists, Chief Accountant, Accountant, Nurse Supervisor, District-wide Pool \nSupervisor, Theater Manager, Data Analyst, and any person who is defined as temporary or \nsubstitute. \n1.2 The rights and privileges of the Association and its representatives as set forth in the \nAgreement shall be granted only to the Association as the exclusive representative of the \nemployees, and to no other organizations representing any portion of the unit or potential \nmember of the unit. \n1.3 In the event that the District assigns or directs an employee to perform duties regularly \nperformed by an employee with a classification having a higher rate of pay, the assigned \nemployee shall be paid at the higher rate of classification when the job is performed more \nthan three (3) consecutive days or a prior agreed to pattern of days through the Human \nResources Department. This pay will be retroactive back to the first day at the different \nclassification. \nARTICLE 2 DEFINITIONS \nAssignment: Refers to Job Classification and/or location(s). \nAssociation: Is the Kenai Peninsula Educational Support Association, also referred to as KPESA. \nAssociation Representative: President of KPESA or designee(s) including but not limited to \nofficers, executive board members, elected or appointed members who represent the Association \nat the various work sites throughout the District, and affiliated association staff. \nBargaining Unit: All educational support employees who fill positions in various job \nclassifications, as established in ARTICLE 1. \nBoard: School Board of the Kenai Peninsula Borough School District. \nDay: For the purposes of this Agreement, shall mean workday, except for those instances where \nit is specified as \"calendar\" day. \nDistrict: Kenai Peninsula Borough School District. \nDomestic Partner: Refers to people who live together in a committed relationship intending to \n\n5 \n \nbe emotionally and financially responsible for each other but are not legally married. \nEmployee: When used hereinafter in the Agreement shall refer to all support employees \nrepresented by the Kenai Peninsula Educational Support Association. \nForms: Current digital copies of any form required to complete processes, exercise rights, or access \nbenefits shall be made available on the District website at https://kpbsd.org/document-library/. \nGrant Funded Employee: An employee hired in a grant funded position working twenty (20) \nhours or more per week is eligible for all benefits described in this agreement with the exception \nof health insurance for those working less than 30 hours per week, and Article 13. \nImmediate Supervisor: The lowest level of management personnel not in the bargaining unit, \nhaving evaluative responsibilities over any one employee or group of employees. \nInterim Employee: An employee hired to replace a permanent employee on an approved leave. \nThis person shall be eligible for all benefits as described in this agreement. \nPart-Time Grant Funded Employee: An employee hired in a grant funded position working less \nthan twenty (20) hours per week is eligible for all benefits described in this agreement with the \nexception of health and life insurance, and Article 13. \nPer Diem: This refers to an employee’s daily rate of pay as calculated by their range and step \nplacement and the hours in their regularly scheduled workday and is used for the purposes of \npaying for extra days of work or for calculating the value of accrued leave. \nPermanent Employee: An employee who holds a budgeted position. This person shall be eligible \nfor all benefits as described in this agreement. \nPermanent Part-Time Employee: An employee who is employed less than twenty (20) hours per \nweek in a budgeted position. This person shall be eligible for all benefits as described in this \nagreement with the exception of health and life insurance. \nPersonnel Action Form: A form issued upon employment which does not constitute a contract \nbut is advisory to the employee concerning date of employment, pay range and step, special terms \nof employment where applicable, job site, job classification, and date of hire. \nProbationary Period: Upon hire an employee shall be subject to a probationary period as \ndescribed in Article 9, which shall continue for ninety (90) working days. \nResignation: A voluntary statement in writing by an employee to sever employment with the \nDistrict. \nSuperintendent: Superintendent of Schools or designee. \nTermination: Discharge or any other action involuntarily severing employment with the School \nDistrict. \nTransfer: Refers to a change in Job Classification and/or location(s). \nWorkweek: A workweek shall be defined five (5) consecutive days unless mutually agreed upon \nby the supervisor and the employee. \n\n6 \n \nYear: For the purposes of this Agreement, shall mean July 1 through June 30, unless otherwise \nspecified. \nARTICLE 3 ASSOCIATION RIGHTS \nA. Dues Deduction \n1. All Association dues may be withheld by payroll deduction during a period of nine \n(9) months, September through May, upon receipt of the authorized membership \napplication. If the employee’s membership authorization is through a digital form, \nthe District will accept an email by the employee, from their District email address, \nauthorizing dues deductions based on the digital form. This deduction shall be at no \ncost to the employee or the Association. Deductions withheld will be paid monthly \nto the KPESA Treasurer, or designee, within five (5) working days after the payday \nfor which the deductions are withheld. \n2. The dues transmittal will include the name of each employee for whom the deduction \nwas made, and the amount deducted from each employee’s pay. \n3. The Association shall annually notify the District as to dues amount to be deducted. \n4. Employees who join KPESA after the start of the school year may authorize their dues \nfor association membership deducted from their paychecks in equal amounts over \nthe months remaining in the school year. \nB. Continuing Membership \nPayroll deduction will continue from year to year unless a different method of payment is \nrequested in writing by the Association or the individual employee. A member who wishes \nto stop payroll deduction of dues must notify the Association and the District in writing. \nThe District shall then notify the Association in writing of members dropping deductions. \nC. Association Representatives \nThe Association shall have the right to designate an Association/Building representative in \nat every building/work site. The Association will provide the Superintendent's office with \nthe name of the Association/Building representative so designated for each site. The \nAssociation Representative(s) may actively seek to assist in problem-solving and to \nrepresent employee’s rights to the processes outlined in this agreement, in accordance \nwith law. \nAn employee, acting as an Association Representative, shall suffer no loss of pay for \nworking hours spent in conferences/meetings scheduled at District request. \nAuthorized representatives of the Association will be permitted to visit employees during \nnon-working time on site when such visits will not interfere with the employee’s work, \nduty assignment or normal school operations. Representatives from outside a school shall \nfollow the school’s normal visitor procedures. \n\n7 \n \nAssociation Representatives will be allowed time before or after any staff meeting, \ntraining, or other gathering to meet with their members for Association business, \nprovided the time and location are requested in advance, and that it does not interfere \nwith the regular operation of the academic program or work time. The Association shall \nbe responsible for inviting their members, and scheduling, reserving, and organizing the \nlocation for its Association business. \nD. Inter-School Mail \nThe Association may use the inter-school mail distribution consistent with United States \nPostal Rules and Regulations. \nE. School Board Meetings \nA representative of the Association will be recognized on each School Board agenda, and \na copy of the school board packet shall be sent to the Association president prior to each \nBoard meeting. \nF. School District Budget \nIt is agreed that the Association President shall receive one (l) copy of any District \npreliminary budget draft and the final approved budget on the same date that individual \nBoard members receive their copy. \nG. Use of District Facilities and Equipment \nThe Association and its representatives shall have the right to use District buildings, \nfacilities, and equipment, at no cost to the Association at all reasonable hours, for \nAssociation business with advance approval of the principal. \nAny equipment lost, stolen, or damaged while in use by the Association shall be repaired or \nreplaced at Association expense. \nH. Benefit Information \nEach new employee shall receive a packet of information to include a copy of the District \nHealth, Dental, and Optical Plan booklet, and a PERS booklet when available. \nI. Membership Materials \nThe District will include a link to a welcome letter from the Association that includes links \nto membership materials and applications in their onboarding materials for new hires. If \nthe District delivers onboarding materials in a paper format, the letter from the Association \nwill be included. \nJ. Bulletin Boards \nThe District agrees to furnish a bulletin board space at the employees' work site to be \nused by the Association. \nK. Access to Bargaining Unit Member Information \nAt the beginning of each school year, the District will supply the Association with the \n\n8 \n \nfollowing information for each employee in the bargaining unit: \n• Name, \n• position, \n• FTE, \n• working location; and \n• work email address. \nMonthly, the District shall supply the Association with the following information for \nany employee in the bargaining unit: \n• New hires: name, position, FTE, work location, work email address, start date, \n• Transfers: name, current location, current position, new location, new \nposition, new FTE, effective/start date of new position, \n• Separations: name, position, location, designation as resignation, termination, \nor retirement, effective/end date, \n• Unpaid leave of absence: name, position, location, effective/start dates; and \n• Name Change: previous name and new name. \nARTICLE 4 NONDISCRIMINATION \nThe District shall comply with all applicable federal, state, and local anti-discrimination laws and \nregulations, as well as applicable Board policies. \nThe District and Association shall not discriminate against any bargaining unit member in matters \nof salaries, fringe benefits, similar terms and conditions of employment, or any other conditions of \nthis Agreement on the basis of race, sex, color, religion, age, physical handicap, marital status, \nchange in marital status, political affiliation, or national origin. \nARTICLE 5 MEMBERSHIP RIGHTS \nA. The District agrees that it shall not directly or indirectly impede, restrain, or attempt to \nrestrain any employee from belonging to the Association, taking an active part in \nAssociation affairs, or discriminate against any employee because of the employee’s \nAssociation membership or lawful Association activity. \nB. The Association and the District agree that they shall not directly or indirectly harass, \ncoerce, or put pressure of any type on an employee to join or not to join or to support or \nnot support the Association or any of its activities. \nC. District employees covered by this Agreement shall not be required to become members of \nthe Association. \n\n9 \n \nARTICLE 6 MANAGEMENT RIGHTS \nThe District reserves unto itself the functions and activities of the Board, the standards of \neducational services, the school curricula, the District budget for operations and capital projects, the \nutilization of technology in the District's operations, the organization and staffing of school \nprograms, the selection for hire of Educational Support Personnel, assignments and job \ndescriptions. \nARTICLE 7 PERSONNEL FILES \nA. All materials, including employee evaluations, placed in the permanent District Office \nemployee's file and originating within the District shall be available to the employee or \ndesignee for inspection on an individual conference basis by request and appointment. \nPermission must be given on the established form, in writing. \nB. Material originating within the District regarding an employee's conduct, service, \ncharacter, or personality shall not be placed in an employee's file unless it is dated and \nsigned by the author, or a person witnessing the delivery of the material to the employee \nin question. A U.S. Postal return receipt card may be used as proof of signature. The \nemployee shall have an opportunity to read any material before it is entered into the \nemployee’s file. The employee will be requested to affix the employee’s signature to the \nactual copy to be filed. Such signature indicates only that the material has been seen, not \nagreement to its content. \nC. Materials included in the employee’s personnel file are subject to removal at the discretion \nof the Superintendent. One (1) year after inclusion of material, an employee may make an \nappointment and meet with the Superintendent to discuss the removal of such material. \nD. If the Superintendent deems it necessary to retain the material, the employee shall be \ninformed. The employee shall have twenty (20) days to respond to the material in the file. \nE. Evaluation forms and other documents pertaining to employee performance will remain \nin the employee’s personnel file, except as approved for removal in C, above. \nF. Only one official personnel file shall be maintained for each employee. The employee shall \nhave the right to respond in writing to any material filed, and such response shall be \nincluded in the file. \nG. All references and information originating outside the District on the basis of \nconfidentiality and information obtained within the District in the process of evaluating the \nemployee for initial employment shall not be available for inspection or response by the \nemployee. It is also agreed that such material shall be destroyed, upon employee request \nafter the employee has worked for the District for one (1) year. \nH. Each employee shall receive a copy of their evaluation. \n\n10 \n \nI. It is recognized by the Association that building files are maintained. Building files will not \nbe transferred between worksites. Building files for all non-probationary employees will \nbe destroyed by the outgoing administrator when the administrator is no longer employed \nat that site. Materials in the building file that are not contained in the personnel file will \nbe destroyed after twenty-four (24) months. \nARTICLE 8 SAFETY AND LIABILITY \nA. Employee Negligence \nExcept for acts of proven negligence or deliberate action, employees shall not be \nresponsible for stolen or damaged property, lost credit cards or other credit documents \nif the employee promptly reports such damage or loss to the District. \nB. Employee Safety \n1. The District shall provide all clothing, when required by State Law or Regulation, \ntools, and equipment required, which will be maintained in a safe and satisfactory \ncondition. \n2. Safety devices and first aid equipment, as determined by the District, shall be \nprovided at District expense. Employees shall be responsible for tools and \nequipment so supplied; ordinary wear and tear will be expected. Tools or equipment \nwhich become damaged or stolen through the employee's proven negligence or \ndeliberate act shall be replaced or paid for by the employee. \n3. No employee shall be discriminated against in any manner because of a refusal to \noperate unsafe equipment or work in an unsafe work environment as determined \nby State or Federal regulations. Employees who fail to comply with established \nequipment operations or work environment rules will be subject to District \ndisciplinary procedures. \n4. Employees shall be required to turn in equipment condition reports and unsafe \nwork environments when requested by the District. \nC. Reporting Safety Concerns \n1. Employees should raise safety concerns at their site and may make \nrecommendations to the building administration and/or the District office. \n2. If concerns are not addressed to the employee’s satisfaction, the employee may \nrequest and shall be granted a meeting with the Risk Management Office and the \nappropriate director. \nD. Dispensing of Medication \nThe District recognizes that nurses dispensing of medication is the preferred option of the \nDistrict. Employees working in the school buildings may be required to issue medication to \nstudents in accordance with the direction of a parent or a guardian. The District is \n\n11 \n \nresponsible for the proper instruction of employees so required. The District shall \nindemnify employees who issue medication as directed and instructed as well as employees \nwho train in the dispensing of medication. In schools without an on-site nurse, the \nemployee dispensing medication may request temporary assistance. \nE. Personal Property Reimbursement \nThe School Board shall not be responsible for the reimbursement of any employee personal \nproperty which may be stolen, destroyed or maliciously damaged while being used in District \nschools except in the event the personal property is medically necessary. The District shall \nreimburse employees for damaged medically necessary personal property, so long as \nreasonable precautions have been taken to ensure protection of said property. \nARTICLE 9 TERM OF EMPLOYMENT \nA. Personnel Action Form \nEach employee and the employee’s administrator will receive a \"Personnel Action\" form \nby the employee's last working day that provides employment information for the \nfollowing fiscal year: \n1. Number of working days. \n2. Pay schedule (pay range and step). \n3. Special terms of employment where applicable. \n4. Location. \n5. Job classification. \n6. Date of original hire. \n7. Reporting date. \nIf any change in the Personnel Action Form is made during the year, the employee and the \nemployee’s administrator shall receive copies. \nShould the District be unable to comply with the above notification date for good and \nsufficient reasons they shall notify the Association and each affected employee, in writing, \nexplaining the reasons for the delay and the expected date of compliance. In no event will \nthe notification be later than May 15. \nB. Probationary Period \nEach new employee will be employed for a 90-day probationary period to determine the \nemployee’s potential in a position, as defined in Article 2. During the probationary period, \nan employee may be dismissed for lack of job skills or other just cause. \n\n12 \n \nARTICLE 9A RANGE ASSIGNMENT AND RE-CLASSIFICATION \nRange assignments for each position are listed in Appendix A. An advisory classification committee \nwill consist of employees and administrators. The Association shall select five (5) employees within \ndifferent job classifications to serve on the committee. In addition to the employees, two (2) or \nmore representatives should be appointed by the Superintendent. The number of administrators \nshall not exceed the number of employees. \nThe committee shall meet once a year in January to consider any classification requests. All requests \nmust be submitted in writing to Human Resources before December 15. \nAfter the committee has met and reached consensus on classification recommendations, the \ncommittee will meet with the Superintendent prior to the end of the school year to present its \nrecommendation(s). Any changes approved by the Superintendent shall become effective July 1 of \nthe coming fiscal year. All decisions by the Superintendent are final. \nThis Article is not subject to the grievance procedure. \nARTICLE 10 WORK RULES \nA. Workday/Work Week \nThe District shall determine the workweek and workday. Employees shall be notified in \nwriting a minimum of five (5) days prior to changes in assignment, including number \nof hours, days and/or week. \nB. Job Openings \nPrior to determining a job opening, employees within a building who meet the \nqualifications and are currently in a position eligible for health benefits may be considered \nfor placement in position within the same job classification. Within twelve (12) working \ndays of determining that a mid-year job opening has or will occur the District shall post \nthe job opening on the KPBSD web site. Job opening announcements shall be posted for a \nminimum of five (5) full working days. \n1. Positions Within the Same Classification \nPrior to determining a job opening, employees within a building who meet the \nqualifications and are currently in a position eligible for health benefits may be \nconsidered for placement in positions within the same job classification. \n \nEmployees currently working hours below the threshold for health care benefits \nmust apply for a position that would result in health care benefits. A one-time \nopportunity to opt out of health care plan will be provided to these employees if the \nhours worked will be less than thirty (30) hours per week. \n2. Interim Positions \n\n13 \n \nWhen an employee fills an interim position and it ends, that employee will be \nreturned to the same or comparable position within the same geographic area. If \nposition(s) have been eliminated, the RIF procedure will be used for reassignment. \nIf the individual on leave does not return, those placed in interim positions shall be \nassigned to those positions. The time served in the interim assignment will count \ntowards seniority and salary advancement. \nC. Transfers \n1. Voluntary \na. Employees who desire to apply for vacancies must submit a transfer request \nusing the electronic application on the District website: \nhttp://www.kpbsd.k12.ak.us/departments.aspx?id=194 \nb. Employees who meet the minimum qualifications shall comprise at least sixty-\nsix (66) percent of the number of applicants interviewed. If all transferees \nare granted interviews, the sixty-six (66) percent rule does not apply. \nEmployees shall not be allowed to transfer more than one time during a school \nyear unless the new position is more than twenty (20) miles from the current \nassignment and/or the new position has benefits, which the current position \ndoes not have. Employees who are interviewed but not selected may request \nin writing reasons for not being selected. A written response will be provided. \nc. The most qualified applicant shall be selected to fill the position. All things \nbeing equal, preference will be given to District employees. \nd. Years of experience with the District, within the job classification, shall be \nconsidered as one of the qualifications. \n2. Involuntary \na. Should it be necessary to involuntarily transfer an employee in the midst of \nthe begin/end dates of the Personnel Action form, the employee shall be given \nwritten reasons and granted an interview prior to the involuntary transfer. \nThe employee shall receive five (5) days’ notice prior to the transfer. Should \nthe employee desire, the employee may request a meeting with the \nSuperintendent. The employee is entitled to Association representation at the \nmeeting. \nb. An employee involuntarily transferred shall have a priority to return to the \nemployee’s previous assignment for a period of eighteen (18) months \nfollowing such involuntary transfer. \nD. Summer Employment \nSummer work positions will be filled by current employees, whenever possible. If summer \nwork is an extension of the same job, the employee shall receive pay presently in force for \nthe employee’s position. \n\n14 \n \nE. Shift Changes \nEmployees shall be scheduled to work regular shifts. Employees' work schedules shall not \nbe changed without notice to the employee at least five (5) work shifts prior to the date the \nchange is to be effective, unless the Superintendent, Association President and employee \nagree to other arrangements. \nF. Show-Up Time \nEmployees reporting to work and not put to work shall receive two (2) hours pay at their \nappropriate rate, unless notified not to report at the end of their previous shift or two (2) \nhours prior to the start of their shift. Any permanent employee starting a shift or second \nhalf of the shift shall be guaranteed a minimum of one-half the number of hours in their \nnormal work shift or second half of the shift. \nG. Leave During Emergency Closures \n1. Emergency Closures \na. In the event that it becomes necessary to close the worksite(s) because of \ninclement weather, volcanic disruption or other natural or manmade \ndisasters, the District administration shall make every attempt to notify the \nappropriate media services. \nb. No employee shall be required to remain at a worksite after the students have \nbeen dismissed and the building administrator has closed the worksite because \nof hazardous health and safety conditions. Employees may be assigned to \nanother worksite. \nc. Employees who are on approved leave on a day in which schools are closed \nshall not lose such approved leave. \nd. When the District determines to make up school days missed, such scheduling \nof makeup days shall be accomplished with input from members of the \nbargaining unit in the affected buildings. \ne. In case of extended closure these rules shall not apply (i.e., fire, earthquake, \netc.). \n2. Emergency Delayed Starts \nIn the event KPBSD delays the start of a school or worksite, employees are entitled \nto the following options: \na. If the employee believes it is safe to report to their worksite, they may report at \ntheir normally scheduled time and work their regular shift. \nb. The employee may work beyond their regular shift an amount of time \ncommensurate with the length of the delay. Normal overtime approval \nprocedures still apply. \nc. The employee has the option to work missed hours, with building administrator \n\n15 \n \napproval, on a weekend day within the same week and pay period. \nd. The employee may follow the delay notice and delay the start of their shift. \nEmployees electing this option will only be paid for the hours actually worked. \n3. Emergency Early Release \nIn the event KPBSD closes a school or worksite early due to an emergency, \nemployees are entitled to the following options: \na. If the employee and administrator believe it is safe to remain at the worksite, \nthe employee may work their regular shift. \nb. The employee has the option to work missed hours, with building administrator \napproval, on an alternate day within the same week and pay period. Normal \novertime approval procedures still apply. \nc. The employee may follow the early release directive. Employees electing this \noption will only be paid for the hours actually worked. \n \n \nH. Stand by Time \nWhen employees are required to stand by because of temporary breakdown or shortage \nof materials, or for any other cause beyond their control, no time shall be deducted from \nthis period and the finishing time or shift shall not be extended to make up the stand by \ntime. \nI. Call Back \nAn employee who is called back to work within four (4) hours after the employee’s regular \nshift is completed shall be paid for a minimum of four (4) hours. Overtime will be paid \nwhen applicable. \nJ. Building Checks \nWhen an employee is required by the District to return to the employee’s building site \noutside of the employee’s regular workday, the employee shall be paid for a minimum \nof two (2) hours. Overtime will be paid when applicable. \nK. Job Orientation \nThe District will provide job orientation to each new employee. The job orientation, at a \nminimum, shall include training in the following: \n• the location of this Agreement and a description of this Agreement as provided by \nthe Association, \n• a directory for and an orientation to the employee’s worksite(s) and \ndepartment(s), and \n\n16 \n \n• how to access district systems, electronic platforms, and forms. \nAdditionally, this may include participating in job-alike opportunities; job-shadowing, \nworking with department chairs or mentors, etc. \nL. Overtime Pay \nAny employee required to work more than eight (8) hours per day or forty (40) hours per \nweek shall be paid at the rate of one and one-half (1 1/2) times their hourly rate for each \novertime hour worked. In the case where more than one employee can perform the job, \nthe District and/or supervisor, whenever possible will distribute overtime on an equitable \nbasis. \nConsistent with the request of an employee, the District may provide compensatory time \noff for the non-scheduled and/or overtime work to the extent that cash payment is not \nrequired by the federal Fair Labor Standards Act. \nM. District Meetings \nWhen employees are required by the District to attend meetings, including those for the \npurpose of orientation or training outside of their scheduled work calendar, they shall be \ncompensated at their regular rate of pay for actual hours in attendance, including overtime \nwhen applicable. \nN. Lunch Break \nAn uninterrupted duty-free lunch period of not less than thirty (30) minutes nor more than \none (1) hour shall be allowed approximately midway, but not to exceed five (5) hours of \ncontinuous work, of each shift. Building administration shall ensure coverage is scheduled \nto allow for duty-free lunch periods. \nEmployees not taking a scheduled, uninterrupted duty-free lunch period, as approved by \nbuilding administration shall adjust their timesheet, as necessary, to reflect actual time \nworked. \n Nurses may be allowed, with agreement between administrator and employee, the flexi-\nbility of taking a paid twenty (20) minute lunch break during their contract day. An addi-\ntional paid twenty (20) minute lunch break shall be allowed when the school nurse works \ntwo (2) hours or more past the nurse’s normal shift. Exceptions to this section can be made \nupon prior approval from the site administrator and Human Resources. \nO. Relief Periods \nAll employees shall be allowed one (1) fifteen (15) minute paid relief break within every \nfour hour segment of work performed. \nP. Pay Warrants \n1. Pay Checks \n\n17 \n \na. Monthly pay warrants will be issued on actual hours worked. \nb. If a regular day for pay warrants falls on a holiday or bank holiday, then the \nlast working day before such a holiday shall be considered the day for pay \nwarrant. \nc. All new hires will have their paychecks automatically deposited in one (1) \nor more financial institutions of their choosing. \nd. The District shall itemize all deductions, as space permits on the pay warrant \nso employees can clearly determine the purpose for amounts which have \nbeen withheld, and the pay warrant shall include the number of straight-\nline hours and dues/deductions. \ne. An employee may request and receive an advance payment on their first \nmonthly payroll of the school year, based on a draw of actual hours \nworked. At other times throughout the year, an employee may request, \nbut is not guaranteed, an advance payment based on a draw of actual hours \nworked. \n2. Savings Account Option \nThe District shall provide an automatic savings deduction through direct deposit. \nCompletion of a savings direct deposit form is required to initiate this process. \nThe savings direct deposit form is available on the District Forms page. \nQ. Pay Shortages \nPay shortages shall be processed after receipt of the employee's proven complaint. Pay \nshortages shall be paid as soon as possible, but in no event later than the next pay \nperiod. \nR. Time Sheets \nTime sheets shall reflect actual hours worked. Employees can access their timesheet history \non the Webpay employee portal. \nS. Termination Pay \nWhen an employee is terminated, the employee’s wages become due immediately and shall \nbe paid in accordance with Alaska Statute 23.05.140. \nT. Transportation of Students \nEmployees shall not be required to transport students in their own vehicle unless \nwarranted by medical emergency. \nU. Student Instruction/Supervision \nNo employee other than educational support Instructional staff shall be required to \nperform teaching duties, or to assume sole responsibility for student supervision duties. \n\n18 \n \nInstructional staff as used in this section shall include Aide (excluding Aide/Library), \nTutor, Student Support Specialist, Student Success Liaison, Speech and Language \nPathology Assistant, and Occupational Therapy Assistant. \nV. Substitutes \nSubstitutes will be hired for all employees unless the building administrator and the \nemployee agree otherwise. \nW. Subcontracting \nThe District recognizes that employees currently working for the District are valued and \nprovide an integral component in the education family. Every effort will be made not to \ncontract out work currently performed by bargaining unit members or that could be \nperformed by bargaining unit members. The District will provide the KPESA president a \nmonthly report of each bargaining unit position filled with a subcontractor during this \nprevious month. \nX. Forced Absences \nIf the building administrator, a licensed personal physician, and/or a physician selected \nby the District, requires an employee to leave the building because of a work-caused health \nhazard not normally present in the environment which causes a physical illness or \ncomplicates a physical health condition, the employee shall be provided with leave with \nfull pay and suffer no loss in benefits (including, but not limited to sick leave) until such \ntime as the unusual condition is eliminated. \nY. Staffing Formulas \nIf the District anticipates a change in the current staffing formulas for employees, the \nDistrict shall meet with KPESA leadership to discuss options. \n \nZ. Workload Management \nEmployees should discuss any concern regarding workload management with their \nbuilding administrator. If the concern is not resolved to the employee’s satisfaction, the \nemployee will have the opportunity to meet with the District to discuss such concern and \nmay choose to bring an Association Representative. \nARTICLE 11 DISCIPLINE AND DISCHARGE \nThe Association agrees that the District has the right to discipline an employee, for just cause. \nA. An employee is entitled to Association Representation at any meeting that may lead to \ndisciplinary action. The District will schedule the meeting at a time that allows \nAssociation presence without unnecessary delays. \nB. In cases where the District determines to discharge, suspend or demote an employee, \n\n19 \n \nsaid employee shall have the charges presented in writing and tendered, at the request \nof the employee, in the presence of an Association Representative. The employee shall be \ngiven two (2) weeks notice or two (2) weeks pay prior to involuntary discharge. In cases \nof an employee being under the influence of drugs and/or alcohol at work, dishonesty, \ninsubordination, abandonment of duties, or unexcused absence of more than three (3) \nconsecutive days, the employee shall be subject to immediate suspension and/or \ndischarge without two (2) weeks’ notice or two (2) weeks’ pay. \nC. Documented chronic use of sick leave in excess of sick leave accrual and/or patterned use \nof sick leave may be subject to discipline and discharge. \nD. Where any disciplinary action involving an employee is undertaken, it will be handled in \na confidential manner. \nE. Any employee disciplined, discharged, suspended or demoted shall have full access to the \nrights as provided in Grievance Procedures. In cases of termination, the appeal process will \nbegin at Level II. \nF. Any employee found by the Board, or the Administration, to have been suspended or \ndischarged unjustly shall be reinstated with full compensation for all lost time and full \nrestoration of all other rights and conditions of employment. \nG. The District agrees to follow a policy of progressive discipline, provided, however, \ndisciplinary action taken against an employee shall be appropriate to the behavior which \nprecipitates said action. \nH. Any complaint known by the Administration, and not called to the attention of the \nemployee within thirty (30) days, may not be used as the basis for any disciplinary action \nagainst the employee. \nARTICLE 12 RESIGNATION \nA. The employee shall give the District two (2) weeks’ notice before leaving her/his \nemployment. Employees leaving without two (2) weeks’ notice may not be eligible for re- \nhire. \nB. This notice period may be shortened through mutual agreement beforehand between the \nDistrict and the employee. \nARTICLE 13 REDUCTION IN FORCE \nA. Layoff * \nA reduction in force includes elimination of a position or a reduction in hours below \neligibility for health benefits. Whenever possible, layoff will be accomplished through \nnormal attrition. Further, the District shall attempt to lessen the impact and extent of a \n\n20 \n \nlayoff through voluntary transfers, encouragement of unpaid leaves, and early retirement \nwhen available. The District shall consider seniority transfer requests of qualified \nemployees at affected sites in lessening the RIF impact. Should a layoff be determined \nnecessary by the District for a reason not prohibited by law, the following procedure will \napply: \n1. All employees shall have a seniority date, established as the date of hire. \n2. All employees shall be assigned to one (1) of three (3) major geographic zones: \nHomer, Central Peninsula, and Seward. \n3. The District shall prepare and maintain the seniority list. The initial seniority list \nshall be prepared and distributed to the Association each year within thirty (30) \ndays of the first day of school. The list will be updated each January. \n4. The Seniority list shall indicate an employee’s seniority, job classification, school \nassignment, and range. \n5. The District shall first lay off the least senior employees within the job \nclassification and geographic area affected. \n6. In the event of more than one (1) individual employee having the same seniority \nranking, all employees so affected shall participate in a drawing by lot to determine \nposition on the seniority list. The Association and affected employees shall be \nnotified of the drawing in writing and shall have the opportunity to be present. \nShould RIF be necessary for employees and positions at: Port Graham, Nanwalek, \nHope, Seldovia, or Tyonek the least senior employee at the site shall be laid off. \nB. Rehire \n1. Laid off employees shall be recalled in reverse order of layoff to any position for \nwhich they are qualified. If the new position is more than twenty-five (25) miles \nfrom the previous work site, the employee may refuse to take the offered position \nand still retain all rehire rights. The employee must accept the offer of position \nwithin five (5) working days of notification by certified letter, or forfeit rehire \nrights. \n2. Laid off employees shall remain on a rehire list eighteen (18) months following the \nlayoff. It is the laid off employee’s responsibility to inform the District of the \ncurrent address and phone number of contact. \n3. It is the responsibility of the laid off employee to inform the School District of \ninterest in and availability for rehire, before March 15 annually, in order to retain \nrehire rights. Failure to inform the District will result in loss of rights to \npreferential hire. \nC. Definitions \nQualified for the purposes of this section shall mean the employee has previous \n\n21 \n \nsatisfactory District experience in job classification and/or demonstrates skills required for \nthe position. \nSeniority shall be defined as length of continuous service part-time or full-time, or a \ncombination of both, measured from most recent date of employment. District-approved \nprofessional, educational, sabbatical, health or military leave shall not be considered as \ninterruption of service and time on such leaves shall be counted toward seniority. \nARTICLE 14 MILEAGE REIMBURSEMENT \nWhen an employee is required by the employee’s immediate supervisor to use the employee’s \nown vehicle for District business, the District shall reimburse the employee at the mileage rate \nestablished per Board policy. (See http://www.gsa.gov). \nARTICLE 15 SPECIAL CERTIFICATE OR LICENSE REIMBURSEMENT \nBargaining unit members who are required, as a condition of employment, to acquire or maintain \na certificate or license shall be reimbursed for the cost of such certificate or license. \nEmployees whose certificate or license expires must submit proof of complete application at least \nthirty (30) days prior to expiration to be eligible for reimbursement. \nARTICLE 16 SALARY SCHEDULE \nSalary ranges and schedules are found in Appendix A. \nARTICLE 17 PAYMENT CONDITIONS \nA. Shift Differential \nThe District shall pay a shift differential of a 3.75% increase over their basic hourly wage to all \nemployees assigned to work the swing shift, and a 7.5% increase over their basic hourly wage to all \nemployees assigned to work the graveyard shift. \nB. Pay Step \nOne (1) work year with the District will qualify an employee for one (1) step on the salary \nschedule. New employees hired prior to January 1 who complete their Personnel Action \nForm will qualify for one (1) step on the salary schedule. \nC. Rate of Holiday Compensation \nHolidays shall be paid for at a straight time rate if not worked. Employees required to work \n\n22 \n \non any of the holidays named in Article 19 shall be paid two (2) times their basic rate of \npay. \nAn employee on unpaid status either the workday before or after a holiday shall not receive \nholiday pay. \nD. Initial Pay Schedule Placement \nAll previous KPBSD experience will be recognized for initial placement on the salary \nschedule. The District reserves the right to start an employee at other than the Initial Step \nof the Pay Schedule. \nE. Nurses \nAll school nurses hired by the School District shall be a Registered Nurse (Non-BSN or an \nRN-BSN). \nF. Longevity \nAll employees not receiving a step increase will receive a longevity increase of two percent \n(2.0%) each year based on the same year’s salary in that row and column. A one hundred \ndollar ($100) flat payment will be paid per year for each year the employee remained at \nlongevity. \nG. National Board Certification of School Nurses \n \nThe district shall add two thousand dollars ($2,000) to the salary of each nurse who holds \na current and valid national board certification. “National board certification\" means \nindividual achievement of national professional job-role standards as certified by a \nnationally recognized board and shall include National Board for Certification of School \nNurses (NBCSN) and any other similar national certification. \n \nARTICLE 17A DISCRETIONAL FUNDS \nThe School Board shall allocate a discretional material fund in the amount of one hundred twenty-\nfive dollars ($125) per each Tutor, Bilingual Instructor, and Interpreter for the Hearing Impaired for \nincidental instructional materials. Half-time employees shall receive one-half (½) the amount \nallocated to full-time employees. Any monies not utilized by May 1 will revert to the site’s general \nfund. \nARTICLE 17B CELL PHONE REIMBURSEMENT \nMicrocomputer Technician II, Truck Driver/Warehouse, Custodian III/Head, and itinerant Nurses \n\n23 \n \nserving two or more schools daily may be required to be available in times of emergency or \nreachable when they are not near a district phone. Personal contact information, such as home \ntelephone or cell phone numbers is shared with building Administration and District Office and \ndistributed only to those who need information in the course of District business. Reimbursement \nof up to five hundred dollars ($500) annually will be provided to employees in these positions to \nassist them with their individual cell phone plan costs. Reimbursement will be made once \ndocumentation has been provided to Accounts Payable. \nARTICLE 18 LEAVES AND BENEFITS \nAnnual Leave: Applies to 12-month employees only. \nA. All permanent 12-month employees shall accrue annual leave at the following rates, and \nall permanent 12–month employees working less than eight (8) hours, but for four (4) \nor more hours shall accrue annual leave at the following rates on a pro rata basis. \nPermanent part-time employees working less than four (4) hours daily or less than \ntwelve (12) months per year are not eligible for annual leave. \nLENGTH OF SERVICE EARNED MONTHLY ANNUAL LEAVE \nZero through 2 years 16 annual leave days per year \nOver 2 years through 5 years 22 annual leave days per year \nOver 5 years 25 annual leave days per year \n \nB. Employees remaining in the same job classification receiving a change in status of a \npermanent full-time employee who works less than twelve (12) months to a 12-month \nposition will have the employee’s length of service determined by each year of less than \ntwelve (12) month employment being equal to one (1) year of employment. Should a 9 or \n10-month position employee transfer to a 12-month position, the person must have \ncompleted at least one half (½) of their work year for that year to count towards 12-month \nservice. \nC. Annual leave will not begin to accrue until an employee has completed the employee’s \nprobationary period. Thereafter, the employee will accrue annual leave retroactive to the \nday of employment. Annual leave will not accrue while an employee is on leave without \npay. \nD. Annual leave may be accrued to a total of forty-three (43) days. One-half (½) of the annual \nleave accrued must be used by June 30 of each current year. \n\n24 \n \nE. An employee must have been employed for a total of six (6) months before becoming \neligible to apply for annual leave benefits. \nF. Prior approval is required before annual leave days are taken. \nG. All unused annual leave shall be automatically cashed in upon termination or resignation \nbased on employee's regular rate of pay. Upon death of the employee, one hundred percent \n(100%) of the employee’s unused annual leave shall be paid to the employee’s estate based \non the employee’s regular rate of pay. This provision is not applicable when terminated \nfor just cause. \nH. Annual leave may be used in a minimum of one (1) hour increments. \nARTICLE 19 HOLIDAYS \nAll employees will receive the following paid holidays if included in their work year: New Year's Day, \nMemorial Day, Independence Day, Labor Day, Thanksgiving and the day after Thanksgiving, the day \nbefore Christmas and Christmas Day. An employee on unpaid status either the workday before or \nafter a holiday shall not receive holiday pay. \nIf any of the above holidays fall on Sunday, the following Monday shall be considered the legal \nholiday. When any of the above holidays fall on Saturday, the Friday immediately preceding the \nholiday shall be considered to be the holiday. \nARTICLE 20 PERSONAL LEAVE \nA. All employees may earn five (5) of their assigned workdays as personal leave each year \ncumulative to fifteen (15) working days. \nB. Except in the case of extreme emergency or situation in which the administrator involved \nand the District Superintendent shall consider as particularly extenuating, personal leave \nwill not be granted for the first or last day of school. Personal leave may be granted on the \nday before and/or the day after school vacation or holiday. \nC. Prior approval is required before personal leave days are taken. \nD. Unused personal leave may be cashed in by submitting an application no later than \nNovember 30 or May 31 per the following guidelines: \n1. No more than five (5) cumulative days per year may be cashed in. \n2. The value of each day will be equivalent to the employee’s per diem. \n3. The cash out provision is available only on the December payroll and at the end of \nthe school year. \n\n25 \n \nE. Personal leave shall be used in a minimum of one (1) hour increments. \nAn employee working a 215- or 216-day work calendar where at least one day falls in each \ncalendar month shall receive one (1) additional day of personal leave. This day may not \naccumulate or have cash value. \nUpon death of the employee, one hundred percent (100%) of the employee’s unused \npersonal leave shall be paid to the employee’s estate based on the employee’s per diem \nrate. \n \nARTICLE 21 ASSOCIATION LEAVE \nThe Board shall provide the Association sixty (60) days per year for Association Leave for \nAssociation business. All Association leave shall have prior approval of the KPESA president, \nbuilding administrator, and Human Resources. Days beyond the sixty (60) if approved, shall be done \nso with the understanding that the Association will pay the substitute costs, if any. The unused leave \nwill be allowed to accumulate from year to year to facilitate negotiation years. \nA maximum of fourteen (14) days, to be used for official NEA State or National business, at District \nexpense, shall be approved for employees elected to State or National NEA office. Days beyond the \nfourteen (14) if approved, shall be done so with the understanding that the Association will pay the \nsubstitute costs, if any. \nWhenever any representative of the Association or any support employee is mutually scheduled by \nthe School Board or the Administration and the Association to participate during the working hours \nfor grievance proceedings, conferences or meetings, the employee shall suffer no loss in pay, nor \nshall there be any leave charged to the employee or the Association. \nAssociation President \nThe District agrees to grant a release time request for the President of the Kenai Peninsula Education \nSupport Association for each year of the current contract, if requested. This release time is granted \nbased on recognition that the employee’s time in their role is spent on administrative duties that \ninclude labor representation and liaising. The President’s release time shall be granted by the \nDistrict, provided that the following conditions are met: \n(a) the Association shall reimburse the District the salary and benefits equal to the amount of release \ntime; \n(b) the President shall not be released until the District has found an acceptable substitute who can \nperform the President’s professional duties and responsibilities; \n(c) the request, with the expected contracted days and FTE of the release, must be made in writing \nprior to April 15 of each year for the following school year; \n\n26 \n \n(d) should the Association choose to have .50 or more release time for the President, the Association \nwill bear one hundred percent (100%) of the annual benefit package for the President. \nThe employee shall continue to accrue credit for service toward salary increases and retirement, if \nand as allowable under the Division of Retirement and Benefits, while serving in this position. \nAt the conclusion of President’s release, the employee shall be returned to the employee’s building \nposition held prior to the leave. \nARTICLE 22 CIVIC LEAVE \nA. Jury Duty \nEmployees required to serve on Jury Duty or subpoenaed as a witness shall suffer no \nloss in regular earnings to a maximum of forty (40) hours per week. \n1. If an employee misses work because of jury duty, or is required by subpoena to give \ntestimony before a judicial or administrative tribunal in a proceeding in which the \nemployee is not a part, i.e., plaintiff, defendant, etc., the employee shall be paid \nthe employee’s normal compensation for any periods of work so missed. Any \ncompensation issued to the employee by the legal system will not be submitted to \nthe district. \n2. When an employee is summoned as a witness or for Jury Duty, this shall constitute \nthe employee’s work shift and the employee shall not be required to report to the \nemployee’s work site for that day. \nB. Community Service \nIf an employee is a volunteer firefighter, or is an Emergency Medical Technician the \nemployee may be immediately released from duty in order to respond to an emergency call. \nAny compensation earned while performing such volunteer service shall be remitted to the \nDistrict in an amount not to exceed the salary which would have been earned had the \nemployee been on duty. Procedures for such use shall be on file in the principal's office. \nC. Public Office \nThe Superintendent shall grant a leave without pay to any employee to campaign or serve \nin a public office, including positions on a tribal council, not to exceed ten (10) employees at \nany time. \nUnpaid leave shall be granted, not to exceed five (5) days, for an employee to campaign for \na candidate for public office, including positions on a tribal council. other than the employee. \n\n27 \n \nARTICLE 23 UNPAID LEAVE OF ABSENCE \nA. Any employee may, upon written request to the Superintendent or designee and with \napproval of the School Board, be granted an unpaid leave of absence for illness, \nprofessional study, military duty, or for personal reasons. Unpaid leaves of absence may \nonly be granted to employees who have completed three (3) years of service in the District. \nAt their discretion, the Superintendent may approve applications to the school board of \nemployees with less than three years of service. \nB. An unpaid leave of absence is a benefit of the contract and not meant to incur the District \nthe cost of unemployment insurance. An employee on an approved LOA may request to be \nassigned to an open position before their normal return time. \nC. When granted unpaid leaves of absence, employees will only be guaranteed re-employment \nupon their return to duty if they return on the date specified in their request for leave. \nHowever, upon mutual agreement, any unpaid leave may be extended. Notification of such \nreturn must be given to the Superintendent in writing by February 1. Further, the \nemployee, upon the employee’s return, may be assigned to the same or comparable \nposition within the employee’s geographic area and continue on the same range and step \non the salary schedule the employee was on when the leave was granted. \nD. If an employee on unpaid leave of absence remains away from duty beyond the expiration \nof the employee’s leave or renewal, the employee’s position shall be considered vacant. \nE. Leaves under this Article of two (2) weeks or less for extenuating circumstances may be \napproved by the Superintendent or Designee. This short-term unpaid leave may be \ngranted to an employee, including those in their first year of employment except when an \nadministrator believes granting leave would make operation of a building impossible. \nF. Employees may leave their contributions with the retirement system during leave of \nabsence, and will have the option of maintaining health and life insurance at the \nemployee's expense. \nARTICLE 24 LEAVE OF ABSENCE FOR RESERVE OR AUXILIARY MEMBERS OF ARMED \nFORCES (AS 39.20.340) \nAn employee who is a member of a reserve or auxiliary component of the United States Armed \nForces is entitled to a leave of absence without loss of pay, time or efficiency rating on all days during \nwhich the employee is ordered to training duty, as distinguished from active duty, with troops or at \nfield exercises, or for instruction, or when under direct military control in the performance of a \nsearch and rescue mission. The leave of absence may not exceed sixteen and one half (16 ½) working \ndays in any 12-month period. If the military pay is less than the employee’s normal gross wage, the \nemployee will be compensated up to the employee’s normal gross wage from the District. \n\n28 \n \nIf an employee is called to active duty by the governor, an employee otherwise qualified under (a) of \nthis section is entitled to five (5) days leave of absence without loss of pay, time, or efficiency rating. \nUpon approval of the Board of Education, the above leave and conditions may be extended for up to \none (1) year of leave. \nFor the purpose of computing leave and longevity, short-term military leave will count as full-time \nservice with the employer. \nIf the employee has the option to serve the employee’s military duty when school is not in session, \nthat person shall elect that option. \nARTICLE 25 SICK LEAVE \nA. Employees shall be credited, at the beginning of their employment year or upon hire, with sick \nleave equal to the amount that would accrue over the course of the remaining fiscal year, calcu-\nlated at the following rates: \na. Each permanent eight (8) hour employee shall accrue sick leave from the date of \nemployment at the rate of one and one-third (1 1/3) days per month, per pay period \naccording to an employee’s personnel action form with unlimited accumulation, \nregardless of status. A minimum of one (1) hour will be used for each absence. \nAbsences that exceed one (1) hour will be recorded in 15-minute increments. \nb. Each employee working less than eight (8) hours shall accrue sick leave from the \ndate of employment on a prorated basis per month with unlimited accumulation. \nA minimum of one hour will be used for each absence. Absences that exceed one \n(1) hour will be recorded in 15-minute increments. \nB. An employee may use accrued sick leave for leave due to illness, accidents, or medical, \ndental, or optical appointments. \nC. Employees will be eligible for sick leave due to personal disability caused or contributed \nto by pregnancy, miscarriage, abortion, childbirth and recovery in the same manner as \nall other disabilities. \nD. A maximum of ten (10) days of sick leave shall be granted to an employee, in the event of \nserious illness, accident, hospitalization or temporary confinement in the employee’s \nimmediate family. \nE. Employees may be eligible to use additional leave under the federal Family and Medical \nLeave Act, the Alaska Family Leave Act, or short-term disability insurance, and should \ncontact Human Resources for more information. \nF. For leave of more than five (5) days, the District shall require a written statement from \na licensed physician or practitioner. \n\n29 \n \nG. A maximum of fourteen (14) days of sick leave may be used for parental purposes within \nthe first (1\nst\n) month of the birth or adoption of a child. Employees may be eligible to use \nadditional leave under the federal Family and Medical Leave Act, the Alaska Family Leave \nAct, or short-term disability insurance, and should contact Human Resources for more \ninformation. \nH. For purposes of this section, members of the immediate family include spouse, domestic \npartner, parent, child, parent-in-law, child-in-law, grandparent, grandchild, sibling, \nguardian, and ward. \nI. Due to extenuating circumstances, exceptions to any of the provisions contained in this \nsection may be granted at the discretion of the Superintendent. \nJ. Upon request by the District, the employee will submit proof that the leave was used for \napproved purpose(s). \nK. Unused sick leave may be donated as described in Article 25A, or may be cashed in by submit-\nting an application no later than November 30 or May 31 per the following guidelines: \na. Employees must maintain a minimum of ten (10) days’ sick leave in their account, except \nas described in N, below. \nb. No more than two (2) total days per year may be cashed in. \nc. The value of each day will be equivalent to the employee’s per diem. \nd. The cash out provision is available only on the December payroll and at the end of the \nschool year. \nQ. Upon resignation after twenty (20) school years of service with the District or upon retirement \nfrom the District through PERS, an educational support employee shall be paid sixty-seven per-\ncent (67%) of the employee’s normal hourly rate for unused sick leave. \nR. If the State grants credit for unused sick leave under PERS, the employee shall be allowed to \napply for retirement credit all or a portion of accrued sick leave. \nS. The employee’s estate shall receive the monetary value of sixty-seven percent (67%) of \nthe deceased’s unused sick leave balance at their per diem rate upon the death of the \nemployee. \nARTICLE 25A: DONATIONS OF SICK LEAVE \nMembers shall be allowed to donate sick leave to and receive donations of sick leave from leave \neligible members subject to the following conditions: \nA. Each member wishing to donate sick leave will fill out, date and sign a leave slip showing \nthe amount of leave to be donated. The leave slip will have written along the bottom, or \nin the space provided, “Leave donation to (employee name), or directly to the sick leave \nbank.” \n\n30 \n \nB. The Association will be responsible for gathering all leave donations to be forwarded to \nthe District. Leave donations will become available during the pay period in which the \nAssociation approved donation is received by the HR department. \nC. With the exception of provisions in item I, the total amount of leave credited to the \nrecipient’s donated leave account shall not exceed twenty (20) days per school year. \nDonated leave may not be used until all accrued sick leave and sick leave bank \nappropriations have been exhausted. \nMembers may donate any amount of accumulated sick leave to the sick leave bank. \n \nD. The member must maintain a minimum of ten (10) days sick leave in their account in \norder to donate, except upon separation of employment from the District, when members \nmay donate all remaining leave down to zero (0). \nIf the donation is upon the member’s separation from employment with the District, the \nAssociation approved donation form must be received by the HR Department within thirty \n(30) calendar days of the member’s last day of active employment, or by June 30 if the \nemployee completes their work calendar for the year. \nE. The donation cannot be withdrawn, modified or otherwise returned to the donor’s leave \naccount. \nF. Coercion of members to donate sick leave to another member is prohibited. \nG. Any unused leave by a member who has received donated sick leave shall be forwarded to \nthe sick leave bank at the end of the following school year. \nH. The District shall provide, on an annual basis, a donated leave report to the Association \nreflecting donated leave activity. \nI. Family members have the right to donate and receive an unlimited amount of sick leave \ndays, keeping a ten (10) day balance in their account, except upon termination from \nemployment with the District as described in Section D, above, to and from family \nmembers. For purposes of this section, members of the immediate family include spouse \nor domestic partner, fiancé, fiancée, parent, child, parent-in-law, child-in-law, \ngrandparent, grandchild, sibling, guardian, and ward. Additions to this list may be made \nby the Superintendent. \nARTICLE 25B SICK LEAVE BANK \nThe sick leave bank will be administered as follows: \n1. All employees beginning services with the District shall contribute one (1) day to the sick \nleave bank following the January pay period. \n\n31 \n \n2. Employees shall not be requested to make further contributions unless the number of \ndays in the bank drops below 250. \n3. At such time the bank drops below 250 days, each employee shall contribute one (1) day to \nthe sick leave bank. \n4. The bank is to be administered jointly by the Superintendent and the Association. \n5. Sick leave days from the bank may be granted only when the number of sick leave days \naccumulated by the bargaining unit member have been exhausted. Withdrawals may be \nmade for up to twice the number of sick leave days accumulated before the employee’s \nfirst (1\nst\n) scheduled workday or twenty-four (24) days, whichever is greater. The employee \nis not automatically entitled to the number of days for which the employee may be eligible. \nARTICLE 25C USE OF SICK LEAVE FOR BEREAVEMENT \nAccrued sick leave may be used for bereavement in the event of death in the immediate family, for \na maximum of ten (10) workdays; in the event of a death of a spouse, fiancé, fiancée, domestic \npartner, or child, a maximum of thirty (30) workdays. This leave must begin within thirty (30) \ncalendar days of death of the immediate family member. \nFor purposes of this section only, immediate family is defined as (including in-law and step \nrelationships) parent, spouse, fiancé, fiancée, domestic partner, parent’s sibling, first cousin, child, \nsibling, grandchild, grandparent, guardian, ward, and dependents living in the household. \nIn the event of the death of a colleague or student, the employee may use up to eight (8) hours of \naccrued sick leave to attend a funeral or memorial service. The employee may claim on the \nemployee’s timesheet up to four (4) hours of this leave from the sick leave bank. \nExceptions to the provisions contained in this section may be granted upon submission of the \nrequest to the Superintendent. \nUpon request by the District the employee will submit proof that the leave was used for the approved \npurpose. For the purposes of this section, acceptable proof includes but is not limited to an obituary, \na funeral program, a prayer card, or verifiable details including date of death, city of death, and \nrelationship to the deceased. \nARTICLE 27 HEALTH CARE \n1. Health Care Plan Committee (HCPC): \nA Health Care Plan Committee (HCPC) shall be composed of four (4) representatives selected by the \nKenai Peninsula Education Association, three (3) representatives selected by the Kenai Peninsula \nEducation Support Association, one (1) representative selected by the Kenai Peninsula Administrator \nAssociation, and three (3) current employee representatives selected by the Superintendent. All \n\n32 \n \nvoting representatives must be either elected representatives of their respective Association or \nparticipants of the health care plan. The Plan Administrator and Benefits Manager are non-voting \nadvisors to the committee. The HCPC shall select a chairperson from its committee of voting \nmembers. \nA quorum for the meetings shall require no fewer than nine (9) committee members. The HCPC \nwill conduct a formal vote on any matter that could impact the cost or benefits of the health care \nprogram or on any matter that would require a change in the summary plan description. Formal \nvotes shall require an eighty percent (80%) vote of the total voting committee members to pass. \nThe committee shall annually review by-laws in September of each year unless the committee deems \nthat an alternate time would be better. The committee will meet monthly unless this is changed by \nthe committee members in accordance with the committee’s by-laws. \nThe HCPC shall be empowered to determine health care benefits different from benefits in the plan \nin place on January 1, 2025. The committee will determine and control the health care program for \nall District employees covered by the program during the term of this agreement including but not \nlimited to the following: benefits and coverage provided, cost containment measures, preferred \nprovider programs, co-payment provisions, evaluating other health insurance programs, and \nimplementing any wellness measures it deems beneficial to employees and the health care program. \nYear-to-date fees associated with Brokers and Third-Party Administration shall be shared with the \ncommittee at each meeting. \nThe District may issue a Request for Proposal (RFP) for health care insurance providers independently or \nshall do so at the direction of the HCPC. Any proposals received by the District shall be presented to and \nreviewed by the HCPC at the subsequent meeting. The District shall take all necessary and reasonable \nsteps required by the quoting agency to ensure fair and transparent access to quotes from any quoting \nagency. The HCPC will evaluate the need for future RFP’s annually. The District shall not be required \nto adopt changes made by the HCPC which would result in violations of established laws or \nregulations. \nThe HCPC shall be advisory to matters related to Broker selection, Third (3\nrd\n) Party Administration \nand Stop-Loss insurance. \nThe District agrees to work with the HCPC to provide reasonable time for meetings and provide \nadequate support, including an expert health care consultant for plan design. Administrative leave \nwill be provided for all participants. \nAll HCPC and subcommittee meetings shall be subject to and conducted in compliance with the \nOpen Meetings Act. Minutes and recordings of each meeting shall be posted on the KPBSD website. \n2. General Conditions: \nBenefits are afforded to the employee, spouse and all eligible dependents. All benefits are subject to \nthe terms, conditions, limitations, and definitions contained in the Plan Document, and Summary \nPlan Description (SPD), which shall govern in the event of any conflict. \n\n33 \n \nAs of November 7, 2016, all employees who work thirty (30) or more hours per week or at least .75 \nFTE are eligible for year-round health benefits and are required, as a condition of employment, to \nparticipate in the KPBSD health plan. Any employee who as of November 7, 2016, has been working \nbetween twenty (20) and thirty (30) hours per week or between .50 and .75 FTE, and has previously \nbeen receiving health benefits, shall be grand parented as eligible for health benefits for the \nremaining length of time they are employed by the District. \nEmployees who have alternative health insurance coverage meeting the minimum ACA \nrequirements may elect to waive their entitlement to District provided health insurance coverage. \nA flexible benefit account program, under the provision of Section 125 of the Internal Revenue \nService Code, will continue. \nDental and vision benefits shall be provided separately from medical and prescription benefits. \nEmployees may elect not to receive dental and vision coverage. The cost of the dental and vision \nbenefits shall be included in the calculation of the employer and employee contribution amounts. \nThe employer and employee contributions will be the same for an employee who receives dental \nand vision coverage as it is for an employee who elects not to receive dental and vision coverage. \n3. Self-Funded Health Plan Costs \nThe District health care program is currently self-funded. Program costs are solely a product of \nadministrative expenses and actual claims experience as reported in the District’s Comprehensive \nAnnual Financial Report. \nTotal District dollar share of health plan costs is calculated based on the negotiated District \npercentage as applied to actual plan costs. The District will make contributions to the health care \nprogram for each participant on a 12-month basis. \nNinety percent (90%) of the health care costs are paid by the District. Tenpercent (10%) of the \nhealth care costs are paid by the employees. \n \n \n4. Health Care Plan Description \nEmployees have the option of either a Health Reimbursement Arrangement (HRA) or a Health \nSavings Account (HSA). \nThe HDHP will offer four healthcare plan tiers. The tiers will be: Employee Only, Employee and \nSpouse, Employee and Children, and Employee and Family. \nEmployee premium rates for each tier shall be set annually and made available on the District \nwebsite at https://employees.kpbsd.org/health-care-plan prior to the annual open enrollment \nperiod. \nSelection of employee tier for the following calendar year will be made during the November 15 – \n\n34 \n \nDecember 15 Open Enrollment period, to begin on January 1, or during a special enrollment period \nas required by a qualifying event. \nEmployees who are married to another KPBSD employee, or who are a dependent child under age \n26 of another KPBSD employee, may choose to waive their own District-provided health insurance \nand be covered together under a single policy with the appropriate tier. \n \nHigh Deductible Health Plan \n(90%/10%) \n HRA Plan HSA Plan \nDeductible $1,500 / Individual \n$3,000 / Family \n$1,700 / Individual \n$3,400 / Family \nOut of Pocket \nMaximum \n(Not including \ndeductible) \n \n$2,000 / Individual \n$4,000 / Family \n \n$2,000 / Individual \n$4,000 / Family \nHRA or HSA \nContribution \nS800/ Year \n$1,000/Year per covered employee \n$800/ Year \n$1,000/Year per covered employee \n \nThe District shall make an annual contribution, per covered employee, of one thousand dollars \n($1,000) to each employee’s HRA or HSA, up to allowable IRS limits. When two or more employees \nare covered under the same policy, the policy-holder shall receive an annual contribution equal to \none thousand dollars ($1,000) per employee covered on the policy, up to allowable IRS limits. \nThe health care subcommittee comprised of KPEA, KPESA, and KPAA HCPC representatives, shall \ndetermine the employee contribution amount. \nEmployee Health Care Reserve Account: The existing employee health care reserve account shall be \nmaintained. Any interest gained on this account shall be retained in this account. Seven hundred \nfifty thousand dollars ($750,000) of the employee health care reserve account shall be set aside for \nuse at year end for payment of the employee portion of program costs that exceed employee \ndeposits. If the employee health care reserve falls below $750,000, an amount needed to replenish \nthe fund to $750,000 will be calculated by the sub-committee and added to the employee’s annual \nrate in the following year prior to the open enrollment period. Any amount in the employee health \ncare reserve exceeding the $750,000 balance will be used to offset future employee costs as \ndetermined by the sub-committee. \nThe HCPC subcommittee of Association health care committee representatives (KPEA, KPESA, and \nKPAA) will have the authority to address the usage of any amount remaining above the $750,000 \nrequirement stated above. These monies can be used to pay down the employee share of the health \ncare employee contribution, reduce employee premiums for the following year, or may remain in \nthe Employee Health Care Reserve account to pay down future costs or overages. \n\n35 \n \n*Guidelines involving “qualifying event” and “pre-existing conditions” will be followed in \naccordance to the health plan document, which is available at: https://employees.kpbsd.org/health-\ncare-plan. \nThe District shall maintain a “reward” system to protect the plan from inaccurate charges by Service \nProviders. The District and employee shall evenly divide any monetary benefits resulting from the \ncorrection of such charges. Errors made by the plan administrator are ineligible for this reward. \n5. Plan/Benefit Changes \nThe HDHP in place at the time of ratification shall continue, with the following exceptions. Changes \nto these exceptions or any other term specified in this agreement (deductible, HRA/HSA \ncontributions, premium cost-sharing, etc.) may not be modified by the HCPC unless the parties \nagree to an MOU. Effective January 1. 2027: \n• Physician services received from providers not in the KPBSD Health Plan PPO network will \nbe reimbursed at a flat sixty percent (60%) benefit level. Payments for such non-PPO \nphysician services will not apply toward the participant's out-of-pocket maximum. These \npenalties shall be waived if current information about PPO providers is inaccurate or \nunavailable. The HCPC will have authority to assist in the implementation of this provision \n(such as identifying PPO providers). \n• Dental Basic Care Benefit will change to eighty percent (80%). \n• The fourth quarter deductible will no longer rollover for HRA plans. \n• Employees will accrue two (2) additional days of leave per procedure completed using \nTranscarent. \n \n6. Implementation Timeline \nDue to the logistics of implementing plan changes for FY26, this Article/Section shall not be \nretroactive, except the following shall apply: \n• A special open enrollment period will be available in November/December 2026, for coverage \nto start on January 1, 2027. \n• Existing employees that were participants in the healthcare plan for at least six (6) months \nduring FY26 will receive a one-time payment in September 2026 of one thousand dollars \n($1000). This will be paid on the September 2026 paycheck. \nARTICLE 28 LIFE INSURANCE \nA. Life insurance coverage in an amount equal to two (2) times the employee's annual salary \nrounded to the next highest thousand will be provided by the District at no cost to all \n\n36 \n \neligible employees. An employee may increase coverage to a maximum of double their \nsalary by paying the additional premium. In the event of accidental death, the insurance \nshall pay double the specified amount. \nB. It is the employee's responsibility to sign and return the application card. All employees \nwill complete and have on file in the accounting office a listing of beneficiaries. \nC. Term life insurance in the amount of ten-thousand dollars ($10,000) or the employee’s \nannual salary, whichever is less, shall be provided for the spouse of the employee at no \nadditional cost to the employee. The ten-thousand dollar ($10,000) coverage does not apply \nwhen both spouses are employees of the School District. \nD. Dependent coverage (optional): Dependent benefits shall be two thousand dollars ($2,000) \nper dependent. The cost to the employee shall not exceed the per month premium rate \nestablished by the carrier and shall cover all listed dependents. \nE. Conversion provisions: Any employee may obtain, within thirty (30) days after termination \n(for any reason), an individual policy without a physical examination, subject to the \nprovisions and rates established by the insurance carrier. \nARTICLE 29 TRAVEL INSURANCE \nA. The District shall provide a travel insurance policy with a benefit in the amount of one \nhundred thousand dollars ($100,000) in the event an employee is killed while traveling \non District approved business or during the course of any bona fide trip made by an \nemployee for the District. Such trip shall be deemed to have commenced when the \nemployee leaves the employee’s residence or place of regular employment for the purpose \nof going on such trip, whichever last occurs, and shall continue until such time as the \nemployee returns to the employee’s residence or place of regular employment, whichever \nfirst occurs. \nB. Air travel is covered only if on a commercial flight or commercially licensed air taxi service \napproved by the District for such trip. \nC. Travel to and from work is not covered. \nD. The beneficiaries will be the same as those listed for the regular life insurance program. \nARTICLE 30 WORKER'S COMPENSATION \nA. The School District, being required by law to carry worker's compensation insurance on \nall employees, agrees to cover those accidents that happen while an employee is on the job \nor in any function in compliance with a direct order by a supervisor(s). \nB. A worker's compensation report must be filed in the District Office within forty-eight(48) \n\n37 \n \nhours of the accident. Forms shall be available in all school offices. \nC. The employee has two compensation options during any absence in conjunction with a \nwork-related injury. The employee may choose to take either: \n1. Worker’s compensation payments in lieu of a salary benefit and therefore retain \nthe employee’s accrued sick leave; \nor \n2. Worker’s compensation payments and receive, through use of sick leave, \nadditional wages up to the employee’s normal gross wage. The sick leave payments \nwill be made when the employee returns to work with no limitation. \nIf the employee selects this option but is unable to return to work, the employee \nshall be made whole from the time the employee is absent due to a work-related \ninjury to the date the employee is terminated due to inability to return to work. \nD. An employee on worker's compensation shall accrue all leave benefits available for that \nposition. \nE. Employees involved in a long-term work-related injury shall receive an orientation on the \nramifications of workers’ compensation, to include leave, pay, and benefit issues. \nARTICLE 31 IN-SERVICE TRAINING \nIn an effort to improve employee skills, the District agrees to provide in-service day(s) on an as \nneeded basis in identified areas. These in-service day(s) shall be workdays and shall be planned by \nthe District. \nAll in-service days will occur during the employee’s work calendar. \nARTICLE 32 OTHER DEDUCTIONS \nUpon appropriate written authorization by the employee, as established by the District, the School \nBoard shall deduct from the salary of any employee and make appropriate remittance for tax \nsheltered annuities, credit union, bank or any other plan or program approved by the School Board. \nARTICLE 33 CAREER DEVELOPMENT PROGRAM \nA. A career development program shall be funded at a cost not to exceed twenty thousand \ndollars ($20,000) for each contract year. Unused funds shall roll over from year to year \nto a maximum balance of $40,000. \nB. The Association may make program recommendations to the Superintendent for the \n\n38 \n \nexpenditure of these funds, up to an annual maximum of two thousand dollars ($2,000) \nper employee. Upon request, a member of the Superintendent's staff will serve as an \nadvisor to the committee. \nC. When funding is available and the District elects to offer a program supporting \nemployees wishing to earn an Alaska State educator certificate, terms of such a program \naffecting working conditions and compensation shall be developed jointly with the \nAssociation. \nARTICLE 34 GRIEVANCE PROCEDURES \nA. Definitions \nGrievant shall mean an employee, or group of employees, or the Association filing a grievance. \nGrievance shall mean a claim by a grievant that there has been an alleged violation, \nmisinterpretation, or misapplication of the Agreement, or a violation of official Board policy. \nParty of Interest is the person, or persons, making the claim and any person who might be \nrequired to take action, or against whom action might be taken in order to resolve the claim. \nDays shall mean work days, except as otherwise indicated. \nB. Right to Representation \nThe Board shall recognize grievance representatives upon their identification by the \nAssociation. At least one (1) Association representative shall be present for any meetings, \nhearings, or appeals, or other proceedings relating to a grievance which has been formally \npresented. The Association Representative(s) may actively seek to assist in problem-solving \nand represent employees’ rights to the process outlined in this agreement, in accordance with \nlaw. Nothing contained herein shall be construed as limiting the right of any employee having \na grievance (complaint) to discuss the matter informally with the employee’s supervisor, then \nthe Superintendent, and finally the School Board. It is understood that the KPESA is the only \norganization that may provide representation for a grievant. \nC. Procedure \nLevel I \nThe parties of interest acknowledge that it is usually most desirable for an employee and the \nemployee’s immediate supervisor to resolve problems through free and informal \ncommunications. The grievant may present the grievance in writing within thirty (30) days \nto the immediately involved supervisor, who will arrange for a meeting to take place within \nten (10) days after receipt of the grievance. The grievant and/or the Association and the \nsupervisor shall be present for the meeting. The supervisor shall provide the aggrieved party \n\n39 \n \nand the Association with a written answer to the grievance within five (5) days after the \nmeeting. Such answer shall include the reasons upon which the decision was based. \nLevel II \nIf the grievant is not satisfied with the disposition of the employee’s grievance at Level I, or if \nno decision has been rendered within five (5) days after presentation of the grievance, the \ngrievance may be referred to the Superintendent or official designee. This must be done \nwithin fifteen (15) days from the time of the Level I disposition. The Superintendent shall \narrange for a hearing with the grievant and/or the Association, to take place within five (5) \ndays of the Superintendent’s receipt of the appeal. The parties of interest shall have the right to \ninclude in the representation such witnesses and counselors, as they deem necessary to \ndevelop facts pertinent to the grievance. Upon conclusion of the hearing, the Superintendent \nand/or designee will have five (5) days to provide a written decision, together with the \nreasons for the decision to the Association. \nCases involving language or contract interpretation will move to Level IV without a Board \nhearing. \nLevel III – Board Level \nThe Board Level will be used exclusively for employee discipline. If the grievant is not \nsatisfied with the disposition of the employee’s grievance at Level II, or if no decision has been \nrendered within five (5) days after presentation of the grievance, then the grievance may be \nreferred to the School Board, within fifteen (15) days of receipt of Level II disposition. The \nSchool Board shall arrange for a hearing with the grievant and/or the Association, to take \nplace within fifteen (15) days of their receipt of the appeal. The School Board may hear the \ngrievance or appoint a hearing officer. The parties of interest shall have the right to include \nin a representation such witnesses and counselors, as they deem necessary to develop facts \npertinent to the grievance. Upon conclusion of the hearing, the School Board will have ten \n(10) days to provide their written decision, together with the reasons to the Association. \nLevel IV – Binding Arbitration \na. If the Association is not satisfied with the disposition of the grievance at Level III \nby the School Board, or Level II by the Superintendent (cases involving language or \ncontract interpretation), or if no decision has been rendered, the Association can submit \nthe grievance to arbitration before an impartial arbitrator. This must be done within \nthirty-five (35) days from the time of the Level II or Level III disposition, or from the date \nwhen the disposition was due. The arbitrator shall be selected by the American \nArbitration Association in accordance with its rules, which shall likewise govern the \narbitration proceeding. Neither the employer nor the Association shall be permitted to \nassert in such arbitration proceeding any grounds or to rely on any evidence not \npreviously disclosed to the other party. The arbitrator shall have complete authority to \nmake any decision and provide any remedy appropriate except as otherwise expressly \nprohibited by law or this Agreement. Both parties agree to be bound by the award of the \n\n40 \n \narbitrator, and that judgment thereon may be entered in any court of competent \njurisdiction. \nb. The costs for the services of the Arbitrator, including per diem expenses, if any, \nand the arbitrator’s travel and subsistence expenses and the costs of any hearing room, \nwill be shared equally by the Board and the Association. All other costs will be borne by \nthe party incurring them. \nD. No Reprisals \nNo reprisals of any kind will be taken by the Board or the school administration against any \nemployee because of the employee’s participation in this grievance procedure. \nE. Association Testimony \nNo member of the bargaining unit may testify against another member of the bargaining unit \nin a grievance or arbitration hearing, nor may a member of the bargaining unit be present as a \nrepresentative of management at such hearings. However, a bargaining unit member maybe \ncalled as a witness to fact, by either party. \nF. Cooperation of Board and Administration \nThe Board and Administration will cooperate with the Association in its investigation of any \ngrievance; and further, will furnish the Association such information as is required for the \nprocessing of any grievance. Requests for information shall be in writing and submitted by the \nAssociation president or designee. \nG. Release Time \nShould the investigation or processing of any grievance require that an employee or an \nAssociation representative be released from their regular assignment, they shall be released \nwithout loss of pay or benefits if the investigation cannot be done at another time. \nH. Personnel Files \nAll documents, communications, and records dealing with the processing of a grievance shall be \nfiled separately from the personnel files of the participant(s). \nI. Grievance Forms \nForms for filing grievances, serving notices, taking appeals, reports and recommendations, and \nother necessary documents will be prepared jointly by the Superintendent or designee and the \nAssociation so as to facilitate operation of the grievance procedure. The costs of preparing such \nforms shall be borne by the Board. \nARTICLE 35 CONTRACT DISSEMINATION \nA. All new hires, on the date of employment, shall be presented a copy of the current \n\n41 \n \nAgreement. \nB. The district will post a copy of the Agreement on the District’s Web page, within thirty \n(30) work days of ratification. \nC. The District shall provide an electronic document version of the Agreement to the KPESA \nPresident within thirty (30) work days of ratification. \nARTICLE 36 CONTRACT CONDITIONS TERM AND SAVINGS CLAUSE \nThe Agreement will remain in full force and effect from July 1, 2025 until June 30, 2028. \nNo later than January 15th of the year in which this agreement terminates, either party may give \nnotice of its desire to open negotiations with respect to a successor agreement by delivering a \nwritten request to the other party. \nThe parties will meet to negotiate on such termination, modification, or amendments no later than \nFebruary 15th of the year in which this agreement terminates. Those items brought to the first \nbargaining session shall be the only items discussed during the negotiations sessions, unless \nmutually agreed. \nNothing herein will preclude the termination, modification, or amendment of this Agreement at any \ntime by written mutual consent of the parties. \nThis Agreement shall supersede any rules, regulations, policies, or resolutions of the District, which \nshall be contrary to, or inconsistent with its terms. \nThis Agreement will be governed and construed according to the Constitution and laws of the State \nof Alaska. If a provision of this Agreement is declared by a court of competent jurisdiction to be \ninvalid, or if during the life of this Agreement any federal, state or local law is legislated in conflict \nwith this Agreement, the remaining provisions of this Agreement shall continue in full force and \neffect. The parties agree to meet within thirty (30) days for the purpose of bringing the affected \nsection into compliance with the law or court decision. \nThe Parties agree that should there be changes in the statute, regulation, or funding, this agreement \nwill be reopened for the express purpose of negotiating the affection sections. \nARTICLE 37 EXTRACURRICULAR PROGRAMS \nAn extracurricular program is defined as a separate volunteer position outside of the employment \nrelationship for an activity, club, or sport. Acceptance of an extracurricular agreement is voluntary. \nRefusal to accept or willingness to accept an extracurricular agreement shall have no bearing on \ncontinued building assignment or formal evaluation. \nA. The nominal fees set forth in the Nominal Fee Schedule and Range Assignments in Appendix \nB represent the amount to be paid by the School District when the activity has been approved \n\n42 \n \nby the Board and the employee has fulfilled the volunteer agreement. \nB. No extracurricular fee will exceed or be less than the ranges specified except as provided \nunder the terms of this agreement. \nC. The following payment method shall be used for employees receiving an extracurricular \nvolunteer agreement: \nFor administrative convenience, a lump sum payment will be made at the end of the activity \nwith the regular paycheck specifying regular salary and extracurricular fee. Extracurricular \nfees shall not be paid early by separate check. \nD. A written volunteer agreement for each extracurricular activity will be issued prior to the \nbeginning of the activity. \nE. When dividing a single activity between two or more volunteers, the nominal fee shall be \nprorated between/among them. \nF. In the event the Board adds a new activity or program to the extracurricular agreement, or \nsignificantly redefines an existing activity, the range for this new or redefined activity will be \ncommensurate with equal or similar activities. \nG. Providing the status of an extracurricular program is known, if a volunteer of an \nextracurricular activity is not being offered the same extracurricular agreement for the \nsubsequent year, they will be notified in writing before the last day of the school term. \nH. As positions to sponsor/coach extracurricular activities become vacant, positions will first \nbe noticed to certificated and support staff within their respective buildings for a minimum \nof five (5) working days. Building employees who are interest shall be interviewed, with \npriority consideration given to academic relationships. If not filled by a qualified candidate \nwithin the building, the position will be advertised outside the building. Current employees \noutside the building will be guaranteed the opportunity to interview as part of the normal \nprocess for advertised positions. Priority consideration will be given to qualified KPBSD \nemployees. \nI. If a lawsuit or administrative action under the Federal Fair Labor Standards Act is filed \nchallenging the legality of this Article, this Article shall immediately and automatically \nbecome null and void, as will all extracurricular contracts issued pursuant to this Article. \n \n\n \n43 \n \nAGREEMENT \n \n \nKENAI PENINSULA EDUCATIONAL SUPPORT ASSOCIATION \nAND \nKENAI PENINSULA BOROUGH SCHOOL DISTRICT \n \n \n \n \nRatified by: \n \n \n___________________________________________ \nSusanna Litwiniak, President \nKenai Peninsula Educational Support Association \n \nDate __/___/______ \n \n \n \n \n___________________________________________ \nJason Tauriainen, President \nBoard of Education \nKenai Peninsula Borough School District \n \nDate __/___/______ \n \n \n \n\n \n44 \n \n \nAPPENDIX A: SALARY RANGE ASSIGNMENTS AND SCHEDULES \n \n \n\n \n45 \n \n \n \n \n \n \n \n1 RANGE \n \n10 RANGE \n \nFS Manager III \nSecretary II/Head \n2 RANGE \n \n \nFS Cashier/Kitchen Assistant \n \n11 RANGE \n \nFS Itinerant Substitute \n \nCustodian III/Head \nPool Manager \n3 RANGE \n \nSecretary III \n \nFS Manager I-FV \n \nSecretary III/Administrative \n \nFS Manager I-S \n \nTruck Driver/Warehouse \n4 RANGE \n \n12 RANGE \n \nAide/Instructional \n \nGrants Specialist \n \nAide/Title VI \n \nHead Supply Buyer \n \nCustodian I \n \n \n \nFS Manager I-P \n \n13 RANGE \n \n \n \nEducational Sign Language Interpreter \n5 RANGE \n \nHomeless Liaison \nHomeless & At-Risk Student – Support Specialist \n \nFS Manager II \n \nMicrocomputer Technician II \n \nSecretary I \n \nOTA-Occupational Therapy Assistant \n6 RANGE \n \n \nPupil Services Tech Specialist \n \nSLPA-Speech Language Pathology Assistant \n Custodian I/Head \n \n Custodian I/Pool \n \n14 RANGE \n7 RANGE \n \n Aide/Library \n \n \nAide/SpEd - Emotional Disabilities \n \n15 RANGE \n \nAide/SpEd - Intensive Needs \n \n \nAide/SpEd - Preschool \n \n \n \nAide/SpEd - Resource \n \n16 RANGE \n \nAide/SpEd - Vision \n \n \nBookkeeper \n \n \nSecretary I/Administrative \n \n17 RANGE \n \nSecretary II \n \n \n \nStudent Allocation Specialist \n \n \nTransportation Specialist \n \n18 RANGE \n \n \n8 RANGE \n \n \nSecretary II/Administrative \n \n19 RANGE \n \nStorekeeper \n \nHomeless Liaison Coordinator \n \nSNS Specialist \n \n \nSupply Buyer \n \nNURSE RANGES \n \nTheater Technician \n \n1 RANGE \n \nTutor/ELL \n \nNurse (AAS) \n \nTutor/Instructional \n \n \nTutor/Migrant \n \n2 RANGE \n \nTutor/Title I \n \nNurse (BSN) \n \nTutor/Title VI \n \n\n \n46 \n \n \n \n \n \n \n \n2025-26 ($1.25 Increase) \n \nSalary \nSchedule \nRANGE \nInitial A B C D E F G H \nLONGEVITY \n2% \nI \n1 \n19.33 20.01 20.68 21.57 22.26 23.09 23.96 24.86 25.33 25.84 \n2 \n20.28 21.03 21.78 22.72 23.48 24.34 25.25 26.23 26.73 27.26 \n3 \n20.69 21.45 22.21 23.17 23.96 24.81 25.77 26.74 27.25 27.80 \n4 \n21.40 22.19 23.03 24.03 24.84 25.75 26.72 27.77 28.30 28.87 \n5 \n22.07 22.90 23.74 24.80 25.65 26.57 27.59 28.65 29.20 29.78 \n6 \n22.76 23.58 24.51 25.60 26.47 27.44 28.49 29.61 30.18 30.78 \n7 \n23.47 24.39 25.32 26.45 27.36 28.36 29.47 30.60 31.18 31.80 \n8 \n24.24 25.21 26.22 27.42 28.36 29.40 30.55 31.71 32.32 32.97 \n9 \n25.11 26.13 27.17 28.40 29.38 30.47 31.65 32.88 33.52 34.19 \n10 \n26.02 27.07 28.23 29.50 30.55 31.67 32.91 34.16 34.82 35.52 \n11 \n27.02 28.13 29.33 30.64 31.73 32.92 34.19 35.53 36.22 36.94 \n12 \n28.09 29.23 30.50 31.92 33.05 34.29 35.63 37.01 37.72 38.47 \n13 \n29.17 30.45 31.75 33.23 34.45 35.74 37.12 38.58 39.33 40.12 \n14 \n30.42 31.74 33.16 34.74 35.98 37.34 38.77 40.30 41.08 41.90 \n15 \n31.73 33.13 34.65 36.26 37.57 39.01 40.52 42.09 42.91 43.77 \n16 \n30.42 31.74 33.16 34.62 35.75 37.08 38.53 40.05 40.82 41.64 \n17 \n31.80 33.21 34.66 36.12 37.31 38.69 40.22 41.77 42.58 43.43 \n18 \n33.18 34.70 36.25 38.38 40.19 41.70 43.33 45.02 45.90 46.82 \n19 \n37.15 38.71 40.37 42.22 43.65 45.21 46.87 48.62 49.56 50.55 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n47 \n \n \n \n \n \n \n \n \n2026-27 ($2.00 Increase) \n \nSalary \nSchedule \nRANGE \nInitial A B C D E F G H \nLONGEVITY \n2% \nI \n1 \n21.33 22.01 22.68 23.57 24.26 25.09 25.96 26.86 27.33 27.88 \n2 \n22.28 23.03 23.78 24.72 25.48 26.34 27.25 28.23 28.73 29.30 \n3 \n22.69 23.45 24.21 25.17 25.96 26.81 27.77 28.74 29.25 29.84 \n4 \n23.40 24.19 25.03 26.03 26.84 27.75 28.72 29.77 30.30 30.91 \n5 \n24.07 24.90 25.74 26.80 27.65 28.57 29.59 30.65 31.20 31.82 \n6 \n24.76 25.58 26.51 27.60 28.47 29.44 30.49 31.61 32.18 32.82 \n7 \n25.47 26.39 27.32 28.45 29.36 30.36 31.47 32.60 33.18 33.84 \n8 \n26.24 27.21 28.22 29.42 30.36 31.40 32.55 33.71 34.32 35.01 \n9 \n27.11 28.13 29.17 30.40 31.38 32.47 33.65 34.88 35.52 36.23 \n10 \n28.02 29.07 30.23 31.50 32.55 33.67 34.91 36.16 36.82 37.56 \n11 \n29.02 30.13 31.33 32.64 33.73 34.92 36.19 37.53 38.22 38.98 \n12 \n30.09 31.23 32.50 33.92 35.05 36.29 37.63 39.01 39.72 40.51 \n13 \n31.17 32.45 33.75 35.23 36.45 37.74 39.12 40.58 41.33 42.16 \n14 \n32.42 33.74 35.16 36.74 37.98 39.34 40.77 42.30 43.08 43.94 \n15 \n33.73 35.13 36.65 38.26 39.57 41.01 42.52 44.09 44.91 45.81 \n16 \n32.42 33.74 35.16 36.62 37.75 39.08 40.53 42.05 42.82 43.68 \n17 \n33.80 35.21 36.66 38.12 39.31 40.69 42.22 43.77 44.58 45.47 \n18 \n35.18 36.70 38.25 40.38 42.19 43.70 45.33 47.02 47.90 48.86 \n19 \n39.15 40.71 42.37 44.22 45.65 47.21 48.87 50.62 51.56 52.59 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n48 \n \n \n \n2027-28 ($1.00 Increase) \nSalary \nSchedule \nRANGE \nInitial A B C D E F G H \nLONGEVITY \n2% \nI \n1 \n22.33 23.01 23.68 24.57 25.26 26.09 26.96 27.86 28.33 28.90 \n2 \n23.28 24.03 24.78 25.72 26.48 27.34 28.25 29.23 29.73 30.32 \n3 \n23.69 24.45 25.21 26.17 26.96 27.81 28.77 29.74 30.25 30.86 \n4 \n24.40 25.19 26.03 27.03 27.84 28.75 29.72 30.77 31.30 31.93 \n5 \n25.07 25.90 26.74 27.80 28.65 29.57 30.59 31.65 32.20 32.84 \n6 \n25.76 26.58 27.51 28.60 29.47 30.44 31.49 32.61 33.18 33.84 \n7 \n26.47 27.39 28.32 29.45 30.36 31.36 32.47 33.60 34.18 34.86 \n8 \n27.24 28.21 29.22 30.42 31.36 32.40 33.55 34.71 35.32 36.03 \n9 \n28.11 29.13 30.17 31.40 32.38 33.47 34.65 35.88 36.52 37.25 \n10 \n29.02 30.07 31.23 32.50 33.55 34.67 35.91 37.16 37.82 38.58 \n11 \n30.02 31.13 32.33 33.64 34.73 35.92 37.19 38.53 39.22 40.00 \n12 \n31.09 32.23 33.50 34.92 36.05 37.29 38.63 40.01 40.72 41.53 \n13 \n32.17 33.45 34.75 36.23 37.45 38.74 40.12 41.58 42.33 43.18 \n14 \n33.42 34.74 36.16 37.74 38.98 40.34 41.77 43.30 44.08 44.96 \n15 \n34.73 36.13 37.65 39.26 40.57 42.01 43.52 45.09 45.91 46.83 \n16 \n33.42 34.74 36.16 37.62 38.75 40.08 41.53 43.05 43.82 44.70 \n17 \n34.80 36.21 37.66 39.12 40.31 41.69 43.22 44.77 45.58 46.49 \n18 \n36.18 37.70 39.25 41.38 43.19 44.70 46.33 48.02 48.90 49.88 \n19 \n40.15 41.71 43.37 45.22 46.65 48.21 49.87 51.62 52.56 53.61 \n\n \n49 \n \n \nNurse Salary Schedule \n2025-26 ($1.25 Increase) \n \nSalary \nSchedule \nRANGE \nInitial A B C D E F G H \nLONGEVITY \n2% \nI \n1 \n35.72 37.04 38.46 39.92 41.05 42.38 43.83 45.35 46.12 47.04 \n2 \n42.45 44.01 45.67 47.52 48.95 50.51 52.17 53.92 54.86 55.96 \n \n2026-27 ($2.00 Increase) \n \nSalary \nSchedule \nRANGE \nInitial A B C D E F G H \nLONGEVITY \n2% \nI \n1 \n37.72 39.04 40.46 41.92 43.05 44.38 45.83 47.35 48.12 49.08 \n2 \n44.45 46.01 47.67 49.52 50.95 52.51 54.17 55.92 56.86 58.00 \n \n2027-28 ($1.00 Increase) \n \nSalary \nSchedule \nRANGE \nInitial A B C D E F G H \nLONGEVITY \n2% \nI \n1 \n38.72 40.04 41.46 42.92 44.05 45.38 46.83 48.35 49.12 50.10 \n2 \n45.45 47.01 48.67 50.52 51.95 53.51 55.17 56.92 57.86 59.02 \n\n \n50 \n \nAPPENDIX B: EXTRACURRICULAR NOMINAL FEES AND RANGE ASSIGNMENTS \n \nRANGE ASSIGNMENTS \nACTIVITY POSITION HIGH SCHOOL \nMIDDLE \nSCHOOL \nELEMENTARY \nFOOTBALL \nVarsity 12 \nAssistant 10 \nFOOTBALL CHEERLEADING Varsity 7 \nCROSS COUNTRY \nVarsity 11 6 \nAssistant 8 4 \nVOLLEYBALL \nVarsity or A-Team or Mix 6 12 6 \nAssistant or B-Team 10 4 \nSWIMMING \nVarsity 12 \nAssistant 10 \nDiving 8 \nWRESTLING \nVarsity or A-Team 12 6 \nAssistant or B-team 10 4 \nBASKETBALL \nVarsity or A-Team 12 6 \nAssistant or B-Team 10 4 \nBASKETBALL CHEERLEADING Varsity 7 \nHOCKEY \nVarsity 12 \nAssistant 10 \nNORDIC SKI \nVarsity 12 6 \nAssistant 10 4 \nSOCCER \nVarsity or A-Team 11 6 \nAssistant or B-Team or Co-Ed 9 4 \nTRACK & FIELD \nVarsity 11 6 \nAssistant 9 4 \nUnified Coach 9 \nBASEBALL \nVarsity 11 \nAssistant 9 \nSOFTBALL \nVarsity 11 \nAssistant 9 \nINTRAMURAL/ \nCLUBS/ \nACADEMIC TEAMS \nIntramural- SPORTS ONLY 2 2 2 \nYearbook 7 \nDrama Debate Forensics 7 \nForensics 1 1 \nPlay (2 plays per year) 7 1 \nCompetitive 3 1 1 \nNon-Competitive 2 1 1 \nStudent Council Advisor 3 1 \nNational Honor Society 3 \nJunior / Senior Lead Class Sponsor 2 \nMusical Theater (1/year) \nOverall Director 4 3 2 \nVocal Director 3 \nChoreographer 2 \nOrchestra Director 2 \nRehearsal Accompanist 2 1 1 \n\n \n51 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \nRANGE ASSIGNMENTS \nACTIVITY POSITION \nHIGH \nSCHOOL \nMIDDLE \nSCHOOL \nELEMENTARY \nHigh School Choir (yearlong) \nRehearsals and Performances \nAccompanist 4 \nPerformance Arts Drill / Dance Team 10 \nMusic Stipends - basic out of school supervision and \nperformance - Fall, Winter, Spring, Pops as well as \nBorough and State Festivals \n \nMusic 5 \nMusic - Small School (Not attending festivals) \nMusic, Band or Choir 5 \nSecondary School \nCombined Band/Choir \n6 \nPep Band (# of After School Performances) \n5 to 11 3 \n12 to 17 4 \n18 + 5 \nVocal Taping (# of tapings, outside the regular day \nw/instructor present) Tapes must be presented for All-\nBorough, All State or All Northwest \n10 to 25 2 \n26 to 50 3 \n51 to 80 4 \n81 + 5 \nInstrumental Taping (# of tapings, outside the regular \nday w/instructor present) Tapes must be presented for \nAll- Borough, All State or All Northwest) \n10 to 25 3 \n26 to 50 4 \n51 to 80 5 \n81 + 6 \nSpecial Performances (# of performances above and \nbeyond the standard concerts and festivals) \n5 to 13 2 \n14 to 20 3 \n21 + 4 \nSolo/Ensemble Festival (Outside of the school day) (# \nnumber of entrants) \n5 to 15 3 \n16 to 30 4 \n31 + 5 \nE-Sports Fall/Spring Coach 7 2 \n\n \n52 \n \n \nAPPENDIX B: EXTRACURRICULAR NOMINAL FEES AND RANGE ASSIGNMENTS \n \n(4% increase in FY27, 4% increase in FY28) \n \n \nRange FY26 Amount FY27 Amount FY28 Amount \n1 $388.40 $403.94 $420.09 \n2 $484.40 $503.78 $523.93 \n3 $775.71 $806.74 $839.01 \n4 $969.91 $1,008.71 $1,049.05 \n5 $1,454.32 $1,512.49 $1,572.99 \n6 $1,939.82 $2,017.41 $2,098.11 \n7 $2,424.22 $2,521.19 $2,622.04 \n8 $2,909.73 $3,026.12 $3,147.16 \n9 $3,394.14 $3,529.91 $3,671.10 \n10 $3,879.65 $4,034.84 $4,196.23 \n11 $4,364.05 $4,538.61 $4,720.16 \n12 $4,848.46 $5,042.40 $5,244.09 \n \n \n \n \n \n ","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":35,"created_at":"2026-09-09T20:54:22.769Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1683,"agenda_item_id":10176,"motion_text":"Move to approve the FY26-28 Kenai Peninsula Educational Support Association (KPESA) Collective Bargaining Agreement (CBA)","motion_type":"main","mover_id":4,"seconder_id":17,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T03:01:39.509Z","vote_method":"roll_call","consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Penny Vadla","seconder_name":"Patricia Truesdell","votes":[{"id":15013,"motion_id":1683,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":15014,"motion_id":1683,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":15015,"motion_id":1683,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":15016,"motion_id":1683,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":15017,"motion_id":1683,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":15018,"motion_id":1683,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":15019,"motion_id":1683,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Penny Vadla"},{"id":15020,"motion_id":1683,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":15021,"motion_id":1683,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T03:04:08.169Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T03:04:08.176Z","resolution_amended_at":null}}]},{"id":10175,"meeting_id":673,"category_id":4103,"item_number":"F","item_type":"action","title":"FY27 - FY28 Exempt Salary Schedules.","public_content":"It is recommended that the FY27-FY28 Exempt Employee Salary Schedules be approved as presented.
","admin_content":null,"executive_content":null,"sort_order":6,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-15T03:05:47.926Z","last_editor_name":null,"first_presented_at":"2026-09-15T03:04:56.305Z","recommended_action":"Move to approve the FY27 - FY28 Exempt Salary Schedules.","linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":115,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6254,"entity_type":"agenda_item","entity_id":10175,"original_filename":"FY27-FY28 Exempt Salary Schedules.pdf","storage_path":"agenda_item/10175/6254/6254.pdf","content_type":"application/pdf","file_size":"41826","checksum_sha256":"5f40d8063ca65da21aea7b9dde89033c55a4f5e8a5496a5b80da064ddcc0202d","visibility_tier":"public","extracted_text":"\n\n2026-2027 Exempt Salary Schedule - 3.0% Increase\nA\nBC\nDE\nFGHIJKLMNO\nPQ\nRS\nRange12345678910111213141516171819\nE225.8826.4226.9627.5028.0728.64\n29.2329.85\n30.45\n31.0831.6932.3432.9933.6734.3635.0535.7836.4837.22\nE327.1527.72\n28.2728.84\n29.4330.0230.6331.2631.9032.5533.2333.9034.5935.2936.0136.7537.49\n38.26\n39.02\nE428.4028.9829.5730.1830.8031.4332.07\n32.7333.3934.0734.7635.4936.2036.9437.7038.4639.2540.0540.84\nE529.6630.2830.8931.5432.1832.83\n33.4934.17\n34.89\n35.5936.31\n37.0737.8238.5839.3840.1840.9941.8242.66\nE630.9931.6232.26\n32.9133.60\n34.2834.9835.6936.4137.1637.9138.6939.4740.2841.1241.9442.8143.6644.56\nE732.2732.9333.6234.3035.0035.7136.43\n37.18\n37.9538.7139.5140.3041.1441.9642.8343.7144.6145.5046.40\nE833.10\n33.79\n34.4835.17\n35.90\n36.6437.3838.1338.9239.7140.5341.3442.1943.0443.9344.8345.7446.6447.58\nE933.9334.6235.3236.0436.78\n37.5238.3139.0839.8740.6741.5242.3643.2244.0945.0145.9346.8747.7948.74\nE1035.2836.0036.7437.4838.2639.0339.82\n40.63\n41.4742.32\n43.1744.0544.9645.8946.8247.7748.7449.7350.72\nE1140.45\n41.2542.07\n42.9143.78\n44.6545.5446.4447.3848.3349.3050.2851.2852.3153.3554.43\n55.5256.63\n57.77\nE1245.8546.7647.6948.6449.6050.6051.6152.6553.7054.7855.8756.9958.1259.2860.4761.6862.9064.1765.45\n2027-2028 Exempt Salary Schedule - 3.0% Increase\nABCDEFGHIJKLMNOPQRS\nRange123456\n78\n9\n1011\n1213141516171819\nE226.6627.2127.77\n28.3328.91\n29.5030.1130.7531.3632.0132.6433.3133.9834.6835.3936.1036.8537.5738.34\nE327.9628.5529.1229.7130.3130.9231.55\n32.20\n32.8633.5334.2334.9235.6336.3537.0937.8538.6139.4140.19\nE429.25\n29.85\n30.4631.09\n31.72\n32.3733.0333.7134.3935.0935.8036.5537.2938.0538.8339.6140.4341.2542.07\nE530.5531.1931.8232.4933.15\n33.8134.4935.2035.9436.6637.4038.1838.9539.7440.5641.3942.2243.0743.94\nE631.9232.5733.2333.9034.6135.31\n36.03\n36.7637.50\n38.2739.0539.8540.6541.4942.3543.2044.0944.9745.90\nE733.24\n33.9234.63\n35.3336.05\n36.7837.5238.3039.0939.8740.7041.5142.3743.2244.1145.02\n45.9546.87\n47.79\nE834.0934.8035.5136.23\n36.9837.7438.50\n39.2740.0940.9041.7542.5843.4644.3345.2546.1747.1148.0449.01\nE934.9535.6636.38\n37.12\n37.8838.6539.46\n40.2541.0741.8942.7743.6344.5245.4146.3647.3148.2849.2250.20\nE1036.3437.0837.84\n38.6039.4140.2041.0141.8542.7143.59\n44.4745.3746.3147.2748.2249.2050.2051.2252.24\nE1141.6642.4943.33\n44.2045.0945.9946.9147.8348.8049.7850.7851.7952.8253.8854.9556.0657.1958.3359.50\nE1247.2348.1649.1250.1051.0952.1253.1654.2355.3156.4257.5558.7059.8661.0662.2863.5364.79\n66.1067.41\nLongevity: Exempt employees at the “S” column not receiving a step increase will receive an additional 2% in FY27 and 2% in FY28 based on same year’s salary in that column.\nJob Classification\nRange E2Range E6Range E7Range E11\nRange E3Grants Management SpecialistAdm Sec/Asst. SuperintendentIT Programmer\nRange E4Payroll Specialist I\nPers Spec/CertifiedRange E8\nRange E12\nRange E5Pers Spec/SupportRange E9Chief Accountant\nAccounting TechnicianTheater ManagerAdmin Sec/Board/SuperintendentEmployee Benefits Manager\nPers Spec/HRTransportation SupervisorPayroll Specialist IIHR Manager\nStudent Support Services SpecialistWarehouse SupervisorIT Manager\nRange E10Nurse Supervisor\nStudent Nutrition Services SupervisorProgrammer/Analyst","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":35,"created_at":"2026-09-09T00:27:11.204Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1684,"agenda_item_id":10175,"motion_text":"Move to approve the FY27 - FY28 Exempt Salary Schedules.","motion_type":"main","mover_id":24,"seconder_id":17,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T03:05:27.088Z","vote_method":"roll_call","consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Sarah Douthit","seconder_name":"Patricia Truesdell","votes":[{"id":15031,"motion_id":1684,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":15032,"motion_id":1684,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":15033,"motion_id":1684,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":15034,"motion_id":1684,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":15035,"motion_id":1684,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":15036,"motion_id":1684,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":15037,"motion_id":1684,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Penny Vadla"},{"id":15038,"motion_id":1684,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":15039,"motion_id":1684,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T03:06:34.040Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T03:06:34.046Z","resolution_amended_at":null}}]},{"id":10178,"meeting_id":673,"category_id":4103,"item_number":"G","item_type":"action","title":"Memorandum of Agreement (MOA) between Kenai Peninsula Borough School District and Kenai Peninsula Administrators Association","public_content":"Administration recommends approval of the Memorandum of Agreement between Kenai Peninsula Borough School District and Kenai Peninsula Administrators Association for health care as presented.
","admin_content":null,"executive_content":null,"sort_order":7,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-15T03:08:00.546Z","last_editor_name":null,"first_presented_at":"2026-09-15T03:06:46.247Z","recommended_action":"Move to approve the Memorandum of Agreement between Kenai Peninsula Borough School District and Kenai Peninsula Administrators Association for health care.","linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":117,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6261,"entity_type":"agenda_item","entity_id":10178,"original_filename":"MOA on Healthcare for KPAA.pdf","storage_path":"agenda_item/10178/6261/6261.pdf","content_type":"application/pdf","file_size":"257888","checksum_sha256":"9ac0b6dd2fd3ee420b6eb6f19fa6f7fa336ac45b27eac00baa83e997d0eab5c9","visibility_tier":"public","extracted_text":"\n\nPage 1 of 4 \n \nMEMORANDUM OF AGREEMENT \nBETWEEN \nKENAI PENINSULA BOROUGH SCHOOL DISTRICT \nAND \nKENAI PENINSULA ADMINISTRATORS ASSOCIATION \n \nHistorically, Kenai Peninsula Administrator Association (KPAA) members have received the \nsame health care program bargained for by the Kenai Peninsula Education Association and Kenai \nPeninsula Educational Support Association. The KPAA wishes to bargain their health care \nprogram separately from KPEA and KPESA. This MOA reflects that agreement. KPAA \nacknowledges and agrees that by agreeing to this MOA they may lose their seat on the District’s \nHealth Care Policy Committee. This MOA will be incorporated into the administrators successor \nagreement. \nThe District health care program is self-funded. Program costs are solely a product of \nadministrative expenses and actual claims experience as reported in the District’s Comprehensive \nAnnual Financial Report. \n \n1. General Conditions: \nBenefits are afforded to the employee, spouse and all eligible dependents. All benefits are \nsubject to the terms, conditions, limitations, and definitions contained in the Plan Document, \nand Summary Plan Description (SPD), which shall govern in the event of any conflict. \nAs of November 7, 2016, all employees who work thirty (30) or more hours per week or at \nleast .75 FTE are eligible for year-round health benefits and are required, as a condition of \nemployment, to participate in the KPBSD health plan. Any employee who as of November 7, \n2016, has been working between twenty (20) and thirty (30) hours per week or between .50 \nand .75 FTE, and has previously been receiving health benefits, shall be grand parented as \neligible for health benefits for the remaining length of time they are employed by the District. \nAll such affected employees shall have a one-time option to opt out of health benefit coverage \nbefore their start of employment for the 2017- 2018 school year. \nEmployees who have alternative health insurance coverage meeting the minimum ACA \nrequirements may elect to waive their entitlement to District provided health insurance \ncoverage. \nA flexible benefit account program, under the provision of Section 125 of the Internal Revenue \nService Code, will continue. \nDental and vision benefits shall be provided separately from medical and prescription benefits. \nEmployees may elect not to receive dental and vision coverage. The cost of the dental and \nvision benefits shall be included in the calculation of the employer and employee contribution \namounts. The employer and employee contributions will be the same for an employee who \nreceives dental and vision coverage as it is for an employee who elects not to receive dental \nand vision coverage. \n\nPage 2 of 4 \n \n2. Self-Funded Health Plan Costs \nThe District health care program is currently self-funded. Program costs are solely a product \nof administrative expenses and actual claims experience as reported in the District’s \nComprehensive Annual Financial Report. \nTotal District dollar share of health plan costs is calculated based on the negotiated District \npercentage as applied to actual plan costs. The District will make contributions to the health \ncare program for each participant on a 12-month basis. \nNinety percent (90%) of the health care costs are paid by the District. Ten percent (10%) of \nthe health care costs are paid by the employees. \n3. Health Care Plan Description \nEmployees have the option of either a Health Reimbursement Arrangement (HRA) or a Health \nSavings Account (HSA). \nThe HDHP will offer four healthcare plan tiers. The tiers will be: Employee Only, Employee \nand Spouse, Employee and Children, and Employee and Family. \nEmployee premium rates for each tier shall be set annually and made available on the District \nwebsite at https://employees.kpbsd.org/health-care-plan prior to the annual open enrollment \nperiod. \nSelection of employee tier for the following calendar year will be made during the November \n15 – December 15 Open Enrollment period, to begin on January 1, or during a special \nenrollment period as required by a qualifying event. \nEmployees who are married to another KPBSD employee, or who are a dependent child under \nage 26 of another KPBSD employee, may choose to waive their own District-provided health \ninsurance and be covered together under a single policy with the appropriate tier. \nHigh Deductible Health Plan \n(90%/10%) \n HRA Plan HSA Plan \nDeductible \n$1,500 / Individual \n$3,000 / Family \n$1,700 / Individual \n$3,400 / Family \nOut of Pocket Maximum \n(Not including deductible) \n$2,000 / Individual \n$4,000 / Family \n$2,000 / Individual \n$4,000 / Family \nHRA or HSA \nContribution \n$1,000/Year per covered \nemployee \n$1,000/Year per covered \nemployee \n \n \n\nPage 3 of 4 \n \nThe District shall make an annual contribution, per covered employee, of one thousand dollars \n($1,000) to each employee’s HRA or HSA, up to allowable IRS limits. When two or more \nemployees are covered under the same policy, the policy-holder shall receive an annual \ncontribution equal to one thousand dollars ($1,000) per employee covered on the policy, up to \nallowable IRS limits. \n The District shall determine the employee contribution with input from the brokers. \n*Guidelines involving “qualifying event” and “pre-existing conditions” will be followed in \naccordance to the health plan document, which is available at: \nhttps://employees.kpbsd.org/health-care-plan. \nThe District shall maintain a “reward” system to protect the plan from inaccurate charges by \nService Providers. The District and employee shall evenly divide any monetary benefits \nresulting from the correction of such charges. Errors made by the plan administrator are \nineligible for this reward. \n \n4. Plan/Benefit Changes \nThe HDHP in place at the time of ratification shall continue, with the following exceptions. \nEffective October 1, 2026: \n• Dental Basic Care Benefit will change to eighty percent (80%). \n• The fourth quarter deductible will no longer rollover for HRA plans. \n• Employees will accrue two (2) additional days of leave per procedure completed using \nTranscarent. \n• Physician services received from providers not in the KPBSD Health Plan PPO network \nwill be reimbursed at a flat sixty percent (60%) benefit level. Payments for such non-PPO \nphysician services will not apply toward the participant’s out-of-pocket maximum. These \npenalties shall be waived if current information about PPO providers is inaccurate or \nunavailable. The HCPC will have authority to assist in the implementation of this provision \n(such as identifying PPO providers). \n• Remove HRA 4\nth\n Quarter Deductible Rollover \n \n \n5. Implementation Timeline \nDue to the logistics of implementing plan changes for FY26, this MOA shall not be retroactive, \nexcept the following shall apply: \n• A special open enrollment period will be available in September 2026, for coverage to \nstart on October 1, 2026. \n\nPage 4 of 4 \n \n• Existing employees that were participants in the healthcare plan for at least six (6) \nmonths during FY26 will receive a one-time payment of one thousand dollars ($1000.00). \nThis will be paid on the September 2026 paycheck. \n \n \n________________________________ __________________________________ \nSuperintendent, Clayton Holland / Date KPAA President, Eric Waltenbaugh / Date ","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":35,"created_at":"2026-09-09T21:03:11.894Z","boarddocs_unique":null,"pending_state":null}],"motions":[{"id":1685,"agenda_item_id":10178,"motion_text":"Move to approve the Memorandum of Agreement between Kenai Peninsula Borough School District and Kenai Peninsula Administrators Association for health care.","motion_type":"main","mover_id":4,"seconder_id":24,"parent_motion_id":null,"status":"passed","sort_order":1,"is_vote_locked":0,"device_voting_active":0,"created_at":"2026-09-15T03:07:14.949Z","vote_method":"roll_call","consent_category":null,"noted_objections":null,"divided_from_motion_id":null,"proposed_parts":null,"pre_reconsider_snapshot":null,"amended_text":null,"pre_amend_text":null,"mover_name":"Penny Vadla","seconder_name":"Sarah Douthit","votes":[{"id":15049,"motion_id":1685,"user_id":22,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Kelley Cizek"},{"id":15050,"motion_id":1685,"user_id":19,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Tim Daugharty"},{"id":15051,"motion_id":1685,"user_id":24,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Sarah Douthit"},{"id":15052,"motion_id":1685,"user_id":23,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Dianne Macrae"},{"id":15053,"motion_id":1685,"user_id":14,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Jason Tauriainen"},{"id":15054,"motion_id":1685,"user_id":17,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Patricia Truesdell"},{"id":15055,"motion_id":1685,"user_id":4,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Penny Vadla"},{"id":15056,"motion_id":1685,"user_id":25,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Mica VanBuskirk"},{"id":15057,"motion_id":1685,"user_id":26,"vote_value":"yes","cast_at":"2026-09-15T03:09:30.275Z","is_manual":1,"display_name":"Ash-Lee Waddell"}],"voting_underway":false,"vote_result_meta":{"closed_at":"2026-09-15T03:09:30.286Z","resolution_amended_at":null}}]}],"item_count":7},{"id":4104,"meeting_id":673,"name":"Public Comments (Any Topic)","sort_order":12,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10125,"meeting_id":673,"category_id":4104,"item_number":"A","item_type":"information","title":"Public Comments (Any Topic)","public_content":"PROTOCOL
Addressing the Kenai Peninsula Borough School District Board of Education
Public testimony may be given during the following agenda items:
• Agenda Item 5A – Student Presentations/Comments: Any topic
• Agenda Item 6A – Public Comments: Items not on the agenda
• Public Comment on Action Items
• Agenda Item 12A – Public Comments: Any topic
Persons addressing the Board will be allowed 3 minutes per speaker for an aggregate of 30 minutes.
Meetings are digitally recorded. Please step up to the lectern, identify yourself and give your address. If you represent an organization, name it.
Defamatory, abusive, or remarks that attack the character of anyone are out of order. The presiding officer may end the speaker’s time if remarks persist.
Persons in the audience should not interrupt the comment period of any other speaker.
While members of the public may speak with the Board on items of their choice, the Board will not hear comments directed against any student or employee of the school system, including comments made through inference or implication, while in public session. The Board encourages citizens to resolve such issues through informal discussions with the individual or school.
Please refrain from sharing information which could cause embarrassment later.
If more than one person wishes to speak on the same topic, it is suggested that subsequent speakers provide only new information.
Applause is appropriate after the following:
presentation of an award
performance by a student or students
report on a school
Unless otherwise noted the Board meets at 6:00 p.m. usually on the first Monday of each month in the Borough Administration Building, 144 N. Binkley Street, Soldotna.
","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T03:13:43.803Z","last_editor_name":null,"first_presented_at":"2026-09-15T03:09:39.270Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":1},{"id":4105,"meeting_id":673,"name":"Board and Administration Comments","sort_order":13,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10126,"meeting_id":673,"category_id":4105,"item_number":"A","item_type":"information","title":"Board and Administration Comments","public_content":"Board members and the Superintendent will each have an opportunity to discuss or report on any topic. 3 minutes per speaker recommended.
","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-15T03:39:16.953Z","last_editor_name":null,"first_presented_at":"2026-09-15T03:17:02.884Z","recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":null,"workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]}],"item_count":1},{"id":4106,"meeting_id":673,"name":"Executive Session","sort_order":14,"is_collapsed":0,"is_consent_section":false,"description":null,"scheduled_start_time":null,"is_current":false,"first_presented_at":null,"items":[{"id":10127,"meeting_id":673,"category_id":4106,"item_number":"A","item_type":"action","title":"Executive Session if needed","public_content":"As authorized by Alaska Statute 44.62.310, paragraph C, the school board may consider the following subjects in an executive session:
matters, the immediate knowledge of which would clearly have an adverse effect upon the finances of the district;
subjects that tend to prejudice the reputation and character of any person, provided the person may request a public discussion;
matters which by law, municipal charter, or ordinance are required to be confidential;
matters involving consideration of government records that by law are not subject to public disclosure.
AASB resolutions provide the authority needed for the Association to respond when approached by the Legislature or other parties. Districts are encouraged to review existing resolutions and consider potential amendments or new proposals, as well as identify important topics that may not yet be addressed in the current resolution.
To comment on or suggest changes to the resolutions, AASB requests boards to schedule time to discuss the resolutions at a regular meeting and vote by official board action. AASB requires all submissions of comments, new resolutions, or amended resolutions be submitted by October 7, 2026.
More information can be found on the AASB Call For Resolutions page: https://aasb.org/news/aasb-2026-resolutions-2/
","admin_content":null,"executive_content":null,"sort_order":1,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-09T18:07:02.976Z","last_editor_name":null,"first_presented_at":null,"recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":83,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6200,"entity_type":"agenda_item","entity_id":10093,"original_filename":"26-AASB-Resolutions-Process-Timeline.pdf","storage_path":"agenda_item/10093/6200/6200.pdf","content_type":"application/pdf","file_size":"243312","checksum_sha256":"ff2735d6c5632fa511d9411a011a3dc71d7b5ddbefd9c50e325d89f1424fdeeb","visibility_tier":"public","extracted_text":"\n\nE A R L Y S U M M E R\nJ U L Y 1 7 - 1 8A U G 1 - O C T 7N O V E M B E R 5\nO C T O B E R 1 7\nN O V E M B E R 8\nA U G U S T 2 7\nN O V E M B E R 9\nAASB STAFF\nAASB staff proposes\namendments.\nAASB BOARD\nAASB Board proposes,\nreviews, amends &\nrecommends\nresolutions.\nAASB STAFF\nAASB staff host a\nwebinar on Resolutions.\nMEMBER DISTRICTS\nMember districts\nreview, propose &\namend resolutions.\nDeadline: Oct. 7\nAASB STAFF\nAASB staff compile &\nreturn resolutions to\ndistricts for additional\nreview prior to the Annual\nConference.\nRESOLUTIONS COMMITTEE\nResolutions committee\nreviews, amends &\nrecommends resolutions at\nthe Annual Conference.\nFULL MEMBERSHIP\nFull membership\namends & adopts final\nresolutions during the\nDelegate Assembly at\nAnnual Conference.\nAASB BOARD\nAASB Board selects\npriority resolutions\nand advocacy focus\nfor 2027.\nNote: New or amended\nresolutions must be\nreceived by AASB thirty\n(30) days prior to the first\nbusiness meeting of the\nAnnual Conference. \nResolutions will be\nreturned to districts via\nemail and on the AASB\nwebsite no later than\ntwenty (20) days prior to\nthe first business meeting\nof the Annual Conference.\nAASB 2026 RESOLUTIONS PROCESS & TIMELINE\n\nAASB 2026 RESOLUTIONS PROCESS & TIMELINE\nWHO\nWHENWHAT\nAASB StaffEarly Summer\nProposes recommendations to the\nBoard.\nBoard of DirectorsJuly 17-18\nProposes, reviews, amends, and\nrecommends resolutions.\nMember DistrictsAugust 1 to October 7\nReview, amend, and propose resolutions.\nReturn to AASB by October 7.\nAASB StaffOctober 17\nCompile amendments and proposals.\nReturn to districts by October 17.\nResolutions CommitteeNovember 5\nReviews, amends, and recommends\nresolutions.\nResolutions Committee ReportNovember 7\nFinal draft of proposed resolutions is\navailable to the membership.\nNovember 6 by 6:00 PM\nResolutions to be introduced from the\nfloor at the Delegate Assembly.\nResolutions from the Floor\nLike-Size District ForumsNovember 7\nMembers meet in like-sized district forums to review and\ndiscuss Resolutions Committee report and prepare for\nDelegate Assembly.\nNovember 9\nSelects priority resolutions and advocacy\nfocus for 2027.\nBoard of Directors\nFull MembershipNovember 8Resolutions amended and adopted.","scan_status":"clean","is_featured":false,"sort_order":2,"uploaded_by":2,"created_at":"2026-08-05T19:23:16.985Z","boarddocs_unique":null,"pending_state":null}],"motions":[]},{"id":10173,"meeting_id":673,"category_id":4108,"item_number":"B","item_type":"information","title":"Board Travel and Expense Reports through August 2026","public_content":"Attached are the Board Travel and Expense Reports through August 2026. The report was ran on September 4, 2026.
","admin_content":null,"executive_content":null,"sort_order":2,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-09T18:07:02.980Z","last_editor_name":null,"first_presented_at":null,"recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":106,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6243,"entity_type":"agenda_item","entity_id":10173,"original_filename":"Board Travel Report through August 2026.pdf","storage_path":"agenda_item/10173/6243/6243.pdf","content_type":"application/pdf","file_size":"194030","checksum_sha256":"9fdcc0c4f29ca6fe1af68d1dcc38752173095d3f4a923da2abdb7532dc8b6160","visibility_tier":"public","extracted_text":"\n\nReport Period BEGINNING BALANCE - AUGUST, 2026\nFund : OPERATING FUND [100]\nACCOUNT NOADJUSTED BUDGETCURRENT ACTIVITYYTD ACTIVITYREQUISITION / \nENCUMBRANCE\nUNENCUMBERED \nBALANCE\nPERCENT ENCMBRD\nACCOUNT NAME / SHORT NAMEBUDGET AMOUNT\nLocation : BOARD OF EDUCATION [70]\nLedger Type : Expenditures [5]\n100-70-4511-0000-4201938.0092.0092.000.00846.009.81 %\n100-70-SCH BOARD-GENL-MEALS 938.00\n100-70-4511-0000-42023,750.00864.71864.710.002,885.2923.06 %\n100-70-SCH BOARD-GENL-MILEAGE 3,750.00\n100-70-4511-0000-42033,375.00498.00498.000.002,877.0014.76 %\n100-70-SCH BOARD-GENL-OTHR TRVL 3,375.00\n100-70-4511-0000-4331180.000.000.000.00180.000.00 %\n100-70-SCH BOARD-GENL-POSTAGE 180.00\n100-70-4511-0000-44021,080.000.000.000.001,080.000.00 %\n100-70-SCH BOARD-GENL-PURCH SVC 1,080.00\n100-70-4511-0000-45018,219.001,027.161,027.160.007,191.8412.50 %\n100-70-SCH BOARD-GENL-SUPPLIES 8,219.00\n100-70-4511-0125-4201450.000.000.000.00450.000.00 %\n100-70-SCH BOARD-LEGISLATIVE -MEALS 450.00\n100-70-4511-0125-4202450.000.000.000.00450.000.00 %\n100-70-SCH BOARD-LEGISLATIVE -MILEAGE 450.00\n100-70-4511-0125-42039,200.000.000.000.009,200.000.00 %\n100-70-SCH BOARD-LEGISLATIVE -OTHR TRVL 9,200.00\n100-70-4511-0126-4201450.000.000.000.00450.000.00 %\n100-70-SCH BOARD-PROF DEVEL-MEALS 450.00\n100-70-4511-0126-4202450.000.000.000.00450.000.00 %\n100-70-SCH BOARD-PROF DEVEL-MILEAGE 450.00\n100-70-4511-0126-42034,400.000.000.000.004,400.000.00 %\n100-70-SCH BOARD-PROF DEVEL-OTHR TRVL 4,400.00\n** Ledger Type [5] TOTAL **32,942.002,481.872,481.870.0030,460.137.53 %\n32,942.00\n** Location [70] TOTAL **32,942.002,481.872,481.870.0030,460.137.53 %\n32,942.00\n** Fund [100] TOTAL **32,942.002,481.872,481.870.0030,460.137.53 %\n32,942.00\n** GRAND TOTAL **32,942.002,481.872,481.870.0030,460.137.53 %\n32,942.00\nKENAI SCHOOL DISTRICT\nEXPENSE/REVENUE SUMMARY BY ACCOUNT\n3:25:53 PM | 09/04/2026\nPage: 1 of 2\nGL BALANCE REPORT - LOC 70\nProcess ID: 484047\n\nREPORT CRITERIA\nProcess Name: Expense/Revenue Summary By Account\nReport Title: GL Balance Report - Loc 70\nAcct. Ledger Type: Expense\nReport Period: Beginning Balance\nThru Report Period: August, 2026\nReport Format: 2 lines Per Account\nAll Summary Data as of Reporting period: Yes\nExclude Requisition Reserve/Encumbrances: No\nShow Account Without Activity: No\nNegative Balances Only: No\nReplace Adjusted Budget with Budget Adjustments: No\nReplace Current Activity with Original Budget: No\nResponsibility Group: *B-70-Board of Ed-Budget,70-Board of Ed\nAccount Element Filters: 1 - Fund - from: 100 - to: 100,8 - Location - from: 70 - to: 70,3 - Function - from: 4511 - to: 4511,10 - Program - from: 0000 - to: 2000,5 - Object - from: \n4201 - to: 4501\nAccount Grouping: 1 - Fund - All,8 - Location - All,2 - Ledger Type - All\nPage Break Level: 2\nAdditional Account Sorting: -\nKENAI SCHOOL DISTRICT\nEXPENSE/REVENUE SUMMARY BY ACCOUNT\n3:25:53 PM | 09/04/2026\nPage: 2 of 2\nGL BALANCE REPORT - LOC 70\nProcess ID: 484047","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":2,"created_at":"2026-09-04T23:27:28.031Z","boarddocs_unique":null,"pending_state":null},{"id":6244,"entity_type":"agenda_item","entity_id":10173,"original_filename":"Board Expense Report through August 2026.pdf","storage_path":"agenda_item/10173/6244/6244.pdf","content_type":"application/pdf","file_size":"215977","checksum_sha256":"08d174667e84f3a2735c695f9870f3822efbca4da7ce923cd82c9fd083f63baf","visibility_tier":"public","extracted_text":"\n\nACCOUNT NOACCOUNT NAMESHORT NAME\nTYDATEDOC NODESCRIPTIONPO NOCHECK NOPAYEE/PAYER NAMEBUD ADJENCUMBDEBITCREDIT\nFund : OPERATING FUND [100]\nLocation : BOARD OF EDUCATION [70]\n100-70-4511-0000-3240100-70-SCH BOARD-GENL-SUPPT STAFF\nJE07/31/202627200075PAYROLL - 07/31/20260.000.003,174.160.00\nJE08/31/202627200595PAYROLL - 08/31/20260.000.003,205.840.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-324037,741.0037,741.000.000.006,380.006,380.0031,361.0083.10\n100-70-4511-0000-3294100-70-SCH BOARD-GENL-TEMP SPPT\nJE07/31/202627200075PAYROLL - 07/31/20260.000.002,800.000.00\nJE08/31/202627200595PAYROLL - 08/31/20260.000.002,800.000.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-329433,600.0033,600.000.000.005,600.005,600.0028,000.0083.33\n100-70-4511-0000-3295100-70-SCH BOARD-GENL-OT SUPPT\nJE07/31/202627200075PAYROLL - 07/31/20260.000.00122.950.00\nJE08/31/202627200595PAYROLL - 08/31/20260.000.00109.290.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-32950.000.000.000.00232.24232.24-232.240.00\n100-70-4511-0000-3511100-70-SCH BOARD-GENL-HEALTH CARE\nJE07/31/202627200074BENEFITS - 07/31/20260.000.007,617.800.00\nJE08/31/202627200594BENEFITS - 08/31/20260.000.006,923.000.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-351177,882.0077,882.000.000.0014,540.8014,540.8063,341.2081.33\n100-70-4511-0000-3512100-70-SCH BOARD-GENL-LIFE INS\nJE07/31/202627200074BENEFITS - 07/31/20260.000.005.890.00\nJE08/31/202627200594BENEFITS - 08/31/20260.000.005.890.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-351257.0057.000.000.0011.7811.7845.2279.33\n100-70-4511-0000-3520100-70-SCH BOARD-GENL-UNEMPLT INS\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-352057.0057.000.000.000.000.0057.00100.00\n100-70-4511-0000-3542100-70-SCH BOARD-GENL-FICA SUPPRT\nJE07/31/202627200074BENEFITS - 07/31/20260.000.00416.090.00\nJE08/31/202627200594BENEFITS - 08/31/20260.000.00417.440.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-35425,458.005,458.000.000.00833.53833.534,624.4784.73\n100-70-4511-0000-3560100-70-SCH BOARD-GENL-PERS RETIREM\nJE07/31/202627200074BENEFITS - 07/31/20260.000.00220.000.00\nJE08/31/202627200594BENEFITS - 08/31/20260.000.00220.000.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-356015,695.0015,695.000.000.00440.00440.0015,255.0097.20\n100-70-4511-0000-3561100-70-SCH BOARD-GENL-PERS DEF CON\nJE07/31/202627200074BENEFITS - 07/31/20260.000.00164.890.00\nKENAI SCHOOL DISTRICT\nACCOUNT ACTIVITY DETAILS REPORT\n3:22:35 PM | 09/04/2026\nPage: 1 of 5\nBOARD EXPENSE REPORT THROUGH AUGUST 2026 FOR BEGINNING BALANCE TO AUGUST, 2026\nProcess ID: 484046\n\nACCOUNT NOACCOUNT NAMESHORT NAME\nTYDATEDOC NODESCRIPTIONPO NOCHECK NOPAYEE/PAYER NAMEBUD ADJENCUMBDEBITCREDIT\nFund : OPERATING FUND [100]\nLocation : BOARD OF EDUCATION [70]\nJE08/31/202627200594BENEFITS - 08/31/20260.000.00165.770.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-35610.000.000.000.00330.66330.66-330.660.00\n100-70-4511-0000-3562100-70-SCH BOARD-GENL-PERS DC HRA\nJE07/31/202627200074BENEFITS - 07/31/20260.000.00107.790.00\nJE08/31/202627200594BENEFITS - 08/31/20260.000.00107.780.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-35620.000.000.000.00215.57215.57-215.570.00\n100-70-4511-0000-3563100-70-SCH BOARD-GENL-PERS DC RETI\nJE07/31/202627200074BENEFITS - 07/31/20260.000.0027.040.00\nJE08/31/202627200594BENEFITS - 08/31/20260.000.0027.190.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-35630.000.000.000.0054.2354.23-54.230.00\n100-70-4511-0000-3564100-70-SCH BOARD-GENL-PERS DC ODD\nJE07/31/202627200074BENEFITS - 07/31/20260.000.007.920.00\nJE08/31/202627200594BENEFITS - 08/31/20260.000.007.960.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-35640.000.000.000.0015.8815.88-15.880.00\n100-70-4511-0000-3566100-70-SCH BOARD-GENL-PERS DBUL\nJE07/31/202627200074BENEFITS - 07/31/20260.000.00417.870.00\nJE08/31/202627200594BENEFITS - 08/31/20260.000.00420.710.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-35660.000.000.000.00838.58838.58-838.580.00\n100-70-4511-0000-4140100-70-SCH BOARD-GENL-PRO-TECH LEG\nJE07/15/20262720003400078 - Legal Services 06/30/260.000.000.005,843.00\nAP07/15/20262750018400078 - Legal Services 06/30/2661953JERMAIN DUNNAGAN AND \nOWENS PC\n0.000.005,843.000.00\nAP08/19/20262750132200103 - Legal Services 07/31/2662256JERMAIN DUNNAGAN AND \nOWENS PC\n0.000.009,597.000.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-4140125,000.00125,000.000.000.009,597.009,597.00115,403.0092.32\n100-70-4511-0000-4201100-70-SCH BOARD-GENL-MEALS\nAP07/22/2026275002487/6-7/7/26 - TRAVEL-MEALS61982DAUGHARTY, TIMOTHY0.000.0044.000.00\nAP07/22/2026275002517/6-7/7/26 - TRAVEL-MEALS61980BRETT-VADLA, KAREN0.000.0016.000.00\nAP07/22/2026275002527/6-7/7/26 - TRAVEL-MEALS61983DOUTHIT, SARAH0.000.0016.000.00\nAP08/12/2026275009758/3/26 - TRAVEL-MEALS62114BRETT-VADLA, KAREN0.000.0016.000.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-4201938.00938.000.000.0092.0092.00846.0090.19\n100-70-4511-0000-4202100-70-SCH BOARD-GENL-MILEAGE\nAP07/22/2026275002477/6-7/7/26 - TRAVEL-MILEAGE61991TRUESDELL, PATRICIA0.000.0015.950.00\nAP07/22/2026275002487/6-7/7/26 - TRAVEL-MILEAGE61982DAUGHARTY, TIMOTHY0.000.00108.750.00\nAP07/22/2026275002497/6-7/7/26 - TRAVEL-MILEAGE266803MACRAE, DIANNE0.000.0068.150.00\nKENAI SCHOOL DISTRICT\nACCOUNT ACTIVITY DETAILS REPORT\n3:22:35 PM | 09/04/2026\nPage: 2 of 5\nBOARD EXPENSE REPORT THROUGH AUGUST 2026 FOR BEGINNING BALANCE TO AUGUST, 2026\nProcess ID: 484046\n\nACCOUNT NOACCOUNT NAMESHORT NAME\nTYDATEDOC NODESCRIPTIONPO NOCHECK NOPAYEE/PAYER NAMEBUD ADJENCUMBDEBITCREDIT\nFund : OPERATING FUND [100]\nLocation : BOARD OF EDUCATION [70]\nAP07/22/2026275002507/6-7/7/26 - TRAVEL-MILEAGE61992VANBUSKIRK, MICA0.000.00137.750.00\nAP07/22/2026275002517/6-7/7/26 - TRAVEL-MILEAGE61980BRETT-VADLA, KAREN0.000.0014.500.00\nAP07/22/2026275002527/6-7/7/26 - TRAVEL-MILEAGE61983DOUTHIT, SARAH0.000.0037.700.00\nAP07/22/2026275002537/6-7/7/26 - TRAVEL-MILEAGE61990TAURIAINEN, JASON0.000.00104.400.00\nAP08/12/2026275009577/6-7/7/26 B - TRAVEL-MILEAGE62152TAURIAINEN, JASON0.000.005.040.00\nAP08/12/2026275009588/3/26 - TRAVEL-MILEAGE62152TAURIAINEN, JASON0.000.0054.720.00\nAP08/12/2026275009607/6-7/7/26 B - TRAVEL-MILEAGE62154TRUESDELL, PATRICIA0.000.000.770.00\nAP08/12/2026275009618/3/26 - TRAVEL-MILEAGE62154TRUESDELL, PATRICIA0.000.008.360.00\nAP08/12/2026275009657/6-7/7/26 B - TRAVEL-MILEAGE266857MACRAE, DIANNE0.000.003.290.00\nAP08/12/2026275009678/3/26 - TRAVEL-MILEAGE266857MACRAE, DIANNE0.000.0035.720.00\nAP08/12/2026275009697/6-7/7/26 B - TRAVEL-MILEAGE62157VANBUSKIRK, MICA0.000.006.650.00\nAP08/12/2026275009718/3/26 - TRAVEL-MILEAGE62157VANBUSKIRK, MICA0.000.00144.400.00\nAP08/12/2026275009748/3/26 - TRAVEL-MILEAGE62159WADDELL, ASH-LEE0.000.00110.960.00\nAP08/12/2026275009758/3/26 - TRAVEL-MILEAGE62114BRETT-VADLA, KAREN0.000.007.600.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-42023,750.003,750.000.000.00864.71864.712,885.2976.94\n100-70-4511-0000-4203100-70-SCH BOARD-GENL-OTHR TRVL\nAP08/04/202627500907329 - Board Lodging Daugharty 07\n-06-2026\nASPEN SUITES HOTEL - \nSOLDOTNA\n0.000.00249.000.00\nAP08/04/202627500907329 - Board Lodging Daugharty 07\n-06-2026\nASPEN SUITES HOTEL - \nSOLDOTNA\n0.000.00-249.000.00\nAP08/04/202627500908330 - Board Lodging VanBuskirk \n07-06-2026\nASPEN SUITES HOTEL - \nSOLDOTNA\n0.000.00249.000.00\nAP08/04/202627500908330 - Board Lodging VanBuskirk \n07-06-2026\nASPEN SUITES HOTEL - \nSOLDOTNA\n0.000.00-249.000.00\nAP08/12/202627500907329 - Board Lodging Daugharty 07\n-06-2026\n62163ASPEN SUITES HOTEL - \nSOLDOTNA\n0.000.00249.000.00\nAP08/12/202627500908330 - Board Lodging VanBuskirk \n07-06-2026\n62163ASPEN SUITES HOTEL - \nSOLDOTNA\n0.000.00249.000.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-42033,375.003,375.000.000.00498.00498.002,877.0085.24\n100-70-4511-0000-4331100-70-SCH BOARD-GENL-POSTAGE\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-4331180.00180.000.000.000.000.00180.00100.00\n100-70-4511-0000-4402100-70-SCH BOARD-GENL-PURCH SVC\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-44021,080.001,080.000.000.000.000.001,080.00100.00\n100-70-4511-0000-4501100-70-SCH BOARD-GENL-SUPPLIES\nAP07/06/202627500023000079 - Board Meal 07-06-2026MELS0.000.00444.000.00\nAP07/06/202627500023000079 - Board Meal 07-06-2026MELS0.000.00-444.000.00\nAP07/08/202627500023000079 - Board Meal 07/06/2661916MELS0.000.00444.000.00\nJE07/20/202627200047** WH#0001-Warehouse \nRequisition **\n0.000.00159.610.00\nAP08/04/202627501012Sipes, Nikkol - Beverages & Legal \nPads for Board Meeting\n2770BMO MASTERCARD0.000.0064.520.00\nAP08/04/202627501013Sipes, Nikkol - Nametag for Board \n& Legal Pads\n2770BMO MASTERCARD0.000.0014.290.00\nAP08/04/202627501039Sipes, Nikkol - H2O, Donuts, Fruit \n& Coffee Creamer for Board Plan\n2770BMO MASTERCARD0.000.0048.300.00\nAP08/27/202627502645Sipes, Nikkol - \"Board soda, snacks \n\"\n2779BMO MASTERCARD0.000.0051.440.00\nKENAI SCHOOL DISTRICT\nACCOUNT ACTIVITY DETAILS REPORT\n3:22:35 PM | 09/04/2026\nPage: 3 of 5\nBOARD EXPENSE REPORT THROUGH AUGUST 2026 FOR BEGINNING BALANCE TO AUGUST, 2026\nProcess ID: 484046\n\nACCOUNT NOACCOUNT NAMESHORT NAME\nTYDATEDOC NODESCRIPTIONPO NOCHECK NOPAYEE/PAYER NAMEBUD ADJENCUMBDEBITCREDIT\nFund : OPERATING FUND [100]\nLocation : BOARD OF EDUCATION [70]\nAP08/27/202627502685Bates, Natalie - August 3 Board of \nEducation dinner\n2779BMO MASTERCARD0.000.00245.000.00\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-45018,219.008,219.000.000.001,027.161,027.167,191.8487.50\n100-70-4511-0000-4503100-70-SCH BOARD-GENL-SOFTWARE\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-450312,900.0012,900.000.000.000.000.0012,900.00100.00\n100-70-4511-0000-4901100-70-SCH BOARD-GENL-OTHER EXP\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0000-490128,900.0028,900.000.000.000.000.0028,900.00100.00\n100-70-4511-0125-4201100-70-SCH BOARD-LEGISLATIVE -MEALS\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0125-4201450.00450.000.000.000.000.00450.00100.00\n100-70-4511-0125-4202100-70-SCH BOARD-LEGISLATIVE -MILEAGE\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0125-4202450.00450.000.000.000.000.00450.00100.00\n100-70-4511-0125-4203100-70-SCH BOARD-LEGISLATIVE -OTHR TRVL\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0125-42039,200.009,200.000.000.000.000.009,200.00100.00\n100-70-4511-0126-4201100-70-SCH BOARD-PROF DEVEL-MEALS\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0126-4201450.00450.000.000.000.000.00450.00100.00\n100-70-4511-0126-4202100-70-SCH BOARD-PROF DEVEL-MILEAGE\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0126-4202450.00450.000.000.000.000.00450.00100.00\n100-70-4511-0126-4203100-70-SCH BOARD-PROF DEVEL-OTHR TRVL\nACCOUNT SUMMARYBUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n100-70-4511-0126-42034,400.004,400.000.000.000.000.004,400.00100.00\n** Location : BOARD OF EDUCATION [70] TOTAL **BUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n370,232.00370,232.000.000.0041,572.1441,572.14328,659.8688.77\n** Fund : OPERATING FUND [100] TOTAL **BUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n370,232.00370,232.000.000.0041,572.1441,572.14328,659.8688.77\n** GRAND TOTAL **BUDG/BALADJ. BUDGETREQUISITIONENCUMBCURR DR/CRYTD DR/CRCURR BALPCT\n370,232.00370,232.000.000.0041,572.1441,572.14328,659.8688.77\nKENAI SCHOOL DISTRICT\nACCOUNT ACTIVITY DETAILS REPORT\n3:22:35 PM | 09/04/2026\nPage: 4 of 5\nBOARD EXPENSE REPORT THROUGH AUGUST 2026 FOR BEGINNING BALANCE TO AUGUST, 2026\nProcess ID: 484046\n\nREPORT CRITERIA\nProcess Name: Account Activity Details Report\nCriteria Name: GLEXLINE LOC 70\nReport Title: Board Expense Report through August 2026\nResponsibility Group: -\nDocument Types: -\nPeriod From: Beginning Balance\nPeriod To: August, 2026\nAccount Element Filters: 1 - 1 - Fund - from: 100 - to: 100,8 - 8 - Location - from: 70 - to: 70,3 - 3 - Function - from: 0000 - to: 9999,10 - 10 - Program - from: 0000 - to: 9999,5 - 5 - Object - from: 3000 - to: \n9999\nAccount Grouping: 1 - Fund - All,8 - Location - All\nPage Break: -\nAdditional Account Sorting: -\nShow Audit Entries: Yes\nSkip Grouping By Account: No\nEmployee Salary Details: No\nEmployee Benefit Details: No\nCreate a CSV file: No\nKENAI SCHOOL DISTRICT\nACCOUNT ACTIVITY DETAILS REPORT\n3:22:35 PM | 09/04/2026\nPage: 5 of 5\nBOARD EXPENSE REPORT THROUGH AUGUST 2026 FOR BEGINNING BALANCE TO AUGUST, 2026\nProcess ID: 484046","scan_status":"clean","is_featured":false,"sort_order":2,"uploaded_by":2,"created_at":"2026-09-04T23:27:28.188Z","boarddocs_unique":null,"pending_state":null}],"motions":[]},{"id":10155,"meeting_id":673,"category_id":4108,"item_number":"C","item_type":"information","title":"DEED Letter-Nikolaevsk Funding Approval","public_content":"Attached is a letter from DEED documenting the approval of Nikolaevsk charter school’s placement to the FY27 funding eligible list.
","admin_content":null,"executive_content":null,"sort_order":3,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-09T18:07:02.983Z","last_editor_name":null,"first_presented_at":null,"recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":97,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6209,"entity_type":"agenda_item","entity_id":10155,"original_filename":"08.17.2026_FY27_NikolaevskCharterSchool_Approval.pdf","storage_path":"agenda_item/10155/6209/6209.pdf","content_type":"application/pdf","file_size":"343539","checksum_sha256":"660e17e3582e1aaf0d6014d555cb2cb86405f7f549ca0abc875cc54c7da7e99e","visibility_tier":"public","extracted_text":"\n\n \n \n \n \nDepartment of Education \n& Early Development \n \nOFFICE OF THE COMMISSIONER \n \n333 Willoughby Ave., 9\nth\n Floor, SOB \nP.O. Box 110500 \nJuneau, Alaska 99811-0500 \nMain: 907.465.2800 \nTTY/TDD: 907.465.2815 \nFax: 907.465.2806 \nAugust 17, 2026 \n \nClayton Holland, Superintendent \nKenai Peninsula Borough School District \n148 N Binkley Street \nSoldotna, AK 99669 \n \nDear Mr. Holland, \n \nThe State Board of Education approved the Nikolaevsk Charter School to open as a hybrid brick and \nmortar and correspondence school, as such the Nikolaevsk Charter School may be added to the \neligibility list at 4 AAC 09.006 for funding through AS 14.17.450. \n \nI approved placement of the Nikolaevsk Charter School on the FY2027 eligible schools list. Funding \nfor the charter school will be based on AS 14.17.450 and AS 14.17.430. In the first three years of \noperation a charter with at least 75 ADM but less than 150 ADM may receive a school size \nadjustment of 1.45. If the charter school ADM is less than 75, then a school size adjustment of 1.18 \nwill be applied. Otherwise, if the charter school ADM exceeds 150, it adjusts independently using the \nschool size table under AS 14.17.450. Students reported as correspondence are not included in school \nsize adjustments and are included in AS 14.17.430. \n \nThe school has been temporarily added to the database for participation in the next fall OASIS \nstudent count period in October 2026; these will be considered final after the department has \nreceived confirmation of the ADMs and enrollment. The school numbers are 249070 for the brick \nand mortar program and 248020 for the correspondence program. \n \nIf you have any questions please contact Jared De Lara, School Finance Specialist II, at (907)269-\n6607. Thank you for providing Alaska’s students with an excellent education every day. \n \nSincerely, \n \n \nDeena M. Bishop, Ed. D. \nCommissioner \n \ncc: Jared De Lara, School Finance Specialist II \n ","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":2,"created_at":"2026-08-18T17:34:47.558Z","boarddocs_unique":null,"pending_state":null}],"motions":[]},{"id":10162,"meeting_id":673,"category_id":4108,"item_number":"D","item_type":"information","title":"Enrollment on 9/03/2026 Revised","public_content":"Revised document added: 09-14-2026
The revision included an update to the K-Beach enrollment.
","admin_content":null,"executive_content":null,"sort_order":4,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-14T18:46:25.846Z","last_editor_name":null,"first_presented_at":null,"recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":105,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6263,"entity_type":"agenda_item","entity_id":10162,"original_filename":"REVISED Enrollment on 9-3-26.pdf","storage_path":"agenda_item/10162/6263/6263.pdf","content_type":"application/pdf","file_size":"53635","checksum_sha256":"983687bb44d67943e96a027853f70c2570c912c8fe11adce18891fa3eb8addf5","visibility_tier":"public","extracted_text":"\n\nADM \nPROJECTED \nENROLLMENT\nTOTAL \nADM\nADM \nDIFF +/-SCHOOLS\nKD\nGN1ST2ND3RD4TH5TH6TH7TH8TH9TH\n10T\nH\n11T\nH\n12T\nH\nEnrollm\nent \nTotal\nInc. P/S \nEnrollme\nnt Total\n192222.0030.00Aurora Borealis Charter24242424242421\n231610\n800222222\n170126.00-44.00Chapman 1210161817151413\n110000126126\n10721,182.00110.00Connections Program6354636071848086\n838511915018411821221\n1518.003.00Cooper Landing 11212042311001818\n11098.00-12.00Fireweed Academy161614121313140000009898\n3040.0010.00Homer Flex 00000000071213840\n40\n370360.00-10.00Homer High 000000\n0001111066677360360\n181165.00-16.00Homer Middle 000000\n084810000\n165165\n1617.001.00Hope Elementary/High1213\n02210211\n11717\n3228.00-4.00Kachemak Selo 4\n24044332\n1100\n2828\n210145.00-65.00Kaleidoscope Charter 20251730242900\n00000145145\n368326.00-42.00K-Beach Elementary 465154455273440\n00000326339\n4035.00-5.00Kenai Alternative 0000000000212213535\n520506.00-14.00Kenai Central High 000000000120132133121506506\n400391.00-9.00Kenai Middle 0000001311321280000391\n391\n108.00-2.00Marathon 0000001010231\n88\n150133.00-17.00McNeil Canyon Elementary 1216202416\n2817000000133\n133\n1918.00-1.00Moose Pass Elementary4403\n2230000001818\n397386.00-11.00Mountain View Elementary53\n5362596594000\n0000386412\n6271.009.00Nanwalek Elementary/High63268655\n88653\n7171\n270222.00-48.00Nikiski Middle/High 0000003227\n3326333239\n222222\n211211.000.00Nikiski North Star Elementary3235244341360000000211211\n5154.003.00Nikolaevsk Charter 513610546340525454\n4329.00-14.00Nikolaevsk Charter Correspondence2120423221226\n2929\n118109.00-9.00Ninilchik Elementary/High388101481010\n977510109109\n169184.0015.00Paul Banks Elementary5851750000000000\n184199\n3039.009.00Port Graham 03550343424243939\n6964.00-5.00Razdolna 53395665448516464\n265341.0076.00Redoubt Elementary 3643475555574800000\n0341361\n233233.000.00Seward Elementary 3231273535334000\n0000233240\n215220.005.00Seward Middle/High 0000000353941293739220220\n381347.00-34.00Skyview Middle 00000001671800000347347\n348292.00-56.00Soldotna Elementary 25393345515148000000\n292294\n693650.00-43.00Soldotna High 000000\n000184156158152650650\n164164.000.00Soldotna Montessori Charter20232029252324000000\n164164\n2523.00-2.00Susan B. English32053130121112323\n2016.00-4.00Tebughna Elementary/High01102402320101616\n4068.0028.00Tulen Charter 212010134000000006868\n143122.00-21.00Voznesenka 1310131111121311107812122132\n222218.00-4.00West Homer Elementary00044526458000000218218\n8,074.00 7,881.00-193.005175325505956106796326176216256386326727,881 8,013 \n2025-2026 SCHOOL YEAR\nKENAI PENINSULA BOROUGH SCHOOL DISTRICT\nThursday Sep 3 2026\n\nSCHOOLS\nPRE-\nSCHOOL\nKD\nGN\n1\nS\nT\n2\nN\nD\n3\nR\nD\n4\nT\nH\n5T\nH\n6T\nH\n7T\nH\n8T\nH\n9T\nH\n10\nTH\n11\nTH\n12T\nH\nEnroll\nment \nTotal\nInc. \nP/S \nEnroll\nment \nTotal\nAurora Borealis Charter0000000000000000\nChapman 0000100000000011\nConnections Program3900100000010\n5101756\nCooper Landing 0000000000\n0000\n00\nDistrict Wide Program6\n000\n010010000028\nFireweed Academy\n000000000000000\n0\nHomer Flex 0000000000001233\nHomer High 0000000000111131616\nHomer Middle 00000000620000\n88\nHope Elementary/High0000000000\n000000\nKachemak Selo 00000000\n000\n00000\nKaleidoscope Charter 0\n000\n000000000000\nK-Beach Elementary 13\n0000000000000013\nKenai Alternative 0000000000000000\nKenai Central High 000000001365422121\nKenai Middle 000000001000\n0011\nMarathon 0000000000\n0000\n00\nMcNeil Canyon Elementary 00\n000\n0000000000\n0\nMoose Pass Elementary0\n0000000000000\n00\nMountain View Elementary26010000000000\n0\n127\nNanwalek Elementary/High0000000000000000\nNikiski Middle/High 00000000203110\n77\nNikiski North Star Elementary00000000000\n00000\nNikolaevsk Charter 0000000000000\n000\nNikolaevsk Charter Correspondence0\n000\n00000000000\n0\nNinilchik Elementary/High0000000000000000\nPaul Banks Elementary15000000000\n0000\n0\n15\nPort Graham 0000000000000000\nRazdolna 000000100\n1000022\nRedoubt Elementary 20000000000\n0000\n0\n20\nSeward Elementary 7000000000000007\nSeward Middle/High 000000002\n042521515\nSkyview Middle 0000000022\n000044\nSoldotna Elementary 2000000000000002\nSoldotna High 00000000001410913\n4646\nSoldotna Montessori Charter00000\n00000000000\nSusan B. English0000000000000000\nTebughna Elementary/High0000000000000000\nTulen Charter 0000000000000000\nVoznesenka 100000000000000010\nWest Homer Elementary0000000000000000\n138011111015829193632144282\nThursday Sep 3 2026\nKENAI PENINSULA BOROUGH SCHOOL DISTRICT\n2025-2026 SCHOOL YEAR\nThursday Sep 3 2026","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":2,"created_at":"2026-09-14T18:45:54.752Z","boarddocs_unique":null,"pending_state":null}],"motions":[]},{"id":10166,"meeting_id":673,"category_id":4108,"item_number":"E","item_type":"policy_action","title":"Exhibit 1330(h) Pool Fees","public_content":"Exhibit 1330(h) Pool Fees was presented in committee today for Board awareness. It is also featured in the general information packet this evening.
Per BB 9313 \"Exhibit pages are intended to be easily updated. They are provided as information items to Board members but are not subject to approval.\"
","admin_content":null,"executive_content":null,"sort_order":5,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":false,"updated_at":"2026-09-09T18:07:02.993Z","last_editor_name":null,"first_presented_at":null,"recommended_action":null,"linked_policy_id":594,"linked_policy_version_id":620,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":"information","policy_display":"auto","workflow_instance_id":null,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[],"motions":[]},{"id":10151,"meeting_id":673,"category_id":4108,"item_number":"F","item_type":"information","title":"Exhibit 3360a Travel Reimbursement","public_content":"Rates were revised in accordance with U.S. General Services Administration updates.
Per BB 9313 \"Exhibit pages are intended to be easily updated. They are provided as information items to Board members but are not subject to approval.\"
","admin_content":null,"executive_content":null,"sort_order":6,"is_current":0,"is_pulled":false,"is_private":false,"scheduled_start_time":null,"is_workflow_managed":true,"updated_at":"2026-09-09T18:07:02.996Z","last_editor_name":null,"first_presented_at":null,"recommended_action":null,"linked_policy_id":null,"linked_policy_version_id":null,"linked_goal_id":null,"linked_meeting_id":null,"linked_meeting_title":null,"linked_meeting_starts_at":null,"linked_meeting_minutes_status":null,"policy_action_type":null,"policy_display":"auto","workflow_instance_id":94,"workflow_status":null,"workflow_tree_name":null,"workflow_submitter_name":null,"workflow_approver_name":null,"workflow_current_level":null,"workflow_total_levels":null,"has_visible_attachments":false,"attachments":[{"id":6206,"entity_type":"agenda_item","entity_id":10151,"original_filename":"Exhibit 3360a Travel Reimbursement.pdf","storage_path":"agenda_item/10151/6206/6206.pdf","content_type":"application/pdf","file_size":"27317","checksum_sha256":"3feedd87c9174d6f987469f031209904b6bd78275ac36ca11776839c52bf4c1a","visibility_tier":"public","extracted_text":"\n\nE 3360(a)\n \nNameEmployee E#\nAddress\nRECEIPTS MUST BE ATTACHED\nFOR EXPENSES IN CONNECTION WITH:\nPurpose of Meeting\nMeeting atDates \nTRANSPORTATION:\nAirfare (documentation required) at $-$ \nor number of miles at 0.76-$ \nbased on GSA mileage rates at http://www.gsa.gov\nPER DIEM**:\nDeparture Date Time\nIn-State Rates (based on State of Alaska rates):\nSunMonTueWedThuFri Sat \nHotel @ actual -$ \n \nBreakfast @ $12-$ \nLunch @ $16-$ \nDinner @ $32-$ \n (Out-of-State rates based on federal GSA per diem rates, \nhttp://www.gsa.gov )\nReturn Date Time\nOTHER EXPENSES:\nPlease list\nTOTAL\n-$ \nI certify the above is a true statement of expenses incurred by me in connection with the activity noted above \nand accordingly make claim for reimbursement.\nDateEmployee Signature\nAccount numberAdministrator Approval\n** No meals or incidental expenses shall be paid unless associated travel requires extended hours, out of district travel or overnight \nlodging. To be eligible for meal reimbursement on the day travel begins or ends, an individual must be in travel status for a minimum \nof three consecutive hours within the meal period noted below:\nBreakfast:Midnight to 10:00 AM\nLunch:10:00 AM to 3:00 PM\n Kenai Peninsula Borough School District\nTRAVEL REIMBURSEMENT\nTo Be Used When Overnight Travel is Required\nFor Employees and Board Members\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\nAM\nPM\n\nDinner:3:00 PM to Midnight\n8/3/2026Must Be Submitted Monthly","scan_status":"clean","is_featured":false,"sort_order":1,"uploaded_by":2,"created_at":"2026-08-11T22:14:33.638Z","boarddocs_unique":null,"pending_state":null}],"motions":[]},{"id":10152,"meeting_id":673,"category_id":4108,"item_number":"G","item_type":"information","title":"Exhibit 3360b Mileage Reimbursement","public_content":"Rates were revised in accordance with U.S. General Services Administration updates.
Per BB 9313 \"Exhibit pages are intended to be easily updated. They are provided as information items to Board members but are not subject to approval.\"
Attached is the planning document for the FY26 Kenai Peninsula Borough School District Financial Statement Audit.
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BDO is the brand \nname for the BDO network and for each of the BDO Member Firms.\nWelcome\nAugust 10, 2026\nMembers of the School Board\nKenai Peninsula Borough School District\nWe look forward to discussing with you the current year audit plan for Kenai Peninsula Borough School District \n(the District). This report provides an overview of our overall objectives for the audit, and the nature, scope, \nand timing of the planned audit work.\nWe are pleased to be of service to the District, are committed to executing a quality audit, and look forward \nto discussing our audit plan, as well as other matters that may be of interest to you, during our meeting. \nRespectfully, \nC\nopy to: Clayton Holland, Superintendent\nCzarina Voivedich, Director of Finance\nBIKKY SHRESTHA\nEngagement Principal\nbshrestha@bdo.com / 907-770-2234\nSOPHIE LANDEIS\nAssurance Experienced Senior\nslandeis@bdo.com / 907-770-2259\nBDO USA, P.C.\n3601 C Street, Suite 600\nAnchorage, AK 99503\nTel.: 907-278-8878\nwww.bdo.com\nYour Client Service Executive Team\n\n3 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nContents\nThe following communication was \nprepared as part of our audit, has \nconsequential limitations, and is intended \nsolely for the information and use of \nthose charged with governance (e.g., \nBoard of Directors) and, if appropriate, \nmanagement of the Company, and is not \nintended and should not be used by \nanyone other than these specified parties. \nEXECUTIVE SUMMARY4\nAUDIT OVERVIEW & STRATEGY\n7\nINQUIRIES OF THOSE CHARGED WITH GOVERNANCE\n13\nOTHER TOPICS\n15\n\n4 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nExecutive Summary\n\n5 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nExecutive Summary\nAudit timeline\n•We will perform our audit procedures during the months of July through October 2026, with \nissuance of the audited financial statements expected at the end of October 2026. \nAudit strategy, including significant risks identified\n•Our audit strategy, including significant risks identified, for the 2026 audit is outlined in the “Areas \nof Significant Risk” on page 11. \n\n6 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nAudit Timeline\nThe following represents our anticipated schedule regarding our audit of the annual financial statements of the District:\nJulAugSepOct\nPlanning\nYear-End Fieldwork \nRelease Report on Financial Statements\n\n7 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nAudit Overview & \nStrategy\n\n8 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nOverview\nOur audit strategy follows a risk-based approach, so that our audit work, including the \nnature, timing and extent of audit procedures planned, is focused on the areas of the \nfinancial statements where the risk of material misstatement is assessed to be significant \nas well as other areas of the financial statements where we have identified risks of \nmaterial misstatement. \nIn preparation for our audit, we have discussed with the Members of the School Board and \nmanagement significant matters including, but not limited to, market conditions, \nactivities, and changes to the District’s business, systems, accounting principles and \ncontrols, and obtained management’s view of potential audit risk in order to update our \nunderstanding of the District. This is important to our identification and assessment of \nrisks of material misstatement to the financial statements and related disclosures. \nKey components of our audit objectives and strategy are highlighted within this report. \nWe will continue to update the resulting assessment throughout the audit. We will \ncommunicate to you any significant changes to the planned audit strategy, or the \nsignificant risks initially identified and communicated herein, and the reason for such \nchanges, as applicable, when we present the results of our audit upon completion. \n\n9 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nTerms of the Audit and Independence\nAUDITOR’S RESPONSIBILITY\nBDO USA, P.C., as your auditor, is responsible for forming and expressing an opinion \nabout whether the financial statements that have been prepared by management, \nwith your oversight, are prepared, in all material respects, in accordance with the \napplicable financial reporting framework. We are also responsible for expressing an \nin relation to opinion on the schedule of expenditures of federal awards (SEFA) that \nhas been prepared by management, with your oversight, is prepared in accordance \nwith Government Auditing Standards. Our audit will be conducted in accordance with \nstandards for financial audits contained in the Government Auditing Standards (GAS \nor Yellow Book) issued by the Comptroller General of the United States. Our audit \nwill also be performed in accordance with Title 2 U.S. Code of Federal Regulations \n(CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit \nRequirements of Federal Awards (Uniform Guidance ), and State of Alaska Single \nAudit Guide and Compliance Supplement (State Audit Guide) for forming and \nexpressing an opinion on compliance. \nThe auditsdo not relieve you of your responsibilities and do not relieve management \nof their responsibilities. \nINDEPENDENCE\nOur engagement letter to you dated May 21, 2026, describes our responsibilities in \naccordance with professional standards and certain regulatory authorities and \nGovernment Auditing Standards regarding independence and the performance of \nour services. This letter also stipulates the responsibilities of the District with \nrespect to independence as agreed to by the District. Please refer to that letter \nfor further information.\nTERMS OF THE AUDIT\nOur establishment and understanding of the terms of the audit engagement have \nbeen documented in our annual engagement letter which was provided to you on May \n21, 2026, and includes the objectives of the audit along with the responsibilities of \nboth the auditor and of management for your reference.\nWe will plan and perform the audit of the financial statements for the year \nending June 30, 2026, in accordance with Government Auditing Standards.\nWe will plan and perform the audit of theSEFA and SSFA for the year ending \nJune 30, 2026, in accordance with GAS and will issue an in relation to opinion.\nWe will perform tests of compliance with certain provisions of laws, regulations, \ncontracts and grant agreements, noncompliance with which could have a direct \nand material effect on the financial statements. However, providing an opinion \non compliance with those provisions is not an objective of our audit.\nWe will consider the District's internalcontrol over compliance with \nrequirements that could have a direct and material effect on a major federal \nprogram in order to determine our auditing procedures for the purpose of \nexpressing an opinion on compliance and to test and report on internal control \nover compliance in accordance with GAS, Uniform Guidance, and the State Audit \nGuide.\n\n10 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nDetermining Our Planned Audit Strategy\nWe focus on areas with higher risk of material misstatement to the financial statements, whether due to error or fraud. \nIn addition, Government Auditing Standards require that we also plan and perform the audit to obtain reasonable assurance about whether the District has complied with applicable laws, \nregulations and the terms and conditions of the federal and state awards that may have a direct and material effect on each of the District’s major federal and state programs. \nPrior year audit results including discussions with management and those charged with governance regarding the District’s operations and risks.\nInherent risk within the District (i.e., the susceptibility of the financial statements to material error or fraud) without regard to the effect of controls.\nA continual assessment of materiality thresholds based upon qualitative and quantitative factors affecting the District.\nRecent developments within the industry, regulatory environment, and general economic conditions.\nRecently issued and effective accounting and financial reporting guidance.\nThe District’s significant and critical accounting policies and procedures, including those requiring significant management judgments and estimates and those related to significant \nunusual transactions.\nThe control environment, risk management and monitoring activities, and the possibility that internal controls may fail to prevent or detect a material misstatement due to error or \nfraud. In connection with our audit, we will obtain a sufficient understanding of the District’s internal control to plan the au dit of the financial statements. However, such \nunderstanding is required for the purposes of determining our audit procedures and not to provide any assurance concerning such internal control.\nThe use of information systems and service organizations in the financial reporting process and overall IT environment. \nWe will consider the District’s internal control over financial reporting as a basis for designing audit procedures for the purpose of expressing an opinion on the financial statements, \nbut not for the purpose of expressing an opinion on the District’s effectiveness of internal control.\nInternal control over compliance with requirements that could have a direct and material effect on a major federal or state program in order to determine our auditing procedures \nfor the purpose of expressing an opinion on compliance and to test and report on internal control over compliance in accordance with the Uniform Guidance and the State Audit \nGuide.\nWe will communicate to you any significant changes to the planned audit strategy, or to the significant risks initially identified, that may occur during the audit due to the results of audit \nprocedures or in response to external factors, such as changes in the economic environment.\n\n11 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nAreas of Significant Risk\nOur areas of significant risk, which are risks with both a higher likelihood of occurrence and a higher magnitude of effect that require special audit considerations, \nare as follows. \nManagement Override of Controls\nImproper Revenue Recognition – Grant \nRevenue\n\n12 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nWe plan to use the work of other auditors and persons not employed by BDO USA, P.C. in the 2026 audit. The table below represents the names, locations, and \nplanned responsibilities.\nPlanned Use of Other Auditors and Persons Not Employed by BDO USA, \nP.C.\nNameLocationPlanned responsibilities\nBDO RISE Private Limited (BDO \nRISE India)\nIndia•Perform substantive audit testing\nPlanned Use of Persons Not Employed by BDO USA, P.C.\nThe use of other auditors and persons not employed by BDO USA, P.C. outside the core engagement team, are under the direct supervision of the core engagement team and \nengagement partner in accordance with applicable auditing standards.\n[BDO RISE Private Limited (BDO RISE India) is a subsidiary of BDO USA, P.C.]\n\n13 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nInquiries of Those \nCharged with Governance\n\n14 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nObtaining Information \nfrom Those Charged with Governance\nWe perform inquiries related to fraud and other matters to help inform our audit strategy and execution of our audit procedures. As \npart of the upcoming meeting with you, we would like to discuss the following topics with you to understand any matters of which you \nbelieve we should be aware, including, but not limited to:\nYour views about the risk of material misstatements due to fraud, including the risk of management override of controls\nHow you exercise oversight over the District’s assessment of fraud risks and the establishment of controls to address these risk s\nYour awareness of any actual, alleged or suspected fraud or illegal acts affecting the District\nYour awareness of tips or complaints regarding the District’s financial reporting and your response to such tips and complaints\nYour awareness of other matters relevant to the audit including, but not limited to, violations or possible violations of laws or regulations \nYour awareness of noncompliance with laws and regulations to include consideration of noncompliance with provisions of contracts and grant agreements.\nYour awareness of any investigations or legal proceedings that have been initiated or are in process with respect to the period under audit.\nYour awareness of any significant communications between the District and regulators\nYour understanding of the District’s relationships and transactions with related parties that are significant to the District\nAny business relationships between a BDO firm and the District or its affiliates \nWhether the District has entered into any significant unusual transactions\nYour awareness of any other information that is important to the identification and assessment of risks of material misstatement\n\n15 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nOther Topics\n\n16 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nBDO’s System of Quality Management\nAn audit firm’s effective system of quality management (“SoQM”) is crucial for supporting the consistent \nperformance of high-quality audits and reviews of financial statements, or other assurance or related services \nengagements under professional standards, and applicable legal and regulatory requirements.\nAccordingly, BDO has implemented a SoQM designed to provide reasonable assurance that its professionals fulfill their \nresponsibilities and conduct engagements in accordance with those standards and requirements. The firm’s SoQM \nsupports the consistent performance of quality audits through many ongoing activities including, at least annually, \ncertification by leaders with responsibility for key controls and related processes. Our Assurance Quality Management \nteam performs regular reviews and testing of key controls and processes throughout the SoQM and identifies and \ncommunicates areas for improvement. \nAs required by International Standard on Quality Management 1 (ISQM 1) under the International Auditing and \nAssurance Standards Board (IAASB), BDO has conducted an evaluation of the effectiveness of its system of quality \nmanagement and concluded, as of September 30, 2025, that the system provides reasonable assurance that our \nprofessionals will perform audits and reviews of financial statements or related assurance services engagements in \naccordance with professional standards, and applicable legal and regulatory requirements. \nWe will continue to provide you with \nupdates on our progress. Currently, \nyou may find discussion of BDO’s \nsystem of quality management within \nour annual Audit Quality Reports\n, the \nmost recent of which is accessible \nhere\n. \nCLICK HERE TO ACCESS IAASB \nISQM-1 IN ITS ENTIRETY >\n\n17 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nGovernment Accounting \nStandards Update\n\n18 KENAI PENINSULA BOROUGH SCHOOL DISTRICT 2026 AUDIT PLAN / BDO USA, P.C.\nGovernment Accounting Standards Update\nIncluded is a listing of relevant recent government \naccounting pronouncements with mandatory effective \ndates. Any standards issued after the date of this \ncommunication are unlikely to impact the next annual \nperiod’s financial statements but should be considered in \naccordance with GASB Statement No. 100, Accounting \nChanges and Error Corrections. Early adoption is generally \npermitted for all the accounting standards summarized \nherein, but each standard has specific transition guidance \nand early adoption may have been limited to certain \nperiods or circumstances.\nGovernment Accounting Standards UpdateEffective Date \nGASB Statement No. 103, Financial Reporting Model \nImprovements\nFiscal years beginning after June 15, 2025. If a primary \ngovernment chooses early implementation of this Statement, all \ncomponent units also should implement this Statement in the \nsame year.\nGASB Statement No. 104, Disclosure of Certain Capital \nAssets\nFiscal years beginning after June 15, 2025\nGASB Statement No. 105, Subsequent EventsFiscal years beginning after June 15, 2026\nAccess GASB - Current Projects \nWhat’s on the horizon for government accounting \nstandards?\n\nAbout BDO USA \nOur purpose is helping people thrive, every day. Together, we are focused on delivering exceptional and \nsustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP \ncompany, reflecting a culture that puts people first. BDO professionals provide assurance, tax, and advisory \nservices for a diverse range of clients across the U.S. and in over 160 countries through our global organization. \nBDO is the brand name for the BDO network and for each of the BDO Member Firms. BDO USA, P.C., a Virginia \nprofessional corporation, is the U.S. member of BDO International Limited, a UK company limited by guarantee, \nand forms part of the international BDO network of independent member firms. For more information, please \nvisit: www.bdo.com\n. \nMaterial discussed is meant to provide general information and should not be acted on without professional advice \ntailored to your needs.\n© 2026 BDO USA, P.C. All rights reserved. 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