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2023-12-21 Regular MeetingKodiak Island Borough Assembly Regular Meeting Agenda Assembly Chambers Thursday, December 21, 2023, 6:30 p.m. This meeting is open to the public and will be broadcast on KMXT 100.1 FM and on the Borough's You Tube Channel. Meeting packets are available online. Please subscribe to get meeting notifications when meeting packets are published. Page 1. INVOCATION 2. PLEDGE OF ALLEGIANCE 3. STATEMENT OF LAND ACKNOWLEDGEMENT We are gathered on the traditional homeland of the Sugpiaq/Alutiiq people, and we acknowledge the 10 tribes of the Kodiak Alutiiq Region. We recognize the Alutiiq culture that enriches our community to this day. 4. ROLL CALL 5. APPROVAL OF AGENDA AND CONSENT AGENDA 6. *APPROVAL OF MINUTES A. Special Meeting Minutes of November 9, 2023 and Regular 4 - 9 Meeting Minutes of November 16, 2023 Minutes Binder 7. CITIZENS' COMMENTS (Limited to Three Minutes per Speaker) 8. AWARDS AND PRESENTATIONS 9. COMMITTEE REPORTS 10. PUBLIC HEARING 11. BOROUGH MANAGER'S REPORT A. Borough Manager's Report 10-36 20231221 Borough Manager's Report Page 0 of 91 12. MESSAGES FROM THE BOROUGH MAYOR `K��Z�7►[•91�]�:Z��[�7►[�]Yy_1��►1�7_1:a�1►1�1►1[•ya��l:���yl�l�•� 14. CONSIDERATION OF CALENDAR - NEW BUSINESS 14.A. CONTRACTS 1. Contract No. FY2020-08C Amending Contract No. 37-44 FY2020-08 Agreement For Lobbying Services Between The Kodiak Island Borough And Hickey And Associates Agenda Item Report - Pdf 14.13. RESOLUTIONS 1. Resolution No. FY2023-20A Amending Resolution No. 45-46 FY2023-20 To Extend The Sunset Date Of The Health Facilities Advisory Board (HFAB) To June 30, 2025 Agenda Item Report - Pdf 2. Resolution No. FY2024-13 Adopting An Alternative 47-70 Allocation Method For The FY24 Shared Fisheries Business Tax Program And Certifying That This Allocation Method Fairly Represents The Distribution Of Significant Effects Of Fisheries Business Activity In FMA 13: Kodiak Area Agenda Item Report - Pdf 14.C. ORDINANCES FOR INTRODUCTION 1. Ordinance No. FY2024-04 An Ordinance Of The Assembly 71 -75 Of The Kodiak Island Borough Amending Title 2 Administration And Personnel, Chapter 2.30 Rules Of The Assembly, Section 2.30.080 Order Of Speaking Agenda Item Report - Pdf 2. Ordinance No. FY2024-11 Amending Title 2 Administration 76-78 And Personnel, Chapter 100 Boards, Committees, And Commissions Section 2.100.040 Qualifications To Allow Residents To Serve On Various Boards, Committees, And Commissions Agenda Item Report - Pdf 14.D. OTHER ITEMS 15. CITIZENS' COMMENTS 16. ASSEMBLY MEMBERS' COMMENTS Page 1 of 91 17. ADJOURNMENT 18. INFORMATIONAL MATERIALS A. Womens Bay Service Area Board Minutes of November 7, 2023 79 WBSAB Minutes B. Health Facilities Advisory Board Meeting Minutes of September 80-83 18 and October 30, 2023 Minutes Binder C. Kodiak Island Borough School District Board Of Education 84 Special Meeting Summaries Of October 30, 2023, And November 6, 2023 BOE Meeting Summaries 19. REPORTS A FY2024 December Records Destruction Report 85-91 This meeting is open to the public and will be broadcast on KMXT 100.1 FM and on the Borough's You Tube Channel. Meeting packets are available online. Please subscribe to get meeting notifications when meeting packets are published. For public comments, please call (907) 486-3231 or (855) 492-9202. Page 2 of 91 AGENDA ITEM #6.A. KODIAK ISLAND BOROUGH Assembly Special Meeting November 9, 2023 A special meeting of the Kodiak Island Borough Assembly was held on November 9, 2023, in the Assembly Chambers. The meeting was called to order at 6:30 p.m. Staff present were Borough Manager Aimee Williams, Assessor Seema Garoutte, CDD Director Chris French, and Borough Clerk Nova M. Javier. ROLL CALL Present were Mayor Scott Arndt, Assembly Member Steve Ames, Jared Griffin, Larry LeDoux, Ryan Sharratt, Scott Smiley, James Turner, and Bo Whiteside. CITIZENS COMMENTS — None. CONSIDERATION OF MATTER(S) IN THE CALL FOR THE SPECIAL MEETING A. EXECUTIVE SESSION - Discussion Of Litigation Strategy Regarding Kodiak Area Native Association v. Kodiak Island Borough, Case No. 3 KO-21-57CI SMILEY moved to convene into executive session to discuss litigation strategy regarding Kodiak Area Native Association v. Kodiak Island Borough, Case No. 3 KO- 21-57CI Under The Authority Of KIBC. 2.30.030 (F)(1)(A) To Which The Borough Is A Party And To Provide Direction Regarding That Litigation. ROLL CALL VOTE ON THE MOTION CARRIED FIVE TO TWO: Ames, Griffin, LeDoux, Smiley, Whiteside (AYES); Sharratt and Turner (NOES). SMILEY moved to invite the Mayor, Assembly, Manager, and Clerk into Executive Session. The Borough Attorney and Assessor, Seema Garoutte were invited in at a later time. VOICE VOTE ON MOTION CARRIED UNANIMOUSLY. After the vote, Mayor Arndt recessed the special meeting and convened the executive session at 8:10 p.m. Upon returning from the executive session, Mayor Arndt reconvened the special meeting at 9:18 p.m. SMILEY moved to authorize the Borough Manager to direct the Borough Attorney to proceed with the steps necessary to enter into mediation with KANA regarding the issues that the Borough is facing. ROLL CALL VOTE ON THE MOTION CARRIED SIX TO ONE: Griffin, LeDoux, Smiley, Turner, Whiteside, and AMES (AYES); Sharratt (NO). ADJOURNMENT LEDOUX moved to adjourn the meeting at 9:20 p.m. Kodiak Island Borough November 9, 2023 Assembly Special Meeting Minutes Page 1 of 2 Special Meeting Minutes of November 9, 2023 and Regular Meeting Minutes ... Page 4 of 90 AGENDA ITEM #6.A. VOICE VOTE ON MOTION CARRIED UNANIMOUSLY. KODIAK ISLAND BOROUGH Scott Arndt, Borough Mayor Kodiak Island Borough November 9, 2023 ATTEST: Nova M. Javier, Borough Clerk Assembly Special Meeting Minutes Page 2 of 2 Special Meeting Minutes of November 9, 2023 and Regular Meeting Minutes ... Page 5 of 90 AGENDA ITEM #6.A. KODIAK ISLAND BOROUGH Assembly Regular Meeting November 16, 2023 A regular meeting of the Kodiak Island Borough Assembly was held on November 16, 2023, in the Assembly Chambers. The meeting was called to order at 6:30 p.m. Staff present were Borough Manager Aimee Williams, Community Development Director Chris French, E&F Director Dave Conrad, Deputy Borough Clerk Lina Cruz, and Assistant Clerk Irene Arellano. INVOCATION The invocation was given by Major David Davis of the Salvation Army. 2. PLEDGE OF ALLEGIANCE Mayor Arndt led the Pledge of Allegiance. 3. STATEMENT OF LAND ACKNOWLEDGEMENT We are gathered on the traditional homeland of the Sugpiaq/Alutiiq people, and we acknowledge the 10 tribes of the Kodiak Alutiiq Region. We recognize the Alutiiq culture that enriches our community to this day. 4. ROLL CALL Present were Mayor Scott Arndt, Assembly Member Steve Ames, Ryan Sharratt, Scott Smiley, James Turner, and Bo Whiteside. 5. APPROVAL OF AGENDA AND CONSENT AGENDA SMILEY moved to approve the agenda and consent agenda. VOICE VOTE ON MOTION CARRIED UNANIMOUSLY. 6. *APPROVAL OF MINUTES (Approved under consent agenda) A. Regular Meeting Minutes of November 2, 2023 7. CITIZENS' COMMENTS Dave Conrad, Engineering and Facilities Director spoke under citizen's comments. 8. AWARDS AND PRESENTATIONS — None. 9. COMMITTEE REPORTS Borough Manager Williams reported on the recent Southwest Alaska Municipal Conference (SWAMC) meeting and announced that Assembly Member Griffin will be the new Kodiak Island Borough representative. He will be attending the SWAMC Board of Directors Retreat in Anchorage after the Alaska Municipal League Annual Conference. Kodiak Island Borough November 16, 2023 Assembly Regular Meeting Minutes Page 1 of 4 Special Meeting Minutes of November 9, 2023 and Regular Meeting Minutes ... Page 6 of 90 AGENDA ITEM #6.A. 10. PUBLIC HEARING A. Ordinance No. FY2024-08 An Ordinance Of The Assembly Of The Kodiak Island Borough Amending Kodiak Island Borough Title 15 Buildings And Construction, Chapter 40 Building And Lot Numbering, Section 15.40.080 Procedure For Addressing Newly Created Lots SMILEY to adopt Ordinance No. FY2024-08. Mayor Arndt opened the public hearing. Hearing and seeing none, Mayor Arndt closed the public hearing and reconvened the regular meeting. ROLL CALL VOTE ON THE MOTION CARRIED UNANIMOUSLY: Ames, Sharratt, Smiley, Turner, and Whiteside. 11. BOROUGH MANAGER'S REPORT Borough Manager Williams provided a manager's report, and it was included in the meeting packet. 12. MESSAGES FROM THE BOROUGH MAYOR Mayor Arndt wished everybody a wonderful Thanksgiving holiday. 13. CONSIDERATION OF CALENDAR - UNFINISHED BUSINESS 14. CONSIDERATION OF CALENDAR - NEW BUSINESS 14.A. CONTRACTS — None. 14.B. RESOLUTIONS — None. 14.C. ORDINANCES FOR INTRODUCTION — None. 14.D. OTHER ITEMS 1. Approval Of Reimbursement To Providence Kodiak Island Medical Center For The Approval From 35% Design Status To 65% Design Of Air Handling Unit Fan Wall At A Cost Of $38,000 SMILEY moved to authorize the Borough Manager to reimburse Providence Kodiak Island Medical Center for the authorization for design services from 35% to 65% for the Air Handling Unit Fan Wall in the amount of $38,000. ROLL CALL VOTE ON THE MOTION CARRIED UNANIMOUSLY: Sharratt, Smiley, Turner, Whiteside, and Ames. Kodiak Island Borough November 16, 2023 Assembly Regular Meeting Minutes Page 2 of 4 Special Meeting Minutes of November 9, 2023 and Regular Meeting Minutes ... Page 7 of 90 AGENDA ITEM #6.A. 2. Approval Of Reimbursement To Providence Kodiak Island Medical Center For Payment For The Design Of Automatic Transfer Switches To 35% At A Cost Of $45,033 SMILEY moved to authorize the Borough Manager to reimburse Providence Kodiak Island Medical Center for the purchase of the design services for the Automatic Transfer Switches (ATS) in the amount of $45,033. ROLL CALL VOTE ON THE MOTION CARRIED UNANIMOUSLY: Smiley, Turner, Whiteside, Ames, and Sharratt. 3. Approval Of Reimbursement To Providence Kodiak Island Medical Center For Payment For The Design Of Chiller Replacement To 65% At A Cost Of $187,824 SMILEY moved to authorize the Borough Manager to reimburse Providence Kodiak Island Medical Center for the purchase of the design services for the Chiller Replacement in the amount of $187,824. ROLL CALL VOTE ON THE MOTION CARRIED FOUR TO ONE: Turner, Whiteside, Ames, and Smiley (AYES); Sharratt (NO). 4. Approval Of The Parks and Recreation Committee By -Laws SMILEY moved to approve the Parks and Recreation Committee by-laws as presented. ROLL CALL VOTE ON THE MOTION CARRIED UNANIMOUSLY: Whiteside, Ames, Sharratt, Smiley, and Turner. 5. Approval Of The Amendments To The Solid Waste Advisory Board's By -Laws SMILEY moved to approve the amendments to the Solid Waste Advisory Board's By -Laws as presented. ROLL CALL VOTE ON THE MOTION CARRIED UNANIMOUSLY: Ames, Sharratt, Smiley, Turner, and Whiteside. 15. CITIZENS' COMMENTS None. 16. ASSEMBLY MEMBERS' COMMENTS • Assembly Member Turner wished Borough Clerk Nova M. Javier a happy birthday. • Assembly Member Ames had no comment. • Assembly Member Whiteside congratulated the Finance Department on their Award for Outstanding Achievement in Popular Annual Financial Reporting from the Government Finance Officers Association. He also congratulated the Landfill Crew and support staff on their very high rating achievement during the Kodiak Island Borough Assembly Regular Meeting Minutes November 16, 2023 Page 3 of 4 Special Meeting Minutes of November 9, 2023 and Regular Meeting Minutes ... Page 8 of 90 AGENDA ITEM #6.A. inspection from the Alaska Department of Conservation and thanked them for their hard work. • Assembly Member Smiley echoed Assembly Member Whiteside's remarks for both the Finance Department and the Engineering and Facilities Department for their success. • Assembly Member Sharratt expressed his appreciation to the United States Coast Guard for their services and gave his gratitude specifically to team Sitka during the search and rescue recent events on Red Island, Juneau, Alaska. He gave a shout out to the Wounded Warriors who were here in town. He mentioned he would like to see progress in the Borough professional project management office including inspections of facilities and movement in the rural and remote representatives' position. Lastly, he mentioned he would like to see the rural communities take a proactive approach in their own development and strategies, especially Chiniak. 17. ADJOURNMENT SMILEY moved to adjourn the meeting at 7:03 pm. VOICE VOTE ON MOTION CARRIED UNANIMOUSLY. KODIAK ISLAND BOROUGH Scott Arndt, Borough Mayor Kodiak Island Borough November 16, 2023 ATTEST: Nova M. Javier, Borough Clerk Assembly Regular Meeting Minutes Page 4 of 4 Special Meeting Minutes of November 9, 2023 and Regular Meeting Minutes ... Page 9 of 90 AGENDA ITEM #11.A. Kodiak Island Borough OFFICE of the MANAGER TO: Kodiak Island Borough Assembly ,Y06]kT,I_ i�fT� lViII11wir RE: Managers Report, December 21, 2023 710 Mill Bay Road Kodiak, Alaska 99615 Phone (907) 486-9301 Manager's Department Trident Seafoods — Mayor Arndt, Seb O'Kelly, and I met with Stephanie Mooreland and Shannon Carroll of Trident yesterday to get a community briefing from the company. They shared with us some of their goals for Alaska and how they are dealing with the transition across Alaska. We are scheduled to meet with them again in mid- January. NOAA - With the announcement of this sale, there has been a spotlight on NOAA's Federal Fisheries Finance Loan Program (FFP). Earlier today, the law firm of Robertson, Monagle & Eastaugh discussed the details of the program with staff at NOAA's Financial Services Division in Silver Spring, MD. Here are some highlights of that conversation. • The FFP currently has $36M of unobligated loan authority available from FY2023. The federal government is operating under a Continuing Resolution ("CR") into early 2024. We expect but are not 100% certain the FFP will soon be provided with a full $100M of loan authority for FY2024, which runs through September 30, 2024 • If $100M is not sufficient loan authority to meet the national interest, that amount can be increased by Congress • Local governments can apply for FFP loans, as well as seafood companies if they are at least 75% U.S. owned Borough Manager's Report Page 10 of 90 AGENDA ITEM #11.A. • FFP loans can cover up to 80% of the purchase price • Loan maturities are a maximum of 25 years • Loan rates are 2% interest over the U.S. Treasury's cost of funds • There are no maximum or minimum loan amounts • FFP loans to purchase existing seafood processing plants are the same as purchasing a used fishing vessel, all applicants are screened for collateral, guarantees, and ability to service the debt, among other program requirements • The FFP Branch Chief for NOAA's Financial Services Division for the Northwest/Alaska is Mr. Scott Houghtaling. He can be reached at 206.526.6122 and Scott. Houghtaling()_noaa.gov • There is a flyer for the program included. Staffing Update — The Finance Department has had two successful interviews for open positions. The candidate for the Accounts Payable technician was offered the position and accepted. There was also an applicant for the open Appraiser Tech job in Assessing. We will be scheduling an interview in the beginning of January for that position. Department of Education & Early Development — Please find a memo from DEED Commissioner Deena Bishop to the Finance Committee Co -Chairs that offers insight into school operating funds, special revenue funds, capital project funds, and other government funds. City of Kodiak Lease — Still waiting on the City Manager to sign the lease. I have reviewed the lease, updated the increased square footage request, and new monthly payment amount. Parking Lots — We have requested help from community members to address the airport parking lot and the Anton Larsen Boat Launch parking lot. We will be reaching out to the responsible agencies to pass on the concerns. Holiday Cheer — Tomorrow at 3:30PM is the staffs holiday celebration. Please stop by if you are available to do so. There is a gingerbread house contest, a Christmas cookie contest, and a small potluck scheduled. Engineering and Facilities Tree Blow Down — • Multiple trees were damaged and blown over on both Borough land, road right of way and private property. One structure was reported as damaged. KIB Borough Manager's Report Page 11 of 90 AGENDA ITEM #11.A. insurance is not a factor as the damage was determined to be an "Act of God" KIB is in the process of having the affected trees removed from resident's property. Solid Waste Advisory Board — • SWAB and Staff are collaborating with Boy Scout Troop 626 for the collection of natural Christmas trees. January 6, 2024, the scouts will come to your location and pick up your bare tree. Please call or contact the scouts via Facebook (Kodiak Troop 626) to arrange pick up. The trees will be taken to the landfill and ground for landfill cover. • Meeting held December 20, 2023. Discussions specific to the board involvement in contracts associated with Solid Waste Disposal were held. Specific events and outreach projects are being planned for next calendar year. Solid Waste Contract Committee —Next meeting is scheduled for Tuesday, January 9th at 1:00pm in the Borough Conference Room. XTIT IE • New Excavator is scheduled to ship on December 13 sailing with Sampson Tug and Barge. Brechan Construction has been hired to transport the machine to the landfill. Brechan rental excavator will be utilized until factory training can be arranged. Staff is in discussions with the vendor. • Staff has been contacted by the Denali Commission to proceed into the second - round consideration for funding associated with funding request for landfill planning. Awaiting discussions with KANA regarding the disposition of joint application. KFRC- Discharge Permit —Permit has been accepted and begins January 2024. Discussion specific to the funding of the project and the costs associated with the facility operation is scheduled for the December 28th Work Session. Awaiting discussion with Long Technologies regarding upgrade and review of system coverage and possible additional monitoring. This meeting is being delayed minimizing cost and perform work and analysis on several facilities. Consideration to develop and add elevator refurbishing has been delayed due to enterprise fund budgetary constraints and prioritization of required work. KIBSD — • East Roof Proposal Package — Work has been ordered. • North Star Roof Replacement and Skylight Replacement — Architect is focused on this roof and skylight replacement. Anticipate preliminary design and cost estimate in January. • Karluk and Larsen Bay — Replacement parts are on order for planning of a final repair trip to these two facilities. KIB has been informed that the KIBSD will not be going to Karluk. KIB will plan to travel and facilitate repairs after the holidays. Borough Manager's Report Page 12 of 90 AGENDA ITEM #11.A. • Petersen Roof — Regular bi -monthly meetings are being held. Submittal process has started. Upon submittal approval contractor will begin ordering materials. Meeting with KIBSD to discuss possible lay down areas. Anticipate on site work to begin in Spring of 2024. Weather dependent. Leachate Treatment Plant — Leachate Treatment Plant process equipment is functional. Alterations to the piping are required and are being discussed to adapt for maximum design flows to be achieved. Design and construction teams are collaborating to diagnose not providing the 200 gallons per minute that the specification required. KIB staff is asking for consideration due to not meeting the designed specifications. Discussions are ongoing. Due to performance issues a request for an end date extension will be made for a date in the future. Health and Facilities Advisory Board — Met on December 11, 2023. Discussions regarding reimbursement for design was held. Status update on the various funded design stages was given. Architectural Review Board members will be sent email specific to the sterilization and associated component design at the 65% design level for informational purposes. Next meeting is scheduled for January 8, 2024, at 3:OOpm in the KIB Conference Room. Long Term Care — Spill costs and lease are to be discussed soon. Furnace upgraded and repairs are completed, and the heating is functioning and stabilized. Borough Building — Concrete has been poured. Contractor has heated the tented concrete for ten days to 50 F. KEA has energized the new transformer and power is provided to the electric boiler. Proctor Sales will be scheduled for a site visit and boiler startup. Generator work will continue. No projected completion date has been provided to the KIB. Asphalt patching required cannot be completed until summer of 2024. Finance Department Property Taxes — Delinquent Notices are in the mail to those taxpayers who have not paid their taxes. Staff will start preparing the real property foreclosure documents and annual newspaper publication in January for those properties with balances due. Staffing — Currently advertising for three open positions: a General Accountant, an Accounts Payable Technician, and a Payroll Technician. The Accounts Payable Technician candidate has accepted the job. IT Department Network Infrastructure Backups - Our Network Analyst (Mitchell) is continuing to work on updating and documenting the KIB switch infrastructure — we have updated the firmware of 15 out of 19 switches. i. Project to harden and standardize our network devices. a. Shut down unneeded ports. b. Update passwords and password policy Borough Manager's Report Page 13 of 90 AGENDA ITEM #11.A. c. Documentation of network devices d. Evaluate management software. e. Update any end -of -life devices either via patches or replacement. f. 802.11x Wireless implementation. g. Evaluate VPN solutions. h. Audit DMZ and public facing network devices and servers. Exchange 2019 upgrade — IT is working on upgrading our Exchange on premise server to 2019 and migrating it and the Borough mailboxes to a new resource Forest named mail. kodiakak.us. Upgrade kib.local to kib.kodiak.us — IT is researching a project to rename the kib.local Microsoft Windows forest to kib.kodiakak.us — this will align our systems with Microsoft best practices, and provide a solid foundation for subsequent additional infrastructure and security measures. — currently in early inventory phase, IT is also acquiring additional server resources for testing purposes. GIS- Aggregating and simplifying tools for Borough and public use: i. Spoke to GIS about this and he is continuing to create map tools that are deployed via ARCGS Online, expect this to be an ongoing process as needed by the rest of the Borough. ii. Working on moving archival data to current GIS website for backwards compatibility. iii. Cleaned up an additional 85 missing parcel ids from US fish/wildlife. iv. Working on the Parcel Fabric (Basically making the parcel lines more accurate to reality through a long arduous process) V. Assisting Community Development with data for their Comprehensive plan. vi. Working on Documentation of our GIS Data and what's critical/how we edit it/why we edit it in this way. vii. Working on Identification of Missing Parcel IDs within our system. viii. Continuing with his project to Identify, organize and standardize our GIS data. Windows 11 Deployment - approximately 85% completed. IT is setting up infrastructure for updating to windows 11 which will standardize and speed up the process. Two -Factor Authentication - IT is reviewing the 2 -factor authentication system we have so we can deploy it. Should have a timeline for this project by next week barring issues. Borough Manager's Report Page 14 of 90 AGENDA ITEM #11.A. Project is pending until we complete the rename of kib.local and the migration of exchange 2019. Network Security - Ongoing efforts to improve overall network security. i. Active directory accounts review 1. Active Directory reorganization ii. Group policy review iii. Firewall and network review iv. Network device vulnerability scanning V. System Patch policy and enforcement Office 365 training and deployment - Microsoft Teams will be rolled out for communication use. i. Review deployment methods and group policy settings ii. Put together training material for users to review. iii. Configuring current phone system for Teams integration. iv. Offer training via zoom for interested employees. V. Review and refine deployment for issues and learned lessons. Win911 review — IT is also working with Jacobs Engineering and our Engineering & Facilities Department to review and update if needed our Win911 system. Assessing Department — Senior Citizen / Disabled Veterans Exemptions — Reminder postcards were sent out on December 13, 2023. Reaction to receiving the postcard is mixed, but most are grateful for the reminder. • If you are interested in helping contact seniors and disabled veterans who do not have their paperwork filed by the first week of January, please contact Seema. Tax Roll — There are two outstanding applications that we are awaiting information on from the PFD that cannot be processed until the applicants contact the PFD office themselves. Assessing checks for updated information weekly. Applicants have until December 29, 2023, to provide information to the PFD for us to adjust their taxes. Up Next — Entering the results of inspections into the Assessing software and completing work on building permits and new discovery changes that occurred after the roll was certified. Vacancy- The Assessing Department has one open position for Appraiser Tech position. Borough Manager's Report Page 15 of 90 AGENDA ITEM #11.A. Community Development — Planning & Zoning Commission — The Planning and Zoning Commission had a regular meeting last night and moved its business to the next regular meeting to allow for more public outreach. PRO -Housing Grant Update — Applications for the grant are still under review, however, we were contacted earlier this week for some clarifying information about our application, so the process is moving. Community Development staff is reviewing the criteria for an AARP grant for technical assistance to assist with housing research in case the Borough is not selected for the PRO -Housing Grant. Calls for AARP grant applications typically begin in mid-January. Borough Manager's Report Page 16 of 90 THE STATE °'ALASKA GOVERNOR MIKE DUNLEAVY December 19, 2023 The Honorable DeLena Johnson Co -Chair, House Finance Committee Alaska State Capitol Room 505 Juneau, AK 99801 The Honorable Bryce Edgmon Co -Chair, House Finance Committee Alaska State Capitol Room 410 Juneau, AK 99801 The Honorable Neal Foster Co -Chair, House Finance Committee Alaska State Capitol Room 511 Juneau, AK 99801 Re: Legislative Intent Language — House Bill 39 Dear Finance Committee Co -Chairs: AGENDA ITEM #11.A. Department of Education & Early Development OFFICE OF THE COMMISSIONER 333 Willoughby Ave., 911, Floor, SOB P.O. Box 110500 Juneau, Alaska 99811-0500 Main: 907.465.2800 TTY/TDD: 907.465.2815 Fax: 907.465.2806 The Honorable Bert Stedman Co -Chair, Senate Finance Committee Alaska State Capitol, Room 518 Juneau, AK 99801 The Honorable Lyman Hoffman Co -Chair, Senate Finance Committee Alaska State Capitol Room 516 Juneau, AK 99801 The Honorable Donald Olson Co Chair, Senate Finance Committee Alaska State Capitol Room 508 Juneau, AK 99801 Enclosed, please find the Department of Education and Early Development's response to the legislative intent language from House Bill 39 (Chapter 1, FSSLA 2023, Section 1, Pages 10-11, Lines 2--4) on school district balances for each of the following funds: 1) school operating fund, 2) special revenue funds, 3) capital project funds, and 4) other governmental funds. Please feel free to contact me if we can provide any additional information. Sincerely, eena Wihop, Ed. D. Commissioner Enclosure (1) FY2024 Intent Language Fund Balance Report Final cc: Alexei Painter, Director, Legislative Finance Division Lace} Sanders, Director, Office of Management and Budget Borough Manager's Report Page 17 of 90 AGENDA ITEM #11.A. EDUCATION & EARLY DEVELOPMENT Report to the Legislature School District Fund Balances as required by HB 39 (Chapter 1, FSSLA 2023) December 19, 2023 Borough Manager's Report Page 18 of 90 AGENDA ITEM #11.A. Introduction During the 2023 legislative session the 33rd Legislature included the following legislative intent language in the operating budget (Chapter 1, FSSLA 2023, Section 1, Pages 10-11, Lines 27-4 (HB 39)): It is the intent of the legislature that a school district report to the Department twice annually, once by the end of the count period set out in AS 14.17.500, and on February 1, 2024, the balance of each of the following funds: 1) school operating fund, 2) special revenue funds, 3) capital project funds, 4) other governmental funds. Additionally, each fund shall be reported based on the following classifications: 1) nonspendable fund balance, 2) restricted fifnd balance, 3) committed fund balance, 4) assigned fund balance, 5) unassigned balance. The Department shall provide these reports and associated data in electronic format to the Co -Chairs of Finance and the Legislative Finance Division by December 20, 2023 and by February 15, 2024. This language tasked the Department of Education and Early Development with collecting data from the 53 school districts regarding fund balances. Report Sections This report consists of. 1. District -provided data by each identified fund type, by the five classifications. 2. District -provided comments regarding the reported data. 3. Definitions of the Fund Types and Fund Balance Classifications. Unreserved Fund Balance Reporting This data collection is separate from the "unreserved" school district operating fund balance collections and reports. Audited fiscal year end fund balance data is submitted to the department under AS 14.17.505 and is defined by 4 AAC 09.160; this monitors the requirement for a district to not exceed a year-end unreserved operating fund balance of 10 percent of annual expenditures. The 10 percent fund balance limit was waived through the end of fiscal year 2025 (June 30, 2025), during which time a report on the forecasted unreserved operating fund balance is due to the legislature by February 15 (Chapter 2, SLA 2021, Section 10, Page 10, Lines 16-21 (HB 76)). Data Variations Due to the mid -fiscal year dates identified, the data can fluctuate between and within districts due to many reasons, including: • Districts that receive Impact Aid have the balance of their current application receipts transfer from committed to unassigned at the beginning of the fiscal year. • Municipal districts receive local contributions at different times, based on local processes. Some districts may receive a lump sum at the beginning of the fiscal year, some may receive monthly payments, and some may receive all or a portion of funds at different times of the year. • Bulk purchases of fuel, food, etc. may occur at the beginning of the school year. • The fund balance reporting will be impacted by budget true ups that occur as a result of the student count data reconciliation, projections to actuals. School District Fund Balances Legislative Intent Language December 19, 2023 Alaska Department of Education and Early Development Page 1 Borough Manager's Report Page 19 of 90 AGENDA ITEM #11.A. Alaska Department of Education & Early Development FY2024 School District OPERATING FUND: Current Fund Balance as of October 31, 2023 School District Nonspendable Fund Balance Restricted Fund Balance Committed Fund Balance Unassigned Fund Assigned Fund Balance Balance Total Alaska Gateway 267,969 477,556 (1,661,842) (916,317) Aleutian Region 96,598 53,094 28,747 128,130 306,569 Aleutians East 505,803 - 561,969 56,166 823,709 1,947,647 Anchorage 4,270,366 29,119,270 95,165,820 31,767,704 160,323,160 Annette Island 30,468 1,284,804 - 1,315,272 Bering Strait 1,930,298 - - 1,930,298 Bristol Bay 32,495 54,613 91,359 (322,829) (144,362) Chatham 244,724 - - 1,308,046 (363,770) 1,189,000 Chugach 106,605 896,478 1,148,165 2,151,248 Copper River 156,351 535,148 - - 691,499 Cordova 121,845 - - 797,017 918,862 Craig - 873,631 - 1,457,980 - 2,331,611 Delta/Greely 938,151 697,785 186,207 439,653 2,261,796 Denali 149,025 - - 2,727,984 779,092 3,656,101 Dillingham 3,344 318,247 - - 321,591 Fairbanks 999,483 1,951,302 - 8,345,451 - 11,296,236 Galena 251,154 8,245,171 - 612,335 5,578,048 14,686,708 Haines - - 251,070 705,679 - 956,749 Hoonah 21,111 - 824,159 845,270 Hydaburg 8,883 - - - (110,782) (101,899) Iditarod 321,398 - - 1,143,483 1,464,881 Juneau 382,461 253,035 17,890 3,028,014 - 3,681,400 Kake 8,409 - - 337,335 345,744 Kashunamiut 512,330 - - 3,093,291 - 3,605,621 Kenai Peninsula 2,000,320 2,916,112 4,225,327 2,877,353 16,696,081 28,715,193 Ketchikan - - 7,219,252 7,219,252 Klawock 735,885 593,239 - 345,440 1,674,564 Kodiak 362,173 - 1,500,000 5,466,780 5,209,606 12,538,559 Kuspuk 399,346 315,000 5,176,911 5,891,257 Lake and Peninsula 236,218 236,054 74,292 - 546,564 Lower Kuskokwim 10,263,501 - 8,487,117 11,507,238 30,257,856 Lower Yukon 1,154,503 - 17,045,963 18,200,466 Mat -Su 7,634,554 2,230,799 9,865,353 Nenana 93,720 1,273,962 - 1,397,001 2,764,683 Nome 421,555 183,073 2,518,196 3,122,824 North Slope 1,253,862 3,973,172 6,083,112 - - 11,310,146 Northwest Arctic 1,520,272 - 8,395,071 - 9,915,343 Pelican - 65,000 97,171 162,171 Petersburg 252,353 212,554 464,907 Pribilof - 569,242 176,350 745,592 Saint Mary's Sitka 1,092,000 1,092,000 Skagway 10,617 - 1,900,930 1,911,547 Southeast Island 99,275 1,026,773 - 1,126,048 Southwest Region 1,350,636 5,900,672 1,554,211 8,805,519 Tanana 147,765 - - - 147,765 Unalaska 216 24,482 1,175,607 1,200,305 Valdez - - - - Wrangell 198,035 513,806 711,841 Yakutat - 529,989 (13,333) 516,656 Yukon Flats 228,903 548,349 777,252 Yukon Koyukuk 5,720,688 1,900,000 - - 7,620,688 Yu iit 583,247 - 5,729,128 6,312,375 Total 46,026,915 1 54,419,013 1 24,085,384 159,623,704 104,526,396 1 388,681,411 District did not respond to information requests as of 12/11/2023. School District Fund Balances - Legislative Intent Language Alaska Department of Education Early Development December 19, 2023 Page 2 Borough Manager's Report Page 20 of 90 AGENDA ITEM #11.A. Alaska Department of Education & Early Development FY2024 School District SPECIAL REVENUE FUNDS: Current Fund Balance as of October 31, 2023 School District Nonspendable Fund Balance Restricted Fund Balance Committed Fund Balance Assigned Fund Balance Unassigned Fund Balance Total Alaska Gateway 2,734,106 2,161,625 4,895,731 Aleutian Region - 51,459 51,459 Aleutians East - - - 1,889,047 844,480 2,733,527 Anchorage 2,865,782 7,037,971 8,703,059 18,606,812 Annette Island 5,251 - 1,320,340 18,533 187,532 1,156,592 Bering Strait 665,167 2,421,686 - (279,054) 2,807,799 Bristol Bay 5,578 332,998 (4,783) 333,793 Chatham 17,578 - 342,413 - (43,919) 316,072 Chugach - 3,387 209,149 110,097 322,633 Copper River - (433,161) (433,161) Cordova 18,618 191,803 357,494 10,494 557,421 Craig - 465,184 465,184 Delta/Greely 32,724 - 316,983 1,046,359 1,396,066 Denali - 1,384,835 1,384,835 Dillingham 36,181 - 2,230,910 - 1,050,262 3,317,353 Fairbanks 1,108,453 4,744,881 3,116,458 - 8,969,792 Galena - - 282,000 - 282,000 Haines - - 170,137 61,653 (25,551) 206,239 Hoonah 47,431,636 6,236 55,253 - 47,370,147 Hydabur - - 146,778 146,778 Iditarod 54,400 180,578 18,044 - 253,022 Juneau 31,324 - 984,024 3,046,115 4,061,463 Kake 15,811 - - 15,512 31,323 Kashunamiut - 115,485 87,476 74,901 (243,834) 34,028 Kenai Peninsula 345,069 1,022,056 4,099,928 752,620 (774,879) 5,444,794 Ketchikan - 1,031,943 1,031,943 Klawock 61,585 143,910 665,480 49,775 920750 Kodiak 1,508,707 - 1,508,707 Kuspuk 15,254 - - 1,670,469 1,685,723 Lake and Peninsula 67,582 113,492 - (329,264) (148,190) Lower Kuskokwim - LowerYukon - (1,061,083) (1,061,0831 Mat -Su 455,671 17,959,878 6,944,059 (2,639,592) 22,720,036 Nenana - - 13,430 13,430 Nome 2,475 381,230 2,270,891 221,845 (26,590) 2,849,851 North Slope 1,153,667 2,210,901 2,720,466 6,198,174 (1) 12,283,207 Northwest Arctic 585 - 189,536 (957,824) (767,704) Pelican - 4,885 4,885 Petersburg 6,798 610,307 617,105 Pribilof - 21,099 21,099 Saint Mary's' Sitka 1,042,456 86,449 - 1,128,905 Skagway - 633,771 667,371 1,301,142 Southeast Island 11,709 185,702 1,020,352 38,816 (60,399) 1,196,180 Southwest Region 278,054 1,233,795 - 1,511,849 Tanana - 100,255 100,255 Unalaska 11,947 126,720 60,688 (149,933) 49,422 Valdez 25,859 1,027,506 1,053,365 Wrangell 378,000 342,428 - 720,428 Yakutat - 96,666 119,822 - 216,488 Yukon Flats - 161,944 161,944 Yukon Koyukuk - (81,585) (81,585) upiit 538,247 18,307 115 (339,262)1 217,407 Total 57,540,855 20,064,230 42,244,151 1 38,732,506 (4,491,522)1 154,090,221 ' District did not respond to information requests as of 12/11/2023. School District Fund Balances - Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 3 Borough Manager's Report Page 21 of 90 AGENDA ITEM #11.A. Alaska Department of Education & Early Development FY2024 School District CAPITAL PROJECT FUNDS: Current Fund Balance as of October 31, 2023 School District Nonspendable Restricted Fund Balance Fund Balance Committed Fund Balance Assigned Fund Balance Unassigned Fund Balance Total Alaska Gateway Aleutian _Region Aleutians East _ 1,156,200 1,263,996 1,156,200 1,263,996 Anchorage 24,958,101 56,242,623 81,200,724 Annette Island 7,446,869 4,650 (239,937) 7,211,582 Bering Strait 13,876,189 - 13,876,189 Bristol Bay 144,274 144,274 Chatham 154,350 154,350 Chugach 343,144 343,144 Copper River 792,269 792,269 Cordova 456,895 456,895 Craig 841,513 355,000 1,196,513 Delta/Greely 1,544,952 1,544,952 Denali 2,218,795 (1,956,800) 261,995 Dillingham 207,770 207,770 Fairbanks 474,718 474,718 Galena - 12,421,374 12,421,374 Haines 539,244 19,611 7,882 566,737 Hoonah 721,902 721,902 Hydaburg Iditarod 2,406,590 2,406,590 Juneau Kake 172,797 295,887 468,684 Kashunamiut 221,822 221,822 Kenai Peninsula Ketchikan (506,748) (506,748) Klawock 1,229,603 - 1,229,603 Kodiak 1,235,437 1,235,437 Kuspuk 1,385,681 1,385,681 Lake and Peninsula 186,888 - (34,200) 152,688 Lower Kuskokwim 50,901,509 50,901,509 Lower Yukon 3,053,262 3,053,262 Mat -Su 4,261,182 142,418. (1,058,515) 3,345,085 Nenana Nome 3,334,071 (472,681) 2,861,390 North Slope Northwest Arctic 53,385 - 2,971,774 (687,841) 2,337,317 Pelican 573,633 573,633 Petersburg 568,202 568,202 Pribilof 162,450 162,450 Saint Mary's • " • • • " Sitka Skagway 117,277 117,277 Southeast Island 560,841 (1,069,019) (508,178) Southwest Region 936,469 936,469 Tanana 276,042 276,042 Unalaska 1,592,465 1,592,465 Valdez 1,405,304 1,405,304 Wrangell 1,349,065 1,349,065 Yakutat 1,257,044 1,257,044 Yukon Flats 3,389,958 3,389,958 Yukon Koyukuk (1,398,560) (1,398,560) Yuplit 172,402 172,402 Total 1,369,616 1 129,809,729 77,932,105 (6,129,972) 202,981,477 " District did not respond to information requests as of 12/11/2023. School District Fund Balances- Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 4 Borough Manager's Report Page 22 of 90 AGENDA ITEM #11.A. Alaska Department of Education & Early Development FY2024 School District OTHER GOVERNMENTAL FUNDS: Current Fund Balance as of October 31, 2023 School District Nonspendable Restricted Fund Balance Fund Balance Committed Fund Balance Assigned Fund Balance Unassigned Fund Balance Total Alaska Gateway Aleutian Region Aleutians East Anchorage Annette Island Bering Strait - 672,000 (25,372,175) - - (25,372,175) - 672,000 Bristol Bay 217,633 - 217,633 Chatham - - - - Chugach - 640,256 119,097 486,672 272,681 Copper River 180,357 103,405 282,957 - 566,719 Cordova Craig Delta/Greely Denali 493,273 (450,840) 42,433 Dillingham Fairbanks Galena Haines Hoonah Hydaburg - Iditarod Juneau 38,257 (38,257) - Kake - Kashunamiut 26,005 26,005 Kenai Peninsula - Ketchikan 87,920 87,920 Klawock Kodiak Kuspuk Lake and Peninsula 260,048 2,706 257,342 Lower Kuskokwim 1,413,761 1,413,761 Lower Yukon - Mat -Su 1,091,797 (466,536) 625,261 Nenana Nome - - - North Slope Northwest Arctic Pelican 11,169 11,169 Petersburg 69,966 - 69,966 Pribilof 60,751 60,751 Saint Mary's • • • ' ' Sitka - Skagway - Southeast Island Southwest Region - Tanana - - Unalaska 190,135 97,602 28,561 (149,582) 166,716 Valdez - - Wrangell - Yakutat Yukon Flats Yukon Koyukuk Yu iit Total 218,614 867,192 2,186,088 1 2,813,056 (26,966,768) (20,881,818) ' District did not respond to information requests as of 12/11/2023, School District Fund Balances - Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 5 Borough Manager's Report Page 23 of 90 AGENDA ITEM #11.A. FY2024 HB 39 Fund Balance Report School District Comments Alaska Gateway No comments. Aleutian Region Special Revenue: This entire balance is related to student activity funds. Capital: Funds committed to capital projects for deteriorating infrastructure. Aleutians East Operating: Fund balance could be needed, as the budget was based on an increase in the base student allocation (BSA). Special Revenue: Special revenue fund balances to maintain programs. Capital: Capital funds for future needs (old Sand Point School building and King Cove School playground). Anchorage Operating: Anchorage has two fund balances reservations that are included in the State's definition of unreserved but are classified elsewhere in compliance with GASB 54. The first is $26.3 million that is restricted by the municipality of Anchorage to preserve the municipality's bond rating. The second item is $32.5 million that is assigned for subsequent year's expenditures, or the amount of fund balance the board has authorized to use to balance the FY2024 budget. Anchorage cautions users of this report against extrapolating the data for the entire year as there are a number of timing issues that significantly change the amount of fund balance available. A few examples are: 1.) The district does not receive any tax payments from the municipality until December. Not receiving payments in 12 equal installments will lend itself to underreporting of fund balance. 2.) The teachers payroll is paid from September through June with two additional payments being made in May which would lend itself to overreporting fund balance. 3.) The district will not receive any one-time funds until February or March and any adjustment to State revenue based on the OASIS count won't begin to be adjusted until April. Special Revenue: Includes Student Transportation, Food Service, and Student Activities Funds. Grants have been excluded as revenues are equal to expenditures and no net fund balance is reported. Capital: Residual funds are mostly due to State Bond Debt Reimbursement that has been assigned to capital needs within the district. Other Governmental: Debt Service Fund reduction is due the timing of bond payments and not receiving any tax payments from the municipality until December. Anchorage expects this fund to be positive by the fiscal year end. School District Fund Balances - Legislative Intent Language December 19, 2023 Alaska Department of Education and Early Development Page 6 Borough Manager's Report Page 24 of 90 AGENDA ITEM #11.A. Annette Island Operating: FY2024 Budget is $650k into fund balance, $5.7 million of Impact Aid was moved into unreserved as of T-1,2023. Special Revenue: The committed fund balance is money designated for Early Education grades PreK-1. Capital: $4.2 million of the committed fund balance is for a facilities building. Bering Strait Operating: Higher unreserved fund balance due to committed Impact Aid monies received in FY2023 to be used in FY2024. Bristol Bay Operating: Borough appropriation does not arrive until November, assigned is negative due to deficit of revenue over expenses as of 10/31/2023. Special Revenue: Food service fund negative at 6/30/2023 and costs will exceed revenue in FY2024. Other Governmental: Student, sports, community, and scholarship funds. Chatham Operating: Cash Basis. Special Revenue: Cash Basis. Capital: Cash Basis. Other Governmental: Cash Basis. Chugach No comments. Copper River Special Revenue: Transportation and Food Service. Capital: Building Improvements. Cordova Operating: At the Cordova School District, Certificated Teaching salaries are distributed to staff between August and June, which causes an inflated position perspective when comparing the point -in -time General Fund balance to the annual budget. If operating costs and revenue flow according to the annual budget, the projected Fund Balance, as a percentage of current year budgeted expenses, drops below eight percent. Special Revenue: The deficit in the Unassigned Fund Balance reflects costs that will be covered by transfers from the General Fund later in the year. Additionally, since the district was discouraged from reporting the deficit balances in their cost reimbursement grant funds, it should at least be noted that, while the district is waiting for reimbursement, cash needed to initially cover the costs incurred under those grants is provided by the General Fund balance. As of l013 1 12023, the General Fund - Due From School District Fund Balances Legislative Intent Language December 19, 2023 Alaska Department of Education and Early Development Page 7 Borough Manager's Report Page 25 of 90 AGENDA ITEM #11.A. Other Funds balance related to those grants was $153,306. This accounts for 200 o of the point -in -time fund balance. This is but one example of why carrying a fund balance is crucial to district operations. Capital: Around 80% of this balance is identified for future facility needs and major equipment replacements. Craig No comments. Delta.'Greely Special Revenue: Removed the $44,251 from the $617,400 to get the assigned fund balance. Capital: $654,675 is from page 63 school replacement match combined with $890,277 which is a capital project from FY2021. Denali No comments. Dillingham No comments. Fairbanks Operating: What appears as a large unreserved FY2024 fund balance as of 10/31/2023 is related to the Borough Appropriation of $54 million being provided as a lump sum at the beginning of the school year. Special Revenue: Assigned fund balance is related to transfers from the General Fund to the Transportation Fund in order to cover the cost of transportation that exceeds current State of Alaska Pupil Transportation Funding. Galena Special Revenue: Grants are usually zeroed out. $282k is transfers to offset program shortages. Capital: Estimated for projects in process or in planning. Haines Operating: Committed Insurance Expense. loonah No comments. H ydaburg No comments. Iditarod No comments. School District Fund Balances — Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 8 Borough Manager's Report Page 26 of 90 AGENDA ITEM #11.A. Juneau Operating: Fund Balance is committed based upon board approval. Juneau School District receives its local contribution in July. Capital: No fund balance in Capital Funds. Other Governmental: Nanny Dryden Permanent Fund. Kake No comments. Kashunamiut This is a snapshot in time and because the district does not perform a hard close each month, the following has not been adjusted/calculated because that is only done once a year at year-end when the district closes the books using the modified accrual basis of accounting. Small districts do not perform a hard close every month because that would require an additional staff member who did nothing but closing entries, etc. and the district does not have the budget for that. Therefore, interim fund balance reports have many assumptions and simplifications -- such as: • Special Education - the district does not know until the school year is underway what mandated services will be for the number of intensives students until count - that would also affect our fund balance if additional services are required for which the district has not budgeted because they were unknown at the time the budget was drafted. • The district pays for the entire years' worth of software, auto, property, crime, liability insurance, worker's compensation insurance up front in July. • Teachers are paid in 24 paychecks but work mid-August through May, so the district starts the year with a lag in expenses and then has large payrolls in May `June to pay the remainder of the teacher contracts. This increases the district's interim fund balance until payment occurs. Salaries/Benefits are 55% of the district's total budget. • Fuel inventory - purchased in bulk up front but the majority of the bulk fuel purchased resides at the tank farm. • Other lags in expenses - i.e. the district pays expenses after they are incurred so all food service, maintenance and operations (M&O) (General Fund), professional services, etc. are not paid until the district receives the services and the invoice and pays same; this results in what appears to be a higher fund balance. • Kashunamiut School District performs a true -up on their current year budgets once they know all the newly hired staff salaries and health coverages chosen as well as any changes to revenues once the count period has concluded. This will affect the fund balance percent calculation. • Impact Aid - the district has received minimal payments to date, but will likely receive the bulk in the winter/spring. • Professional Services - the district has many professional service contracts that are not showing as encumbrances, however, the budget line item in which they will be paid is budgeted for those amounts and nothing more. Special Revenue: Cash Basis. Capital: Cash Basis. Other Governmental: Cash Basis. School District Fund Balances - Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 9 Borough Manager's Report Page 27 of 90 AGENDA ITEM #11.A. Kenai Peninsula Operating: This calculation does not include salaries and benefits that are obligated and encumbered. In- kind budget is $14,292,451 and is not encumbered. Utilities are not encumbered. This number is not an accurate representation of fund balance. It truly is a snapshot in time that does not take into account items like teachers' pay, that is earned and obligated, but will be paid later in the year. The Kenai Peninsula Borough School District's regular payroll runs happen on a monthly basis, so there are wages for all staff that was earned in the second half of October (10: 16-10.31) that will not be paid until 1130:2023. That is approximately 1,100 employees plus substitutes and temporary hires. Utilities that are owed but not paid as of the date of the report. Ketchikan Operating: The Ketchikan Gateway Borough (KGB) appropriated all required and approved discretionary funds at the beginning of FY2023-2024, which means the Ketchikan Gateway Borough School District (KGBSD) has access to those funds as of October 31, 2023. However, with a negative beginning fund balance and an approved budget that had only a slight excess of $18,000, the reported fund balance (cash basis), is assigned for expenditures for the remainder of the fiscal year. Additional comment: Without the KGB appropriation being booked for the entire year, the district would be in a negative fund balance position as of October 31, 2023. Special Revenue: The balance is the combined fund balances of Food Service and Student Transportation on a cash basis. Capital: Amount represents, on a cash basis, unreimbursed expenditures for capital projects and major maintenance. Klawock Operating: Received 2024 Impact Aid in early October - $497k. Kodiak Operating: $2,544,144.86 of fund balance has been used to balance the FY2024 Budget. Kuspuk No comments. Lake and Peninsula Special Revenue: 6'302023 Food Service Fund Balance ($135,433). Other Governmental: Student, Community, Housing deposits, and Scholarships. New GASB rules changed these agency funds. Lower Kuskokwim No comments. Lower Yukon Special Revenue: Teacher housing, Residential, and Food Service. Mat -Su No comments. School District Fund Balances Legislative Intent Language December 19, 2023 Alaska Department of Education and Early Development Page 10 Borough Manager's Report Page 28 of 90 AGENDA ITEM #11.A. Nenana No comments. Nome Operating: Cash Basis. Additionally, budgeted expenditures will rise as the district has not yet submitted the FY2024 first budget revision to include the five percent salary schedule increase that went into effect after conclusion of negotiations, which was after the original FY2024 budget process. Additionally, a higher intensive student count means more needs for one-to-one teachers (more expense). Special Revenue: Cash Basis. Capital: Cash Basis. North Slope No comments. Northwest Arctic Operating: Nonspendable Fund Balance based on inventory. Unreserved is projected FY2024 fund balance. Committed fund balance is prior year fund balance, minus expenditures, plus revenue, minus nonspendable and unreserved. Committed by Board Approval of general funds for instructional purposes. Pelican No comments. Petersburg Operating: Cash Basis. Only encumbrances that the district has purchase orders open for are accounted for under the assigned fund balance. Special Revenue: Cash Basis. Capital: Cash Basis. Other Governmental: Cash Basis. Pribilof No comments. Saint Nlary's District did not respond to information requests as of 1211112023. Sitka Operating: Sitka receives $641,000 monthly city contributions with the exception of two payments in May, which is for both May and June. Special Revenue: Committed balances include student activities and other non -reimbursing grants. School District Fund Balances - Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 11 Borough Manager's Report Page 29 of 90 AGENDA ITEM #11.A. Skagway No comments. Southeast Island This is a snapshot in time and because the district does not perform a hard close each month, the following has not been adjusted/calculated because that is only done once a year at year-end when the district closes the books using the modified accrual basis of accounting. Small districts do not perform a hard close every month because that would require an additional staff member who did nothing but closing entries, etc. and the district does not have the budget for that. Therefore, interim fund balance reports have many assumptions and simplifications such as: • Special Education — the district does not know until the school year is underway what the mandated services will be for the number of intensives students until count — that would also affect the fund balance if additional services were required for which the district did not budget because they were unknown at the time the budget was drafted. • The district pays for the entire years' worth of software, liability insurance, and worker's compensation insurance up front in July. • Teachers are paid in 12 paychecks but work mid-August through May, so the district starts the year with a lag in expenses and then have large payrolls in May/June to pay the remainder of the teacher contracts. This increases the district's interim fund balance until payment occurs. Salaries/Benefits are 65% of the district's total budget. • Fuel inventory — purchased in bulk up front for some site, but the majority of the bulk fuel purchased resides at the tank farm; the district budgets for what they have used historically with any increases based on the market. • Other lags in expenses — i.e. the district pays expenses after they are incurred so all food service, pupil transportation, maintenance and operations (M&O) (General Fund), professional services, etc. are not paid until the district receives the services and the invoice and pays the bills; this results in what appears to be a higher fund balance. • Districts usually perform a true -up on their current year budgets once they know all the newly hired staff salaries and health coverages chosen as well as any changes to revenues once the count period has concluded. This will affect the fund balance percent calculation. • Timber Receipts — historically Southeast Island School District has received these funds in one lump sum in May or June. • Professional Services — The district has many professional service contracts that are not showing as encumbrances, however, the budget line item in which they will be paid is budgeted for those amounts and nothing more. Operating: One time negotiated rural pay differential not budgeted will reduce the fund balance as will additional special education services required to ensure the district is in compliance will Federal and State regulations. Special Revenue: The district has applied for a housing grant and will need to match 1516 which could be as much as $400k. Capital: Cash Basis. Southwest Region Operating: Working with a tight budget and not able to retain teachers with our beginning salary. Limited resources so no additional steps can be added to their current schedule. School District Fund Balances - Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 12 Borough Manager's Report Page 30 of 90 AGENDA ITEM #11.A. Capital: Funds needed for aging infrastructure on eight schools and district office. Tanana Operating: Nonspendable is Inventory and Prepaid items. Special Revenue: Assigned - Food Service and Activities Funds. The Tanana City School District historically did not participate in the National School Lunch Program; FY2024 is the first year. Unalaska Operating: June, July, and August (2023) Certified Staff payrolls are posted in June 2023 (FY2023). The same will happen for FY2024. This is a fourth of the budgeted certified salary that will only show as expenses in the end of FY2024. Budget revisions happen in December, so there are currently no changes in budgeted expenditures. Valdez No comments. Wrangell Operating: Wrangell receives two payments from the City, 50% of total city funding for FY2024 is included. Our payroll expenses lag by one month, so October time/contracts are not paid until November and are therefore not included. Our two principals are currently paid from ESSER III which expires at the end of FY2024, so the Unreserved Fund balance will be used in FY2025 against increased expenses (--$290,000) in this area that is not budgeted in the General Fund in FY2024. Special Revenue: Restricted balance is an Environmental Protection Agency (EPA) grant for a new, electric bus and cannot be spent on anything else. Committed balances include student activities and other non -reimbursing grants. Capital: Funds for emergency repairs maintenance, and also for grant matching for upcoming major capital projects. Yakutat Operating: Cash Basis. Special Revenue: Cash Basis. Capital: Both buildings are in need of repairs. The roof at the high school is in the process of being repaired/replaced. Other Governmental: Cash Basis. Yukon Flats No comments. School District Fund Balances — Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 13 Borough Manager's Report Page 31 of 90 AGENDA ITEM #11.A. Yukon Koyukuk Operating: The district is finalizing their audit this week and will have updated numbers. Reported information is FY2022 audit numbers with an adjustment for current revenue and expenditures, and the capital commitment that has not been transferred. Special Revenue: Expenditures exceed funds received. Capital: Expenditures exceed capital funds received. Yupnt No comments. School District Fund Balances - Legislative Intent Language December 19, 2023 Alaska Department of Education and Early Development Page 14 Borough Manager's Report Page 32 of 90 AGENDA ITEM #11.A. Current Fund Balance Report - Fund Definitions p! o*.akjng; i - General Fund (School Operating Fund) is the fund used to account for all operations of the 0 school district not required by law or administrative action to be accounted for in another fund. Fund code 100. all Revonue Special Revenue Funds are funds used to account for the proceeds of specific revenue pIB sources (other than trusts or major capital projects) that are legally restricted or committed to expenditure for specified purposes other than debt service or capital projects. More than one special revenue fund may need to be established. Fund codes 200 - 399. tat Projoa Capital Projects Fund is a fund used to account for financial resources that are restricted, gi7d5 committed, or assigned to expenditure for capital outlays, including the acquisition or construction of capital facilities and other capital assets (other than those or proprietary funds or trust funds). To account for resources used for acquiring capital facilities including real property, initial equipment, additions and major repairs or improvements to facilities. All i projects funded by state construction grants, bonded indebtedness, and district designated capital projects. Fund codes 500 - 579. Oar Coverhmerltal Other Governmental Funds includes (1) Debt Service and (2) Permanent Funds. Lf1AC1IdP DEBT SERVICE FUND - A fund used to account for financial resources that are restricted, committed, or assigned to expenditures for principal and interest. Debt service funds should be used if legally mandated, as well as for the accumulation of resources for, and the payment of, general long-term debt obligations maturing in future years. Fund Code 400. PERMANENT FUND - A fund used to account for resources that are legally restricted to the extent that only earnings, and not principal, may be used for purposes that support the school district's programs. Fund codes 580 - 599. Excluded Funds Please EXCLUDE the following funds from this report. The previous version of this report inaccurately listed non-governmental funds in the Other Governmental Funds category. ENTERPRISE FUND - A fund used to account for any activity for which a fee is charged to external users for goods or services. These funds are used to account for activities, that are self-supporting either on a short term or long term basis such as a swimming pool or a resale house construction project. More than one enterprise fund may need to be established. Fund codes 600 - 649. INTERNAL SERVICE FUND - A fund used to account for the financing of goods or services provided by one department or agency to other departments or agencies of the governmental unit, or to other governmental units, on a cost -reimbursement basis. Fund codes 650 - 699. AGENCY FUND - A fund used to account for assets held by the district acting as an agent for others. Fund codes 700 - 759. TRUST FUND - These funds account for assets held by a school district in a trustee capacity for others - e.g., members and beneficiaries of pension plans and other post employment benefit (OPEB) plans, external investment pools, or private -purpose trust arrangements - and that therefore cannot be used to support the school district's own programs. Trust funds include pension trust funds, investment trust funds, and private -purpose trust funds. More than one trust fund may need to be established. Fund codes 760 - 769. Taken from: Alaska Department of Education & Early Development, Uniform Chart of Accounts, 2018 Edition https://education.alaska.gov/publications/chart_of_accounts.pdf Section: Fund Classifications School District Fund Balances - Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 15 Borough Manager's Report Page 33 of 90 AGENDA ITEM #11.A. Current Fund Balance Report - Fund Balance Definitions Taken from: Alaska Department of Education & Early Development Uniform Chart of Accounts, 2018 Edition https:Heducation.alaska.gov/publications/chart_of_accounts.pdf Section: Object Codes - Balance Sheet/Statement of Net Position School District Fund Balances - Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 16 Borough Manager's Report Page 34 of 90 1 J Nonspendable Fun ` . Nonspendable fund balance represents the amount of fund balance that cannot be spent Balance because either (a) it is not in spendable form (most commonly evidenced by inventory, prepaid assets, and long-term portions of receivables); or (b) it is legally or contractually required to remain intact (most commonly evidenced by the nonexpendable principal in a permanent fund). There is an enforceable requirement that the money be maintained intact and thus cannot be used. This would include items that are not in cash or not expected to be converted to cash such as inventory, supplies, and prepaid amounts. It may also include the long-term amount of loans and receivables, as well as property acquired for resale and the corpus (principal) of a permanent fund. For example, a donation to the district that stipulates only the interest earnings on that donation can be spent would be considered as a part of "nonspendable" fund balance. Object code 810. Restricted Fund Restricted fund balance should be reported to reflect legally enforceable constraints placed Balance on the use of resources that are either (a) externally imposed by creditors (e.g., debt covenants), grantors, contributors, or laws or regulations of other governments or (b) imposed by law through constitutional provisions or enabling legislation. This would include an unexpended student allotment provided through a correspondence study program. Object code 819. Committed Fund Committed fund balance represents formal constraints imposed through formal action at the Balance district's highest level of decision making authority (generally the school district's governing board). Object code 820. Assigned Fund Assigned fund balance represents intentional constraints placed on resources by the Balance governing board or its appointees' intent to be used for specific purposes, but meet neither the restricted nor the committed forms of constraint. The creation of these constraints does not require formal action, although formal action to enact is not prohibited and formal action is not required to reverse that classification. Also, the assigned fund balance classification is the residual classification for the special revenue, debt service, capital projects, and/or permanent funds after nonspendable, restricted, and committed balances have been identified (unless the residual amount is negative, which would require presentation as unassigned fund balance). This would include encumbrances, Impact Aid advances, and self-insurance. Object code 830. Unassigned Fund The unassigned fund balance classification is the residual classification, for the general fund Balance only, after nonspendable, restricted, committed, and assigned balances have been identified. For the general fund, unassigned fund balance may represent either a positive or negative balance. In funds other than the General Fund, an Unassigned Fund Balance may be used only if their respective residual balances are negative. The unassigned fund balance classification is used for special revenue, debt service, capital projects, or permanent funds only if the residual amount of fund balance is negative. It is also used to report the residual amount for all other governmental funds after nonspendable, restricted, and committed balances have been identified, if the residual amount is negative. Object code 845. Unreserved Fund Per Alaska Statute 14.17.505 (https://www.akleg.gov/basis/statutes.asp#14.17.505) and Balance 4 AAC 09.160 (https://www.akleg.gov/basis/aac.asp#4.09.160) Taken from: Alaska Department of Education & Early Development Uniform Chart of Accounts, 2018 Edition https:Heducation.alaska.gov/publications/chart_of_accounts.pdf Section: Object Codes - Balance Sheet/Statement of Net Position School District Fund Balances - Legislative Intent Language Alaska Department of Education and Early Development December 19, 2023 Page 16 Borough Manager's Report Page 34 of 90 v W cn O h 0 0 c OVTZ su EL -920 tAATIONq� N Z a� CL. rcn 9 2y -0 Cl) m 0 70 c r C Cm/d C7 a6 m m CF NOI1Vtl15\N\� I% � Cl) cc Z in C _ y O Z n (7) m z 0 n m n 00 0 0 v D v cn (D U) m 7D 0 T v cQ (D CA) rn 0 coO NOAA's Fisheries Finance Program is Now Conducting Reviews for Potential Loan Applicants The Federal Fisheries Finance Program is a direct government loan program that receives an annual loan authority from Congress to provide long-term loans to the commercial fishing and aquaculture industries. Eligible Projects Fishing Vessels • Purchase existing vessel • Acquisition of vessel equipment • Reconstruction that doesn't materially increase harvesting capacity • Upgrades to improve collection and reporting of fisheries data, to reduce bycatch, to improve selectivity or reduce adverse impacts of fishing gear, or to improve safety Federal Harvesting Rights • Purchases involving harvesting rights in federally managed limited access systems Fisheries Shoreside Facilities • Purchase existing facility • Acquisition of facility equipment or improvements • New construction • Reconstruction Aquaculture & Mariculture Facilities • Purchase existing facility • Acquisition of facility equipment or improvements • New construction • Reconstruction The program can also refinance existing debt that originated for the above purposes. If you paid for the purchase, construction, reconstruction or reconditioning of your project out of your own funds, a loan can be used to reimburse a portion of what you paid. What are the benefits of the program? • Long-term, fixed rate loans with interest rates 2 percent over the U.S. Treasury's cost of funds. Call the Regional Financial Services Office in your area for current rates. • Loan maturities up to 25 years, but not exceeding the economic useful life of your project. With a fixed-rate, long-term loan, you know what your payments will be for the life of the loan. • Program loans may be prepaid at anytime without penalty. Is there a minimum or maximum loan amount? No. The loan amount cannot exceed 80 percent of the eligible project cost. The only constraint is the amount of loan authority Congress authorizes for the Program on an annual basis, and the annual loan priorities. Most financing available to the fishing industry restricts the term to meet the needs of the financial institution not the fisheries borrower. Additionally, most available financing is variable rate rather than fixed rate. Program financing considers the useful life of the fishery asset in determining the term and establishes a fixed rate for the term of the loan. A fixed rate can save money and will stabilize cash flows. The increased term allows you to repay the loan over the earnings life of the fishery asset. What are the eligibility requirements? • Individuals must be U.S. citizens. Businesses must be at least 75 percent U.S.-owned. • Good earnings record, net worth, and liquidity behind project. • Fully secured with borrower's assets. • Guarantees and additional collateral may be required. • Good credit record. • Strong primary collateral. You should have at least a 3 -year history of owning or operating the fisheries project which will be the subject of your proposed application or a 3 -year history owning or operating a comparable project. How do I apply for a loan? Contact the Regional Financial Services Office in your area. A loan officer will be glad to discuss or review your project with you to determine its eligibility under the program. Northwest Region NOAA Fisheries, Financial Services Division 7600 Sand Point Way, N.E., Bldg 1 Seattle, WA 98115-6349 Scott Houghtaling, Branch Chief (206)526-6122 Email: Scott.Houghtaling@noaa.gov Northeast Region NOAA Fisheries, Financial Services Division 55 Great Republic Drive, Suite 02-700 Gloucester, MA 01930 Phone: (978) 281-9202 Fax: (978) 281-9375 Southeast Region NOAA Fisheries, Financial Services Division 263 13th Avenue South St. Petersburg, FL 33701-5505 Phone: (727) 824-5377 Fax: (727) -5380 AGENDA ITEM #14.A.1. KODIAK ISLAND BOROUGH STAFF REPORT DECEMBER 21, 2023 r ASSEMBLY REGULAR MEETING SUBJECT: Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lobbying Services Between The Kodiak Island Borough And Hickey And Associates ORIGINATOR: Aimee Williams, Borough Manager RECOMMENDATION: Move to authorize the manager to sign Contract No. FY2020-08C amendment to Contract No. FY2020-08 for lobbying services between the Kodiak Island Borough and Hickey and Associates. DISCUSSION: The existing lobbying services Contract No. FY2020-08 with Hickey and Associates is set to expire December 31, 2023. This amendment proposes to extend the contract to December 31, 2025, and it also amends paragraph 6 of the contract to state that the fixed fee of $45,000 remains the same until the end of the contract extension. Mr. Mark Hickey confirmed his interest to continue providing lobbying services for the Kodiak Island Borough. ALTERNATIVES: FISCAL IMPACT: OTHER INFORMATION: Kodiak Island Borough Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lo... Page 37 of 90 AGENDA ITEM #14.A.1. CONTRACT NO. FY2020-08C AMENDING CONTRACT NO. 2020-08 AGREEMENT FOR LOBBYING SERVICES BETWEEN THE KODIAK ISLAND BOROUGH AND HICKEY & ASSOCIATES The Kodiak Island Borough and Hickey and Associates amend paragraph 1 of the existing contract by changing the end date of the contract period from "December 31, 2023" to "December 31, 2025." 2. The Kodiak Island Borough and Hickey and Associates amend paragraph 6 of the existing contract to reflect as follows: The fixed fee for the above services in 2024 and 2025 will be $45,000 per year. $33,000 of the annual fee will be payable on the first of the month during the six months of the session (January through June). The remaining $12,000 will be payable on a quarterly basis for the last two quarters of the year (September 1 and December 1). Extraordinary out-of-pocket expenses defined as direct expenses for borough -directed travel and major entertainment/meal expenses shall be reimbursed over and above the fixed fee and must be approved in advance by the KIB Manager. The Contractor will pay for the annual trips required under paragraph #3 above. KODIAK ISLAND BOROUGH HICKEY & ASSOCIATES Aimee Williams, Borough Manager Mark S. Hickey, President Date Date ATTEST: Nova M. Javier, MMC, Borough Clerk Date Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lo... Page 38 of 90 AGENDA ITEM #14.A.1. AGREEMENT FOR LOBBYING SERVICES BETWEEN KODIAK ISLAND BOROUGH AND HICKEY & ASSOCIATES I . Hickey & Associates (hereinafter the "Contractor") agrees to represent the Kodiak Island Borough (hereinafter the `Borough") from January 1, 2020 through December 31, 2023. The fine will represent the Kodiak Island Borough before the Alaska State Legislature and State Administration. Representation will be focused on the various projects and issues the Borough will have before the Legislature and administrative agencies of the State of Alaska. Borough representatives will assist with representation as appropriate on any legislative or agency issues. The firm will report directly to the Borough Manager of the Kodiak Island Borough. Mr. Hickey will travel to Kodiak to meet with the Manager, Mayor and Assembly at least once each year during the term of the contract at a mutually agreeable time. 4. The firm will provide the Borough Manager with regular updates by phone with the progress of the Borough's projects during the term of this contract. A monthly, written status report during session and supplemental written reports during the interim as well as notification of opportunities to testify or provide comments on behalf of the community, as events warrant, is required. When representatives of the Kodiak Island Borough travel to Juneau, a schedule of appointments in advance of the travel date is to be provided. Kodiak Island Borough priorities for this agreement are the following items: A. Representation of all Kodiak Island Borough i sues and concerns before legislative bodies and administrative agencies of the State df Alaska. B. The Kodiak Island Borough Capital Improvement Program as adopted by resolution of the Assembly. b. The fixed fee for the above services will be $45,000 per year, or a total of $135,000 for the contract period. $33,000 of the annual fee will be payable on the first of the month during the six months of the session (January through June). The remaining $12,000 will be payable on a quarterly basis for the last two quarters of the year (September I and December 1). Extraordinary out-of-pocket expenses defined as direct expenses for borough -directed travel and major entertainment/meal expenses shall be reimbursed over and aboye the fixed fee and must be approved in advance by the KIB Manager. The Contractor will pay for the annual trips required under paragraph #3 above. The parties agree the contract may be terminated by either party with or without cause, by providing the other party with a written notice of 30 (thirty) days. If the Borough Contract No, FY2020-08 FY2020-08lickey &Awoeiates n4 tn4 t'Immn - 4111411nr" Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lo... Page 39 of 90 AGENDA ITEM #14.A.1. terminates this agreement and termination falls between scheduled payment dates, the Contractor shall be compensated on a pro -rated basis. This agreement constitutes the full agreement between the parties. KODIAK ISLAND BOROUGH R, PW ichael Powers, Borough Manager December 13, 2019 Date ATTEST: Q41 ra Welinsky, BorouglWwrl December 13 2019 Date HICKEY & ASSOCIATES mka.�Ic/�� Mark S. Hickey, President Date December 12, 2019 ED DEC 202019 QEFICE Contract No. FY2020-08 Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lo... Page 40 of 90 AGENDA ITEM #14.A.1. C4�'e� ND. �yao2o-os-� AGREEMENT FOR LOBBYING SERVICES BETWEEN KODIAK ISLAND BOROUGH AND HICKEY & ASSOCIATES 1. Hickey & Associates (hereinafter the "Contractor") agrees to represent the Kodiak Island Borough (hereinafter the "Borough") from January 1, 2020 through December 31, 2023. 2. The firm will represent the Kodiak Island Borough before the Alaska State Legislature and State Administration. Representation will be focused on the various projects and issues the Borough will have before the Legislature and administrative agencies of the State of Alaska. Borough representatives will assist with representation as appropriate on any legislative or agency issues. 3. The firm will report directly to the Borough Manager of the Kodiak Island Borough. Mr. Hickey will travel to Kodiak to meet with the Manager, Mayor and Assembly at least once each year during the tern of the contract at a mutually agreeable time. 4. The firm will provide the Borough Manager with regular updates by phone with the progress of the Borough's projects during the term of this contract. A monthly, written status report during session and supplemental written reports during the interim as well as notification of opportunities to testify or provide comments on behalf of the community, as events warrant, is required. When representatives of the Kodiak Island Borough travel to Juneau, a schedule of appointments in advance of the travel date is to be provided. Kodiak Island Borough priorities for this agreement are the following items: A. Representation of all Kodiak Island Borough issues and concerns before legislative bodies and administrative agencies of the State of Alaska. B. The Kodiak Island Borough Capital Improvement Program as adopted by resolution of the Assembly. 6. The fixed fee for the above services in 2022 will be $40,000 per year. $30,000 of the annual fee will be payable on the first of the month during the six months of the session (January through June). The remaining $10,000 will be payable for the last two quarters of the year (September 1 and December 1). Extraordinary out-of-pocket expenses defined as direct expenses for borough -directed travel and major entertainment/meal expenses shall be reimbursed over and above the fixed fee and must be approved in advance by the KIB Manager. The Contractor will pay for the annual trips required under paragraph #3 above. Contract No. FY2020-08 A' Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lo... Page 41 of 90 AGENDA ITEM #14.A.1. 7. The parties agree the contract may be terminated by either party with or without cause, by providing the other party with a written notice of 30 (thirty) days. If the Borough terminates this agreement and termination falls between scheduled payment dates, the Contractor shall be compensated on a pro -rated basis. This agreement constitutes the full agreement between the parties. KODIAK ISLAND BOROUGH Roxanne Murp y, Borough Manager DAVID CONRAD — L10 Date Dat HICKEY & ASSOCIATES Al i- W46��_ Mark S. Hickey, President 1/5/22 Date Contract No. MUMS k Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lo... Page 42 of 90 AGENDA ITEM #14.A.1. CONTRACT NO. FY2020-08B AGREEMENT FOR LOBBYING SERVICES BETWEEN KODIAK ISLAND BOROUGH AND HICKEY & ASSOCIATES 1. Hickey & Associates (hereinafter the "Contractor") agrees to represent the Kodiak Island Borough (hereinafter the "Borough") from January 1, 2020, through December 31, 2023. 2. The firm will represent the Kodiak Island Borough before the Alaska State Legislature and State Administration. Representation will be focused on the various projects and issues the Borough will have before the Legislature and administrative agencies of the State of Alaska. Borough representatives will assist with representation as appropriate on any legislative or agency issues. 3. The firm will report directly to the Borough Manager of the Kodiak Island Borough. Mr. Hickey will travel to Kodiak to meet with the Manager, Mayor, and Assembly at least once each year during the term of the contract at a mutually agreeable time. 4. The firm will provide the Borough Manager with regular updates by phone with the progress of the Borough's projects during the term of this contract. A monthly, written status report during session and supplemental written reports during the interim as well as notification of opportunities to testify or provide comments on behalf of the community, as events warrant, is required. When representatives of the Kodiak Island Borough travel to Juneau, a schedule of appointments in advance of the travel date is to be provided. 5. Kodiak Island Borough priorities for this agreement are the following items: A. Representation of all Kodiak Island Borough issues and concerns before legislative bodies and administrative agencies of the State of Alaska. B. The Kodiak Island Borough Capital Improvement Program as adopted by resolution of the Assembly. 6. The fixed fee for the above services in 2023 will be $45,000 per year. $33,000 of the annual fee will be payable on the first of the month during the six months of the session (January through June). The remaining $12,000 will be payable on a quarterly basis for the last two quarters of the year (September 1 and December 1). Extraordinary out-of-pocket expenses defined as direct expenses for borough -directed travel and major entertainment/meal expenses shall be reimbursed over and above the fixed fee and must be approved in advance by the KIB Manager. The Contractor will pay for the annual trips required under paragraph #3 above. Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lo... Page 43 of 90 AGENDA ITEM #14.A.1. 7. The parties agree the contract maybe terminated by either party with or without cause, by providing the other party with a written notice of 30 (thirty) days. If the Borough terminates this agreement and termination falls between scheduled payment dates, the Contractor shall be compensated on a pro -rated basis. This agreement constitutes the full agreement between the parties. KODIAK ISLAND BOROUGH '� U - David Conrad, Borough Manager Date ATTEST: I -Am _W (1_1�1 Nova M. Javier, MM orough Clerk 01 I DCe� Date HICKEY & ASSOCIATES Aic Mark S. Hickey*residnt Date Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lo... Page 44 of 90 AGENDA ITEM #14.8.1. KODIAK ISLAND BOROUGH STAFF REPORT DECEMBER 21, 2023 4 ' �s ASSEMBLY REGULAR MEETING SUBJECT: Resolution No. FY2023-20A Amending Resolution No. FY2023-20 To Extend The Sunset Date Of The Health Facilities Advisory Board (HFAB) To June 30, 2025 ORIGINATOR: Dave Conrad, E&F Director/Admin Official RECOMMENDATION: Move to adopt Resolution No. FY2023-20A. DISCUSSION: The Health Facilities Advisory Board was formed for the purpose of reviewing, evaluating, developing, and issuing criteria requirements used in the planning, design, construction, operation, and maintenance of Providence health care facilities in Kodiak. HFAB was formed on February 2, 2023, with a duration to remain active for one year unless extended by the Assembly by resolution. The Mayor and Borough staff feel that there is a need and value in extending the sunset date of this board to June 30, 2025, in order to complete its purpose. ALTERNATIVES: Adopt, amend, or fail the resolution. FISCAL IMPACT: OTHER INFORMATION: Kodiak Island Borough Resolution No. FY2023-20AAmending Resolution No. FY2023-20 To Extend Th... Page 45 of 90 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 AGENDA ITEM #14.6.1. KODIAK ISLAND BOROUGH RESOLUTION NO. FY2023-20A A RESOLUTION OF THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH AMENDING RESOLUTION NO. FY2023-20 TO EXTEND THE SUNSET DATE OF THE HEALTH FACILITIES ADVISORY BOARD (HFAB) TO JUNE 30, 2025 WHEREAS, the Health Facilities Advisory Board (HFAB) is established for the purpose of reviewing, evaluating, developing, and issuing criteria requirements used in the planning, design, construction, operation, and maintenance of Providence health care facilities in Kodiak; and WHEREAS, HFAB's major focus is in developing generic standards to provide continuity and consistency in Providence's health care facilities; and WHEREAS, recommendations by the HFAB will be documented and based on past experience, sound judgment, deductive risk management, strategic planning for the future, suitability for standardization, inspection regulatory requirements, compliance with medical standards, and medical regulations; and WHEREAS, the Assembly finds that there is a need and value in extending the sunset date of this board to complete its purpose. NOW, THEREFORE, BE IT RESOLVED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH that Resolution No. FY2023-20 is hereby amended to extend the duration of the Health Facilities Advisory Board's until June 30, 2025. ADOPTED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH THIS OF , 2023 KODIAK ISLAND BOROUGH Scott Arndt, Mayor VOTES: Ayes: Absent: Resolution No. FY2023-20A ATTEST: Nova M. Javier, MMC, Borough Clerk Page 1 of 1 Resolution No. FY2023-20AAmending Resolution No. FY2023-20 To Extend Th... Page 46 of 90 AGENDA ITEM #14.6.2. KODIAK ISLAND BOROUGH STAFF REPORT DECEMBER 21, 2023 ASSEMBLY REGULAR MEETING SUBJECT: Resolution No. FY2024-13 Adopting An Alternative Allocation Method For The FY24 Shared Fisheries Business Tax Program And Certifying That This Allocation Method Fairly Represents The Distribution Of Significant Effects Of Fisheries Business Activity In FMA 13: Kodiak Area ORIGINATOR: Dora Cross, Finance Director RECOMMENDATION: Move to adopt Resolution No. FY2024-13. DISCUSSION: The State of Alaska, Department of Commerce, Community and Economic Development's Shared Fisheries Business Tax Program was created in 1990 to help municipalities impacted by the effects of the rapidly expanding offshore fish processing industry by collecting a tax from fish processors and sharing the collected taxes with affected municipalities. Applications must be submitted annually by municipalities to receive an allocation from the program. This year the deadline is February 15, 2024. Kodiak Island Borough, along with the other municipalities in the FMA 13: Kodiak Area, have agreed to use an alternative allocation method instead of the standard allocation method. For the FY2024 Shared Fisheries Business Tax applications, the agreed to alternative allocation method calculation for FMA 13: Kodiak is: • 50% of the allocation is shared equally between all municipalities in the area • the remaining 50% of the allocation is shared on a per capita basis o Kodiak Island Borough's population is reduced by the population of the cities of Akhiok, Kodiak, Larsen Bay, Old Harbor, Ouzinkie and Port Lions. The total calculated allocation to the Kodiak Area FMA is $116,174. The Borough's calculated share of Business taxes is $36,174 and Landing Tax is $3,186, for a total of $39,360. In FY23, the Borough received a total of $83,074. This resolution, indicating the assembly has approved the Alternative Allocation Method, is a required attachment to the FY2024 Shared Fisheries Business Tax Program application. ALTERNATIVES: Not approving the resolution would mean the Borough would not participate in the State of Alaska's Shared Fisheries Business Tax Program, and would not receive $39,360 of revenues. FISCAL IMPACT: Estimated revenues to the Borough through the State of Alaska's Shared Fisheries Business Tax Program of $39,360. OTHER INFORMATION: History of Shared Fisheries Revenues Kodiak Island Borough Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 47 of 90 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 AGENDA ITEM #14.6.2. KODIAK ISLAND BOROUGH RESOLUTION NO. FY2024-13 A RESOLUTION OF THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH ADOPTING AN ALTERNATIVE ALLOCATION METHOD FOR THE FY24 SHARED FISHERIES BUSINESS TAX PROGRAM AND CERTIFYING THAT THIS ALLOCATION METHOD FAIRLY REPRESENTS THE DISTRIBUTION OF SIGNIFICANT EFFECTS OF FISHERIES BUSINESS ACTIVITY IN FMA 13: KODIAK AREA. WHEREAS, AS 29.60.450 requires that for a municipality to participate in the FY24 Shared Fisheries Business Tax Program, the municipality must demonstrate to the Department of Commerce, Community and Economic Development that the municipality suffered significant effects during calendar year 2022 from fisheries business activities; and WHEREAS, 3 AAC 134.060 provides for the allocation of available program funding to eligible municipalities located within fisheries management areas specified by the Department of Commerce, Community and Economic Development; and WHEREAS, 3 AAC 134.070 provides for the use, at the discretion of the Department of Commerce, Community, and Economic Development, of alternative allocation methods which may be used within fisheries management areas if all eligible municipalities within the area agree to use the method, and the method incorporates some measure of the relative significant effects of fisheries business activity on the respective municipalities in the area; and WHEREAS, the Kodiak Island Borough proposes to use an alternative allocation method for allocation of FY24 funding available within the FMA 13: KODIAK AREA in agreement with all other municipalities in this area participating in the FY24 Shared Fisheries Business Tax Program; NOW, THEREFORE, BE IT RESOLVED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH that this resolution certifies that the following alternative allocation method fairly represents the distribution of significant effects during 2022 of fisheries business activity in FMA 13: Kodiak Area: • All municipalities share equally 50% of allocation; all municipalities share remaining 50% on a per capita basis. • Kodiak Island Borough population is reduced by the population of the Cities of Akhiok, Kodiak, Larsen Bay, Old Harbor, Ouzinkie and Port Lions. ADOPTED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH THIS DAY OF 2023 KODIAK ISLAND BOROUGH Resolution No. FY2024-13 ATTEST: Page 1 of 2 Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 48 of 90 AGENDA ITEM #14.6.2. 45 Scott Arndt, Mayor 46 Nova M. Javier, MMC, Borough Clerk 47 48 VOTES: 49 Ayes: 50 Noes: 51 52 53 54 55 56 57 58 59 60 61 62 Resolution No. FY2024-13 Page 2 of 2 Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 49 of 90 AGENDA ITEM #14.6.2. State Fisheries Business & Landing Tax Revenues Last 10 years $2,000,000 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 -Fisheries Business Tax Landing Tax Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 50 of 90 AGENDA ITEM #14.6.2. Kodiak Island Borough SOA Fisheries Business and Landing Tax and Local Severance Tax Revenue Summary Fiscal Year 1999-2024 (as of 11/03/2023) NOTE. State year end final payments are received by the Borough after their fiscal year end. This creates differences between annual State reporting payment totals as found on the State website and annual Borough income totals. State DOR is State Department of Revenue (usually receive in October/November) State DCCED is State Department of Commerce, Community and Economic Development (usually receive in April) $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 KIB State & Local Fisheries Tax Revenues FY1999 - 2023 Ooi O 01 O'L O^v Ob Oh ro 01 O$ Oo' y0 y1 titi ti3 ,yb yh yro y1 yrb 10' .y0 titi titi ti'' tie ,yoo ,yo ,yo ,yo ,yo ,yo ,yoo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo -State Tax Total -Local (KIB) Severance Tax -Combined Tax Total Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 51 of 90 Fisheries Business Tax Landing Tax State Tax Local (KIB) Combined Tax Fiscal Year State - DOR/DCCED State - DOR/DCCED Total Severance Tax Total 1999 $ 855,077 $ 62,933 $ 918,009 $ 900,331 $ 1,818,340 2000 $ 728,557 $ 105,423 I $ 833,980 $ 1,051,377 I $ 1,885,357 2001 $ 948,364 $ 58,583 $ 1,006,947 $ 791,233 $ _1,798,180 2002 $ 1,287,345 $ 76,904 $ 1,364,248 $ 674,612 $ 2,038,860 2003 $ 796,373 $ 44,395 $ 840,768 $ 639,487 $ 1,480,255 2004 $ 573,595 $ 76,333 $ 649,928 $_ 746,118 $ 1,396,046 ------------------------------------- 2005 $ 717,066 $ 56,224 I --------- $ 773,289 -----------'------------ $ 980,109 I $ 1,753,399 2006 $ 802,313 $ 62,877 $ 865,190 $ 1,108,742 $ 1,973,932 2007 $ 958,965 $ 66,235 $ 1,025,200 $ 1,285,298 $ 2,310,498 2008 $ 1,059,161 $ 41,811 $ 1,100,973 $ 1,409,253 $ 2,510,226 2009 $ 1,288,927 $ 55,382 $ 1,344,309 $ 1,289,695 $ 2,634,004 2010 $ 1,339,575 $ 68,855 I $ 1,408,430 $ 1,287,693 I $ 2,696,123 2011 $ 1,026,385 $ 88,859 $ 1,115,244 $ 1,583,276 $ 2,698,520 2012 $ 1,405,360 $ 101,364 $ 1,506,723 $ 1,892,754 $ 3,399,477 2013 -2014 - $ 1,647,025 - - - $ 110,53_2 I - $_1,757,556 $ 1,654,1_48 I - $ _3,411,704_ $ 1,546,308 $ 97,679 $ 1,643,986 $- 1,715,495 $ 3,359,481 2015 $ 1,561,675 $ 92,730 $ 1,654,405 $ 1,550,706 $ 3,205,111 2016 ---------- - $ 1,382,320 - ----- $ ------------ 20,370 $ 1,402,690 $_ --------- 1,395,610- - $ 2,798,300 ------ 2017 $ 1,270,403 $ 60,422 $ 1,330,825 $ 1,182,923 $ 2,513,748 2018 $ 1,103,101 $ 14,867 I $ 1,117,968 $ 1,660,842 I $ 2,778,810 -2019 --------------- $ 1,816,530 - $ 184,559- ---------�---------- $ 2,001,089 ' $ ------------1------------ 1,163,238 $ 3,164,327 2020 $ 718,307 $ 210,075 $ 928,382 $ 1,170,360 $ 2,098,742 2021 $ 1,023,975 $ 38,655 I $ 1,062,630 $ 996,832 I $ 2,059,462 2022 $ 854,209 $ 95,843 $ 950,052 $ 1,641,429 $ 2,591,481 2023 $ 1,347,362 $ 59,341 $ 1,406,703 $ 1,554,470 $ 2,961,173 2024 $ 1,296,262 $ 67,434 $ 1,363,696 $ 419,278 $ 1,782,974 (as of 11/04/23) FY24 Budget $ 1,100,000 $ 1,300,000 $ 1,400,000 25 year Annual Average (thru FY2023) $ 1,200,381 $ 1,253,041 $ 2,453,422 NOTE. State year end final payments are received by the Borough after their fiscal year end. This creates differences between annual State reporting payment totals as found on the State website and annual Borough income totals. State DOR is State Department of Revenue (usually receive in October/November) State DCCED is State Department of Commerce, Community and Economic Development (usually receive in April) $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 KIB State & Local Fisheries Tax Revenues FY1999 - 2023 Ooi O 01 O'L O^v Ob Oh ro 01 O$ Oo' y0 y1 titi ti3 ,yb yh yro y1 yrb 10' .y0 titi titi ti'' tie ,yoo ,yo ,yo ,yo ,yo ,yo ,yoo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo ,yo -State Tax Total -Local (KIB) Severance Tax -Combined Tax Total Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 51 of 90 October 26, 2023 THE STATE °ALAS- - - GOVERNOR MIKE DUNLEAVY Dora Cross Kodiak Island Borough 710 Mill Bay Road Kodiak, AK 99615 Dear Dora: AGENDA ITEM #14.6.2. Department of Commerce, Community, and Economic Development DIVISION OF COMMUNITY .AND REGIONAL AFFAIRS NOV 0 3 2013 Kodiak Island Borough Finance Department 550 W 711- Ave, Suite 1650 Anchorage, Alaska 99501 Main: 907.269.4501 Fax: 907.269.4563 The Department of Commerce, Community, and Economic Development is pleased to announce availability of the FY 2024 Shared Fisheries Business Tax Program. The purpose of the program is to allocate a share of state fish tax collected outside municipal boundaries with municipalities affected by fishing industry activities. Municipalities around the state will share approximately $1.3 million based on 2022 fisheries activity as reported by fish processors on their fish tax returns. Details of how the program works are included in the application under Program Description. Historically, your municipality along with the other communities in your fisheries management area, FMA 13: Kodiak Island has filed using the Alternative Method found on the last four pages of this application. A breakdown is included that details the communities in your FMA, in addition to the anticipated payment based on the agreed upon allocation method for your FMA. If this agreement is still in place with your FMA, you will only need to have your Council/Assembly pass the enclosed alternative method sample resolution in order to participate in the program. If your FMA intends to change the alternative method of allocation, the new proposal must be submitted to our office no later than January 15, 2024. If an agreement cannot be made with all communities in your FMA, you will need to file using the standard method and claim your significant effects. Instructions on both of these methods are detailed in the application packet. DEADLINE FOR SUBMISSION OF COMPLETED APPLICATION IS FEBRUARY 15, 2024 Applications can be scanned and emailed to caa e,alaska.gov with the subject line "Kodiak Island Borough, FY24, SFBT". If you have any questions about the program or require assistance in completing the application, please contact me at zoe.olson&a,alaska.gov or call (907) 263-2156. Sincerely, le lson Grants Administrator 2 Enclosure Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 52 of 90 K M W O 0 n c� rn FMA 13: Kodiak Island FY 22 Landing Tax Allocation Reference $s,aoa.7s Number Total allocation: 50% Divided Equally 50% per Capita $106,769.52 $53,384.76 $53,384.76 Calculated Calculated Total Community Population 50% divided share 50% per Capita Allocation Allocation Distribution City of Akhiok 65 $7,626.39 $270.42 $7,896.81 $695.59 24-SF13-01 $ 8,592.40 City of Kodiak 5,396 $7,626.39 $22,448.89 $30,075.28 $2,649.17 24-SF13-02 $ 32,724.46 Kodiak Island Borough 6,862 $7,626.39 $28,547.87 $36,174.26 $3,186.40 24-SF13-03 $ 39,360.66 City of Larsen Bay 28 $7,626.39 $116.49 $7,742.88 $682.03 24-SF13-04 $ 8,424.91 City of Old Harbor 200 $7,626.39 $832.06 $8,458.45 $745.06 24-SF13-05 $ 9,203.51 City of Ouzinkie 116 $7,626.39 $482.59 $8,108.99 $714.28 24-SF13-06 $ 8,823.26 City of Port Lions 165 $7,626.39 $686.45 $8,312.84 $732.23 24-SF13-07 $ 9,045.08 Totals 12,832 $53,384.76 $53,384.76 $106,769.52 $9,404.76 $ 116,174.28 Community Count 7 * 50% Divided Equally and 50% n c� rn on a Per Capita Basis. ** Kodiak Island Borough population =population (12,832) less pop. of cities AGENDA ITEM #14.6.2. DCCED Shared Fisheries Business Tax Program FY24 Long -Form Application For FMA 13: KODIAK AREA APPLICATION MUST BE SUBMITTED TO DCCED NO LATER THAN FEBRUARY 15, 2024 State of Alaska Mike Dunleavy, Governor Department of Commerce, Community, and Economic Development Julie Anderson, Commissioner Division of Community and Regional Affairs Sandra Moller, Director Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 54 of 90 AGENDA ITEM #14.6.2. FY24 SHARED FISHERIES BUSINESS TAX PROGRAM DESCRIPTION The purpose of the Shared Fisheries Business Tax Program is to provide for an annual sharing of fish tax collected outside municipal boundaries to municipalities that can demonstrate they suffered significant effects from fisheries business activities. This program is administered separately from the state fish tax sharing program administered by the Department of Revenue which shares fish tax revenues collected inside municipal boundaries. Program Eligibility To be eligible for an allocation under this program, applicants must: 1. Be a municipality (city or borough); and 2. Demonstrate the municipality suffered significant effects as a result of fisheries business activity that occurred within its respective fisheries management area(s). Program Funding The funding available for the program this year is equal to half the amount of state fisheries business tax revenues collected outside of municipal boundaries during calendar year 2022. Program funding is allocated in two stages: 1st Stage: Nineteen Fisheries Management Areas (FMAs) were established using existing commercial fishing area boundaries. The available funding is allocated among these 19 FMAs based on the pounds of fish and shellfish processed in the whole state during the 2022 calendar year. For example, if an area processed 10% of all the fish and shellfish processed in the whole state during 2022, then that area would receive 10% of the funding available for the program this year. These allocations are calculated based on Fisheries Business Tax Return information for calendar year 2022. 2nd Stage: The funding available within each FMA will be allocated among the municipalities in that area based on the level of fishing industry significant effects suffered by each municipality compared to the level of effects experienced by the other municipalities in that FMA. Some municipalities, because of their extensive area, are included in more than one fisheries management area. In these cases, the municipality must submit a separate program application for each area. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 55 of 90 AGENDA ITEM #14.6.2. FY24 SHARED FISHERIES BUSINESS TAX PROGRAM DESCRIPTION There are two possible application methods: Standard and Alternative Standard Method: In the Standard Method, established by the department, each municipality in the FMA must determine and document the cost of fisheries business impacts experienced by the community in 2022. These impacts are submitted by each municipality in their applications. The department will review the applications and determine if the impacts submitted are valid. Once the impacts have been established for each of the municipalities in the FMA, the department will calculate the allocation for each municipality using the following formula: One half of the funding available within an FMA is divided up among participating municipalities on the basis of the relative dollar amount of impact in each municipality. The other half of the funding available to that area is divided equally among all eligible municipalities. Alternative Method: Alternative allocation methods may be proposed by the municipalities within the FMA. The department will consider approving the use of a proposed alternative method only if all the municipalities in the area agree to use the method, and if the method includes some measure of the relative effects of the fishing industry on the respective municipalities in the area. This application packet contains the instructions and forms applying under: • STANDARD METHOD • ALTERNATIVE METHOD The chart on the following page summarizes the process for these two methods. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 56 of 90 FY24 SHARED FISHERIES BUSINESS TAX PROGRAM DESCRIPTION PROCESS FOR METHODS November 15 Commerce mails program applications to municipalities 11 IlU I BU_Y_ 1, 0) C No later than February 15 Each municipality determines and documents the cost of fisheries impacts on the community and submits this information with their application. No later than April 15 Department of Commerce reviews applications, makes a determination as to the validity of the submitted impacts, and notifies the municipalities of this determination. Within 30 days Municipalities have 30 days in which to appeal Commerce's determinations regarding submitted impacts. Within 20 days Commerce will respond to appeals within 20 days after receiving them. After all appeals are resolved Commerce will perform the formula calculations for each FMA based on the relative impacts approved for each municipality in the FMA, and distribute the funding allocations. AGENDA ITEM #14.6.2. ALTERNATE METHOD No later than January 15 All municipalities in an FMA work together to develop an alternate allocation formula and submit their proposal to the Department of Commerce. Municipalities are encouraged to consult with Commerce during this effort regarding the acceptability of alternative methods. No later than February 1 Commerce reviews alternate proposals, determines if proposals are acceptable, and notifies the municipalities of this determination. If the proposal is accepted, municipalities may then use the Alternative Method application. If the proposal is not acceptable to Commerce, they will work with municipalities in an area to resolve problems. If the problems cannot be resolved, the municipalities in that FMA must apply using the Standard Method application. No later than February 15 Each municipality must submit an Alternative Method application. Commerce will distribute allocations after all applications within that FMA have been received and verified. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 57 of 90 AGENDA ITEM #14.6.2. FY24 Shared Fisheries Business Tax Program Application Instructions STANDARD METHOD • In the standard method application process each municipality determines and documents the cost to the municipality of fisheries industry significant effects suffered by the community in 2022. • Details for each of these effects are submitted by municipalities using the Declaration of Significant Effects application forms provided on the following pages. • The municipality must also submit an approved resolution by the governing body certifying that the information submitted in the application is correct and complete. A sample resolution is included in this packet. • The department will review the applications and determine if the significant effects submitted are valid. • Once the effects have been established for each of the municipalities in a Fisheries Management Area, the department will calculate the funding allocation for each municipality using the following formula: One half of the funding available within an FMA is divided up among participating municipalities on the basis of the relative dollar amount of impact in each municipality. The other half of the funding available to that area is divided equally among all eligible municipalities. Guidelines for Completing the Declaration of Significant Effects Forms Some important definitions: The Shared Fisheries Business Tax Program provides for a sharing of State Fisheries Business Tax with municipalities that can demonstrate they suffered significant effects during the program base year from fisheries business activity in their respective fisheries management area. For the purposes of this program, "fisheries business activity" means: • activity related to fishing, including but not limited to the catching and sale of fisheries resources; • activity related to commercial vessel, moorage and gear maintenance; • activity related to preparing fisheries resources for transportation; and, • activity related to processing fisheries resources for sale by freezing, icing, cooking, salting, or other method and includes but is not limited to canneries, cold storages, freezer ships, and processing plants. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 58 of 90 AGENDA ITEM #14.6.2. And, "significant effects" means: • municipal expenditures during the program base year demonstrated by the municipality to the department to be reasonable and necessary that are the result of fisheries business activities on the municipality's: • population; • employment; • finances; • air and water quality; • fish and wildlife habitats; and, • ability to provide essential public services, including health care, public safety, education, transportation, marine garbage collection and disposal, solid waste disposal, utilities, and government administration. And, "program base year" means: • calendar year 2022. A municipality does not need to have actual expenditures in 2022 in order to include them as significant effects in the application. If a fishing business activity impacts a municipality in a manner that will result in a cost to the municipality, then the municipality can claim that impact as a significant effect. For example, a municipality's pier might have been damaged by an improperly docked fish processing vessel. The municipality might not have the funds to repair the pier during 2022, but the municipality has obtained final engineering estimates for the cost of repairs. In this case, the municipality could declare the repair cost estimates as significant effects on their application. However, these costs may not be claimed again if the municipality subsequently expended the monies to repair the pier at a later date (this would result in a double counting of significant effects). If a significant effect claimed in the application reflects expenditures that were determined by the municipality to be necessary, but for which the municipality was unable to make an expenditure during the program base year, the application must include a finding by the municipal governing body which documents and clearly describes the procedures and methods by which the need and the estimated cost of such expenditures were determined. Only that part of overall community impacts which are directly attributable to fishing business activity should be included as significant effects in the application. For example, a municipality water supply system may be impacted by the fresh water needs of the local fishing fleet and fish processing facilities. However, a municipality in this situation should not claim the entire cost of operating or maintaining the water system as a "significant effect" for the purposes of this program. In this case, the municipality must determine and document its estimate of the share of the use, and "wear and tear," of the water system that can reasonably be attributed to fisheries business activity. A place is provided on the Declaration of Significant Effects forms for municipalities to explain how they arrived at such estimates. Examples of eligible significant effects. The kinds of negative effects which a municipality might possibly claim to have suffered are many. It is the responsibility of each municipality to describe, document and justify its particular claims of negative impacts during 2022 resulting from fisheries Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 59 of 90 AGENDA ITEM #14.6.2. business activities. For the purposes of this program, all significant effects must be presented in terms of expenditures of municipal funds, either actual or determined necessary. For example, a sudden population increase of 1,000 people is not in itself a negative effect. It is the demonstrable impacts on the municipality budget of dealing with these extra people that may be considered as significant effects for this program. The following examples represent the kinds of community impacts which are clearly eligible for inclusion in a municipality's Declaration of Significant Effects forms. • a municipality's expenses during 2022 in repairing a dock damaged by a fishing vessel; • a municipality's costs of hiring extra police, teachers or medical staff to cover periods during 2022 when fish processing workers or fishing crew and their families expanded the municipality's population; • a municipality's 2022 loan which was used to improve the municipality's water system to meet increased demands for fresh water by local fish processors. Only that part of the debt service which can be directly attributable to supporting the fishing industry may be counted as a significant effect. • special expenditures made by a municipality during 2022 to assist or help re-train workers who lost their jobs in the fishing industry because of a downturn in fishing activity; • a municipality's expenditures for operating and maintaining harbor facilities during 2022; • operating and maintaining a municipality's water and sewer system or landfill during 2022 that is directly attributable to the fishing industry. Examples of events which are not eligible to be significant effects The following are examples of municipal expenditures or events which are not eligible for inclusion in a municipality's Declaration of Significant Effects forms: • Municipal expenditures that occurred before or after 2022 which are the result of fishing business activities; • Revenues which a municipality did not receive during 2022 because of a downturn in local fishing business activity. If you're not sure whether an event is a valid "significant effect" or not, contact DCCED. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 60 of 90 AGENDA ITEM #14.6.2. Instructions for Completing the Standard Method Application The completed standard method application submitted by each municipality will contain three elements: • a set of Declaration of Significant Effects forms (one separate form for each significant effect claimed by the municipality). Three copies of this form are included in the application- please make as many additional copies of this form as you need. • a Cover Page that provides the total number and cost of the significant effects claimed by the municipality. • an approved resolution by the governing body adopting the application as true and correct. A sample resolution is included in the application. Instructions for the Cover Page/Summary The Cover Page must be completed and submitted as part of the application. This form summarizes the information found in the application. The number of significant effects claimed should be equal to the number of Declarations of Significant Effects forms submitted with the application and the total dollar amount should equal the sum of all the dollar amounts stated in Part 2 on the Declarations of Significant Effects forms. Instruction for the Resolution form Municipalities may use this form, or a similar form, to comply with the requirement that the submitted application be certified by the municipality's governing body. Submit completed application no later than February 15, 2024, to: E-mail caa(&alaska.2ov Subject Line "Municipality Name, FY24, SFBT" Or Mail State of Alaska DCCED Shared Fisheries Business Tax Program 550 W 71h Ave, Suite 1650 Anchorage, Alaska 99501 If you have any questions regarding this program, contact Zoe Olson at (907) 263-2156. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 61 of 90 AGENDA ITEM #14.8.2. FY24 SHARED FISHERIES BUSINESS TAX PROGRAM STANDARD METHOD APPLICATION for FMA 13: KODIAK AREA Name of Municipality; Mailing Address: Contact Person: Title: Phone Number: Email Address: Total # of Significant Effects Claimed: Total $ of Significant Effects Claimed: $ Return with, Declaration of Significant Effects forms, and resolution E-mail caa(a,alaska.2ov Subject Line "Municipality Name, FY24, SFBT" Or Mail State of Alaska DCCED Shared Fisheries Business Tax Program 550 W 7" Ave, Suite 1650 Anchorage, Alaska 99501 Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 62 of 90 AGENDA ITEM #14.6.2. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 63 of 90 FY24 Shared Fisheries Business Tax Program DECLARATION OF SIGNIFICANT EFFECTS FORM (One Separate Form for Each Significant Effect Claimed) 1. Provide a description of the fisheries business activity which resulted in the significant effect: 2. Total significant effect (municipal expenditure) made necessary during 2022 by the fisheries business activity listed in #1: $ 3. Municipal expenditure is: ❑ actual ❑ determined necessary (Every municipal expenditure marked "determined necessary" must be supported by a resolution) 4. Describe how the municipal expenditure figure listed under Part 2 was determined: 5. Is the fisheries business activity part of a larger fiscal impact on the municipality? ❑ yes ❑ no If yes, describe how the fisheries business-related part of the overall fiscal impact was determined. 6. Describe the documentation that supports the municipality's claim of this significant effect (this documentation must be readily available to the department upon request): Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 63 of 90 AGENDA ITEM #14.6.2. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 64 of 90 FY24 Shared Fisheries Business Tax Program DECLARATION OF SIGNIFICANT EFFECTS FORM (One Separate Form for Each Significant Effect Claimed) 1. Provide a description of the fisheries business activity which resulted in the significant effect: 2. Total significant effect (municipal expenditure) made necessary during 2022 by the fisheries business activity listed in #1: $ 3. Municipal expenditure is: ❑ actual ❑ determined necessary (Every municipal expenditure marked "determined necessary" must be supported by a resolution) 4. Describe how the municipal expenditure figure listed under Part 2 was determined: 5. Is the fisheries business activity part of a larger fiscal impact on the municipality? ❑ yes ❑ no If yes, describe how the fisheries business-related part of the overall fiscal impact was determined. 6. Describe the documentation that supports the municipality's claim of this significant effect (this documentation must be readily available to the department upon request): Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 64 of 90 AGENDA ITEM #14.6.2. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 65 of 90 FY24 Shared Fisheries Business Tax Program DECLARATION OF SIGNIFICANT EFFECTS FORM (One Separate Form for Each Significant Effect Claimed) 1. Provide a description of the fisheries business activity which resulted in the significant effect: 2. Total significant effect (municipal expenditure) made necessary during 2022 by the fisheries business activity listed in #1: $ 3. Municipal expenditure is: ❑ actual ❑ determined necessary (Every municipal expenditure marked "determined necessary" must be supported by a resolution) 4. Describe how the municipal expenditure figure listed under Part 2 was determined: 5. Is the fisheries business activity part of a larger fiscal impact on the municipality? ❑ yes ❑ no If yes, describe how the fisheries business-related part of the overall fiscal impact was determined. 6. Describe the documentation that supports the municipality's claim of this significant effect (this documentation must be readily available to the department upon request): Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 65 of 90 AGENDA ITEM #14.6.2. FY24 Shared Fisheries Business Tax Program Standard Method Resolution (City or Borough) RESOLUTION NO. A RESOLUTION CERTIFYING THE FY 22 SHARED FISHERIES BUSINESS TAX PROGRAM APPLICATION TO BE TRUE AND CORRECT WHEREAS, AS 29.60.450 requires that for a municipality to participate in the FY24 Shared Fisheries Business Tax Program, the municipality must demonstrate to the Department of Commerce, Community, and Economic Development that the municipality suffered significant effects during calendar year 2022 from fisheries business activities; and WHEREAS, the Department of Commerce, Community, and Economic Development has prepared specific application forms for the purpose of presenting the municipality's claims as to the significant effects suffered by the municipality during calendar year 2022; and WHEREAS, 3 AAC 134.100 requires the governing body of the municipality to include with the municipality's FY24 program application an approved resolution certifying the information contained in the application to be true and correct; NOW THEREFORE BE IT RESOLVED THAT: The by this resolution certifies the information contained in (Governing Body) the (City or Borough) FY24 Shared Fisheries Business Tax Program Application to be true and correct to the best of our knowledge. PASSED AND APPROVED by a duly constituted quorum of the day of , 20 _ SIGNED ATTEST Mayor Clerk (Governing Body) this Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 66 of 90 AGENDA ITEM #14.6.2. FY24 Shared Fisheries Business Tax Program Application Instructions ALTERNATIVE METHOD • In the alternative method application process all municipalities in a fisheries management area may work together to develop an alternative allocation formula for distributing the available program funding among municipalities in the area. It is advised that the Department of Commerce be consulted during this process if the municipalities have questions or concerns about what constitutes an acceptable alternative to the standard allocation method. • All the municipalities in an area must reach an agreement in writing on an alternative allocation formula. • By January 15, the department must receive the proposed alternative method. If the alternative method is not acceptable, the department will work with the municipalities to resolve the problems. • If the municipalities in an area fail to satisfy the department regarding the acceptability of the alternative allocation method proposed, then each municipality in the region must return to the standard application process and submit separate applications as required by that process. • If the department finds the alternative allocation method satisfactory, each municipality must then complete an alternative method application consisting of a cover page and resolution. The resolution must be adopted by the governing body and it must clearly describe the approved alternative allocation method within that area. After all alternative method applications within an area have been received and approved; the department will perform the allocations and distribute program funds. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 67 of 90 AGENDA ITEM #14.6.2. Instructions for Alternative Method Application In the alternative method application, an approved resolution constitutes the application. No other forms need to be submitted. A sample resolution has been attached for your use. General Guidelines for Developing an Alternative Allocation Method All municipalities in a fisheries management area must agree on the alternative method: There must be unanimous agreement among all eligible municipalities in a fisheries management area with regard to alternative allocation methods. It is the responsibility of community leaders in the area to work together to negotiate an alternative which is acceptable to all municipalities. The department may be consulted at any time regarding what kinds of formula approaches are considered acceptable by the department. Alternative methods must incorporate some measure of the relative significant effects experienced by the respective municipalities in the area. The measure of significant effects may take many forms. One area might agree to use the number of commercial fishing boat visits -per -year per community as a measure of significant effects. Another area might use the linear foot -length of public docks as a measure. Another area might use community population figures as an indication of the significant effects of fisheries business activity. Another area might share one half of the funding equally between the respective municipalities and share the other half based upon community population figures. Areas may decide to use one measure or may use a combination of measures. Submit your completed application no later than February 15, 2024 to: E-mail caa(&alaska.gov Subject Line "Municipality Name, FY24, SFBT" Or Mail State of Alaska DCCED Shared Fisheries Business Tax Program 550 W 7' Ave, Suite 1650 Anchorage, Alaska 99501 If you require assistance in completing this application, contact Zoe Olson at (907) 263-2156. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 68 of 90 AGENDA ITEM #14.6.2. FY24 SHARED FISHERIES BUSINESS TAX PROGRAM ALTERNATE METHOD APPLICATION For FMA 13: KODIAK AREA Name of Municipality: Mailing Address: Contact Person: Title: Email Address: Phone Number: Return with resolution E-mail caa(&alaska.gov Subject Line "Municipality Name, FY24, SFBT" Or Mail State of Alaska DCCED Shared Fisheries Business Tax Program 550 W 7' Avenue, Suite 1650 Anchorage, Alaska 99501 Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 69 of 90 AGENDA ITEM #14.6.2. FY24 Shared Fisheries Business Tax Program Alternative Method Resolution (City or Borough) RESOLUTION NO. A RESOLUTION ADOPTING AN ALTERNATIVE ALLOCATION METHOD FOR THE FY24 SHARED FISHERIES BUSINESS TAX PROGRAM AND CERTIFYING THAT THIS ALLOCATION METHOD FAIRLY REPRESENTS THE DISTRIBUTION OF SIGNIFICANT EFFECTS OF FISHERIES BUSINESS ACTIVITY IN FMA 13: KODIAK AREA WHEREAS, AS 29.60.450 requires that for a municipality to participate in the FY24 Shared Fisheries Business Tax Program, the municipality must demonstrate to the Department of Commerce, Community, and Economic Development that the municipality suffered significant effects during calendar year 2022 from fisheries business activities; and, WHEREAS, 3 AAC 134.060 provides for the allocation of available program funding to eligible municipalities located within fisheries management areas specified by the Department of Commerce, Community, and Economic Development; and, WHEREAS, 3 AAC 134.070 provides for the use, at the discretion of the Department of Commerce, Community, and Economic Development, of alternative allocation methods which may be used within fisheries management areas if all eligible municipalities within the area agree to use the method, and the method incorporates some measure ofthe relative significant effect of fisheries business activity on the respective municipalities in the area; and, WHEREAS, The proposes to use an alternative allocation method for (Governing Body) allocation of FY24 funding available within the FMA 13: KODIAK AREA in agreement with all other municipalities in this area participating in the FY24 Shared Fisheries Business Tax Program; NOW THEREFORE BE IT RESOLVED THAT: The by this resolution (Governing Body) certifies that the following alternative allocation method fairly represents the distribution of significant effects during 2022 of fisheries business activity in FMA 13: KODIAK AREA: • All municipalities share equally 50% of allocation; all municipalities share remaining 50% on a per capita basis. • Kodiak Borough population is reduced by the population of the Cities of Akhiok, Kodiak, Larsen Bay, Old Harbor, Ouzinkie & Port Lions PASSED and APPROVED by a duty constituted quorum of the (Governing Body) of 20 SIGNED Mayor ATTEST Clerk this day Resolution No. FY2024-13 Adopting An Alternative Allocation Method For T... Page 70 of 90 AGENDA ITEM #14.C.1. KODIAK ISLAND BOROUGH STAFF REPORT DECEMBER 21, 2023 4 ' �s ASSEMBLY REGULAR MEETING SUBJECT: Ordinance No. FY2024-04 An Ordinance Of The Assembly Of The Kodiak Island Borough Amending Title 2 Administration And Personnel, Chapter 2.30 Rules Of The Assembly, Section 2.30.080 Order Of Speaking ORIGINATOR: James Turner, Assembly Member RECOMMENDATION: Move to advance Ordinance No. FY2024-04 to public hearing at the next regular meeting of the Assembly. DISCUSSION: KIBC 2.30.020 (D) currently states that Robert's Rules of Order (RRO) Current Edition shall govern the proceedings of the Assembly in all cases. RRO states that each member has the right to speak twice on the same question on the same day and the limit is 10 minutes each time. Per KIBC 2.30.070 (N), the Assembly may amend, repeal, rescind, or reconsider an ordinance by enacting another ordinance. The Assembly wishes to shorten the length of speech from 10 minutes to 5 minutes. This agenda item was requested by Assembly member Turner on July 20, 2023, to amend KIBC 2.30.080 (B) Debate by adding a line to Section 2.30.080 Order of Speaking. This item was reviewed at the December 14, 2023, work session and a request was made to add language that the 5 -minute limit does not apply to the reports given when introducing an item on the agenda. ALTERNATIVES: FISCAL IMPACT: OTHER INFORMATION: Kodiak Island Borough Ordinance No. FY2024-04 An Ordinance Of The Assembly Of The Kodiak Islan... Page 71 of 90 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 AGENDA ITEM #14. C.1. Corrected Version KODIAK ISLAND BOROUGH ORDINANCE NO. FY2024-04 AN ORDINANCE OF THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH AMENDING TITLE 2 ADMINISTRATION AND PERSONNEL, CHAPTER 2.30 RULES OF THE ASSEMBLY, SECTION 2.30.080 ORDER OF SPEAKING WHEREAS, KIBC 2.30.020 (D) currently states that Robert's Rules of Order (RRO) Current Edition shall govern the proceedings of the Assembly in all cases; and WHEREAS, RRO states that each member has the right to speak twice on the same question on the same day on the same day and the limit is 10 minutes each time; and WHEREAS, per KIBC 2.30.070 (N), the Assembly may amend, repeal, rescind, or reconsider an ordinance by enacting another ordinance; and the Assembly wishes to shorten the length of speech from 10 minutes to 5 minutes. NOW, THEREFORE, BE IT ORDAINED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH that: Section 1: This ordinance is of a general and permanent nature and shall become a part of the Kodiak Island Borough Code of Ordinances. Section 2: That Title 2 Administration and Personnel, Chapter 2.30 Rules of the Assembly, Section 2.30.080 Order of Speaking of the Kodiak Island Borough Code of Ordinances is amended to read as follows: A. Decorum in Debate. When any assembly member is about to speak in debate or deliver any matter to the assembly, he shall address himself to the chair and, being recognized, confine himself to the question under debate. No assembly member shall impugn the motive of any assembly member's vote or argument and shall avoid personalities. An assembly member who is speaking may not be interrupted to make a motion, even one with high priority like the motion to adjourn. B. Order of Speaking. 1. The manager, a delegate to the assembly, or any assembly member, when desiring to speak at an assembly meeting, shall respectfully address the chair and shall refrain from speaking until recognized. 2. No assemblv member can sneak more than twice to each debatable motion with a limit of five minutes per speech. The second time take place after everyone wishing to debate the motion has had an opportunity to speak once. The five-minute limit does not apply when the mavor or assemblv is aivina the report to an item thev introduced on the agenda 23. When two or more persons request recognition at the same time, the chair shall determine which one shall speak first. Effective Date: This ordinance takes effect upon adoption. Ordinance No. FY2024-04 Page 1 of 2 Ordinance No. FY2024-04 An Ordinance Of The Assembly Of The Kodiak Islan... Page 72 of 90 AGENDA ITEM #14.C.1. 51 ADOPTED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH 52 THIS DAY OF , 2023 53 54 KODIAK ISLAND BOROUGH 55 56 ATTEST: 57 58 Scott Arndt, Borough Mayor 59 Nova M. Javier, MMC, Borough Clerk 60 Introduced by: Assembly Member Turner 61 First reading: 62 Second reading/public hearing: 63 64 VOTES: 65 Ayes: 66 Noes: 67 68 69 Ordinance No. FY2024-04 Page 2 of 2 Ordinance No. FY2024-04 An Ordinance Of The Assembly Of The Kodiak Islan... Page 73 of 90 AGENDA ITEM #14. C.1. 0 Kodiak Island Borough Assembly Agenda Item Request Form l-- PLEASE FILL OUT AND RETURN TO THE CLERK Below Are The Adopted Powers Of The Kodiak Island Borough. Circle the adopted power your request falls under. Mandatory Powers of the Assembly: . Solid Waste Collection and Disposal (non-areawide/on • Education road system) • General Administration and Finance • Parks and Recreation (non-areawide/outside cities) • Tax Assessment and Collection • Economic Development (non-areawide/outside cities) • Planning and Zoning • Animal Control (non-areawide/outside cities) • Fire Protection and First Responder Emergency • Adopted Powers of the Assembly: Medical Services (service areas) • Emergency Services Planning . Road Maintenance and Construction (service areas) • Community Health (restricted . Street Lighting (service areas) areawide) -7 Assembly Member: l J�� Date Submitted: /17—PI �3 Agenda Date Requested:71-7 1Meeting Type: ( ) WS RM It is recommended that you turn in request at least a month prior to the meeting date requested. The Mayor retains discretion when to place items on the agenda per KIBC 2.60.0608. Description of the item you are requesting to have placed on the agenda. Please submit one form for each item and submit any applicable documents with this form. �i aPJ 30, o 14 J For Staff Use: Received date: W a1�+✓ Distributed to: Mayor`y"�'DPOJ/Manager Discussed at the agenda setting on: `J�2 r f Approved and scheduled on: WS Date: 1 "t.Ti RM Date: i`'q 020'ae, Notes: C:\Users\iarellano\AppData\Local\Microsoft\Windows\INetCache\Content.Outlook\DTJFKJZT\Assembly Agenda Item Request Form Rev.docx Ordinance No. FY2024-04 An Ordinance Of The Assembly Of The Kodiak Islan... Page 74 of 90 25 ROBERT'S RULES OF ORDER NEWLY REVISED 38 9 he Consideration of a Main Motion: Basic Steps 4:29 4:25 Once a main motion has been brought before the assem- bly through the three steps described above, there are three further basic steps by which the motion is considered in the ordinary and simplest case (unless it is adopted by unanimous 4:30 consent, as explained in 4:58-63). These normal steps are as follows: 1) Members debate the motion (unless no member claims the floor for that purpose). 2) The chair puts the question (that is, puts it to a vote). 3) The chair announces the result of the vote. 4:26 In addition, while the motion is open to debate, the assem- 4:31 bly may wish to take a number of actions as a part of the mo- tion's consideration—which can themselves be the subject of certain parliamentary motions, as explained in 5 and 6. In the following description of the three principal steps in the con- sideration of a main motion, it is assumed that none of these other motions are introduced. 1.27 f:28 Debate on the Question. Immediately after stating the ques- tion, the chair turns toward the maker of the motion to see if he wishes to be assigned the floor first in debate—to which the maker has the right if he claims it before anyone else has been recognized, even though others may have risen and addressed the chair first. A member who desires to speak in debate must obtain the floor as described in 3:30-35. In assigning the floor, the chair follows the rules explained in the same paragraphs and in 42. In the debate each member has the right to speak twice on the same question on the same day, but cannot make a secon speech on the same question so long as any member who has not spoken on that question desires the floor. A member who has spoken twice on a particular question on the same day has exhausted his right to debate that question for that day. For procedures where greater freedom of debate is desired, see 15 and 52. 4:32 4:33 AGENDA ITEM #14.C.1. §4 THE HANDLING OF A MOTION 4:34 Without the permission of the assembly, no one can speak longer than permitted by the rules of the body—or, in a non- legislative assembly that has no rule of its own relating to the length of speeches, longer than ten minutes. Debate must be confined to the merits of the pending ques- tion. Speakers must address their remarks to the chair, maintain a courteous tone, and—especially in reference to any diver- gence of opinion—avoid injecting a personal note into debate. To this end, they must never attack or make any allusion to the motives of members. As already noted, speakers should refer to officers only by title and should avoid the mention of other members' names as much as possible. Except in committees and small boards, the presiding officer does not enter into discussion of the merits of pending questions (unless, in rare instances, he leaves the chair until the pending business has been disposed of, as described in 43:29-30). While members are speaking in debate, the presiding officer normally remains seated unless the view between him and the members would be obstructed. In the latter case, he should step back slightly while a member is speaking. Although the presiding offi- cer should give close attention to each speaker's remarks during debate, he cannot interrupt the person who has the floor so long as that person does not violate any of the assembly's rules and no disorder arises. The presiding officer must never interrupt a speaker simply because he knows more about the matter than the speaker does. The presiding officer cannot close debate so long as any member who has not exhausted his right to debate desires the floor, except by order of the assembly, which requires a two- thirds vote (15, 16, 43). (For additional rules and information related to debate, see 43.) 4:34 Putting the Question. When the debate appears to have closed, the chair may ask, "Are you ready for the question?" or "Is there any further debate?" If no one then rises to claim the Ordinance No. FY2024-04 An Ordinance Of The Assembly Of The Kodiak Islan... Page 75 of 90 AGENDA ITEM #14.C.2. KODIAK ISLAND BOROUGH STAFF REPORT DECEMBER 21, 2023 4 ' �s ASSEMBLY REGULAR MEETING SUBJECT: Ordinance No. FY2024-11 Amending Title 2 Administration And Personnel, Chapter 100 Boards, Committees, And Commissions Section 2.100.040 Qualifications To Allow Residents To Serve On Various Boards, Committees, And Commissions ORIGINATOR: Nova M. Javier, MMC, Borough Clerk RECOMMENDATION: Move to advance Ordinance No. FY2024-11 to public hearing at the next regular meeting of the Assembly. DISCUSSION: The Kodiak Island Borough Mayor and Assembly find that in some circumstances it may be beneficial to the Borough to permit residents who have lived in the community for some time but who are ineligible to vote due to citizenship status to be appointed to and serve on board or commissions which do not require voting eligibility, but to retain the voter eligibility requirement for boards and commissions, such as service area boards, whose members may be elected by the voters, and for boards and commissions which specify registered voter status as a qualification for service. There is a desire to allow residents who are ineligible to vote based on citizenship status to participate and serve on various boards and committees where: members are not elected; voter eligibility is not essential to the operation of the board; and the resolution or ordinance creating the board or commission does not provide for election of members or require that members be registered voters. ALTERNATIVES: FISCAL IMPACT: OTHER INFORMATION: Kodiak Island Borough Ordinance No. FY2024-11 Amending Title 2 Administration And Personnel, C... Page 76 of 90 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 AGENDA ITEM #14.C.2. KODIAK ISLAND BOROUGH ORDINANCE NO. FY2024-11 AN ORDINANCE OF THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH AMENDING TITLE 2 ADMINISTRATION AND PERSONNEL, CHAPTER 100 BOARDS, COMMITTEES, AND COMMISSIONS SECTION 2.100.040 QUALIFICATIONS TO ALLOW RESIDENTS TO SERVE ON VARIOUS BOARDS, COMMITTEES, AND COMMISSIONS WHEREAS, the Kodiak Island Borough Mayor and Assembly find that in some circumstances it may be beneficial to the Borough to permit residents who have lived in the community for some time but who are ineligible to vote due to citizenship status to be appointed to and serve on board or commissions which do not require voting eligibility, but to retain the voter eligibility requirement for boards and commissions, such as service area boards, whose members may be elected by the voters, and for boards and commissions which specify registered voter status as a qualification for service; and WHEREAS, Kodiak Island Borough Code 2.100.040 currently requires that, in addition to the qualifications of specific boards or commissions, all members of boards and commissions must be qualified voters; and WHEREAS, the Kodiak Island Borough Mayor and Assembly desire to allow residents who are ineligible to vote based on citizenship status to participate and serve on various boards and committees where: members are not elected; voter eligibility is not essential to the operation of the board; and the resolution or ordinance creating the board or commission does not provide for election of members or require that members be registered voters. NOW, THEREFORE, BE IT ORDAINED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH that: Section 1: This ordinance is of a general and permanent nature and shall become a part of the Kodiak Island Borough Code of Ordinances. Section 2: That Section 2.100.040 Qualifications of the Kodiak Island Borough Code of Ordinances is amended to read as follows: 2.100.040 Qualifications. In addition to any other qualifications required by this code, a member: A Shall be a salified voter of the bore ugh; and -Shall either be a qualified voter of the borough or have been a resident of the borough for at least one year: and B. B—shall remain a resident of the borough while in office. Effective Date: This ordinance takes effect upon adoption. ADOPTED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH THIS DAY OF , 2024 Ordinance No. FY2024-11 Page 1 of 2 Ordinance No. FY2024-11 Amending Title 2 Administration And Personnel, C... Page 77 of 90 AGENDA ITEM #14.C.2. 49 KODIAK ISLAND BOROUGH 50 51 ATTEST: 52 53 Scott Arndt, Borough Mayor 54 Nova M. Javier, MMC, Borough Clerk 55 Introduced by: Mayor Arndt 56 First reading: 57 Second reading/public hearing: 58 59 Votes: 60 Ayes: 61 Noes: Ordinance No. FY2024-11 Page 2 of 2 Ordinance No. FY2024-11 Amending Title 2 Administration And Personnel, C... Page 78 of 90 AGENDA ITEM #18.A. WOM ENS BAY SERVICE BOARD REGULAR MEETING MINUTES Date: Tuesday, November 7, 2023 5:30 p.m. Call to Order: 5:30 Commissioners Present: Travis Cooper, Billy Ecret, Greg Egle-vice chair, Dave Heuman and Bill Roberts Dave Conrad, Fire Chief, and Kevin Arndt, contractor Approval of amended agenda by unanimous vote. Approval of minutes by unanimous vote for: 1. Regular Meeting of October 3, 2023 Citizen's Comments: 1. D Conrad; J Chandlers' lobbying efforts at P&Z meeting was critical for keeping the Sgt Ck Entrance flooding issue on the CIP list. Contractor Comments: 1. Minor grading and pot hole repair. 2. Sgt Ck Flooding on Nov 1 & 2, placed warning lights and barricades, essentially creating a 1 lane road, depth of flooding up to 12 inches over the asphalt at times. Chairman's Report: 1. Work orders a) Need RAP in areas on BF Rd b) Otter Ditch needs Repair from Contractor damage c) Grading for gravel roads as indicated 2. Budget updates a) FD; -15% expended ytd b) RS; -50% expended ytd Old Business: 1. Fire Dept a) Repeater install pending b) Parking lot paving tbd c) Brush Truck Recall pends scheduling w/ fent' trip d) Fire Truck Repair pends scheduling e) Water line repair pends scheduling 2. Road Service a) October elections; GE and DH reelected, need to take oath b) Election of officers; i) Greg Egle-Chair ii) Billy Ecret-Vice Chair iii) Dave Heuman-Secretary iv) Page 1 of 2 Womens Bay Service Area Board Minutes of November 7, 2023 Page 79 of 90 AGENDA ITEM #18.B. KODIAK ISLAND BOROUGH Health Facilities Advisory Board September 18, 2023 Conference Room 121 of the Kodiak Island Borough Building. ROLL CALL Chair Jared Griffin called the regular meeting to order at 3:02 p.m. Board Members present were Jared Griffin, James Turner, Aimee Williams, and David Conrad. Geoffrey Smith was absent. A quorum was established. Also present were Kodiak Island Borough Special Projects Support Meagan Christiansen, Providence Kodiak Island Medical Center Director Karl Hurtz, Tim Hocum, Codi Allen, and Tyler Steele. APPROVAL OF AGENDA CONRAD MOVED to approve the agenda as presented. TURNER seconded. VOICE VOTE PASSED UNANIMOUSLY APPROVAL OF MINUTES TURNER MOVED to approve the minutes of the August 21, 2023, meeting. CONRAD seconded. VOICE VOTE PASSED UNANIMOUSLY CITIZENS COMMENTS (Limited To Three Minutes Per Speaker) AGENDA ITEMS a. Providence Kodiak Island Medical Center (PKIMC) Report Tyler Steele reviewed the report provided. PKIMC is requested $43,033 to do a 35% design for the Auto Transfer Switches. There is a temporary solution in place but are not confident that it will last more than 6 months. He also added that there may be an option to purchase a Sterilizer Unit that is like the one they currently have but smaller from St. Elias. If PKIMC does move forward with that it will help them "limp along" until the design is completed, and construction can begin on the Sterile Processing Department. The Fan Wall is designed to 35% and they are waiting for cost approval of $38,000 to move to 65% design. There was discussion among the board as to what an emergency is and how the public perceives them. Also discussed the goal is to try to get to a renewal and replacement schedule verses having to do reactive or emergent purchases. b. PKIMC Chiller Replacement: Cool Air Proposal (35%) Tyler Steele continued reviewing his report. PKIMC is requesting cost approval of $187,824 to move the Chiller design from 35% to 65%. Current Chiller is at 45% operating capacity and is not able to keep up with the demands on the system. They have chosen Option 2 a modular unit that can expand easier in the future and replacements can be easily completed. There were concerns regarding the size and the Kodiak Island Borough Health Facilities Advisory Board Minutes September 18, 2023 Page 1 of 2 Health Facilities Advisory Board Meeting Minutes of September 18 and Oct... Page 80 of 90 AGENDA ITEM #18.B. weight of the new unit and weather the roof would be able to support it. There was a small discussion making sure to consider this in the design stage. Operating and Recovery Room 2 Door needs replacement and PKIMC is waiting for a quote. The quote should be available before the next meeting. Again, hoping to get these types of items on a renewal and replacement schedule instead of having to do reactive purchasing. There were concerns about the redesign of the Sterile Processing Department and how that would affect the purchase of the new doors. Tyler reassured the Board that that was thought about and can configure the replacement to not throw away money spent on new doors when the redesign happens. BOARD MEMBERS COMMENTS David Conrad - Per discussion with PKIMC the EF department is looking into having a fence installed on the perimeter of the wall to address the liability concerns. It will be a chain link fence set 2-3 feet back from the wall on the top and we are getting signs to prevent pedestrians from going up onto it. EF Department has had discussions with Curt Burgoyne from Elevator Access & Fire regarding the modernization of the elevators. Aimee Williams — None. James Turner — None. Jared Griffin — Couple of items in the queue with the Assembly. We are looking at the managers spending authority for enterprise funds. And would like to start a global conversation regarding the short-term fixes with long term changes in mind. Karl Hurtz — Appreciate the continued partnership and help regarding navigating the new world of this relations ship. Again, thank you to all those who participated in the space study. Victor Weever is our new facilities manager and will attending the next meeting. SET NEXT MEETING DATE AND TIME October 30`h, 2023, at 3:00pm in Borough Conference Room 121 ADJOURNMENT TURNER MOVED to approve the Adjourn meeting at 3:43pm. WILLIAMS seconded. VOICE VOTE PASSED UNANIMOUSLY A fflum INFORMATION MATERIALS SUBMITTED BY: Patricia Valerio, Engineering and Facilities Department Y: i { 12 2023 .EWS OFFICE a ALASKA s Advisory Board Chairman Date: Z� 1 12 �Z Date: I Z1 ((� 2c2 Z� Kodiak Island Borough Health Facilities Advisory Board Minutes September 18, 2023 Health Facilities Advisory Board Meeting Minutes of September 18 and Oct... Page 81 of 90 AGENDA ITEM #18.B. KODIAK ISLAND BOROUGH Health Facilities Advisory Board October 30, 2023 Conference Room 121 of the Kodiak Island Borough Building ROLL CALL James Turner called the regular meeting to order at 3:01 p.m. Board Members present were James Turner, Aimee Williams, and David Conrad. Jared Griffin arrived a few minutes late. A quorum was established. Also present were Kodiak Island Borough Special Projects Support Meagan Christiansen, Providence Kodiak Island Medical Center Director Karl Hurtz, Victor Weaver, Tim Hocum, Codi Allen, and Tyler Steele, and Kodiak Community Health Center Carol Austerman. APPROVAL OF MINUTES CONRAD MOVED to approve the agenda as presented. WILLIAMS seconded. VOICE VOTE PASSED UNANIMOUSLY CITIZENS COMMENTS (Limited To Three Minutes Per Speaker) None. AGENDAITEMS a. PKIMC & KCHC Space Analysis & Planning Study David Conrad provided an overview of the status of the space study. DLR Group has some questions about the numbers provided for the Kodiak Community Health Center portion for space. There is going to be a meeting on Friday November 3`d to discuss. This should be the last piece to get the report completed. b. PKIMC Hospital Report 1. ATS (Automatic Transfer Switches) - Update on Request for Reimbursement Approval at the Cost of $45,033. 2. SPD (Sterile Processing Department) - Update on Request for Written Approval to Purchase Suitable Replacement Alternative Not to Exceed $100,000. 3. Air Handling Unit (AHU) Fan Wall - Update on Request to Approve Transition from 35% Design to 65-100% Design at the Cost of $38,000. 4. Chiller - Update on Request to Approve Transitioning from 35% Design to 65% Design at the Cost of $187,824. 5. Operating Room (OR) Door Replacements - Review of Quotes 6. Outstanding Repair & Replacement (R&R) Projects Ready for Reimbursement. Discussion among the Board and those present regarding the status of the items listed. Reviewed what is needed to move things forward for reimbursement as well as how to get items on the agenda for the Assembly to approve. Discussion among the Board regarding a preventative/regular maintenance item verses a remove and replacement (R&R) scheduled process. Kodiak Island Borough October 30, 2023 Health Facilities Advisory Board Minutes Health Facilities Advisory Board Meeting Minutes of September 18 and Oct... Page 82 of 90 r AGENDA ITEM #18.B. Aimee Williams, Borough Manager, agreed to authorize payment of the Operating Room Doors ($14,500 from Davis Construction) and the St. Elias small steam sterilizer unit to be shipped and installed ($18,759.95). BOARD MEMBERS COMMENTS Aimee Williams - Pre -meeting was really helpful. Communications continue to get better between us. This is now we will continue to maintain a good relationship and a functional facility. Jared Griffin -- I have requests in get some of these global conversations on an Assembly Work Session. Dave Conrad - Please make sure we are getting eyes on the fuel tanks and lines. Long Term Care fuel tank scheduled to be installed (Tyler said there were some hiccups but was on the schedule for Oct 27`1 waiting for new date from contractor]. KIB hired an elevator inspector to help write the specification for modernizations of the elevators. I will be contacting Dale to ask for a previous specification for other hospital elevator modernizations to help us get this out ASAP. Victor Weaver - This is all new to me and I am winging it. If anyone wants to see the facility or needs anything please don't hesitate to ask. Dave and I will work closer together doing deeper dives into items and their life spans. I want to start planning for long term things. There will be changes to come as I settle in, but my ultimate goal here is to bridge the gap between KIB and PKIMC and to be as transparent as possible. James Turner - none. SET NEXT MEETING DATE AND TIME December 11 `h, 2023, at 3:OOpm in the Barometer Conference Room at PKIMC Bldg. ADJOURNMENT GRIFFIN MOVED to approve the Adjourn meeting at 3:48pm. CONRAD seconded. VOICE VOTE PASSED UNANIMOUSLY INFORMATION MATERIALS SU ITTED BY: PaMncia Valerio, Engineering and Facilities Department Date: 2 - Id 2 ��2_ APP BY: irdif — Jai fii Hea h Facilities Advisory Board Chairman Date: 2 j IZ3 DEC 12 2023 H CLEWS OFFICS - Kodiak Island Borough HOMMIRM99Msory Board Minutes October 30, 2023 Health Facilities Advisory Board Meeting Minutes of September 18 and Oct... Page 83 of 90 AGENDA ITEM #18.C. KODIAK ISLAND BOROUGH SCHOOL DISTRICT Board of Education Regular Meeting — November 20, 2023 SUMMARY ACTION ITEMS: APPROVED: Motion to approve the Agenda as submitted. APPROVED: Motion to approve the Consent Agenda to include: FY24 Grant Summary Report, Minutes of the October 16, 2023 Regular Meeting, Minutes of the October 30, 2023 Special Meeting, and Minutes of the November 6, 2023 Special Meeting, as submitted. APPROVED: Motion to certify the 2023-2024 Small Schools Advisory School Board election results for Chiniak, as submitted. APPROVED: Motion to acknowledge the receipt of the October 2023 Report of Revenues and Expenditures, year-to-date general fund revenues in the amount of $15,892,531.76 and year-to-date general fund expenditures of $12,832,086.71. APPROVED: Motion to adjourn. Subsequent to approval, Board of Education meeting minutes are posted on the District's website at www.kibsd.org. Kodiak Island Borough School District Board Of Education Special Meeting... Page 84 of 90 Records Destruction Report Department Record Total Created Destroy Series & Description Records Series Retention Location AO - AO -08 2 Yrs / Cen.: FY2017 FY2024 Personal Property Assessment Returns. F-3-08 ASSESSOR'S 4 Yrs CONFIDENTIAL. OFFICE AO - AO -08 2 Yrs / Cen.: FY2019 FY2024 Personal Property Assessment Returns. F-3-10 ASSESSOR'S 4 Yrs CONFIDENTIAL. OFFICE BC -BOROUGH BC -05 Onsite: 2 Yrs FY2008 FY2024 Agenda packets containing backup E-3-12 CLERK Cen.: 15 Yrs correspondence & reports distributed to assembly members for discussion at assembly meetings. Not Confidential. BC -BOROUGH BC -05 Onsite: 2 Yrs FY2008 FY2024 Agenda packets containing backup E-7-06 CLERK Cen.: 15 Yrs correspondence & reports distributed to assembly members for discussion at assembly meetings. Not Confidential. CD- CD -10 Onsite: 2 Yrs FY2008 FY2024 Agendas, public hearing records, and items E-3-13 COMMUNITY Cen.: 13 Yrs presented to the commission for action. (shared box) DEVELOPMENT Not Confidential. CD- CD -23 Onsite: 2 Yrs FY2008 FY2024 Agenda packets, rosters and correspondence E-3-13 COMMUNITY Cen.: 13 Yrs relating to Borough recreational activities. This (shared box) DEVELOPMENT includes advisory boards. Not Confidential. CD- CD -11 Onsite: 2 Yrs FY2008 FY2024 Correspondence, reports, ownership files related E-3-13 COMMUNITY Cen.: 13 Yrs to animal control issues, junk removal, including (shared box) S)EVELOPMENT vehicles, solid waste, and litter control, and 0 building official administration. R Not Confidential. 0 CD DC - CHILD DC -06 Permanent FY1993 Permanent FY93 Policy Changes; FY81-89 Handbook; FY91- H-3-15 CARE 93 Purchasing forms/records. ASSISTANCE CONFIDENTIAL OFFICE DC - CHILD DC -06 Permanent FY2007 Permanent FY07 Audit/FY06 Monitor - CCA Program Policy & H-4-01 CARE Procedures Manual. ASSISTANCE CONFIDENTIAL. OFFICE FI - FINANCE FI -15 Onsite: 1 Yrs FY2016 FY2024 Second copy of cash receipts filed. Filed in A-3-06 Cen.: 6 Yrs folders by month. Not Confidential. FI - FINANCE FI -33 Onsite: 1 Yrs FY2016 FY2024 Property Tax Accounting - Tax billing, payments, A-6-12 Cen.: 6 Yrs adjustments, and interest and penalties calculations. Monthly reports. FY2016 PACS Reconciliation and JE Postings This box also contains (Combined box) Not Confidential. FI - FINANCE FI -13 Onsite: 1 Yrs FY2016 FY2024 Account Payable July 2015 to June 2016 Copies A-7-03 Cen.: 6 Yrs of invoices, checks issued, and requests for payment. Not Confidential. FI - FINANCE FI -15 Onsite: 1 Yrs FY2016 FY2024 Second copy of cash receipts filed. Filed in A-7-04 Cen.: 6 Yrs folders by month. December 18, 2015, to June 30, 2016. Not Confidential. FI - FINANCE FI -15 Onsite: 1 Yrs FY2016 FY2024 Second copy of cash receipts filed. Filed in A-4-04 Cen.: 6 Yrs folders by month. October 8, 2015, to December 17, 2015. v Not Confidential. LO co FI - FINANCE FI -13 Onsite: 1 Yrs FY2016 FY2024 Account Payable. A Copies of invoices, checks A-3-05 co Cen.: 6 Yrs issued, and requests for payment. Not Confidential. FI - FINANCE FI -13 Onsite: 1 Yrs FY2016 FY2024 Account Payable. B -C Copies of invoices, checks A-2-05 Cen.: 6 Yrs issued, and requests for payment. Not Confidential. FI - FINANCE FI -13 Onsite: 1 Yrs FY2016 FY2024 Account Payable. D -J Copies of invoices, checks A-5-02 Cen.: 6 Yrs issued, and requests for payment. Not Confidential. FI - FINANCE FI -13 Onsite: 1 Yrs FY2016 FY2024 Account Payable. K Copies of invoices, checks A-4-12 Cen.: 6 Yrs issued, and requests for payment. Not Confidential. FI - FINANCE FI -13 Onsite: 1 Yrs FY2016 FY2024 Account Payable. L -Q Copies of invoices, checks A-4-05 Cen.: 6 Yrs issued, and requests for payment. Not Confidential. FI - FINANCE FI -13 Onsite: 1 Yrs FY2016 FY2024 Account Payable. W -Z Copies of invoices, checks A-7-09 Cen.: 6 Yrs issued, and requests for payment. Not Confidential. FI - FINANCE FI -28 Onsite: 2 Yrs FY2016 FY2024 Record of purchases made using purchase order A-6-11 Cen.: 5 Yrs process. July 2015 thru June 2016. Not Confidential. FI - FINANCE FI -06 Onsite: 1 Yrs FY2016 FY2024 Journal Vouchers - Accounting Reports. Journal A-6-05 Cen.: 6 Yrs Entries July 2015 thru February 2016. Not Confidential. FI - FINANCE FI -22 Onsite: 1 Yrs FY2016 FY2024 Completed health and life insurance forms, F-7-07 Cen.: 6 Yrs duplicate of personnel actions and cafeteria plan (shared box) records (pre-tax deductions). Retention time begins with employee termination. Employee v Insurance and Other mis. Forms - Employees terminated in FY2016. 004 CONFIDENTIAL FI - FINANCE FI -13 Onsite: 1 Yrs FY2016 FY2024 Account Payable. Aflac, Wage Works, AK H-7-08 Cen.: 6 Yrs Electrical, ICMA, MassMutual, Standard, Assurant (shared box) This box also contains FI -22 Workers Compensation, FI -22 Termed Employees, FI -29 PERS. CONFIDENTIAL FI - FINANCE FI -22 Onsite: 1 Yrs FY2016 FY2024 Completed health and life insurance forms, H-7-08 Cen.: 6 Yrs duplicate of personnel actions and cafeteria plan (shared box) records (pre-tax deductions). Retention time begins with employee termination. Workers Compensation Reports, This box also contains FI - 13 Aflac, WageWorks, AK Electrical, ICMA, MassMutual, Standard, Assurant, Terminated Employees, FI -29 PERS. CONFIDENTIAL FI - FINANCE FI -29 Onsite: 1 Yrs FY2016 FY2024 Statements of employee earnings - W -2's; W -4's; H-7-08 Cen.: 6 Yrs FICA; PERS; 1098's; and 1099's. IAW Alaska (shared box) Guidelines. PERS, This box also contains FI -13 Aflac, WageWorks, AK Electrical, ICMA, MassMutual, Standard, Assurant, FI22 Workers Compensation Reports and Employee Terminated. CONFIDENTIAL. MA - MAYORS' MA -01 Onsite: 2 Yrs 2009 thru FY2024 Outgoing letters, memos, etc. I-1-01 OFFICE Cen.: 8 Yrs 2013 Not Confidential. MG - MG -18 Onsite: 1 Yrs FY2016 FY2024 Files related to the administration of Borough I-2-06 MANAGER'S Cen.: 6 Yrs appropriations to local Non-profit organizations. OFFICE Not Confidential. AGENDA ITEM #19.A. From: Hss DPA Child Care Policy (H55 snonsored) To: Nova ]avier Ca Kuael. Emily A (DOH snonsoredl: H55 DPA Child Care Policy (HSS sponsored); Lina Cruz Subject: FN: Child Care Program Fles Held by Kodiak Island Borough Date: Monday, December 11, 2023 3:55:10 PM Attachments: scanned from a Xerox Multifunction Printer.ndf Hi Nova, I don't have access to those grants or the policies and procedures back to those dates. The longest retention schedule Public Assistance currently has is 10 years. Since those documents are more than 10 years old, you can destroy them. Since the documents could have confidential information, please use a method to destroy the documents that will maintain that confidentiality. Thank You, Ronda Buckingham Public Assistance Analyst II Child Care Program Office Phone (907) 419-4284 Fax (907) 269-4536 CCFOWtA3askss LiWd Cuc l4krwn �llGa Mission: "We support families in accessing quality child care. Confidentiality Notice: This email, including attachments, is intended for the use of the person or entity to which it is addressed and may contain CONFIDENTIAL or privileged information that is protected by federal and state regulation. If the reader of this email is not the intended recipient or his or her agent, the reader is notified that any dissemination, distribution or copying of this email is prohibited. If you think you have received this email in error, please advise the sender by reply email and delete this email immediately From: Emily Kugel <emilyk@akafs.org> Sent: Monday, December 11, 2023 2:02 PM To: HSS DPA Child Care Policy (HSS sponsored) <DPACCP@alaska.gov> Cc: HSS DPA Child Care Program Office (HSS sponsored) <ccpo@alaska.gov> Subject: FW: Child Care Program Files Held by Kodiak Island Borough ICAUTION: This email originated from outside the State of Alaska mail system. Do not click links or open attachments unless you recognize the sender and know the content is safe. From: Nova Javier <niavier(@kodiakak.us> Sent: Monday, December 11, 2023 12:28 PM To: coastal.cca <coastal.cca(aakafs.ore> Cc: Lina Cruz <Icruzna kodiakak.us> Subject: Child Care Program Files Held by Kodiak Island Borough Hello and Happy Holidays, The Kodiak Island Borough Child Care Assistance Office closed in 2013. We have two boxes of files that were marked permanent, and the retention series is below See attached transmittal forms also. I am inquiring if you like us to mail these to you or if you can let me know if there is a State Department who may be able to take these since the KIB does not have a Child Care Office anymore. If not, is there anyone who can give us authorization to destroy the records? DC -06 POLICIES AND PROCEDURES MANUAL JONSITE: CENTER XREF: State requirements regarding the da care rants program administration. File superseded guidelines at close of fiscal ENTER: PERMANENT AS 44.47.250 9 9 9 Y 9 P 9 P year. TOTAL: PERMANENT Thank you in advance for your assistance. Nova Nova M. Javier, MMC Borough Clerk 710 Mill Bay Road, Room 234 Kodiak, AK 99615 Phone: (907) 486-9312 Email: niaviern-kodiakak.us PUBLIC RECORDS LAW DISCLOSURE: This email, including any attachments, may be subject to disclosure under the law. Page 89 of 90 CD co 0 0 0 KODIAK ISLAND BOROUGH RECORDS TRANSFER LIST DEPARTMENT: Child Care Assistance CUSTODIAN'S NAME: Zoe Pierson DATE: 8/14/07 (s/h/b 7/1/07) CUSTODIAN'S SIGNATURE: _ HISTORICAL VALUE: YES:® NO: ❑ CONFIDENTIAL: S: Ej NO: SERIES NO. INCLUSIVE DATES FISCAL YEAR TOTAL RETENTION CONTENT SUMMARY/COMMENTS (SAMPLE)FI-34 07/2000-06/2001 2001 7YEARS SANITATIONMONTHLYACCOUNTINGREPORTS/JULY2000-JUNE2001 DC -06 '// 07/2002- 06/2007 2007 Permanent FY07 Audit (5/07); FY06 Monitor Child Care Assistance Program Policy & Procedures Manual & all materials pertaining to implementation thereof/changes thereto RETAINED ON-SITE: YES 0NOU VERIFIED TOTAL RETENTION: YES tK NO❑ DATA BASE LOtD,:o A j )JES NOM SIGNATURE: LOCATION: EXPIRATION DATE: TOTAL VOLUME ARCHIVED* DATE ARCHIVED: /�/ 0A a copy of the original form and place the copy inside the box, ial should be placed outside the box in a plastic label holder. For instructions, see file NBorough/Records Management/instructions. For the Records Retention Schedule, see file NBorough/Records Management/schedule. Form RM -02 N/Borough/recordsmanagement/transferl ist Revised April 22, 2003 SERIES: DC -06 LOCATION: H-3-15 RECORD SERIES: POLICIES AND PROCEDURES MANUAL CONTENT SUMMARY: State requirements regarding the day care grants program administration. File superseded guidelines at close of fiscal year. COMMENTS: Program Monitor Reports FY 93 Policy Changes FY 81-89 Handbook FY 91-93 Purchasing Forms/Records EXPIRATION DATE: PERMANENT Kodiak Island Borough Assembly Regular Meeting Guidelines Assembly Chambers Thursday, December 21, 2023, 6:30 p.m. 1. INVOCATION MAJOR DAVE DAVIS OF THE SALVATION ARMY. 2. PLEDGE OF ALLEGIANCE MAYOR ARNDT WILL LEAD THE PLEDGE OF ALLEGIANCE. 3. STATEMENT OF LAND ACKNOWLEDGEMENT We are gathered on the traditional homeland of the Sugpiaq/Alutiiq people, and we acknowledge the 10 tribes of the Kodiak Alutiiq Region. We recognize the Alutiiq culture that enriches our community to this day. 4. ROLL CALL KIBC 2.25.070... the chair shall cause the record to reflect the absence of the member, the reason for the absence, and whether the absence is excused by the assembly. Recommended motion: Move to excuse Assembly Members LeDoux and Turner who are absent due to personal leave. ROLL CALL VOTE ON MOTION 5. APPROVAL OF AGENDA AND CONSENT AGENDA Recommended motion: Move to approve the agenda and consent agenda. VOICE VOTE ON MOTION 6. *APPROVAL OF MINUTES A. Special Meeting Minutes of November 9, 2023 and Regular Meeting Minutes of November 16, 2023 7. CITIZENS' COMMENTS (Limited to Three Minutes per Speaker) Agenda items not scheduled for public hearing and general comments. Read the phone numbers: Local is 907-486-3231; Toll Free is 1-855-492-9202. Please ask speakers to: 1. Sign in and state their name for the record. 2. Turn on the microphone before speaking. 3. Address all remarks to the assembly as a body and not to any member thereof. 4. If calling in — turn off any listening devices to prevent feedback. Page 1 of 4 8. AWARDS AND PRESENTATIONS 9. COMMITTEE REPORTS 10. PUBLIC HEARING 11. BOROUGH MANAGER'S REPORT 12. MESSAGES FROM THE BOROUGH MAYOR 13. CONSIDERATION OF CALENDAR - UNFINISHED BUSINESS 14. CONSIDERATION OF CALENDAR - NEW BUSINESS 14.A. CONTRACTS 1. Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lobbying Services Between The Kodiak Island Borough And Hickey And Associates Recommended motion: Move to authorize the Borough Manager to sign Contract No. FY2020-08C amending Contract No. FY2020- 08 for lobbying services between the Kodiak Island Borough and Hickey and Associates. Staff report — Aimee Williams, Borough Manager Assembly discussion. ROLL CALL VOTE ON THE MOTION 14.13. RESOLUTIONS 1. Resolution No. FY2023-20A Amending Resolution No. FY2023-20 To Extend The Sunset Date Of The Health Facilities Advisory Board (HFAB) To June 30, 2025 Recommended motion: Move to adopt Resolution No. FY2023- 20A. Staff report — Aimee Williams, Borough Manager Assembly discussion. ROLL CALL VOTE ON THE MOTION Page 2 of 4 2. Resolution No. FY2024-13 Adopting An Alternative Allocation Method For The FY24 Shared Fisheries Business Tax Program And Certifying That This Allocation Method Fairly Represents The Distribution Of Significant Effects Of Fisheries Business Activity In FMA 13: Kodiak Area Recommended motion: Move to adopt Resolution No. FY2024- 13. Staff report — Aimee Williams, Borough Manager Assembly discussion. ROLL CALL VOTE ON THE MOTION 14.C. ORDINANCES FOR INTRODUCTION 1. Ordinance No. FY2024-04 An Ordinance Of The Assembly Of The Kodiak Island Borough Amending Title 2 Administration And Personnel, Chapter 2.30 Rules Of The Assembly, Section 2.30.080 Order Of Speaking Recommended motion: Move to advance Ordinance No. FY2024-04 to public hearing at the next regular meeting of the Assembly. Staff report — Nova Javier, Borough Clerk Assembly discussion. ROLL CALL VOTE ON THE MOTION 2. Ordinance No. FY2024-11 Amending Title 2 Administration And Personnel, Chapter 100 Boards, Committees, And Commissions Section 2.100.040 Qualifications To Allow Residents To Serve On Various Boards, Committees, And Commissions Recommended motion: Move to advance Ordinance No. FY2024-11 to public hearing at the next regular meeting of the Assembly. Staff report — Scott Arndt, Mayor Assembly discussion. ROLL CALL VOTE ON THE MOTION Page 3 of 4 14.D. OTHER ITEMS 15. CITIZENS' COMMENTS Agenda items not scheduled for public hearing and general comments. Read the phone numbers: Local is 907-486-3231; Toll Free is 1-855-492-9202. Please ask speakers to: 1. Sign in and state their name for the record. 2. Turn on the microphone before speaking. 3. Address all remarks to the assembly as a body and not to any member thereof. 4. If calling in — turn off any listening devices to prevent feedback 16. ASSEMBLY MEMBERS' COMMENTS The next Assembly Work Session is scheduled on Thursday, December 28, 2023, at 6:30 p.m. in the Borough Assembly Chambers. The next Assembly Regular Meeting is scheduled on Thursday, January 4, 2024, at 6:30 p.m. in the Borough Assembly Chambers. The Borough offices will be closed on Monday and Tuesday, December 25 and 26, 2023, in observance of the Holidays. 17. ADJOURNMENT Recommended motion: Move to adjourn the meeting. VOICE VOTE ON MOTION KIBC 2.30.030 A.... Meetings shall adjourn at 10:30 p.m. unless the time is extended by a majority of the votes to which the assembly is entitled. No meeting shall be extended beyond 11 p.m., unless extended by a two-thirds vote of the assembly, except the meeting shall be extended to set the time and place for resumption of the meeting. Page 4 of 4 KODIAK ISLAND BOROUGH ASSEMBLY ROLL CALL SHEET Regular V Special Date: Convened: Recessed: Reconvened: Adjourned: BY: SECOND: L BY: SECOND: *J.A VqV� BY: SECOND, -IJ _ BY: 0 SECOND: J6 6 -� BY: SECOND: 4C/N YES NO YES NO YES NO YES NO Mr. Ames Mr. Ames Mr. Ames Mr. Ames Mr. Ames Mr. Griffin Mr. Griffin Mr. Griffin Mr. Griffin Mr. Griffin Mr. LeDoux . eftux- Mr. Sharratt Mr. Sharratt Mr. Sharratt Mr. Sharratt Mr. Sharratt Mr. Smiley Mr. Smiley Mr. Smiley Mr. Smiley Mr. Smiley Mr. Turner Mr. Turner Mr. Turner Mr. Turner Mr. Turner Mr. Whiteside Mr. Whiteside Mr. Whiteside Mr. Whiteside Mr. Whiteside 'WOULD ANYONE LIKE TO CHANGE THEIR VOTE? WOULD ANYONE LIKE TO CHANGE THEIR VOTE? TOTAL: TOTAL: TOTAL: TOTAL: TOTAL: The mayor may q6t vote except in the case where only six members of the assembly are present and there is a three/three tie vote of the assembly. Mayor ArndtIV � � Mayor Arndt Mayor Arndt Mayor Arndt Mayor ArndtI I Regular `� Special Convened: KODIAK ISLAND BOROUGH ASSEMBLY ROLL CALL SHEET Date: Recessed: Reconvened: Adjourned: V BY: SECOND: .f I� BY: SECONDJ� BY: 95 SECOND: BY: SECOND: BY: SECOND: YES. .NO YES NO VOPYEIS IL YES NO YES NO Mr. Ames V Mr. Ames Mr. Ames Mr. Ames Mr. Ames Mr. Griffin Mr. Griffin Mr. Griffin Mr. Griffin Mr. Griffin Mr. Mr. Sharratt —V Mr. Sharratt Mr. Sharratt Mr. Sharratt Mr. Sharratt Mr. Smiley Mr. Smiley Mr. Smiley Mr. Smiley Mr. Smiley Mr. Turner Mr. Turner V Mr. Turner Mr. Turner Mr. Turner Mr. Whiteside Mr. Whiteside d, Mr. Whiteside Mr. Whiteside Mr. Whiteside 'WOULD ANYONE LIKE TOCHANGE THEIR VOTE? WOULD ANYONE LIKE TO CHANGE THEIR VOTE TOTAL: TOTAL: TOTAL: TOTAL: TOTAL: The mayor ma not vote except in the case where only six members of the assembly are present and there is a three/three tie vote of the assembly. Mayor Arndt Mayor Arndt Mayor Arndt Mayor Arndt . Mayor Arndt ASSEMBLY'S PREROGATIVE IN JUDGING VOTING PROCEDURE Unless the bylaws provide otherwise, the Assembly itself is the judge of all questions arising that are incidental to the voting or the counting of the votes. In an election by ballot, for example, the tellers (p.401, I. 16-21) should refer to the Assembly for decision on all questions on which there is any uncertainty. REQUIRED VOTES FOR MOTIONS • (Motions reauirina 2/3 vote to carry (7 present requires 5 ✓ Reconsideration on the same day ✓ Suspension of rules ✓ Limit of extend debate ✓ Declaring vacancy on the Assembly and Office of the Mayor ✓ Budget Adoption Veto — Override ✓ Extending the adjournment time beyond 11 p.m. Attorney's opinion dated April 6, 2023 Absences do not reduce the vote requirement. Otherwise, if there were only four (4) present, it might mean that 3 votes would approve a motion. The court is more likely to treat it as the number of votes of the fully constituted body, and would only reduce the number of persons were disqualified not just absent. He expected a court to read the voting requirement to include 2/3 of the FULL membership not just those who are in attendance. Majority vote is majority of the membership (quorum) ✓ Point of Order (KIBC 2.30.080) ✓ Previous Question ✓ Recess — not to exceed 20 minutes ✓ Appealing the decision of the chair when it comes to conflict of interest ✓ Extending the adjournment time beyond 10:30 p.m. ✓ Appointing the DPO requires majority ✓ Appointing a Manager (no sooner than one year after leaving Mayor/Assembly office) ✓ Calling a special meeting ✓ The same motion that receives the same outcome two meetings in a row shall not be revisited for six months unless the members by a majority vote agree to do so. KODIAK ISLAND BOROUGH Meeting Type: 4 Date: J Please PRINT your name legibly Phone number ��iah �����v►� gn�'�86-0�2� ori LUb �`� Kodiak Island Borough Assembly Newsletter Vol. FY2024, No. 13 December 22, 2023 At Its Regular Meeting Of December 21, 2023, The Kodiak Island Borough Assembly Took The Following Actions. The Next Regular Meeting Of The Borough Assembly Is Scheduled On January 4, 2024, At 6:30 p.m. In The Borough Assembly Chambers. AUTHORIZED The Borough Manager to sign Contract No. FY2020-08C Amending Contract No. FY2020-08 Agreement For Lobbying Services Between The Kodiak Island Borough And Hickey And Associates ADOPTED Resolution No. FY2023-20A Amending Resolution No. FY2023-20 To Extend The Sunset Date Of The Health Facilities Advisory Board (HFAB) To June 30, 2025 ADOPTED Resolution No. FY2024-13 Adopting An Alternative Allocation Method For The FY24 Shared Fisheries Business Tax Program And Certifying That This Allocation Method Fairly Represents The Distribution Of Significant Effects Of Fisheries Business Activity In FMA 13: Kodiak Area ADVANCED Ordinance No. FY2024-04 An Ordinance Of The Assembly Of The Kodiak Island Borough Amending Title 2 Administration And Personnel, Chapter 2.30 Rules Of The Assembly, Section 2.30.080 Order Of Speaking To Public Hearing At The Next Regular Meeting Of The Assembly ADVANCED Ordinance No. FY2024-11 Amending Title 2 Administration And Personnel, Chapter 100 Boards, Committees, And Commissions Section 2.100.040 Qualifications To Allow Residents To Serve On Various Boards, Committees, And Commissions View our website: Visit our Facebook page: � Follow us on www.kodiakak.us www.facebook.com/KodiakislandBorough Twitter: @KodiakBorough