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2026-03-04 Joint Work Session with KIBSDBoard of Education and Borough Assembly Joint Work Session Wednesday, March 4, 2026 6:30 PM KIBSD Central Office Conference Room F140, 722 Mill Bay Road, Kodiak, Alaska 99615 1. General Meeting Information l.a. Call to Order l.b. Legal Statements 1.c. Alutiiq Land Acknowledgment 1.d. Public Notification of Recording 2. Community Comments 2.a. Community Comments 3. Discussion Items 3.a. FY27 Budget Presentation and Discussion 3.b. Budget Submission Deadline 3.c. Facilities Maintenance Update 3.d. Discussion of Any School Closures 4. Borough Assembly and Board of Education Comments 5. Adjournment Speaker(s): Board President Speaker(s): Board President Speaker(s): Board President Speaker(s): Board President Borough S 60 � fd . � II KIBSD �~ ak Island► p' I 1.4 W,% t A Pm FY27 Financial Overview KIB and KIBSD Joint Work Session March 4, 2026 BUDGET DEVELOPMENT BEGIN FY ANNUAL FINANCIAL AUDIT PROJECTED BUDGET DEVELOPMENT Student Projected Count Enrollment Period FY26 Submitted PRELIMINARY SCHOOL BOARD BUDGET APPROVAL a SCHOOLBOARD SUBMITS BUDGET TO KIB rMAYXJU]N END FY 11i-11. - i-in ,-I Updated 1/27/26 Estimated FY27 Fund Balance KODIAK ISLAND BOROUGH SCHOOL DISTRICT (A Component Unit of the Kodiak Island Borough) Schedule of Compliance - AS 14.17.505 Year Ended June 30, 2025 Total fund balance - General Fund S 10,791,947 less exemptions per 4 AAC 09.60(a): Inventory 262,539 Prepaids 704 Encumbrances 628,199 Impact Aid 2.377,462 Homeschool allotment rollover 20,050 Self-insurance 1,638, 655 Fund balance subject to 10% limitation S 5,864,338 Nonexempt fund balances as a percentage of current year expenditures Fund balance subject to limitations 5.864,338 11.76% Current year expenditures _ 49,858,604 $5,864,338 Committed from Fund Balance for FY26 Budget: • June 16 Adopted FY 26 Budget us of $4,972,353 of fund balance (at $340 BSA) $891,985 Projected Fund Balance (6/16/25) + $521,851 from BSA $700 (Fall Budget Revisions on 11/17). $1,413,836 Projected FY27 Fund Balance (11 /17/25) + $1,255,016 from Hold Harmless and additional INF students (Winter Budget Revisions on 1/26/26). $2,668,852 Projected FY27 Fund Balance (1/26/26) - $682,959 Winter Revisions Expenditures o $105,423 Curriculum and Learning (approved 1/26/26) o $315,000 Maintenance (approved 1/26/26) o $262,536 Child Nutrition (approved 9/15) $1,985,893 Projected FY27 Fund Balance (1/26/26) STATE FOUNDATION FORMULA FY 26 STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 SCHOOL SIZE ADJUSTMENT DISTRICT COST FACTOR SPECIAL NEEDS FACTOR CTE FACTOR INTESIVE NEEDS FACTOR . � a THE SCHOOL SIZE FACTOR TABLE IS USED TO CALCULATE THE ADJUSTED ADM FOR EACH SCHOOL. ADM = 1710 Adjusted ADM = 2193.78 THE DISTRICT'S SCHOOL SIZE ADJUSTED ADM IS MULTIPLIED BY THE DISTRICT COST FACTOR 2193.78 x 1.289 = 2827.78 I SCI[MC[ n THE PREVIOUSLY ADJUSTED ADM IS MULTIPLIED BY 1.20, PROVIDING AN ADDITIONAL 20%. 28278.78 x 1.2= 3393.34 THE PREVIOUSLY ADJUSTED ADM IS MULTIPLIED BY 1.015, PROVIDING AN ADDITIONAL 1.5%. 3393.34 x 1.015 = 3444.24 THE INTENSIVE NEEDS COUNT IS MULTIPLIED BY 13 TO DETERMINE THE FINAL ADJUSTED ADM. 100 X 13= 1300 1300 + 3444.24 = 4744.24 STEP 6 CORRESPONDENCEFACTOR THE DISTRICT'S CORRESPONDENCE COUNT IS ADDED IN AND MULTIPLIED BY .90 241.35 x.9 = 217.22 4744.24 + 217.22 = 4961.46 2 1.17.26 1:40pm KODIAK ISLAND BOROUGH SCHOOL DISTRICT Foundation Formula FY27 PROJECTED W/ 3% DECLINE, HH, AND 100 Working enrollment ADJUSTED SCHOOL ADM 'FORMULA ADM Akhiok 12.0000 39.60 39.60 Chiniak 17.0000 39.60 39.60 Port Lions 30.0000 55.80 + (1.49'(30 - 30)) 55.80 Old Harbor 37.0000 55.80 + (1.49'(37 - 30)) 66.23 Ouzinkie 13.0000 39.60 39.60 East 270.0000 326.10 + (.97'(270 - 250)) 345.50 Main 185.0000 218.10 + (1.08'(185 - 150)) 255.90 Peterson 200.0000 218.10 + (1.08'(200 - 150)) 272.10 KMS 360.0000 326.10 + (.97•(360 - 250)) 432.80 KHS 490.0000 471.6 + (,92'(490 - 400)) 554A0 Local ADM 1,614.0000 ---------------------> 2,10L53 Correspondence 240.0000 2,255.25 1,854.0000 District Cost Factor(Cost factor in specific to each school Total After Adjustment for District Cost Factor district range from i 2,907.02 * Special Needs Factor (Voc ed, Sped (excuding Intensives, Total After Adjustment for Special Needs Factor GT, BIGUItrual) i 3488.42 * Vocational Education Factor (Vocational for students 7-12) Total After Adjustment for Voc Ed Funding Factor 1.015 3,540.75 Required Local Effort (.00265 mills x FY24 Full Values) $6,850,865 Full Values $2,585,231,925 Impact Aid 2,507,942 Impact Aid Percentage Local required/local budget 46.38 Deductible Impact Aid Impact Aid'.9 ` x % $1,222,471 Formula+school size 10-19.99 uses flat 39.60 ADM 25,865,52 3 1.17.26 1:40pm KODIAK ISLAND BOROUGH SCHOOL DISTRICT Borough Revenue Cap Estimate Required and Maximum Local Contribution Estimates FY27 PROJECTED W/ 3% DECLINE, HH, AND 100 Estimated Required Local Contribution Options (The Lesser of the Following Two) A. Full Tax Value x 2.65 Mills $2,585,231,925 x.00265 '::��85;0,;86;5 or B. Basic Need PY Basic Need x .45% 31.686,638 x 45% = $14,258,987 Estimated Additional Allowable Local Contribution Options ( The Greater of the Following Two) or B..002 of Tax Base = $2,585,231,925 x .002 = $5,170,464 Estimated Maximum Local Contribution Allowable (The Sum of the Following Two) Required Local Contribution $6,850,865 + Additional Allowable Local $ 7,764,538 KIB Support $ 14,615,403 Percentage of Maximum 100.00% Amount Below Cap $0 Prior Year Support $ 12,979,556 FY27 PROJECTED REVENUE FY27 W/ 3% DECLINE AND 100 INF LOCAL REVENUE SOURCES: Annual Appropriation/InKind $ 14,615,403.00 In -kind Services Use of Facilities $ 20,000.00 Academic Athletic Fees $ 70,000.00 Village Rent $ 6,000.00 Other & Grant Local Revenue E-Rate Reimbursements $ 2,000,000.00 Sub -total Local Sources $ 16,711,403.00 STATE SOURCES: Foundation $ 25,604,619.00 One Time State Grant money $ State Military Contract $ 879,582.00 PFD Raffle 8,000.00 Quality Schools $ 80,908.00 TRS On Behalf $ 3,157,900.00 PIERS On Behalf $ 676,000.00 Sub -total State Sources $ 30,407,009.00 FEDERAL SOURCES: Impact Aid -Military (thru State) $ 2,200,000.00 Impact Aid -Military Spec Ed (thru State) $ 35,000.00 Department of Defense $ 165,000.00 Impact Aid -Direct $ 25,000.00 Sub -total Federal Sources $ 2,425,000.00 LOCAL -STATE -FEDERAL REVENUE $ 49,543,412.00 OTHER SOURCES: Indirect Cost Factor $ 180,000.00 Use of fund balance $ - Sub -total Other Sources $ 180,000.00 TOTAL REVENUE $ 49,723,412.00 Expenditures Difference between Rev and Exp $ 50, 542,168.35 $ (818,756.3S) PROJECTED EXPENDITURES FY27 Account Number Description FY27 as of 1.31.2026 +� FY27 as of 3.4.2026 100000000 0000 310-0000 CERTIFIED SALARIES $ 16,697,104.27 $ (1,116,918.13) $ 15,580,186.14 100 000 000 0000.320-0000 CLASSIFIED WAGES $ 8,753,154.21 $ (332,408.90) $ 8,420,745.31 100000000 0000.330-0000 CLASSIFIED. TEA $ 150,000.00 $ $ 150,000.00 100000000 0000.340 0000 CLASSIFIED. OVERTIME $ 80,000.00 $ $ 80,000.00 100000000 0000.360 0000 EMPLOYEE BENEFITS $ 17,648,233.63 $ (1,119,530.58) $ 16,528,703.05 100 000 000 0000.380 0000 HOUSING ALLOWAl10E $ 100,000.00 $ $ 100,000.00 100 000 000 0000 390 0000 TRAfJSPORTATIOI J ALLOWAl10E $ 66,000.00 $ $ 66.000.00 Sub -Total Personnel $ 43,494,492.11 $ (2,568,857.61) $ 40,925,634.50 100 000 000 0000A10 0000 PROF'L/TECHIJICAL SERVICES $ 757,107.00 $ (150,000.00) $ 607,107.00 100.000 000 0000A20 0000 STAFF TRAVEL $ 210,449.00 $ (40,000.00) $ 170,449.00 100.000 000 0000.425 0000 STUDENT TRAVEL $ 411,683.85 $ $ 411,683.85 100.000.000 0000.430 0000 UTILITIES/ENERGY $ 4,591,374.00 $ $ 4,591,374.00 100.000 000 0000.440 0000 OTHER PURCHASED SERVICES $ 1,251,733.00 $ $ 1,251,733.00 100.000 000 0000.450 0000 SUPPLIES/MEDIA/MATERIALS $ 1,959,370.00 $ (104,000.00) $ 1,855,370.00 100.000.000 0000.490 0000 OTHER EXPENSES $ 78,817.00 $ $ 78,817.00 100.000.000 0000 510 0000 EQUIPMENT $ _ $ $ 100 000 000 0000 550 0000 TRANSFERS TO OTHER FUNDS $ 650,000.00 $ $ 650,000.00 Sub -total Non Personnel $ 9,910,533.85 $ (294,000.00) $ 9,616,533.85 Total Expense $ 53,405,025.96 $ (2,862,857.61) $ 50,542,168.35 FY27 - FY29 Additions: +.5 FTE AKTeach Teacher: $50,000 (Salary and Benefits) +$50,000 to Curriculum Supplies +$300,000 to Maintenance Supplies Total: $500,000.00 'Assumption 4% Insurance Increase "Ongoing Tech Refresh Conversations Collaborative Two -Year Plan for Balancing the Budget (2027-2028) Fiscal Year 2026 Budget Advisory Committee: (Establish in March 2026) Goal: Identify and explore options for stability for KIBSD over time • Plan for the likelihood of at least one school closure in FY 28. • Set dates for meetings, beginning in April 2026 • Determine and publish agendas to guide discussions • Set dates for Community Town Hall meetings Contingency Cuts FY 27 • 10%Activities 90,000 • 1 FTE Maintenance 123,000 • Prov Mental Health 100,000 • School Psych (2"d one) 145,652 • Aide IV (additional 3) 168,294 • 1 FTE Nurse 159,000 • Auditorium Director 151,000 • Pool Cost 100,000 • Other positions as identified. ----- 1,036,946 Fiscal Year 2027 FY 27 Cuts without School Closure HR Director 212,930 Fed Prog Director 188,661 GT Teacher Special Ed Teacher CFO Secretary Prov Mental Health (0.5) Adjust HR Sup to Coord Adjust 12 mo to 11 mo Adjust Dir pay to Princ Alternative Ed (0.5) School Psych (1.0) Elementary Coach (1.0) 0.5 nurse 0.5 Secondary Counseling Aide IV (7 FTE) 2 FTE Secondary 3 FTE elementary Line 420 Staff Travel Legal (intl visas) Night Custodians (2) Non personnel 121,304 128,676 147,802 100,000 24,701 77,345 7,015 77,008 145,652 159,998 70,000 62,400 392,687 214,729 311,770 40,000 50,000 79,389 104,000 2,716,067 Fiscal Year 2028 FY 28 Plan School Closure Options (from Budget Advisory Committee) A. Close Main B. Close Peterson C. Close Main AND Peterson Identified Reconfiguration Parameters • 8-12 at the High School • ? Information Needs - preliminary • Busing options/changes/routes • School start times • After school sports (start/end time) • (4-day week?) Info Still Needed — FY 27 • Support from City for Pool (100,000?) • Support from KANA for nurses? • Support from City for Auditorium Dir •? February 9, 2026 FY27 PROJECTED REVENUE FY27 W/ 3% DECLINE AND 100 INF LOCAL REVENUE SOURCES: Annual Appropriation/InKind $ 14,615,403.00 In -kind Services Use of Facilities $ 20,000.00 Academic Athletic Fees $ 70,000.00 Village Rent $ 6,000.00 Other & Grant Local Revenue E-Rate Reimbursements $ 2,000,000.00 Sub -total Local Sources $ 16,711,403.00 STATE SOURCES: Foundation $ 25,604,619.00 One Time State Grant money $ - State Military Contract $ 879,582.00 PFD Raffle $ 8,000.00 Quality Schools $ 80,908.00 TRS On Behalf $ 3,157,900.00 PERS On Behalf $ 676,000.00 Sub -total State Sources $ 30,407,009.00 FEDERAL SOURCES: Impact Aid -Military (thru State) $ 2,200,000.00 Impact Aid -Military Spec Ed (thru State) $ 35,000.00 Department of Defense $ 165,000.00 Impact Aid -Direct $ 25,000.00 Sub -total Federal Sources $ 2,425,000.00 LOCAL -STATE -FEDERAL REVENUE $ 49,543,412.00 OTHER SOURCES: Indirect Cost Factor $ 180,000.00 Use of fund balance $ - Sub -total Other Sources $ 180,000.00 TOTAL REVENUE $ 49,723,412.00 Expenditures $ 50,542,168.35 Difference between Rev and Exp $ (818,756.35) Updated 2/26/2026 at 1:27 PM PROJECTED EXPENDITURES FY27 Account Number Description FY27 as of 1.31.2026 FY27 as of+i- 3.4.2026 100.000.000.0000.310.0000 CERTIFIED. SALARIES $ 16,697,104.27 $ (1,116,918.13) $ 15,580,186.14 100. 000. 00 0. 0000. 32 0. 0000 CLASSIFIED WAGES $ 8,753,154.21 $ (332,408.90) $ 8,420,745.31 100.000.000.0000.330.0000 CLASSIFIED, TEA $ 150,000.00 $ - $ 150,000.00 100.000.000.0000.340.0000 CLASSIFIED, OVERTIME $ 80,000.00 $ - $ 80,000.00 100.000.000.0000.360.0000 EMPLOYEE BENEFITS $ 17,648,233.63 $ (1,119,530.58) $ 16,528,703.05 100.000.000.0000.380.0000 HOUSING ALLOWANCE $ 100,000.00 $ - $ 100,000.00 100.000.000.0000.390.0000 TRANSPORTATION ALLOWANCE $ 66,000.00 $ - $ 66,000.00 Sub -Total Personnel $ 43,494,492.11 $ (2,568,857.61) $ 40,925,634.50 100.000.000.0000.410.0000 PROF'L/TECHNICAL SERVICES $ 757,107.00 $ (150,000.00) $ 607,107.00 100.000.000.0000.420.0000 STAFF TRAVEL $ 210,449.00 $ (40,000.00) $ 170,449.00 100. 000. 00 0. 0000.42 5. 0000 STUDENT TRAVEL $ 411,683.85 $ - $ 411,683.85 100.000.000.0000.430.0000 UTILITIES/ENERGY $ 4,591,374.00 $ - $ 4,591,374.00 100.000.000.0000.440.0000 OTHER PURCHASED SERVICES $ 1,251,733.00 $ - $ 1,251,733.00 100.000.000.0000.450.0000 SUPPLIES/MEDIA/MATERIALS $ 1,959,370.00 $ (104,000.00) $ 1,855,370.00 100.000.000.0000.490.0000 OTHER EXPENSES $ 78,817.00 $ - $ 78,817.00 100.000.000.0000.510.0000 EQUIPMENT $ _ $ _ $ _ 100.000.000.0000.550.0000 TRANSFERS TO OTHER FUNDS $ 650,000.00 $ - $ 650,000.00 Sub -total Non Personnel $ 9,910,533.85 $ (294,000.00) $ 9,616,533.85 Total Expense $ 53,405,025.96 $ (2,862,857.61) $ 50,542,168.35 FY27 - FY29 Additions: +.5 FTE AKTeach Teacher: $50,000 (Salary and Benefits) +$50,000 to Curriculum Supplies +$300,000 to Maintenance Supplies Total: $500,000.00 *Assumption 4% Insurance Increase **Ongoing Tech Refresh Conversations Updated 2/26/2026 at 1:28 PM 2 KODIAK ISLAND BOROUGH SCHOOL DISTRICT Foundation Formula FY27 PROJECTED W/ 3% DECLINE, HH, AND 100 Working enrollment SCHOOL ADM *FORMULA Akhiok 12.0000 39.60 C h i n iak 17.0000 39.60 Port Lions 30.0000 55.80 + (1.49*(30 - 30)) Old Harbor 37.0000 55.80 + (1.49*(37 - 30)) Ouzinkie 13.0000 39.60 East 270.0000 326.10 + (.97*(270 - 250)) Main 185.0000 218.10 + (1.08*(185 - 150)) Peterson 200.0000 218.10 + (1.08*(200 - 150)) KMS 360.0000 326.10 + (.97*(360 - 250)) KHS 490.0000 471.6 + (.92*(490 - 400)) Local ADM 1,614.0000 ---------------------> Correspondence 240.0000 1,854.0000 1.17.26 1:40pm ADJUSTED ADM 39.60 39.60 55.80 66.23 39.60 345.50 255.90 272.10 432.80 554.40 2,101.53 2,255.25 Total After Adjustment for District Cost Factor 2,907.02 . 00 Total After Adjustment for Special Needs Factor 3488.42 * Vocational Education Factor (Vocational for students 7-12) 1.015 Total After Adjustment for Voc Ed Funding Factor 3,540.75 + Special Education Intensive Fac 00 00 Adjusted Students + Special Educai 0 4,840.75 Total District Adjusted ADM 5,056.75 Required Local Effort (.00265 mills x FY24 Full Values) Full Values Impact Aid Impact Aid Percentage Local required/local budget Deductible Impact Aid Impact Aid *.9 * x% * Formula+school size 10-19.99 uses flat 39.60 ADM = Basic Need $2,585,231,925 $33,677,955 $6,850,865 2,507,942 46.38% $1,222,471 Updated at 3 1.17.26 1:40pm KODIAK ISLAND BOROUGH SCHOOL DISTRICT Borough Revenue Cap Estimate Required and Maximum Local Contribution Estimates FY27 PROJECTED W/ 3% DECLINE, HH, AND 100 Estimated Required Local Contribution Options (The Lesser of the Following Two) or B. Basic Need PY Basic Need x .45% 31,686,638 x 45% = Estimated Additional Allowable Local Contribution Options ( The Greater of the Following Two) or B..002 of Tax Base = $2,585,231,925 x .002 = Estimated Maximum Local Contribution Allowable (The Sum of the Following Two) Required Local Contribution $6,850,865 + Additional Allowable Local $ 7,764,538 $14,258,987 $5,170,464 KIB Support $ 14,615,403 Percentage of Maximum 100.00% Amount Below Cap $0 Prior Year Support $ 12,979,556 Updated at 5 KODIAK ISLAND BOROUGH SCHOOL DISTRICT Foundation Formula FY28 PROJECTED W/ 3% DECLINE, HH, AND 100 Working enrollment 1.17.26 1:40pm ADJUSTED SCHOOL ADM *FORMULA ADM Akhiok 12.0000 39.60 39.60 C h i n iak 17.0000 39.60 39.60 Port Lions 30.0000 55.80 + (1.49*(30 - 30)) 55.80 Old Harbor 37.0000 55.80 + (1.49*(37 - 30)) 66.23 Ouzinkie 13.0000 39.60 39.60 East 259.0000 326.10 + (.97*(259 - 250)) 334.83 Main 177.0000 218.10 + (1.08*(177 - 150)) 247.26 Peterson 200.0000 218.10 + (1.08*(200 - 150)) 272.10 KMS 345.0000 326.10 + (.97*(345 - 250)) 418.25 KHS 469.0000 471.6 + (.92*(469 - 400)) 535.08 Local ADM 1,559.0000 ---------------------> 2,048.35 Correspondence 240.0000 2,138.50 1,799.0000 Cost Factor(Cost factor in specific to schoolDistrict each iii Total After Adjustment for District Cost Factor 2,756.53 * Special Needs Factor (Voc ed, Sped (excuding Intensives, GT, Bicultrual) 00 Total After Adjustment for Special Needs Factor 3307.84 * Vocational Education Factor (Vocational for students 7-12) 1.015 Total After Adjustment for Voc Ed Funding Factor 3,357.46 + Special Education Intensive Fac 00 00 Adjusted Students + Special Educai 0 4,657.46 Total District Adjusted ADM 4,873.46 Required Local Effort (.00265 mills x FY25 Full Values) Full Values Impact Aid Impact Aid Percentage Local required/local budget Deductible Impact Aid Impact Aid *.9 * x% * Formula+school size 10-19.99 uses flat 39.60 ADM = Basic Need $2,585,231,925 $32,457,244 $6,850,865 2,507,942 47.28% $1,222,471 Updated at lei 1.17.26 1:40pm KODIAK ISLAND BOROUGH SCHOOL DISTRICT Borough Revenue Cap Estimate Required and Maximum Local Contribution Estimates FY28 PROJECTED W/ 3% DECLINE, HH, AND 100 Estimated Required Local Contribution Options (The Lesser of the Following Two) or B. Basic Need PY Basic Need x .45% 31,686,638 x 45% = Estimated Additional Allowable Local Contribution Options ( The Greater of the Following Two) or B..002 of Tax Base = $2,585,231,925 x .002 = Estimated Maximum Local Contribution Allowable (The Sum of the Following Two) Required Local Contribution $6,850,865 + Additional Allowable Local $ 7,483,100 $14,258,987 $5,170,464 KIB Support $ 14,333,965 Percentage of Maximum 100.00% Amount Below Cap $0 FY26 KIB Suport $ 12,979,556 Updated at 8 KODIAK ISLAND BOROUGH SCHOOL DISTRICT Foundation Formula FY29 PROJECTED W/ 3% DECLINE, HH, AND 100 Working enrollment SCHOOL ADM *FORMULA Akhiok 12.0000 39.60 C h i n iak 17.0000 39.60 Port Lions 30.0000 55.80 + (1.49*(30 - 30)) Old Harbor 37.0000 55.80 + (1.49*(37 - 30)) Ouzinkie 13.0000 39.60 East 248.0000 326.10 + (.97*(248 - 250)) Main 169.0000 218.10 + (1.08*(169 - 150)) Peterson 200.0000 218.10 + (1.08*(200 - 150)) KMS 330.0000 326.10 + (.97*(330 - 250)) KHS 449.0000 471.6 + (.92*(449 - 400)) Local ADM 1,505.0000 ---------------------> Correspondence 240.0000 1,745.0000 1.17.26 1:40pm ADJUSTED ADM 39.60 39.60 55.80 66.23 39.60 323.94 238.62 272.10 403.70 516.68 1,995.87 Total After Adjustment for District Cost Factor 2,572.68 . 00 Total After Adjustment for Special Needs Factor 3087.22 * Vocational Education Factor (Vocational for students 7-12) 1.015 Total After Adjustment for Voc Ed Funding Factor 3,133.53 + Special Education Intensive Fac 00 00 Adjusted Students + Special Educai 0 4,433.53 Total District Adjusted ADM 4,649.53 Required Local Effort (.00265 mills x FY25 Full Values) Full Values Impact Aid Impact Aid Percentage Local required/local budget Deductible Impact Aid Impact Aid *.9 * x% * Formula+school size 10-19.99 uses flat 39.60 ADM = Basic Need $2,585,231,925 $30,965,870 $6,850,865 2,507,942 48.43% $1,222,471 Updated at W 1.17.26 1:40pm KODIAK ISLAND BOROUGH SCHOOL DISTRICT Borough Revenue Cap Estimate Required and Maximum Local Contribution Estimates FY29 PROJECTED W/ 3% DECLINE, HH, AND 100 Estimated Required Local Contribution Options (The Lesser of the Following Two) or B. Basic Need PY Basic Need x .45% 31,686,638 x 45% = $14,258,987 Estimated Additional Allowable Local Contribution Options ( The Greater of the Following Two) A. % of Basic Need 31,040,262 or B..002 of Tax Base = $2,585,231,925 x .002 = $5,170,464 Estimated Maximum Local Contribution Allowable (The Sum of the Following Two) Required Local Contribution $6,850,865 + Additional Allowable Local $ 7,139,260 KIB Support $ 13,990,125 Percentage of Maximum 100.00% Amount Below Cap $0 FY26 KIB Suport $ 12,979,556 Updated at Updated 1/27/26 Estimated FY27 Fund Balance KODIAK ISLAND BOROUGH SCHOOL DISTRICT (A Component Unit of the Kodiak Island Borough) Schedule of Compliance - AS 14.17.505 Year Ended June 30. 2025 Total fund balance - General Fund 5 10,791.947 less exemptions per 4 AAC 09.60(a): Inventory 262.539 Prepaids 704 Encumbrances 628,199 Impact Aid 2,377,462 Homeschool allotment rollover 20,050 Self-insurance 1,638,655 Fund balance subject to 10%limitation S 5.864,338 Nonexempt fund balances as a percentage of current year expenditures Fund balance subject to limitations 1 5,864,338 11.76% Current year expenditures 49,858,604 $5,864,338 Committed from Fund Balance for FY26 Budget: • June 16 Adopted FY 26 Budget us of $4,972,353 of fund balance (at $340 BSA) $891,985 Projected Fund Balance (6/16/25) + $521,851 from BSA $700 (Fall Budget Revisions on 11 /17). $1,413,836 Projected FY27 Fund Balance (11/17/25) + $1,255,016 from Hold Harmless and additional 3 INF students (Winter Budget Revisions on 1/26/26). $2,668,852 Projected FY27 Fund Balance (1/26/26) - $682,959 Winter Revisions Expenditures o $105,423 Curriculum and Learning (approved 1/26/26) o $315,000 Maintenance (approved 1/26/26) o $262,536 Child Nutrition (approved 9/15) $1,985,893 Projected FY27 Fund Balance (1/26/26) Collaborative Two -Year Plan for Balancing the Budget (2027-2028) Fiscal Year 2026 Budget Advisory Committee: (Establish in March 2026) Goal: Identify and explore options for stability for KIBSD over time • Plan for the likelihood of at least one school closure in FY 28. • Set dates for meetings, beginning in April 2026 • Determine and publish agendas to guide discussions • Set dates for Community Town Hall meetings Contingency Cuts FY 27 • 10%Activities 90,000 • 1 FTE Maintenance 123,000 • Prov Mental Health 100,000 • School Psych (2nd one) 145,652 • Aide IV (additional 3) 168,294 • 1 FTE Nurse 159,000 • Auditorium Director 151,000 • Pool Cost 100,000 . Other positions as identified. ----- 1,036,946 Fiscal Year 2027 FY 27 Cuts without School Closure HR Director 212,930 Fed Prog Director 188,661 GT Teacher 121,304 Special Ed Teacher 128,676 CFO Secretary 147,802 Prov Mental Health (0.5) 100,000 Adjust HR Sup to Coord 24,701 Adjust 12 mo to 11 mo 77,345 Adjust Dir pay to Princ Alternative Ed (0.5) School Psych (1.0) Elementary Coach (1.0) 0.5 nurse 0.5 Secondary Counseling Aide IV (7 FTE) 2 FTE Secondary 3 FTE elementary Line 420 Staff Travel Legal (intl visas) Night Custodians (2) Non personnel 7,015 77,008 145,652 159,998 70,000 62,400 392,687 214,729 311,770 40,000 50,000 79,389 104,000 2,716,067 Fiscal Year 2028 FY 28 Plan School Closure Options (from Budget Advisory Committee) A. Close Main B. Close Peterson C. Close Main AND Peterson Identified Reconfiguration Parameters • 8-12 at the High School Information Needs - preliminary • Busing options/changes/routes • School start times • After school sports (start/end time) • (4-day week?) Info Still Needed — FY 27 • Support from City for Pool (100,000?) • Support from KANA for nurses? • Support from City for Auditorium Dir • ? 2/9/26 KIB Maintenance Annual Operations Summary — Calendar Year [2025] �r - KODIAK ISLAND BOROUGH Purpose & Overview The Kodiak Island Borough Maintenance team is responsible for the upkeep, safety, and appearance of public facilities, infrastructure, and borough assets throughout the year. This presentation provides an overview of departmental operations for the calendar year, including staffing resources and a data -driven summary of completed work, service levels, and operational trends based on dashboard reporting. Department Staffing Overview Workforce Composition 4 Full -Time Employees Responsible for core maintenance operations Skilled trades, inspections, and preventive maintenance 2 Temporary Laborers Seasonal and peak -workload support Grounds, cleanup, and special projects Total Staff Count: Staffing fluctuated between 3-6 employees during the reporting period ashboard=Dr*iven Slides (Each of the following slides pulls directly from our dashboard metrics) *Key consideration would be the increased monitoring of key metrics in August 2025, Land the addition of North Star to the K/B Maintenance responsibility. Created vs. Completed Work Orders For this reporting period, 4,495 out of 4,565 work orders were completed, resulting in a 98.5% completion rate. Please note the sharp increase in work orders generated beginning in August 2025. 200 180 160 140 120 — 100 80 60 — 40 20 0 �o l`p Created vs. Completed 4,565 41495 Created Completed 98.5% Percent Completed Work Orders by Type Kodiak Island Borough Maintenance addresses three types of maintenance: preventive (planned), reactive (unplanned), and other, which focuses on outliers typically driven by operational needs. For 2025, the team completed: 3,799 preventive 739 reactive 27 other 200 — 180 — ,60 - ,a0 - 120 — 100 80 60 40 20 0 3,799 739 Reactive Work Orders by Type 27 IN10 83.7 % 83.7 % Work Orders by Priority Kodiak Island Borough Maintenance addresses four types of work order priorities: high, medium, low, and no priority for work orders that are not labeled. Priorities are determined based on operational impacts. For 2025, the team completed: 2,182 High 1,923 Medium 196 Low 264 None 264 1,923 Medium 196 2,182 Priority %b_ d L, [' On Time vs. Overdue Kodiak Island Borough Maintenance tracks on -time versus overdue work order completions. For 2025, the team achieved a 56.3% on -time completion rate. This is a metric that the new Facilities Maintenance Coordinator is actively working to improve. On Time vs. Overdue Non -Repeating Work Orders On Time Repeating Work Orders On Time 2.468 1,917 rl'vrrdUr MV70.9% 53.9% 56.3 % 19.1 % of Created Non -Repeating Work Orders don't have a due date. Time vs. Cost Reporting Kodiak Island Borough Maintenance tracks employee time for work orders as a key metric to determine overall operational and facility costs. For 2025, the team reported $64,445 in total costs associated with employee time. However, this was not a required metric prior to August 2025, so we expect this number to increase significantly in 2026. Time vs. Cost Reports s64,445 Total Reported Cost Spent S9.Ok S8.Ok S7.Ok S6.Ok S5.Ok S4.Ok S3.Ok S2.Ok - S1.Ok - $0.0—T� r—�——— r > > boas �co`'s 0 s s Time vs. Cost Reporting Kodiak Island Borough Maintenance tracks employee time for work orders as a key metric to determine overall operational and facility costs. For 2025, the team reported 1,551 hours of employee work time. However, this was not a required metric prior to August 2025, so we expect this number to increase significantly in 2026. 20h Tlme vs. Cost Reports 19551 h Total Reported Time Spent Oh N- a 0" !Q �j Codi Allen Project Manager/Inspector Callen@Kodiakak.us KIB Project Management Project Forecast CY2026-27 �r - KODIAK ISLAND BOROUGH Purpose & Overview The Kodiak Island Borough Projects Office is responsible for the planning, coordination, and oversight of capital improvement projects, major maintenance initiatives, and small-scale construction efforts involving Borough -owned facilities, infrastructure, and properties. Through effective project management and collaboration with other Borough departments, contractors, and community partners, the Projects Office works to protect public assets, extend the service life of facilities and infrastructure, and support the long-term operational and strategic goals of the Kodiak Island Borough. Department Staffing Overview Workforce Composition 2 Full -Time Employees The Office manages projects from initial concept and scoping through design, procurement, construction, and close-out, ensuring that all work is completed in accordance with Borough policies, applicable codes and regulations, adopted budgets, and established timelines. Responsibilities include project planning and budgeting support, contractor coordination, grant and funding compliance, stakeholder communication, and quality assurance. ashboard=Dr*iven Slides (Each of the following slides pulls directly from our dashboard metrics) * Note: These amounts are provided for illustrative purposes Actual expenditures may vary based on project prioritization, funding availability, procurement timelines, permitting requirements, and other implementation factors. Project Count by Category Projects are divided into four main categories representing Borough -owned assets and primary locations based on internal funding practices. These include: • Kodiak Island Borough Buildings and Grounds • Kodiak Island Borough School District (School Projects) • Landfill (including Leachate Treatment Plant and Baler Facilities) • Kodiak Island Fisheries Research Center The Projects Office is currently managing 22 active projects. 4 (18.18%) 5 (45.45%) Category *Kodiak Island Borough Bu... *School Projects • Landfill • KFRC Sum of Total ROM by Category The Rough Order of Magnitude (ROM) costs for the overall project costs in each category are as follows: Kodiak Island Borough Buildings and Grounds — $6.8 million Kodiak Island Borough School District (School Projects) — $3.3 million Landfill (including Leachate Treatment Plant and Baler Facilities) — $0.5 million Kodiak Island Fisheries Research Center — $1.2 million Sum of all projects: $11,753,755.85* * Note: This amount is provided for illustrative purposes only and assumes that all identified projects —regardless of their current stage of planning, design, or development —would be fully executed within the current calendar year. Actual expenditures may vary based on project prioritization, funding availability, procurement timelines, permitting requirements, and other implementation factors. O U Kodiak Island Borough B... School Projects $3.3M KFRC - $1.21M Landfill I $0.5h9 S-)NA S4%' Sum of Total ROM W.1 SUM Current Projects for CY2026-CY2028 Category •KFRC *Kodiak Island Borough Building and Grounds •Landfill *School Projects Mental Health Building Demo EAST ELEMENTARY ROOF REPLACEMENT— 65% NORTH STAR ROOF & SKYLIGHT REPLACEMENT — 95% Ozone and Decontamination System Replacement $0.90M PKIMC & KMS ELEVATOR MODERNIZATION — Construct... $0.72M KARLUK FUEL SPILL ADEC CLOSEOUT —Task One 90% $0.61 M PKIMC LONG TERM CARE FUEL SPILL ADEC WORKPLA... SO.46M SARGENT CREEK PLAYGROUND UPGRADES - Investigat... $0.27M POOL SMALL DESTRUCTIVE TESTING PROJECT — IN DE... SO.26M ar LANDFILL SCALE SHACK PLATFORM REPLACEMENT — C... SO.25M KFRC Seawater Pump Replacements 50.24M ; o PORT LIONS EMERGENCY FIRE ALARM PANEL — Awaitin... 40.18M a LANDFILL CONTAMINATED SOIL— Planning $0.17M KIB MILL BAY STAIR REPLACEMENT — Submittal Stage S0.13M ANNEX [Red Crpss] Builidn UST Removal- In Design $0.10M WBFD GARAGE DOOR REPAIRS —Complete � S0.05M KFRC Research Court Lift Station Pumps $0.04M LANDFILL USED OIL BURNER REPLACEMENT PROJECT... — S0.04M NORTHSTAR BOILER GUN REPLACEMENT PROJECT— A... — S0.04M KIB MAIN BLDG ROOF WARRANTY REPAIRS — Awaiting ... $0.03M LANDFILL GARAGE DOORS UPGRATE PROJECT— COMP... S0.02M PORT LIONS SCHOOL PAINTING — 35% $0.02M MOM $0.51-:1 S1.0M $1.5M $2.OM S2.5P.' Sum of Total ROM The projects listed are presented without regard to priority or sequence. The Rough Order of Magnitude (ROM) cost estimates reflect the best available information at the current stage of project planning or development and are intended for preliminary budgeting purposes only. As project scopes are further defined and design advances, more detailed and refined cost estimates will be - developed to improve accuracy and support funding and implementation decisions. Codi Allen Project Manager/Inspector Callen@Kodiakak.us fi� 5orough Sc Ala �'°o � jd. KIBSD LO("-C?,k Island, A iw ^-7-4-. I Pm Maintenance Report February 25, 2026 MISSION Safe, comfortable instructional spaces for students and teachers Preventative Maintenance Partnership with the Borough North Star handover Peterson roof Chiniak Exterior Painting Middle School elevator Pool Assessment Port Lions fire alarm system Snow removal coordination Parking Lot maintenance/striping Food Services Cold Storage High School Parking Lot Lighting Pool Circulation VFD Port Lions heating valves/re-pipe Chiniak heating loop repairs Port Lions Exterior Painting Rural schools fire alarms East Elementary Roof FY26 YTD Maintenance Costs $ 90,000.00 $ 80,000.00 $ 70,000.00 $ 60,000.00 $ 50,000.00 $ 40,000.00 $ 30,000.00 $ 20,000.00 $ 10,000.00 Middle Maintenance High Schol Pool Akhiok Ouzinkie Vehcicles East Petreson Port Lions Old Harbor Main School Shop Elementary Elementary Chiniak Central Office Auditorium North Star Kodiak Island Borough School District BOARD OF EDUCATION & Kodiak Island Borough Assemble Joint Work Session March 4, 2026, 6:30 F140 Conference Room All attendees: Please PRINT your name so that we may spell it correctly in the minutes. The information below is being collected as a requirement of the State of Alaska Dept. of Education. Printed Name Primary Role School of Primary Interest Ef Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member Cj' North Star Elem. ❑ Rural Schools ❑ Staff t Peterson Elem. ❑ AKTeach ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ZL ❑ Staff ❑ Peterson Elem. ❑ AKTeach ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ❑ Staff ❑ Peterson Elem. ❑ AKTeach _ ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ❑ Staff ❑ Peterson Elem. ❑ AKTcach ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ❑ Staff ❑ Peterson Elem. ❑ AKTeach ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ❑ Staff ❑ Peterson Elem. ❑ AKTeach ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ❑ Staff ❑ Peterson Elem. ❑ AKTeach ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ❑ Staff ❑ Peterson Elem. ❑ AKTeach ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ❑ Staff ❑ Peterson Elem. ❑ AKTeach ❑ Parent ❑ East Elem. ❑ Kodiak Middle School ❑ Student ❑ Main Elem. ❑ Kodiak High School ❑ Community Member ❑ North Star Elem. ❑ Rural Schools ❑ Staff 0 Peterson Elem. ❑ AKTeach