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2026-04-09 Work SessionKodiak Island Borough Assembly Work Session Assembly Chambers Thursday, April 9, 2026, 6:30 p.m. Work Sessions are informal meetings of the Assembly where members review forthcoming programs of the borough, receive progress reports on current program or projects or receive other similar information from the manager. All discussions and conclusions are informal and there are no official actions taken. The Assembly also review the upcoming regular meeting agenda packet and request and/or receive information from staff. This work session is open to the public and will be broadcast on the Borough's YouTube Channel. Meeting packets are available online. Any public documents related to the agenda that are received and shared with elected officials after the initial agenda packet has been released will be included in the Supplemental Materials section below. The deadline for releasing supplemental materials is noon on the day of the meeting. Page 1. CITIZENS' COMMENTS 1-907-486-3231 or Toll Free 1-855-492-9202 (Limited To Three Minutes Per Speaker) 2. MANAGER'S COMMENTS a 2026-04-09 Borough Manager's Report 3. AGENDA ITEMS HMO a. Presentation Of The Providence Community Health Needs 10 Assessment By Dr. John Loomis Agenda Item Report - Pdf b. FY2027 Budget Discussions For Select General Funds 11 - 23 Departments Agenda Item Report - Pdf C. Discuss Property Disposals (Island Lake Property And Property 24 - 31 Between Beaver Lake Drive And Selief Lane, Along With The Beaver Lake Drive 2) Agenda Item Report - Pdf d. Discuss The Possibility Of Implementing Marijuana Sales Excise 32 - 34 Tax Agenda Item Report - Pdf 4. PACKET REVIEW The DRAFT regular meeting packet is available online at Kodiak Island Borough - Page 1 of 44 Meeting Type List (civicweb.net). • Bayside Fire Department Swearing -In Ceremony • Presentation Of Certificates To The Citizens Academy Graduates • Proclamation Declaring The Month Of April 2026 Sexual Assault Awareness Month PUBLIC HEARING • Ordinance No. FY2026-01A, Amending Ordinance No. FY2026-01, Fiscal Year 2026 Budget, By Amending Budgets To Account For Various Revenues That Are Over Budget, Providing For Additional Expenditures, And Moving Funds Between Projects • Ordinance No. FY2026-23, Accepting And Appropriating Funds From The 2020 Prince William Sound Pink And Coho Salmon Fisheries Disaster Relief Distribution CONTRACTS • Contract No FY2025-49, Change Order #2, KFRC Seawater Pump Replacement And Installation With Industrial Pumps Of Alaska • Contract No. FY2026-54, Memorandum Of Agreement Between The Kodiak Island Borough And The Kodiak Island Borough School District Regarding The East Elementary Roof Replacement Project RESOLUTIONS • Resolution For Setting the Terms For the Island Lake Property ORDINANCES FOR INTRODUCTION • Ordinance No. FY2026-24, Rezoning USS 3099 Lot 21 Sublot 6 From R1 Single Family Residential District To PL Public Use Lands District OTHER ITEMS • Declaring A Seat Vacant On The Mission Lake Tide Gate Service Area Board Held By Mr. Alan Wolf 5. CLERK'S COMMENTS 6. ASSEMBLY MEMBERS' COMMENTS 7. MAYOR'S COMMENTS a Agenda Item 3.b FY2027 Budget Discussions - Borough Clerk 35 - 40 and Legislative Department Page 2 of 44 b. Agenda Item 3A Discuss The Possibility Of Implementing 41 - 43 Marijuana Sales Excise Tax C. Citizen Sign -in Sheet M, This meeting is open to the public and will be broadcast on the Borough's YouTube 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 3 of 44 AGENDA ITEM #2.a. �,. Kodiak Island Borough OFFICE of the MANAGER c, 710 Mill Bay Road Kodiak, Alaska 99615 ;per^ Phone (907) 486-9301 TO: Kodiak Island Borough Assembly FROM: Aimee Williams, Borough Manager RE: Manager's Report, April 09, 2026 Manager's Department Upcoming Community Events • ComFish Alaska —April 16tn — 18tn • Community Clean-up Day — May 2nd • Kodiak Crab Festival — May 21 st — May 25t" Citizens Academy The Citizen's Academy had its fifth and final session on April 7t". Our Finance Director Dora Cross led the session with an overview of the Finance Department and led participants through a variety of topics that spanned from how to read your tax bill to how the Kodiak Island Borough decides to fund the school district. Ship Escort Response Vessel System (SERVS) This program provides annual oil spill response training for fishing vessels. There were several educational opportunities put on by the Prince William Sound Regional Citizen's Advisory Council this week that led up to being able to watch the training in -person yesterday. Page 4 of 44 AGENDA ITEM #2.a. Northwest Manager's Conference Last week, I attended the NW Manager's conference in Sitka. This conference gathered managers from Oregon, Washington, and Alaska to learn best practices from the region and identify possible synergies. As the current president of the Alaska Municipal Manager's Association, I got lots of good practice introducing speakers and moderating sessions. We were able to hear from Senator Sullivan and Representative Begich via video presentation while Senator Murkowski attended the event in person. Sessions covered: • Strategic Planning that Works: Aligning Community Vision with Municipal Action • Leadership in the Full -Service Era • Building Meaningful Municipal and Tribal Partnerships • Emergency Management — Response & Preparation • Benefits of ICMA • Managing HR Strategy • Balancing Tourism Growth and Local Needs: A Municipal Perspective • Blowing Up Your Zoning Code to Encourage More Housing • The Mindful Leader: Enhancing Performance and Wellbeing Current Recruitments • Director of Engineering & Facilities • LTP Supervisor • Environmental Specialist • PC TeGh Hired, Starts on April 20th Upcoming Budget Dates Date Session Type Item 4/15/2026 Level I Manager's Report due to the Assembly 4/16/2026 Special Work Session Community Development, Parks & Rec, LEPC, E&F 4/30/2026 KIBSD local contribuion ask due to KIB Manager 5/21/2026 Regular Meeting 1st Reading of the Budget Ordinance, Local Contribution Resolution 5/30/2026 Special Meeting KIBSD local contribuion amount decision due 6/4/2026 Regular Meeting Public Hearing for Budget Ordinance / Pass FY27 Budget 6/10/2026 Statutory deadline for FY27 Budget Page 5 of 44 AGENDA ITEM #2.a. Finance Department 2025 Tax Foreclosures Staff will be filing for a Judgement and Decree of Foreclosure with the courts on or about April 13th. Once signed, the Judgement will put a lien on real properties until the delinquent taxes are paid. Since additional interest and fees continue to accrue, please call the finance department at 907-486-9324 for payoff amounts. Property Assessment and Taxation Implementation Project Staff will continue entering and verifying information in both the new and legacy tax collection systems. This dual entry is planned through June to ensure accurate payment postings, proper levy processing, and the accurate production of tax statements. Information Technology Systems Administration The IT department has been working with the Clerks to create a public facing form for Board Commissions and Committee applications. They have also been working on building a test virtualization platform for evaluation. New Hire A new PC Tech begins at the borough on April 20th. Cybersecurity and Risk Mitigation IT has been providing Koniag Cyber our systems documentation in preparation for the KIB Cybersecurity Infrastructure project, as well as reviewing the wan architecture proposal by the contractor. GIS GIS has created maps for the Clerks for public notifications regarding licensing for businesses, and also some maps for Community Development for zoning changes in Ouzinkie. Assessing Liquor License Investigations Assessing staff are investigating the Nuniaq new REPL request for the Clerk's Office Senior Citizen (SC) / Disabled Veteran (DV) Exemptions (2026) Good cause exemption hearings have been scheduled to be heard by the Assembly on May 21, 2026. Page 6 of 44 AGENDA ITEM #2.a. "Escaped" Properties Assessing found properties with zero values for a specific area of improvement. Code allows for Assessing to make corrections for errors or omissions in the roll before the BOE hearing. Those properties were recalculated and re -noticed. Those specific properties will have an extended appeal date of April 17, 2026, with a special BOE session convening, if required. BOE May 4 29 requests for application to appeal to the BOE were made. Exemption Appeals The Alutiiq Heritage Foundation - Trial scheduled for July 27-29, 2026. o AHF filed for and was granted an extension on their reply until April 29. o KIB will have 10 days after they file to request oral arguments. 0 2025 reconsideration on hold until 2024 Superior Court decision is complete Tyler Conversion Tyler representatives presented the change order for KIB's conversion for go live. The Project manager signed paperwork, Tyler will be working on changes as of April 13, 2026, with a go live planned for June 30, 2026. Community Development Planning & Zoning Commission Work Session The Planning & Zoning Commission held a work session on April 8, 2026. The focus of the meeting was the packet review for the April 15 regular meeting. The packet review focus on the Angayuk Subdivision proposal submitted by the Kodiak Island Housing Authority to develop four lots currently adjacent to the Kodiak Municipal Airport into a 25-lot subdivision. The Commission reviewed the proposal and discussed several items with the applicant and staff. The public hearing for this case will be at the April 15 regular meeting. Once the preliminary plat is approved the applicant will have two years to complete the improvements and submit the final plat for approval. Liquor License Investigations CDD staff investigated the Nuniaq license application for the Clerk's Office. Page 7 of 44 AGENDA ITEM #2.a. Engineering and Facilities Solid Waste Contract Committee Staff are revising a draft to proposed to the SWCC at the next meeting which is scheduled for April 14th at 3:OOpm in the KIB Conference Room. Community Clean -Up Day The annual spring clean-up day is scheduled for May 2nd. Multi -Facility Elevator Modernization PKIMC Elevator parts have all arrived on -island. Staff are anticipating work to begin the week of April 13th. PKIMC Design Ownership Shift Projects staff have coordinated with PKIMC Staff and Architectural and Engineering teams to receive proposals for finalizing designs of three projects; Air Handling Unit 1 (AHU-1), Automatic Transfer Switches (ATS), and Reverse Osmosis and Steam Generator (RO & Steam). This process will better align with the lease agreement between KIB and PKIMC and provide better stakeholder involvement for the review of the designs. Projects staff held meetings with PKIMC Staff, AMC Engineers, and HZA Engineering to discuss the changes in ownership and are awaiting the new proposals for presentation to the Assembly on May 7th. Community Pool • The Assembly approved the contract for the small-scale deconstructive testing and repairs in the lifeguard office. The contract has been signed and staff will begin scheduling as time allows. Fuel Spill Assistance Landfill Soil Remediation: Contract has been signed. Staff have scheduled a pre - construction meeting with the Contractor on April 10th. Long Term Care: Staff received Assembly approval to move forward with the contract with NWFF for the field work to satisfy ADEC's requirements. Karluk: 3-Tier Alaska is beginning to schedule trips. Staff are anticipating more movement in May or June. KFRC Industrial Pump Alaska (IPA) has installed pumps 3 & 4, however, the shafts have been found to be too short. IPA and KIB have discussed a plan for how to remedy the length issue. Change Order #2 for the cost of materials to extend the pumps in on the Assembly Agenda for the April 9 and April 16th cycle. Page 8 of 44 AGENDA ITEM #2.a. Small Projects Picnic Table Replacement: Staff held a pre -construction meeting on April 2nd. The Contractor is anticipating starting work mid -May when the ground has had time to thaw more. Harlequin Court Park Upgrades: Projects Staff attended the Parks & Rec Committee meeting on January 27 to discuss potential park upgrades. Harlequin Court Park was identified as park needing the next set of upgrades. Port Lions School Painting Project: Staff have received and sent an email to the ARB Board to review the updated paint specification. The Board members have until April 15th to respond with any concerns. Annex Bldg. (old Red Cross) UST Removal: Staff issued an ITB. It is available on the Borough Website and notices have been advertised in the Kodiak Daily Mirror. Mandatory Pre -Bid meeting scheduled for April 28t" at 10am. Questions Due April 30th. Bids Due May 12th. North Star Boiler Gun Replacement: Parts have arrived, and work will be scheduled to start soon. Mill Bay Beach Stairs and Picnic Table Replacement: Pre -construction meeting scheduled for April 15th, 2026. Leachate Treatment Plant Citric Acid Dosing Skid Replacement The replacement of the Skid will require additional work from electrical, plumbing, and mechanical contractors. Projects Staff are reaching out to the Borough's contract service providers to see if they will be able to assist. Upcoming Contracts • Facilities Road Maintenance & Snow Contract: Ending June 12, 2026. Staff will draft and issue an ITB. Anticipated award July 2, 2026. • Recycling Contract: Ending June 30, 2026. Final extension to be presented to Assembly on May 7t" or May 21 st Regular Meeting cycles. • Janitorial Contract: Ending June 30, 2026. Staff will draft and issue an ITB. Anticipated to award July 2, 2026. • Analytical Lab Contract (LTP Sampling): Ending June 30, 2026. Staff will draft and issue an ITB. Anticipated to award July 2, 2026. • Service Contract Extension Letters to be issued by June 30, 2026: o RTS Auto o Premier Mechanical o Taylor Fire o Nodak Electric Upcoming Meetings • Solid Waste Contract Committee (SWCC) — April 14, 2026, at 3:OOPM in KIB Conference Room 121 • Health Facilities Advisory Board (HFAB) - April 21, 2026, at 1:30pm in KIB Conference Room 121 • Solid Waste Advisory Board (SWAB) - Tentatively Scheduled for April 15, 2026, no time set yet. Page 9 of 44 AGENDA ITEM #3.a. KODIAK ISLAND BOROUGH STAFF REPORT APRIL 9, 2026 ASSEMBLY WORK SESSION SUBJECT: Presentation Of The Providence Community Health Needs Assessment By Dr. John Loomis ORIGINATOR: Nova M. Javier, MMC, Borough Clerk RECOMMENDATION: The Assembly will receive a presentation from Dr. Loomis of Providence Kodiak Island Medical Center regarding the 2025 Community Health Needs Assessment. To reduce the size of the agenda packet, the presentation is available at the following link: Community Health Needs Assessment DISCUSSION: ALTERNATIVES: FISCAL IMPACT: OTHER INFORMATION: Kodiak Island Borough Presentation Of The Providence Community Health Needs Assessment By Dr.... Page 10 of 44 AGENDA ITEM #3.b. KODIAK ISLAND BOROUGH STAFF REPORT APRIL 9, 2026 ASSEMBLY WORK SESSION SUBJECT: FY2027 Budget Discussions For Select General Funds Departments ORIGINATOR: Aimee Williams, Borough Manager RECOMMENDATION: DISCUSSION: Discussions during this meeting will reviewing selected department budgets within the General Fund. General Fund The General Fund is the main operating fund for a borough or a city. It pays for most day-to- day government operations that are not required to be in specialized funds. Typical revenue sources are property, severance, and excise taxes, along with money received from federal and state revenue sharing programs. Departments within the General Fund • Legislative • Borough Management • Borough Clerk • Borough Attorney • Finance Department • Information Technology (IT) • Assessing • General Administration • Education/Culture/Recreation ALTERNATIVES: FISCAL IMPACT: OTHER INFORMATION: Kodiak Island Borough Page 11 of 44 FY2027 Budget Discussions For Select General Funds Departments e ° 4 A gaDIAg ISLAND B aR � UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 100 - Legislative Personnel Services 410.106 Mayoral Stipend 6,000.00 9,100.00 8,400.00 8,400.00 9,100.00 7,000.00 8,400.00 (700.00) 410.108 Assembly Stipend 26,200.00 41,500.00 43,000.00 42,500.00 43,000.00 32,000.00 43,500.00 500.00 420.120 FICA Taxes 2,386.80 3,886.20 3,932.10 3,893.85 3,986.00 2,992.01 3,970.00 (16.00) 420.140 Retirement 919.08 1,596.22 3,554.62 3,676.35 4,080.00 1,040.95 .00 (4,080.00) 420.150 Workers Compensation 106.51 161.92 162.04 209.97 188.00 89.70 166.00 (22.00) Personnel Services Totals $35,612.39 $56,244.34 $59,048.76 $58,680.17 $60,354.00 $43,122.66 $56,036.00 ($4,318.00) Professional Services 430.100 Political Lobbyist 69,000.00 70,000.00 72,000.00 72,000.00 72,000.00 46,500.00 72,000.00 .00 430.101 Lobbying Expense .00 .00 .00 .00 1,500.00 .00 1,500.00 .00 430.102 Consolidation Expenses 963.00 .00 .00 .00 .00 .00 .00 .00 Professional Services Totals $69,963.00 $70,000.00 $72,000.00 $72,000.00 $73,500.00 $46,500.00 $73,500.00 $0.00 Support Goods & Services 450.100 Office Supplies 698.69 468.87 334.04 125.94 1,000.00 55.18 .00 (1,000.00) 450.140 Dues/ Books/ Subscriptions 19,891.70 20,691.65 20,248.44 19,673.32 20,100.00 19,949.70 20,500.00 400.00 450.160 Furniture / Fixtures .00 .00 .00 .00 1,000.00 .00 .00 (1,000.00) 450.170 Machinery/ Equipment <$5000 502.20 .00 .00 .00 .00 .00 .00 .00 450.200 Honorarium/Amenities/Sponsorships .00 210.57 406.42 2,303.25 7,900.00 3,141.03 7,500.00 (400.00) 450.210 Food / Business Lunch/Meeting Rooms 216.06 1,091.03 739.34 887.10 2,500.00 358.01 2,500.00 .00 450.300 Travel / Per Diem .00 13,062.25 4,765.21 5,075.28 25,000.00 4,248.78 16,000.00 (9,000.00) 450.301 Mayor Travel / Per Diem .00 5,015.19 9,383.64 13,592.87 19,000.00 8,032.51 13,000.00 (6,000.00) 450.330 Rent .00 .00 55,375.00 55,374.60 55,356.00 55,355.40 55,355.00 (1.00) 450.340 Telephone/Communications 2,347.25 2,021.83 494.46 2,007.37 500.00 948.64 2,500.00 2,000.00 450.485 Town Meeting Costs .00 .00 1,500.00 .00 2,000.00 .00 2,000.00 .00 Support Goods & Services Totals $23,655.90 $42,561.39 $93,246.55 $99,039.73 $134,356.00 $92,089.25 $119,355.00 ($15,001.00) Department 100 - Legislative Totals $129,231.29 $168,805.73 $224,295.31 $229,719.90 $268,210.00 $181,711.91 $248,891.00 ($19,319.00) Run by Dora Cross on 04/02/2026 13:42:52 PM Page 1 of 12 v (D W 0 e ° 4 A gaDIAg ISLAND B aR � UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 105 - Borough Management Personnel Services 410.110 Salaries 344,031.75 150,495.80 265,132.17 283,787.02 295,148.00 208,799.67 301,073.00 5,925.00 410.130 Overtime 67.10 1,853.74 351.81 .00 2,000.00 .00 1,000.00 (1,000.00) 410.152 Cell Phone Stipend 1,438.87 200.00 1,200.00 1,200.00 1,200.00 900.00 1,200.00 .00 420.110 Unemployment Taxes 24.23 5,486.85 31.33 283.78 298.00 208.84 303.00 5.00 420.120 FICA Taxes 23,963.27 11,309.54 20,061.03 21,331.44 22,824.00 15,613.19 23,200.00 376.00 420.130 Group Insurance 82,957.62 35,803.29 52,315.87 54,343.74 56,200.00 39,203.87 58,800.00 2,600.00 420.140 Retirement 72,986.50 37,028.42 64,299.47 74,710.60 84,182.00 59,162.37 90,139.00 5,957.00 420.150 Workers Compensation 643.93 702.88 855.54 1,201.89 1,074.00 482.31 706.00 (368.00) Personnel Services Totals $526,113.27 $242,880.52 $4D4,247.22 $436,858.47 $462,926.00 $324,370.25 $476,421.00 $13,495.00 Professional Services 430.140 Contracted Services 7,342.95 31,369.00 2,450.00 500.00 30,000.00 3,333.34 25,000.00 (5,000.00) Professional Services Totals $7,342.95 $31,369.00 $2,450.00 $500.00 $30,000.00 $3,333.34 $25,000.00 ($5,000.00) Support Goods & Services 450.100 Office Supplies 2,212.49 143.09 9.89 .00 3,000.00 111.46 1,000.00 (2,000.00) 450.120 Printing / Binding 2,190.48 4,115.90 3,187.94 2,625.69 3,000.00 1,479.79 3,000.00 .00 450.130 Postage 18.60 11.60 .00 .00 .00 .00 .00 .00 450.140 Dues / Books / Subscriptions 2,845.34 808.60 1,032.00 2,707.39 3,000.00 2,100.00 2,000.00 (1,000.00) 450.160 Furniture / Fixtures .00 339.73 .00 .00 2,000.00 .00 4,000.00 2,000.00 450.200 Honorarium/Amenities/Sponsorships 1,878.97 1,000.00 700.00 635.65 2,000.00 100.00 500.00 (1,500.00) 450.210 Food / Business Lunch/Meeting Rooms 415.45 .00 236.69 .00 1,000.00 407.29 500.00 (500.00) 450.230 Advertising / Hearings .00 .00 .00 .00 .00 69.89 .00 .00 450.270 Continuing Education 1,820.14 8.00 2,675.00 5,342.19 10,000.00 11,258.19 10,000.00 .00 450.290 Recruit/ Relocation 13,692.22 5,422.17 223.34 .00 .00 87.15 .00 .00 450.300 Travel / Per Diem 1,549.77 1,053.00 7,875.07 4,353.07 10,000.00 2,851.97 10,000.00 .00 450.330 Rent 39,849.00 39,849.00 39,508.00 39,507.60 29,764.00 29,764.08 29,764.00 .00 450.340 Telephone/Communications 954.61 808.03 858.48 879.84 800.00 622.01 800.00 .00 Support Goods & Services Totals $67,427.07 $53,559.12 $56,306.41 $56,051.43 $64,564.00 $48,851.83 $61,564.00 ($3,000.00) Allocated to Projects 492.530 Allocated to Solid Waste (15,000.00) (15,000.00) (15,000.00) (15,000.00) (15,000.00) (15,000.00) (15,000.00) .00 492.540 Allocated to Hospital (15,000.00) (15,000.00) (15,000.00) (15,000.00) (15,000.00) (15,000.00) (15,000.00) .00 492.555 Allocated to KFRC (12,000.00) (12,000.00) (12,000.00) (12,000.00) (12,000.00) (12,000.00) (12,000.00) .00 Allocated to Projects Totals ($42,000.00) ($42,000.00) ($42,000.00) ($42,000.00) ($42,000.00) ($42,000.00) ($42,000.00) $0.00 Department 105 -Borough Management Totals $558,883.29 $285,808.64 $421,003.63 $451,409.90 $515,490.00 $334,555.42 $520,985.00 $5,495.00 Run by Dora Cross on 04/02/2026 13:42:53 PM Page 2 of 12 v (D A 0 e ° 4 A gaDIAg ISLAND B aR � UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 110 - Borough Clerk Personnel Services 410.110 Salaries 230,037.79 259,539.23 285,345.42 302,435.20 324,268.00 228,920.88 328,809.00 4,541.00 410.120 Temporary Help 2,014.48 14,178.68 .00 .00 10,000.00 .00 .00 (10,000.00) 410.130 Overtime 6,408.78 6,612.45 6,395.32 7,201.23 7,000.00 2,477.69 7,000.00 .00 410.152 Cell Phone Stipend 1,557.86 1,400.00 1,200.00 1,200.00 1,200.00 900.00 1,200.00 .00 420.110 Unemployment Taxes 2,309.83 26.65 33.54 309.62 342.00 225.01 337.00 (5.00) 420.120 FICA Taxes 18,325.00 21,626.75 21,752.77 22,780.30 26,199.00 16,969.18 25,781.00 (418.00) 420.130 Group Insurance 67,848.51 73,197.76 78,467.41 81,557.29 84,300.00 58,761.28 88,200.00 3,900.00 420.140 Retirement 53,189.45 65,746.44 68,153.28 81,527.59 93,848.00 63,770.87 100,205.00 6,357.00 420.150 Workers Compensation 836.90 901.68 921.61 1,309.11 1,233.00 520.00 785.00 (448.00) Personnel Services Totals $382,528.60 $443,229.64 $462,269.35 $498,320.34 $548,390.00 $372,544.91 $552,317.00 $3,927.00 Professional Services 430.140 Contracted Services .00 .00 .00 .00 1,000.00 .00 .00 (1,000.00) Professional Services Totals $0.00 $0.00 $0.00 $0.00 $1,000.00 $0.00 $0.00 ($1,000.00) Support Goods & Services 450.100 Office Supplies 1,106.05 406.03 416.19 167.69 2,000.00 308.54 2,000.00 .00 450.120 Printing / Binding 11,263.95 6,761.79 6,404.41 6,177.68 7,000.00 5,994.75 5,000.00 (2,000.00) 450.130 Postage 271.77 75.83 135.26 20.73 100.00 .00 150.00 50.00 450.140 Dues / Books / Subscriptions 1,002.73 1,046.00 1,246.00 1,290.00 1,500.00 840.00 1,500.00 .00 450.160 Furniture / Fixtures 351.48 339.47 .00 344.83 1,000.00 .00 1,000.00 .00 450.200 Honorarium/Amenities/Sponsorships .98 .00 .00 234.94 300.00 98.75 300.00 .00 450.210 Food / Business Lunch/Meeting Rooms .00 111.97 33.47 34.34 100.00 89.25 300.00 200.00 450.230 Advertising / Hearings 11,037.33 16,420.15 18,505.64 17,404.12 20,000.00 10,715.56 20,000.00 .00 450.232 Advertising - APOC to Advertising - Ballot .00 .00 .00 .00 1,000.00 .00 1,000.00 .00 Propositions 450.240 Filing / Record Fees .00 57.40 .00 .00 .00 .00 .00 .00 450.270 Continuing Education 5,847.23 22,473.20 19,731.19 34,051.04 28,000.00 21,215.81 20,000.00 (8,000.00) 450.290 Recruit/ Relocation 2,290.16 6,982.24 70.00 .00 .00 87.15 .00 .00 450.300 Travel/ Per Diem .00 1,639.00 507.50 .00 2,000.00 .00 2,000.00 .00 450.327 Fines 9.84 .00 .00 .00 .00 .00 .00 .00 450.330 Rent 49,772.00 49,772.00 50,947.00 50,946.60 50,942.00 50,941.44 49,325.00 (1,617.00) 450.340 Telephone/Communications 222.50 249.70 287.46 300.84 .00 243.07 325.00 325.00 450.430 Maint & Repairs 1,685.00 43.98 .00 .00 .00 .00 .00 .00 450.470 Election Local 50,603.87 46,077.31 37,398.73 25,380.38 45,000.00 27,806.32 40,000.00 (5,000.00) 450.480 Boards & Committees 1,542.22 774.59 1,448.46 1,523.58 2,000.00 .00 2,000.00 .00 450.530 Records Management 79.97 152.70 167.82 466.58 5,000.00 19.68 3,000.00 (2,000.00) Run by Dora Cross on 04/02/2026 13:42:53 PM Page 3 of 12 y o . 4° SODIAS ISLAND BOROUGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 110 - Borough Clerk Support Goods & Services 450.531 Transcription / Record Restoration Fee .00 350.00 .00 .00 .00 .00 .00 .00 Support Goods & Services Totals $137,087.08 $153,733.36 $137,299.13 $138,343.35 $165,942.00 $118,360.32 $147,900.00 ($18,042.00) Department 110 -Borough Clerk Totals $519,615.68 $596,963.00 $599,568.48 $636,663.69 $715,332.00 $490,905.23 $700,217.00 ($15,115.00) Run by Dora Cross on 04/02/2026 13:42:53 PM Page 4 of 12 M v 0 e ° 4 A gaDIAg ISLAND B aR O UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 115 - Borough Attorney Legal Services 431.110 Litigation Expenses 19,028.85 .00 .00 .00 .00 .00 .00 .00 431.120 Legal Fees 41,788.12 26,042.45 16,164.56 34,890.60 35,000.00 17,127.28 70,000.00 35,000.00 Legal Services Totals $60,816.97 $26,042.45 $16,164.56 $34,890.60 $35,000.00 $17,127.28 $70,000.00 $35,000.00 Support Goods & Services 450.230 Advertising / Hearings 9,781.09 12,122.28 12,496.65 12,831.69 12,000.00 679.77 14,000.00 2,000.00 450.240 Filing / Record Fees 2,798.00 2,657.00 3,628.70 2,491.00 3,000.00 1,545.00 3,000.00 .00 450.245 Title Search Fees 7,500.00 3,025.00 3,640.00 5,880.00 4,000.00 .00 4,000.00 .00 450.323 Collection Expense 240.00 60.00 931.22 695.74 1,000.00 549.80 600.00 (400.00) Support Goods & Services Totals $20,319.09 $17,864.28 $20,696.57 $21,898.43 $20,000.00 $2,774.57 $21,600.00 $1,600.00 Department 115 -Borough Attorney Totals $81,136.06 $43,906.73 $36,861.13 $56,789.03 $55,000.00 $19,901.85 $91,600.00 $36,600.00 Run by Dora Cross on 04/02/2026 13:42:53 PM Page 5 of 12 e ° 4 A gaDIAg ISLAND B aR � UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 120 - Finance Department Personnel Services 410.110 Salaries 413,112.92 493,859.20 430,813.72 427,965.23 484,249.00 338,265.71 464,240.00 (20,009.00) 410.120 Temporary Help 18,004.26 .00 .00 .00 .00 .00 .00 .00 410.130 Overtime 135.08 192.01 84.94 34.41 1,000.00 26.03 1,000.00 .00 410.152 Cell Phone Stipend 450.00 .00 .00 .00 .00 .00 .00 .00 420.110 Unemployment Taxes 43.01 49.59 49.69 426.63 485.00 338.35 465.00 (20.00) 420.120 FICA Taxes 31,819.41 36,399.59 31,638.55 31,494.58 37,122.00 24,695.46 35,591.00 (1,531.00) 420.130 Group Insurance 156,197.60 166,540.51 144,146.46 147,055.42 168,600.00 116,572.36 176,400.00 7,800.00 420.140 Retirement 129,734.89 122,167.60 107,683.26 112,303.19 137,471.00 95,837.90 138,828.00 1,357.00 420.150 Workers Compensation 1,565.56 1,581.02 1,374.30 1,830.48 1,747.00 778.13 1,084.00 (663.00) Personnel Services Totals $751,062.73 $820,789.52 $715,790.92 $721,109.94 $830,674.00 $576,513.94 $817,608.00 ($13,066.00) Professional Services 430.140 Contracted Services .00 .00 .00 23,410.14 .00 2,581.20 .00 .00 Professional Services Totals $0.00 $0.00 $0.00 $23,410.14 $0.00 $2,581.20 $0.00 $0.00 Support Goods & Services 450.100 Office Supplies 1,455.85 1,971.83 1,564.93 1,318.94 2,000.00 1,877.55 2,000.00 .00 450.120 Printing / Binding 10,043.77 13,206.29 11,439.24 11,387.24 12,000.00 2,731.89 14,000.00 2,000.00 450.140 Dues/ Books / Subscriptions 3,336.07 2,073.06 2,304.30 1,249.00 3,500.00 573.98 2,500.00 (1,000.00) 450.160 Furniture / Fixtures .00 728.63 .00 .00 .00 155.00 3,000.00 3,000.00 450.170 Machinery/ Equipment <$5000 .00 .00 .00 13,647.39 .00 (3,184.11) .00 .00 450.210 Food / Business Lunch/Meeting Rooms 58.62 135.24 .00 .00 150.00 .00 .00 (150.00) 450.220 Insurance & Bonding 2,925.00 679.90 3,200.00 3,200.00 3,200.00 3,077.78 3,300.00 100.00 450.270 Continuing Education 1,978.00 2,682.65 1,937.73 5,242.04 3,500.00 535.00 3,000.00 (500.00) 450.290 Recruit/ Relocation 2,276.69 .00 880.19 198.69 .00 118.99 150.00 150.00 450.330 Rent 66,556.00 66,556.00 65,953.00 65,952.60 65,944.00 65,944.08 65,944.00 .00 450.340 Telephone/Communications 442.67 506.21 594.53 631.92 500.00 516.55 600.00 100.00 450.430 Maint & Repairs .00 .00 185.74 .00 .00 .00 .00 .00 Support Goods & Services Totals $89,072.67 $88,539.81 $88,059.66 $102,827.82 $90,794.00 $72,346.71 $94,494.00 $3,700.00 Allocated to Projects 492.210 Allocated to Land Sales 492.530 Allocated to Solid Waste 492.540 Allocated to Hospital 492.555 Allocated to KFRC Allocated to Projects Totals Department 120 - Finance Department Totals (1,000.00) (1,000.00) (1,000.00) (1,000.00) (1,000.00) (1,000.00) (1,000.00) .00 (10,000.00) (10,000.00) (10,000.00) (10,000.00) (10,000.00) (10,000.00) (10,000.00) .00 (25,319.00) (25,319.00) (25,319.00) (25,319.00) (25,319.00) (25,319.00) (25,319.00) .00 (12,000.00) (12,000.00) (12,000.00) (12,000.00) (12,000.00) (12,000.00) (12,000.00) .00 ($48,319.00) ($48,319.00) ($48,319.00) ($48,319.00) ($48,319.00) ($48,319.00) ($48,319.00) $0.00 $791,816.40 $861,010.33 $755,531.58 $799,028.90 $873,149.00 $603,122.85 $863,783.00 ($9,366.00) Run by Dora Cross on 04/02/2026 13:42:53 PM Page 6 of 12 v (D 0 e ° 4 A gaDIAg ISLAND B aR � UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 125 - Information Technology Personnel Services 410.110 Salaries 229,581.00 236,199.52 315,472.60 320,391.85 340,740.00 242,390.34 348,942.00 8,202.00 410.120 Temporary Help .00 16,509.91 .00 .00 .00 .00 .00 .00 410.130 Overtime 4,100.19 4,028.02 1,144.71 52.32 5,000.00 54.70 .00 (5,000.00) 410.152 Cell Phone Stipend 2,924.19 3,100.00 3,551.61 3,600.00 3,600.00 2,641.94 3,600.00 .00 420.110 Unemployment Taxes 22.45 23.86 35.98 320.33 349.00 236.67 353.00 4.00 420.120 FICA Taxes 17,573.75 19,740.25 23,595.54 24,031.43 26,725.00 18,179.87 26,969.00 244.00 420.130 Group Insurance 64,926.98 70,685.77 103,039.21 108,051.95 112,400.00 78,347.93 117,600.00 5,200.00 420.140 Retirement 68,007.54 59,346.24 76,260.13 84,476.97 97,948.00 67,152.55 104,124.00 6,176.00 420.150 Workers Compensation 828.52 791.25 816.75 1,155.98 1,258.00 550.34 821.00 (437.00) Personnel Services Totals $387,964.62 $410,424.82 $523,916.53 $542,080.83 $588,020.00 $409,554.34 $602,409.00 $14,389.00 Professional Services 430.140 Contracted Services 533.93 527.00 .00 .00 25,000.00 262.50 10,000.00 (15,000.00) Professional Services Totals $533.93 $527.00 $0.00 $0.00 $25,000.00 $262.50 $10,000.00 ($15,000.00) Support Goods & Services 450.100 Office Supplies 93.01 718.04 262.41 193.21 1,000.00 658.20 1,000.00 .00 450.110 Operating Supplies 526.50 536.85 8,235.64 13,965.25 4,000.00 345.68 2,500.00 (1,500.00) 450.115 Computer Software <$5000 686.01 9,126.71 5,952.22 64.00 2,500.00 .00 1,500.00 (1,000.00) 450.120 Printing / Binding 2,199.10 2,546.28 2,306.81 2,260.93 2,160.00 1,224.84 .00 (2,160.00) 450.140 Dues/ Books/ Subscriptions .00 79.98 .00 389.95 .00 .00 .00 .00 450.160 Furniture / Fixtures 92.02 .00 .00 .00 3,200.00 1,215.27 .00 (3,200.00) 450.170 Machinery/ Equipment <$5000 14,597.87 98,802.04 66,708.80 41,050.58 25,500.00 1,093.98 23,000.00 (2,500.00) 450.210 Food / Business Lunch/Meeting Rooms .00 246.89 119.76 .00 .00 .00 .00 .00 450.221 Property Insurance .00 .00 285.00 334.00 .00 3,899.03 4,000.00 4,000.00 450.224 Insurance Coverage Discounts .00 .00 (57.00) (16.00) .00 .00 .00 .00 450.230 Advertising / Hearings .00 396.28 .00 .00 .00 .00 .00 .00 450.270 Continuing Education 383.98 2,825.23 (875.00) 199.00 .00 .00 .00 .00 450.280 Staff Training .00 .00 149.00 .00 1,000.00 .00 .00 (1,000.00) 450.290 Recruit/ Relocation 4,628.64 8,355.80 185.05 .00 .00 .00 .00 .00 450.330 Rent 70,174.00 70,174.00 63,074.00 63,074.40 63,074.00 63,073.80 63,074.00 .00 450.340 Telephone/Communications 3,752.22 4,252.22 4,916.01 4,690.60 6,040.00 3,322.97 6,040.00 .00 450.430 Maint & Repairs 4,795.81 4,845.31 21,099.45 4,335.89 5,000.00 19,042.22 5,000.00 .00 450.435 Maint Agreements 298,317.00 235,512.47 458,157.45 386,612.35 466,995.00 475,681.75 438,775.00 (28,220.00) Support Goods & Services Totals $400,246.16 $438,418.10 $630,519.60 $517,154.16 $580,469.00 $569,557.74 $544,889.00 ($35,580.00) Capital Outlay 470.100 Machinery/ Equipment >$5000 .00 .00 61,447.87 .00 58,000.00 25,085.30 .00 (58,000.00) Capital Outlay Totals $0.00 $0.00 $61,447.87 $0.00 $58,000.00 $25,085.30 $0.00 ($58,000.00) Department 125 - Information Technology Totals $788,744.71 $849,369.92 $1,215,884.00 $1,059,234.99 $1,251,489.00 $1,004,459.88 $1,157,298.00 ($94,191.00) Run by Dora Cross on 04/02/2026 13:42:54 PM Page 7 of 12 M v CD 8 0 e ° 4 A gaDIAg ISLAND B aR � UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 130 - Assessing Department Personnel Services 410.110 Salaries 419,512.78 335,191.37 377,564.82 425,101.76 438,783.00 311,389.38 368,031.00 (70,752.00) 410.120 Temporary Help 22,096.93 16,693.65 6,869.11 37,087.32 .00 .00 .00 .00 410.130 Overtime 597.90 .00 146.48 289.71 .00 799.98 3,000.00 3,000.00 410.152 Cell Phone Stipend 2,256.80 1,146.80 1,180.05 1,200.00 1,200.00 900.00 1,200.00 .00 420.110 Unemployment Taxes 8,546.20 33.43 44.55 424.71 440.00 312.15 372.00 (68.00) 420.120 FICA Taxes 33,133.21 26,161.35 28,643.85 34,423.97 33,659.00 23,120.78 28,476.00 (5,183.00) 420.130 Group Insurance 120,718.10 111,436.94 123,747.01 152,947.08 168,600.00 117,014.38 176,400.00 7,800.00 420.140 Retirement 109,201.29 82,868.10 93,947.06 108,859.32 124,307.00 88,509.32 110,716.00 (13,591.00) 420.150 Workers Compensation 13,960.12 10,567.75 11,777.17 16,020.34 13,859.00 5,806.33 5,706.00 (8,153.00) Personnel Services Totals $730,023.33 $584,099.39 $643,920.10 $776,354.21 $780,848.00 $547,852.32 $693,901.00 ($86,947.00) Professional Services 430.140 Contracted Services .00 .00 536.94 .00 .00 .00 .00 .00 Professional Services Totals $0.00 $0.00 $536.94 $0.00 $0.00 $0.00 $0.00 $0.00 Legal Services 431.110 Litigation Expenses 50,817.50 110,309.31 84,701.62 13,358.51 75,000.00 11,526.50 75,000.00 .00 431.120 Legal Fees 12,916.00 7,401.70 11,929.95 13,298.95 30,000.00 9,138.00 30,000.00 .00 Legal Services Totals $63,733.50 $117,711.01 $96,631.57 $26,657.46 $105,000.00 $20,664.50 $105,000.00 $0.00 Support Goods & Services 450.100 Office Supplies 922.82 1,278.68 2,359.30 1,472.41 4,000.00 792.77 3,000.00 (1,000.00) 450.120 Printing / Binding 3,451.37 3,390.60 4,366.26 4,299.65 5,000.00 6,652.54 6,000.00 1,000.00 450.130 Postage 6.00 .00 .00 .00 .00 .00 .00 .00 450.140 Dues / Books / Subscriptions 3,173.03 4,702.02 1,826.56 1,515.88 3,000.00 1,776.00 3,000.00 .00 450.160 Furniture / Fixtures .00 8,659.09 .00 822.43 .00 .00 .00 .00 450.170 Machinery/ Equipment <$5000 .00 .00 849.99 495.82 1,500.00 .00 1,500.00 .00 450.210 Food / Business Lunch/Meeting Rooms .00 354.73 .00 1,637.67 1,500.00 612.82 1,500.00 .00 450.230 Advertising / Hearings 590.39 969.56 2,520.84 743.82 1,000.00 1,220.10 1,000.00 .00 450.240 Filing/ Record Fees .00 .00 .00 .00 .00 250.00 500.00 500.00 450.245 Title Search Fees .00 320.00 300.00 .00 500.00 .00 500.00 .00 450.270 Continuing Education 4,562.12 3,815.26 6,624.45 5,002.00 10,000.00 985.20 10,000.00 .00 450.290 Recruit/ Relocation 90.78 183.05 116.64 94.95 .00 191.95 .00 .00 450.300 Travel/ Per Diem 8,145.00 607.74 174.00 7,925.88 25,000.00 18,694.01 25,000.00 .00 450.330 Rent 42,528.00 42,528.00 47,822.00 47,822.40 47,805.00 47,805.84 47,805.00 .00 450.340 Telephone/Communications 316.19 361.62 424.68 451.37 400.00 368.95 400.00 .00 Support Goods & Services Totals $63,785.70 $67,170.35 $67,384.72 $72,284.28 $99,705.00 $79,350.18 $100,205.00 $500.00 Capital Outlay 470.110 Furniture / Fixtures .00 .00 .00 68.00 .00 .00 .00 .00 Capital Outlay Totals $0.00 $0.00 $0.00 $68.00 $0.00 $0.00 $0.00 $0.00 Run by Dora Cross on 04/02/2026 13:42:54 PM Page 8 of 12 M v N O 0 P, e ° 4 A gaDIAg ISLAND B aR O UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 130 - Assessing Department Allocated to Projects 492.560 Allocated to 911 Services (1,500.00) (1,500.00) (1,500.00) (1,500.00) (1,500.00) (1,500.00) (1,500.00) .00 Allocated to Projects Totals ($1,500.00) ($1,500.00) ($1,500.00) ($1,500.00) ($1,500.00) ($1,500.00) ($1,500.00) $0.00 Department 130 - Assessing Department Totals $856,042.53 $767,480.75 $806,973.33 $873,863.95 $984,053.00 $646,367.00 $897,606.00 ($86,447.00) Run by Dora Cross on 04/02/2026 13:42:54 PM Page 9 of 12 M v (D N 0 A 4 A R'ODIAg ISLAND BOROUGH Account Account Description 2022 Actual Amount 2023 Actual Amount 2024 Actual Amount 2025 Actual Amount Budget Worksheet Report Budget Year 2027 2026 Amended 2026 Actual FY27 v FY26 Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 165 - General Administration Personnel Services 410.110 Salaries .00 1,043.48 .00 .00 .00 .00 .00 .00 410.120 Temporary Help .00 4.72 .00 .00 .00 .00 .00 .00 420.110 Unemployment Taxes .00 .12 28,223.83 3,114.00 6,000.00 .00 3,000.00 (3,000.00) 420.120 FICA Taxes .00 77.70 .00 .00 .00 .00 .00 .00 420.130 Group Insurance .00 .00 .00 .00 .00 2,531.00 .00 .00 420.140 Retirement (.31) 229.55 .00 (4,674.44) .00 (.02) .00 .00 420.150 Workers Compensation .00 19.13 .00 .00 .00 9,626.81 .00 .00 Personnel Services Totals ($0.31) $1,374.70 $28,223.83 ($1,560.44) $6,000.00 $12,157.79 $3,000.00 ($3,000.00) Legal Services 431.120 Legal Fees .00 180.00 .00 .00 .00 .00 .00 .00 Legal Services Totals $0.00 $180.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Audit Expense 432.100 Professional Services 96,697.74 118,790.97 113,198.37 137,750.00 147,000.00 109,627.12 147,000.00 .00 432.110 Out of Pocket Expenses 7,508.95 7,599.03 8,427.08 6,930.40 8,000.00 10,872.88 8,000.00 .00 432.120 Contracted Services 5,144.26 2,544.15 2,545.01 2,596.56 2,800.00 24,993.85 10,000.00 7,200.00 Audit Expense Totals $109,350.95 $128,934.15 $124,170.46 $147,276.96 $157,800.00 $145,493.85 $165,000.00 $7,200.00 Support Goods & Services 450.100 Office Supplies 1,509.89 1,443.06 2,171.62 1,487.68 2,500.00 1,570.48 2,000.00 (500.00) 450.120 Printing / Binding 14,815.72 5,728.26 8,669.96 16,277.53 9,000.00 1,191.97 12,200.00 3,200.00 450.130 Postage 11,919.85 5,802.81 9,379.46 14,368.07 9,000.00 6,018.92 9,000.00 .00 450.160 Furniture / Fixtures .00 1,319.90 .00 .00 .00 .00 .00 .00 450.170 Machinery/ Equipment <$5000 .00 .00 195.99 136.10 .00 .00 .00 .00 450.180 Equipment Rental 900.18 875.88 218.97 .00 .00 .00 .00 .00 450.210 Food / Business Lunch/Meeting Rooms 595.19 1,881.34 582.83 28.34 1,500.00 5.60 500.00 (1,000.00) 450.221 Property Insurance .00 .00 .00 .00 .00 1,770.13 1,800.00 1,800.00 450.222 General Liablity Insurance Coverage 11,255.00 14,469.00 22,819.28 37,720.30 40,000.00 133,147.71 40,000.00 .00 450.223 Crime Protection Insurance Coverage 400.00 400.00 400.00 400.00 400.00 .00 400.00 .00 450.224 Insurance Coverage Discounts (4,575.00) (5,223.00) (6,892.00) (2,330.00) .00 .00 .00 .00 450.230 Advertising / Hearings 257.45 1,124.00 .00 .00 .00 .00 .00 .00 450.251 Miscellaneous 49.28 27.60 50,925.20 256.16 .00 242.03 .00 .00 450.290 Recruit/ Relocation .00 .00 500.00 .00 .00 .00 .00 .00 450.300 Travel / Per Diem .00 5,456.50 .00 .00 .00 .00 .00 .00 450.320 Bad Debt Expense 9,995.54 429.80 325.96 9,529.61 .00 16.94 .00 .00 450.323 Collection Expense .00 22.00 8.30 .00 .00 .00 .00 .00 450.325 Settlement Costs .00 .00 588,300.83 .00 .00 .00 .00 .00 450.327 Fines 8,462.36 12.60 .00 .00 .00 573.71 .00 .00 450.330 Rent .00 .00 49,987.20 49,987.20 37,135.00 37,120.68 38,751.00 1,616.00 Run by Dora Cross on 04/02/2026 13:42:54 PM Page 10 of 12 M e ° 4 A gaDIAg ISLAND B aR O UGH Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 165 - General Administration Support Goods & Services 450.340 Telephone/Communications 63.29 72.35 84.96 90.27 100.00 73.80 100.00 .00 450.350 Electricity .00 12.68 .00 .00 .00 .00 .00 .00 450.360 Fuel- Heating .00 34.24 .00 .00 .00 .00 .00 .00 450.365 Fuel - Vehicle 3,042.52 3,168.17 2,363.54 2,176.49 4,000.00 1,049.94 3,000.00 (1,000.00) 450.370 Water & Sewer .00 41.82 .00 .00 .00 .00 .00 .00 450.430 Maint & Repairs 200.47 17.24 119.53 .00 .00 12.04 .00 .00 450.440 Auto Maint & Repairs 4,550.44 5,619.87 4,199.55 5,388.48 5,000.00 2,054.24 5,000.00 .00 450.451 Licenses & Permits .00 20.00 .00 70.00 20.00 .00 .00 (20.00) 450.461 Safety Supplies 2,613.97 3,650.59 5,100.00 2,515.20 3,600.00 3,578.75 3,600.00 .00 450.495 Bank Fees 10,459.28 12,793.32 11,812.48 15,698.43 12,000.00 9,021.55 12,000.00 .00 Support Goods & Services Totals $76,515.43 $59,200.03 $751,273.66 $153,799.86 $124,255.00 $197,448.49 $128,351.00 $4,096.00 Capital Projects 452.110 Administration .00 7.39 .00 .00 .00 .00 .00 .00 Capital Projects Totals $0.00 $7.39 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Travel 461.220 Travel Insurance Coverage 950.00 950.00 .00 1,045.00 1,050.00 1,045.00 1,045.00 (5.00) Travel Totals $950.00 $950.00 $0.00 $1,045.00 $1,050.00 $1,045.00 $1,045.00 ($5.00) Equipment 466.220 Auto Liability Insurance 3,802.00 5,078.42 8,157.42 7,294.13 7,500.00 4,075.78 4,100.00 (3,400.00) Equipment Totals $3,802.00 $5,078.42 $8,157.42 $7,294.13 $7,500.00 $4,075.78 $4,100.00 ($3,400.00) Capital Outlay 470.120 Automotive .00 227,478.00 .00 .00 .00 .00 .00 .00 capital Outlay Totals $0.00 $227,478.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Department 165 - General Administration Totals $190,618.07 $423,202.69 $911,825.37 $307,855.51 $296,605.00 $360,220.91 $301,496.00 $4,891.00 Run by Dora Cross on 04/02/2026 13:42:55 PM Page 11 of 12 M v N W 0 e ° 4 A gaDIAg ISLAND BOMO UG.M Budget Worksheet Report Budget Year2027 2022 Actual 2023 Actual 2024 Actual 2025 Actual 2026 Amended 2026 Actual FY27 v FY26 Account Account Description Amount Amount Amount Amount Budget Amount 2027 Level 1 Budget Fund 100 - General Fund EXPENSE Department 190 - Education / Culture / Recreation Contributions 448.351 North Star PTA (Street Lights) 4,607.04 4,572.99 4,475.60 4,859.88 .00 .00 .00 .00 448.358 Karluk IRA Council 15,789.00 15,989.18 15,789.00 15,789.00 10,609.00 15,789.00 15,789.00 5,180.00 Contributions Totals $20,396.04 $20,562.17 $20,264.60 $20,648.88 $10,609.00 $15,789.00 $15,789.00 $5,180.00 Department 190 - Education / Culture / Recreation $20,396.04 $20,562.17 $20,264.60 $20,648.88 $10,609.00 $15,789.00 $15,789.00 $5,180.00 Run by Dora Cross on 04/02/2026 13:42:55 PM Page 12 of 12 AGENDA ITEM #3. c. KODIAK ISLAND BOROUGH STAFF REPORT APRIL 9, 2026 ASSEMBLY WORK SESSION SUBJECT: Discuss Property Disposals (Island Lake Property And Property Between Beaver Lake Drive And Selief Lane, Along With The Beaver Lake Drive 2) ORIGINATOR: Aimee Williams, Borough Manager RECOMMENDATION: DISCUSSION: Based on prior discussion with the assembly, staff put together documentation regarding the two points that we were asked to include. • Construction timing requirements • Residency requirements KIBC 18.20.120 B for sealed bid auctions require that the assembly establish not only the minimum bid but also specify the time and place for receiving bids. The location is not an issue for this project, but the time reference is, due to staff not knowing who long it will take to get through the rezone and subdivision phase. Additionally, staff is providing the assembly with a draft resolution for the assembly to look at. Please note that this resolution has not been sent for legal review, but is being provided to help insure that all points are considered. Staff wrote the draft so that the assembly would have to bring the resolution back to be amended, but the assembly could chose to place hold the resolution to return after the lots have been rezoned and recorded with the state. ALTERNATIVES: FISCAL IMPACT: OTHER INFORMATION: Kodiak Island Borough Discuss Property Disposals (Island Lake Property And Property Between Be... Page 24 of 44 AGENDA ITEM #3.c. 1. This conveyance is made pursuant to applicable provisions of the Alaska Statutes Title 38 (Alaska Land Act) and, if applicable, Alaska Statutes Title 29 (Municipal Government), which authorize the State of Alaska or a municipality to dispose of land subject to conditions, covenant, and restrictions in order to protect the public interest. 2. The purchaser shall: a. Commence construction of a residential dwelling on the Property within 24 months after execution of the purchase contract or completion of quick claim deed transfer; and b. Substantially complete construction and obtain a certificate of occupancy (or equivalent authorization required by applicable borough or municipal code) within 36 months thereafter. c. All construction shall comply with applicable State, borough, and local permitting requirements, including but not limited to land use, platting, and building regulations. 3. Primary Residency Covenant a. Upon completion of the dwelling, the Purchaser shall occupy the Property as their primary residence for a continuous period of not less that five (5) years ("Residency Period"). b. For purposes of this Section: 1) "Primary residence" means the Purchaser's true, fixed, and permanent home to which the Purchaser intends to return and remain, consistent with Alaska residency indicators (including but not limited to Permanent Fund Dividend eligibility, voter registration, and tax filings, where applicable). c. This Primary Residency Requirement shall constitute a covenant running with the land, binding upon the Purchaser and all successors and assigns during the Residency Period. This covenant may be recorded in the Kodiak Island Recording District and shall be enforceable consistent with Alaska law and governing covenants. d. During the Residency Period, the Purchaser shall not, without prior written approval of the Kodiak Island Borough: 1) Sell, convey, lease, or assign any interest in the Property; 2) Permit use of the Property as a secondary residence, seasonal cabin, or short-term rental; or 3) Change the primary residential use of the Property. Page 25 of 44 Discuss Property Disposals (Island Lake Property And Property Between Be... AGENDA ITEM #3.c. e. The Purchaser shall, upon reasonable request, provide documentation demonstrating compliance, which may include: 1) Alaska Permanent Fund Dividend filings 2) Voter registration records 3) Utility usage records 4) Any other documentation reasonably required by the Kodiak Island Borough f. Failure to comply with this Section constitutes a material breach. Upon breach, the Kodiak Island Borough may: 1) Declare a forfeiture and revest title to the Property; 2) Exercise a right of reentry or repurchase at the original sale price (less administrative costs); 3) Record or foreclose a lien; 4) Seek specific performance or injunctive relief; or 5) Pursue any other remedy available at law or equity. g. The Kodiak Island Borough may grant temporary waivers or modifications for demonstrated hardship, including: 1) Medical necessity 2) Military service 3) Employment relocation within Alaska or beyond Any waiver must be submitted in writing and consistent with the public interest. h. This requirement is in addition to, and not in lieu of, any applicable borough or municipal land use regulations, zoning ordinances, or subdivision requirements. Page 26 of 44 Discuss Property Disposals (Island Lake Property And Property Between Be... AGENDA ITEM #3.c. 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 KODIAK ISLAND BOROUGH RESOLUTION NO. FY2026-NN A RESOLUTION OF THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH AUTHORIZING LAND SALE OF A PORTION OF USS 3465 LOT 1A-4 AND ESTABLISHING TERMS AND CONDITIONS WHEREAS, the Assembly approved Resolution FY2025-24, which accepted a recommendation from the Borough Lands Committee to dispose of a portion of USS 3465 Lot 1A- 4 as depicted in Exhibit A of the resolution for a land sale; and WHEREAS, the Planning & Zoning Commission on August 20, 2026, approved Planning & Zoning Commission Resolution FY2026-05, in accordance with Title 18 of the Kodiak Island Borough Code, recommended disposal of Lot 1A-4, USS 3465 to the Assembly; and WHEREAS, Kodiak Island Borough Code (KIBC 18.30.020) requires the Borough Assembly to set terms and conditions of sale for the disposal of public lands; and WHEREAS, the Borough Assembly has determined that Lot 1A-4, USS 3465 is surplus to the Borough's needs. NOW, THEREFORE, BE IT RESOLVED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH that Section 1: The Kodiak Island Borough Assembly, in accordance with Title 18 of the Kodiak Island Borough Code, authorizes the Manager or her designee to offer Lot 1A-4, USS 3465, for disposal through sealed bid auction once the following steps have been completed: 1. Complete the platting process in accordance with Title 16 of the Kodiak Island Borough Code as depicted in Exhibit A; and 2. Initiate a change in zoning from PL — Public Use Land District to R2 Two -Family Residential District in accordance with Title 18 and amend the future land use map from public use to urban residential for the four lots depicted in Exhibit A. Section 2: The sealed bid auction process shall be in accordance with Title 18 of the Kodiak Island Borough Code. The following requirements and/or restrictions are established for the sealed bid auction: 1. Timeframe and location of sealed bid auction shall be designated by the Borough Assembly once the rezoning and subdivision processes are completed. The Assembly may revise this resolution to establish the required timeframe and location for submitted sealed bids. Resolution No. FY2026-NN Page 1 of 5 Page 27 of 44 Discuss Property Disposals (Island Lake Property And Property Between Be... AGENDA ITEM #3.c. 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 2. The 4 parcels shall be appraised at fair market value as determined by the Borough Assessor and the minimum acceptable bid at the auction shall be the appraised market value. 3. A single entity (entity is defined as a unmarried individual or married couple; corporations or partnerships are not considered an entity for this land sale) may submit bids on multiple lots; however, no bidder shall be awarded more than one (1) lot. In the event a bidder is the apparent high bidder on more than one lot, the Borough will notify the bidder and require the bidder, within 48 hours of notification, to designate in writing the single lot the bidder elects to purchase. Upon such designation, all other bids submitted by that bidder shall be rejected. If the bidder fails to make a timely designation, the Borough reserves the right to select which lot will be awarded to the bidder or to reject all bids submitted by that bidder. 4. A certified deposit of 10% of the appraised market value shall be submitted with the sealed bid. This deposit must be in the form of a cashier's check or money order payable to the Kodiak Island Borough. No personal checks or credit card transactions are allowed. Deposits of unsuccessful bidders will be returned. The successful bidder's deposit shall be applied toward the purchase price. 5. Only qualified bidders may submit a bid in accordance with KIBC 18.20.070. 6. Notice of sealed bid process shall be in accordance with KIBC 18.20.140. 7. Award of Bid shall be made to the highest responsive and responsible bidder, subject to the Borough's reservation of rights. The Borough's determination of the successful bidder shall be final. The Borough shall notify the successful bidder within 24 hours of the determination of the Award of Bid. The successful bidder shall pay the balance of the purchase price within 30 days of notice of award. Payment must be made in certified funds acceptable to the Borough. 8. Failure to complete payment within the required time shall constitute default and the certified deposit shall be forfeited as liquidated damages. 9. The Borough may award the property to the next highest bidder or reoffer the property for sale. Section 2: The four parcels as outlined in Exhibit A shall be subject to the following terms and conditions: Any conveyance of these properties is made pursuant to applicable provisions of the Alaska Statutes Title 38 (Alaska Land Act) and, if applicable, Alaska Statutes Title 29 (Municipal Government), and Title 18 Kodiak Island Borough Code, which authorizes the Borough to dispose of land subject to conditions, covenants, and restrictions in order to protect the public interest. 2. The purchaser shall: Commence construction of a residential dwelling on the Property within 24 months after execution of the purchase contract or completion of quick claim deed transfer; and Page 2 of 5 Page 28 of 44 Discuss Property Disposals (Island Lake Property And Property Between Be... AGENDA ITEM #3.c. 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 b. Substantially complete construction and obtain a certificate of occupancy (or equivalent authorization required by applicable borough or municipal code) within 36 months thereafter. c. All construction shall comply with applicable State, borough, and local permitting requirements, including but not limited to land use, platting, and building regulations. 3. Primary Residency Covenant a. Upon completion of the dwelling, the Purchaser shall occupy the Property as their primary residence for a continuous period of not less than five (5) years ("Residency Period"). b. For purposes of this Section: i. "Primary residence" means the Purchaser's true, fixed, and permanent home to which the Purchaser intends to return and remain, consistent with Alaska residency indicators (including but not limited to Permanent Fund Dividend eligibility, voter registration, and tax filings, where applicable). c. This Primary Residency Requirement shall constitute a covenant running with the land, binding upon the Purchaser and all successors and assigns during the Residency Period. This covenant may be recorded in the Kodiak Island Recording District and shall be enforceable consistent with Alaska law and governing covenants. d. During the Residency Period, the Purchaser shall not, without prior written approval of the Kodiak Island Borough: i. Sell, convey, lease, or assign any interest in the Property; ii. Permit use of the Property as a secondary residence, seasonal cabin, or short-term rental; or iii. Change the primary residential use of the Property. 4. The Purchaser shall, upon reasonable request, provide documentation demonstrating compliance, which may include: a. Alaska Permanent Fund Dividend filings b. Voter registration records c. Utility usage records d. Any other documentation reasonably required by the Kodiak Island Borough 5. Failure to comply with this Section constitutes a material breach. Upon breach, the Kodiak Island Borough may: a. Declare a forfeiture and revest title to the Property; b. Exercise a right of reentry or repurchase at the original sale price (less administrative costs); c. Record or foreclose a lien; d. Seek specific performance or injunctive relief; or e. Pursue any other remedy available at law or equity. Resolution No. FY2026-NN Page 3 of 5 Page 29 of 44 Discuss Property Disposals (Island Lake Property And Property Between Be... AGENDA ITEM #3.c. 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 6. The Kodiak Island Borough may grant temporary waivers or modifications for demonstrated hardship, including: a. Medical necessity b. Military service c. Employment relocation within Alaska or beyond d. Any waiver must be submitted in writing and consistent with the public interest. 7. This requirement is in addition to, and not in lieu of, any applicable borough or municipal land use regulations, zoning ordinances, or subdivision requirements. 8. Any remaining unsold properties not disposed of within this sealed bid auction shall be withdrawn pending future evaluation and action. 9. All parcels will be conveyed by Quit Claim Deed subject to easement, reservations, and restrictions of record. ADOPTED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH THIS DAY OF , 2026 KODIAK ISLAND BOROUGH Jared Griffin, Borough Mayor VOTES: Ayes: Noes: Resolution No. FY2026-NN ATTEST: Nova M. Javier, MMC, Borough Clerk Page 4 of 5 Page 30 of 44 Discuss Property Disposals (Island Lake Property And Property Between Be... AGENDA ITEM #3. c. 174 175 176 MmelI[me, MOMWO1➢0920101 Exhibit A Page 5 of 5 Page 31 of 44 Discuss Property Disposals (Island Lake Property And Property Between Be... AGENDA ITEM #3. d. KODIAK ISLAND BOROUGH STAFF REPORT APRIL 9, 2026 ASSEMBLY WORK SESSION SUBJECT: Discuss The Possibility Of Implementing Marijuana Sales Excise Tax ORIGINATOR: Caroline Roberts, Assembly Member RECOMMENDATION: For consideration by the Assembly and potentially to instruct staff to prepare a code amendment. DISCUSSION: Assembly members Roberts and Woods turned in the attached Agenda Item Request Form with a request for the Assembly to discuss the possibility of implementing an excise tax for marijuana sales. Kodiak Island Borough Code 3.70.030, Excise Tax on Marijuana A. The borough hereby levies an excise tax on all marijuana cultivated in any facility licensed pursuant to 3 AAC 306.300, including standard marijuana cultivation facilities, and limited marijuana cultivation facilities. B. All nonexempt marijuana transferred from a marijuana cultivation facility shall be taxed as follows:1. Any part of the flower and bud, as defined in 15 AAC 61.290, will be taxed, on a per -ounce basis, at a rate equal to 20 percent of any per -ounce excise tax imposed by the state of Alaska on the date of transfer pursuant to AS 43.61.010, or $10.00 per ounce, whichever is greater;2. All remaining portions of the plant not included in subsection (B)(1) of this section will be taxed, on a per -ounce basis, at a rate equal to 20 percent of any per -ounce excise tax imposed by the state of Alaska on the date of transfer pursuant to AS 43.61.010, or $3.00 per ounce, whichever is greater. C. A marijuana cultivation facility that is also licensed as a marijuana product manufacturing facility must pay tax on all marijuana transferred from the cultivation facility to the product manufacturing facility for the month in which the marijuana was transferred. D. A marijuana cultivation facility that is also licensed as a retail marijuana store must pay tax on all marijuana transferred from the cultivation facility to the retail marijuana store for the month in which the marijuana was transferred. ALTERNATIVES: FISCAL IMPACT: OTHER INFORMATION: Kodiak Island Borough Discuss The Possibility Of Implementing Marijuana Sales Excise Tax Page 32 of 44 AGENDA ITEM #3. d. No Tooz�-v(o KODIAK ISLAND BOROUGH ATTACH THE ORDINANCE, RESOLUTION, OR AGENDA ITEM INFORMATION FOR ITEMS THAT ARE READY TO BE PLACED ON THE AGENDA DATE SUBMITTED: 7�' 2-k ZOZAO Requestor: Cm gy)e �—OlxrtS Preferred Mtg. Date: —` � �I j 2(O Item Description: R�yiSi� C(AVYtYNr coals 310.030 , to Y��SQs� t ca5sibi 1�� �i��leme jh� otn excf�e fi��r`,h W011i;1661ha sghes_ REQUEST FOR ASSISTANCE STAFF TO PREPARE AN ORDINANCE OR RESOLUTION Requestor 1: � Ot`(' 6lf Requestor 2: J� I-A)60`tt) Detailed Description: ,oes-tm OAS mo►h ct cl ui fi-n e view code tv reFlec t LEGAL OPINION REQUEST Requestor 1: Date when you want the opinion by: Detailed Description: See pertinent code sections on the back. Requestor 2: Revised on: 20240607 nj Page 33 of 44 Discuss The Possibility Of Implementing Marijuana Sales Excise Tax AGENDA ITEM #3.d. KIBC 2.30.050 (C.3) Agenda items submitted by an assembly member or the mayor without staff assistance, or submitted by the manager, shall be included on the agenda within 60 days. KIBC 2.30.060 (B) Preparation of agenda items. ordinances, resolutions, or other proposed agenda items may be submitted to the clerk by an assembly member, a committee of the assembly, the mayor, or the manager for placement on the agenda. An assembly member may request an item placed on the assembly agenda by completing an agenda request form provided by the borough clerk's office and providing a copy of the proposed item in a format that is ready to be placed on the agenda. KIBC 2.20.070(C.1) Requests for Staff Assistance. During a work session or a meeting, or by submitting a request for services on a form provided by the borough clerk's office, the mayor may request that the manager, clerk, or attorney prepare a proposed ordinance or resolution to be submitted to the clerk for placement on the agenda in accordance with section 2.30.060(C)(4). KIBC 2.30. 100(G. 1) Requests for Staff Assistance. During a work session or a meeting, or by submitting a request for services on a form provided by the borough clerk's office, any two or more members of the assembly may request that the manager, clerk, or attorney prepare a proposed ordinance or resolution to be submitted to the clerk for placement on the agenda in accordance with section 2.30.060(C)(4). KIBC 2.30.050 (C.4) Agenda items prepared by staff at the request of the mayor or by two or more assembly members under section 2.20.070(C) or 2.30.100(G) shall be scheduled on an agenda within 60 days of the agenda item request being submitted to the clerk, unless the assembly directs that the item appear on a particular meeting agenda. KIBC 2.20.070(C.2) Requests for Legal Opinions. During a work session or a meeting, or by submitting a request for services on a form provided by the borough clerk's office, the mayor and an assembly member may request written legal opinions, relating to borough business, from the attorney through the manager's or the clerk's office. Upon receipt of the legal opinion, the clerk's office shall distribute it to all assembly members. KIBC 2.30.100(G.2) Requests for Legal Opinions. During a work session or a meeting, or by submitting a request for services on a form provided by the borough clerk's office, any two or more members of the assembly, may request written legal opinions, relating to borough business, from the attorney through the manager's or the clerk's office. Upon receipt of the legal opinion, the clerk's office shall distribute it to all assembly members. For staff use: % Received date: 0 31 2'U l 1p Provided a copy to the Manager on: 03 60 days deadline: 05 T- Scheduled on the meeting agenda of: Notes: KIBC 2.30.060 (B) Upon receipt of an agenda item request, the borough clerk shall immediately provide a copy to the borough manager. The borough manager may provide information or make recommendations, if applicable, and submit such information to the borouqh clerk for inclusion with the agenda item Revised on: 20240607 nj Page 34 of 44 Discuss The Possibility Of Implementing Marijuana Sales Excise Tax ---------------r----------.....-----------------,-------------------r-----------••------ ------......---------t-.....--------.......-----------------.........------------------------------.................----...------------..............................I 100-100 LEGISLATIVE FY2026 CHANGE ; FY2027, LEVEL 1; COMMENTS ;Personnel Services 2.20.070 (A)(1) Mayor's compensation is 700/mo totalling to 8,400/year. $700 Reduction due to non -mayoral :410.106 ;Mayoral Stipend : $ 9,100.00 ; $ 700.00 $ 8,400.00 :ABC • . ;election year. KIBC 2.30.100 Assembly members receive 500/mo totaling to 6,000 per Assembly member, 42,000 per year. In tight: 410.108 Assembly Stipend $ 43,000.00 $ 500.00 $ 43,500.00 ' ;of three upcoming expiringterms, I provided for an overlap of 1,500. :420.120 : FICA Taxes ; $ 3,986.00 ; $ -----•----------- 16.00 ; $ - 3,970.00 ---------------- -------------------------------------------------------------------------------------------------------------------------------------------- -------------- :420.140 --------------------------------- ;Retirement ,--------------: ; $ 4,080 00 $ 4,080.00 , $ - :420.150 ;Workers Compensation ; $ 188.00 ; $ 22.00 : $ 166.00 -----------------------------------------------%------------------ ;Professional Services al ----------------- --------------------.-_--------------------------..------------------------.-----_..-----------------------------------------------.---------------------------•------� :-- 430.130 --------------------= Political Lobbyist -----------------------------s- - ; ; $ 72,000.00 -•-----------------_----•-------•-----------------------------------------------------------------------------------------------•----------------------------------� - $ 72,000.00 Juneau Lobbyist - 45K, C#26-27, Exp:12/31/28; Federal lobbyist - 27K, C#08-45, Open Ended :450.101 r-------------- ------- ;Lobbying Expenses r--------------•-----------,--------- ---------•------••_....- ; $ 1,500.00 ; -- --- --:----••----------'+---------------------- -------------------------------•-----------•---------------------- ; $ 1,500.00 ;This will cover miscellaneous expenses related to lobbying efforts: dinner, food, copying, shipping, etc_ ----- - - - - -� :430.102 ;Consolidation Expenses ; $ - ; $ - :In FY2022, $963 was incurred L-------------- •-------------------------------- ;Support Goods and Services ,...--------••--------•-----------------------•---------------- •------------------- --------------------------------------- ----------- ----------------------------------------------------------------------------------------------------------------------------------------------- • ---------------- -----------------------------------------------------------------------------------------------•-------------------------------------------- :450.100 :Office Supplies ; $ 1,000.00 : $ 1,000.00 ; $ - ; Do not use this account. Combined to Clerk's Office. ; --------------- :450.140 t---------•----------------------;-----------------• ;Dues, Books, and $ ---------------• 20,100.00 $ ;•-------•••••--...----;----------------------...-------------------------.....--------------••------------------------------------------------------------------------� 400.00 $ 20,500.00 ;AML Membership-10,829.20; AML Membership ACoM - 200; SWAMC Membership - 8,268; UFA Membership - Subscriptions -$350;1 NACo Membership Dues =$450 = Est: Total is $20097.20 :450.160 ------------------------------ Furniture/Fixtures --------------- $ 1,000.00 ; $ ;- -------------------------------------------- __ _ __ __ _ _ _ _ 1,000:00 $ _ :Zeroed out = furniture and fixtures are charged to engineering/media equipment to IT --------- :450.170 ;Machinery/Equipment ; $ - ; $ - ,Zeroed out : Presents to outgoing officials $100/person - $300; Assembly pictures - $500; SWAMC Sponsorship - $1,500; :450.200 ;Honorarium, Amenities, & $ 7,900.00 : $ 400.00 $ 7,500.00 SWAMC Basket - $500; AML Sponsorship (Conference) $1,000; Chamber of Commerce - $1,000; NPFC Reception; ;Sponsorships Board of Fish Reception; Foraker Group for Strat Planning; Kodiak Summit Community Coalition -- ------------ :450.210 --------------------------------- :Food Business Lunch -------------------------------------- : $ 2,500 :00 ; ;---------------------- ;-----------------------------------------------------------------------------------------------------------------------------------------.-----; ti $ -- 2,500.00 :Water, Coffee, snacks, cutleries, birthdays, etc_ r -------------- :450.220 -- - "- ;Insurance and Bonding -;Assem6(jr7raveUlper -_ $ :Entered by Finance for general liability insurance for the legislative body - _ ------------------------------------- -- 4�.300 ;Rlem ; $ 25,000.00 $ 9,000.00 $ 16,000.00 :Reduced by 9K - See details in the spreadsheet provided ; :4W.301 - -----------r----- - - ;Mayor TraveUPer Diem ----,- _ ; $ - =----------------------------------------=-------------------------------------------------------------------------------------------------------------------------------------- 19,000 :00 $ 6,000.00 ; $ ----------------------------------------------- 13,000.00 ;Reduced by 6K _ See details in the spreadsheet provided ------- ---------------�-; 45.330 ; Rent ; $ 55,356.00 $ 1.00 ; $ 55,355.00 - -+ r-'-__----.•-r--_-...-•--_--• :450.340 .............•---r--_-_•--.-...-•---•r-----.-------------------------------- ;Telephone/Communicati ; $ 500.00 $ -................----_--------------..----......-•--------------_•_---••---.................-_----•---_--_-------.----------•-------------- 2,000.00 $ 2,500.00 ;These are allocated by the IT Director when the GCI bill is received. Average is about $2,000 to $2,500 per year. ;o ----------------------------------------------------------- :450.485 L.............., -- :Town Meeting Costs $ 2,000.00 : ------. --- -•-------------------------- : $ 2,000.00 :Off -site meetings, Jt Assembly/City Events, etc. - $ 268,210.00 : $19,319.00 : $ 248,891.00 ;Reduction of $19,319 for FY2027 ; Assembly's Budget for FY2027 (Listed below will be considered annual routinely scheduled conferences or meetings per KIBC 2.30.100 (F)(6)) Account# 100-100-450-300 Budget $ 16,000.00 Date Traveller Purpose Location Registration Airfare Lodging Misc Sub -Total Per TOTAL Diem August 2026 1 attendee 2026 AML Summer Legislative Fairbanks 275.00 355.00 600.00 50.00 $ 1,280.00 353.50 1,633.50 Conference December 2026 2 attendees 2026 AML Annual Local Anchorage, AK 375.00 301.00 700.00 50.00 $ 1,426.00 508.50 1,934.50 Government Conference 375.00 301.00 700.00 50.00 $ 1,426.00 508.50 1,934.50 December 2026 2 attendees Newly Elected Officials (NEO) Anchorage, AK 375.00 301.00 700.00 50.00 $ 1,426.00 652.50 2,078.50 Conference 375.00 301.00 700.00 50.00 $ 1,426.00 652.50 2,078.50 February 2027 1 attendee AML Winter Legislative Juneau, AK 250.00 580.00 1,000.00 50.00 $ 1,880.00 427.50 2,307.50 Conference March 2027 1 attendee SWAMC Economic Summit Anchorage, AK 350.00 301.00 660.00 50.00 $ 1,361.00 508.50 1,869.50 March 2027 1 attendee DC Travel Washington, DC 850.00 650.00 100.00 $ 1,600.00 1-522.001 2,122.00 Left over amount can be used for travel to the villages Travel $ 11,825.00 4133.50 Available 15,958.50 41.50 K/BC 2.30.100 (F)(6) For travel other than annual routinely scheduled conferences or meetings, assembly members shall bring any travel requests, prior to travel, to a regular assembly meeting or work session for concurrence of the assembly, stating the date, place, length of travel, projected cost, and purpose of trip. If there is no regular assembly meeting or work session before the planned trip, the as member shall request the clerk to poll the entire assembly for approval by a majority of the assembly. a. Following completion of travel, the assembly member shall given an oral report stating accomplishments and knowledge gained from the trip as well as the actual expenses of the trip. v CD W 0 P, Mayor's Budget for FY2027 (Listed below will be considered annual routinely scheduled conferences or meetings per KIBC 2.30.100 (F)(6) Account# 100-100-450-301 Budget $ 13,000.00 Date Traveler Purpose Location Registration Airfare Lodging Misc Sub -Total Per TOTAL Diem August 2026 Mayor 2026 AML Summer Fairbanks, AK 275.00 355.00 600.00 50.00 $ 1,280.00 353.50 1,633.50 Legislative Conference August 2026 Mayor Aerospace States Association Albuquerque, NM 1,100.00 50.00 $ 1,150.00 1,150.00 December 2026 Mayor 2026 AML Annual Local Anchorage, AK 375.00 301.00 700.00 50.00 $ 1,426.00 508.50 1,934.50 Government Conference February 2027 Mayor 2027 AML Winter Legislative Juneau, AK 275.00 1,005.00 50.00 $ 1,330.00 427.50 1,757.50 Conference March 2027 Mayor SWAMC Annual Conference Anchorage, AK 350.00 301.00 660.00 50.00 $ 1,361.00 508.50 1,869.50 October 2026 Mayor Federal delegation lobbying Anchorage, AK 301.00 650.00 50.00 $ 1,001.00 177.00 1,178.00 (in lieu of DC) - AFN Federal delegation lobbying TBD Mayor (in lieu of DC) Defense Anchorage, AK 301.00 650.00 50.00 $ 1,001.00 177.00 1,178.00 Left over amount can be used for travel to the villages $ 8,549.00 2152.00 10,701.00 Available 2,299.00 K/BC 2.30.100 (F)(6) For travel other than annual routinely scheduled conferences or meetings, assembly members shall bring any travel requests, prior to travel, to a regular assembly meeting or work session for concurrence of the assembly, stating the date, place, length of travel, projected cost, and purpose of trip. If there is no regular assembly meeting or work session before the planned trip, the as member shall request the clerk to poll the entire assembly for approval by a majority of the assembly. a. Following completion of travel, the assembly member shall given an oral report stating accomplishments and knowledge gained from the trip as well as the actual expenses of the trip. ..................................................... :100-110: BOROUGH CLERK ------•--•-------- ; -- ................................................................................................................................................................................ FY2026 -..... . CHANGE i FY2027, LEVEL 1 COMMENTS ---------------------------------------------------- Personnel Services L...................................................1...................J.................J-----------------------.;................................................................................................................. :410.110:Salaries 324 268.00 ; $ $ .. . ..... ... . . . . 4 541.00 ; 328 809.00 ; ' $ - ---........ ---- .......... - ---- - - -- ---- ---- - - ..._..... -- - ....- - --- - - - - - ----------=--------------------------------------- :410.120 Temporary Help =------------------ - ; $ 10,000.00 ; ------....---;----.......------......-;------------.....- ; $ - Zeroed out. There will be enough coverage from existing staff for election season. ...................._..._.------ ......---------- ...-.....------------ 0--.._.. .; ;........... i................ _ ___ ;410.130 ;Overtime , ................ I---------..-..... ; $ 7,000.00 ; ti--- $ -------....................------- .............................-------- -•-------------------------------------- :410.152:Cell Phone Stipend ; $ 1,200.00 : --------�'�---00-00 ------------------------------------•- ------------------------------------------•- ----- --- 1,200.00-------------...-------------- .------------------------------------------------------------------- ------------------- ----------- ---- ---------------•------------------------------------------------•-------,.. :420.110 ;Unemployment Taxes ; $ 342.00 : $ 5.00 $ 337.00 - - ..... - - - - - ... - - - --- - .. - --- - - . .------•-------------------- -----------------------; :420.120 ; FICA Taxes -...----------•-- ; $ -----------...--- 26,199.00 : $ ...-•-------0...... 418.00 $ 25,781.00 ; --.. _ _ _ - . _ _ _ _ _ _ :420.130 ;Group Insurance ; $ 84,300.00 ; $ 3,900.00 ; $ 88,200.00 L......--..:--------------------------------------- .420.140 :Retirement -i--------....------J---......------..J $ .......... 6,357.00 $. -•............ ------------------•-----------------------------------------------------------------------------------------------------------------� --100,205.00 i - - - - - - - -- - - - --......-•--•-------•----------------- --- -- - - _....- -- - - :420.150:Workers Compensation : $ .93,848.00 _$ 1,233.00 : $ 448.00 $ 785.00 -- ... - - - - -- ---- -- - - ------- - - ------ --- -- ---- -? Professional Services=------------------- -�----....---------•;-----------•---- ... - --- - - - - -... -�-- _ -?- .--------------------------------•------------......_..__..._-----------------------------------...-------------------------------- --------------------------------------------------r---------•--------;-----------------•----------------------- ' ;Zeroed out. Any training for Assembly and boards, charge to boards and commissions. Training for records :430.140 ;Contracted Services ; $ 1,000.00 ; $ 1,000.00 : $ - ' :charge to records management. Support Goods and Services - - - ;..-$ -- - :. - ; - - - -- - - - - - - -- - - - - -- -- - -----...-- ;------•------------------•----------•--; :450.100 Office Supplies ----------------- $ 2,000.00 : $ 2,000.00 :Zeroed out Legislative Office Supplies. This fund will cover both departments. _ _ _ ------------------ ----------- ,--------------- :450.110 Operating Supplies ;----------- ---•---- ;........................................... : $ - Zeroed out. Do not use. Charge to office supplies instead. -- - -- ..._..-----------------------------------------------------------------------; '------------------------------ ------------------------------------------------------;------------ ' ;-- - -- - - - - -- ------ ... :Printing and copying, copier charges. This includes payment to Code Publishing for the paper supplements: :450.120 Printing/Binding ; $ 7,000.00 ; $ 2,000.00 ; $ 5,000.00 :and electronic update. Election Pamphlets are charged to the election account. _ _ ; :450.130 :Postage - - -- --------------- 100.00 : $ 50.00 . $ 150.00 :Postage Expense -- - - - - - - -- - Dues and membership fees for AAMC, IIMC, Nagara, ARMA, and Kodiak Daily Mirror Subscription. :450.140 :Dues, Books, & Subscriptions $ 1,500.00 : $ 1,500.00 Membership to IIMC is required in order to get certified. Other memberships are necessaryto get ;discounts for conference registrations and to get included in communication, etc. r.....................•--_.......__...-•--•--------r...--_-...........1 :450.160 ;Furniture and Fixtures ----------------- ; $ 1,000.00 ; 1------------------------ 1------------------------------- ........---------------- ..-_..•..---------------------------------------------------- -.....----......, : $ 1,000.00 :For office chairs and other fixtures --------------------------------------------------------------------------------- ---------------------------------------------------------------300.00 ;Honorarium/Amenities/Sponso : :456.200 ; : $ ,---------------- ;- �-------------00.00 donations, etc. 3 : U n, d s, e Used for AAMC auction, � ;rship ------ --------------------------------------------------------------------------------------------------------------------------------- _ _ - W :Food/Business Lunch/Meeting ;4 210 ' $ 100.00 $ 200.00 : $ ;Used for coffee with the Clerks - inhouse peer to peer training for Borough staff, and records Management 300.00 ;t z n ;Rooms : :training. g - -�,---------------------------------------------------------- :45b.230 :Advertising/Hearing ; $ ;------------------------------------------; 20,000.00 ; ; $ --------------------------------------------------------- ------------------------------------------ --------- •-----------------------' 20,000.00 : Payment to Kodiak Daily Mirror, KMXT psas are free _ y 00 i •-------------------------- .--------------------------------------- -_- :Per AS 15.13.145(4)(b), a municipality may use funds to in :450.232 , :APOC Advertising- Ballot Prop $ 1,000.00 ; ; $ 1,000.00 :funds have been specifically appropriated for that purposE :reserved for that purpose only and are not used for electio :450.270 :Continuing Education ;- $ 28,000.00 ------------------------------------------------------------------------ 20,000.00-----_...- - ---........ - .................. - :450.290 ;Recruit/Relocation : $ - -- -;•-----•---------------•-------••------ ' $ - - - - - - ------- - - - - - - ..._...._... --•----....,.---•-----•----------•----------•-------+-----------•-------;----- ' -+--- -•-- .:- - ---- :Used for costs for transporation related to work, research, ;450.300 :Travel/Per Per Diem : $ , : $ 2,000.00 : --------------- -----------------_--- :litigation: etc. --•-----------------...------------....... :450.327 :Fines -------------•-------------------------------- ; �------------------- - ----•-•-------•-•-------------•----------.._...---------------------. ---------------------------------------------------;-----------•------,-----------------� :450.330 :Rent : $ ------•-----•---------•-----------•---------------------------�........................................... 50,942.00 : $ 1,617.00 : $ 49,325.00 :Reduction due to movement of fire safe cabinets for legac ;•-----------------•-•----------------------------- 450.340 Telephone/Communications $ - ; $ 325.00 $ 325.00 :These are allocated by the IT Director when the GCI bill is i 450.430 ;Maint & Repairs - - - - - - -- r------------------;- - --- , ..-- ----......-- - ----- -. -------•---: :450.470 -----•---------------------------•--- :Election Local : $ - 45,000.00 ; $ - - - 5,000.00 : $ 40,000.00 :Reduced from $45,000 to $40,000 -------------------------------------------------------- fluence the outcome of an election only if the by a municipal ordinance. These funds are ------------------•------------------------------------- N. boards and commissions, attendance to documents in the records room. ........................................................ eceived. Average is between $300-$325/year. ------------------------------------------------------------ ---------------•---------------------.... -- ----- i nis is Tor payment Tor presenters Tor L A training, viuevs, UUUKS, IUUU UUf if lg if dlf 111lg, Pdyl l Iti I l W DUE :450.480 :Boards & Committees : $ 2,000.00 : : $ 2,000.00 --------------------------------------------------;------------------ ;----------------------------------------- members:-----•-------...-----------------------------------------•-----------------....--------------------------------------- :Records related purchase (supplies, boxes, and labels). Destruction of records, shredding, training for 450.530 :Records Management $ 5,000.00 $ 2,000.00 $ 3,000.00 :Laserfiche use - bringing a presenter in: -----------;--------------------------------------- ,-----------------; - - - ----- - ; - --..-------- •------- --------------------------------------------------------------------- --- i ; $ 715,332.00 ; $ 15,115.00 ; $ 700,217.00 :Reduction of $15,115 for FY2027 ---------- ----------------------------------------------------------------------------------------------------------------------------------------------' BUDGET FY2027 Clerk's Office Account 100-100-450-270 Continuing Education = $28,000 Account 100-100-450-300 Travel Per Diem = $2,000 Continuing Education / Per Diem 450-270 Budget $ 20,000.00 Date Purpose Location Registration Airfare Lodging Misc Per Diem Sub -Total July 21-24, 2026 Nagara, Philadelphia Philadelphia 698.00 1,411.19 891.16 26.81 $ 412.50 $ 3,439.66 July 21-24, 2026 Nagara, Philadelphia Philadelphia 698.00 1,411.19 891.16 26.81 $ 412.50 $ 3,439.66 December 7-10, 2026 AAMC, Anchorage Anchorage, AK 650.00 249.50 507.00 0.00 $ 406.00 $ 1,812.50 December 7-10, 2026 AAMC, Anchorage Anchorage, AK 525.00 218.82 507.00 35.40 $ 406.00 $ 1,692.22 December 7-10, 2026 AAMC, Anchorage Anchorage, AK 350.00 237.40 507.00 46.75 $ 406.00 $ 1,547.15 April 2027 Laserfiche, Las Vegas Las Vegas, Nevada 1,204.00 705.00 1,048.70 50.00 $ 445.50 $ 3,453.20 May 2027 IIMC Annual Conference, Texas Fort Worth, Texas 909.00 995.00 1,029.00 39.82 $ 487.50 $ 3,460.32 $ 2,976.00 $ 18,8".71 Available $ 1,166.29 AGENDA ITEM #8.b. Nova Javier From: Jared Griffin Sent: Tuesday, March 31, 2026 1:55 PM To: Nova Javier; Seema Garoutte Cc: Clerks Subject: Fw: Marijuana tax item Thought I should include yall on this, too. From: Jared Griffin <jared.griffin@kibassembly.org> Sent: Tuesday, March 31, 2026 1:53 PM To: Caroline Roberts <caroline.roberts@kibassembly.org>; Jeffery Woods <jeffery.woods@kibassembly.org> Cc: Bo Whiteside <bo.whiteside@kibassembly.org>; Aimee Williams <awilliams@kodiakak.us> Subject: Marijuana tax item Hi Caroline and Jeff: I'm very interested in the marijuana tax item you've brought to us, and I've done some reading on it and what other municipalities have done. I'm primarily concerned with how we get this through the work session discussions before we craft actual language, plus this will need to go in front of the voters this fall, so this is the right time to work on it. The first step is not to pick a tax rate. You will want to be clear about what problem you are trying to solve (revenue shortfall, health education for kids/teens, etc), keeping in mind the city's tax rate. Alaska law also gives us room to regulate marijuana establishments locally, so the question is less "can we tax it?" than "what form of tax makes sense here without over -layering what already exists?" Here is the sequence I would use as we prep for the April 9 work session, and am open to discussion: 1. Do a legal and policy inventory first. Have staff or counsel produce a short memo that answers four things related to marijuana: what taxes the state already imposes; what the borough already imposes; what the City of Kodiak imposes; and where, exactly, a new borough policy would sit on top of those layers. 2. Define the borough's objective in one sentence. Pick one primary purpose: revenue diversification, cost recoveryfor regulation/enforcement, parity with alcohol/tobacco, or education supplement. If you try to do all four at once, you will get a muddled ordinance and a muddled public defense. You have options, but you need a clean rationale before choosing among them. 3. Build a local market baseline before proposing anything. With staff assistance, get 12-24 months of local data: number of retailers, cultivators, and Page 41 of 44 AGENDA ITEM #8.b. manufacturers; where they are located; gross sales if available; the current tax stack (city and state?); and what share of sales likely comes from residents versus visitors. Also map which businesses are in the city versus elsewhere in the borough --should be easy. 4. Talk to the businesses before you draft. Ask them where the real pressure is: wholesale margin, testing costs, compliance burden, security costs, shipping, or retail price sensitivity. Businesses will be the best source for whether another layer would be absorbed, passed on, or distort who can survive. 5. Choose the tax base carefully. Other Alaska municipalities provide useful benchmarks: Juneau adds 3% on retail marijuana sales on top of its 5% general sales tax, while Anchorage and Ketchikan Gateway Borough each use a 5% marijuana retail sales tax. Those should be treated as comparison points, not automatic models for Kodiak. 6. Model at least four scenarios before introducing an ordinance. I would model: o keep current KIB policy as -is; o a very low retail add -on, 1% amore modest retail add -on, 2%; a Juneau -style 3% option. I would not lead with a 5% borough marijuana tax unless the data show strong market resilience. 7. Write in safeguards. The cleanest safeguards are usually a low introductory rate, a sunset, and a mandatory review. For example: adopt a 1 % or 2% retail tax for two years, require an annual report on sales, tax receipts, business closures, and price effects, and automatically sunset unless reauthorized. That lets the borough test the policy without locking itself into a rate that turns out to be heavier than intended. The same ordinance should align filing and enforcement with existing borough tax administration so you are not creating a second compliance system for a small industry. KIB already has marijuana tax returns and business -license administration, so we can use that infrastructure. 8. Dedicate the revenue narrowly and visibly. Politically and substantively, a marijuana tax is easier to defend if it is tied to costs or community purposes people can understand: code enforcement, compliance administration, youth prevention, behavioral health, or a limited offset to general fund pressure. A vague "general revenue" case is harder to sustain, I think. Juneau, Anchorage, Sitka, and Ketchikan show that Page 42 of 44 AGENDA ITEM #8.b. marijuana -specific local taxes are workable in Alaska; the real policy question for Kodiak is what level is justified by local need and local market capacity. One Assembly work -session path could be: • Work session1: legal/finance memo on current state, borough, city marijuana tax layers; • Work session 2: after data gathering and stakeholder/business owner testimony; • Work session 3: scenario modeling at 0%, 1 %, 2%, and 3%; • Work session 4: draft ordinance with sunset and annual reporting; discuss ballot initiative and public hearings. Just some thoughts I had to keep things moving. jared Page 43 of 44 AGENDA ITEM #8. c. Meeting Type: KODIAK ISLAND BOROUGH Assembly Work Session Date: April 9, 2026 Please PRINT your name legibly Phone number Page 44 of 44