Monthly Work Session

agenda: THE SCHOOL BOARD OF SARASOTA COUNTY, FLORIDA Landings Administrative Complex 1980 Landings Boulevard Monthly Work Session September 1, 2026 10:00 AM

A. Call Meeting to Order

1. MEDICAL & WELLNESS UPDATELinked attachment: MEDICAL & WELLNESS UPDATE Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/4a35c9df-5375-4067-870c-632dd6395b74 Title MEDICAL & WELLNESS UPDATE

HR Presentation.pdfLinked attachment: HR Presentation.pdf Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/b142002a-12c0-43db-be5a-51b11e897ff3 Self-Insured Benefits and Wellness Update

Why Changes to the Medical Plan Approx. $30M increase in medical plan spend within a 5-year period

Mid-Year Enrollment Outcomes – July 1st

2026 Claims Experience (Through June 2026) • Costs have decreased 3.04% vs. the same time last year • Costs have decreased 10.43% vs. Plan Year 2025

2027 Medical Plan Projections

Updated Financial Analysis  In Plan Year 2026, there was an 8.5% rate increase. Additional plan design changes occurred mid-year for effective July 1, 2026.  In Plan Year 2027 there will be a 1.77% rate increase. Plan Year (Calendar Year)Fiscal Year Self Insured 20272026 7/1/2026 - 6/30/2027 Tentative Budget 7/1/2025 - 6/30/2026 Actuals 7/1/2024-6/30/2025 Actuals $ 76,922,018$ 80,282,379$ 75,630,045$ 81,380,045$ 76,688,581Premiums $ 11,163,260$ 8,122,269$ 9,135,721$ 9,129,021$ 9,161,181Rx Rebates $ 600,000$ 600,000$ 1,962,520Investment Gain/Loss $ 88,085,278$ 88,404,648$ 85,365,766$ 91,109,066$ 87,812,282Total Revenues $ 81,554,974$ 80,078,216$ 81,427,813$ 84,008,482$ 84,161,690Claims $ 6,530,304$ 6,414,837$ 6,591,029$ 6,406,890$ 6,260,659Expenses $ 88,085,278$ 86,493,053$ 88,018,842$ 90,415,372$ 90,422,349Self-Insured Total Expenditures $ 0$ 1,911,594$ 2,653,076$ 693,694$ (2,610,067)Operating Gain/Loss

Updated Financial Analysis 112.08 Reserve Available Funds for 112.08 Reserve Budgeted Fiscal Year 2026– 2027 Projected 7/1/2025 thru 06/30/2026 Actual 7/1/2024 thru 06/30/2025 $21,841,095$21,147,401$23,757,468Carryforward from Prior Year $2,653,076$693,694($2,610,067)Operating Gain/(Loss) $24,494,171$21,841,095$21,147,401Total Available for 112.08 $81,427,813$84,008,482$84,161,690Incurred Claims $13,571,302$14,001,414$14,026,94860 Day Reserve Requirement $10,922,869$7,839,681$7,120,453Remaining Balance

Wellness

SCS Wellness Strategy Wellness Dimensions Support Strategic Plan Pillars 3.1 and 3.2 The district’s wellness philosophy is built on five interconnected dimensions that create a holistic approach to employee wellbeing and support Strategic Plan Pillars 3.1 and 3.3. Physical: Move, prevent and protect Financial: Plan, save and prepare Nutritional: Fuel health and performance Emotional: Manage stress and build resilience Social: Connect, collaborate and belong

Wellness Engagement Over Time 10880 15113 23979 42067 22-23 23-24 24-25 25-26 Annual Total Engagements by Year Wellness engagement has grown each year, reaching 42,067 engagements in 2025-2026. Nearly 4x the 22-23 year *First year of data for newsletter engagements *

Presenter: Ashley Romadka

2. SAFETY & SECURITY UPDATESLinked attachment: SAFETY & SECURITY UPDATES Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/2b521300-76c1-4af8-98d5-cc8b3e547701 Title SAFETY & SECURITY UPDATES

090126 Safety & Security Report.pdfLinked attachment: 090126 Safety & Security Report.pdf Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/9091b6a9-8094-4bb8-b038-28ab9ac73580 2025–2026 Florida Safe Schools Inspection Report Sarasota County Schools Police Department Office of Safety, Security, and Emergency Management

School Safety Compliance 2025–2026 inspection results and district support 22 initial state inspections 81% passed on the first inspection Office of Safety, Security, and Emergency Management

SCHOOL SAFETY COMPLIANCE Florida requires layered school safety oversight 3 YEARS State inspection cycle The Florida Department of Education, Office of Safe Schools, inspects every school in the state at least once every three years. 1 YEAR District inspection cycle The School Safety Specialist conducts a compliance inspection at every district and charter school each year. ε͚͟ MEASURES Required safety checks Reviews cover documentation, procedures, training, and physical security measures required by Florida law. The same core expectations are reinforced through both state and district reviews. Sarasota County Schools | Safety, Security, and Emergency Management 2

SCHOOL SAFETY COMPLIANCE Annual district visits prepare every school for state review and ensure compliance 1 Inspect Visit every traditional and charter school. 2 Identify Document gaps in required safety measures. 3 Correct Initiate corrective action and work orders as needed. 4 Verify Follow up until deficiencies are resolved. Purpose Proactively identify areas for improvement, support administrators, and strengthen readiness before a state inspection. District visits mirror the Office of Safe Schools compliance review as closely as possible. Sarasota County Schools | Safety, Security, and Emergency Management 3

SCHOOL SAFETY COMPLIANCE 2025 – 2026 District Compliance Inspection Report 43 of 59 schools passed on the first inspection 43 16 0 5 10 15 20 25 30 35 40 45 50 Passed first inspection Required corrective action͛͟ ά first-inspection pass rate 16 schools required corrective action District support continues through correction and verification. Sarasota County Schools | Safety, Security, and Emergency Management

SCHOOL SAFETY COMPLIANCE 2025 – 2026 Florida State Compliance Inspection Report 18 of 22 schools passed on the first inspection 18 4 0 2 4 6 8 10 12 14 16 18 20 Passed first inspection Required corrective action 81% first-inspection pass rate 3 of 4 passed their first re-inspection One school required additional corrective action and later passed. Sarasota County Schools | Safety, Security, and Emergency Management 4

QUARTER 4 RESULTS The year closed with a 100% pass rate All five schools reviewed during Quarter 4 successfully passed. 5 total inspections 3 first-time inspections 2 re-inspections A strong finish reflects sustained attention by school administrators, school safety personnel, law enforcement, and district support teams. 5

SCHOOL SAFETY COMPLIANCE The most common finding was an unsecured classroom door OPEN OR UNLOCKED classroom doors Door security remains a consistent focus during district compliance visits. How the district responds Document the deficiency Create a clear record of the finding and required correction. Initiate corrective action Address operational issues and submit work orders for physical repairs. Support school leaders Provide guidance, training, and follow-up visits. Verify resolution Continue monitoring until the school meets the requirement. Sarasota County Schools | Safety, Security, and Emergency Management 6

APPENDIX | SCHOOL-BY-SCHOOL 2025–2026 initial inspection results Passed first inspection • 18 schools Booker High Brookside Middle Cranberry Elementary Englewood Elementary Gulf Gate Elementary Heron Creek Middle Imagine School at North Port (Lower Campus) Imagine School at North Port (Upper Campus) Island Villages Montessori School Lamarque Elementary Phillippi Shores Elementary Sarasota Academy of the Arts Sarasota Military Academy (Prep School) State College of Florida Taylor Ranch Elementary Toledo Blade Elementary Triad School Wilkinson Elementary Required corrective action Sky Academy Englewood Sky Academy Venice College Preparatory at Welle

3. INSTRUCTIONAL MATERIALS ADOPTIONLinked attachment: INSTRUCTIONAL MATERIALS ADOPTION Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/3c253b25-1350-4c13-b804-79d64d15d1ab Title INSTRUCTIONAL MATERIALS ADOPTION

090126 Instructional Materials Adoption.pdfLinked attachment: 090126 Instructional Materials Adoption.pdf Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/d1d711db-1152-4d2a-b854-b056bf914945 School Board Workshop Learning Resources Textbook Adoption Updates September 1, 2026

Textbook Adoption & Implementation Timelines Adoption Year and Implementation Year by Subject Area

Presenter: Superintendent Connor

4. CBA OVERVIEWLinked attachment: CBA OVERVIEW Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/aca92d7b-6307-4fea-bc85-3231678cf137 Title CBA OVERVIEW

2024-26_Classified_Changes_Final_03.13.2025.pdfLinked attachment: 2024-26_Classified_Changes_Final_03.13.2025.pdf Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/463b861c-328e-4214-b6fe-1f3470453dd3 CLASSIFIED BARGAINING UNIT COLLECTIVE BARGAINING AGREEMENT between the SARASOTA CLASSIFIED/TEACHERS ASSOCIATION and the SCHOOL BOARD of SARASOTA COUNTY, FL July 1, 2024-June 30, 2027 Revision-November 2024

CLASSIFIED Revised-November 2024 i TABLE OF CONTENTS CLASSIFIED CONTRACT ARTICLE I – RECOGNITION ................................................................................................................................. 1 inclusions......................................................................................................................................................... 1 exclusions ........................................................................................................................................................ 1 ARTICLE II – DEFINITIONS................................................................................................................................... 1 ARTICLE III – SCOPE OF BARGAINING ............................................................................................................ 3 scope................................................................................................................................................................ 3 procedures ....................................................................................................................................................... 3 agreement ........................................................................................................................................................ 3 resolution of impasse ....................................................................................................................................... 4 ARTICLE IV – UNION RIGHTS, PRIVILEGES, AND OBLIGATIONS............................................................ 4 employer information ...................................................................................................................................... 4 payroll deduction ............................................................................................................................................. 4 union meetings and activities .......................................................................................................................... 5 union activities at work locations .................................................................................................................... 5 inter-school mail.............................................................................................................................................. 5 time for union representatives ......................................................................................................................... 5 email and computer access .............................................................................................................................. 5 bulletin boards ................................................................................................................................................. 6 new employee orientation ............................................................................................................................... 6 parking............................................................................................................................................................. 6 information from the board ............................................................................................................................. 6 right to representation...................................................................................................................................... 6 exclusivity clause ............................................................................................................................................ 6 subcontracting ................................................................................................................................................. 7 committee appoi

2024-26_Instructional_052325.pdfLinked attachment: 2024-26_Instructional_052325.pdf Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/36432227-e2e5-471f-87c1-993d33953242 INSTRUCTIONAL BARGAINING UNIT COLLECTIVE BARGAINING AGREEMENT between the SARASOTA CLASSIFIED/TEACHERS ASSOCIATION and the SCHOOL BOARD of SARASOTA COUNTY, FL July 1, 2024-June 30, 2027 Revision-November 2024

i INSTRUCTIONAL Revised-November 2024 TABLE OF CONTENTS INSTRUCTIONAL CONTRACT ARTICLE I – RECOGNITION ............................................................................................................................ 1 Inclusions .......................................................................................................................................................... 1 Exclusions ......................................................................................................................................................... 1 ARTICLE II – DEFINITIONS.............................................................................................................................. 1 ARTICLE III – SCOPE OF BARGAINING ....................................................................................................... 4 scope .................................................................................................................................................................. 4 procedures ......................................................................................................................................................... 4 agreement .......................................................................................................................................................... 5 resolution of impasse ......................................................................................................................................... 5 ARTICLE IV – UNION RIGHTS, PRIVILEGES, AND OBLIGATIONS....................................................... 5 employer information ........................................................................................................................................ 5 payroll deduction ............................................................................................................................................... 6 union meetings and activities ............................................................................................................................ 6 union activities at work locations ...................................................................................................................... 6 inter-school mail ................................................................................................................................................ 7 time for union representatives ........................................................................................................................... 7 Email and computer access................................................................................................................................ 7 bulletin boards ................................................................................................................................................... 7 new teacher orientation...................................................................................................................................... 7 information from the board ............................................................................................................................... 8 parking............................................................................................................................................................... 8 right to representation ........................................................................................................................................ 8 committee appointments .................................................................................................................................... 8 exclusivity clause ......................................................................................................................................

IUPA_Bargaining_Agreement-041525.pdfLinked attachment: IUPA_Bargaining_Agreement-041525.pdf Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/df27824d-8870-4851-877d-5f5a7fdc64ca SCHOOL POLICE BARGAINING UNIT COLLECTIVE BARGAINING AGREEMENT between the SARASOTA COUNTY SCHOOLS POLICE ASSOCIATIONS- SCSPA, IUPA LOCAL 6046 and the SCHOOL BOARD of SARASOTA COUNTY, FL July 1, 2023 – June 30, 2026 Revision – November 2024

TABLE OF CONTENTS INTERNATIONAL UNION OF POLICE ASSCIATIONS ARTICLE 1 – RECOGNITION ................................................................................................................................ 1 ARTICLE 2 – DEFINITIONS .................................................................................................................................. 1 ARTICLE 3 – SCOPE OF BARGAINING AND REPRESENTATION ................................................................. 2 ARTICLE 4 – MISCELLANEOUS PROVISIONS .................................................................................................3 ARTICLE 5 – SAVINGS CLAUSE .........................................................................................................................3 ARTICLE 6 – UNION RIGHTS, PRIVILEGES, AND OBLIGATIONS ................................................................ 4 ARTICLE 7 – EMPLOYEE RIGHTS....................................................................................................................... 5 ARTICLE 8 – MANAGEMENT RIGHTS ............................................................................................................... 8 ARTICLE 9 – CHANGES IN PAST PRACTICES/TERMS/CONDITIONS OF EMPLOYMENT ......................10 ARTICLE 10 – FAIR PRACTICES ........................................................................................................................ 10 ARTICLE 11 – PERFORMANCE EVALUATION ............................................................................................... 10 ARTICLE 12 – SENIORITY ...................................................................................................................................11 ARTICLE 13 – SAFETY .........................................................................................................................................11 ARTICLE 14 – TRAINING .....................................................................................................................................11 ARTICLE 15 – UNIFORMS, VEHICLES AND EQUIPMENT ............................................................................ 12 ARTICLE 16 – PROMOTIONS ..............................................................................................................................13 ARTICLE 17 – LAYOFFS ......................................................................................................................................13 ARTICLE 18 – PERSONNEL RECORDS ..............................................................................................................14 ARTICLE 19 – TRAVEL ALLOWANCE ..............................................................................................................14 ARTICLE 20 – PAID LEAVES...............................................................................................................................14 ARTICLE 21 – UNPAID LEAVES OF ABSENCE................................................................................................15 ARTICLE 22 – GRIEVANCE AND ARBITRATION............................................................................................15 ARTICLE 23 – NO STRIKE ...................................................................................................................................18 ARTICLE 24 – DISCIPLINE ..................................................................................................................................18 ARTICLE 25 – INTERNAL INVESTIGATONS ...................................................................................................20 ARTICLE 26 – TERMINAL PAY FOR ACCUMULATED SICK LEAVE ..........................................................20 ARTICLE 27 – LOCAL RELATIONSHIPS ....

SCS CBA Review Presentation.pdfLinked attachment: SCS CBA Review Presentation.pdf Official source: https://sarasotacountyschools.community.diligentoneplatform.com/document/d18fa71c-14d7-4221-8685-5321837c852d T H E S C H O O L B O A R D O F S A R A S O T A C O U N T Y , F L O R I D A Collective Bargaining Agreement Portfolio Review Instructional · Classified · School Police Officers (IUPA 6046) · School Police Sergeants (IUPA 6047) Prepared for Board discussion — informational review only. A financial, managerial, and statutory risk review of each agreement's executed provisions.

Sarasota County School Board — CBA Portfolio Review Agenda 01 Purpose & Methodology Why this review, and how provisions were evaluated 02 Portfolio Overview The District's four active agreements at a glance 03 Cross-Cutting Themes Patterns that repeat across three or more agreements 04 Agreement-by-Agreement Review Standout provisions rated Financial / Management / Statutory 05 Statutory Watch List Items warranting affirmative verification 06 MOU Review & Board Discussion Questions Reviewing side agreements; fact-finding questions for the Board 07 Definitions & Acronym Key Plain-language glossary for Board and public 2

Sarasota County School Board — CBA Portfolio Review Purpose, Scope & How to Use This Review Informational only. This report supports public Board discussion of the District's four collective bargaining agreements as currently published, adopted, and in force. What this review does Applies a structured, article-by-article lens to each agreement; rates standout provisions High / Medium / Low on three axes: Financial, Management, and Statutory. What this review is not Not a legal opinion, not a negotiating position, and not a substitute for the governing contract text — each agreement remains the controlling authority and stays posted on the District's website. How findings are cited Every finding is tied to a specific article and page so it can be checked against the governing document, which stays posted on the District's website. 3

Sarasota County School Board — CBA Portfolio Review Methodology Each agreement was reviewed article-by-article, rather than read front-to-back, to surface the provisions most likely to matter to Board and staff attention. COST FINANCIAL EXPOSURE Is the cost automatic, uncapped, or open- ended over a multi-year horizon? CONTROL MANAGEMENT FLEXIBILITY Does the provision limit administrative discretion in staffing, scheduling, discipline, or assignment? COMPLIANCE STATUTORY STANDING Is the provision governed by, or should it be checked against, state or federal law? Indicators That Warrant a Flag Automatic or self-executing terms Broad language without a stated exception Uncapped cost exposure Unlimited leave accrual / large cash-outs Seniority overriding merit Vague accountability language ("fair," "reasonable") Broad grievance definitions + fast escalation Terms set outside the standard ratification process 4

Sarasota County School Board — CBA Portfolio Review Reading the Risk Ratings Each standout provision is rated independently on three axes. A High rating flags where Board and Counsel attention is most useful — not a defect in the agreement or the bargaining process. FINANCIAL Scale and predictability of cost exposure to the District over a multi-year horizon. MANAGEMENT Degree to which the provision constrains administrative discretion — staffing, scheduling, discipline, assignment. STATUTORY Degree to which the provision is governed by, or should be checked against, state or federal law. HIGH Materially compounds, uncapped, or a hard statutory floor MEDIUM Bounded but real — worth monitoring LOW Standard, well-bounded, or favorable to the District Florida's public-sector bargaining framework (Chapter 447, F.S.) requires many baseline terms in some form; ratings distinguish, where possible, statutorily-required floors from terms that go beyond them. 5