<<

Upper District School Board Hybrid Meeting /Virtual & MS Auditorium August 13, 2020 7:00 p.m.

Welcome to the regular meeting of the Board of Directors Of the Upper Perkiomen School District

CODE OF ETHICS The Board of School Directors agrees to: . Welcome and encourage participation and cooperation by all . Work with constituents in a spirit of harmony . Base decision on the facts, vote our honest convictions, and be unswayed by partisan bias . Devote time, thought, and study to our duties and responsibilities . Resist any temptation or outside pressure to use our position to benefit ourselves . Understand and evaluate the educational program and plan for school operations . Provide oversight to the business of the School District, establish policies, and vest administration in the Superintendent of Schools . Help the community have all the facts, all the time, about their schools . Strive to maximize school board service in a spirit of teamwork and devotion to public education

BOARD OF DIRECTORS Dr. Kerry Drake, President Raeann Hofkin Mike Elliott, Vice President Judith Maginnis Stephen Cunningham, Treasurer Keith McCarrick Melanie Cunningham Peg Pennepacker Dana Hipszer Sandra Kassel, Board Secretary (non-voting member)

ADMINISTRATORS Dr. Allyn J. Roche, Superintendent Dr. Andrea J. Farina, Assistant Superintendent Sandra M. Kassel, Business Administrator Georgiann M. Fisher, Director of Human Resources

SOLICITOR Kyle J. Somers, Esq. Sweet Stevens Katz & Williams, LLP

In order to assist in keeping an accurate record of the proceeding of this meeting, the meeting is being videotaped by the District.

AGENDA –AUGUST 13, 2020

I. CALL TO ORDER A. Pledge of Allegiance B. Roll Call C. Introductions of Staff

II. BOARD PRESIDENT’S REPORT

III. SUPERINTENDENT’S REPORT

IV. STUDENT REPRESENTATIVE TO THE BOARD REPORT

V. SOLICITOR’S REPORT/SUNSHINE ACT ANNOUNCEMENTS

VI. APPROVAL OF AGENDA

VII. PUBLIC COMMENTS ON ACTION ITEMS

VIII. APPROVAL OF MINUTES A. Motion to approve the Regular School Board Meeting Minutes of July 13, 2020. (Attachment A) B. Motion to approve the Special Meeting Minutes of July 28, 2020. (Attachment B)

IX. PRESENTATIONS/DISCUSSION A. Overview of UPSD COVID-19 Health & Safety Plan – Dr. Farina B. Update on Virtual Instructional Programming for the start of the 2020-21 School Year Dr. Roche, Dr. Farina and Mrs. Bast

X. OLD BUSINESS

XI. NEW BUSINESS

A. PERSONNEL REPORT i) RETIREMENTS (1) Beth Steinman, Fourth Grade Teacher, 4th & 5th Grade Center, intent to retire effective June 17, 2020. ii) RESIGNATIONS (1) Chris Evans, Special Education Teacher, Upper Perkiomen High School, resigned his position with the district on July 27, 2020, effective September 25, 2020. (2) Linda DiMarcello, Administrative Support Staff, Upper Perkiomen Middle School resigned her position with the district effective August 4, 2020. (3) Shawn Leh, Head Middle School Football Coach, Upper Perkiomen Middle School, resigned his position with the district effective July 25, 2020. (4) Krista Shoener, Food Service Worker, Upper Perkiomen Middle School, resigned her position with the district, effective August 6, 2020.

August 13, 2020 - Page 2 of 7

AGENDA –AUGUST 13, 2020

(5) Brenda Zirkelback, Cafeteria and Playground Aide, Marlborough Elementary School, resigned her position with the district effective, July 21, 2020.

iii) APPOINTMENTS (1) SUPPORT STAFF (a) Erica Smith, Staff Nurse, Marlborough Elementary, to be hired subject to review of required employment history and clearances at $16.32/hour for the 2020-2021 school year. (2) PROFESSIONAL STAFF (a) Laura Holder, Special Education Teacher, Upper Perkiomen Middle School, to be hired subject to review of required employment history and clearances, at Masters, Step 6 for the 2020-2021 school year. (b) Brianna Palumbo, School Psychologist, Temporary Professional Employee, Upper Perkiomen Middle School, to be hired subject to review of required employment history and clearances at Masters +30, Step 1, for the 2020-2021 school year. (c) Jamie Allman, Fourth Grade Teacher, Temporary Professional Employee, 4th & 5th Grade Center, to be hired subject to review of required employment history and clearances at Bachelors, Step 1, for the 2020-2021 school year. (d) Melissa Smith, Fourth Grade Teacher, Temporary Professional Employee, 4th & 5th Grade Center, to be hired subject to review of required employment history and clearances at Bachelors, Step 1, for the 2020-2021 school year. (e) Kelly Rorvik, Fifth Grade Teacher, Temporary Professional Employee, 4th & 5th Grade Center, to be hired subject to review of required employment history and clearances at Bachelors, Step 2, for the 2020-2021 school year. (f) Jessie Hedrick, current district employee appointed to Title I Reading Specialist, 4th and 5th Grade Center for the 2020-2021 School Year. (g) Brianna McGinley, First Grade Teacher, Temporary Professional Employee, Hereford Elementary School, to be hired subject to review of required employment history and clearances, at Bachelors, Step 1, for the 2020-2021 school year.

(3) CURRICULUM WRITERS for the 2020-2021 school year: Name Course/Grade Level Contract Type Jared Krupp - MARL $600 New Lynn Smith - MARL $600 New Jessica Stopper - HFD 2nd ELA $600 New Deb Burns - HS $450 Revision Monica Griffith - HS Desktop Publishing $450 Revision Deb Burns - HS $450 Revision

August 13, 2020 - Page 3 of 7

AGENDA –AUGUST 13, 2020

Microsoft Word Applications Diane Grandizio - HS (Professional Communication II) $450 Revision Web Design & Development Deb Burns - HS (Web Design I & II) $900 Revision

iv) SUPPLEMENTAL POSITIONS for the 2020-2021 school year: Area Position Name Salary Schedule Music HS Band Director Kierstin Hildebrand $7569.80 (70%) A Music HS Band Director Robin Holman $3244.20 (30%) A Music HS Assistant Band Robin Holman $1330.00 A Director Music HS Assistant Band Blake Bergey $1330.00 A Director Music HS Assistant Band Tom Mitchell $1330.00 A Director

v) OTHER (1) LEAVES OF ABSENCE (a) Tim Kinsey, approve a Family and Medical Leave beginning June 15, 2020, through September 7, 2020. (b) Robin Lerro, approve a Family and Medical Leave beginning September 30, 2020, expected to continue 4-6 weeks, up to December 23, 2020. (c) Theresa Schlatterer has rescinded her request for Family and Medical Leave and will resume her role as School Counselor, for the 2020-2021 school year.

B. ACTION ITEMS i) Motion to approve the following Board Policy & AR revisions, repeals and adoptions (Attachment C) (1) Policy No. 005 – Organization (Repeal & Replace) (2) Policy No. 200 – Enrollment of Students (Repeal & Replace) (3) Policy No. 200.1 AR (Intent to Repeal) (4) Policy No. 201 – Admission of Beginners (Repeal & Replace) (5) Policy No. 202 & AR – Eligibility of Non-Resident Students (New) (6) Policy No. 206 – Assignment Within District (Repeal & Replace) (7) Policy No. 208 – Withdrawal From School (Repeal & Replace) (8) Policy No. 211 – Student Accident Insurance (Intent to Repeal) (9) Policy No. 213 – Assessment of Student Progress (Intent to Repeal) (10) Policy No. 220 – Student Expression (Repeal & Replace) (11) Policy No. 236 – Student Assistance Program (New) (12) Policy No. 250 – Student Accidents (Intent to Repeal) (13) Policy No. 626 – Federal Fiscal Compliance (Repeal & Replace) (14) Policy No. 913- Non-School Organizations/Group/Individuals (Repeal & Replace)

ii) Motion to approve the revised 2020-2021 School Calendar (Attachment D)

August 13, 2020 - Page 4 of 7

AGENDA –AUGUST 13, 2020 iii) Motion to approve the Upper Perkiomen School District COVID-19 Health & Safety Plan and authorize the Superintendent or designee to submit such plan to the Department of Education in the form and manner prescribed by PDE. To the extent that the procedures outlined in the Health and Safety Plan, in its current form or as amended in the future, conflict with any applicable Board Policy or Administrative Regulation, the approval by the Board of the Health and Safety Plan and any amendment(s) thereto shall also be considered approval of an exception to the Policy or Administrative Regulation in conflict for the limited purpose of carrying out the provisions of the Health and Safety Plan. (Attachment E) iv) Motion to approve the attached Upper Perkiomen School District COVID-19 Pandemic Resolution thus declaring an emergency situation due to COVID-19 in the event that the Superintendent is forced to reduce days/hours that schools are open if the global pandemic conditions were to worsen. (Attachment F) v) Motion to approve the Upper Perkiomen School District Emergency Instructional Time Plan Pursuant to Section 520.1 of the Public School Code and authorize the Superintendent or designee to submit such plan to the Pennsylvania Department of Education for approval in the form and manner prescribed by the PDE. Upon PDE approval of the Emergency Instructional Time Plan by the Pennsylvania Department of Education, such an Emergency Instructional Time Plan shall become part of the District’s Health and Safety Plan. To the extent that the procedures outlined in the Emergency Instructional Time Plan, in its current form or as amended in the future, conflict with any applicable Board Policy or Administrative Regulation, the approval by the Board of the Emergency Instructional Time Plan and any amendment(s) thereto shall also be considered approval of an exception to the Policy or Administrative Regulation in conflict for the limited purpose of carrying out the provisions of the Emergency Instructional Time Plan. (Attachment G) vi) Motion to approve the revised Athletic Health & Safety Return to Play Plan through September 6th, 2020. (Attachment H) vii) Motion to approve the revised Marching Band Health & Safety Plan through September 6th, 2020. (Attachment I) viii) Motion to approve ICS for assistance with Title IX policy development, employee training, and ongoing consultation on Title IX revisions and supports required by federal law for $7,300.00. ix) Motion to approve the attached agreement with GHR Education to provide personnel staffing services for Nursing, Para’s, and therapy such as PT, OT, and SLP. (Attachment J) x) Motion to approve Diane Hipszer as Assistant School Board Secretary.

August 13, 2020 - Page 5 of 7

AGENDA –AUGUST 13, 2020

xi) The administration recommends approval to abstain from Summer/Fall Keystone Testing during the September 28th -October 2nd testing window. As explanation, in May 2020, the Pennsylvania Department of Education (PDE) moved the 2020 Summer Keystone Exams testing window to September 28-October 2, 2020. Students who were enrolled in a Keystone trigger course in 2019-20 were not required to take the corresponding Keystone Exam for federal accountability reporting. These students will be exempt from accountability reporting for the trigger-course subject(s) they completed in the 2019-20 school year. This fall window is being offered to provide a retest opportunity for students who were scheduled to retest in spring 2020. However, not having all students face to face in the fall, and given only one week to test, we would not be able to execute this testing. Students will have other opportunities to meet their graduation requirements, and we will work with all students to ensure that they meet these requirements. PDE is requiring board approval to abstain from this testing window.

xii) Motion to approve a Middle School HVAC Planned Maintenance Proposal presented by McClure Company of Harrisburg, PA for a year 1 cost of $22,538. The three (3) year term will cover the planned maintenance of major HVAC equipment at our new Middle School. The year 2 and 3 costs will increase approximately $700 in each year. (Attachment K)

xiii) Motion to acknowledge receipt of PlanCon Part K: Project Refinancing for General Obligation Bond Series A of 2019 and to enter PDE approval of this document and appended materials into the minutes of this meeting. (Attachment L)

xiv) Special Education Services: (1) Motion to approve an Agreement with Fairwold Academy for the 2020-2021 school year for tuition for student #265925, attending for the academic year beginning September 8, 2020 and ending June 16, 2021, in the amount of $270.00 per diem. (2) Motion to approve Agreement with The Camphill School for the 2020-2021 school year for student #272747 for 1:1 Aide care in the amount of $39,600, Speech therapy, Occupational therapy and Physical therapy at a cost of $98/hour for individual service and $50/hour for group Physical therapy. (3) Motion to approve Agreement with The Camphill School for the 2020-2021 school year for student #257147 for 1:1 Aide care in the amount of $39,600 and Speech therapy, Occupational therapy and Physical therapy at a cost of $98/hour for individual service and $50/hour for group Physical therapy.

C. FINANCIAL REPORTS (Attachment M) i) Operating Reports (1) Budget to Actual Summary (2) Budget to Actual Detail (3) Revenue Summary (4) Expenditure Summary (5) General Fund Receipts

August 13, 2020 - Page 6 of 7

AGENDA –AUGUST 13, 2020

ii) Cash Reports (1) Cash Balance Summary (2) Cash Balance Detail iii) Middle School Construction Summary iv) Payroll v) Bills (1) General Fund Expenditures (2) Capital Fund Expenditures

XII. NEW FOLLOW UP ITEMS

XIII. PUBLIC COMMENTS

XIV. BOARD COMMENTS

XV. ADJOURNMENT

FUTURE BOARD MEETINGS DATE TIME LOCATION Policy Committee Meeting 08/17/20 5:30 pm Virtual – Zoom Webinar Board Workshop 08/27/20 7:00 pm Virtual/Hybrid Meeting

The Upper Perkiomen Board of School Directors appreciates your interest in and support for the students and their school experience.

August 13, 2020 - Page 7 of 7

Attachment A

UPPER PERKIOMEN SCHOOL DISTRICT 2229 East Buck Road Pennsburg PA 18073

July 13, 2020

CALL TO ORDER The regular meeting of the Board of School Directors of the Upper Perkiomen School District was called to order by President Kerry Drake, at 7:07 p.m. as a virtual on-line meeting. The following Board members virtually attended: Peg Pennepacker, Dr. Kerry A. Drake, Melanie R. Cunningham, Keith McCarrick, Raeann B. Hofkin, Mike W. Elliott, Judy Maginnis, Dana E. Hipszer, and Stephen L. Cunningham. Administration in virtual attendance were: Allyn J. Roche, EdD., Andrea Farina, EdD., Sandra M. Kassel, and Georgiann Fisher. Others in virtual attendance were: Kyle Somers, Dyan Hipszer, Robert Carpenter, EdD., Kimberly Bast, Jenna Bohling, Paul Creneti, Jessica Zeno, Christine Schmoyer, Anthony Stauffer, Theresa Bash, Melissa Leinbach, and David Strawbridge.

BOARD PRESIDENT’S REPORT President Drake spoke about having to set the stage amidst the global crisis. He said that everyone has work to do together and the district has to move forward and safely to keep all Upper Perkiomen students and residents healthy. Dr. Drake said with most people not having training in infectious disease it is best to listen to what the experts say and to consider what they suggest. He asked for everyone to listen with an open mind and to use what is being proposed as the primary guidance for what is best for the children. Dr. Drake concluded with thanking the administration and teachers for all of their hard work on the possible options to pursue, and said that it this is a tough situation but if everyone works together with a workable plan they will be able to come to a good solution.

SUPERINTENDENT’S REPORT Dr. Roche thanked everyone for attending the meeting and reported that one of the main goals for the meeting was to get the Marching Band Return to Play Plan approved. Dr. Roche said when this meeting was scheduled it was in the hopes of seeking approval on the full Upper Perkiomen School District Health and Safety Plan this evening. He repeated that things continue to change every day and we are waiting to get guidance from PDE and specifically the Montgomery County Health Department which has not released their guidance. Dr. Roche stated the district needs that guidance to move forward and that hopefully that will be voted on at the August Board meeting. He said after the Marching Band presentation by Dr. Carpenter, Dr. Farina, Mrs. Bast, and himself will report where the district stands currently.

SOLICITOR’S REPORT/SUNSHINE ACT ANNOUNCEMENTS Mr. Somers announced that a virtual Executive Session was held prior to the evening’s meeting for the purpose of discussing a matter of potential litigation as well as a matter of personnel and to receive information but not deliberate on one additional item.

APPROVAL OF AGENDA Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the agenda. Motion carried; all voted aye.

PUBLIC COMMENTS ON ACTION ITEMS None Page 2 Upper Perkiomen School District Board Meeting, July 13, 2020

MINUTES A. Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the Regular School Board Meeting Minutes of June 11, 2020. Motion carried; all voted aye.

PRESENTATIONS/DISCUSSION A. Marching Band Health & Safety (Rehearsals and Band Camp) Plan – Dr. Robert Carpenter Dr. Carpenter presented the plan, and said it was similar to the athletic plan. He shared the procedures regarding social distancing, directors and face coverings, pre-rehearsal screenings, temperature checks and an acknowledgement form. Dr. Carpenter said that a shared calendar will be used for all sports and band rehearsals that he will oversee to know that there will not be more than 250 people at the high school at one time. He also explained the procedures on the sanitizing and use of instruments, and that no sharing will be allowed. Dr. Carpenter thanked Mrs. Hildebrand, Dr. Roche and Dr. Farina for their help and guidance on putting the plan together.

B. Update on the Progress, Plans and Frequently Asked Questions for the 2020-21 School Year – Dr. Allyn Roche, Dr. Andrea Farina and Mrs. Kim Bast Dr. Farina began the presentation and said again how the initial intent was to present the full Health & Safety Plan, but that new information keeps coming out as soon as a plan is made. Dr. Farina said that tonight’s presentation will be used to answer questions that were received from families and teachers as best as possible and to give more information. Dr. Farina said there will be two district program options, Face to Face instruction or Upper Perkiomen Online Learning Academy. Dr. Farina presented procedures and guidelines for face to face instruction regarding class configuration, other school logistics, daily monitoring, PPE use and availability, health room and nursing and high risk groups. Mrs. Bast gave an update on the Upper Perkiomen Online Learning Academy. She explained the differences of at-home learning, the process, the schedule of the day and the connections between students and faculty. Dr. Roche talked about the transition times for students to change programs if desired. Dr. Roche and Dr. Farina provided a potential calendar change update and a financial implication update.

The Board members had many questions and discussions with Administrators took place after each presentation.

OLD BUSINESS None

NEW BUSINESS - PERSONNEL REPORT A. PERSONNEL REPORT Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the Personnel Report and Action Items i, ii, and iii: i. APPOINTMENTS 1. PROFESSIONAL STAFF, for supervision of Edgenuity Course completion, rate based on the contract, for a total of 15 hours (summer 2020). a. Pamela Fehnel Page 3 Upper Perkiomen School District Board Meeting, July 13, 2020

B. ACTION ITEMS i. Motion to approve the Marching Band Health & Safety (Rehearsals and Band Camp) Plan. (Attachment B).

ii. Motion to approve a revised 2020-2021 School Calendar (Attachment C) 1. Revised calendar has one change by adding an in-service day on Monday August 24, 2020 and remove the in-service day from Friday January 29, 2021.

iii. Motion to award the electrical construction contract for the Marlborough and High School secure entrance renovations to R.J. Electric, Inc. of Gilbertsville, PA in the amount of $32,500.

Motion carried; all voted aye.

Motion by Melanie R. Cunningham, seconded by Mike W. Elliott, to approve Action Items iv and v:

iv. Motion to award district mowing and grounds maintenance services for Hereford Elementary and the Education Center from July 1, 2020 to June 30, 2021 to Mitchell Outdoor Services for a cost of $450 per cut. This motion amends the mowing and grounds maintenance motion previously adopted by the Board on June 25, 2020. The School District reserves the option to renew the contract for two (2) additional one- year terms with a two (2) percent price increase in each year.

v. Motion to award district mowing and grounds maintenance services for Marlborough Elementary, High School, Middle School and the 4th and 5th Grade Center from July 1, 2020 to June 30, 2021 to Coventry Property Services for a cost of $2,450 per cut. The School District reserves the option to renew the contract for two (2) additional one-year terms with a two (2) percent price increase in each year.

Motion carried; all voted aye.

BUSINESS REPORTS Motion by Stephen L. Cunningham, seconded by Judy Maginnis, to approve the payment of bills, in the amount of $1,062,220.42 from the General Fund. Motion carried; all voted aye.

Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the payment of bills in the amount of $156,671.44 from the Capital Projects & Capital Reserve Accounts. Motion carried; all voted aye.

NEW FOLLOW UP ITEMS Stephen Cunningham asked when the Board was planning to have Face to Face meetings. A discussion was held on when and how that could happen. The August 27th Workshop Meeting was proposed to be an in person meeting at the Middle School auditorium for board members. Dr. Drake asked for a follow-up about grass not being cut on Montgomery Avenue.

PUBLIC COMMENTS Jenna Bohling, Marlborough Elementary teacher, had questions and concerns about it being safe to bring students and teachers back to school now. Page 4 Upper Perkiomen School District Board Meeting, July 13, 2020

Paul Creneti, Upper Hanover Township, said he appreciated everything that was done in March but had some concerns about accountability for teachers and staff if the schools were to be closed suddenly again. Jessica Zeno, Marlborough Township, asked about a bio hazard bin for the disposal of masks. Christine Schmoyer, Pennsburg, asked about medical exemptions for students, consequences for students not wearing masks, costs for virtual academy and also said that the Quilting Club could provide masks at no cost. Anthony Stauffer, Green Lane, thanked the district for the work they put into the spring. He asked if the district is ready for transitions and about the cleanliness in schools, specifically HEPA filters. Theresa Bash, Upper Hanover Township, asked what the online platform will be for the virtual academy and asked if teachers will be Google certified. Melissa Leinbach, East Greenville, asked for an interpretation of online interaction with in school students and if there will be an option to change the decision you make in the survey now before the school year starts. David Strawbridge, Upper Hanover Township, expressed that he appreciates the Zoom meetings because they are helpful for parents who cannot attend due to other commitments and that he appreciates and respects the work put into making these decisions.

BOARD COMMENTS Stephen Cunningham, thanked Dr. Roche, Dr. Farina, Sandy Kassel and all the administrators for all the work they do. Raeann Hofkin asked everyone to pray with her for all that is going on in the world. Mike Elliott, thanked everyone for their hard work and said that when it comes to being safe you cannot talk about it enough. Dr. Drake thanked everyone for attending and said he hoped they answered questions the best they could.

ADJOURNMENT Motion by Stephen L. Cunningham, seconded by Keith McCarrick, that the meeting be adjourned at 9:18 p.m. Motion carried; all voted aye.

Sandra M. Kassel, Board Secretary Attachment B

UPPER PERKIOMEN SCHOOL DISTRICT 2229 East Buck Road Pennsburg PA 18073

SPECIAL MEETING July 28, 2020

CALL TO ORDER The special meeting of the Board of School Directors of the Upper Perkiomen School District was called to order by President Kerry Drake, at 7:01 p.m. as a virtual on-line meeting. The following Board members virtually attended: Peg Pennepacker, Dr. Kerry A. Drake, Melanie R. Cunningham, Keith McCarrick, Raeann B. Hofkin, Mike W. Elliott, Judy Maginnis, Dana E. Hipszer, and Stephen L. Cunningham. Administration in virtual attendance were: Allyn J. Roche, EdD., Andrea Farina, EdD., Sandra M. Kassel, and Georgiann Fisher. Others in virtual attendance were: David Conn, Dyan Hipszer, Kimberly Bast, Doug Kenwood, Genevieve Giampa, Sean Queeney, Jennifer Hartzel, Justine Musselman, Peter Wurst, Anthony Stauffer, Jennifer Alderfer, Petra Marx, Melissa Lattanze, Allison Cutillo, Jamie Iero, Rebecca Werkheiser, Jessica Kuntz, Dawn Sites, Kimberly Moyer, Celine Nace, Mary Cannon, Barry Seeney, Jen Moran, Tatiana Galota, Christine Schmoyer, Cookie McGowan, and Tami Carpenter.

PUBLIC COMMENTS ON ACTION ITEMS Genevieve Giampa, Marlborough Township, asked what the procedure would be if a teacher or student tested positive. Sean Queeney, Red Hill, had concerns of schools opening with so many unknowns.

PRESENTATIONS/DISCUSSION A. Update on 2020-21 UPSD School Reopening Plans - Dr. Allyn Roche, Dr. Andrea Farina and Mrs. Kim Bast Dr. Roche talked about new guidelines constantly changing and have changed significantly since the July 13th meeting and therefore he could not recommend the same reopening model that was presented at that meeting. Dr. Farina shared the processes that would be in place in the schools and quarantine procedures if necessary. Kim Bast explained the Online Learning and virtual instruction.

Board members had many questions and comments. Dr. Drake asked that based on what was presented, what was the administration’s recommendation for the reopening of schools. Dr. Roche replied that the administration’s recommendation was to be a full virtual program until November 20, 2020.

B. ACTION ITEMS i. Motion by Melanie R. Cunningham, seconded by Keith McCarrick, to adopt the Upper Perkiomen School District’s Reopening Model for the 2020-21 school year. Administration recommends beginning the 2020-21 school year as a full virtual instructional model until at least Friday, November 20, 2020. Motion carried; all voted aye.

PUBLIC COMMENTS ON NEW AGENDA MOTION

Jennifer Hartzel, East Greenville, asked about transportation and clarifications for children with special needs. Justine Musselman, Red Hill, asked about special needs children and to consider to alter IEP’s. Peter Wurst, Upper Hanover Township, concerned about online learning and the student’s progress. Anthony Stauffer, Green Lane, asked if the situation got better could the schools reopen before November. Page 2 Upper Perkiomen School District Special Board Meeting, July 28, 2020

Jennifer Alderfer, Marlborough Township, had concerns for working families. Petra Marx, High School teacher, supported the virtual program because of safety reasons. Melissa Lattanze, Red Hill, asked if the online learning will be different now than in the spring, Allison Cutillo, Upper Hanover Township, asked about options to choose and preferred hybrid. Jamie Iero, Red Hill, said she was disappointed parents did not have more of a decision. Rebecca Werkheiser, Red Hill, had concerns about her incoming Kindergarten student. Jessica Kuntz, Red Hill, had concerns about her incoming Kindergarten student. Dawn Sites, asked about students with IEP’s and how virtual will affect that. Kimberly Moyer, Pennsburg, talked about the seniors having challenges and needing extra guidance. Celine Nace, was hoping for a hybrid model for parents of special needs children and working parents. Mary Cannon, Hereford, asked if face shields and masks would need to be worn, and about the fever policy. Barry Seeney, Marlborough Township, asked for the experts to modify the buildings for safety.

Motion by Melanie R. Cunningham, seconded by Keith McCarrick, to adopt the Upper Perkiomen School District’s Reopening Model for the 2020-21 school year. Administration recommends beginning the 2020-21 school year as a full virtual instructional model until at least Friday, November 20, 2020. ROLL CALL VOTE: M. Cunningham – yes, S. Cunningham – no, Elliott – yes, Hipszer – yes, Hofkin – yes, Maginnis – yes, McCarrick – yes, Pennepacker – yes, Drake – yes. Motion carried.

Motion by Mike W. Elliott, seconded by Stephen L. Cunningham, to approve Action Items ii and iii:

ii. Motion to approve a custodial staffing agreement with School Operation Services Group Inc. of Phoenixville, PA. School Operation Services Group will provide trained and qualified custodians as requested by the district at a rate of $22.63 per hour. It is anticipated that approximately seven (7) temporary, full time custodians will be required for the fall to assist district custodians with the required COVID-19 sanitizing efforts.

iii. Motion to approve the execution of an engagement letter with Element Environmental Solutions of Adamstown, PA to provide Certified Industrial Hygienist services at an hourly rate of $110 per hour plus mileage reimbursement. Element Environmental Solutions will provide indoor environmental quality consultation for COVID-19 health concerns, review of the district’s Health and Safety Plan, consultation specific to the use of sanitizing chemicals, and custodial training.

Motion carried; all voted aye.

PUBLIC COMMENTS Jenn Moran, Pennsburg, wanted to know if children would be switching around classrooms. Tatiana Galoto, Upper Hanover Township, thanked everyone for their hard work and understands this is a difficult choice. Christine Schmoyer, Pennsburg, thanked everyone for their time and effort and asked if there would be an opportunity for students for tutoring. Cookie McGowan, East Greenville, appreciated the decision being made, it made her decision making process easier. Page 3 Upper Perkiomen School District Special Board Meeting, July 28, 2020

Tami Carpenter, Upper Hanover Township, asked what would be the deciding factor in November to return to face to face instruction.

BOARD COMMENTS Raeann Hofkin, wanted to say a prayer for the nation and leaders. Solicitor, David Conn, stated that although this was allowed it is not an expression of the whole board. Mike Elliott, appreciated all the hard work and great questions and is hoping that everyone will be able to work together through this situation. Kerry Drake stated that he received news of a parent in the district passing away and held a moment for silence for her.

ADJOURNMENT Motion by Kerry A. Drake, seconded by Stephen L. Cunningham, that the meeting be adjourned at 9:54 p.m. Motion carried; all voted aye.

Sandra M. Kassel, Board Secretary Attachment C

Upper Perkiomen School District REPEAL & REPLACE Policy Manual

Section 000 Local Board Procedures

Title Organization

Code 005

Status Active

Adopted June 13, 2019

Organization Meeting

The school directors shall meet and organize annually during the first week of December. Notice of the time and place of the organization meeting shall be given to all Board members by mail at least five (5) days before the meeting by the Board Secretary. The organization meeting shall be a regular meeting.[1][2][3][4]

Order

The organization meeting shall be called to order by the current President or Vice-President of the outgoing Board, or any hold-over member of the Board. A temporary President shall be elected from among the hold-over members of the Board. The Board Secretary shall be secretary of the meeting. In an election year, the certificates of election or appointment of all new school directors shall be read, and a list shall be prepared of the legally elected or appointed and qualified school directors.[2][5]

At the organization meeting, the temporary President may administer the oath or affirmation of office to those school directors who have not previously taken and subscribed to the same.[2][6]

Officers

Election of officers shall be by a majority vote of those present and voting. Where no such majority is achieved on the first ballot, a second ballot shall be cast for the two (2) candidates who received the greatest number of votes. 1. The school directors shall annually, during the first week of December, elect from their members a President and Vice-President who shall serve for one (1) year.[3]

2. The school directors shall annually, during the month of May, elect a Treasurer who shall serve for one (1) year beginning the first day of July after such election. The Treasurer may be a corporation duly qualified and legally authorized to transact a fiduciary business in the Commonwealth, and may be a member of the Board.[3]

The Treasurer shall not enter upon his/her duties until furnishing bond in accordance with law and with Board approval. The Treasurer shall be compensated in the manner and at the rate determined by the Board.[7][8][9]

3. The school directors shall, during the month of May in every fourth year, elect a Secretary who shall serve a term of four (4) years beginning the first day of July following such election, and may be a member of the Board.[3] The Secretary shall not enter upon his/her duties until furnishing bond in accordance with law and with Board approval. The Secretary shall be compensated in the manner and at the rate determined by the Board.[9][10][11]

Vacancies in any office shall be filled by Board election; such officers shall serve for the remainder of the unexpired term.

The same school director may not hold more than one (1) office of the Board. No commissioned officer or professional employee of the Board shall serve, temporarily or permanently, as an officer of the Board.[3][12]

Officers of the Board serve at the pleasure of the Board and may be removed from such office by the affirmative vote of a majority of those present and voting.[13][14]

Appointments

The Board shall have the authority to appoint:

1. A tax collector, where a tax collector is not elected to collect taxes, there is a vacancy, or an elected tax collector refuses to qualify.[15][16]

2. Solicitor.[12][17]

3. Independent auditor.[19]

4. Delegates to a state convention or association of school directors.[20]

5. Other appointments the Board deems necessary.

Appointees serve at the pleasure of the Board and may be removed from such appointment in accordance with the provisions of law.[13][14]

Resolutions

The Board may at the organization meeting, but shall prior to July 1 next following, designate: 1. Depositories for school funds.[21]

2. Newspaper(s) of general circulation as defined in law.[22]

3. Normal day, place and time for regular meetings.[4]

4. Normal day, place and time for open committee meetings.

5. Normal day, place and time for workshop meetings.

Board Committees

The Board has the authority to approve Board committees. Board committees authorized to take official action or render advice on District business shall operate in accordance with the provisions of the Sunshine Act.[14][23] Committees shall not include a majority of the membership of the Board.

Members shall be appointed by the President who shall serve as an ex-officio member on all committees.

A member may request or refuse appointment to a committee.

Refusal to serve on any one committee shall not be grounds for failure to appoint a member to another committee.

Each Board committee shall be convened by a chairperson, who shall report for the committee and be appointed by the President.

The President may appoint as soon after the organization meeting as practicable members of the Board to the following standing committees, where they shall serve a term of one (1) year: 1. Curriculum and Instruction.

2. Facilities.

3. Finance.

4. Negotiations.

5. Policy.

6. Special Education and Pupil Services.

Ad hoc committees may be created, charged, and assigned a fixed termination date, which may be extended by the President.

Members of committees shall serve until the committee is discharged.

The Board shall develop Board Operations Guidelines that describe the duties and establish procedures for the operation of standing committees.

Consultants

The Board may appoint, employ or retain consultants to provide the District with specialized services not normally required on a continuing basis. Compensation shall be determined and approved by the Board.

The function of a consultant shall be to make studies and present recommendations to the Board. A consultant shall not be charged with the implementation of a report.

A consultant has no administrative authority over any facet of District schools, but shall act solely as advisor to the Board, officers and employees.

The use of consultants from outside the District who promote a particular commercial product is discouraged. Legal 1. 24 P.S. 401 2. 24 P.S. 402 3. 24 P.S. 404 4. 24 P.S. 421 5 . 24 P.S. 426 6. 24 P.S. 321 7. 24 P.S. 436 8. 24 P.S. 438 9. Pol. 811 10. 24 P.S. 431 11. 24 P.S. 432 12. 24 P.S. 324 13. PA Const. Art. VI Sec. 7 14. Pol. 006 15. 24 P.S. 508 16. 24 P.S. 683 17. 24 P.S. 406 18. 24 P.S. 434 19. 24 P.S. 2401 20. 24 P.S. 516 21. 24 P.S. 621 22. 24 P.S. 106 23. 65 Pa. C.S.A. 701 et seq Upper Perkiomen School District REPLACEMENT - No. 005 Policy Manual

Section 000 Local Board Procedures

Title Organization

Code 005

Status Second Reading

Adopted June 13, 2019

Organization Meeting

The school directors shall meet and organize annually during the first week of December. Notice of the time and place of the organization meeting shall be given to all Board members by mail at least five (5) days before the meeting by the Board Secretary. The organization meeting shall be a regular meeting.[1][2][3][4]

Order

The organization meeting shall be called to order by the current President or Vice-President of the outgoing Board, or any hold-over member of the Board. A temporary President shall be elected from among the hold-over members of the Board. The Board Secretary shall be secretary of the meeting. In an election year, the certificates of election or appointment of all new school directors shall be read, and a list shall be prepared of the legally elected or appointed and qualified school directors.[2][5]

At the organization meeting, the temporary President may administer the oath or affirmation of office to those school directors who have not previously taken and subscribed to the same.[2][6]

Officers

Election of officers shall be by a majority vote of those present and voting. Where no such majority is achieved on the first ballot, a second ballot shall be cast for the two (2) candidates who received the greatest number of votes. 1. The school directors shall annually, during the first week of December, elect from their members a President and Vice-President who shall serve for one (1) year.[3]

2. The school directors shall annually, during the month of May, elect a Treasurer who shall serve for one (1) year beginning the first day of July after such election. The Treasurer may be a corporation duly qualified and legally authorized to transact a fiduciary business in the Commonwealth, and may be a member of the Board.[3]

The Treasurer shall not enter upon his/her duties until furnishing bond in accordance with law and with Board approval. The Treasurer shall be compensated in the manner and at the rate determined by the Board.[7][8][9]

3. The school directors shall, during the month of May in every fourth year, elect a Secretary who shall serve a term of four (4) years beginning the first day of July following such election, and may be a member of the Board.[3] The Secretary shall not enter upon his/her duties until furnishing bond in accordance with law and with Board approval. The Secretary shall be compensated in the manner and at the rate determined by the Board.[9][10][11]

Vacancies in any office shall be filled by Board election; such officers shall serve for the remainder of the unexpired term.

The same school director may not hold more than one (1) office of the Board. No commissioned officer or professional employee of the Board shall serve, temporarily or permanently, as an officer of the Board.[3][12]

Officers of the Board serve at the pleasure of the Board and may be removed from such office by the affirmative vote of a majority of those present and voting.[13][14]

Appointments

The Board shall have the authority to appoint:

1. A tax collector, where a tax collector is not elected to collect taxes, there is a vacancy, or an elected tax collector refuses to qualify.[15][16]

2. Solicitor.[12][17]

3. Independent auditor.[19]

4. Delegates to a state convention or association of school directors.[20]

5. Other appointments the Board deems necessary.

Appointees serve at the pleasure of the Board and may be removed from such appointment in accordance with the provisions of law.[13][14]

Resolutions

The Board may at the organization meeting, but shall prior to July 1 next following, designate: 1. Depositories for school funds.[21]

2. Newspaper(s) of general circulation as defined in law.[22]

3. Normal day, place and time for regular meetings.[4]

4. Normal day, place and time for open committee meetings.

5. Normal day, place and time for workshop meetings.

Board Committees

The Board has the authority to approve Board committees. Board committees authorized to take official action or render advice on District business shall operate in accordance with the provisions of the Sunshine Act.[14][23] Committees shall not include a majority of the membership of the Board.

Members shall be appointed by the President who shall serve as an ex-officio member on all committees.

A member may request or refuse appointment to a committee.

Refusal to serve on any one committee shall not be grounds for failure to appoint a member to another committee.

Each Board committee shall be convened by a chairperson, who shall report for the committee and be appointed by the President.

The President may appoint as soon after the organization meeting as practicable members of the Board to the following standing committees, where they shall serve a term of one (1) year: 1. Curriculum and Instruction.

2. Facilities.

3. Finance.

4. Negotiations.

5. Policy.

6. Special Education and Pupil Services.

7. Extracurricular

Ad hoc committees may be created, charged, and assigned a fixed termination date, which may be extended by the President.

Members of committees shall serve until the committee is discharged.

The Board shall develop Board Operations Guidelines that describe the duties and establish procedures for the operation of standing committees.

Consultants

The Board may appoint, employ or retain consultants to provide the District with specialized services not normally required on a continuing basis. Compensation shall be determined and approved by the Board.

The function of a consultant shall be to make studies and present recommendations to the Board. A consultant shall not be charged with the implementation of a report.

A consultant has no administrative authority over any facet of District schools, but shall act solely as advisor to the Board, officers and employees.

The use of consultants from outside the District who promote a particular commercial product is discouraged. Legal 1. 24 P.S. 401 2. 24 P.S. 402 3. 24 P.S. 404 4. 24 P.S. 421 5. 24 P.S. 426 6. 24 P.S. 321 7. 24 P.S. 436 8. 24 P.S. 438 9. Pol. 811 10. 24 P.S. 431 11. 24 P.S. 432 12. 24 P.S. 324 13. PA Const. Art. VI Sec. 7 14. Pol. 006 15. 24 P.S. 508 16. 24 P.S. 683 17. 24 P.S. 406 18. 24 P.S. 434 19. 24 P.S. 2401 20. 24 P.S. 516 21. 24 P.S. 621 22. 24 P.S. 106 23. 65 Pa. C.S.A. 701 et seq Upper Perkiomen School District INTENT TO REPEAL & REPLACE Policy Manual

Section 200 Pupils

Title Enrollment of Students

Code 200

Status Active

Adopted August 13, 2009

Last Revised January 12, 2016

Last Reviewed November 9, 2016

Authority The Board shall enroll school age students eligible to attend district schools, in accordance with applicable laws and regulations, Board policy and administrative regulations.[1][2][3][4] Definitions School age shall be defined as the period from the earliest admission age for the district's kindergarten program until graduation from high school or the end of the school term in which a student reaches the age of twenty-one (21) years, whichever comes first.[1][5] District of residence shall be defined as the school district in which a student's parents/guardians reside.[2][3] Guidelines School age resident students and eligible nonresident students shall be entitled to attend district schools.[1][2][3][6] The district shall not enroll a student until the parent/guardian has submitted proof of the student's age, residence, and immunizations and a completed Parent Registration Statement, as required by law and regulations.[1][2][3][7][8][9][11] The district shall administer a home language survey to all students enrolling in district schools for the first time.[3][10] The district shall normally enroll a school age, eligible student the next business day, but no later than five (5) business days after application.[3] The district shall immediately enroll identified homeless students, even if the student or parent/guardian is unable to produce the required documents.[12] Enrollment requirements and administrative regulations shall apply to nonresident students approved to attend district schools, in accordance with Board policy. The district shall not inquire about the immigration status of a student as part of the enrollment process.[3] The Board shall not be responsible for transporting any nonresident students. Tuition rates shall be determined in accordance with the statute. Tuition shall be charged monthly, in advance of attendance. Delegation of Responsibility The Superintendent or designee shall develop and disseminate administrative regulations for the enrollment of eligible students in district schools. The Superintendent or designee shall annually notify students, parents/guardians and staff about the district's admissions policy in the student handbook, parent newsletters, district website and other efficient methods.[4] Legal 1. 24 P.S. 1301 2. 24 P.S. 1302 3. 22 PA Code 11.11 4. 22 PA Code 11.41 5. 22 PA Code 11.12 6. 22 PA Code 12.1 7. 24 P.S. 1303a 8. Pol. 203 9. Pol. 216.1 10. Pol. 138 11. 24 P.S. 1304-A 12. Pol. 251 Pol. 201 Pol. 202 Upper Perkiomen School District Replacement of No. 200 Policy Manual

Section 200 Pupils

Title Enrollment of Students

Code 200

Status Second Reading

Authority

The Board shall enroll school age students eligible to attend District schools, in accordance with applicable laws and regulations, Board policy and administrative regulations.[1][2][3][4]

Definitions

School age shall be defined as the period from the earliest admission age for the District's kindergarten program until graduation from high school or the end of the school term in which a student reaches the age of twenty-one (21) years, whichever occurs first.[1][5]

District of residence shall be defined as the school district in which a student's parents/guardians reside.[2][3]

Guidelines

School age resident students and eligible nonresident students shall be entitled to attend District schools.[1][2][3][6]

The District shall not enroll a student until the parent/guardian has submitted proof of the student's age, residence, and immunizations and a completed Parental Registration Statement, as required by law and regulations.[1][2][3][7][8][9][10]

The District shall administer a home language survey to all students enrolling in District schools for the first time.[3][11] The District shall normally enroll a school age, eligible student the next business day, but no later than five (5) business days after application.[3]

The District shall immediately enroll identified homeless students, even if the student or parent/guardian is unable to produce the required documents.[12]

The District shall not inquire about the immigration status of a student as part of the enrollment process.[3]

Enrollment requirements and administrative regulations shall apply to nonresident students approved to attend District schools, in accordance with Board policy.[13]

Delegation of Responsibility

The Superintendent or designee shall annually notify students, parents/guardians and staff about the District’s admissions policy by publishing such policy in the student handbook, parent newsletters, District website and other efficient methods.[4]

The Superintendent or designee shall develop and disseminate administrative regulations for the enrollment of eligible students in District schools.

Legal 1. 24 P.S. 1301 2. 24 P.S. 1302 3. 22 PA Code 11.11 4. 22 PA Code 11.41 5. 22 PA Code 11.12 6. 22 PA Code 12.1 7. 24 P.S. 1303a 8. 24 P.S. 1304-A 9. Pol. 203 10. Pol. 216.1 11. Pol. 138 12. Pol. 251 13. Pol. 202 INTENT TO REPEAL No. 200.1-AR

UPPER PERKIOMEN SCHOOL DISTRICT ADMINISTRATIVE REGULATION

RULES AND REGULATIONS INTERPRETING STUDENT CLASSIFICATIONS FOR ENROLLMENT (200)

Future Residents

A student eligible for attendance whose parent has executed a contract to buy, build or rent a residence in the Upper Perkiomen School District for occupancy within 45 school days may be enrolled without payment of tuition for 45 school days prior to the date of anticipated residency not to exceed the end of the school term. If the parents of the student, or the student if an emancipated minor, do not become a resident of the District by the end of that 45 school day period, tuition from the original date of enrollment shall be required until residency is established. If residency is not established by the end of the school term, irrespective of the number of days left in the 45 school day period, then the student will be disenrolled and will only be permitted to re-enroll as a resident student.

Parents of students who claim admission on the basis of future residency shall be required to demonstrate proof of the anticipated residency.

The Board reserves the right to verify such claims and to remove from school a nonresident student whose claim is invalid.

Former Residents

Regularly enrolled students whose parents have moved out of the Upper Perkiomen School District may be permitted to finish the semester, without payment of tuition, and complete the senior year, without payment of tuition when the student is in the 12th grade and the parents move from the District after the start of the student’s 12th grade year or after the conclusion of the 11th grade year. Children of residents who must temporarily relocate outside of the District may remain in attendance in the District without payment of tuition for a period of up to 90 school days or until the end of the school term, whichever is sooner, contingent upon providing adequate documentation of intent and ability to reestablish residency at the end of that time period. If the parents do not reestablish residency in the District by the end of that 90 school day period, tuition from the original date of relocation shall be required until residency is reestablished. If residency is not established by the parents, or the student if an emancipated minor, by the end of the school term, irrespective of the number of days left in the 90 school day period, then the student will be disenrolled and will only be permitted to re-enroll as a resident student.

Resident Students/Court Order/Custody Agreement A school age student is entitled to be enrolled in the schools of the district where his/her parent(s) or legal guardian resides, upon submission of required documents.

When parents reside in different school districts due to separation, divorce or other reasons, the student can be enrolled in the district of the parent with whom the student lives for the majority of time, unless a court order or court-approved custody agreement specifies otherwise.

If parents share joint custody and the student’s time is evenly divided between the parents, the parents can choose which of the two (2) school districts the student will attend for the school year.

If a parent enrolling a student is relying on a court order or custody agreement as the basis for enrollment, school staff will require the parent to provide a copy of the order or agreement.

Students Living With Resident Adult Other Than Parent

When a student lives with a District resident who is supporting the student without personal compensation (gratis), the student can enroll in a District school if the resident makes application and provides the required documentation.

In addition to the required documents, school staff will require the resident to provide only one (1) of the following:

1. Legal documentation to show dependency or guardianship.

2. Sworn and notarized statement indicating that the signer is a District resident and is supporting the student without receiving personal compensation, the student is living with him/her continuously and not just for the school year, and the resident accepts all personal obligations relative to school requirements.

School staff can require the resident to provide additional information before enrolling the student in District schools. Required documents may include:

1. Copy of completed county form or court order transferring child support payments to resident, if applicable.

2. Copy of completed state form notifying Department of Welfare of child’s new residence, if applicable.

3. Copy of lease/rental agreement identifying the student as a tenant, if applicable.

4. Documents to verify residency, as required for all students enrolling in District schools.

A resident’s receipt of payments, such as Supplemental Security Income (SSI), Transitional Assistance for Needy Families (TANF), pre-adoptive support, child support, maintenance on public or private health insurance, support from the military or military personnel or other payments for or on account of the student will not be considered personal compensation or gain.

School staff will not require the natural parent(s) or former guardian(s) to provide information.

Student/Families with Limited English Proficiency

The District will provide translation and interpretation services to the extent needed to help a family with limited English proficiency to understand the enrollment process.

School staff will promptly enroll the student, upon submission of required documents.

School staff will not request social security numbers or immigration status information.

Foster Students

Nonresident students placed in foster care are entitled to the same educational privileges as students residing in the District. Nonresident exceptional students placed in foster care are entitled to receive an appropriate program of special education.

In addition to the required documents, school staff will request a letter from the appropriate agency verifying that the student is residing with a foster parent or is in a pre-adoptive or adoptive home. School staff cannot request a court order or agency records.

The District will attempt to enable a foster student moving from one placement to another to remain in the same school or the District when the student is moved to another school attendance area or to another school district, when feasible.

Pre-Adoptive/Adoptive Students

A student living with pre-adoptive parents who receive adoption assistance subsidies or payments is entitled to attend school in the district in which the pre-adoptive parents reside.

A student living with adoptive parents is entitled to attend school in the district in which the adoptive parents reside.

School staff will enroll a student living with adoptive parents or pre-adoptive parents who reside in the District, upon submission of required documents.

Students Living In Institutions

If the School District hosts a children’s detention home, drug and alcohol treatment center or similar facility, the District is required to provide an education, and special education when appropriate, to nonresident students placed in the institution.

Students placed in a children’s institution have the right to attend District schools if appropriate for the student, upon submission of required documents. Page 3 of 5 Emancipated Minors

An emancipated minor is a student under the age of twenty-one (21) years who has established a residence apart from his/her parents/guardians or is living with a spouse.

The school district in which the student is living is the resident district, and the student can enroll without any assistance from an adult, upon submission of required documents.

Homeless Students

Homeless students lack a fixed, regular and adequate nighttime residence and may reside in shelters, hotels, motels, cars, tents, or be temporarily housed with a resident family because of lack of housing. Homeless students include unaccompanied homeless youth and those waiting for foster care placement.

School staff will immediately enroll a homeless student, and the family is not required to prove residency.

School staff will immediately enroll an unaccompanied homeless student without documents and without the help of an adult. An unaccompanied homeless student is any child who is not in the physical custody of a parent/guardian and includes a student who has run away, been thrown out of the home, or been abandoned or separated from a parent/guardian.

A youth awaiting foster care placement includes those placed in emergency, interim or respite foster care; kinship care; evaluation or diagnostic centers or placements for the sole purpose of evaluation. When necessary, prior to enrollment, District staff will consult with the county children and youth agencies to determine if the student meets the definition of awaiting foster care placement.

Children of Military Personnel

When a student is a child of a Pennsylvania resident who is deployed by the military and the student is living for that time with relatives or family friends residing in the District, the student is entitled to attend District schools, upon submission of required documents.

School staff will presume the District resident is supporting the student gratis, without personal compensation or gain.

Foreign Students with Student Visas

Students with visas of any type must comply with the terms and condition of that visa, including payment of tuition when required.

Page 4 of 5 When a student with a visa requests enrollment in District schools, the designated District administrator will consult with the District solicitor to ensure the District is following the specific requirements of the applicable visa program.

Undocumented Foreign Students

District staff will not ask about the immigration status of a student who is seeking to enroll in the District.

A student whose immigration status is not documented must provide the residency and other documents required for enrollment.

Students Returning From Delinquency Placements

When a student returns to the District from a delinquency placement, school staff cannot automatically place the student in an alternative education program just because s/he had been adjudicated delinquent.

A student returning from a delinquency placement is entitled to an informal hearing prior to being placed in an alternative education program. The purpose of the hearing is to determine if the student is currently fit to return to the regular classroom or if s/he meets the definition of a disruptive student. Factors the District will consider include:

1. If the incident causing the adjudication occurred at school or a school-sponsored event.

2. Student’s behavior in the placement.

3. Recommendations of teachers and adults, such as the juvenile probation officers, who have worked with the student.

Address Confidentiality Program (ACP)

A family can enroll a student using an Address Confidentiality Program (ACP) that lists a post office box as their address.

School staff will accept this post office box as the legal address and will not require additional information about the residence. All other required documents must be submitted for enrollment.

School records from the former school will be forwarded through the Address Confidentiality Program (ACP).

The ACP can be contacted at 1-800-563-6399 regarding questions about the family’s eligibility for enrollment.

Adopted 08/13/09 Page 5 of 5 Upper Perkiomen School District INTENT TO REPEAL & RELACE Policy Manual

Section 200 Pupils

Title Admission of Beginners

Code 201

Status Active

Adopted October 12, 2000

Last Revised January 12, 2017

Authority

The Board shall establish age requirements for the admission of beginning students which are consistent with statute and sound educational practice and which ensure the equitable treatment of all eligible children.[6][7][8]

Guidelines

Age of Entrance

Admission into Kindergarten beginning with the 2017-2018 school year:

In order to be admitted into kindergarten, children must have attained the age of five (5) years by September 1. Admittance shall take place during the first two (2) weeks of the school term and thereafter at the discretion of the Superintendent or his/her designee.[4]

Admission into Grade 1 beginning with the 2017-2018 school year:

In order to be admitted to first grade, children must have attained the age of six (6) years by September 1. Admittance shall take place during the first two (2) weeks of the school term and thereafter at the discretion of the Superintendent or his/her designee.[1][2]

Exceptions: 1. Children who have attained the age of eight (8) years shall be immediately admitted regardless of when during the school term they seek to enroll.

2. Children who have successfully completed a full-year of kindergarten in a program approved by the Pennsylvania Department of Education, or a similar entity, shall be admitted to first grade during the first two (2) weeks of the school term, or thereafter at the discretion of the Superintendent of his/her designee, even if they have not attained the age of six (6) years by September 1.

3. Children who begin the school term in another school entity’s first grade class and then subsequently enroll, shall be immediately admitted to the district even if they had not attained the age of six (6) years by September 1, with the exception that such children shall not be admitted if the Superintendent or his/her designee believes that their parents/guardians are attempting to intentionally circumvent this policy.

The Board is not required to admit as a beginner any child whose age is less than the district's established admission age of beginner.[3]

Delegation of Responsibility

The Superintendent shall require that each student who registers for entrance to school exhibit the following documentation:[5][9][10] 1. Birth certificate.

2. Record of immunizations for required doses of polio, diphtheria, tetanus, rubella, mumps and measles vaccine, and Hepatitis B vaccine.

3. Information regarding health history.

4. Social Security number.

Legal 1. 24 P.S. 1304 2. 22 PA Code 11.15 3. 22 PA Code 11.16 4. 22 PA Code 11.14 5. Pol. 203 6. 22 PA Code 11.12 7. 22 PA Code 11.41 8. 24 P.S. 1301 9. Pol. 200 10. 24 P.S. 1303a 24 P.S. 503 24 P.S. 1326 22 PA Code 4.41 Upper Perkiomen School District REPLACEMENT NO. 201 Policy Manual

Section 200 Pupils

Title Admission of Beginners

Code 201

Status Second Reading

Adopted October 12, 2000

Last Revised January 12, 2017

Authority

The Board shall establish age requirements for the admission of beginning students which are consistent with statute and sound educational practice and which ensure the equitable treatment of all eligible children.[6][7][8]

Guidelines

Age of Entrance

In order to be admitted into kindergarten, children must have attained the age of five (5) years by September 1.

In order to be admitted to first grade, children must have attained the age of six (6) years by September 1. Admittance shall take place during the first two (2) weeks of the school term and thereafter at the discretion of the Superintendent or his/her designee.[1][2]

Exceptions: 1. Children who have attained the age of six (6) years shall be immediately admitted regardless of when during the school term they seek to enroll.

2. Children who have successfully completed a full-year of kindergarten in a program approved by the Pennsylvania Department of Education, or a similar entity, shall be admitted to first grade during the first two (2) weeks of the school term, or thereafter at the discretion of the Superintendent of his/her designee, even if they have not attained the age of six (6) years by September 1.

3. Children who begin the school term in another school entity’s first grade class and then subsequently enroll, shall be immediately admitted to the district even if they had not attained the age of six (6) years by September 1, with the exception that such children shall not be admitted if the Superintendent or his/her designee believes that their parents/guardians are attempting to intentionally circumvent this policy. The Board is not required to admit as a beginner any child whose age is less than the district's established admission age of beginner.[3]

Delegation of Responsibility

The Superintendent shall require that each student who registers for entrance to school exhibit the following documentation:[5][9][10] 1. Birth certificate.

2. Record of immunizations for required doses of polio, diphtheria, tetanus, rubella, mumps and measles vaccine, and Hepatitis B vaccine.

3. Information regarding health history.

4. Social Security number.

Legal 1. 24 P.S. 1304 2. 22 PA Code 11.15 3. 22 PA Code 11.16 4. 22 PA Code 11.14 5. Pol. 203 6. 22 PA Code 11.12 7. 22 PA Code 11.41 8. 24 P.S. 1301 9. Pol. 200 10. 24 P.S. 1303a 24 P.S. 503 24 P.S. 1326 22 PA Code 4.41 Upper Perkiomen School District New - No. 202 Policy Manual

Section 200 Pupils

Title Eligibility of Nonresident Students

Code 202

Status Second Reading

Purpose

The Board shall operate District schools for the benefit of students residing in this District who are eligible for attendance.[1][2][3]

Authority

The Board may permit the admission of nonresident students in accordance with Board policy.[4][5][6]

The Board shall require that appropriate legal documentation showing dependency or guardianship or a sworn statement of full residential support be filed with the Board Secretary before an eligible nonresident student may be accepted as a student in District schools. The Board may require a resident to submit additional, reasonable information to substantiate a sworn statement, in accordance with guidelines issued by the Department of Education.[7][8]

The Board reserves the right to verify claims of residency, dependency and guardianship and to remove from school attendance a nonresident student whose claim is invalid.[7]

If information contained in the sworn statement of residential support is found to be false, the student shall be removed from school after notice is given of an opportunity to appeal the student's removal.[7][9]

The Board shall not be responsible for transportation to or from school for any nonresident student residing outside Upper Perkiomen School District boundaries.

Tuition rates shall be determined annually in accordance with law.[5][10][11]

Guidelines

Nonresident Children Placed in Resident’s Home

Any child placed in the home of a District resident by a court or government agency shall be admitted to District schools and shall receive the same benefits and be subject to the same responsibilities as resident students.[12] Residents of Institutions

A child who is living in or assigned to a facility or institution for the care or training of children that is located within this District is not a legal resident of the District by such placement; but s/he shall be admitted to District schools, and a charge shall be made for tuition in accordance with law.[13][14][15][16][17][10][18][19]

Prospective Residents

A student eligible for attendance whose parent/guardian has executed a contract to buy, build or rent a residence in this District for occupancy within 45 calendar days without payment of tuition if residency is established within the initial 45 calendar days [5].

If the student does not become a resident of the District by the end of that period, tuition shall be required from the original date of enrollment until residency is established.

Parents/Guardians of students who claim admission on the basis of future residency shall be required to demonstrate proof of the anticipated residency.

Former Residents

Regularly enrolled students whose parents/guardians have moved out of the school district may be permitted to finish the school year upon submission of a letter of request to the Superintendent or designee. Approval will be determined upon review of the student’s record, which includes attendance, discipline, and credits towards graduation. Consideration will only be granted for students completing his/her senior year and who possess the credits to graduate at the conclusion of that school year. [5]

Other Nonresident Students

A nonresident student may be admitted to District schools without payment of tuition where attendance is justified on the grounds that the student lives full-time and not just for the school year with District residents who have assumed legal dependency or guardianship or full residential support of the student.[7][8]

The District shall immediately enroll homeless students, even if the student or parent/guardian is unable to produce the required documents, in accordance with Board policy, laws and regulations.[20]

Delegation of Responsibility

The Superintendent or designee shall develop administrative regulations for the enrollment of nonresident students.

The Superintendent shall recommend to the Board for its approval the admission of qualified nonresident students.

Legal 1. 24 P.S. 501 2. 24 P.S. 502 3. 24 P.S. 503 4. 24 P.S. 1301 5. 24 P.S. 1316 6. Pol. 200 7. 24 P.S. 1302 8. 22 PA Code 11.19 9. Pol. 906 10. 24 P.S. 2561 11. Pol. 607 12. 24 P.S. 1305 13. 24 P.S. 1306 14. 24 P.S. 1307 15. 24 P.S. 1308 16. 24 P.S. 1309 17. 24 P.S. 1310 18. 24 P.S. 2562 19. 22 PA Code 11.18 20. Pol. 251 24 P.S. 1306.2 24 P.S. 2503 22 PA Code 11.41 Pol. 103 Pol. 103.1 NEW No. 202-AR

UPPER PERKIOMEN SCHOOL DISTRICT ADMINISTRATIVE REGULATION

RULES AND REGULATIONS INTERPRETING ELIGIBILITY OF NONRESIDENT STUDENTS

Resident Students/Court Order/Custody Agreement

A school age student is entitled to be enrolled in the schools of the district where his/her parent(s) or legal guardian resides, upon submission of required documents.

When parents reside in different school districts due to separation, divorce or other reasons, the student can be enrolled in the district of the parent with whom the student lives for the majority of time, unless a court order or court­ approved custody agreement specifies otherwise.

If parents share joint custody and the student's time is evenly divided between the parents, the parents can choose which of the two (2) school districts the student will attend for the school year.

If a parent enrolling a student is relying on a court order or custody agreement as the basis for enrollment, school staff will require the parent to provide a copy of the order or agreement.

Students Living With Resident Adult Other Than Parent

When a student lives with a District resident who is supporting the student without personal compensation (gratis), the student can enroll in a District school if the resident makes application and provides the required documentation.

In addition to the required documents, school staff will require the resident to provide only one (1) of the following: 1. Legal documentation to show dependency or guardianship.

2. Sworn and notarized statement indicating that the signer is a District resident and is supporting the student without receiving personal compensation, the student is living with him/her continuously and not just for the school year, and the resident accepts all personal obligations relative to school requirements. School staff can require the resident to provide additional information before enrolling the student in District schools. Required documents may include: 1. Copy of completed county form or court order transferring child support payments to resident, if applicable.

2. Copy of completed state form notifying Department of Welfare of child's new residence, if applicable. 3. Copy of lease/rental agreement identifying the student as a tenant, if applicable.

4. Documents to verify residency, as required for all students enrolling in District schools.

Page 1 of 4 A resident's receipt of payments, such as Supplemental Security Income (SSI), Transitional Assistance for Needy Families (TANF), pre-adoptive support, child support, maintenance on public or private health insurance, support from the military or military personnel or other payments for or on account of the student will not be considered personal compensation or gain.

School staff will not require the natural parent(s) or former guardian(s) to provide information.

Student/Families with Limited English Proficiency

The District will provide translation and interpretation services to the extent needed to help a family with limited English proficiency to understand the enrollment process.

School staff will promptly enroll the student, upon submission of required documents. School staff will not request social security numbers or immigration status information.

Foster Students

Nonresident students placed in foster care are entitled to the same educational privileges as students residing in the District. Nonresident exceptional students placed in foster care are entitled to receive an appropriate program of special education.

In addition to the required documents, school staff will request a letter from the appropriate agency verifying that the student is residing with a foster parent or is in a pre-adoptive or adoptive home. School staff cannot request a court order or agency records.

The District will attempt to enable a foster student moving from one placement to another to remain in the same school or the District when the student is moved to another school attendance area or to another school district, when feasible.

Pre-Adoptive/ Adoptive Students

A student living with pre-adoptive parents who receive adoption assistance subsidies or payments is entitled to attend school in the district in which the pre-adoptive parents reside.

A student living with adoptive parents is entitled to attend school in the district in which the adoptive parents reside.

School staff will enroll a student living with adoptive parents or pre-adoptive parents who reside in the District, upon submission of required documents.

Students Living In Institutions

If the School District hosts a children's detention home, drug and alcohol treatment center or similar facility, the District is required to provide an education, and special education when appropriate, to nonresident students placed in the institution.

Students placed in a children's institution have the right to attend District schools if appropriate for the student, upon submission of required documents.

Page 2 of 4 Emancipated Minors

An emancipated minor is a student under the age of twenty-one (21) years who has established a residence apart from his/her parents/guardians or is living with a spouse.

The school district in which the student is living is the resident district, and the student can enroll without any assistance from an adult, upon submission of required documents.

Homeless Students

Homeless students lack a fixed, regular and adequate nighttime residence and may reside in shelters, hotels, motels, cars, tents, or be temporarily housed with a resident family because of lack of housing. Homeless students include unaccompanied homeless youth and those waiting for foster care placement.

School staff will immediately enroll a homeless student, and the family is not required to prove residency.

School staff will immediately enroll an unaccompanied homeless student without documents and without the help of an adult. An unaccompanied homeless student is any child who is not in the physical custody of a parent/guardian and includes a student who has run away, been thrown out of the home, or been abandoned or separated from a parent/guardian.

A youth awaiting foster care placement includes those placed in emergency, interim or respite foster care; kinship care; evaluation or diagnostic centers or placements for the sole purpose of evaluation. When necessary, prior to enrollment District staff will consult with the county children and youth agencies to determine if the student meets the definition of awaiting foster care placement.

Children of Military Personnel

When a student is a child of a Pennsylvania resident who is deployed by the military and the student is living for that time with relatives or family friends residing in the District, the student is entitled to attend District schools, upon submission of required documents.

School staff will presume the District resident is supporting the student gratis, without personal compensation or gain.

Foreign Students with Student Visas

Students with visas of any type must comply with the terms and condition of that visa, including payment of tuition when required.

When a student with a visa requests enrollment in District schools, the designated District administrator will consult with the District solicitor to ensure the District is following the specific requirements of the applicable visa program.

Undocumented Foreign Students

District staff will not ask about the immigration status of a student who is seeking to enroll in the District.

Page 3 of 4 A student whose immigration status is not documented must provide the residency and other documents required for enrollment.

Students Returning From Delinquency Placements

When a student returns to the District from a delinquency placement, school staff cannot automatically place the student in an alternative education program just because s/he had been adjudicated delinquent.

A student returning from a delinquency placement is entitled to an informal hearing prior to being placed in an alternative education program. The purpose of the hearing is to determine if the student is currently fit to return to the regular classroom or ifs/he meets the definition of a disruptive student. Factors the District will consider include: 1. If the incident causing the adjudication occurred at school or a school-sponsored event. 2. Student's behavior in the placement.

3. Recommendations of teachers and adults, such as the juvenile probation officers, who have worked with the student.

Address Confidentiality Program (ACP)

A family can enroll a student using an Address Confidentiality Program (ACP) that lists a post office box as their address.

School staff will accept this post office box as the legal address and will not require additional information about the residence. All other required documents must be submitted for enrollment.

School records from the former school will be forwarded through the Address Confidentiality Program (ACP). The ACP can be contacted at 1-800-563-6399 regarding questions about the family's eligibility for enrollment.

Adopted 08/13/20

Page 4 of 4 Upper Perkiomen School District INTENT TO REPEAL & REPLACE Policy Manual

Section 200 Pupils

Title Assignment within District

Code 206

Status Active

Adopted October 12, 2000

Last Revised October 9, 2008

Purpose

The Board directs that the assignment of students to classes and schools within the Upper Perkiomen School District be consistent with the proper education of students and best use of district resources.

Authority

The Board shall determine periodically the school attendance areas of the Upper Perkiomen School District and shall expect the students within each area to attend the school so designated. In assigning students to schools within the Upper Perkiomen School District, no distinction whatever shall be made on the basis of the student's race or color.[1][2]

Delegation of Responsibility

The Superintendent shall periodically review existing attendance areas and recommend to the Board changes that may be justified.

The Superintendent or designee may assign a student to a school other than that designated in the attendance area when such exception is justified by circumstances and is in the proper educational interest of the student.

The Superintendent or designee shall assign incoming transfer students to schools, grades, and classes that afford each student the greatest likelihood of realizing fullest educational potential.

The building principal shall assign students in his/her school to appropriate grades, classes, or groups. This action shall be based on consideration of the needs and abilities of the student as well as the administration of the school. Classroom Placement of Twins/Higher Order of Multiples

A parent/guardian of twins or higher order multiples who are in the same grade level at the same school may request that their children be placed in the same classroom or in separate classrooms. The request for classroom placement must be made no later than ten (10) days after the first day of each school year or ten (10) days after the first day of the children's attendance.[3]

The school shall provide the classroom placement requested by parent/guardian, with the following exceptions:

1. After consultation with the Superintendent or designee, the principal determines that an alternative placement is necessary.

2. After consultation with the teacher of each classroom in which the children are placed, the principal determines that the requested classroom placement is disruptive to the classroom. The principal may then determine the appropriate classroom placement for the siblings.

3. If the request for separate classroom placement would require the district to add an additional class to the grade level of the siblings.

The school may recommend classroom placement and provide professional education advice to the parent/guardian to assist in making the best decision for their children's education.

A parent/guardian may appeal the principal's classroom placement of twins or high order multiples in accordance with Board policy.[4]

Legal 1. 24 P.S. 1310 2. Pol. 103 3. 24 P.S. 1310.1 4. Pol. 906 Upper Perkiomen School District REPLACEMENT No. 206 Policy Manual

Section 200 Pupils

Title Assignment within District

Code 206

Status Second Reading

Purpose

The Board directs that the assignment of students to classes and schools within this District shall be consistent with the educational needs and abilities of students and the best use of District resources.

Authority

The Board shall determine periodically the school attendance areas of the District, and the students within each area are expected to attend the designated school. In assigning students to schools within this District, no discrimination shall occur.[1][2][3]

Delegation of Responsibility

The Superintendent periodically shall review existing attendance areas and recommend to the Board changes that may be justified by considerations of safe student transportation and travel, convenience of access to schools, financial and administrative efficiency, or appropriateness of the instructional program.

The Superintendent or designee shall assign incoming transfer students to schools, grades, and classes that afford each student the greatest likelihood of realizing his/her educational and academic goals.

The building principal shall assign students in the school to appropriate grades, classes or groups, based on consideration of the needs and abilities of the student, as well as the educational program and administration of the school.

Guidelines

Classroom Placement of Twins/Higher Order Multiples

A parent/guardian of twins or higher order multiples who are in the same grade level at the same school may request that their children be placed in the same classroom or in separate classrooms. The request for classroom placement must be made no later than ten (10) days after the first day of each school year or ten (10) days after the first day of the children’s attendance.[4] The school shall provide the classroom placement requested by the parent/guardian, with the following exceptions:

1. After consultation with the Superintendent or designee, the principal determines that an alternative placement is necessary.

2. After consultation with the teacher of each classroom in which the children are placed, the principal determines that the requested classroom placement is disruptive to the classroom. The principal may then determine the appropriate classroom placement for the siblings.

3. If the request for separate classroom placement would require the District to add an additional class to the grade level of the siblings.

The school may recommend classroom placement of Twins/Higher Order Multiples and provide professional education advice to the parent/guardian to assist in making the best decision for their children’s education.

A parent/guardian may appeal the principal’s classroom placement of twins or higher order multiples in accordance with Board policy.[5]

Legal 1. 24 P.S. 1310 2. Pol. 103 3. Pol. 103.1 4. 24 P.S. 1310.1 5. Pol. 906 Upper Perkiomen School District INTENT TO REPEAL & REPLACE Policy Manual

Section 200 Pupils Title Withdrawal from School

Code 208 Status Active Adopted October 12, 2000

Purpose

The Board affirms that while statute requires attendance of each student only between the ages of eight (8) and seventeen (17), it is in the best interests of both students and the community that students complete the educational program that will equip them with skills and increase their chances for a successful and fulfilling life beyond school.[1]

Authority

The Board directs that whenever a student wishes to withdraw, effort should be made to determine the underlying reason for such action, and the resources of the Upper Perkiomen School District should be used to assist the student in reaching his/her career goals. No student of compulsory school age will be permitted to withdraw without the written consent of a parent and supporting justification.

Delegation of Responsibility

The Superintendent shall develop procedures to govern a student's withdrawal from school.

Legal 1. 24 P.S. 1326 Upper Perkiomen School District REPLACEMENT NO. 208 Policy Manual

Section 200 Pupils

Title Withdrawal from School

Code 208

Status Second Reading

Purpose

The Board affirms that even though law requires attendance of a student only between the ages of six (6) and eighteen (18), it is in the best interests of both students and the community that students complete the educational program that will equip them with required skills and increase their chances for a successful life beyond school.[1][2][3][4]

Authority

The Board directs that whenever a student wishes to withdraw, efforts should be made to determine the underlying reason for such action. District resources and staff shall be utilized to assist the student in pursuing career goals.

No student of compulsory school age will be permitted to withdraw without the written consent of a parent/guardian and supporting justification.

The Board shall approve the withdrawal of students attending college full-time.[5]

Guidelines

Prior to the Withdrawal, school staff must demonstrate the following:

Counseling services shall be made available to any student who states an intention to withdraw permanently.

Information shall be given to help a withdrawing student define educational and life goals and develop a plan for achieving those goals.

Students shall be informed about the tests for General Educational Development.

Delegation of Responsibility

The building administrator shall ensure the timely return of all District-owned supplies and equipment in the possession of the student.

The Superintendent shall develop administrative regulations to govern a student's withdrawal from school. Legal 1. 24 P.S. 1326 2. 24 P.S. 1327 3. 22 PA Code 11.13 4. 22 PA Code 12.1 5. 22 PA Code 11.4 Upper Perkiomen School District INTENT TO REPEAL Policy Manual

Section 200 Pupils

Title Student Accident Insurance

Code 211

Status Active

Adopted October 12, 2000

Purpose

The Board recognizes the need for insurance coverage for unforeseen accidents which may occur to students in the course of attendance at school or participation in the athletic and extracurricular programs of the schools.

Authority

The Board shall maintain insurance coverage by a qualified insurer over and above the first responsibility of family coverage and at no cost to the student for injury resulting from accidents sustained while participating in an interscholastic sports program in grades 7 through 12.[1]

Delegation of Responsibility

The Board shall provide parents the opportunity to purchase insurance coverage, at no cost to the Board, for injury resulting from accidents sustained by students in any activity sponsored by the school.

The Superintendent or designee shall be responsible to:

1. Prepare specifications and secure suitable coverage from qualified insurance carriers for recommendation and Board consideration.

2. Notify all students and parents of students who may be eligible for insurance.

3. Ascertain that where the Board assumes the full cost of insurance, each eligible student is properly insured.

Legal 1. 24 P.S. 511 Upper Perkiomen School District INTENT TO REPEAL Policy Manual

Section 200 Pupils

Title Assessment of Student Progress

Code 213

Status Active

Adopted October 12, 2000

Purpose

The Board recognizes that a system of assessing student achievement can help students, teachers, and parents to understand and evaluate a student's progress toward educational goals and academic standards.[1]

Definition

Assessment shall be the system of measuring and recording student progress and achievement that enables the student, parents and teachers to determine a student's attainment of established academic standards, learn the student's strengths and weaknesses, plan an education and vocational future for the student in areas of the greatest potential for success, and know when remedial work is required.[2]

Assessment shall measure the student's progress against both his/her own potential for achievement and the achievements of others in the class, as appropriate to the grade level and subject matter.

Authority

The Board directs that the Upper Perkiomen School District's instructional program shall include a system of assessing all students' academic progress. The system shall include descriptions of how achievement of academic standards will be measured and how this information will be used to assist students having difficulty meeting required standards.[3][4][2][5][6][7][8]

Students with disabilities shall be included the district's assessment system, with appropriate accommodations when necessary.[6]

The district's assessment system shall include a variety of assessment strategies which may include: 1. Written work by students.

2. Scientific experiments conducted by students.

3. Works of art or musical, theatrical or dance performances by students.

4. Other demonstrations, performances, products or projects by students related to specific academic standards. 5. Examinations developed by teachers to assess specific academic standards.

6. Nationally-available achievement tests.

7. Diagnostic assessments.

8. Evaluations of portfolios of student work related to achievement of academic standards.

9. Other measures, as appropriate, which may include standardized tests.

Delegation of Responsibility

The Superintendent or designee shall develop and implement procedures to assess student progress, in accordance with district goals and regulations of the State Board of Education.[6][7]

Guidelines

At the outset of any course of study, each student should be informed about the academic standards to be attained.

Each student should be kept informed of his/her personal progress during the units of a course of study.

Methods of assessment shall be appropriate to the course of study and maturity of students.

Assessment should objectively evaluate and reward students for their efforts.

Students should be encouraged to assess their own achievements.

All assessment systems are subject to review and revision.

Staff, students, and parents should be involved in the continuing program of assessment review.

Examinations

Examinations evaluate the achievement of the goals and objectives on which learning activities have been based. Examinations shall be given at the most appropriate point in the learning process.

Final examination schedules must be approved by the building principal, and copies of all final exams must be filed with the principal ten (10) days prior to the administration date.

Legal 1. Pol. 212 2. 22 PA Code 4.11 3. 24 P.S. 1531 4. 24 P.S. 1532 5. 22 PA Code 4.51 6. 22 PA Code 4.52 7. Pol. 102 8. Pol. 216 Upper Perkiomen School District REPEAL & REPLACE Policy Manual

Section - 200 Pupils

Title - Student Expression/Distribution and Posting of Materials

Code - 220

Status - Active

Adopted - October 12, 2000

Last Revised - November 8, 2018

Purpose

The right of public school students to freedom of speech is guaranteed by the Constitution of the United States and the constitution of the Commonwealth. The Board respects the right of students to express themselves in word or symbol and to distribute and post materials in areas designated for posting as a part of that expression. The Board also recognizes that exercise of that right must be limited by the District's responsibility to maintain an orderly school environment and to protect the rights of all members of the school community.[1]

This Policy addresses student expression in general and distribution and posting of materials that are not part of District-sponsored activities. Materials sought to be distributed or posted as part of the curricular or extracurricular programs of the District shall be regulated as part of the District’s educational program.

Definitions

Distribution - students handing nonschool materials to others on school property or during school- sponsored events; placing upon desks, on or in lockers; or engaging in any other manner of delivery of nonschool materials to others while on school property or during school functions. When email, text messaging or other technological delivery is used as a means of distributing or accessing nonschool materials via use of school equipment or while on school property or at school functions, it shall be governed by this policy. Off-campus or after hours distribution, including technological distribution, that does or is likely to materially or substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threatens serious harm to the school or community; encourages unlawful activity; or interferes with another's rights is also covered by this Policy.

Expression - verbal, written or symbolic representation or communication.

Nonschool materials - any printed or written materials meant for posting or general distribution to others that are not prepared as part of the curricular or extracurricular program of the District, including but not limited to fliers, invitations, announcements, pamphlets, posters, Internet bulletin boards, personal websites and the like.

Posting - publicly displaying nonschool materials on school property or at school-sponsored events, including but not limited to affixing such materials to walls, doors, bulletin boards, easels, the outside of lockers; on District-sponsored or student websites; through other District-owned technology and the like.

Sit-in - any organized protest in which a group of people peacefully occupy and refuse to leave the premises.

Walk-out - the action of leaving a building as an expression of free speech.

Authority and Guidelines

Students have the right to express themselves unless such expression is likely to or does materially or substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threatens serious harm to the school or community; encourages unlawful activity; or interferes with another's rights.[1]

Student expression that occurs on school property or at school-sponsored events is fully governed by this Policy. In addition, off-campus or after hours expression is governed by this Policy if the student expression involved constitutes unprotected expression as stated in this Policy and provided the off- campus or after hours expression does or is likely to materially or substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threatens serious harm to the school or community; encourages unlawful activity; or interferes with another's rights.[1][2][3]

The Board shall require that distribution and posting of nonschool materials occur only at the places and during the times set forth in written administrative procedures. Such procedures shall be written to permit the orderly operation of schools, while recognizing the rights of students to engage in protected expression.[1][4]

Unprotected Student Expression

The Board reserves the right to designate and prohibit manifestations of student expression that are not protected by the right of free expression because, for example, they violate the rights of others or where such expression is likely to or does materially or substantially interfere with school activities, school work, or discipline and order on school property or at school functions. Such unprotected expressions include, but are not limited to the following:

1. Libel of any specific person or persons.

2. Advocating the use or advertising the availability of any substance or material that may reasonably be believed to constitute a direct and serious danger to the health or welfare of students.

3. Using obscene, lewd, vulgar or profane language – whether verbal, written or symbolic.[3]

4. Inciting violence; advocating use of force; or encouraging violation of federal, state or municipal law, Board Policy or District rules or regulations.

5. Are likely to or do materially or substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threaten serious harm to the school or community; encourage unlawful activity; or interfere with another's rights.

6. Violating written District administrative procedures on time, place and manner for posting and distribution of otherwise protected expression.

Spontaneous student expression which is otherwise protected speech is not prohibited by this section.

Discipline for Engaging in Unprotected Expression

The Board reserves the right to prohibit the posting or distribution of nonschool materials containing unprotected expression and to prohibit students from engaging in other unprotected student expression, as well as to stop unprotected student expression when it occurs. The Board reserves the right to discipline students for engaging in unprotected expression. Where such expression occurs off campus and away from school functions, a nexus between the unprotected expression and a substantial and material disruption of the school program must be established.

Distribution of Nonschool Materials

The Board requires that students who wish to distribute or post nonschool materials on school property shall submit them one (1) school day in advance of planned distribution or posting to the building principal or designee, who shall forward a copy to the Superintendent or designee.[1]

If the nonschool materials contain unprotected expression as stated in this Policy, the building principal or designee shall notify the students that they may not post or distribute the materials because the materials constitute a violation of Board Policy.

If notice is not given during the period between submission and the time for the planned distribution or posting, students may proceed with the planned distribution or posting, provided they comply with written administrative procedures on time, place and manner of posting or distribution of nonschool materials.

Students who post or distribute nonschool materials in compliance with this provision may still be ordered to desist such distribution if the materials are later found to be unprotected expression under this policy.

Students who distribute printed materials shall be responsible for clearing any litter that results from their activity and shall schedule the event so that they do not miss instructional time themselves.

Posting of Nonschool Materials If a school building has an area where individuals are allowed to post nonschool materials, students may post such items as well, if the materials do not constitute unprotected expression and the items are submitted for prior review in the same manner as if the students were going to distribute them.

Such materials shall be officially dated, and the District may remove the materials within ten (10) days of the posting or other reasonable time as stated in the administrative procedures relating to posting.

Review of Student Expression

School officials shall not censor or restrict nonschool materials or other student expression for the sole reason that it is critical of the school or its administration, or because the views espoused are unpopular or may make people uncomfortable.

Student-initiated religious expression is permissible and shall not be prohibited except as to time, place and manner of distribution, or if the expression involved violates some other part of this policy, e.g., because it is independently determined to be unprotected expression under the standards and definitions of this Policy.

The review for unprotected expression shall be reasonable and not calculated to delay distribution.

Appeal of the reviewer's decision may be made to the Superintendent and then to the Board, in accordance with Board Policy and District administrative procedures.[5]

Student Walk-Outs and Sit-Ins

The District reserves the right to restrict the time, place and manner of a walkout, sit-in or other protest (herein collectively referred to as "protests") for purposes of safety and order. However, since the Constitution protects students when they speak or express political or social views in school, so long as their speech is not disruptive, the District shall not censor student political speech, nor punish students more harshly for missing school to take part in a protest than they would for any other unexcused absence.

Student expression may be curtailed by school officials if such expression would materially and substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threatens serious harm to the school or community; encourages unlawful activity; or interferes with another's rights. The determination of what constitutes a "material and substantial disruption" is decided on a case-by-case basis according to applicable law.

Staff will not:

• Encourage or discourage student protests.

• Prevent or force students to participate in student protests.

Delegation of Responsibility

The Superintendent shall assist the building principal in determining the designation of the places and times nonschool materials may be distributed in each school building. Such designations may take into account maintenance of the flow of student traffic throughout the school and shall limit distribution of nonschool materials to noninstructional times.

Disciplinary action may be determined by the administrators for students who distribute or post nonschool materials in violation of this Policy or District administrative procedures, or who continue the manifestation of unprotected expression after a person in authority orders that they desist. Disciplinary actions shall be included in the Code of Student Conduct.[6]

This Board Policy and any administrative procedures written to implement this Policy shall be referenced in student handbooks so that students can access them for further information.

Legal 1. 22 PA Code 12.9 2. 24 P.S. 511 3. 22 PA Code 12.2 4. 24 P.S. 510 5. Pol. 219 6. Pol. 218 Last Modified by Policy Staff on November 12, 2018

Upper Perkiomen School District REPLACEMENT No. 220 Policy Manual

Section - 200 Pupils

Title - Student Expression/Distribution and Posting of Materials

Code - 220

Status - Second Reading

Purpose

The right of public school students to freedom of speech is guaranteed by the Constitution of the United States and the constitution of the Commonwealth. The Board respects the right of students to express themselves in word or symbol and to distribute and post materials in areas designated for posting as a part of that expression. The Board also recognizes that exercise of that right must be limited by the District's responsibility to maintain an orderly school environment and to protect the rights of all members of the school community.[1]

This policy addresses student expression in general and distribution and posting of materials that are not part of District-sponsored activities. Materials sought to be distributed or posted as part of the curricular or extracurricular programs of the District shall be regulated as part of the District’s educational program.

Definitions

Distribution - students handing nonschool materials to others on school property or during school- sponsored events; placing upon desks, on or in lockers; or engaging in any other manner of delivery of nonschool materials to others while on school property or during school functions. When email, text messaging or other technological delivery is used as a means of distributing or accessing nonschool materials via use of school equipment or while on school property or at school functions, it shall be governed by this policy. Off-campus or after hours distribution, including technological distribution, that does or is likely to materially or substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threatens serious harm to the school or community; encourages unlawful activity; or interferes with another's rights is also covered by this policy.

Expression - verbal, written or symbolic representation or communication.

Nonschool materials - any printed or written materials meant for posting or general distribution to others that are not prepared as part of the curricular or extracurricular program of the District, including but not limited to fliers, invitations, announcements, pamphlets, posters, Internet bulletin boards, personal websites and the like.

Posting - publicly displaying nonschool materials on school property or at school-sponsored events, including but not limited to affixing such materials to walls, doors, bulletin boards, easels, the outside of lockers; on District-sponsored or student websites; through other District-owned technology and the like. Sit-in - any organized protest in which a group of people peacefully occupy and refuse to leave the premises.

Walk-out - the action of leaving a building as an expression of free speech.

Authority

Students have the right to express themselves unless such expression is likely to or does materially or substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threatens serious harm to the school or community; encourages unlawful activity; or interferes with another's rights.[1]

Student expression that occurs on school property or at school-sponsored events is fully governed by this policy. In addition, off-campus or after hours expression is governed by this policy if the student expression involved constitutes unprotected expression as stated in this policy and provided the off- campus or after hours expression does or is likely to materially or substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threatens serious harm to the school or community; encourages unlawful activity; or interferes with another's rights.[1][2][3]

The Board shall require that distribution and posting of nonschool materials occur only at the places and during the times set forth in written administrative procedures. Such procedures shall be written to permit the orderly operation of schools, while recognizing the rights of students to engage in protected expression.[1][4]

Unprotected Student Expression

The Board reserves the right to designate and prohibit manifestations of student expression that are not protected by the right of free expression because they violate the rights of others or where such expression is likely to or does materially or substantially interfere with school activities, school work, or discipline and order on school property or at school functions including but not limited to:

1. Libel of any specific person or persons.

2. Advocating the use or advertising the availability of any substance or material that may reasonably be believed to constitute a direct and serious danger to the health or welfare of students.

3. Using obscene, lewd, vulgar or profane language – whether verbal, written or symbolic.[3]

4. Inciting violence; advocating use of force; or encouraging violation of federal, state or municipal law, Board policy or District rules or regulations.

5. Are likely to or do materially or substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threaten serious harm to the school or community; encourage unlawful activity; or interfere with another's rights.

6. Violating written school District administrative regulations or procedures on time, place and manner for posting and distribution of otherwise protected expression.

Spontaneous student expression which is otherwise protected speech is not prohibited by this section.

Discipline for Engaging in Unprotected Expression

The Board reserves the right to prohibit the posting or distribution of nonschool materials containing unprotected expression and to prohibit students from engaging in other unprotected student expression, as well as to stop unprotected student expression when it occurs. The Board reserves the right to discipline students for engaging in unprotected expression. Where such expression occurs off campus and away from school functions, a nexus between the unprotected expression and a substantial and material disruption of the school program must be established.

Distribution of Nonschool Materials

The Board requires that students who wish to distribute or post nonschool materials on school property shall submit them one (1) school day in advance of planned distribution or posting to the building principal or designee, who shall forward a copy to the Superintendent.[1]

If the nonschool materials contain unprotected expression as stated in this policy, the building principal or designee shall notify the students that they may not post or distribute the materials because the materials constitute a violation of Board policy.

If notice is not given during the period between submission and the time for the planned distribution or posting, students may proceed with the planned distribution or posting, provided they comply with written administrative procedures on time, place and manner of posting or distribution of nonschool materials.

Students who post or distribute nonschool materials in compliance with this provision may still be ordered to desist such distribution if the materials are later found to be unprotected expression under this policy.

Students who distribute printed materials shall be responsible for clearing any litter that results from their activity and shall schedule the event so that they do not miss instructional time themselves.

Posting of Nonschool Materials

If a school building has an area where individuals are allowed to post nonschool materials, students may post such items as well, if the materials do not constitute unprotected expression and the items are submitted for prior review in the same manner as if the students were going to distribute them.

Such materials shall be officially dated, and the District may remove the materials within ten (10) days of the posting or other reasonable time as stated in the administrative procedures relating to posting.

Review of Student Expression

School officials shall not censor or restrict nonschool materials or other student expression for the sole reason that it is critical of the school or its administration, or because the views espoused are unpopular or may make people uncomfortable.

Student-initiated religious expression is permissible and shall not be prohibited except as to time, place and manner of distribution, or if the expression involved violates some other part of this policy, e.g., because it is independently determined to be unprotected expression under the standards and definitions of this policy.

The review for unprotected expression shall be reasonable and not calculated to delay distribution.

Appeal of the reviewer's decision may be made to the Superintendent and then to the Board, in accordance with Board policy and District procedures.[5]

Student Walk-Outs and Sit-Ins

The District reserves the right to restrict the time, place and manner of a walk-out, sit-in or other protest (herein collectively referred to as "protests") for purposes of safety and order. However, since the Constitution protects students when they speak or express political or social views in school, so long as their speech is not disruptive, the District shall not censor student political speech, nor punish students more harshly for missing school to take part in a protest than they would for any other unexcused absence.

Student expression may be curtailed by school officials if such expression would materially and substantially interfere with the educational process, including school activities, school work, or discipline and order on school property or at school functions; threatens serious harm to the school or community; encourages unlawful activity; or interferes with another's rights. The determination of what constitutes a "material and substantial disruption" is decided on a case-by-case basis according to applicable law.

Stall will not:

• Encourage or discourage student protests.

• Prevent or force students to participate in student protests.

Delegation of Responsibility

The Superintendent shall assist the building principal in determining the designation of the places and times nonschool materials may be distributed in each school building. Such designations may take into account maintenance of the flow of student traffic throughout the school and shall limit distribution of nonschool materials to noninstructional times.

Disciplinary action may be determined by the administrators for students who distribute or post nonschool materials in violation of this policy and District administrative procedures, or who continue the manifestation of unprotected expression after a person in authority orders that they desist. Disciplinary actions shall be included in the disciplinary Discipline Code.[6] This Board policy and any administrative procedures written to implement this policy shall be referenced in student handbooks so that students can access them for further information.

Legal 1. 22 PA Code 12.9 2. 24 P.S. 511 3. 22 PA Code 12.2 4. 24 P.S. 510 5. Pol. 219 6. Pol. 218 Policy Manual

Section 200 Pupils

Title Student Assistance Program

Code 236 - NEW

Status Second Reading

Purpose

The Board is committed to assisting all students to achieve to their fullest potential.

Definition

Student Assistance Program (SAP) - a systematic process using effective and accountable professional techniques to mobilize school resources to remove the barriers to learning and, when the problem is beyond the scope of the school, to assist the parent/guardian and student with information so they may access services within the community.[1]

Authority

The Board shall provide a Student Assistance Program (SAP) that assists District employees in identifying issues and providing assistance to students experiencing difficulties in learning and academic achievement.[2][3]

Delegation of Responsibility

The Superintendent or designee shall develop, implement, maintain and monitor a Student Assistance Program (SAP) that complies with state regulations.

Guidelines

The Student Assistance Program (SAP) shall provide assistance in:

1. Identifying issues that pose a barrier to a student’s learning and/or academic achievement.

2. Determining whether or not the identified problem lies within the responsibility of the school. 3. Informing the parent/guardian of a problem affecting the student's learning and/or academic achievement.

4. Making recommendations to assist the student and the parent/guardian.

5. Providing information on community resources and options to deal with the problem.

6. Establishing links with resources to help resolve the problem.

7. Collaborating with the parent/guardian and agency when students are involved in treatment through a community agency.

8. Providing a plan for in-school support services for the student during and after treatment.

Legal 1. 22 PA Code 12.16 2. 24 P.S. 1547 3. 22 PA Code 12.42 22 PA Code 12.41 42 Pa. C.S.A. 8337 20 U.S.C. 1232g 34 CFR Part 99 Upper Perkiomen School District INTENT TO REPEAL Policy Manual

Section 200 Pupils

Title Student Accidents and I njuries

Code 250

Status Active

Adopted November 8, 2012

Reporting Student Accidents and Injuries

The District places a high priority on the safety and well-being of its students and desires to foster a safe environment for its students. Therefore, all efforts will be made to ensure the safety of students. However, recognizing that accidents and injuries do occur, the Board requires that all accidents occurring at school or during school activities shall be reported to the school nurse. These, in turn, will be reported to the administration through the periodic reports of the school nurse.

Treatment of Student Injuries

The Board requires that procedures be developed to provide care to students who sustain injuries while on school property during the school day or during school-sponsored activities. Such procedures shall include provision of immediate care, notification to the child’s parent or guardian and, where appropriate, transportation for the child.

Parents and guardians do need to be aware that, in undertaking these efforts on behalf of the safety of District children, the District is not intending to increase its legal responsibility for pupil accidents occurring on the premises or during school-sponsored events away from the building and grounds. 626. ATTACHMENT REPEAL & REPLACE Procurement – Federal Programs

This document is intended to integrate standard district purchasing procedures with additional requirements applicable to procurements that are subject to the federal Uniform Guidance regulations, federal guidance of the Office of Management and Budget and/or U.S. Department of Agriculture (USDA) regulations governing school food service programs. The district maintains the following purchasing procedures, in accordance with federal and state laws, regulations and Board policy. (2 CFR 200.102, 200.318-200.325; 7 CFR 210.16, 210.19, 210.21, 215.14a, 220.16; 24 P.S. 120, 24 P.S. 504, 24 P.S. 508, 24 P.S. 521, 24 P.S. 607, 24 P.S. 609, 24 P.S. 751, 24 P.S. 807.1; 62 Pa. C.S.A. 4601 et seq; Pol. 610, 611, 612, 613, 808)

2019 Procurement Thresholds

PA State Quotation Threshold $11,100 Adjusted based on Consumer Price Index published in PA Bulletin (24 P.S. Sec. 120)

PA State Bid Threshold $20,600 Adjusted based on Consumer Price Index published in PA Bulletin (24 P.S. Sec. 120)

Federal Micro-Purchase Threshold $10,000 Adjusted periodically and published in Federal Register (48 CFR Subpart 2.1) or through guidance of the federal Office of Management and Budget

Federal Simplified Acquisition Threshold $250,000 Adjusted periodically and published in Federal Register (48 CFR Subpart 2.1) or through guidance of the federal Office of Management and Budget *Please review this Procurement attachment annually and update amounts accordingly

The district implements exceptions to the Micro-Purchase and Simplified Acquisition Threshold amounts announced by the federal Office of Management and Budget as part of its procurement procedures.

Responsibility for Purchasing

The Board has outlined standard district purchasing responsibility, methods of purchasing, price quotations and bid requirements in the following Board policies and their accompanying administrative regulations or procedures: Policy 610. Purchases Subject to Bid/Quotation Policy 611. Purchases Budgeted Policy 612. Purchases Not Budgeted Policy 613. Cooperative Purchasing 1 Purchase Methods

When a request for purchase of equipment, supplies or services has been submitted and approved as outlined below, the procurement method to be used will be determined based on the type of purchase and the total cost of the purchase as further outlined below. This procedure outlines how the cost thresholds for determining when the quote or formal bidding procedures that are required by state law as reflected in Policy 610 must be modified when making purchases for federally funded purposes to which the Uniform Grant Guidance or USDA regulations apply, so as to comply with both state and federal requirements. At each point where requirements for food service-related procurement under USDA regulations differ, a note will refer to the Food Service Program Notes at the end of this procedure. Final determination of which purchasing procedures are to be applied is delegated to the Business Administrator under the authority of the Board.

Standard Procurement Documents and Purchase Request Process

The district shall use purchase orders for purchase requests in accordance with the applicable purchase method.

The district shall use paper or electronic purchasing records, which are pre-numbered and are accessible to designated purchasing staff in the Business Office.

Purchase requests by an employee must be submitted to the building administrator or immediate supervisor. Purchase of all budgeted items or items approved by an administrator or supervisor must be initiated by use of a purchase order or requisition submitted to the Business Administrator.

Purchase orders and requisitions shall contain information including, but not limited to:

1. Description of the services to be performed or goods to be delivered.

2. Location of where services will be performed, or goods will be delivered.

3. Appropriate dates of service or delivery.

4. Signature of Superintendent.

Documentation on purchase orders and requisitions shall be maintained in accordance with the district’s Records Management Policy and records retention schedule. (Pol. 800)

Contracts shall be reviewed by the Business Administrator prior to submission to the Board for approval.

2 Contracts to which the Uniform Grant Guidance apply shall contain the clauses specified in Appendix II to 2 CFR Part 200 (Contract Provisions for Non-Federal Entity Contracts Under Federal Awards), when applicable.

Micro-Purchases Not Requiring Quotes or Bidding

For purposes of this procedure, micro-purchase means a purchase of equipment, supplies or services for use in federally funded programs using simplified acquisition procedures, the aggregate amount of which does not exceed a base amount of $10,000. The micro-purchase dollar threshold is adjusted periodically by the federal government, and the threshold most recently established and published in the Federal Register or announced as an exception by the federal Office of Management and Budget shall apply if other than $10,000.(48 CFR Subpart 2.1)

Note: The micro-purchase maximum for federal purposes is lower than the amount below which the School Code allows purchase for nonfederal purposes to be made without obtaining at least three (3) written or telephonic quotes or using formal competitive bidding.

The micro-purchase method is used in order to expedite the completion of its lowest dollar small purchase transactions and minimize the associated administrative burden and cost. Procurement by micro-purchase is the acquisition of equipment, supplies or services, the aggregate dollar amount of which does not exceed the micro-purchase threshold.

To the extent practicable, the district distributes micro-purchases equitably among qualified suppliers when the same or materially interchangeable products are identified and such suppliers offer effectively equivalent rates, prices and other terms. The Business Administrator will be responsible to determine the equitable distribution of micro-purchases.

Micro-purchases may be awarded without soliciting competitive quotations if the district considers the price to be reasonable. The district will maintain evidence of this reasonableness in the records of all micro-purchases. Reasonable means that sound business practices were followed and the purchase is comparable to market prices for the geographic area. Such determinations of reasonableness may include comparison of the price to previous purchases of the same item or comparison of the price of items similar to the item being purchased.

Even if the cost of a purchase qualifies it as a micro-purchase, bidding or small purchase procedures may be used optionally when those procedures may result in cost savings.

Small Purchase Procedures

For purposes of this procedure, small purchase procedures are those relatively simple and informal procurement methods for securing equipment or supplies that cost more than the amount qualifying as a micro-purchase and do not cost $20,600 or more, or in the case of services other than construction, maintenance or repair on school facilities, where the total

3 cost does not exceed the $250,000 federal Simplified Acquisition Threshold at which formal competitive bidding or competitive proposals are required. Small purchase procedures cannot be used for purchases of equipment or supplies or for construction, repair or maintenance services costing $20,600 or more because the School Code requires formal competitive bidding at that level of cost.

The base amount at which bidding is required under state law for purchases of equipment, supplies and construction, maintenance or repair services on school facilities is adjusted for inflation annually, and the adjusted amount most recently determined and published in the Pennsylvania Bulletin shall apply if other than $20,600. (24 P.S. Sec. 120)

The federal Simplified Acquisition Threshold at which competitive bidding or competitive proposals are required is adjusted periodically by the federal government, and the threshold most recently established and published in the Federal Register or announced as an exception by the federal Office of Management and Budget shall apply if other than $250,000. (48 CFR Subpart 2.1, 2 CFR 200.102)

Because state law does not require competitive bidding for the purchase of services other than construction, maintenance or repairs on school facilities regardless of total cost, small purchase procedures, including a request for proposal (RFP) procedure, may be used for procurement of such other services except when the estimated total cost will be at or over the federal threshold at which formal competitive bidding or competitive proposals are required ($250,000).

If small purchase procedures are used, written or telephonic price or rate quotations are obtained from at least three (3) qualified sources and records of quotes are maintained as provided in Policy 610. (Pol. 610)

Formal Competitive Bidding

Publicly Solicited Sealed Competitive Bids:

For purchases of equipment or supplies, or of services for construction, maintenance or repairs of school facilities, sealed competitive bids are publicly solicited and awarded to the lowest responsive and responsible bidder as provided in Policy 610 when the total cost is estimated to be $20,600 or more. (Pol. 610)

Note: The amount at which formal competitive bidding or competitive proposals are required by federal regulations is much higher than the base amount at which the School Code requires competitive bidding. Therefore, the lower base amount specified by the School Code, as annually adjusted, is used to determine when bidding will be used for purchases of equipment or supplies, or for obtaining services for construction, maintenance or repairs on school facilities. (24 P.S. Sec. 120)

4 State law does not require bidding for the purchase of services other than construction, maintenance or repairs on school facilities regardless of total cost. For procurement of such other services for federally funded purposes to which the Uniform Grant Guidance applies, formal competitive bidding or competitive proposals will be used when the estimated total cost will be at or over the federal threshold of $250,000.

The federal Simplified Acquisition Threshold at which competitive bidding or competitive proposals are required is adjusted periodically by the federal government, and the threshold most recently established and published in the Federal Register or announced as an exception by the federal Office of Management and Budget shall apply if other than $250,000. (48 CFR Subpart 2.1, 2 CFR 200.102)

For procurement of services costing at or over the $250,000 federal threshold other than for construction, maintenance or repairs on school facilities, the use of competitive sealed bidding is considered feasible and appropriate when:

1. A complete, adequate, and realistic specification or purchase description is available;

2. Two (2) or more responsible bidders are willing and able to compete effectively for the business; and

3. The procurement lends itself to a firm fixed-price contract and the selection of the successful bidder can be made principally on the basis of price.

Where specified in bidding documents, factors such as discounts, transportation cost, and life cycle costs must be considered in determining which bid is lowest. Payment discounts will only be used to determine the low bid when prior experience indicates that such discounts are usually taken advantage of. Any or all bids may be rejected if there is a sound documented reason.

Competitive Proposals

State law does not require public school entities to solicit competitive bids for services other than construction, repairs or maintenance of school facilities, for which competitive bidding is required if the cost will be a base amount of $20,600 or more. State law allows competitive proposals relating to work on facilities in lieu of bidding only in the context of guaranteed energy savings contracts. Federal regulations allow the use of competitive proposals as an alternative to formal competitive bidding when conditions are not appropriate for the use of sealed bids.

In the case of services other than for construction, repairs or maintenance of school facilities costing less than that threshold, the district may use small purchase procedures or micro- purchase procedures as applicable based on total cost. A request for proposal (RFP) process can also meet or exceed the small purchase competition requirements under state law and Policy

5 610 for the acquisition of services other than for construction, repairs or maintenance of school facilities, and can be used if the total cost will be less than $250,000.

When permitted, the technique of competitive proposals is normally conducted with more than one (1) source submitting an offer, and either a fixed price or cost-reimbursement type contract is awarded. Competitors' qualifications are evaluated and the most qualified competitor is selected, subject to negotiation of fair and reasonable compensation. The district shall comply with other applicable state and federal law and regulations, Board policy and administrative regulations regarding purchasing; the district may consult with the school solicitor or other qualified counsel in determining the required process for purchasing through competitive proposals when necessary.

If this method is used, the following requirements apply:

1. Requests for proposals must be publicized and identify all evaluation factors and their relative importance. Any response to publicized requests for proposals must be considered to the maximum extent practical.

2. Proposals must be solicited from an adequate number of qualified sources.

3. Contracts must be awarded to the responsible firm whose proposal is most advantageous to the program, with price and other factors considered.

An alternative form of competitive proposal is permitted only for qualifications-based procurement of architectural and engineering services, in which price is not a selection factor and reasonable compensation is negotiated after source selection. This alternative is not permitted for procurement of other types of services.

Competitive proposals shall be evaluated by the Business Administrator based on factors including but not limited to:

1. Cost. 2. Experience of contractor. 3. Availability. 4. Personnel qualifications. 5. Financial stability. 6. Minority business, women’s business enterprise, or labor surplus area firm status. 7. Project management expertise. 8. Understanding of district needs.

Evaluations shall be completed in a timely manner, documented and shall be reviewed by the Business Administrator.

6 Contract/Price Analysis

The district performs a cost or price analysis in connection with every procurement action in excess of $250,000, including contract modifications. (2 CFR Sec. 200.323(a)).

A cost analysis generally means evaluating the separate cost elements that make up the total price, while a price analysis means evaluating the total price, without looking at the individual cost elements.

The method and degree of analysis is dependent on the facts surrounding the particular procurement situation; however, the Business Administrator must come to an independent estimate prior to receiving bids or proposals. (2 CFR Sec. 200.323(a)). As part of the analysis, the Business Administrator will enact established business practices which may include evaluation of similar prior procurements and a review process.

Negotiated Profit

In any procurement in which there has been no price competition, or in which a cost-analysis is performed, profit must be negotiated separately as an element of price. Accordingly, solicitations of bids, proposals or quotes shall require that bids, proposals or quotes be limited to costs other than profit, and exclude profit.

To establish a fair and reasonable profit, consideration is given to the complexity of the work to be performed, the risk borne by the contractor, the contractor’s investment, the amount of subcontracting, the quality of its record of past performance, and industry profit rates in the surrounding geographical area for similar work. (2 CFR Sec. 200.323(b)).

When profit must be negotiated as a separate element of the total price, it shall be negotiated by the Business Administrator.

Noncompetitive Proposals (Sole Sourcing)

Procurement by noncompetitive proposals means procurement through solicitation of a proposal from only one (1) source and may be used only when one or more of the following circumstances apply:

1. The item is available only from a single source.

2. The public exigency or emergency for the requirement will not permit a delay resulting from competitive solicitation. An emergency exists whenever the time required for the Board to act in accordance with regular procedures would endanger life or property or threaten continuance of existing school classes.

7 3. The federal awarding agency or pass-through entity expressly authorizes noncompetitive proposals in response to a written request from the district.

4. After solicitation of a number of sources, the district determines the competition is inadequate. In addition to standard procurement policy and procedures, the district will document the grounds for using the noncompetitive method in lieu of an otherwise required competitive method of procurement, which may include written confirmation from the contractor as the sole source of the item. Documentation must be submitted to and maintained by the Business Office.

All noncompetitive proposals will ultimately be approved by the Board. The district may utilize legal advice from the solicitor regarding noncompetitive proposals.

Profit must be negotiated separately for noncompetitive proposals, and a cost or price analysis will also be performed for noncompetitive proposals when the price exceeds $250,000.

Purchase Cards

The district approves the use of procurement cards for permissible purchases by designated employees to improve the efficiency of purchasing activities, reduce processing expenses, improve controls for small-dollar purchases, and streamline contractor payment.

Procurement cards may be used for purchases under federal programs. The use of procurement cards is governed by Board policy 625 Procurement Cards and established administrative regulations. (Pol. 625)

Full and Open Competition

All procurement transactions must be conducted in a manner providing full and open competition consistent with 2 CFR Sec. 200.319. In order to ensure objective contractor performance and eliminate unfair competitive advantage, contractors that develop or draft specifications, requirements, statements of work, or invitations for bids or requests for proposals must be excluded from competing for such procurements. Some of the situations considered to be restrictive of competition include but are not limited to:

1. Placing unreasonable requirements on firms in order for them to qualify to do business.

2. Requiring unnecessary experience and excessive bonding.

3. Noncompetitive pricing practices between firms or between affiliated companies.

4. Noncompetitive contracts to consultants that are on retainer contracts.

8 5. Organizational conflicts of interest.

6. Specifying only a “brand name” product instead of allowing “an equal” product to be offered and describing the performance or other relevant requirements of the procurement.

7. Any arbitrary action in the procurement process.

Minority Businesses, Women’s Business Enterprises, Labor Surplus Area Firms

The district must take necessary affirmative steps to assure that minority businesses, women’s business enterprises, and labor surplus area firms are used when possible. Affirmative steps must include: (2 CFR Sec. 200.321)

1. Placing qualified small and minority business and women’s business enterprises on solicitation lists.

2. Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources.

3. Dividing total purchasing requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises.

4. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses and women’s business enterprises.

5. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce.

6. Requiring the prime contractor, if subcontracts are let, to take the affirmative steps listed above.

Geographical Preferences Prohibited

The district must conduct procurements in a manner that prohibits the use of statutorily or administratively imposed state, local, or tribal geographical preferences in the evaluation of bids or proposals, except in those cases where applicable federal statutes expressly mandate or encourage geographic preference. When contracting for architectural and engineering (A/E) services, geographic location may be a selection criterion provided its application leaves an appropriate number of qualified firms, given the nature and size of the project, to compete for the contract.

9 Prequalified Lists

The district must ensure that all prequalified lists of persons, firms, or products which are used in acquiring goods and services are current and include enough qualified sources to ensure maximum open and free competition. Also, the district must not preclude potential bidders from qualifying during the solicitation period.

Solicitation Language

The district must ensure that all solicitations incorporate a clear and accurate description of the technical requirements for the material, product, or service to be procured. Such description must not, in competitive procurements, contain features which unduly restrict competition. The description may include a statement of the qualitative nature of the material, product or service to be procured and, when necessary, must set forth those minimum essential characteristics and standards to which it must conform if it is to satisfy its intended use. Detailed product specifications should be avoided if at all possible.

When it is impractical or uneconomical to make a clear and accurate description of the technical requirements, a “brand name or equivalent” description may be used as a means to define the performance or other salient requirements of procurement. The specific features of the named brand which must be met by offers must be clearly stated; and identify all requirements which the offerors must fulfill and all other factors to be used in evaluating bids or proposals.

Avoiding Acquisition of Unnecessary or Duplicative Items

The district must avoid the acquisition of unnecessary or duplicative items. Additionally, consideration must be given to consolidating or breaking out procurements to obtain a more economical purchase; and, where appropriate, an analysis must be made of leases versus purchase alternatives, and any other appropriate analysis to determine the most economical approach.

These considerations are given as part of the process to determine the allowability of each purchase made with federal funds. Such considerations are accessible in the procedure attached to Policy 626: Allowability of Costs – Federal Programs.

Use of Intergovernmental Agreements and Cooperative Purchasing

To foster greater economy and efficiency, the district enters into state and local intergovernmental agreements where appropriate for cooperative purchasing or use of common or shared goods and services, as permitted by the Intergovernmental Cooperation Act, the School Code and the Commonwealth Procurement Code. (Pol. 613; 53 Pa. C.S. Ch. 23; 24 P.S. 521; 62 Pa. C.S. Ch. 19)

10 When procuring supplies or services for federally funded purposes to which the Uniform Grant Guidance applies, the district shall verify that the organization conducting the procurement pursuant to such agreements complies with the applicable procurement methods, requirements and standards of the Uniform Grant Guidance as outlined in this procedure.

Use of Federal Excess and Surplus Property

The district considers the use of federal excess and surplus property in lieu of purchasing new equipment and property whenever such use is feasible and reduces project costs.

Debarment and Suspension

The district awards contracts only to responsible contractors possessing the ability to perform successfully under the terms and conditions of a proposed procurement. Consideration will be given to such matters as contractor integrity, compliance with public policy, record of past performance, and financial and technical resources.

The district may not subcontract with or award subgrants to any person or company who is debarred or suspended. For all contracts over $25,000 the district verifies that the contractor with whom the district intends to do business is not excluded or disqualified. (2 CFR Part 200, Appendix II, and 2 CFR Sec. 180.220 and 180.300).

All successful contractors must provide written certification that they have not been suspended or debarred from federal projects. The Business Administrator will be responsible for verification. Such verification may include accessing the online federal System for Award Management (SAM) to determine whether any relevant party is subject to any suspension or debarment restrictions.

Maintenance of Procurement Records

The district must maintain records sufficient to detail the history of all procurements. These records will include, but are not necessarily limited to the following: rationale for the method of procurement, selection of contract type, contractor selection or rejection, the basis for the contract price (including a cost or price analysis), and verification that the contractor is not suspended or debarred.

Maintenance of records of procurement will be governed by Board policy 800 Records Management and the district’s established records retention schedule. (Pol. 800)

Time and Materials Contracts

The district may use a time and materials type contract only: (1) after a determination that no other contract is suitable; and (2) if the contract includes a ceiling price that the contractor exceeds at its own risk. Time and materials type contract means a contract whose cost to the

11 district is the sum of: the actual costs of materials, and direct labor hours charged at fixed hourly rates that reflect wages, general and administrative expenses, and profit.

Since this formula generates an open-ended contract price, a time-and-materials contract provides no positive profit incentive to the contractor for cost control or labor efficiency. Therefore, each contract must set a ceiling price that the contractor exceeds at its own risk. Further, the district must assert a high degree of oversight in order to obtain reasonable assurance that the contractor is using efficient methods and effective cost controls.

Settlements of Issues Arising Out of Procurements

The district alone is responsible, in accordance with good administrative practice and sound business judgment, for the settlement of all contractual and administrative issues arising out of procurements. These issues include, but are not limited to, source evaluation, protests, disputes, and claims. These standards do not relieve the district of any contractual responsibilities under its contracts. Violations of law will be referred to the local, state, or federal authority having proper jurisdiction.

Protest Procedures to Resolve Dispute

The district maintains protest procedures to handle and resolve disputes relating to procurements and, in all instances, discloses information regarding the protest to the awarding agency. Protest procedures will be acted on in accordance with current state law and regulations, established district administrative regulations and the advice of the solicitor. (Pol. 610)

Food Service Program Notes:

Exemption from Bidding for Perishable Food Items -

The School Code exempts purchases of perishable food items from bidding requirements. Bidding for perishable food items is required only if the cost would be at or over the federal threshold at which formal competitive bidding is required ($250,000). Small purchase procedures may be used for purchases below $250,000, or micro-purchase procedures for purchases below $10,000. Use of bidding should be considered as an option if it is feasible and likely to result in cost savings.(24 P.S. Sec. 504(d))

Geographic Preferences -

The district is permitted to apply a geographic preference when procuring unprocessed locally grown or locally raised agricultural products. When a geographic preference is applied, the district has discretion to determine the local area to which the geographic preference option will be applied.

12 Unprocessed locally grown or locally raised agricultural products means only those agricultural products that retain their inherent character. The effects of the following food handling and preservation techniques shall not be considered as changing an agricultural product into a product of a different kind or character: cooling; refrigerating; freezing; size adjustment made by peeling, slicing, dicing, cutting, chopping, shucking, and grinding; forming ground products into patties without any additives or fillers; drying/dehydration; washing; packaging (such as placing eggs in cartons), vacuum packing and bagging (such as placing vegetables in bags or combining two (2) or more types of vegetables or fruits in a single package); the addition of ascorbic acid or other preservatives to prevent oxidation of produce; butchering livestock and poultry; cleaning fish; and the pasteurization of milk. (7 CFR Sec. 210.21, 215.14a, 220.16)

Buy American -

The district shall purchase, to the maximum extent practicable, domestic commodities or products for food service purposes. The term domestic commodity or product means: (7 CFR Sec. 210.21, 220.16)

1. An agricultural commodity that is produced in the United States; and

2. A food product that is processed in the United States substantially using agricultural commodities that are produced in the United States.

Mandatory Contract Clauses -

The following provisions shall be included in all cost reimbursable contracts for food services purchases, including contracts with cost reimbursable provisions, and in solicitation documents prepared to obtain offers for such contracts: (7 CFR Sec. 210.21, 215.14a, 220.16)

1. Allowable costs will be paid from the nonprofit school food service account to the contractor net of all discounts, rebates and other applicable credits accruing to or received by the contractor or any assignee under the contract, to the extent those credits are allocable to the allowable portion of the costs billed to the school food authority;

2. (a) The contractor must separately identify for each cost submitted for payment to the school food authority the amount of that cost that is allowable (can be paid from the nonprofit school food service account) and the amount that is unallowable (cannot be paid from the nonprofit school food service account); or

(b) The contractor must exclude all unallowable costs from its billing documents and certify that only allowable costs are submitted for payment and records have been established that maintain the visibility of unallowable costs, including directly associated

13 costs in a manner suitable for contract cost determination and verification;

3. The contractor's determination of its allowable costs must be made in compliance with the applicable departmental and program regulations and Office of Management and Budget cost circulars;

4. The contractor must identify the amount of each discount, rebate and other applicable credit on bills and invoices presented to the school food authority for payment and individually identify the amount as a discount, rebate, or in the case of other applicable credits, the nature of the credit. If approved by the state agency, the school food authority may permit the contractor to report this information on a less frequent basis than monthly, but no less frequently than annually;

5. The contractor must identify the method by which it will report discounts, rebates and other applicable credits allocable to the contract that are not reported prior to conclusion of the contract; and

6. The contractor must maintain documentation of costs and discounts, rebates and other applicable credits, and must furnish such documentation upon request to the school food authority, the state agency, or the department.

Contracts with Food Service Management Companies -

Procedures for selecting and contracting with a food service management company (FSMC) shall comply with guidance provided by the Pennsylvania Department of Education, Division of Food and Nutrition, including standard forms, procedures and timelines for solicitation, selection and approval of proposals and contracts. (7 CFR Sec. 210.16, 210.19, 210.21, 215.14a, 220.16)

Pre-Plated Meals -

Procedures for selecting and contracting with contractors of pre-plated meals shall comply with guidance provided by the Pennsylvania Department of Education, Division of Food and Nutrition, including standard forms, procedures and timelines for solicitation, selection and approval of proposals and contracts. (7 CFR Sec. 210.16, 210.19, 210.21, 220.16)

PSBA Revision 12/18

14 626. ATTACHMENT REPLACEMENT Procurement – Federal Programs

This document is intended to integrate standard district purchasing procedures with additional requirements applicable to procurements that are subject to the federal Uniform Guidance regulations, federal guidance of the Office of Management and Budget and/or U.S. Department of Agriculture (USDA) regulations governing school food service programs. The district maintains the following purchasing procedures, in accordance with federal and state laws, regulations and Board policy. (2 CFR 200.102, 200.318-200.325; 7 CFR 210.16, 210.19, 210.21, 215.14a, 220.16; 24 P.S. 120, 24 P.S. 504, 24 P.S. 508, 24 P.S. 521, 24 P.S. 607, 24 P.S. 609, 24 P.S. 751, 24 P.S. 807.1; 62 Pa. C.S.A. 4601 et seq; Pol. 610, 611, 612, 613, 808)

2020 Procurement Thresholds

PA State Quotation Threshold $11,300 Adjusted based on Consumer Price Index published in PA Bulletin (24 P.S. Sec. 120)

PA State Bid Threshold $21,000 Adjusted based on Consumer Price Index published in PA Bulletin (24 P.S. Sec. 120)

Federal Micro-Purchase Threshold $10,000 Adjusted periodically and published in Federal Register (48 CFR Subpart 2.1) or through guidance of the federal Office of Management and Budget

Federal Simplified Acquisition Threshold $250,000 Adjusted periodically and published in Federal Register (48 CFR Subpart 2.1) or through guidance of the federal Office of Management and Budget *Please review this Procurement attachment annually and update amounts accordingly

The district implements exceptions to the Micro-Purchase and Simplified Acquisition Threshold amounts announced by the federal Office of Management and Budget as part of its procurement procedures.

Responsibility for Purchasing

The Board has outlined standard district purchasing responsibility, methods of purchasing, price quotations and bid requirements in the following Board policies and their accompanying administrative regulations or procedures: Policy 610. Purchases Subject to Bid/Quotation Policy 611. Purchases Budgeted Policy 612. Purchases Not Budgeted Policy 613. Cooperative Purchasing 1 Purchase Methods

When a request for purchase of equipment, supplies or services has been submitted and approved as outlined below, the procurement method to be used will be determined based on the type of purchase and the total cost of the purchase as further outlined below. This procedure outlines how the cost thresholds for determining when the quote or formal bidding procedures that are required by state law as reflected in Policy 610 must be modified when making purchases for federally funded purposes to which the Uniform Grant Guidance or USDA regulations apply, so as to comply with both state and federal requirements. At each point where requirements for food service-related procurement under USDA regulations differ, a note will refer to the Food Service Program Notes at the end of this procedure. Final determination of which purchasing procedures are to be applied is delegated to the Business Administrator under the authority of the Board.

Standard Procurement Documents and Purchase Request Process

The district shall use purchase orders for purchase requests in accordance with the applicable purchase method.

The district shall use paper or electronic purchasing records, which are pre-numbered and are accessible to designated purchasing staff in the Business Office.

Purchase requests by an employee must be submitted to the building administrator or immediate supervisor. Purchase of all budgeted items or items approved by an administrator or supervisor must be initiated by use of a purchase order or requisition submitted to the Business Administrator.

Purchase orders and requisitions shall contain information including, but not limited to:

1. Description of the services to be performed or goods to be delivered.

2. Location of where services will be performed, or goods will be delivered.

3. Appropriate dates of service or delivery.

4. Signature of Superintendent.

Documentation on purchase orders and requisitions shall be maintained in accordance with the district’s Records Management Policy and records retention schedule. (Pol. 800)

Contracts shall be reviewed by the Business Administrator prior to submission to the Board for approval.

2 Contracts to which the Uniform Grant Guidance apply shall contain the clauses specified in Appendix II to 2 CFR Part 200 (Contract Provisions for Non-Federal Entity Contracts Under Federal Awards), when applicable.

Micro-Purchases Not Requiring Quotes or Bidding

For purposes of this procedure, micro-purchase means a purchase of equipment, supplies or services for use in federally funded programs using simplified acquisition procedures, the aggregate amount of which does not exceed a base amount of $10,000. The micro-purchase dollar threshold is adjusted periodically by the federal government, and the threshold most recently established and published in the Federal Register or announced as an exception by the federal Office of Management and Budget shall apply if other than $10,000.(48 CFR Subpart 2.1)

Note: The micro-purchase maximum for federal purposes is lower than the amount below which the School Code allows purchase for nonfederal purposes to be made without obtaining at least three (3) written or telephonic quotes or using formal competitive bidding.

The micro-purchase method is used in order to expedite the completion of its lowest dollar small purchase transactions and minimize the associated administrative burden and cost. Procurement by micro-purchase is the acquisition of equipment, supplies or services, the aggregate dollar amount of which does not exceed the micro-purchase threshold.

To the extent practicable, the district distributes micro-purchases equitably among qualified suppliers when the same or materially interchangeable products are identified and such suppliers offer effectively equivalent rates, prices and other terms. The Business Administrator will be responsible to determine the equitable distribution of micro-purchases.

Micro-purchases may be awarded without soliciting competitive quotations if the district considers the price to be reasonable. The district will maintain evidence of this reasonableness in the records of all micro-purchases. Reasonable means that sound business practices were followed and the purchase is comparable to market prices for the geographic area. Such determinations of reasonableness may include comparison of the price to previous purchases of the same item or comparison of the price of items similar to the item being purchased.

Even if the cost of a purchase qualifies it as a micro-purchase, bidding or small purchase procedures may be used optionally when those procedures may result in cost savings.

Small Purchase Procedures

For purposes of this procedure, small purchase procedures are those relatively simple and informal procurement methods for securing equipment or supplies that cost more than the amount qualifying as a micro-purchase and do not cost $21,000 or more, or in the case of services other than construction, maintenance or repair on school facilities, where the total

3 cost does not exceed the $250,000 federal Simplified Acquisition Threshold at which formal competitive bidding or competitive proposals are required. Small purchase procedures cannot be used for purchases of equipment or supplies or for construction, repair or maintenance services costing $21,000 or more because the School Code requires formal competitive bidding at that level of cost.

The base amount at which bidding is required under state law for purchases of equipment, supplies and construction, maintenance or repair services on school facilities is adjusted for inflation annually, and the adjusted amount most recently determined and published in the Pennsylvania Bulletin shall apply if other than $21,000. (24 P.S. Sec. 120)

The federal Simplified Acquisition Threshold at which competitive bidding or competitive proposals are required is adjusted periodically by the federal government, and the threshold most recently established and published in the Federal Register or announced as an exception by the federal Office of Management and Budget shall apply if other than $250,000. (48 CFR Subpart 2.1, 2 CFR 200.102)

Because state law does not require competitive bidding for the purchase of services other than construction, maintenance or repairs on school facilities regardless of total cost, small purchase procedures, including a request for proposal (RFP) procedure, may be used for procurement of such other services except when the estimated total cost will be at or over the federal threshold at which formal competitive bidding or competitive proposals are required ($250,000).

If small purchase procedures are used, written or telephonic price or rate quotations are obtained from at least three (3) qualified sources and records of quotes are maintained as provided in Policy 610. (Pol. 610)

Formal Competitive Bidding

Publicly Solicited Sealed Competitive Bids:

For purchases of equipment or supplies, or of services for construction, maintenance or repairs of school facilities, sealed competitive bids are publicly solicited and awarded to the lowest responsive and responsible bidder as provided in Policy 610 when the total cost is estimated to be $21,000 or more. (Pol. 610)

Note: The amount at which formal competitive bidding or competitive proposals are required by federal regulations is much higher than the base amount at which the School Code requires competitive bidding. Therefore, the lower base amount specified by the School Code, as annually adjusted, is used to determine when bidding will be used for purchases of equipment or supplies, or for obtaining services for construction, maintenance or repairs on school facilities. (24 P.S. Sec. 120)

4 State law does not require bidding for the purchase of services other than construction, maintenance or repairs on school facilities regardless of total cost. For procurement of such other services for federally funded purposes to which the Uniform Grant Guidance applies, formal competitive bidding or competitive proposals will be used when the estimated total cost will be at or over the federal threshold of $250,000.

The federal Simplified Acquisition Threshold at which competitive bidding or competitive proposals are required is adjusted periodically by the federal government, and the threshold most recently established and published in the Federal Register or announced as an exception by the federal Office of Management and Budget shall apply if other than $250,000. (48 CFR Subpart 2.1, 2 CFR 200.102)

For procurement of services costing at or over the $250,000 federal threshold other than for construction, maintenance or repairs on school facilities, the use of competitive sealed bidding is considered feasible and appropriate when:

1. A complete, adequate, and realistic specification or purchase description is available;

2. Two (2) or more responsible bidders are willing and able to compete effectively for the business; and

3. The procurement lends itself to a firm fixed-price contract and the selection of the successful bidder can be made principally on the basis of price.

Where specified in bidding documents, factors such as discounts, transportation cost, and life cycle costs must be considered in determining which bid is lowest. Payment discounts will only be used to determine the low bid when prior experience indicates that such discounts are usually taken advantage of. Any or all bids may be rejected if there is a sound documented reason.

Competitive Proposals

State law does not require public school entities to solicit competitive bids for services other than construction, repairs or maintenance of school facilities, for which competitive bidding is required if the cost will be a base amount of $21,000 or more. State law allows competitive proposals relating to work on facilities in lieu of bidding only in the context of guaranteed energy savings contracts. Federal regulations allow the use of competitive proposals as an alternative to formal competitive bidding when conditions are not appropriate for the use of sealed bids.

In the case of services other than for construction, repairs or maintenance of school facilities costing less than that threshold, the district may use small purchase procedures or micro- purchase procedures as applicable based on total cost. A request for proposal (RFP) process can also meet or exceed the small purchase competition requirements under state law and Policy

5 610 for the acquisition of services other than for construction, repairs or maintenance of school facilities, and can be used if the total cost will be less than $250,000.

When permitted, the technique of competitive proposals is normally conducted with more than one (1) source submitting an offer, and either a fixed price or cost-reimbursement type contract is awarded. Competitors' qualifications are evaluated and the most qualified competitor is selected, subject to negotiation of fair and reasonable compensation. The district shall comply with other applicable state and federal law and regulations, Board policy and administrative regulations regarding purchasing; the district may consult with the school solicitor or other qualified counsel in determining the required process for purchasing through competitive proposals when necessary.

If this method is used, the following requirements apply:

1. Requests for proposals must be publicized and identify all evaluation factors and their relative importance. Any response to publicized requests for proposals must be considered to the maximum extent practical.

2. Proposals must be solicited from an adequate number of qualified sources.

3. Contracts must be awarded to the responsible firm whose proposal is most advantageous to the program, with price and other factors considered.

An alternative form of competitive proposal is permitted only for qualifications-based procurement of architectural and engineering services, in which price is not a selection factor and reasonable compensation is negotiated after source selection. This alternative is not permitted for procurement of other types of services.

Competitive proposals shall be evaluated by the Business Administrator based on factors including but not limited to:

1. Cost. 2. Experience of contractor. 3. Availability. 4. Personnel qualifications. 5. Financial stability. 6. Minority business, women’s business enterprise, or labor surplus area firm status. 7. Project management expertise. 8. Understanding of district needs.

Evaluations shall be completed in a timely manner, documented and shall be reviewed by the Business Administrator.

6 Contract/Price Analysis

The district performs a cost or price analysis in connection with every procurement action in excess of $250,000, including contract modifications. (2 CFR Sec. 200.323(a)).

A cost analysis generally means evaluating the separate cost elements that make up the total price, while a price analysis means evaluating the total price, without looking at the individual cost elements.

The method and degree of analysis is dependent on the facts surrounding the particular procurement situation; however, the Business Administrator must come to an independent estimate prior to receiving bids or proposals. (2 CFR Sec. 200.323(a)). As part of the analysis, the Business Administrator will enact established business practices which may include evaluation of similar prior procurements and a review process.

Negotiated Profit

In any procurement in which there has been no price competition, or in which a cost-analysis is performed, profit must be negotiated separately as an element of price. Accordingly, solicitations of bids, proposals or quotes shall require that bids, proposals or quotes be limited to costs other than profit, and exclude profit.

To establish a fair and reasonable profit, consideration is given to the complexity of the work to be performed, the risk borne by the contractor, the contractor’s investment, the amount of subcontracting, the quality of its record of past performance, and industry profit rates in the surrounding geographical area for similar work. (2 CFR Sec. 200.323(b)).

When profit must be negotiated as a separate element of the total price, it shall be negotiated by the Business Administrator.

Noncompetitive Proposals (Sole Sourcing)

Procurement by noncompetitive proposals means procurement through solicitation of a proposal from only one (1) source and may be used only when one or more of the following circumstances apply:

1. The item is available only from a single source.

2. The public exigency or emergency for the requirement will not permit a delay resulting from competitive solicitation. An emergency exists whenever the time required for the Board to act in accordance with regular procedures would endanger life or property or threaten continuance of existing school classes.

7 3. The federal awarding agency or pass-through entity expressly authorizes noncompetitive proposals in response to a written request from the district.

4. After solicitation of a number of sources, the district determines the competition is inadequate.

In addition to standard procurement policy and procedures, the district will document the grounds for using the noncompetitive method in lieu of an otherwise required competitive method of procurement, which may include written confirmation from the contractor as the sole source of the item. Documentation must be submitted to and maintained by the Business Office.

All noncompetitive proposals will ultimately be approved by the Board. The district may utilize legal advice from the solicitor regarding noncompetitive proposals.

Profit must be negotiated separately for noncompetitive proposals, and a cost or price analysis will also be performed for noncompetitive proposals when the price exceeds $250,000.

Purchase Cards

The district approves the use of procurement cards for permissible purchases by designated employees to improve the efficiency of purchasing activities, reduce processing expenses, improve controls for small-dollar purchases, and streamline contractor payment.

Procurement cards may be used for purchases under federal programs. The use of procurement cards is governed by Board policy 625 Procurement Cards and established administrative regulations. (Pol. 625)

Full and Open Competition

All procurement transactions must be conducted in a manner providing full and open competition consistent with 2 CFR Sec. 200.319. In order to ensure objective contractor performance and eliminate unfair competitive advantage, contractors that develop or draft specifications, requirements, statements of work, or invitations for bids or requests for proposals must be excluded from competing for such procurements. Some of the situations considered to be restrictive of competition include but are not limited to:

1. Placing unreasonable requirements on firms in order for them to qualify to do business.

2. Requiring unnecessary experience and excessive bonding.

3. Noncompetitive pricing practices between firms or between affiliated companies.

4. Noncompetitive contracts to consultants that are on retainer contracts.

8 5. Organizational conflicts of interest.

6. Specifying only a “brand name” product instead of allowing “an equal” product to be offered and describing the performance or other relevant requirements of the procurement.

7. Any arbitrary action in the procurement process.

Minority Businesses, Women’s Business Enterprises, Labor Surplus Area Firms

The district must take necessary affirmative steps to assure that minority businesses, women’s business enterprises, and labor surplus area firms are used when possible. Affirmative steps must include: (2 CFR Sec. 200.321)

1. Placing qualified small and minority business and women’s business enterprises on solicitation lists.

2. Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources.

3. Dividing total purchasing requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises.

4. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses and women’s business enterprises.

5. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce.

6. Requiring the prime contractor, if subcontracts are let, to take the affirmative steps listed above.

Geographical Preferences Prohibited

The district must conduct procurements in a manner that prohibits the use of statutorily or administratively imposed state, local, or tribal geographical preferences in the evaluation of bids or proposals, except in those cases where applicable federal statutes expressly mandate or encourage geographic preference. When contracting for architectural and engineering (A/E) services, geographic location may be a selection criterion provided its application leaves an appropriate number of qualified firms, given the nature and size of the project, to compete for the contract.

9 Prequalified Lists

The district must ensure that all prequalified lists of persons, firms, or products which are used in acquiring goods and services are current and include enough qualified sources to ensure maximum open and free competition. Also, the district must not preclude potential bidders from qualifying during the solicitation period.

Solicitation Language

The district must ensure that all solicitations incorporate a clear and accurate description of the technical requirements for the material, product, or service to be procured. Such description must not, in competitive procurements, contain features which unduly restrict competition. The description may include a statement of the qualitative nature of the material, product or service to be procured and, when necessary, must set forth those minimum essential characteristics and standards to which it must conform if it is to satisfy its intended use. Detailed product specifications should be avoided if at all possible.

When it is impractical or uneconomical to make a clear and accurate description of the technical requirements, a “brand name or equivalent” description may be used as a means to define the performance or other salient requirements of procurement. The specific features of the named brand which must be met by offers must be clearly stated; and identify all requirements which the offerors must fulfill and all other factors to be used in evaluating bids or proposals.

Avoiding Acquisition of Unnecessary or Duplicative Items

The district must avoid the acquisition of unnecessary or duplicative items. Additionally, consideration must be given to consolidating or breaking out procurements to obtain a more economical purchase; and, where appropriate, an analysis must be made of leases versus purchase alternatives, and any other appropriate analysis to determine the most economical approach.

These considerations are given as part of the process to determine the allowability of each purchase made with federal funds. Such considerations are accessible in the procedure attached to Policy 626: Allowability of Costs – Federal Programs.

Use of Intergovernmental Agreements and Cooperative Purchasing

To foster greater economy and efficiency, the district enters into state and local intergovernmental agreements where appropriate for cooperative purchasing or use of common or shared goods and services, as permitted by the Intergovernmental Cooperation Act, the School Code and the Commonwealth Procurement Code. (Pol. 613; 53 Pa. C.S. Ch. 23; 24 P.S. 521; 62 Pa. C.S. Ch. 19)

10 When procuring supplies or services for federally funded purposes to which the Uniform Grant Guidance applies, the district shall verify that the organization conducting the procurement pursuant to such agreements complies with the applicable procurement methods, requirements and standards of the Uniform Grant Guidance as outlined in this procedure.

Use of Federal Excess and Surplus Property

The district considers the use of federal excess and surplus property in lieu of purchasing new equipment and property whenever such use is feasible and reduces project costs.

Debarment and Suspension

The district awards contracts only to responsible contractors possessing the ability to perform successfully under the terms and conditions of a proposed procurement. Consideration will be given to such matters as contractor integrity, compliance with public policy, record of past performance, and financial and technical resources.

The district may not subcontract with or award subgrants to any person or company who is debarred or suspended. For all contracts over $25,000 the district verifies that the contractor with whom the district intends to do business is not excluded or disqualified. (2 CFR Part 200, Appendix II, and 2 CFR Sec. 180.220 and 180.300).

All successful contractors must provide written certification that they have not been suspended or debarred from federal projects. The Business Administrator will be responsible for verification. Such verification may include accessing the online federal System for Award Management (SAM) to determine whether any relevant party is subject to any suspension or debarment restrictions.

Maintenance of Procurement Records

The district must maintain records sufficient to detail the history of all procurements. These records will include, but are not necessarily limited to the following: rationale for the method of procurement, selection of contract type, contractor selection or rejection, the basis for the contract price (including a cost or price analysis), and verification that the contractor is not suspended or debarred.

Maintenance of records of procurement will be governed by Board policy 800 Records Management and the district’s established records retention schedule. (Pol. 800)

Time and Materials Contracts

The district may use a time and materials type contract only: (1) after a determination that no other contract is suitable; and (2) if the contract includes a ceiling price that the contractor exceeds at its own risk. Time and materials type contract means a contract whose cost to the

11 district is the sum of: the actual costs of materials, and direct labor hours charged at fixed hourly rates that reflect wages, general and administrative expenses, and profit.

Since this formula generates an open-ended contract price, a time-and-materials contract provides no positive profit incentive to the contractor for cost control or labor efficiency. Therefore, each contract must set a ceiling price that the contractor exceeds at its own risk. Further, the district must assert a high degree of oversight in order to obtain reasonable assurance that the contractor is using efficient methods and effective cost controls.

Settlements of Issues Arising Out of Procurements

The district alone is responsible, in accordance with good administrative practice and sound business judgment, for the settlement of all contractual and administrative issues arising out of procurements. These issues include, but are not limited to, source evaluation, protests, disputes, and claims. These standards do not relieve the district of any contractual responsibilities under its contracts. Violations of law will be referred to the local, state, or federal authority having proper jurisdiction.

Protest Procedures to Resolve Dispute

The district maintains protest procedures to handle and resolve disputes relating to procurements and, in all instances, discloses information regarding the protest to the awarding agency. Protest procedures will be acted on in accordance with current state law and regulations, established district administrative regulations and the advice of the solicitor. (Pol. 610)

Food Service Program Notes:

Exemption from Bidding for Perishable Food Items -

The School Code exempts purchases of perishable food items from bidding requirements. Bidding for perishable food items is required only if the cost would be at or over the federal threshold at which formal competitive bidding is required ($250,000). Small purchase procedures may be used for purchases below $250,000, or micro-purchase procedures for purchases below $10,000. Use of bidding should be considered as an option if it is feasible and likely to result in cost savings.(24 P.S. Sec. 504(d))

Geographic Preferences -

The district is permitted to apply a geographic preference when procuring unprocessed locally grown or locally raised agricultural products. When a geographic preference is applied, the district has discretion to determine the local area to which the geographic preference option will be applied.

12 Unprocessed locally grown or locally raised agricultural products means only those agricultural products that retain their inherent character. The effects of the following food handling and preservation techniques shall not be considered as changing an agricultural product into a product of a different kind or character: cooling; refrigerating; freezing; size adjustment made by peeling, slicing, dicing, cutting, chopping, shucking, and grinding; forming ground products into patties without any additives or fillers; drying/dehydration; washing; packaging (such as placing eggs in cartons), vacuum packing and bagging (such as placing vegetables in bags or combining two (2) or more types of vegetables or fruits in a single package); the addition of ascorbic acid or other preservatives to prevent oxidation of produce; butchering livestock and poultry; cleaning fish; and the pasteurization of milk. (7 CFR Sec. 210.21, 215.14a, 220.16)

Buy American -

The district shall purchase, to the maximum extent practicable, domestic commodities or products for food service purposes. The term domestic commodity or product means: (7 CFR Sec. 210.21, 220.16)

1. An agricultural commodity that is produced in the United States; and

2. A food product that is processed in the United States substantially using agricultural commodities that are produced in the United States.

Mandatory Contract Clauses -

The following provisions shall be included in all cost reimbursable contracts for food services purchases, including contracts with cost reimbursable provisions, and in solicitation documents prepared to obtain offers for such contracts: (7 CFR Sec. 210.21, 215.14a, 220.16)

1. Allowable costs will be paid from the nonprofit school food service account to the contractor net of all discounts, rebates and other applicable credits accruing to or received by the contractor or any assignee under the contract, to the extent those credits are allocable to the allowable portion of the costs billed to the school food authority;

2. (a) The contractor must separately identify for each cost submitted for payment to the school food authority the amount of that cost that is allowable (can be paid from the nonprofit school food service account) and the amount that is unallowable (cannot be paid from the nonprofit school food service account); or

(b) The contractor must exclude all unallowable costs from its billing documents and certify that only allowable costs are submitted for payment and records have been established that maintain the visibility of unallowable costs, including directly associated

13 costs in a manner suitable for contract cost determination and verification;

3. The contractor's determination of its allowable costs must be made in compliance with the applicable departmental and program regulations and Office of Management and Budget cost circulars;

4. The contractor must identify the amount of each discount, rebate and other applicable credit on bills and invoices presented to the school food authority for payment and individually identify the amount as a discount, rebate, or in the case of other applicable credits, the nature of the credit. If approved by the state agency, the school food authority may permit the contractor to report this information on a less frequent basis than monthly, but no less frequently than annually;

5. The contractor must identify the method by which it will report discounts, rebates and other applicable credits allocable to the contract that are not reported prior to conclusion of the contract; and

6. The contractor must maintain documentation of costs and discounts, rebates and other applicable credits, and must furnish such documentation upon request to the school food authority, the state agency, or the department.

Contracts with Food Service Management Companies -

Procedures for selecting and contracting with a food service management company (FSMC) shall comply with guidance provided by the Pennsylvania Department of Education, Division of Food and Nutrition, including standard forms, procedures and timelines for solicitation, selection and approval of proposals and contracts. (7 CFR Sec. 210.16, 210.19, 210.21, 215.14a, 220.16)

Pre-Plated Meals -

Procedures for selecting and contracting with contractors of pre-plated meals shall comply with guidance provided by the Pennsylvania Department of Education, Division of Food and Nutrition, including standard forms, procedures and timelines for solicitation, selection and approval of proposals and contracts. (7 CFR Sec. 210.16, 210.19, 210.21, 220.16)

14 Upper Perkiomen School District REPEAL & REPLACE Policy Manual

Section 900 Community

Title Non-School Organizations/Groups/Individuals

Code 913

Status Active

Adopted April 13, 2000

Last Revised December 7, 2006

Purpose

Any requests from nonschool organizations, groups or individuals seeking to have students participate in or be informed of the opportunity to participate in nonschool-sponsored activities, awards or scholarships shall be governed by this policy.

Definitions

Nonschool organizations, groups or individuals - those entities that are not part of the school program, school-sponsored activities, or organized pursuant to the Pennsylvania School Code or Board Policy. When employees, students or Board members act on behalf of a nonschool organization or group, or on their own behalf, this policy applies to them.

Nonschool materials - any printed or written materials prepared by nonschool organizations, groups or individuals for posting or general distribution which are not prepared as a part of the curricular or approved extracurricular programs of the district. This includes such things as fliers, invitations, announcements, pamphlets, posters, Internet bulletin boards, nonschool organization web sites and the like.

Distribution - handling nonschool written materials to others on school property or during school- sponsored events; placing upon desks, tables, on or in lockers; or engaging in any other manner of delivery of nonschool written materials to others while on school property or during school functions. When e-mail, text messaging or other technological delivery is used as a means of distributing or accessing nonschool written materials via use of school equipment or while on school property or at school functions, it shall be governed by this policy.

Posting - publicly displaying nonschool written materials on school property or at school-sponsored events, including but not limited to affixing such materials to walls, doors, bulletin boards, easels, the outside of lockers, on district-sponsored web sites, through other district-owned technology and the like.

Prohibited activities and materials - activities and materials which: 1. Are libelous, defamatory, obscene, lewd, vulgar, or profane. 2. Violate federal , state or local laws.

3. Violate Board policy or district regulations.

4. Advocate the use or advertise the availability of any substance or material that may reasonably be believed to constitute a direct and substantial danger to the health or welfare of students, such as tobacco, alcohol or illegal drugs.

5. Incite violence.

6. Advocate use of force or urge violation of federal, state, or municipal law, Board policy or district regulations.

7. Interfere with or advocate interference with the rights of any individual or the orderly operation of the schools and their programs.

Authority

It is the policy of the Board that district facilities be used in accordance with the guidelines established in Board policy.[1][2][3]

The Board prohibits the use of students and staff members for advertising or promoting nonschool organizations, groups or individuals during instructional time or at school-sponsored locations or events not otherwise open to nonschool organizations, groups, or individuals.

Delegation of Responsibility

The Superintendent or designee shall be responsible for carrying out the provisions of this policy, unless otherwise specifically noted in this policy.

Guidelines

Nonschool Activities/Materials

The Board recognizes the social and educational values that may be derived from student participation in various activities sponsored by nonschool organizations, groups or individuals, but specifies that unreasonable demands on the time and energies of students and staff by such entities during school hours, or at school-sponsored activities be prevented.

Requests for student participation in nonschool organization, group or individually sponsored activities must be made in writing to the Superintendent or designee in accordance with administrative procedures, written announcements and this policy.

Activities sponsored by nonschool organizations, groups or individuals may not occur, and nonschool written materials may not be used, during instructional time or school-sponsored activities unless they are of educational value to the school program, they benefit district students or the school community, and they are factually accurate. Prohibited activities or materials may never be used. Where the nonschool entity is a for-profit entity that will benefit commercially from an activity or distribution of its material during instructional time, other factors must outweigh the commercial benefit to the nonschool entity; and the Board must approve proposals that would commercially benefit a for-profit entity.

A review of any activities or nonschool written materials under this policy shall not discriminate on the basis of content or viewpoint, except that prohibited activities or materials will be rejected, as will any activities or materials that do not comply with Board policy, administrative procedures, or written announcements relating to the proposed nonschool activity or materials.

Participating students may not leave the school district unless the Board policy for field trips has been followed or the Board has granted special permission.[4]

Fundraising

Where activities or materials otherwise comply with this policy, administrative procedures and written announcements, fundraising activities may be announced.

Directory information regarding students or staff may only be released in accordance with law and Board policy. Directory information for students or staff members will not be released to nonschool organizations, groups, or individuals that seek this information for the purpose of fundraising.

Scholarships/Awards

The Board is appreciative of the generosity of organizations that offer scholarships or awards to deserving students; but, in accepting such offers, the Board directs that established guidelines be observed.

No information, either academic or personal, shall be released from a student's record for the purpose of selecting a scholarship or award winner without the permission of the student who is eighteen (18), or the parents/guardians of a student who is younger, in accordance with the Board's policy on student records.[5]

The scholarship or award, and any pertinent restrictions, shall be approved by the Board.

All pertinent information regarding the scholarship or award shall be submitted for review by the Superintendent or designee prior to the date on which it is to be presented.

The building principal, together with a committee of staff members designated by the principal, shall be involved in the selection of the recipient of an award or scholarship, pursuant to administrative procedures adopted for this purpose and consistent with the restrictions applicable to each approved scholarship or award.

Travel Services/Foreign Trips

Solicitation and sale of travel services for foreign trips to students may be permitted with the approval of the Board.

Sellers of travel services to students must meet the following criteria: 1. Belong to an association of certified sellers of travel.

2. Provide proof of insurance.

3. Submit references.

4. Provide proof of a performance bond.

5. Include in all information provided to students and parents/guardians that use of tobacco, alcohol and controlled substances will be prohibited.

6. Include in all information provided to students and parents/guardians that the activity is being conducted by a private entity and not the District. The District will not be responsible for any actions of the private entity and for any refunds of money by the private entity.

Advertising Sponsorship

Funds received or sponsorships may be used towards our athletic and non-athletic co-curricular programs. Such funding will be approved by the Board upon recommendation of the Superintendent on a case-by-case basis.

Legal 1. 24 P.S. 510 2. 24 P.S. 775 3. Pol. 707 4. Pol. 121 5. Pol. 216 Upper Perkiomen School District REPLACEMENT No. 913 Policy Manual

Section 900 Community

Title Nonschool Organizations/Groups/Individuals

Code 913

Status Second Reading

NOTE: It is important to distinguish that Policy 913 only applies to requests from nonschool organizations, groups and individuals; in contrast, requests from students to personally distribute or post materials shall be governed by Policy 220. Student Expression/Distribution and Posting of Materials.[1]

Purpose

The Board recognizes that nonschool organizations, groups and individuals may wish to utilize the District as a means to engage the school community in activities and/or to distribute or post nonschool materials. The Board directs that requests for such utilization from nonschool organizations, groups or individuals shall be governed by this policy.

Activities or school-related information and materials from nonschool organizations, groups and individuals that are integrated with or presented as a part of the District's curriculum or an approved school event or student organization are approved and governed by Board policies related to curriculum and student activities, and are not governed by this policy.[2][3][4]

Authority

The Board recognizes that the school community may benefit from receiving information from nonschool organizations, groups and individuals, provided the distribution and posting of such information does not interfere with the educational program of the schools. The District's primary responsibility shall be to maintain a safe and orderly school environment and to protect the rights of all members of the school community.

The Board prohibits advertisement or promotion by nonschool organizations, groups or individuals during instructional time or at school-sponsored locations or activities not otherwise open to nonschool organizations, groups or individuals.[5][6]

The Board directs that the review and consideration of any activities or nonschool materials requested under this policy shall not discriminate on the basis of content or viewpoint.

Definitions

Nonschool organizations, groups or individuals shall mean those entities that are not part of the school program, school-sponsored activities, or organized pursuant to the Pennsylvania School Code or Board policy. When employees or Board members act on behalf of a nonschool organization or group, or on their own behalf, this policy applies to them. Students are governed by a separate and distinct Board policy regarding student expression and distribution and posting of materials.[1]

Nonschool materials shall mean any printed, technological or written materials prepared by nonschool organizations, groups or individuals for posting or general distribution that are not prepared as a part of the curricular or approved extracurricular programs of the District, including but not limited to, fliers, invitations, announcements, pamphlets, posters, Internet bulletin boards, nonschool organization websites and the like.

Distribution shall mean issuing nonschool materials to others on school property or during school- sponsored events; placing upon desks, tables, on or in lockers; or engaging in any other manner of delivery of nonschool materials to others while on school property or during school functions.

Posting shall mean publicly displaying nonschool materials on school property or at school-sponsored events, including but not limited to affixing such materials to walls, doors, bulletin boards, easels, the outside of lockers, on District-sponsored websites, through other District-owned technology and the like.

Prohibited activities and materials shall mean activities and materials that:

1. Violate federal, state or local laws, Board policy or District rules or regulations.

2. Are libelous, defamatory, obscene, lewd, vulgar or profane.

3. Advocate the use or advertise the availability of any substance or material that may reasonably be believed to constitute a direct and serious danger to the health or welfare of students, such as tobacco/nicotine, alcohol or illegal drugs.

4. Incite violence, advocate use of force or threaten serious harm to the school or community.

5. Are likely to or do materially or substantially interfere with the educational process, such as school activities, school work, or discipline, as well as safety and order on school property or at school functions.

6. Interfere with, or advocate interference with, the rights of any individual or the safe and orderly operation of the schools and their programs.

7. Violate written District administrative regulations or procedures on time, place and manner for posting and distribution of otherwise protected expression.

Delegation of Responsibility

The Superintendent or designee shall develop administrative regulations to implement this policy.

Guidelines

Nonschool Materials The Board requires that nonschool organizations, groups or individuals who wish to distribute or post nonschool materials on school property shall submit them to the building principal. The building principal shall inform the Superintendent or designee of requests received from nonschool organizations, groups and individuals.

If approval is granted by the building principal, the nonschool organization, group or individual shall comply with Board policy and administrative regulations, and the District's time, manner and place restrictions for distribution and posting of materials.

Materials issued by nonschool organizations, groups or individuals shall not be distributed during instructional time or school-sponsored activities.

Nonschool Activities

Activities sponsored by nonschool organizations, groups or individuals shall not occur during instructional time or school-sponsored activities.

Requests by nonschool organizations, groups or individuals to invite or promote student participation in nonschool activities shall comply with Board policy and administrative regulations on distribution and posting of materials.

Fundraising

Fundraising by nonschool organizations, groups or individuals is prohibited on school property or in the name of the school.[7]

Where activities or materials otherwise comply with this policy and administrative regulations, fundraising activities may be announced.

Directory information for students or staff members will not be released to nonschool organizations, groups or individuals that seek this information for the purpose of fundraising.[8]

Scholarships/Awards

The Board is appreciative of the generosity of organizations that offer scholarships or awards to deserving students; but, in accepting such offers, the Board directs that established criteria be observed.

No information, either academic or personal, shall be released from a student's record for the purpose of selecting a scholarship or award winner without the permission of the student who is eighteen (18), or the parents/guardians of a student who is younger, in accordance with the Board's policy on student records.[8]

The scholarship or award, and any pertinent restrictions, shall be approved by the Board.

All pertinent information regarding the scholarship or award shall be submitted for review by the Superintendent or designee prior to the date on which it is to be presented.

The building principal, together with a committee of staff members designated by the principal, shall be involved in the selection of the recipient of an award or scholarship, pursuant to procedures established for this purpose and consistent with the restrictions applicable to each approved scholarship or award. Travel Services/Foreign Trips

Solicitation and sale of travel services for foreign trips to students may be permitted with the approval of the Board.

Sellers of travel services to students must meet the following criteria: 1. Belong to an association of certified sellers of travel.

2. Provide proof of insurance.

3. Submit references.

4. Provide proof of a performance bond.

5. Include in all information provided to students and parents/guardians that use of tobacco/nicotine, alcohol and controlled substances will be prohibited.

6. Include in all information provided to students and parents/guardians that the activity is not a school-sponsored event.

Legal 1. Pol. 220 2. Pol. 105 3. Pol. 122 4. Pol. 230 5. 24 P.S. 510 6. 24 P.S. 511 7. 24 P.S. 775 8. Pol. 216 24 P.S. 779 Pol. 907 Upper Perkiomen School District Attachment D 2020-2021 School Calendar Draft 8/10/20

August 2020 February 2021 S M T W T F S Student Days Teacher Days S M T W T F S 1 August 1 5 1 2 3 4 5 6 2 3 4 5 6 7 8 24 - 27 In-Service Day 7 8 9 10 11 12 13 9 10 11 12 13 14 15 31 First Student Day 14 15 16 17 18 19 20 16 17 18 19 20 21 22 September 20 20 21 22 23 24 25 26 27 23 24 25 26 27 28 29 4, 7 Labor Day Break 28 30 31 October 22 22 March 2021 September 2020 S M T W T F S S M T W T F S November 15 18 1 2 3 4 5 6 1 2 3 4 5 3 In-Service Day 7 8 9 10 11 12 13 6 7 8 9 10 11 12 23, 24 Parent-Teacher Conferences - Schools Closed 14 15 16 17 18 19 20 13 14 15 16 17 18 19 25, 26, 27 Thanksgiving Break 21 22 23 24 25 26 27 20 21 22 23 24 25 26 December 17 17 28 29 30 31 27 28 29 30 23 Early Dismissal April 2021 October 2020 24-31 Winter Break S M T W T F S S M T W T F S January 18 19 1 2 3 1 2 3 1 Winter Break 4 5 6 7 8 9 10 4 5 6 7 8 9 10 18 Martin Luther King Day 11 12 13 14 15 16 17 11 12 13 14 15 16 17 29 In-Service Day 18 19 20 21 22 23 24 18 19 20 21 22 23 24 February 19 19 25 26 27 28 29 30 25 26 27 28 29 30 31 12 Early Dismissal May 2021 November 2020 15 President's Day S M T W T F S S M T W T F S March 23 23 1 1 2 3 4 5 6 7 19 Early Dismissal 2 3 4 5 6 7 8 8 9 10 11 12 13 14 April 19 19 9 10 11 12 13 14 15 15 16 17 18 19 20 21 1, 2, 5 Spring Break 16 17 18 19 20 21 22 22 23 24 25 26 27 28 16 Early Dismissal 23 24 25 26 27 28 29 29 30 May 19 20 30 31 December 2020 18 In-Service Day June 2021 S M T W T F S 31 Memorial Day S M T W T F S 1 2 3 4 5 June 10 11 1 2 3 4 5 6 7 8 9 10 11 12 10 Graduation 6 7 8 9 10 11 12 13 14 15 16 17 18 19 10, 11, 14 Early Dismissal 13 14 15 16 17 18 19 20 21 22 23 24 25 26 14 Last Student Day 20 21 22 23 24 25 26 27 28 29 30 31 15 In-Service Day 27 28 29 30 January 2021 Total Days 183 193 S M T W T F S 1 2 Three Hour Early Dismissal Schedule Calendar Legend 3 4 5 6 7 8 9 Elementary Schools: 8:45 a.m. - 12:40 p.m. School Closed 10 11 12 13 14 15 16 4/5 Center: 8:45 a.m. - 12:40 p.m. In-Service (Non- Student Day) 17 18 19 20 21 22 23 Middle School: 7:35 a.m. - 11:30 a.m. Three-Hour Early Dismissal 24 25 26 27 28 29 30 High School: 7:35 a.m. - 11:30 a.m. First/Last Student Day 31 Snow Make-Up Information: Three additional days Parent-Teacher Conferences are included on the calendar in June as well as two Keystone Windows - Winter: Dec 1-15; Jan 4-15; Spring: emergency snow days 4/1 (1st) and 4/5 (2nd). The May 17-28; AP Testing: May 3-14 calendar will be revised in April to reflect 180 days for PSSA Window - ELA: April 19-23; Math & Science: April 26- students April 30; Make-ups: May 3-7 Attachment E

UPPER PERKIOMEN SCHOOL DISTRICT

COVID-19 HEALTH AND SAFETY PLAN - DRAFT ​

All decision-makers should be mindful that as long as there are cases of COVID-19 in the community, there are no strategies that can completely eliminate transmission risk within a school population. The goal is to keep transmission as low as possible to safely continue school activities. All school activities must be informed by Governor Wolf’s Process to ​ ​ Reopen Pennsylvania. The administration has categorized reopening into three broad phases: red, yellow, or green. These designations signal how counties and/or regions may ​ begin easing some restrictions on school, work, congregate settings, and social interactions:

The Red Phase: Schools remain closed for in-person instruction and all instruction must be provided via remote learning, whether using digital or non-digital platforms. Provisions ​ ​ for student services such as school meal programs should continue. Large gatherings are prohibited.

The Yellow Phase and Green Phase: Schools may provide in-person instruction after developing a written Health and Safety Plan, to be approved by the local governing body (e.g. ​ ​ ​ ​ board of directors/trustees) and posted on the school entity’s publicly available website.

Based on your county’s current designation (i.e., red, yellow, green) and the best interests of your local community, indicate which type of reopening your LEA has selected by checking the appropriate box in row three of the table below. Use the remainder of the template to document your LEA’s plan to bring back students and staff, how you will communicate the type of reopening with stakeholders in your community, and the process for continued monitoring of local health data to assess implications for school operations and potential adjustments throughout the school year.

Depending upon the public health conditions in any county within the Commonwealth, there could be additional actions, orders, or guidance provided by the Pennsylvania Department of Education (PDE) and/or the Pennsylvania Department of Health (DOH) designating the county as being in the red, yellow, or green phase. Some counties may not experience a straight path from a red designation, to a yellow, and then a green designation. Instead, cycling back and forth between less restrictive to more restrictive designations may occur as public health indicators improve or worsen. This means that your school entity should account for changing conditions in your local Health and Safety Plan to ensure fluid transition from more to less restrictive conditions in each of the phase requirements as needed.

Type of Reopening Key Questions

1. How do you plan to bring students and staff back to physical school buildings, particularly if you still need social distancing in place? 2. How did you engage stakeholders in the type of re-opening your school entity selected? 3. How will you communicate your plan to your local community? 4. Once you reopen, what will the decision-making process look like to prompt a school closure or other significant modification to operations? Based on your county’s current designation and local community needs, which type of reopening has your school entity selected?

☐ Total reopen for all students and staff (but some students/families opt for distance learning out of safety/health concern).

☐ Scaffolded reopening: Some students are engaged in in-person learning, while others are distance learning (i.e., some grade levels in-person, other grade ​ levels remote learning).

☐ Blended reopening that balances in-person learning and remote learning for all students (i.e., alternating days or weeks).

X Total remote learning for all students. (Plan should reflect future action steps to be implemented and conditions that would prompt the decision as to when schools will re-open for in-person learning). With exception to students with the most complex disabilities. ​ ​ Anticipated launch date for in-person learning (i.e., start of blended, scaffolded, or total reopening):

Pandemic Coordinator/Team

Each school entity is required to identify a pandemic coordinator and/or pandemic team with defined roles and responsibilities for health and safety preparedness and response planning during the phased reopening of schools. The pandemic coordinator and team will be responsible for facilitating the local planning process, monitoring implementation of your local Health and Safety Plan, and continued monitoring of local health data to assess implications for school operations and potential adjustments to the Health and Safety Plan throughout the school year. To ensure a comprehensive plan that reflects the considerations and needs of every stakeholder in the local education community, LEAs are encouraged to establish a pandemic team to support the pandemic coordinator. Inclusion of a diverse group of stakeholders is critical to the success of planning and implementation. LEAs are highly encouraged to make extra effort to engage representatives from every stakeholder group (i.e., administrators, teachers, support staff, students, families, community health official or other partners), with a special focus on ensuring that the voices of underrepresented and historically marginalized stakeholder groups are prioritized. In the table below, identify the individual who will serve as the pandemic coordinator and the stakeholder group they represent in the row marked “Pandemic Coordinator”. For each additional pandemic team member, enter the individual’s name, stakeholder group they represent, and the specific role they will play in planning and implementation of your local Health and Safety Plan by entering one of the following under “Pandemic Team Roles and Responsibilities”:

➔ Health and Safety Plan Development: Individual will play a role in drafting the enclosed Health and Safety Plan; ​ ➔ Pandemic Crisis Response Team: Individual will play a role in within-year decision making regarding response efforts in the event of a confirmed positive ​ case or exposure among staff and students; or ➔ Both (Plan Development and Response Team): Individuals will play a role in drafting the plan and within-year decision making regarding response efforts ​ in the event of a confirmed positive case. INDIVIDUALS STAKEHOLDER GROUP REPRESENTED TEAM ROLES AND RESPONSIBILITIES

Allyn J. Roche Central Office Administration Task Force Coordinator

Andrea J. Farina Central Office Administration Pandemic Coordinator, Task Force Member, Work Group Liaison Leader and Work Group Leader

Sandy Kassel Business Office Administrator Task Force Member, Work Group Liaison Leader and Work Group Leader

Doug Kenwood Facilities Director Task Force Member, Work Group Liaison Leader and Work Group Leader

Allison Stephens Elementary Principal Task Force Member, Work Group Leader and Work Group Member

Rob Carpenter Secondary Principal Task Force Member, and Work Group Leader

Abby Mackey Professional Staff - Elementary Teacher Task Force Member and Work Group Member

Christian Fowkes Professional Staff - Secondary Teacher Task Force Member and Work Group Member

Jim Roth Technology Director Task Force Member, Work Group Liaison Leader and Work Group Leader

Paula Germinario Food Service Director Task Force Member and Work Group Leader

Carol Giblin Special Education Assistant Director Task Force Member and Work Group Leader

Jenn Malone Transportation Coordinator Task Force Member, and Work Group Leader

Kimberly Bast Director of Curriculum & Instruction Task Force Member, Work Group Liaison Leader and Work Group Leader

Georgie Fisher Director of Human Resources Task Force Member, Work Group Liaison Leader and Work Group Leader

Robert LaSalle Professional Staff - UPEA President Task Force Member

Phil Detwiler Professional Staff - UPEA Vice President Task Force Member Key Strategies, Policies, and Procedures

Once your LEA has determined the type of reopening that is best for your local community and established a pandemic coordinator and/or pandemic team, use the action plan templates on the following pages to create a thorough plan for each of the requirements outlined in the Pennsylvania Department of Education’s Preliminary Guidance for Phased Reopening of PreK-12 Schools.

For each domain of the Health and Safety Plan, draft a detailed summary describing the key strategies, policies, and procedures your LEA will employ to satisfy the requirements of the domain. The domain summary will serve as the public-facing description of the efforts your LEA will take to ensure health and safety of every stakeholder in your local education community. Thus, the summary should be focused on the key information that staff, students, and families will require to clearly understand your local plan for the phased reopening of schools. You can use the key questions to guide your domain summary.

For each requirement within each domain, document the following:

➔ Action Steps under Yellow Phase: Identify the discrete action steps required to prepare for and implement the requirement under the guidelines outlined ​ for counties in yellow. List the discrete action steps for each requirement in sequential order. ➔ Action Steps under Green Phase: Identify the specific adjustments the LEA or school will make to the requirement during the time period the county is ​ designated as green. If implementation of the requirement will be the same regardless of county designation, then type “same as Yellow” in this cell. ➔ Lead Individual and Position: List the person(s) responsible for ensuring the action steps are fully planned and the system is prepared for effective ​ implementation. ➔ Materials, Resources, and/or Supports Needed: List any materials, resources, or support required to implement the requirement. ​ ➔ Professional Development (PD) Required: In order to implement this requirement effectively, will staff, students, families, or other stakeholders require ​ professional development?

In the following tables, an asterisk (*) denotes a mandatory element of the plan. All other requirements are highly encouraged to the extent possible. Cleaning, Sanitizing, Disinfecting and Ventilation

Key Questions

➔ How will you ensure the building is cleaned and ready to safely welcome staff and students? ➔ How often will you implement cleaning, sanitation, disinfecting, and ventilation protocols/procedures to maintain staff and student safety? ➔ What protocols will you put in place to clean and disinfect throughout an individual school day? ➔ Which stakeholders will be trained on cleaning, sanitizing, disinfecting, and ventilation protocols? When and how will the training be provided? How will preparedness to implement as a result of the training be measured?

Summary of Responses to Key Questions:

MATERIAL, PD ACTION STEPS UNDER ACTION STEPS UNDER LEAD INDIVIDUALS RESOURCES, AND REQUIREMENTS REQUIRED YELLOW PHASE GREEN PHASE AND POSITION OR SUPPORTS Y/N NEEDED *Cleaning, sanitizing, Increased use of PPE Increased use of PPE Doug Kenwood PPE YES disinfecting, and ventilating required (masks, gloves, required (masks, gloves, Director of Facilities learning spaces, surfaces, eye protection) eye protection) and Operations Disinfectant Chemicals Facilities & and any other areas used (EPA List N) Custodial by students (i.e., restrooms, All high touch surfaces will be All high touch surfaces will be Staff August drinking fountains, hallways, cleaned and disinfected cleaned and disinfected Hand Sanitizer Training to and transportation) regularly, including door regularly, including door Include: handles, sink handles, light handles, sink handles, light Electrostatic Sprayers switches, handrails, switches, handrails, PPE Use playground equipment, and playground equipment, and CDC’s Guidance for student desks. These tasks student desks. These tasks Cleaning & Disinfecting SDS Review will be completed on a rotation will be completed on a rotation Schools by custodial staff. by custodial staff. Sanitizing Techniques Buses will be disinfected Buses will be disinfected between runs. Spray sanitizer between runs. Spray sanitizer Chemical will be utilized weekly. will be utilized weekly. Safety

High use areas such as High use areas such as restrooms, cafeterias, locker restrooms, cafeterias, locker rooms, nurse’s suites, and rooms, nurse’s suites, and athletic storage rooms will be athletic storage rooms will be disinfected weekly via disinfected weekly via electrostatic spraying. Isolation electrostatic spraying. Isolation rooms will be disinfected after rooms will be disinfected after each occupant departs. each occupant departs.

Classrooms will have Classrooms will have disinfecting supplies available disinfecting supplies available for teacher use. for teacher use.

Hand sanitizer will be available Hand sanitizer will be available in all classrooms (without in all classrooms (without handwashing sinks) and handwashing sinks) and strategic locations throughout strategic locations throughout each building. each building. Other cleaning, sanitizing, Steps will be taken to limit Steps will be taken to limit Doug Kenwood NO disinfecting, and ventilation the use of communal the use of communal Director of Facilities practices drinking fountains. Students drinking fountains. Students and Operations and staff will be encouraged to and staff will be encouraged to bring a labeled water bottle to bring a labeled water bottle to Building school. school. Administration

Classrooms and common Classrooms and common Mo Zavadel areas will be ventilated when areas will be ventilated when Allie Stephens available/possible using available/possible using Art Vigilante windows. windows. Chris Siegfried Rob Carpenter HVAC system run times will be HVAC system run times will be extended to facilitate air extended to facilitate air exchanges. Humidity levels exchanges. Humidity levels will be maintained between will be maintained between 40% - 60%. HVAC outside air 40% - 60%. HVAC outside air dampers will be checked to dampers will be checked to ensure proper operation. ensure proper operation. Social Distancing and Other Safety Protocols

Key Questions ➔ How will classrooms/learning spaces be organized to mitigate spread? Student desk configuration will allow for six feet distance between students, with the ​ teacher desk also 6 feet from students. Rooms have been emptied of other materials to make more room for movement and distancing.

➔ How will you group students with staff to limit the number of individuals who come into contact with each other throughout the school day? Patterns and procedures for entering and exiting the building will be developed and shared. Schedules for student movement to and from restrooms and other areas will be developed, taught, and enforced through signage in buildings.

➔ What policies and procedures will govern use of other communal spaces within the school building? We will follow CDC and Montgomery County policies, procedures, and recommendations for communal spaces, ensuring 6 feet distancing as mandated.

➔ How will you utilize outdoor space to help meet social distancing needs? Outside spaces will be utilized as needed to allow for distancing with communal activities.

➔ What hygiene routines will be implemented throughout the school day? Handwashing and hand sanitization will be mandated and enforced throughout the day for students. Best practices for coughing, sneezing, and other symptoms will be demonstrated and encouraged.

➔ How will you adjust student transportation to meet social distancing requirements? Bus rosters will be maximized at 2 students per seat and no students in the first two rows to provide adequate social distance between students and the bus driver

➔ What visitor and volunteer policies will you implement to mitigate spread? In yellow and green phases, visitors will be prohibited or limited based on needs of students in the building. Symptom checks will be conducted before any visitors can enter the building.

➔ Will any of these social distancing and other safety protocols differ based on age and/or grade ranges? Only if CDC and Montgomery County institute such differences. Certainly the way we teach, model, reinforce, and enforce will differ based on age/grade range.

➔ Which stakeholders will be trained on social distancing and other safety protocols? When and how will the training be provided? How will preparedness to implement as a result of the training be measured? All staff will receive professional training/development on the UPSD safety plan and all necessary information to ensure proper implementation of social distancing and safety protocols. The training will take place prior to students re-entering the building, virtually if necessary or face to face in appropriate group sizes to model the expectations. Students and families will also receive training and direction prior to students re-entering buildings. Videos will be made available on our website. Summary of Responses to Key Questions:

MATERIAL, LEAD PD ACTION STEPS UNDER ACTION STEPS UNDER RESOURCES, AND REQUIREMENTS INDIVIDUALS REQUIRED YELLOW PHASE GREEN PHASE OR SUPPORTS AND POSITION Y/N NEEDED * Classroom/ Position desks and work areas in learning space staggered rows facing the same For elementary school buildings, Building Signage in hallways, YES occupancy that direction using social distancing, when students should be at least an arm’s Principals: classrooms, other As a part of allows for 6 feet of feasible. length away from other students and common areas. sharing the separation among staff- Teacher says “arms length”. Mo Zavadel Health and students and staff Use rows all facing the same direction Students are taught to respond. Allie Stephens Training for students Safety plan, throughout the for seating configurations of desks Art Vigilante on how to administration day, to the and work areas, when feasible. If not Chris Siegfried consistently keep will share the maximum extent feasible, staggered or diagonal Rob Carpenter the specified procedures feasible seating at shared tables to avoid distance. for keeping Teachers, Task “across the table” seating. students force members distant.

* Restricting the use Run staggered/modified different of cafeterias and lunch schedules in order to Paula Additional Cafeteria YES other congregate accommodate less students in the Germinario Tables- with settings, and cafeteria at once. Same as yellow Director of Food appropriate social Food serving meals in Services distancing, tables Services Staff alternate settings Consider the following scenarios at all that normally seat Training to Building 12 students can now Include: such as buildings: Use of lockers is not recommended Administration: only seat 3. classrooms ● Must maintain 6 feet in in order to limit congregations of between students as masks students. Students will be allowed Mo Zavadel will be off. PPE to carry backpacks throughout the Allie Stephens PPE Use ● Lunch in classrooms (if lunch day. Art Vigilante is in classrooms need to Disinfectant Chris Siegfried SDS Review consider reduction in Chemicals Rob Carpenter necessary cafeteria cleaning (EPA List N) Sanitizing procedures, student allergies, Techniques teacher prep time) Hand Sanitizer in serving line and also ● Lunch in cafeteria in addition in cafeteria/seating to alternate settings (ie. LGI at area Chemical Marlborough or auditorium at Safety 4th and 5th Grade Center)- Floor for this option need additional markers/dots/arrows Proper use of tables and additional through the serving roster cafeteria/ recess aides line and into the Procedures ● All eating areas will need to cafeteria for social for social be cleaned and sanitized in distancing. distancing of between groups. students in ● Bottled water will be provided Markers on the serving in eating areas. seats/tables as to line. ● Condense menu and package which seats are all items possible to reduce available to sit in (or what students are not) to ensure social touching/picking up, and to distancing. keep line moving. No self serve items. Protection for ● Installing a basic pre-ordering cashier/area (even if system (obtaining meal using roster). counts ahead of time) for meals. Materials to ● Before and after meals, teach package/cover and reinforce handwashing foods/utensils. with soap and water for at least 20 seconds and/or the Additional carts if safe use of hand sanitizer that doing meal delivery contains at least 60% alcohol to areas other then by staff and students the cafeteria

Encourage students to bring their own lunches if at all possible.

Use of lockers is not recommended in order to limit congregations of students. Students will be allowed to carry their backpacks throughout the day. * Hygiene practices Ensure the availability of appropriate (Same as Yellow) Disinfectant for students and supplies to support healthy hygiene Building Wipes/classroom YES staff including the behaviors (e.g., soap, hand sanitizer, Administration As a part of manner and paper towels, disinfectant wipes, and Touch free hand sharing the frequency of tissues) and strategically place Mo Zavadel Sanitizer/classroom Health and hand-washing and supplies in areas where they may be Allie Stephens Safety plan, other best frequently used. Art Vigilante administration practices Chris Siegfried will share and Built in routines for hand hygiene in Rob Carpenter apply the the daily school schedule for all procedures students and staff, including Task force for keeping handwashing and sanitation breaks members students during or between classroom distant. activities.

Teach and reinforce handwashing with soap and water for at least 20 seconds and/or the safe use of hand sanitizer that contains at least 60% alcohol by staff and students

Reinforce handwashing during key times including but not limited to: arrival and dismissal; before, during, and after preparing or eating food; after using the bathroom; after blowing one’s nose, coughing, or sneezing; after touching objects with bare hands that have been handled by other people

Disinfectant wipes will be available in each classroom Hand Sanitizer/classroom- no contact dispensers are helpful

Prop open trash can lids so that they don’t need to be pushed open. Prop open classroom doors to minimize high-touch surfaces.

Encourage students to bring multiple masks (one to wear and one just-in-case) * Posting signs, in TVs in lobbies and classrooms will be highly visible used to promote health and safety. (Same as Yellow) Director of YES locations, that Facilities, promote everyday Morning announcements will include Custodial staff, protective health and safety reminders. Principal and measures, and admin how to stop the Department of Health signage will be assistants, spread of germs posted in buildings and on websites to teachers promote protective measures and symptoms. * Identifying and Agency/Provider restricting Non-essential visitors and volunteer Visits are by appointment or Building Protocol Packet will NO non-essential are restricted invitation only. Administration: be provided which visitors and outlines all; Just written volunteers Parent meetings are held over zoom Face to face parent meetings are Mo Zavadel expectations for procedures permitted but parents will be Allie Stephens working in building, required to wear masks. Art Vigilante observing and/or Chris Siegfried communicating with Rob Carpenter staff or students Outside Agency Supports and Outside Agency Supports and Assistant Service Providers (PTS, MCIU, Service Providers (PTS, MCIU, Director of PATTAN etc.) will be permitted, but PATTAN etc.) will be permitted, but Special will be screened prior to entrance will be screened prior to entrance Education: Carol Giblin Require all Agency Supports and Require all Agency Supports and Supervisor of Service Providers to comply with all Service Providers to comply with all Special screening and monitoring. screening and monitoring. Education: Amy Coyle Require all Agency Supports and Require all Agency Supports and Service Providers to log in the event Service Providers to log in the event contact tracing is required. contact tracing is required.

Student teachers are permitted and Student teachers are permitted and must comply with all employee must comply with all employee screening protocols daily. Observation screening protocols daily. hours and partial placements will not Observation hours and partial be approved to reduce spread of placements will not be approved to infection. reduce spread of infection.

Continue use of electronic signatures whenever possible. * Handling sporting activities for recess The UPSD Athletic Health and Safety The UPSD Athletic Health and Athletic PPE YES and physical Plan was board approved June 25, Safety Plan was board approved Director: Bobby 2020, and can be accessed, here. June 25, 2020, and can be Kurzweg Written Procedures For staff education classes ​ ​ consistent with the accessed, here. involved with CDC THe UPSD Marching Band Health and Building recess, Considerations for Safety Plan was board approved July THe UPSD Marching Band Health Administration: sports, PE 13, 2020, and can be accessed, here. and Safety Plan was board class, and Youth Sports ​ ​ approved July 13, 2020, and can be Mo Zavadel other related Deploy a PE curriculum that does not accessed here. Allie Stephens activities. require equipment. Art Vigilante Outdoor recess permitted with Chris Siegfried Outdoor recess permitted with access access to equipment. Handwashing Rob Carpenter to equipment. Handwashing practices practices will be reinforced before will be reinforced before and after and after recess. Band Director: recess. Kiersten Hildebrand Ensure adequate supplies to minimize Limiting the sharing of sharing of high-touch materials to the (Same as Yellow) The Curriculum PPE YES materials among extent possible (e.g., by dedicating & Instruction students supplies or equipment to individual team will work Written Procedures For students students) or limit the use of supplies to provide and staff and equipment to one small individual classroom cohort group at a time, student allowing for time to clean and disinfect resources between use. where possible.

Sharing electronic devices, books, Custodial staff toys, and other games or learning aids and Building will be avoided, and if used, cleaning Principal will between use will be utilized. work to clean and enforce Students will be asked to keep sanitization personal items in individually labeled procedures and cubbies, containers, desks, or lockers safeguards. Mo Zavadel Limitation of activities in classrooms Allie Stephens that do not support social distancing Art Vigilante Chris Siegfried Consider elementary libraries in Rob Carpenter classrooms with books to be checked out in a cart- each book is sanitized. Task force members Use of visual aids to illustrate (Same as Yellow) Staggering the use of appropriate spacing and traffic flow Building NO communal spaces and throughout the school building (e.g., Principals: hallways designating hallways or entrances as one-way and posting directional Mo Zavadel reminders on the walls and/or floor). Allie Stephens Art Vigilante Utilize visual cues, signage, and Chris Siegfried barriers to direct traffic flow and Rob Carpenter demonstrate social distancing. Use staff, where possible, to Task force supervise hallways and ensure that members students are not gathering in the bathrooms. Explore the option of electronic passes to minimize the use of papers and other shared passes.

Middle school can dismiss classes by teams to minimize the number of students in the hall at a time. Parent Adjusting Staff monitor arrival and dismissal to (Same as Yellow) Jen Malone, transportation NO transportation curtail congregating and ensure Transportation survey will be issued schedules and students go straight from vehicle to Director July 3 through July practices to create their classroom, and vice versa. 17th with details social distance Building about transportation between students Arrival/Dismissal time extensions to Principals, protocols and opt allow for additional parent teachers, and out options if drop-offs/pick-ups. task force parents prefer to members will drive their children Students enter buildings from multiple enforce in to/from school. doors to ensure distrancing buildings. Explore dismissal procedures at secondary schools: ● staggered dismissal times for walkers, parent pick-up, student drivers, buses ● separate bus waves or call buses by numbers (several at a time) to minimize the number of students in the halls at the same time. Systematic review and evaluation Limiting the number of classroom capacity with the goal of (Same as Yellow) Director of NO individuals in creating as much space between Facilities and classrooms and other people as possible reveals in most Operations: learning spaces, and instructional rooms 4.5-5 feet of Doug Kenwood interactions between distance can be provided between groups of students students, but that it is not always Assistant feasible to have 6 feet of social Superintendent: distancing in labs or special/elective Andrea J. course environments. Six feet of Farina distance is achievable if class sizes Building are between 15-17 students per Administration: classroom. Mo Zavadel Allie Stephens All desks to face in the same direction Art Vigilante (rather than facing each other). Chris Siegfried Rob Carpenter Once finalized, the district will share (Same as yellow) Superintendent: Coordinating with local the schedule details with all area child Allyn Roche NO childcare regarding on care entities within the school district. Assistant site care, Superintendent: transportation protocol Andrea J. changes and, when Farina possible, revised hours of operation or modified school-year calendars Social distancing floor/seating (Same as yellow) Director of Other social distancing markings in waiting and reception Facilities and NO and safety practices areas. Operations: Doug Kenwood Use of visual aids to illustrate appropriate spacing and traffic flow Assistant throughout the school building (e.g., Superintendent: designating hallways or entrances as Andrea J. Farina one-way and posting directional reminders on the walls and/or floor). Building Administration: Physical barriers such as plexiglass Mo Zavadel for protection at reception desks or Allie Stephens other similar areas. Art Vigilante Chris Siegfried Use of media, posters, and other Rob Carpenter tactics to promote health etiquette expectations in highly visible locations.

Seating charts will be maintained for the cafeteria, buses, classrooms and other pertinent areas throughout the building.

Monitoring Student and Staff Health

Key Questions

1. How will you monitor students, staff and others who interact with each other to ensure they are healthy and not exhibiting signs of illness? Students and all staff will be provided instruction and information on the symptoms associated with Covid-19 and the procedure should they experience these symptoms. If a student or staff member becomes ill at school, the nurse will utilize the Covid-19 symptoms checklist and refer them to be seen by a doctor if necessary. If a student or staff member becomes ill at home, they should stay home and seek a doctor if symptoms persist.

2. Where will the monitoring take place? Monitoring can be done individually prior to arrival to school, using the CDC symptom checker, which must be submitted prior to arrival. Everyone will be educated on what to look for and what to do if they suspect Covid-19. An emphasis on being cautious is very important. If unsure, then treat it as though it is Covid-19.

3. When and how frequently will the monitoring take place? Self-Monitoring for staff, students, and service providers will occur daily prior to arrival at school and nurses will continuously monitor staff, students, and service providers throughout the school day.

4. What is the policy for quarantine or isolation if a staff, student, or other member of the school community becomes ill or has been exposed to an individual confirmed positive for COVID-19? A separate room will be set-up for the quarantine of anyone who becomes ill with Covid-19 like symptoms during the school day. This room will have clear signage so that it is easily identifiable by students and staff. There will be strict limitations on entry and exit in the quarantine area will be enforced and anyone who enters must be wearing PPE to reduce the possibility of virus transfer. 5. What conditions will a staff or student confirmed to have COVID-19 need to meet to safely return to school? CDC guidelines, but symptoms must be resolved, and a negative Covid-19 test must be provided to the nursing office.

6. Which staff will be responsible for making decisions regarding quarantine or isolation requirements of staff or students? The school nurse and anyone whom she designates to assist her. The nurse may ask administration to assist. A designated staff member can be utilized to monitor/supervise students in quarantine until parent(s) arrive for pick-up.

7. When and how will families be notified of confirmed staff or student illness or exposure and resulting changes to the local Health and Safety Plan? Families will be encouraged to share possible exposure and/or illness with the school nurse. If the nurse suspects that a student is ill or is told by the student that he/she has been exposed, the nurse will assess that student. Once the student has been assessed, the nurse will contact the student’s family and inform them of suspected illness/exposure and let them know that a referral is being sent home with the student for the student to be seen by a doctor. Once the parent has been contacted, the nurse will then contact an administrator and inform them of the situation.

8. Which stakeholders will be trained on protocols for monitoring student and staff health? The school nurse and anyone the nurse designates to assist with monitoring students and/or staff. All staff and students will be educated on the signs and symptoms of COVID-19 as well as the protocols that will be utilized with a presumed positive or positive case of the virus.

9. When and how will the training be provided? The school nurse will provide the training of the designated staff. The nurse can find informational videos or can present the teaching in person once it is determined who the assisting staff will be.

10. How will preparedness to implement as a result of the training be measured? Immediate feedback will be utilized by the nurse to gage readiness.

Summary of Responses to Key Questions:

MATERIAL, LEAD ACTION STEPS UNDER ACTION STEPS UNDER RESOURCES, AND PD REQUIRED REQUIREMENTS INDIVIDUALS & YELLOW PHASE GREEN PHASE OR SUPPORTS Y/N POSITION NEEDED

* Monitoring students Staff and Student Staff and Student Assistant Self-Reporting System YES and staff for self-monitoring (temperature self-monitoring (temperature Superintendent: symptoms and and symptom screening) and and symptom screening) and Andrea J. Farina Skylert for Notification Training for: history of exposure checks for history of exposure checks for history of exposure completed at home by parents/ completed at home by parents/ Building On-line training Use of caregivers and staff members caregivers and staff members Administration: resources regarding self-monitoring before use of school before use of school Mo Zavadel signs and symptoms system transportation and arriving at transportation and arriving at Allie Stephens school. school. Art Vigilante Thermometers Sign and Chris Siegfried Symptoms of Common symptoms assessed School nurses will monitor staff Rob Carpenter COVID-19 for include: Fever or chills, and students in the building. cough, shortness of breath or Certified and Staff difficulty breathing, fatigue, Common symptoms assessed Nurses muscle or body aches, for include: Fever or chills, headache, new loss of taste or cough, shortness of breath or smell, sore throat, congestion or difficulty breathing, fatigue, runny nose, nausea or vomiting, muscle or body aches, diarrhea headache, new loss of taste or smell, sore throat, congestion or School nurses will monitor staff runny nose, nausea or vomiting, and students in the building. diarrhea Student health assessment will include questions similar to : A communication system for CDC symptoms checker families self-reporting of symptoms and notification of A communication system for exposures and closures. families self-reporting of symptoms and notification of Absenteeism will be monitored exposures and closures. to identify any trends in student and staff absences due to Absenteeism will be monitored illness. to identify any trends in student and staff absences due to Parents are required to keep illness. sick children home if they are sick. Parents are required to keep sick children home if they are Staff is required to stay at home sick. if they are sick.

Staff is required to stay at home Flexible attendance policies for if they are sick. students and staff: Flexible attendance policies should be Flexible attendance policies for considered for students, students and staff: Flexible teachers and staff with: (1) attendance policies should be signs of symptoms or confirmed considered for students, illness, (2) household members teachers and staff with: (1) with a positive test, or (3) signs of symptoms or confirmed households with high-risk illness, (2) household members caregivers or siblings. with a positive test, or (3) households with high-risk Flexible tardy policies for caregivers or siblings. students and staff to allow for self and school monitoring as Flexible tardy policies for well as to allow for students and staff to allow for transportation delays. self and school monitoring as well as to allow for transportation delays.

* Isolating or Immediate separation of staff Immediate separation of staff Assistant Document Procedures YES quarantining and students with COVID-19 and students with COVID-19 Superintendent: students, staff, or symptoms such as fever, symptoms such as fever, Andrea J. Farina Adjustments to the visitors if they cough, or shortness of breath) cough, or shortness of breath) building room become sick or at school. at school. Building assignment to allow for demonstrate a Administration: an isolation areas history of exposure Identified isolation room or area Identified isolation room or area Mo Zavadel to separate anyone who to separate anyone who Allie Stephens Separate exit for exhibits COVID-19 like exhibits COVID-19 like Art Vigilante presumptive positive symptoms in each building. symptoms in each building. Chris Siegfried student/staff Areas used by a sick person will Areas used by a sick person will Rob Carpenter be closed off and not used be closed off and not used The Montgomery before cleaning and disinfection before cleaning and disinfection Certified and Staff County Office of Public occurs. occurs. Nurses Health’s COVID-19 School Exclusion Staff and Students who are sick Staff and Students who are sick Requirements will be sent home or to a will be sent home or to a healthcare facility depending on healthcare facility depending on how severe their symptoms are how severe their symptoms are and follow the exclusion and follow the exclusion guidelines set forth by the guidelines set forth by the district as recommended by the district as recommended by the department of health. department of health.

Parent pick-up of a sick student Parent pick-up of a sick student should occur within 30 to 45 should occur within 30 to 45 minutes of the school request. minutes of the school request.

Communication and removal of Communication and removal of staff and students who are staff and students who are identified as household contact identified as household contact or close contact to a confirmed or close contact to a confirmed case. case.

The nursing suite will also be The nursing suite will also be equipped with barriers between equipped with barriers between cots to enhance social cots to enhance social distancing. distancing.

Routine visits to the nurse suite Routine visits to the nurse suite will be scheduled to ensure will be scheduled to ensure social distancing and reduce social distancing and reduce foot traffic. foot traffic.

Classrooms will be supplied Classrooms will be supplied with nursing kits inclusive of with nursing kits inclusive of simple first aid supplies. simple first aid supplies.

Mobile nurse visits will be Mobile nurse visits will be utilized when possible. utilized when possible.

* Returning isolated or The district will follow the The district will follow the Assistant Documented YES quarantined staff, Montgomery County Health and Montgomery County Health and Superintendent: Procedures students, or visitors Human Services COVID-19 Human Services COVID-19 Andrea J. Farina to school Exclusion Requirements for the Exclusion Requirements for the return of staff and students to return of staff and students to Building school. school. Administration: Mo Zavadel Allie Stephens Art Vigilante Chris Siegfried Rob Carpenter

Certified and Staff Nurses

Notifying staff, families, Consult with the Montgomery (Same as Yellow) Assistant Document Procedures YES and the public of school County Department of Health Superintendent: Training will closures and on decisions impacting the Andrea J. Farina Standardized need to be within-school-year closure of classrooms, Building Communication Plan provided on changes in safety school(s), and the district. Administration: protocols and protocols Mo Zavadel District Website the notification Close a classroom, school, Allie Stephens process and/or district ONLY IF the Art Vigilante Skyward: Skylert Montgomery County Health Chris Siegfried Department indicates the Rob Carpenter District email system necessity to do so. Certified and Staff Use strategies similar to those Nurses used with measles, pertussis, and other infectious diseases that keep classrooms, schools, and districts open, in the event of a confirmed case of COVID 19. For example, for the 14-day period following such a diagnosis, increase the education on signs and symptoms, increased monitoring of hygiene, increased use of masks, increased enforcement of social distancing. The District will collaborate with (Same as Yellow) Assistant NO Other monitoring and the Montgomery County Office Superintendent: screening practices of Public Health to provide Andrea J. Farina contract tracing and any mandated isolations or Building quarantines, in the event of a Administration: confirmed case. Mo Zavadel Allie Stephens The District will limit the public Art Vigilante release of COVID 19-impacted Chris Siegfried student and staff names and Rob Carpenter coordinate with the Montgomery County Office of Public Health Certified and Staff specific to the public release of Nurses such protected information.

Other Considerations for Students and Staff

Key Questions

➔ How will you determine which staff are willing/able to return? Teachers will receive their assignment letters and notify the district if there is a documented ​ reason for not returning to work. How will you accommodate staff who are unable or uncomfortable to return? Our Human Resources department will work with employees to find appropriate placement if possible.

➔ How will you determine which students are willing/able to return? A parent survey was conducted, along with a parent declaration to identify which students would like to learn via virtual learning vs. in the physical school building when that opportunity arises. Phone calls to families of children with complex needs will be conducted, along with IEP meetings to determine best placements for students. How will you accommodate students who are unable or uncomfortable to return? We will offer virtual instruction. On July 28, 2020 the UPSD School Board approved our plan to begin the School Year Fully Virtual, through at least November 20, 2020.

➔ What is the local policy/procedure regarding face coverings for staff? We are following Montgomery County Guidance for face coverings in school by staff, which at this time (7/30/20) indicate that masks must be worn in hallways, on busses, and common areas where 6 feet cannot be maintained. What is the policy/procedure for students? We are following Montgomery County Guidance for face coverings in school by students, which at this time (7/30/20) indicate that masks must be worn in hallways, on busses, and common areas where 6 feet cannot be maintained. ➔ What special protocols will you implement to protect students and staff at higher risk for severe illness? School based teams will work with families reviewing current plans (Individual Healthcare Plan, 504, Individual Education Plan) to revise, make modifications and/or accommodations for students with special health care needs or students at higher risk for illness.

➔ How will you address staff who are ill, or who have family members who have become ill? Any staff member that tests positive or has a close family contact that tests positive for COVID-19, will be required to adhere to the exclusion criteria.

➔ How will you ensure enough substitute teachers are prepared in the event of staff illness? We are working to ensure we have consistent building substitutes for each school building. We are also considering a guest teacher program to increase our substitute pool.

➔ How will the LEA strategically deploy instructional and non-instructional staff to ensure all students have access to quality learning opportunities, as well as support for social emotional wellness at school and at home? Instructional and non-instructional staff will be deployed with job specific responsibilities to best support students in the virtual classroom and when students return to school. We are devoting resources to ensure time for students to connect with teachers and peers, as well as to attend to the emotional well being of all of our students.

Summary of Responses to Key Questions:

MATERIAL, LEAD RESOURCES, ACTION STEPS UNDER ACTION STEPS UNDER PD REQUIRED REQUIREMENTS INDIVIDUALS AND OR YELLOW PHASE GREEN PHASE Y/N AND POSITION SUPPORTS NEEDED

* Use of face All students, staff, and visitors All students, staff, and visitors The Director of Personal Protective YES coverings (masks are required to wear a face are required to wear a face Facilities and Equipment for ​ ​ ​ ​ or face shields) by covering at all times during the covering at all times during the Operations: Doug Staff: Teach and reinforce all staff school day. school day. Kenwood is 3-Ply Masks the use of face purchasing PPE, Reusable Cloth coverings for students “Face covering” means a “Face covering” means a enforcement by Masks and staff. Include covering of the nose and mouth covering of the nose and mouth building Face Shields training on how to that is secured to the head with that is secured to the head with principals. safely wear and take ties, straps, or loops over the ties, straps, or loops over the off a face covering. ears or is wrapped around the ears or is wrapped around the lower face, including a plastic lower face, including a plastic face shield that covers the nose face shield that covers the nose and mouth. and mouth.

Individuals who are Individuals who are communicating or seeking to communicating or seeking to communicate with someone who communicate with someone who is hearing impaired or who has is hearing impaired or who has another disability, where the another disability, where the ability to see the mouth is ability to see the mouth is essential to communication, are essential to communication, are not required to wear a mask but not required to wear a mask but should consider using a face should consider using a face shield. shield.

* Use of face All students, staff, and visitors All students, staff, and visitors Director of Personal Protective YES coverings (masks are required to wear a face are required to wear a face Facilities and Equipment for ​ ​ ​ ​ or face shields) covering at all times during the covering at all times during the Operations, Doug Students: Teach and reinforce students school day. school day. Kenwood is Disposable masks the use of face purchasing PPE, for students who coverings for students “Face covering” means a “Face covering” means a enforcement by forget (all will be and staff. Include covering of the nose and mouth covering of the nose and mouth building expected to come training on how to that is secured to the head with that is secured to the head with principals, to school with their safely wear and take ties, straps, or loops over the ties, straps, or loops over the teachers. own face covering) off a face covering. ears or is wrapped around the ears or is wrapped around the lower face, including a plastic lower face, including a plastic Face Shields face shield that covers the nose face shield that covers the nose and mouth. and mouth.

Students may remove their face Students may remove their face covering when they are outdoors covering when they are outdoors and able to maintain a distant of and able to maintain a distant of 6 feet from individuals who are 6 feet from individuals who are not members of their household, not members of their household, eating or drinking when spaced eating or drinking when spaced at least 6 feet apart, seated at at least 6 feet apart, seated at desks or assigned work spaces desks or assigned work spaces at least 6 feet apart or engaged at least 6 feet apart or engaged in any activity at least 6 feet apart in any activity at least 6 feet apart (e.g. face covering breaks, (e.g. face covering breaks, recess, etc.). recess, etc.). Any student who cannot wear a Any student who cannot wear a mask or face shield due to a mask or face shield due to a medical condition, including medical condition, including those with respiratory issues that those with respiratory issues that impede breathing, a mental impede breathing, a mental health condition, or disability, and health condition, or disability, and students who would be unable to students who would be unable to remove a mask without remove a mask without assistance are not required to assistance are not required to wear a face covering. wear a face covering.

Exclusions will be allowed if a Exclusions will be allowed if a parent provides a doctor note parent provides a doctor note and or the 504 or IEP outlines the and or the 504 or IEP outlines the exception in the child’s individual exception in the child’s individual plan. plan.

Failure to conform without a Failure to conform without a doctor note or documented in a doctor note or documented in a student’s 504 or IEP will result in student’s 504 or IEP will result in the imposition of school the imposition of school discipline. discipline.

Individuals who are Individuals who are communicating or seeking to communicating or seeking to communicate with someone who communicate with someone who is hearing impaired or who has is hearing impaired or who has another disability, where the another disability, where the ability to see the mouth is ability to see the mouth is essential to communication, are essential to communication, are not required to wear a mask but not required to wear a mask but should consider using a face should consider using a face shield. shield.

District staff deployed as needed to (Same as yellow) District Organizational YES Strategic deployment support academic, social, and Administrative charts reviewed If “new duties” of staff emotional learning. team and Building and revised as assigned. PD will be Principals needed, training. provided on supporting students virtually.

*Protecting Create a process for Create a process for Building Contact to known NO students and staff students/families and staff to students/families and staff to Principals families with at higher risk for self-identify as high risk for illness self-identify as high risk for illness children with severe illness due to COVID-19. due to COVID-19. School Nurses current health plans, 504s, and School-based team will work with School-based team will work with Assistant Director IEPs. families to develop a plan to families to develop a plan to of Special address requests for alternative address requests for alternative Education learning arrangements. learning arrangements. Virtual Academy Assistant Informational Video School-based teams will evaluate School-based teams will evaluate Superintendent all current plans (e.g., Individual all current plans (e.g., Individual Healthcare Plans, Individualized Healthcare Plans, Individualized Virtual Academy Education Plans or 504 Plans) for Education Plans or 504 Plans) for Enrollment Process accommodating students with accommodating students with special health care needs and special health care needs and update as needed to update as needed to Family Declaration decrease their risk for exposure decrease their risk for exposure Process (Skyward) to COVID-19. to COVID-19.

Distance learning in the form of Distance learning in the form of the Upper Perkiomen Virtual the Upper Perkiomen Virtual Academy will be offered to Academy will be offered to enrolled students who may be enrolled students who may be medically vulnerable or otherwise medically vulnerable or otherwise unwilling to return to the unwilling to return to the in-person learning environment in-person learning environment

School-based teams will work School-based teams will work Special Education Contact to known NO Unique safety with families for students with with families for students with Teachers families with protocols for students medical complexity or who may medical complexity or who may children with with complex needs or be at increased risk for exposure be at increased risk for exposure Guidance current health to COVID-19, reviewing student to COVID-19, reviewing student Counselors plans, 504s, and other vulnerable plans based upon individual plans based upon individual IEPs individuals needs (504 Plans, Individual needs (504 Plans, Individual Nurses Education Plans, Individual Education Plans, Individual Virtual Academy Healthcare Plans) Healthcare Plans) Building Informational Video Principals Limit interactions with other Limit interactions with other Virtual Academy individuals as much as possible individuals as much as possible Supervisor of Enrollment Process throughout school day, limiting throughout school day, limiting Special Education travel within building (cafeteria, travel within building (cafeteria, Family Declaration hallways, offices, classrooms) hallways, offices, classrooms) Assistant Director Process (Skyward) of Special Revisions, modifications and/or Revisions, modifications and/or Education accommodations will be made by accommodations will be made by school-based teams and families, school-based teams and families, Assistant as needed and written into as needed and written into Superintendent student plans student plans.

Ongoing and open dialog will Ongoing and open dialog will occur with school-based teams occur with school-based teams and families on educational and families on educational opportunities through the UPSD opportunities through the UPSD Online Academy, including Online Academy, including related services (OT, PT, related services (OT, PT, Speech, Vision, Hearing, Speech, Vision, Hearing, Orientation & Mobility) Orientation & Mobility) Health and Safety Plan Professional Development

The success of your plan for a healthy and safe reopening requires all stakeholders to be prepared with the necessary knowledge and skills to implement the plan as intended. For each item that requires professional development, document the following components of your professional learning plan.

➔ Topic: List the content on which the professional development will focus. ​ ➔ Audience: List the stakeholder group(s) who will participate in the professional learning activity. ​ ➔ Lead Person and Position: List the person or organization that will provide the professional learning. ​ ➔ Session Format: List the strategy/format that will be utilized to facilitate participant learning. ​ ➔ Materials, Resources, and or Supports Needed: List any materials, resources, or support required to implement the requirement. ​ ➔ Start Date: Enter the date on which the first professional learning activity for the topic will be offered. ​ ➔ Completion Date: Enter the date on which the last professional learning activity for the topic will be offered. ​

TOPIC AUDIENCE LEAD PERSON & MODE OF START DATE COMPLETION DATE POSITION COMMUNICATION

COVID-19 – UPSD All Students, Staff, Student Services District – August 13, 2020 Ongoing Safety Procedures/ Parents/ Guardians Director Communication: Personal Hygiene Building Administration Providing Notice of Certified School Nurses Updates from Follow Safety/Hygiene Montgomery County Practices Department of Health & Social Distancing CDC Ventilation/Outdoors Hand and respiratory Online Presentation – hygiene 1st Week of School

COVID-19 – Online Administration, Assistant Director of Online Training Modules August 13, 2020 August 31, 2020 Workplace: FERPA, Professional & Support Special Education Building Staff HIPAA, Virtual IEPs, 504 Staff Supervisor of Special Development Session Service Plans Education Director of Human Virtual Presentation(s) Supporting Students Resources Virtually with IEP, 504, etc.

Boundaries: PSBA Guidance: Policy 824 Maintaining Professional Adult/Student Boundaries – Considerations for a Digital Learning Environment Liability Security Confidentiality

COVID-19 – Reporting Student Services Montgomery County Building Staff August 13, 2020 Ongoing Procedures: Administration Health Director Development Session Reporting Certified School Nurses Virtual Presentation(s) Document/Process Professional Staff UPSD Pandemic Reporting Coordinator Directions/Flowchart Followup/Monitoring Process Recordkeeping Process

Technology Orientation: Professional Staff Technology & District Website August 13, 2020 September 10, 2020 Digital Citizenship Curriculum Departments Instructional Videos Device Features In-Service Time Technology Support Access

Technology Orientation Students Technology & District Website August 13, 2020 September 10, 2020 Digital Citizenship Parents/Caregivers Curriculum Departments Instructional Videos Device Features Technology Support Access

COVID-19 – General All Director of Facilities and In-person August 13, 2020 August 31, 2020 Knowledge, Safety Custodial/Maintenance Operations demonstrations and Training & Cleaning Staff Industrial Hygienist training Building Administrators

Student Safety, Welfare All administrative, Assistant Superintendent Online Presentation August 13, 2020 Ongoing & Child Abuse professional and support Building Administration Building Staff Reporting: staff Development Session(s) Safe Schools New Teacher Induction Training Virtual Session Suicide Risk Response and Assessment Flow Chart Mandated Reporter

SocialEmotional Health All UPSD administrative, Building Administration Online Presentation August 13, 2020 Ongoing Resources professional and support Professional Staff Recording staff Students Counselor/Psychologists Posted on website Parents/Guardians Certified and Staff SEL Class Lessons Nurses

SocialEmotional Health: All UPSD administrative, Assistant Superintendent Online Training Module August 13, 2020 Ongoing QPR Training Review & professional and support Building Administration Building Staff Resources staff Counselors/ Development Session SAP Review Psychologists Virtual Suicide Risk Safe2Say Certified and Staff Response and Review Employee Nurses Assessment Flow Chart Assistance Programs (EAP Resources) PA Mandated Reporting System

Teach and reinforce All UPSD administrative, Building Administration In-person instruction and August 13, 2020 September 10, 2020 and washing hands and professional and support All Professional and modeling ongoing ​ covering coughs and staff. Support Staff sneezes among students Posters, fliers, verbal and staff. All Students reminders

Teach and reinforce use of face coverings among ​ ​ all staff. ​ Accessing Nursing and All UPSD administrative, Assistant Superintendent Documented Procedures August 13, 2020 August 3, 2020 Procedures professional and support Certified and Staff Virtual/In-Person Review Symptoms Screening staff. Nurses Scheduled Visits All Students Building Administration Parents/Guardians

Understanding Exclusion All UPSD administrative, Assistant Superintendent Documented Procedures August 13, 2020 August 3, 2020 and Quarantine professional and support Certified and Staff Virtual/In-Person Review Requirements staff. All Students Nurses Parents/Guardians Building Administration

Health and Safety Plan Communications

Timely and effective family and caregiver communication about health and safety protocols and schedules will be critical. Schools should be particularly mindful that frequent communications are accessible in non-English languages and to all caregivers (this is particularly important for children residing with grandparents or other kin or foster caregivers). Additionally, LEAs should establish and maintain ongoing communication with local and state authorities to determine current mitigation levels in your community.

TOPIC AUDIENCE LEAD PERSON & MODE OF START DATE COMPLETION DATE POSITION COMMUNICATION

2020-2021 Reopening All UPSD administrative, Superintendent Email Skylert Plan – Community and professional and support Communications Communicate Results: staff. Specialist Program Feedback and Parents/Guardians Priorities for Reopening: May 2020

UPSD Board Workshop All UPSD Community District Administration Zoom June 25, 2020 June 25, 2020 June 25, 2020: Health Members School Board YouTube Access and Safety Plan Update All UPSD Staff

2020-2021 Reopening All UPSD administrative, Superintendent Email Skylert June 26, 2020 June 26, 2020 Plan Options for professional and support Communications Reopening staff. Specialist Communication: July 3, Parents/Guardians 2020

2020-2021 Reopening Parents/Guardians Superintendent Email Skylert July 3, 2020 July 17, 2020 Plan – Family Communications Declaration July 3-17, Specialist 2020

Return-to-School FAQ All UPSD administrative, Superintendent Email Skylert July 10, 2020 July 10, 2020 and Information professional and support Communications staff. Parents/Guardians Specialist UPSD Special Board All UPSD Students and District Administration Zoom July 13, 2020 July 13, 2020 Meeting July 13, 2020: Families School Board YouTube Access Health and Safety Plan All UPSD Staff Update

Parent Declaration Parents/Guardians Superintendent Email Skylert July 15, 2020 July 15, 2020 Reminder Communications Specialist

UPSD Special Board All UPSD Students and District Administration Zoom July 28, 2020 July 28, 2020 Meeting July 28, 2020: Families School Board YouTube Access Health and Safety Plan All UPSD Staff Update- Board Recommendation

UPSD Health and Safety All UPSD Students and Superintendent Email Skylert August 6, 2020 August 13, 2020 Plan Public Review Families Communications District Website All UPSD Staff Specialist

UPSD Special Board All UPSD Students and District Administration Zoom August 13, 2020 August 13, 2020 Meeting August, 2020: Families School Board YouTube Access Health and Safety Plan All UPSD Staff Board Approval

General Knowledge and All UPSD Students and Superintendent UPSD Website, Board August 13, 2020 Ongoing ​ Safety Precautions Families Communications Meetings, Facebook, All UPSD Staff Specialist Twitter, Email/Text Blasts, Building Websites, Newsletters Frequently Asked Questions Resource

2020 Reopening Plan – All UPSD Students and Superintendent UPSD Website, Board August 13, 2020 August 31, 2020 ​ General Information and Families Communications Meetings, Facebook, Updates All UPSD Staff Specialist Twitter, Email/Text Blasts, Building Websites, Newsletters Frequently Asked Questions Resource

Universal Precautions: All UPSD Students and Assistant UPSD Website, Board August 13, 2020 Ongoing ​ Hygiene Families Superintendent: Meetings, Facebook, Face Covering All UPSD Staff Andrea J. Farina Twitter, Email/Text Social Distancing Blasts, Building Recognizing Symptoms Communications Websites, Newsletters Specialist: Nikki Gum Frequently Asked Questions Resource

Building Administration Mo Zavadel Allie Stephens Art Vigilante Chris Siegfried Rob Carpenter

Broadcast regular All UPSD Students and Assistant District intercom, August 13, 2020 Ongoing announcements on Families Superintendent: Andrea broadcasting resources reducing the spread of All UPSD Staff J. Farina COVID-19. Building Administration: UPSD Website, Board Include messages (e.g., ​ Mo Zavadel Meetings, Facebook, videos) about behaviors Allie Stephens Twitter, Email/Text that prevent the spread Art Vigilante Blasts, Building of COVID-19 when Chris Siegfried Websites, Newsletters communicating with staff Rob Carpenter Frequently Asked and families (such as on Questions Resource school websites, in Certified and Staff emails, and on school Nurses social media accounts). 6 Ways to Protect Yourself Against COVID-19 Why it's important to wash your hands properly - UV experiment

Hand Washing 101

CDC: Why Handwashing is So Important

6 Steps to Prevent COVID-19

School Exclusion All UPSD Students and Assistant UPSD Website, Board August 13, 2020 Ongoing Requirements Families Superintendent: Meetings, Facebook, All UPSD Staff Andrea J. Farina Twitter, Email/Text Blasts, Building Communications Websites, Newsletters Specialist: Nikki Gum Frequently Asked Questions Resource

Building Administration Health and Safety Plan Summary: UPPER PERKIOMEN SCHOOL DISTRICT ​

Anticipated Launch Date: August 13, 2020 ​ ​ Use these summary tables to provide your local education community with a detailed overview of your Health and Safety Plan. LEAs are required to post this summary on their website. To complete the summary, copy and paste the domain summaries from the Health and Safety Plan tables above.

Facilities Cleaning, Sanitizing, Disinfecting and Ventilation

REQUIREMENTS STRATEGIES, POLICIES AND PROCEDURES

* Cleaning, sanitizing, disinfecting, and ventilating learning spaces, surfaces, All high-touch surfaces will be cleaned/disinfected at least twice a day (door handles, and any other areas used by students (i.e., restrooms, drinking fountains, light switches, etc.) following posted EPA/CDC/manufacturer guidelines. hallways, and transportation) All desks will be cleaned on a frequent basis following posted EPA/CDC/manufacturer guidelines, as feasible.

All individuals will be required to sanitize/wash hands on a frequent basis. Hand sanitizer will be available in common areas, hallways, and/or in classrooms where sinks for handwashing are not available.

Single-use water bottles will be permitted, and students and staff will be permitted to use water bottles from home.

Water fountains will be turned off and not used.

School buses and other transportation vehicles will be disinfected between each run

Common meal areas will be disinfected between each meal service

Classrooms and common areas will be ventilated when available/possible using windows.

Increase preventive maintenance and filter changes on HVAC units

Additional ventilation will be utilized in isolation spaces Social Distancing and Other Safety Protocols

REQUIREMENTS STRATEGIES, POLICIES AND PROCEDURES

*Classroom/learning space occupancy that allows for 6 feet of separation Classroom/Instructional among students and staff throughout the day, to the maximum extent Classroom seating will be configured in staggered rows facing the feasible same direction with 6 feet spacing between seats

* Restricting the use of cafeterias and other congregate settings, and serving Unnecessary furniture removed meals in alternate settings such as classrooms Instructional practices modified to maximize social distancing * Hygiene practices for students and staff including the manner and frequency Assigned seating utilized in classrooms, congregate settings, and buses, where of hand-washing and other best practices feasible

* Posting signs, in highly visible locations, that promote everyday protective Faculty rooms and other congregate areas will operate on restricted capacity levels measures, and how to stop the spread of germs All students, staff, visitors and volunteers educated on the manner and frequency of * Handling sporting activities consistent with the CDC Considerations for handwashing, cough/sneeze etiquette, and other best practices for preventing disease ​ ​ transmission Youth Sports for recess and physical education classes ​ All students, staff, visitors, and volunteers required to wash/sanitize hands upon Limiting the sharing of materials among students entrance and regularly throughout the school day

Staggering the use of communal spaces and hallways Morning announcements will include regular reminders on proper hygiene practices Signs (English & Spanish) will be posted on all exterior doors Adjusting transportation schedules and practices to create social distance between students depicting requirements for mask-wearing and restrictions for individuals exhibiting signs/symptoms of COVID-19 Limiting the number of individuals in classrooms and other learning spaces, and interactions between groups of students Posters and signs will be posted throughout buildings, including classrooms, and bathrooms to encourage and remind individuals of hygiene practices.

Coordinating with local childcare regarding on site care, transportation protocol Recess/playground equipment is sanitized at the end of day. changes and, when possible, revised hours of operation or modified school-year calendars Students wash/sanitize hands after lunch and PE class. Recess and physical education activities will continue as long as those activities limit Other social distancing and safety practices physical contact and touching, when feasible. Materials and equipment used in recess and physical education class will be sanitized on a daily or more frequent basis, when feasible.

Communal or shared school supplies, including special areas materials, will be sanitized on a daily basis. When needed, students will carry their own materials to the special areas.

If/When library books are checked back in there will be a 3 day wait time after books are wiped down until they are returned to the shelves.

Food should not be shared in the classrooms or cafeterias.

Schedules and hallway traffic patterns will be adjusted to maximize social distancing during high-traffic where feasible

Bus arrival/dismissal schedules will be modified to maximize social distancing where feasible

Outdoor spaces may be used for instructional purposes.

Each student’s belongings separated from others’ and in individually labeled containers, cubbies, lockers or other areas.

Ensure adequate supplies to minimize sharing of high touch materials to the extent possible (e.g., textbooks, art supplies, equipment etc.) or limit use of supplies and equipment by one group of students at a time and clean and disinfect between use.

Health Room Limit nurse visits to students feeling ill. Nurse visits should be scheduled and/mobile nursing will be utilized to limit student transition through the building

Isolation Rooms will be utilized for sick students/staff

Strict enforcement of the the exclusion criteria provided by Montgomery County

Transportation Students on school buses and vans will be limited to two (2) students to a seat. Siblings will be required to sit together. A seating chart will be made once rosters are completed.

All students required to wear masks/shields while riding the bus.

All drivers required to wear masks/shields when students are entering or exiting the bus.

Students and drivers will be educated on the importance of passengers facing forward on the bus (not sideways or backwards).

Bus windows and roof hatch will be opened when feasible

Buses will be disinfected after the morning run and after the afternoon run.

Food Service Meal schedules and seating areas will be modified to maximize social distancing All students and staff will wash/sanitize hands before and after eating

Visitors Non-essential visitors will be restricted from school buildings (e.g.parent picking up a child will meet child at school entryway; parent meetings will be held virtually where feasible; guest speakers will present virtually where feasible)

Essential volunteers will follow the monitoring, face covering, and hygiene guidelines established for staff tracing as needed Monitoring Student and Staff Health

REQUIREMENTS STRATEGIES, POLICIES AND PROCEDURES

* Monitoring students and staff for symptoms and history of exposure Staff and parents will be given guidelines about signs and symptoms of COVID19.

* Isolating or quarantining students, staff, or visitors if they become sick or demonstrate It will be expected that staff, students/parents will self-monitor prior to arrival at school. a history of exposure High risk students will have temperature checks upon arrival to school.

* Returning isolated or quarantined staff, students, or visitors to school Notifying staff, Any individual who feels sick or exhibits symptoms required to wear a mask/shield and families, and the public of school closures and within-school- year changes in safety report immediately to school nurse Following triage by school nurse, any individual protocols presumed positive for COVID-19 isolated, mask applied if symptoms allow,, treated, and sent home. Parent pick up should be within 30-45 minutes. Nurse reports case to Assistant Superintendent, principal and county health department. Isolation space is disinfected.

The Montgomery County Office of Public Health’s COVID-19 School Exclusion Requirements will be utilized for any individual who either: (a) exhibits COVID-19 symptoms; (b) receives a confirmed positive COVID-19 test; or is confirmed to have had close contact with an individual with COVID-19

The Montgomery County Office of Public Health’s COVID-19 School Exclusion Requirements will be utilized to inform the return to school timelines for any individual who either: (a) exhibits COVID-19 symptoms; (b) receives a confirmed positive COVID-19 test; or is confirmed to have had close contact with an individual with COVID-19

The Montgomery County Office of Public Health will educate school nurses and designated points of contact on the process the Health Department will follow in issuing clearances to return from isolation or quarantine.

The District will consult with the Montgomery County Office of Public Health on any decision related to the closure of classrooms, schools, or districts.

The District will only recommend closure of a classroom, school, and/or district if the Montgomery County Office of Public Health indicates to the District the necessity or requirement to do so.

In collaboration with the Montgomery County Office of Public Health , the District will implement strategies similar to those used with measles, pertussis, and other infectious diseases that intend to maintain classrooms, schools, and districts as open, in the event of a confirmed case of COVID 19.

In the event of a school closure or within-school-year change in safety protocols, the District will utilize all of its communication platforms to provide notification to staff, families, and the public.

The District will collaborate with the Montgomery County Office of Public Health to provide contract tracing and any mandated isolations or quarantines, in the event of a confirmed case. The District will limit the public release of COVID 19-impacted student and staff names and coordinate with the Montgomery County Office of Public Health specific to the public release of such protected information. Other Considerations for Students and Staff

REQUIREMENTS STRATEGIES, POLICIES AND PROCEDURES

*Protecting students and staff at higher risk for severe illness Student-specific plan will be developed by nurse, in consultation with doctor that facilitates his/her safe return to school using increased * Use of face coverings (masks or face shields) by all staff social distancing strategies, where feasible, for the student and staff.

* Use of face coverings (masks or face shields) by older students (as appropriate) Staff who are at high risk should wear clear face shields, in addition to masks when meeting face-to-face, teaching, or interacting with others in the classroom and Unique safety protocols for students with complex needs or other vulnerable individuals congregate settings. Strategic deployment of staff All staff are required to possess/carry face masks and/or face shields. ​ ​ All staff required to comply with the PA Secretary of Health’s July 1, 2020 order ​ ​ requiring the use of face coverings. All staff required to wear face masks/shields when interacting with others in close ​ spaces, including: ● School buses and other transportation vehicles when students embarking or disembarking ● Meal serving lines and registers when serving meals ● Offices & Nurse’s Suites when students are present ● Bathrooms & Locker Rooms when others are present ● Any instance when social distance of 6 feet or more cannot ● be maintained

Any staff member with a medical or mental health condition or disability, documented in accordance with the Americans with Disabilities Act that precludes the wearing of a face covering in school may be exempt from this rule.

All students always required to possess/carry face masks and/or face ​ ​ shields; masks/shields provided to students as needed.

All students are required to comply with the PA Secretary of Health’s July 1, ​ ​ 2020 order requiring the use of face coverings.

All students required to wear face masks/shields when physical ​ distancing is not feasible and in specific circumstances, including: ● School buses and other transportation vehicles ● Nurse’s suites ● Gang bathrooms and locker rooms ● When passing between classes ● Whenever instructed by staff to do so because social distance of 6 feet or more cannot be maintained

The only exemption to this order is a student with a medical or mental health condition or disability,documented in accordance with Section 504 of the Rehabilitation Act or IDEA may be exempt from this rule. Accommodations for such students should be made in partnership with the student's health care provider, school nurse, and IEP/504 team. IEPs or 504 Service Plans in collaboration with medical plans, will provide health and safety provisions for students with complex needs/vulnerable individuals.

Staff deployed as needed to support academic, social, and emotional learning. Health and Safety Plan Governing Body Affirmation Statement

The Board of Directors/Trustees for the Upper Perkiomen School District reviewed and approved the Phased School Reopening Health and Safety Plan on August 13, 2020

The plan was approved by a vote of: ______Yes ______No

Affirmed on: August 13, 2020

By: ______(Signature* of Board President)

______(Print Name of Board President)

*Electronic signatures on this document are acceptable using one of the two methods detailed below.

Option A: The use of actual signatures is encouraged whenever possible. This method requires that the document be printed, signed, scanned, and then submitted.

Option B: If printing and scanning are not possible, add an electronic signature using the resident Microsoft Office product signature option, which is free to everyone, no installation or purchase needed.The use of actual signatures is encouraged whenever possible. This method requires that the STAFF AND STUDENT TRAINING AND RESOURCES

Schedules for training all faculty and staff on the Conduct training online to limit the size of gatherings. implementation of the Health and Safety Plan before providing Stagger in-person training schedules based on plan implementation timelines. services to students Disseminate and update training documents as a reference for staff.

General Information Resources Centers for Disease Control and Prevention (CDC) Coronavirus (COVID-19) Website ​ Occupational Safety and Health Administration (OSHA) COVID-19 Website

CDC: How COVID-19 Spreads ​ CDC: Taking Care of Your Daily Health During Covd-19 ​ Workplace Guidance Resources CDC Guidance for Businesses and Employers to Plan, Prepare and Respond to ​ Coronavirus Disease 2019 OSHA Guidance on Preparing Workplaces for COVID-19

Personal Protective Equipment Guidance Resources DOH Interim Guidance on Executive Order 202.16 Requiring Face Coverings for Public and Private Employees ​ ​ OSHA Personal Protective Equipment CDC: How to Wear Cloth Face Coverings

Demonstration of Donning (Putting On) Personal Protective Equipment (PPE): Video ​ CDC: Wear a Mask to Protect You and Your Friends - For Young Adults: Video ​ Screening and Testing Guidance Resources DOH COVID-19 Testing CDC COVID-19 Symptoms Attachment F UPPER PERKIOMEN SCHOOL DISTRICT

ALLYN J. ROCHE, Ed.D ANDREA J. FARINA, Ed.D Superintendent of Schools Assistant Superintendent

UPPER PERKIOMEN SCHOOL DISTRICT BOARD OF SCHOOL DIRECTORS RESOLUTION

WHEREAS, the World Health Organization has declared the current outbreak of COVID-19 a global pandemic; and

WHEREAS, the Pennsylvania Department of Education has determined that the COVID-19 pandemic constitutes an “emergency” within the meaning of Section 520.1 of the Public School Code; and

WHEREAS, the Upper Perkiomen School District Board of School Directors has determined that the risks COVID-19 presents to our students, faculty, and community requires an extraordinary response;

NOW THEREFORE, the Upper Perkiomen Board finds and declares that the COVID-19 pandemic is an emergency within the meaning of Section 520.1 of the Pennsylvania School Code.

For the duration of said pandemic but in no event for any period exceeding four years, the Superintendent shall have the duty and the authority to develop a Health and Safety plan in a form and manner prescribed by the Pennsylvania Department of Education that ensures a minimum of 180 days of instruction, allowing for a minimum of 900 hours of instruction at the elementary level and 990 hours of instruction at the secondary level, employing any combination of in-person, virtual, and distance learning as the Superintendent seems appropriate to address the health and safety of students, faculty, and community, and the learning needs of students. Such instruction shall comply in full with the requirement of Chapter 4 of the regulations of the State Board of Education and with the curriculum standards published in accordance therewith.

` ______Superintendent of Schools Board President

______Date

UPPER PERKIOMEN SCHOOL DISTRICT EDUCATION CENTER 2229 E. Buck Road, Suite 1, Pennsburg, PA 18073 TEL. (215) 679-7961 FAX (215) 679-6214 www.upsd.org Attachment G

Emergency Instructional Time Template Section 520.1

As communicated to chief school administrators on July 6, 2020, Section 520.1 of the School Code provides flexibility to meet minimum instructional time requirements in the event of an emergency that prevents a school entity from providing for the attendance of all pupils or usual hours of classes at the school entity. The Pennsylvania Department of Education (PDE) considers the World Health Organization-declared Coronavirus disease (COVID-19) a global pandemic and an emergency as contemplated by Section 520.1. A local education agency (LEA) that elects to implement temporary provisions in response to the COVID-19 global pandemic may meet the minimum 180 days of instruction and 900 hours of instruction at the elementary level and 990 hours of instruction at the secondary level through a combination of face-to-face and remote instruction, consistent with the requirements outlined in PDE’s July 6 guidance. Such LEAs must provide PDE with the following information: 1. LEA’s Proposed Calendar and Schedule(s) for SY 2020-21 a. School Year Calendar

School Year Start Date School Year End Date Total Number of Instructional Days Must meet minimum 180 days

b. A sample weekly academic schedule as approved by the LEA’s governing body. (Recognizing the need for flexibility and that circumstances may change as the LEA responds to the COVID-19 pandemic, an LEA may provide more than one proposed weekly schedule.) Example schedules are provided in Appendix A.

2. If the proposed schedule includes remote learning (i.e., learning outside the school building), describe how the LEA will ensure access to remote learning opportunities for all students.

3. The Chief School Administrator and Board President affirm the following: ☐ The proposed school calendar and academic schedule(s) will provide all students the planned instruction needed to attain the relevant academic standards set forth in Chapter 4.

☐ The proposed school calendar and academic schedule(s) allow sufficient instructional time necessary for content mastery and provide instructional blocks for each grade level and content area.

☐ The proposed school calendar and academic schedule(s) provide at least 900 hours (elementary) and 990 hours (secondary) of in-person instruction and/or remote learning for all students. (Such time may include synchronous and/or asynchronous instruction.) ☐ The proposed school calendar and academic schedule(s) define instructional time for students as time in the school day devoted to instruction and instructional activities under the direction of certified school employees. (Such time may include synchronous and/or asynchronous instructional activities.)

☐ Clearly defined systems for tracking attendance and instructional time will be implemented to ensure student engagement in remote instruction.

☐ The LEA acknowledges that it must provide Free and Appropriate Public Education (FAPE) during this pandemic-related emergency.

☐ The proposed school calendar and academic schedule(s) ensures ESL services for English Learners.

☐ Clearly defined and ongoing systems for evaluating the quality and outcomes of instructional delivery will be implemented, at least quarterly, and necessary adjustments will be made when data highlight concerns about quality, equity, and/or lack of progress in student learning.

Name of Local Education Agency:

Signature of Chief School Administrator:

Date:

Signature of Governing Body President:

Date:

Date Approved at Board Meeting:

Please scan and submit this entire signed document, the proposed weekly schedule, and a copy of the board minutes at which such schedule was approved to [email protected]. Any questions can be submitted to [email protected]. Elementary Proposed Full Virtual Schedules, Grades K-3

For Parents Who Select Morning Preference: Monday Tuesday Thursday Friday Wed K-2 3-5

8:30- Synchronous Synchronous Synchronous Synchronous 8:30- Live SEL Teacher check 9:00 Morning Morning Morning Morning 9:00 Games- ​counselor ins Meeting Meeting Meeting Meeting

9:00- Synchronous Synchronous Synchronous Synchronous 9:00- Live PE Class Teacher Check 9:30 Fundations Fundations Fundations Fundations 9:30 ins (1-2) Writing (3) (1-2) Writing (3) (1-2) Writing (3) (1-2) Writing (3)

9:30- Writing Writing Writing Writing 9:40

9:40- Snack & Snack & Snack & Snack & 9:30- Teacher check Teacher Check 9:45 Movement Movement Movement Movement 10:00 ins ins Break Break Break Break

9:45- Synchronous Synchronous Synchronous Synchronous 10:00 Teacher check Teacher Check 10:15 Reading Reading Reading Reading - ins ins Instruction Instruction Instruction Instruction 10:30 (Shared Rdg) (Shared Rdg) (Shared Rdg) (Shared Rdg)

10:15- Synchronous Synchronous Synchronous Synchronous 10:30 Teacher check Live SEL Games- 10:45 Guided Reading Guided Reading Guided Reading Guided Reading - ins counselor & Small Group & Small Group & Small Group & Small Group 11:00

10:45 Movement Movement Movement Movement 11:00- Teacher check Live PE Class -11:00 Break Break Break Break 11:30 ins

11:00- Synchronous Synchronous Synchronous Synchronous 11:30- Lunch & Free Lunch & Free Play 11:30 Math Lesson Math Lesson Math Lesson Math Lesson 12:30 Play (Large Group) (Large Group) (Large Group) (Large Group)

11:30- Synchronous Synchronous Synchronous Synchronous 12:30- Specials - Acc. Specials - Acc. 12:00 Guided Math & Guided Math & Guided Math & Guided Math & 1:00 Ed. Ed. Small Group Small Group Small Group Small Group

This ends live teaching time. The PM activities listed are suggested 1:00- Lexia/Imagine Lexia/Imagine to allow for flexibility and student choice. 2:00 Math Math

12:00 Lunch & Free Lunch & Free Lunch & Free Lunch & Free 2;00 Independent Independent -1:00 Play Play Play Play -3:00 Reading/Work Reading/Work

1:00- SS/Science SS/Science SS/Science SS/Science 1:40 Accelerate Ed Accelerate Ed Accelerate Ed Accelerate Ed

1:45- Lexia/Imagine Lexia/Imagine Lexia/Imagine Lexia/Imagine 2:15 Math Math Math Math

2:15- Independent Independent Independent Independent 2:45 Reading/Work Reading/Work Reading/Work Reading/Work

2:45- Teacher Off. Teacher Off. Teacher Off. Teacher Off. 3:45 Hours Hours Hours Hours

For Parents Who Select Afternoon Preference: Monday Tuesday Thursday Friday Wed 1-2 3-5

8:30- Teacher Office Teacher Office Teacher Office Teacher Office 8:30- Live SEL- Teacher 9:15 Hours Hours Hours Hours 9:00 counselor check ins

9:15- SS/Science SS/Science SS/Science SS/Science 9:00- 9:30 Live PE Teacher 10:00 Accelerate Ed Accelerate Ed Accelerate Ed Accelerate Ed Class Check ins

10:00- Lexia/Imagine Lexia/Imagine Lexia/Imagine Lexia/Imagine 9:30- Teacher Teacher 10:30 Math Math Math Math 10:00 check ins Check ins

10:30- Independent Independent Independent Independent 10:00- Teacher Teacher 11:00 Reading/Work Reading/Work Reading/Work Reading/Work 10:30 check ins Check ins

11:00- Lunch & Free Lunch & Free Lunch & Free Lunch & Free 10:30-11:00 Teacher Live SEL- 12:00 Play Play Play Play check ins counselor

This begins live teaching time. The AM activities listed are suggested 11:00- Teacher Live PE to allow for flexibility and student choice. 11:30 check ins Class

12:00- Synchronous Synchronous Synchronous Synchronous 11:30- Lunch & Lunch & Free 12:30 Afternoon Afternoon Afternoon Afternoon 12:30 Free Play Play Meeting Meeting Meeting Meeting

12:30- Synchronous Synchronous Synchronous Synchronous 12:30- Specials - Specials - 1:30 Fundations Fundations Fundations Fundations 1:00 Acc. Ed. Acc. Ed. (1-2) (1-2) (1-2) (1-2) Writing (3) Writing (3) Writing (3) Writing (3)

1:30- Writing Writing Writing Writing 1:40

1:40- Snack & Snack & Snack & Snack & 1:00- Lexia/Imagi Lexia/Imagin 1;45 Movement Movement Movement Movement 2:00 ne Math e Math Break Break Break Break

1:45- Synchronous Synchronous Synchronous Synchronous 2;00 Independent Independent 2:00 Reading Reading Reading Reading -3:00 Reading/ Reading/ Instruction Instruction Instruction Instruction Work Work (Shared Rdg) (Shared Rdg) (Shared Rdg) (Shared Rdg)

2:00- Synchronous Synchronous Synchronous Synchronous 2:30 Guided Reading Guided Reading Guided Reading Guided Reading & Small Group & Small Group & Small Group & Small Group

2:30- Movement Movement Movement Movement 2:45 Break Break Break Break

2:45- Synchronous Synchronous Synchronous Synchronous 3:15 Math Lesson Math Lesson Math Lesson Math Lesson (Large Group) (Large Group) (Large Group) (Large Group)

3:15- Synchronous Synchronous Synchronous Synchronous 3:45 Guided Math & Guided Math & Guided Math & Guided Math & Small Group Small Group Small Group Small Group

Elementary Proposed Kindergarten Schedules FULL VIRTUAL and UPOLA - Half Day Kindergarten- AM Preference Monday Tuesday Thursday Friday Wed K

8:30- Synchronous Morning Synchronous Morning Synchronous Morning Synchronous Morning 8:30- Live SEL- 8:50 Meeting Meeting Meeting Meeting 9:00 counselor

8:50- Synchronous Phonics Synchronous Phonics Synchronous Phonics Synchronous Phonics 9:00- Live PE 9:20 Lesson Lesson Lesson Lesson 9:30 Class

9:20- Snack Break & Read Snack Break & Read Snack Break & Read Snack Break & Read 9:30- Teacher 9:40 Aloud with BML Skill Aloud with BML Skill Aloud with BML Skill Aloud with BML Skill 10:30 check ins

9:40- Synchronous EDM Synchronous EDM Synchronous EDM Synchronous EDM 10:00 Lesson Lesson Lesson Lesson

10:00- Movement Break Movement Break Movement Break Movement Break 10:20 (Mid- Late October (Mid- Late October (Mid- Late October (Mid- Late October would become would become would become would become IIndependent Student synchronous writing synchronous writing synchronous writing synchronous writing Play/Work lesson) lesson) lesson) lesson) See Teacher Choice 10:20- Asynchronous Seesaw Asynchronous Asynchronous Asynchronous Boards 11:00 Activity & 2 guided Seesaw Activity & 2 Seesaw Activity & 2 Seesaw Activity & 2 reading groups guided reading groups guided reading groups guided reading groups

3-3:45 Teacher Office Hours Teacher Office Teacher Office Teacher Office Hours Hours Hours

FULL VIRTUAL and UPOLA - Half Day Kindergarten- PM Preference Monday Tuesday Thursday Friday Wed K

12:30- Synchronous Synchronous Synchronous Synchronous 12:00- Live PE 12:50 Afternoon Meeting Afternoon Meeting Afternoon Meeting Afternoon Meeting 12:30 Class

12:50- Synchronous Phonics Synchronous Phonics Synchronous Phonics Synchronous Phonics 12:30- LIve SEL 1:20 Lesson Lesson Lesson Lesson 1:00 Counselor

1:20- Snack Break & Read Snack Break & Read Snack Break & Read Snack Break & Read 1:00- Teacher 1:40 Aloud with BML Skill Aloud with BML Skill Aloud with BML Skill Aloud with BML Skill 2:00 Check ins

1:40- LIVE EDM Lesson LIVE EDM Lesson LIVE EDM Lesson LIVE EDM Lesson 2:00 Independent Student Play/Work 2:00- Movement Break Movement Break Movement Break Movement Break 2:20 (Mid- Late October (Mid- Late October (Mid- Late October (Mid- Late October See Teacher Choice would become would become would become would become Boards synchronous writing synchronous writing synchronous writing synchronous writing lesson) lesson) lesson) lesson)

2:20- Asynchronous Asynchronous Seesaw Asynchronous Asynchronous 3:00 Seesaw Activity & 2 Activity & 2 guided Seesaw Activity & 2 Seesaw Activity & 2 guided reading groups reading groups guided reading groups guided reading groups

3-3:45 Teacher Office Hrs. Teacher Office Hrs.s Teacher Office Hrs. Teacher Office Hrs. Elementary Proposed UPOLA Schedules- Grades 1-3

Monday Tuesday Thursday Friday Wed 1st & 2nd 3rd

8:30- Synchronous Synchronous Synchronous Synchronous 8:30- Live SEL- Teacher check ins 9:00 Morning Morning Morning Morning 9:00 counselor or Student Meeting Meeting Meeting Meeting Independent work

9:00- Synchronous Synchronous Synchronous Synchronous 9:00- Live PE Class Teacher check ins 9:30 Fundations Fundations Fundations Fundations 9:30 or Student (1-2) (1-2) (1-2) (1-2) Independent work Writing Writing Writing) Writing

9:30- Snack & Snack & Snack & Snack & 9:30- Teacher check ins Teacher check ins 9:45 Movement Movement Movement Movement 10:00 or Student or Student Break Break Break Break Independent work Independent work

9:45- Synchronous Synchronous Synchronous Synchronous 10:00- Teacher check ins Teacher check ins 10:15 Reading Reading Reading Reading 10:30 or Student or Student Instruction Instruction Instruction Instruction Independent work Independent work (Shared Rdg) (Shared Rdg) (Shared Rdg) (Shared Rdg)

10:15- Synchronous Synchronous Synchronous Synchronous 10:30-11 Teacher check ins Live SEL- 10:45 Guided Reading Guided Reading Guided Reading Guided Reading :00 or Student counselor & Small Group & Small Group & Small Group & Small Group Independent work

10:45- Movement Movement Movement Movement 11:00- Teacher check ins Live PE Class 11:00 Break Break Break Break 11:30 or Student Independent work

11:00- Synchronous Synchronous Synchronous Synchronous 11:30- Lunch & Free Play Lunch & Free Play 11:30 Math Lesson Math Lesson Math Lesson Math Lesson 12:30 (Large Group) (Large Group) (Large Group) (Large Group)

11:30- Synchronous Synchronous Synchronous Synchronous 12:30- Specials - Specials - 12:00 Guided Math & Guided Math & Guided Math & Guided Math & 1:00 Acc. Ed. Acc. Ed. Small Group Small Group Small Group Small Group

12:00- Lunch & Free Lunch & Free Lunch & Free Lunch & Free 1:00- Lexia/ Lexia/ 1:00 Play Play Play Play 2:00 Imagine Math Imagine Math

1:00- Lexia/Imagine Lexia/Imagine Lexia/Imagine Lexia/Imagine 2;00 Independent Independent 1:30 Math Math Math Math -3:00 Reading/Work Reading/Work

1:30- LIVE LIVE LIVE LIVE 2:10 SS/Science SS/Science SS/Science SS/Science

2:10- Independent Independent Independent Independent 3:00 Reading/Work Reading/Work Reading/Work Reading/Work Teacher office Teacher office Teacher office Teacher office hours hours hours hours *In lieu of the daily office hours (M,Tu,Th,F 50 min), staff may offer their office hours in the evening for working families *Synchronous Lessons will be recorded so families that cannot have their children attend live teaching sessions still have access to teaching, as students will be required to complete all work.

Elementary Proposed Full Virtual Schedules, Grades 4&5

Every Other Day Core Subject Small Group Intervention - AM Focus

Monday Tuesday Thursday Friday Wed 4th & 5th

8:30- Synchronous Synchronous Synchronous Synchronous 8:30- Teacher check 9:00 Morning Meeting / Morning Meeting / Morning Meeting / Morning Meeting / 9:00 ins or Student Second Step Intro Second Step Second Step Second Step Independent Lesson Follow-up Follow-up Follow-up work

9:00- Synchronous Synchronous Synchronous Synchronous 9:00- Teacher check 9:30 Reading Instruction Math Instruction Reading Instruction Math Instruction 9:30 ins or Student (Shared Rdg) (Whole Group) (Shared Rdg) (Whole Group) Independent work

9:30- Guided Rdg / Small Guided Math / Small Guided Rdg / Small Guided Math / Small 9:30- Teacher check 10:30 Group Intervention Group Intervention Group Intervention Group Intervention 10:00 ins or Student Movement Break Movement Break Movement Break Movement Break Independent work

10:30- Synchronous Math Synchronous Synchronous Math Synchronous 10:00- Teacher check 11:30 Instruction Reading Instruction Instruction Reading Instruction 10:30 ins or Student (Whole Group) (Shared Rdg) (Whole Group) (Shared Rdg) Independent work

11:30- Lunch / Recess / Lunch / Recess / Lunch / Recess / Lunch / Recess / 10:30- Live SEL- 12:30 Free Play Free Play Free Play Free Play 11:00 counselor

12:30- Asynchronous Asynchronous Asynchronous Asynchronous 11:00- Live PE Class 1:15 Writing or Sci/SS Writing or Sci/SS Writing or Sci/SS Writing or Sci/SS 11:30

1:15- Asynchronous Asynchronous Asynchronous Asynchronous 11:30- Lunch & Free 2:00 Specials - Acc. Ed Specials - Acc. Ed Specials - Acc. Ed Specials - Acc. Ed 12:30 Play

2:00- Teacher Office Teacher Office Teacher Office Teacher Office 12:30- Specials - 3:00 Hours / Intervention Hours / Intervention Hours / Intervention Hours / Intervention / 1:00 Acc. Ed. /Targeted Support /Targeted Support / Targeted Support Targeted Support

1:00- Lexia/ 2:00 Imagine Math

2:00- Independent 3:00 Reading/Work- Teacher Choice Boards *In lieu of the daily office hours (M,Tu,Th,F one hour), staff may offer their office hours in the evening for working families *Synchronous Lessons will be recorded so families that cannot have their children attend live teaching sessions still have access to teaching, as students will be required to complete all work.

Elementary Proposed Full Virtual Schedules, Grades 4&5

Every Other Day Core Subject Small Group Intervention - PM Focus

Monday Tuesday Thursday Friday Wed 4th & 5th

8:30- Asynchronous Asynchronous Asynchronous Asynchronous 8:30- Teacher check ins or 9:15 Writing or Sci/SS Writing or Sci/SS Writing or Sci/SS Writing or Sci/SS 9:00 Student Independent work

9:15- Asynchronous Asynchronous Asynchronous Asynchronous 9:00- Teacher check ins or 10:00 Specials - Acc. Ed Specials - Acc. Ed Specials - Acc. Ed Specials - Acc. Ed 9:30 Student Independent work

10:00- Teacher Office Teacher Office Teacher Office Teacher Office 9:30- Teacher check ins or 11:00 Hours / Hours / Hours / Hours / 10:00 Student Independent work Intervention / Intervention / Intervention / Intervention / Targeted Support Targeted Support Targeted Support Targeted Support

11:00- Lunch / Recess / Lunch / Recess / Lunch / Recess / Lunch / Recess / 10:00- Teacher check ins or 12:00 Free Play Free Play Free Play Free Play 10:30 Student Independent work

12:00- Synchronous Synchronous Synchronous Synchronous 10:30- Live SEL- counselor 12:30 Morning Meeting / Morning Meeting / Morning Meeting / Morning Meeting / 11:00 Second Step Intro Second Step Second Step Second Step Lesson Follow-up Follow-up Follow-up

12:30- Synchronous Synchronous Synchronous Synchronous 11:00- Live PE Class 1:00 Reading Math Instruction Reading Math Instruction 11:30 Instruction (Whole Group) Instruction (Whole Group) (Shared Rdg) (Shared Rdg)

1:00- Guided Rdg / Guided Math / Guided Rdg / Guided Math / 11:30- Lunch & Free Play 2:00 Small Group Small Group Small Group Small Group 12:30 Intervention Intervention Intervention Intervention Movement Break Movement Break Movement Break Movement Break

2:00- Synchronous Synchronous Synchronous Synchronous 12:30- Specials - 3:00 Math Instruction Reading Math Instruction Reading 1:00 Acc. Ed. (Whole Group) Instruction (Whole Group) Instruction (Shared Rdg) (Shared Rdg)

1:00- Lexia/ 2:00 Imagine Math

2:00- Independent 3:00 Reading/Work- Teacher Choice Boards *In lieu of the daily office hours (M,Tu,Th,F one hour), staff may offer their office hours in the evening for working families *Synchronous Lessons will be recorded so families that cannot have their children attend live teaching sessions still have access to teaching, as students will be required to complete all work. Elementary Proposed UPOLA Schedules- Grades 4 & 5

Monday Tuesday Thursday Friday Wed 4-5

8:30- Synchronous Synchronous Morning Synchronous Morning Synchronous Morning 8:30- Teacher check ins 9:00 Morning Meeting / Meeting / Second Meeting / Second Meeting / Second 9:00 or Student Second Step Intro Step Follow-up Step Follow-up Step Follow-up Independent work

9:00- Synchronous Synchronous Synchronous Reading Synchronous Reading 9:00- Teacher check ins 9:30 Reading Instruction Reading Instruction Instruction Instruction 9:30 or Student (Shared Rdg) (Shared Rdg) (Shared Rdg) (Shared Rdg) Independent work

9:30- Movement Break Movement Break Movement Break Movement Break 9:30- Teacher check ins 10:30 Synchronous Synchronous Guided Synchronous Guided Synchronous Guided 10:30 or Student Guided Rdg / Small Rdg / Small Group Rdg / Small Group Rdg / Small Group Independent work Group Intervention Intervention Intervention Intervention

10:30- Asynchronous Asynchronous Asynchronous Asynchronous 10:30- Live SEL- 11:00 Specials - Acc. Ed Specials - Acc. Ed Specials - Acc. Ed Specials - Acc. Ed 11:00 counselor

11:00- Lunch / Recess / Lunch / Recess / Free Lunch / Recess / Free Lunch / Recess / Free 11:00- Live PE Class 12:00 Free Play Play Play Play 11:30

12:00- Synchronous Math Synchronous Math Synchronous Math Synchronous Math 11:30- Lunch & Free Play 12:30 Instruction Instruction Instruction Instruction 12:30

12:30- Guided Math / Small Guided Math / Small Guided Math / Small Guided Math / Small 12:30- Specials - 1:30 Group Intervention Group Intervention Group Intervention Group Intervention 1:00 Acc. Ed.

1:30- Synchronous Writing Synchronous Writing Synchronous Writing Synchronous Writing 1:00- Lexia/ 2:10 or Sci/SS or Sci/SS or Sci/SS or Sci/SS 2:00 Imagine Math

2:10- Teacher Office Teacher Office Hours Teacher Office Hours Teacher Office Hours 2:00- Independent 3:00 Hours / Intervention / / Intervention / / Intervention / / Intervention / 3:00 Reading/Work- Targeted Support Targeted Support Targeted Support Targeted Support Teacher Choice Boards

*In lieu of the daily office hours (M,Tu,Th,F 50 min), staff may offer their office hours in the evening for working families *Synchronous Lessons will be recorded so families that cannot have their children attend live teaching sessions still have access to teaching, as students will be required to complete all work. Middle School Proposed Schedules

Instructional Day Schedule- MS Abridged Wednesday Schedule Schedule 7:45- Choir OR Students meet Monday, Tuesday, Thursday, Friday 8:45 with teachers 8:50- Band OR Students work 7:45-8:45 Block 1 Live via Zoom) 7:45-8:25 9:50 in Accelerate Ed. Orchestra OR Students Check-in/ Homeroom (Live-via Zoom); 9:55- work on Assignments, 8:45-9:15 Extension of Block 1 X 10:55 meet with teachers 11:00- 9:30-10:30 Block 2 (Live via Zoom) 8:30-9:10 11:30 Lunch 11:30- 10:45-11:15 Lunch X 12:10 Live PE 12:10- LIVE SEL/Counselor 11:30-12:30 Block 3 (Live via Zoom) 9:15-10:05 12:40 Time 12:40- Freckle/AR Time & Acc. 12:45-1:45 Block 4 (Live via Zoom) 10:10-10:50 1:40 Ed.

Intervention Time/ Additional Teacher 1:40- Lexia/Imagine Math 2:00-2:45 Support (Live via Zoom) X 2:40 Time; Other

High School Proposed Schedules

Instructional Day Schedule- HS- Monday, Tuesday, Thursday, Abridged Friday Schedule Wednesday

7:45 - 8:45 Period 1 LIVE via Zoom 7:45-8:25 7:45- Abridged schedule AM 8:55-9:55 Period 3 LIVE via Zoom 8:30-9:10 10:50 11:00- Intervention/Targeted Group, especially PM - 10:00- 10:35 WMCTC students X 11:30 LUNCH Connections: Counselor/Other Teacher Check 10:40-11:00 ins and Announcements X Counselor Activities 11:30-12:15 11:05 - 11:35 Lunch X 11:30- 2:40 11:45 - 12:45 Period Five LIVE via Zoom 9:15-10:05 Independent Student 12:50 - 1:50 Period Six LIVE via Zoom 10:10-10:50 Work Intervention/Targeted Group, especially AM 1:55 - 2:40 WMCTC students X Attachment H ATHLETIC HEALTH AND SAFETY PLAN Summer Voluntary Workout Phase 2: August 17 - September 6 Upper Perkiomen School District Overview COVID-19 is a highly contagious virus that affects the respiratory system and can spread from person to person. The virus that causes COVID-19 is a new coronavirus that has spread throughout the world. Virus symptoms can range from mild (or no symptoms) to severe illness that could require hospitalization. COVID-19 can affect people of all ages.

An individual can become infected by coming into close contact (about 6 feet or two arm lengths) with a person who has COVID-19 since the virus is primarily spread from person to person. Infection occurs from respiratory droplets when an infected person coughs, sneezes, or talks. Infection may also occur by touching a surface or object that has the virus on it, and then by touching your mouth, nose, or eyes.

While it is not possible to eliminate all risk of spreading and contracting COVID-19, current science suggests there are many steps schools can take to reduce the risks to students, coaches, and their families. The Upper Perkiomen School District will take the necessary precautions to ensure the safety of students and staff while following the recommendations of federal, state and local governments as well as the CDC, SLUHN, NFHS and PIAA. As more information becomes available about COVID-19, this plan may be modified and updated.

Summer workouts for all high school fall teams may begin on Monday, July 6 and run through Sunday, September 6. A schedule for voluntary workouts and site locations will be developed by the head coaches in conjunction with the Athletic Director.

Return to Activity Following Inactivity: A thoughtful approach to exercise gives athletes a chance to acclimatize to the temperature and the intensity/duration of practices. This slow ramp up of exercise can decrease the risk of injury and heat illness. Since practices and competitions have been halted, many athletes are deconditioned, putting the athlete at much higher risk for injury if pushed too quickly with high volumes and high intensity. Overtraining, defined as prolonged or excessive repetitive activity or workouts in efforts to “catch up,” does not allow the body to adjust and recover, which can lead to decreased performance and/or increased risk of injury.

High Risk Groups People with a higher risk of COVID-19 should consider delaying their participation in sports and activities given the increased risk. Some of the higher risk categories are:

People at Higher Risk for Severe Illness Individuals who are Pregnant or Breastfeeding

People who are immunocompromised Individuals with Diabetes

Older Adults age 65 and Older Individuals with Chronic Kidney Disease

Individuals with Asthma or Chronic Lung Individuals with Severe Obesity (BMI 40+) Disease

Individuals with HIV Individuals with Liver Disease If there is a concern about the risk associated with participation due to underlying health conditions, the individual should consult their health care provider prior to returning to sports. Point of Contact The primary point of contact for this plan is the Athletic Director. Secondary contacts are the Athletic Trainers.

PPE Requirements All coaches directly interacting with student-athletes must wear face coverings at all times. Any exceptions to this – for medical reasons – must be approved by the Athletic Director.

Athletes should wear masks or face coverings when not actively participating in an activity. Athletes should also wear masks or face coverings when social distancing is challenging. i.e. Sidelines, Dugouts and ATC Room etc.

Pre-Workout Screening When a coach or student-athlete arrives for a workout, ALL will be required to wash their hands for a minimum of 20 seconds (or use hand sanitizer if a handwashing station is not available). Following that, the individual will report to the athletic trainer if onsite, or coach, who will screen each individual. During this screening process, coaches, athletic trainers and student-athletes must be wearing a face covering. Documentation will be done via a paper/computerized form or the use of online documentation. Coaches that perform screenings will keep this documentation and will send it to the athletic trainers to have a backup copy in the medical files. Responses of screening questions for each student-athlete is to be recorded and stored, and may be used to keep a record of everyone present, should a student, coach, or staff member develop COVID-19.

If there is a positive finding or “YES” answer to any of the screening questions, the student-athlete or coach should be isolated and sent home. Parents will be asked to have their student-athlete examined by a medical professional and to provide follow-up documentation that the student-athlete is free from the COVID-19 virus.

As part of this process, the individual conducting the screening will utilize a non-contact thermometer to take the temperature of each student-athlete and coach. If someone registers a temperature of 100.4 or higher, he/she will be isolated for 5 minutes and the temperature will be taken again. Following another 5-minute isolation period, the student-athlete will have a third temperature reading. If the average temperature of the 3 readings is 100.4 or higher, the parent/guardian must be contacted to pick up the student-athlete. At this point, parents will be asked to have the student-athlete examined by a medical professional and to provide follow-up documentation that the student-athlete is free from the COVID-19 virus.

If a student-athlete or coach gets sick, he/she will be isolated and sent home and must follow the student- athlete/coach return to play protocol.

Education Prior to participation in summer workouts, parents will be required to sign an electronic acknowledgement form indicating that they and their child understand the risks of COVID-19 associated with participation. This acknowledgement form must be electronically signed before a student-athlete can begin participation. Included in the form will be information about COVID-19 and safety precautions that can be taken. This will be similar to the education and sign-off forms for concussion and sudden cardiac arrest.

Coaches will encourage any student-athlete who feels sick to remain home.

Signs will be posted in bathrooms and near training facilities emphasizing social distancing and proper hygiene. Social Distancing Coaches and student-athletes must stay 6 feet apart at all times and all activities must be non-contact. Workout and training activities must be organized to allow for this required spacing. This includes student-athletes actively engaged in activity, as well as student-athletes waiting for participation. Coaches will group student-athletes in small pods as appropriate.

In addition, student-athletes should not enter or leave the practice facility together or within 6 feet of each other. Parents picking up student-athletes should remain in their vehicles.

Indoor facilities including, but not limited to gyms, weight rooms, pool, locker rooms and meeting rooms will not be available unless approved by the Athletic Director, with a specific purpose. The only exception to this is the athletic training room will be open for screenings. Athletes will be required to enter from the outside gray doors and exit through the opposite doors and exit the building through the glass doors on the right.

Student-athlete and coach bags, apparel, etc. should be separated 6 feet apart.

Number of Participants Each activity area will be limited to 250 participants (or such other number as the Commonwealth, PIAA or CDC may determine) which includes coaches and student-athletes. Parents, community members and spectators will not be permitted to attend.

Equipment Sanitizing Prior to each workout, all equipment will be sanitized. Student-athletes may not share equipment with one another including athletic equipment, pinnies, etc. Any time equipment is used by one individual, it will be sanitized prior to the next person using that piece of equipment. There will be no shared equipment unless prior approval is given by the Athletic Director and under strict guidelines.

Every team will be provided with a minimum of one spray bottle filled with a sanitizing solution. This will be refilled as needed.

Student-athletes and coaches will be encouraged to wash their hands or use hand sanitizer frequently during training sessions.

Bathrooms A maximum of 2 individuals may be in the bathrooms at any given time. These spaces will be cleaned on a regular basis. Doors to enter these areas will be propped open when possible to allow for air flow.

Weight Room With the weight room being closed, strength training will need to be done using alternative means. When possible, dumbbells, kettlebells etc. may be moved outside with prior approval of the Athletic Director. When using weight room equipment, it will be allocated to one student-athlete at a time. Individuals must remain a minimum of 6 feet apart. All equipment must be wiped down after each use.

Hydration All student-athletes must provide their own water bottles and hydration which should be labeled with the individuals’ name. Student-athletes will not be permitted to participate without water. Water bottles must not be shared. The District will not provide water or the use of coolers during workouts. In addition, water fountains and outdoor hoses will not be available.

Personal Conduct There will be no chewing gum, spitting, licking fingers or eating sunflower seeds. Student-athletes will not be allowed to shake hands, high five one another or fist bump during workouts.

Hygiene At the conclusion of a workout, student-athletes should wash their hands or use hand sanitizer. Student-athletes will be encouraged to shower as soon as they get home from their workout. In addition, student-athletes should be encouraged to wash all garments and equipment after each workout.

Facility Cleaning All facilities utilized during summer workouts will be cleaned and sanitized on a regular basis. The Director of Buildings and Grounds will establish a schedule for cleaning.

Student-Athlete or Coach Who Contracts COVID-19 ​If a student-athlete or coach contracts the COVID-19 virus, the individual must quarantine for a minimum of 14 days. Any individual who was in close contact with the person diagnosed with COVID-19 will be notified and advised on whether the secondary individual must also quarantine by district health professionals.

Following the 14-day quarantine, the individual must have also met the following criteria prior to returning to summer workouts: 1. At least three days (72 hours) have passed since the individual has recovered (resolution of fever without the use of fever-reducing medications) 2. The individual has improvement in respiratory symptoms (i.e. cough, shortness of breath) 3. At least 10 days have passed since the onset of symptoms 4. Written documentation of clearance from a healthcare provider (MD, DO, NP, PA)​

Classification of Sports High Risk - Sports that involve close, sustained contact between participants, lack of significant protective barriers, and high probability that respiratory particles will be transmitted between participants. EX – Football, Water Polo, Wrestling, Cheerleading (stunting)

Moderate Risk - Sports that involve close, sustained contact, but with protective equipment in place that may reduce the likelihood of respiratory particle transmission between participants OR intermittent close contact OR group sports that use equipment that can’t be cleaned between participants. EX – Basketball, Baseball, Field Hockey, Girls Lacrosse, Softball, Soccer, Tennis, Track Jumping Events

Low Risk - Sports that can be conducted with social distancing or individually with no sharing of equipment of the ability to clean the equipment between use by competitors EX – Cross-Country, Track Running and Throwing Events, Swimming, Golf, Sideline Cheerleading

Sport-Specific Accommodations Cheerleading – The focus will be on conditioning and strength training. No stunting will occur. When practicing sideline cheer, student-athletes are to wear a face covering. Student-athletes are to maintain 6 feet apart.

Cross-Country – Runners will remain 6 feet apart from one another. Field Hockey – Focus should be on conditioning and stick work. Players will be assigned their own individual balls. Players should maintain 6 feet apart during skill work. Sticks and gloves should be cleaned after each use.

Football – Groups will be separated into different pods on the field. Quarterbacks will have their own individual balls and will practice throwing into nets. Ball carriers/runners will work on agility and ball security using their own individual football. Offensive lineman will remain 6 feet apart and will work on stances and steps. Defensive lineman will work on stances, starts and redirection skills individually. Linebackers and secondary will work on pass drops and redirection skills. All members of the team will work on speed drills at a safe distance of 6 feet in all directions. Strength training will be done using body weight exercises and medicine balls in shifts with equipment sanitized in between uses. Golf – Players will remain 6 feet apart at all times. Each player should have their own golf balls. Clubs and golf balls should be sanitized frequently. Gloves should be cleaned as appropriate.

Soccer - No practice of throw-ins. Workouts should focus on conditioning and non-contact activities. Student- athletes should be assigned their own individual ball. Soccer balls should be sanitized after each use.

Tennis – Each player hitting around will have their own tennis balls (identified through being labeled, different colors, etc.). Players are permitted to only use balls identified for their personal usage. Tennis balls will be picked up using hoppers or rackets. Balls should be sanitized after each use.

Water Polo – Pool is closed for the summer, no indoor activity. Focus can be on outdoor conditioning and individual ball handling skills. Each player should be assigned their own individual ball that should be cleaned after each use. If any strength training equipment or equipment from the pool is used, it must have prior approval from the Athletic Director, for individual use only and cleaned after each use. Equipment made of exposed foam should not be used.

Adopted June 25, 2020 Attachment I

MARCHING BAND HEALTH AND SAFETY PLAN Summer Voluntary Rehearsals Phase 2 - August 17, 2020 - September 7, 2020 & Ongoing Rehearsals for the Season Upper Perkiomen School District

Overview COVID-19 is a highly contagious virus that affects the respiratory system and can spread from person to person. The virus that causes COVID-19 is a new coronavirus that has spread throughout the world. Virus symptoms can range from mild (or no symptoms) to severe illness that could require hospitalization. COVID-19 can affect people of all ages.

An individual can become infected by coming into close contact (about 6 feet or two arm lengths) with a person who has COVID-19 since the virus is primarily spread from person to person. Infection occurs from respiratory droplets when an infected person coughs, sneezes, or talks. Infection may also occur by touching a surface or object that has the virus on it, and then by touching your mouth, nose, or eyes.

While it is not possible to eliminate all risk of spreading and contracting COVID-19, current science suggests there are many steps schools can take to reduce the risks to students, staff, and their families. The Upper Perkiomen School District will take the necessary precautions to ensure the safety of students and staff while following, to the best of our ability, the guidance and recommendations of federal, state and local governments as well as the CDC, WHO, SLUHN, and other available guidance. As more information becomes available about COVID-19, this plan may be modified and updated.

Summer Marching Band Rehearsals for all high school marching band members may begin on Tuesday, July 14 and run through Sunday, August 16-- specifics include: - Percussion Mini-Camp, scheduled for July 22-24-- students would have to be inside for a majority of the rehearsals (20 percussionists, plus 2-3 staff members) - Students rehearse on the auditorium stage as a group and in the band room as needed - Masks will be worn when students are not actively participating in the rehearsal - Band Camp, scheduled on August 3-7 and August 10-12. - Large group rehearsal (39 students) is held in the band room. The choir room will also be utilized to maintain social distancing. Percussion (20 students) section stays on stage. Color guard (4 students) members are in shaded areas outside. - Chairs will be spread apart to effectively keep students distanced. - Masks will be worn when students are not actively participating in the rehearsal. - When the entire group is outside, students are to have masks on except for when actively participating in the rehearsal. The field show is being written so students can remain a safe distance apart while performing. - August Preseason Schedule - Mon. August 17 6:00 - 8:00 pm - Thurs. August 20 3:00 - 5:00 pm - Mon. August 24 6:00-8:00 pm - Thurs. August 27 3:00-5:00 pm - Brass sectional for music is held in the band room (20 students). The choir room is used for woodwinds (15 students). Percussion (20 students) section stays on stage. Color guard (3 students) members are in shaded areas outside. - Chairs will be spread apart to effectively keep students distanced. - Masks will be worn when students are not actively participating in the rehearsal. - When the entire group is outside, students are to have masks on except for when actively participating in the rehearsal. The field show is being written so students can remain a safe distance apart while performing. - ***Most of rehearsals at this point is outside to learn and rehearse drill with music*** - School Year Schedule-- Monday nights ONLY - Starting Mon. August 31- 6:00-8:00 pm - Large group rehearsal outside for the majority of the time

A schedule for rehearsals and site locations will be developed by the Band Director in conjunction with the Athletic Director and Principal.

**Please see the timing of rehearsal dates above, included at the end of this document.**

High Risk Groups People with a higher risk of COVID-19 should consider delaying their participation in sports and activities given the increased risk. Some of the higher risk categories are:

People at Higher Risk for Severe Illness Individuals who are Pregnant or Breastfeeding

People who are immunocompromised Individuals with Diabetes

Older Adults age 65 and Older Individuals with Chronic Kidney Disease

Individuals with Asthma or Chronic Lung Individuals with Severe Obesity (BMI 40+) Disease

Individuals with HIV Individuals with Liver Disease If there is a concern about the risk associated with participation due to underlying health conditions, the individual should consult their health care provider prior to returning to sports.

Point of Contact The primary point of contact for this plan is the Band Director. Secondary contact is the High School Principal.

PPE Requirements On July 1, 2020, PA Secretary of Health, Dr. Rachel Levine, signed an order for mandatory face coverings for anyone over the age of 2 years old when outside the home. As a result and until further notice or a change of the current order in place, all directors and students must wear a mask or face covering in compliance with the order for all on campus rehearsals and Band Camp activities - both inside the school and outside of the building. In the guidance that was issued to clarify the impact on athletics and activities, the following FAQ was shared with school districts:

Does the Order apply to athletes and sports activities? Yes. Everyone must wear a face covering, such as a mask, unless they fall under an exception. Coaches, athletes and spectators (Directors and Students) must wear face coverings unless they are outdoors and can consistently maintain social distancing of at least 6 feet. Athletes (Students) are not required to wear face coverings while actively engaged in workouts and competition that prevent the wearing of face coverings, but must wear face coverings when on the sidelines, in the dugout, etc. and anytime 6 feet of social distancing is not possible. https://www.governor.pa.gov/newsroom/gov-wolf-sec-of-health-signs-expanded-mask-wearing-order/

Pre-Rehearsal Screening When a director or student arrives for a rehearsal, ALL will be required to wash their hands for a minimum of 20 seconds (or use hand sanitizer if a handwashing station is not available). Following that, the individual will report to the director, who will screen each individual. During this screening process, directors and students must be wearing a face covering. Documentation will be done via a paper/computerized form or the use of online documentation. Directors that perform screenings will keep this documentation. Responses to screening questions for each student is to be recorded and stored, and may be used to keep a record of everyone present, should a student, director, or staff member develop COVID-19.

If there is a positive finding or “YES” answer to any of the screening questions, the student or director should be isolated and sent home. Parents will be asked to have their student examined by a medical professional and to provide follow-up documentation that the student-athlete is free from the COVID-19 virus.

As part of this process, the individual conducting the screening will utilize a non-contact thermometer to take the temperature of each student and director. If someone registers a temperature of 100.4 or higher, he/she will be isolated for 5 minutes and the temperature will be taken again. Following another 5-minute isolation period, the student-athlete will have a third temperature reading. If the average temperature of the 3 readings is 100.4 or higher, the parent/guardian must be contacted to pick up the student. At this point, parents will be asked to have the student examined by a medical professional and to provide follow-up documentation that the student is free from the COVID-19 virus.

If a student or director gets sick, he/she will be isolated and sent home and must follow the student/director return to play (participate) protocol.

Education Prior to participation in summer rehearsals, parents will be required to sign an electronic acknowledgement form indicating that they and their child understand the risks of COVID-19 associated with participation. This acknowledgement form must be electronically signed before a student can begin participation. Included in the form will be information about COVID-19 and safety precautions that can be taken. This will be similar to the education and sign-off forms for concussion and sudden cardiac arrest that are a part of the PIAA protocols for athletics.

Directors will encourage any student who feels sick to remain home.

Signs will be posted in bathrooms and near training facilities emphasizing social distancing and proper hygiene. Social Distancing Directors and students must stay 6 feet apart at all times. Rehearsals and Band Camp activities must be organized to allow for this required spacing. This includes students actively engaged in activity, as well as students waiting for participation or during a break.

Directors will group students in small pods as appropriate.

In addition, students should not enter or leave school together. Parents picking up students should remain in their vehicles.

Indoor facilities including, but not limited to the band room, choir room, instrument storage, stage area, and stage bathrooms will be available for use during percussion sectionals (July 22-24) and band camp in August. When inside, multiple locations will be used to keep students properly socially distanced.

Student and director bags, instruments, etc. should be separated 6 feet apart.

Number of Participants Each activity area will be limited to 250 participants (or such other number as the Commonwealth, County or CDC may determine) which includes directors and students. Parents, community members, and spectators will not be permitted to attend.

Equipment Sanitizing Prior to each rehearsal, all equipment and school instruments will be sanitized. Percussion instruments that are too large to transport home every day will also be sanitized at the end of each rehearsal.

Students will not share equipment with one another including instruments and music, etc. Band students each have their own instrument that will be taken home each day and brought back to school the following day for rehearsal. Time will be given at the end of each rehearsal for students to sanitize their own instrument mouthpiece before packing into their cases (spray is provided in the band room).

Students and directors will be encouraged to wash their hands or use hand sanitizer frequently during rehearsals.

Bathrooms A maximum of 1 individual may be in each of the stage bathrooms at any given time. These spaces will be cleaned on a regular basis. Doors to enter these areas will be propped open when possible to allow for air flow and to remove touching of the door handle.

Hydration All students must provide their own water bottles for hydration which should be labeled with the individuals’ name. Students will not be permitted to participate without water. Water bottles must not be shared. The District will not provide water or the use of coolers during camp. In addition, water fountains and outdoor hoses will not be available.

Personal Conduct There will be no chewing gum, spitting, licking fingers or eating sunflower seeds. Students will not be allowed to shake hands, high five one another or fist bump during rehearsals. Hygiene At the conclusion of a rehearsal, students should wash their hands or use hand sanitizer. Students will be encouraged to shower as soon as they get home from their rehearsal. In addition, students should be encouraged to wash all garments and equipment after each rehearsal.

Facility Cleaning All facilities utilized during summer rehearsals and Band Camp will be cleaned and sanitized on a regular basis. The Director of Facilities and Operations in consultation with the Head Custodian will establish a schedule for cleaning.

Student or Director Who Contracts COVID-19 ​If a student participant or director contracts the COVID-19 virus, the individual must quarantine for a minimum of 14 days. Any individual who was in close contact with the person diagnosed with COVID-19 will be notified and advised on whether the secondary individual must also quarantine by district health professionals.

Following the 14-day quarantine, the individual must have also met the following criteria prior to returning to summer workouts: 1. At least three days (72 hours) have passed since the individual has recovered (resolution of fever without the use of fever-reducing medications) 2. The individual has improvement in respiratory symptoms (i.e. cough, shortness of breath) 3. At least 10 days have passed since the onset of symptoms 4. Written documentation of clearance from a healthcare provider (MD, DO, NP, PA)​

Specific Accommodations and Marching Band Summer Rehearsal Times

Marching Band-- Students have their own instruments and set of music. Music rehearsals can be broken into small group sectionals keeping students at a 6 foot distance. Band Front members have their own set of flags and do not share with one another.

Summer Rehearsals Tuesdays Starting July 21 6-8:00pm July 21, 28

Band Camp--- usually held inside (music) and outside (drill-learning) August 3-6 9:00am-12:00pm 6:00pm-9:00pm

August 7 9:00am-12:00pm

Additional Rehearsals (Before school starts- mostly outside) Mon. August 10 6:00-8:00 pm Thurs. August 13 3:00-5:00 pm Mon. August 17 6:00 - 8:00 pm Thurs. August 20 3:00 - 5:00 pm Mon. August 24 6:00-8:00 pm Thurs. August 27 3:00-5:00 pm School Schedule (mostly outside)-- Beginning August 31st: Monday nights ONLY Mondays 6:00 - 8:00 pm Attachment J yeG+ LE Education

STAFFING AGREEMENT This PersonnelStaffing and Recruitment Services Agreement(hereinafter "Agreement") is entered into between Upper Perkiomen School District (hereinafter "Client") and General Healthcare Resources, LLC d/b/a GHR Education (hereinafter "GHR"), effective date of signature. Because GHR is in the businessofrecruiting employees (hereinafter “Personnel’”) and referring them to work with Clients throughout the United States and because the Client may be in need of Personnelto staff the Client or Clients (see attached for a completelisting of Clients covered by this agreement if applicable), therefore, the Client and GHR do hereby agreeas follows:

SCOPE OF WORK Client from time to time may need assistance from GHR to source and place contract academic professionals, or Personnel, on contract assignments,including, but not limited to, clinical and non-clinical personnel. These caninclude, butis not limited to paraprofessionals, teachers, teaching assistants, nurses, counselors, teachers’ aides, psychologists, therapists (including SLP, PT, PTA, OT and COTA), as well as other academic professionals as they are needed. GHR’s DUTIES 1. To provide Personnel, who are employed by GHR to the Client to function as staff for the Client. In no way are GHR employees affiliated with Client, and atall times are under the sole employment of GHR. GHR employeesare noteligible for Client benefits, including but not limited to, Pension and Health Insurancepolicies. 2. To provide Personnel,to fill the specific position(s) and shift(s) that the Client requires and indicates. 3. GHR will follow all Federal and State specific Department of Education guidelines and requirements and will provideall documentation and clearancespriorto start date. 4. To provide Professional Malpractice and General Liability Insurance in the minimum amount of One Million Dollars ($1,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00) in the annual aggregate and Workers’ Compensationin at least the minimum amount required under applicable State law for all supplemental Personnel provided by GHR to Client under this Agreement. Client acknowledges that GHR’s Professional Liability Insurance Policies are written on a “claims made” basis. GHR shall continuously maintain such insurance during the term of this Agreement. 5. To verify United States citizenship and maintain all documents required by the Immigration and Control Act of 1986. 6. General Healthcare Resources, LLC is an Affirmative Action/Equal Opportunity Employer. In connection with the performance of work under this Agreement and in accordance withall applicable civil and state laws, not to discriminate against any employee or applicant for employment because of race, color, religious creed, disability, marital status, ancestry, national origin, sexual orientation, age, sex, veteran status, genetic predisposition, or any other class protected by law. GHR shall comply, and shall ensure that GHR’s employees and independent contractors comply, with Client’s nondiscrimination policies and procedures andall applicable Federal and State laws and regulations in the performanceofits duties under this Agreement. 7. GHR hereby represents and warrants that it is not now, and at no time has been, excluded from participation in any Federal healthcare programs, including Medicare and Medicaid. GHR agrees to immediately notify Client of any threatened, proposed,or actual exclusion from participation in any Federal healthcare program, including Medicare and Medicaid.

oe To assign a GHR representative to be available to Client for consultation as needed. 9. Following receipt of Client's documentation of unsatisfactory performance or conduct, GHR agrees to dismiss or reassign any Personnel. Nothing herein shall interfere or abridge Client’s right to immediately suspend and/or terminate any Personnel for any reason associated with unsatisfactory performance or violation of any Client rule or regulation that has been previously provided to GHR. 10. HIPAAPolicy - As a Business Associate of the Client, GHR acknowledges andassures that it maintains a HIPAA Policy with each of its employees, and each of GHR’s agents, representatives, officers and employees will comply with GHR’s HIPAAPolicy, and shall agree to safeguard each patient’s medical information according to GHR’s policies. 11. FERPA AND HIPAA — GHR shall observe any andall requirements that may pertain to FERPA or HIPAAasit relates to student records and shall comply with Client’s policies, state, and federal law regarding the same. To the extent required by law, GHR shall protect the privacy and provide for the security of Protected Health Information (PHI) disclosed to GHR as theresult of providing services pursuant to this Agreement in compliance with the Health Insurance Portability and Accountability Act of 1996, as amended, and regulations promulgated thereunder by the United States Department of Health and human Services. GHR may use and/or disclose PHI received by GHR solely for the purposes of providing the services pursuant to this Agreement, and GHR shall not use or further disclose Client’s PHI other than as permitted or required by this Agreement or as required by law. GHR shall use appropriate safeguards to prevent uses or disclosures of Client’s PHI that are not provided for in this Agreement, and GHR shall maintain a comprehensive written information privacy and security program that includes administrative, technical, and physical safeguards appropriate to the size and complexity of GHR’s operations and the nature and scopeofits activities so as to protect PHI and student-protected FERPA information. 12. Privacy and Confidentiality Policy - GHR is committed to maintaining the privacy, confidentiality and security of personal and other sensitive information of Client. This includes online privacy and appropriate physical security of records and security

un A Assignment; Both this Client confidentiality Confidential For Access provided as Any terminated

Secretary delivered, Notices This Contract Agreement.

to GHR

expenses Client Agreement. as

Provide to Client Indemnity Provide

liabilities, expenses GHR as

pay and All Agree liabilities, for GHR’s address contacted in Client misconduct To

involving applicable To collected, safeguards impose perform follows:

using

a a notify which Agreement amounts notify a any

provides

result result notice Agreement parties

period

agrees and collection

may to

agrees and agrees

to incident any GHR

GHR are GHR’s GHR’s compensate hereunder

of incident GHR Term a sent

Books, stored

by any of

services of

responsibilities

deficiencies deficiencies by

its are an or

not for finance of

either

Notwithstanding Notwithstanding Health General

future to of

payable the

shall the

a to Parties Information

duties caused GHR’s signed invoice other to Personnel appropriate of

by caused of shall valid

and computer

assign indemnify, of four

employees automated

indemnify,

negligent, negligent, the

provide or patient nationally-recognized efforts, GHR’s

Documents

to to comply concerns. were books, and by charge

communication recorded. party, in years Healthcare

timecards exemption

any any

GHR by by be unless Director Bound

number by this GHR, a

Human

or or

related any safe in provided rendered Client

until

suit,

suit, any GHR

employees. and for giving

documents

judgements judgements equal after biometric

Agreement defend GHR with for effect

with

willful, willful,

this defend

agreed breach of manner in

services this Services,

any

breach

network

investigation, investigation, the and by of accordance with information. the are Resources, certificate. the to Personnel all thirty representative

from

indemnification, indemnification, requested an entire Human

by and

without and 10%

Records

or or and due upon expiration by

necessary of federal time

authorized of written GHR. or and

Once

intentional

intentional

save this the either rendered (30)

in systems. (“Claims”), (“Claims”), save

overnight this within its of debt the to the records clock Resources date |

deduction Agreement needed LLC, with Client

writing the Personnel. Client days written

MISCELLANEOUS Agreement and

Comptroller GHR

rights

claim li or claim has notice party and outstanding or forty-five Client’s of system. representative applicable as immediately

its This been written state 2250 termination

of

conduct conduct agrees

delivery harmless

sufficient harmless

nothing nothing

by or to established or by the

notification including,

of including, GHR CLIENT’s

execution by

or the proceeding,

to proceeding,

obligations policy paid both laws Hickory any

satisfaction. by setoff notice discuss to General other (45) Client,

that Client

balance

of of

service, shall

United shall in

notify GHR parties.

employee

from, from, and direction,

are

Client,

GHR, applies of full and of days in and

will but

of but Road,

for

or

require require of this has what the

DUTIES regulations against, the

all or to necessary GHR hereunder

such

against,

which which States

and

its arising provide or

PROVISIONS a not

Should not including

be arising from the signed GHR.

proposed its Client minimum

been Agreement, to mailed, Suite related information Client in

measures agents,

termination

are

are agents,

within limited

limited GHR

United

Client all government writing the

provided

for for Client

attachment(s). out each 240,

in

business out to starting without

and

suffered, suffered, agrees invoice

postage to

all

and and incident

verify

to or 24 writing,

period of

States

or

to,

of

to, indemnify Monday Plymouth

will applicable indemnify and to

GHR employees. default with

hours

Client’s

employees.

GHR’s

in in to

and

reasonable reasonable the regulations to

the

respect respect information orientation will the or date prepaid, be of date

pay

sustained, sustained, an all within shall evidence of any nature one prior on taken other morning be

appropriate performance any

as performance bylaws,

for Meeting, Client

for GHR this state of all make

deemed

of of (1)

stated party. all registered 24 written Personnel invoice their

and

attorney’s attorney’s

to all agreement year in available,

costs

incurred incurred

taxes, for

of for

hours regardless by resolve

to

claims, claims, extent effect rules, on duly PA

unsatisfactory any

assure to any 9:00AM

and

of of discrepancies consent and GHR the have unless of of or 19462,

and its

authorized

Claims

its Claims actions, from continues regulations

certified

fees

fees

or or

n immediate any actions, legal the applicable GHR the any each

contact; of

been required

upon

required

obligations obligations or of time

Client

and

and

that that agree specific

costs Attn: format fees job shall employee’s GHR. to

given

damages, damages, request

until

other

other

arise arise performance representatives, mail,

and to associated description to of Client Controller. regarding is have

GHR to time.

not or the tax

occurrence when

be be it GHR

participate

under under the

addressed

costs

costs

or

or how issues to from has

services

paid paid invoice exempt

will

losses, losses,

accrue accrue

right ability

this this hand short been may

with

it

and and and

the the

by by be or

or is assign this Agreementandits rights and obligationsto a third party, including in connection with (i) an assignment to GHR’sparent corporation, GHR Healthcare, LLC (‘Parent’) or any ofits subsidiaries or affiliates or (ii) an assignment to a third party who acquiresall or substantially all of Parent’s assets whether through purchase, merger or otherwise. Upon anyvalid assignment, this Agreementwill be binding upon and will inure to the benefit of the parties and their respective successors and assigns.

8. Remedies For Nonpayment If the Client does not pay GHR through no fault of GHR, within seven (7) days from the time payment should be made as provided in this Agreement, GHR may, without prejudice to any other available remedies, upon seven (7) additional days’ written notice to the Client, stop the Workof this contract until payment of the amount owing has been received. The compensation dueshall, by appropriate Modification, be increased by the amount ofthe GHR's reasonable costs of demobilization, delay, remobilization, late fees and counsel fees.

9. No Waiver The waiver by either party of any breach or violation of any provision of this Agreement will not operate as, or be construed to constitute, a waiver of any subsequent breach of the sameor any other provision hereof.

10. Workers Compensation The Client’s obligation to defend, indemnify and hold GHR harmless shall not be limited or restricted by the amount or type of damages, compensation or benefits payable under any workers’ compensation,disability benefit or other employee benefit acts. Said obligation to indemnify and defend GHR includes, but is not limited to, claims wherein Clientis required to indemnify GHR from liability for GHR’s alleged acts and/or negligence which result in harm to the Client or agents, employees, officers and representatives of the Client. In such event, the Client waives the protections of the Workers’ Compensation Act.

11. Waiver of Subrogation Tothe extent permitted by law, Client waivesall rights of recovery or Subrogationandall claims against GHR andits agents, servants, representatives, employees and officers to the extent those claims are covered by Insurance obtained, whether or not those claimsare out of the negligence, strict liability or other actions or inaction’s of GHR orits agents, servants, representatives, employees and officers.

To the extent permitted by law, GHR waivesall rights of recovery or Subrogation andall claimsagainst Client and its agents, servants, representatives, employees and officers to the extent those claims are covered by Insurance obtained, whetheror not those claimsare out of the negligence,strict liability or other actions or inaction’s of Client or its agents, servants, representatives, employees and officers.

12. Limitation of Liability With the exceptionofthe parties’ indemnification obligations set forth above, in no event, including, without limitation, negligence or any other theory of liability, shall GHR, its subsidiaries, attorney's, affiliates, agents, officers, directors, employees, partners, or suppliers be liable to the Client, its employees, agents, officers, directors, employeesor partners, or any third party for any special, punitive, incidental, indirect, exemplary or consequential damages of any kind.

With the exception of the parties’ indemnification obligations set forth above, in no event, including, without limitation, negligence or any other theory ofliability, shall Client, its subsidiaries, attorney's, affiliates, agents, officers, directors, employees, partners, or suppliers be liable to GHR, its employees, agents, officers, directors, employees orpartners, or any third party for any special, punitive, incidental, indirect, exemplary or consequential damages of any kind.

_ 13. Section Headings Thesection headings in this Agreement are for convenience only and will not affect its interpretation.

14. Entire Agreement This Agreementandall attachments and exhibits set forth all of the promises, covenants, agreements, conditions and undertakings between the signing parties with respect to the subject matter of this Agreement, and shall supersede all prior written or oral understandings between the Client and GHR.

15. Survival hents obligations pursuant to Articles 1 and 6 shall survive the termination of this Agreement. the Parches 16. Governing Law; Venue This Agreementandall of the rights and obligations of the parties hereto will be construed, interpreted and applied in accordance with and governed by and enforced underthe laws of the Commonwealth of Pennsylvania. The parties hereto agree that Court of CommonPleas, Phitedelphia, will be the proper place of venue for suit on or in respect of this Agreement. Montyomery uv 17. No Construction Against Drafter No inferencein favorof or against either party to this Agreement shall be drawn from the fact that such party has drafted any portion of this Agreement.

18. Execution This Agreement may be executed in counterpart and delivered by facsimile or email pdf and same shall, when taken together, constitute a good, binding and fully executed Agreementproperly delivered.

In consideration of the mutual promises set forth herein, both parties do adopt this Agreement.

General Healthcare Resources, LLC Upper Perkiomen School District d/b/a GHR Education 2229 E. Buck Road, Suite 2 2250 Hickory Road, Suite 240 Pennsburg, PA 18073 Plymouth Meeting, PA 19462

Signature Signature

Print Print

Title Title

Date Date ATTACHMENT SCHOOL STAFFING FEE SCHEDULE

1. Client agrees to pay GHRfees as follows:

NURSING RN LPN

Hourly Rate $53.00 $43.00

EDUCATION Para Hourly Rate $22.50

THERAPY PT OT SLP Hourly Rate $72.00 $72.00 $72.00

Overtimebill rate is time and one-half for all hours worked by GHR employee overforty (40) hours in any given week. e Mandatory In-service days,orientations, or professional development days will bebilled at standardrate.

2. Cancellations Client agrees to provide GHR with at least two (2) hours prior notification before canceling any previously confirmed per diem assignment. Cancellations of any per diem assignmentwith less than the requested prior notification to GHR, will result in a two (2) hour charge to Client at the appropriate scheduled rate. Client also agrees to provide GHR two (2) weeks’ prior notification before canceling any ongoing or contract assignment. Cancellations of any ongoing or contract assignment with less than the requested prior notification to GHR, will result in a two (2) weekchargeto Client at the appropriate scheduledrate. Ifa shift is cancelled during an ongoing or contract assignment, GHR will bill the client the total hours of the scheduled shift.

3. Direct Placement Policy and Non-Switch Policy In consideration of GHR's efforts to locate and assign Personnel under this Agreement, Client agrees not to employ any Personnel referred by or scheduled through GHR for a period of one year from referral, receipt of resume, shift confirmation, or last date worked at Client through GHR withoutfirst paying GHR direct placement fee. Upon hiring any of GHR's Personnel, Client agrees to pay GHR the following fee schedule within thirty (30) days of candidate’s start date, including all applicable state taxes, unless Client is tax exempt and provides a valid exemptioncertificate.

e All Positions - 22.5% of first year’s annual compensation at Client, including any shift differentials, and sign on bonuses. Any Personnel hired by CLIENTsolely for direct placement through a GHR referral shall be guaranteed for a period ofthirty (30) days from their start date. Should any GHR referred Personnel terminate employment for just cause or becometerminated for just cause within thefirst thirty (30) day period, GHR will replace the Personnel free of charge within sixty (60) days or refund 100% of the placementfee.

If GHR’s Personnelis currently working, or has worked for client through GHR withinthe last 365 days,that particular Personnel shall remain GHR Personnel and cannot work at any CLIENTlocation through any other agency for a period of one year from the last date worked through GHR.Should such event occur, the CLIENTwill be charged the applicable Transitional Placement fee.

Signature Signature

Print Print

Title Title

Date Date Attachment K Planned Maintenance Agreement Proposal for the:

Upper Perkiomen Middle School

Prepared for:

Doug Kenwood, FMP Director of Facilities and Operations Upper Perkiomen School District 2229 E Buck Road Pennsburg, PA 18073

May 26, 2020

Submitted by:

Company Name: McClure Company Company Address: 4101 North Sixth Street, Harrisburg, PA 17110 Contact Person: Don Marangoni, Account Executive (717) 856-7591 (phone) (717) 236-5239 (fax) Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

TABLE OF CONTENTS

BENEFITS OF PLANNED MAINTENANCE ...... 3 MCCLURE COMPANY BUILDING SERVICES PLANNED MAINTENANCE AGREEMENT ...... 5 MCCLURE COMPANY PLANNED MAINTENANCE SCOPE ...... 6 PRICING ...... 7 Base Program ...... 7 Options ...... 7 ACCEPTANCE ...... 7 INVENTORY ...... 10 TASKING ...... 12

PAGE 2 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

BENEFITS OF PLANNED MAINTENANCE

The McClure Company Planned Maintenance Agreement is the optimum choice for ongoing maintenance of HVAC equipment. This program is customized to meet all the unique requirements of specific HVAC environments. Our customers experience many benefits from a well-designed and implemented programmed maintenance program such as the one we are offering here.

McClure Company maintenance program is designed to help you reduce the cost of operating and maintaining your HVAC systems. Studies have shown that our type of maintenance program can help you:

 Avoid expensive downtime, employee productivity losses, or tenant turnover  Avoid utility waste costs by up to 5-20%  Extending the useful life of your equipment by 20% or more  Reduce administrative costs associated managing HVAC services

Our goal is to help you control your overall maintenance costs via an optimum blend of predictive, diagnostic, and scheduled maintenance tasking services. With a Planned Maintenance Agreement, our customers receive the following benefits:

Energy Dollar Savings Planned maintenance keeps equipment in peak operating condition, thereby reducing energy consumption. Our program will provide the proper maintenance tasking procedures that will include cleaning all heat transfer surfaces and calibrating your equipment to operate at peak performance.

Operating Cost Saving Our program will save you money in two ways. Since McClure Company is part of the MB Mechanical, LLC Energy Contractor Support System network, you benefit from our ever-growing economies of scale, which attracts huge purchasing discounts from major equipment manufacturers and support material vendors. This aggregated buying power allows us to give you the lowest possible price while still providing the highest quality and most efficient services and support systems available. As we implement this Planned Maintenance Program, system efficiency is returned to an optimum level, and operating costs and productivity losses are reduced to a minimum.

Elimination of Expensive Down Time Proper functioning equipment means money in your pocket. This Planned Maintenance Program provides the manufacturers recommended maintenance tasking procedures for your equipment on a predetermined schedule. Our program reduces equipment failures, and costly equipment downtime while increasing employee productivity.

Extending Equipment Life McClure Company Planned Maintenance Program keeps your equipment in optimum condition. This

PAGE 3 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020 maintenance program is custom tailored to increase the life expectancy of your equipment over that of improperly maintained equipment. This results in the deferral of costly replacement expenditures.

Improved Indoor Air Quality This program is designed to allow your equipment to operate within the original design environmental specifications they were engineered to provide. The first line of defence against possible perceived or real environmental complaints is proof of a verifiable maintenance program that provides for proper ventilation, filter changes, and comfort control. Our program will help you meet these challenges while providing an environment that is healthy for your occupants.

Increased Comfort Control Consistent comfort control keeps your occupants’ happy which studies have shown increases productivity levels to peak performance. Planned Maintenance Performed Around Your Schedule. We have incorporated your business and technical requirements into this maintenance program. Our call center automatically dispatches the manufacturers recommended maintenance tasking procedures for your equipment on a predetermined schedule that best meets both your business and your equipment requirements.

Guaranteed Priority Emergency Service Response Our Planned Maintenance Program has continuously proven to reduce emergency or trouble calls. However, when one does occur, you will receive our highest priority response. McClure Company responds to emergency service or trouble calls even during peak periods within two (2) hours or less of your call.

COSTARS McClure Company offers facility service agreements which include 24/7 emergency response by highly trained technicians who use state of the art equipment and methods. Our Guaranteed Maximum Price (GMP) model provides fully transparent costs, extended equipment warranties and many other money-saving benefits. We work with a variety of agencies to quickly respond to their mechanical needs and support the PA COSTARS program.

#008-376

PAGE 4 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

MCCLURE COMPANY BUILDING SERVICES PLANNED MAINTENANCE AGREEMENT

Upper Perkiomen School District Middle School Description of Coverage

Basic Plus Inspection and Testing Services Contractor provides labor, supervision, testing devices, travel expenses required to visually inspect and test the equipment or systems designated herein to determine operating condition and efficiency.

Operation and Efficiency Program Contractor provides labor, supervision, equipment, tools, travel and expenses required to regularly and systematically examine, clean, align, adjust, test, tighten, lubricate the equipment or systems designated herein to extend equipment life and maximize safe and efficient operation and energy savings.

Our Planned Maintenance Program has continuously proven to reduce emergency or trouble calls. However, when one does occur, you will receive our highest priority response with a Planned Maintenance Agreement in place.

Equipment Middle School:  (14) Outdoor air handling units; (10) include energy recovery.  (1) Energy Recovery Unit for gymnasium.  (1) Make up air unit serving kitchen.  (1) Refrigerator condensing unit.  (1) Freezer condensing unit.  (7) Ductless mini-split units.  (3) Condensing boilers.  (2) Domestic hot water heaters.  (2) Air cooled chillers.  (4) Chilled water pumps.  (2) Hot water pumps

PAGE 5 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

Scope  All equipment to receive (1) spring/summer and (1) fall/winter inspection (tasking outlined in tasking section of this proposal).  Filter purchase and labor for filter changes by UPSD.  Belts for air handling equipment as applicable purchased by UPSD. Labor to replace as needed by McClure.  Air handlers with energy recovery wheels to receive basic cleaning including sweeping media while wheel remains installed in unit. Comprehensive cleaning which requires removal of wheel is not included in this proposal, and will be priced separately. We will provide recommendations on comprehensive cleaning frequency once onsite.  Air cooled chillers: o VSD glycol change is not included within this proposal. Manufacturer requirements are to change VSD glycol once per 5 years. This task to be priced separately or added into future service Agreement. o Annual oil analysis is included. o Refrigerant if required is not included within this proposal and will be priced separately if found to be required.  Boilers: o Include annual combustion analysis, and annual replacement of gaskets, flame rods, igniters. o Includes annual cleaning of burner mesh and condensate trap (replace lime every two years).  Partner with UPSD for tasking entry into future CMMS.

PAGE 6 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

PRICING

PRICING BY YEAR

BASE PROGRAM – 1 YEAR

Year Annual Price July 1, 2020 – June 30, 2020 $22,998

OPTIONS

Option 1: Three (3) Year Agreement

YEAR Annual Price July 1, 2020 – June 30, 2020 $22,538 **Reflect 2% discount for 3-year Agreement July 1, 2021 – June 30, 2022 $23,214 July 1, 2022 – June 30, 2023 $23,910 Total 3 Years $69,662

Option 2: Add comprehensive deep cleaning of heat wheels to Option 1 (3) Year Agreement Pricing:

YEAR Annual Price July 1, 2020 – June 30, 2020 $28,428 **Reflect 2% discount for 3-year Agreement July 1, 2021 – June 30, 2022 $29,281 July 1, 2022 – June 30, 2023 $30,159 Total 3 Years $87,868 ACCEPTANCE Pricing Valid for 60 days from date

McClure Company Upper Perkiomen School District Name: Don Marangoni Name______Title: Account Executive Title______Date: 05/26/2020 Date______COSTARS: 008-376

PAGE 7 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

TERMS AND CONDITIONS

1. For the purposes of this Agreement the capitalized terms set forth herein shall have the following meanings: A. "Agreement" means this maintenance agreement including all appendices, attachments and amendments thereto. B. "Contractor" means McClure, its subcontractors at any tier, subsidiaries and affiliated companies. C. "Customer" means any commercial or industrial business prospect receiving a Proposal or signatory to this Agreement for the Services to be performed by Contractor. D. "Manufacturer" means a third party firm whose equipment, systems, or parts are installed in Customer's facilities on which Contractor's Services are performed under this Agreement. E. "Proposal" means a written offer by Contractor to Customer to perform the Services under the terms and conditions of this Agreement. F. "Schedule or Interval" means the time(s) sequence or frequency of Services performed by Contractor under this Agreement. G. "Service Report" means a standard written format used by Contractor to explain the Services performed by Contractor under this Agreement. H. "Services" means all the obligations, duties and responsibilities described in this Agreement performed by Contractor on designated equipment or systems of Customer. 2. In case of any failure to perform its obligations under this Agreement, Contractor's liability is limited to repair or replacement at its option, and such repair or replacement shall be Customer's sole remedy. This warranty is conditioned upon proper operation and maintenance by Customer and shall not apply if the failure is caused or contributed to by accident, alteration, abuse or misuse, and shall not extend beyond the term of this Agreement. EXCEPT AS PROVIDED HEREIN, THERE ARE NO WARRANTIES, STATUTORY, EXPRESS OR IMPLIED (INCLUDING MERCHANTABILITY AND FITNESS FOR PURPOSE) IN CONNECTION WITH THE SERVICES PERFORMED HEREUNDER; AND SOLE AND EXCLUSIVE REMEDY OF THE CUSTOMER FOR FAILURES OR DEFECTS IN THE SERVICES PERFORMED SHALL BE LIMITED TO THOSE EXPRESSLY PROVIDED IN THIS AGREEMENT. 3. Customer shall permit Contractor free and timely access to areas and equipment, and allow Contractor to start and stop the equipment as necessary to perform required Services. All planned Services under this Agreement shall be performed during Contractor's normal working hours. 4. The Agreement prices are conditioned upon the system(s) covered being in a maintainable condition. If the initial inspection or initial seasonal start-up indicates repairs are required, a firm Proposal will be submitted for Customer's approval. Should Customer not authorize the repairs, Contractor may either remove the unacceptable system(s), component(s) or part(s) from its scope of responsibility and adjust the annual Agreement price accordingly or cancel this Agreement. The Agreement prices are subject to adjustment on each term extension to reflect increases in labor, material and other costs. 5. Customer shall be responsible for all taxes applicable to the Services and/or materials hereunder. 6. Customer shall promptly pay invoices within 30 days of receipt. Should a payment become 30 days or more delinquent, Contractor may stop all Services under this Agreement without notice and/or cancel this Agreement, and the entire Agreement amount shall become due and payable immediately upon demand. In the event Contractor must commence legal action in order to recover any amount payable under this Agreement, Customer shall pay Contractor all court costs and attorney's fees incurred by Contractor. 7. This Agreement applies only to the maintainable portions of the system(s). Repair or replacement, removal and reinstallation of non- maintainable parts such as dampers, duct work, valve bodies, piping, control air lines, main power service and electrical wiring, cabinets and other similar items are excluded from Services under this Agreement. Contractor shall not be required to move, replace or alter any part of the building structure in the performance of this Agreement. This Agreement does not include responsibility for design of the system, obsolescence, safety test, repair or replacement necessitated by freezing weather, electrical power failure, low voltage, burned-out main or branch fuses, vandalism, misuse or abuse of the system(s), negligence of others (including Customer), failure of Customer to properly operate the system(s), requirements of governmental, regulatory or insurance agencies, any delay, loss, damage or detention caused by unavailability of machinery, equipment or materials, delay or carriers, strikes, including those by Contractor's employees, lockouts, civil or military authority, priority regulations, insurrection or riot, action of the elements, forces of nature, or by any other causes beyond control of Contractor. 8. Any alteration to, uncovered conditions, or deviation from, this Agreement involving extra services, cost of material or labor will become an extra charge (fixed price amount to be negotiated or on a time-and-material basis at Contractor's rates then in effect) over the sum

PAGE 8 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

stated in this Agreement and shall be subject to the payment provisions of this Agreement. Contractor shall not proceed with such extra services without the prior approval from Customer, which shall be confirmed by written amendment to this Agreement. 9. Customer shall permit only Contractor's personnel or agent to perform the Services included in the scope of this Agreement. Should ``anyone other than Contractor's personnel perform such Services, Contractor may, at its option, cancel this Agreement or eliminate the involved item of equipment from inclusion in this Agreement. 10. Any legal action by Customer relating to this Agreement, or the breach thereof, shall be commenced within one (1) year from the date of the Services. 11. Customer shall make available to Contractor's personnel all pertinent Material Safety Data Sheets (MSDS) pursuant to OSHA's Hazard Communication Standard Regulations. 12. Contractor's obligation under a Proposal and any subsequent Agreement does not include the identification, abatement or removal of any asbestos products or other hazardous substances. In the event such products or substances are encountered, Contractor's sole obligation shall be to notify the Customer of the existence of such products and materials. Contractor shall have the right thereafter to suspend its Services until such products or materials and the resultant hazards are removed by Customer. The Schedule for completion of the Services shall be extended to the extent caused by the suspension and the Agreement price equitably adjusted. 13. To the fullest extent permitted by law, Customer shall indemnify and hold harmless Contractor, its subcontractors at any tier, agents and employees, directors, officers, successors, assignees, subsidiaries and affiliates, from and against all claims, damages, losses and expenses, including but not limited to attorneys' fees arising out of or resulting from the performance of Services hereunder, provided that such claim, damage, loss or expense arises from or relates to in whole or in part any active or passive act or omission of Customer, anyone directly or indirectly employed by Customer, or anyone for whose acts or omissions Customer may be liable, regardless of whether it is caused in part by the negligence of Contractor. Customer agrees to indemnify, save, defend, and hold Contractor harmless from and against all losses, liabilities, claims, demands, damages, fees including legal fees, and costs and expenses of whatsoever kind or nature arising out of or connected with any infringement or alleged infringement of any patent, copyright or trademark in connection with Contractor's performance of Services hereunder. 14. UNDER NO CIRCUMSTANCES, WHETHER ARISING IN CONTRACT, TORT (INCLUDING NEGLIGENCE), EQUITY OR OTHERWISE, SHALL CONTRACTOR BE RESPONSIBLE FOR LOSS OF USE, LOSS OR PROFIT, INCREASED OPERATING OR MAINTENANCE EXPENSES, CLAIMS OR CUSTOMER'S TENANTS OR CLIENTS, OR ANY SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES. 15. Emergency or non-routine Services shall be performed as required by the Customer and it is expressly understood that if Contractor has not had a previous opportunity to inspect the totality of the system, the equipment, or the maintenance records and if the Services must be performed immediately, Contractor shall not warrant the Services performed against failures or against defects in the materials or workmanship provided. However, if any replacement part or item of equipment installed by Contractor proves defective, Contractor shall extend to Customer the benefits of any warranty Contractor has received from the Manufacturer provided that removal and reinstallation of any equipment or materials repaired or replaced under a Manufacturer's warranty shall be at Customer's expense and at the rates then in effect. 16. Contractor is an independent contractor and agrees to perform this Agreement as an independent contractor and not as a subcontractor, agent or employee of Customer. It is understood that this Agreement is not intended to be one of hiring under the provisions of the Worker's Compensation Law, or of any other law and shall not be so construed. Customer shall exercise no authority over Contractor as to the methods by which Contractor performs this Agreement. 17. All documentation, data, information and Service Reports provided by Contractor to Customer resulting from or related to Contractor's performance of the Services shall be considered confidential and proprietary information and shall remain the exclusive property of Contractor. Customer agrees to manage such information with the same degree of care exercised with its own confidential information and shall not copy or use such information for any purpose other than Customer's maintenance records without Contractor's prior written approval. 18. This Agreement shall be and is deemed to be made under the laws of the Commonwealth of Pennsylvania and questions of validity, performance and construction shall be governed, decided, and given effect in accordance with the laws of Pennsylvania.

PAGE 9 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

INVENTORY Equipment Area Served/Location/Description Manufacturer Model Number Serial Number AHU-1 - ERW Roof - Academic Wing Bus Loop Side JCI XTO-066X096 CMFMXT0107 AHU-2 - ERW Roof - Academic Wing Bus Loop Side JCI XTO-063X099 CMFMXT0067 AHU-3 - ERW Roof - Academic Wing Bus Loop Side JCI XTO-069X099 CMFMXT0086 AHU-4 - ERW Roof - Academic Wing Montgomery Ave Side JCI XTO-060X078 CMFMXT0045 AHU-5 - ERW Roof - Academic Wing Montgomery Ave Side JCI XTO-054X081 CLFMXT0424 AHU-6 - ERW Mechanical Room - Academic Wing 2nd Floor JCI XTI-048X090 CLFMXT0427 AHU-7 - ERW Mechanical Mezzanine JCI XTI-051X099 CMFMXT0060 AHU-8 Mechanical Mezzanine JCI XTI-048X054 CLFMXT0366 AHU-9 Mechanical Mezzanine JCI XTI-048X066 CLFMXT0367 AHU-10 - ERW Mechanical Mezzanine JCI XTI-054X099 CLFMXT0425 AHU-11 Mechanical Mezzanine JCI XTI-039X045 CLFMXT0368 AHU-12 - ERW Mechanical Mezzanine JCI XTI-054X102 CLFMXT0358 AHU-13 Roof - Between Gyms JCI XTO-045X066 CLFM0T0428 AHU-14 - ERW Mechanical Mezzanine JCI XTI-063X117 CLFMXT0380 MAU-Kitchen Kitchen CaptiveAire A2-IBT-400-G15 MAU-Gym (ERU-1) Gym Freezer Condenser Kitchen Bally Refrigerator Condenser Kitchen Bally Mini-Split-1 JCI Mini-Split-2 JCI Mini-Split-3 JCI Mini-Split-4 JCI Mini-Split-5 JCI Mini-Split-6 JCI Mini-Split-7 JCI B-1 Building Aerco BMK B-2 Building Aerco BMK B-3 Building Aerco BMK DHW-1 Building Conquest 50L 130A-GCML F009525 DHW-2 Building Conquest 50L 130A-GCML CH-1 Building JCI YVAA0248CEM46BAV 11551N85848178 CH-2 Building JCI YVAA0248CEM46BAV CHWP-1 Building CHWP-2 Building CHWP-3 Building CHWP-4 Building HWP-1 Building HWP-2 Building

PAGE 10 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

TASKING

Air Handling Units & Gym ERU

Air Handling Units Spring / Fall / Task Description Summer Winter Visually inspect entire unit, including dampers, access doors/gaskets, louvers, coils, bird screens, condensate x x pans; note any leaks, issues Check air filters and replace as needed (filters by Owner) x x Check electrical contacts and connections x x Check motor operating amps x x Check for proper fan rotation x x Check hot water coil x x Clean hot water coil x x Check chilled water coil x x Clean chilled water coil x x Check condensate pan and drain x x Clean condensate pan and drain x x Check damper operation x x Check fan and motor bearings x x Lubricate fan and motor as required x x Check motor alignment x x Check fan belts as applicable x x Replace belts as needed (belts by Owner) x x Check control setpoints x x Check heat wheel for proper operation as applicable x x Clean heat wheel as needed x x

PAGE 11 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

MAU-1 Gas Fired

Gas Fired Make Up Air Unit Spring / Fall / Task Description Summer Winter

x x Visually inspect entire unit; note any leaks, issues

Check air filters and replace as needed if applicable x x (filters by Owner) Check electrical contacts and connections x x Check motor operating amps x x Check for proper fan rotation x x Check gas and burner x x Clean gas and burner as needed x x Check damper operation x x Check fan and motor bearings x x Lubricate fan and motor as required x x Check motor alignment x x Check fan belts as applicable x x Replace belts as needed (belts by Owner) x x Check control setpoints x x

PAGE 12 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

Ductless Mini Splits

Ductless Mini-Splits Spring / Fall / Task Description Summer Winter

x x Visually inspect entire unit; note any leaks, issues

Check and clean washable air filters and replace as needed x x (filters by Owner) Check electrical contacts and connections x x Sequence compressor and verify operation x x Wipe down unit x x Clean condensing coil x x Check setpoint and remote control operation if applicable x x Change remote batteries if needed (batteries by Owner) x x

PAGE 13 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

Refrigerator / Freezer Condensing Units

Refrigerator/Freezer Outdoor Unit Spring / Fall / Task Description Summer Winter

x x Visually inspect entire unit; note any leaks, issues Check coil condition x x Check temperatue setpoint and operation x x Check expansion valve and superheat x x Check crankcase heater x x Clean condensate pan and drain x x Verify motor operation and condition x x Check contactor and electrical connections x x Lubricate as necessary x x Clean condenser coil x x Check defrost control and drain heater x x Check door gaskets x x

PAGE 14 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

Chillers

Air Cooled Screw Chiller Spring / Fall / Task Description Summer Winter

Visually inspect entire unit and associated connected x x piping; note any leaks, issues Check temperature across condenser x x Check and set oil sump heater temps x x Check oil pressure x x Perform Oil Spectro analysis x Check condenser pressure switch x x Check flow switches x x Meg motor windings x Check liquid line sight glasses x x Check and record refrigerant pressures x x Check oil levels x x Check and clean condenser coils x Check in line water strainers x x Check electrical connections x x Check operating and safety controls x x Check VSD glycol concentration x

PAGE 15 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

Condensing Boilers and Domestic Hot Water Heaters

Boilers / Heaters Spring / Fall / Task Description Summer Winter

Clean burner of any accumulated dust or lint x Inspect burner for any sign of deterioration or corrosion x x Check PH level of system fluid x

Inspect and clean the condensate system and check for x leaks

If condensate neutralization kit is present open lid and x inspect the limestone rocks

Inspect and clean the inlet screen of any accumulated dust x or lint

Check burner and clean off any soot or foreign material x that may have accumulated Check for corrosion of the burner and its parts x Inspect and clean heat exchanger x

Remove the various covers to inspect the flue gas x passageways

Clean the combustion side casting pins by flushing with x clean water and blowing dry with compressed air Replace the igniter and gasket x

Drain and flush the water side of the heat exchanger as x required Examine the venting system x Check all joints and pipe connections for tightness x x Check pipe for corrosion or deterioration x x Inspect and clean screens in the vent terminal x Perform combustion analysis and re-adjust as necessary x Perform leak test of the gas valves x

PAGE 16 Upper Perkiomen Middle School Planned Maintenance Agreement May 26, 2020

Pumps

Chilled Water/Hot Water Pumps Spring / Fall / Task Description Summer Winter

x x Visually inspect entire unit; note any leaks, issues Check coupling x x Check seals and gaskets x x Check starter/contactor and electrical connections x x Log inlet and outlet pressure x x Log motor operating amps x x Lubricate as necessary x x

PAGE 17 Attachment L

August 13, 2020 Attachment M

BUSINESS REPORT

A. Financial Reports Page 1. Operating Reports a) Budget to Actual Summary 1 b) Budget to Actual Detail 2 ‐ 4 c) Revenue Summary 5 d) Expenditure Summary 6 ‐ 9 e) General Fund Receipts 10 2. Cash Reports a) Cash Balance Summary 11 b) Cash Balance Detail 12 ‐ 15 3. Middle School Construction Summary 16 4. Payroll 17 B. Bills 1. General Fund Expenditures 18 ‐ 22 2. Capital Funds Expenditures 23 Upper Perkiomen, PA August 13, 2020 Board Report - Budget to Actual Summary (Date: 7/2020) 1

Account Level 2020-21 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SCC Description Original Budget FYTD Activity Available Balance 6000 REVENUE FROM LOCAL SOURCES

10 R 6------42,946,114.00 1,826,349.51 41,119,764.49

7000 REVENUE FROM STATE SOURCES

10 R 7------20,226,233.00 280,826.00 19,945,407.00

8000 REVENUE FROM FEDERAL SOURCES

10 R 8------1,260,565.00 0.00 1,260,565.00

1000 INSTRUCTION

10 E 1------39,537,574.00 632,677.10 38,904,896.90

2000 SUPPORT SERVICES

10 E 2------20,364,399.00 912,035.36 19,452,363.64

3000 OPERATION OF NON-INSTRUCTIONAL

10 E 3------1,135,216.00 12,217.38 1,122,998.62

5000 OTHER EXPENDITURES AND FINANCI

10 E 5------5,613,678.00 16,518.80 5,597,159.20 ______Grand Revenue Totals 64,432,912.00 2,107,175.51 62,325,736.49 Grand Expense Totals 66,650,867.00 1,573,448.64 65,077,418.36 Grand Totals 2,217,955.00 533,726.87 2,751,681.87 Loss Profit Loss

Number of Accounts: 1810

************************ End of report ************************ Upper Perkiomen, PA August 13, 2020 Board Report - Budget to Actual Summary (Date: 7/2020) 2

Account Level 2020-21 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SCC Description Original Budget FYTD Activity Available Balance 6100 TAXES LEVIED / ASSESSED BY THE

10 R 61------41,358,362.00 1,819,198.50 39,539,163.50

6400 DELINQUENCIES ON TAXES LEVIED

10 R 64------752,000.00 0.00 752,000.00

6500 EARNINGS ON INVESTMENTS

10 R 65------90,000.00 5,101.77 84,898.23

6600 FOOD SERVICE REVENUE

10 R 66------2,500.00 0.00 2,500.00

6700 REVENUES FROM STUDENT ACTIVITI

10 R 67------97,000.00 0.00 97,000.00

6800 REVENUES FROM INTERMEDIARY SOU

10 R 68------515,752.00 0.00 515,752.00

6900 OTHER REVENUE FROM LOCAL SOURC

10 R 69------130,500.00 2,049.24 128,450.76

7100 BASIC INSTRUCTIONAL AND OPERAT

10 R 71------10,142,212.00 0.00 10,142,212.00

7200 REVENUE FOR SPECIFIC EDUCATION

10 R 72------1,841,164.00 280,826.00 1,560,338.00

7300 REVENUES FOR NON-EDUCATIONAL P

10 R 73------3,542,156.00 0.00 3,542,156.00

7500 STATE REVENUE NOT LISTED ELSEW

10 R 75------378,374.00 0.00 378,374.00

7800 REVENUE FOR THE COMMONWEALTH O

10 R 78------4,322,327.00 0.00 4,322,327.00

8500 RESTRICTED GRANTS-IN-AID FROM

10 R 85------419,676.00 0.00 419,676.00

8600 RESTRICTED GRANTS-IN-AID FROM

10 R 86------349,455.00 0.00 349,455.00 Upper Perkiomen, PA August 13, 2020 Board Report - Budget to Actual Summary (Date: 7/2020) 3

Account Level 2020-21 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SCC Description Original Budget FYTD Activity Available Balance 8700

10 R 87------238,934.00 0.00 238,934.00

8800 MEDICAL ASSISTANCE REIMBURSEME

10 R 88------252,500.00 0.00 252,500.00

1100 REGULAR PROGRAMS ELEMENTARY /

10 E 11------28,107,026.00 277,005.49 27,830,020.51

1200 SPECIAL PROGRAMS ELEMENTARY /

10 E 12------8,787,218.00 52,935.27 8,734,282.73

1300 VOCATIONAL EDUCATION

10 E 13------2,569,649.00 302,736.34 2,266,912.66

1400 OTHER INSTRUCTIONAL PROGRAMS E

10 E 14------67,431.00 0.00 67,431.00

1700 HIGHER EDUCATION PROGRAMS

10 E 17------6,250.00 0.00 6,250.00

2100 SUPPORT SERVICES PUPIL PERSONN

10 E 21------2,195,111.00 5,031.43 2,190,079.57

2200 SUPPORT SERVICES INSTRUCTIONAL

10 E 22------2,084,806.00 65,077.55 2,019,728.45

2300 SUPPORT SERVICES ADMINISTRATIO

10 E 23------3,901,000.00 279,399.11 3,621,600.89

2400 SUPPORT SERVICES PUPIL HEALTH

10 E 24------854,489.00 706.00 853,783.00

2500 SUPPORT SERVICES BUSINESS

10 E 25------805,601.00 43,874.58 761,726.42

2600 OPERATION AND MAINTENANCE OF P

10 E 26------5,187,003.00 325,629.37 4,861,373.63

2700 STUDENT TRANSPORTATION SERVICE

10 E 27------3,503,694.00 15,367.86 3,488,326.14 Upper Perkiomen, PA August 13, 2020 Board Report - Budget to Actual Summary (Date: 7/2020) 4

Account Level 2020-21 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SCC Description Original Budget FYTD Activity Available Balance 2800 SUPPORT SERVICES CENTRAL

10 E 28------1,797,127.00 176,949.46 1,620,177.54

2900 OTHER SUPPORT SERVICES

10 E 29------35,568.00 0.00 35,568.00

3200 STUDENT ACTIVITIES

10 E 32------1,135,216.00 12,217.38 1,122,998.62

5100 DEBT SERVICE / OTHER EXPENDITU

10 E 51------5,543,678.00 0.00 5,543,678.00

5800 SUSPENSE ACCOUNT

10 E 58------0.00 16,518.80 -16,518.80

5900 BUDGETARY RESERVE

10 E 59------70,000.00 0.00 70,000.00 ______Grand Revenue Totals 64,432,912.00 2,107,175.51 62,325,736.49 Grand Expense Totals 66,650,867.00 1,573,448.64 65,077,418.36 Grand Totals 2,217,955.00 533,726.87 2,751,681.87 Loss Profit Loss

Number of Accounts: 1810

************************ End of report ************************ Upper Perkiomen, PA August 13, 2020 Board Report - Revenue Summary (Date: 7/2020) 5

Account Level July 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SC Description Monthly Activity FYTD Activity 6111 CURRENT REAL ESTATE TAXES

XX R 6111 ------1,700,925.81 1,700,925.81

6120 CURRENT PER CAPITA TAXES, SECT

XX R 6120 ------8,212.60 8,212.60

6141 CURRENT ACT 511 PER CAPITA TAX

XX R 6141 ------8,212.60 8,212.60

6151 CURRENT ACT 511 EARNED INCOME

XX R 6151 ------101,847.49 101,847.49

6510 INTEREST ON INVESTMENTS AND IN

XX R 6510 ------5,101.77 5,101.77

6990 REFUNDS AND OTHER MISCELLANEOU

XX R 6990 ------2,049.24 2,049.24

7271 SPECIAL EDUCATION FUNDING FOR

XX R 7271 ------280,826.00 280,826.00 ______Grand Revenue Totals 2,107,175.51 2,107,175.51

Number of Accounts: 22

************************ End of report ************************ Upper Perkiomen, PA August 13, 2020 Board Report - Expenditure Summary (Date: 7/2020) 6

Account Level July 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SC Description Monthly Activity FYTD Activity 1110 REGULAR PROGRAMS ELE/SEC

XX E 1110 ------276,749.48 276,749.48

1190 FEDERALLY FUNDED REGULAR PROGR

XX E 1190 ------256.01 256.01

1211 LIFE SKILLS SUPPORT PUBLIC

XX E 1211 ------10,841.58 10,841.58

1225 SPEECH AND LANGUAGE SUPPORT

XX E 1225 ------0.00 0.00

1231 EMOTIONAL SUPPORT PUBLIC

XX E 1231 ------2,997.00 2,997.00

1233 AUTISTIC SUPPORT

XX E 1233 ------17,904.83 17,904.83

1241 LEARNING SUPPORT PUBLIC

XX E 1241 ------1,097.60 1,097.60

1243 GIFTED SUPPORT

XX E 1243 ------0.00 0.00

1270 MULTI-HANDICAPPED SUPPORT

XX E 1270 ------841.59 841.59

1290 OTHER SUPPORT

XX E 1290 ------19,252.67 19,252.67

1390 OTHER VOCATIONAL EDUCATION PRO

XX E 1390 ------302,736.34 302,736.34

2120 GUIDANCE SERVICES

XX E 2120 ------1,892.72 1,892.72

2140 PSYCHOLOGICAL SERVICES

XX E 2140 ------256.01 256.01

2170 STUDENT ACCOUNTING SERVICES

XX E 2170 ------2,882.70 2,882.70 Upper Perkiomen, PA August 13, 2020 Board Report - Expenditure Summary (Date: 7/2020) 7

Account Level July 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SC Description Monthly Activity FYTD Activity 2230 EDUCATIONAL TELEVISION SERVICE

XX E 2230 ------0.00 0.00

2250 SCHOOL LIBRARY SERVICES

XX E 2250 ------0.00 0.00

2260 INSTRUCTION AND CURRICULUM DEV

XX E 2260 ------65,762.56 65,762.56

2271 INSTRUCTIONAL STAFF DEVELOPMEN

XX E 2271 ------685.01 -685.01

2310 BOARD SERVICES

XX E 2310 ------95,575.00 95,575.00

2330 TAX ASSESSMENT AND COLLECTION

XX E 2330 ------3,511.45 3,511.45

2350 LEGAL SERVICES

XX E 2350 ------9,900.00 9,900.00

2360 OFFICE OF THE SUPERINTENDENT (

XX E 2360 ------37,538.19 37,538.19

2380 OFFICE OF THE PRINCIPAL SERVIC

XX E 2380 ------132,874.47 132,874.47

2400 SUPPORT SERVICES PUPIL HEALTH

XX E 2400 ------0.00 0.00

2420 MEDICAL SERVICES

XX E 2420 ------706.00 706.00

2511 SUPERVISION OF FISCAL SERVICES

XX E 2511 ------23,066.34 23,066.34

2513 RECEIVING AND DISBURSING FUNDS

XX E 2513 ------2,197.41 2,197.41

2514 PAYROLL SERVICES

XX E 2514 ------4,750.48 4,750.48 Upper Perkiomen, PA August 13, 2020 Board Report - Expenditure Summary (Date: 7/2020) 8

Account Level July 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SC Description Monthly Activity FYTD Activity 2515 FINANCIAL ACCOUNTING SERVICES

XX E 2515 ------13,860.35 13,860.35

2611 SUPV OF OPERATION/ MAINTENANCE

XX E 2611 ------218,889.24 218,889.24

2619 SUPV OF OPS/MAINTENANCE-OTHR

XX E 2619 ------11,393.97 11,393.97

2620 OPERATION OF BUILDINGS SERVICE

XX E 2620 ------60,450.16 60,450.16

2630 CARE AND UPKEEP OF GROUNDS SER

XX E 2630 ------3,510.00 3,510.00

2650 VEHICLE OPERATION AND MAINTENA

XX E 2650 ------26,526.00 26,526.00

2660 SECURITY SERVICES

XX E 2660 ------4,860.00 4,860.00

2711 SUPERVISION OF STUDENT TRANSPO

XX E 2711 ------15,367.86 15,367.86

2818 SYSTEM-WIDE TECHNOLOGY SERVICE

XX E 2818 ------154,002.81 154,002.81

2823 PUBLIC INFORMATION SERVICES

XX E 2823 ------3,923.08 3,923.08

2830 STAFF SERVICES

XX E 2830 ------2,168.24 2,168.24

2831 SUPERVISION OF STAFF SERVICES

XX E 2831 ------14,677.33 14,677.33

2834 STAFF DEVELOPMENT SERVICES - N

XX E 2834 ------1,319.00 1,319.00

2836 STAFF DEVELOPMENT SERVICES - N

XX E 2836 ------859.00 859.00 Upper Perkiomen, PA August 13, 2020 Board Report - Expenditure Summary (Date: 7/2020) 9

Account Level July 2020-21 2020-21 Fd T Func Obj F/S IO O/U Sbj Job SC Description Monthly Activity FYTD Activity 3250 SCHOOL SPONSORED ATHLETICS

XX E 3250 ------12,217.38 12,217.38

5800 SUSPENSE ACCOUNT

XX E 5800 ------16,518.80 16,518.80 ______Grand Expense Totals 1,573,448.64 1,573,448.64

Number of Accounts: 719

************************ End of report ************************ August 13, 2020 10

GENERAL FUND RECEIPTS for period ending 7/31/20

July Receipts D. Criddle E.G. Taxes 193,791.29 L. Horning R.H. Taxes - D. Bergey G.L. Taxes 41,831.58 J. Watkins Hfd. Taxes 363,085.94 M. Jacobs Mlb. Taxes 569,926.59 M. Kells U.H. Taxes 476,941.62 P. Baver Pbg. Taxes 106,129.80 1,751,706.82

Berkheimer EIT 110,269.30 110,269.30

Co. of Montg. R.E. Transfer Taxes 27,799.74 Co. of Berks R.E. Transfer Taxes 10,123.40 Co. of Montg. R.E. Tax Claim 679.72 Co. of Berks R.E. Tax Claim - 38,602.86

Berkheimer Assoc. Delinquent Per Capita 254.64 Portnoff Law Assoc. Delinquent Real Estate 112,271.79 112,526.43

Insurance Retirees/Cobra 27,814.79 Portnoff Law Assoc. Operations Disbursement 2,049.24 Cash Tuition Reimbursement 3,781.25 Philadelphia Freedom Valley YMCA Facility Rental 1,251.00 UPSD Cafeteria Payroll, Benefits, Phone Reimbursement 54,848.16 Cash/Check/School Café Student Computers 245.00 Cash Property Damage/Replacement & School Fines 3.00 County of Montgomery Truancy Fines 470.70 HM Life Insurance Company Stop Loss Insurance 113,048.56 Upper Hanover Township Crossing Guard Cost Sharing 1,237.83 Red Hill Borough Crossing Guard Cost Sharing 1,237.83

205,987.36 2,219,092.77 Upper Perkiomen, PA August 13, 2020 Board Report - Cash Balance Report (Date: 7/2020) 11

Account Level July 2020-21 July 2020-21 Ending Fd T Func Obj F/S IO O/U Sbj Job SCC Description Beginning Balance Monthly Activity Balance 10 A 0101 000 000 00 000 000 000 000 CASH - UNIVEST 1,357,178.94 -661,418.58 695,760.36 10 A 0101 010 000 00 000 008 000 000 CASH - QNB 2,470,282.20 668.19 2,470,950.39 10 A 0101 010 000 00 000 009 000 000 CASH - ARBITER PAY 5,620.15 0.00 5,620.15 10 A 0103 000 000 00 000 000 000 000 PETTY CASH 1,500.00 0.00 1,500.00 10 A 0106 010 000 00 000 009 000 000 MONEY MARKET - UNIVEST 40,243.86 9.07 40,252.93 10 A 0107 010 000 00 000 004 000 000 CASH EQUIVALENTS - PSDLAF MAX 26,445.41 0.31 26,445.72 10 A 0107 010 000 00 000 005 000 000 CASH EQUIVALENTS - PLGIT-CLASS 1,279,286.54 -998,832.54 280,454.00 10 A 0107 010 000 00 000 006 000 000 CASH EQUIVALENTS - PLGIT/PLUS 18,740,556.33 482,249.86 19,222,806.19 ______10 ------23,921,113.43 -1,177,323.69 22,743,789.74 ======32 A 0101 000 000 00 000 005 000 000 CAPITAL RESERVE-SAVINGS-PLGIT 6,321,859.12 697.50 6,322,556.62 32 A 0101 032 000 00 000 002 000 000 CAPITAL RESERVE - UNIVEST 145,380.19 -50,622.15 94,758.04 32 A 0106 000 000 00 000 004 000 000 PSDLAF - MAX ACCOUNT 13,556.57 0.00 13,556.57 32 A 0108 000 000 00 000 000 000 000 RESTRICTED CASH-UH TWP ESCROW 1,629.18 0.00 1,629.18 ______32 ------6,482,425.06 -49,924.65 6,432,500.41 ======39 A 0101 030 000 00 000 004 000 000 CAP PROJ (UNIVEST) - CHECKING 5,481.17 1.24 5,482.41 39 A 0106 000 000 00 000 003 000 000 QNB MONEY MARKET 39.33 0.01 39.34 39 A 0106 039 000 00 000 004 000 000 UNIVEST ELITE MONEY MARKET 2,872,929.20 647.59 2,873,576.79 39 A 0107 030 000 00 000 008 000 000 CAP PROJ - PLGIT GO BOND 2019 1,422,801.81 -76,120.99 1,346,680.82 39 A 0108 000 000 00 000 002 000 000 RESTRICTED CASH-UH AUTH ESCROW 5,000.00 0.00 5,000.00 39 A 0108 000 000 00 000 004 000 000 RESTRICTED CASH-UH TWP ESCROW 19,751.58 -744.03 19,007.55 39 A 0108 000 000 00 000 005 000 000 RESTRICT CASH-TRI-PARTY ESCROW 534,478.54 0.00 534,478.54 ______39 ------4,860,481.63 -76,216.18 4,784,265.45 ======______Grand Asset Totals 35,264,020.12 -1,303,464.52 33,960,555.60

Number of Accounts: 19

************************ End of report ************************ August 13, 2020 12 INVESTMENT ACCOUNTS Month Ending 7/31/20

CAPITAL FUND

CAPITAL RESERVE (MONEY MARKET - UNIVEST) Fund balance as of June 30, 2020 $ 145,380.19 Check #168 - 21ST CENTURY MEDIA - PHILLY CLUSTER (491.56) Check #169 - BSN SPORTS LLC (15,647.45) Check #170 - GORDON H BAVER INC (26,034.53) Check #171 - REED SIGN COMPANY, LLC (8,473.00) Interest 24.39 Fund balance as of July 31, 2020 $ 94,758.04

CAPITAL RESERVE (PSDLAF MAX) Fund balance as of June 30, 2020 $ 13,556.57 Interest - Fund balance as of July 31, 2020 $ 13,556.57

CAPITAL RESERVE (PLGIT) Fund balance as of June 30, 2020 $ 6,321,859.12 Interest 697.50 Fund balance as of July 31, 2020 $ 6,322,556.62

Summary of Capital Reserve Fund Committed for Turf Field Replacement $ 573,417.78 Committed for Technology 3,869.46 Committed for Turf Field Replacement and Athletic Equipment 16,231.55 Uncommitted Funds 5,837,352.44 $ 6,430,871.23

CAPITAL PROJECTS (UNIVEST) Fund balance as of June 30, 2020 $ 5,481.17 Interest 1.24 Fund balance as of July 31, 2020 $ 5,482.41

CAPITAL PROJECTS MM (UNIVEST) Fund balance as of June 30, 2020 $ 2,872,929.20 Interest 647.59 Fund balance as of July 31, 2020 $ 2,873,576.79 August 13, 2020 13 INVESTMENT ACCOUNTS Month Ending 7/31/20

PLGIT/ARM - GO Bonds of 2019 Fund balance as of June 30, 2020 $ 1,422,801.81 Check #1079 - BRESLIN RIDYARD FADERO ARCHITECTS INC (39,056.85) Check #1080 - D'HUY ENGINEERING, INC. (3,265.55) Check #1081 - BORO CONSTRUCTION (25,765.56) Check #1082 - FREY LUTZ CORPORATION (8,250.00) Interest 216.97 Fund balance as of July 31, 2020 $ 1,346,680.82

CAPITAL PROJECTS (QNB) Fund balance as of June 30, 2020 $ 39.33 Interest 0.01 Fund balance as of July 31, 2020 $ 39.34

TOTAL CAPITAL FUNDS BALANCE $ 10,656,650.59 August 13, 2020 14 INVESTMENT ACCOUNTS Month Ending 7/31/20

GENERAL FUND

PSDLAF - MAX Fund balance as of June 30, 2020 $ 26,445.41 Interest 0.31 Fund balance as of July 31, 2020 $ 26,445.72

PLGIT PLUS Fund balance as of June 30, 2020 $ 18,740,556.33 SD Special Ed Funding 280,826.00 Title I Improving Basic Programs 157,430.98 Title II Improving Teacher Quality 39,992.15 Interest 4,000.73 Fund balance as of July 31, 2020 $ 19,222,806.19

PLGIT - Class Fund balance as of June 30, 2020 $ 1,279,286.54 Transfers to Univest Checking Account (1,000,000.00) Medicaid Admin Claims 1,107.83 Interest 59.63 Fund balance as of July 31, 2020 $ 280,454.00

MONEY MARKET ACCOUNT (QNB) Fund balance as of June 30, 2020 $ 2,470,282.20 Interest 668.19 Fund balance as of July 31, 2020 $ 2,470,950.39

MONEY MARKET ACCOUNT (UNIVEST) Fund balance as of June 30, 2020 $ 40,243.86 Interest 9.07 Fund balance as of July 31, 2020 $ 40,252.93

GENERAL ACCOUNT (UNIVEST) - See General Account Detail $ 695,760.36

TOTAL GENERAL FUND BALANCE$ 22,736,669.59 August 13, 2020 15

GENERAL ACCOUNT Month Ending 7/31/20

Cash balance as of June 30, 2020$ 1,357,178.94 Interest - July 289.38 1,357,468.32 Receipts - July 2,219,092.77 3,576,561.09 Transfers to Payroll Account (1,661,273.46) Transfers from PLGIT Account 1,000,000.00 2,915,287.63 Disbursements - July (2,219,527.27)

Cash Balance - July 31, 2020 $ 695,760.36 Adjustments - Void Checks & NSF items & misc. adj - Adjusted Cash Balance - July 31, 2020 $ 695,760.36 August 13, 2020 16 INVESTMENT ACCOUNTS Month Ending 7/31/20

MIDDLE SCHOOL CONSTRUCTION SUMMARY Expenditures as of July 31, 2020 $ 53,275,613.68

Escrow Account Balances: The Upper Hanover Authority $ 5,000.00 Tri-Party Agreement $ 534,478.54 Upper Hanover Township $ 19,007.55 Upper Montgomery Joint Authority $ - Total Disbursements $ 53,834,099.77 August 13, 2020 17

PAYROLL ACCOUNT Month Ending 7/31/20

Beginning Balance $ 290,235.14

Additions: Deposits from General Fund $ 1,661,273.46 Interest 74.22 Total Additions 1,661,347.68

Reductions: Payroll and related liabilities paid 1,772,542.35

Total Reductions (1,772,542.35)

Ending Balance $ 179,040.47

Ending Balance Comprised of the Following Liabilities: Due to the General Fund 43,873.24 Unemployment Comp. withheld but not yet paid 956.89 EIT withheld but not yet paid 17,188.16 Phila. Wage Tax withheld but not yet paid 362.86 LST-RH withheld but not yet paid 327.24 LST-Mlb. withheld but not yet paid 131.48 LST-EG withheld but not yet paid 154.08 LST-Hfd. withheld but not yet paid 171.76 LST-WC withheld but not yet paid - Retirement Purchase withheld but not yet paid 49.68 Retirement withheld but not yet paid 115,825.08 Total Amount Due out of the Payroll Fund $ 179,040.47

Reconciliation to Bank: Balance per Bank - Checking $ 3,451.89 - Repo Account 180,000.00

Less: Outstanding Checks (4,411.42) Reconciled Balance $ 179,040.47 August 13, 2020 18

Upper Perkiomen School District LIST OF PAYMENTS For the Period Ending August 13, 2020

Bank: 03 UNIVEST BANK & TRUST COMPANY Check No. Check Date Vendor Name Amount 10444 07/13/2020 SKYWARD, INC $46,159.00 10445 07/16/2020 21ST CENTURY MEDIA - PHILLY CLUSTER $247.72 10446 07/16/2020 BERARDELLI POOL SUPPLIES, LLC $498.10 10447 07/16/2020 BERKONE, INC $21,545.88 10448 07/16/2020 BERKSHIRE SYSTEMS GROUP, INC $1,755.00 10449 07/16/2020 BORDERLAN, INC. $12,297.65 10450 07/16/2020 LISA M BURDICK $210.00 10451 07/16/2020 CONSTELLATION NEWENERGY-GAS DIVISION, LLC $13.30 10452 07/16/2020 CONTRACT CLEANERS SUPPLY INC $3,629.73 10453 07/16/2020 D.C. HUMPHRYS CO INC. $1,260.60 10454 07/16/2020 DUFF COMPANY $439.60 10455 07/16/2020 EDWARDS BUSINESS SYSTEMS (TX) $5,305.49 10456 07/16/2020 EXPLORATIONS PHP INC. $1,720.16 10457 07/16/2020 FAIRWOLD ACADEMY $2,997.00 10458 07/16/2020 FRY COMMUNICATIONS INC $78.50 10459 07/16/2020 GRAINGER $165.00 10460 07/16/2020 HARRIS SCHOOL SOLUTIONS $737.91 10461 07/16/2020 HD SUPPLY FACILITIES MAINTENANCE $1,623.47 10462 07/16/2020 HOME DEPOT CREDIT SERVICES $705.76 10463 07/16/2020 ITECH SOLUTIONS GROUP, LLC $720.00 10464 07/16/2020 JOHNSON CONTROLS $6,069.00 10465 07/16/2020 LEADER SERVICES $15,607.00 10466 07/16/2020 LEHIGH UNIVERSITY $1,500.00 10467 07/16/2020 LRM INC $440.00 10468 07/16/2020 M & M LANDSCAPING, LLC $12,924.00 10469 07/16/2020 M J REIDER ASSOCIATES INC $1,178.75 10470 07/16/2020 MILAGRE KIDS SCHOOL, INC. $7,335.00 10471 07/16/2020 MOYER INDOOR / OUTDOOR $4,025.60 10472 07/16/2020 NAPA AUTO PARTS $19.98 10473 07/16/2020 NCS PEARSON INC $2,100.00 10474 07/16/2020 NORTHWEST EVALUATION ASSOCIATION $27,600.00 10475 07/16/2020 OFFICE DEPOT $500.07 10476 07/16/2020 PA ASSOC FOR SUPERV & CURR DEVELOPMENT $865.00 10477 07/16/2020 PECO $5,699.29 10478 07/16/2020 R.J. ELECTRIC, INC. $1,550.00 10479 07/16/2020 RE MICHEL COMPANY, LLC $135.84 10480 07/16/2020 READING FOUNDRY & SUPPLY COMPANY $693.73 10481 07/16/2020 RITTENHOUSE & SONS, INC. $6,161.35 10482 07/16/2020 THE PENNSYLVANIA STATE UNIVERSITY $50.00 10483 07/16/2020 TOWN & COUNTRY NEWSPAPER $626.25 August 13, 2020 19

Upper Perkiomen School District LIST OF PAYMENTS For the Period Ending August 13, 2020

Bank: 03 UNIVEST BANK & TRUST COMPANY Check No. Check Date Vendor Name Amount 10484 07/16/2020 TRI-STATE ELEVATOR CO INC $462.00 10485 07/16/2020 UNITED ELECTRIC SUPPLY COMPANY INC $265.88 10486 07/16/2020 UNITED REFRIGERATION INC $3,987.67 10487 07/16/2020 UPPER PERKIOMEN VALLEY CHAMBER OF $100.00 10488 07/16/2020 UPSD CAFETERIA FUND $168.75 10489 07/16/2020 VERIZON $605.32 10490 07/16/2020 WALTER R DORN ESTATE INC $2,176.32 10491 07/16/2020 WATERLOGIC AMERICAS LLC $250.00 10492 07/16/2020 WILLIS TOWERS WATSON NORTHEAST, INC. $327,715.00 10493 07/16/2020 WOOD NATURALLY INC $194.67 10494 07/20/2020 ROBERT J CARPENTER $419.72 10495 07/20/2020 ESS NORTHEAST, LLC $448.17 10496 07/20/2020 CAROL D GIBLIN $408.54 10497 07/20/2020 KATRINA HARMAN $53.13 10498 07/20/2020 AMANDA S JAEGER $161.52 10499 07/20/2020 ROBERT E KURZWEG III $554.21 10500 07/20/2020 SARAH PETCAVAGE $181.53 10501 07/20/2020 CHRISTINE L SIEGFRIED $229.26 10502 07/20/2020 SKYWARD, INC $6,839.00 10503 07/20/2020 SPRINT SOLUTIONS INC. $3,063.91 10504 07/23/2020 ALTRONICS SECURITY SYSTEMS $3,128.75 10505 07/23/2020 BOROUGH OF RED HILL $545.25 10506 07/23/2020 BUXMONT ACADEMY $4,588.43 10507 07/23/2020 CHESTER COUNTY INTERMEDIATE UNIT $31,593.33 10508 07/23/2020 CONEXUS, INC. $3,000.00 10509 07/23/2020 CONTRACT CLEANERS SUPPLY INC $5,573.67 10510 07/23/2020 CORE BTS, INC. $29,333.76 10511 07/23/2020 CROWN CASTLE FIBER ENTERPRISE LLC $76,421.04 10512 07/23/2020 DEGLER-WHITING, INC $900.00 10513 07/23/2020 DIRECT ENERGY BUSINESS $1,753.07 10514 07/23/2020 DUFF COMPANY $134.46 10515 07/23/2020 GRAINGER $301.06 10516 07/23/2020 HD SUPPLY FACILITIES MAINTENANCE $1,848.90 10517 07/23/2020 HSLC $230.00 10518 07/23/2020 KADES-MARGOLIS CORPORATION $170.00 10519 07/23/2020 KIDSPEACE CORPORATION $1,292.24 10520 07/23/2020 LAKESIDE EDUCATIONAL NETWORK $3,588.38 10521 07/23/2020 LIBERTY PROPANE INC $1,469.83 10522 07/23/2020 M J REIDER ASSOCIATES INC $110.00 10523 07/23/2020 MAILROOM SYSTEMS INC $1,617.24 August 13, 2020 20

Upper Perkiomen School District LIST OF PAYMENTS For the Period Ending August 13, 2020

Bank: 03 UNIVEST BANK & TRUST COMPANY Check No. Check Date Vendor Name Amount 10524 07/23/2020 MCI $143.04 10525 07/23/2020 MET-ED $3,933.87 10526 07/23/2020 MITCHELL OUTDOOR SERVICES $1,060.00 10527 07/23/2020 MONTG COUNTY INTERMEDIATE UNIT #23 $6,911.45 10528 07/23/2020 MOYER INDOOR / OUTDOOR $111.00 10529 07/23/2020 PA PRINCIPALS ASSOCIATION $595.00 10530 07/23/2020 PERM AWARD $348.00 10531 07/23/2020 R E MICHEL COMPANY, LLC $858.55 10532 07/23/2020 READING FOUNDRY & SUPPLY COMPANY $1,021.06 10533 07/23/2020 RESPONDUS, INC. $2,795.00 10534 07/23/2020 RITTENHOUSE & SONS, INC. $668.53 10535 07/23/2020 RUDOLPH CLARKE, LLC $133.00 10536 07/23/2020 SCHOOL DISTRICT INSURANCE CONSORTIUM $12,863.00 10537 07/23/2020 SWEET, STEVENS, KATZ & WILLIAMS LLP $25,994.84 10538 07/23/2020 TYLER TECHNOLOGIES INC $7,262.91 10539 07/23/2020 UNITED ELECTRIC SUPPLY COMPANY INC $129.11 10540 07/23/2020 UNITED REFRIGERATION INC $414.97 10541 07/23/2020 UNITED STATES TREASURY $1,541.05 10542 07/23/2020 USA BLUE BOOK $222.56 10543 07/23/2020 VALLEY LOCK & DOOR CORPORATION $115.50 10544 07/23/2020 VERIZON WIRELESS $1,853.54 10545 07/23/2020 VISION BENEFITS OF AMERICA INC $2,597.20 10546 07/23/2020 ZESWITZ MUSIC $249.85 10547 07/30/2020 21ST CENTURY CYBER CHARTER SCHOOL $4,781.24 10548 07/30/2020 ACHIEVEMENT HOUSE CYBER CHARTER SCHOOL $18,668.22 10549 07/30/2020 ACTIVE INTERNET TECHNOLOGIES LLC $15,000.00 10550 07/30/2020 AGORA CYBER CHARTER SCHOOL $17,736.60 10551 07/30/2020 BARNES & NOBLE INC $2,868.11 10552 07/30/2020 CAMPHILL SPECIAL SCHOOL INC $10,000.00 10553 07/30/2020 CARDMEMBER SERVICE - CONTINUOUS VOID $0.00 10554 07/30/2020 CARDMEMBER SERVICE $10,826.18 10555 07/30/2020 CHESTER COUNTY INTERMEDIATE UNIT $12,151.77 10556 07/30/2020 CIRCLE OF SEASONS CHARTER SCHOOL $4,584.22 10557 07/30/2020 COMMONWEALTH CHARTER ACADEMY $10,788.83 10558 07/30/2020 EXPLORATIONS PHP INC. $1,323.20 10559 07/30/2020 BRIAN M HANSLEY JR $1,318.35 10560 07/30/2020 INSIGHT PA CYBER CHARTER SCHOOL $6,238.34 10561 07/30/2020 JLR CONSULTING $27,477.50 10562 07/30/2020 CHARTER HIGH SCHOOL FOR $11,171.19 10563 07/30/2020 JANICE W LONERGAN $295.95 August 13, 2020 21

Upper Perkiomen School District LIST OF PAYMENTS For the Period Ending August 13, 2020

Bank: 03 UNIVEST BANK & TRUST COMPANY Check No. Check Date Vendor Name Amount 10564 07/30/2020 MONTGOMERY LAW, LLC $5,000.00 10565 07/30/2020 ORE INC $154.75 10566 07/30/2020 PA VIRTUAL CHARTER SCHOOL $11,298.46 10567 07/30/2020 PEDIATRIC THERAPEUTIC SERVICES, INC $11,898.70 10568 07/30/2020 PENN FOUNDATION EMPLOYEE ASSISTANCE PROGRAM $631.25 10569 07/30/2020 PSI PERSONNEL, LLC $951.30 10570 07/30/2020 TRI-STATE ELEVATOR CO INC $3,990.00 10571 07/30/2020 AMY M TRIMBLE $564.00 10572 07/30/2020 VERIZON BUSINESS SERVICES $65.34 10573 07/30/2020 VERIZON $665.23 10574 07/30/2020 LAURA L WAMBOLD $1,064.00 10575 07/30/2020 WESTERN PSYCHOLOGICAL SERVICES $329.34 10576 08/13/2020 21ST CENTURY MEDIA - PHILLY CLUSTER $529.66 10577 08/13/2020 ACCELERATE EDUCATION INCORPORATED $106,280.00 10578 08/13/2020 ACTIVE CHEMICAL CORPORATION $2,975.00 10579 08/13/2020 ELIZABETH ADAMSON $95.00 10580 08/13/2020 ADVANCED ASSESSMENT SYSTEMS, INC. $36,020.00 10581 08/13/2020 ASBO INTERNATIONAL $240.00 10582 08/13/2020 BECKER'S SCHOOL SUPPLIES $175.37 10583 08/13/2020 BOROUGH OF EAST GREENVILLE $634.85 10584 08/13/2020 BSN SPORTS LLC $5,546.00 10585 08/13/2020 CHAMBERS FLOORING, LLC $7,480.00 10586 08/13/2020 CHESTER COUNTY INTERMEDIATE UNIT $11.48 10587 08/13/2020 COMCAST $1,058.92 10588 08/13/2020 CONTRACT CLEANERS SUPPLY INC $9,600.33 10589 08/13/2020 COVENTRY PROPERTY SERVICES, INC $4,450.00 10590 08/13/2020 EMERGENCY SYSTEMS SERVICE CO INC $3,719.60 10591 08/13/2020 ESS NORTHEAST, LLC $628.72 10592 08/13/2020 FISHER & SON COMPANY, INC. $1,375.00 10593 08/13/2020 GORMAN & ASSOCIATES, P.C. $9,900.00 10594 08/13/2020 GRAINGER $1,034.80 10595 08/13/2020 HARRIS SCHOOL SOLUTIONS $4,522.71 10596 08/13/2020 HEWLETT-PACKARD FINANCIAL SERVICES CO. $185,658.80 10597 08/13/2020 DAVID C HOUSEL JR $1,150.00 10598 08/13/2020 IRVIN G TYSON & SON INC $175.00 10599 08/13/2020 JOHNSON CONTROLS FIRE PROTECTION LP $8,274.00 10600 08/13/2020 JOHNSTONE SUPPLY $105.93 10601 08/13/2020 KAP7 INTERNATIONAL INC $199.13 10602 08/13/2020 LEXIA LEARNING SYSTEMS LLC $28,000.00 10603 08/13/2020 LIBERTY PROPANE INC $1,482.59 August 13, 2020 22

Upper Perkiomen School District LIST OF PAYMENTS For the Period Ending August 13, 2020

Bank: 03 UNIVEST BANK & TRUST COMPANY Check No. Check Date Vendor Name Amount 10604 08/13/2020 LITERACY RESOURCES, LLC $87.99 10605 08/13/2020 LONGSTRETH SPORTING GOODS, LLC $225.85 10606 08/13/2020 LORI HORNING, TAX COLLECTOR $100.00 10607 08/13/2020 MAILROOM SYSTEMS INC $18.26 10608 08/13/2020 MARY JACOBS, TAX COLLECTOR $100.00 10609 08/13/2020 MCI $140.32 10610 08/13/2020 MEDCO SUPPLY COMPANY $17.91 10611 08/13/2020 MILAGRE KIDS SCHOOL, INC. $7,335.00 10612 08/13/2020 MITCHELL OUTDOOR SERVICES $900.00 10613 08/13/2020 MOYER INDOOR / OUTDOOR $2,567.00 10614 08/13/2020 NATIONAL ELEVATOR INSPECTION SERVICES, INC. $192.00 10615 08/13/2020 NCS PEARSON INC $2,275.00 10616 08/13/2020 OFFICE DEPOT $8,180.97 10617 08/13/2020 PA RURAL WATER ASSOC INC $317.00 10618 08/13/2020 PECO $5,505.07 10619 08/13/2020 PPL ELECTRIC UTILITIES - CONTINUOUS VOID $0.00 10620 08/13/2020 PPL ELECTRIC UTILITIES $38,972.46 10621 08/13/2020 R E MICHEL COMPANY, LLC $54.44 10622 08/13/2020 READING FOUNDRY & SUPPLY COMPANY $218.23 10623 08/13/2020 REPUBLIC SERVICES #320 $1,506.58 10624 08/13/2020 RYDIN DECAL $365.00 10625 08/13/2020 THE SHERWIN-WILLIAMS CO $215.31 10626 08/13/2020 SHANNON E SINCLAIR $95.00 10627 08/13/2020 SPEAR EXCAVATING LLC $480.00 10628 08/13/2020 SUN LIFE FINANCIAL $5,158.32 10629 08/13/2020 SWEET, STEVENS, KATZ & WILLIAMS LLP $24,610.00 10630 08/13/2020 THE UPPER HANOVER AUTHORITY $2,543.25 10631 08/13/2020 MARYBETH K THEORET $95.00 10632 08/13/2020 TOWN & COUNTRY NEWSPAPER $94.00 10633 08/13/2020 UNITED ELECTRIC SUPPLY COMPANY INC $7,206.50 10634 08/13/2020 UPPER MONTGOMERY JOINT AUTHORITY $9,104.75 10635 08/13/2020 VERIZON $1,040.71 10636 08/13/2020 WALTER'S SWIM SUPPLIES INC $374.15 10637 08/13/2020 WAMPOLE ENTERPRISES INC $484.28 10638 08/13/2020 WESTERN MONTGOMERY CAREER & TECHNOLOGY $151,368.17 10639 08/13/2020 LISA M WILLIAMS $95.00 10640 08/13/2020 WOOD NATURALLY INC $858.00 10641 08/13/2020 YOUNG'S TIRE & AUTOMOTIVE CENTER $36.03

TOTAL CHECKS $1,671,000.28 August 13, 2020 23 Upper Perkiomen School District LIST OF PAYMENTS For the Period Ending August 13, 2020

Bank: PENNSYLVANIA LOCAL GOVERNMENT INVESTMENT TRUST ‐ GO BOND 2019 Check/Wire No. Check Date Vendor Name Amount 1081 07/20/2020 BORO CONSTRUCTION $25,765.56 1082 07/20/2020 FREY LUTZ CORPORATION $8,250.00

Total Checks: $34,015.56