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Open Records Violations (Redacted)

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- How to safeguard informa on for archival

- How to safeguard informa on against unauthorized access


- How to properly and legally destroy informa on

As Weston held an officer's commission, she held a security clearance, a fact which she and others have
stated from the dais at least once (19 January 2023, mestamp 4:53:58 - recording available at
h ps://roundrockisdtx.new.swagit.com/videos/206060). This would then confirm that she had
successfully completed informa on handling and security training to military standards, and as such,
would have had prior knowledge of and experience with informa on handling rules and procedures
which are of a more rigorous standard than state or local law (see a ached exhibit 4) .

Since her elec on to the place 7 seat in 2020, Weston has repeatedly and frequently divulged private,
board-restricted, and confiden al informa on to her poli cal and financial supporters, including
individuals who were at the me ac vely engaged in li ga on against Round Rock ISD. In each instance,
Weston ac vely a empted to conceal the fact that informa on was being externally transmi ed to
unauthorized recipients by adding them to the BCC field, then placing her personal e-mail address
( ) in the To field.

Examples of such behavior are too numerous to list here, but include the following egregious viola ons:

- At least thirteen separate e-mails to Dus n Clark and Jeremy Story, who led a conserva ve
group called the Round Rock Parent Coali on. Story and Clark were later arrested a er
disrup ve behavior at the 14 September 2021 board mee ng, for which they were
repeatedly warned before being ejected by police (see a ached exhibit 5 - TPIA 2022-421).
They later sued Round Rock ISD in the Western District of Texas before their suit was
dismissed for lack of standing and merits.
- Repeated e-mails to John Keagy, Jill Farris, Linda Avila, Chris e Slape, and Don Zimmerman,
who were all members of the Round Rock Parent Coali on as well as the Round Rock One
Family PAC (see a ached exhibit 5 - TPIA 2022-421). These individuals later ran for various
places on the Round Rock ISD board in 2022 with public statements and pla orms created
by the Round Rock One Family PAC leaders (Jeremy Story and Jennifer Flok White) using
informa on that they would not have had access to without Weston's illicit disclosures. Each
candidate was soundly defeated in the 2022 general elec on.
- Repeated e-mails to leaders and members of the right-wing "Focus on Educa on in RRISD"
PAC, which include Robert Lesieur, Denise Ray, Kieu Tran, and others (see a ached exhibit 5 -
TPIA 2022-421).
- Repeated e-mails to individuals employed by the Texas Scorecard (Robert Montoya and
Jacob Asmussen), which is a right-wing media outlet headquartered in Leander, Texas and
run by the Empower Texans PAC leader Michael Quinn Sullivan (see a ached exhibit 5 - TPIA
2022-421). Their in-house counsel, Tony McDonald, has been Weston's counsel of record for
mul ple cases since the Scorecard's employees first received such e-mails from Weston.
Weston has since had repeated telephone calls with Robert Montoya, which has led to
pieces being published in the Scorecard and online.
- Repeated e-mails involving COVID-related materials and sta s cs were sent to individuals
ac vely li ga ng against RRISD in regards to mask restric ons (see a ached exhibit 5 - TPIA
2022-421).
- A orney-client privileged material was sent to various unprivileged par es outside of Round
Rock ISD. These include individuals at the Texas Educa on Agency (Jeffrey Co rill), the State
Board of Educa on (Tom Maynard), the Williamson County a orney (Doyle Hobbs), and a
Williamson County commissioner (Bill Gravell). Due to the breach of privilege, Round Rock
ISD engaged outside counsel to determine if Weston's ac ons cons tuted a breach of open
records and other laws. Outside counsel found that Weston's ac ons did in fact cons tute
knowing, willful breaches of various laws and would thus be considered official misconduct if
convicted (see a ached exhibit 6, Waddell-Serafino Report).

Weston repeatedly u lized her personally-owned iPhone to communicate via text message with
individuals at the Texas Educa on Agency. One such individual was Jeffrey Co rill, who, at the me, was
the Deputy Director of Standards and Engagement. Among other du es, Co rill worked with Garre
Black (Director of Sanc ons and Monitoring) to appoint TEA monitors to districts under correc ve ac on
plans or monitoring. One such individual was David Faltys, who served as Round Rock ISD's monitor from
December 2021 to mid-2023.

On 8 January 2022, a community member named created a public informa on act request
with TEA (TEA PIR 51435). She requested all communica ons, including text messages, that had occurred
between Co rill, Bone, and Weston. TEA's public informa on officer, Alejandra Gallegos, passed the
request on to Co rill, and Co rill responded with a number of text messages between himself and
Weston in which district business was conducted (see a ached exhibit 7, "Text Messages Between
Weston and Co rill").

A er clearly iden fying herself in her first message, Weston and Co rill discussed various subjects in
which they conducted official business. These included the following:

- Weston reques ng TEA guidance and legal advice regarding masking policy
- Co rill sta ng that that is a ma er for local law enforcement
- Co rill sta ng that his primary goal was "ensuring his (Governor Abbo ) leadership will is
carried out in the face of the detractors and those pursuing their own agenda. Seriously
doubt that needs clarifica on. But did feel the need in the event this ever gets PIRex (PIRed)"
- Weston sta ng that she just received a "very threatening e-mail from in house counsel,
Jenny Wells, and board counsel, Doug Poneck" (see exhibit 6, page 32). The e-mail Weston
referred to is a orney-client privileged content, which calls into ques on if the content was
disclosed verbally or otherwise to Co rill (as he was not privileged to see it).
- Weston reques ng a clandes ne mee ng with her and Mary Bone at Co rill's office ("Mary
and I need to meet with you this week. We are available from 1-4 PM on Thursday and
Friday and are prepared to meet you in the WBT building. Please advise"). Weston and Bone
then met with Co rill on 10 September 2021 at 1400 CST, according to both these text
messages and the calendar invita on (exhibit 8, " Accepted_ Mee ng_ RRISD Trustees @ Fri
Sep 10_ 2021 2pm - 3pm (CDT) (Co rill_ Jeffrey)").
- Weston discussing the events of the 14 September 2021 board mee ng in real me with
Co rill while the board is in recess. This included her using very clear language sta ng she
and Bone would be leaving the mee ng immediately on returning from recess. This
prevented Weston and Bone from vo ng on a tax rate, which is a required duty per Texas
Educa on Code 44.004, and led to Don Zimmerman's unsuccessful lawsuit against RRISD, in
which he claimed that the board did not have a required quorum to vote on and pass a tax
rate.
- Weston sta ng that she and Bone would refuse to a end the 21 September 2021 board
mee ng where a hearing to censure them would be held. Their later a endance was due to
Judge Betsy Lambreth issuing a TRO to prevent censure pending li ga on (which was later
mooted due to the United States Supreme Court ruling in HCCS v. Wilson permi ng
censure).

As these messages cons tuted her conduc ng district business with Co rill, Weston was under a legal
obliga on to preserve them per direc ves in TGC 552.002, which specifically states that text messages
which conduct official business are government records, and she, as such, was a temporary custodian of
the data with the requirement to preserve and archive it, as well as to submit the messages should they
be targeted by a public informa on act request. Co rill understood this and submi ed the messages to
his PIR officer upon receiving request in compliance with state law.

Once the PIR had been fulfilled, transferred a copy of the responsive data to Chiles. This included
mul ple tranches of e-mails and text messages between Co rill and various Round Rock ISD trustees and
employees. Chiles set to work reading through the tranches, and eventually, no ced that the provided
text messages between Co rill and Weston appeared to have been inappropriately excessively redacted.

On 13 October 2022, Chiles submi ed a public informa on request to Round Rock ISD, reques ng that
text messages discussing district business between either Bone or Weston and Co rill, Black, and Faltys
be provided per applicable open records laws (see a ached exhibit 9). Under TGC 552.002, this would
include text messages sent from personal devices in which district business was conducted, including the
messages listed above. As such, Weston would be legally obliged to provide said messages upon request
due to her du es as a temporary custodian of data, which was very clearly covered in the PIA training
she completed on 10 November 2020. Chiles also stated that he had documentary proof that such
messages had previously existed and would expect that messages would be provided appropriately.

On 25 October 2022, Round Rock ISD legal services replied to Chiles's request sta ng that there was no
material responsive to his query (see a ached exhibit 10). In a good-faith amicable a empt to resolve
the issue and give Weston a chance to submit the requested informa on, Chiles replied back with an
example of the text messages and asked that Round Rock ISD legal services have Weston reverify that
she had no responsive material (see a ached exhibit 11). Chiles con nued to follow up on the ma er on
both 2 November 2022 and 7 November 2022 (see a ached exhibits 12 and 13 respec vely).

On 10 November 2022, Round Rock ISD legal services replied back (see attached exhibit 14) sta ng " Our
Staff Attorney, Jacob Woolston, confirmed that there is no responsive information to your request."

Chiles then filed a grievance with Round Rock ISD in which he provided copies of text messages between
Weston and Co rill (see a ached exhibit 15). These messages were part of the tranche from PIR
that had been provided to Chiles. In order to remedy the grievance, Chiles requested that Weston turn
over any text messages between herself and Co rill, or, should she refuse, that the board find that
Weston's ac ons to be a possible viola on of open records laws and refer the ma er to law enforcement
as appropriate.
Weston provided a response to Chiles's grievance on 28 December 2022, which he obtained on 6
January 2022 (see a ached exhibit 15, page 8). In it, Weston stated "In responding to Public Informa on
Act requests, including requests from Mr. Chiles, I worked in good faith with the district's legal counsel
to locate and produce any responsive informa on. I do not possess any texts to or from anyone from
the year 2021."

Chiles discussed the ma er with counsel, and while discussing Weston's response with Chiles, counsel
offered the opinion that Weston's response cons tuted a prima facie admission to viola ng TGC
552.351 and TGC 552.353, as well as possibly admi ng to viola ons of Texas law regarding
unauthorized destruc on of government records and misuse of official informa on (Texas Penal Code
39.06, 37.10).

13 Admin Code 7.125(a)(1) requires that such records are required to be archived for a minimum period
of three years, and several other laws (TAC 7.78(a), TGC 552.004(b), and LGC 202.001(a)) prohibit
destruc on of records without authoriza on, which Weston did not receive.

Chiles presented these facts to the Round Rock ISD board in closed session on 12 January 2023 in a
good-faith a empt to have the board resolve the issue amicably or to have them refer the issue to law
enforcement. Due to Trustee Bone and Weston's unprofessional and boorish behavior at board
mee ngs, the board was unable to resolve it internally.

Over the next six months, Chiles reached out to various law enforcement branches in an a empt to find
the appropriate organiza on to handle the complaint, including the Williamson County a orney's office,
the A orney General's PIA office, the Round Rock ISD police department, and eventually the Williamson
County sheriff (who referred him back to the Round Rock ISD police department and Detec ve Lauren
Griffith, who appears to have dropped the ma er despite Chiles's repeated requests to follow up with
her). Eventually, Chiles learned that per TGC 552, viola ons of open records laws must go to the county
a orney or district a orney's offices, and he reached out again to find out how to proceed.
Charges
As detailed above:

- Weston admi ed in wri ng to failure to fulfill her du es as a temporary custodian of data


when she failed to retain (either deliberately or through negligence) copies of text messages
between her and Jeffrey Co rill at TEA in which they conducted official business. This is a
viola on of TGC 552.351 and TGC 552.353 and cons tutes official misconduct.
- Weston admi ed in wri ng to failure to fulfill her du es as a temporary custodian of data
when she failed to retain (either deliberately or through negligence) copies of text messages
between her and other individuals in which they conducted official business for the en re
year of 2021. This is a viola on of TGC 552.351 and TGC 552.353 and cons tutes official
misconduct. It may also cons tute a viola on of TPC 39.06, as individuals who received
Weston's illicit and clandes ne e-mails used them to a empt to profit off of li ga on as well
as to further their poli cal campaigns.
- Weston admi ed in wri ng to tampering with a government record by destroying text
messages in which she conducted official business between herself and Jeffrey Co rill at
TEA. This is a viola on of TPC 37.10 (a)(3) with intent to defraud the open records requestor
and cons tutes official misconduct.
Exhibit 1

Weston's Training
Completion Certificates
Exhibit 2

Weston's Biography
Danielle Weston | Board of Trustees https://roundrockisd.org/about-rrisd/board-of-trustees/danielle-weston/

Danielle Weston | Board of Trustees

Place 7

Current term: 2020-2024


Trustee since 2020

Danielle is a decorated US Air Force veteran and mom. She has been married to Frederick Weston III
(Trace), Lt Col USAF (Ret) for over 20 years. They have lived and served around the country as
officers on active duty. Theirs is a blended family with five children they are very proud of and love
more than anything. As parents they know that raising children is not a success-only journey.

After successful tours in USAF Security Forces, Civil Engineering, Base Operations and Aircraft
Maintenance organizations, Danielle worked in the private sector as a leader in Human Resources.
She has interviewed and selected countless job seekers for various employment opportunities, worked
to establish her firm as an “Employer of Choice” and understands the needs of a changing workforce.
She holds an undergraduate degree in English from the University of Kansas and a Master’s Degree
from Webster University in Human Resources Development. She is also a Top Flight graduate from
the USAF Squadron Officer’s School and has been awarded numerous military decorations including
the Meritorious Service Medal.

She has served as a student mentor in Round Rock ISD on multiple Title 1 campuses, served as an
elected member of the Round Rock High School Dragon Band Boosters and on the district’s Gifted &
Talented Advisory Council. She was elected to the Round Rock ISD Board of Trustees in Nov 2020
with 54% of the vote, more than any of the 11 candidates running for the seats on the ballot in 2020.

1 of 1 8/11/2023, 11:23 AM
Exhibit 3
USAF Clearance
Requirements for Officer
Candidate School Enrollment
Active Duty Post-Selection Instructions
AD Post Selection Instructions
1. Congratulations on your selection!
1.1. The Officer Training program at OTS is the gateway to the Air Force officer
corps. OTS helps prepare you for the leadership challenges you'll face as an
officer in the Air Force. As an Officer Trainee, you're tested and trained for 8
weeks in an academically and physically challenging program. You'll find
earning your officer's commission to be as rewarding as earning your
degree. But even more rewarding will be your career as an Air Force Officer!
1.2. To better help with your transition from the enlisted corps to the
officer corps, it is important for you to review and comply with the
following information, as well as the information listed on the
Officer Training School website:
https://www.airuniversity.af.edu/Holm-Center/OTS/
You will find information on the Officer Training School Page and a link to
the Welcome Guide. Once assigned to a class you will receive an e-mail
from WINGS at your non-military email provided with directions on how to
login and complete the prerequisite course prior to reporting to class.
1.3. If you have Air Force questions, you may email
AFRS.LO.Accessions@us.af.mil after you have read all program
guidance and information. Please understand we have a limited
staff and it may take several days to get a response. Do not send
duplicate emails. All emails are answered in the order received.
1.4. Applicants will not receive a class assignment until all post-
selection requirements have been satisfied. These instructions
address items that apply to all OTS selects and some that are
specific to AFSC. Locate your Air Force Specialty Code (AFSC),
refer to the table of AFSC requirements below, and review the
associated notes that follow. Once you have completed all the
identified requirements, you will be processed for a class
assignment. If time permits, you may receive a courtesy reminder
from AFRS.LO.Accessions@us.af.mil listing your missing
requirements. However, please do not rely on reminders as it is your
responsibility to ensure you satisfy all post-selection requirements.
1.5. You will receive your official class notification via WINGS email to provided
non-military email. Any issues with your WINGS account needs to be
directed to the WINGS Helpdesk. The helpdesk cannot help with class
assignments. You may contact the WINGS helpdesk by emailing:
OTS.Registrar.Workflow@us.af.mil

2. Class Assignments
2.1. All selects must fill out the ‘Active Duty Post-Selection Form’ and send it to
AFRS.LO.Accessions@us.af.mil. If sending encrypted members must look up
email in global (AFRS/RSOCL LO Accessions) not just copy and paste from this
document.

2.2. Air Force needs will dictate which AFSCs are assigned to a class first.
2.3. Please limit inquires on attaining class assignment dates. However, if you
feel you have a special circumstance that requires our attention, please
send a detailed email to: AFRS.LO.Accessions@us.af.mil
Active Duty Post-Selection Instructions
2.4. If you are currently deployed or in the process of entering a deployment,
be sure to adjust your “Date of Availability” accordingly on the ‘Active Duty
Post-Selection Form.’ Deployments take precedence over OTS. Only your
commander can request modification to your deployment length or
cancellation if it is deemed possible or necessary. Please note that
cancellation of a deployment will not necessarily advance your class
assignment. Your commander may email AFRS.LO.Accessions@us.af.mil
if they have any questions.
2.5. Once all requirements are met, AFRS/RSOCL will forward your record to
AFPC/DP1TSA to process your follow-on assignment through your Military
Personnel Flight (MPF) Relocation Office. You will receive your AFPC
notifications in MyPers, via CMS case email notification. Once you receive
your assignment notification from AFPC, contact your FSS Relocations
office to set-up an initial assignment appointment to initiate manual order
generation. (Note: Due to CMS having a standard format message, it will
state that there is a problem, however, there is not a problem on the initial
notifications.)

3. Fitness Program IAW AFI 36-2905


It is your responsibility and your commander’s responsibility to ensure that you
meet the standards Department of the Air Force Manual (DAFMAN) 36-2905, Air
Force Physical Fitness Program, Chapter Six. Failure to meet this standard upon
arrival to OTS will result in your elimination from OTS. (Note: You will be
administered the fitness test within the first week of OTS.)

4. Assignment Availability Code 5


We will be requesting your AAC 05 to be extended out 1 year from your
selection date to prevent you from getting an enlisted assignment. Contact us
immediately if you have or receive an enlisted assignment that has not been
cancelled.

5. Retainability - DO NOT SEPARATE!


Those currently assigned to a CONUS location are required to attain a minimum
of 6 months retainability from their estimated OTS graduation date. Those who
are currently overseas will need to have 12 months retainability beyond their
OTS class report date before HQ AFRS/RSOCL may submit their DEROS
curtailment request. (Note: This is required to prevent the personnel system
from automatically changing a member’s DEROS to their Date of Separation.
This can happen once the member is within 12 months of their separation date).

6. Overseas Select
You are required to complete half of your overseas tour prior to going to OTS.
Your class assignment will be established as close to your DEROS as possible.
We will make every attempt to minimize the necessity for an overseas
extension, however, you may be required to extend after you receive your class
and follow-on assignment. If a DEROS curtailment is required, HQ AFRS/RSOCL
Active Duty Post-Selection Instructions
will initiate the request to AFPC/DPAA5 60-90 days prior to your OTS class
report date.

7. Volunteer DEROS Extension Memo


7.1 If you are within 90 days of your DEROS and you haven’t received your
CMS case, please email: AFRS.LO.Accessions@us.af.mil.
7.2 Prior to HQ AFRS/RSOCL requesting a DEROS extension, you need to have
12 months retainability beyond your OTS class report date. If an extension is
required once you receive your CMS email, complete the volunteer DEROS
Extension Memo. Send memo with an updated CDB showing your Date of
Separation is 12 months beyond your OTS class report date to
AFRS.LO.Accessions@us.af.mil.

8. Clarification on items needed upon arrival to OTS.


8.1 Government Travel Card (GTC). You are required to contact your
GTC Coordinator to place your GTC in Mission Critical Status as a part of your
out-processing for your TDY in-route PCS assignment.
8.2 Conferred Degree/Transcript. Individuals who did not provide
conferred transcripts with application are required to send official, conferred
transcripts in PDF format to AFRS.LO.Accessions@us.af.mil. Do NOT have
schools send e-transcripts directly to this org box. All such emails will be
deleted. Do NOT have transcripts mailed to this office’s address.
8.3 An official, sealed, conferred, hard copy transcripts for a qualifying
degree must be hand-carried to OTS when reporting or mailed to: Officer
Training School; cadet name, class number; 22 TRSS/MSPC, 501 Lemay Plaza
North; Maxwell AFB, AL 36112-6417. The official transcript must reflect degree,
major, day, month, and year awarded. (Note: Your transcript CANNOT have
"Issued to Student" stamped on it. To avoid this from occurring, you may send
your official transcript to your supervisor at your duty address.)
Active Duty Post-Selection Instructions
10. AFSC Specific Notes
10.1. Physical

10.1.1.Selection is tentative pending a final review of medical qualifications.


Please read this section thoroughly to ensure you meet all post-selection
medical requirements for your AFSC. The AF Form 422 is NOT sufficient
medical qualification for 92T0, 92T1, 92T2, 92T3, 13D1, 13L1, 13M1,
13N1 or 13S1. Your Military Treatment Facility (MTF) will document and
forward your physical to the AFRS/RSG electronically. You will need to
periodically check with your MTF on the status of your physical. Once
your physical has been certified by the AFRS/RSG and you have a copy,
email your DD FM 2808, page 1 only, with the AFRS/RSG certification
stamp to AFRS/RSOCL to: AFRS.LO.Accessions@us.af.mil
10.1.2.Individuals who are already physically qualified in an equivalent
enlisted special flying duty 13XX AFS MTF should refer to AFI 48-123 to
determine if a new physical is required. If a new physical is not required,
then acquire a new AF FM 422 with the mandatory statement that
includes the AFSC selected:
“Based on full record review member is medically qualified for
continued enlistment, commissioning and cleared for
worldwide duty for AFSC XXXX, type of physical on file
(FCIII/ARSMOD/ARATC) and does not have an ALC or is in the
process of a medical evaluation board (MEB). Also member
does not have an AF Form 469 with Duty Limiting Condition
Report describing duty limitations or exemption from any
component for Fitness Testing. Member has/has not had PRK
or Lasik surgery. Surgery date was on (date). Member meets
AF normal color vision standards per administration of the Cone
contrast test, if applicable.”
10.1.3. The following is a list of the types of physicals needed for each Air
Force Specialty that requires more than the basic AF FM 422 that you
submitted with your application. Ensure that your MTF reviews for all
listed AFSC and not only for the AFSC selected. This will allow AFRS/RSG
to easily inform us of other jobs you are qualified for in the event that
you are medically disqualified from your selected AFSC. This will prevent
you from having to resubmit for other jobs:
11H1 (Helicopter Pilot): FC1/FC1A/FCIII/GBO
92T0 (Pilot): FC1/FC1A/FCIII/GBO
92T1 (CSO): FC1A/FCIII/GBO
92T2 (ABM): FCIII/GBO
92T3 (RPA): GBO (Cert pg from AFRS/RSG will still have the
statement that must pass MFS)
13C1 (STO): SWA
13D1 (CRO): SWA
13L1 (TACP): SWA
13M1 (ATC): ATC
13N1 (MISSILE): GBC MOD
Active Duty Post-Selection Instructions
13S1 (SPACE): AF FM 422 (with mandatory statement and contrast
cone test sentence, as seen above in paragraph 10.1.2.)
10.1.4.All active duty enlisted members selected for 92T0 or 92T3 will report
to Medical Flight Screening at Wright-Patterson upon completion of their
FC1/IIU physical and OTS class assignment. Members will receive a TDY
RIP through the normal TDY channels. Follow the instructions on the
RIP. Pilot and RPA selects need to remove their contact lens 30 days
(soft) or 90 days (hard) prior to attending medical Flight screening at
Wright-Patterson AFB.
10.2. Security Clearance
10.2.1.All security clearances must be current or initiated prior to reporting to
OTS. Top Secret (T5) clearances are valid for 6 years and Secret (T3)
clearances are valid for 10 years. Review your security clearance type
and investigation close date to determine any required action.
10.2.2. It is a requirement to initiate or update a Single Scope Background
Investigation (SSBI) Top Secret (T5) for selects classified into an AFSC
listed on the Mandatory SSBI Requirement List for Officer AFSCs in the
Air Force Officer Classification Directory. (See the table above for entry
level AFSC that require a T5.)
10.2.3.All other AFSC must initiate or update a National Agency Check, Local
Checks and Credit Check (NACLC) Secret (T3) prior to reporting to OTS,
as needed.
10.2.4. If you have the required type of security clearance but it has or will
become due within 60 days of your OTS class start date, then you need
to do your periodic update. If you need to initiate or update your
clearance, your point of contact is your Unit Security Manager. You will
need to provide a copy of the selection message, AFSC job description
with clearance requirement from AF Officer Classification Directory
(AFOCD), and this document for their records. Email
AFRS/LO.Accessions@us.af.mil if your security manager needs any
additional information. (The AFOCD is located in myPers. Locate it by
clicking on officers and then search for AFOCD.)

10.2.5.If you have to initiate your security clearance, you must provide HQ
AFRS/RSOCL with verification of your security clearance initiation.
Provide either a memorandum from your security manager, a finalized
AF FM 2583, or an updated Record Review Update (RRU) from the
Military Personnel Data System (MilPDS) reflecting the required
security clearance action has been initiated or completed. A security
clearance suspense will not be placed on your record if no action is
required and the RRU in your application is current and meets your
Officer AFSC security clearance requirements.
Active Duty Post-Selection Instructions
10.3. Base Choices List
Refer to the ‘Base Choices List’ attachment (located in the attachments –
under the paper-clip icon to the left in this document). For the AFSC choices
that require the ‘Base Choices List,’ please enter up to 8 base choices in
order of preference on the ‘Active Duty Post-Selection Form.’ Be sure to
email the form to AFRS.LO.Accessions@us.af.mil
10.4. Personal Reliability Program (PRP)
The complete PRP packet is in the ‘Active Duty Post-Selection PRP
Instructions’ (refer to Attachments). Please send us an email if you require
the PRP packet and we will send it to you. You will submit the PRP packet by
emailing it to AFRS.LO.Accessions@us.af.mil
Exhibit 4

Redacted
Exhibit 5

TPIA 2022-421
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dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ ZŽď >Ğůŵ
DĞƐƐĂŐĞͲ/͗ фDϳƚŐYϬƵ&ͺ,Ğs>dϬdžď^ǀϲŝŝƚĨͲǀtƵĞĨĐнZϵĚǀŚKϭϲƋΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϳĂϳϴϱďϵϰϱϬϰďďϱϬϯϴϰϰϮĨĞϳϮϵϮĚϯĐϯϱĂ
ƚƚĂĐŚŵĞŶƚƐ͗ :ϭ͘DĂƐŬ DĂƚƌŝdž͘ƉĚĨ

&z/͘ WůĞĂƐĞ ĚŽŶΖƚ ƌĞƐƉŽŶĚ͘ zŽƵ ĐĂŶ ƐŚĂƌĞͬĨŽƌǁĂƌĚ ƚŽ ǁŚŽĞǀĞƌ LJŽƵ ǁĂŶƚ͘

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ DŽŶ͕ ^ĞƉ ϭϯ͕ ϮϬϮϭ Ăƚ ϭϬ͗ϯϭ D
^ƵďũĞĐƚ͗ WůĞĂƐĞ ZĞŵŽǀĞ /ƚĞŵ :ϭ ĨƌŽŵ dŽŵŽƌƌŽǁΖƐ ŐĞŶĚĂ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ŵLJ tĞŝƌ
фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ
фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх͕ ŽƵŐ WŽŶĞĐŬ фĚƉŽŶĞĐŬΛĞƐĐĂŵŝůůĂƉŽŶĞĐŬ͘ĐŽŵх͕ :ĞŶŶLJ tĞůůƐ
фũĞŶŶŝĨĞƌ ǁĞůůƐΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ŽLJůĞ ,ŽďďƐ фĚŚŽďďƐΛǁŝůĐŽ͘ŽƌŐх

ƌ njĂŝĞnj Θ WƌĞƐ tĞŝƌ͕


ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ ŐĞŶĚĂ /ƚĞŵ ĨŽƌ ϭϬͬϮϭ
ĂƚĞ͗ tĞĚ͕ ϭϯ KĐƚ ϮϬϮϭ Ϭϵ͗ϱϳ͗ϱϴ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐdũ&Ŷϰdž^Ŭнǀ:DŬϴsϴŚ:'ĞϮE'Ăϱ>ϳƋϮϵϮƌϵͺĨǁdžďƵϭYΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĨϬĞϮĞϳĞϳϴĞĨĚϳĂĞĂĞϴϲĂϳϮϯĞĨϯϬϭϮĂϲϭ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ tĞĚ͕ KĐƚ ϭϯ͕ ϮϬϮϭ Ăƚ ϵ͗ϱϲ D
^ƵďũĞĐƚ͗ &ǁĚ͗ ŐĞŶĚĂ /ƚĞŵ ĨŽƌ ϭϬͬϮϭ
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϱ͗ϯϮ WD
^ƵďũĞĐƚ͗ ZĞ͗ ŐĞŶĚĂ /ƚĞŵ ĨŽƌ ϭϬͬϮϭ
dŽ͗ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ,ĂĨĞĚŚ njĂŝĞnj
фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ
фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

/ ƐĞĐŽŶĚ ƚŚŝƐ ĂƐ ĂŶ ĂŐĞŶĚĂ ŝƚĞŵ ĨŽƌ ƚŚĞ Ϯϭ KĐƚ ďŽĂƌĚ ŵĞĞƚŝŶŐ͘ /ƚ ǁĂƐŶΖƚ ƚŚĂƚ ůŽŶŐ ĂŐŽ ƚŚĂƚ / ǁĂƐ
Ă ƉĂƌĞŶƚ ĂƚƚĞŶĚŝŶŐ ƐĐŚŽŽů ďŽĂƌĚ ŵĞĞƚŝŶŐƐ͘ / Ăŵ ŶŽƚ Ă ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚ͘ / Ăŵ Ă ǀĞƚĞƌĂŶ͕ ǁŝĨĞ
ĂŶĚ ŵŽƚŚĞƌ͘ dŚĞ E^ ůĞƚƚĞƌ ŝƐ ŽĨĨĞŶƐŝǀĞ ĂŶĚ ĚŝƐŐƵƐƚŝŶŐ͘

/ ǁƌŽƚĞ Ă ůĞƚƚĞƌ ƚŽ d^ ƚŽĚĂLJ ĂƐŬŝŶŐ ĨŽƌ Ă ƌĞďƵƚƚĂů ƚŽ ƚŚĞ E^ ůĞƚƚĞƌ ƚŚĂƚ ŐŽĞƐ ŵƵĐŚ ĨƵƌƚŚĞƌ
ƚŚĂŶ ǁŚĂƚ d^ ŚĂƐ ƐĂŝĚ͘ / ǁĂŶƚ ƚŽ ƐĞĞ ƐŽŵĞƚŚŝŶŐ ĨƌŽŵ d^ ĂůŽŶŐ ƚŚĞ ůŝŶĞƐ ŽĨ ǁŚĂƚ ĐĂŵĞ ŽƵƚ
ŽĨ &ůŽƌŝĚĂ͘ /Ĩ d^ ĚŽĞƐ ŶŽƚ ĚŽ ƚŚŝƐ͕ / ǁŝůů ďĞ ĞŶĚŝŶŐ ŵLJ ŵĞŵďĞƌƐŚŝƉ ǁŝƚŚ d^͘ KƵƌ
ĐŽŵŵƵŶŝƚLJ ǁŽƵůĚ ůŝŬĞ ƚŽ ŬŶŽǁ ǁŚĞƌĞ ŽƵƌ ƚƌƵƐƚĞĞƐ ƐƚĂŶĚ ŽŶ ƚŚŝƐ ƉƌĞƉŽƐƚĞƌŽƵƐ ƚĂůŬ ŽĨ ΗƉĂƌĞŶƚƐ
ĂƌĞ ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚƐ ŝŶ ƐĐŚŽŽů ďŽĂƌĚ ŵĞĞƚŝŶŐƐΗ ĨƌŽŵ ƚŚĞ E^͘ WůĞĂƐĞ ƉƵƚ dƌƵƐƚĞĞ ŽŶĞΖƐ
ƌĞƋƵĞƐƚ ŽŶ ƚŚĞ ĂŐĞŶĚĂ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ ŐĞŶĚĂ /ƚĞŵ ĨŽƌ ϭϬͬϮϭ
ĂƚĞ͗ tĞĚ͕ ϭϯ KĐƚ ϮϬϮϭ Ϭϵ͗ϱϲ͗ϭϱ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
DĞƐƐĂŐĞͲ/͗ фDϳƚŐ^^^LJŚƉͺ<ĞŵϬEŚǁǁŝǁE<ϰŵWϳϲ'ϳEdYŬKϵŚŐǀŐƋZϭŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϳϱϲϴďϵϭϭϵϵϰϭϳĐϮϬĚĨĞϭďĐďϬϬϰďϵϳϵϰϴ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϱ͗ϯϮ WD
^ƵďũĞĐƚ͗ ZĞ͗ ŐĞŶĚĂ /ƚĞŵ ĨŽƌ ϭϬͬϮϭ
dŽ͗ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ DĂƌLJ ŽŶĞ фŵĂƌLJͺďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

/ ƐĞĐŽŶĚ ƚŚŝƐ ĂƐ ĂŶ ĂŐĞŶĚĂ ŝƚĞŵ ĨŽƌ ƚŚĞ Ϯϭ KĐƚ ďŽĂƌĚ ŵĞĞƚŝŶŐ͘ /ƚ ǁĂƐŶΖƚ ƚŚĂƚ ůŽŶŐ ĂŐŽ ƚŚĂƚ / ǁĂƐ
Ă ƉĂƌĞŶƚ ĂƚƚĞŶĚŝŶŐ ƐĐŚŽŽů ďŽĂƌĚ ŵĞĞƚŝŶŐƐ͘ / Ăŵ ŶŽƚ Ă ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚ͘ / Ăŵ Ă ǀĞƚĞƌĂŶ͕ ǁŝĨĞ
ĂŶĚ ŵŽƚŚĞƌ͘ dŚĞ E^ ůĞƚƚĞƌ ŝƐ ŽĨĨĞŶƐŝǀĞ ĂŶĚ ĚŝƐŐƵƐƚŝŶŐ͘

/ ǁƌŽƚĞ Ă ůĞƚƚĞƌ ƚŽ d^ ƚŽĚĂLJ ĂƐŬŝŶŐ ĨŽƌ Ă ƌĞďƵƚƚĂů ƚŽ ƚŚĞ E^ ůĞƚƚĞƌ ƚŚĂƚ ŐŽĞƐ ŵƵĐŚ ĨƵƌƚŚĞƌ
ƚŚĂŶ ǁŚĂƚ d^ ŚĂƐ ƐĂŝĚ͘ / ǁĂŶƚ ƚŽ ƐĞĞ ƐŽŵĞƚŚŝŶŐ ĨƌŽŵ d^ ĂůŽŶŐ ƚŚĞ ůŝŶĞƐ ŽĨ ǁŚĂƚ ĐĂŵĞ ŽƵƚ
ŽĨ &ůŽƌŝĚĂ͘ /Ĩ d^ ĚŽĞƐ ŶŽƚ ĚŽ ƚŚŝƐ͕ / ǁŝůů ďĞ ĞŶĚŝŶŐ ŵLJ ŵĞŵďĞƌƐŚŝƉ ǁŝƚŚ d^͘ KƵƌ
ĐŽŵŵƵŶŝƚLJ ǁŽƵůĚ ůŝŬĞ ƚŽ ŬŶŽǁ ǁŚĞƌĞ ŽƵƌ ƚƌƵƐƚĞĞƐ ƐƚĂŶĚ ŽŶ ƚŚŝƐ ƉƌĞƉŽƐƚĞƌŽƵƐ ƚĂůŬ ŽĨ ΗƉĂƌĞŶƚƐ
ĂƌĞ ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚƐ ŝŶ ƐĐŚŽŽů ďŽĂƌĚ ŵĞĞƚŝŶŐƐΗ ĨƌŽŵ ƚŚĞ E^͘ WůĞĂƐĞ ƉƵƚ dƌƵƐƚĞĞ ŽŶĞΖƐ
ƌĞƋƵĞƐƚ ŽŶ ƚŚĞ ĂŐĞŶĚĂ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ WĂƌĞŶƚƐ ŝŶ ƐĐŚŽŽůƐ
ĂƚĞ͗ tĞĚ͕ ϭϯ KĐƚ ϮϬϮϭ Ϭϵ͗ϱϯ͗ϱϬ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐYWt&t&ϵdyϳ&,<ĚŶŝEǁϴϴƉŽ>>>ŬĚďϲLJ&ϰ'ĨĞDǁƋĐhŐYΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĂĚďϵĂϵďϬĐϵϲĞϮĨϰĂϭϮϬĐϬϯϯϵϯϵĨϬϳϲĞϭ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ &ƌŝ͕ KĐƚ ϴ͕ ϮϬϮϭ Ăƚ ϲ͗ϱϭ WD
^ƵďũĞĐƚ͗ ZĞ͗ WĂƌĞŶƚƐ ŝŶ ƐĐŚŽŽůƐ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ DĂƌLJ ŽŶĞ фŵĂƌLJͺďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ĂŶŝĞů WƌĞƐůĞLJ фĂŶŝĞůͺWƌĞƐůĞLJΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕
ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

tŚĂƚΖƐ ŝŶ ƚŚĞ ďŽĂƌĚ ƵƉĚĂƚĞ ĨĂůůƐ ƐŚŽƌƚ ŽĨ ŵLJ ĞdžƉĞĐƚĂƚŝŽŶƐ ĂŶĚ ǁŚĂƚ / ďĞůŝĞǀĞ ĂƌĞ ƚŚĞ
ĞdžƉĞĐƚĂƚŝŽŶƐ ŽĨ ŽƵƌ ĐŽŵŵƵŶŝƚLJ͘

ΗWĂƌĞŶƚƐ ǁŚŽ ŝŶƐŝƐƚ ŽŶ ĞĂƚŝŶŐ ǁŝƚŚ ƚŚĞŝƌ ƐƚƵĚĞŶƚΗ͘͘͘ƌĞĂůůLJ͍

Η,ĂǀĞ ƚŽ ĞĂƚ ŽĨĨ ĐĂŵƉƵƐ Žƌ ŽƵƚƐŝĚĞΗ͘͘͘ƌĞĂůůLJ͍

,ĂǀĞ ǁĞ ĨŽƌŐŽƚƚĞŶ ǁŚLJ / ĂŶĚ ŵĂŶLJ ƉĂƌĞŶƚƐ ŽĨ ŽƵƌ LJŽƵŶŐĞƌ ƐƚƵĚĞŶƚƐ ǀŝƐŝƚ ƚŚĞ ĐĂŵƉƵƐĞƐ͍ /ƚΖƐ ƚŽ
ƐĞĞ ŚŽǁ ŽƵƌ ŬŝĚƐ ĂƌĞ ǁŝƚŚ ƚŚĞŝƌ ƉĞĞƌƐ͕ ǁŝƚŚ ƚŚĞŝƌ ƚĞĂĐŚĞƌƐ͕ ŝŶ ĂŶ ĞŶǀŝƌŽŶŵĞŶƚ ƚŚĞLJ ƐƉĞŶĚ Ăůů ĚĂLJ
ŝŶ͘ /ƚΖƐ ŶŽƚ ƚŽ ďĞ ƐĞƉĂƌĂƚĞĚ ĨƌŽŵ ĞǀĞƌLJŽŶĞ͘

dŽ ŵLJ ŬŶŽǁůĞĚŐĞ͕ ǁĞ ŚĂǀĞ ŶŽƚ ŚĂĚ Ă ƐŝŶŐůĞ ƐƚƵĚĞŶƚ ŚŽƐƉŝƚĂůŝnjĞĚ Žƌ ĚŝĞĚ ŽĨ ŽǀŝĚ͘ ǀĞƌ͘ ĂŶΖƚ
ƐĂLJ ƚŚĞ ƐĂŵĞ ĨŽƌ ƐƵŝĐŝĚĞ͕ ƚƌĂĨĨŝĐ ĂĐĐŝĚĞŶƚƐ ĂŶĚ ŚŽƐƉŝƚĂůŝnjĂƚŝŽŶƐ ĨƌŽŵ ƐĞůĨ ŚĂƌŵ͘

dŚĞ ŵŽƌĞ ǁĞ ĚŽƵďůĞ ĚŽǁŶ ŽŶ ƚŚŝƐ ŚLJƐƚĞƌŝĂ͕ ƚŚĞ ŵŽƌĞ ŽƵƌ ĞŶƌŽůůŵĞŶƚ ǁŝůů ĚĞĐůŝŶĞ ĂŶĚ ŽƵƌ
ĐŽŵŵƵŶŝƚLJ ǁŝůů ďĞĐŽŵĞ ŵŽƌĞ ĂŶĚ ŵŽƌĞ ĚŝƐĐŽŶŶĞĐƚĞĚ ĨƌŽŵ ŽƵƌ ƐĐŚŽŽůƐ͘ dŚŝƐ ǁŝůů ŶĞŐĂƚŝǀĞůLJ
ŝŵƉĂĐƚ ĞǀĞƌLJ ĂƐƉĞĐƚ ŽĨ ŽƵƌ ŵŝƐƐŝŽŶ͘

^ĂĚ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ &ƌŝ͕ KĐƚ ϴ͕ ϮϬϮϭ Ăƚ ϰ͗ϰϯ WD ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

'ŽŽĚ ĂĨƚĞƌŶŽŽŶ dƌƵƐƚĞĞƐ ŽŶĞ ĂŶĚ tĞƐƚŽŶ͕

/ ŚŽƉĞ ƚŚŝƐ ĞŵĂŝů ĨŝŶĚƐ LJŽƵ ǁĞůů͘ dŚĂŶŬ LJŽƵ ĨŽƌ ŝŶƋƵŝƌŝŶŐ ĂďŽƵƚ ƚŚŝƐ ĐŽŶĐĞƌŶ͘ tĞ ĂƌĞ ŶŽƚ ďĂƌƌŝŶŐ
ƉĂƌĞŶƚƐ ĨƌŽŵ ĞĂƚŝŶŐ ůƵŶĐŚ ǁŝƚŚ ƚŚĞŝƌ ƐƚƵĚĞŶƚƐ͘ ƌ͘ WƌĞƐůĞLJ ŝƐ ƐĞŶĚŝŶŐ ĂŶ ƵƉĚĂƚĞ ĂďŽƵƚ ƚŚŝƐ
ĐŽŶĐĞƌŶ͘ /Ŷ ĂĚĚŝƚŝŽŶ͕ ŽƵƌ ƉƌŝŶĐŝƉĂůƐ ĂƌĞ ǁŽƌŬŝŶŐ ǁŝƚŚ ŽƵƌ ƉĂƌĞŶƚƐ ƚŽ ĂĐĐŽŵŵŽĚĂƚĞ ƚŚĞŝƌ
ƌĞƋƵĞƐƚƐ͘ WůĞĂƐĞ ůĞƚ ƵƐ ŬŶŽǁ ŝĨ LJŽƵ ĂƌĞ ĂǁĂƌĞ ŽĨ Ă ƉĂƌƚŝĐƵůĂƌ ƐŝƚƵĂƚŝŽŶ ƐŽ ǁĞ ĐĂŶ ĂĚĚƌĞƐƐ ŝƚ͘
ZĞƐƉĞĐƚĨƵůůLJ͕

Dr. Hafedh Azaiez

Superintendent of Schools

ƌ͘ ,ĂĨĞĚŚ njĂŝĞnj


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KŶ &ƌŝ͕ KĐƚ ϴ͕ ϮϬϮϭ Ăƚ ϭϮ͗Ϭϯ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

ƌ njĂŝĞnj͕

/ Ăŵ ŐƌŽǁŝŶŐ ǁĞĂƌLJ ĨƌŽŵ Ăůů ŽĨ ƚŚŝƐ͘ KǀĞƌ ĂŶĚ ŽǀĞƌ / ĞdžƉƌĞƐƐ ŵLJ ŽƉƉŽƐŝƚŝŽŶ ƚŽ ďĂƌƌŝŶŐ ƉĂƌĞŶƚƐ
ĨƌŽŵ ĞŶƚĞƌŝŶŐ ŽƵƌ ƐĐŚŽŽůƐ ĂƐ ƚŚĞLJ ǁŝƐŚ͘ / ǁŝůů ƚĞůů LJŽƵ ƚŚĂƚ ǁŚĞŶ ŵLJ ĐŚŝůĚƌĞŶ ǁĞƌĞ ŝŶ
ĞůĞŵĞŶƚĂƌLJ ĂŶĚ ŵŝĚĚůĞ ƐĐŚŽŽů͕ / ƐƉĞŶƚ Ă ůŽƚ ŽĨ ƚŝŵĞ ŽŶ ƚŚĞŝƌ ĐĂŵƉƵƐĞƐ ŚĞůƉŝŶŐ ƚŚĞ ƚĞĂĐŚĞƌƐ͕
ƐƚƵĚĞŶƚƐ ĂŶĚ ĂĚŵŝŶŝƐƚƌĂƚŽƌƐ͘ ,ĂĚ / ĞǀĞƌ ďĞĞŶ ŵĞƚ ǁŝƚŚ Ă ƌĞĨƵƐĂů ŽĨ ĞŶƚƌLJ / ǁŽƵůĚ͛ǀĞ ĚŝƐĞŶƌŽůůĞĚ
ŵLJ ĐŚŝůĚƌĞŶ ƚŚĞ ƐĂŵĞ ĚĂLJ͘ / ĨĞĂƌ ƚŚĂƚ ďĂƌƌŝŶŐ ƉĂƌĞŶƚƐ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ŽƵƌ ƐĐŚŽŽůƐ ǁŝůů ŽŶůLJ ĞƌŽĚĞ
ĐŽŶĨŝĚĞŶĐĞ ŝŶ ZZ/^ ĂŶĚ ĐŽŶƚŝŶƵĞ ƚŽ ĞƌŽĚĞ ŽƵƌ ĞŶƌŽůůŵĞŶƚ ŶƵŵďĞƌƐ ĂŶĚ ĚĞƐƚĂďŝůŝnjĞ ŽƵƌ
ďĞůŽǀĞĚ ƐĐŚŽŽů ĚŝƐƚƌŝĐƚ͘

ƌĞ LJŽƵ ďĂƌƌŝŶŐ ƉĂƌĞŶƚƐ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ŽƵƌ ƐĐŚŽŽůƐ͍ Ž / ŶĞĞĚ ƚŽ ƉƵƚ ͞ŝƐĐƵƐƐŝŽŶ ĂŶĚ ƉŽƐƐŝďůĞ
ĂĐƚŝŽŶ ŽŶ ƉĂƌĞŶƚƐ ŝŶ ZZ/^ ƐĐŚŽŽůƐ͟ ŽŶ ƚŚĞ ĂŐĞŶĚĂ͍

ĂŶŝĞůůĞ

KŶ &ƌŝ͕ KĐƚ ϴ͕ ϮϬϮϭ Ăƚ ϭϬ͗ϰϬ D DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

Dr. Azaiez,

because they would like access to their child's campuses for


many reasons. It appears that access is not consistent across the district and ranges greatly from elementary
to high school. It appears that the most restriction is being at the elementary when you can imagine parents
desire the most to be able to be involved during the school day. I can remember having many lunches with
my children in elementary and even helping in the lunch room as a volunteer monitor/helper. I also wonder
how elementary teachers are getting the help with reading groups when I spent many hours at our
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž
ĂƚĞ͗ dƵĞ͕ ϭϮ KĐƚ ϮϬϮϭ ϭϴ͗Ϭϯ͗ϱϯ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ ĂǀŝĚ ^ĐŚŵŝĚƚ ͕ DĂƌƐŚĂůů ^
DĞƐƐĂŐĞͲ/͗ фDϳƚŐZϬsdŚϵƌϮsYϮ:KdžǀŚE>ϱ>EĐ>DĨсhсϴϱƉLJƉŵŚyWdǁǁΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϵϴϴĨϯϵϯϴďĂĞϮϬϳϳϱϴϯϭϯϰϳĐϵϳϳϭĂĂĂϵĨ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϯϱ D
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϯϯ D
^ƵďũĞĐƚ͗ ZĞ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ :ĞŶŶLJ ĂƉƵƚŽ фũĞŶŶLJͺĐĂƉƵƚŽΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ DĂƌLJ ŽŶĞ
фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ
фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

ƌ njĂŝĞnj͕

ĂŶŝĞůůĞ

KŶ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϭϮ D :ĞŶŶLJ ĂƉƵƚŽ фũĞŶŶLJͺĐĂƉƵƚŽΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

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ĞĂƌ ŽĂƌĚ DĞŵďĞƌƐ͕

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ĂƚĞ͗ dƵĞ͕ ϭϮ KĐƚ ϮϬϮϭ ϭϳ͗ϯϯ͗ϭϲ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ DŝĐŚĞůůĞ ǀĂŶƐ ͕ ƵƐƚŝŶ ůĂƌŬ ͕ DĂƚƚ
ĂŶĚ dŝĨĨĂŶLJ ƵƐƐ ͕ DĂƚƚ ƵƐƐ ͕ Ɖƌŝů
ƌŝŶƐŽŶ
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Dϱ͗ ϲĐĂϯϬϯϯϴϭϴďĚϳϬĂϴϲĂϯĐϳϲĂϵϯϯϮϱϱϲϮϭ

:ƵƐƚ &z/͘ WůĞĂƐĞ ĚŽŶΖƚ ƌĞƐƉŽŶĚ͘

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϱ͗ϯϮ WD
^ƵďũĞĐƚ͗ ZĞ͗ ŐĞŶĚĂ /ƚĞŵ ĨŽƌ ϭϬͬϮϭ
dŽ͗ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

/ ƐĞĐŽŶĚ ƚŚŝƐ ĂƐ ĂŶ ĂŐĞŶĚĂ ŝƚĞŵ ĨŽƌ ƚŚĞ Ϯϭ KĐƚ ďŽĂƌĚ ŵĞĞƚŝŶŐ͘ /ƚ ǁĂƐŶΖƚ ƚŚĂƚ ůŽŶŐ ĂŐŽ ƚŚĂƚ / ǁĂƐ
Ă ƉĂƌĞŶƚ ĂƚƚĞŶĚŝŶŐ ƐĐŚŽŽů ďŽĂƌĚ ŵĞĞƚŝŶŐƐ͘ / Ăŵ ŶŽƚ Ă ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚ͘ / Ăŵ Ă ǀĞƚĞƌĂŶ͕ ǁŝĨĞ
ĂŶĚ ŵŽƚŚĞƌ͘ dŚĞ E^ ůĞƚƚĞƌ ŝƐ ŽĨĨĞŶƐŝǀĞ ĂŶĚ ĚŝƐŐƵƐƚŝŶŐ͘

/ ǁƌŽƚĞ Ă ůĞƚƚĞƌ ƚŽ d^ ƚŽĚĂLJ ĂƐŬŝŶŐ ĨŽƌ Ă ƌĞďƵƚƚĂů ƚŽ ƚŚĞ E^ ůĞƚƚĞƌ ƚŚĂƚ ŐŽĞƐ ŵƵĐŚ ĨƵƌƚŚĞƌ
ƚŚĂŶ ǁŚĂƚ d^ ŚĂƐ ƐĂŝĚ͘ / ǁĂŶƚ ƚŽ ƐĞĞ ƐŽŵĞƚŚŝŶŐ ĨƌŽŵ d^ ĂůŽŶŐ ƚŚĞ ůŝŶĞƐ ŽĨ ǁŚĂƚ ĐĂŵĞ ŽƵƚ
ŽĨ &ůŽƌŝĚĂ͘ /Ĩ d^ ĚŽĞƐ ŶŽƚ ĚŽ ƚŚŝƐ͕ / ǁŝůů ďĞ ĞŶĚŝŶŐ ŵLJ ŵĞŵďĞƌƐŚŝƉ ǁŝƚŚ d^͘ KƵƌ
ĐŽŵŵƵŶŝƚLJ ǁŽƵůĚ ůŝŬĞ ƚŽ ŬŶŽǁ ǁŚĞƌĞ ŽƵƌ ƚƌƵƐƚĞĞƐ ƐƚĂŶĚ ŽŶ ƚŚŝƐ ƉƌĞƉŽƐƚĞƌŽƵƐ ƚĂůŬ ŽĨ ΗƉĂƌĞŶƚƐ
ĂƌĞ ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚƐ ŝŶ ƐĐŚŽŽů ďŽĂƌĚ ŵĞĞƚŝŶŐƐΗ ĨƌŽŵ ƚŚĞ E^͘ WůĞĂƐĞ ƉƵƚ dƌƵƐƚĞĞ ŽŶĞΖƐ
ƌĞƋƵĞƐƚ ŽŶ ƚŚĞ ĂŐĞŶĚĂ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž
ĂƚĞ͗ dƵĞ͕ ϭϮ KĐƚ ϮϬϮϭ ϭϮ͗Ϯϲ͗ϱϱ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ DĂƚƚ ƵƐƐ ͕ DĂƚƚ ĂŶĚ dŝĨĨĂŶLJ ƵƐƐ
DĞƐƐĂŐĞͲ/͗ фDϳƚŐZdžũĚĚϬzyǁ>Ŭ^Ͳ>ϱĞdϳ&ϴϳnjͺсƋсLJ:DYͺƐ&tϴĞϴƋŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĚϲĞďĂϳϰĚĚϲĚĚĐϯďϲĚĞϱϴĐϵϵďϳϰϴϭϳϵϰϲ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϯϱ D
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϯϯ D
^ƵďũĞĐƚ͗ ZĞ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ :ĞŶŶLJ ĂƉƵƚŽ фũĞŶŶLJͺĐĂƉƵƚŽΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ DĂƌLJ ŽŶĞ
фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ
фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

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KŶ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϭϮ D :ĞŶŶLJ ĂƉƵƚŽ фũĞŶŶLJͺĐĂƉƵƚŽΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

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ĞĂƌ ŽĂƌĚ DĞŵďĞƌƐ͕

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ĂƚĞ͗ dƵĞ͕ ϭϮ KĐƚ ϮϬϮϭ ϭϭ͗ϯϱ͗ϯϰ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐYϭũDtĚzǀĚdžŵ,ĨLJƌĚĨϴƵLJũ'YLJLJĞŶĞĐdžŶ<ĞϱũDdžͺϯŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϲϭĚĐϲĚϬϬϭďϮĨϱϵϯĐϵϰϴĨϰϯϵďĞϲϭĨϲϴϳϲ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϯϯ D
^ƵďũĞĐƚ͗ ZĞ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ :ĞŶŶLJ ĂƉƵƚŽ фũĞŶŶLJ ĐĂƉƵƚŽΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕
ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

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ĂŶŝĞůůĞ

KŶ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϭϮ D :ĞŶŶLJ ĂƉƵƚŽ фũĞŶŶLJͺĐĂƉƵƚŽΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

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ĞĂƌ ŽĂƌĚ DĞŵďĞƌƐ͕

dŚĂŶŬ LJŽƵ͕
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^ĞŶƚ ĨƌŽŵ ŵLJ ŝWŚŽŶĞ

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ĂƚĞ͗ ^Ăƚ͕ ϵ KĐƚ ϮϬϮϭ ϭϯ͗Ϭϵ͗ϭϰ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐY,EZ:ŝŝϴϲнƵϯϮLJdžǁhtEĨŬ&KzƚϰyǀLJ><Kdž:hϭǁΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĐĐϳϭϲĚďϬĚϱĨϰϱϵϮϮϳĨϰϲĐϮϵϵϯϬĂĂϴϰϮϭ

&z/ ŽŶůLJ͘ EŽ ŶĞĞĚ ƚŽ ƌĞƉůLJ͘

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ ^Ăƚ͕ KĐƚ ϵ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϭϵ D
^ƵďũĞĐƚ͗ ŐĞŶĚĂ ĨŽƌ KĐƚ ŵĞĞƚŝŶŐ
dŽ͗ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ,ĂĨĞĚŚ njĂŝĞnj
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Đ͗ DĂƌLJ ŽŶĞ фŵĂƌLJͺďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ
фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

WƌĞƐ tĞŝƌ ĂŶĚ ƌ njĂŝĞnj͕

dƌƵƐƚĞĞ ŽŶĞ ĂŶĚ / ŚĂǀĞ ĞdžƉƌĞƐƐĞĚ ĐŽŶĐĞƌŶ ĂďŽƵƚ ƚŚĞ ŐƌŽǁƚŚ ŝŶ ƚŚĞ ďƵĚŐĞƚ ĚĞĨŝĐŝƚ ŝŶ ĞŵĂŝůƐ ƚŽ
LJŽƵ ĂĨƚĞƌ ƚŚĞ ĨŝƌƐƚ ǁĞĞŬ Žƌ ƚǁŽ ŽĨ ƚŚĞ ŶĞǁ ƐĐŚŽŽů LJĞĂƌ ŽŶĐĞ ĞŶƌŽůůŵĞŶƚ ĚĂƚĂ ƐƚĂƌƚĞĚ ĨůŽǁŝŶŐ ƚŽ
ƵƐ͘ tĞ ƌĞƋƵĞƐƚĞĚ Ă ƐƉĞĐŝĂů ŵĞĞƚŝŶŐ ƚŽ ůĞĂƌŶ ƚŚĞ ĂĚŵŝŶŝƐƚƌĂƚŝŽŶΖƐ ƉůĂŶ ĨŽƌ ĂĚĚƌĞƐƐŝŶŐ ƚŚĞ
ďĂůůŽŽŶŝŶŐ ďƵĚŐĞƚ ĚĞĨŝĐŝƚ͘ ƌ njĂŝĞnj ƐĂŝĚ ŚĞ ǁŽƵůĚ ƉƌĞƐĞŶƚ ƚŚĂƚ ŝŶĨŽ ƚŽ ƚŚĞ ďŽĂƌĚ ŝŶ ƚŚĞ KĐƚ
ďŽĂƌĚ ŵĞĞƚŝŶŐ͘ / ůŽŽŬ ĨŽƌǁĂƌĚ ƚŽ ƐĞĞŝŶŐ ƚŚĂƚ ŽŶ ƚŚŝƐ ŵŽŶƚŚΖƐ ĂŐĞŶĚĂ͘

ůƐŽ͕ ĞǀĞƌ ƐŝŶĐĞ / ǁĂƐ ĞůĞĐƚĞĚ ŝŶ EŽǀ ϮϬϮϬ͕ / ŚĂǀĞ ƌĞƉĞĂƚĞĚůLJ ĂƐŬĞĚ ĂďŽƵƚ ĨŝƐĐĂů ƐƉĞŶĚŝŶŐ ŽŶ ƚŚĞ
ZZ/^ ƉŽůŝĐĞ ĨŽƌĐĞ͘ ǀĞŶ ŝŶ ƚŚĞ :ƵŶ ϮϬϮϭ ďŽĂƌĚ ŵĞĞƚŝŶŐ ;ƉƌŝŽƌ ƚŽ ƌ njĂŝĞnjΖ ĂƌƌŝǀĂůͿ / ĂƐŬĞĚ ĂŶĚ
ǁĂƐ ĂƐƐƵƌĞĚ ďLJ ƚŚĞ ĂĐƚŝŶŐ ƐƵƉĞƌŝŶƚĞŶĚĞŶƚ ƚŚĂƚ ƚŚĞ ďŽĂƌĚ ǁŽƵůĚ ƌĞĐĞŝǀĞ Ă ĨƵůů ĂĐĐŽƵŶƚŝŶŐ ŽĨ ƚŚĞ
ĞŶƚŝƌĞ ƉŽůŝĐĞ ĨŽƌĐĞ ďƵĚŐĞƚ͕ ƐƉĞŶĚŝŶŐ͕ ĨƵƚƵƌĞ ƉůĂŶƐ͕ ĨƵƚƵƌĞ ƐƉĞŶĚŝŶŐ͕ ĞƚĐ͘ /ƚΖƐ ŶŽǁ ďĞĞŶ ϰ ŵŽƐ
ƐŝŶĐĞ / ǁĂƐ ĂƐƐƵƌĞĚ ĂďŽƵƚ ƚŚŝƐ ƐŽ ŵLJ ĞdžƉĞĐƚĂƚŝŽŶ ŝƐ ƚŚĂƚ ƚŚĂƚ ǁŝůů ĂůƐŽ ďĞ ŝŶĐůƵĚĞĚ ŝŶ ƚŚĞ KĐƚ
ďŽĂƌĚ ŵĞĞƚŝŶŐ ĨŽƌ ƚŚĞ ďŽĂƌĚ ĂŶĚ ĐŽŵŵƵŶŝƚLJ ƚŽ ƐĞĞ ĂŶĚ ĨŽƌ ƚŚĞ ďŽĂƌĚ ƚŽ ĂƐŬ ƋƵĞƐƚŝŽŶƐ ĂŶĚ
ƐŚĂƌĞ ĨĞĞĚďĂĐŬ͘

ZĞŐĂƌĚƐ͕
ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ ^ŽĐŝĂů DĞĚŝĂ Ͳ yŝĂŽ͕ sĞƐƐĂ͕ ,ĂƌƌŝƐŽŶ
ĂƚĞ͗ &ƌŝ͕ Ϯϰ ^ĞƉ ϮϬϮϭ ϭϬ͗ϭϱ͗ϭϳ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ Ηф
DĞƐƐĂŐĞͲ/͗ фDϳƚŐ^ŐĨƉϯzK^ϲdϲĨϬŶnj,ũϬĚWsϬ,ϮƋKŶLJƌ>tĂнϳŽϵŶtdžĚǁΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϵϯĐĨϴϵĨϭϱϱϮĐϲϳϬϲϵϳĞϱϬϱĂϵĚϱĂϯĨϰĂϴ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ &ƌŝ͕ ^ĞƉ Ϯϰ͕ ϮϬϮϭ Ăƚ ϭϮ͗ϱϳ D
^ƵďũĞĐƚ͗ ^ŽĐŝĂů DĞĚŝĂ Ͳ yŝĂŽ͕ sĞƐƐĂ͕ ,ĂƌƌŝƐŽŶ
dŽ͗ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

WƌĞƐ tĞŝƌ͕
/ ĐŽŶƚŝŶƵĞ ƚŽ ĞŶĚƵƌĞ ĐŽŵƉůĂŝŶƚ ĂĨƚĞƌ ĐŽŵƉůĂŝŶƚ ĨƌŽŵ ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ĨƌŽŵ ĂĐƌŽƐƐ Ăůů ϱ
ĨĞĞĚĞƌ ƉĂƚƚĞƌŶƐ ĂďŽƵƚ ƚŚĞ ĚŝǀŝƐŝǀĞ ĂŶĚ ƚŽdžŝĐ ďĞŚĂǀŝŽƌ ŽĨ dƌƵƐƚĞĞƐ :ƵŶ yŝĂŽ͕ ŽƌLJ sĞƐƐĂ ĂŶĚ
dŝĨĨĂŶŝĞ ,ĂƌƌŝƐŽŶ͘ /Ŷ ƌĞĂĚŝŶŐ ƚŚĞ Žd ŽĚĞ ŽĨ ƚŚŝĐƐ / ƐĞĞ Ă ůŽƚ ŽĨ ĐŽŶŶĞĐƚŝŽŶƐ ďĞƚǁĞĞŶ ƚŚĞƐĞ
ƚƌƵƐƚĞĞƐ ƐŽĐŝĂů ŵĞĚŝĂ ĂŶĚ ƚŚĞ ĐŽĚĞ ŽĨ ĞƚŚŝĐƐ ĂŶĚ ƐŽ ĚŽĞƐ ƚŚĞ ĐŽŵŵƵŶŝƚLJ͘ DLJ ŶĂŵĞ ŝƐ ƌĞŐƵůĂƌůLJ
ƐůĂŶĚĞƌĞĚ ŝŶ ƚŚĞ ĐŽŵŵĞŶƚƐ ŽĨ ƚŚĞƐĞ ƉŽƐƚƐ ǁŚŝĐŚ ĂƌĞ ŽĨƚĞŶ ǁƌŝƚƚĞŶ ƚŽ ďĂŝƚ ŶĞŐĂƚŝǀĞ ĐŽŵŵĞŶƚƐ
ĂďŽƵƚ ŵĞ͘ dŚĞŝƌ ƉŽƐƚƐ ĂƌĞ ĚĞĨĂĐƚŽ ƉƌĞƐƐ ƌĞůĞĂƐĞƐ ĂƐ ƐŽĐŝĂů ŵĞĚŝĂ ŝƐ Ă ĐŽŵŵƵŶŝĐĂƚŝŽŶ ƚŽŽů
ďĞƚǁĞĞŶ ƚŚĞƐĞ ƚƌƵƐƚĞĞƐ ĂŶĚ ƚŚĞ ƉƵďůŝĐ͘ / ďĞůŝĞǀĞ ƚŚŝƐ ƵŶĚĞƌŵŝŶĞƐ ƚŚĞ ŽĂƌĚ͛Ɛ ĂďŝůŝƚLJ ƚŽ ǁŽƌŬ ĂƐ
Ă ƚĞĂŵ ǁŚŝĐŚ ŝŶŚŝďŝƚƐ ŐŽĂů ƐĞƚƚŝŶŐ͕ ŐŽŽĚ ŐŽǀĞƌŶĂŶĐĞ ĞƚĐ͘
/ Ăŵ ĐĞƌƚĂŝŶůLJ ŝŵƉĞƌĨĞĐƚ ǁŚŝĐŚ ŝƐ ǁŚLJ / ŚĂǀĞ ĂůǁĂLJƐ ĂďƐƚĂŝŶĞĚ ĨƌŽŵ ŚĂǀŝŶŐ Ă ƚƌƵƐƚĞĞ ƐŽĐŝĂů
ŵĞĚŝĂ ƉƌĞƐĞŶĐĞ͘ dŚĞ ǁŽƌŬ ŽĨ ŽƵƌ ŽĂƌĚ ŝƐ ƚŽŽ ŝŵƉŽƌƚĂŶƚ ĨŽƌ ƚŚĞƐĞ ƉƌŽďůĞŵĂƚŝĐ ĚŝƐƚƌĂĐƚŝŽŶƐ͘
Ž LJŽƵ ďĞůŝĞǀĞ ƚŚĞŝƌ ďĞŚĂǀŝŽƌ ŽŶ ƐŽĐŝĂů ŵĞĚŝĂ ŝƐ ƉƌŽďůĞŵĂƚŝĐ ĂŶĚ ƐŚŽƵůĚ ďĞ ĂĚĚƌĞƐƐĞĚ ĨŽƌŵĂůůLJ
ďLJ ƚŚĞ ďŽĂƌĚ͍ ^ŚŽƵůĚ / ƐĞŶĚ LJŽƵ ƐĐƌĞĞŶƐŚŽƚƐ ŽĨ ƚŚĞ ŚĂƚĞĨƵů͕ ĚŝǀŝƐŝǀĞ ƉŽƐƚƐ ĨŽƌ ƚŚĞ ƌĞĐŽƌĚ Žƌ
ŝŐŶŽƌĞ ŝƚ ĂŶĚ ĂůůŽǁ ƚŚĞŵ ƚŽ ĞdžĞƌĐŝƐĞ ƚŚĞŝƌ ĨƌĞĞ ƐƉĞĞĐŚ ĞǀĞŶ ƚŚŽƵŐŚ / ĚŝƐĂŐƌĞĞ͍

ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ >ĞǀĞů /// ƉƵďůŝĐ ĐŽŵƉůĂŝŶƚ ĂŐĂŝŶƐƚ
ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ
ĂƚĞ͗ DŽŶ͕ Ϯϳ ^ĞƉ ϮϬϮϭ Ϭϯ͗Ϯϴ͗ϮϬ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐZϵϮz,sϮсKsƋĞŐsͺϰ'WhhͲZǁϬϲyŬEY&ϲYEͺdĐϱϱƵsŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϲϰĨϬϳĚϳϱĂϯϭĂϭďĞĚϰĐϳϴϬϯĨĂϰĞϲϲϴĂϰϭ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dŚƵ͕ ^ĞƉ Ϯ͕ ϮϬϮϭ Ăƚ ϭ͗ϯϮ WD
^ƵďũĞĐƚ͗ ZĞ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ >ĞǀĞů /// ƉƵďůŝĐ ĐŽŵƉůĂŝŶƚ
ĂŐĂŝŶƐƚ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ
dŽ͗ <ŝĞƵ dƌĂŶŐ ф

DƌƐ dƌĂŶŐ͕

ĂŶŝĞůůĞ tĞƐƚŽŶ

W^͗ ĂƐ Ă ƌĞŵŝŶĚĞƌ͕ ĂŶLJ ĞŵĂŝůƐ / ƐĞŶĚ Žƌ ƌĞĐĞŝǀĞ ĨƌŽŵ ŵLJ ŽĨĨŝĐŝĂů dƌƵƐƚĞĞ ĞŵĂŝů ĂĐĐŽƵŶƚ ĂƌĞ ƐƵďũĞĐƚ ƚŽ ƚŚĞ
ƉƵďůŝĐ ŝŶĨŽƌŵĂƚŝŽŶ ĂĐƚ ;W/Ϳ ƐŽ LJŽƵ ĂƌĞ ĨƌĞĞ ƚŽ ƐŚĂƌĞ ƚŚŝƐ ĞŵĂŝů ;ŝŶĐůƵĚŝŶŐ ƐĐƌĞĞŶƐŚŽƚƐͿ ĂŶĚ ĂŶLJ ŽƚŚĞƌ
ĞŵĂŝů LJŽƵ ƐĞŶĚ Žƌ ƌĞĐĞŝǀĞ ĨƌŽŵ ďŽĂƌĚ ŵĞŵďĞƌƐ ĂƐ LJŽƵ ƐĞĞ Ĩŝƚ͘
KŶ dŚƵ͕ ^ĞƉ Ϯ͕ ϮϬϮϭ Ăƚ ϭ͗ϭϱ WD <ŝĞƵ dƌĂŶŐ ф ǁƌŽƚĞ͗

ZZ/^ ŽĂƌĚ ŚĂƐ ďĞĞŶ ďƌĞĂŬŝŶŐ dĞdžĂƐ ůĂǁ ďLJ ƌĞƐƚƌŝĐƚŝŶŐ ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ĨƌŽŵ ďĞŝŶŐ ŝŶ ƚŚĞ
ďŽĂƌĚƌŽŽŵ ƚŽ ŽďƐĞƌǀĞ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ͘
ĐĐŽƌĚŝŶŐ ƚŽ dĞdžĂƐ ĚƵĐĂƚŝŽŶ ŽĚĞ Ś͘ Ϯϲ͕ ƐĞĐ Ϯϲ͘ϬϬϳ͕ ĂŶĚ 'Ͳϯϴ ƐĞĐƚŝŽŶ ηϯ͕ ƉĂƌĂŐƌĂƉŚ ΗŐΗ͕
ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌ ĐĂƉĂĐŝƚLJ ŝŶ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ĐĂŶŶŽƚ ďĞ ƌĞƐƚƌŝĐƚĞĚ͘

'Ͳϯϴ WĂŐĞ ϯ͕ ƐĞĐƚŝŽŶ ϯ ƉĂƌĂŐƌĂƉŚ Ő͗


Η Ɛ ƐƚĂƚĞĚ ĂďŽǀĞ͕ ďƵƐŝŶĞƐƐ ĂĐƚŝǀŝƚŝĞƐ ĂŶĚ ůĞŐĂů ƉƌŽĐĞĞĚŝŶŐƐ ĂƌĞ ĨƌĞĞ ƚŽ ƉƌŽĐĞĞĚ
ǁŝƚŚŽƵƚ Ks/ͲϭϵͲƌĞůĂƚĞĚ ůŝŵŝƚĂƚŝŽŶƐ ŝŵƉŽƐĞĚ ďLJ ůŽĐĂů ŐŽǀĞƌŶŵĞŶƚĂů ĞŶƚŝƚŝĞƐ
Žƌ ŽĨĨŝĐŝĂůƐ͘ dŚŝƐ ƉĂƌĂŐƌĂƉŚ ŶƵŵďĞƌ ϯ ƐƵƉĞƌƐĞĚĞƐ ĂŶLJ ĐŽŶĨůŝĐƚŝŶŐ ůŽĐĂů ŽƌĚĞƌ ŝŶ ƌĞƐƉŽŶƐĞ ƚŽ
ƚŚĞ Ks/Ͳϭϵ ĚŝƐĂƐƚĞƌ͕ ĂŶĚ Ăůů ƌĞůĞǀĂŶƚ ůĂǁƐ ĂƌĞ ƐƵƐƉĞŶĚĞĚ ƚŽ ƚŚĞ ĞdžƚĞŶƚ ŶĞĐĞƐƐĂƌLJ ƚŽ ƉƌĞĐůƵĚĞ
ĂŶLJ ƐƵĐŚ ŝŶĐŽŶƐŝƐƚĞŶƚ ůŽĐĂů ŽƌĚĞƌƐ͘Η

ůŝŶŬ ƚŽ 'Ͳϯϴ
ŚƚƚƉƐ͗ͬͬŐŽǀ͘ƚĞdžĂƐ͘ŐŽǀͬƵƉůŽĂĚƐͬĨŝůĞƐͬƉƌĞƐƐͬKͲ
'Ͳϯϴ ĐŽŶƚŝŶƵĞĚ ƌĞƐƉŽŶƐĞ ƚŽ ƚŚĞ Ks/Ͳϭϵ ĚŝƐĂƐƚĞƌ /D' ϬϳͲϮϵͲϮϬϮϭ͘ƉĚĨ͍ĨďĐůŝĚс/ǁZϯ
ĨǀWDƵ:ϱǀĚthŶŽϰzϬnjƌĨ&ƵŽ'ĨŵsϱĚϳͲ^Ƌttǁ/WLJtĞ,Ŭ'DzϰϭZůǁ

>ŝŶŬ ƚŽ dĞdžĂƐ ĚƵĐĂƚŝŽŶ ŽĚĞ͗


ŚƚƚƉƐ͗ͬͬƐƚĂƚƵƚĞƐ͘ĐĂƉŝƚŽů͘ƚĞdžĂƐ͘ŐŽǀͬĚŽĐƐͬͬŚƚŵͬ͘Ϯϲ͘Śƚŵ

WůĞĂƐĞ ƐĞĞ ĂƚƚĂĐŚĞĚ ĐŽŵƉůĂŝŶƚ͘

dŚĂŶŬ LJŽƵ͕
<ŝĞƵ dƌĂŶŐ
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽĂƌĚ DĞĞƚŝŶŐ ĂƉĂĐŝƚLJ
ZĞƐƚƌŝĐƚŝŽŶƐ
ĂƚĞ͗ DŽŶ͕ Ϯϳ ^ĞƉ ϮϬϮϭ Ϭϯ͗Ϯϴ͗Ϭϱ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐdƌzͺ&,ŵǀϮϳсŚϳnjͺũ^ϰǁDnjhnj<ϵ>LJͲ'ƚK^ZϴϯϬLJdͲсϲYΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĚϴϴϬĐϮĞϯϴϰĞďϳĨĞĞĐϮϭϵϵϰĞĂϳϵĞϰϯĨďϴ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dŚƵ͕ ^ĞƉ Ϯ͕ ϮϬϮϭ Ăƚ ϭϮ͗ϭϳ WD
^ƵďũĞĐƚ͗ ZĞ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽĂƌĚ DĞĞƚŝŶŐ ĂƉĂĐŝƚLJ
ZĞƐƚƌŝĐƚŝŽŶƐ
dŽ͗
͗ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

DƌƐ DŽƐůĞLJ͕

ĂŶŝĞůůĞ tĞƐƚŽŶ
W^͗ ĂƐ Ă ƌĞŵŝŶĚĞƌ͕ ĂŶLJ ĞŵĂŝůƐ / ƐĞŶĚ Žƌ ƌĞĐĞŝǀĞ ĨƌŽŵ ŵLJ ŽĨĨŝĐŝĂů dƌƵƐƚĞĞ ĞŵĂŝů ĂĐĐŽƵŶƚ ĂƌĞ
ƐƵďũĞĐƚ ƚŽ ƚŚĞ ƉƵďůŝĐ ŝŶĨŽƌŵĂƚŝŽŶ ĂĐƚ ;W/Ϳ ƐŽ LJŽƵ ĂƌĞ ĨƌĞĞ ƚŽ ƐŚĂƌĞ ƚŚŝƐ ĞŵĂŝů ĂŶĚ ĂŶLJ ŽƚŚĞƌ
ĞŵĂŝů LJŽƵ ƐĞŶĚ Žƌ ƌĞĐĞŝǀĞ ƚŽ ďŽĂƌĚ ŵĞŵďĞƌƐ ĂƐ LJŽƵ ƐĞĞ Ĩŝƚ͘

KŶ dŚƵ͕ ^ĞƉ Ϯ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϮϬ D 'ůĞŶĚĂ DŽƐůĞLJ ǁƌŽƚĞ͗

ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͕

tŝůů LJŽƵ ĂĚŚĞƌĞ ƚŽ dĞdžĂƐ ůĂǁ ĂŶĚ ŶŽƚ ƌĞƐƚƌŝĐƚ ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ĨƌŽŵ ďĞŝŶŐ ŝŶ ƚŚĞ ďŽĂƌĚ ƌŽŽŵ Ăƚ ĨƵƚƵƌĞ ďŽĂƌĚ
ŵĞĞƚŝŶŐƐ͍ KĨĨĞƌŝŶŐ Ă ůŝǀĞ ƐƚƌĞĂŵ ŝŶ ƚŚĞ ůŽďďLJ ĚŽĞƐ ŶŽƚ ĞƋƵĂů ΗĐŽŵƉůĞƚĞ ĂĐĐĞƐƐ ƚŽ ĂŶLJ ŵĞĞƚŝŶŐ ŽĨ ƚŚĞ ďŽĂƌĚΗ ĂƐ ƐƚĂƚĞĚ
ŝŶ d Ś Ϯϲ͕ ƐĞĐ Ϯϲ͘ϬϬϳ͘

ĐĐŽƌĚŝŶŐ ƚŽ dĞdžĂƐ ĚƵĐĂƚŝŽŶ ŽĚĞ Ś͘ Ϯϲ͕ ƐĞĐ Ϯϲ͘ϬϬϳ͕ ĂŶĚ 'Ͳϯϴ ƐĞĐƚŝŽŶ ηϯ͕ ƉƌŐƉŚ ΗŐΗ͕ ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌ ĐĂƉĂĐŝƚLJ
ŝŶ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ĐĂŶŶŽƚ ďĞ ƌĞƐƚƌŝĐƚĞĚ͘

ŚƚƚƉƐ͗ͬͬŐŽǀ͘ƚĞdžĂƐ͘ŐŽǀͬƵƉůŽĂĚƐͬĨŝůĞƐͬƉƌĞƐƐͬKͲ
'ͲϯϴͺĐŽŶƚŝŶƵĞĚͺƌĞƐƉŽŶƐĞͺƚŽͺƚŚĞͺKs/ͲϭϵͺĚŝƐĂƐƚĞƌͺ/D'ͺϬϳͲϮϵͲϮϬϮϭ͘ƉĚĨ

ŚƚƚƉƐ͗ͬͬƐƚĂƚƵƚĞƐ͘ĐĂƉŝƚŽů͘ƚĞdžĂƐ͘ŐŽǀͬĚŽĐƐͬͬŚƚŵͬ͘Ϯϲ͘Śƚŵ

ZĞƐƉĞĐƚĨƵůůLJ͕
'ůĞŶĚĂ DŽƐůĞLJ
^ƵďũĞĐƚ͗ &ǁĚ͗ ϭϲ ^ĞƉ ŐĞŶĚĂ /ƚĞŵ ZĞƋƵĞƐƚ ;ŽĂƌĚ ƌŽŽŵ ƐĞĂƚŝŶŐ ƐĞƚ ƵƉ ĨŽƌ ƚŚĞ ƉƵďůŝĐͿ
ĂƚĞ͗ DŽŶ͕ Ϯϳ ^ĞƉ ϮϬϮϭ Ϭϯ͗Ϯϲ͗ϯϱ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐ^ǀϴ^zŬh,ǁ&sϴ>dŽnjϱDLJϬdtǁƋͲǁ^Ϭz<',sĞƋŵdžͺǁΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϬϱĨĂϱϰϯϬϯďϳϳĨϭϱϵĚϬĨĞϮϬϮϯĂϯĞϬĚϴϵĚ
ƚƚĂĐŚŵĞŶƚƐ͗ &ŝƐĐŚĞƌ >ĞƚƚĞƌ ƚŽ ͘ WŽŶĞĐŬ Ϭϱ͘Ϭϳ͘ϮϬϮϭ ;ϭͿ͘ƉĚĨ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ ƵŐ ϯϭ͕ ϮϬϮϭ Ăƚ ϱ͗Ϭϰ WD
^ƵďũĞĐƚ͗ ZĞ͗ ϭϲ ^ĞƉ ŐĞŶĚĂ /ƚĞŵ ZĞƋƵĞƐƚ ;ŽĂƌĚ ƌŽŽŵ ƐĞĂƚŝŶŐ ƐĞƚ ƵƉ ĨŽƌ ƚŚĞ ƉƵďůŝĐͿ
dŽ͗ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ DĂƌLJ ŽŶĞ
фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

WƌĞƐ tĞŝƌ͕

ĂĐŬ ŝŶ ƚŚĞ ƐƉƌŝŶŐ͕ dƌƵƐƚĞĞ DĂƌLJ ŽŶĞ ƌĞƚĂŝŶĞĚ ŚĞƌ ŽǁŶ ĂƚƚŽƌŶĞLJ ǁŚŽ ŝƐ ĨĂŵŝůŝĂƌ ǁŝƚŚ
ĞĚƵĐĂƚŝŽŶ ůĂǁ ŝŶ dĞdžĂƐ ƚŽ ƌĞǀŝĞǁ ZZ/^ΖƐ ďŽĂƌĚ ƉƌĂĐƚŝĐĞƐ ƌĞŐĂƌĚŝŶŐ ŵĞĞƚŝŶŐ ĂŐĞŶĚĂƐ͘ zŽƵ ĐĂŶ
ĨŝŶĚ ƚŚĂƚ ůĞƚƚĞƌ ŝŶ LJŽƵƌ ĞŵĂŝů ĨƌŽŵ ϳ DĂLJ ϮϬϮϭ ĂŶĚ / ŚĂǀĞ ĂƚƚĂĐŚĞĚ ŝƚ ŚĞƌĞ ĂƐ ǁĞůů͘

WůĞĂƐĞ ĚŽ ŶŽƚ ŐŽ ĚŽǁŶ Ă ƌŽĂĚ ŽĨ ƉƌŽŚŝďŝƚŝŶŐ Ă ƚƌƵƐƚĞĞ ĨƌŽŵ ƉůĂĐŝŶŐ ĂŶ ŝƚĞŵ ŽŶ ƚŚĞ ĂŐĞŶĚĂ͘ dŚŝƐ
ŝƐ ŶŽƚ ůĂǁĨƵů ĂŶĚ ŝƚ ŝƐ ŶŽƚ ŐŽŽĚ ŐŽǀĞƌŶĂŶĐĞ͘ DLJ ƉƌĞĨĞƌĞŶĐĞ ŝƐ ĨŽƌ ƚŚĞ ĂĚŵŝŶŝƐƚƌĂƚŝŽŶ ƚŽ ƌĞƚƵƌŶ
ƚŚĞ ƐĞĂƚŝŶŐ ůŽŐŝƐƚŝĐƐ ŝŶ ƚŚĞ ďŽĂƌĚƌŽŽŵ ƚŽ ŶŽƌŵĂů ĂŶĚ ĨƵůůLJ ĂůůŽǁ ƚŚĞ ĐŽŵŵƵŶŝƚLJ ďĂĐŬ ŝŶ ŽƵƌ
ŵĞĞƚŝŶŐƐ͘ Ƶƚ ŝĨ ƚŚĞ ĂĚŵŝŶŝƐƚƌĂƚŝŽŶ ǁŝůů ŶŽƚ ĚŽ ƚŚŝƐ͕ / ĞdžƉĞĐƚ ŵLJ ĂŐĞŶĚĂ ŝƚĞŵ ƌĞƋƵĞƐƚ ƚŽ ďĞ
ŚŽŶŽƌĞĚ ĂŶĚ ŶŽƚ ũƵƐƚ ƵŶŝůĂƚĞƌĂůůLJ ĚŝƐŵŝƐƐĞĚ ďLJ LJŽƵ ĂŶĚ ƚŚĞŶ ŚĂǀĞ ƚŽ ǁĂŝƚ ƵŶƚŝů ϭϲ ^ĞƉ ĂŶĚ
ƐƵďũĞĐƚ ŵLJ ƌĞƋƵĞƐƚ ƚŽ Ă ŵĂũŽƌŝƚLJ ŽĨ ďŽĂƌĚ ŵĞŵďĞƌƐ ĂƉƉƌŽǀĂů ƚŽ ŐĞƚ ŝƚ ŽŶ ƚŚĞ ĂŐĞŶĚĂ͘

dŚĞ ĐŽŵŵƵŶŝƚLJ ŝƐ ŐƌŽǁŝŶŐ ŝŵƉĂƚŝĞŶƚ ǁŝƚŚ ƚŚĞ ŝŶĞƋƵŝƚĂďůĞ ƚƌĞĂƚŵĞŶƚ ďĞŝŶŐ ĚŝƌĞĐƚĞĚ ĂŶĚ ŵĞ ĂŶĚ
DĂƌLJ ŽŶĞ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ dƵĞ͕ ƵŐ ϯϭ͕ ϮϬϮϭ Ăƚ ϯ͗ϰϭ WD ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

 ƚƌƵƐƚĞĞ ŵĂLJ ƌĞƋƵĞƐƚ ĂŶ ŝƚĞŵ ďĞ ŽŶ ƚŚĞ ĂŐĞŶĚĂ͕ ďƵƚ Ă ƚƌƵƐƚĞĞ ĐĂŶ ŶŽƚ ƉƵƚ ĂŶLJ ŝƚĞŵ ŽŶ ƚŚĞ
ĂŐĞŶĚĂ ƚŚĂƚ ƚŚĞLJ ǁŝƐŚ͘

/ Ăŵ ŽĨĨŝĐŝĂůůLJ ĚĞŶLJŝŶŐ ƚŚŝƐ ĂŐĞŶĚĂ ƌĞƋƵĞƐƚ͘

ƚ ƚŚĞ ŶĞdžƚ ƌĞŐƵůĂƌ ŽĂƌĚ ŵĞĞƚŝŶŐ LJŽƵ Žƌ dƌƵƐƚĞĞ ŽŶĞ ŵĂLJ ĂƐŬ ĨŽƌ Ă ŽĂƌĚ ĐŽŶƐĞŶƐƵƐ ƚŽ
ŝŶĐůƵĚĞ ŝƚ ŽŶ ƚŚĞ KĐƚŽďĞƌ ƌĞŐƵůĂƌ ŽĂƌĚ ŵĞĞƚŝŶŐ ĂŐĞŶĚĂ͘

ŵLJ

KŶ DŽŶ͕ ƵŐ ϯϬ͕ ϮϬϮϭ Ăƚ ϳ͗ϰϱ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

 ƚƌƵƐƚĞĞ ĐĂŶ ƉƵƚ ĂŶLJ ŝƚĞŵ ŽŶ ƚŚĞ ĂŐĞŶĚĂ ƚŚĞLJ ǁŝƐŚ͘ dŚĞ ƉƵďůŝĐ ŝƐ ĐƵƌƌĞŶƚůLJ ůĂƌŐĞůLJ ďĞŝŶŐ
ĞdžĐůƵĚĞĚ ŝŶ ŽƵƌ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ͘ dŚŝƐ ŝƐ ďŝnjĂƌƌĞ͕ ĂďƐƵƌĚ͕ ƵŶĚĞƌŵŝŶĞƐ ƚƌƵƐƚ͕ ĞƌŽĚĞƐ ǁŚĂƚ ůŝƚƚůĞ
ĐƌĞĚŝďŝůŝƚLJ ǁĞ ŚĂǀĞ ůĞĨƚ ĂŶĚ ũƵƐƚ ŵŝŐŚƚ ďĞ Ă dKD ǀŝŽůĂƚŝŽŶ ĂĨƚĞƌ ϭ ^ĞƉ ϮϬϮϭ͘ ZZ/^ ďŽĂƌĚ
ŵĞĞƚŝŶŐƐ ;ĂŐĞŶĚĂƐ͕ ůŽŐŝƐƚŝĐƐ͕ ĞƚĐͿ ĂƌĞ ƚŚĞ ƌĞƐƉŽŶƐŝďŝůŝƚLJ ŽĨ d, KZ͕ ŶŽƚ ƚŚĞ ĂĚŵŝŶŝƐƚƌĂƚŝŽŶ͘
dŚĞ ƉƵďůŝĐ ĚĞƐĞƌǀĞƐ ƚŽ ƐĞĞ ŚŽǁ ĞĂĐŚ ƚƌƵƐƚĞĞ ǁĞŝŐŚƐ ŝŶ ŽŶ ƚŚŝƐ͘ DĂƌLJΖƐ ůĂǁLJĞƌ ŚĂƐ ĂůƌĞĂĚLJ
ĚĞůŝǀĞƌĞĚ Ă ůĞƚƚĞƌ ƚŽ ƚŚĞ ďŽĂƌĚ ƌĞŵŝŶĚŝŶŐ ƵƐ ƚŚĂƚ ŽŶůLJ ŽŶĞ ƚƌƵƐƚĞĞ ĐĂŶ ƉƵƚ ĂŶ ŝƚĞŵ ŽŶ ƚŚĞ
ĂŐĞŶĚĂ͘ dŚĂŶŬƐ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ DŽŶ͕ ƵŐ ϯϬ͕ ϮϬϮϭ Ăƚ ϯ͗ϱϬ WD ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

ĂŶ LJŽƵ ƚĞůů ŵĞ ǁŚĞƌĞ ŝŶ ƉŽůŝĐLJ ŝƚ ƐĂLJƐ ƚŚĞ ŽĂƌĚ ŝƐ ŝŶ ĐŚĂƌŐĞ ŽĨ ŵĞĞƚŝŶŐ ƌŽŽŵ ůŽŐŝƐƚŝĐƐ͍ / ĐĂŶ͛ƚ
ĨŝŶĚ ŝƚ͘ DĞĞƚŝŶŐ ƌŽŽŵ ůŽŐŝƐƚŝĐƐ ŝƐ ƉĂƌƚ ŽĨ ƚŚĞ ĚĂLJͲƚŽͲĚĂLJ ŽƉĞƌĂƚŝŽŶ ŽĨ ƚŚĞ ĚŝƐƚƌŝĐƚ͕ ƐŽ ĨĂůůƐ ƵŶĚĞƌ
ƚŚĞ ƐƵƉĞƌŝŶƚĞŶĚĞŶƚ͕ ŶŽ ƚŚĞ ŽĂƌĚ͘

ŵLJ

KŶ ^Ăƚ͕ ƵŐ Ϯϴ͕ ϮϬϮϭ Ăƚ ϱ͗Ϯϰ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

WƌĞƐ tĞŝƌ ĂŶĚ ƌ njĂŝĞnj͕

/ Ăŵ ŽĨĨŝĐŝĂůůLJ ƌĞƋƵĞƐƚŝŶŐ ƚŚĞ ĨŽůůŽǁŝŶŐ ĂŐĞŶĚĂ ŝƚĞŵ ĨŽƌ ƚŚĞ ϭϲ ^ĞƉ ϮϬϮϭ ZĞŐƵůĂƌ ŽĂƌĚ
ŵĞĞƚŝŶŐ͗

ŝƐĐƵƐƐŝŽŶ ĂŶĚ WŽƐƐŝďůĞ ĐƚŝŽŶ͗


^ĞĂƚŝŶŐ ůŽŐŝƐƚŝĐƐ ĨŽƌ ŵĞŵďĞƌƐ ŽĨ ƚŚĞ ƉƵďůŝĐ ŝŶ ZZ/^ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ŝŶĐůƵĚŝŶŐ ďƵƚ ŶŽƚ ůŝŵŝƚĞĚ
ƚŽ ƚŚĞ ŶƵŵďĞƌ ŽĨ ƐĞĂƚƐ ŵĂĚĞ ĂǀĂŝůĂďůĞ ƚŽ ƚŚĞ ƉƵďůŝĐ ŝŶ ƚŚĞ ďŽĂƌĚƌŽŽŵ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ ͲͲ

Amy Weir
Round Rock ISD Board President

Trustee Place 5

ͲͲ

Amy Weir
Round Rock ISD Board President
Trustee Place 5
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ^ĞĂƚŝŶŐ Ăƚ dKE/',dΖ^ ŽĂƌĚ ŽĨ
dƌƵƐƚĞĞƐΖ DĞĞƚŝŶŐ͍
ĂƚĞ͗ DŽŶ͕ Ϯϳ ^ĞƉ ϮϬϮϭ Ϭϯ͗Ϯϵ͗ϭϭ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐZĨŝE:ͲhWŐnjzƚƌĞdϮZYͺϳƌϯLJĨƚ'ϮDŵƋǁͺZ:dĞŬŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϬϮϲϵϰϰĚϳϰĞϵϮϲϯϬϵϰϳϬĂĞϳϲϴĚϴĞϮϬϲϳϳ
ƚƚĂĐŚŵĞŶƚƐ͗ /D'ͺϵϴϯϲ͘ũƉĞŐ ͖ /D'ͺϳϬϰϳ Ϯ͘ũƉĞŐ ͖ /D'ͺϵϴϭϵ Ϯ͘ũƉĞŐ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ ^ĞƉ ϭϰ͕ ϮϬϮϭ Ăƚ ϭϮ͗ϱϴ WD
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ^ĞĂƚŝŶŐ Ăƚ dKE/',dΖ^ ŽĂƌĚ ŽĨ
dƌƵƐƚĞĞƐΖ DĞĞƚŝŶŐ͍
dŽ͗ ф
͗ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ,ĂĨĞĚŚ njĂŝĞnj
фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕
:ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

DƌƐ ^ůĂƉĞ͕

zŽƵƌ ĞŵĂŝů ŝƐ ƚŝŵĞůLJ͘ / ƚŽŽ ŚĂǀĞ ďĞĞŶ ƉĞƌƉůĞdžĞĚ ďLJ ƚŚĞ ƐƵĚĚĞŶ ĞdžƚƌĞŵĞ ƌĞĚƵĐƚŝŽŶ ŝŶ ƚŚĞ
ŶƵŵďĞƌ ŽĨ ƐĞĂƚƐ ŵĂĚĞ ĂǀĂŝůĂďůĞ ƚŽ ƚŚĞ ƉƵďůŝĐ ŝŶ ŽƵƌ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ǁŚŝůĞ ŶŽ ĞdžƉůĂŶĂƚŝŽŶ ĨŽƌ
ƚŚĞ ĚƌĂƐƚŝĐ ĐŚĂŶŐĞ ŚĂƐ ĐŽŵĞ ƚŽ ƚŚĞ ďŽĂƌĚ Žƌ ƚŚĞ ƉƵďůŝĐ͘

WĞƌ ŽĂƌĚ WŽůŝĐLJ ͕ ŽŶ Ϯϴ ƵŐ ;ϭϳ ĚĂLJƐ ĂŐŽͿ / ƌĞƋƵĞƐƚĞĚ ƚŚĞ ĨŽůůŽǁŝŶŐ ĂŐĞŶĚĂ ŝƚĞŵ ŝŶ ǁƌŝƚŝŶŐ
ƚŽ ƚŚĞ ŽĂƌĚ WƌĞƐŝĚĞŶƚ ĂŶĚ ^ƵƉĞƌŝŶƚĞŶĚĞŶƚ͗ Discussion and possible action regarding
seating logistics for members of the public in RRISD board meetings including but not
limited to the number of seats made available to the public in the boardroom.

:KDW \RX DUH FDOOLQJ IRU LQ WKLV HPDLO LV H[DFWO\ ZKDW , SODQ WR FDOO IRU RQFH P\ DJHQGD LWHP
UHTXHVW DSSHDUV RQ WKH DJHQGD

7KLV FRXOG DOO JR DZD\ LI WKH %RDUG 3UHVLGHQW DQG 6XSHULQWHQGHQW MXVW UHWXUQ RXU ERDUGURRP WR
LW
V VHW XS LQ -XQH 

'DQLHOOH :HVWRQ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ŚƌŝƐƚŝĞ ^ůĂƉĞ ф
ĂƚĞ͗ dƵĞ͕ ^ĞƉ ϭϰ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϱϬ D
^ƵďũĞĐƚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ^ĞĂƚŝŶŐ Ăƚ dKE/',dΖ^ ŽĂƌĚ ŽĨ
dƌƵƐƚĞĞƐΖ DĞĞƚŝŶŐ͍
dŽ͗ фŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

ĞĂƌ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ ĂŶĚ ƌ͘ njĂŝnj͕

ƚ ƚŽŶŝŐŚƚ͛Ɛ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ ŵĞĞƚŝŶŐ͕ ƐŚŽƵůĚ ƚŚĞ ZZ/^ ƐƚĂŬĞŚŽůĚĞƌƐ ĞdžƉĞĐƚ ƚŽ ďĞ ƐĞĂƚĞĚ
ǁŝƚŚŝŶ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů Žƌ ďĂŶŝƐŚĞĚ ƚŽ ƚŚĞ ŽŵŵŽŶƐ ĂŶĚ ŽďƐĞƌǀĞ ƚŚĞ ŵĞĞƚŝŶŐ ǀŝƌƚƵĂůůLJ͍
/ŵĂŐŝŶĞ LJŽƵ ĂƌĞ Ă ZZ/^ ƉĂƌĞŶƚ ǁŚŽ ƚĂŬĞƐ ŽĨĨ ǁŽƌŬ ĞĂƌůLJ͕ ĨŝŐŚƚƐ ϱ͗ϬϬ ƚƌĂĨĨŝĐ͕ ŵĂŬĞƐ
ĂƌƌĂŶŐĞŵĞŶƚƐ ĨŽƌ ĐŚŝůĚĐĂƌĞ͕ ĂŶĚ ƉƌĞƉĂƌĞƐ ƉƵďůŝĐ ĐŽŵŵĞŶƚƐ͕ ƚŚĞŶ ĚŝƐĐŽǀĞƌ LJŽƵ ĂƌĞ ĨŽƌĐĞĚ ƚŽ Ɛŝƚ
ŽƵƚƐŝĚĞ ƚŚĞ ŵĞĞƚŝŶŐ ƌŽŽŵ͕ ǁĂƚĐŚ ƚŚĞ ŵĞĞƚŝŶŐ ŽŶ Ă ƐĐƌĞĞŶ͕ ĂŶĚ ŚŽƉĞ ƚŚĂƚ LJŽƵ ĐĂŶ ŚĞĂƌ LJŽƵƌ
ŶĂŵĞ ĐĂůůĞĚ ǁŚĞŶ ŝƚ ŝƐ LJŽƵƌ ƚƵƌŶ ƚŽ ƐƉĞĂŬ͘ zŽƵ ŵŝŐŚƚ ďĞ ŝŶƐƵůƚĞĚ ĂŶĚ ŐĞƚ ƚŚĞ ĨĞĞůŝŶŐ LJŽƵ ĂƌĞ
ŝŶƐŝŐŶŝĨŝĐĂŶƚ͘ dŚĂƚ͛Ɛ ŚŽǁ DEz ƉĂƌĞŶƚƐ ĨĞůƚ ŽŶ ƵŐƵƐƚ ϭϲƚŚ ǁŚĞŶ ƚŚŝƐ ďŝnjĂƌƌĞ͕ ƌĞŵŽƚĞ ƐĞĂƚŝŶŐ
ĂƌƌĂŶŐĞŵĞŶƚ ǁĂƐ ŝŵƉůĞŵĞŶƚĞĚ͘

WĂƌĞŶƚƐ ĂŶĚ ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ;ƚĂdž ƉĂLJĞƌƐͿ yWd ĨƵůů ĂĐĐĞƐƐ ƚŽ ƚŚĞ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ
DĞĞƚŝŶŐƐ ĂŶĚ ƚŽ ďĞ ƐĞĂƚĞĚ ŝŶ ƚŚĞ ƉƌĞƐĞŶĐĞ ŽĨ ŽƵƌ ĞůĞĐƚĞĚ dƌƵƐƚĞĞƐ͘

/Ĩ ƚŚĞƌĞ ŝƐ ŶŽ ƵůƚĞƌŝŽƌ ŵŽƚŝǀĞ͕ ďƵƚ ƐŝŵƉůLJ Ă ĐŽŶĐĞƌŶ ĨŽƌ ƚŚĞ ƉƵďůŝĐ ŚĞĂůƚŚ ŽĨ ĂƚƚĞŶĚĞĞƐ͕ ĂŶ
ĞdžĐĞůůĞŶƚ ^K>hd/KE ĨŽƌ ƐĞĂƚŝŶŐ ƚŽŶŝŐŚƚ ŝƐ ĂƐ ĨŽůůŽǁƐͲ

O ĂůůŽǁ ϭϬϬ ŵĞŵďĞƌƐ ŽĨ ƚŚĞ ƉƵďůŝĐ ;ŝŶ ĂĚĚŝƚŝŽŶ ƚŽ ƚŚĞ ŵĂŶLJ ZZ/^ ƐƚĂĨĨ ŵĞŵďĞƌƐ ĂŶĚ ůĞŐĂů ĐŽƵŶƐĞůͿ
ĂĐĐĞƐƐ ƚŽ ƐĞĂƚŝŶŐ ǁŝƚŚŝŶ ƚŚĞ ZZ,^ >ĞĐƚƵƌĞ ,Ăůů ;ĂƐ ǁĂƐ ĚŽŶĞ ŽŶ :ƵŶĞ ϭϬ͕ ϮϬϮϭͿ

O ŵĂŬĞ ĂůƚĞƌŶĂƚĞ ƐĞĂƚŝŶŐ ĂǀĂŝůĂďůĞ Khd^/ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů ;ŝŶ ƚŚĞ ZZ,^ ŽŵŵŽŶƐͿ ĨŽƌ ĂŶLJŽŶĞ ǁŚŽ
ŚĂƐ ŚĞĂůƚŚ ĐŽŶĐĞƌŶƐ Žƌ ǁŚŽ ǁŝƐŚĞƐ ƚŽ ďĞ ƐŽĐŝĂůůLJ ĚŝƐƚĂŶĐĞĚ

/ ĞŶĐŽƵƌĂŐĞ LJŽƵ ƚŽ ƌĞǀŝĞǁ ƚŚĞ ĨŽůůŽǁŝŶŐ ƉŚŽƚŽƐ ĨƌŽŵ ƌĞĐĞŶƚ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐƐ͕
ĂŶĚ ĚŽ ƚŚĞ ƌŝŐŚƚ ƚŚŝŶŐ ƚŽŶŝŐŚƚ ďLJ ǁĞůĐŽŵŝŶŐ ZZ/^ ƐƚĂŬĞŚŽůĚĞƌƐ ŝŶƚŽ Ă ƉƵďůŝĐůLJ ƚƌĂŶƐƉĂƌĞŶƚ
ŵĞĞƚŝŶŐ ǁŝƚŚŝŶ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů͘

:ƵŶĞ ϭϬ͕ ϮϬϮϭ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐ͕


/E^/ d, >dhZ ,>> Ͳ ĂƉƉƌŽdžŝŵĂƚĞůLJ ϵϬ ĐŚĂŝƌƐ

ƵŐƵƐƚ ϭϲ͕ ϮϬϮϭ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐ͕


/E^/ d, >dhZ ,>> Ͳ ĂƉƉƌŽdžŝŵĂƚĞůLJ Ϯϰ ĐŚĂŝƌƐ͙
ďƵƚ͙

:h^d Khd^/ d, >dhZ ,>> Ͳ ĂŶŽƚŚĞƌ ϵϬͲϭϬϬ ĐŚĂŝƌƐ͕ ĨŝůůĞĚ


ǁŝƚŚ ĚŝƐĐŽŶŶĞĐƚĞĚ͕ ĨƌƵƐƚƌĂƚĞĚ ZZ/^ ƐƚĂŬĞŚŽůĚĞƌƐ ;ƵŐƵƐƚ ϭϲ͕ ϮϬϮϭͿ

dŚĂŶŬ LJŽƵ ĨŽƌ LJŽƵƌ ƐĞƌǀŝĐĞ ƚŽ ŽƵƌ ĐŽŵŵƵŶŝƚLJ͘ DĂLJ LJŽƵ ƚŚŽƵŐŚƚĨƵůůLJ ĐŽŶƐŝĚĞƌ ƚŚĞ ƐƚƵĚĞŶƚƐ ĂŶĚ Ăůů ZZ/^
ƐƚĂŬĞŚŽůĚĞƌƐ ŝŶ ĞǀĞƌLJ ĚĞĐŝƐŝŽŶ LJŽƵ ŵĂŬĞ͘

Christie Slape
ZZ/^ ^ƚĂŬĞŚŽůĚĞƌ͕ WĂƌĞŶƚ Θ dĂdž WĂLJĞƌ͕ dĞdžĂƐ >ŝĨĞƚŝŵĞ ĞƌƚŝĨŝĞĚ ^ĞĐŽŶĚĂƌLJ dĞĂĐŚĞƌ͕ WKΞ
^ƵďũĞĐƚ͗ &ǁĚ͗ ŽŶƐƚĂŶƚ WŽůŝĐLJ sŝŽůĂƚŝŽŶƐ
ĂƚĞ͗ &ƌŝ͕ Ϯϰ ^ĞƉ ϮϬϮϭ ϭϬ͗ϭϱ͗Ϭϯ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐdǁ'ƉƋdͲKƐϰϭ'džŐtďƚ^ϯнƉŽϯƋLJũĂsDEϴdžϴĚŽDнŶZƐŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϱϳϰϮĐϮϵĞĐϵďϲϮĞϱϮĚϲĚďϴϴϲďϳďϵϭϰĂĨϮ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ &ƌŝ͕ ^ĞƉ Ϯϰ͕ ϮϬϮϭ Ăƚ ϭϮ͗ϰϱ D
^ƵďũĞĐƚ͗ ŽŶƐƚĂŶƚ WŽůŝĐLJ sŝŽůĂƚŝŽŶƐ
dŽ͗ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

WƌĞƐ tĞŝƌ͕
/Ŷ ƌĞǀŝĞǁŝŶŐ ƚŚĞ ƚĂƉĞ ŽĨ ůĂƐƚ ŶŝŐŚƚ͛Ɛ ;ϵ͘ϮϮ͘ϮϬϮϭͿ ŵĞĞƚŝŶŐ͕ / Ăŵ ƌĞŵŝŶĚĞĚ ŽĨ dƌƵƐƚĞĞ ŵďĞƌ
&ĞůůĞƌ͛Ɛ ĐŽŶƐƚĂŶƚ ƉŽůŝĐLJ ǀŝŽůĂƚŝŽŶƐ ŝŶ ƚĂŬŝŶŐ ƚŚĞ ĨůŽŽƌ ĨƌŽŵ ƚŚĞ ĐŚĂŝƌ ;LJŽƵͿ ĂŶĚ ĞŶŐĂŐŝŶŐ ƚŚĞ
ĂƵĚŝĞŶĐĞ͘ dŚŝƐ ŚĂƉƉĞŶĞĚ ƌĞƉĞĂƚĞĚůLJ͘ / ŶŽƚŝĐĞĚ ƐŚĞ ŚĂĚ ŶŽƚ ďĞĞŶ ƌĞĐŽŐŶŝnjĞĚ ďLJ ƚŚĞ ĐŚĂŝƌ ŽŶ ĂŶLJ
ŽĨ ƚŚĞƐĞ ŽĐĐĂƐŝŽŶƐ ĂŶĚ LJĞƚ ǁĂƐ ĂůůŽǁĞĚ ƚŽ ŐŽ ŽŶ ĂŶĚ ŽŶ ŝŶ ƚĂůŬŝŶŐ ǁŝƚŚ ƚŚĞ ĐƌŽǁĚ ĨƌŽŵ ƚŚĞ
ĚĂŝƐ͘ dŚŝƐ ŝƐ ŵƵĐŚ ŵŽƌĞ ĚŝƐƌƵƉƚŝǀĞ ƚŚĂŶ ŵĞ ƐƉĞĂŬŝŶŐ ǁŝƚŚŽƵƚ ďĞŝŶŐ ƌĞĐŽŐŶŝnjĞĚ ďLJ ƚŚĞ ĐŚĂŝƌ ŝŶ
ƚŚĞ ϭϰ ^ĞƉ ϮϬϮϭ ŵĞĞƚŝŶŐ ďĞĐĂƵƐĞ ŽĨ ŚĞƌ ĨƌĞƋƵĞŶĐLJ ĂŶĚ ůĞŶŐƚŚ ŽĨ ƚŝŵĞ ŝŶ ƚĂŬŝŶŐ ƚŚĞ ĨůŽŽƌ ĨƌŽŵ
ƚŚĞ ĐŚĂŝƌ ǁŝƚŚŽƵƚ ďĞŝŶŐ ƌĞĐŽŐŶŝnjĞĚ͘
dŚŝƐ ŝƐ ũƵƐƚ ƚŚĞ ůĂƚĞƐƚ ĞdžĂŵƉůĞ ŽĨ ĚŝĨĨĞƌĞŶƚ ƐƚĂŶĚĂƌĚƐ ŽĨ ďĞŚĂǀŝŽƌ ďĞŝŶŐ ĂƉƉůŝĞĚ ƚŽ ĚŝĨĨĞƌĞŶƚ
ƚƌƵƐƚĞĞƐ͘ WĞƌŚĂƉƐ ŽŶĞ ĚĂLJ / ǁŝůů ďĞ ƚƌĞĂƚĞĚ ĞƋƵĂůůLJ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ ϵ͘ϮϮ͘ϮϬϮϭ ŐĞŶĚĂ ĂŶĚ ůŽƐĞĚ ^ĞƐƐŝŽŶ
ĂƚĞ͗ dŚƵ͕ Ϯϯ ^ĞƉ ϮϬϮϭ ϮϬ͗ϰϱ͗Ϯϵ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐY,LJĨсWϬ'ϰϳǀŬDƐĂŝϳWϭǀũŐ&hEƌĨďϯƉϴĚĨƉď^ĐDͺŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĂϯϲϯϱϰĐϲϱϮĐϮϭĂďĨĨϯĐĞĐϬϴĐĨϯĚďĚϳĨĐ
ƚƚĂĐŚŵĞŶƚƐ͗ ZZ/^ ŐĞŶĚĂ ϵ͘ϮϮ͘ϮϬϮϭ͘ƉĚĨ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dŚƵ͕ ^ĞƉ Ϯϯ͕ ϮϬϮϭ Ăƚ ϴ͗ϰϱ WD
^ƵďũĞĐƚ͗ ϵ͘ϮϮ͘ϮϬϮϭ ŐĞŶĚĂ ĂŶĚ ůŽƐĞĚ ^ĞƐƐŝŽŶ
dŽ͗ ŽƵŐ WŽŶĞĐŬ фĚƉŽŶĞĐŬΛĞƐĐĂŵŝůůĂƉŽŶĞĐŬ͘ĐŽŵх͕ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ĂŶŝĞůůĞ tĞƐƚŽŶ
фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ :ĞŶŶLJ tĞůůƐ ďĞŚĂǀŝŽƌ ƚŽǁĂƌĚƐ ŵĞ ;ϮϮ ^ĞƉ ϮϬϮϭ ďŽĂƌĚ ŵĞĞƚŝŶŐͿ
ĂƚĞ͗ dŚƵ͕ Ϯϯ ^ĞƉ ϮϬϮϭ ϬϮ͗ϭϱ͗ϱϲ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
DĞƐƐĂŐĞͲ/͗ фDϳƚŐZŚEϳϲǁ>dž:>ϯϬDƉͲϱϴ>LJŶnjĚEnjWŝϴsƵzͲ&ϭ:ϵϰ<ΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϳϯĐĨĂϮĂĚϳϲĨϰďϭϲĨϱĂĚϱϵϴϵďϳϭĞϲϬϲĚĞ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dŚƵ͕ ^ĞƉ Ϯϯ͕ ϮϬϮϭ Ăƚ Ϯ͗ϭϱ D
^ƵďũĞĐƚ͗ :ĞŶŶLJ tĞůůƐ ďĞŚĂǀŝŽƌ ƚŽǁĂƌĚƐ ŵĞ ;ϮϮ ^ĞƉ ϮϬϮϭ ďŽĂƌĚ ŵĞĞƚŝŶŐͿ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ ŽƵŐ WŽŶĞĐŬ фĚƉŽŶĞĐŬΛĞƐĐĂŵŝůůĂƉŽŶĞĐŬ͘ĐŽŵх͕ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ DĂƌLJ
ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

ƌ njĂŝĞnj͕

ƚ ƚŚĞ ϮϮ ^ĞƉ ϮϬϮϭ ŽĂƌĚ ŵĞĞƚŝŶŐ͕ ƚŚĞ ŽĂƌĚ WƌĞƐŝĚĞŶƚ ƐƚƌƵŐŐůĞĚ ƚŽ ŵĂŝŶƚĂŝŶ ĚĞĐŽƌƵŵ ŝŶ ƚŚĞ
ŵĞĞƚŝŶŐ͘ KŶ Ă ďƌĞĂŬ / ǁĂƐ ƚĂůŬŝŶŐ ƚŽ ŽƵƌ ^K ŵĞŵďĞƌ͕ dŽŵ DĂLJŶĂƌĚ͕ ǁŚŽ ĂƚƚĞŶĚĞĚ ƐŽŵĞ ŽĨ
ŽƵƌ ŵĞĞƚŝŶŐ͘ ,Ğ ƌĞŵŝŶĚĞĚ ŵĞ ƚŚĂƚ Ăƚ ƚŚĞ ^K ŵĞĞƚŝŶŐƐ͕ ƚŚĞŝƌ ŽĂƌĚ WƌĞƐŝĚĞŶƚ ĂƐŬƐ ƚŚĞ ƉƵďůŝĐ
ƚŽ ǁĂǀĞ ΗũĂnjnj ŚĂŶĚƐΗ ƚŽ ĞdžƉƌĞƐƐ ĂŐƌĞĞŵĞŶƚ ǁŝƚŚ ƉƵďůŝĐ ƐƉĞĂŬĞƌƐ ƚŽ ĞdžƉƌĞƐƐ ƚŚĞŵƐĞůǀĞƐ͘ dŚŝƐ
ǁŽƌŬƐ ǁĞůů ĂƐ ŝƚ ĂůůŽǁƐ ƚŚĞ ƉƵďůŝĐ ƚŚĞ ǀŝƐĐĞƌĂů ƌĞůĞĂƐĞ ŽĨ ĞŵŽƚŝŽŶ ǁŚŝůĞ ĂůůŽǁŝŶŐ ƚŚĞ ŵĞĞƚŝŶŐ ƚŽ
ƉƌŽĐĞĞĚ͘

/ ĂƉƉƌŽĂĐŚĞĚ WƌĞƐ tĞŝƌ ǁŚŽ ǁĂƐ ƐƚĂŶĚŝŶŐ ǁŝƚŚ LJŽƵ͕ ƌ WƌĞƐůĞLJ͕ dƌƵƐƚĞĞ ,ĂƌƌŝƐŽŶ͕ ĐƚŝŶŐ
/ŶƚĞƌŝŵ ŽƵŶƐĞů :ĞŶŶLJ tĞůůƐ ĂŶĚ ŽƚŚĞƌƐ͘ /Ŷ ĂŶ ĂƚƚĞŵƉƚ ƚŽ ĚĞͲĞƐĐĂůĂƚĞ ƚŚĞ ŚŽƐƚŝůŝƚLJ ĂŶĚ ƌĞƐƚŽƌĞ
ĚĞĐŽƌƵŵ ŝŶ ƚŚĞ ŵĞĞƚŝŶŐ͕ / ƉŽůŝƚĞůLJ ŽĨĨĞƌĞĚ WƌĞƐ tĞŝƌ ƚŚĞ ŝŶĨŽƌŵĂƚŝŽŶ DĞŵďĞƌ DĂLJŶĂƌĚ ŽĨĨĞƌĞĚ
ŝŶ ĐĂƐĞ tĞŝƌ ĨŽƵŶĚ ŝƚ ŚĞůƉĨƵů͘ / ǁĂƐ ĐĂůŵ ;ǁŝƚŶĞƐƐĞƐ ĐĂŶ ĂƚƚĞƐƚ ƚŽ ƚŚŝƐͿ ĂŶĚ ĚŝĚ ŶŽƚ ĂƐŬ Žƌ
ĚĞŵĂŶĚ ƚŚĂƚ ƐŚĞ ŝŵƉůĞŵĞŶƚ ƚŚĞ ƐƵŐŐĞƐƚŝŽŶ ĂŶĚ ƚŽůĚ ŚĞƌ / ǁĂƐ ŽŬ ŝĨ ƐŚĞ ĚŝĚ ŶŽƚ ŝŵƉůĞŵĞŶƚ ƚŚĞ
ƐƵŐŐĞƐƚŝŽŶ͘ / ďĞůŝĞǀĞ tĞŝƌ ĂƉƉƌĞĐŝĂƚĞĚ ƚŚĞ ƐƵŐŐĞƐƚŝŽŶ ĂŶĚ / ďĞůŝĞǀĞ ƚŚĂƚ ŚĞƌ ĚĞĐŝƐŝŽŶ ƚŽ
ŝŵƉůĞŵĞŶƚ ŝƚ ƌĞƐƵůƚĞĚ ŝŶ Ă ůĞĂƐƚ ƐŽŵĞ ŝŵƉƌŽǀĞŵĞŶƚ ŽĨ ƚŚĞ ďĞŚĂǀŝŽƌ ŽĨ ƚŚĞ ŵĞŵďĞƌƐ ŽĨ ƚŚĞ
ƉƵďůŝĐ ŝŶ ĂƚƚĞŶĚĂŶĐĞ Ăƚ ƚŚĞ ŵĞĞƚŝŶŐ͘ /Ĩ tĞŝƌ ĚĞĐŝĚĞƐ ƚŽ ŝŵƉůĞŵĞŶƚ ƚŚŝƐ ƐƚƌĂƚĞŐLJ ŐŽŝŶŐ ĨŽƌǁĂƌĚ
ŝŶ ĨƵƚƵƌĞ ŵĞĞƚŝŶŐƐ͕ / ďĞůŝĞǀĞ ŝƚ ĐŽƵůĚ ďĞĐŽŵĞ Ă ŚĞůƉĨƵů ΗŶĞǁ ŶŽƌŵĂůΗ ƚŽ ƚƵƌŶ ĚŽǁŶ ƚŚĞ
ƚĞŵƉĞƌĂƚƵƌĞ ŝŶ ŽƵƌ ŵĞĞƚŝŶŐƐ ǁŚŝĐŚ ŝƐ ĂůǁĂLJƐ ŵLJ ŐŽĂů͘

/ ǁĂƐ ƐŚŽĐŬĞĚ Ăƚ ŚŽǁ tĞůůƐ ƌĞĂĐƚĞĚ ƚŽ ŵĞ ǁŚŝůĞ / ǁĂƐ ĂĚĚƌĞƐƐŝŶŐ tĞŝƌ͘ ^ŚĞ ƵƐĞĚ ďŽƚŚ ǀĞƌďĂů
ĂŶĚ ƉŚLJƐŝĐĂů ŝŶƚŝŵŝĚĂƚŝŽŶ ƚĂĐƚŝĐƐ ƚŽǁĂƌĚƐ ŵĞ ĂŶĚ ŵĂĚĞ ŵĞ ĨĞĞů ƵŶƐĂĨĞ͘ ^ŚĞ ƉƵƐŚĞĚ ŽƵƚ ŚĞƌ
ĐŚĞƐƚ͕ ƚĞŶƐĞĚ ŚĞƌ ĨŝƐƚƐ͕ ĐƵƌůĞĚ ŚĞƌ ůŝƉ͕ ďƵůŐĞĚ ŚĞƌ ĞLJĞƐ͕ ƌĂŝƐĞĚ ŚĞƌ ǀŽŝĐĞ ĂŶĚ ƐŚŽƵƚĞĚ ŵĂŶLJ
ĚŝƐƌĞƐƉĞĐƚĨƵů͕ ƵŶƉƌŽĨĞƐƐŝŽŶĂů͕ ĂŶĚ ǁŝůĚůLJ ŝŶĂƉƉƌŽƉƌŝĂƚĞ ƐƚĂƚĞŵĞŶƚƐ Ăƚ ŵĞ͘ ĞĐĂƵƐĞ / ǁĂƐ ƐŽ
ƐŚŽĐŬĞĚ ĂŶĚ ĐĂƵŐŚƚ ŽĨĨ ŐƵĂƌĚ ďLJ ŚĞƌ ŚŽƐƚŝůŝƚLJ͕ / ĚŽŶΖƚ ƌĞŵĞŵďĞƌ ĞǀĞƌLJƚŚŝŶŐ ƐŚĞ ƐĂŝĚ͘ Ƶƚ / ĚŽ
ƌĞŵĞŵďĞƌ ŚĞƌ ƐĂLJŝŶŐ͕ ΗZ zKh 'K/E' dK d,/Z WKK> WZdz͊Η ĂŶĚ Η>> / ^ /^ t^dKE
E KE ^/',^ Khd d,Z͊Η ĂŶĚ Η^KDKE >> ^KDKE  /d,͘Η ŐĂŝŶ͕ ƚŚŝƐ ŵĂĚĞ
ŵĞ ĨĞĞů ƵŶƐĂĨĞ ĂŶĚ / ĂůŵŽƐƚ ůĞĨƚ ƚŚĞ ŵĞĞƚŝŶŐ ŽƵƚ ŽĨ ĨĞĂƌ ŽĨ ďĞŝŶŐ ƉŚLJƐŝĐĂůůLJ ŚĂƌŵĞĚ ĂŶĚ
ŚĂƌĂƐƐĞĚ ďLJ tĞůůƐ͘ zŽƵ ŶĞǀĞƌ ƐƚĞƉƉĞĚ ŝŶ ƚŽ ƐƚŽƉ ŚĞƌ͘ dŚŝƐ ƚƌĞĂƚŵĞŶƚ ĨƌŽŵ ŚĞƌ ƚŚĂƚ / ĞŶĚƵƌĞĚ
ĞŶĚĞĚ ŽŶůLJ ĂĨƚĞƌ / ĐĂůŵůLJ ƚŽůĚ ŚĞƌ͕ ΗzŽƵ ŚĂǀĞ ĐƌŽƐƐĞĚ Ă ůŝŶĞ͘Η ĂŶĚ ǁĂůŬĞĚ ĂǁĂLJ͘

&Žƌ ƚŚĞ ƌĞĐŽƌĚ͕ / ĚŝĚŶΖƚ ĂƚƚĞŶĚ ĂŶLJ ƉŽŽů ƉĂƌƚŝĞƐ ůĂƐƚ ŶŝŐŚƚ Žƌ ďƌŝŶŐ ŵLJ ĐĂŵƉĂŝŐŶ ƐŝŐŶƐ Žƌ dƌƵƐƚĞĞ
ŽŶĞΖƐ ĐĂŵƉĂŝŐŶ ƐŝŐŶƐ Žƌ ŚĞĂƌ ĂŶLJŽŶĞ ĐĂůůĞĚ Ă ďŝƚĐŚ͘
tŚĂƚ ŝƐ ƚŚĞ ƉƌŽƉĞƌ ƉƌŽĐĞĚƵƌĞ ĨŽƌ ŵĞ ƚŽ ĨŽůůŽǁ ƚŽ ƉƌŽƉĞƌůLJ ĚŽĐƵŵĞŶƚ ĂŶĚ ĂĚĚƌĞƐƐ ƚŚŝƐ͍ ^ŚŽƵůĚ /
ĨŝůĞ Ă ŐƌŝĞǀĂŶĐĞ͍ ^ŚŽƵůĚ ƐŚĞ ƉƌŽǀŝĚĞ ŵĞ ĂŶĚ ƚŚĞ ŽĂƌĚ ǁŝƚŚ Ă ǁƌŝƚƚĞŶ ĂƉŽůŽŐLJ͍ / ŚĂǀĞ ŶŽƚ ŚĂĚ
ƚŚŝƐ ŚĂƉƉĞŶ ďĞĨŽƌĞ ĂŶĚ / ǁĂŶƚ ƚŽ ŵĂŬĞ ƐƵƌĞ / Ăŵ ĨŽůůŽǁŝŶŐ ƉƌŽƉĞƌ ƉŽůŝĐLJ ĂŶĚ ƉƌŽĐĞĚƵƌĞ͘ /
ǁŽƵůĚ ŶĞǀĞƌ ƚŽůĞƌĂƚĞ tĞůůƐ Žƌ ĂŶLJ ŽƚŚĞƌ ĂĚŵŝŶŝƐƚƌĂƚŽƌ ƚƌĞĂƚŝŶŐ Ă ZZ/^ ĞŵƉůŽLJĞĞ Žƌ ƐƚƵĚĞŶƚ
ƚŚŝƐ ǁĂLJ͘ /Ĩ tĞůůƐ ĨĞĞůƐ ĞŵƉŽǁĞƌĞĚ ƚŽ ŵĂŬĞ ŵĞ ;ŽŶĞ ŽĨ ŚĞƌ ƐƵƉĞƌǀŝƐŽƌΖƐ ƐƵƉĞƌǀŝƐŽƌƐͿ ĨĞĞů
ƚŚƌĞĂƚĞŶĞĚ ĂŶĚ ƵŶƐĂĨĞ͕ ǁŚĂƚ ǁŝůů ƐŚĞ ĚŽ ƚŽ ĞŵƉůŽLJĞĞƐ Žƌ ƐƚƵĚĞŶƚƐ ǁŚŽ ƐĞĞŬ ƚŽ ŽĨĨĞƌ
ŚĞůƉĨƵů ƐƵŐŐĞƐƚŝŽŶƐ ƚŽ WƌĞƐ tĞŝƌ Žƌ ĂŶLJŽŶĞ ĞůƐĞ͍ ,Žǁ ĐĂŶ / ďĞ ƉƌŽƚĞĐƚĞĚ ĨƌŽŵ ĞŶĚƵƌŝŶŐ ĨƵƌƚŚĞƌ
ŝŶƚŝŵŝĚĂƚŝŽŶ͕ ŚĂƌĂƐƐŵĞŶƚ ĂŶĚ ŚŽƐƚŝůŝƚLJ ĨƌŽŵ tĞůůƐ͍

>ĂƐƚůLJ͕ ǁŚĂƚ ŝƐ Ă ƌĞĂƐŽŶĂďůĞ ĂŵŽƵŶƚ ŽĨ ƚŝŵĞ ƚŽ ĞdžƉĞĐƚ Ă ƌĞƉůLJ ĨƌŽŵ LJŽƵ͍

ZĞŐĂƌĚƐ͕
ĂŶŝĞůůĞ tĞƐƚŽŶ
dŚĞƐĞ ĂƌĞ ďĂƐŝĐ ƚĞŶĂŶƚƐ ƚŚĂƚ ŽƵƌ ďŽĂƌĚ ĐŽŶƚŝŶƵĞƐ ƚŽ ĨĂŝů ŽŶ͘ EŽƚŚŝŶŐ ŝƐ ŐŽŝŶŐ ƚŽ ĐŚĂŶŐĞ ƵŶƚŝů
ƚŚĞƐĞ ďĂƐŝĐ ƚĞŶĂŶƚƐ ĂƌĞ ĨŽůůŽǁĞĚ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ tĞĚ͕ ^ĞƉ ϭϱ͕ ϮϬϮϭ Ăƚ ϲ͗ϱϱ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

/ ŚĂǀĞ ƌĞĂů ĐŽŶĐĞƌŶƐ ĂďŽƵƚ ƚŚĞ ϭϰ ^ĞƉ ϮϬϮϭ ZĞŐƵůĂƌ ŽĂƌĚ DĞĞƚŝŶŐ͘ KŶĞ ŽĨ ƚŚŽƐĞ ĐŽŶĐĞƌŶƐ ŝƐ
ĂďŽƵƚ ƚŚĞ ĂŐĞŶĚĂ ĂŶĚ ƚŚĞ ƉƵďůŝĐ ďĞŝŶŐ ĚĞŶŝĞĚ ƚŚĞ ŽƉƉŽƌƚƵŶŝƚLJ ƚŽ ƐƉĞĂŬ ŽŶ ŝƚĞŵ :ϭ ;DĂƐŬ
DĂƚƌŝdžͿ͘

/ ŚĂǀĞ ǁĂƚĐŚĞĚ ƚŚĞ ďŽĂƌĚ ŵĞĞƚŝŶŐ ŽŶͲůŝŶĞ ƚǁŝĐĞ ŶŽǁ ĂŶĚ ƚŚŝƐ ŝƐ ǁŚĂƚ ŚĂƉƉĞŶĞĚ͗

Ϯϱ͗ϭϱ ŵĂƌŬ Ͳ /ƚĞŵ ϭ ;ƉƵďůŝĐ ĐŽŵŵĞŶƚƐ ŽĨ ĂŐĞŶĚĂ ŝƚĞŵƐ ͕ &͕ '͕ ,Ϳ ĂƉƉĞĂƌƐ ƚŽ ĞŶĚ
Ϯϴ͗ϬϬ ŵĂƌŬ Ͳ ŽĂƌĚ WƌĞƐ tĞŝƌ ĂŶŶŽƵŶĐĞƐ ďŽƚŚ ΗĂĚũŽƵƌŶΗ ĂŶĚ ΗƌĞĐĞƐƐΗ ǁŝƚŚ ŶŽ ŶŽƚŝĐĞ ŽĨ ǁŚĞŶ
ƚŽ ƌĞĐŽŶǀĞŶĞ
ϯϬ͗ϰϬ Ͳ sW &ĞůůĞƌ ŵŽƚŝŽŶƐ ƚŽ ĂƉƉƌŽǀĞ 'ϭͲϱ ;ǀŝĂ ĐŽŶƐĞŶƚ ƉĂƐƐĞƐ ϱͲϬͿ ƐƵĐĐĞƐƐĨƵů ďƵƐŝŶĞƐƐ
ĐŽŶĚƵĐƚĞĚ
ϯϯ͗ϰϬ Ͳ sW &ĞůůĞƌ ŵŽƚŝŽŶƐ ƚŽ ĂƉƉƌŽǀĞ 'ϲ ;ƚĂdž ƌĂƚĞ ƉĂƐƐĞƐ ϰͲϭͿ ƐƵĐĐĞƐƐĨƵů ďƵƐŝŶĞƐƐ ĐŽŶĚƵĐƚĞĚ
ϰϴ͗ϯϬ Ͳ tĞ ĂƉƉĞĂƌ ƚŽ ďĞ ďĂĐŬ ƚŽ / ;ƉƵďůŝĐ ĐŽŵŵĞŶƚƐ ŽĨ ĂŐĞŶĚĂ ŝƚĞŵƐ ͕ &͕ '͕ ,Ϳ
ϱϬ͗ϭϬ Ͳ ^ĞĐ ,ĂƌƌŝƐŽŶ ŵŽƚŝŽŶƐ ƚŽ ŶŽŵŝŶĂƚĞ DĂƐŽŶ DŽƐĞƐ ƚŽ t ďŽĂƌĚ ;ƉĂƐƐĞƐ ϰͲϭͿ ƐƵĐĐĞƐƐĨƵů
ďƵƐŝŶĞƐƐ ĐŽŶĚƵĐƚĞĚ
ϱϭ͗ϱϬ Ͳ tĞŝƌ ΗƐƵŐŐĞƐƚƐ ƚŚĂƚ ǁĞ ƉŽƐƚƉŽŶĞ ĞǀĞƌLJƚŚŝŶŐ ĞůƐĞ ŝŶ ƚŚŝƐ ŵĞĞƚŝŶŐ ƵŶƚŝů ^ĂƚƵƌĚĂLJΗ
ΗǀĞƌLJƚŚŝŶŐ ĞůƐĞΗ ĂƉƉĞĂƌƐ ƚŽ ďĞ /ƚĞŵƐ /ϭ ;ƉƵďůŝĐ ĐŽŵŵĞŶƚƐ ŽŶ ĂŐĞŶĚĂ ŝƚĞŵ :ϭͿ ĂŶĚ :ϭ ;DĂƐŬ
DĂƚƌŝdžͿ͘ EŽ ǀŽƚĞ Žƌ ĐŽŶƐŝĚĞƌĂƚŝŽŶ ŽĨ ƌĞŵŽǀŝŶŐ ƚŚĞƐĞ ŝƚĞŵƐ ŝƐ ĚŝƐĐƵƐƐĞĚ Žƌ ǀŽƚĞĚ ŽŶ͘
ϱϮ͗ϭϬ Ͳ tĞŝƌ ĐĂůůƐ ďŽĂƌĚ ŝŶƚŽ ĐůŽƐĞĚ ƐĞƐƐŝŽŶ ĂŶĚ ďŽĂƌĚ ƐƵĐĐĞƐƐĨƵůůLJ ĚĞůŝďĞƌĂƚĞƐ /ƚĞŵƐ <ϭ Θ <Ϯ
ĂŶŝĞůůĞ tĞƐƚŽŶ
ŽĂƌĚ WƌĞƐŝĚĞŶƚ ŵLJ tĞŝƌ ĚŽĞƐ ŶŽƚ ŚĂǀĞ ůĂǁ ĞŶĨŽƌĐĞŵĞŶƚ ĂƵƚŚŽƌŝƚLJ͘ ^ŚĞ ĚŽĞƐ ŶŽƚ ŚĂǀĞ ƚŚĞ
ĂƵƚŚŽƌŝƚLJ ƚŽ ĚĞƚĞƌŵŝŶĞ ǁŚĞƚŚĞƌ Ă ĐƌŝŵĞ ŝƐ ďĞŝŶŐ ĐŽŵŵŝƚƚĞĚ͘ ^ŚĞ ĚŽĞƐ ŶŽƚ ŚĂǀĞ ƚŚĞ ĂƵƚŚŽƌŝƚLJ ƚŽ
ĚŝƌĞĐƚ Ă ůĂǁ ĞŶĨŽƌĐĞŵĞŶƚ ŽĨĨŝĐĞƌ ƚŽ ƚĂŬĞ ĂŶLJ ĂĐƚŝŽŶ ƵŶĚĞƌ ƚŚĞ ĂƵƚŚŽƌŝƚLJ ŚĞ ƉŽƐƐĞƐƐĞƐ ĂƐ Ă >K͘
>KΖƐ ĂůŽŶĞ ĂƌĞ ĐŚĂƌŐĞĚ ǁŝƚŚ ŵĂŬŝŶŐ ĚĞĐŝƐŝŽŶƐ ŽŶ ĞŶĨŽƌĐŝŶŐ ƚŚĞ ůĂǁ͘ dŚĞ ŽŶůLJ
ĐŝǀŝůŝĂŶƐ ĞŵƉŽǁĞƌĞĚ ƚŽ ĚŝƌĞĐƚ ůĂǁ ĞŶĨŽƌĐĞŵĞŶƚ ƚŽ ĚŽ ĂŶLJƚŚŝŶŐ ĂƌĞ ũƵĚŐĞƐ͘ ǀĞŶ ƚŚĞŶ͕ ƚŚĞLJ
ĐĂŶŶŽƚ ĚŝƌĞĐƚ ǁŚĞŶ͕ ŚŽǁ Žƌ ǁŚĞƌĞ ƚŚĞŝƌ ŽƌĚĞƌƐ ;ƐƵĐŚ ĂƐ ĂŶ ĂƌƌĞƐƚ ǁĂƌƌĂŶƚͿ ǁŝůů ďĞ ĞdžĞĐƵƚĞĚ͘

/Ĩ ŵLJ tĞŝƌ ĚŝƌĞĐƚƐ Ă >K ƚŽ ΗƌĞŵŽǀĞΖ Ă ĐŝƚŝnjĞŶ ĨƌŽŵ Ă ŵĞĞƚŝŶŐ͕ ƉŚLJƐŝĐĂůůLJ ƉƌĞǀĞŶƚ Ă ĐŝƚŝnjĞŶ
ĨƌŽŵ ĞŶƚĞƌŝŶŐ ŽƵƌ ŵĞĞƚŝŶŐ Žƌ ĂŶLJ ŽƚŚĞƌ ŽƌĚĞƌ͕ ƚŚĞŶ / ĂƐ Ă ƉĞĞƌ ŽĨ ŚĞƌƐ͕ ĐĂŶ ũƵƐƚ ĂƐ ĞĂƐŝůLJ ĚŝƌĞĐƚ
ƚŚĞ >K ƚŽ EKd ΗƌĞŵŽǀĞΗ Ă ĐŝƚŝnjĞŶ͘ tĞ ĂƌĞ ĞƋƵĂůƐ͘ KŶůLJ ŝĨ Ă >K ŚŝŵƐĞůĨ ďĞůŝĞǀĞƐ ŚĞ ŝƐ
ǁŝƚŶĞƐƐŝŶŐ Ă Z/D ŽĐĐƵƌ ĐĂŶ ŚĞ ƚĂŬĞ ĂƉƉƌŽƉƌŝĂƚĞ ĂĐƚŝŽŶ ƚŽ ĞŶĨŽƌĐĞ ƚŚĞ ůĂǁ͘ EŽƚ ŵLJ tĞŝƌ͘

'ŽŽĚ >KΖƐ ĚŽ ŶŽƚ ƚĂŬĞ ŽƌĚĞƌƐ ŽŶ ŚŽǁ ƚŽ ĞŶĨŽƌĐĞ ƚŚĞ ůĂǁ ĨƌŽŵ ƚƌƵƐƚĞĞƐ͘ dŚĞLJ ĚŽ ŶŽƚ ďĞŶĚ ƚŽ
ƚŚĞ ŽƌĚĞƌƐ ŽĨ ĐŝǀŝůŝĂŶƐ͘

dŚĞ ĐŽƵƌƚƐ ŚĂǀĞ ƌƵůĞĚ ƚŚĂƚ Ă >K ƉůĂĐŝŶŐ ŚŝƐ ŚĂŶĚƐ ŽŶ Ă ĐŝƚŝnjĞŶ ŚĂǀĞ ĂƌƌĞƐƚĞĚ ƚŚĂƚ ĐŝƚŝnjĞŶ͘ ůů
ĂƌƌĞƐƚƐ ŵƵƐƚ ŐĞŶĞƌĂƚĞ ĂŶ ĂƌƌĞƐƚ ƌĞƉŽƌƚ͘ >KΖƐ ŬŶŽǁ ƚŚŝƐ͘ ^ŝŶĐĞ ϭ ƵŐ ϮϬϮϭ͕ ĐŝƚŝnjĞŶƐ ŚĂǀĞ ďĞĞŶ
ĨŽƌĐŝďůLJ ƌĞŵŽǀĞĚ ĨƌŽŵ ZZ/^ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ĂŶĚ ŽŶ dƵĞƐĚĂLJ ŶŝŐŚƚ͕ ZZ/^ W >KΖƐ ƉƵƚ ƚŚĞŝƌ
ŚĂŶĚƐ ŽŶ ŵŽƌĞ ƚŚĂŶ ŽŶĞ ĐŝƚŝnjĞŶ ŝŶ ƉƌĞǀĞŶƚŝŶŐ ƚŚĞŵ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ƚŚĞ ďŽĂƌĚ ŵĞĞƚŝŶŐ͘

/ Ăŵ ŚĞƌĞďLJ ƌĞƋƵĞƐƚŝŶŐ Ă ĐŽƉLJ ŽĨ Ăůů ĂƌƌĞƐƚ ƌĞƉŽƌƚƐ ĨƌŽŵ ƚŚĞ ZZ/^ W ĚŽĐƵŵĞŶƚŝŶŐ ƚŚĞ
ĂƌƌĞƐƚƐ ŽĨ ĐŝƚŝnjĞŶƐ ŝŶ ZZ/^ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ĨƌŽŵ ϭ ƵŐ ϮϬϮϭ ƚŚƌŽƵŐŚ ϭϱ ^ĞƉ ϮϬϮϭ͘ ƌ njĂŝĞnjͲ
WůĞĂƐĞ ƉƌŽǀŝĚĞ ƚŚĞƐĞ ƌĞƉŽƌƚƐ ƚŽ Ăůů ƚƌƵƐƚĞĞƐ ďĞĨŽƌĞ ƚŚĞ ŶĞdžƚ ďŽĂƌĚ ŵĞĞƚŝŶŐ ǁŚŝĐŚ ǁŝůů ďĞ
^ĂƚƵƌĚĂLJ Ăƚ ϴ͗ϯϬ Ăŵ͘ tĞ ŶĞĞĚ ƚŽ ƐĞĞ ƚŚĞƐĞ ƌĞƉŽƌƚƐ͘ ŶĚ ǁĞ ŶĞĞĚ ƚŽ ƐĞĞ ŝĨ ƚŚĞ ƌĞƉŽƌƚƐ ƌĞĨůĞĐƚ
ƚŚĂƚ ƚŚĞ ŽĨĨŝĐĞƌƐ ǁĞƌĞ ƚĂŬŝŶŐ ŽƌĚĞƌƐ ĨƌŽŵ ŵLJ tĞŝƌ͘

/Ĩ ĂƌƌĞƐƚ ƌĞƉŽƌƚƐ ǁĞƌĞ ŶŽƚ ǁƌŝƚƚĞŶ͕ ƚŚĞŶ ǁĞ ŚĂǀĞ ĂŶ ĞǀĞŶ ďŝŐŐĞƌ ƉƌŽďůĞŵ͘ /Ĩ ƚŚĂƚΖƐ ƚŚĞ ĐĂƐĞ͕ ǁĞ
ŵĂLJ ŚĂǀĞ ϭϵϴϯ ŝǀŝů ZŝŐŚƚƐ ǀŝŽůĂƚŝŽŶƐ͘

/ ďĞůŝĞǀĞ ƚŚĂƚ ŵLJ tĞŝƌ ŝƐ ďůŝŶĚĞĚ ďLJ ƉŽůŝƚŝĐĂů ĚŽĐƚƌŝŶĞ ƚŚĂƚ ŚĂƐ ƌĞŶĚĞƌĞĚ ŚĞƌ ƵŶĂďůĞ ƚŽ ŽƉĞƌĂƚĞ
ǁŝƚŚŝŶ ƚŚĞ ĐŽŶĨŝŶĞƐ ŽĨ ƚŚĞ ůĂǁ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
ZZ/^ dƌƵƐƚĞĞ WůĂĐĞ ϳ
ϲϭϴ͘ϲϳϬ͘ϰϳϯϵ
^ƵďũĞĐƚ͗ &ǁĚ͗ ^ĂƚƵƌĚĂLJ ϭϴ ^ĞƉ ϮϬϮϭ ŐĞŶĚĂ
ĂƚĞ͗ dŚƵ͕ ϭϲ ^ĞƉ ϮϬϮϭ Ϭϴ͗ϰϰ͗ϮϬ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ ĞŶ ZƵƉƉ ͕ :ĞŶŶŝĨĞƌ &ůŽŬ tŚŝƚĞ
͕ DĂƚƚ ĂŶĚ dŝĨĨĂŶLJ ƵƐƐ ͕

DĞƐƐĂŐĞͲ/͗ фDϳƚŐYŐŐ^ĂϲŚtLJǁϳϮϲнEƵ^sE:<dĂdŶƐyсǀďDϬ:Ƌ:ƋĚDEΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϳĂϭĨϴϳĞϭϬϬĚϮϱϳϲĞϳϰĂϰϵĚϬϯϴϵϴϭĐϴϮϱ
ƚƚĂĐŚŵĞŶƚƐ͗ ŝŵĂŐĞͺϲϰϴϯϰϰϭ͘:W'

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dŚƵ͕ ^ĞƉ ϭϲ͕ ϮϬϮϭ Ăƚ ϴ͗Ϯϳ D
^ƵďũĞĐƚ͗ ZĞ͗ ^ĂƚƵƌĚĂLJ ϭϴ ^ĞƉ ϮϬϮϭ ŐĞŶĚĂ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
͗ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

ƌ njĂŝĞnj͕
/ ƵŶĚĞƌƐƚĂŶĚ ƚŚĂƚ LJŽƵ ĂƌĞ ŶĞǁ ƚŽ ZZ/^ ĂŶĚ ŚĂǀĞ ĂŶ ŽƉĞŶ ŵŝŶĚ ĂŶĚ ŚĞĂƌƚ ŝŶ ďĞĐŽŵŝŶŐ ƉĂƌƚ ŽĨ
ŽƵƌ ĐŽŵŵƵŶŝƚLJ͘ /Ŷ ZZ/^͕ ƉĂƌĞŶƚƐ ƐŚŽǁ ƵƉ ƚŽ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ͘ dŚŝƐ ŝƐ ŶŽƚŚŝŶŐ ŶĞǁ͘ dŚĞLJ ƉĂLJ Ă
ƉƌĞŵŝƵŵ ƚŽ ůŝǀĞ ŝŶ ZZ/^ ĂŶĚ ƚŚĞLJ ĞdžƉĞĐƚ ƚŽ ďĞ ǁĞůĐŽŵĞĚ ŝŶƚŽ ŵĞĞƚŝŶŐƐ͘ &Žƌ LJĞĂƌƐ ďĞĨŽƌĞ / ŐŽƚ
ĞůĞĐƚĞĚ͕ / ǁĂƐ Ă ƉĂƌĞŶƚ ǁŚŽ ĂƚƚĞŶĚĞĚ ĞǀĞƌLJ ďŽĂƌĚ ŵĞĞƚŝŶŐ͘ / ǁĂƐ ŶĞǀĞƌ ƚƵƌŶĞĚ ĂǁĂLJ ĞǀĞŶ
ƚŚŽƵŐŚ / ĚŝƐĂŐƌĞĞĚ ǁŝƚŚ ƚŚĞ ƐƵƉĞƌŝŶƚĞŶĚĞŶƚ ĂŶĚ ŵĂŶLJ ƚƌƵƐƚĞĞƐ͘

WůĞĂƐĞ ŶŽƚĞ ƚŚĞ ƉŝĐƚƵƌĞƐ ĂŶĚ ĚĂƚĞƐ ďĞůŽǁ͘ / ŚĂǀĞ ďĞĞŶ ĂƐŬŝŶŐ LJŽƵ ĂŶĚ WƌĞƐ tĞŝƌ ƚŽ ƐƚŽƉ
ƉƌĞǀĞŶƚŝŶŐ ĐŝƚŝnjĞŶƐ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ŽƵƌ ďŽĂƌĚ ƌŽŽŵ ĨŽƌ Ă ĐŽƵƉůĞ ŽĨ ǁĞĞŬƐ ŶŽǁ ĂŶĚ / ŚĂǀĞ ďĞĞŶ
ŝŐŶŽƌĞĚ Žƌ ŐŝǀĞŶ ĞdžĐƵƐĞƐ͘ /ƚ͛Ɛ ŶŽƚ ŐŽŝŶŐ ƚŽ ǁŽƌŬ ĂŶLJŵŽƌĞ͘ / ǁĂůŬĞĚ ŽƵƚ ŽĨ dƵĞƐĚĂLJ͛Ɛ ;ϵͬϭϰͿ
ŵĞĞƚŝŶŐ ďĞĐĂƵƐĞ LJŽƵ ĚŝƌĞĐƚĞĚ ƚŚĞ ZZ/^ W ƚŽ ƉŚLJƐŝĐĂůůLJ ƉƌĞǀĞŶƚ ƉĂƌĞŶƚƐ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ŽƵƌ
ďŽĂƌĚ ƌŽŽŵ͘ dŚŝƐ ŝƐ ƵŶĂĐĐĞƉƚĂďůĞ ĂŶĚ ĐŽƵůĚ ďĞ ĂŶ ƵŶůĂǁĨƵů ƵƐĞ ŽĨ Ă ůĂǁ ĞŶĨŽƌĐĞŵĞŶƚ
ĂŐĞŶĐLJͬŽĨĨŝĐĞƌ͘

/Ĩ ƚŚĞƌĞ ĂƌĞ ƉĞƌƐŽŶƐ ǁŚŽ ĚŽ ŶŽƚ ĨĞĞů ƐĂĨĞ Žƌ ĐŽŵĨŽƌƚĂďůĞ ŝŶ ŽƵƌ ďŽĂƌĚŝŶŐ ƌŽŽŵ ďĞĐĂƵƐĞ ƚŚĞLJ
ĐĂŶŶŽƚ ƐŽĐŝĂů ĚŝƐƚĂŶĐĞ Žƌ ďĞĐĂƵƐĞ ŽƚŚĞƌƐ ĂƌĞ ŶŽƚ ǁĞĂƌŝŶŐ ŵĂƐŬƐ͕ ƚŚĞŶ ůŝŬĞ / ƐĂŝĚ ŝŶ ƚŚĞ ŵĞĞƚŝŶŐ
ŽŶ dƵĞƐĚĂLJ͕ ƚŚĞLJ ƐŚŽƵůĚ ďĞ ƉƌŽǀŝĚĞĚ ǁŝƚŚ ĂŶ ŽǀĞƌĨůŽǁ ĂƌĞĂ ǁŚĞƌĞ ƚŚĞƌĞ ŝƐ ƉůĞŶƚLJ ŽĨ ƌŽŽŵ ƚŽ
ƐŽĐŝĂů ĚŝƐƚĂŶĐĞ ĂŶĚ ǁŚĞƌĞ ƚŚĞLJ ĐĂŶ ǁĂƚĐŚ ƚŚĞ ŵĞĞƚŝŶŐ ŽŶ Ă ůĂƌŐĞ ƐĐƌĞĞŶ͘ dŚĞ ƚĞŵƉŽƌĂƌLJ
ƐƵƐƉĞŶƐŝŽŶ ŽĨ ƉƌŽǀŝƐŝŽŶƐ ŽĨ dKD ƚŚĂƚ ƚŚĞ 'Žǀ ĂůůŽǁĞĚ ŝŶ ĂŶ džĞĐ ŽƌĚĞƌ ĞdžƉŝƌĞĚ ŽŶ ϭ ^ĞƉ͘ tĞ
ĐĂŶ͛ƚ ŬĞĞƉ ƉĞŽƉůĞ ŽƵƚ ŽĨ ŽƵƌ ŵĞĞƚŝŶŐƐ͘

/ ĞdžƉĞĐƚ ƚŚĂƚ ƉĞƌƐŽŶƐ ǁŚŽ ƐŚŽǁ ƵƉ ĨŽƌ ŽƵƌ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ǁŝůů ďĞ ĂůůŽǁĞĚ ŝŶ͕ ũƵƐƚ ĂƐ ƚŚĞLJ ĂƌĞ
ĨŽƌ ŽƚŚĞƌ ĂƌĞĂ ĞůĞĐƚĞĚ ďŽĚLJ ŵĞĞƚŝŶŐƐ ƐƵĐŚ ĂƐ ƚŚĞ ĐŝƚLJ ĐŽƵŶĐŝů ĂŶĚ ĐŽŵŵŝƐƐŝŽŶĞƌƐ ĐŽƵƌƚ͘ EŽ ŽŶĞ
ŝƐ ƚƵƌŶĞĚ ĂǁĂLJ Ăƚ ƚŚĞƐĞ ǀĞŶƵĞƐ ĂŶĚ ϲ ĨĞĞƚ ŽĨ ƐŽĐŝĂů ĚŝƐƚĂŶĐŝŶŐ ŝƐ ŶŽƚ ĂŶĚ ŚĂƐ ŶĞǀĞƌ ďĞĞŶ
ŝŵƉŽƐĞĚ ƚŽ ůŝŵŝƚ ĞŶƚƌLJ ŝŶƚŽ ƚŚĞ ǀĞŶƵĞ͘

ŶĚ / ŬŶŽǁ ŚŽǁ ŵĂŶLJ ƉĞŽƉůĞ ĂƌĞ ŝŶ ƚŚĂƚ ƌŽŽŵ ƚŚƌŽƵŐŚŽƵƚ ƚŚĞ ǁĞĞŬ ĨŽƌ ǀĂƌŝŽƵƐ ŽƚŚĞƌ
ĐůĂƐƐĞƐͬŵĞĞƚŝŶŐƐͬĞǀĞŶƚƐ͘

/ƚ͛Ɛ ƚŝŵĞ ƚŽ ƐƚŽƉ ǁŝƚŚ ƚŚĞ ƚŚĞĂƚƌŝĐƐ ĂŶĚ ŵŽǀĞ ĨŽƌǁĂƌĚ ǁŝƚŚ ŽƵƌ ďƵƐŝŶĞƐƐ͘
ĂŶŝĞůůĞ

KŶ tĞĚ͕ ^ĞƉ ϭϱ͕ ϮϬϮϭ Ăƚ ϲ͗ϱϲ WD ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

*RRG DIWHUQRRQ 7UXVWHH :HVWRQ

7KDQN \RX IRU VKDULQJ \RXU TXHVWLRQV %HORZ DUH WKH DQVZHUV WR \RXU TXHVWLRQV
ϲ͘ WƌĞǀŝŽƵƐůLJ WƌĞƐ tĞŝƌ ŝŶĨŽƌŵĞĚ ƵƐ ƚŚĂƚ &t/^ ŽĂƌĚ WƌĞƐŝĚĞŶƚ͕ ŝŶƚŽ ZĂŵŽƐ͕ ǁŽƵůĚ ďĞ ĚŽŝŶŐ
ƚŚŝƐ ŵĞĞƚŝŶŐ͘ ƌĞ ǁĞ ŶŽ ůŽŶŐĞƌ ƵƐŝŶŐ Śŝŵ Žƌ ĂƌĞ LJŽƵ ƚǁŽ ƉůĂŶŶŝŶŐ ƚŽ ƵƐĞ Śŝŵ ĨŽƌ Ă ĚŝĨĨĞƌĞŶƚ
ŵĞĞƚŝŶŐͬƚƌĂŝŶŝŶŐ͍
ƌ͘ DĐDĂŚŽŶ ǁŝůů ďĞ ŽƵƌ ĐŽĂĐŚ ĨŽƌ ƚŚĞ ĞŶƚŝƌĞ LJĞĂƌ͘ ,ŽǁĞǀĞƌ͕ ƐŚĞ ŵŝŐŚƚ ĂƐŬ Dƌ͘ ZĂŵŽƐ ƚŽ ĂƐƐŝƐƚ
ǁŝƚŚ ƐŽŵĞ ŽĨ ƚŚĞ ƚƌĂŝŶŝŶŐ ƐĞƐƐŝŽŶƐ͘ ,Ğ ǁŽŶΖƚ ďĞ Ăƚ ƚŚŝƐ ƚƌĂŝŶŝŶŐ͘

ϳ͘ ,Žǁ ŵĂŶLJ ŵŽƌĞ ĐŚĂŝƌƐ ĂƌĞ LJŽƵ ƉůĂŶŶŝŶŐ ƚŽ ĂĚĚ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͍
:H DUH SODQQLQJ RQ UHRUJDQL]LQJ WKH URRP RQ )ULGD\ :H ZLOO EH DEOH WR JLYH \RX D
GHILQLWH QXPEHU WKHQ

Respectfully,

Dr. Hafedh Azaiez

Superintendent of Schools

ƌ͘ ,ĂĨĞĚŚ njĂŝĞnj


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KŶ tĞĚ͕ ^ĞƉ ϭϱ͕ ϮϬϮϭ Ăƚ ϲ͗ϰϭ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

ƌ njĂŝĞnj͕
/ ƌĞĂůůLJ ĂƉƉƌĞĐŝĂƚĞ ƚŚĞ ƉƌŽŵƉƚ ƌĞƐƉŽŶƐĞ͘ / ŶŽǁ ŚĂǀĞ ƚǁŽ ŵŽƌĞ ƋƵĞƐƚŝŽŶƐ͘

ϲ͘ WƌĞǀŝŽƵƐůLJ WƌĞƐ tĞŝƌ ŝŶĨŽƌŵĞĚ ƵƐ ƚŚĂƚ &t/^ ŽĂƌĚ WƌĞƐŝĚĞŶƚ͕ ŝŶƚŽ ZĂŵŽƐ͕ ǁŽƵůĚ ďĞ ĚŽŝŶŐ
ƚŚŝƐ ŵĞĞƚŝŶŐ͘ ƌĞ ǁĞ ŶŽ ůŽŶŐĞƌ ƵƐŝŶŐ Śŝŵ Žƌ ĂƌĞ LJŽƵ ƚǁŽ ƉůĂŶŶŝŶŐ ƚŽ ƵƐĞ Śŝŵ ĨŽƌ Ă ĚŝĨĨĞƌĞŶƚ
ŵĞĞƚŝŶŐͬƚƌĂŝŶŝŶŐ͍

ϳ͘ ,Žǁ ŵĂŶLJ ŵŽƌĞ ĐŚĂŝƌƐ ĂƌĞ LJŽƵ ƉůĂŶŶŝŶŐ ƚŽ ĂĚĚ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͍

ĂŶŝĞůůĞ tĞƐƚŽŶ
ϭ͘ tŝůů ƚŚĞ ƉƵďůŝĐ ďĞ ĂůůŽǁĞĚ ŝŶƚŽ ƚŚĞ ŵĞĞƚŝŶŐ Žƌ ǁŝůů ĂƌƚŝĨŝĐŝĂů ƐĞĂƚŝŶŐ ƌĞƐƚƌŝĐƚŝŽŶƐ ďĞ ŝŶ ƉůĂĐĞ ĂƐ
ƚŚĞLJ ǁĞƌĞ ŝŶ ƚŚĞ ϭϰ ^ĞƉ ϮϬϮϭ ŵĞĞƚŝŶŐ͍
dŚĞ ƉƵďůŝĐ ǁŝůů ďĞ ĂůůŽǁĞĚ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͘ tĞ ĂƌĞ ƉůĂŶŶŝŶŐ ŽŶ ĂĚĚŝŶŐ ŵŽƌĞ ĐŚĂŝƌƐ ƚŽ
ĂĐĐŽŵŵŽĚĂƚĞ ŵŽƌĞ ƉĞŽƉůĞ͘
Ϯ͘ KƵƚƐŝĚĞ ŽĨ ƚŚĞ ĞůĞĐƚĞĚ ƚƌƵƐƚĞĞƐ ĂŶĚ ƐƵƉĞƌŝŶƚĞŶĚĞŶƚ͕ ǁŚŽ ĞŵƉůŽLJĞĚ ďLJ ZZ/^ ǁŝůů ďĞ
ƉƌĞƐĞŶƚ͍
Yes, we will have several RRISD staff members including, Dr. Presley, Ms. Caputo,
Mr. Smith, Ms. Aguilera, and Ms. Wells.
ϯ͘ tŚŽ ĞůƐĞ ;ƉĂŝĚ ĂŶĚͬŽƌ ƵŶƉĂŝĚ ĨĂĐŝůŝƚĂƚŽƌƐ͕ ŶŽŶͲZZ/^ ĞŵƉůŽLJĞĞƐͿ ǁŝůů ďĞ ƉƌĞƐĞŶƚ ĂŶĚ ǁŚĂƚ
ŽƌŐĂŶŝnjĂƚŝŽŶƐ ĂƌĞ ƚŚĞLJ ĨƌŽŵ͍
Dr. McMahon will be facilitating the training. She works for Tenet Leadership
ϰ͘ ,Žǁ ŵƵĐŚ ǁŝůů ƚŚĞƐĞ ĨĂĐŝůŝƚĂƚŽƌƐ ďĞ ƉĂŝĚ ĨŽƌ ƐĞƌǀŝĐĞƐ ƉƌĞƉĂƌŝŶŐ ĨŽƌ ĂŶĚ ƉĞƌĨŽƌŵŝŶŐ ŝŶ ƚŚŝƐ
ŵĞĞƚŝŶŐ͍
tĞ ƐŝŐŶĞĚ Ă ŽŶĞ LJĞĂƌ ĐŽŶƚƌĂĐƚ ĨŽƌ ƚƌĂŝŶŝŶŐ ĂŶĚ ĐŽĂĐŚŝŶŐ ĨŽƌ Ă ƚŽƚĂů ŽĨ ΨϮϮ͕ϬϬϬ͘
ϱ͘ tŝůů ƚŚĞƌĞ ďĞ ĂŶLJ >^' ƚƌĂŝŶŝŶŐ ŝŶǀŽůǀĞĚ ŝŶ ƚŚŝƐ ŵĞĞƚŝŶŐ͍Setting student outcome goals
are part of LSG as well as HB3. This session will not involve training on LSG
Framework.

KŶ tĞĚ͕ ^ĞƉ ϭϱ͕ ϮϬϮϭ Ăƚ ϲ͗ϮϮ WD ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

'ŽŽĚ ĂĨƚĞƌŶŽŽŶ dƌƵƐƚĞĞ tĞƐƚŽŶ͕

dŚĂŶŬ LJŽƵ ĨŽƌ LJŽƵƌ ĞŵĂŝů͘ ĞůŽǁ ĂƌĞ ƚŚĞ ĂŶƐǁĞƌƐ ƚŽ LJŽƵƌ ƋƵĞƐƚŝŽŶƐ͗

ϭ͘ tŝůů ƚŚĞ ƉƵďůŝĐ ďĞ ĂůůŽǁĞĚ ŝŶƚŽ ƚŚĞ ŵĞĞƚŝŶŐ Žƌ ǁŝůů ĂƌƚŝĨŝĐŝĂů ƐĞĂƚŝŶŐ ƌĞƐƚƌŝĐƚŝŽŶƐ ďĞ ŝŶ ƉůĂĐĞ ĂƐ
ƚŚĞLJ ǁĞƌĞ ŝŶ ƚŚĞ ϭϰ ^ĞƉ ϮϬϮϭ ŵĞĞƚŝŶŐ͍
dŚĞ ƉƵďůŝĐ ǁŝůů ďĞ ĂůůŽǁĞĚ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͘ tĞ ĂƌĞ ƉůĂŶŶŝŶŐ ŽŶ ĂĚĚŝŶŐ ŵŽƌĞ ĐŚĂŝƌƐ ƚŽ
ĂĐĐŽŵŵŽĚĂƚĞ ŵŽƌĞ ƉĞŽƉůĞ͘
Ϯ͘ KƵƚƐŝĚĞ ŽĨ ƚŚĞ ĞůĞĐƚĞĚ ƚƌƵƐƚĞĞƐ ĂŶĚ ƐƵƉĞƌŝŶƚĞŶĚĞŶƚ͕ ǁŚŽ ĞŵƉůŽLJĞĚ ďLJ ZZ/^ ǁŝůů ďĞ
ƉƌĞƐĞŶƚ͍
Yes, we will have several RRISD staff members including, Dr. Presley, Ms. Caputo,
Mr. Smith, Ms. Aguilera, and Ms. Wells.
ϯ͘ tŚŽ ĞůƐĞ ;ƉĂŝĚ ĂŶĚͬŽƌ ƵŶƉĂŝĚ ĨĂĐŝůŝƚĂƚŽƌƐ͕ ŶŽŶͲZZ/^ ĞŵƉůŽLJĞĞƐͿ ǁŝůů ďĞ ƉƌĞƐĞŶƚ ĂŶĚ ǁŚĂƚ
ŽƌŐĂŶŝnjĂƚŝŽŶƐ ĂƌĞ ƚŚĞLJ ĨƌŽŵ͍
Dr. McMahon will be facilitating the training. She works for Tenet Leadership
ϰ͘ ,Žǁ ŵƵĐŚ ǁŝůů ƚŚĞƐĞ ĨĂĐŝůŝƚĂƚŽƌƐ ďĞ ƉĂŝĚ ĨŽƌ ƐĞƌǀŝĐĞƐ ƉƌĞƉĂƌŝŶŐ ĨŽƌ ĂŶĚ ƉĞƌĨŽƌŵŝŶŐ ŝŶ ƚŚŝƐ
ŵĞĞƚŝŶŐ͍
tĞ ƐŝŐŶĞĚ Ă ŽŶĞ LJĞĂƌ ĐŽŶƚƌĂĐƚ ĨŽƌ ƚƌĂŝŶŝŶŐ ĂŶĚ ĐŽĂĐŚŝŶŐ ĨŽƌ Ă ƚŽƚĂů ŽĨ ΨϮϮ͕ϬϬϬ͘
ϱ͘ tŝůů ƚŚĞƌĞ ďĞ ĂŶLJ >^' ƚƌĂŝŶŝŶŐ ŝŶǀŽůǀĞĚ ŝŶ ƚŚŝƐ ŵĞĞƚŝŶŐ͍Setting student outcome goals
are part of LSG as well as HB3. This session will not involve training on LSG
Framework.

Respectfully,

Dr. Hafedh Azaiez

Superintendent of Schools
^ƵďũĞĐƚ͗ &ǁĚ͗ ^ĂƚƵƌĚĂLJ ϭϴ ^ĞƉ ϮϬϮϭ ŐĞŶĚĂ
ĂƚĞ͗ dŚƵ͕ ϭϲ ^ĞƉ ϮϬϮϭ Ϭϴ͗ϰϲ͗Ϯϭ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ DŝĐŚĞůůĞ ǀĂŶƐ
DĞƐƐĂŐĞͲ/͗ фDϳƚŐYƚŐy'ZĂƐE,&ϰͺŚϭϱŽtŚ'<Ğ^KсϵLJzϲWǀϭĐKсƵDΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĂϬϴϰϱĨϱϰϮϱϳĐϵϰϱϯϰĞϭďĐϵϰĚϭĚĐϰĞďϴϴ
ƚƚĂĐŚŵĞŶƚƐ͗ ŝŵĂŐĞͺϲϰϴϯϰϰϭ͘:W'

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dŚƵ͕ ^ĞƉ ϭϲ͕ ϮϬϮϭ Ăƚ ϴ͗Ϯϳ D
^ƵďũĞĐƚ͗ ZĞ͗ ^ĂƚƵƌĚĂLJ ϭϴ ^ĞƉ ϮϬϮϭ ŐĞŶĚĂ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
͗ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

ƌ njĂŝĞnj͕
/ ƵŶĚĞƌƐƚĂŶĚ ƚŚĂƚ LJŽƵ ĂƌĞ ŶĞǁ ƚŽ ZZ/^ ĂŶĚ ŚĂǀĞ ĂŶ ŽƉĞŶ ŵŝŶĚ ĂŶĚ ŚĞĂƌƚ ŝŶ ďĞĐŽŵŝŶŐ ƉĂƌƚ ŽĨ
ŽƵƌ ĐŽŵŵƵŶŝƚLJ͘ /Ŷ ZZ/^͕ ƉĂƌĞŶƚƐ ƐŚŽǁ ƵƉ ƚŽ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ͘ dŚŝƐ ŝƐ ŶŽƚŚŝŶŐ ŶĞǁ͘ dŚĞLJ ƉĂLJ Ă
ƉƌĞŵŝƵŵ ƚŽ ůŝǀĞ ŝŶ ZZ/^ ĂŶĚ ƚŚĞLJ ĞdžƉĞĐƚ ƚŽ ďĞ ǁĞůĐŽŵĞĚ ŝŶƚŽ ŵĞĞƚŝŶŐƐ͘ &Žƌ LJĞĂƌƐ ďĞĨŽƌĞ / ŐŽƚ
ĞůĞĐƚĞĚ͕ / ǁĂƐ Ă ƉĂƌĞŶƚ ǁŚŽ ĂƚƚĞŶĚĞĚ ĞǀĞƌLJ ďŽĂƌĚ ŵĞĞƚŝŶŐ͘ / ǁĂƐ ŶĞǀĞƌ ƚƵƌŶĞĚ ĂǁĂLJ ĞǀĞŶ
ƚŚŽƵŐŚ / ĚŝƐĂŐƌĞĞĚ ǁŝƚŚ ƚŚĞ ƐƵƉĞƌŝŶƚĞŶĚĞŶƚ ĂŶĚ ŵĂŶLJ ƚƌƵƐƚĞĞƐ͘

WůĞĂƐĞ ŶŽƚĞ ƚŚĞ ƉŝĐƚƵƌĞƐ ĂŶĚ ĚĂƚĞƐ ďĞůŽǁ͘ / ŚĂǀĞ ďĞĞŶ ĂƐŬŝŶŐ LJŽƵ ĂŶĚ WƌĞƐ tĞŝƌ ƚŽ ƐƚŽƉ
ƉƌĞǀĞŶƚŝŶŐ ĐŝƚŝnjĞŶƐ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ŽƵƌ ďŽĂƌĚ ƌŽŽŵ ĨŽƌ Ă ĐŽƵƉůĞ ŽĨ ǁĞĞŬƐ ŶŽǁ ĂŶĚ / ŚĂǀĞ ďĞĞŶ
ŝŐŶŽƌĞĚ Žƌ ŐŝǀĞŶ ĞdžĐƵƐĞƐ͘ /ƚ͛Ɛ ŶŽƚ ŐŽŝŶŐ ƚŽ ǁŽƌŬ ĂŶLJŵŽƌĞ͘ / ǁĂůŬĞĚ ŽƵƚ ŽĨ dƵĞƐĚĂLJ͛Ɛ ;ϵͬϭϰͿ
ŵĞĞƚŝŶŐ ďĞĐĂƵƐĞ LJŽƵ ĚŝƌĞĐƚĞĚ ƚŚĞ ZZ/^ W ƚŽ ƉŚLJƐŝĐĂůůLJ ƉƌĞǀĞŶƚ ƉĂƌĞŶƚƐ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ŽƵƌ
ďŽĂƌĚ ƌŽŽŵ͘ dŚŝƐ ŝƐ ƵŶĂĐĐĞƉƚĂďůĞ ĂŶĚ ĐŽƵůĚ ďĞ ĂŶ ƵŶůĂǁĨƵů ƵƐĞ ŽĨ Ă ůĂǁ ĞŶĨŽƌĐĞŵĞŶƚ
ĂŐĞŶĐLJͬŽĨĨŝĐĞƌ͘

/Ĩ ƚŚĞƌĞ ĂƌĞ ƉĞƌƐŽŶƐ ǁŚŽ ĚŽ ŶŽƚ ĨĞĞů ƐĂĨĞ Žƌ ĐŽŵĨŽƌƚĂďůĞ ŝŶ ŽƵƌ ďŽĂƌĚŝŶŐ ƌŽŽŵ ďĞĐĂƵƐĞ ƚŚĞLJ
ĐĂŶŶŽƚ ƐŽĐŝĂů ĚŝƐƚĂŶĐĞ Žƌ ďĞĐĂƵƐĞ ŽƚŚĞƌƐ ĂƌĞ ŶŽƚ ǁĞĂƌŝŶŐ ŵĂƐŬƐ͕ ƚŚĞŶ ůŝŬĞ / ƐĂŝĚ ŝŶ ƚŚĞ ŵĞĞƚŝŶŐ
ŽŶ dƵĞƐĚĂLJ͕ ƚŚĞLJ ƐŚŽƵůĚ ďĞ ƉƌŽǀŝĚĞĚ ǁŝƚŚ ĂŶ ŽǀĞƌĨůŽǁ ĂƌĞĂ ǁŚĞƌĞ ƚŚĞƌĞ ŝƐ ƉůĞŶƚLJ ŽĨ ƌŽŽŵ ƚŽ
ƐŽĐŝĂů ĚŝƐƚĂŶĐĞ ĂŶĚ ǁŚĞƌĞ ƚŚĞLJ ĐĂŶ ǁĂƚĐŚ ƚŚĞ ŵĞĞƚŝŶŐ ŽŶ Ă ůĂƌŐĞ ƐĐƌĞĞŶ͘ dŚĞ ƚĞŵƉŽƌĂƌLJ
ƐƵƐƉĞŶƐŝŽŶ ŽĨ ƉƌŽǀŝƐŝŽŶƐ ŽĨ dKD ƚŚĂƚ ƚŚĞ 'Žǀ ĂůůŽǁĞĚ ŝŶ ĂŶ džĞĐ ŽƌĚĞƌ ĞdžƉŝƌĞĚ ŽŶ ϭ ^ĞƉ͘ tĞ
ĐĂŶ͛ƚ ŬĞĞƉ ƉĞŽƉůĞ ŽƵƚ ŽĨ ŽƵƌ ŵĞĞƚŝŶŐƐ͘

/ ĞdžƉĞĐƚ ƚŚĂƚ ƉĞƌƐŽŶƐ ǁŚŽ ƐŚŽǁ ƵƉ ĨŽƌ ŽƵƌ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ǁŝůů ďĞ ĂůůŽǁĞĚ ŝŶ͕ ũƵƐƚ ĂƐ ƚŚĞLJ ĂƌĞ
ĨŽƌ ŽƚŚĞƌ ĂƌĞĂ ĞůĞĐƚĞĚ ďŽĚLJ ŵĞĞƚŝŶŐƐ ƐƵĐŚ ĂƐ ƚŚĞ ĐŝƚLJ ĐŽƵŶĐŝů ĂŶĚ ĐŽŵŵŝƐƐŝŽŶĞƌƐ ĐŽƵƌƚ͘ EŽ ŽŶĞ
ŝƐ ƚƵƌŶĞĚ ĂǁĂLJ Ăƚ ƚŚĞƐĞ ǀĞŶƵĞƐ ĂŶĚ ϲ ĨĞĞƚ ŽĨ ƐŽĐŝĂů ĚŝƐƚĂŶĐŝŶŐ ŝƐ ŶŽƚ ĂŶĚ ŚĂƐ ŶĞǀĞƌ ďĞĞŶ
ŝŵƉŽƐĞĚ ƚŽ ůŝŵŝƚ ĞŶƚƌLJ ŝŶƚŽ ƚŚĞ ǀĞŶƵĞ͘

ŶĚ / ŬŶŽǁ ŚŽǁ ŵĂŶLJ ƉĞŽƉůĞ ĂƌĞ ŝŶ ƚŚĂƚ ƌŽŽŵ ƚŚƌŽƵŐŚŽƵƚ ƚŚĞ ǁĞĞŬ ĨŽƌ ǀĂƌŝŽƵƐ ŽƚŚĞƌ
ĐůĂƐƐĞƐͬŵĞĞƚŝŶŐƐͬĞǀĞŶƚƐ͘

/ƚ͛Ɛ ƚŝŵĞ ƚŽ ƐƚŽƉ ǁŝƚŚ ƚŚĞ ƚŚĞĂƚƌŝĐƐ ĂŶĚ ŵŽǀĞ ĨŽƌǁĂƌĚ ǁŝƚŚ ŽƵƌ ďƵƐŝŶĞƐƐ͘

ĂŶŝĞůůĞ
KŶ tĞĚ͕ ^ĞƉ ϭϱ͕ ϮϬϮϭ Ăƚ ϲ͗ϱϲ WD ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

*RRG DIWHUQRRQ 7UXVWHH :HVWRQ

7KDQN \RX IRU VKDULQJ \RXU TXHVWLRQV %HORZ DUH WKH DQVZHUV WR \RXU TXHVWLRQV
ϲ͘ WƌĞǀŝŽƵƐůLJ WƌĞƐ tĞŝƌ ŝŶĨŽƌŵĞĚ ƵƐ ƚŚĂƚ &t/^ ŽĂƌĚ WƌĞƐŝĚĞŶƚ͕ ŝŶƚŽ ZĂŵŽƐ͕ ǁŽƵůĚ ďĞ ĚŽŝŶŐ
ƚŚŝƐ ŵĞĞƚŝŶŐ͘ ƌĞ ǁĞ ŶŽ ůŽŶŐĞƌ ƵƐŝŶŐ Śŝŵ Žƌ ĂƌĞ LJŽƵ ƚǁŽ ƉůĂŶŶŝŶŐ ƚŽ ƵƐĞ Śŝŵ ĨŽƌ Ă ĚŝĨĨĞƌĞŶƚ
ŵĞĞƚŝŶŐͬƚƌĂŝŶŝŶŐ͍
ƌ͘ DĐDĂŚŽŶ ǁŝůů ďĞ ŽƵƌ ĐŽĂĐŚ ĨŽƌ ƚŚĞ ĞŶƚŝƌĞ LJĞĂƌ͘ ,ŽǁĞǀĞƌ͕ ƐŚĞ ŵŝŐŚƚ ĂƐŬ Dƌ͘ ZĂŵŽƐ ƚŽ ĂƐƐŝƐƚ
ǁŝƚŚ ƐŽŵĞ ŽĨ ƚŚĞ ƚƌĂŝŶŝŶŐ ƐĞƐƐŝŽŶƐ͘ ,Ğ ǁŽŶΖƚ ďĞ Ăƚ ƚŚŝƐ ƚƌĂŝŶŝŶŐ͘

ϳ͘ ,Žǁ ŵĂŶLJ ŵŽƌĞ ĐŚĂŝƌƐ ĂƌĞ LJŽƵ ƉůĂŶŶŝŶŐ ƚŽ ĂĚĚ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͍
:H DUH SODQQLQJ RQ UHRUJDQL]LQJ WKH URRP RQ )ULGD\ :H ZLOO EH DEOH WR JLYH \RX D
GHILQLWH QXPEHU WKHQ

Respectfully,

Dr. Hafedh Azaiez

Superintendent of Schools

ƌ͘ ,ĂĨĞĚŚ njĂŝĞnj


6XSHULQWHQGHQW RI 6FKRROV
5RXQG 5RFN ,6'
 5RXQG 5RFN $YH
5RXQG 5RFN 7; 
 RIILFH
 ID[
&RQQHFW ZLWK 5RXQG 5RFN ,6'
7ZLWWHU #5RXQG5RFN,6'
)DFHERRNFRP55,6'

KŶ tĞĚ͕ ^ĞƉ ϭϱ͕ ϮϬϮϭ Ăƚ ϲ͗ϰϭ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

ƌ njĂŝĞnj͕
/ ƌĞĂůůLJ ĂƉƉƌĞĐŝĂƚĞ ƚŚĞ ƉƌŽŵƉƚ ƌĞƐƉŽŶƐĞ͘ / ŶŽǁ ŚĂǀĞ ƚǁŽ ŵŽƌĞ ƋƵĞƐƚŝŽŶƐ͘

ϲ͘ WƌĞǀŝŽƵƐůLJ WƌĞƐ tĞŝƌ ŝŶĨŽƌŵĞĚ ƵƐ ƚŚĂƚ &t/^ ŽĂƌĚ WƌĞƐŝĚĞŶƚ͕ ŝŶƚŽ ZĂŵŽƐ͕ ǁŽƵůĚ ďĞ ĚŽŝŶŐ
ƚŚŝƐ ŵĞĞƚŝŶŐ͘ ƌĞ ǁĞ ŶŽ ůŽŶŐĞƌ ƵƐŝŶŐ Śŝŵ Žƌ ĂƌĞ LJŽƵ ƚǁŽ ƉůĂŶŶŝŶŐ ƚŽ ƵƐĞ Śŝŵ ĨŽƌ Ă ĚŝĨĨĞƌĞŶƚ
ŵĞĞƚŝŶŐͬƚƌĂŝŶŝŶŐ͍

ϳ͘ ,Žǁ ŵĂŶLJ ŵŽƌĞ ĐŚĂŝƌƐ ĂƌĞ LJŽƵ ƉůĂŶŶŝŶŐ ƚŽ ĂĚĚ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͍

ĂŶŝĞůůĞ tĞƐƚŽŶ
ϭ͘ tŝůů ƚŚĞ ƉƵďůŝĐ ďĞ ĂůůŽǁĞĚ ŝŶƚŽ ƚŚĞ ŵĞĞƚŝŶŐ Žƌ ǁŝůů ĂƌƚŝĨŝĐŝĂů ƐĞĂƚŝŶŐ ƌĞƐƚƌŝĐƚŝŽŶƐ ďĞ ŝŶ ƉůĂĐĞ ĂƐ
ƚŚĞLJ ǁĞƌĞ ŝŶ ƚŚĞ ϭϰ ^ĞƉ ϮϬϮϭ ŵĞĞƚŝŶŐ͍
dŚĞ ƉƵďůŝĐ ǁŝůů ďĞ ĂůůŽǁĞĚ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͘ tĞ ĂƌĞ ƉůĂŶŶŝŶŐ ŽŶ ĂĚĚŝŶŐ ŵŽƌĞ ĐŚĂŝƌƐ ƚŽ
ĂĐĐŽŵŵŽĚĂƚĞ ŵŽƌĞ ƉĞŽƉůĞ͘
Ϯ͘ KƵƚƐŝĚĞ ŽĨ ƚŚĞ ĞůĞĐƚĞĚ ƚƌƵƐƚĞĞƐ ĂŶĚ ƐƵƉĞƌŝŶƚĞŶĚĞŶƚ͕ ǁŚŽ ĞŵƉůŽLJĞĚ ďLJ ZZ/^ ǁŝůů ďĞ
ƉƌĞƐĞŶƚ͍
Yes, we will have several RRISD staff members including, Dr. Presley, Ms. Caputo,
Mr. Smith, Ms. Aguilera, and Ms. Wells.
ϯ͘ tŚŽ ĞůƐĞ ;ƉĂŝĚ ĂŶĚͬŽƌ ƵŶƉĂŝĚ ĨĂĐŝůŝƚĂƚŽƌƐ͕ ŶŽŶͲZZ/^ ĞŵƉůŽLJĞĞƐͿ ǁŝůů ďĞ ƉƌĞƐĞŶƚ ĂŶĚ ǁŚĂƚ
ŽƌŐĂŶŝnjĂƚŝŽŶƐ ĂƌĞ ƚŚĞLJ ĨƌŽŵ͍
Dr. McMahon will be facilitating the training. She works for Tenet Leadership
ϰ͘ ,Žǁ ŵƵĐŚ ǁŝůů ƚŚĞƐĞ ĨĂĐŝůŝƚĂƚŽƌƐ ďĞ ƉĂŝĚ ĨŽƌ ƐĞƌǀŝĐĞƐ ƉƌĞƉĂƌŝŶŐ ĨŽƌ ĂŶĚ ƉĞƌĨŽƌŵŝŶŐ ŝŶ ƚŚŝƐ
ŵĞĞƚŝŶŐ͍
tĞ ƐŝŐŶĞĚ Ă ŽŶĞ LJĞĂƌ ĐŽŶƚƌĂĐƚ ĨŽƌ ƚƌĂŝŶŝŶŐ ĂŶĚ ĐŽĂĐŚŝŶŐ ĨŽƌ Ă ƚŽƚĂů ŽĨ ΨϮϮ͕ϬϬϬ͘
ϱ͘ tŝůů ƚŚĞƌĞ ďĞ ĂŶLJ >^' ƚƌĂŝŶŝŶŐ ŝŶǀŽůǀĞĚ ŝŶ ƚŚŝƐ ŵĞĞƚŝŶŐ͍Setting student outcome goals
are part of LSG as well as HB3. This session will not involve training on LSG
Framework.

KŶ tĞĚ͕ ^ĞƉ ϭϱ͕ ϮϬϮϭ Ăƚ ϲ͗ϮϮ WD ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

'ŽŽĚ ĂĨƚĞƌŶŽŽŶ dƌƵƐƚĞĞ tĞƐƚŽŶ͕

dŚĂŶŬ LJŽƵ ĨŽƌ LJŽƵƌ ĞŵĂŝů͘ ĞůŽǁ ĂƌĞ ƚŚĞ ĂŶƐǁĞƌƐ ƚŽ LJŽƵƌ ƋƵĞƐƚŝŽŶƐ͗

ϭ͘ tŝůů ƚŚĞ ƉƵďůŝĐ ďĞ ĂůůŽǁĞĚ ŝŶƚŽ ƚŚĞ ŵĞĞƚŝŶŐ Žƌ ǁŝůů ĂƌƚŝĨŝĐŝĂů ƐĞĂƚŝŶŐ ƌĞƐƚƌŝĐƚŝŽŶƐ ďĞ ŝŶ ƉůĂĐĞ ĂƐ
ƚŚĞLJ ǁĞƌĞ ŝŶ ƚŚĞ ϭϰ ^ĞƉ ϮϬϮϭ ŵĞĞƚŝŶŐ͍
dŚĞ ƉƵďůŝĐ ǁŝůů ďĞ ĂůůŽǁĞĚ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͘ tĞ ĂƌĞ ƉůĂŶŶŝŶŐ ŽŶ ĂĚĚŝŶŐ ŵŽƌĞ ĐŚĂŝƌƐ ƚŽ
ĂĐĐŽŵŵŽĚĂƚĞ ŵŽƌĞ ƉĞŽƉůĞ͘
Ϯ͘ KƵƚƐŝĚĞ ŽĨ ƚŚĞ ĞůĞĐƚĞĚ ƚƌƵƐƚĞĞƐ ĂŶĚ ƐƵƉĞƌŝŶƚĞŶĚĞŶƚ͕ ǁŚŽ ĞŵƉůŽLJĞĚ ďLJ ZZ/^ ǁŝůů ďĞ
ƉƌĞƐĞŶƚ͍
Yes, we will have several RRISD staff members including, Dr. Presley, Ms. Caputo,
Mr. Smith, Ms. Aguilera, and Ms. Wells.
ϯ͘ tŚŽ ĞůƐĞ ;ƉĂŝĚ ĂŶĚͬŽƌ ƵŶƉĂŝĚ ĨĂĐŝůŝƚĂƚŽƌƐ͕ ŶŽŶͲZZ/^ ĞŵƉůŽLJĞĞƐͿ ǁŝůů ďĞ ƉƌĞƐĞŶƚ ĂŶĚ ǁŚĂƚ
ŽƌŐĂŶŝnjĂƚŝŽŶƐ ĂƌĞ ƚŚĞLJ ĨƌŽŵ͍
Dr. McMahon will be facilitating the training. She works for Tenet Leadership
ϰ͘ ,Žǁ ŵƵĐŚ ǁŝůů ƚŚĞƐĞ ĨĂĐŝůŝƚĂƚŽƌƐ ďĞ ƉĂŝĚ ĨŽƌ ƐĞƌǀŝĐĞƐ ƉƌĞƉĂƌŝŶŐ ĨŽƌ ĂŶĚ ƉĞƌĨŽƌŵŝŶŐ ŝŶ ƚŚŝƐ
ŵĞĞƚŝŶŐ͍
tĞ ƐŝŐŶĞĚ Ă ŽŶĞ LJĞĂƌ ĐŽŶƚƌĂĐƚ ĨŽƌ ƚƌĂŝŶŝŶŐ ĂŶĚ ĐŽĂĐŚŝŶŐ ĨŽƌ Ă ƚŽƚĂů ŽĨ ΨϮϮ͕ϬϬϬ͘
ϱ͘ tŝůů ƚŚĞƌĞ ďĞ ĂŶLJ >^' ƚƌĂŝŶŝŶŐ ŝŶǀŽůǀĞĚ ŝŶ ƚŚŝƐ ŵĞĞƚŝŶŐ͍Setting student outcome goals
are part of LSG as well as HB3. This session will not involve training on LSG
Framework.

Respectfully,

Dr. Hafedh Azaiez

Superintendent of Schools
,Žǁ ĐĂŶ ǁĞ ŵŽǀĞ ĨŽƌǁĂƌĚ ŽŶ ƚŚŝƐ͍

ĂŶŝĞůĞ tĞƐƚŽŶ

KŶ dŚƵ͕ EŽǀ ϭϭ͕ ϮϬϮϭ Ăƚ ϲ͗Ϯϴ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

ƌ njĂŝĞnj͕
WůĞĂƐĞ ƚĞůů ŵĞ ǁŚŝĐŚ ŽĨ ƚŚĞ ƚǁŽ ƉĂƚŚƐ ǁĞ ĂƌĞ ŐŽŝŶŐ ĚŽǁŶ͘ tĞ ŶĞĞĚ ĐůĂƌŝƚLJ ŝŶ ŽƵƌ ĐŽŵŵƵŶŝƚLJ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
KŶ dŚƵ͕ EŽǀ ϭϭ͕ ϮϬϮϭ Ăƚ ϲ͗ϬϬ WD ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

'ŽŽĚ ĞǀĞŶŝŶŐ dƌƵƐƚĞĞ tĞƐƚŽŶ͕

Respectfully,

Dr. Hafedh Azaiez

Superintendent of Schools

ƌ͘ ,ĂĨĞĚŚ njĂŝĞnj


6XSHULQWHQGHQW RI 6FKRROV
5RXQG 5RFN ,6'
 5RXQG 5RFN $YH
5RXQG 5RFN 7; 
 RIILFH
 ID[
&RQQHFW ZLWK 5RXQG 5RFN ,6'
7ZLWWHU #5RXQG5RFN,6'
)DFHERRNFRP55,6'

KŶ dŚƵ͕ EŽǀ ϭϭ͕ ϮϬϮϭ Ăƚ ϰ͗ϱϰ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

ƌ njĂŝĞnj ĂŶĚ WƌĞƐ tĞŝƌ͕


ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ tĞĚ͕ EŽǀ ϭϬ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϯϰ D ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

ƌ njĂŝĞnj ĂŶĚ WƌĞƐ tĞŝƌ͕


ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ t, ŽĂƌĚ DĞĞƚŝŶŐ ƚŽĚĂLJ ;ϭϬ EŽǀ ϮϬϮϭͿ
ĂƚĞ͗ tĞĚ͕ ϭϬ EŽǀ ϮϬϮϭ ϭϱ͗Ϭϰ͗ϰϳ ͲϬϲϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ ĂǀŝĚ ^ĐŚŵŝĚƚ ͕ DĂƌƐŚĂůů ^
DĞƐƐĂŐĞͲ/͗ фDϳƚŐdŬϰũtdžϭĞĚDнďZy,Őϴͺ,ϱϬϬƌŵƌďƵ<ϳϮĞĂtW>сΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϭϭϮϱϯĞϳϳĂϵĚϬϳĂϴϭϯďϵďĐĂĞϭĂĚϭĂϭϴĞϬ
ƚƚĂĐŚŵĞŶƚƐ͗ &ϯ͘͘DĂƐŬ DĂƚƌŝdž͘ƉĚĨ

&z/ ŽŶůLJ͘ WůĞĂƐĞ ĚŽŶ͛ƚ ƌĞƐƉŽŶĚ͘

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ tĞĚ͕ EŽǀ ϭϬ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϯϰ D
^ƵďũĞĐƚ͗ t, ŽĂƌĚ DĞĞƚŝŶŐ ƚŽĚĂLJ ;ϭϬ EŽǀ ϮϬϮϭͿ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ŵLJ tĞŝƌ
фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ
фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

ƌ njĂŝĞnj ĂŶĚ WƌĞƐ tĞŝƌ͕

ĂŶŝĞůůĞ tĞƐƚŽŶ
ĂŶĚͬŽƌ ŽĨ ZŽƵŶĚ ZŽĐŬ /ŶĚĞƉĞŶĚĞŶƚ ^ĐŚŽŽů ŝƐƚƌŝĐƚΖƐ ƉĂƌĞŶƚƐ͕ ƐƚƵĚĞŶƚƐ͕ ĂŶĚ ƉĞƌƐŽŶŶĞů͖ ĂŶĚ͕ ƚŚĞƌĞĨŽƌĞ͕ ĐŽƵůĚ ďĞ ĐŽŶƐŝĚĞƌĞĚ ĐŽŶĨŝĚĞŶƚŝĂů͘ dŚĞ
ĐŽŶƚĞŶƚƐ ŽĨ ƚŚŝƐ ƚƌĂŶƐŵŝƚƚĂů ĂƌĞ ŝŶƚĞŶĚĞĚ ƐŽůĞůLJ ĨŽƌ ƚŚĞ ƵƐĞ ŽĨ ƚŚĞ ŝŶĚŝǀŝĚƵĂů Žƌ ĞŶƚŝƚLJ ƚŽ ǁŚŽŵ ƚŚŝƐ ĞͲŵĂŝů ŝƐ ĂĚĚƌĞƐƐĞĚ͘ /ŵƉƌŽƉĞƌ ĐŽƉLJŝŶŐ Žƌ
ĚŝƐƐĞŵŝŶĂƚŝŽŶ ŽĨ ƚŚŝƐ ĞͲŵĂŝů ƚŽ ŝŶĚŝǀŝĚƵĂůƐ ŽƚŚĞƌ ƚŚĂŶ ƚŚŽƐĞ ƉĞƌŵŝƚƚĞĚ ƚŽ ƌĞĐĞŝǀĞ ƐĂŵĞ ďLJ ůĂǁ ĂŶĚ ƉŽůŝĐLJ ŵĂLJ ƌĞƐƵůƚ ŝŶ ůĞŐĂů ĂĐƚŝŽŶ͘ /Ĩ LJŽƵ ĂƌĞ
ŶŽƚ ŽŶĞ ŽĨ ƚŚĞ ŶĂŵĞĚ ƌĞĐŝƉŝĞŶƚƐ Žƌ ŽƚŚĞƌǁŝƐĞ ŚĂǀĞ ƌĞĂƐŽŶ ƚŽ ďĞůŝĞǀĞ ƚŚĂƚ LJŽƵ ŚĂǀĞ ƌĞĐĞŝǀĞĚ ƚŚŝƐ ŵĞƐƐĂŐĞ ŝŶ ĞƌƌŽƌ͕ ƉůĞĂƐĞ ŶŽƚŝĨLJ ƚŚĞ ZZ/^
KĨĨŝĐĞ ŽĨ >ĞŐĂů ^ĞƌǀŝĐĞƐ ;ϱϭϮͲϰϲϰͲϱϬϬϬͿ͘

KŶ dŚƵ͕ EŽǀ ϰ͕ ϮϬϮϭ Ăƚ ϭϬ͗Ϯϰ D Ɖƌŝů ƌŝŶƐŽŶ фĂƉƌŝů͘ďƌŝŶƐŽŶΛŐŵĂŝů͘ĐŽŵх ǁƌŽƚĞ͗

'ŽŽĚ ŵŽƌŶŝŶŐ DƐ͘ ,Ăƌƚ ;Θ DƐ͘ 'ƌŽƐƐŽͿ͕

dŚĂŶŬ LJŽƵ ĨŽƌ ƚŚŝƐ ŵŽƌŶŝŶŐΖƐ Wt^ ĂǁĂƌĚƐ ĐĞƌĞŵŽŶLJ͊ /ƚ ǁĂƐ ĨĂďƵůŽƵƐ ƚŽ ƐĞĞ ƚŚĞƐĞ
ŽƵƚƐƚĂŶĚŝŶŐ ϴƚŚ ŐƌĂĚĞƌƐ ƌĞĐŽŐŶŝnjĞĚ͊ / ŬŶŽǁ &Ğůŝdž ĨĞĞůƐ ƉƌŽƵĚ ŽĨ ŚŝŵƐĞůĨ ĨŽƌ ĞĂƌŶŝŶŐ Ă Wt^
ǁĂƌĚ ŝŶ ŵĂƚŚ ĐůĂƐƐ͘ ͗Ϳ

/ ĚŽ ǁĂŶƚ ƚŽ ŵĞŶƚŝŽŶ Ă ĐŽŵŵĞŶƚ ƚŚĂƚ ŵĂĚĞ ƚŽ ŵĞ ŝŶ ƉĂƐƐŝŶŐ ƚŚĂƚ ŚĂƐ ŵĞ ĐŽŶĐĞƌŶĞĚ ĨŽƌ
ŚŝƐ ŵĞŶƚĂů ĂŶĚ ĞŵŽƚŝŽŶĂůͬƉƐLJĐŚŽůŽŐŝĐĂů ŚĞĂůƚŚ͘ / ĐĂŶ ƚĞůů ƚŚĂƚ ƐŽŵĞ ƐŽƌƚ ŽĨ ƉƐLJĐŚŽůŽŐŝĐĂů
ƐƚƌƵŐŐůĞ ŝƐ ŽĐĐƵƌƌŝŶŐ ǁŝƚŚŝŶ ŚŝƐ ŵĞŵŽƌLJ ĂŶĚ ĐŽŐŶŝƚŝǀĞ Θ ĞŵŽƚŝŽŶĂů ƉƌŽĐĞƐƐŝŶŐ ŽĨ ĞǀĞŶƚƐ
ƐƵƌƌŽƵŶĚŝŶŐ ŵĂƐŬƐ ĂĨƚĞƌ ǁŚĂƚ ŚĞ ƐĂŝĚ͘

tĞ ǁĞƌĞ ƚĂůŬŝŶŐ ĂďŽƵƚ Ă ǀĞƌLJ ƉŽƐŝƚŝǀĞ ŵĞŵŽƌLJ ŽĨ ŚŝƐ ϰƚŚ ŐƌĂĚĞ ƚĞĂĐŚĞƌ ;ŚĂǀŝŶŐ ŶŽƚŚŝŶŐ ƚŽ ĚŽ
ǁŝƚŚ ŵĂƐŬƐ Žƌ ĂŶLJƚŚŝŶŐ Ăƚ Ăůů ƌĞůĂƚĞĚ ƚŽ ĐŽǀŝĚͲͲ ƚŚĞ ŵĞŵŽƌLJ ŚĂƉƉĞŶĞĚ ϰ LJĞĂƌƐ ĂŐŽͿ ĂƐ ǁĞ ǁĞƌĞ
ĚƌŝǀŝŶŐ ƉĂƐƚ ,Ğ ƚŚĞŶ ƚŽůĚ ŵĞ ƚŚĂƚ ŚĞ ŬŶŽǁƐ ŚŝƐ ƚĞĂĐŚĞƌƐ ŝŶ
ĞůĞŵĞŶƚĂƌLJ ƐĐŚŽŽů ĚŝĚŶΖƚ ǁĞĂƌ ŵĂƐŬƐ͕ ĂŶĚ ŶĞŝƚŚĞƌ ĚŝĚ ƚŚĞ ƐƚƵĚĞŶƚƐ͕ ďƵƚ ŚĞ ĐĂŶŶŽƚ ƌĞŵĞŵďĞƌ
ƚŚĞŵ Žƌ ǀŝƐƵĂůŝnjĞ ƚŚĞŵ ǁŝƚŚŽƵƚ ŵĂƐŬƐ͘ ,Ğ ƐĂŝĚ ŚĞ ŬŶŽǁƐ ŝŶ ŚŝƐ ŚĞĂĚ ƚŚĂƚ ƚŚĞLJ ĐŽƵůĚŶΖƚ ŚĂǀĞ
ǁŽƌŶ ŵĂƐŬƐ͕ ďƵƚ ŚĞ ĐĂŶ ŽŶůLJ ƌĞŵĞŵďĞƌ ƚŚĞŵ ĂƐ ǁĞĂƌŝŶŐ ŵĂƐŬƐ͘ ,Ğ ĐĂŶŶŽƚ ƌĞŵĞŵďĞƌ ǁŚĂƚ
ƚŚĞŝƌ ĨĂĐĞƐ ůŽŽŬ ůŝŬĞ ĂŶĚ ŚĞ ĨĞĞůƐ ƐƵƌĞ ƚŚĞLJ ǁŽƌĞ ŵĂƐŬƐ ĞǀĞŶ ƚŚŽƵŐŚ ŚĞ ŬŶŽǁƐ ůŽŐŝĐĂůůLJ ƚŚĂƚ
ĐĂŶΖƚ ďĞ ƚƌƵĞ͘

/ΖĚ ůŝŬĞ ƚŽ ĚŝƐĐƵƐƐ ƚŚŝƐ ĚŝƐĐŽŶŶĞĐƚ ŝŶ ŚŝƐ ŵĞŵŽƌLJ ǀƐ ƌĞĂůŝƚLJ ǁŝƚŚ Ă ĐŚŝůĚ ƉƐLJĐŚŽůŽŐŝƐƚ Ăƚ
ůƵĞďŽŶŶĞƚ dƌĂŝůƐ ƚŽ ŐĞƚ ƚŚĞŝƌ ƚĂŬĞ ŽŶ ŚŽǁ ǁĞ ĐĂŶ ŚĞůƉ Śŝŵ ƉŝĞĐĞ ƚŽŐĞƚŚĞƌ ƚŚĞƐĞ ŵĞŵŽƌŝĞƐ ƚŽ
ďĞƚƚĞƌ ŵĂƚĐŚ ƌĞĂůŝƚLJ͘ ^ŽŵĞƚŚŝŶŐ ŝƐ ŐŽŝŶŐ ŽŶ ŚĞƌĞ ƚŚĂƚ ŝƐŶΖƚ ŚĞĂůƚŚLJ͕ Žƌ ŶŽƌŵĂů ĨŽƌ Śŝŵ͕ ƚŚĂƚ ŚŝƐ
ŵĞŵŽƌLJ ŝƐ ĂĚĂŵĂŶƚůLJ ƚĞůůŝŶŐ Śŝŵ ƚŚĂƚ ŵĂƐŬƐ ǁĞƌĞ ǁŽƌŶ ŝŶ ƐĐŚŽŽů ƉƌŝŽƌ ƚŽ ĐŽǀŝĚ ĞdžŝƐƚŝŶŐ͘ /Ζŵ
ǁŽŶĚĞƌŝŶŐ ĂďŽƵƚ Wd^ ƉŽƐƐŝďůLJ͍ WůĞĂƐĞ ŚĂǀĞ Ă ĐŚŝůĚ ƉƐLJĐŚŽůŽŐŝƐƚ ĨƌŽŵ ƚŚĞ ZZ/^ ^ƚƵĚĞŶƚ
DĞŶƚĂů ,ĞĂůƚŚ ĞŶƚĞƌƐ ƉƌŽŐƌĂŵ ĐŽŶƚĂĐƚ ŵĞ͕ ƚŚĂŶŬ LJŽƵ͘

ůƐŽ͕ ŚĞΖƐ ŵĞŶƚŝŽŶĞĚ Ă ĐŽƵƉůĞ ŽĨ ƚŝŵĞƐ ƚŚĂƚ ŚĞ ĨƌĞƋƵĞŶƚůLJ ŐĞƚƐ ĨĞĞůŝŶŐƐ ŽĨ ĂŶdžŝĞƚLJ ĂŶĚ ƐƚƌĞƐƐ
ƚŚĂƚ ŚĞΖƐ ΗĨŽƌŐĞƚƚŝŶŐ ƐŽŵĞƚŚŝŶŐ͘Η dŚŝƐ ŝƐŶΖƚ ŶŽƌŵĂů ĨŽƌ Śŝŵ͘ ,Ğ ƐĂLJƐ ŚĞ ĐĂŶΖƚ ƌĞŵĞŵďĞƌ ǁŚĂƚ
ŚĞΖƐ ĨŽƌŐĞƚƚŝŶŐ ŝŶ ƚŚĞ ŵŽŵĞŶƚ͕ ƚŚĞŶ ŚĞ ƌĞĂůŝnjĞƐ ƚŚĂƚ ŚĞΖƐ ĨŽƌŐĞƚƚŝŶŐ ŚŝƐ ŵĂƐŬ ;ďĞĐĂƵƐĞ ŚĞ
ĚŽĞƐŶΖƚ ǁĞĂƌ Ă ŵĂƐŬ ĂŶĚ ĚŽĞƐŶΖƚ ǁĂŶƚ ƚŽͿ͕ ďƵƚ ŚĞ ĨĞĞůƐ ŝŶǀŽůƵŶƚĂƌLJ ĂŶdžŝĞƚLJ ƚŚĂƚ ŚĞΖƐ ƐƵƉƉŽƐĞĚ
ƚŽ ďĞ ǁĞĂƌŝŶŐ Ă ŵĂƐŬ ǁŚŝůĞ Ăƚ ƐĐŚŽŽů͘ dŚĞŶ ŚĞ ƌĞĂůŝnjĞƐ ƚŚĂƚ ŚĞ ĚŽĞƐ ŶŽƚ ŶĞĞĚ ƚŽ ďĞ ǁĞĂƌŝŶŐ Ă
ŵĂƐŬ ĂŶĚ ƚĂůŬƐ ŚŝŵƐĞůĨ ŽĨĨ ƚŚĂƚ ůĞĚŐĞ ĂŶĚ ŚĞΖƐ ŐŽŽĚ͘ hŶƚŝů ŝƚ ŚĂƉƉĞŶƐ ĂŐĂŝŶ͘

ůĞĂƌůLJ ƚŚĞ ĞŵŽƚŝŽŶƐ ƐƵƌƌŽƵŶĚŝŶŐ ŵĂƐŬƐ ŝŶ ƐĐŚŽŽů ŚĂǀĞ ĐƌĞĂƚĞĚ ƐŽŵĞ


ŵĞŶƚĂůͬĞŵŽƚŝŽŶĂůͬƉƐLJĐŚŽůŽŐŝĐĂů ŚĞĂůƚŚ ĂŶĚ ƚƌĂƵŵĂ ŝƐƐƵĞƐ ĂŶĚ /ΖĚ ůŝŬĞ ƚŽ ĂĚĚƌĞƐƐ ƚŚĞƐĞ ŝƐƐƵĞƐ
ĂŶĚ ŶŽƚ ƉƵƚ ƚŚŝƐ ŽĨĨ͘

dŚĂŶŬ LJŽƵ͕
Ɖƌŝů ƌŝŶƐŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ &t͗ DĞƐƐĂŐĞƐ ƐƵďŵŝƚƚĞĚ ǀŝĂ ƚŚĞ d^ DĞŵďĞƌ ĞŶƚĞƌ
ĂƚĞ͗ &ƌŝ͕ Ϯϵ KĐƚ ϮϬϮϭ ϭϯ͗ϰϭ͗ϭϳ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ
dŽ͗ ĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐ
DĞƐƐĂŐĞͲ/͗ ф,E,ϵƵϬŝ:ͲǀсŐnjKƐϬttEŬĞƐďĂhŚ&ǁсƚϵssZǁŵnj^ŵĂŝϴƚLJнŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϯĂĂϰĐϳĚϮϲϮϰϳϴϯϲϭϭϯĂϵϳϭϰĂďϴϰϯϳϱĂĞ
ƚƚĂĐŚŵĞŶƚƐ͗ tĞƐƚŽŶͺŵĞƐƐĂŐĞͺϭϬͲϭϲͲϮϬϮϭ͘ƉĚĨ ͖ tĞƐƚŽŶͺŵĞƐƐĂŐĞͺϭϬͲϭϮͲϮϬϮϭ͘ƉĚĨ ͖
tĞƐƚŽŶͺŵĞƐƐĂŐĞͺϭϬͲϭϰͲϮϬϮϭ͘ƉĚĨ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ dŝĨĨĂŶLJ ƵŶŶĞͲKůĚĨŝĞůĚ фdŝĨĨĂŶLJ͘ƵŶŶĞͲKůĚĨŝĞůĚΛƚĂƐď͘ŽƌŐх
ĂƚĞ͗ &ƌŝ͕ KĐƚ Ϯϵ͕ ϮϬϮϭ Ăƚ ϭϮ͗ϰϱ WD
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dŽ͗ ĚĂŶŝĞůůĞŵǁĞƐƚŽŶΛŐŵĂŝů͘ĐŽŵ фĚĂŶŝĞůůĞŵǁĞƐƚŽŶΛŐŵĂŝů͘ĐŽŵх

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ƚŽƚĂů ĂŵŽƵŶƚ ŽĨ Ψ ƐƉĞŶƚ ŝŶ ƚŚĞ ƉƌĞǀŝŽƵƐ ŵŽŶƚŚ ŽŶ ůĞŐĂů ĨĞĞƐ

ϭϬ͘ ZĞƋƵĞƐƚĞĚ ŽŶ Ϯϲ KĐƚ ϮϬϮϭ Ͳ LJƐůĞdžŝĂ ,ĂŶĚŬ hƉĚĂƚĞ


/ Ăŵ ŶŽǁ ĂĚĚŝŶŐ ĂŶ ϭϭƚŚ ŝƚĞŵ͗
ϭϭ͘ ZĞƋƵĞƐƚĞĚ ŽŶ Ϯϵ KĐƚ ϮϬϮϭ Ͳ ƌŝĞĨŝŶŐ ƚŽ ƚŚĞ ƚƌƵƐƚĞĞƐ ŽŶ Ăůů ƉƌŽƉĞƌƚLJ ĂŶĚ ůĂŶĚ ŽǁŶĞĚ ďLJ
ZZ/^ ĂŶĚ ƚŚĞ ƐƚĂƚƵƐ ŽĨ ĞĂĐŚ ƉƌŽƉĞƌƚLJ ;ŝŶ ƵƐĞ͕ ĨŽƌ ƐĂůĞ͕ ĞŵƉƚLJ͕ ũƵƐƚ ůĂŶĚ ǁŝƚŚ ŶŽ ĨĂĐŝůŝƚŝĞƐ͕ ĞƚĐͿ͘
dŚŝƐ ŝƐ ďĂƐŝĐ ŝŶĨŽƌŵĂƚŝŽŶ Ăůů ƚƌƵƐƚĞĞƐ ƐŚŽƵůĚ ŚĂǀĞ͘

/ ŚĂǀĞ ŶŽƚ ƌĞƋƵĞƐƚĞĚ ĂŶ ĂŐĞŶĚĂ ŝƚĞŵ ŽŶ ΗďĂƚŚƌŽŽŵ ƐĂĨĞƚLJΗ͘ dƌƵƐƚĞĞ ŽŶĞ ĂŶĚ / ĂƐŬĞĚ ƌ
njĂŝĞnj ;ŝŶ Ă ϮϮ KĐƚ ϮϬϮϭ ĞŵͲŵĂŝůͿ ĂďŽƵƚ ƚŚĞ ƉƵďůŝĐ ĐŽŵŵĞŶƚƐ ŝŶ ƚŚĞ Ϯϭ KĐƚ ϮϬϮϭ ďŽĂƌĚ
ŵĞĞƚŝŶŐ ǁŚŝĐŚ ĂƐƐĞƌƚĞĚ ƚŚĂƚ Ă ŵĂůĞ ĞŶƚĞƌĞĚ ƚŚĞ ĨĞŵĂůĞ ƌĞƐƚƌŽŽŵ ŝŶ Ă ZZ/^ ŚŝŐŚ ƐĐŚŽŽů͘ / ĚŽ
ŶŽƚ ŬŶŽǁ ŝĨ ƚŚŝƐ ĂƐƐĞƌƚŝŽŶ ŝƐ ƚƌƵĞ͘ / ĂƐŬĞĚ ŝĨ ƚŚĞƌĞ ŝƐ Ă ƉŽůŝĐLJ ĂďŽƵƚ ƚŚŝƐ͘

/ ŚĂǀĞ ŶŽƚ ƌĞƋƵĞƐƚĞĚ ĂŶ ĂŐĞŶĚĂ ŝƚĞŵ ĂďŽƵƚ ΗKƵƚ ŽĨ ĂƌŬŶĞƐƐ͕ ŽŽŬ ZĞǀŝĞǁ WƌŽĐĞƐƐΗ͘ ƵĞ ƚŽ
ĂƐƐĞƌƚŝŽŶƐ ŵĂĚĞ ŝŶ ƉƵďůŝĐ ĐŽŵŵĞŶƚƐ ;ΗKƵƚ ŽĨ ĂƌŬŶĞƐƐΗ ŝƐ ŝŶ ZZ/^ ůŝďƌĂƌŝĞƐ ĂŶĚ ĐŽŶƚĂŝŶƐ
ƉŽƌŶŽŐƌĂƉŚLJ ĂŶĚ ƉĞĚƉŚĞůŝĂͿ ŝŶ ƚŚĞ Ϯϭ KĐƚ ϮϬϮϭ ďŽĂƌĚ ŵĞĞƚŝŶŐ ;ǁŚŝĐŚ / ĚŽ ŶŽƚ ŬŶŽǁ ƚŽ ďĞ
ƚƌƵĞ Žƌ ĨĂůƐĞͿ͕ / ƐĞŶƚ ƚŚŝƐ ŝŶƋƵŝƌLJ ƚŽ ƌ njĂŝĞnj ǀŝĂ ĞͲŵĂŝů ŽŶ Ϯϰ KĐƚ ϮϬϮϭ͗ ΗĂŶ LJŽƵ ƉůĞĂƐĞ ďƌŝĞĨ
ƚŚĞ ĞŶƚŝƌĞ ďŽĂƌĚ ŽŶ ƚŚĞ ĐƵƌƌĞŶƚ ƐƚĂƚƵƐ ŽĨ ƚŚŝƐ Ŭ ŝŶ ŽƵƌ ůŝďƌĂƌŝĞƐ͍Η

/ ŚĂǀĞ ŶŽƚ ƌĞƋƵĞƐƚĞĚ ĂŶ ĂŐĞŶĚĂ ŝƚĞŵ ĂďŽƵƚ ΗŽǀŝĚ ŵĂƚƌŝdžͬtŝůĐŽ ǀĞƌƐƵƐ W,Η͘ / ŚĂǀĞ ƐĞŶƚ
ŵĂŶLJ ƋƵĞƐƚŝŽŶƐ ĂďŽƵƚ ǁŚLJ ZZ/^ ŝƐ ƌĞůLJŝŶŐ ŽŶ ĂŶ ŽƵƚĚĂƚĞĚ ĐŽůŽƌ ĐŽĚĞ ĐŚĂƌƚ ;ĐƌĞĂƚĞĚ ŝŶ ƵŐ
ϮϬϮϬͿ ďLJ ƚŚĞ ƚƌŽƵďůĞĚ t, ĨŽƌ ĨŽƌĐĞĚ ŵĂƐŬŝŶŐ ǁŚŝůĞ W,͕ ĂŶĚ ĞǀĞƌLJ ƐŝŶŐůĞ ŽƚŚĞƌ ƐĐŚŽŽů
ĚŝƐƚƌŝĐƚ ŝŶ tŝůůŝĂŵƐŽŶ ŽƵŶƚLJ ŚĂƐ ĂĐŬŶŽǁůĞĚŐĞĚ ƚŚĞLJ ǁĞ ŶŽƚ ŝŶ ƉŚĂƐĞ ΗZĞĚΗ͕ ĞdžĐĞƉƚ ĨŽƌ ZZ/^͘
ůůŽǁ ŵĞ ƚŽ ĐůĂƌŝĨLJ ŵLJ ĂŐĞŶĚĂ ŝƚĞŵ ƌĞƋƵĞƐƚ ŚĞƌĞ ĂŶĚ ǁĞ ǁŝůů ĐĂůů ƚŚŝƐ ŶƵŵďĞƌ ϭϮ͗ Ŷ
ĞdžƉůĂŶĂƚŝŽŶ ƚŽ ŽƵƌ ƐƚĂŬĞŚŽůĚĞƌƐ ĨŽƌ ǁŚLJ ZZ/^ ƐƚĂŶĚƐ ĂůŽŶĞ ŝŶ ŝŶƐŝƐƚŝŶŐ ǁĞ ĂƌĞ ŝŶ ^ƚĂŐĞ
ΗZĞĚΗ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ dŚƵ͕ KĐƚ Ϯϴ͕ ϮϬϮϭ Ăƚ ϵ͗Ϯϲ D WĂƚƚLJ ŐƵŝůĞƌĂ фƉĂƚƚLJ ĂŐƵŝůĞƌĂΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

ĞĂƌ ŽůůĞĂŐƵĞƐ͕

/ ǁĂŶƚĞĚ ƚŽ ŐŝǀĞ LJŽƵ Ăůů Ă ƋƵŝĐŬ ƵƉĚĂƚĞ ŽŶ ĂŐĞŶĚĂ ŝƚĞŵƐ ĨŽƌ ŵĞĞƚŝŶŐƐ ƐĐŚĞĚƵůĞĚ ĨŽƌ EŽǀĞŵďĞƌ
ĂŶĚ ĂƐŬ ĨŽƌ ƐŽŵĞ ĨĞĞĚďĂĐŬ͕ ƚŚƌŽƵŐŚ WĂƚƚLJ͕ ŽŶ ƌĞŵĂŝŶŝŶŐ ĂŐĞŶĚĂ ŝƚĞŵƐ͘

ƵƌƌĞŶƚůLJ / ŚĂǀĞ ϯ ĂŐĞŶĚĂ ŝƚĞŵ ƌĞƋƵĞƐƚƐ ĨƌŽŵ dƌƵƐƚĞĞ yŝĂŽ͕ ϯ ĨƌŽŵ dƌƵƐƚĞĞ sĞƐƐĂ͕ Ϯ ĨƌŽŵ
dƌƵƐƚĞĞ ,ĂƌƌŝƐŽŶ͕ ϭϮ ĨƌŽŵ dƌƵƐƚĞĞ tĞƐƚŽŶ͕ ĂŶĚ ƚŚĞ ƌĞƋƵĞƐƚƐ ĨƌŽŵ dƌƵƐƚĞĞ ŽŶĞ ŵĂĚĞ Ăƚ ƚŚĞ
ůĂƐƚ ŵĞĞƚŝŶŐ͘ /Ŷ ĂĚĚŝƚŝŽŶ͕ ǁĞ ĂůƌĞĂĚLJ ŚĂĚ ďƵĚŐĞƚ͕ ĚƌĞƐƐ ĐŽĚĞ͕ ŵĞŶƚĂů ŚĞĂůƚŚ͕ ĂŶĚ ƐƚƵĚĞŶƚ
ŽƵƚĐŽŵĞ ŐŽĂůƐ ĨŽƌ EŽǀĞŵďĞƌ͘ dŚĞ ĂĚŵŝŶŝƐƚƌĂƚŝŽŶ ŶĞĞĚƐ ƚŽ ďƌŝŶŐ ŝƐƚƌŝĐƚ ŽĨ /ŶŶŽǀĂƚŝŽŶ
ŝŶĨŽƌŵĂƚŝŽŶ͕ ĨĂĐŝůŝƚŝĞƐ͕ ĂŶĚ ůĞŐĂů ƉŽůŝĐLJ ƵƉĚĂƚĞƐ ƚŽ ƚŚĞ ŽĂƌĚ ĂƐ ǁĞůů͘ ŶŽƚŚĞƌ ƐƵŐŐĞƐƚŝŽŶ ĐĂŵĞ
ĨƌŽŵ ƌ͘ DĐDĂŚŽŶ ƚŽ ŚĂǀĞ d ZĞŐŝŽŶ ϭϯ ĐŽŵĞ ŝŶ ĂŶĚ ĚŽ ƚƌĂŝŶŝŶŐ ŽŶ dKD͕ WƵďůŝĐ
/ŶĨŽƌŵĂƚŝŽŶ͕ ĂŶĚ ZŽďĞƌƚ͛Ɛ ZƵůĞƐ͘ dŚŝƐ ĐŽƵůĚ ďĞ ĚŽŶĞ ƉƌŝŽƌ ƚŽ Ă ŵĞĞƚŝŶŐ͘ /͛ŵ ŶŽƚ ƐƵƌĞ ŚŽǁ ůŽŶŐ
ŝƚ ǁŝůů ƚĂŬĞ͘

,ĞƌĞ ŝƐ ŵLJ ƉƌŽƉŽƐĞĚ ƐĐŚĞĚƵůĞ ĨŽƌ ĂĚĚƌĞƐƐŝŶŐ ĂŐĞŶĚĂ ŝƚĞŵƐ ŝŶ EŽǀĞŵďĞƌ͘ /ƚ ŝƐ ǀĞƌLJ ĨƵůů͕ ďƵƚ ŝƚ
ĐŽǀĞƌƐ ŵŽƐƚ ŽĨ ƚŚĞ ƌĞƋƵĞƐƚƐ ĨŽƌ ĂŐĞŶĚĂ ŝƚĞŵƐ͘ / Ăŵ ŶŽƚ ŝŶĐůƵĚŝŶŐ Ăůů ƚŚĞ ĚĂƚĞƐ ĨŽƌ ŵĞĚŝĂƚŝŽŶƐ
ĂŶĚ ŽƚŚĞƌ ŝƐƐƵĞƐ ƐĐŚĞĚƵůĞĚ ďĞĨŽƌĞ dŚĂŶŬƐŐŝǀŝŶŐ ĂƐ ǁĞůů͘

ϭ͘ EŽǀĞŵďĞƌ ϰ Ͳ &ĂĐŝůŝƚŝĞƐ͕ ůĞŐĂů ƉŽůŝĐLJ ƵƉĚĂƚĞƐ ĨŝƌƐƚ ƌĞĂĚŝŶŐ


Ϯ͘ EŽǀĞŵďĞƌ ϲ Ͳ >^' ƐƚƵĚĞŶƚ ŽƵƚĐŽŵĞ ŐŽĂůƐ Ăůů ĚĂLJ͘

ϯ͘ EŽǀĞŵďĞƌ ϭϴ Ͳ ƌĞŐƵůĂƌ ŵĞĞƚŝŶŐ ƉƌŽƉŽƐĞĚ ĂŐĞŶĚĂ

ϭ͘ ŝƐƚƌŝĐƚ ŽĨ /ŶŶŽǀĂƚŝŽŶ͕ ƉƵďůŝĐ ŚĞĂƌŝŶŐ


Ϯ͘ ^ƚƵĚĞŶƚ ŵĞŶƚĂů ŚĞĂůƚŚ ƵƉĚĂƚĞ
ϯ͘ ƵĚŐĞƚ hƉĚĂƚĞ
O ĞĨŝĐŝƚ
O 'ƵĞƐƚ ĞĚͬƐƉĞĚ ĂƐƐƚ ƉĂLJ
O , ϰϱϰϱ ŐƌĂŶƚ

ϰ͘
OsŝƌƚƵĂů
KƚŚĞƌ
ƵƉĚĂƚĞ
O ĂĐŬ ƚŽ ĐĂŵƉƵƐ
dĞĂĐŚĞƌƐͬƐƚƵĚĞŶƚƐ
O ^ƉƌŝŶŐ
ϱ͘
O^ƚƵĚĞŶƚ KƵƚĐŽŵĞƐ
ϲ͘ ƌĞƐƐ ŽĚĞ ƵƉĚĂƚĞ
ϳ͘ >ĞŐĂů /ƐƐƵĞ hƉĚĂƚĞƐ ŝĨ ŶĞĐĞƐƐĂƌLJ
KƚŚĞƌ ŝƚĞŵƐ ƌĞƋƵĞƐƚĞĚ ƚŚĂƚ ĂƌĞ ŶŽƚ ŽŶ ƚŚĞ ĂďŽǀĞ ůŝƐƚ͗

;DŝƐƐĞĚ ĨƌŽŵ ĞĂƌůŝĞƌ ŵĞĞƚŝŶŐͿ

O  >ŽĐĂů
O;:yͿ KƉĞƌĂƚŝŶŐ WƌŽĐĞĚƵƌĞƐ
ŽĂƌĚ

O;sͿdĞĂĐŚĞƌͬƐƚĂĨĨ ŵŽƌĂůĞ
O ZĞĂĚŝŶŐ ĐĂĚĞŵLJ ^ƚŝƉĞŶĚ
O;tͿĞĂĐŚĞƌ /ŶĐĞŶƚŝǀĞ ůůŽƚŵĞŶƚ
O ŽǀŝĚ ŵĂƚƌŝdžͬtŝůĐŽ ǀĞƌƐƵƐ W,
O WĂƌĞŶƚ sŝƐŝƚƐ
O KƵƚ ŽĨ ĂƌŬŶĞƐƐ͕ ŽŽŬ ZĞǀŝĞǁ WƌŽĐĞƐƐ
O WƵďůŝĐ ^ƉĞĂŬŝŶŐ dŝŵĞ ; >ŽĐĂů Žƌ ǀŽƚĞ Ăƚ ĞĂĐŚ ŵĞĞƚŝŶŐͿ
O E^ >ĞƚƚĞƌ
>ĞŐĂů &ĞĞƐ
O ĂƚŚƌŽŽŵ ^ĂĨĞƚLJ
O LJƐůĞdžŝĂ hƉĚĂƚĞ
O/͛ŵ ĂƐŬŝŶŐ ĨŽƌ ĨĞĞĚďĂĐŬ͕ ƚŚƌŽƵŐŚ WĂƚƚLJ͕ ŽŶ ǁŚŝĐŚ ĂŐĞŶĚĂ ŝƚĞŵƐ ƚŚĂƚ ƚŚĞ ŽĂƌĚ ĨĞĞůƐ ŶĞĞĚ ƚŽ ďĞ
ĚŝƐĐƵƐƐĞĚ ŝŶ Ă ŵĞĞƚŝŶŐ ĂŶĚ ǁŚŝĐŚ ĐŽƵůĚ ďĞ ĂĚĚƌĞƐƐĞĚ ŝŶ Ă ŽĂƌĚ ƵƉĚĂƚĞ ĨƌŽŵ ƚŚĞ ĂĚŵŝŶŝƐƚƌĂƚŝŽŶ͘ /Ĩ ǁĞ
ŶĞĞĚ ƚŽ ĚŝƐĐƵƐƐ Ăůů ƚŚĞƐĞ ŝƚĞŵƐ ǁĞ ǁŝůů ŶĞĞĚ ƚŽ ƐĐŚĞĚƵůĞ Ăƚ ůĞĂƐƚ Ϯ ĂĚĚŝƚŝŽŶĂů ŵĞĞƚŝŶŐƐ ĂĨƚĞƌ
dŚĂŶŬƐŐŝǀŝŶŐ ĂŶĚ ďĞĨŽƌĞ ƚŚĞ ĞĐĞŵďĞƌ ZĞŐƵůĂƌ DĞĞƚŝŶŐ͘

5HVSHFWIXOO\
$P\ :HLU

WůĞĂƐĞ ƌĞƉůLJ ƚŽ WĂƚƚLJ ŽŶůLJ͘

6LQFHUHO\
3DWW\ $JXLOHUD ([HFXWLYH $VVLVWDQW $VVLJQHG WR WKH %RDUG RI 7UXVWHHV
6XSHULQWHQGHQW
V 2IILFH
5RXQG 5RFN ,6'
 5RXQG 5RFN $YH
5RXQG 5RFN 7; 
 SKRQH
 ID[
^ƵďũĞĐƚ͗ &ǁĚ͗ ^ƵƌǀĞLJͬŶĐƵĞƐƚĂ͗ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ ƐĞĞŬƐ ŝŶƉƵƚ ĨŽƌ ƐƚƵĚĞŶƚ ŽƵƚĐŽŵĞ ŐŽĂůƐ
ĂƚĞ͗ tĞĚ͕ Ϯϳ KĐƚ ϮϬϮϭ ϭϴ͗ϱϭ͗ϱϭ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ Ɖƌŝů ƌŝŶƐŽŶ ͕ ĞŶ ZƵƉƉ ͕ ĂǀŝĚ
^ĐŚŵŝĚƚ ͕ ĞŶŝƐĞ ZĂLJ х͕ ƵƐƚŝŶ ůĂƌŬ
͕ 'ůĞŶĚĂ DŽƐůĞLJ ф х͕ :ĞŶŶŝĨĞƌ
&ůŽŬ tŚŝƚĞ ф х͕ >ĞƐůŝĞ tŝŶƚĞƌƐ
͕ DĂƌƐŚĂůů ^ ͕ DĂƚƚ ƵƐƐ
͕ DĂƚƚ &ŽŐůĞ ͕ DĂƚƚ ĂŶĚ dŝĨĨĂŶLJ ƵƐƐ
͕ DŝĐŚĞůůĞ ǀĂŶƐ ͕ ZĞŶĂƚĞ ^ŝŵƐ
͕ ^ƚĂĐĞLJ ŶĚƌĞǁĂƌƚŚĂ х͕
^ƚĞƉŚĂŶŝĞ ,ƵŐŚĞƐ ф х͕ Ͳ

DĞƐƐĂŐĞͲ/͗ фDϳƚŐ^ďyũ,сũĐƐͲKŐdϰͺƚϵŶƚDϭZ'ƌϲϳϵŵsEϳϳƵĚͺ^ƉϳŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĚϭĚĐϭϭĨďϮĞĚϰďϮϮϴďϳϵĞϭĂĐϭϰĞĐϴϱĚϯĚ
ƚƚĂĐŚŵĞŶƚƐ͗ ŝŵĂŐĞͺϭϮϯϵϴϲϲϳϮ͘:W'

:ƵƐƚ &z/͙ƉůĞĂƐĞ ĚŽŶ͛ƚ ƌĞƉůLJ͘

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ tĞĚ͕ KĐƚ Ϯϳ͕ ϮϬϮϭ Ăƚ ϲ͗ϰϱ WD
^ƵďũĞĐƚ͗ &ǁĚ͗ ^ƵƌǀĞLJͬŶĐƵĞƐƚĂ͗ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ ƐĞĞŬƐ ŝŶƉƵƚ ĨŽƌ ƐƚƵĚĞŶƚ ŽƵƚĐŽŵĞ ŐŽĂůƐ
dŽ͗ ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ,ĂĨĞĚŚ njĂŝĞnj
фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

ƌ njĂŝĞnj ĂŶĚ WƌĞƐ tĞŝƌ͕

/ ĂƚƚĞŶĚĞĚ ƚŚĞ ϭϴ ^ĞƉ ϮϬϮϭ ďŽĂƌĚ ŵĞĞƚŝŶŐ ĂŶĚ ŚĂǀĞ ǁĂƚĐŚĞĚ ŝƚ ƚǁŝĐĞ͘

dŚĞ ƐƵƌǀĞLJ ƚŚĂƚ ǁĞŶƚ ŽƵƚ ƚŽĚĂLJ ĂƉƉĞĂƌƐ ƚŽ ƉƵƌƉŽƌƚ ƚŽ ďĞ ĨƌŽŵ ƚŚĞ ͞ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͟ ďƵƚ
ĚŽŶ͛ƚ ƌĞĐĂůů ƉĂƌƚŝĐŝƉĂƚŝŶŐ ƚŚĞ ĚƌĂĨƚŝŶŐ ŽĨ ƚŚĞƐĞ ƐĞǀĞŶ ŝƚĞŵƐ͘

tŚĞƌĞ ĚŝĚ ƚŚĞƐĞ ƐĞǀĞŶ ŝƚĞŵƐ ŽŶ ƚŚŝƐ ůŝƐƚ ĐŽŵĞ ĨƌŽŵ͍

ŽĂƌĚ ŵĞŵďĞƌƐ ŚĂǀĞ ŶŽ ĚĞĐŝƐŝŽŶ ŵĂŬŝŶŐ ƉŽǁĞƌ ĂƐ ŝŶĚŝǀŝĚƵĂůƐ͘ dŚĞ ďŽĂƌĚ ŽŶůLJ ŚĂƐ ƉŽǁĞƌ ĂƐ Ă
ďŽĚLJ ĐŽƌƉŽƌĂƚĞ ŝŶ ĂŶ ŽĨĨŝĐŝĂů ďŽĂƌĚ ŵĞĞƚŝŶŐ͘

tŚŽ ǁƌŽƚĞ ƚŚĞƐĞ͍ tŚŽ ĂƉƉƌŽǀĞĚ ƚŚĞƐĞ͍

/ ǁŽƵůĚ ŚĂǀĞ ŶĞǀĞƌ ǀŽƚĞĚ ĨŽƌ ƚŚĞ ůĂƐƚ ĨŽƵƌ ŝƚĞŵƐ ŽŶ ƚŚŝƐ ůŝƐƚ͘ / ůŽŽŬ ĨŽƌǁĂƌĚ ƚŽ ŐĞƚƚŝŶŐ ĂŶƐǁĞƌƐ ƚŽ
ŵLJ ƋƵĞƐƚŝŽŶƐ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ dƵĞ͕ ƵŐ ϯϭ͕ ϮϬϮϭ Ăƚ ϯ͗ϰϭ WD ŵLJ tĞŝƌ фĂŵLJ ǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

ŵLJ

KŶ DŽŶ͕ ƵŐ ϯϬ͕ ϮϬϮϭ Ăƚ ϳ͗ϰϱ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ DŽŶ͕ ƵŐ ϯϬ͕ ϮϬϮϭ Ăƚ ϯ͗ϱϬ WD ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

ŵLJ
KŶ ^Ăƚ͕ ƵŐ Ϯϴ͕ ϮϬϮϭ Ăƚ ϱ͗Ϯϰ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

WƌĞƐ tĞŝƌ ĂŶĚ ƌ njĂŝĞnj͕

/ Ăŵ ŽĨĨŝĐŝĂůůLJ ƌĞƋƵĞƐƚŝŶŐ ƚŚĞ ĨŽůůŽǁŝŶŐ ĂŐĞŶĚĂ ŝƚĞŵ ĨŽƌ ƚŚĞ ϭϲ ^ĞƉ ϮϬϮϭ ZĞŐƵůĂƌ ŽĂƌĚ
ŵĞĞƚŝŶŐ͗

ŝƐĐƵƐƐŝŽŶ ĂŶĚ WŽƐƐŝďůĞ ĐƚŝŽŶ͗


^ĞĂƚŝŶŐ ůŽŐŝƐƚŝĐƐ ĨŽƌ ŵĞŵďĞƌƐ ŽĨ ƚŚĞ ƉƵďůŝĐ ŝŶ ZZ/^ ďŽĂƌĚ ŵĞĞƚŝŶŐƐ ŝŶĐůƵĚŝŶŐ ďƵƚ ŶŽƚ ůŝŵŝƚĞĚ
ƚŽ ƚŚĞ ŶƵŵďĞƌ ŽĨ ƐĞĂƚƐ ŵĂĚĞ ĂǀĂŝůĂďůĞ ƚŽ ƚŚĞ ƉƵďůŝĐ ŝŶ ƚŚĞ ďŽĂƌĚƌŽŽŵ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ ͲͲ

Amy Weir
Round Rock ISD Board President

Trustee Place 5

ͲͲ

Amy Weir
Round Rock ISD Board President

Trustee Place 5
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž /ŶĂĐĐƵƌĂĐLJ
ĂƚĞ͗ DŽŶ͕ Ϯϱ KĐƚ ϮϬϮϭ ϭϲ͗ϱϭ͗ϭϲ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ Ɖƌŝů ƌŝŶƐŽŶ ͕ ŚƌŝƐƚLJ DŝŬĂďĞƌŝĚnjĞ
͕ ƵƐƚŝŶ ůĂƌŬ ͕ 'ůĞŶĚĂ DŽƐůĞLJ
͕ <ƌŝƐƚŝ >ĞŝŐŚ ф х͕ <ƌŝƐƚŝŶ <ĞƉůĞƌ
͕ > ƵĂƌƚĞ ф х͕ >ĞƐůŝĞ tŝŶƚĞƌƐ
DĂƚƚ ƵƐƐ ф ͕ DĂƚƚ ĂŶĚ dŝĨĨĂŶLJ
ƵƐƐ ͕ DĞŐŚĂŶ ^ƚĂĐŬ ф х͕ DŝĐŚĞůůĞ ǀĂŶƐ
͕ ZŽď >Ğůŵ ф х͕ ZLJĂŶ ĂƌĚůĞLJ
х͕ Η^ŚĂƵŶĂ ͘ <ŝŶŶŝŶŐŚĂŵΗ фƐ х͕ ^ƚĂĐĞLJ
>ĞƐŝĞƵƌ ͕
͕ ͕ ƌLJĂŶ ĐŚƌŝƐƚŝĂŶ

DĞƐƐĂŐĞͲ/͗ фDϳƚŐZƐƉEƚϭzũϭ:ϯǁƉƵƉϳdϯŐƵϮϭEƐŽƐďDϴĚdƌƉͲnjdǀΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĂďϯĨĚĨϭďĨďϭĂĂĞϱϭϱϱϯĚďĂϬϯϴϱĞϯϮϬϱϵ
ƚƚĂĐŚŵĞŶƚƐ͗ ŝŵĂŐĞͺϲϰϴϳϯϮϳ͘:W' ͖ ŝŵĂŐĞͺϭϮϯϵϴϲϲϳϮ͘:W'

&z/͘ WůĞĂƐĞ ĚŽŶ͛ƚ ƌĞƉůLJ͘ zŽƵ ĐĂŶ ƐŚĂƌĞ ĂƐ LJŽƵ ǁŝƐŚ͘

ĂŶŝĞůůĞ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ DŽŶ͕ KĐƚ Ϯϱ͕ ϮϬϮϭ Ăƚ ϰ͗ϰϮ WD
^ƵďũĞĐƚ͗ ZĞ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž /ŶĂĐĐƵƌĂĐLJ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ :ĞŶŶLJ ĂƉƵƚŽ
фũĞŶŶLJ ĐĂƉƵƚŽΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
͗ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

ĂŶŝĞůůĞ tĞƐƚŽŶ
KŶ DŽŶ͕ KĐƚ Ϯϱ͕ ϮϬϮϭ Ăƚ ϭϬ͗ϮϮ D ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ǁƌŽƚĞ͗

dŚŝƐ ŝƐ ƚŚĞ ůŝŶŬ ƚŽ ƚŚĞ tŝůůŝĂŵƐŽŶ ŽƵŶƚLJ ĂŶĚ ĐŝƚŝĞƐ ŚĞĂůƚŚ ĚŝƐƚƌŝĐƚ Ks/Ͳϭϵ ĚĂƐŚďŽĂƌĚ͗
ŚƚƚƉƐ͗ͬͬĞdžƉĞƌŝĞŶĐĞ͘ĂƌĐŐŝƐ͘ĐŽŵͬĞdžƉĞƌŝĞŶĐĞͬĂĞϯϬĐĨϮϯĨϳϬďϰϬĨĚĂϱĂϰϴϬϰĞϳϲϬϭĞĞĞϵ

ƚƚĂĐŚĞĚ ŝƐ Ă ƐĐƌĞĞŶƐŚŽƚ ŽĨ ŽŶĞ ŽĨ ƚŚĞ ƉĂŐĞƐ ĨƌŽŵ ŝƚ͘

/ ŚĂǀĞ ĐŝƌĐůĞĚ ƚŚĞ ĚĂƚĞƐ ƚŚĂƚ ƚŚŝƐ ŽƵƚĨŝƚ ŚĂƐ ŚĂĚ ŽƵƌ ĐŽƵŶƚLJ ŝŶ ͞Z͘͟ /ƚ ĂƉƉĞĂƌƐ ƚŚĂƚ ĚĂƚĂ ŚĂƐ
ŶŽƚŚŝŶŐ ƚŽ ĚŽ ǁŝƚŚ ƚŚ ƉŚĂƐĞ ĂƐƐŝŐŶŵĞŶƚ ŽĨ ͞ZĞĚ͘͟ dŚŝƐ ŝƐ ŚŽǁ ŽƵƚĨŝƚƐ ůŝŬĞ ƚŚŝƐ ďĞĐŽŵĞ
ĚŝƐĐƌĞĚŝƚĞĚ ĂŶĚ ǁŚLJ ƚŚŽƐĞ ǁŚŽ ĨŽůůŽǁ ƚŚĞŵ ůŽŽŬ ĨŽŽůŝƐŚ͘

ǀĞŶ ƵƐƚŝŶ WƵďůŝĐ ,ĞĂůƚŚ ŚĂƐ ĂĐŬŶŽǁůĞĚŐĞĚ ;ǁĞĞŬƐ ĂŐŽͿ ƚŚĂƚ ǁĞ ĂƌĞ ŶŽƚ ŝŶ ƐƚĂŐĞ ZĞĚ͘ ǀĞŶ
>ĞĂŶĚĞƌ /^ ŚĂƐ ĂĐŬŶŽǁůĞĚŐĞĚ ƚŚĂƚ ǁĞ ĂƌĞ ŶŽƚ ŝŶ ƐƚĂŐĞ ZĞĚ͘ ƚ ƚŚŝƐ ƉŽŝŶƚ͕ ƚŚĞ ĚĞĐŝƐŝŽŶ ƚŽ
ďůŝŶĚůLJ ĨŽůůŽǁ ƚŚĞ ƵŶƐĐŝĞŶƚŝĨŝĐ t, ŚĂƐ ďĞĐŽŵĞ Ă ŵĞƚĂƉŚŽƌ ĨŽƌ ŵĂŶLJ ďĂĚ ĚĞĐŝƐŝŽŶƐ ƚŚĂƚ ĂƌĞ
ďĞŝŶŐ ŵĂĚĞ ŝŶ ŽƵƌ ƐĐŚŽŽů ĚŝƐƚƌŝĐƚ͘

<ĞĞƉ ŝŶ ŵŝŶĚ ƚŚĂƚ ĂĨƚĞƌ ƐĞƌǀŝŶŐ ĂƐ ƚŚĞ džĞĐ ŝƌĞĐƚŽƌ ƚŚƌŽƵŐŚŽƵƚ ƚŚĞ ƉĂŶĚĞŵŝĐ͕ ĞƌƌŝĐŬ EĞĂů͕ ŝƐ
ŶŽ ůŽŶŐĞƌ ǁŝƚŚ ƚŚĞ t, ĞĨĨĞĐƚŝǀĞ ϭϰ KĐƚ ϮϬϮϭ͘ Ŷ ŝŶƚĞƌŝŵ ĚŝƌĞĐƚŽƌ ǁĂƐ ŶĂŵĞĚ ĚĂLJƐ ĂŐŽ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž /ŶĂĐĐƵƌĂĐLJ
ĂƚĞ͗ dƵĞ͕ Ϯϲ KĐƚ ϮϬϮϭ Ϭϳ͗ϯϲ͗ϰϲ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
ĐĐ͗ ĞŶ ZƵƉƉ ф х
DĞƐƐĂŐĞͲ/͗ фDϳƚŐdsŶǀhhŝYŶϮŝ>E&'ǁďYĨƉWĨKϲϬĂƐ<ƌEƉ>YϳDWƋƉͺǁΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϭϵϰϵďĞϱϵϭϯďϰϭĚĚĚĨĚϯϴĐϲϭϬĐϬďďϰϰĨϯ
ƚƚĂĐŚŵĞŶƚƐ͗ ŝŵĂŐĞͺϲϰϴϳϯϮϳ͘:W' ͖ ŝŵĂŐĞͺϭϮϯϵϴϲϲϳϮ͘:W'

&z/͘ WůĞĂƐĞ ĚŽŶ͛ƚ ƌĞƉůLJ͘ zŽƵ ĐĂŶ ƐŚĂƌĞ ĂƐ LJŽƵ ǁŝƐŚ͘

ĂŶŝĞůůĞ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ DŽŶ͕ KĐƚ Ϯϱ͕ ϮϬϮϭ Ăƚ ϰ͗ϰϮ WD
^ƵďũĞĐƚ͗ ZĞ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž /ŶĂĐĐƵƌĂĐLJ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ :ĞŶŶLJ ĂƉƵƚŽ
фũĞŶŶLJ ĐĂƉƵƚŽΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
͗ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

ƚƚĂĐŚĞĚ ŝƐ Ă ƐĐƌĞĞŶƐŚŽƚ ĨƌŽŵ ƚŚĞ t, ĚĂƐŚďŽĂƌĚ ƚŽĚĂLJ͘ KŶůLJ ϱϬ ŶĞǁ ĐĂƐĞƐ ŽĨ ŽǀŝĚ ŝŶ Ă
ĐŽƵŶƚLJ ŽĨ ϳϬϬ͕ϬϬϬ ƉĞŽƉůĞ͘ 'ͲϯϮ й ŝƐ ďĞůŽǁ ϰй͘ dŚĞƌĞ ĂƌĞ ŽǀĞƌ ϴϬϬ ĞŵƉƚLJ ŚŽƐƉŝƚĂů ďĞĚƐ͘ dŚŝƐ
ŝƐ Ăůů ŐŽŽĚ ŶĞǁƐ͊

dŚĞLJ Ɛƚŝůů ŚĂǀĞ ƚŚĞ ĞŶƚŝƌĞ ĐŽƵŶƚLJ ŝŶ ͞ZĞĚ͘͟

ĂŶŝĞůůĞ tĞƐƚŽŶ
KŶ DŽŶ͕ KĐƚ Ϯϱ͕ ϮϬϮϭ Ăƚ ϭϬ͗ϮϮ D ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ǁƌŽƚĞ͗

dŚŝƐ ŝƐ ƚŚĞ ůŝŶŬ ƚŽ ƚŚĞ tŝůůŝĂŵƐŽŶ ŽƵŶƚLJ ĂŶĚ ĐŝƚŝĞƐ ŚĞĂůƚŚ ĚŝƐƚƌŝĐƚ Ks/Ͳϭϵ ĚĂƐŚďŽĂƌĚ͗
ŚƚƚƉƐ͗ͬͬĞdžƉĞƌŝĞŶĐĞ͘ĂƌĐŐŝƐ͘ĐŽŵͬĞdžƉĞƌŝĞŶĐĞͬĂĞϯϬĐĨϮϯĨϳϬďϰϬĨĚĂϱĂϰϴϬϰĞϳϲϬϭĞĞĞϵ

ƚƚĂĐŚĞĚ ŝƐ Ă ƐĐƌĞĞŶƐŚŽƚ ŽĨ ŽŶĞ ŽĨ ƚŚĞ ƉĂŐĞƐ ĨƌŽŵ ŝƚ͘

/ ŚĂǀĞ ĐŝƌĐůĞĚ ƚŚĞ ĚĂƚĞƐ ƚŚĂƚ ƚŚŝƐ ŽƵƚĨŝƚ ŚĂƐ ŚĂĚ ŽƵƌ ĐŽƵŶƚLJ ŝŶ ͞Z͘͟ /ƚ ĂƉƉĞĂƌƐ ƚŚĂƚ ĚĂƚĂ ŚĂƐ
ŶŽƚŚŝŶŐ ƚŽ ĚŽ ǁŝƚŚ ƚŚ ƉŚĂƐĞ ĂƐƐŝŐŶŵĞŶƚ ŽĨ ͞ZĞĚ͘͟ dŚŝƐ ŝƐ ŚŽǁ ŽƵƚĨŝƚƐ ůŝŬĞ ƚŚŝƐ ďĞĐŽŵĞ
ĚŝƐĐƌĞĚŝƚĞĚ ĂŶĚ ǁŚLJ ƚŚŽƐĞ ǁŚŽ ĨŽůůŽǁ ƚŚĞŵ ůŽŽŬ ĨŽŽůŝƐŚ͘

ǀĞŶ ƵƐƚŝŶ WƵďůŝĐ ,ĞĂůƚŚ ŚĂƐ ĂĐŬŶŽǁůĞĚŐĞĚ ;ǁĞĞŬƐ ĂŐŽͿ ƚŚĂƚ ǁĞ ĂƌĞ ŶŽƚ ŝŶ ƐƚĂŐĞ ZĞĚ͘ ǀĞŶ
>ĞĂŶĚĞƌ /^ ŚĂƐ ĂĐŬŶŽǁůĞĚŐĞĚ ƚŚĂƚ ǁĞ ĂƌĞ ŶŽƚ ŝŶ ƐƚĂŐĞ ZĞĚ͘ ƚ ƚŚŝƐ ƉŽŝŶƚ͕ ƚŚĞ ĚĞĐŝƐŝŽŶ ƚŽ
ďůŝŶĚůLJ ĨŽůůŽǁ ƚŚĞ ƵŶƐĐŝĞŶƚŝĨŝĐ t, ŚĂƐ ďĞĐŽŵĞ Ă ŵĞƚĂƉŚŽƌ ĨŽƌ ŵĂŶLJ ďĂĚ ĚĞĐŝƐŝŽŶƐ ƚŚĂƚ ĂƌĞ
ďĞŝŶŐ ŵĂĚĞ ŝŶ ŽƵƌ ƐĐŚŽŽů ĚŝƐƚƌŝĐƚ͘

<ĞĞƉ ŝŶ ŵŝŶĚ ƚŚĂƚ ĂĨƚĞƌ ƐĞƌǀŝŶŐ ĂƐ ƚŚĞ džĞĐ ŝƌĞĐƚŽƌ ƚŚƌŽƵŐŚŽƵƚ ƚŚĞ ƉĂŶĚĞŵŝĐ͕ ĞƌƌŝĐŬ EĞĂů͕ ŝƐ
ŶŽ ůŽŶŐĞƌ ǁŝƚŚ ƚŚĞ t, ĞĨĨĞĐƚŝǀĞ ϭϰ KĐƚ ϮϬϮϭ͘ Ŷ ŝŶƚĞƌŝŵ ĚŝƌĞĐƚŽƌ ǁĂƐ ŶĂŵĞĚ ĚĂLJƐ ĂŐŽ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž /ŶĂĐĐƵƌĂĐLJ
ĂƚĞ͗ DŽŶ͕ Ϯϱ KĐƚ ϮϬϮϭ ϭϬ͗ϯϭ͗ϰϳ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ ͕ ƵƐƚŝŶ ůĂƌŬ ͕ ZŽď >Ğůŵ
͕ ͕ DĞŐŚĂŶ ^ƚĂĐŬ х͕
^ƚĂĐĞLJ >ĞƐŝĞƵƌ ͕ Ɖƌŝů ƌŝŶƐŽŶ ͕
DŝĐŚĞůůĞ ǀĂŶƐ ͕ ͕ 'ƌĞŐ ,ĂŚŶ
х͕ ^ƚĞƉŚĂŶŝĞ ,ƵŐŚĞƐ ф х͕
ĂǀŝĚ ^ĐŚŵŝĚƚ ͕ DĂƌƐŚĂůů ^
͕ :ĞŶŶŝĨĞƌ &ůŽŬ tŚŝƚĞ ф х͕
:ĞƐƐŝĐĂ WƌLJŽƌ >ĞƐůŝĞ tŝŶƚĞƌƐ
<ƌŝƐƚŝŶ <ĞƉůĞƌ ͕ ͕ <ƌŝƐƚŝ >ĞŝŐŚ
͕ DĂƚƚ ĂŶĚ dŝĨĨĂŶLJ ƵƐƐ ͕ DĂƚƚ ƵƐƐ
х͕ DĂƚƚ &ŽŐůĞ х͕ KƌůĂŶĚŽ ^ĂůŝŶĂƐ
ф х͕ ͕ ĞŶŝƐĞ ZĂLJ
х͕
DĞƐƐĂŐĞͲ/͗ фDϳƚŐZĞ&ǁdžƌŐ'WϱLJϱ&ϮƌĚĞнƵ:yŵ'ŬdKdŶϲŵŬϴũdǀͲƉsũΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϬϴϲĚĞϭďĨϱϰĚĐĞϮďĐϳϬϱĞďĚϭϰϵĐϴĨďϰĐĂ
ƚƚĂĐŚŵĞŶƚƐ͗ ŝŵĂŐĞͺϲϰϴϳϯϮϳ͘:W'

&z/͘ WůĞĂƐĞ ĚŽ ŶŽƚ ƌĞƉůLJ͘ zŽƵ ĂƌĞ ĨƌĞĞ ƚŽ ĨŽƌǁĂƌĚ ƚŽ ŽƚŚĞƌƐ͘

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ DŽŶ͕ KĐƚ Ϯϱ͕ ϮϬϮϭ Ăƚ ϭϬ͗ϮϮ D
^ƵďũĞĐƚ͗ ZĞ͗ dŚĂŶŬ LJŽƵ ĨŽƌ ĐŽŶƚĂĐƚŝŶŐ ZZ/^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ͘ ŽǀŝĚ DĂƚƌŝdž /ŶĂĐĐƵƌĂĐLJ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ dždždždždžΛŐŵĂŝů͘ĐŽŵ
Đ͗ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

dŚŝƐ ŝƐ ƚŚĞ ůŝŶŬ ƚŽ ƚŚĞ tŝůůŝĂŵƐŽŶ ŽƵŶƚLJ ĂŶĚ ĐŝƚŝĞƐ ŚĞĂůƚŚ ĚŝƐƚƌŝĐƚ Ks/Ͳϭϵ ĚĂƐŚďŽĂƌĚ͗
ŚƚƚƉƐ͗ͬͬĞdžƉĞƌŝĞŶĐĞ͘ĂƌĐŐŝƐ͘ĐŽŵͬĞdžƉĞƌŝĞŶĐĞͬĂĞϯϬĐĨϮϯĨϳϬďϰϬĨĚĂϱĂϰϴϬϰĞϳϲϬϭĞĞĞϵ

ƚƚĂĐŚĞĚ ŝƐ Ă ƐĐƌĞĞŶƐŚŽƚ ŽĨ ŽŶĞ ŽĨ ƚŚĞ ƉĂŐĞƐ ĨƌŽŵ ŝƚ͘

/ ŚĂǀĞ ĐŝƌĐůĞĚ ƚŚĞ ĚĂƚĞƐ ƚŚĂƚ ƚŚŝƐ ŽƵƚĨŝƚ ŚĂƐ ŚĂĚ ŽƵƌ ĐŽƵŶƚLJ ŝŶ ͞Z͘͟ /ƚ ĂƉƉĞĂƌƐ ƚŚĂƚ ĚĂƚĂ ŚĂƐ
ŶŽƚŚŝŶŐ ƚŽ ĚŽ ǁŝƚŚ ƚŚ ƉŚĂƐĞ ĂƐƐŝŐŶŵĞŶƚ ŽĨ ͞ZĞĚ͘͟ dŚŝƐ ŝƐ ŚŽǁ ŽƵƚĨŝƚƐ ůŝŬĞ ƚŚŝƐ ďĞĐŽŵĞ
ĚŝƐĐƌĞĚŝƚĞĚ ĂŶĚ ǁŚLJ ƚŚŽƐĞ ǁŚŽ ĨŽůůŽǁ ƚŚĞŵ ůŽŽŬ ĨŽŽůŝƐŚ͘

ǀĞŶ ƵƐƚŝŶ WƵďůŝĐ ,ĞĂůƚŚ ŚĂƐ ĂĐŬŶŽǁůĞĚŐĞĚ ;ǁĞĞŬƐ ĂŐŽͿ ƚŚĂƚ ǁĞ ĂƌĞ ŶŽƚ ŝŶ ƐƚĂŐĞ ZĞĚ͘ ǀĞŶ
>ĞĂŶĚĞƌ /^ ŚĂƐ ĂĐŬŶŽǁůĞĚŐĞĚ ƚŚĂƚ ǁĞ ĂƌĞ ŶŽƚ ŝŶ ƐƚĂŐĞ ZĞĚ͘ ƚ ƚŚŝƐ ƉŽŝŶƚ͕ ƚŚĞ ĚĞĐŝƐŝŽŶ ƚŽ
ďůŝŶĚůLJ ĨŽůůŽǁ ƚŚĞ ƵŶƐĐŝĞŶƚŝĨŝĐ t, ŚĂƐ ďĞĐŽŵĞ Ă ŵĞƚĂƉŚŽƌ ĨŽƌ ŵĂŶLJ ďĂĚ ĚĞĐŝƐŝŽŶƐ ƚŚĂƚ ĂƌĞ
ďĞŝŶŐ ŵĂĚĞ ŝŶ ŽƵƌ ƐĐŚŽŽů ĚŝƐƚƌŝĐƚ͘

<ĞĞƉ ŝŶ ŵŝŶĚ ƚŚĂƚ ĂĨƚĞƌ ƐĞƌǀŝŶŐ ĂƐ ƚŚĞ džĞĐ ŝƌĞĐƚŽƌ ƚŚƌŽƵŐŚŽƵƚ ƚŚĞ ƉĂŶĚĞŵŝĐ͕ ĞƌƌŝĐŬ EĞĂů͕ ŝƐ
ŶŽ ůŽŶŐĞƌ ǁŝƚŚ ƚŚĞ t, ĞĨĨĞĐƚŝǀĞ ϭϰ KĐƚ ϮϬϮϭ͘ Ŷ ŝŶƚĞƌŝŵ ĚŝƌĞĐƚŽƌ ;ĂƌŽůŝŶĞ ,ŝůďĞƌƚͿ ǁĂƐ
ŶĂŵĞĚ ĚĂLJƐ ĂŐŽ͘ ,Ğƌ ĞͲŵĂŝů ŝƐ ĐĂƌŽůŝŶĞ͘ŚŝůďĞƌƚΛǁŝůĐŽ͘ŽƌŐ͘ ŶĚ ĂƐ Ă ƌĞŵŝŶĚĞƌ͕ Ăůů ŽĨ ƚŚĞ ďŽĂƌĚ
ŵĞŵďĞƌƐ ǁĞƌĞ ũƵƐƚ ƌĞƉůĂĐĞĚ͘
ĂŶŝĞůůĞ tĞƐƚŽŶ
^ƵďũĞĐƚ͗ &ǁĚ͗ ŽŵŵƵŶŝƚLJ ĐĐĞƐƐ ĂŶĚ ^ĞĂƚŝŶŐ ĨŽƌ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐ Ͳ dŚƵƌƐĚĂLJ͕ KĐƚŽďĞƌ
Ϯϭ
ĂƚĞ͗ tĞĚ͕ ϮϬ KĐƚ ϮϬϮϭ Ϭϳ͗ϱϰ͗ϰϮ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĐĐ͗ Ɖƌŝů ƌŝŶƐŽŶ ф х͕ ĂǀŝĚ ^ĐŚŵŝĚƚ ф х͕ ĞŶŝƐĞ
ZĂLJ ф х͕ ƵƐƚŝŶ ůĂƌŬ ф х͕ DĂƌƐŚĂůů ^
͕ KƌůĂŶĚŽ ^ĂůŝŶĂƐ ф х͕ ZŽď >Ğůŵ

DĞƐƐĂŐĞͲ/͗ фDϳƚŐ^ŽĞYϭϴсϮtĨWhϬ,<ϵĨнƵϬŵ':Ƶ>ϳƵϰĞĂƵsϭĞ:ͲϵtϯϮŐΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ĚϮĨĨϵĐϲϲďϵϮĐĞĐϴϰϭϱĚϲϭϯϵĞϰĂϴϱďϯϯϲ

WůĞĂƐĞ ĚŽŶ͛ƚ ƌĞƉůLJ͘ zŽƵ ĐĂŶ ĨŽƌǁĂƌĚ ƚŽ ŽƚŚĞƌƐ͘

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϵ͕ ϮϬϮϭ Ăƚ ϴ͗ϯϱ WD
^ƵďũĞĐƚ͗ &ǁĚ͗ ŽŵŵƵŶŝƚLJ ĐĐĞƐƐ ĂŶĚ ^ĞĂƚŝŶŐ ĨŽƌ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐ Ͳ dŚƵƌƐĚĂLJ͕
KĐƚŽďĞƌ Ϯϭ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ф х
͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ
фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх

DƐ ^ůĂƉĞ͕

dŚĂŶŬ LJŽƵ ĨŽƌ ďƌŝŶŐŝŶŐ ƚŚŝƐ ƚŽ ŵLJ ĂƚƚĞŶƚŝŽŶ͘

ƌ njĂŝĞnj͕

/ ĐĂŶΖƚ ŚŝĚĞ ŵLJ ĚŝƐƐĂƚŝƐĨĂĐƚŝŽŶ ǁŝƚŚ LJŽƵƌ ǁŽƌĚƐ ƚŽ DƐ ^ůĂƉĞ͘ ^ƚƵĚĞŶƚƐ ŽŶ ŽƵƌ ĐĂŵƉƵƐĞƐ ĂƌĞ ŶŽƚ
ƐƉĂĐĞĚ ϯ Ĩƚ ĂƉĂƌƚ ŝŶ ƚŚĞŝƌ ĐůĂƐƐƌŽŽŵƐ͕ ƚŚĞ ŚĂůůǁĂLJƐ͕ ƚŚĞ ůƵŶĐŚƌŽŽŵ Žƌ ŽŶ ƚŚĞ ƉƌĂĐƚŝĐĞ ĨŝĞůĚƐ͘
,ĂǀĞ LJŽƵ ďĞĞŶ ƚŽ Ă ŚŝŐŚ ƐĐŚŽŽů ĨŽŽƚďĂůů ŐĂŵĞ͍ /ƚΖƐ ďĞĞŶ Ă ŐůŽƌŝŽƵƐ ƐŝŐŚƚ ƚŽ ƐĞĞ ŽƵƌ ƐƚƵĚĞŶƚƐ
ůŝǀŝŶŐ ƚŚĞŝƌ ůŝǀĞƐ ĂŐĂŝŶ͘ dŚĞ ƐŝŐŚƚ ŚĂƐ ĂůŵŽƐƚ ŵŽǀĞĚ ŵĞ ƚŽ ƚĞĂƌƐ ŵƵůƚŝƉůĞ ƚŝŵĞƐ ƚŚŝƐ ĨĂůů͘ KƵƌ ĨŝǀĞ
ĐŽƵŶƚLJ ĂƌĞĂ ŝƐ ŝŶ WŚĂƐĞ ϯ ;z>>KtͿ ĂŶĚ ŽŶ ƚŚĞ ĐƵƐƉ ŽĨ WŚĂƐĞ Ϯ ;>hͿ͘
WůĞĂƐĞ ƐĞĞ ƚŚĞ W, ǁĞďƐŝƚĞ ƚŽ ǀĞƌŝĨLJ
ƚŚŝƐ͗ ŚƚƚƉƐ͗ͬͬĂƵƐƚŝŶ͘ŵĂƉƐ͘ĂƌĐŐŝƐ͘ĐŽŵͬĂƉƉƐͬĚĂƐŚďŽĂƌĚƐͬϬĂĚϳĨĂϱϬďĂϱϬϰĞϳϯďĞϵϵϰϱĞĐϮĂϳϴϰϭĐď
EŽ ƐƚƵĚĞŶƚƐ Žƌ ƐƚĂĨĨ ŵĞŵďĞƌƐ ŚĂǀĞ ďĞĞŶ ŚŽƐƉŝƚĂůŝnjĞĚ ǁŝƚŚ ŽǀŝĚ ƚŚŝƐ ƐĐŚŽŽů LJĞĂƌ͘

tŚLJ ĂƌĞ LJŽƵ ĚŽƵďůŝŶŐ ĚŽǁŶ ŽŶ ƌĞƐƚƌŝĐƚŝŶŐ ƚŚĞ ŶƵŵďĞƌ ŽĨ ƐĞĂƚƐ ŝŶ ƚŚĞ ďŽĂƌĚƌŽŽŵ͍ dŚĞƌĞ ǁĞƌĞ
ϭϬϬн ƐĞĂƚƐ ĂǀĂŝůĂďůĞ ŝŶ ƚŚĞ ƌŽŽŵ ŝŶ :ƵŶĞ͘ /Ɛ ƐŽŵĞŽŶĞ ƚĞůůŝŶŐ LJŽƵ ƚŽ ĚŽ ƚŚŝƐ͍ zŽƵ ĂƌĞ ůŝŵŝƚŝŶŐ ƚŚĞ
ŶƵŵďĞƌ ŽĨ ĐŝƚŝnjĞŶƐ ǁŚŽ ĐĂŶ ĞŶƚĞƌ ƚŚĞ ďŽĂƌĚ ƌŽŽŵ͍ /Ɛ ƚŚĞƌĞ ĂŶLJ ŽƚŚĞƌ ƐĐĞŶĂƌŝŽ Žƌ ƐŝƚƵĂƚŝŽŶ ŝŶ
ǁŚŝĐŚ ĨŽůŬƐ ĂƌĞ ƚƵƌŶĞĚ ĂǁĂLJ ĨƌŽŵ ZZ/^ ĐůĂƐƐƌŽŽŵƐ͕ ŵĞĞƚŝŶŐƐ͕ ĞƚĐ ƚŽ ĞŶĨŽƌĐĞ Ă ϯ Ĩƚ ĚŝƐƚĂŶĐĞ͍

dŚĞƌĞ ĂƌĞ ŶŽ ƐĞĂƚŝŶŐ ƌĞƐƚƌŝĐƚŝŽŶƐ ŝŶ ƚŚĞ ŽƚŚĞƌ ůŽĐĂů ŐŽǀĞƌŶŵĞŶƚ ŵĞĞƚŝŶŐƐ ƐƵĐŚ ĂƐ ƚŚĞ
ĐŽŵŵŝƐƐŝŽŶĞƌƐ ĐŽƵƌƚ ĂŶĚ ĐŝƚLJ ĐŽƵŶĐŝů ŵĞĞƚŝŶŐƐ͘ tŚLJ ĂƌĞ LJŽƵ ĚŽŝŶŐ ƚŚŝƐ͍ tŚLJ ĂƌĞ ŽƵƌ ŵĞĞƚŝŶŐƐ
ĚŝĨĨĞƌĞŶƚ͍ /Ĩ ƚŚŝƐ ĨĂĐŝůŝƚLJ ǁŝůů ŶŽƚ ĂůůŽǁ ĨƵůů ĂĐĐĞƐƐ͕ ƉůĞĂƐĞ ƵƚŝůŝnjĞ ĂŶŽƚŚĞƌ ZZ/^ ĨĂĐŝůŝƚLJ ƚŚĂƚ ǁŝůů
ĂƐ LJŽƵ ĚŝĚ ŽŶ ϮϮ ^ĞƉ ϮϬϮϮ ǁŚĞŶ ƚŚĞ ŵĞĞƚŝŶŐ ǁĂƐ ŚĞůĚ Ăƚ ƚŚĞ DĐEŝĞů W͘ tĞ ĂůƐŽ ŚĂǀĞ WΖƐ
Ăƚ Z,^ ĂŶĚ ^W,^͘

/ Ăŵ Ăůů ĨŽƌ Ă ůĂƌŐĞ ŽǀĞƌĨůŽǁ ƌŽŽŵ ĨŽƌ ĨŽůŬƐ ǁŚŽ ǁŝƐŚ ƚŽ ĚŝƐƚĂŶĐĞ ƚŚĞŵƐĞůǀĞƐ ĨƌŽŵ ŽƚŚĞƌƐ ƚŽ ďĞ
ĂďůĞ ƚŽ ĚŽ ƐŽ͘ Ƶƚ dKD ŝƐ ĐůĞĂƌ ĂďŽƵƚ ΗĐŽŵƉůĞƚĞ ĂĐĐĞƐƐ͘Η /Ĩ LJŽƵ ƵƚŝůŝnjĞ ƚŚĞ ƉŽůŝĐĞ ĨŽƌĐĞ ƚŽ
ƉƌŽŚŝďŝƚ ĐŝƚŝnjĞŶƐ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ƚŚĞ ďŽĂƌĚ ƌŽŽŵ ĂƐ ŚĂƉƉĞŶĞĚ ŝŶ ƚŚĞ ϭϰ ^ĞƉ ϮϬϮϭ ŵĞĞƚŝŶŐ͕ ƚŚƵƐ
ĚŽƵďůŝŶŐ ĚŽǁŶ ŽŶ ǁŚĂƚ ŚĂƉƉĞŶĞĚ ƚŚĂƚ ƉƌŽďůĞŵĂƚŝĐ ŶŝŐŚƚ͕ ŝŶ ŵLJ ǀŝĞǁ ƚŚĞ ŽŶůLJ ƚŚŝŶŐ LJŽƵ ǁŝůů
ŚĂǀĞ ĂĐĐŽŵƉůŝƐŚĞĚ ŝƐ ƚŽ ĨƵƌƚŚĞƌ ŝŶĨůĂŵĞ ƚŚĞ ĐŽŵŵƵŶŝƚLJ / ŚĂǀĞ ďĞĞŶ ƉĂƌƚ ŽĨ ĨŽƌ ŽǀĞƌ Ă ĚĞĐĂĚĞ͘ /
ďĞůŝĞǀĞ ŝƚΖƐ ƚŝŵĞ ƚŽ ƚƵƌŶ ƚŚĞ ƚĞŵƉĞƌĂƚƵƌĞ ĚŽǁŶ ŝŶ ZZ/^͕ ŶŽƚ ƵƉ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ŚƌŝƐƚŝĞ ^ůĂƉĞ ф
ĂƚĞ͗ dƵĞ͕ KĐƚ ϭϵ͕ ϮϬϮϭ Ăƚ ϲ͗Ϭϳ WD
^ƵďũĞĐƚ͗ &ǁĚ͗ ŽŵŵƵŶŝƚLJ ĐĐĞƐƐ ĂŶĚ ^ĞĂƚŝŶŐ ĨŽƌ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐ Ͳ dŚƵƌƐĚĂLJ͕
KĐƚŽďĞƌ Ϯϭ
dŽ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ фŵĂƌLJͺďŽŶĞΛƚŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

dƌƵƐƚĞĞƐ tĞƐƚŽŶ ĂŶĚ ŽŶĞ͕

/ ǁĂƐ ũƵƐƚ ŶŽƚŝĨŝĞĚ ďLJ ƌ͘ njĂŝĞnj ƚŚĂƚ ƚŚĞƌĞ ǁŝůů ŽŶůLJ ďĞ ϱϬ ƐĞĂƚƐ ĂǀĂŝůĂďůĞ ƚŽ ĐŽŵŵƵŶŝƚLJ
ŵĞŵďĞƌƐ Ăƚ dŚƵƌƐĚĂLJ͛Ɛ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐ͘ dŚŝƐ Ɛƚŝůů ƐĞĞŵƐ ŵŝŶŝŵĂů ĂŶĚ ĚŽĞƐ ŶŽƚ
ƐĞĞŵ ƚŽ ŽĨĨĞƌ ͞ĐŽŵƉůĞƚĞ ĂĐĐĞƐƐ͟ ƚŽ ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ͘ WĞƌŚĂƉƐ LJŽƵ ĐŽƵůĚ ĂƐŬ ƌ͘ njŝĞnj ƚŽ
ŝŶĐƌĞĂƐĞ ƚŚĞ ƐĞĂƚŝŶŐ ĨŽƌ ƚŚĞ ŵĞĞƚŝŶŐ͘ ,Ğ ĂůƐŽ ŵĞŶƚŝŽŶĞĚ ƚŚĂƚ ZZ/^ WŽůŝĐĞ ǁŝůů ͞ŵĂŝŶƚĂŝŶ
ŽƌĚĞƌ͘͟ ŽĞƐ ƚŚĂƚ ŵĞĂŶ ƚŚĞLJ ǁŝůů ďĞ ƉƌĞǀĞŶƚŝŶŐ ƚŚĞ ϱϭƐƚ ƉĞƌƐŽŶ ĨƌŽŵ ĞŶƚĞƌŝŶŐ ƚŚĞ >ĞĐƚƵƌĞ
,Ăůů͍ WĞƌŚĂƉƐ LJŽƵ ĐĂŶ ŐĞƚ ĐůĂƌŝƚLJ ŽŶ ƚŚĂƚ ďĞĨŽƌĞ dŚƵƌƐĚĂLJ͘

dŚĂŶŬ LJŽƵ͘

Christie Slape

ĞŐŝŶ ĨŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ͗

)URP 'U +DIHGK $]DLH] 6XSHULQWHQGHQW 55,6'#URXQGURFNLVGRUJ!


6XEMHFW 5H &RPPXQLW\ $FFHVV DQG 6HDWLQJ IRU %RDUG RI 7UXVWHHV 0HHWLQJ 
7KXUVGD\ 2FWREHU 
'DWH 2FWREHU   DW  30 &'7
7R &KULVWLH 6ODSH  !
&F $P\ :HLU DP\ ZHLU#URXQGURFNLVGRUJ!

ĞĂƌ DƐ͘ ^ůĂƉĞ͕

tĞ ŚĂǀĞ ŝŶĐƌĞĂƐĞĚ ƚŚĞ ŶƵŵďĞƌ ŽĨ ĐŚĂŝƌƐ ĨŽƌ ƚŚĞ ĐŽŵŵƵŶŝƚLJ ƚŽ ϱϬ ŝŶƐŝĚĞ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů͕ ǁŝƚŚ
ƚŚŽƐĞ ĐŚĂŝƌƐ ƐƉĂĐĞĚ ĂƉƉƌŽdžŝŵĂƚĞůLJ ƚŚƌĞĞ ĨĞĞƚ ĂƉĂƌƚ͘ ZĞŐĂƌĚŝŶŐ ƚŚĞ ƉŽƐƚĞĚ ĐĂƉĂĐŝƚLJ ŽĨ ϯϳϱ͕ ǁĞ
ŬŶŽǁ ƚŚĂƚ ŶƵŵďĞƌ ŝƐ ŶŽƚ ƉŽƐƐŝďůĞ ǁŝƚŚ ƚŚĞ ĐƵƌƌĞŶƚ ƐĞƚƵƉ ŽĨ ƚŚĞ ƌŽŽŵ ;ƚŚĞ ĚĂŝƐ Ăƚ ƚŚĞ ƚŽƉ ŽĨ ƚŚĞ
ůĞĐƚƵƌĞ ŚĂůů ĂŶĚ ĂƵĚŝĞŶĐĞ ƐĞƚƚŝŶŐ ŽŶ ƚŚĞ ůĂƌŐĞ͕ ĨůĂƚ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ ŚĂůů͘Ϳ ĞĐĂƵƐĞ ƚŚĂƚ ƐŝŐŶ
ƉƌĞĚĂƚĞƐ ĂŶLJ ĐƵƌƌĞŶƚ ĂĚŵŝŶŝƐƚƌĂƚŝŽŶ ĂŶĚ ďĞĐĂƵƐĞ ŝƚ ƐĞĞŵƐ ůŝŬĞ ĂŶ ĞdžƚƌĞŵĞůLJ ůĂƌŐĞ ĐƌŽǁĚ ĨŽƌ ƚŚĞ
ƐŝnjĞ ŽĨ ƚŚĞ ƌŽŽŵ͕ ƚŚĞ ĚŝƐƚƌŝĐƚ ƌĞĐĞŶƚůLJ ďƌŽƵŐŚƚ ŝŶ ƚŚĞ ĨŝƌĞ ŵĂƌƐŚĂůů ƚŽ ĂƐƐĞƐƐ͘ /ŶĚĞĞĚ͕ ϯϳϱ ŝƐ ƚŽŽ
ůĂƌŐĞ Ă ĐĂƉĂĐŝƚLJ ĨŽƌ ƚŚĞ ƌŽŽŵ͕ ĞǀĞŶ ǁŚĞŶ ĂƌƌĂŶŐĞĚ ĨŽƌ ƚŚĞ ŵĂdžŝŵƵŵ ĐĂƉĂĐŝƚLJ ŽĨ ĐŚĂŝƌƐ
;ƐŽŵĞƚŚŝŶŐ ŶŽƚ ƉŽƐƐŝďůĞ ǁŝƚŚ ƚŚĞ ĚĂŝƐ ƐĞƚ ƵƉ ĨŽƌ ďŽĂƌĚ ďƵƐŝŶĞƐƐ͘Ϳ tĞ ĂƌĞ ƌĞƋƵĞƐƚŝŶŐ ŶĞǁ
ŐƵŝĚĂŶĐĞ ŽŶ ŵĂdžŝŵƵŵ ĐĂƉĂĐŝƚLJ ƌĞůĂƚĞĚ ƚŽ ĚŝĨĨĞƌĞŶƚ ƌŽŽŵ ƐĞƚƵƉƐ͘ tĞ ĂƌĞ ŵĂŝŶƚĂŝŶŝŶŐ ƚŚĞ ƚŚƌĞĞ
ĨĞĞƚ ŽĨ ĚŝƐƚĂŶĐĞ ƌŝŐŚƚ ŶŽǁ ďĞĐĂƵƐĞ ƚŚĂƚ ŝƐ ŝŶ ůŝŶĞ ǁŝƚŚ ĐƵƌƌĞŶƚ ŚĞĂůƚŚ ŐƵŝĚĂŶĐĞ͕ ƉĂƌƚŝĐƵůĂƌůLJ
ďĞĐĂƵƐĞ ŶŽƚ Ăůů ŽĨ ŽƵƌ ĂƚƚĞŶĚĞĞƐ ǁĞĂƌ ŵĂƐŬƐ͘ KŶĐĞ ǁĞ ƌĞĂĐŚ ĐĂƉĂĐŝƚLJ͕ ǁĞ ǁŝůů ĂƐŬ ĂŶLJŽŶĞ
ƉƌĞƐĞŶƚ ƚŽ ǁĂƚĐŚ ƚŚĞ ůŝǀĞ ƐƚƌĞĂŵ ĨƌŽŵ ƚŚĞ ŽǀĞƌĨůŽǁ ĂƌĞĂ͘ ZŽƵŶĚ ZŽĐŬ /^ WŽůŝĐĞ ǁŝůů ŵĂŝŶƚĂŝŶ
ŽƌĚĞƌ͘ ĞĐĂƵƐĞ ZŽƵŶĚ ZŽĐŬ /^ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞ ŵĞĞƚŝŶŐƐ ĂƌĞ ŚĞůĚ ŽŶ Ă ĐĂŵƉƵƐ͕ ǁĞ ĂƐŬ
ĂƚƚĞŶĚĞĞƐ ƚŽ ĂƌƌŝǀĞ ŶŽ ĞĂƌůŝĞƌ ƚŚĂŶ ϰ͗ϭϱ Ɖ͘ŵ͘ /ŶͲƉĞƌƐŽŶ ƐƉĞĂŬĞƌ ƐŝŐŶ ƵƉ ǁŝůů ďĞŐŝŶ Ăƚ ϰ͗ϯϬ Ɖ͘ŵ͘ /
ŚŽƉĞ ƚŚŝƐ ŝŶĨŽƌŵĂƚŝŽŶ ŝƐ ŚĞůƉĨƵů͘

5HVSHFWIXOO\

ƌ͘ ,ĂĨĞĚŚ njĂŝĞnj

6XSHULQWHQGHQW RI 6FKRROV

ƌ͘ ,ĂĨĞĚŚ njĂŝĞnj


6XSHULQWHQGHQW RI 6FKRROV
5RXQG 5RFN ,6'
 5RXQG 5RFN $YH
5RXQG 5RFN 7; 
 RIILFH
 ID[
&RQQHFW ZLWK 5RXQG 5RFN ,6'
7ZLWWHU #5RXQG5RFN,6'
)DFHERRNFRP55,6'

KŶ dƵĞ͕ KĐƚ ϭϵ͕ ϮϬϮϭ Ăƚ ϭϭ͗ϱϬ D ŚƌŝƐƚŝĞ ^ůĂƉĞ ф ǁƌŽƚĞ͗

ĞĂƌ ƌ͘ njĂŝĞnj ĂŶĚ WƌĞƐŝĚĞŶƚ tĞŝƌ͕

ĞĐĂƵƐĞ ƚŚŝƐ dŚƵƌƐĚĂLJ͛Ɛ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐ ǁŝůů ƚĂŬĞ ƉůĂĐĞ ďĂĐŬ ŝŶ ƚŚĞ ZZ,^ >ĞĐƚƵƌĞ
,Ăůů͕ ƚŚĞ ĐŽŵŵƵŶŝƚLJ ǁŽƵůĚ ůŝŬĞ ƚŽ ŬŶŽǁ ŝŶ ĂĚǀĂŶĐĞ ŚŽǁ ƚŚĞ ƌŽŽŵ ǁŝůů ďĞ ƐĞƚ ƵƉ ĂŶĚ ŚŽǁ ŵĂŶLJ
ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ǁŝůů ďĞ ĂůůŽǁĞĚ ĐŽŵƉůĞƚĞ ĂĐĐĞƐƐ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ͘ LJ ĐŽŵƉůĞƚĞ ĂĐĐĞƐƐ͕ /
Ăŵ ƌĞĨĞƌƌŝŶŐ ƚŽ ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ŚĂǀŝŶŐ ƚŚĞ ŽƉƉŽƌƚƵŶŝƚLJ ƚŽ ĂƚƚĞŶĚ ƚŚĞ ĞŶƚŝƌĞ ŵĞĞƚŝŶŐ͕ ŝŶ
ƉĞƌƐŽŶ͕ ǁŝƚŚŝŶ ƚŚĞ ϰ ǁĂůůƐ ŽĨ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů͘ ŶĚ ƐŽ ƚŚĞƌĞ ĂƌĞ ŶŽ ƵŶĨŽƌƚƵŶĂƚĞ ƐƵƌƉƌŝƐĞƐ ƚŚĂƚ
ǁŽƵůĚ ĚĞŶLJ ƉĂƌĞŶƚƐ ĂŶĚ ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ƚŚĞ ƌŝŐŚƚ ƚŽ ĐŽŵƉůĞƚĞ ĂĐĐĞƐƐ ƚŽ ƚŚĞ ŵĞĞƚŝŶŐ ƚŚŝƐ
dŚƵƌƐĚĂLJ͕ / ǁŽƵůĚ ǀĞƌLJ ŵƵĐŚ ĂƉƉƌĞĐŝĂƚĞ LJŽƵƌ ƌĞƐƉŽŶƐĞ ƚŽ ƚŚĞ ĨŽůůŽǁŝŶŐ ƋƵĞƐƚŝŽŶƐ ďĞĨŽƌĞ
dŚƵƌƐĚĂLJ͘

O ƚ ǁŚĂƚ ƚŝŵĞ ǁŝůů ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ďĞ ĂďůĞ ƚŽ ĞŶƚĞƌ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů͍

O ,Žǁ ŵĂŶLJ ĐŚĂŝƌƐ ǁŝůů ďĞ ĂǀĂŝůĂďůĞ ĨŽƌ ƐĞĂƚŝŶŐ ŝŶ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů͍

O tŝůů ƚŚĞ ĐŚĂŝƌƐ ďĞ ƐƉĂĐĞĚ Ăƚ Ă ƉĂƌƚŝĐƵůĂƌ ĚŝƐƚĂŶĐĞ ĨƌŽŵ ŽŶĞ ĂŶŽƚŚĞƌ͍ /Ĩ ƐŽ͕ ǁŚLJ͍
O tŝůů ZZ/^ ƉŽůŝĐĞ ŽĨĨŝĐĞƌƐ ďĞ ĚŝƌĞĐƚĞĚ ƚŽ ƉƌĞǀĞŶƚ ĂŶLJŽŶĞ ĨƌŽŵ ŝŶŝƚŝĂůůLJ ĞŶƚĞƌŝŶŐ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů ĨŽƌ
ĂŶLJ ƌĞĂƐŽŶ͍ /Ĩ ƐŽ͕ ǁŚĂƚ ŝƐ ƚŚĞ ĐƌŝƚĞƌŝĂ ĂŶĚ ƚŚĞ ƉŽůŝĐLJ ƚŚĞLJ ǁŝůů ĞŶĨŽƌĐĞ͍

O tŝůů >> ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ďĞ ĂůůŽǁĞĚ ƚŽ ŽďƐĞƌǀĞ ƚŚĞ ĞŶƚŝƌĞ ŵĞĞƚŝŶŐ ĨƌŽŵ ǁŝƚŚŝŶ ƚŚĞ ϰ ǁĂůůƐ ŽĨ
ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů͍ ;ŶŽƚ ƚŽ ĞdžĐĞĞĚ ƚŚĞ ŵĂdžŝŵƵŵ ĐĂƉĂĐŝƚLJ ŽĨ ϯϳϱ ƉĞŽƉůĞͿ

O tŝůů ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ďĞ ĂďůĞ ƚŽ ƐƚĂŶĚ ŝŶ ƚŚĞ ďĂĐŬ Žƌ Ɛŝƚ ŽŶ ƚŚĞ ĨůŽŽƌ ŽĨ ƚŚĞ >ĞĐƚƵƌĞ ,Ăůů ŝĨ ƚŚĞƌĞ
ŝƐ ŶŽƚ ĞŶŽƵŐŚ ƐĞĂƚŝŶŐ ŵĂĚĞ ĂǀĂŝůĂďůĞ ďLJ ZZ/^͍ ;ŶŽƚ ƚŽ ĞdžĐĞĞĚ ŵĂdžŝŵƵŵ ĐĂƉĂĐŝƚLJ ŽĨ ϯϳϱ ƉĞŽƉůĞͿ

O tŝůů ĐŽŵŵƵŶŝƚLJ ŵĞŵďĞƌƐ ďĞ ĂůůŽǁĞĚ ƚŽ ďƌŝŶŐ ƚŚĞŝƌ ŽǁŶ ĨŽůĚŝŶŐ ĐŚĂŝƌƐ ĨŽƌ ĂĚĚŝƚŝŽŶĂů ƐĞĂƚŝŶŐ ŝŶ ƚŚĞ
>ĞĐƚƵƌĞ ,Ăůů ŝĨ ƚŚĞƌĞ ŝƐ ŶŽƚ ĞŶŽƵŐŚ ƐĞĂƚŝŶŐ ƉƌŽǀŝĚĞĚ ďLJ ZZ/^͍

O tŝůů ƚŚĞƌĞ ďĞ ĂŶ ŽǀĞƌĨůŽǁ ƌŽŽŵ ĨŽƌ ĂƚƚĞŶĚĞĞƐ ǁŚŽ ƉƌĞĨĞƌ ƚŽ ƐŽĐŝĂůůLJ ĚŝƐƚĂŶĐĞ͍

O tŝůů ƚŚĞ ĂŶƐǁĞƌƐ ƚŽ ƚŚĞƐĞ ƋƵĞƐƚŝŽŶƐ ;ŝŶ ƚŚĞ ĨŽƌŵ ŽĨ Ă ZZ/^ WŽůŝĐLJͿ ďĞ ƉŽƐƚĞĚ ƉƵďůŝĐůLJ ƉƌŝŽƌ ƚŽ ĂŶĚ
Ăƚ ƚŚĞ ŽĂƌĚ ŽĨ dƌƵƐƚĞĞƐ DĞĞƚŝŶŐ͍

dŚĂŶŬ LJŽƵ ĨŽƌ ƚĂŬŝŶŐ ƚŚĞ ƚŝŵĞ ƚŽ ĂŶƐǁĞƌ ƚŚĞƐĞ ƋƵĞƐƚŝŽŶƐ͘ / ƚƌƵƐƚ ƚŚĂƚ Ăůů ĂŶƐǁĞƌƐ ǁŝůů ĐŽŵƉůLJ
ǁŝƚŚ ƚŚĞ dĞdžĂƐ KƉĞŶ DĞĞƚŝŶŐƐ Đƚ ĂŶĚ ƚŚĞ dĞdžĂƐ ĚƵĐĂƚŝŽŶ ŽĚĞ͘

^ŝŶĐĞƌĞůLJ͕

Christie Slape
ZZ/^ WĂƌĞŶƚ
^ƵďũĞĐƚ͗ &ǁĚ͗ ŐĞŶĚĂ /ƚĞŵ ĨŽƌ ϭϬͬϮϭ
ĂƚĞ͗ ^Ăƚ͕ ϭϲ KĐƚ ϮϬϮϭ ϭϬ͗ϯϮ͗Ϭϴ ͲϬϱϬϬ
&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
dŽ͗
ĐĐ͗ ͕ DŝĐŚĞůůĞ ǀĂŶƐ х͕ ƵƐƚŝŶ ůĂƌŬ
͕ Ɖƌŝů ƌŝŶƐŽŶ ͕ DĂƚƚ ĂŶĚ dŝĨĨĂŶLJ
ƵƐƐ х͕ DĂƚƚ ƵƐƐ ͕ Η^ŚĂƵŶĂ ͘
<ŝŶŶŝŶŐŚĂŵΗ х͕ ͕ ^ƚĞƉŚĂŶŝĞ ,ƵŐŚĞƐ
͕ ͕ :ĞŶŶŝĨĞƌ &ůŽŬ tŚŝƚĞ
х͕ ^ƚĞǀĞ DĂƚŚ х͕
͕ > ƵĂƌƚĞ х͕ ĂǀŝĚ ^ĐŚŵŝĚƚ
х͕ DĂƌƐŚĂůů ^ ͕
ƐƚĂƌƚŵĂƌŬĞƚŝŶŐ͘ĐŽŵ͕ ZŽď >Ğůŵ ĞůŝnjĂďĞƚŚ LJŽĐƵŵ
͕ >ĞƐůŝĞ tŝŶƚĞƌƐ ф х͕ ZŽďĞƌƚ DŽŶƚŽLJĂ
фƌŵŽŶƚŽLJĂΛƚĞdžĂƐƐĐŽƌĞĐĂƌĚ͘ĐŽŵх͕ <ƌŝƐƚŝ >ĞŝŐŚ х͕ ^ƚĂĐĞLJ >ĞƐŝĞƵƌ
͕ ZŽďŝŶ WĞƌƌLJ ƌĂƵŶ
͕ ͕ ͕
ĞŶŝƐĞ ZĂLJ х͕ ƌŝĐ ĂŶĚ ^ĂƌĂ ĞďĂ ф х͕
͕ > ǀŝůĂ ф х͕ ͕
ũĂƐŵƵƐƐĞŶΛƚĞdžĂƐƐĐŽƌĞĐĂƌĚ͘ĐŽŵ͕ KƌůĂŶĚŽ ^ĂůŝŶĂƐ х͕ ,ĞĐƚŽƌ
&ƵĞŶƚĞƐ ͕ ĞŶ ZƵƉƉ х͕ ŵŝŬĞ ďĞŶŶĞƚƚ
͕ DŝŬĞ ŽƵĚƌĞĂƵdž
͕ <ƌLJƐƚĂů WŽŐŐŝŽ ͕ ŝŶĚŝ ĂƌƚĞƌ
͕ DŝƌĂŶĚĂ ŝĐĐĂƌĚŝ ͕ :ƵůŝĞ <ŽƵƌŝ
͕ 'ƌĞŐ ,ĂŚŶ ͕ ^ƚĞƉŚĂŶŝĞ ,ĂŚŶ
͕ ^ĂƌĂŚ Ždž х͕ <ƌŝƐƚŝŶ
<ĞƉůĞƌ ͕ ͕ DĞŐŚĂŶ ^ƚĂĐŬ
ф х͕ ƌŝŶ ^ĐŚŵŝĞĚŝŶŐ ф х͕ ZĞŶĂƚĞ ^ŝŵƐ
ф х͕ ͕ <ŝĞƵ dƌĂŶŐ ф х͕
ƌǀŝŶĚ <ŝŶŝ ф х͕
͕ ͕ ŽďΛϵϬĞŐƌĞĞƐŐĞŶĐLJ͘ĐŽŵ͕
͕ dŽŵ DĂLJŶĂƌĚ ф х͕
͕ ͕ ͕
͕ ͕ ũďĞĐŬŵĞLJĞƌΛƚĞdžĂƐŐŽƉ͘ŽƌŐ͕

DĞƐƐĂŐĞͲ/͗ фDϳƚŐZŚ'ƐEϮ<сĨǁ^ŬǁsŚŬDĞ:ŚƚZZ:сŶŚdžǀϬYŝ&Ƌ,ϴWсƚŶ,ͺdžΛŵĂŝů͘ŐŵĂŝů͘ĐŽŵх
Dϱ͗ ϴϮϵĂϰϯĚϭϳϳĂϰĚϳϰϲϴϰϯďĞĞϰϮĞϬϮĨϮϯϵĐ
ƚƚĂĐŚŵĞŶƚƐ͗ &^ ůĞƚƚĞƌ ϭϬ͘ϭϯ͘ϮϬϮϭ͘ƉĚĨ ͖ E^ ůĞƚƚĞƌ ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚƐ ϵ͘Ϯϵ͘ϮϬϮϭ͘ƉĚĨ ͖ W^
ůĞƚƚĞƌ ϭϬ͘ϭϱ͘ϮϬϮϭ͘ƉĚĨ ͖ ƉŐ ϲϬ ĨƌŽŵ ^ĞƉ ϮϬϮϭ d^ d^ ĐŽŶĨ͘ƉĚĨ

&z/ ŽŶůLJ͘ WůĞĂƐĞ ĚŽŶΖƚ ƌĞƉůLJ͘

ͲͲͲͲͲͲͲͲͲͲ &ŽƌǁĂƌĚĞĚ ŵĞƐƐĂŐĞ ͲͲͲͲͲͲͲͲͲ


&ƌŽŵ͗ ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞ ǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
ĂƚĞ͗ ^Ăƚ͕ KĐƚ ϭϲ͕ ϮϬϮϭ Ăƚ ϭϬ͗Ϭϵ D
^ƵďũĞĐƚ͗ ZĞ͗ ŐĞŶĚĂ /ƚĞŵ ĨŽƌ ϭϬͬϮϭ
dŽ͗ ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚͺĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх
Đ͗ DĂƌLJ ŽŶĞ фŵĂƌLJ ďŽŶĞΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх͕ Žƚƚƌŝůů͕ :ĞĨĨƌĞLJ фũĞĨĨƌĞLJ͘ĐŽƚƚƌŝůůΛƚĞĂ͘ƚĞdžĂƐ͘ŐŽǀх͕ WĂƚƚLJ
ŐƵŝůĞƌĂ фƉĂƚƚLJͺĂŐƵŝůĞƌĂΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх

WƌĞƐ tĞŝƌ͕

dŚĂŶŬ LJŽƵ ĨŽƌ ĂĚĚŝŶŐ ƚŚŝƐ ƚŽ ƚŚĞ EŽǀĞŵďĞƌ ϮϬϮϭ ĂŐĞŶĚĂ͘ dŽ ƌĞŝƚĞƌĂƚĞ ƚŚŝƐ ŝƐ dƌƵƐƚĞĞ ŽŶĞΖƐ ĂŶĚ
ŵLJ ĂŐĞŶĚĂ ŝƚĞŵ ƌĞƋƵĞƐƚ͗ "Discussion and Possible action regarding NSBA letter from Sept 29th
including possible request to TASB and TASB membership".
Parents are every child's first teacher. School boards should welcome them into their meetings and hear
their concerns. I sent many American's into harms way to defeat terrorists. The parents in our schools are
not domestic terrorists.
The NSBA letter to the Biden administration is disgusting. TASB (Texas Assoc of School Boards) has failed
to stand up to this overreach and partisanship from the NSBA. Our kids deserve better.

In addition to the agenda item request, please add the documents I have attached to this email as
attachments to this agenda item on-line.
The attachments are:
- The NSBA letter
- The Florida School Board Association written response
- The Pennsylvania School Board Association written response
- Page 60 from the TASA/TASB September 2021 conference program as well as this link to that entire
program: ŚƚƚƉƐ͗ͬͬǁǁǁ͘ƚĂƐĂ͘ƚĂƐď͘ŽƌŐͬƉƌŽŐƌĂŵͬĚŽĐƵŵĞŶƚƐͬƚdžĞĚĐŽŶϮϭͲƚĂƐĂͲƚĂƐďͲĐŽŶǀĞŶƚŝŽŶͲ
ƉƌŽŐƌĂŵͲŬůĞƚͲĨŝŶĂů͘ƉĚĨ.
- Please also include TASB's response to the NASB letter. I cannot find a "letter" per se. I can only find a
statement from TASB that is shared on this website:ŚƚƚƉƐ͗ͬͬĚĞĨĞŶĚŝŶŐĞĚ͘ŽƌŐͬƉƌĞƐƐͲƌĞůĞĂƐĞƐͬƐƚĂƚĞͲ
ƐĐŚŽŽůͲďŽĂƌĚͲĂƐƐŽĐŝĂƚŝŽŶƐͲƌĞƐƉŽŶƐĞƐͲƚŽͲƚŚĞͲŶƐďĂͲůĞƚƚĞƌͬ͘ /Ĩ LJŽƵ ŚĂǀĞ d^ΖƐ ƌĞƐƉŽŶƐĞ ŝŶ ůĞƚƚĞƌ
ĨŽƌŵ͕ ƉůĞĂƐĞ ĂĚĚ ƚŚĂƚ ƚŽ ƚŚĞ ĂŐĞŶĚĂ Žƌ LJŽƵ ĐĂŶ ũƵƐƚ ŝŶĐůƵĚĞ ƚŚŝƐ ůŝŶŬ ƚŚĂƚ ŝŶĐůƵĚĞƐ d^ΖƐ
ƌĞƐƉŽŶƐĞ͘

/ ŚĂǀĞ ĂůƌĞĂĚLJ ƐĞŶƚ DƐ WĂƚƚLJ ŐƵŝůĞƌĂ ĂŶ ĞͲŵĂŝů ƌĞƋƵĞƐƚŝŶŐ ƚŽ ŬŶŽǁ ƚŚĞ ĞŶĚ ĚĂƚĞ ŽĨ ŵLJ ĐƵƌƌĞŶƚ
d^ ŵĞŵďĞƌƐŚŝƉ ĂŶĚ ĂƐŬ ƚŚĂƚ ƐŚĞ ŶŽƚ ƌĞŶĞǁ ŵLJ ŵĞŵďĞƌƐŚŝƉ ƵŶƚŝů / ŐŝǀĞ ŚĞƌ ƚŚĞ ŐƌĞĞŶ ůŝŐŚƚ
ƚŽ ĚŽ ƐŽ͘

Regards,
Danielle Weston

KŶ tĞĚ͕ KĐƚ ϭϯ͕ ϮϬϮϭ Ăƚ ϲ͗ϱϳ WD ,ĂĨĞĚŚ njĂŝĞnj фŚĂĨĞĚŚ ĂnjĂŝĞnjΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

'ŽŽĚ ĞǀĞŶŝŶŐ WƌĞƐŝĚĞŶƚ tĞŝƌ ĂŶĚ dƌƵƐƚĞĞ tĞƐƚŽŶ͕

/ ŚŽƉĞ ƚŚŝƐ ĞŵĂŝů ĨŝŶĚƐ LJŽƵ ǁĞůů͘ tĞ ǁŝůů ŐĂƚŚĞƌ ƐŽŵĞ ŝŶĨŽƌŵĂƚŝŽŶ ĂďŽƵƚ d^ ĂŶĚ E^ ĂŶĚ
ǁĞ ǁŝůů ƐŚĂƌĞ ǁŝƚŚ Ăůů ŽƵƌ ƚƌƵƐƚĞĞƐ ĂƐ Ă ďŽĂƌĚ ƵƉĚĂƚĞ ƚŚŝƐ ĨƌŝĚĂLJ͘

Respectfully,

Dr. Hafedh Azaiez

Superintendent of Schools

ƌ͘ ,ĂĨĞĚŚ njĂŝĞnj


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5RXQG 5RFN ,6'
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KŶ tĞĚ͕ KĐƚ ϭϯ͕ ϮϬϮϭ Ăƚ ϵ͗ϱϮ D ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

dŚĂŶŬƐ WƌĞƐ tĞŝƌ͘

ůů ŽĨ ƚŚŝƐ ŝŶĨŽƌŵĂƚŝŽŶ ǁŽƵůĚ ďĞ ǀĞƌLJ ŚĞůƉĨƵů ĨŽƌ ƵƐ ĂŶĚ ƚŽ ŚĂǀĞ ƚŚĞ ĚŝƐĐƵƐƐŝŽŶͬƋƵĞƐƚŝŽŶƐ
ƉƵďůŝĐůLJ ŽŶ ƚŚĞ ƚŽƉŝĐ ǁŽƵůĚ ƉƌŽǀŝĚĞ ƚƌĂŶƐƉĂƌĞŶĐLJ ƚŽ ƚŚĞ ĐŽŵŵƵŶŝƚLJ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ

KŶ tĞĚ͕ KĐƚ ϭϯ͕ ϮϬϮϭ Ăƚ ϴ͗ϱϱ D ŵLJ tĞŝƌ фĂŵLJͺǁĞŝƌΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх ǁƌŽƚĞ͗

tĞ ŚĂǀĞ ŽŶĞ ŵŽƌĞ ŝƚĞŵ ǁĞ ǁŝůů ƉƌŽďĂďůLJ ŶĞĞĚ ƚŽ ĂĚĚ ƚŽ ĐůŽƐĞĚ͕ ŵĂŬŝŶŐ ĨŽƌ Ă ǀĞƌLJ ůŽŶŐ
ŵĞĞƚŝŶŐ ŶĞdžƚ ǁĞĞŬ͘ / ǁŝůů ĂĚĚ ƚŚŝƐ ŝƚĞŵ ŝŶ EŽǀĞŵďĞƌ Ăƚ ĞŝƚŚĞƌ ŽŶĞ ŽĨ ŽƵƌ ǁŽƌŬƐŚŽƉƐ Žƌ ƚŚĞ
ƌĞŐƵůĂƌ ŵĞĞƚŝŶŐ͘

/Ŷ ƚŚĞ ŵĞĂŶƚŝŵĞ͕ ǁĞ ĐĂŶ ĂƐŬ ƚŚĞ ĂĚŵŝŶŝƐƚƌĂƚŝŽŶ ƚŽ ƉƌŽǀŝĚĞ ƚŚĞ ŽĂƌĚ ǁŝƚŚ ĂŶ ƵƉĚĂƚĞ ŽŶ
ǁŚĞƚŚĞƌ ŵĞŵďĞƌƐŚŝƉ ĚƵĞƐ ĂƌĞ ƉĂŝĚ ƚŽ ƚŚĞ E^ ďLJ ZZ/^͘ ŶĚ ǁŚĂƚ͕ ŝĨ ĂŶLJ͕ d^ ŵĞŵďĞƌƐŚŝƉ
ĚƵĞƐ ĂƌĞ ƉĂŝĚ ďLJ ZZ/^͘ ŶĚ ǁŚĞƚŚĞƌ ƚŚŽƐĞ ĚƵĞƐ ĂƌĞ ĨŽƌ ƚŚĞ ĚŝƐƚƌŝĐƚ ĂƐ Ă ǁŚŽůĞ Žƌ ĨŽƌ ĞĂĐŚ
ƚƌƵƐƚĞĞ͘ tĞ ĐĂŶ ĂůƐŽ ĂƐŬ ĨŽƌ Ă ůŝƐƚ ŽĨ ŽƚŚĞƌ ŽƌŐĂŶŝnjĂƚŝŽŶƐ ƚŚĂƚ ƉƌŽǀŝĚĞ ƚŚĞ ƐƚĂƚĞ ŵĂŶĚĂƚĞĚ
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ŵLJ

KŶ dƵĞ͕ KĐƚ ϭϮ͕ ϮϬϮϭ Ăƚ ϱ͗ϯϮ WD ĂŶŝĞůůĞ tĞƐƚŽŶ фĚĂŶŝĞůůĞͺǁĞƐƚŽŶΛƌŽƵŶĚƌŽĐŬŝƐĚ͘ŽƌŐх


ǁƌŽƚĞ͗

/ ƐĞĐŽŶĚ ƚŚŝƐ ĂƐ ĂŶ ĂŐĞŶĚĂ ŝƚĞŵ ĨŽƌ ƚŚĞ Ϯϭ KĐƚ ďŽĂƌĚ ŵĞĞƚŝŶŐ͘ /ƚ ǁĂƐŶΖƚ ƚŚĂƚ ůŽŶŐ ĂŐŽ ƚŚĂƚ / ǁĂƐ
Ă ƉĂƌĞŶƚ ĂƚƚĞŶĚŝŶŐ ƐĐŚŽŽů ďŽĂƌĚ ŵĞĞƚŝŶŐƐ͘ / Ăŵ ŶŽƚ Ă ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚ͘ / Ăŵ Ă ǀĞƚĞƌĂŶ͕ ǁŝĨĞ
ĂŶĚ ŵŽƚŚĞƌ͘ dŚĞ E^ ůĞƚƚĞƌ ŝƐ ŽĨĨĞŶƐŝǀĞ ĂŶĚ ĚŝƐŐƵƐƚŝŶŐ͘

/ ǁƌŽƚĞ Ă ůĞƚƚĞƌ ƚŽ d^ ƚŽĚĂLJ ĂƐŬŝŶŐ ĨŽƌ Ă ƌĞďƵƚƚĂů ƚŽ ƚŚĞ E^ ůĞƚƚĞƌ ƚŚĂƚ ŐŽĞƐ ŵƵĐŚ ĨƵƌƚŚĞƌ
ƚŚĂŶ ǁŚĂƚ d^ ŚĂƐ ƐĂŝĚ͘ / ǁĂŶƚ ƚŽ ƐĞĞ ƐŽŵĞƚŚŝŶŐ ĨƌŽŵ d^ ĂůŽŶŐ ƚŚĞ ůŝŶĞƐ ŽĨ ǁŚĂƚ ĐĂŵĞ ŽƵƚ
ŽĨ &ůŽƌŝĚĂ͘ /Ĩ d^ ĚŽĞƐ ŶŽƚ ĚŽ ƚŚŝƐ͕ / ǁŝůů ďĞ ĞŶĚŝŶŐ ŵLJ ŵĞŵďĞƌƐŚŝƉ ǁŝƚŚ d^͘ KƵƌ
ĐŽŵŵƵŶŝƚLJ ǁŽƵůĚ ůŝŬĞ ƚŽ ŬŶŽǁ ǁŚĞƌĞ ŽƵƌ ƚƌƵƐƚĞĞƐ ƐƚĂŶĚ ŽŶ ƚŚŝƐ ƉƌĞƉŽƐƚĞƌŽƵƐ ƚĂůŬ ŽĨ ΗƉĂƌĞŶƚƐ
ĂƌĞ ĚŽŵĞƐƚŝĐ ƚĞƌƌŽƌŝƐƚƐ ŝŶ ƐĐŚŽŽů ďŽĂƌĚ ŵĞĞƚŝŶŐƐΗ ĨƌŽŵ ƚŚĞ E^͘ WůĞĂƐĞ ƉƵƚ dƌƵƐƚĞĞ ŽŶĞΖƐ
ƌĞƋƵĞƐƚ ŽŶ ƚŚĞ ĂŐĞŶĚĂ͘

ĂŶŝĞůůĞ tĞƐƚŽŶ
ͲͲ

Amy Weir
Round Rock ISD Board President

Trustee Place 5
Subject: Fwd: Agenda Item for 10/21
Date: Sat, 16 Oct 2021 11:36:34 -0500
From: Danielle Weston <danielle_weston@roundrockisd.org>
To:
Bcc:
Message-ID: <CAM7tBgTLRi9SVuEmPmHcRZJWp8JVtqxdsKsBrcjQTcJDc7bfFg@mail.gmail.com>
MD5: 64617035738e57204476d8309a95fd3a
Attachments: FSBA letter 10.13.2021.pdf ; NSBA letter domestic terrorists 9.29.2021.pdf ; PSBA
letter 10.15.2021.pdf ; pg 60 from Sep 2021 TASA TASB conf.pdf

---------- Forwarded message ---------


From: Danielle Weston <danielle weston@roundrockisd.org>
Date: Sat, Oct 16, 2021 at 10:32 AM
Subject: Fwd: Agenda Item for 10/21
To:

FYI only. Please don't reply.

---------- Forwarded message ---------


From: Danielle Weston <danielle_weston@roundrockisd.org>
Date: Sat, Oct 16, 2021 at 10:09 AM
Subject: Re: Agenda Item for 10/21
To: Hafedh Azaiez <hafedh azaiez@roundrockisd.org>, Amy Weir
<amy_weir@roundrockisd.org>
Cc: Mary Bone <mary bone@roundrockisd.org>, Cottrill, Jeffrey
<jeffrey.cottrill@tea.texas.gov>, Patty Aguilera <patty_aguilera@roundrockisd.org>

Pres Weir,

Thank you for adding this to the November 2021 agenda. To reiterate this is Trustee Bone's and
my agenda item request: "Discussion and Possible action regarding NSBA letter from Sept 29th
including possible request to TASB and TASB membership".
Parents are every child's first teacher. School boards should welcome them into their meetings and hear
their concerns. I sent many American's into harms way to defeat terrorists. The parents in our schools are
not domestic terrorists.
The NSBA letter to the Biden administration is disgusting. TASB (Texas Assoc of School Boards) has failed
to stand up to this overreach and partisanship from the NSBA. Our kids deserve better.

In addition to the agenda item request, please add the documents I have attached to this email as
attachments to this agenda item on-line.
The attachments are:
- The NSBA letter
- The Florida School Board Association written response
- The Pennsylvania School Board Association written response
- Page 60 from the TASA/TASB September 2021 conference program as well as this link to that entire
program: https://www.tasa.tasb.org/program/documents/txedcon21-tasa-tasb-convention-
program-booklet-final.pdf.
- Please also include TASB's response to the NASB letter. I cannot find a "letter" per se. I can only find a
statement from TASB that is shared on this website:https://defendinged.org/press-releases/state-
school-board-associations-responses-to-the-nsba-letter/. If you have TABS's response in letter
form, please add that to the agenda or you can just include this link that includes TABS's
response.

I have already sent Ms Patty Aguilera an e-mail requesting to know the end date of my current
TABS membership and ask that she not renew my membership until I give her the green light
to do so.

Regards,
Danielle Weston

On Wed, Oct 13, 2021 at 6:57 PM Hafedh Azaiez <hafedh_azaiez@roundrockisd.org> wrote:

Good evening President Weir and Trustee Weston,

I hope this email finds you well. We will gather some information about TASBE and NSBA and
we will share with all our trustees as a board update this friday.

Respectfully,

Dr. Hafedh Azaiez

Superintendent of Schools

Dr. Hafedh Azaiez


Superintendent of Schools
Round Rock ISD
1311 Round Rock Ave.
Round Rock, TX 78681
512-464-5022 office
512-464-5055 fax
Connect with Round Rock ISD:
Twitter @RoundRockISD
Facebook.com/RRISD

On Wed, Oct 13, 2021 at 9:52 AM Danielle Weston <danielle weston@roundrockisd.org>


wrote:

Thanks Pres Weir.

All of this information would be very helpful for us and to have the discussion/questions
publicly on the topic would provide transparency to the community.
Danielle Weston

On Wed, Oct 13, 2021 at 8:55 AM Amy Weir <amy_weir@roundrockisd.org> wrote:

We have one more item we will probably need to add to closed, making for a very long
meeting next week. I will add this item in November at either one of our workshops or the
regular meeting.

In the meantime, we can ask the administration to provide the Board with an update on
whether membership dues are paid to the NSBA by RRISD. And what, if any, TASB membership
dues are paid by RRISD. And whether those dues are for the district as a whole or for each
trustee. We can also ask for a list of other organizations that provide the state mandated
training for Board members in case you wish to end your membership with TASB.

Amy

On Tue, Oct 12, 2021 at 5:32 PM Danielle Weston <danielle_weston@roundrockisd.org>


wrote:

I second this as an agenda item for the 21 Oct board meeting. It wasn't that long ago that I was
a parent attending school board meetings. I am not a domestic terrorist. I am a veteran, wife
and mother. The NSBA letter is offensive and disgusting.

I wrote a letter to TASB today asking for a rebuttal to the NSBA letter that goes much further
than what TASB has said. I want to see something from TASB along the lines of what came out
of Florida. If TASB does not do this, I will be ending my membership with TASB. Our
community would like to know where our trustees stand on this preposterous talk of "parents
are domestic terrorists in school board meetings" from the NSBA. Please put Trustee Bone's
request on the agenda.

Danielle Weston

--

Amy Weir
Round Rock ISD Board President

Trustee Place 5
Subject: Fwd: Agenda Item for 10/21
Date: Sat, 16 Oct 2021 10:32:08 -0500
From: Danielle Weston <danielle_weston@roundrockisd.org>
To: daniellemweston@gmail.com
Bcc: , Michelle Evans Dustin Clark
, April Brinson , Matt and Tiffany
Buss >, Matt Buss , "Shauna D.
Kinningham" , , Stephanie Hughes
>, , Jennifer Flok White
, Steve Math ,
, L Duarte , David Schmidt
, Marshall S , lgreene@kick-
startmarketing.com, Rob Lelm , elizabeth yocum
>, Leslie Winters >, Robert Montoya
<rmontoya@texasscorecard.com>, Kristi Leigh >, Stacey Lesieur
Robin Perry Braun
, , ,
Denise Ray >, Eric and Sara Deba ,
, L Avila >, ,
jasmussen@texasscorecard.com, Orlando Salinas , Hector
Fuentes , Ben Rupp , mike bennett
, Mike Boudreaux ,
, Krystal Poggio Cindi Carter
, Miranda Ziccardi >, Julie Kouri
org>, Greg Hahn , Stephanie Hahn
, Sarah Cox , Kristin
Kepler , , Meghan Stack
, Erin Schmieding >, Renate Sims
>, , Kieu Trang >,
Arvind Kini ,
, , Bob@90DegreesAgency.com,
, Tom Maynard ,
, ,
, j , jbeckmeyer@texasgop.org,
, John Keagy
Message-ID: <CAM7tBgRhGsN2K=fwSkwVhkMeJhtRRJ=nhxv0QiFqH8P=tnH_xA@mail.gmail.com>
MD5: 829a43d177a4d746843bee42e02f239c
Attachments: FSBA letter 10.13.2021.pdf ; NSBA letter domestic terrorists 9.29.2021.pdf ; PSBA
letter 10.15.2021.pdf ; pg 60 from Sep 2021 TASA TASB conf.pdf

FYI only. Please don't reply.

---------- Forwarded message ---------


From: Danielle Weston <danielle weston@roundrockisd.org>
Date: Sat, Oct 16, 2021 at 10:09 AM
Subject: Re: Agenda Item for 10/21
To: Hafedh Azaiez <hafedh_azaiez@roundrockisd.org>, Amy Weir <amy_weir@roundrockisd.org>
Cc: Mary Bone <mary bone@roundrockisd.org>, Cottrill, Jeffrey <jeffrey.cottrill@tea.texas.gov>, Patty
Aguilera <patty_aguilera@roundrockisd.org>

Pres Weir,

Thank you for adding this to the November 2021 agenda. To reiterate this is Trustee Bone's and
my agenda item request: "Discussion and Possible action regarding NSBA letter from Sept 29th
including possible request to TASB and TASB membership".
Parents are every child's first teacher. School boards should welcome them into their meetings and hear
their concerns. I sent many American's into harms way to defeat terrorists. The parents in our schools are
not domestic terrorists.
The NSBA letter to the Biden administration is disgusting. TASB (Texas Assoc of School Boards) has failed
to stand up to this overreach and partisanship from the NSBA. Our kids deserve better.

In addition to the agenda item request, please add the documents I have attached to this email as
attachments to this agenda item on-line.
The attachments are:
- The NSBA letter
- The Florida School Board Association written response
- The Pennsylvania School Board Association written response
- Page 60 from the TASA/TASB September 2021 conference program as well as this link to that entire
program: https://www.tasa.tasb.org/program/documents/txedcon21-tasa-tasb-convention-
program-booklet-final.pdf.
- Please also include TASB's response to the NASB letter. I cannot find a "letter" per se. I can only find a
statement from TASB that is shared on this website:https://defendinged.org/press-releases/state-
school-board-associations-responses-to-the-nsba-letter/. If you have TABS's response in letter
form, please add that to the agenda or you can just include this link that includes TABS's
response.

I have already sent Ms Patty Aguilera an e-mail requesting to know the end date of my current
TABS membership and ask that she not renew my membership until I give her the green light
to do so.

Regards,
Danielle Weston

On Wed, Oct 13, 2021 at 6:57 PM Hafedh Azaiez <hafedh azaiez@roundrockisd.org> wrote:

Good evening President Weir and Trustee Weston,

I hope this email finds you well. We will gather some information about TASBE and NSBA and
we will share with all our trustees as a board update this friday.

Respectfully,

Dr. Hafedh Azaiez

Superintendent of Schools

Dr. Hafedh Azaiez


Superintendent of Schools
Round Rock ISD
1311 Round Rock Ave.
Round Rock, TX 78681
512-464-5022 office
512-464-5055 fax
Connect with Round Rock ISD:
Twitter @RoundRockISD
Facebook.com/RRISD

On Wed, Oct 13, 2021 at 9:52 AM Danielle Weston <danielle_weston@roundrockisd.org>


wrote:

Thanks Pres Weir.

All of this information would be very helpful for us and to have the discussion/questions
publicly on the topic would provide transparency to the community.

Danielle Weston

On Wed, Oct 13, 2021 at 8:55 AM Amy Weir <amy_weir@roundrockisd.org> wrote:

We have one more item we will probably need to add to closed, making for a very long
meeting next week. I will add this item in November at either one of our workshops or the
regular meeting.

In the meantime, we can ask the administration to provide the Board with an update on
whether membership dues are paid to the NSBA by RRISD. And what, if any, TASB membership
dues are paid by RRISD. And whether those dues are for the district as a whole or for each
trustee. We can also ask for a list of other organizations that provide the state mandated
training for Board members in case you wish to end your membership with TASB.

Amy

On Tue, Oct 12, 2021 at 5:32 PM Danielle Weston <danielle_weston@roundrockisd.org>


wrote:

I second this as an agenda item for the 21 Oct board meeting. It wasn't that long ago that I was
a parent attending school board meetings. I am not a domestic terrorist. I am a veteran, wife
and mother. The NSBA letter is offensive and disgusting.

I wrote a letter to TASB today asking for a rebuttal to the NSBA letter that goes much further
than what TASB has said. I want to see something from TASB along the lines of what came out
of Florida. If TASB does not do this, I will be ending my membership with TASB. Our
community would like to know where our trustees stand on this preposterous talk of "parents
are domestic terrorists in school board meetings" from the NSBA. Please put Trustee Bone's
request on the agenda.

Danielle Weston
--

Amy Weir
Round Rock ISD Board President

Trustee Place 5
Exhibit 6

Waddell-Serafino Report
TABLE OF CONTENTS
PAGE
Background and Scope of Work ........................................................................................................... 3
1. Round Rock Independent School District .............................................................................. 3
2. COVID-Related Orders .............................................................................................................3
3. The Mask Requirement ............................................................................................................. 3
4. The Courts ................................................................................................................................... 4
5. The Records.................................................................................................................................5
a. Email Containing Attorneys’ Legal Analyses..................................................................5
b. Email Containing Attorney’s Legal Advice .....................................................................7
c. Email Containing Attorneys’ Complaints About September 14 Board Meeting........8
Issues .......................................................................................................................................................9
1. Were the emails disseminated by Trustee Weston considered “confidential”
under the Public Information Act and, accordingly, otherwise excepted from
disclosure under the Act? .........................................................................................................9
2. Did Trustee Weston violate any District procedures, District policies, or the law by
disseminating “confidential” emails to individuals not affiliated with the District? .
3. What options are available to the Board to prevent an individual trustee’s
disclosure of otherwise internal confidential, attorney-client privileged
information outside the District? ............................................................................................. 9
Analysis.................................................................................................................................................. 10
1. Were the emails disseminated by Trustee Weston considered “confidential”
under the Public Information Act and, accordingly, otherwise excepted from
disclosure under the Act? .......................................................................................................10
a. Exceptions to Section 552.021 ...........................................................................................10
b. Communications Protected by the Attorney-Client Privilege ....................................11
c. Emails that were confidential by law.............................................................................. 12
2. Did Trustee Weston violate any District procedures, District policies, or the law by
disseminating “confidential” emails to individuals not affiliated with the District? .... 13
a. Operating Procedures .......................................................................................................13
b. Board Policies – (LOCAL).................................................................................................15
c. Board Policies – (LEGAL) .................................................................................................17
3. What options are available to the Board to prevent an individual trustee’s
disclosure of otherwise internal confidential, attorney-client privileged
information outside the District? ........................................................................................... 20
a. Limiting trustee’s access to records reflecting attorney-client privileged
communications .................................................................................................................20
b. Excluding trustee from executive session where attorney-client advice is
sought on a topic and the trustee has previously disseminated
attorney-client communications to the District’s adversaries in litigation................ 21
c. Censure................................................................................................................................22

2
Background and Scope of Work

1. Round Rock Independent School District

Round Rock Independent School District (“the District”) “is located in southern Williamson
County and northwest Travis County and includes the City of Round Rock and portions of
the City of Austin and the City of Cedar Park. The area covers 110 square miles
encompassing high tech manufacturing and urban retail centers, suburban neighborhoods,
and farm and ranch land.” It is comprised of 56 schools and approximately 50,000 students. 1

The District is governed by a seven-member Board of Trustees (the “Board”). Each trustee
is elected at-large to serve staggered four-year terms. Trustee and former Board President
Amy Weir, Trustee and current Board President Amber Feller, and Trustee Cory Vessa were
all elected in 2018. Trustee Mary Bone, Trustee Danielle Weston, Trustee Jun Xiao, and
Trustee Tiffanie Harrison were elected in the general election held in November 2020.

2. COVID-Related Orders

On March 13, 2020, Governor Greg Abbott issued a disaster proclamation stating that
COVID-19 posed “an imminent threat of disaster for all Texas counties” and a series of
COVID-related executive orders thereafter.

On May 18, 2021, Governor Abbott issued an Executive Order prohibiting school districts
and other Texas governmental entities from requiring any student, teacher, parent, other
staff member, or visitor to wear a mask.

On July 29, 2021, Governor Abbott issued Executive Order No. GA-38, which combined
several previous executive orders in an effort to “promote statewide uniformity and
certainty in the state's COVID-19 response.” The executive order stated, among other things,
that no school district “may require any person to wear a face covering or to mandate that
another person wear a face covering.”

Nevertheless, many of the largest independent school districts in Texas, including Austin
ISD, Houston ISD, Dallas ISD, Fort Worth ISD, Northeast ISD, and others, instituted mask
mandates for students and staff. Other large Texas school districts encouraged masks but
did not institute a mandate.

3. The Mask Requirement

On August 16, 2021, the District’s Board voted to temporarily mandate masks for all
students, teachers, staff members, and adult visitors when six feet of distance could not be

1 https://roundrockisd.org/about-rrisd/

3
maintained beginning August 18, 2021. That mandate, however, included a broad opt-out
provision for staff and students.

On August 24, 2021, the Board updated its mandate to narrow the opt-out provision by
requiring individuals seeking an exemption from the policy to submit documentation
establishing health or developmental conditions that warranted excusing them from the
mask requirement. The Board set the updated mandate to expire on September 17, 2021.

The Board intended to address the mask mandate at its September 14, 2021 meeting, but
that meeting was disrupted and adjourned before the Board addressed the issue. 2 As a
result, the mask requirement was not extended and expired on September 17, 2021.

The Board scheduled another meeting for September 22, at which time it reinstated the mask
requirement and established and implemented a “mask matrix” to guide future changes to
the mask requirements. Masks were required throughout the fall 2021 semester and
continued when students returned to schools on January 5, 2022.

Beginning February 21, 2022, the District announced that masks would not be required but
would be strongly recommended for staff, students, and visitors.

4. The Courts

On August 9, 2021, 15 individuals, some of whom are parents of children who attend schools
in the District, filed a lawsuit seeking a declaratory judgment and temporary injunction
against the District, its Board, and then Acting Superintendent Dr. Daniel Pressley. 3 Those
parents sought a declaration that the mask mandate in place at that time violated various
provisions of the Texas Constitution and requested a permanent injunction to prevent
implementation and enforcement of any mandatory mask requirements. 4

On August 26, 2021 – ten days after the Board voted to require masks in its schools, one day
after it narrowed the opt-out provision, and three weeks before it voted to renew that

2 There is a disagreement among the trustees about the propriety of the actions taken at and the events that
resulted in terminating the September 14, 2021 Board meeting. Following and as a result of that meeting, the
Board – excluding Trustees Weston and Bone – drafted a resolution to “censure” Trustees Weston and Bone
because they “undermined the orderly governance of the District” by, among other things, their “repeated
failure to follow the Board President’s ruling and the decision of the Board of Trustees regarding social
distancing led or contributed to the disruption of the September 14, 2021 Board Meeting” and because they
“repeatedly insisted on calling for a vote on spacing rules for the September 14, 2021 Board Meeting even
though this matter was not on the agenda.”
3 Dr. Presley served as Acting Superintendent from Nov. 30, 2020, to July 4, 2021.
4See Cause No. 21-1187, Dustin Clark, Matt Winters, Leslie Winters, John Keagy, Rachel Keagy, Shauna Kinningham,
April Brinson, Jessica Pryor, Katy Hardin, Vanessa Wenneker, Tracy Banks, Lisa Lusby, Stacey Andrewartha, Glenda
Mosley, and Anna Belousov v. Round Rock Independent School District, Superintendent Dr. Daniel Pressley, and the
Board of Trustees for the Round Rock Independent School District, filed in the 425th Judicial District Court in
Williamson County, Texas.

4
requirement – the Texas Supreme Court issued an Order staying the enforcement of a mask
mandate in a case involving the City of San Antonio and Bexar County.

Also, on August 26, 2021, Williamson County Attorney Doyle “Dee” Hobbs issued a press
release stating, in part, that Governor Abbott’s Executive Order No. GA-38 “is still
controlling law and any mask mandates by local governing bodies are illegal.” Hobbs stated
that “[u]ntil such time as the supreme court interprets the governor’s decision to be unlawful
or otherwise unconstitutional, his executive order is the law of the land.” Hobbs
acknowledged, however, that “the actions of the supreme court have been case specific in
each instance where an order has been signed [and] are not something that can be relied
upon by the state of Texas or any sub or quasi-governmental entity therein.”

On September 9, 2021, the State of Texas filed a lawsuit seeking a temporary restraining
order and a temporary injunction against the District, its Board, Superintendent Dr. Hafedh
Azaiez, and the individual trustees for “deliberately violating state law.” 5 The State argued
that the District’s mask mandate was barred by Governor Abbott’s executive order. And by
“flouting GA-38’s ban on mask mandates,” the District and the other defendants were
challenging “the policy choices made by the State’s commander in chief during times of
disaster.”

Finally, on September 21, 2021, Trustees Danielle Weston and Mary Bone filed an
application for a temporary restraining order, a temporary injunction, and permanent
injunction against the other members of the District’s Board, Amy Weir, Amber Feller,
Tiffanie Harrison, Dr. Jun Xiao, Cory Vessa seeking an order requiring the other Board
members to “perform their mandatory duties and refrain from committing ultra vires acts
that violate Plaintiffs’ constitutional rights.” 6 The lawsuit purportedly arose out of
“resolutions to censure Plaintiffs Weston and Bone, without proper notice or opportunity to
be heard” in violation of the “U.S. and Texas constitutions, common law, as well as the
Board’s own operating procedures.”

5. The Records

a. Email Containing Attorneys’ Legal Analyses 7

On August 26, 2021 – the same day the Texas Supreme Court entered its Order staying the
enforcement of the mandate in a case involving the City of San Antonio and the County of

5See Cause No. 21-1471, State of Texas v. Round Rock Independent School District, Board of Trustees of Round Rock
Independent School District; Superintendent Dr. Hafedh Azaiez; Amy Weir; Amber Feller; Tiffanie Harrison; Dr. Jun
Xiao; Dr. Mary Bone; Cory Vessa; and Danielle Weston, filed in the 368th Judicial District Court in Williamson
County, Texas.
6 See Cause No. 21-1561, Danielle Weston and Mary Bone v. Round Rock Independent School District Board of Trustees;

Amy Weir; Amber Feller; Tiffanie Harrison; Dr. Jun Xiao; and Cory Vessa, filed in the 395th Judicial District Court
in Williamson County, Texas.
7 See, for example, a portion of this email thread attached hereto as Exhibit 1.

5
Bexar and on the same day Williamson County Attorney Dee Hobbs issued a press release
stating that Governor Abbott’s executive order “is the law of the land” – Trustee Bone
initiated an email to the District’s Interim General Counsel Jenny Wells, Superintendent
Azaiez, Board President Weir, Board Counsel Douglas Poneck, and Trustee Weston:

As Trustee Weston and I predicted the SCOTX is upholding the Governor's Mask Mandate. It
is time for us to put this issue to rest and apologize to our community for the I'll (sic) timed
meeting Monday when we knew this ruling was coming. Please advise on next steps. Do we
need a meeting? If so please take this as an official request.

Interim GC Wells responded to Trustee Bone’s email and copied the original recipients
providing her legal analysis of the supreme court’s Order:

The decision is in the Dallas County and Bexar County cases, in which Abbott argued that the
governor, not individual cities or counties, acts as the commander in chief. I am not sure if
this decision would extend to ISDs and somehow moot out the pending Travis County cases.
I realize that AG Paxton is taking the position that it applies to all entities including school
districts, but I'm not sure that was the intent of the Supreme Court since the issue before it in
this case was only cities and counties.

After Trustee Weston responded and copied the original recipients, Board Counsel Poneck
provided his legal analysis of the supreme court’s Order. He also only included the original
recipients on his response:

The Supreme Court has not ruled on the Governor's motion for emergency relief for the
Southern Center TRO, which is a statewide order enabling school districts to block the
Governor’s ban. Until the Supreme Court rules on this TRO, this is still in place. The Supreme
Court could have addressed this TRO as well in its ruling, but it did not. So, we need to see
how this TRO is addressed by the Supreme Court. Finally, the AG's view is not definitive or
the final word on these issues the AG is representing a party in the litigation.

Continuing on August 26, 2021, and after several exchanges among those on this email
thread, Trustee Weston offered her opinion about likely rulings of the supreme court and
urged the group to “put this sad and ugly chapter behind us and move forward . . . I will
not keep this rational and logical view to myself. I will share it with everybody who asks
me.”

The following day, August 27, 2021, Trustee Weston replied to everyone involved in the
original email thread and added Bill Gravell, Doyle “Dee” Hobbs, Jeffrey Cottrill, and Tom
Maynard to the email thread that included the legal analysis of both Interim GC Wells and
Board Counsel Poneck and attached a copy of County Attorney Hobbs’s press release
stating that “any mask mandates by local governing bodies are illegal.” None of these
additional individuals Weston added to the email work for or were engaged by the District. 8

8Bill Gravell is the County Judge for Williamson County; Doyle “Dee” Hobbs, Jr. is the County Attorney for
Williamson County; Jeffrey Cottrill is the Deputy Commissioner of Governance & Accountability for the Texas
Education Agency; and Tom Maynard is the District 10 member of the State Board of Education. The email

6
Trustee Weston then forwarded the entire email exchange to 12 individuals, four of whom
were individuals with a “roundrockisd.org” email address; the remainder appear to be
members of the community having no employment association with the District. 9 Whether
any of these twelve recipients forwarded the email chain to others outside the District is
unknown.

Board President Weir responded to Trustee Weston by quoting the policy on “Special
Meetings” and explaining the rationale of addressing the mask mandate issue at the
September 16, 2021 Board meeting.

The next day, August 28, 2021, Trustee Weston responded to Board President Weir
demanding, among other things, that “discrimination and inequitable treatment of Trustee
Bone and I in our Special Meeting requests has to stop.” Trustee Weston also stated in her
response that the community deserves to know if the Board continues the mask mandate
and refuses to schedule a special meeting but her “preference" is not to have to notify the
community myself.” Bill Gravel, Dee Hobbs, Jeffrey Cottrill, and Tom Maynard remained
on the email thread.

b. Email Containing Attorney’s Legal Advice 10

On August 27, 2021, the same day but shortly after Trustee Weston forwarded Interim GC
Wells and Board Counsel Poneck’s legal analysis of the August 26, 2021 Texas Supreme
Court ruling to various officials and other individuals outside the District, Interim GC Wells
emailed Trustees Weston and Bone (and copied Board Counsel Poneck and Board President
Weir) regarding “Attorney client privileged communication re board member authority.”
The email contained a legal analysis of certain actions taken by Trustees Weston and Bone.

Mr. Poneck (as Board counsel) and I (as interim General Counsel) have discussed potential
legal liability issues that are potentially being created when you speak as board members, but
without the authority of the board.

address for Tom Maynard was tom@maynardfortexas.com, and he used the related website
(http://www.maynardfortexas.com/) for his campaign for State Board of Education. The Texas Education
Agency website indicates that Mr. Maynard is the SBOE Member for District 10 and that his term began
January 1, 2021.
Mr. Cottrill served as the District’s monitor, who is responsible for reporting to the TEA on the activities of the
District’s Board of Trustees and the Superintendent. Subsequently, Mr. Cottrill appointed Dr. David Faltys as
the District’s monitor. However, the TEA has reportedly taken the position that the District does not waive the
attorney client privilege with respect to any specific document that it produced in response to the monitor’s
demand.
9Trustee Weston appeared to forward the email thread to Michelle Austin, Mark Braun, Kathy Irwin, Jacqui
Withers, Michelle Evans, “Gina,” Suzy Young, and Joni Castillo. In addition, Trustee Weston forwarded the
email thread to Linda Kurio, Katharine Poole, Stephanie Stoebe, and Amanda Grimes, each of whom had a
“roundrockisd.org” email address and appear to be elementary school teachers in the District.
10 See email thread attached hereto as Exhibit 2.

7
*****
There are several troubling examples of conduct which places you at odds with your duties
as Trustees.
*****
Regardless of a Trustee's personal views, Texas Education Code Section 11. 151 requires every
Trustee to work within the Board structure to act in the best interest of the District. This is
why your individual actions are concerning and could potentially place the District at legal
risk, as well as placing yourselves at personal legal risk. This is especially concerning given
that we are currently under monitoring by the TEA for board member misconduct.
*****
To be clear, only by virtue of your office are you privy to a host of confidential and privileged
information.
*****
A clear example of the conflicts your conduct is causing involves the speaking engagement on
Sunday that [??] is being hosted by Dustin Clark, who recently filed a lawsuit regarding masks
against the District. . . . Based on the adverse legal position of the group hosting this “Town
Hall,” your unauthorized appearance as Trustees poses several potential legal concerns.
*****
In sum, as you are acting without Board authority, you are acting outside the scope and duties
of board members.

Later that evening, Trustee Weston forwarded a copy of Interim GC Wells’s email to Tom
Maynard, the District 10 member of the State Board of Education, without comment. 11

c. Emails Containing Complaints About September 14 Board Meeting 12

On September 16, 2021, Trustee Weston emailed Board President Weir, Superintendent
Azaiez, Jeffrey Yarbrough (the District’s Chief of Police), Jim Williby (the District’s Assistant
Chief of Police), Jeffrey Cottrill, 13 and Trustee Bone regarding “14 Sep 2021 Legally
Problematic Board Meeting.” Trustee Weston addressed the authority of the Board
President to have citizens removed from Board meetings and suggested the possibility of
“1983 Civil Rights violations.” Shortly after sending this email, Trustee Weston sent the

11 District 10
includes Williamson and Bell Counties and portions of Travis County on the Interstate-35 corridor
and reaches to Freestone County on the northeast corner, Waller County on the southeast corner and Burnet
County on the west end. Trustee Weston also forwarded the email to Ryan Fisher, Director of Government
Relations, Office of the Texas Attorney General.
12 See email threads attached hereto as Exhibit 3 and Exhibit 4.
As noted above, Jeffrey Cottrill is the Deputy Commissioner of Standards and Engagement in the Office of
13

Academics for the Texas Education Agency.

8
email to herself and blind copied approximately 60 other individuals outside the District
with a message, “FYI. Don’t reply. You are free to share/forward as you see fit.” 14

On September 15, 2021, Trustee Weston emailed Board President Weir, Superintendent
Azaiez, Jeffrey Cottrill, Board Counsel Poneck, and Trustee Bone regarding “Possible
TOMA violation in 14 Sep 2021 Board Meeting” and regarding her concerns “about the
agenda and the public being denied the opportunity to speak on item J1 (Mask Matrix).”
Trustee Weston also disputed the assertion on the District website that “public disruption”
prevented the Board from addressing the mask requirement. On September 17, 2021,
without a response from anyone, Trustee Weston followed-up that email by referring to
“bizarre media articles” and noted that one article included the “untrue statement” that “the
board chose to end the [September 14] meeting early due to all the commotion and will
continue at a later meeting.” Shortly after sending this email, Trustee Weston sent the email
to herself and blind copied approximately 29 other individuals outside the District without
comment beyond, “FYI.” 15

Issues

The District engaged the Firm to perform a review of approximately 120 pages of the above-
referenced emails and address the following questions:

1. Were the emails disseminated by Trustee Weston considered “confidential” under


the Public Information Act and accordingly, otherwise excepted from disclosure
under the Act?

2. Did Trustee Weston violate any District procedures, District policies, or the law
by disseminating “confidential” emails to individuals not affiliated with the
District?

3. What options are available to the Board to prevent an individual trustee’s


disclosure of otherwise internal confidential, attorney-client privileged
information outside the District?

14 Dustin Clark, Leslie Winters, John Keagy, Shauna Kinningham, April Brinson, Jessica Pryor, Vanessa
Wenneker, Lisa Lusby, Stacey Andrewartha, and Glenda Mosley were all blind copied on the email and are
all named plaintiffs in Cause No. 21-1187 filed against the District and others on August 9, 2022 in the 425 th
Judicial District Court of Williamson County, Texas. Five of the plaintiffs did not appear to have been copied.
15Dustin Clark, Leslie Winters, and Jessica Pryor were all blind copied on the email and are all named plaintiffs
in Cause No. 21-1187 filed against the District and others on August 9, 2022 in the 425 th Judicial District Court
of Williamson County, Texas. Twelve of the plaintiffs did not appear to have been copied.

9
Analysis

1. Were the emails disseminated by Trustee Weston considered “confidential” under


the Public Information Act and accordingly, otherwise excepted from disclosure
under the Act?

The Public Information Act (“PIA”), which was adopted in 1973, is now codified in Chapter
552 of the Texas Government Code. The “policy of open government” expressed in the
preamble to the PIA is based on “the principle that government is the servant and not the
master of the people.” 16

Under the fundamental philosophy of the American constitutional form of


representative government that adheres to the principle that government is
the servant and not the master of the people, it is the policy of this state that
each person is entitled, unless otherwise expressly provided by law, at all
times to complete information about the affairs of government and the official
acts of public officials and employees. The people, in delegating authority, do
not give their public servants the right to decide what is good for the people
to know and what is not good for them to know. The people insist on
remaining informed so that they may retain control over the instruments they
have created. The provisions of this chapter shall be liberally construed to
implement this policy. 17

The PIA applies to every “governmental body,” including a school district board of trustees,
and authorizes members of the public to make requests for, and access, government
records. 18 And Section 552.021 of the PIA provides that “[p]ublic information is available to
the public at a minimum during the normal business hours of the governmental body.” 19

a. Exceptions to Section 552.021

The records held by the government are generally available to the public unless the records
fall within at least one of the exceptions to required public disclosure. 20 That is, certain
information, some of which is described as “confidential” and other information that is not
described as “confidential,” is excepted from the general rule that public information is to
be made “available to the public.” Accordingly, if a record falls within a PIA exception, the
government may withhold the record and the public is not entitled to the record.

16 TEX. GOV’T CODE § 552.001.


17 TEX. GOV’T CODE § 552.001.
18 TEX. GOV’T CODE §§ 552.003(1)(A)(v).
19 TEX. GOV’T CODE § 552.021.
20 TEX. GOV’T CODE §§ 552.101 – 552.162.

10
For example, section 552.107(1) – “Exception: Certain Legal Matters” – excepts information
from disclosure under Section 552.021 if “it is information that the attorney general or an
attorney of a political subdivision is prohibited from disclosing because of a duty to the
client under the Texas Rules of Evidence or the Texas Disciplinary Rules of Professional
Conduct.” 21 And section 552.101 – “Exception: Confidential Information” – provides that
“[i]nformation is excepted from the requirements of Section 552.021 if it is information
considered to be confidential by law, either constitutional, statutory, or by judicial decision.”
Information protected by the attorney-client privilege is considered “confidential by law,
either constitutional, statutory, or by judicial decision” and, therefore, is excepted from
disclosure under Section 552.101. 22

b. Communications Protected by the Attorney-Client Privilege

The attorney-client privilege is “the oldest and most venerated of the common law
privileges of confidential communications.” 23 The attorney-client privilege “exists to protect
not only the giving of professional advice to those who can act on it but also the giving of
information to the lawyer to enable him to give sound and informed advice.” 24

“A client has a privilege to refuse to disclose and to prevent any other person
from disclosing confidential communications made to facilitate the rendition
of professional legal services to the client: between the client or the client’s
representative and the client’s lawyer or the lawyer’s representative.” 25

“In the governmental context, the attorney-client privilege applies with ‘special force.’
‘[P]ublic officials are duty-bound to understand and respect constitutional, judicial and
statutory limitations on their authority; thus, their access to candid legal advice directly and
significantly serves the public interest.’” 26 “The privilege also protects the public fisc when
the government is participating in litigation.” 27

21 See also Paxton v. City of Dallas, 509 S.W.3d 247, 252-53 (Tex. 2017).
22See also Abbott v. City of Dallas, 453 S.W.3d 580, 588 (Tex.App.—Austin 2014), aff'd sub nom. Paxton v. City of
Dallas, 509 S.W.3d 247 (Tex. 2017) (information protected by attorney-client privilege constituted information
deemed confidential by law under Section 552.101 of the PIA).
23 Paxton, 509 S.W.3d at 259.
24 Paxton, 509 S.W.3d at 260.
25 TEX. R. EVID. 503(b)(1)(A).
26Paxton v. City of Dallas, 509 S.W.3d 247, 260 (Tex. 2017) (quoting In re Cty. of Erie, 473 F.3d 413, 418-19 (2d Cir.
2007).
27 Paxton, 509 S.W.3d at 260.

11
Confidential communications made to facilitate the rendition of professional legal services
to the client are protected by the attorney-client privilege. 28

In a case involving the City of McKinney’s acquisition of property through eminent domain,
for example, the Dallas Court of Appeals addressed whether various communications from
the city’s attorney, including information regarding strategy, were protected by the
attorney-client privilege:

Communication from the city’s attorney to city council member, the CEO,
and president of city's economic development corporation, and city
manager, which contained information regarding strategy, was protected
by attorney-client privilege.

Email from the city’s attorney to the CEO, and president of city's economic
development corporation, which contained confidential information, was
protected by attorney-client privilege.

Email from the city’s attorney to city manager, CEO, and president of city's
economic development corporation, city council member, assistant to city
manager, and city employee, which discussed legal strategy and attorney's
research, was protected by attorney-client privilege.

The court determined that documents and communications that included the city attorney’s
strategy, confidential information, or legal strategy and research, were protected by
attorney-client privilege. 29

c. Emails that were confidential by law

The email thread initiated by Trustee Bone contains legal analysis by both Interim GC Wells
and Board Counsel Poneck relating to a recent decision by the Texas Supreme Court and is,
therefore, information protected by the attorney-client privilege. 30 Trustee Weston
ultimately added individuals outside the District to the complete email thread, including
the confidential opinions and analysis protected by the attorney-client privilege. Those other
individuals – the County Judge for Williamson County, the County Attorney for Williamson
County, Deputy Commissioner of Governance & Accountability for the Texas Education
Agency, and the District 10 member of the State Board of Education – were neither the client
nor representatives of the client.

28 TEX R. EVID. 503(b).


29 In re JDN Real Estate–McKinney L.P., 211 S.W.3d 907, 921 (Tex.App. —Dallas 2006, orig. proceeding).
30TEX. R. EVID. 503(b); In re ExxonMobil Corp., 97 S.W.3d 353, 361 (Tex. App.—Houston [14th Dist.] 2003, orig.
proceeding).

12
In addition, the August 27 email from Interim GC Wells to Trustees Weston and Bone
regarding “Attorney client privileged communication re board member authority”
contained confidential advice, opinions, and analysis also protected by the attorney-client
privilege. 31 Trustee Weston forwarded that email to Tom Maynard, who, though a member
of the State Board of Education, is not employed by the District.

Here, Interim GC Wells and Board Counsel Poneck are lawyers who represent the District
– the client. The individual trustees are not the client; they are representatives of that client. 32

Those emails contained communications protected by the attorney-client privilege and,


therefore, fall within the scope of the PIA excepting from disclosure information
“considered to be confidential by law, either constitutional, statutory, or by judicial
decision.” 33

2. Did Trustee Weston violate any District procedures, District policies, or state law
by disseminating “confidential” emails to individuals not affiliated with the
District?

a. Operating Procedures 34

Under the Texas Education Code, it is solely the responsibility of the Board to create policy
for the District. 35 It is the District’s Superintendent’s responsibility to manage the District,
lead the District, and ensure that the Board’s policies are implemented. The Board’s
Operating Procedures supplement Board policy.

By externally circulating confidential emails, emails critical of certain of the Board’s


decisions, and emails questioning the statements, conduct, and authority of the Board
President, Trustee Weston likely violated several provisions of the District’s Operating
Procedures.

Round Rock ISD Board of Trustees Code of Ethics 36


• I will respect the majority decision as the decision of the Board.

31Although Interim GC Wells sent the email, the email contained typed signatures of both Interim GC Wells
and Board Counsel Poncek.
32 See Rule 1.12(a), Texas Disciplinary Rules of Professional Conduct.
33Abbott v. City of Dallas, 453 S.W.3d 580, 586 (Tex. App. 2014), aff'd sub nom. Paxton v. City of Dallas, 509 S.W.3d
247 (Tex. 2017) (information protected by attorney-client privilege constituted information deemed
confidential by law under Section 552.101 of the PIA).
34Operating Procedures of the Board of Trustees of the Round Rock Independent School District (As Adopted
on March 28, 2019) (the “Board Operating Procedures”).
35 See TEX. EDUC. CODE § 11.151; § 11.511; TEX. ATT’Y GEN. OP. KP-0100 (2016).
36 Page 3, Board Operating Procedures.

13
• I will not disclose information that is confidential by law or that will needlessly
harm the District if disclosed.
• I will not encourage community members to work against the district and fellow
Trustees.

For example, the August 26 email initiated by Trustee Bone challenges the Board’s August
16, 2021 decision to temporarily mandate masks and its August 24, 2021 decision to narrow
the opt-out provision for staff and students. In that email thread, Interim GC Wells and
Board Counsel Poncek each responded by providing legal analysis. Trustee Weston
indicated her position was to “put this sad and ugly chapter behind us” and that she would
“share her [rational and logical view] with everybody who asks me.” Trustee Weston then
sent another email to inform them that “I am now looping the WilCo Judge and County
Attorney into this thread because I am not being heard.” And as discussed above, that email
exchange contained information protected by the attorney-client privilege, which is
“information that is confidential by law.” Nevertheless, Trustee Weston sent the email
thread to others along with members of the community.

Similarly, the August 27 email from Interim GC Wells sent to Trustees Weston and Bone
regarding “Attorney client privileged communication re board member authority” also
contained communications protected by the attorney-client privilege. Trustee Weston
ultimately forwarded that email to Tom Maynard, who is an individual outside the District.

In addition, Trustee Weston also seemed to encourage community members to work against
the District and a decision of the Board by disseminating the above-described September 16
and September 17 emails to dozens of individuals outside the District, including several
who were Plaintiffs in pending anti-mask mandate litigation against the District. 37

Individual Board Members 38


Communications.
D. Communications by Email
Trustees who receive email communications and choose to respond in writing
shall remind the sender that the Trustee is responding only as an individual and
not on behalf of the entire Board of Trustees. The Trustee shall not make any
commitment as to the District’s position or response to the concern expressed and
shall refer the sender to the Superintendent and the Executive Director of
Communications and Community Relations so that the concern can be addressed
by the appropriate staff member.
All responses to electronic communications shall be copied to the Superintendent
and the Executive Director of Communications and Community Relations.
Inquiries, Complaints to The Board.

37 See footnotes 14 and 15, hereinabove.


38 Page 17, Board Operating Procedures.

14
A. Individual Authority for Committing the Board. Trustees as individuals shall not
exercise authority over the District, its property, or its employees. Except for
appropriate duties and functions of the Board President, an individual member
may act on behalf of the Board only with the express authorization of the Board.
Without such authorization, no individual member may commit the Board on any
issue.

Trustee Weston took a position contrary to the position of the Board in the email exchange
initiated by Trustee Bone on August 26, as well as in the emails she authored complaining
about the September 14 Board Meeting on September 16 and September 17. While there is
nothing wrong with an internal debate, those emails were forwarded to many people
outside the District. Moreover, they were sent without copying the Superintendent or the
Executive Director of Communications and Community Relations. And although she
indicated in the August 26 email that “I am only one trustee” and “[t]his is my opinion,” she
did not state that she was sending the email as individual and did not indicate that these
were not the views of the entire Board.

In addition, Trustee Weston disseminated the emails that contained confidential


information protected by the attorney-client privilege without the express authorization of
the Board.

Community Relations 39
B. A Trustee retains the right to speak to anyone as an individual but must
understand that any comment will likely be interpreted by the listener as being
an “official” statement of the Board.

Finally, in Trustee Weston’s September 16 and September 17 emails, she addressed the
authority of the Board President to have citizens removed from Board meetings, suggested
the possibility of resulting “1983 Civil Rights violations,” and disputed the assertion that
“public disruption” prevented the Board from addressing the mask requirement. And while
she certainly has the right to voice her opinion internally and to offer her perspective to
others outside the District, Trustee Weston needs to comply with Board Operating
Procedures and Board Policies. In her emails, which she sent to dozens of people, Trustee
Weston presented her position in such a way that the reader may be led to believe that she
is somehow speaking on behalf of the Board.

b. Board Policies – (LOCAL) 40

The Round Rock ISD Board Policy Manual (the “Policy Manual”) compiles the policies that
govern the District’s operations. The policies included in the Policy Manual are required by
law, required by the Texas Education Agency, recommended by the Texas Association of

39 Page 21, Board Operating Procedures.


40 Board Policies of the Board of Trustees of the Round Rock Independent School District

15
School Boards, or otherwise reflect the Board of Trustee’s statement with respect to a
particular policy area.

A (LOCAL) policy preceded by a (LEGAL) policy generally expands on or qualifies the


legally referenced provisions. A (LOCAL) policy that is not preceded by a (LEGAL) policy,
however, stands alone and “reflect[s] the Board’s intentions in areas not otherwise
addressed by law.” “Local policy versions have been created to reflect language common to
many districts and determined by the Board to be appropriate for the District.” 41

By externally circulating confidential emails, emails critical of certain of the Board’s


decisions, and emails that questioned the statements, conduct, and authority of the Board
President, Trustee Weston likely violated certain (LOCAL) provisions of the District’s Policy
Manual.

BBF (LOCAL). Board Members - Ethics.


• I will respect the majority decision as the decision of the Board.
• I will not disclose information that is confidential by law or that will needlessly harm
the District if disclosed.
• I will not encourage community members to work against the district and fellow
Trustees.

See discussion hereinabove regarding violations of the Round Rock ISD Board of Trustees
Code of Ethics. In summary, Trustee Weston disseminated emails that contained
confidential information to individuals outside the District.

BBFA (LOCAL).
Board Member Abstention Requirements. State law details disclosure and abstention
requirements of Board members who have substantial interests in business entities that
contract with the District. In addition to requirements specified in BBFA(LEGAL)
preceding, no Trustee shall, directly or indirectly:
(5) Disclose confidential information concerning property, personnel matters, or
affairs of the District, including discussions held in closed meeting, without
proper legal authorization, or use such information to advance the financial or
other private interests of self or others.

Trustee Weston disclosed confidential information related to affairs of the District when she
disseminated the August 26 email initiated by Trustee Bone that included a legal analysis of
both Interim GC Wells and Board Counsel Poneck to individuals outside the District and
when she forwarded Interim GC Wells’s August 27 email regarding “Attorney client
privileged communication re board member authority” – which also contained confidential
information protected by the attorney-client privilege – to a member of the State Board of

41 Introduction, Policy Manual.

16
Education. In each case, Trustee Weston disclosed the confidential information to
individuals outside the District without proper legal authorization.

BED (LOCAL). Board Meetings - Public Participation


Disruption. The Board shall not tolerate disruption of the meeting by members of the
audience. If, after at least one warning from the presiding officer, any individual continues
to disrupt the meeting by his or her words or actions, the presiding officer may request
assistance from law enforcement officials to have the individual removed from the
meeting.

This (LOCAL) policy addresses issues raised by Trustee Weston in her September emails
containing complaints about the events that transpired at the September 14 Board meeting
as well as the characterization of that meeting, which she then circulated externally to
numerous members of the community.

c. Board Policies – LEGAL 42

The (Legal) set of “policies” is simply a reiteration of the law. The (LEGAL) policies
are not policies adopted by the Board; rather, they are a statement of the law. To the
extent the Policy Manual has not been updated to reflect the current state of the law,
“[c]urrent law will supersede any out-of-date (LEGAL) policy.” 43

The (LEGAL) policies track the “sources of authority defining the legal context for
local school district governance and management,” including language of the U.S.
and Texas Constitutions; federal and state statutes, including the Texas Education
Code; attorney general opinions; [and] the Texas Administrative Code. 44

BBE (LEGAL). Board Members - Authority


Board Authority
The trustees as a body corporate have the exclusive power and duty to govern and
oversee the management of the public schools of the district. T EX. EDUC. CODE
11.151(b)
The board may act only by majority vote of the members present at a meeting held in
compliance with Government Code Chapter 551 (Open Meetings Act), at which a
quorum of the board is present and voting. Unless authorized by the board, a member
of the board may not, individually, act on behalf of the board. T EX. EDUC. CODE
11.051(a-1)
Access to Information
Offenses Regarding Records and Information. A person commits an offense if the
person:

42 Board Policies of the Board of Trustees of the Round Rock Independent School District
43 Introduction, Policy Manual.
44 Introduction, Policy Manual.

17
2. Distributes information considered confidential under the terms of
Government Code Chapter 552.
TEX. GOV’T CODE 552.351, .352
BBE (LOCAL). Board Members - Authority
Board Authority. The Board has final authority to determine and interpret the policies
that govern the schools and, subject to the mandates and limits imposed by state and
federal authorities, has complete and full control of the District. Board action shall be
taken only in meetings that comply with the Open Meetings Act. [See BE(LEGAL)]
Transacting Business. When a proposal is presented to the Board, the Board shall hold a
discussion and reach a decision. Although there may be dissenting votes, which are a
matter of public record, each Board decision shall be an action by the whole Board binding
upon each member.
Individual Authority for Committing the Board. Board members as individuals shall not
exercise authority over the District, its property, or its employees. Except for appropriate
duties and functions of the Board President, an individual member may act on behalf of
the Board only with the express authorization of the Board. Without such authorization,
no individual member may commit the Board on any issue. [See BDAA]

To the extent the Board determines to distribute any of the emails disseminated by Trustee
Weston or the confidential information contained therein, it would have to be authorized
by majority vote. “Unless authorized by the board, a member of the board may not,
individually, act on behalf of the board.” Trustee Weston, however, acted on her own and
without authorization.

A person violates BBE (LEGAL), which references TEX. GOV’T CODE 552.352, by distributing
information considered confidential under the terms of the PIA. As discussed hereinabove,
Trustee Weston disclosed information protected by the attorney-client privilege and
considered confidential under the PIA when she distributed the August 26 email initiated
by Trustee Bone that included legal analysis of both Interim GC Wells and Board Counsel
Poneck to individuals outside the District. She also disclosed information protected by the
attorney-client privilege and considered confidential under the PIA when she forwarded
Interim GC Wells’s August 27 email to a member of the State Board of Education.

A violation of TEX. GOV’T CODE 552.352 also constitutes official misconduct.

BE (LEGAL). Board Meetings.


A board may act only by majority vote of the members present at a meeting held in
compliance with Government Code Chapter 551, at which a quorum of the board is
present and voting. A majority vote is generally determined from a majority of those
present and voting, excluding abstentions, assuming a quorum is present. Texas Education
Code 11.051(a-1); Atty. Gen. Op. GA-689 (2009).

As noted in BBE (LEGAL), to the extent the Board determines to distribute any of the emails
disseminated by Trustee Weston or the confidential information contained therein, it would
have to be authorized by majority vote. That is, the Board may act only by majority vote.
Unless authorized by the board, therefore, neither Trustee Weston nor any other individual

18
trustee could take that action. Trustee Weston, however, acted on her own and without
authorization.

GBA (LEGAL). Public Information Program - Access to Public Information.


Right of Access to Public Information
Public information is available, at a minimum, to the public during a district’s normal
business hours. TEX. GOV’T CODE 552.021
Confidential Information Under the Public Information Act or Other Law.
A person commits a misdemeanor offense if the person distributes information
considered confidential under the terms of the PIA. A violation of this section also
constitutes official misconduct. TEX. GOV’T CODE 552.352. 45
Information Excepted from Disclosure
Confidential by Law. Information is excepted from public disclosure if it is
information considered to be confidential by law, either constitutional, statutory, or
by judicial decision. TEX. GOV’T CODE 552.101
Information Relating to Litigation. Information is excepted from public disclosure if
it is information relating to litigation of a civil or criminal nature to which a district is,
or may be, a party or to which an officer or employee of the district, as a consequence
of the office or employment, is or may be a party, but only if the litigation is pending
or reasonably anticipated at the time the district’s public information officer receives
the request. TEX. GOV’T CODE 552.103
Attorney–Client Information. Information is excepted from public disclosure if it is
information a district’s attorney is prohibited from disclosing because of a duty to the
district under the Texas Rules of Evidence or the Texas Disciplinary Rules of
Professional Conduct or information that a court order has prohibited from
disclosure. TEX. GOV’T CODE 552.107

A person violates GBA (LEGAL), which references T EX. GOV’T CODE 552.352, by distributing
information considered confidential under the terms of the PIA. As discussed hereinabove,
Trustee Weston disclosed information protected by the attorney-client privilege and
considered confidential under the PIA when she distributed the August 26 email initiated
by Trustee Bone that included legal analysis of both Interim GC Wells and Board Counsel
Poneck to individuals outside the District and when she forwarded Interim GC Wells’s
August 27 email to a member of the State Board of Education. Further, information relating
to litigation, which existed at the time Trustee Weston distributed the emails, should also be
considered confidential and not be disclosed.

45 TEX. GOV’T CODE 552.352. Distribution or Misuse of Confidential Information. (a) A person commits an
offense if the person distributes information considered confidential under the terms of this chapter . . . . (b)
An offense under this section is a misdemeanor punishable by: (1) a fine of not more than $1,000; (2)
confinement in the county jail for not more than six months; or (3) both the fine and confinement. (c) A violation
under this section constitutes official misconduct.

19
A violation of GBA (LEGAL), which references T EX. GOV’T CODE 552.352, also constitutes
official misconduct.

BBC (LEGAL). Board Members - Vacancies and Removal From Office


Involuntary Removal from Office
Removal by Petition and Trial.
Reasons for Removal. A board member may be removed from office for: . . . (2)
“Official misconduct,” which means intentional, unlawful behavior relating to official
duties by a board member entrusted with the administration of justice or the
execution of the law. The term includes an intentional or corrupt failure, refusal, or
neglect of a board member to perform a duty imposed on the board member by law.
Tex. Const., Art. V, Sec. 24; Local Gov’t Code 87.011, .012(14), .013.

As noted above, a violation of GBA (LEGAL) constitutes official misconduct. If Trustee


Weston violated GBA (LEGAL) by distributing information considered to be confidential
under the terms of the PIA, that violation may be considered official misconduct. Moreover,
a violation of GBA (LEGAL) could, therefore, be a reason for removal.

3. What options are available to the Board to prevent an individual trustee’s


disclosure of otherwise internal confidential, attorney-client privileged
information outside the District?

a. Limiting trustee’s access to records reflecting attorney-client privileged


communications.

As a preliminary matter, the Board should consider limiting the ability of individual trustees
to seek and obtain legal opinions from the District’s attorneys. An attorney for an
organization represents only the organizational entity, not its individual officers and
employees. Accordingly, no individual trustee has the right to demand that the District’s
attorneys respond to legal questions absent such authority given to an individual trustee by
Board Policy and Operating Procedures. To avoid situations where an attorney for the
District is required to provide legal advice regarding the District’s legal position on any
given topic to a trustee who may willfully disseminate such information outside the District
and potentially compromise the District’s position in pending or contemplated litigation,
the District should limit the authority to seek such advice to the Board President. The Board
President may then determine how the advice shall be communicated to the remainder of
the Board.

Section 11.1512(c) of the Texas Education Code grants trustees, “when acting in the
member’s official capacity . . . [access] to information, documents, and records maintained
by the district[.]” 46 A trustee might argue that this statute gives the trustee the right to
review communications between the Board President and the District’s attorney. The statute

46 TEX. EDUC. CODE § 11.1512(c) (emphasis added).

20
specifically states, however, that the District may withhold a record that “is excepted from
disclosure or is confidential under” the Public Information Act.

As previously discussed, attorney-client communications are “confidential” within the


meaning of the PIA. Though the District’s attorney is providing advice to the District itself
– through the Board President – and the trustee is a member of the board, the District’s
attorney is not providing individual representation to the trustee and the District may –
through its authorized representative, here, the Board President – determine to withhold
the record from an individual trustee. This is especially true when the individual trustee is
not acting in the trustee’s “official capacity.” Whether a trustee is acting in the trustee’s
official capacity or individual capacity is often a gray area, but where the trustee has shown
a past history, or present intent, of disseminating attorney-client communications to the
District’s adversaries in litigation (presumably with the intent to undermine or castigate the
District’s legal position), the trustee is very likely acting in the trustee’s individual capacity,
i.e., the trustee’s individual desire to negatively affect the District’s official legal position, as
approved by the majority of the board. Accordingly, in the Firm’s view, the District may
restrict a trustee’s access to attorney-client privileged records where those records are
“confidential” under the PIA or where the trustee is seeking the records in the trustee’s
individual capacity.

b. Excluding trustee from executive session where attorney-client advice is


sought on a topic and the trustee has previously disseminated attorney-
client communications to the District’s adversaries in litigation.

As discussed above, while the District may legally withhold certain attorney-client records
from individual trustees, this does not address the risk that a trustee may attend an
executive session where legal advice is orally sought and obtained, and the trustee then
disseminates that advice in a manner designed to contravene the District’s legal position.
Trustees have a right to attend both open and closed sessions of the board and excluding a
trustee from any portion of a meeting should be approached with caution.

The Texas Attorney General, however, has stated that a school board may exclude from
closed session another trustee who has instigated litigation against the other board members
when the closed session was for the purpose of discussing the litigation. 47 As the Attorney
General noted, “[w]hen one member’s disagreement with the board leads him to invoke the
adversary system of justice against the rest of the board, there is little likelihood that a
composite judgment on the matter can be reached through discussion.” 48 “Admitting the
plaintiff board member to such attorney-client conferences would moreover undermine the
common law and statutory protection given attorney-client communications and

47 TEX. ATT’Y GEN. OP. No. JM-1004.


48 Id.

21
compromise the efficacy of the adversary system of justice.” 49 The Attorney General
stressed, however that this ruling was based solely on the facts before it. 50

To the Firm’s knowledge, neither the Attorney General or the courts have addressed a
situation where the excluded trustee is not a party to the litigation being discussed in closed
session, but rather has previously expressed a negative view of the district’s litigation
position and, moreover, previously exposed attorney-client communications on the topic of
the litigation to the school district’s litigation adversaries. The rational contained in JM-1004
would arguably apply to this situation. The most conservative approach, however, would
be to seek an Attorney General opinion on the topic before making the decision to exclude
the trustee from closed session.

c. Censure

Under the Board’s Operating Procedures, the Board could, of course, move to censure the
offending trustee for disclosing confidential information. While this may have the effect of
preventing future disclosures, it could end up with the opposite result; in other words, it
may simply aggravate the situation.

The Firm, however, is without sufficient information about the Board and individual
trustees and, therefore, is not in a position to address that issue. The Firm notes, however,
that if censure is pursued, the Board should be careful to follow its existing Operating
Procedures, as the trustee in question has previously initiated litigation when censured.

Moreover, if censure is initiated, the Firm recommends that the censure take the form of an
oral or written reprimand as opposed to actions that attempt to “strip” the trustee of aspects
of the trustee’s office. In Houston Community College Sys. v. Wilson, the United States
Supreme Court recently stated that governing bodies may publicly censure one of their own
members without violating the First Amendment when the censure is simply a criticism of
the member’s conduct. 51 The Court noted that the censure was not accompanied by any
action that prevented the member from performing his job, denied him any privilege of his
office, or otherwise defamed him. 52 It expressed no opinion on whether a censure
accompanied by these more tangible detriments would survive First Amendment scrutiny.
Accordingly, the most conservative approach would be to limit censure to a reprimand, or
critique, of the trustee’s conduct.

49 Id.
50 Id.
51 2022 WL 867307 (U.S. 2022).
52 Id. at *6.

22
General opinion regarding applicable portions of the referenced statutes. Please understand that I do not believe
any mask mandates by local school boards should in anyway place teachers or local administrators in harm’s
way for a criminal complaint. These employees of a school district would merely be a component of the actions
of their school board members. Meaning, the complaints – if any – should be directed to the decision makers on
the local governing body. The only time a teacher or administrator should be named is if the governing body
did not mandate masks, but instead an individual teacher or administrator, acting on their own required the
masks.

The County Attorney’s office is not an investigative agency. Those sending information to the email address
listed may at some point be forwarded to their local law enforcement agency to file the complaint. The above
email address is intended to enlighten this office as to what is occurring in our local communities and see if
there are any potential violations of the law. If this office determines that a law potentially was violated (legal
sufficiency) then a report of the facts to prove that may be needed to be reported to law enforcement by the
individual. If you wish to file a criminal complaint directly with your local law enforcement, feel free to make
that decision. I do not want to add an additional step; however, this is a unique situation that I wish to
understand better from a criminal legal perspective and any information from the community will be helpful.

Respectfully,

Dee Hobbs
County Attorney
Williamson County, Texas

See Attachment
Exhibit 7

Text Messages Between


Weston and Jeffrey Cottrill
Exhibit 8

Accepted - Meeting - RRISD


Trustees @ Fri Sep 10, 2021
2pm - 3pm CDT
Exhibit 9

Open Records Request - Text


Messages between Trustees
Bone, Weston, and various
TEA employees (TPIA
2023-173)
Exhibits 10, 11, 12, 13, 14

TPIA 2023-173
Gmail - TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

Jack Chiles

TPIA 2023-173
1 message

Open Records <open_records@roundrockisd.org> Tue, Oct 25, 2022 at 2:34 PM


To: Jack Chiles

As there is no responsive information regarding your request cited below, we will close this file.

please provide all available text messages discussing district business sent or received by the following
individuals :

. Trustee Danielle Weston


. Trustee Mary Bone

Which were exchanged with the following parties:

. David Faltys
. Jeffrey Cottrill
. Garrett Black
This request should cover from 1 July 2021 to the current date (13 Oct 2022).

Sincerely,

Open Records & Legal Services Department

open_records@roundrockisd.org

Round Rock ISD

1311 Round Rock Ave

Round Rock, TX 78681

512-428-7982 (Office)

512-464-5956 (Fax)

1 of 1 8/11/2023, 2:08 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

On Tue, Oct 25, 2022 at 2:34 PM Open Records <open_records@roundrockisd.org> wrote:


As there is no responsive information regarding your request cited below, we will close this file.

please provide all available text messages discussing district business sent or received by the following
individuals :

. Trustee Danielle Weston


. Trustee Mary Bone

Which were exchanged with the following parties:

. David Faltys
. Jeffrey Cottrill
. Garrett Black
This request should cover from 1 July 2021 to the current date (13 Oct 2022).

Sincerely,

Open Records & Legal Services Department

2 of 3 8/11/2023, 2:08 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

open_records@roundrockisd.org

Round Rock ISD

1311 Round Rock Ave

Round Rock, TX 78681

512-428-7982 (Office)

512-464-5956 (Fax)

3 of 3 8/11/2023, 2:08 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

Jack Chiles

Re: TPIA 2023-173


1 message

Jack Chiles Wed, Nov 2, 2022 at 10:29 AM


To: Open Records <open_records@roundrockisd.org>
Bcc:

Following up on this.

Please be aware that I have substantially more messages in hand that Trustee Weston has apparently failed to submit
or is actively concealing.

Thank you!

On Tue, Oct 25, 2022, 2:45 PM Jack Chiles wrote:


Please be aware that Trustee Weston has repeatedly communicated with Jeffrey Cottrill on multiple occasions
regarding district business, and as such, has provided incorrect information to RRISD legal services.

The image below, provided courtesy of TEA, is a sample of such communications. There are substantially more in
my possession at present.

As such, I must respectfully request that this request be reopened and that she - in writing - attest that she has not
conducted or discussed district business with any of the individuals named above via text messages. If she declines
to provide such or states that further inquiries will be treated as harassment (as she has previously done), please
inform me.

Thank you!

1 of 3 8/11/2023, 2:10 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

On Tue, Oct 25, 2022 at 2:34 PM Open Records <open_records@roundrockisd.org> wrote:


As there is no responsive information regarding your request cited below, we will close this file.

please provide all available text messages discussing district business sent or received by the following
individuals :

. Trustee Danielle Weston


. Trustee Mary Bone

Which were exchanged with the following parties:

. David Faltys
. Jeffrey Cottrill
. Garrett Black
This request should cover from 1 July 2021 to the current date (13 Oct 2022).

Sincerely,

Open Records & Legal Services Department

2 of 3 8/11/2023, 2:10 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

open_records@roundrockisd.org

Round Rock ISD

1311 Round Rock Ave

Round Rock, TX 78681

512-428-7982 (Office)

512-464-5956 (Fax)

3 of 3 8/11/2023, 2:10 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

Jack Chiles

Re: TPIA 2023-173


1 message

Jack Chiles Mon, Nov 7, 2022 at 6:43 PM


To: Open Records <open_records@roundrockisd.org>

Following up on this again.

If Trustee Weston has stated that she has no responsive materials and continues to do so, please provide those
communications. If appropriate, I will submit a separate ORR for those.

Thanks again, and happy early election day!

On Wed, Nov 2, 2022 at 10:29 AM Jack Chiles wrote:


Following up on this.

Please be aware that I have substantially more messages in hand that Trustee Weston has apparently failed to
submit or is actively concealing.

Thank you!

On Tue, Oct 25, 2022, 2:45 PM Jack Chiles wrote:


Please be aware that Trustee Weston has repeatedly communicated with Jeffrey Cottrill on multiple occasions
regarding district business, and as such, has provided incorrect information to RRISD legal services.

The image below, provided courtesy of TEA, is a sample of such communications. There are substantially more in
my possession at present.

As such, I must respectfully request that this request be reopened and that she - in writing - attest that she has
not conducted or discussed district business with any of the individuals named above via text messages. If she
declines to provide such or states that further inquiries will be treated as harassment (as she has previously
done), please inform me.

Thank you!

1 of 3 8/11/2023, 2:11 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

On Tue, Oct 25, 2022 at 2:34 PM Open Records <open_records@roundrockisd.org> wrote:


As there is no responsive information regarding your request cited below, we will close this file.

please provide all available text messages discussing district business sent or received by the following
individuals :

. Trustee Danielle Weston


. Trustee Mary Bone

Which were exchanged with the following parties:

. David Faltys
. Jeffrey Cottrill
. Garrett Black
This request should cover from 1 July 2021 to the current date (13 Oct 2022).

Sincerely,

Open Records & Legal Services Department

2 of 3 8/11/2023, 2:11 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

open_records@roundrockisd.org

Round Rock ISD

1311 Round Rock Ave

Round Rock, TX 78681

512-428-7982 (Office)

512-464-5956 (Fax)

3 of 3 8/11/2023, 2:11 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

Jack Chiles

Re: TPIA 2023-173


1 message

Open Records <open_records@roundrockisd.org> Thu, Nov 10, 2022 at 4:32 PM


To: Jack Chiles

Mr. Chiles,

Our Staff Attorney, Jacob Woolston, confirmed that there is no responsive information to your request.

Sincerely,

Open Records & Legal Services Department

open_records@roundrockisd.org

Round Rock ISD

1311 Round Rock Ave

Round Rock, TX 78681

512-428-7982 (Office)

512-464-5956 (Fax)

On Mon, Nov 7, 2022 at 6:43 PM Jack Chiles wrote:


Following up on this again.

If Trustee Weston has stated that she has no responsive materials and continues to do so, please provide those
communications. If appropriate, I will submit a separate ORR for those.

Thanks again, and happy early election day!

On Wed, Nov 2, 2022 at 10:29 AM Jack Chiles wrote:


Following up on this.

Please be aware that I have substantially more messages in hand that Trustee Weston has apparently failed to
submit or is actively concealing.

Thank you!

On Tue, Oct 25, 2022, 2:45 PM Jack Chiles wrote:


Please be aware that Trustee Weston has repeatedly communicated with Jeffrey Cottrill on multiple occasions
regarding district business, and as such, has provided incorrect information to RRISD legal services.

The image below, provided courtesy of TEA, is a sample of such communications. There are substantially more

1 of 3 8/11/2023, 2:11 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

in my possession at present.

As such, I must respectfully request that this request be reopened and that she - in writing - attest that she has
not conducted or discussed district business with any of the individuals named above via text messages. If she
declines to provide such or states that further inquiries will be treated as harassment (as she has previously
done), please inform me.

Thank you!

On Tue, Oct 25, 2022 at 2:34 PM Open Records <open_records@roundrockisd.org> wrote:


As there is no responsive information regarding your request cited below, we will close this file.

please provide all available text messages discussing district business sent or received by the following
individuals :

. Trustee Danielle Weston


. Trustee Mary Bone

Which were exchanged with the following parties:

. David Faltys
. Jeffrey Cottrill
. Garrett Black

2 of 3 8/11/2023, 2:11 PM
Gmail - Re: TPIA 2023-173 https://mail.google.com/mail/u/0/?ik=4e9c1c50e2&view=pt&search=a...

This request should cover from 1 July 2021 to the current date (13 Oct 2022).

Sincerely,

Open Records & Legal Services Department

open_records@roundrockisd.org

Round Rock ISD

1311 Round Rock Ave

Round Rock, TX 78681

512-428-7982 (Office)

512-464-5956 (Fax)

3 of 3 8/11/2023, 2:11 PM
Exhibit 15

6 January 2023 Grievance Packet

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