(Its more complicated than ever) Levy Planning (Its more complicated than ever) Presented by Jacob Kuper @ WASA Winter Conference 1-28-2019

Overview of the Presentation Running a Levy: Committee or No Committee? What measures? (When and for what Duration) What’s my authority? What are you $2500 or $1.50 Estimating Authority Building in inflation Projecting AV Policy Changes? I thought Schools were fully funded? What's an enrichment Levy? The need for a value proposition Lessons learned from Issaquah: (barely passed a 2 year “Enrichment Levy” in 2018) 69.3% approval in 2014 and 51.3% in the 2018 election (An 18% Decline)

Committee or No Committee & What are you planning on taking to the Voters? Decision 1: Citizen Committee and what measures are you running (and when)? Citizen/District Committee Part of your culture or not? Allows for vetting by “community” prior to the Board Vote Who’s committee (Board or Superintendent) Committee needs clear charter Decision 2: What is the in the “package” Just an Enrichment (M &O/EP & O), capital/tech, trans, bond, etc. Create a “SpringBoard Proposal” to begin work Committee Example in Issaquah

What’s my levy authority? Are you $2500 or $1.50? OSPI Provides Tools You internally need to do your own math You have better AV trend data You have enrollment growth estimates You know what your “total taxes” are currently and what your community may approve Build in capacity? Yes, if you can…you have to take into account inflation, Assessed Value changes and most important and difficult “Policy” Changes from the Legislature

Current Levy Authority Examples

Internal Levy Package Tools

Internal Levy Package Tools

» What’s an “Enrichment”

THE VALUE PROPOSITION: (Can be framed as additive or deductive) What would the District do with Additional Funding? Spring Board Proposal for Additional Funding: Increased Mental Health and Counseling Services An estimated $700,000 for Additional Mental Health Counselors (Secondary) An estimated $750,000 Emotional/Mental Health Support for K‐5 (Full Time Counselors) An estimated $400,000 for Additional Academic Counselors at High Schools Increased Instructional Offerings and Lengthened Staff Day: 7th Period Day @ High Schools An estimated $5,000,000 for additional staff An estimated $2,000,000 for ½ hour Increased Staff Day by ½ hour grades K‐8 An estimated $6,000,000 Increased Academic Student Interventions: (K‐12) An estimated $2,000,000

Value Proposition Continued: Dual Language Program @ Elementary An estimated $1,000,000 (Staff, Training, and Curriculum) Equity and Family Engagement: An Estimated $450,000 increase Operational Needs: Custodial, Maintenance, Food Service, Security, Bus, Warehouse An estimated $1,500,000 Early Learning Opportunities: An estimated initial investment of $500,000 Teacher Mentoring/Onboarding Program: An estimated $1,250,000 General Wage and Inflationary Growth: $6 to 8 million per year. TOTAL: $27.5 to $29.5million

OSPI Pre-Ballot Approval Document

PROPOSITION NO. I ISSAQUAH SCHOOL DISTRICT NO. 411 REPLACEMENT FOR EDUCATIONAL PROGRAMS AND OPERATIONS LEVY The Board of Directors of Issaquah School District adopted Resolution No. 1106 authorizing a renewal educational operations enrichment levy. To continue high quality academic programs that are eligible activities and not state funded, this proposition authorizes the District to levy the following excess taxes, on all taxable property within the District: Approximate Collection Levy Rate/$1,000 Levy Years Assessed Value Amount 2019 $1.13 $36,300,000 2020 Sl.33 $44,900,000 fillas provided in Resolution # 1106 and subject to legal limits on levy amounts and rates at the time of levy. Should this proposition be approved? YES .................................... D NO...................................... D

Lesson Learned from Issaquah’s 2018 Election Clear messaging on tax rate and use of funds (Either what the District will lose or gain) Explaining the State McCleary Fix muddled our message Give your campaign committee time…(if you have one) Use this an opportunity to engage community Never take your community support from the past for granted

QUESTIONS, THOUGHTS?