1. (Its more complicated than ever)
Levy Planning
(Its more complicated than ever)
Presented by Jacob WASA Winter Conference

2. 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)

3. 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

4. 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

5. Current Levy Authority Examples

6. Internal Levy Package Tools

7. Internal Levy Package Tools

8. » What’s an “Enrichment”

9. 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 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

10. Value Proposition Continued:
Dual Language 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

11. OSPI Pre-Ballot Approval Document

12. PROPOSITION NO. I
ISSAQUAH SCHOOL DISTRICT NO REPLACEMENT FOR EDUCATIONAL PROGRAMS AND OPERATIONS
LEVY
The Board of Directors of Issaquah School District adopted Resolution No 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

13. 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

14. QUESTIONS, THOUGHTS?