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Levy & Local Effort Assistance Technical Working Group

Final Report - July 12, 2011

• Entire document - (8.5M)
• Executive Summary
• Table of contents, Introduction, Part 1
• Part 2
• Part 3
• Technical Appendix Option 1
• Technical Appendix Option 2
• Technical Appendix Option 3
• Technical Appendix Option 4
• Summary of Final Report - Presentation to the Quality Education Council

Purpose

Authorized by Section 6 of Chapter 235, Laws of 2010 (SHB 2776), the Levy and Local Effort Assistance Technical Working Group is charged with the following duties:

• Develop options for a new system of supplemental school funding through local school levies and local effort assistance;
• Recommend a phase-in plan so no school district suffers a decrease in funding due to implementation of the new system of supplemental funding;
• Examine local school district capacity to address facility needs associated with phasing in full day kindergarten and K-3 class size reductions; and
• Provide the Quality Education Council with analysis on the potential use of local funds that may become available for redirection due to increased state funds for pupil transportation and maintenance, supplies and operating costs.

Additional subgroups may be formed to address the above topics. The local funding technical working group members were appointed in April, 2010. They are required to report findings to the Legislature by June 30, 2011.

• 02/04/11 - Letter from levy working group to members of the Legislature

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Meetings

The working group will meet monthly (see schedule) at the Puget Sound Educational Service District in Renton, WA or the Cherberg Building on the Capital Campus in Olympia, WA (get directions to Capitol Campus).

February 25, 2011

• Agenda
• Presentations:
  • Per Pupil Discussion
  • House Bill Report: HB 1814
  • House Bill Report: HB 1815
  • Educational System Capacity to Accommodate Increased Resources (OSPI Presentation)
  • Maps
  • Data Run of 2011 Levy Authority and $3,000 Per Student Proposal (PDF | Excel)

January 21, 2011

• Agenda
• Presentations:
  • Students and Levy Authority Transfers: Who is in? Who is Out?
  • Governor’s Proposal for Restructuring Levy Equalization for 2011-13
  • Calendar Year 2012 LEA Proposal Detail
  • David Iseminger's Presentation and DRAFT Education Finance Plan

November 18, 2010

• Agenda
• Presentations:
  • DRAFT Per-Pupil Levy Model
  • DRAFT Vermont Concept Applied to Washington state
  • Senate Bill 6858: Providing for ample state funding for basic education

September 24, 2010

• Agenda
• Presentations:
  • Draft Proposal: Levy Authority Calculated on Per-Student Model
  • Unpacking the Levy Base & Levy Authority

August 27, 2010

• Agenda
• Presentations:
  • A Levy Equalization Primer
  • Unpacking the Levy Base & Levy Authority

July 23, 2010

• Agenda
• Summary
• Presentations:
  • Property Tax Levies
  • Levy and Local Effort Assistance Policy Map
  • Levy and Local Effort Assistance Policy Visual
  • Draft Scorecard
  • Test Proposal 1
  • Test Proposal 2
  • Appendix 1, 2, 3

June 14, 2010

• Agenda
• Summary
• Presentations:
  • Implications of 2776: New Basic Education Funding Formula
  • Idea Grab Bag: K-12 Finance Concepts, Ideas from Other States, & Legislative Proposals

May 21, 2010

• Agenda
• Summary
• Work Plan: Timeline & Guiding Questions & Topics
• Presentations:
  • Levy and Local Effort Assistance Technical Working Group (Introduction & Statutory Charge)
  • Local Maintenance & Operations Levy and Local Effort Assistance: How it Works and A Brief History
  • Levy Authority Example
  • Education Reform Enhancements and Levy Capacity

Members

List of Members

Partners

• Quality Education Council
• K-12 Funding Formula Technical Working Group

Resources & Prior Studies

School District Property Tax Information

• School District Property Tax Levies (2009 Collections), Office of the Superintendent of Public Instruction

Washington State Property Tax Information

• State School Levy Property Tax Tip Sheet, Department of Revenue
• Property Tax Statistics 2009, Department of Revenue
• Property Tax Section of the Department of Revenue Tax Reference Manual 2010

Prior Studies on Local Effort Assistance/Levy Equalization

• Final Report, Joint Task Force on Local Effort Assistance, December 2002
• Levy Equalization Study, December 1997, Senate Ways & Means Committee and House Appropriations Committee