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Agenda 06/25/2024 Item #16F 5 (District School Board of Collier County - General Election ballot)06/25/2024 EXECUTIVE SUMMARY Recommendation to consider the District School Board of Collier County request to place an item on the November 5, 2024, General Election ballot for a tax neutral funding shift of capital budget funds to operating budget. OBJECTIVE: To consider the School Boards request for a ballot measure on the November 5, 2024 General Election ballot to shift funding from its capital budget to its operating budget. CONSIDERATIONS: At the April 9, 2024 meeting of the District School Board of Collier County, the School Board voted to approve attached Resolution 24-1 directing the County Commission, pursuant to F.S. 1011.73(2), to place an item on the November 5, 2024 General Election ballot for electors within the school district to approve a change to the ad valorem tax distribution. The current State funding formula does not allow Collier County Public Schools (CCPS) flexibility between operation funds and capital funds. This ballot initiative would allow the School Board to address an anticipated budget need through a tax-neutral funding shift of capital budget funds to its operating budget. In 2020 the Collier County voters authorized CCPS to reduce Up to .35 mill in capital taxes and increase up to .35 mill in operating tax (tax-neutral). This funding began supporting CCPS operations in July 2021 and is currently in its final year. Similar referendums were approved by the voters in 2008 and 2012. The current referendum is being requested to continue the flexible use of capital funds "in order to recruit, support and retain highly effective instructional and non-instructional staff and maintain high quality academic programs." The referendum lays out the following ballot language: ContinueTax-Neutral Flexible Funding for Collier County Public Schools Beginning July 2025, for up to four years, Collier County Public Schools shall be provided with continued tax-neutral flexible funding to (a) reduce ad valorem taxes up to .35 mills for capital funding; (b) add up to .35 mills of ad valorem taxes for operating funding; (c) provide charter schools with their proportionate share. This referendum will support high-quality staff and academic outcomes; all without increasing taxes. Yes ___ No ___ FISCAL IMPACT: There is no immediate fiscal impact associated with this Executive Summary. GROWTH MANAGEMENT IMPACT: There are no Growth Management Impacts associated with this Executive Summary LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, raises no legal issues with respect to the request, and requires majority vote for approval. No opinion is being given with respect to the form or legality of the ballot initiative itself, which has been reviewed and approved by counsel to the School Board. - JAK RECOMMENDATION: To consider the District School Board of Collier County request to place an item on the November 5, 2024, General Election ballot for a tax neutral funding shift of capital budget funds to operating budget. Prepared by: Geoff Willig, County Manager's Office Management Analyst II ATTACHMENT(S) 1. [Linked] FS 1011.73 (DOCX) 2. School Board Resolution 24-1 (PDF) 3. School Board presentation (PDF) 16.F.5 Packet Pg. 1512 06/25/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.F.5 Doc ID: 29212 Item Summary: Recommendation to consider the District School Board of Collier County request to place an item on the November 5, 2024, election ballot for a tax neutral funding shift of capital budget funds to operating budget. Meeting Date: 06/25/2024 Prepared by: Title: Management Analyst II – County Manager's Office Name: Geoffrey Willig 06/19/2024 11:49 AM Submitted by: Title: Deputy County Manager – County Manager's Office Name: Amy Patterson 06/19/2024 11:49 AM Approved By: Review: County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 06/19/2024 11:56 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 06/19/2024 12:04 PM Office of Management and Budget Christopher Johnson OMB Reviewer Completed 06/19/2024 2:12 PM County Manager's Office Amy Patterson Level 4 County Manager Review Completed 06/19/2024 3:44 PM Board of County Commissioners Geoffrey Willig Meeting Pending 06/25/2024 9:00 AM 16.F.5 Packet Pg. 1513 16.F.5.bPacket Pg. 1514Attachment: School Board Resolution 24-1 (29212 : School Board Referendum) 16.F.5.bPacket Pg. 1515Attachment: School Board Resolution 24-1 (29212 : School Board Referendum) 16.F.5.bPacket Pg. 1516Attachment: School Board Resolution 24-1 (29212 : School Board Referendum) 16.F.5.bPacket Pg. 1517Attachment: School Board Resolution 24-1 (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1518Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1519Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1520Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1521Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1522Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1523Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1524Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1525Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1526Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1527Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1528Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1529Attachment: School Board presentation (29212 : School Board Referendum) 16.F.5.cPacket Pg. 1530Attachment: School Board presentation (29212 : School Board Referendum)