Assigned to ED                                                                                                                                      FOR COMMITTEE

 

 


 

ARIZONA STATE SENATE

Phoenix, Arizona

 

CORRECTED

FACT SHEET FOR S.B. 1086

 

schools; overrides; computation of limit

 

Purpose

 

Retroactive to July 1, 2000, eliminates maximum override limits for a unified school district that is in the seventh year of a revenue control limit budget override where the override is not funded from property taxes.

 

Background

 

Current law allows voters in a school district to vote for the adoption of a budget in excess of the revenue control limit. Additionally, the maximum budget override amount is ten percent, notwithstanding any supplemental guidelines.

 

Current statute requires school districts to phase down budget override amounts during the last two years of an override. During the sixth year, the district receives two-thirds of the original percentage approved for the budget override, losing an additional third of that original percentage in the seventh year (ARS 15-481).

 

According to the Arizona Department of Education, Chinle Unified School District (Chinle USD) is the only district affected by S.B. 1086. In 1995, the voters in Chinle USD approved two budget overrides:  a ten percent maintenance and operation override, and a five percent K-3 override. These overrides were approved for a period of seven years, beginning with FY 1995-1996. These overrides are not funded by revenues from property tax but from state, county and federal impact aid.

 

 Due to an administrative oversight, Chinle USD did not request an election to renew its override in FY 1999-2000 or FY 2000-2001, according to the school district. As a result, the school district, unaware of the budget reduction when adopting its budget for the last two years, expended the school budget beyond capacity by approximately $700,000 last year and is required to cut its budget by $1.4 million to compensate for the expenditure beyond capacity in this school year. According to current statute, when a school district overspends its budget in the prior year, the school district must also reduce the current year’s budget to reflect the previous year’s over-expenditure. As a result, Chinle USD would be required to reduce this year’s budget by $2.1 million.

 

S.B. 1086, retroactive to July 1, 2000, eliminates the override phase-down for school districts that are in the seventh year of the budget override where overrides are not funded by property taxes within the school district. This bill has no estimated fiscal impact to the state general fund, according to the Joint Legislative Budget Committee staff fiscal note.

 

Provisions

 

1.      Exempts a unified school district in the seventh year of a revenue control limit budget override where revenues are not funded by property taxes from budget override decreases during FY 2000-2001 and FY 2001-2002 when the following apply:

 

(a)    The original overrides approved by voters of the school district were for the maximum percentage available when the overrides were approved.

(b)   At least 75 percent of the voters of the school district approved the override.

(c)    The school district did not request, and the voters did not disapprove, to renew either of the budget overrides.

 

2.      Contains a retroactive effective date of July 1, 2000.

 

 

Prepared by Senate Staff

February 7, 2002