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Total Credits: 3 Board of School Administrators Credit(s), 3 MASBO Credit(s)
Tags: Events Tax Levy Workshop
The 2026 Tax Levy Workshop covers basic information about the levy and highlights important changes for this year. Remember to have your 2026 Payable 2027 Levy Limitation and Certification available for the workshop.
Agenda
Welcome & Introductions
General Information
- School Finance Contacts and Levy Certification Calendar
- Referendum Calendar
- Statewide Tax Base & Levy Trends
- Truth in Taxation
MDE Website Review
Levy Certification Data Collection & Submission Portals
- Summer Levy System Review
- ADM WE
- Health & Safety Reporting System
Levy Certification Walk Through
- Property Valuation & Pupil Data
- Initial Computations by Fund
- Adjustments by Fund
- Other Adjustments: Abatement, Offset, Taconite
- Levy & Aid Summary
- Total Limitation Summary & Limitation Components
Final Thoughts & Questions
Completion Criteria
To complete this workshop and receive the three MASBO and BOSA credits, you must attend at least 90% of the seminar to be marked complete. Archives of the live webinar will be made available following the event and can be watched to receive credit, as well.
| Pay 2027 LevyOverviewReport -For MASBO (3.9 MB) | Available after Purchase | ||
Jason has worked at MDE for the past three years as the levy coordinator. Prior to that, he spent 20 years in the U.S. Air Force. With the last seven year of his career, identifying the required manning in each career field to aid in developing the Air Force's and Department of Defense's annual budgets.
Daley Lehmann has experience managing and analyzing public sector budgets and financial operations, with a proven track record in developing annual budgets, managing municipal debt, developing policies, analyzing capital financing, and evaluating department budgets. He also has knowledge of statistical, financial, and research methods.
