Okaloosa County School Board — Workshop Meeting, March 9, 2026 — reading text

Documentation concerning these items have been provided to all Board members and the public in advance to assure an extensive and thorough review. Items may be removed from the consent agenda at the request of any board member. 7. Consent Agenda Subject : 7.8 Budget Amendment #5 - Fiscal Year 2025-2026, presented by Julie Perry, Chief Financial Officer, and recommended by the Superintendent for approval. Meeting : Mar 9, 2026 - Workshop Meeting Type : Action (Consent) Preferred Date : Mar 09, 2026 Absolute Date : Mar 09, 2026 Fiscal Impact : Yes Dollar Amount : $1,595,413.92 Budgeted : Yes Budget Source : Various - See Attached Budget Amendment Recommended Action : Motion to approve Budget Amendment #5 - Fiscal Year 2025- 2026. Public Content On September 8, 2025, the School Board adopted the budget for fiscal year 2025-2026. As the fiscal year progresses, we ask the School Board to amend the budget to more accurately reflect estimated revenues and appropriations. The amendments are results of various factors including: increases or decreases in estimated revenues to more accurately reflect revenues, and increases or decreases in appropriations to more accurately reflect estimated expenditures and/or better utilize funds for schools, departments, and projects. These amendments facilitate district operations to occur in a positive manner. These amendments properly reflect the estimated revenue and appropriations. The amendments show the estimated revenue and appropriations for each fund and provide a description of the amendments. Required by S.B.E. rule 6A-1.006. New Revenue Appropriated/(Adjusted) During the Month of January 2026: Fund Name Fund No. Amount General Fund 1010 $ 609,417.39 Debt Service Funds 2xxx 103.71 Capital Project Funds 3xxx 503,415.21 Other Special Revenue Funds - Federal 42xx 438,420.00 Other Special Revenue Funds - Miscellaneous (Internal Funds) 49xx 0.00 Other Special Revenue Funds - School Food Service 5020 15,895.85 Internal Service Funds (Self-Insured Medical) 7xxx 28,161.76 Total - All Funds $1,595,413.92 File Attachments !BA 05 - Jan 2026.pdf (887 KB) Consent Our adopted rules of Parliamentary Procedure, Robert's Rules, provide for a consent agenda listing several items for approval of the Board by a single motion. Documentation concerning these items have been provided to all Board members and the public in advance to assure an extensive and thorough review. Items may be removed from the consent agenda at the request of any board member. 7. Consent Agenda Subject : 7.9 Monthly Financial Statement for January 2026, presented by Julie Perry, Chief Financial Officer, and recommended by the Superintendent for approval. Meeting : Mar 9, 2026 - Workshop Meeting Type : Action (Consent) Preferred Date : Mar 09, 2026 Absolute Date : Mar 09, 2026 Fiscal Impact : No Recommended Action : Motion to approve Monthly Financial Statement for January 2026. Public Content The financial statement for the month ending January 31, 2026, is being submitted for use and consideration of the School Board as required by S.B.E. Rule 6A-1.008. File Attachments Financial Statement 2026-01.pdf (740 KB) Consent Our adopted rules of Parliamentary Procedure, Robert's Rules, provide for a consent agenda listing several items for approval of the Board by a single motion. Documentation concerning these items have been provided to all Board members and the public in advance to assure an extensive and thorough review. Items may be removed from the consent agenda at the request of any board member. 7. Consent Agenda Subject : 7.10 Invoices to be approved for payment, presented by Julie Perry, Chief Financial Officer, and  recommended by the Superintendent for approval. Meeting : Mar 9, 2026 - Workshop Meeting Type : Action (Consent) Recommended Action : Motion to approve invoices for payment. Public Content As required by SBE Rule 6A – 1.012, purchases outside the established State and District guidelines must be approved by the School Board. Invoices to be approved for payment presented by Julie Perry, Chief Financial Officer, and recommended by the Superintendent for approval. File Attachments Board Bills Summary 03.09.2026.pdf (70 KB) Consent Our adopted rules of Parliamentary Procedure, Robert's Rules, provide for a consent agenda listing several items for approval of the Board by a single motion. Documentation concerning these items have been provided to all Board members and the public in advance to assure an extensive and thorough review. Items may be removed from the consent agenda at the request of any board member. 7. Consent Agenda Subject : 7.11 School Donations, presented by Julie Perry, Chief Financial Officer, and recommended by the Superintendent for approval. Meeting : Mar 9, 2026 - Workshop Meeting Type : Action (Consent) Fiscal Impact : Yes Dollar Amount : $18,866.41 Budgeted : No Budget Source : Donations Recommended Action : Motion to approve School Donations. Public Content Okaloosa County Schools periodically receives donations over $500.00 from public, private, and anonymous donors. These donations are reported to the School Board for approval/acknowledgement through the Finance Department. Donor(s) specify in writing the name of the school(s) and how they want the donation to be used at that school(s). Donations have assisted Okaloosa County students in many programs, such as Booster Clubs, Band Programs, travel for state competitions, Culinary Programs, Leadership Projects, Softball Programs, and classroom supplies. File Attachments Donations-2026-03-09.pdf (126 KB) Consent Our adopted rules of Parliamentary Procedure, Robert's Rules, provide for a consent agenda listing several items for approval of the Board by a single motion. Documentation concerning these items have been provided to all Board members and the public in advance to assure an extensive and thorough review. Items may be removed from the consent agenda at the request of any board member. 7. Consent Agenda Subject : 7.12 Resolution 26-04 Which Revises Resolution 25-04 Exercising Flexibility to Transfer Funds Allocated to the School District from the Funds Received for Academic Acceleration Options, presented by Julie Perry, Chief Financial Officer, and recommended by the Superintendent for approval. Meeting : Mar 9, 2026 - Workshop Meeting Type : Action (Consent) Preferred Date : Mar 09, 2026 Absolute Date : Mar 09, 2026 Fiscal Impact : Yes Dollar Amount : $2,500,000.00 Budgeted : Yes Budget Source : Academic Acceleration Options Supplement Recommended Action : Motion to approve Resolution 26-04 Which Revises Resolution 25-04 Exercising Flexibility to Transfer Funds Allocated to the School District from the Funds Received for Academic Acceleration Options. Public Content Resolution 26-04 is effective for fiscal year 2025-2026 and revises Resolution 25-04 approved on July 14, 2025. File Attachments Resolution 26-04 Categorical Flexible Spending FY 2026.pdf (124 KB) Consent Our adopted rules of Parliamentary Procedure, Robert's Rules, provide for a consent agenda listing several items for approval of the Board by a single motion. Documentation concerning these items have been provided to all Board members and the public in advance to assure an extensive and thorough review. Items may be removed from the consent agenda at the request of any board member. 7. Consent Agenda Subject : 7.13 Request to open a Pineview School Internal Funds checking account at Synovus Bank effective March 23, 2026, presented by Julie Perry, Chief Financial Officer, and recommended by the Superintendent for approval. Meeting : Mar 9, 2026 - Workshop Meeting Type : Action (Consent) Preferred Date : Mar 09, 2026 Absolute Date : Mar 09, 2026 Fiscal Impact : No