Public Budget MeetingApril 4, 2012

Ref: DA/2010-11/2011-12 Public Budget Meeting April 04, 2012 Slides

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Agenda Welcome – Chair Manning Budget Update

Secretary-Treasurer Shongrunden

Presentations CUPE OSTU Isaac Jonsson-Good and Linnea Good – Educational

Aid Funding Mona Smythe – AP English for all secondary students

2012-13 Budget Guidelines and Goals Advocacy

The Board will continue to advocate for the appropriate resources essential to the education of our students.

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The Power of Advocacy2010-11 2011-12 2012-13 2013-14 2014-15 2015-16

Funding Protection $0 $1,424,079 $1,042,569 $1,043,713 $651,926 $166,375

Vulnerable Students $0 $0 272,576 $272,576 $272,576 $272,576

Student Location $0 $0 414,418 $414,418 $414,418 $414,418

Holdback $93,335

Unique Geographic $0 $0 $0 $0 $0 $0

Utilities $0 $0 $0 ? ? ?

BC Education Plan $124,171 ? ? ?

PLNet $0 $0 $0 ? ? ?

Total $93,335 $1,424,079 $1,853,734 $1,730,707 $1,338,920 $853,369

Utilities potential $300,000 per annum

The Power of Advocacy Continued…..

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Electrical rates in School District No. 67 are the highest in the province and the District has lobbied the Ministry of Education, the City of Penticton and the District of Summerland for relief in this area. Consequently, in 2012, the City of Penticton has frozen their rates for one year while the District of Summerland has decreased rates. School District No. 67 has also done its part by taking on initiatives to reduce consumption levels where possible.

SD67 Anticipated Electrical Savings (based on 2010/11 Consumption)

Electricity Provider Costs 2011/12 Costs 2012/2013 Savings

City of Penticton $592,000 $592,000 $0**

District of Summerland $207,670 $197,690 $9,980

* based on 2010/11 consumption levels    

2012-13 Budget Guidelines and GoalsStewardship

1. Student interests are at the foremost priority and the Board will give priority to budget areas that have the least negative impact on students.

2. The Board will submit a balanced budget in accordance with legislative requirements.

3. The Board will attempt to approach budgeting from a long-term multiyear perspective to try and even out fluctuations due to funding uncertainties.

4. The Board will attempt to provide options and alternatives that will ensure flexibility due to unforeseen events.

2012-13 Budget Guidelines and Goals Stewardship

5. The Board will budget conservatively due to lack of predictability.

6. The Board will examine facilities options based on demographics and a School District Facility Review.

7. Remote schools will not be examined unless there is a funding change

8. The Board may use reserve funds to help offset budget shortfalls.

2012-13 Budget Guidelines and GoalsStewardship

9. The Board will investigate revenue generating options from technology and international programs.

10. The Board will examine the Maintenance Department and ConnectEd.

11. The Board will communicate as early as possible to the public.

12. The Board will continue the use of surveys during the budget development process.

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577025

571304

560577

556406

550355 547590

542878

539499 537794537563

538987542558

547546

553542

560699

568898

500000

510000

520000

530000

540000

550000

560000

570000

580000

590000

600000

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Hea

dcou

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nrol

men

t

Year

Provincial EnrolmentTotal Historical and Projected Headcount Enrolment, excluding Adults and International

Long Term Facilities Plan

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7291

7136

6985

6846

6614

6374

6202

6082 5991

59255890 5894

5930 5983 60636170

5000

5200

5400

5600

5800

6000

6200

6400

6600

6800

7000

7200

7400

7600

7800

8000

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Hea

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nrol

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t

Year

School District No. 67 (Okanagan Skaha)Total Historical and Projected Headcount Enrolment, excluding Adults and International

Long Term Facilities Plan

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3888

3731

36273570

3438

3267

31793149

31423155

32033275

33683484

36003694

3403 34053358

3276

31763107

3023

2933

28492770

26872619

25622499

2463 2476

2000

2200

2400

2600

2800

3000

3200

3400

3600

3800

4000

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Hea

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nt E

nrol

men

t

Year

School District No. 67 (Okanagan Skaha)Elementary and Secondary Historical and Projected Headcount Enrolment,

excluding Adults and International Long Term Facilities Plan

BCStats SD67 (Okanagan Skaha) Kindergartento Grade 7 Enrolment Total

BCStats SD67 (Okanagan Skaha) Grades 8 to12 Enrolment Total

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0

500

1000

1500

2000

2500

3000

3500

4000

4500

5000

5500

6000

6500

7000

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

Hea

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nrol

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Year

SD67 Total Historical and Projected Headcount Enrolment Long Range Facilities Plan

School District No. 67 (Okanagan Skaha)

2012 Operating Capacity = 6933

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2011 -12 Operating Budget - FINAL

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SD67 – 2011-12 Operating Budget

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2011-12 Operating Budget - FINAL

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2011-12 Operating Budget - FINAL

Instructional Expenditures 2010-11

SD No. 67 Cohort Province

Regular Instruction 62.17% 62.74% 62.41%

Career Programs 0.56% 0.81% 0.84%

Library Services 2.75% 2.25% 2.26%

Counselling 2.31% 2.16% 2.02%

Special Education 20.35% 17.15% 16.68%

ELL 0.43% 1.76% 0.73%

Aboriginal Education 1.67% 1.53% 1.56%

School Administration 8.62% 7.98% 8.40%

Summer School 0.10% 0.29% 0.11%

Continuing Education 0.00% 0.73% 0.66%

Off Shore Students 0.37% 1.90% 2.56%

Other 0.67% 0.70% 1.77%

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Budget Reductions

2009-2010 $1,700,000

2010-2011 $1,400,000

2011-2012 $0

2012-2013 ?

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2012-13 Budget EstimatesInclude: Continuation of existing service levels Fewer students No employee contract increases Payroll benefits, teacher increments Inflationary increases

Fluid document that will change

Ministry Operating Grants2011/12 2012/13 Reduction Ministry

Extra FundingBasic 43,973,265$ 42,884,361$ (1,088,904)$ Funding Protection & Holdback 1,424,079$ 1,042,569$ (381,510)$ Supplementary Unique Student Needs ELL 135,340$ 135,340$ -$ Aboriginal 765,600$ 765,600$ -$ Sped Level I 402,600$ 402,600$ -$ Sped Level II 3,605,100$ 3,605,100$ -$ Sped Level III 1,444,400$ 1,444,400$ -$ Adult Education 13,844$ 13,844$ -$ Vulnerable Students -$ 272,576$ 272,576$ 11.2 M Unique Geographic 1,900,804$ 1,871,634$ (29,170)$ 11.8 M Student Location 837,501$ 1,251,919$ 414,418$ 10.0 M Summer Learning 55,744$ 55,744$ -$ Total 54,558,277$ 53,745,687$ (812,590)$ 98.5% of 2011/12

Ministry Operating Grants2011/12 2012/13 2013/14 2014/15

Operating Grant $54,558,277 $53,869,858 $53,067,594 $52,277,364

Funding Protection $1,392,084 $1,043,713 $651,926 $166,375

Funding Reduction $311,181 $812,590 $802,264 $790,230

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2012-13 BudgetOther RevenuePay Equity $441,000

Other School Districts $225,000

Technology $250,000

Rentals and leases $345,000

Investment Income $120,000

Offshore Tuition $280,000

Other $87,000

Total $1,748,000

Expenditures

2011-12 2012-13 Variance

Salaries $38,892,761 $38,989,061

Substitutes $1,553,200 $1,557,100

Benefits $9,847,600 $9,847100

Supplies/Services $8,074,784 $8,074,784

Total $58,368,345 $58,468,045 $99,700

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2011-2012 One Time Savings

Staffing $300,000

Substitutes $100,000

Benefits $200,000

Total $600,000

2010-2011 2011-2012 2012-2013RevenueMinistry Revenue 54,869,458$ 54,488,363$ 53,745,687$ Other Revenue 2,287,501$ 2,389,915$ 1,748,000$

Total Revenue 57,156,959$ 56,878,278$ 55,493,687$

ExpendituresTotal Expenditures 57,855,122$ 58,409,561$ 58,468,045$ Gain/shortfall (698,163)$ (1,531,283)$ (2,974,358)$

Schools and Trust Reserve 707,239$ 707,239$ One time savings 698,163$ 824,044$ 600,000$ Unrestricted Reserve 2010-11 470,235$

Net shortfall -$ -$ (1,196,884)$

Targeted Funding

2011-12 2012-13 2013-14 2014-15

BC Education Plan $0 $124,171 ? ?

Learning Improvement Fund $0 $692,196 $692,196 $692,196+

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Uncertainties

New Labor Contracts ?

Learning Improvement Fund Implementation

BC Education Plan Literacy

Holdback Funds ?

Excluded Staffing Review

SD67 COHORT PROV. AVG.

Board Office Exempt Staff 15 18.94 19.21

2nd most efficient (rank out of 10) 2

Rank Exempt Staff/Enrolment 5

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Annual Facility Grant

Rules: 2011-12 reduced by CAMS - $34,433 Requires Ministry approval Mix of Capital and Operating expenditures Must be spent by March 2013

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2008-09 $1,315,060

2009-10 642,755

2010-11 585,366

2011-12 1,262,554

2012-13 1,262,554

Capital $941,177

Operating $321,377

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Budget Development - Consultation

Budget Approval Board of EducationBudget Consultation

Public information – receive presentations Apr. 4

Partner meetings – board budget Week of Apr. 23 committee reviews proposals – discussBoard/Principals/Vice Principals/District Staff April 24DPAC/PACs April 25Board meeting – budget adoption May 7

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Submissions/Presentations

CUPE 523 Okanagan Skaha Okanagan Skaha Teachers’ Union Isaac Jonsson-Good and Linnea Good Mona Smythe