2011 2012

2011 2012
Hastings and Prince Edward
District School Board
2011 - 2012
BUDGET
A Great Place to Learn and A Great Place to Work!
156 ANN STREET, BELLEVILLE, ONTARIO K8N 1N9
TELEPHONE (613) 966-1170 TOLL-FREE 1-800-267-4350
WEBSITE www.hpedsb.on.ca
DWAYNE INCH, Chair of the Board
FAX (613) 966-6023
ROB McGALL, Director of Education
TABLE OF CONTENTS
Members of the Hastings and Prince Edward District School Board ............................................................................
i
Senior administrative staff .............................................................................................................................................
ii
Board profile ..................................................................................................................................................................
iii
Executive summary ......................................................................................................................................................
iv
Enrolment comparison - 6 year (chart and graph) ........................................................................................................
v
Sources of revenue (pie chart) .....................................................................................................................................
vi
Revenue summary ........................................................................................................................................................
vii
Revenue summary - Grants for Student Needs ...........................................................................................................
viii
Operating expenditures (pie chart) ...............................................................................................................................
ix
Expenditure summary ...................................................................................................................................................
x
Compliance report .........................................................................................................................................................
xi
Code of accounts ......................................................................................................................................................... xii – xx
Expenditure budget
Day School Regular ............................................................................................................................................
1
Special Education ...............................................................................................................................................
2
Safe Schools ........................................................................................................................................................
3
Care and Treatment Facilities ..............................................................................................................................
4
School Management ............................................................................................................................................
5
Student Success ..................................................................................................................................................
6
Student Support ...................................................................................................................................................
7
Library and Guidance ...........................................................................................................................................
8
Educational Services............................................................................................................................................
9
International Students ..........................................................................................................................................
10
Information Technology Services.........................................................................................................................
11
Board Administration and Governance ................................................................................................................
12
Facility Services ...................................................................................................................................................
13
Transportation Services .......................................................................................................................................
14
Continuing Education ...........................................................................................................................................
15
Debt ......................................................................................................................................................................
16
Capital Expenditures ...........................................................................................................................................
17
Staffing
......................................................................................................................................................................
18-20
Education Funding Technical Paper 2011-2012– Ministry of Education ............................................................ Appendix A
MEMBERS OF THE HASTINGS AND PRINCE EDWARD DISTRICT SCHOOL BOARD
CHAIR
Dwayne Inch ...................................................................... South Prince Edward
VICE-CHAIR
Mary Hall, B.Sc.(Hon) ........................................................ Belleville/Thurlow
TRUSTEES
Mike Brant ......................................................................... Tyendinaga/Mohawk Territory
Samuel J. J. Clements, P.Eng . .......................................... Trenton/CFB Trenton
Jennifer Cobb ................................................................... North Prince Edward
Bonnie Danes ........................................................................ Centre Hastings
Thelma Goodfellow ............................................................ South East Hastings
Lucille Kyle ........................................................................ North Hastings
Dave Patterson .................................................................. Belleville/Thurlow
Jim Williams ....................................................................... Sidney/Frankford
Hastings and Prince Edward District School Board 2011-2012 Budget
i
SENIOR ADMINISTRATION
Rob McGall ........................... Director of Education and Secretary of the Board
Colleen DeMille ...................... Assistant Superintendent: Curriculum Services
Trish Fitzgibbon ..................... Superintendent of Education - Curriculum Services and Schools
Matt Norton ............................ Senior Information and Technology Services Officer
Cathy Portt ............................. Assistant Superintendent: Special Education Services
Michael Prendergast .............. Student Success and School Effectiveness Lead
June Rogers ........................... Superintendent of Education - Special Education Services and Schools
David Rutherford ................... Superintendent of Business Services and Treasurer of the Board
Mandy Savery-Whiteway ....... Superintendent of Education - Human Resources Support Services and Schools
Don Tregenza ........................ Controller of Facility Services
Hastings and Prince Edward District School Board 2011-2012 Budget
ii
BOARD PROFILE
•
Student enrolment
Elementary ..........................................................................................
9,449
Secondary ...........................................................................................
5,843
Adult/Continuing Education .................................................................
109
15,401
•
School facilities
Elementary ..........................................................................................
43
Secondary ...........................................................................................
9
55
•
Board staff (full-time equivalent) ...................................................................................................
1,790
•
Trustees (9 elected, one appointed)...........................................................................................
10
•
Elector population .......................................................................................................................
110,321
•
Jurisdiction area (square kilometres) .........................................................................................
7,200
•
Transportation (approximate)
Students transported .............................................................
10,259
Contracted operators .............................................................
34
Daily kilometres travelled.......................................................
34,470
Hastings and Prince Edward District School Board is a member of Tri-Board Student Transportation Services
Consortium along with Algonquin and Lakeshore Catholic District School Board and Limestone District School
Board. Tri-Board Student Transportation Services Consortium administers bus routes for both public and
Catholic students residing in Frontenac, Hastings and Prince Edward, and Lennox and Addington counties. The
consortium also provides transportation services for French Catholic and public students.
Hastings and Prince Edward District School Board 2011-2012 Budget
iii
EXECUTIVE SUMMARY
Background
On March 31, 2011 the Ministry of Education released details of the 2011-2012 Grants for Student Needs
(GSN). For the past number of years the board has experienced enrolment decline, beginning first in the
board’s elementary schools and now in the secondary schools. For 2011-2012 the board’s enrolment is
projected to decline by a further 338 students. Over the past four years, enrolment has declined by almost
two thousand students.
Up until now the board has avoided substantial program and service reductions as a result of this
enrolment decline. This has been achieved as a result of government funding enhancements and
protection built into specific grants within the education funding model that maintained funding support for
specific program needs such as special education. However, in the past few years the provincial
economic situation has caused the government to introduce a number of fiscal restraint measures which
reduced funding in certain grant allocations. When grant and budget calculations were completed, the
result was a projected deficit of $3.6 Million.
Recognizing the significant challenge this created, the Board supported administration’s recommendation
to generate significant and ongoing savings through a reduction in labour costs. As a result, budget
reductions amounting to $2 Million were incorporated into the draft 2011-2012 budget.
The board held five budget sessions on March 28, May 9, May 24, June 6, and June 20, to review the
impact of the funding changes and to discuss strategies to address the remaining shortfall of $1.6 Million.
As a result of these discussions, further budget adjustments in the amount of $770,000 were
recommended for inclusion in the budget. These adjustments do not completely offset the funding
shortfall and will leave the board with a projected in year deficit of $892,000.Trustees supported the
recommendation to fund the remaining shortfall from the Board’s accumulated surplus.
The 2011-2012 budget for Hastings and Prince Edward District School Board was approved at the Board
meeting of June 20, 2011. The budget approved is $190,388,632 and includes a capital budget of
$5,677,717.
The restraint measures introduced by the province in 2010 will continue into next year and beyond. The
budget committee of the Board has recommended that all operational areas of the board be reviewed,
both staffing and non-staffing components, for possible long-term savings.
Hastings and Prince Edward District School Board 2011-2012 Budget
iv
ENROLMENTS (2005 - 2010)
20,000 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 ‐
2005
2006
2007
Secondary
2005
2006
2008
Elementary
2007
2009
2010
Total
2008
2009
2010
Secondary
6,970
7,026
7,046
6,790
6,700
6,319
Elementary
11,229
10,770
10,416
10,077
9,725
9,558
Total
18,199
17,796
17,462
16,867
16,425
15,877
Figures shown are October 31st full-time equivalents.
Hastings and Prince Edward District School Board 2011-2012 Budget
v
SOURCES OF REVENUE
BASED ON 2011-2012 BUDGET OF $190,388,624
$140,383,964 (73.74%)
Provincial grants
$3,485,610 (1.83%)
Other
$4,245,767 (2.23%)
Capital grants
$42,273,283 (22.20%)
Tax revenue
Hastings and Prince Edward District School Board 2011-2012 Budget
vi
COMPARATIVE REVENUE SUMMARY
2010-2011
Forecast
Grants for Student Needs
$
Tuition Fees
Other Revenue
Education Program Other
Capital Grants
Transfer from Reserves/Accumulated Surplus
$
Hastings and Prince Edward District School Board 2011-2012 Budget
176,133,387
2011-2012
Budget
$
179,148,833
2,456,411
2,799,710
632,000
685,900
1,952,857
2,642,569
12,311,895
4,245,767
508,812
865,845
193,995,362
$
190,388,624
vii
GRANTS FOR STUDENT NEEDS
COMPARATIVE REVENUE SUMMARY
2010-2011
Forecast
Pupil Foundation Grant
$
School Foundation Grant
77,711,733
2011-2012
Budget
$
13,091,100
78,508,601
12,985,757
Special Education
SEPPA (Special Education Per Pupil Amount)
8,860,024
High Needs Amount
10,407,047
Other
Sub-total
21,972,044
1,705,486
$
20,972,557
$
21,972,044
School Operations
16,628,257
16,793,553
Transportation
13,657,337
13,801,743
Teacher Qualifications and Experience
11,935,649
13,471,600
Board Administration and Governance
4,802,667
4,816,607
School Renewal
3,074,714
3,015,522
Debt Repayment
2,572,409
2,615,983
Learning Opportunities
2,867,242
2,695,333
Remote and Rural/Distant Schools
2,863,755
3,016,394
Language Allocation
1,855,054
1,836,453
Declining Enrolment Grant
1,536,229
1,171,771
Continuing Education
443,372
476,172
Program Enhancement
530,750
501,800
1,029,926
1,037,851
Safe Schools
316,653
321,777
Community Use
243,983
247,017
First nation, Metis and Inuit
Restraint Savings
Total Grants for Student Needs
Hastings and Prince Edward District School Board 2011-2012 Budget
(137,145)
$ 176,133,387
$ 179,148,833
viii
OPERATING EXPENDITURES
BASED ON 2011-2012 BUDGET OF $190,388,624
$124,519,149 (65.40%)
Classroom expenses
Instruction 63%
$17,458,912 (9.17%)
School administration
$448,461 (.24%)
Continuing education
$3,464,385 (1.82%)
Debt repayment
$6,421,652 (3.37%) $4,245,767 (2.23%)
Governance/
Capital
administration
Hastings and Prince Edward District School Board 2011-2012 Budget
$14,004,594 (7.36%)
Transportation
$19,825,704 (10.41%)
School
operations, maintenance and
renewal
ix
COMPARATIVE EXPENDITURE SUMMARY
Budget
Page
Number
Expenditure Category
Page 1
Day School Regular
87,974,043
90,505,476
Page 2
Special Education
23,103,079
24,893,316
Page 3
Safe Schools
316,653
395,861
Page 4
Care and Treatment Facilities
581,949
583,033
Page 5
School Management
13,849,883
13,974,982
Page 6
Student Success
744,471
686,322
Page 7
Student Support
601,550
622,662
Page 8
Library and Guidance
2,863,062
2,925,374
Page 9
Educational Services
2,521,498
2,091,476
Page 10
International Students
997,842
1,110,763
Page 11
Information Technology Services
4,148,642
5,057,793
Page 12
Board Administration and Governance
5,286,250
5,123,115
Page 13
Facility Services
20,306,848
20,255,244
Page 14
Transportation Services
13,839,778
14,004,594
Page 15
Continuing Education
437,694
448,461
Page 16
Debt
3,083,274
3,464,385
Page 17
Capital Expenditure Summary
13,338,845
4,245,767
193,995,362
$ 190,388,624
2010-2011
Forecast
$
Hastings and Prince Edward District School Board 2011-2012 Budget
2011-2012
Budget
x
COMPLIANCE REPORT
Compliance
Categories
* Gross
Expenses
Other
Incomes
* Net
Expenses
* Funding
Allocation
Administration and
Governance
6,107,426
385,556
5,721,870
5,890,777
Overspending on
Administration
and Governance
-
Compliant/
Non-compliant
COMPLIANT
Balanced Budget Determination
1.1 In-year revenues
187,738,684
1.2 In-year expenses for compliance purposes
188,604,529
1.3 In-year surplus/(deficit) for compliance purposes
1.4 If item 1.3 is positive, board is in compliance. Otherwise, see calculation below.
(865,845)
NON-COMPLIANT
Compliance Calculation prior to Ministry Approval Amount (Education Act, 231.(1))
1.5 Operating Allocation to be used in Compliance Calculation
173,489,036
1.6 1% of item 1.5
1,734,890
1.7 Prior Year Accumulated Surplus Available for Compliance
5,624,722
1.8 Lesser of item 1.6 and item 1.7
1,734,890
1.9 If the amount of deficit on at item 1.3 is less than item 1.8, then the board is in
compliance. If the board is not in compliance, see the calculation below.
COMPLIANT
* excluding internal audit
Hastings and Prince Edward District School Board 2011-2012 Budget
xi
MINISTRY OF EDUCATION
FINANCIAL DATA REQUIREMENTS
FOR ONTARIO SCHOOL BOARDS
Introduction
The Ministry of Education has issued a “Uniform Code of Accounts Manual” to operate in conjunction with the
introduction of the Student Focussed Funding Model. The purpose of this manual is:
• To outline the specific financial data and mandatory accounts that are required to be reported to the Ministry
of Education.
• To provide definitions relating to the recording of specific types of revenues and expenditures.
• To provide definitions regarding which accounts will be considered classroom and non-classroom.
• To define administration and governance, pupil accommodation and special education expenditure for
enveloping purposes.
School boards are required to report detailed financial data using the accounts provided in the manual. Boards
are free to expand or change the accounts utilized for its own purposes but must be able to summarize and
report the “mandatory accounts”.
The following pages summarize the revenue and expenditure functions and provide definitions of each.
Hastings and Prince Edward District School Board 2011-2012 Budget
xii
CODE AND DESCRIPTION
LISTING
Hastings and Prince Edward District School Board 2011-2012 Budget
xiii
FUNCTION CODES
CURRENT OPERATING FUND
Revenues
01
02
03
04
05
06
07
08
Ministry of Education grants
Other provincial grants
Government of Canada
Local government
Other boards
Other agencies
Individuals
Other revenue
Expenditures
10
Instruction
15
School management/school services
21
22
23
24
Student support services – general
Computer and other technical student support services
Library services
Guidance services
25
Teacher support services
31
32
33
34
35
Governance/trustees
Director and supervisory officers (including chief financial officer)
General and business administration
Human resource administration
Information technology administration

40
41
42
43
44
45
School operations
School maintenance
School renewal
New pupil places
Operations and maintenance/capital - non-instructional
Direct capital and approved debt

50
51
52
53
54
Transportation - general
Transportation - home to school
Transportation - school to school
Transportation - board, lodging and weekly transportation
Transportation - Ontario schools for the blind and deaf
55
59
60
Continuing Education, Summer School and International Languages
Other non-operating
Provision for reserve funds
Assets
65
Assets
Liabilities
66
Liabilities
School Management

Student
Support
Teacher Support

Administration and
Governance
Pupil Accommodation
Transportation
Other

Hastings and Prince Edward District School Board 2011-2012 Budget
xiv
FUNCTION CODES
CAPITAL FUND
Revenue
70
Capital fund revenue
Expenditures
71
72
73
74
Direct capital
School renewal - capital fund expenditures
New pupil places - capital fund expenditures
Non-instructional - capital fund expenditures
Assets
75
Assets - capital fund
Liabilities
76
Liabilities - capital fund
Revenues
80
Revenue - trust funds
Expenditures
82
Expenditures - trust fund
Assets
85
Assets - trust fund
Liabilities
86
Liabilities - trust fund
TRUST FUNDS
The function codes listed above are the mandatory set of codes for this account segment. Function code numbers not
utilized or reserved may be used for further detail if required but must be summarized into the above for reporting to the
Ministry.
Hastings and Prince Edward District School Board 2011-2012 Budget
xv
DEFINITIONS
Hastings and Prince Edward District School Board 2011-2012 Budget
xvi
FUNCTION DEFINITIONS
Current operating fund - revenues
01
Ministry of Education grants
02
Other provincial grants
03
Government of Canada
04
Local government
- Includes tax write-offs as a “negative revenue”.
05
Other boards
06
Other agencies
07
Individuals
08
Other revenue
- For recording revenue from various sources. May be combined with any object 001 - 097 as
applicable.
Current operating fund - expenditures
Function codes 10 through 25 group expenditures related to day school programs, and do not
include Continuing Education or Summer School classes or courses.
10
Instruction
- Includes all current salary, benefits, supply and service expenses relating to direct instruction of
day-school pupils such as classroom and school-based teachers, supply teachers, educational
assistants, field trip costs, textbooks, learning materials, supplies, services and equipment,
including instructional computer hardware and related software and the associated network costs.
- Principals, vice-principals (except for direct teaching time), department head allowances and
release time, school secretaries and related expenses are coded in function 15.
15
School Management/School Services
- Includes all expenditures relating to the management and administration of schools, including for
example principal, vice-principal and secretarial salaries, benefits and related supplies and
services, department head allowances and release time.
21
Student Support Services - general
- Includes expenditures relating to the provision of psychological, speech, social and community
services. Traditionally would include the salaries of the professionals and para-professionals in
these areas, including teachers, plus other support personnel such as lunchroom supervisors.
22
Computer and Other Technical Student Support Services
- Includes expenditures relating to the operation of instructional computers and other school-based
computers and other technical services for students. Traditionally would include school-based
technicians.
Hastings and Prince Edward District School Board 2011-2012 Budget
xvii
FUNCTION DEFINITIONS
23
Library Services
- Includes expenditures relating to library services within schools, including salaries of teachers,
library technicians and/or other library staff.
24
Guidance Services
- Includes expenditures relating to guidance services within schools, including salaries of teachers
and/or other guidance related staff if any.
25
Teacher Support Services
- Includes expenditures relating to coordinators and consultants, curriculum development or program
support.
31
Governance/Trustees
- Includes expenditures related to the governance function of the Board. It includes honoraria, travel
and professional development for trustees as well as trustee association fees and secretarial and
office expenditures relating to this function.
32
Directors and Supervisory Officers (including chief financial officer)
- Includes direct expenditure for staff assigned duties outlined in section 286 of The Education Act;
also includes costs to support these functions such as secretarial support, travel, supplies,
services, etc.
33
General and Business Administration
- Includes public relations, corporate planning, and all business functions including finance
(treasury), budget audit, payroll, purchasing, non-plant related warehousing and administrative
services.
34
Human Resources Administration
- Includes expenditures relating to the human resource management function of the board including
staffing, benefits, contract negotiations or dealings with various unions.
35
Information Technology Administration
- Includes expenditures relating to the provision and management of administrative information
technology throughout the board, including general support to school secretaries and principals.
Expenditures for the operation of local or wide area networks, such as network servers and line
charges, are to be allocated between functions in proportion to the computers connected to the
network.
40
School Operations
- Includes all expenditures related to the daily operation of instructional buildings and sites, such as
custodial services, food services, security services, building systems, building and grounds
maintenance, utilities and property and related liability insurance. These functions would normally
be performed by caretaking and food services staff.
Hastings and Prince Edward District School Board 2011-2012 Budget
xviii
FUNCTION DEFINITIONS
41
School Maintenance
- Includes all expenditures related to the periodic work performed to maintain instructional buildings
and sites in a good state of repair. These functions would normally be performed by building
professionals (e.g. maintenance electrician, mechanic, plumber, carpenter, locksmith). A repair
performed under this function would normally cost less than $10,000.
42
School Renewal
- Includes all expenditures related to school renewal projects as described in Regulation 446/98,
section 1 or section 2.1.a. A project would normally cost more than $10,000 and convey a benefit
over more than one year (i.e. extends the previously assessed useful life of the building structure
and/or installed component/systems; decreases operating costs; increases building or system
capacity and/or quality.
43
New Pupil Places
- Includes all expenditures related to the provision of new pupil places as described in Regulation
446/98, section 1 or section 2.1.a.
44
Operations and Maintenance/capital - non-instructional
- Includes expenditures related to the operation and maintenance of non-school buildings and
property. Also includes capital renovations, repair or replacement of administrative buildings.
45
Other Capital and Approved Debt
- Includes expenditures related to site purchases (except those eligible for New Pupil Places or
School Renewal under Regulation 446/98) and approved debt charges under Section 37 of O.Reg.
156/02.
50
Transportation - general
- Includes expenditures related to transportation that are not specifically included in functions 10
(field trips) or 51 through 54.
51
Transportation - home to school
52
Transportation - school to school
53
Transportation - board, lodging and weekly transportation
54
Transportation - Ontario schools for the blind/deaf
55
Continuing Education, Summer School and International Language
- Includes all current salary, benefits, supply and service expenses relating to the delivery of
continuing education, summer school and international languages programs (non-day school
program).
59
Other Non-operating
- Includes expenditures for material claims or settlements. May also include programs that are noneducational, i.e. child care centres.
60
Provision for Reserve Funds
Hastings and Prince Edward District School Board 2011-2012 Budget
xix
FUNCTION DEFINITIONS
Current operating fund - assets and liabilities
65
Assets
66
Liabilities
Capital fund
70
Revenues
71
Direct Capital
72
School Renewal - capital fund expenditures
73
New Pupil Places - capital fund expenditures
74
Non-instructional - capital fund expenditures
75
Assets - capital fund
76
Liabilities - capital fund
Trust funds
80
Revenue - trust fund
82
Expenditures - trust fund
85
Assets - trust fund
86
Liabilities - trust fund
Hastings and Prince Edward District School Board 2011-2012 Budget
xx
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
a) Day School Regular
Classroom
Teachers
72,167,762.45
74,398,206.23
Principals and vice-principals
962,552.88
517,175.12
(445,377.76)
Preparation time
305,000.00
370,000.00
65,000.00
Supply teachers
2,297,573.60
2,366,500.81
68,927.21
Benefits
8,754,344.99
9,106,566.34
352,221.35
111,300.00
113,800.00
2,500.00
Professional development
Supplies and services
2,273,443.78
2,590,631.00
2,445,857.00
Capital equipment
160,000.00
160,000.00
-
Rental
268,000.00
268,000.00
-
11,800.00
11,800.00
-
Other
345 078 53
345,078.53
747 570 65
747,570.65
402 492 12
402,492.12
Total
87,974,043.45
90,505,476.15
2,577,432.70
Fees and services
(141,774.00)
Includes the cost of providing general day-school instruction to students enrolled in the board's schools. Excludes
special education costs. Includes all current salaries and benefits, supplies and services, expenses relating to direct
instruction of day-school pupils such as classroom and school-based teachers, supply teachers, field trip costs, text
books, learning materials, supplies and services and equipment. Principals, vice principals (except for direct
teaching time) are coded in school management.
Hastings and Prince Edward District School
S
Board 2011-2012
2011 2012 Budget
1
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
Clerical
99,959.44
76,177.50
(23,781.94)
Benefits
19,970.06
13,267.84
(6,702.22)
119,929.50
89,445.34
(30,484.16)
7,235,191.48
7,884,766.48
649,575.00
b) Special Education
Administration
Classroom
Teachers
Principals and vice-principals
-
-
-
Supply teachers
350,221.22
350,221.33
0.11
Psychological
221,708.12
228,005.20
6,297.08
Speech services
144,788.34
148,997.90
4,209.56
Social services
811,967.34
807,400.90
(4,566.44)
Other salaries
33,258.74
34,292.66
1,033.92
Educational assistants
8,971,742.01
10,139,640.45
1,167,898.44
Benefits
3,143,626.09
3,604,874.62
461,248.53
Professional development
21,850.00
21,850.00
Supplies and services
149,140.00
139,140.00
(10,000.00)
-
Capital equipment
962,500.00
634,800.00
(327,700.00)
Fees and services
10,000.00
15,000.00
5,000.00
22,055,993.34
24,008,989.54
1,952,996.20
Non-classroom
Principals and vice-principals
Supply teachers
-
-
-
38,766.05
38,766.11
707,233.12
594,815.25
(112,417.87)
Benefits
83,045.69
73,399.32
(9,646.37)
Supplies and services
96,111.00
85,900.00
(5,000.00)
2,000.00
2,000.00
927,155.86
794,880.68
23,103,078.70
24,893,315.56
Coordinators
Capital equipment
Total
0.06
-
(127,064.18)
1,795,447.86
Includes the cost of providing a range of special education programs and services. Includes the salaries and benefits
for: classroom teachers, supply teachers, teacher assistants, professional and paraprofessionals, preparation time
and coordinators. Also includes that portion of the school basic budget allocated to cover the incremental cost of
additional supplies, texts and learning materials for integrated and self-contained classes.
H ti
Hastings
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Edward
Ed
d District
Di t i t School
S h l Board
B d 2011-2012
2011 2012 Budget
B d t
2
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
c) Safe Schools
Classroom
Supply teachers
Social services
-
-
-
111,218.94
133,558.55
22,339.61
Educational assistants
71,734.73
95,406.67
23,671.94
Benefits
Supplies & Services
38,756.98
16,000.00
54,293.44
16,000.00
15,536.46
-
237,710.65
299,258.66
61,548.01
42,003.00
43,712.50
1,709.50
4,337.25
4,289.78
(47.47)
32,602.10
48,600.00
(2.10)
78,942.35
96,602.28
1,659.93
316,653.00
395,860.94
63,207.94
Non-classroom
Coordinators
Benefits
Supplies and services
Total
Includes expenditures related to the implementation of safe school and support funding from the Ministry of
Education. Also includes salaries and benefits for central and school based child and youth counsellors and
educational assistant staff in our alternative suspension programs and student engagement expulsion programs.
H ti
Hastings
and
d Prince
Pi
Edward
Ed
d District
Di t i t School
S h l Board
B d 2011-2012
2011 2012 Budget
B d t
3
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
d) Care and Treatment Facilities
Classroom
Teachers
363,090.24
382,641.00
19,550.76
Educational assistants
123,743.54
111,343.00
(12,400.54)
Benefits
67,565.24
64,176.78
(3,388.46)
Supplies and services
27,550.00
24,872.00
(2,678.00)
581,949.02
583,032.78
Non-classroom
Total
1,083.76
-
-
-
-
-
-
581,949.02
583,032.78
1,083.76
Includes the cost for providing day school instruction to students in various care and treatment facilities. The Ministry of
Education provides a budget for each of these programs that covers the cost of teachers, teacher assistants, textbooks
and classroom supplies.
Hastings
g and Prince Edward District School Board 2011-2012 Budget
g
4
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
e) School Management
Non-classroom
Secondary office administrators
514,537.90
523,233.18
Clerical
3,317,114.02
3,181,016.17
(136,097.85)
Principals and vice-principals
7,686,352.31
7,892,523.56
206,171.25
Department head allowances
Benefits
Professional development
Supplies and services
-
-
8,695.28
-
1,598,478.87
1,644,808.65
46,329.78
49,900.00
49,900.00
-
683,500.00
683,500.00
-
Capital equipment
-
-
-
Rental
-
-
-
Fees and services
-
-
-
Total
13,849,883.10
13,974,981.56
125,098.46
13,849,883.10
13,974,981.56
125,098.46
Includes all expenditures relating to the management and administration of schools including salaries and benefits of
principals, vice-principals and secretarial staff. Also includes that portion of the school basic budget used to fund school
office costs such as postage, telephone and supplies and services.
Hastings and Prince Edward District School Board 2011-2012 Budget
5
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
43,623.24
45,031.72
1,408.48
159,510.73
160,044.32
533.59
Benefits
23,608.70
24,086.68
477.98
Professional development
20,000.00
20,000.00
-
Supplies and services
10,700.00
10,700.00
-
257,442.67
259,862.72
105,000.00
105,000.00
f) Student Success
Administration
Clerical
Coordinator/consultants
2,420.05
Classroom
Supply teachers
-
Educational assistants
-
Professional development
Texts and learning materials
Total
-
-
-
382,028.77
321,459.28
(60,569.49)
487,028.77
426,459.28
(60,569.49)
744,471.44
686,322.00
(58,149.44)
Supports programs to improve outcomes for all students to achieve success in Grades 7 - 12. These programs will
assist students in:
- achieving their educational goals and improving their literacy and numeracy skills,
- the completion of the outcomes for the Ontario Secondary School Literacy Test,
- increase opportunities to participate in a successful school to work pathways.
Hastings and Prince Edward District School Board 2011-2012
2011 2012 Budget
6
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
g) Student Support
Classroom
Clerical
Technical and specialized
Attendance
Benefits
Professional development
Supplies and services
Total
222,795.24
232,057.64
9,262.40
62,019.39
62,019.00
(0.39)
188,987.03
187,501.45
(1,485.58)
99,274.55
108,034.00
8,759.45
9,582.00
9,600.00
18.00
18,892.00
23,450.00
4,558.00
601,550.21
622,662.09
21,111.88
601,550.21
622,662.09
21,111.88
Includes salaries and benefits for all staff involved with activities included in attendance counselling. Also includes
personnell hi
hired
d specifically
ifi ll tto oversee llunchroom
h
activities
ti iti iincluding
l di monitoring
it i off cafeterias.
f t i
Hastings and Prince Edward District School Board 2011-2012 Budget
7
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
h) Library & Guidance
Classroom
Teachers
1,736,732.00
1,834,471.00
Technicians
738,625.00
698,364.73
(40,260.27)
Benefits
336,735.62
342,568.42
5,832.80
Professional development
Supplies and services
97,739.00
270.00
270.00
-
50,700.00
49,700.00
-
Capital equipment
-
-
-
Fees and services
-
-
-
Other
-
-
-
2,863,062.62
Non-classroom
Total
2,863,062.62
2,925,374.15
63,311.53
2,925,374.15
63,311.53
Includes expenditures relating to library and guidance services within schools. Expenditures include salaries of
teachers, library technicians and preparation time.
Hastings and Prince Edward District School Board 2011-2012 Budget
8
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
i) Educational Services
Administration
Clerical
219,405.40
163,276.90
(99,128.50)
Benefits
48,466.05
37,438.98
(15,427.07)
267,871.45
200,715.88
(114,555.57)
638,000.00
510,558.00
(132,442.00)
638,000.00
510,558.00
(132,442.00)
Classroom
Supply teachers
Supplies and services
Non-classroom
Principals and vice-principals
Coordinators
113,113.73
-
(113,113.73)
1,018,918.60
1,020,803.60
Benefits
113,009.66
102,669.53
(5,940.13)
Supplies and services
370,585.00
256,729.00
(94,856.00)
1,615,626.99
1,380,202.13
(169,024.86)
2,521,498.44
2,091,476.01
(416,022.43)
Total
44,885.00
Includes expenditures relating to coordinators and consultants, curriculum development or program support.
Hastings
g and Prince Edward District School Board 2011-2012 Budget
g
9
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
89,358.56
88,077.00
(1,281.56)
Clerical
167,935.40
167,518.00
(417.40)
Benefits
52,172.81
51,343.89
(828.92)
j) International Students
Non-classroom
Managers
Professional development
Supplies and services
Fees and services
10,000.00
10,000.00
-
134,000.00
134,000.00
-
75,000.00
122,500.00
Other
-
47,500.00
-
-
528,466.77
573,438.89
44,972.12
Teachers
283,202.96
338,972.52
12,769.56
Benefits
26,171.97
31,352.00
5,180.03
Supplies and services
73,000.00
72,000.00
(1,000.00)
Other
17,000.00
25,000.00
8,000.00
399,374.93
467,324.52
24,949.59
70,000.00
70,000.00
997,841.70
1,110,763.41
Classroom
Administration
Total
-
69,921.71
Includes all costs associated with running and administering the international student program. Includes the salaries
and benefits for the international student coordinator and staff as well as the staff and programming associated with
English as a second language programs for these students.
Hastings
g and Prince Edward District School Board 2011-2012 Budget
g
10
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
61,141.80
62,442.52
1,300.72
199,403.41
161,321.43
(38,081.98)
61,141.80
62,442.52
1,300.72
Benefits
68,747.41
62,641.89
(6,105.52)
Professional development
20,000.00
20,000.00
-
Supplies and services
45,850.00
392,500.00
-
k) Information Technology Services
Administration
Managers
Clerical
Technical and specialized
Capital equipment
27,675.00
92,250.00
-
Fees and services
146,000.00
146,000.00
-
2,800.00
2,800.00
-
632,759.42
1,002,398.36
(41,586.06)
1,537,674.90
1,521,650.32
(16,024.58)
345,082.72
362,919.48
Other
Classroom
Technical and specialized
Benefits
Professional development
49,000.00
49,000.00
Supplies and services
645,600.00
665,600.00
Capital equipment
560,000.00
1,090,000.00
Rental
17,836.76
(85,000.00)
80,000.00
5,000.00
5,000.00
-
55,000.00
55,000.00
-
3,197,357.62
3,749,169.80
Professional development
12,500.00
12,500.00
Supplies and services
11,400.00
36,600.00
(1,400.00)
Capital equipment
214,625.00
177,125.00
(71,625.00)
Fees and services
80,000.00
80,000.00
318,525.00
306,225.00
(73,025.00)
4,148,642.04
5,057,793.16
(117,798.88)
Fees and services
(3,187.82)
Non-classroom
Total
-
-
Includes expenditures relating to the operation of instructional computers and other school-based computers.
Also includes expenditures relating to the provision of management of administrative information technology
throughout the Board including general support to school secretaries and principals. Expenditures such as salaries
and benefits of managers, computer technicians and clerical, capital equipment, software and local wide area
network line charges are included in this area.
Hastings and Prince Edward District School Board 2011
2011-2012
2012 Budget
11
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
l) Board Administration and Governance
$
Administration
Supervisory officers
1,229,460.33
1,104,935.20
(124,525.13)
Managers
710,621.00
673,901.24
(36,719.76)
Trustee honorarium
109,074.00
104,231.00
(4,843.00)
Clerical
1,153,487.05
1,163,599.77
Technical and specialized
195,313.67
200,782.43
111,662.15
Benefits
534,184.71
557,076.36
22,121.22
Professional development
152,550.00
158,400.00
5,000.00
Supplies and services
563,250.00
501,839.00
1,000.00
Capital equipment
15,500.00
15,500.00
-
Rental
37,800.00
37,800.00
-
Fees and services
(95,310.24)
356,710.00
361,650.00
Interest
25,000.00
25,000.00
4,940.00
-
Other
15,000.00
15,000.00
-
5,097,950.76
4,919,715.00
(116,674.76)
184,299.00
199,400.00
15,101.00
4,000.00
4,000.00
188,299.00
203,400.00
5,286,249.76
5,123,115.00
Classroom
Professional development
Other
Total
-
15,101.00
(101,573.76)
Provides for central support and administration in the following areas:
Governance/Trustees
Includes expenditures relating to the governance function of the Board. It includes honoraria, travel and professional
development for trustees as well as trustee association fees.
Director and Supervisory Officers
Includes direct expenditures for staff assigned duties allotted under the Education Act. Also includes costs to support
these functions such as secretarial support, travel and supplies and services.
General and Business Administration
Includes all business functions including finance, audit, budget, payroll, purchasing and administrative services.
Human Resources and Administration
Includes expenditures relating to the human resource management function including staffing, contract negotiations
and dealings with various unions.
Hastings and Prince Edward District School Board 2011-2012 Budget
12
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
m) Facility Services
Administration
Technical and specialized
Benefits
Plant operating supplies
Utilities
Maintenance supplies and supplies
87,840.66
19,664.07
20,000.00
122,500.00
174,000.00
91,418.94
21,620.11
20,000.00
122,500.00
174,000.00
3,578.28
1,956.04
-
424,004.73
429,539.05
5,534.32
693,984.69
211,350.86
6,933,807.49
1,826,826.04
12,800.00
259,570.00
515,000.00
3,900,000.00
1,390,000.00
187,290.00
58,000.00
759,500.00
40,000.00
20,000.00
682,885.51
219,282.44
6,886,131.53
1,862,221.88
12,800.00
293,070.00
515,000.00
3,900,000.00
1,390,000.00
187,290.00
58,000.00
743,500.00
40,000.00
20,000.00
(11,099.18)
7,931.58
(47,675.96)
35,395.84
15,000.00
15,000.00
(25,000.00)
((16,000.00))
-
16,808,129.08
16,810,181.36
(26,447.72)
3,074,714.00
3,015,523.00
(59,191.00)
3,074,714.00
3,015,523.00
(59,191.00)
20,306,847.81
20,255,243.41
(80,104.40)
Non-classroom
Managers
Clerical
Technical and specialized
Benefits
Professional development
Supplies and services
Plant operating supplies
Utilities
Maintenance supplies and services
Capital equipment
Rental
Fees and services
Municipal taxes
Other
Pupil Accommodation
School renewal
Total
Provides facility services in the following areas:
School Operations
Includes all expenditures related to the daily operation of instructional buildings and sights, such as custodial
services, food services, security services, building systems, building and grounds maintenance, utilities and property and
related liability insurance. These functions would normally be performed by care taking and food services staff.
School Maintenance
Includes all expenditures related to periodic work performed to maintain instructional buildings and sites in a good state of
repair. These functions would normally be performed by building professionals (e.g. maintenance
electrician, mechanical, plumber, carpenter, locksmith). A repair performed under this function would normally cost less
than $10,000.
School Renewal
Includes all expenditures related to school renewal projects as described in Regulation 446/98, section 1 or section 2.1.a.
A project would normally cost more than $10,000 and convey a benefit over more than one year.
Operations and Maintenance - Non Instructional
Includes all expenditures related to operations and maintenance of non instructional buildings and property. This function
also includes capital renovations, repair or replacement of administrative buildings.
H ti
Hastings
and
d Prince
Pi
Edward
Ed
d District
Di t i t School
S h l Board
B d 2011-2012
2011 2012 Budget
B d t
13
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
n) Transportation Services
Non-classroom
Managers
133,000.00
-
(133,000.00)
Clerical
110,000.00
-
(110,000.00)
Technical and specialized
Benefits
Professional development
Supplies and services
-
-
-
42,882.00
-
(42,882.00)
4,400.00
-
(4,400.00)
73,700.00
-
(73,700.00)
Capital equipment
18,700.00
Fees and services
13,431,986.00
14,004,594.00
-
(18,700.00)
572,608.00
Other
25,110.00
(25,110.00)
Total
13,839,778.00
14,004,594.00
164,816.00
13,839,778.00
,
,
14,004,594.00
,
,
164,816.00
,
Effective January, 2002 Tri-Board Student Transportation Services Inc., a consortium that is responsible for student
bussing for Algonquin and Lakeshore Catholic District School Board, Hastings and Prince Edward District School Board
and Limestone District School Board, was formed. This consortium provides common administration of student
transportation services to all three boards. The portion of transportation expenses relating to Hastings and Prince
Edward District School Board are shown.
Hastings and Prince Edward District School Board 2011-2012 Budget
14
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
76,356.73
89,521.59
13,164.86
Benefits
17,159.31
21,193.92
4,034.61
Supplies & Services
30,746.00
31,510.00
764.00
124,262.04
142,225.51
17,963.47
Coordinators
86,999.00
91,715.00
4,716.00
Benefits
27,766.04
27,509.42
(256.62)
8,088.00
2,000.00
(6,088.00)
190,579.15
185,011.35
(5,567.80)
313,432.19
306,235.77
(7,196.42)
437,694.23
448,461.28
10,767.05
o) Continuing Education
Administration
Clerical
Non-classroom
Supplies and services
Other
Total
Includes all current salary, benefits, supply and services expenses relating to the delivery of continuing
education, summer school and international languages programs.
Hastings and Prince Edward District School Board 2011-2012 Budget
15
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
Increase
(Decrease)
$
$
$
p) Debt
Pupil accommodation
Debt repayment - principal
1,474,742.37
1,565,306.85
90,564.48
Debt repayment - interest
1,608,531.82
1,899,078.56
(46,990.26)
3,083,274.19
3,464,385.41
43,574.22
3,083,274.19
3,464,385.41
43,574.22
Total
Hastings and Prince Edward District School Board 2011-2012 Budget
16
EXPENDITURE BUDGET
Budget
2010-2011
Budget
2011-2012
$
$
Increase
(Decrease)
q) Capital Expenditures
$
Information Technology Services
1,026,950.00
-
Facility Services
12,311,895.00
4,245,767.00
Total
13,338,845.00
4,245,767.00
193,995,362.71
190,388,623.91
GRAND TOTAL
(1,026,950.00)
(1,026,950.00)
4,098,916.26
Information Technology Services
Represents purchase of computer hardware and software that should be capitalized under Public Sector Accounting
Board standards.
Facility Services
Represents major capital additions and renovations.
Hastings and Prince Edward District School Board 2011
2011-2012
2012 Budget
17
Appendix H ‐ Staffing by Programs ‐ 2011‐12
Regular Program Staffing
Report staffing based on FTE as of October 31 (One decimal)
STAFFING
Classroom Instruction
Classroom Teachers (other than teachers included below)
Classroom Teachers (French ‐ Extended and Immersion)
Other School Based Teachers, Specialist Teachers & Resource Teachers
Art (Elementary)
Music (Elementary)
Drama (Elementary)
Physical Education (Elementary)
French ‐ Core (Elementary)
Other Specialist Teachers (Elementary)
Student Success Teachers (Secondary)
Resource Teachers and Other
Principals ‐ instruction time only
Vice‐Principals ‐ instruction time only
Care and Treatment and Correctional Facilities
Total Classroom Instruction Teachers
Teacher Assistants
Teacher Assistants ‐ General
Early Childhood Educator
Care and Treatment and Correctional Facilities Assistants
Student Support ‐ Professionals, Paraprofessionals and Technicians
Social Services
Child & Youth workers
Speech Services
Psychological Services
Attendance Counselling
Lunchroom/Noon hour/Bus/Yard Supervision
Computer and Other Technical Student Support Services
Clerical and Secretarial staff
Other Prof. and Paraprof. Staff, Teachers or Teacher Assistants
Library and Guidance
Library Teachers
Guidance Teachers
Library technicians
Other staff ‐ Library/Guidance
School Administration
Principals ‐ Administrative Time
Vice‐Principals ‐ Administrative Time
Department Heads ‐ Release Time
Clerical and Secretarial Staff
Coordinators and Consultants
Coordinators and Consultants
Clerical and Secretarial staff
TOTAL
Hastings and Prince Edward District School Board 2011-2012 Budget
Code of Accounts References
Elementary Secondary
10‐170*
10‐170*
10‐171,173,192
10‐170*
10‐170*
10‐170*
10‐170*
10‐170*
10‐170*
459.8
12
10‐171,173,192
10‐151
10‐152
10‐170 (305)
Total Regular Program
332.7
3.5
792.5
15.5
0
0
4.9
8
0
0
0
2
8
2
15
25
6
8
0
0
4.9
534.7
344.2
878.9
0
17
0
0
17
0
1.5
0
0
1.5
1
11.3
0
1.5
0
0
1.5
8
11.3
0
3
0
0
3
9
22.6
21‐136/170/191
0
0
0
23‐170
24‐170
See Instructions
See Instructions
1
0
16.1
0
8
13.3
1.6
1
9
13.3
17.7
1
15‐151
15‐152, 15‐170*
15‐154
See Instructions
34.4
12.6
0
52
8
12.5
0
39.3
42.4
25.1
0
91.3
9
5
14
692.1
455.2
1,147.30
10‐191*
2
8
2
15
25
6
10‐191 (305)
21‐134
21‐133
21‐132
21‐131
21‐121
22‐135 or 21/22‐110
25‐161/170/151/152
18
Appendix H ‐Staffing by Programs ‐ 2011‐12
Special Education//Total Staffing
Report staffing based on FTE as of October 31 (One decimal)
STAFFING ‐ For Code of Accounts References, please refer to Appendix H, Regular Program Staffing Page
Special Education ‐
Elementary
Classroom Instruction
Classroom Teachers (other than teachers included below)
Classroom Teachers (French ‐ Extended and Immersion)
Other School Based Teachers, Specialist Teachers & Resource Teachers
Art (Elementary)
Music (Elementary)
Drama (Elementary)
Physical Education (Elementary)
French ‐ Core (Elementary)
Other Specialist Teachers (Elementary)
Student Success Teachers (Secondary)
Resource Teachers and Other
Principals ‐ instruction time only
Vice‐Principals ‐ instruction time only
Care and Treatment and Correctional Facilities
Total Classroom Instruction Teachers
Teacher Assistants
Teacher Assistants ‐ General
Early Childhood Educator
Care and Treatment and Correctional Facilities Assistants
Student Support ‐ Professionals, Paraprofessionals and Technicians
Social Services
Child & Youth workers
Speech Services
Psychological Services
Attendance Counselling
Lunchroom/Noon hour/Bus/Yard Supervision
Computer and Other Technical Student Support Services
Clerical and Secretarial staff
Other Prof. and Paraprof. Staff, Teachers or Teacher Assistants
Library and Guidance
Library Teachers
Guidance Teachers
Library technicians
Other staff ‐ Library/Guidance
School Administration
Principals ‐ Administrative Time
Vice‐Principals ‐ Administrative Time
Department Heads ‐ Release Time
Clerical and Secretarial Staff
Coordinators and Consultants
Coordinators and Consultants
Clerical and Secretarial staff
TOTAL
Hastings and Prince Edward District School Board 2011-2012 Budget
18.5
Special Education ‐ Secondary
Total Day School Continuing Education, Summer Programs
School & Adult Day School
24.3
0
0
0
0
0
0
36.8
0
0
3.5
58.8
11.7
0
0
1
37
164.5
0
3
97.2
835.3
15.5
2
8
2
15
25
6
8
48.5
0
4.9
4.5
974.7
0
0
0
0
0
0
0
GRAND TOTAL
835.3
15.5
2
8
2
15
25
6
8
48.5
0
4.9
4.5
974.7
0
0
261.7
17
3
261.7
17
3
0
9
1
1.5
0
0
1.5
0
8.7
1
1.5
0
0
0.5
0
20.7
2
3
3
9
24.6
0
0
0
0
0
0
0
1
0
1
0
0
20.7
2
3
3
9
24.6
0
1
0
0
0
0
0
0
0
0
9
13.3
17.7
1
0
0
0
0
9
13.3
17.7
1
0
0
0
0
0
0
0
0
42.4
25.1
0
91.3
0
0
0
0
42.4
25.1
0
91.3
6
1
21
1
22
6.5
246.3
146.9
1,540.50
1
1,548.00
19
APPENDIX H ‐ STAFFING ‐ 2011‐12
Administration, Transportation & School Operations Staffing
Report staffing based on FTE as of October 31 (One decimal)
Administration and Governance
Code of Accounts References
Elementary
Secondary
Trustees
Directors and Supervisory Officers
Other Academic Staff ‐ Teachers,Principals,VP's
Managerial/Professional Staff
Clerical / Secretarial / Technical and Specialized Staff
Pupil Transportation
Managerial/Professional Staff
Clerical and Secretarial Staff
Technical and Specialized/Bus Drivers (employed by board)
31‐101
32‐102
See Instructions
See Instructions
See Instructions
50 to 54 ‐ 103
50 to 54 ‐ 112
50 to 54 ‐ 110
0
0
0
Transportation Assistants
School Operations
Managerial/Professional Staff
Clerical and Secretarial Staff
Custodial Staff
Maintenance Staff
Other Non‐Operating ‐ All Staff
Other Non‐Operating ‐ All Staff
TOTAL
50 to 54 ‐ 122
0
40‐103,41‐103
40‐112,41‐112
40‐110,41‐110
40‐110,41‐110
59‐xxx
Grand Total
Hastings and Prince Edward District School Board 2011-2012 Budget
10
7
0
8.5
36.1
91.5
9
59.2
9
9
3
150.7
18
0
242.3
1,790.30
20
APPENDIX A
Education Funding
Technical Paper
2011–12
The following pages summarize the key changes to education funding for 2011-2012. The
entire technical paper is available on Ministry of Education website: www.edu.gov.on.ca/
eng/funding/1112/technical11.pdf
Spring 2011
Ministry of Education
Une publication équivalente est disponible en français sous le titre suivant : Financement de l’éducation : Document
technique 2011-2012, printemps 2011, sur le site Web du ministère de l’Éducation à l’adresse suivante :
< http://www.edu.gov.on.ca/fre/policyfunding/funding.html >.
ISBN: 978-1-4435-6442-7 (PDF)
Table of Contents
Introduction....................................................................................................................... 1
Education Funding Grants .............................................................................................. 8
Pupil Foundation Grant ................................................................................................. 11
Primary Pupil Foundation Allocation ......................................................................... 12
Junior and Intermediate Pupil Foundation Allocation ................................................ 13
New Savings Measures for 2011–12 .......................................................................... 13
Pupil Foundation Grant Factors .................................................................................. 13
School Foundation Grant ............................................................................................... 19
Special Purpose Grants .................................................................................................. 23
Special Education Grant ................................................................................................ 25
Special Education Per-Pupil Amount (SEPPA) Allocation........................................ 26
High Needs Amount (HNA) Allocation ..................................................................... 26
Special Equipment Amount (SEA) Allocation ........................................................... 34
Special Incidence Portion (SIP) Allocation ................................................................ 35
Facilities Amount (FA) Allocation ............................................................................. 36
Behaviour Expertise Amount (BEA) Allocation ........................................................ 36
Language Grant .............................................................................................................. 37
French as a First Language (FFL) Allocation............................................................. 37
French as a Second Language (FSL) Allocation ........................................................ 38
Second-Language and Second-Dialect Instruction..................................................... 38
English as a Second Language/English Literacy Development (ESL/ELD)
Allocation.............................................................................................................. 39
Programme d'appui aux nouveaux arrivants (PANA) Allocation ........................ 41
Actualisation linguistique en français (ALF) Allocation...................................... 42
First Nations, Métis, and Inuit Education Supplement............................................... 45
Native Languages Allocation...................................................................................... 45
Native Studies Allocation ........................................................................................... 46
Per-Pupil Amount Allocation ..................................................................................... 46
Geographic Circumstances Grant................................................................................. 49
Remote and Rural Allocation...................................................................................... 49
Supported Schools Allocation..................................................................................... 51
Rural and Small Community Allocation..................................................................... 53
Learning Opportunities Grant ...................................................................................... 55
Demographic Allocation............................................................................................. 55
Literacy and Math Outside the School Day Allocation .............................................. 57
Student Success, Grades 7 to 12 Allocation ............................................................... 58
School Effectiveness Framework ............................................................................... 59
Ontario Focused Intervention Partnership (OFIP) Tutoring....................................... 59
Technical Paper 2011–12, Spring 2011
i
Specialist High Skills Major (SHSM)......................................................................... 59
School Authorities Amalgamation Adjustment .......................................................... 59
Safe Schools Supplement................................................................................................ 61
Safe Schools Strategy Allocation................................................................................ 61
Urban and Priority High Schools Allocation .............................................................. 63
Program Enhancement Grant ....................................................................................... 65
Continuing Education and Other Programs Grant..................................................... 67
Cost Adjustment and Teacher Qualifications and Experience Grant ....................... 69
Cost Adjustment Allocation........................................................................................ 69
Teacher Qualifications and Experience Allocation .................................................... 70
New Teacher Induction Program (NTIP) Allocation.................................................. 72
Student Transportation Grant....................................................................................... 75
Cost Update Adjustment Allocation ........................................................................... 75
Enrolment Adjustment Allocation .............................................................................. 76
Routing Efficiency Allocation .................................................................................... 76
Fuel Escalator and De-escalator Allocation................................................................ 77
Funding for Transportation to Provincial or Demonstration Schools......................... 78
Effectiveness and Efficiency Review Funding Adjustment ....................................... 78
Full-Day Kindergarten Transportation Funding ......................................................... 79
Funding for Summer School Transportation .............................................................. 79
Declining Enrolment Adjustment.................................................................................. 81
School Board Administration and Governance Grant................................................ 85
Trustees Allocation ..................................................................................................... 85
Directors and Supervisory Officers Allocation........................................................... 87
Board Administration Allocation................................................................................ 88
Reporting Entity Project Allocation............................................................................ 89
Parent Engagement Funding Allocation ..................................................................... 89
Multiple Municipalities Allocation............................................................................. 90
Internal Audit Allocation ............................................................................................ 90
School Facility Operations and Renewal Grant........................................................... 93
School Operations Allocation ..................................................................................... 93
School Renewal Allocation......................................................................................... 98
Debt Service................................................................................................................... 103
Wrap-up of New Pupil Places Funding Model ......................................................... 103
Recognition of Long-Term Debt .............................................................................. 105
Full Day Kindergarten Program................................................................................ 105
New Capital Funding in 2011-12.............................................................................. 106
Capital Accountability Procedures ........................................................................... 106
School Authorities Allocation ...................................................................................... 109
Enrolment ...................................................................................................................... 110
Fees ................................................................................................................................. 111
ii
Technical Paper 2011–12, Spring 2011
Reporting and Accountability...................................................................................... 112
Balanced Budget, Enveloping, Flexibility, and Other Reporting Requirements.... 113
Provincial Transfers for 2011–12 ................................................................................ 117
Operational Reviews in 2011–12.................................................................................. 118
Appendix A – Abbreviations........................................................................................ 119
Index............................................................................................................................... 121
Addendum – Provincial Framework Agreement – Elementary Teachers’ Federation
of Ontario and Ontario Public School Boards’ Association ..................................... 131
Pupil Foundation Grant............................................................................................. 132
Special Education Grant ........................................................................................... 134
Language Grant......................................................................................................... 134
First Nations, Métis, and Inuit Education Supplement ............................................. 134
Geographic Circumstances Grant ............................................................................. 135
Learning Opportunities Grant ................................................................................... 136
Cost Adjustment and Teacher Qualifications and Experience Grant ....................... 137
Technical Paper 2011–12, Spring 2011
iii
Introduction
Purpose
This paper contains details of the grant formulas and other criteria for education funding
through the Grants for Student Needs (GSN) for the 2011–12 school year. It is intended
to provide an overview of the formulas that are used to calculate school boards’ 2011–12
allocations for budgeting and financial reporting purposes. *
The grant formulas outlined in this paper are based on the following regulations: Grants
for Student Needs – Legislative Grants for the 2011-2012 School Board Fiscal Year,
Calculation of Average Daily Enrolment for the 2011-2012 School Board Fiscal Year,
and Calculation of Fees for Pupils for the 2011-2012 School Board Fiscal Year. †
Changes for 2011–12
A summary of the changes in the 2011–12 education funding approach is provided
below. Further details can be found in the relevant sections of this paper.
In 2011–12, funding to school boards through the GSN is projected to be more than
$21 billion. The $21 billion represents an increase of almost $770 million over Revised
Estimates for the 2010–11 school year. This will be the 9th consecutive year in which the
Government has provided a funding increase for education.
The 2011–12 GSN focuses on:
x
Funding for the salary increases and more staff and programs related to the Provincial
Discussion Table agreements (PDTs),
x
Funding for cost pressures related to the increase in Ontario Municipal Employees
Retirement System (OMERS) employer contribution rates,
x
x
Funding for cost pressures in student transportation, community use of schools,
school operations,
Continued phase in of structural improvements announced in 2010,
x
Funding for Full-day Kindergarten (FDK) transportation transferred into the GSN,
x
Multi-year capital funding,
*
An addendum to this document provides the applicable benchmarks and formulas to support the
Provincial Discussion Table agreement (PDT) negotiated between the Elementary Teachers’
Federation of Ontario (ETFO) and the Ontario Public School Boards’ Association (OPSBA).
†
Should there be any discrepancy between this paper and the regulations, the regulations prevail.
Technical Paper 2011–12, Spring 2011
1
x
Additional multi-year savings measures in 2011–12 to promote efficient management
of resources and protect the gains made in education. These measures underline that,
in the current fiscal environment, it is essential that the Ministry, school boards, and
other partners in education continue to work together to maximize the benefits of the
Province’s investments in education.
x
In 2011–12, the Ministry will continue to engage boards and stakeholders in cooperative initiatives to improve education funding.
Enhancements for Peace and Progress in Education
In 2011–12, the final year of the four-year PDTs, the following enhancements, totalling a
projected $702 million, will be implemented.
x
$485.2 million for a 3 percent increase to salary benchmarks for regular teachers,
occasional teachers, and non-teaching staff who bargain collectively, as of September
1, 2011. (This figure is net of $10 million in savings for public sector compensation
restraint on salaries for staff who do not bargain collectively.)
x
$52.7 million for an additional 578 elementary specialist teachers to support 10
additional minutes of elementary teachers’ preparation time;
x
$12.7 million for 137 Grades 4–8 teaching positions to reduce average class size in
those grades;
x
$120.2 million for enhancements for education assistants including an increase in the
number of working days (from 188 to 194) and in the number of hours worked
(maximum of 7 hours per day) ($110.1 million through the Special Education PerPupil Amount (SEPPA) of the Special Education Grant and $10.1 million through the
Pupil Foundation Grant, reflecting both the PDT increase of 16.67 percent for the
Education Assistants benchmark and $8.2 million for elementary supervision);
x
$9.5 million for increased professional learning opportunities for elementary teachers;
and
x
$20 million for over 214 additional secondary teachers to support locally developed
strategies to expand high school programming.
Enhancements to Keep up with Costs
Ontario Municipal Employees Retirement System (OMERS) Contributions
OMERS is the pension plan of most non-teaching staff. OMERS contribution rates are
increasing by 2.9 percent over three years, beginning with a 1 percent increase effective
January 2011.
2
Technical Paper 2011–12, Spring 2011
To assist school boards with the increased costs of their share of the contributions in the
current school year (January 1 to August 31, 2011), the Ministry is allocating $21 million
for 2010–11 as a one-time payment.
In 2011–12, an additional 1.67 percent will be added to the benefits benchmarks in the
Foundation Grants for non-teaching staff, with similar adjustments to the benefits
provided through the various Special Purpose Grants. This change will generate an
additional $49.9 million in 2011–12.
School Operations
The non-staff portion of the school operations benchmark of the School Operations
Allocation is increasing again by 2 percent to help boards manage higher commodity
prices, such as natural gas and electricity, as well as insurance costs.
An additional $4.1 million will be allocated specifically for projected higher electricity
costs.
These increases bring School Operations funding to $1.96 billion – a 36 percent increase
since 2002–03.
Student Transportation
The cost benchmarks in the Student Transportation Grant are increasing by 2 percent to
help recognize increased capital and other operating costs. As in 2009–10 and 2010–11,
boards with a transportation surplus in the previous year that is equal to, or greater than, 2
percent will not be eligible for this increase.
The pegged price of fuel in the Fuel Escalator and De-escalator Allocation is being
updated as part of the cost benchmark increase. This update will help ensure funding
stability for boards in the event of fuel price volatility.
Community Use of Schools
The Community Use of Schools Allocation is increasing by more than $0.5 million to
help cover the cost pressures of inflation.
Reforms and Refinements to the GSN
2006 Census
In 2011–12, the Ministry will continue to phase in changes to the Demographic
Allocation of the Learning Opportunities Grant (LOG) and the Pupils in Canada
Component of the English as a Second Language/English Literacy Development
(ESL/ELD) Allocation resulting from the move to 2006 Census data. This will be the
second year of a four-year phase in for both LOG and ESL/ELD.
Technical Paper 2011–12, Spring 2011
3
Distant Schools Allocation
This is the second year of the three-year phase out of the Distant Schools Allocation
announced in 2010–11.
First Nations, Métis and Inuit Education Supplement
The First Nations, Métis and Inuit Education Supplement was introduced in 2007–08 to
support programs designed for Aboriginal students. To allow boards to offer programs
designed for Aboriginal students despite limited enrolment, the funding benchmarks for
Native Studies and Native Languages were originally based on an average class size of 8.
With student take-up increasing significantly, the funding benchmarks for Native Studies
and Native Languages have been changed to recognize an average class size of 12.
Supervised Alternative Learning
Starting in 2011–12, students enrolled in Supervised Alternative Learning (SAL)
programs will be funded as half-time pupils plus the appropriate full-time equivalent
(FTE) for any academic program (to a maximum of 1.0 FTE in total). This reform will
better align funding with program costs.
Transfer into the GSN – Transportation Funding for Full-Day Kindergarten
(FDK)
Support for FDK transportation funding will be transferred from Education Programs –
Other (EPO) to the GSN in 2011–12.
This funding will be allocated to boards based on approval of submissions made to the
Ministry.
Capital Funding
Limited multi-year capital funding for school boards will be available for the next three
years, beginning in 2011–12. This includes:
x
$40 million for temporary accommodations,
x
$150 million annually to address school renewal needs, and
x
$600 million over three years for major capital projects.
Starting in 2011–12, school boards will be able to use up to an annual maximum of 2.5
percent of their FDK capital funding allocations to lease or relocate portables, as a
temporary solution to address FDK-related accommodation needs.
4
Technical Paper 2011–12, Spring 2011
Efficiency and Savings Measures
Previously Announced Savings Measures
The following savings measures introduced in 2010–11 will continue in 2011–12:
School Operations and Renewal top-up Funding
The maximum Base Top-up for schools not deemed to be Supported or Rural Schools
will be reduced to 15 percent in 2011–12 from the current 18 percent. Supported schools
and Rural schools will not be affected by this change and will continue to be funded at
100 percent of their capacity. New schools will continue to be ineligible for top-up
funding for five years.
School Board Administration
The savings measures for School Board Administration will grow from $8.6 million in
2010–11 to $15.4 million in 2011–12. The incremental savings of $6.8 million will be
achieved by lowering the per-pupil benchmarks in the Directors and Supervisory Officers
and Board Administration components of the School Board Administration and
Governance Grant by approximately 1.54 percent.
Student Transportation
The annual 1 percent reduction in the student transportation allocation continues. As in
2009–10 and 2010–11, this reduction does not apply to boards with an Effectiveness and
Efficiency (E&E) review "high" rating on routing and technology. Boards that achieve a
“high” rating in 2011–12 will be exempt from the reduction starting the year that follows
their reviews.
Savings Measures Starting in 2011–12
The following new savings measures apply in the 2011–12 school year:
Classroom Computers
The reduction in funding for classroom computers is being extended for a third year for a
savings of $24.9 million.
Staff Development
There will be a reduction of funding for the Staff Development component in the Pupil
Foundation Grant benchmarks. The measure will yield $21.3 million in savings. The
Ministry continues to support the learning and professional development of staff through
various EPO programs and funding available through some Special Purpose grants.
Technical Paper 2011–12, Spring 2011
5
Public Sector Compensation Restraint to Protect Public Services Act, 2010
For 2011–12, all salary benchmarks in the GSN funding formula are being increased by 3
percent, but $10 million of this increase is to be recovered from boards to reflect the
number of staff who do not bargain collectively. This recovery will be based on the
number of non-unionized staff reported by school boards in 2008–09 Revised Estimates
(as requested in the memorandum of October 8, 2008: SB26 – 2008–09 Revised
Estimates). Principal and Vice-principals are not included in the calculation of nonbargaining staff.
Process Improvements
Regional and sector discussions with major special education stakeholders were held in
September and October 2010. The findings of these discussions were presented at a oneday session in February 2011 as part of the 2011–12 GSN funding formula review.
In 2010, the Ministry established the Board Administration and Governance Grant
Advisory Group to advise on a new allocation model for the School Board
Administration and Governance Grant. The Advisory Group expects to report in time for
a successor model to be implemented in the 2012–13 school year.
A School Operations Working Group has also been established as a forum for the
Ministry, the PDT unions, and school boards to collect and analyse data, to identify and
discuss issues, and to develop recommendations regarding the funding of school
operations. The Working Group had two meetings to date to discuss and analyze the data,
with future meetings scheduled over the coming months.
The Ministry will be moving forward on a variety of process improvements designed to
make school finances more efficient. These include:
6
x
Examining EPO programs with a view to transferring mature programs into the GSN;
x
Examining current reporting requirements to reduce and consolidate the number of
reports that the Ministry requires from boards;
x
Working with school boards to increase and expand the range and number of
consortia opportunities;
x
Using the School Board Administration and Governance Grant review process to look
at the workload pressures identified by board administrators; and
x
Working with Indian and Northern Affairs Canada (INAC) to address issues about
tuition fee agreements.
Technical Paper 2011–12, Spring 2011
Investments Outside the GSN
In 2011–12, the Government continues to support boards in advancing student
achievement through other education initiatives with investments outside the GSN.
Further information about 2011–12 funding outside the GSN will be provided to school
boards through Ministry B-Memoranda.
School Authorities
As in previous years, funding for School Authorities will be adjusted in 2011–12, as
appropriate, to reflect changes in funding to district school boards. The Ministry will
provide further information concerning funding for School Authorities in 2011–12 in the
near future.
Further Information
If you have any questions about the material in this paper, please contact your Ministry of
Education regional office finance officer or the following branches of the Ministry:
Capital Programs Branch
(416) 326-5737
Capital Policy Branch
(416) 325-1704
Education Finance Branch
(416) 325-8407
Financial Analysis and Accountability Branch
(416) 314-3711
French-language Education Policy and Programs Branch
(416) 325-2127
School Business Support Branch
(416) 212-3173
Special Education Policy and Programs Branch
(416) 314-2333
Technical Paper 2011–12, Spring 2011
7
Education Funding Grants
Education funding in 2011–12 consists of a Pupil Foundation Grant, a School Foundation
Grant, thirteen special purpose grants, and Debt Service, as summarized below.
Projected funding
in 2011–12 *
($ Million)
PUPIL
FOUNDATION
GRANT
SCHOOL
FOUNDATION
GRANT
SPECIAL
PURPOSE
GRANTS
1
2
3
4
5
6
7
8
9
10
11
12
13
DEBT
SERVICE
Classroom teachers
Education assistants
Textbooks and learning materials
Classroom supplies
Classroom computers
Library and guidance services
Specialist Teachers (including preparation time)
Student Success teachers (including preparation time)
Professional and para-professional supports
Classroom consultants
Principals
Vice-principals
School Secretaries
School office supplies
Special Education Grant
Language Grant
First Nations, Métis, and Inuit Education Supplement
Geographic Circumstances Grant
Learning Opportunities Grant
Safe Schools Supplement
Program Enhancement Grant
Continuing Education and Other Programs Grant
Cost Adjustment and Teacher Qualifications and
Experience Grant
Student Transportation Grant
Declining Enrolment Adjustment
School Board Administration and Governance Grant
School Facility Operations and Renewal Grant
Non-Permanently Financed Capital Debt
Interest Expense
TOTAL*
*
8
$9,802.4
$1,404.5
$2,518.1
$649.8
$37.1
$193.7
$476.3
$46.1
$45.3
$148.2
$1,413.4
$844.7
$60.7
$548.8
2,260.8
$65.7
$498.9
$21,014.6
Excludes unallocated funding ($0.9 million) and school authorities funding ($30.8 million).
Technical Paper 2011–12, Spring 2011
2011–12 Grant Allocations * (Projections)
Total: $21.01B*
Pupil Foundation Grant
$9.80B
School Foundation Grant
$1.40B
Debt Service $564.6M
Special Purpose Grants
$9.24B
School Facility
Operations & Renewal
Grant $2.26B
Special Education Grant
$2.52B
First Nations,
Métis and Inuit
Education
Supplement
$37.1M
Administration & Governance
Grant $548.8M
Language Grant
$649.8M
Learning Opportunities
Grant $476.3M
Geographic
Circumstances Grant
$193.7M
Student
Transportation
Grant $844.7M
Declining Enrolment
Adjustment $60.7M
Cost Adjustment &
Teacher
Qualifications and
Experience Grant
$1.41B
Safe Schools Supplement
$46.1M
Program Enhancement Continuing Education & Other
Grant $45.3M
Programs Grant $148.2M
*
Excludes $0.9 million in unallocated funding and $30.8 million for school authorities.
Technical Paper 2011–12, Spring 2011
9
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