2017/2018 Budget Development April 12, 2017 of the... · Announcement for 2017/2018 GSN Ministry...
Transcript of 2017/2018 Budget Development April 12, 2017 of the... · Announcement for 2017/2018 GSN Ministry...
2017/2018 Budget Development
April 12, 2017
1April 12, 2017
Agenda
Budget Objectives
Status of Budget Development Process/Schedule
Review of Key Budget Components
Enrolment, Revenues
Trustee Input
Communication/Stakeholder Input
2017/2018 Budget Development
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Key Objectives of Budget
Development Process
2017/2018 Budget Development
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Key Objectives:
Alignment of financial resources
Multi-Year plan
Annual Operational Plan
Special Education Plan
System and Corporate Responsibility
Identify key assumptions used to prepare the budget
Identify timelines for budget discussions
Develop key messages to be included in the communication
plan
2017/2018 Budget Development
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2017/2018 Budget Development
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Budget Development
Schedule
April 12, 2017
2017/2018 Budget Development
Schedule
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Committee of the Whole – April/May 2017
Discussion re: Alignment of Financial Resources
Multi-Year Plan
Annual Operational Plan
Special Education Plan
System and Corporate Responsibility
Review of Budget Parameters
Preliminary Enrolment 2017/2018
Revenue Assumptions
Expenditure Assumptions
Staffing Assumptions
Review of Accountability and Reporting Requirements
Review Trustee Issues/Input
Review/Implement Process for Stakeholder Input
Update on Status of Special Education Plan
April 12, 2017
2017/2018 Budget Development
Schedule
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Committee of the Whole– April/May 2017
Review details of 2017/2018 GSN
Overview of Grant Revenue Calculation (based on GSN
release)
Update on Administrative Council Discussions
Update on Trustee Input
Update on Stakeholder Input
Update on Special Education Plan
Review Communication Plan
April 12, 2017
2017/2018 Budget Development
Schedule
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Committee of the Whole– May 2017
Review Draft Budget
• Update on Enrolment/Revenue/Expenditure Assumptions
• Update on Staffing
Update on Administrative Council Discussions
Update on Trustee Input
Update on Special Education Plan
Update on Other Stakeholder Input
Review Initiatives/Financial Constraints
Update on Communication Plan
April 12, 2017
2017/2018 Budget Development
Schedule
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May 31, 2017 Board Meeting
Presentation of Preliminary Draft Budget
June Board Meeting
Budget Approval
June 30, 2017
Budget filed with Ministry
April 12, 2017
2017/2018 Budget Development
Reporting Timelines
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Estimates – June 30, 2017
Approved Budget
Projected Oct 31/17 and Projected Mar 31/18 Enrolment
Revised Estimates – December 15, 2017
Revised Budget
Actual Oct 31/17 Enrolment and Revised Mar 31/18 Projected
Enrolment
Financial Statements – November 15, 2018
Actual Expenditures and Revenues
Actual Oct 31/17 Enrolment and Actual Mar 31/18 Enrolment
Audited by External Audit Firm
April 12, 2017
2017/2018 Budget Development
Review of Key Budget Components
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Enrolment
ExpendituresRevenues
April 12, 2017
Review of Budget Components – Enrolment Projections:
Enrolment projections form the basis for GSN calculations
and staffing
Enrolment is defined in terms of full-time equivalency
(FTE) and average daily enrolment (ADE)
FTE: # of minutes of instruction per day / 300
ADE calculations are based on 50% of the FTE as of October
31 and March 31
Enrolment Projections based on:
Birth rates, migrations rates, impact of new housing starts and pupil
yield rates
Catchment population, participation rates
District program offerings, retention rates
2017/2018 Budget Development
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2017/2018 Budget Development
Key Assumptions - HDSB Enrolment Summary
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2016/17 Enrolment %
2017/18 Revised Increase Increase
Projection Estimates* (Decrease) (Decrease)
Elementary 45,546.00 45,109.00 437.00 0.97%
Secondary 18,692.00 18,273.82 418.18 2.29%
64,238.00 63,382.82 855.18 1.35%
2016/17 Enrolment %
2017/18 Original Increase Increase
Projection Budget** (Decrease) (Decrease)
Elementary 45,546.00 44,575.00 971.00 2.18%
Secondary 18,692.00 18,353.04 338.96 1.85%
64,238.00 62,928.04 1,309.96 2.08%
* Enrolment based on Actual October 31/16 and Projected March 31/17
** Enrolment based on Projected October 31/16 and Projected March 31/17
2017/2018 Budget Development
HDSB Enrolment Summary
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Elementary
2016/17 Enrolment %
2017/18 Revised Increase Increase
Projection Estimates (Decrease) (Decrease)
Burlington 12,914.00 13,089.00 (175.00) (1.34%)
Oakville 15,586.00 15,428.00 158.00 1.02%
Milton 12,443.00 11,954.00 489.00 4.09%
Halton Hills 4,603.00 4,638.00 (35.00) (0.75%)
45,546.00 45,109.00 437.00 0.97%
2017/2018 Budget Development
HDSB Enrolment Summary
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Secondary
2016/17 Enrolment %
2017/18 Revised Increase Increase
Projection Estimates (Decrease) (Decrease)
Burlington 5,844.28 5,800.64 43.64 0.75%
Oakville 8,303.27 8,004.08 299.19 3.74%
Milton 2,639.64 2,483.02 156.62 6.31%
Halton Hills 1,904.81 1,986.08 (81.27) (4.09%)
18,692.00 18,273.82 418.18 2.29%
2017/2018 Budget Development
HDSB Enrolment Summary
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Combined Elementary & Secondary
2016/17 Enrolment %
2017/18 Revised Increase Increase
Projection Estimates (Decrease) (Decrease)
Burlington 18,758.28 18,889.64 (131.36) (0.70%)
Oakville 23,889.27 23,432.08 457.19 1.95%
Milton 15,082.64 14,437.02 645.62 4.47%
Halton Hills 6,507.81 6,624.08 (116.27) (1.76%)
64,238.00 63,382.82 855.18 1.35%
2017/2018 Budget Development
Key Assumptions - HDSB Enrolment
Summary
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2017/2018 Budget Development
HDSB Enrolment Summary
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Inc (Dec) %
Elementary Secondary Combined Prior Year Change
2017/18 Projected 45,546 18,692 64,238 856 1.35%
2016/17 Revised 45,109 18,273 63,382 1,370 2.21%
2015/16 Actuals 44,232 17,781 62,012 939 1.54%
2014/15 Actuals 43,616 17,457 61,073 1,812 3.06%
2013/14 Actuals 41,627 17,634 59,261 2,229 3.91%
2012/13 Actuals 39,298 17,734 57,032 2,687 4.94%
2011/12 Actuals 36,691 17,654 54,345 1,542 2.92%
2010/11 Actuals 35,264 17,539 52,803 2,009 3.96%
2009/10 Actuals 33,598 17,196 50,794 1,512 3.07%
2008/09 Actuals 32,403 16,879 49,282 1,236 2.57%
2007/08 Actuals 31,533 16,512 48,045 1,201 2.56%
2006/07 Actuals 30,755 16,089 46,844 1,049 2.29%
2005/06 Actuals 30,084 15,712 45,795 1,112 2.49%
2017/2018 Budget Development
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Revenues
April 13, 2016
April 12, 2017
Review of Key Budget Components - Revenues:
Revenues
Ministry Funding
Grants for Student Needs (GSN)
Education Program Other (EPO)
Other Revenues
Other Government Funding
Tuition Fees
Cafeteria/Rental Income
Investment Income
Other
Drawdown From Accumulated Surplus
School Generated Funds (school level)
2017/2018 Budget Development
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2017/2018 Budget DevelopmentKey Budget Components – Revenues (2016/17 HDSB Budget)
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Provincial Grants -Grants for Student
Needs90.6%
Provincial Grants -Other0.3%
School Generated Funds2.7%
Investment Income0.2%
Other Fees & Revenues2.0%
Amortization of Deferred Capital
Contributions3.8%
Total Revenue $712M(Accumulated Surplus - $7M)
April 12, 2017
2017/2018 Budget Development2016/2017 Special Purpose Grants - HDSB
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Pupil Foundation51.4%
School Foundation6.3%
Special Education12.9%
Language2.7%
Qualifications & Experience6.9%
Transportation2.4%
Administration and Governance
2.4%
School Operations9.7%
School Renewal1.3%
Other Grants2.1%
Capital Interest2.0%
Total Provincial Grants - GSN $645M
April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN)
Ministry Funding – Grants for Student Needs (GSN)
Grants for Student Needs (GSN) – April 12, 2017 Ministry
Announcement for 2017/2018 GSN
Ministry Memorandum 2017: B04
Reporting
June 30, 2017, due date for board estimates to Ministry
Working Together
Regional information sessions for school board officials
and to provide feedback
Grant Forms (EFIS) will be available April 21, 2017
Forms provide the detailed information required for school
boards to calculate the actual grant allocation
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN)
Additional Information Released on April 12, 2017
Technical Paper 2017-18
School Board Funding Projections for the 2017-18 School Year
2017-18 Education Funding: Discussion Summary
Memorandum 2017 SB08: Renewal & Greenhouse Gas Reduction
Funding for the 2017/18 School Year
2017/18 Education Funding: A Guide to the Grants for Student Needs
April 12, 2017: Grants for Student Needs: Technical Briefing Video
April 12, 2017: Grants for Student Needs: Technical Briefing
Presentation Slides
All information available on Ministry of Education website:
www.edu.gov.on.ca/eng/policyfunding/funding.html
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
GSN Announcement - Key Areas:Enhancements to Implement the Recently Negotiated
Agreements
Capital
Indigenous Education
School Foundation Grant
Keeping Up with Costs
Ongoing Implementation and Other Changes
Next Steps in Transformation
Reporting
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Enhancements to Implement the Recently Negotiated Agreements:
Nine agreements will be effective from September 1, 2017 to August
31, 2019.
2017-18 GSN reflects investments for the first year of the agreements
to support the following:
Modest wage increases and investments in benefit
transformation;
Local priorities funding
Class size reduction investments for full-day kindergarten (FDK)
and grades 4-8;
Community use of schools and other priorities.
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Enhancements to Implement the Recently Negotiated Agreements:
Modest wage increases and investments in benefit transformation:
• 1.5 per cent salary benchmark increase for staff in 2017-18
• Ministry has committed to provide funding to support a one-time
payment in 2017-18 for professional development, equivalent to the
amount that would have been generated if the salary benchmarks for
these staff had been increased by 0.5%
• Inflation protection increases for provincial benefits
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Local Priorities Funding:
Local Priorities Fund to address a range of local education issues
Actual staffing depends on specific agreements, local discussions and
staffing decisions
Can address a range of priorities including special education, “at risk”
students and adult education
Community and Other Priorities:
3% increase to Community Use of Schools funding
New funding to help boards manage the impact of the contract
extensions
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Class Size Investments:
Ministry commitment to invest in reducing class sizes for FDK and
Grades 4 to 8
Additional investments in FDK to lower the funded average class size
to 25.75
Funding to lower average class size for grades 4 to 8 to 22.85 over
five years (in 2017/18, the funded average class size will be reduced
to 24.17)
Boards whose regulated class size average maximum is at or below
24.5 will not be required to lower their maximum class sizes
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Capital
School Condition Improvement (SCI):
Additional investments in SCI to support the Ministry’s vision to
provide safe and healthy learning environments to support
achievement
HDSB 2017/18 Allocation $12,175,500
Greenhouse Gas (GHG) Reduction Funding:
Funding to support Government of Ontario’s Climate Change
Action Plan emissions reduction target by 2020
Eligible expenditures will support replacement, renewal and
installation of new energy efficient building components
Initiative will run from April 2017 to March 2018
HDSB Allocation $3,043,870
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Indigenous Education Grant:
Starting in 2017/18, grant will be fully enveloped
All boards must identify a Indigenous Education Lead position
Each board will also be required to identify a supervisory officer who
is accountable for the implementation of the Ontario First Nation,
Métis and Inuit Education Framework
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
School Foundation Grant (SFG) Investments: Funding to support school administration
Multi-building Adjustment:
Funding for additional principal for elementary or secondary
schools that consists of multiple buildings on the same
campus with large enrolment
Funding phased-in over four years
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Keeping Up With Costs:
Student Transportation
Increase in funding by 2 percent
Utilities
Non-staff portion will be increased by 2 percent
EPO (Education Program Other) Investments:
Ministry will continue to support other education initiatives
Ministry will release a memo to provide boards with funding
allocations for 2017/18
Continued support for the Renewed Math Strategy
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Ongoing Implementation and Other Changes
Changes stemming from past labour agreements
Benefits investments (Employee Life and Health Trusts)
School Board Administration and Governance Grant (final year of
four-year phased in reduction)
School Board Efficiencies and Modernization (final year of the three-
year phase in)
Differentiated Special Education Needs Amount (final year of the
four-year phase in)
Continued phase in of the 2011 Census and National Household
Survey Updates
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Next Steps in Transformation
Rural Education
Engagement on education in rural and remote communities
Transportation
Multi-stakeholder consultation to solicit input and feedback to
renew the vision of student transportation in Ontario
Consultation will focus on transportation funding principles, the
roles of government and school boards, and interactions with
other services outside of education
Feedback gathered from the engagement will be used to inform
the delivery of student transportation funding to school boards
and future policy development
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April 12, 2017
2017/2018 Budget DevelopmentRevenues - Grants for Student Needs (GSN) Highlights
Reporting:
Dates for Submission of Financial Reports:
June 30, 2017, Board Estimates for 2017/2018
November 15, 2017, Board Financial Statements for 2016/2017
December 15, 2017, Board Revised Estimates for 2017/2018
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April 12, 2017
Trustee Input:
Identify Initiatives/Resources for consideration
Identify areas of issues/review and/or concerns
Provide input on format/implementation of Budget
Development process
2017/2018 Budget Development
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Communication/Stakeholder Input:
Budget discussions with Trustees (April/May/June)
Meetings with Principals/Managers, Special Education
Advisory Committee
Post following on Board website:
2017/2018 Budget Development Information
Update website as additional information becomes
available
Ministry Updates/Release of 2017/2018 Funding (Grants for
Student Needs) available on Ministry website
2017/2018 Budget Development
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Communication/Stakeholder Input;
Information/consultation via HDSB website
Invitation to all stakeholders to provide input concerning
2017/2018 Budget
Sent out news release to school community to direct
them to website to provide input
Sent out news release to direct parents to website to
provide input
Placed newspaper advertisements in all local papers
directing parents/community to the website to
provide input
2017/2018 Budget Development
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Questions ?
2017/2018 Budget Development
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