CENTRAL OKANAGAN PUBLIC SCHOOLS 2020-2021 ANNUAL … Annual Budget... · 2020. 2. 24. · CENTRAL...

CENTRAL OKANAGAN PUBLIC SCHOOLS2020-2021 ANNUAL BUDGET PRESENTATION

Delta Carmichael, CPA, CAAssistant Secretary TreasurerMarch 2, 2020

CENTRAL OKANAGAN PUBLIC SCHOOLSOVERARCHING GOAL

Learner – engaged, resilient and seeks to understand;

Thinker – analyzes, makes connections and asks questions;

Innovator – sees possibilities and generates original ideas;

Collaborator – excels at working with others to create understanding;

Contributor – participates in local and global community.

Each Central Okanagan Public School student (K-12) will provide evidence of being a Learner, Thinker, Innovator, Collaborator and Contributor

CENTRAL OKANAGAN PUBLIC SCHOOLSPRESCHOOLS, AFTER SCHOOL, STRONG START CENTERS & PARTNERS

CENTRAL OKANAGAN TEACHERS ASSOCIATION (COTA)CANADIAN UNION OF PUBLIC EMPLOYEES (CUPE)

CENTRAL OKANAGAN PRINCIPAL’S/VICE PRIN. ASSOC.(COPVPA)CENTRAL OKANAGAN PARENT ADVISORY COUNCIL (COPAC)

DISTRICT STUDENT COUNCIL (DSC)

14 PRESCHOOL PROGRAMS

8 STRONG START CENTERS& OUR PARTNERS

16 AFTER SCHOOL PROGRAMS

CENTRAL OKANAGAN PUBLIC SCHOOLSWHAT HAS CHANGED, 2001 – 2020

o Operational

o Mar Jok, Watson, Chute Lake, Dr. Knox, Constable Neil Bruce, Okanagan Mission, Kelowna Secondary, Canyon Falls Middle, Board of Education Learning Centre and the start of H.S. Grenda Middle

o Expansion of Health & Safety regulations

o Natural gas busing, geothermal heating & carbon tax offset (utility management)

o Technology

o Refresh Program

o Bring Your Own Device (BYOD)

o Social Media (Facebook, YouTube, Instagram, Snapchat)

o Human Resources

o Multiple negotiated collective agreements with both CUPE and COTA

o Online application process

o Teacher posting system

CENTRAL OKANAGAN PUBLIC SCHOOLSPISA 2015 STUDENT ACHIEVEMENT BY COUNTRY

o High performing District in a high performing jurisdiction.

CENTRAL OKANAGAN PUBLIC SCHOOLSSTAFFING (HEAD COUNT) & SCHOOLS

SERVING 44 SCHOOLS31 Elementary

7 Middle

6 Secondary

1,546 TEACHERS

429 TTOC

1,098 CUPE

576 CAS/CUPE RELIEF

95 PRINCIPALS/VICE PRINCIPALS

41 EXEMPT

HEAD COUNT OF OVER 3,700 EMPLOYEES

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL INCOME SOURCES – MINISTRY OF EDUCATION FUNDED ENROLMENT

23,074 FTE

21,288 FTE21,431 FTE

Above figures do not include our International Education FTE (full time equivalent)

2002 Int’l Ed. FTE = 0

2020 Int’l Ed. FTE = 400

19,700

20,200

20,700

21,200

21,700

22,200

22,700

23,200

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL INCOME SOURCES – SPECIAL NEEDS STUDENTS

964 987 1,054 1,100 1,116 1,145 1,294

876 911 984

1,097 1,229

1,420

1,581

0

500

1,000

1,500

2,000

2,500

3,000

3,500

2014 2015 2016 2017 2018 2019 2020

Ministry of Education Funded Students (Level 1-3) Special Needs Students Supported by District Operating Funds

CENTRAL OKANAGAN PUBLIC SCHOOLSSTUDENTS BY HEADCOUNT

Sept 2019 Headcount = 23,501



0

2,000

4,000

6,000

8,000

10,000

12,00010,892

4,691

7,918

ELEMENTARY MIDDLE SECONDARY

CENTRAL OKANAGAN PUBLIC SCHOOLSGRADE DISTRIBUTION (HEADCOUNT)

2020 Headcount = 23,359

2019 Headcount = 23,031

2018 Headcount = 22,000

0

500

1,000

1,500

2,000

2,500

K 1 2 3 4 5 6 7 8 9 10 11 12

2020 2019

CENTRAL OKANAGAN PUBLIC SCHOOLSSIX YEAR GRADUATION RATE FOR BC RESIDENTS BY YEAR

91.8% 90.9% 90.0% 90.2%92.7% 91.4%

87.3% 87.4% 87.2% 87.7% 88.7% 89.3%

25.0%

35.0%

45.0%

55.0%

65.0%

75.0%

85.0%

95.0%

2014 2015 2016 2017 2018 2019

Central Okanagan Provincial Dogwood % (Grad Certificate)

CENTRAL OKANAGAN PUBLIC SCHOOLSSIX YEAR GRADUATION RATE (2018/19) FOR BC RESIDENTS BY CATEGORY

74.3%76.7%

92.8% 91.4%

73.3%

69.1%

88.2% 89.3%

25.0%

35.0%

45.0%

55.0%

65.0%

75.0%

85.0%

95.0%

Special Needs Aboriginal ELL Resident Rate

Central Okanagan Provincial

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL INCOME SOURCES – THREE FUNDS

OPERATING – Main operating expenditures, this is the fund that the budget development decisions are for.

SPECIAL PURPOSE – Funding that is provided for a particular purpose. Examples include: Classroom Enhancement Fund, CommunityLINK, Annual Facilities Grant, School Generated Funds. Budget is much more straight forward as the expense must be related to the purpose of the funding.

CAPITAL – This fund includes the capital assets of the District (i.e. land, buildings, equipment, vehicles). A five year capital plan is approved by the Board of Education on an annual basis.

OPERATING

SPECIAL

PURPOSE CAPITAL

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL INCOME SOURCES – MINISTRY OF EDUCATION OPERATING GRANT RATES

Majority of Operating Funding is generated by the # of school age FTE students. 2020 rate per student is $7,468 (2019 = $7,423).

Adult education generates funding at a 2019 rate per adult student of $4,773 (2019 = $4,696).

This year, the 2020 rate per student funded through Distributed Learning remained unchanged at $6,100.

English language learners 2020 rate per student is $1,495 (2019 = $1,420) per year.

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL INCOME SOURCES – MINISTRY OF EDUCATION OPERATING GRANT RATES

As well as school age funding, students with unique needs generate special needs funding. 2020 rates are:

LEVEL 1 = $42,400 (2019 = $38,800)

LEVEL 2 = $20,200 (2019 = $19,400)

LEVEL 3 = $10,250 (2019 = $9,800)

Indigenous students generate funding at a 2020 rate of $1,450 per student (2019 = $1,230).

Other Sources of Funding includes:

- Salary Differential (teacher salary differential within province)

- Unique Geographic Factors (climate, dispersion, remoteness, small communities)

- Supplement Education Plan (assists vulnerable students & District Education plans)

https://www2.gov.bc.ca/gov/content/education-training/k-12/administration/resource-management/k-12-funding-and-allocation/operating-grants/k12funding-19-20

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL INCOME SOURCES – REVENUE (OPERATING FUND)

2019-2020 Amended Annual Budget

Total =$233,186,273 Total =$222,642,471

218,134,360

207,233,733

5,800,000

5,600,000

3,259,493

3,109,130

4,023,494

4,869,680

2020 2019

Previous Yr Surplus

Investment Income

Rentals & Leases

Other Revenue

International Education Tuition

Provincial Operating Grants - Other

Provincial Operating Grants - MOE

CENTRAL OKANAGAN PUBLIC SCHOOLSBOARD OF EDUCATION STRATEGIC DIRECTIONS


The Board of Education strategic plan helps guide, along with the budget development principles, theoperational planning of the District budget. The Board’s strategic plan included the development ofthe following four focused directions.

1) Leadership Development – The Board strives to provide professional development, attract and retain highquality leaders throughout the system and support leadership skill development.

2) Sustainability as a District – The Board strives to provide equitable programs and opportunities to students,support inspirational learning opportunities, is developing a wellness initiative for all staff, supportsenvironmental operational practices and is an advocate for a more predictable, sufficient funding model.

3) Leading Learning: Attributes of a Learner - The Board’s overarching goal is that each Central OkanaganPublic Schools student (K-12) will provide evidence of being a learner, thinker, innovator, collaborator andcontributor through improving students' transition from secondary school with dignity, purpose andoptions. The Board strives to achieve this by supporting the development of effective pedagogy as well asinnovative learning environments and supports equitable opportunities and performance for all Aboriginallearners.

4) Community and Partner Engagement – The Board strives to promote positive public relations and enhanceall areas of community and partner engagement by encouraging authentic involvement of all partners,raising understanding, awareness and confidence in the community of public education. The Boardsupports positive partnerships with community organizations that contribute to learner readiness.


Currently our work plan is tied to the Board of Education’s 4 strategic directions;

District’s plan is to move to a priority based budget;

This graph is not a comprehensive analysis but broadly shows how we allocate the District’s budget to the 4 strategic directions;

Leadership, 7%

Sustainability, 11%

Leading Learning, 81%

Community & Partner, 2%

Leadership – leadership, professional development,

Sustainability – Finance, Operations, Capital

Leading Learning – Classroom teaching & supports, Instructional Leadership Team, Collaborative Learning Services, Social Emotional Team

Community & Partner – Community Link funding, Transportation

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL EXPENSE SOURCES – SPENDING BY TYPE

https://www2.gov.bc.ca/gov/content/education-training/k-12/administration/resource-management/school-district-financial-reporting/revenue-expenditure-tables/1920-revenue-expenditure-tables

CENTRAL OKANAGAN

PROVINCIAL AVERAGE

Salaries, 70.3%

Employee Benefits,

17.2%

Supplies & Services,

11.4%

Capital & Other, 1.0%

Salaries, 70.3%

Employee Benefits, 17.7%

Supplies & Services, 9.9%

Capital & Other, 2.1%

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL EXPENSE SOURCES – SPENDING BY EMPLOYEE GROUP


CENTRAL OKANAGAN

PROVINCIAL AVERAGE

Teachers, 48.4%

Principals/Vice Principals, 6.5%

CUPE Support Staff, 19.0%

Oth Professional

s, 3.0%

Substitutes, 3.5%


Teachers, 49.6%

Principals/Vice Principals, 6.0%

CUPE Support Staff, 19.1%

Oth Professionals, 1.6%

Substitutes, 3.5%


CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL EXPENSE SOURCES – STAFFING LEVELS (FTE) BY GROUP

Student FTE 21,275

Student FTE 21,663Student FTE 23,194

1,140 1,135 1,164 1,192 1,180 1,193 1,200 1,215 1,347 1,383 1,423

427 419 425 434 444 450 459 457 463 472 475 83 81 84 84 87 89 90 94 94 94 100

255 255 280 317 332 334 353 381

397 447

488

30 33 34

35 34 34 34 37

37 39

40

0

300

600

900

1,200

1,500

1,800

2,100

2,400

2,700

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Teachers Other CUPE PVP Educ Assis Other Prof

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL EXPENSE SOURCES – SPENDING BY PROGRAM


CENTRAL OKANAGAN

PROVINCIAL AVERAGE

Instruction, 81.9%

District Administration,

3.9%

Operations and Maintenance,

11.3%

Transportation, 1.9%

Capital/Other, 1.0%

Instruction, 83.0%

District Administration,

2.8%

Operations and Maintenance,

10.2%

Transportation, 1.9%

Capital/Other, 2.1%

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL EXPENSE SOURCES – SPENDING BY PROGRAM (INSTRUCTION)


CENTRAL OKANAGAN

PROVINCIAL AVERAGE

63.6%

1.0%2.7%

1.8%

18.7%

0.6% 2.4%7.8%

1.3%

60.1%

0.8%2.0%2.2%

19.1%

1.9%1.9%

8.7%

3.2%

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL EXPENSE SOURCES – AVE OPERATIONAL FUNDING PER STUDENT

7,000

8,000

9,000

10,000

11,000

12,000

13,000

2011 2012 2013 2014 2015 2016 2017 2018 2019

Central Okanagan Combined (18 Smallest Dist) Provincial Average

11,337

12,594

8,569

9,343

7,901

8,966

The above per student funding amounts are calculated using the Total Operating Grants per District / Total Student FTE. This table reflects the average funding per student. The per student gap between our District and the provincial average has narrowed over the last 9 years (2011 = 8.5% gap, 2019 = 4.2% gap). Reasons for this gap include specialty grants such as unique geographic factors, salary differential funding, funding protection etc.

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL EXPENSE SOURCES – 2018-19 ADMINISTRATIVE SPENDING OUTSIDE OF SCHOOLS

This graph illustrates the administrative spending by District only. This does not include operational costs.

1.3%

1.4%

2.0%

2.5%

1.9%

0.4%

0.6%

0.4%

1.2%

0.5%

CENTRAL OKANAGAN

VICTORIA

ABBOTSFORD

RICHMOND

PROV AVE

District Admin Operations & Transportation Admin

CENTRAL OKANAGAN PUBLIC SCHOOLSCLASSROOM ENHANCEMENT FUND

A new negotiated special purpose fund (Classroom Enhancement Fund) was established in the 2017/2018 school year as a result of the Supreme Court decision, to assist school districts with the implementation of the restored class size and composition limits;

Our District expects to spend the full 2019/2020 budget of $17.3M ($16.7M on staffing, $616K on overhead). In the prior year, the budget was $13.5M ($12.9M on staffing, $616K on overhead);

182 full time teachers have been hired into our District, and are funded by the Classroom Enhancement Fund, since September 1, 2017.

CENTRAL OKANAGAN PUBLIC SCHOOLSCLASSROOM ENHANCEMENT FUND – TEACHER FTE & FUNDING RECEIVED

13,262,662 13,542,889

17,315,239

5,000,000

7,000,000

9,000,000

11,000,000

13,000,000

15,000,000

17,000,000

19,000,000

2018 (FTE 141)

2019 (FTE 147)

2020 (FTE 182)

The Classroom Enhancement Fund teacher FTE (full time equivalent) is not cumulative.

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL INCOME SOURCES – FUNDING MODEL UPDATE

In 2018, the Province appointed an Independent Review Panel to undertake a review ofhow public education is funded for the first time in almost 30 years. The review involvedinput and consultation from all 60 school districts and over 350 education stakeholders.The Panel provided the Province with 22 recommendations for consideration.

Over several months, our District’s committees, along with our partner groups, reviewedthese recommendations, in detail, and provided the Province our comments andconcerns.

As a result of this review, a new supplement will be introduced when funding isannounced for school districts in March 2020 that will recognize B.C's children and youthin care. This change will also expand priority funding to more children with mental-healthchallenges and those living in low-income families.

This is part one of a two-phase plan to improve the way education is delivered in B.C.,following the completion of a comprehensive review that examined the ways in whichthe education funding system can help ensure every child has equal and consistent accessto a quality education.

https://www2.gov.bc.ca/gov/content/education-training/k-12/administration/resource-management/k-12-funding-and-allocation/funding-model

CENTRAL OKANAGAN PUBLIC SCHOOLSFINANCIAL INCOME SOURCES – FUNDING MODEL NEXT STEPS

Following completion of the review, the Ministry of Education announced a two phase planto implement all 22 recommendations. 12 recommendations will be implemented in thecoming year. Of these 12 recommendations, 4 relate to the budget and focus on:

1) Supporting a multi-year financial plan. Government will provide districts operatingfunding for 3 years, based on available funding and projected student enrolment anddistricts will be required to develop financial plans for a 3 year period;

2) The Ministry will establish clear provincial policies on reserves to ensure consistentand transparent reporting while maintaining districts’ ability to establish reserves;

3) There will be no change in the way that locally generated revenues are treated bythe Ministry when calculating operating funding for districts;

4) In the current absence of dedicated funding for some capital expenditures, theMinistry will either:

• Provide capital funding for expenditures that are currently not reflected in thecapital program (i.e. portable purchases);

• Clarify which items are ineligible for capital program funding and ensure thatdistricts are permitted to establish appropriate reserves that allow them tosave for these purchases on their own (i.e. accumulated operating surplus,local capital).

https://www2.gov.bc.ca/gov/content/education-training/k-12/administration/resource-management/k-12-funding-and-allocation/funding-model

CENTRAL OKANAGAN PUBLIC SCHOOLSWHAT DO WE KNOW FOR NEXT YEAR

Current Capacity Utilization is at 105%

Per the 2016 Statistics Canada Census, growth in the Okanagan from intra-

provincial migration (within BC) was 8% and & an inter provincial migration

(other provinces) of 4%.

Birth rate continues to average around 1,649/year

Building permits in the Central Okanagan have seen a 353%

growth since 2011

Projecting 270 additional FTE students

next year

Increases expected to continue over the next 5-10

years

CENTRAL OKANAGAN PUBLIC SCHOOLSASSUMPTIONS FOR 2020-2021

• Projecting 270 additional FTE students next year (growth to be fully funded);

• Additional staffing costs due to projected enrolment increase;

• Net portable needs to address enrolment increase and capacity restraints;

• Effective January 1, 2020, WCB rate increased;

• Effective July 1, 2020, extended health and dental premium costs have increased;

• Utilities increases ranging from 6% (electricity) to 10% (garbage & recycling);

• International Education enrolment level maintained at 400 FTE;

• Maintain current service levels and programs;

• 2020-21 funding formula allocations expected to remain consistent;

CENTRAL OKANAGAN PUBLIC SCHOOLS2020-2021 BUDGET TIMELINE

19-Feb-20

All Finance Committee & Board meetings are open to the Public. Public and Partner groups are welcome to make a presentation if desired.

7:00 pm, 2020-2021 Budget Presentation, HRES Room #32-Mar-20

Finance Committee meeting if needed, Submissions for consideration in Superintendent’s Report

13-Mar-20 2020/2021 Ministry of Education District Funding Announcement

1-Apr-20 4:00 pm, Finance Committee meeting, Superintendent Budget Proposal Report Presentation

15-Apr-20 4:00 pm, Finance Committee meeting, Superintendent Budget Report Presentation

22-Apr-20 6:00 pm, Board meeting, 2020-2021 tentative budget set

17-Jun-20

24-Jun-20

4:00 pm, Finance Committee meeting, review 2020-2021 Annual Budget Bylaw

6:00 pm, Board meeting, adopt 2020-2021 Annual Budget Bylaw

4-Mar-20

4:00 pm, Finance Committee meeting, Submissions for consideration in Superintendent’s Report

CENTRAL OKANAGAN PUBLIC SCHOOLSHOW TO PARTICIPATE

• Attend any or all public meetings (both Finance and Board);

• Provide feedback or ask questions at your school or board office;

• Provide feedback online (link can be found on the District website and has been distributed through School Messenger app);

CENTRAL OKANAGAN PUBLIC SCHOOLSQUESTIONS OR COMMENTS

Any questions can be emailed to Delta Carmichael

at [email protected]

CENTRAL OKANAGAN PUBLIC SCHOOLS 2020-2021 ANNUAL … Annual Budget... · 2020. 2. 24. · CENTRAL...

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