• Acc^^s ;o Information Arf

W Department of finance Mristera des Rnances Oucurn^rn divul^ue 6-! i ver.u ue iCanada Canada . _ • " / • •

MEMORANDUM KOTED6 SERVICE

Dfi

4 Minister of Finance inn's onto dig.+8T DM0 4

TP~>APR8P.

FROM Michael MorganEDCF

UNCLASSIFIED

Katharine Mullock (992-6452)Julie Turcotte (992-9588)Michael Willox (992-3530)

2012FIN377746

OCT172B12

Background material on the economic and financial situation of the Canadian middle class

For information. ___________

Please find attached a deck on the economic and financial situation of the Canadian "middleclass"', which reflects the Department's work on the issue of income inequality and the so-calledmiddle-class squeeze. The definition of "middle class" is often in the eye of the beholder. Forthe purposes of this analysis, it is assumed to be the middle quintile of Canadian families.

As noted in the attached deck, when differentiation of changes in family composition is nottaken into account, real after-tax income of middle-income families in Canada grew by onlyabout 7 per cent between 1 976 and 2010. The key message emerging from the analysis is thatchanges in the composition of "middle-income" families largely explain this income growthperformance. Controlling for the changing composition of Canadian families - largely relatedto fewer adults per household as family sizes have declined over time - the real after-tax incomeof middle-income families has increased by 30 per cent from 1976 to 2010, on par with otherincome quintiles but somewhat lower than that of the top quintile (38 per cent).

All major types of Canadian middle-class families, including elderly families as well as bothsingles and couples with and without children, have recorded robust income gains, especiallyafter the mid-1990s, A sharp improvement in the incomes of elderly families reflects thematuring of the CPP/QPP and the expansion of the CIS. Among the working-age population,the rise in income for middle-class families has been fuelled by higher female employmentrates, and, to a lesser extent, by higher wages and tax reductions.

»Despite relatively robust income growth for the middle-class, some concerns remain. Canadianmale workers in middte-dassjamilies have seen little wage increases since the mid-1990s.

suggests that improving Canada's productivity performance will be key to foster the creation ofhigh-quality high-paying jobs in the future.

Claude Lavote (996-9447) CanadS

000001

October 2012

> °o 2CO 3

d~ 5

1*1-

Issues

• Concerns have been raised that Canada's middle class -families in the middle of the income distribution - hasincreasingly become financially squeezed.

• Economic developments - like the recent financial crisis,globalization, and technological changes that have increasedthe demand for skilled workers - have raised concerns thatCanada's middle-class has lost ground relative to other incomegroups as their income has failed to keep up with rising costs ofliving.

" In light of these concerns, this presentation assesses theeconomic and financial situation of the Canadian middle class.

From 1976 to 2010, the after-tax income of middle-income families rose less than that of top- or low-income families.

Since 1976, the average after-taxincome of Canadian familiesgrew by 18% in real terms toreach $615000 in 2010 (last yearfor which data are available).

Over this period, income offamilies in the top and bottomincome groups grew faster thanthose of the middle incomegroups.

From 1976 to 2010, the after-taxincome of middle-incomefamilies increased by only 7 percent (0.2 per cent per year) whenadjusted for inflation.

Growth in real average after-tax after-transfer family income from 1976 to

2010, by income group

10per cent

G-.

30 om.

Notes: Figures in brackets represent the average after-tax after-transferfamily income In 2010. After-tax, after-transfer income is the sum of allincomes from market and government sources, minus incomes tax.

^Statistics Canada, based on Survey of Labour and Income" SCF).

o' "_a,

Changes in the composition of the "middle-income"family largely explain this poor income performance.

A key factor contributing tomoderate after-tax income growthfor middle-incomes is thechanging composition ofCanadian families.

In 2010, elderly and single-headed(lone-parents and singles) familiesaccounted for 57 per cent of allfamilies compared with 40 per centin 1976.

This shift in the composition offamilies has reduced the averagenumber of adults in Canadianfamilies, especially among middle-income families.

Distribution of Canadian families,1976 and 2010, by family type

percent

1976 »2010

10

Co =>

($43,300) ($46,800) ($32,200) ($88,900) ($73,100) _

Notes: Figures in brackets represent the average after-tax after-transfer ~,family incQme:jn;2p'JO.Afti9r-tax)afterrtransf0r income is the sum of ailincomes:{ronlrnart,"st and government sources, minus incomes tax.

Controlling for the changing composition of Canadianfamilies reveals relatively strong growth in middle-incomes.

One way to control for the changingcomposition of Canadian families is touse a per adult equivalent incomemeasure.

Under this concept, income is adjustedfor household size taking into accountthat the needs of a household increasewith each additional member (adult orchild) but not in proportional waybecause of economies of scale. Forexample, the heating costs for a two-parent family with one child will not bethree times higher than the heating costsof an adult living alone.

After taking the declining size of familiesinto account, the after-tax income ofmiddle-incomes has increased by 30 percent from 1976 to 2010, on par with otherquintiles but lower than that of the topquintile (38_peri \_ .

Growth in real average after-tax after-transfer per adult equivalentincome from 1976 to 2010, by

income group

30

0 10 20 50* ~30 40percent ^

Notes: Figures in brackets represent the after-tax after-transfer income in2010 divided by the square root of the number of people In the household.After-tax, after4ransfer income Is the sum of ali incomes from market ami

.minus Incomes tax; Source: Statistics Canada, ~-Land Survey of.

5? 3

£ 5 . ° =io

a.

All major types of middle-income families have recordedrobust gains, especially after the mid-1990s.

All major family types haveimproved their median after-taxincome from 1976 to 2010.

Among the working-agepopulation, all the gains inincome have been registered after1996, reflecting improved labourmarket conditions and, to a lesserextent, tax reductions.

The strong improvement in theincome of elderly families since1976 mainly reflects the maturingoftheCPP/QPPandtheexpansion of the GIS.

Growth in real median after-tax after-transfer income from 1976 to 2010,

by family typepercent

70

60

50

40

30

20

10

Lone- Elderly Two- Singles Couples £parent families parent without -

families families children pwith <:5-

children r($39,900) ($46,800) ($78,800) ($26,000) ($64,900) -

Notes: Figures in brackets represent the median after-tax after-transfer ~Hfamily Interne in 2010, Aftw-tax, after-transfer income is the sum of all ?imjomes from'marttetand government M incomes tax. ?

of Labour and Income H:;,

rD '~

O =>

O, (D

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is withheld pursuant to sections

est retenue en vertu des articles

of the Access to Information Act

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Higher employment rates, especially of females,account for most of the increase in working middle-class family incomes.

" About two-thirds of the growth inincome (before taxes andtransfers) of the middle classsince 1996 is the result of higheremployment rates (particularly ofwomen).

* Middle-class families have notreceived significant hourly wageincreases. This is true in absoluteand relative to other incomegroups.

* Increases In hourly wage incomeand employment rates wereparticularly strong at the lowerend of the income distribution.

Note: This analysis Is based on the 1996-2009 period (most recentyear available for analysis). Microdata files are more comparableover this period. Also, theyeaM996Jsttjestarting point forstronger g

Contributions to before tax and transferper adult equivalent income growth

from 1996 to 2009, working-agepopulation, by income group

per cent

55%

• From higher employment rates• From higher hourly wage rate03 From other factors*

29%

Bottom Second Middle Fourth Top20% 20%

($11,700) ($25,500) ($37,1^0) ($50,800) ($87,700)

pi« om growth in investment income andTsworked. Source: Statistics Canada and Finance

the Survey of

> a""> D

a =3

CD CDo' ,,:"

Wage growth has heen especially low for middle-classmale workers...

The median annual wage has declined inreal terms since 1976 (by 6 per cent) andhas only increased by 8 per cent since1996,Multiple factors could explain the lowerwage growth of middle-class workersrelative to that of higher-income groups,one prominent one being technologicalchanges that have increased the demandfor skilled workers.

For the typical male worker, the medianannual wage has declined by 19 per centin real terms from 1976 to 1996 (from$42,000 in 1976 to $34,000 in 1996) beforerebounding by only 2 per cent from 1996to 2010 (to $35,000).

In contrast, the median annual wage ofwomen has steadily improved by 28 percent since 1976 (from $19,000 in 1976 to$24,000 i ~

Real annual median wages

$2010

Median wage of men

A \***>*

Median wage

25000

20000

Median wage of women

15000

l; Q 'Ja- aC '""-' ~)

* p g O

^ ?. ^ 1-•i _> O —>

1976 1982 1988 1994 2000 2006

Source; Statistics Canada, based on Survey of Labour andIncome Dynamics (SLID) and Survey of Consumer Finances (SCF). r\' <i

,*.>•*> • ' n

(f • ' ~'

JLJLM.

B B I H B B H H

m m mE m m m m m r

m m m m a• • • • i

• •••••••••••••••••••HI

• ••••••••• •••••••••••!The educational attainment of women hasbeen rising in recent decades and nowsurpasses that of men.

• in 2008, 62% of undergraduate degrees and54% of graduate degrees were granted towomen.

Proportion of labour force witha university education

30

Females

01976 1981 1986 1991 1996 2001 2006 2011

Sample: Labour force participants age 15*. Source: Labour ForceSurvey estimates.

r •oC/:

cu ->

I t f t i i t W i A ^ a i M l t t U u J ^

The level of indebtedness of middle-income Canadianshas evolved similarly to that of other income groups.

As of 2005, the debt-to-income ratiowas fairly similar across incomegroups, ranging from 1.1 for the topincome quintile to 1.6 for middle-income Canadians and the bottomincome quintile.

Since 1984, the increase in the after-tax income of Canadians wasoutpaced by stronger growth inhousehold debt.

The increase in the debt-to-after-taxincome ratio was evident across allincome groups.

Rising debt was fuelled at all incomelevels by growth in mortgage debt ashome ownership became moreaffordable along with declining interestrates and ea

Debt-to-income ratio, working-agepopulation, by income group

Ratio

2005

1.1

0.0

Note: Within each quintile, the debt-to-income ratio is calculatedby dividing the group's average total debt by Its average totalafter-tax income.Source:Finance calculations based on Surveyof:As.siets and Debts (1984) and Survey of Financial Security (1999,

^ c~,' (]_.

rt11 <T>

The financial leverage of middle-income Canadians isalso in line with that of the average Canadian family.

The financial leverage of middle-income families was similar to that ofother families in 2005 (most recentyear available), with their debtrepresenting 24 per cent of the valueof their net worth compared with a rateof 20 per cent for the averageCanadian family.

Moreover, housing affordabilityproblems do not appear to be a majorissue for middle-income Canadians.

In 2009, only about 20 per cent offamilies in middle-incomes spent morethan 30 per cent of their before-taxincome on shelter (a threshold used bythe CMHC), a rate similar to thatregistered in the early 2000s. Incontrast, this share was about 68 per

IIIM a i r _ _ m iequintile in ?<

Debt-to-net worth ratio in 2005, working-age population, by income group

Average :

uo

O 13

0.00 0.10 0.20 0.30 o>Ratio £

Note: Within each quintile, the debt-to-net worth ratio is calculated ^by dividing the group's average total debt by Its average net worth ~{the differericeib^weenitotal assets and total liabilities). Source: ~''

' of Financial12

Rising prices of energy and food items have not had adisproportionate effect on middle-income Canadians.

Prices of energy and food itemshave respectively grown by anaverage of 5.4 per cent and 2.8 percent annually over the 2000-2011period. This has increased thecost of living of Canadian families.

Middle-income Canadians, however,have not been more affected thanthe average Canadian family byhigher food and energy prices.

• The budget allocation of middle-income Canadians is similar tothat of the average Canadian family,with 25 per cent spent on energyand food items compared with 23per cent at the average.

Low-income Canadians are onlyslightly more affected than averageCanadians by the increase in theseprices,.

Share of expenditures on food andenergy items in 2009, by income

groupsPer cent

30

25

20

1 5 i i i i i ) i ' Q

Bottom Second Middle Fourth Top20% & p20% r: |

Note: Shares are calculated as average expenditure of the group on a O o.given commodity as a percentage of average current consumption. £' <:Source: Finance calculations based on Survey of Household Spending, c - —2009. -- i' :

,_ ;.r--a» .*. " ' • ' , rT <[>

a;~i

o

.0

Controlling for the changing composition of families, income of theCanadian middle class has grown strongly since 1976.

— All major family types benefited from strong income growth.

— The sharp improvement in the income of elderly families reflects the maturing of theCPP/QPP and the expansion of the GIS.

— Among the working-age population, all the gains in income have been registeredafter 1996, reflecting higher employment rates (particularly of women), and to alesser extent growing wage income and tax reductions.

Despite robust income growth for the middle-class, some concernsremain:

— Canadian male workers in middle-class families have seen little wage increasessince the mid-1990s.

3

This suggests that improving Canada's productivity performance will be key to fosterthe creation of high-quality high-paying jobs in the future.

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For Signiture by / Information ofA signer par / BOUT ("information dc

Minister of FinancePrepared by (nimc/iniliitls/divisioii)Prcparf par (nom/inilia lea/division)

Katharine Mullock, ESPAD, (99^-5452)Julie Turcotte, ESPAD, (992-9588)^-Michael Willox, ESPAD. (992-3530^^In cocuullation with {n»me/initials/brancli(«ydivision(s))En consultation av«c (nom/tni(iale«/ditection<sydiyku>n(s))

, TA/Approvetl by Approuvg par

DirectorDirecleur Claude Lavoie 0General directorDirecleur Doug Nevison

Assistant Deputy MinisterSous-mfoislre adjoint

Benoit RobidouL-^

ClifToid Clark V. E.ficonomiiic inviid Clifford ClarkAssociate Deputy Minister & C7Sous-min«ure d<MguS clrepresenianl du Canada au G7Associate Deputy MinisterSous-minisDeputy MinisterSous-ministre Michael Horgan

Deputy Minister to see•"• Sous-ministrc a voir

Remarks Remanqucs:

Background material on the Economic and financial situation of theCanadian Middle ClassFile no. No de dossier funding Dale

OCT - 4 2012HN 210-37 (rev, 82/5)

000017

Department of finance Ministers des FinancesCanada

"P ^ Michael Morgan

Canada

FROM Benoit RobidouxDE

Document re'^c""€;r! fic'^r *h(r•4f'C6ic7$ :o !>ifon':"'S'^0!^ A^t

DuCbiTk-ni. divuk:;Uc; 6: i ver«u oa:_O( Su'i'! eiCC'c'v',) ci / li'siL'i iTicitlUll

MEMORANDUM NOTE DE SERVICE

<Full Plstrfbu^on)

DM0 ........ .. ........ «..Orlg.*3Assoc DM (JB) _____ „ ...... „ 1A990C DM (LL),. .., _______ t' '

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Budget 2013 Boot Camp: Post Mortem

SMwkjrcknfflttiiail Clmllkntoadc-ifariie

PROTECTEDttr«i«M«i/r<k|iiiMCM*lxr

Marie-Eve Desrochers992-5555Out rite None rtfttnce

Yoorflk Vantt&mit* ~"

2012FIN381429

HOV212012

s.16(2)(c)

For Information.

As part of the Budget 2012 post-mortem, it was recommended that the Fiscal Policy Divisioncoordinate a "Budget 101" training session for branch coordinators at the start of each budgetprocess. The idea was to cover - ahead of lime - the key steps, tools and templates that Budgetcoordinators need to handle as part of their assignment.

With this in mind, the Budget Coordination team developed two half-day training sessions (the"Boot Camp"), which were held on the mornings of October 17 and 18.

Shortly after the Boot Camp, the Budget Coordination team circulated a short web-based surveyto gather feedback and suggestions on how future pre-budget training sessions could beimproved.

Responses to the survey reveal that the Budget Boot Camp was highly successful and shouldbecome a permanent feature of the Budget Cycle. A summary of key results, withrecommendations for next year's Boot Camp, is attached for your information.

Brian Pagan (995-6391)

FIN

000018

DuCliiVU-fii J i v U l y U e 6: i VOfi ' .J u6 id

t-Cr SuV ? aCO£o w I'li'ifOi ITiililijt'i

Budget 2013 Boot Camp: Post-Mortem

As part of the Budget 2012 post-mortem, it was recommended that the Fiscal Policy Divisioncoordinate a "Budget 101" training session for branch coordinators at the start of each budgetprocess. The Idea was to cover - ahead of time •— the key steps, tools and templates thatBudget coordinators need to handle as part of their assignment.

With this iri mind, during the pre-Budget planning season, the Budget Coordination teamdeveloped two half-day training sessions (aka "Boot Camp"), which were held on the morningsof October 17 and 18. The Boot Camp outline and the list of participants can be found inAnnexes II and HI*

Shortly after the Boot Camp, the Budget Coordination team circulated a short web-basedsurvey1 to gather feedback and suggestions on how future pre-budget training sessions couldbe improved. 13 out of the 19 participants responded to the survey. Key results aresummarized below. Annex I details all the comments received through the survey.

Roughly 70% of respondents found the Budget Boot Camp to be 'Very useful" while30% indicated that It was only "somewhat useful".

Overall utility of the Budget Boot Camp for participants

While a self-identifiedrecent hiree mentionedlearning lots of newinformation, another"veteran" indicated that theBoot Camp provided agood refresher.

1 Responses were anonymous. The survey can be consulted here: http://www.survevmonkev.cofn/5/R9WJ6VS

000019

.-Access -o 'nfarn-'a^or A^t

Document divulcjue 6n veruj uaLOi Su'f / cfCOc-o i.i I irilQl ITi&tlOf)

Most sessions were rated as being "very useful" or "useful". The session oh"Preparing for Ministerial Briefings" received the highest average ranKIng while the sessionpn how to write and edit Budget text was considered slightly less useful.

Ratings for Specific Session of the Boot Camp(on a scale of 1 to 4. "1" being useless and "4" being very useful)

^ • TH^£M*TIH^ ^H^ B

••••••••I3udg«f Process at a Glance

Navigating tho Budg»t Drive

Mastering Key Templatec #1: Budget 2-pngors

Mastering Key Templates *2: The MasterTracker and the S&U Table

Writing and Editing Budget Text

The Roles of C&C In the Budget Process

Preparing for Ministerial Briefings

Post Budget Products

•i

••0.0% (0)

0.0% (Q)

0.0% (0)

0.0',', (0)

0,0% (0)

0.0% (0)

0.0% (d)

P.0% (0)

2

••16.7%(2V

9.1%

0)

o.ox(0)

0.0%

(0)

0.0%

(0)

0.0%

(0)

0.0%(0)

0.0%<o>

•B l

••0.0%

(0)

18.2%

(2)

41.7%(5)

50.0%

(6)

66.7%

(B)

41.7%

(5)

33.3%

(1)

66.7%

(8)

4

••68.3%

(7J

£4.5%

(6)

41.7%

w41.7%

(6J

25.0%

(3)

58.3%(TJ

58.3%

cr»33.3%

W

N.'A

25.0%

O)

18.2%i[2>

16.7%

(2)

8.3%

(1)

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(D

0.0%

(0)

8.3%

(1)

0.0%

(0)

Rating ResponseAverngG

3.5Q

3.56

3.50

3.45

3.27

3.58

3.64

3.33

Count

12

11

12

:«•:

12

12

12

12

Respondents appreciated the schedule (2-half days) as well as the timing (mid-October) of the training. Similarly, the amount of information covered was deemed veryadequate by most respondents.

Ratings for Other Aspects of the Boot Camp(on a scale of 1 to 4, "1" being inadequate and "4" being perfect)

Aspect of Boot Carnp

Amount of Information Covered

Timing of BootCamp(I.e. too late or too early In the cycle)

Schedule(I.e. 2 half-days )

Refreshments

Networking time(Icebreaker, breaks etc.)

1

0.6%

(0)

7.7%

<T>

0.0%

(0)

0.0%

(0)

0.0%

<0)

2

0.0%

(0)

0.0%

(0)

0.0%

(0)

0.0%

(0)

0.0%

(0)

5Mi33.3%

(4)

7.7%

(1)

8.3%

(D

8.3%

(D

16.7%

(2)

4

66.7%

(8)

84.6%

(11)

91.7%

fit)75.0%

(9)

58.3%

(7)

N.'A

0.0%

(0)

0.0%

(0)

0.0%

(0)

16.7%(2)

25.0%(3)

Rating ResponseAverage Count

3.67 12

3.69 13

3^92 12

3.90 12

3.78 12

2

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DoCUiT16nt divUlUcJ Gi~l VcH'uJ O6 id

Overafi, respondents Indteated that the Boot Camp was we! plarmed, delversd and generallyuseful for new and returning Budget Coordnatore.

SuguesfJona for next year, from both fadlit«tcftarHlre8pC4Kl«nts,hK}ktd«thefbtlowring:

• Integrate at least one handsK>nadivtty to fadftate the reten^some sessions more interactive.

- One opfcxiwouJd be to provide partk^^order to test track ohanges features, the Master tracker and the 8&U in real time.TMs wfll be espedafly relevant as a follow-up to the ptot project on e-bfnders.

• Review the schedute/tength of some sessions:

- The sessioro"Budc;at Process at a Glam*VOverv^and responsfcawes" and Tost Budget Products' could be shorter.

- Breaks could be shorter, but more frequent, and acJcStionaliM breakers coukt be alsoconducted on the second day.

• Consider InvftJng a representative from PCO to speak, from their pefspeoSve. to someaspects of the budget process (e.g. PM meeting, Decisions 2-pagere, Budget Process etaGlance etc.).

000021

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ANNEX!Feedback received from participant*

1. Overall, how uaoful was tha Budget Boot Camp for you?

'Itoamadalotafldarefoaherwwhatldto^kmwwaAalsohelpfur

•/ wish I could have attended both sessions. Perhaps naM time awund the sessions cotM bescheduled aftarthe BIA has been tabled.'

°Due to other pressing taste, I missed aM of the sessions other than the opening. I appreciatedhaving an opportunity to meet other coon^tora.Whte I am unable to answer n^ojtesttonson this survey, I can teByou that I am supportive of the boot camp idea."

1 thtok presentations were vary good howvw a tot of what was said is hard to understand untayou actually do It one time. It he^ed demystify the dSfarent steps a^requto^nients.1'

'I am brand new to the Department (started Septembw 2012), so afaotf a* of the informationwas new to me. I realty appreciated the chance to learn about the budget process beforebecoming hearty involved to *.*

aoaaioiia of tha Budgat Boot Camp.

T was not able to attend most of the presentations. Those for which I was to attendance wanuseful and wet done.'

3. PtoaMratetlwf6Iiowingothtraap»d8ofthaBudg0tBoot&mipotiafMial«of1to4behifl Inadequate and "4" being perfect).

*2 half-days was Ideal. I would suggest doing It to Septoniber a* sonie budget work had startedbefore the bootcamp. Refroshmenta ware very thoughtful.'

"Again, perhaps hokBng the sessions just befom the new Budget process stefo and after moB!A2 is tatted.0

'Bring coffee to first thing, ffyou are going to schrtute first thfag fa the morning ptoase.0

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4. Do you taw any other auggttiiont or comments tohe^Camps?

'OveraivefyweBdone"

The Legal session on BtA waant so useful, shoo budget coordnators aren't typicaffyhtavfyInvolved to Wa process. OveraH, good ovenfowtf the procassarrt useful insights forcompeting th* various products. Gccdjobt"

"/ 8inc«nty think * was waH planned and weffddSvered Boot Canyt. For Mum Boot Camps Il/)Mrfteatawy»a£pootf^«toadtfor)e/»nd&^tnfonnatiofi**

1 reaty appreciate the Budget Handbook and ha^atreodyrafeiTdd to it on a few occasions, kifact, ftn surprised this product naant bean pnpanxl in provfous years.'

000023

Access '-o 'nfctrr'a^or Art

Document divulgu6 &M v<sr»u 06 <ds-Oi iiuV" / c/CGc o t.i / ////£« ITialiul't

ANNEX IIList of Participants

Budget coordinators

Martin Lajoie (DMQ)

Michelle Waters (C&C)

Jonathan DeWolfe (EDCF)

Stephanie Tremfalay (EDCF}

Ouafa Benchekroun (EDCF)

Kelly Nares (FPRSP)

Hillary Jensen (FPRSP)

Robert Behrend (FPRSP)

Neil MacKinnon (FPRSP)

Leigh Wolfrorn (FSP)

Maurice Poitras (FSP)

Monic Gupta (ITF)

Melanie Rivest (ITF)

Trevor Smith (LAW)

Sonia Beaulieu (LAW)

Jenna Robbins (TPB)

Karen Rawson (TPB)

Peter Turner (TPB)

Mitch Villeneuve (EFP)

facjIitat^r/Speakers

Marie-Eve Desrochers

Erica mil

Maud Rivard

Kathy Wrye

Guest Speakers

David Gamble

Michael Garrard

Angela Gillis

Roxanna LundSteven McLaren

Brian PaganGlenn Purves

000024

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rWfPtCX mSession Outline

While there are many circumstances that arise during tr« budget process which require aconsiderable degree of adaptabffity (changing proc«o\ire« and ttmeflnw in response torequests, addffional communications products, etc), them are also templates, processes andprocedures that can be planned wefl in advance. In this context, the Budget Boot Camp alms toprepare branch coordinators by walking them trtwgh the key steps, tools and templates theywi have to handle as part of their assignment

Purpose and Objective it

• Provide budget coordinators wfth a better understanding -ahead of tone- of ttwoveralbudget process as well as their key roles and

» tociease ooordtaatDfft* understandhow they contribute to the final product, etc.) so mat coordinator are bettor equipped toadvise officials In metr branches.

• Ensure that coorolrtators are able to fittout templates (Including spreadsheets) ascomprehensively and accurately as possible in order to improve tteo iaUly of informationprovided

• Adjust or enhance templates and procedures, in ight of early branch feedback.

• Provide an oppoitjnHy for coordRiators to IcnoweretettonsNps early in the process.

DtscriptlonofSessfofw/Modutes:

o Budget Process at a danceo OvsAffew of Budget Oxxtflnator Rotes and ResponslbBitieso Navigating the Budget Driveo Mastering key templates*!: Budget 2-psflere (irtciuding rote of Rccrf, GBAs and SEAs)o Mastering key templates«2: The Master Tracker and the Source & Uses tableso Preparing for Ministerial Briefings (La.manao^

tablets, post-meeting Reconfe of Decisions ete.)o Writing and Edffing Budget Text

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o Communication producteo Post-Budget Products (e.g., TBS table, RD, BIA)

Length: Two naif-days (one day total)

Dates: October 17* and 18*

Language: Presentations wffl be mainly In Engish butparticipante are encouraged to askquestions fan boft official languages.

Number of perffdpant*: About 20 (excluding speakers)

FacJOatonFPD Budget Coordination Team

Supporting Materials: Budget Handbook; Power Point presentation

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TIME SESSION SPEAKER NOTES

Day 1 - October 17 [

9:30-9:40

9:40-9:50

9:60-10:15

10:15-10:30

10:30-10:40

10:40-10:50

10:50-11:30

Welcome, introductionsand Boot CampobjectivesIcebreaker

Budget Process at aGlance

Quick Overview of theRotes andResponsibilities ofBudget Coordinators

Navigating the BudgetDrive

Break

Mastering key templates#1: Budget 2-pagers

11:30- ! Session Wrap Up

Brian Pagan

Marie-EveDesrochersKathyWrye

MaudRivard

Marie-EveDesrochers

KathyWrye

Mike Garrard

Angela Gillis/Roxanna Lund

Maud Rivard

* Provide an overview of budget process forthe Government as a whole, highlightingthe Department of Finance's role within it

• Brief overview of role of coordinatorsthroughout the different phases of thebudget process. Specific tasks will bediscussed on second day of the BootCamp.

• Suggested Folder Structure• How to grant access to Budget Drive

through IT desktop• "Rules' for sending email

• Overview of the new template

• FPD review of 2-pagers (includingsunsetters, set asides and funding boxes)

• Completing a GBAs and a SEAs

• Questions/Comments

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Day 2 -October 18

0:304:46

9:45-10 0

10105-1020

1020-10301030-11:00

11:00-11:15

11:15-1135

11 0-11:46

11:46

Glann*« 10 Key Piecesof Advtoe to BudgetCoordinatorsMastering toytemplate #2: TheMetier Tracker and theS&UTaWe

Preparing forMIrMertal Brieftigs

Break

TheRotetofC&CInflte Budget Proeest

Writing and EditingBudget Text

Pott Budget Products

Rotes and

Budget Coordinators

Wrao-Uo

GtennPurvM

Ertoa HII&MaudRivard

KathyWiye&Martin Lajoia

David OamUe& SteveMcLaren(C&C)

KathyVv>ye&MfcheReWaters fC&C)

TrevorSmttWSonteBeauteu(Legal)&Erica m

MaudRivard

Brian Penan

TH»M8S(onm^htbemov9dtoth»Wednesday.

• Explain purpose) of tools• Draw attaition to respective inrtnjcfion

theete .instructtons provided In headers andImportance of fofiovrfng tatrueflons at altiroes.

• Explain naming convention and provideinstructions tor saving worksheets.

Managing deadlines, praduoing binders, usingtablets, pott-meeting Fteoords of Decisions etc.

• Pubtohbig, translating and editing* f*J*nrnimfatl1tffi Pnvblfta* MAWJB I*»|ABI

speeches, fanfbkls• The Budget Briefing Book• Budget PowerPoint presentations* Medta and other lockups

• Provide an overview of the budget textdrafting process, including general timelinesand importance of track changes

• Provide guidelines on how to property trackchanges and incorporate changes tornmultiple users

• BIA• Provide guUanc* to ooinpietion of lha Budget

RD and tables for TBS, paying attention to:settskfes, departmental spHt, MC

• Provide an overview of Post Mortemdevelopment at the branch level anddepartrnenbwide

Summarize rotes and reeponsbiiSet at theypertain to the different phasee of the process:

Budge* launch2-pegers and ministerial briefingsBudget text and other communicationproductsPost budgetPre budget (new cycle)

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Michael Horgan

Marie Eve Denochen

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Pages 30 to / a 34

are withheld pursuant to section

sont retenues en vertu de Particle

69(1 )(e)

of the Access to Information Act

de la Loi sur Pacces a ('information