2013/2014 operating & capital budget june 2013 · primary grades. math software &...

2013/2014 OPERATING &

CAPITAL BUDGET

JUNE 2013

Executive Summary

Section 1: Key Highlights

Enrolment Statistics - Average Daily Enrolment (ADE)

Chart - Enrolment History

Operating Budget Highlights

Section 2: Operating Revenue

Summary of Revenue

Provincial Grants - Grants for Student Needs (GSN)

Charts - Total Revenue; Total Provincial Grants (GSN)

Glossary of Terms - Total Provincial Grants (GSN) Chart

Education Program Other (EPO) - Outside GSN

Section 3: Operating Expense

Summary of Operating Expense by Ministry Category

Charts - Total Operating Expense; Total Instruction

Glossary of Terms - Total Instruction Chart

Operating Expense by Ministry Category Variance Description

Summary of Full Time Equivalent (FTE) by Ministry Category

Expense by Funding Source

Instruction Expense

Detail of Instruction - Textbooks and Supplies Expense

Decentralized School Budget Allocation Model

Detail of Instruction - Computers Expense

Detail of Instruction - Staff Development

Administration Expense

Transportation Expense

Pupil Accommodation Expense

School Generated Funds and Other Expense

Section 4: Capital Budget Detail

Capital Budget

Section 5: Ministry Compliance

Detail of Ministry Compliance

Detail of Special Education Compliance

Detail of Annual Surplus/(Deficit) per Ministry Compliance Definition

Halton District School Board

2013/2014 Budget

Index

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2013/2014 Budget

Message from the Director

We are pleased to present the budget for the school year 2013/2014. The budget outlines the allocation of over $632 million to support the education of 59,500 students. The 2013/2014 budget represents an increase of over $12 million from the current budget of the Board and is balanced with the funding provided by the province. The increase in both the budget and the funding is due to an increased enrolment of 2,505 students. This increase will result in the addition of support staff and 160 teachers. Although a large portion of the Board budget is required to sustain the programs in 2013/2014, funds have been allocated to enhance key initiatives and goals included in the Multi-Year plan. The budget will allow for the addition of 10 teachers to support literacy for our youngest students whose reading levels are not equal to their peers, 10 child and youth workers will be added to assist in the Safe and Inclusive schools, 15 additional educational assistants for identified students. Schools will receive additional financial support with an increase in the funding of instructional materials, funds for technology renewal and an increase in the support of day to day maintenance. School and teacher instructional improvements will be supported by an innovation fund. Students and schools facing limitations due to social economic factors will be able to access limited additional support for programs that benefit their students.

Staff and trustees have worked diligently to develop a budget that not only will continue the excellence in our educational program but one that will promote the continuous improvement in our service to students.

David Euale

Executive Summary

The Halton District School Board has always been financially responsible with a clear focus on providing the system with the resources and supports necessary to ensure we inspire and support learning; create safe, healthy and engaging environments, and provide opportunities for challenge and choice. The budget presented for the 2013/2014 school year continues this approach.

In 2013/2014, the Halton District School Board will welcome approximately 59,500 students in 82 elementary and 18 secondary schools. This enrolment projection results in an overall increase of 4.4% as compared to the 2012/2013 school year. Enrolment growth will continue to be experienced in Milton (1,245 students) and Oakville (639 students) for 2013/2014.

This is as a result of new residential development and a younger demographic in these communities. Halton Hills and Burlington will continue to experience growth, with enrolment projected to increase by 49 and 571 students respectively. Slower residential growth in these communities is as a result of limited servicing capabilities in Halton Hills, and the availability of lands for new development in Burlington. As we move forward, overall enrolment at HDSB is projected to increase by 7,000 students by the year 2021/2022. This will be primarily as a result of new residential development in Milton and Oakville.

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The Ministry of Education allocates funding to school boards using a model based on enrolment and the specific needs of students in each board. For 2013/2014, the HDSB expects to receive 94% (approximately $590 million) of total operating revenue from the Ministry of Education. On March 27, 2013, the Ministry of Education released information with respect to education funding for 2013/2014. The 2013/2014 Grants for Student Needs (GSN) supports the education sector’s continued focus on key student achievement goals. The level of funding demonstrates the government’s sustained commitment to investing in education, despite declining enrolment (provincially) and a challenging provincial fiscal situation.

The key objective of the budget development process is to align the allocation of resources with the Operational Plan of the Board, the Multi-Year Plan, and the Special Education Plan; identify school-based staffing requirements; identify budget challenges and opportunities, and gather input from the various stakeholder groups. Updates on the budget development process were presented to the Trustees in April, May, and June 2013. In addition, communication and stakeholder input was requested via communication with principals/managers, Special Education Advisory Committee, and public consultation via HDSB website. All budget development documentation was posted on the HDSB website; invitation for parental and community input was made available using Checkbox Software on the HDSB website. This opportunity for input was communicated using news releases to parents/school councils and newspaper advertisements in all local newspapers.

The Halton District School Board is committed to every student. The 2013/2014 Budget includes base funding driven by the current budget, as well as adjustments for increases in on-going operating expenditures (such as utility costs, fuel, etc.). In addition, the budget proposes a number of new enhancements that support the Operational Plan and the goal areas including Students, Staff, and System.

The projected growth in enrolment has also resulted in additional staff in order to meet class size legislation and/or program requirements. The total increase in staff over the 2013/2014 Revised Budget totals 296.1 full time equivalent (FTE). A summary of budget highlights includes: Investment in Our Students Leveled Literacy Intervention

Expand program up to 20 schools. 10.0 Full Time Equivalent (FTE) Elementary Teachers and literacy resources. In 2012/2013, this daily 16 week intervention program was offered in 11 schools. Every Kindergarten to Grade 3 student in the designated schools will receive

intensive guided instruction in reading. Lessons include: o Reading – focus on comprehension o Writing – focus on early writing strategies o Phonics and word study

Students who do not demonstrate movement towards their grade level target, will be assessed and supported by a second tier of support.

Information and Communication Technology (ICT) Plan Overview of the ICT vision was presented to the Board in December 2012. As a 21st

century system, the provision of infrastructure and tools must align curricular resources, instructional practices and professional learning. The introduction of

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technological tools to improve instructional practices will result in improved student achievement and engagement. Professional learning and classroom technology resources must be connected and supported if staff and students are to embrace 21st century learning environments.

$910,000 in technological infrastructure. 2.0 Full Time Equivalent (FTE) School Program staffing to support student and staff

learning in effective use of assistive and instructional technologies. Support for the use of demographic data to increase ICT funding allocations to

needier schools by a factor of up to 25%. Languages – English Language Learners (ELL) Elementary

3.0 Full Time Equivalent (FTE) Elementary Itinerant Teachers. HDSB has experienced a significant increase in elementary English Language

Learners over the past several years. The increase in this student cohort requires more teaching resourcing and strategies to meet their needs. The ELL teachers will plan, co-teach, and support classroom teachers. They will assess students, withdrawal support, accommodate/modify and deliver program to meet curriculum expectations.

Languages – English Language Learners (ELL) Secondary

2.0 Full Time Equivalent (FTE) Secondary Teachers. HDSB has experienced a significant increase in secondary English Language

Learners over the past several years. In order to align with Ministry expectations for ELL Reception, Orientation, Placement, Evaluation, Program and Reporting, an increase in qualified teachers is required. These teachers will also plan, co-teach and deliver program to meet curricular and course expectations.

North PROPS (Positive Return of Pupils to School) Class 1.0 Full Time Equivalent (FTE) teacher and 1.0 FTE Child & Youth Counsellor

(CYC) support. PROPS serve high school students with significant mental health needs that preclude

them from being able to manage in a regular high school system. In 2012/2013, we have only one PROPS class in Oakville to serve the entire Board

and it is difficult for north area students to attend a class in south Halton. A class in North Halton will provide equity and opportunity for North area students

who require this setting. Special Education Resource Teachers (SERT)

10.0 Full Time Equivalent (FTE) Elementary. 1.3 Full Time Equivalent (FTE) Secondary. Additional school based support for students with special education needs to address

the increase in student population experienced over the past several years.

Child and Youth Counsellors (CYC) – Mental Health and Behaviour Support 10.0 Full Time Equivalent (FTE). Additional support for students with social, emotional, mental health and/or

behavioural challenges targeted to higher needs schools. These additional CYCs will enhance the current ratio of elementary schools per CYC. Also supports the need for more proactive/preventative support in schools.

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e-Learning Contact Continuation of 1.0 Full Time Equivalent (FTE) funded through EPO (Education

Program Other) funding. This position provides training to teachers and administrators on Blended Learning

(face to face teaching plus resources) using D2L (our e-Learning Management System) and promotes Homework Help for grade 7-10 students in Mathematics.

Educational Assistants 15.0 Full Time Equivalent (FTE) to address the ongoing and increasing number of

students with complex needs, especially with the large increase in enrolment in the primary grades.

Math Software & Professional Development Interactive software for Grade 1-6 students and staff training in 40 schools on

instructional and assessment use of the software. Interactive software starts individual students where they are and promotes

exploration of mathematical concepts for understanding. Differentiated for English Language Learners and Learning Disabled students. Incorporates 21st Century content, learning skills, resources and technologies. Software provides assessment continuums of student developmental trajectories for

teachers to continuously monitor learning, to inform instruction and assessment. Home link for student and parent use at home is incorporated.

Decentralized School Budgets

Increase to decentralized school budgets’ general per pupil allocation of $5.00 per pupil.

The general per pupil allocation has been held at a constant level since 2004/2005 despite the increasing cost of school based resources.

Targeted Support to Schools

In 2012/2013, a budget allocation was provided to support schools in their efforts to increase the academic, social, and intellectual engagement of their students. The Family of Schools Superintendents identified schools that would benefit from this additional resource (approximately $10,000 per school). Schools were selected based on HDSB high needs index information, Our Kids Network information, School Generated Funds reports and Superintendent knowledge of socio-economics of the school area.

2013/2014 budget includes an allocation to continue with this support. Full-Day JK/SK

In the fall of 2009, the Ministry of Education announced a five-year phase in of the Full Day Kindergarten (FDK) program. The focused play-based learning model is staffed by a certified teacher and a registered early childhood educator (ECE). The Ministry class size standard of 26 allows for a 1:13 staffing ratio. Effective September 2013, a further 24 sites will be opened bringing the Board total to 56 sites.

In addition, one-time transition funding provided by the Ministry will be used to supplement resources in the classrooms, enhance outdoor play areas, provide staff training, and support a FDK Project Lead.

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Positive School Climate The Safe & Inclusive School Integrated Committee has identified researched based

approaches that support a whole school approach in promoting Positive School Climate. A systematic approach allows a consolidation of resources and efforts to implement Developmental Assets, Culturally Responsive Teaching, Collaborative Problem Solving, Restorative Justice and Mental Health strategies. This targeted approach will save on existing use of financial and human resources in supporting our schools.

Confidential Bullying Reporting Implement confidential reporting software that will allow individuals to report

bullying and inappropriate behaviours in our schools. Investment in Our Staff Coverage for Teacher in Charge (TIC) for Single Administrator Schools

Allocation of funds to allocate supply coverage days to backfill for Teachers in Charge in single administrator schools.

This allocation will support the involvement and engagement, professional learning and system contributions we expect of Principals in single administrator schools; to ensure that there is someone assuming “lead” responsibilities related to parents, staff and student issues when the Principal is out of the school; to allow principals in single administrator schools to attend Family of Schools meetings, Director’s meetings, IPRC meetings, staffing workshops, system committees and Board committees.

Manager of Disability Management

A Manager of Disability Management is required to oversee the Disability Management and Attendance Management areas of the Board. With the changes to the sick leave plans and the elimination of third party adjudication, our disability and attendance management processes must be managed by a health care professional with appropriate certification. Our Attendance Management Program needs to be reviewed and integrated with our Disability Management Program.

In addition, the ODA Employment Standard which includes a provision for individual disability plans for employees becomes law on January 1, 2014 and must be led by a professional.

Staff Training – School Secretaries Provide training (2 days) to each school secretary; secretaries “new to role” will

receive 4 days of training. Training will focus on technology, various administrative processes, and other non-

technical skills in order to improve efficiency and effectiveness. Release Time for Self-Contained Teachers

Release time (3 half days) for elementary self-contained teachers to prepare Individualized Education Plans for students.

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Investment in Our System Web Accessibility – AODA (Accessibility for Ontarians with Disabilities Act)

Complete an accessibility audit of websites to address AODA compliance and hire a consultant to assist with the review and provide recommendations to address compliance starting in 2014.

In compliance with the Board’s Accessibility plan, we must review board and school websites to assess level of accessibility and ensure that new sites and web content published after January 1, 2014 meet WCAG 2.0, Level A standards. (Note: Current websites do not require compliance until January 2021).

Trillium Server Upgrade

Our Student Management System, Trillium, that maintains and manages all student information and is used by all administrative and teaching staff, requires an upgrade in order to support our current infrastructure.

Additional Internet Connectivity This initiative will provide a second internet connection to increase internet

bandwidth and provide redundancy in the event that one feed fails. Internet usage by students and staff accounts for approximately 85% of bandwidth.

School Operations – Day to Day Maintenance

Increased funding, based on a two-year phase in, to support day to day repairs, changes and upgrades to school facilities.

The budget for day to day maintenance has not increased for several years despite the increase in number of schools and age of our existing buildings. In addition, new buildings that have been added to the inventory require higher repair and maintenance costs due to the sophistication of mechanical and facility systems.

Life Skills Model Change Retrofit Funding to support the movement of Life Skills classes from one location to another

will require some classroom modifications. In addition, other facility needs such as updating accessible washroom spaces, sensory rooms/areas will be required at some locations.

Records Manager – Enterprise Content Management System (ECMS) In November 2012, the Board approved a budget allocation to support the

implementation of a Document Imaging/Records Management project. An ECMS would reduce paper use/storage, simplify retrieving information, provide version control (one copy rather than several versions), and maintain/store essential information.

A Records Manager would be responsible for the oversight of standards, training, content retention/destruction, information classification and simplify the implementation of an ECMS across the district.

Information Technology – Software Development Departmental Restructuring Departmental restructuring to support the following:

o existing system software applications o growth in number of new applications

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o growth in number of users and schools o growth in number of requests

School Renewal – Field Supervisor

Additional support for the management and completion of larger repair and replacement projects including Full Day Kindergarten, Security and Fire Alarm, Family of Schools Renewal, Roofing, and Portable maintenance.

Capital Investments

In 2013/2014, the Board will invest more than $60.0 million in Ministry approved capital projects including the construction/completion of 2 elementary schools and 1 secondary school. Other projects include capital renovations to FDK sites and on-going renewal of HDSB facilities. The Board will also review a new Long Term Accommodation Plan (LTAP) in January 2014.

Ministry of Education Regulations The Education Act requires all school boards in Ontario to approve an annual balanced budget within the definitions set by the Ministry of Education regulations. The fiscal year for all school boards in Ontario is in alignment with the school year and runs from September 1 to August 31. According to Ministry of Education reporting and accountability requirements, a school board’s budget must be submitted to the Ministry by the end of June preceding the start of the fiscal year in question. Consequently, the 2013/2014 budget will be submitted prior to end of June 2013.

Beginning in 2010, all school boards were required to convert to a PSAB (Public Sector Accounting Board) basis of accounting. This results in a new definition of balanced budget including the requirement to approve a capital budget in addition to an operating budget. The new PSAB standards follow more closely private sector finance and expenditure principles including, but not limited to, a statement of amortization, deferred capital charges and future liabilities (retirement gratuities). One of the consequences of PSAB accounting is that any non-Ministry funded capital spending must be financed through available accumulated surplus (previously referred to as reserves). Therefore, there is a need to produce a surplus in any year in order to allow non-Ministry funded capital projects and the related financing costs. The new balanced budget definition also allows school boards to allocate a portion of the unrestricted accumulated surplus (not to exceed one percent of the Ministry’s Grants for Student Needs) funding to balance its budget.

2013/2014 Ministry of Education Funding – Grants for Student Needs (GSN)

The provincial announcement of March 27, 2013 continues with the transition from a time of large annual increases in education funding to a more constrained fiscal environment. In this environment, the Ministry focus will continue to be on student achievement and ensuring that Ontario is served by a well-managed education system that focuses resources on students and schools. Details of the GSN are available on the Ministry website at http://www.edu.gov.on.ca/eng/policyfunding/funding.html. Highlights include the following:

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2012/13 In-year enhancements

Funding for the following will be allocated to boards based on their reported expenditures over the course of the year:

A one-time payout, based on a formula set out in regulation, for non-vested sick days that do not qualify as retirement gratuities;

Introduction of an upper limit – 10 years – for the number of years that must be worked to qualify for the payout of retirement gratuities; and

Funding for a one-year rolling sick bank that can be used to top up salary from 90 to 100 percent.

Consistent with the current labour framework, in-year funding is being allocated to support changes to the sick leave plan.

Grid Movement:

Funding through the Teacher Qualifications and Experience Allocation will continue to recognize grid movement based on the 97th school day provision.

Unpaid Days:

The salary benchmarks for teachers, principals, and vice-principals, are being reduced by 1.5% to recover the savings from the three unpaid professional activity (PA) days for 2013/14. The funding related to other staff with grid movement will not be adjusted to reflect the one unpaid day. This is also the case for staff with grid movement who make less than $100,000 a year and who do not bargain collectively. Additional Sick Day: Consistent with the current labour framework, supply teacher benchmarks for 2013/2014 have been increased to support changes to the sick leave plan. Retirement Gratuities: In 2013/2014, the Ministry will continue to implement a reduction in the benefits funding benchmarks as part of the phase out of retirement gratuities. This is the second year of the twelve year phase out. 34-Credit Threshold: A four-year secondary school strategy, including administrative and funding changes related to the 34-credit threshold, is being implemented starting in the 2013/2014 school year. The strategy includes three key components:

Policy and program changes to encourage graduation within four years Improving access to part-time studies Differentiated funding in a day-school program for credits over a 34-credit threshold

The portion of a pupil’s enrolment over the 34-credit threshold will be included in a new high-credit day-school ADE category, which will be funded at the Continuing Education rate

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Enhancements to Keep Up With Costs

Funding to support increase in OMERS contribution rates (OMERS is the pension plan for most non-teaching staff)

2 % increase in non-staff school operations benchmarks Additional funding to assist with electricity costs Student Transportation Grant will be increased by 2% to recognize higher operating costs

Capital Funding

Allocations for School Condition Improvement, Temporary Accommodations and First-Time equipping for FDK classrooms will continue in 2013/2014. In January 2013, the Ministry announced over $620M in Capital Priorities funding approvals for major capital construction projects including FDK projects required over the next three years. In the 2013/2014 GSN, the government has given priority to protecting the gains Ontario has made in education, protecting jobs for teachers and other personnel who work in our schools, implementing FDK as planned, and supporting commitments to reduced class sizes.

Conclusion

The 2013/2014 Operating and Capital Budget of the Halton District School Board provides stability to programs and services. It has been developed with the mission of inspiring and supporting learning; creating safe, healthy and engaging environments; and providing opportunities for challenge and choice.

Lucy Veerman, B. Comm., CPA, CA Superintendent of Business Services and Treasurer

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Section 1

2013/2014 Budget

Key Highlights

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Revised

Budget Estimates Projected %

Description 2013/2014 2012/2013 Growth Change

Elementary

Burlington 12,633.00 12,159.00 474.00 3.9%

Oakville 14,088.00 13,601.00 487.00 3.6%

Milton 9,889.00 8,800.00 1,089.00 12.4%

Halton Hills 4,792.00 4,701.00 91.00 1.9%

Elementary ADE 41,402.00 39,261.00 2,141.00 5.5%

Secondary - pupils less than 21 years

Burlington 6,122.67 6,025.62 97.05 1.6%

Oakville 7,323.55 7,171.36 152.19 2.1%

Milton 2,452.76 2,296.41 156.35 6.8%

Halton Hills 2,199.48 2,241.29 (41.81) (1.9%)

Secondary - pupils less than 21 years ADE 18,098.46 17,734.68 363.78 2.1%

Total Day School

Burlington 18,755.67 18,184.62 571.05 3.1%

Oakville 21,411.55 20,772.36 639.19 3.1%

Milton 12,341.76 11,096.41 1,245.35 11.2%

Halton Hills 6,991.48 6,942.29 49.19 0.7%

Total Day School ADE 59,500.46 56,995.68 2,504.78 4.4%

Students 21 years and over - ADE 285.00 290.00 (5.00) (1.7%)

Notes:

ADE calculations are based on 50% of the October 31 Full Time Equivalent and 50% of the

March 31 Full Time Equivalent

Full Day Kindergarten (FDK) students are counted as 1.0 FTE.

JK and SK non-FDK students are counted as 0.5 FTE

FDK 2013/2014: 5479 ADE, 2012/2013 Revised Estimates: 3614 ADE

Secondary includes ADE for those students exceeding 34 credits

Halton District School Board2013/2014 Budget

Enrolment StatisticsAverage Daily Enrolment (ADE)

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Enrolment History

‐

10,000

20,000

30,000

40,000

50,000

60,000

70,000

2004/05Actuals

2005/06Actuals

2006/07Actuals

2007/08Actuals

2008/09Actuals

2009/10Actuals

2010/11Actuals

2011/12Actuals

2012/13Projected

2013/14Projected

Elementary

Secondary

Combined

‐

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

2004/05Actuals

2005/06Actuals

2006/07Actuals

2007/08Actuals

2008/09Actuals

2009/10Actuals

2010/11Actuals

2011/12Actuals

2012/13Projected

2013/14Projected

Elementary

Elementary

‐

1,500

3,000

4,500

6,000

7,500

9,000

10,500

12,000

13,500

15,000

16,500

18,000

19,500

2004/05Actuals

2005/06Actuals

2006/07Actuals

2007/08Actuals

2008/09Actuals

2009/10Actuals

2010/11Actuals

2011/12Actuals

2012/13Projected

2013/14Projected

Secondary

Secondary

Combined

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Description Enhancement

10 FTE Leveled Literacy Intervention - Teachers - elementary 843,286

Leveled Literacy Intervention - Resource Kits 26,000

3 FTE English Language Learner (ELL) Teachers - elementary 252,759

2 FTE English Language Learner (ELL) Teachers - secondary 179,606

1 FTE North PROPS (Positive Return of Pupils to School) Class - Child and Youth Counsellor 68,647

1 FTE North PROPS (Positive Return of Pupils to School) Class - Teacher - secondary 89,803

1 FTE E-Learning Contact - Teacher - secondary 89,803

10 FTE Child and Youth Counsellors (CYCs) 686,470

Math Software and Professional Development 50,000

Decentralized School Supplies 300,000

Targeted Support to Schools 150,000

Coverage for Teacher in Charge (TIC) for Single Administrator Schools 64,000

1 FTE Manager of Disability Management 113,365

Staff Training - School Secretaries 94,240

Web accessibility (AODA) 60,000

Trillium Server Upgrade 108,000

Additional Internet and Redundancy 120,000

School Operations - Day to Day Maintenance 750,000

Life Skills Model Change Retrofit 195,000

Information Technology - Software Development Department Restructure 14,875

1 FTE Records Manager - Enterprise Content Management System 80,309

1 FTE School Renewal Field Supervisor 88,021

Total Highlights 4,424,184


Operating Budget Highlights

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Section 2

2013/2014 Budget

Operating Revenue

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RevisedBudget Estimates Increase/

2013/2014 2012/2013 (Decrease)

Revenue

Provincial Grants - Grants for Student Needs 560,528,591 550,901,880 9,626,711

Provincial Grants - Other

Full Day Kindergarten 27,701,221 18,045,097 9,656,124

Education Program Other Projects (EPO) 1,821,433 3,431,849 (1,610,416)

Ministry of Citizenship & Immigration - Adult ESL 0 407,400 (407,400)Provincial Grants - Other Subtotal 29,522,654 21,884,346 7,638,308

Federal Grants & Fees 317,889 317,889 0

School Generated Funds 19,000,000 20,000,000 (1,000,000)

Investment Income 900,000 1,350,000 (450,000)

Other Fees & Revenues

Tuition Fees 1,292,500 1,164,700 127,800

Rental Income 636,984 601,054 35,930

Cafeteria Income 77,000 93,000 (16,000)

Miscellaneous Income 34,000 34,000 0

Education Development Charge (EDC) 9,000,000 9,000,000 0 *Other Fees & Revenues Subtotal 11,040,484 10,892,754 147,730

Amortization of Deferred Capital Contributions 23,511,567 22,231,734 1,279,833

Total Revenue 644,821,185 627,578,603 17,242,582

Total Annual Surplus/(Deficit) - Per Ministry Compliance** 12,302,544 7,580,213 4,722,331

Total Revenue Net of Annual Surplus/(Deficit) 632,518,641 619,998,390 12,520,251

Total Expense 632,518,641 619,998,390 12,520,251

* Revenue adjustments per PSAB requirement** Additional information included on page 48


Budget 2013/2014

Summary of Revenue

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2013/2014 2012/2013 (Decrease)

Provincial Grants - Grants for Student NeedsGeneral Operating Allocation

Pupil Foundation 290,267,658 286,132,837 4,134,821

School Foundation 37,110,314 36,208,560 901,754

Special Education 79,499,169 77,692,304 1,806,865

Language 14,684,250 13,940,712 743,538

Learning Opportunity 5,953,023 5,432,491 520,532Adult Education, Continuing Education and Summer School (including international languages and PLAR) 2,462,622 2,206,739 255,883

Cost Adjustment and Teacher Qualification and Experience 22,093,866 20,389,623 1,704,243

New Teacher Induction Program (NTIP) 702,060 656,083 45,977

Restraint Savings (recovery of $10M for non-bargaining staff) (266,661) (266,661) 0

Transportation 13,656,395 13,043,209 613,186

Administration and Governance 14,387,626 14,012,511 375,115

School Operations 52,844,892 50,568,632 2,276,260

Community Use of Schools 735,742 719,110 16,632

First Nation, Métis and Inuit Education Supplemental Allocation 347,096 302,095 45,001

Safe Schools 896,796 872,330 24,466

Permanent Financing of NPF 543,389 543,389 0

Temporary Accommodation - Relocation & Leasing 2,833,977 3,000,000 (166,023 )

School Renewal 8,231,282 8,027,034 204,248

School Condition Improvement 2,706,273 2,708,366 (2,093 )

Short Term Interest on Capital 431,656 1,062,000 (630,344 )

Capital Debt Support Payments - Interest Portion 12,992,228 12,020,620 971,608

Capital Grant Land 121,211 0 121,211

Transferred to Deferred Revenue

School Renewal 0 2,528,032 (2,528,032 ) *Special Education Equipment Per Pupil Based 0 1,810,230 (1,810,230 ) *School Condition Improvement 0 339,142 (339,142 ) *

Transferred to Deferred Capital Contribution

School Condition Improvement (2,706,273) (3,047,508) 341,235 *Total Provincial Grants - Grants for Student Needs 560,528,591 550,901,880 9,626,711

* Grant adjustments per PSAB requirement


Budget 2013/2014

Provincial Grants - Grants for Student Needs (GSN)

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2013/2014 Budget

Provincial grants ‐Grants for Student

Needs86.9%

Provincial grants ‐Other4.6%

School generated funds2.9%

Investment Income0.1% Other fees & revenues

1.8%

Amortization of Deferred Capital Contributions

3.5%

Total Revenue $645M(Accumulated Surplus ‐ $12M)

Pupil Foundation51.8%

School Foundation6.6%

Special Education14.2%

Language2.6%

Teacher Qualifications & Experience

3.9%

Transportation2.4%

Administration and Governance

2.5%

School Operations10.1%

School Renewal1.5%

Other Grants1.8%

Capital Interest2.5%

Total Provincial Grants ‐ GSN $561M

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The revenue categories reflected on the chart are consistent with the Ministry's defined revenues.

Pupil Foundation - is a per-pupil allocation that supports the components of a classroom

education that are required by, and generally common to, all students.

School Foundation - supports the costs of salaries and benefits for Principals, Vice-Principals,

and School Secretaries, as well as supplies for school administration purposes.

Special Education - provides funding for exceptional pupils and other students who need special

education programs and supports. This funding is intended to support the additional programs,

services, and equipment required to meet the educational needs of these students.

Language - grants for French as a Second Language and English as a Second Language.

Teacher Qualification & Experience (Q&E) - the Teacher Q&E allocation provides funding to

recognize the placement of teachers on the qualifications and experience grid.

Transportation - provides funding for home-to-school and school-to-school transportation of students,

including transporting students with special needs.

Administration and Governance - a capped amount of funding for central administration and governance,

including the costs of operating board offices and central facilities.

School Operations - provides funding for caretaking, maintenance, and utilities for schools as well as

school renewal. This also includes funding for Community Use of Schools as well as funding for relocation

and leasing of portables.

School Renewal - provides funding for costs of repairing and renovating schools.

Other Grants - includes grants for Learning Opportunities, Continuing Education, First Nation, NTIP,

and Safe Schools.

Capital Interest - provides funding for the interest portion of supported capital debt as well as bridge

financing of not permanently financed capital projects.


2013/2014 Budget

Glossary of Terms - Total Provincial Grants - GSN Chart

19

Autism Supports and Training $89,803

Collaborative Inquiry for Learning - Mathematics $135,000

Library Investment Project - Staffing (Elementary Schools) $183,200

Ontario Focused Intervention Partnership (OFIP) - Schools in the Middle (SIM) $333,600

Mental Health and Addiction Strategy $120,000

MISA Local Capacity $54,229

Safe and Accepting Schools $114,755

Specialist High Skills Major (SHSM) $232,740

Student Work Study Teachers (SWST) $240,000

Student Success Supplements $318,107

Funds to support collaborative teacher inquiry into student learning needs and the precise assessment and instructional strategies which close learning gaps and improve achievement.

Funds to support the success of Grade 7-12 students including Building Capacity for Effective Instruction in Literacy for Adolescents; Building Capacity for Effective Mathematics Instruction; Capacity Building for Differentiated Instruction; Collaborative Inquiry for Instructional Impact; Middle Years Collaborative Inquiry in Mathematics; Cross Panel Teams: Supporting Transitions and Innovative Practices, Grades 7-12

Funds for library staff (teacher-librarians and/or library technicians) within elementary schools.

Funds to support the work of a system improvement team for the implementation of effective teaching, learning and leading practices in lower and middle performing elementary schools.

Funds to support the work of board's Equity and Inclusive Education (EIE) Networks to build on initiatives funded in previous years; support compliance with Bill 13; and to take further steps to implementing a whole school approach to promoting safe, inclusive and accepting schools.

Funds to address costs in delivery of SHSM programs for student certification and training; tracking student achievement; equipment purchases; promotion and marketing; and teacher professional development.

Funds to support the development and implementation of comprehensive school board-level Mental Health and Addictions Strategy to address student needs.

Funds to support boards to increase the capacity of teachers, principals, and board administrators to utilize information in support of improved student outcomes.


2013/2014 Budget

Education Program Other (EPO) - Outside GSN

Funds to support hands-on practical training modules on Applied Behaviour Analysis (ABA) instructional methods.

Funds to support co-planning and co-teaching in schools to implement lateral capacity building strategies that enable sustainable learning communities and build Principal's mathematics instructional leadership through participation in the CIL-M network. Additional funding is supplied to support Grade 7 to 10.

20

Section 3

2013/2014 Budget

Operating Expense

21


EXPENSE 2013/2014 2012/2013 (Decrease)

InstructionClassroom Teachers 318,494,668 306,447,323 12,047,345 Supply Teachers 11,459,818 10,291,462 1,168,356 Educational Assistants 35,754,518 34,640,132 1,114,386 Early Childhood Educators 10,292,012 6,494,646 3,797,366 Textbooks and Supplies 20,991,299 22,670,225 (1,678,926) *Computers 3,165,985 3,095,749 70,236 *Professionals, Para-professionals & Technical 19,766,163 18,789,831 976,332 *Library and Guidance 11,447,139 11,239,903 207,236 Staff Development 3,370,953 3,558,034 (187,081) *Department Heads 782,292 754,152 28,140 Principals and Vice-Principals 25,433,941 25,029,322 404,619 *School Office 14,712,070 14,241,405 470,665 *Coordinators and Consultants 6,722,424 6,475,370 247,054 Continuing Education 1,537,998 1,970,983 (432,985)

Instruction Total 483,931,280 465,698,537 18,232,743 Administration

Trustees 278,442 339,623 (61,181) *Director and Supervisory Officers 2,796,709 2,994,429 (197,720) *Board Administration 10,190,896 10,730,978 (540,082) *Amortization - Administration 110,207 114,479 (4,272)

Administration Total 13,376,254 14,179,509 (803,255) Transportation

Pupil Transportation 14,188,368 13,912,455 275,913

Transportation - Provincial Schools 158,100 155,000 3,100 Transportation Total 14,346,468 14,067,455 279,013 Pupil Accommodation

School Operations and Maintenance 52,757,065 50,271,154 2,485,911 *School Renewal 8,231,282 14,701,860 (6,470,578) *Amortization - Pupil Accommodation 23,851,550 22,566,596 1,284,954 Other Pupil Accommodation 14,074,770 14,039,643 35,127

Pupil Accommodation Total 98,914,667 101,579,253 (2,664,586) School Generated Funds

School Generated Funds 19,000,000 20,000,000 (1,000,000) School Generated Funds Total 19,000,000 20,000,000 (1,000,000) Other Expense

Education Program Other Projects (EPO) 1,906,582 3,530,247 (1,623,665) Permanent Financing of NPF 543,389 543,389 - Provision for contingencies 500,000 400,000 100,000

Other Expense Total 2,949,971 4,473,636 (1,523,665) Grand Total 632,518,641 619,998,390 12,520,251


Summary of Operating Expense by Ministry Category

* Revised Budget 2012/2013 includes carry forward from 2011/2012 Year End per Board Report 1213622


2013/2014 Budget

Instruction77%

Administration2%

Transportation2%

Pupil Accommodation16%

School Generated Funds3%

Other0%

Total Operating Expense $633M

Classroom Teachers66%

Supply Teachers2%

Early Childhood Educators2%

Educational Assistants8%

Textbooks and Supplies4%

Computers1%

Professionals, Para‐professionals and Technical

4%

Library and Guidance2%

Staff Development

1%

Department Heads0%

Principals and Vice‐Principals5%

School Office3%

Coordinators and Consultants2%

Continuing Education0%

Total Instruction $484M

23

Classroom Teachers Elementary & SecondarySalaries, Benefits and Mileage related to Teachers.

Supply Teachers

Educational Assistants

Early Childhood Educators

Textbooks and Supplies

ComputersClassroom computers (hardware only) and the associated network costs.

Professionals & Para-professionals and Technical

Library & Guidance

Staff Development

Department Heads

Principals and Vice-Principals

School Office

Coordinators and Consultants

Continuing EducationIncludes all current salary, benefits, supply and service expenses relating to the deliveryof Continuing Education, Summer School and International Languages programs (non-day school program).

Includes professional development expenses and professional memberships for teaching, school support staff and Supervisory Officers.

Includes Department Head allowance only.

Includes expenses relating to the management and administration of schools, including for example Principal, Vice-Principal salaries, benefits and related supplies & services.

Includes expenses relating to the management of schools, including for example Secretarial salaries, benefits and related supplies & services.

Includes expenses relating to Coordinators & Consultants, curriculum development or program support.

Includes expenses relating to library and guidance services within schools, including salaries of Teachers and Library Technicians.


Glossary of Terms - Total Instruction Chart

Charges for Supply Teachers hired as a result of a short or longer-term absence of a Teacher. Also includes Teachers hired in order to provide release time for a Teacher.

Includes salaries of Educational Assistants and Teacher Assistants who support Teachers in the classroom.

Includes salaries of Early Childhood Educators who support teachers in the Full Day Kindergarten program.

Textbooks, workbooks, resource materials, updating library resource materials, instructional software, CD ROMs, DVDs and internet expenses.

Salaries & benefits for staff who provide support services to students and teachers, such as Attendance Counsellors, Student Supervisors, Hall Monitors, Social Workers, Child and YouthCounsellors, Community Workers, Computer Technicians, Psychologists, Psychometristsand Speech Pathologists.

24

$K= Thousand

Classroom Teachers

Supply Teachers




Computers

Professionals, Paraprofessionals and Technical

Library and Guidance

Staff Development

Department Heads


School Office

Coordinators and ConsultantsContinuing Education

Administration

Transportation

Pupil Accommodation

Other

The $279K increase includes adjustments for growth and the opening of new schools.

The 2012/2013 Revised Estimates allocation for School Renewal includes the 2011/2012 carry forward ($2,528K) and 2012/2013 one-time budget enhancement ($4,147K). Any unspent budget as of August 31, 2013 will be carried forward into 2013/2014.Balance of Pupil Accommodation Budget reflects an increase of 12 staff, temporary accommodation, contract cleaning and the increase in amortization. Any expenditures for Utilities/Vandalism exceeding the budget will be funded from the surplus set aside for this purpose.

The $1,524K decrease includes a reduction of EPO projects offset by the increase in the provision for contingency of $100K.

The $28K increase represents additional positions due to enrolment changes and new school opening.

The $405K increase includes the addition of 1 Principal and 3 Vice-Principals due to enrolment growth, new schools, the impact of provincial government/union agreements and the 2011/2012 carry forward balances for Professional Development.

The $471K increase includes the addition of 4.8 staff due to enrolment growth, new schools and the impact of 2013/2014 budget enhancements.The $247K increase includes the addition of 2 Instructional Program Leaders for the IT Vision, and 1 FTE converted from an Itinerant Teacher position.The $433K reduction reflects the removal of the Ministry of Citizenship & Immigration program reported by the Centre for Skills Development & Training.The $803K decrease includes the removal of 2011/2012 carry forward balances, one-time 2012/2013 Budget enhancements, impact of provincial government/union agreements and the addition of 1 staff included in 2013/2014 budget enhancements.

The $187K decrease includes the removal of 2012/2013 budget enhancements offset by additional funding for NTIP as per Ministry grant allocation.

Halton District School Board2013/2014

Operating Expense by Ministry Category Variance Description

The $12,047K increase includes the addition of 129.4 Elementary Teachers, 30.1 Secondary Teachers, benefit changes, salary savings from projected retirements and the impact of provincial government/union agreements.

The $1,168K increase reflects the estimated impact of provincial directions.

The $1,114K increase includes the addition of 15 FTE, benefit changes and reflects the impact of provincial government/union agreements.

The $3,797K increase reflects the increase of 77 additional staff due to the year four implementation of Full Day Kindergarten. Also includes the impact of benefit rate changes and provincial government/union agreements.

The $1,679K decrease reflects the reduction for the 2011/2012 carry forwards and the removal of 2012/2013 enhancements including Decentralized and Special Equipment Amount (SEA) funding. This is offset by the increase in 2013/2014 Decentralized due to enrolment growth, new school openings, FDK and 2013/2014 enhancements.

The $70K change includes the increase for the IT Vision plan offset by the 2011/2012 carry forwards and the removal of the one-time 2012/2013 budget enhancements.

The $976K increase includes the addition of 11 Child & Youth Counsellors, 1 Social Worker and reflects the impact of provincial government/union agreements. This increase is offset by the removal of one-time 2012/2013 budget enhancements.

The $207K increase includes the addition of 4.8 Library & Guidance Teachers and 1 Library Technician.

25

Revised

Budget Estimates Increase/

2013/2014 2012/2013 (Decrease)

InstructionTeachers

Classroom Teachers Elementary

Classroom Teachers 2,111.1 2,008.5 102.6 Note 1

English Language Learners 40.0 37.0 3.0 Note 1

Program Itinerant ‐ 1.0 (1.0) Note 2

Transitions 2.0 2.0 ‐

Learning Resource (LRT) 20.0 10.0 10.0 Note 1

Special Education Learning Centre 8.0 8.0 ‐

Special Education Learning Resource (LRT) 10.0 10.0 ‐

Care, Treatment, Custody and Corrections 4.0 4.0 ‐

Special Education Itinerant 25.2 25.2 ‐

Special Education Self‐Contained 114.3 109.5 4.8 Note 1

Special Education SERT 158.0 148.0 10.0 Note 1

Classroom Teachers Secondary

Classroom Teachers 1,055.9 1,031.6 24.3 Note 1

English Language Learners 12.0 10.0 2.0 Note 1

HOPES 2.0 2.0 ‐

Native Studies 1.0 1.0 ‐

Inclusive Education 1.0 1.0 ‐


Special Education Itinerant 2.0 2.0 ‐

Special Education Self‐Contained 41.7 39.2 2.5 Note 1

Special Education SERT 62.0 60.7 1.3 Note 1

Teachers Total 3,689.5 3,530.0 159.5



Schools 213.0 136.0 77.0 Note 1

Early Childhood Educators Total 213.0 136.0 77.0



English Language Learners 4.0 4.0 ‐


Special Education 676.5 661.5 15.0 Note 1

Educational Assistants Total 682.5 667.5 15.0



Note 1) Reflects impact of enrolment change, new schools and enhancementsNote 2) Conversion of Itinerant teacher to IPLNote 3) Change in contract to permanentNote 4) IPL added per IT Vision Board Report #12144

26

Revised


2013/2014 2012/2013 (Decrease)



Professionals, Paraprofessionals and Technical


Food Schools 13.0 13.0 ‐

Child & Youth Counsellors


Psychoeducational Consultants

Special Education 21.0 21.0 ‐

Social Workers

Safe Schools 5.0 5.0 ‐


Speech‐Language Pathologists


Clerical & Secretarial

Media 11.0 11.0 ‐

Schools 2.0 2.0 ‐


Management And Support Staff

Applied Behavioural Analysis 3.0 3.0 ‐

Full Day Kindergarten 2.0 2.0 ‐

Information Technology 5.0 5.0 ‐

Media 2.0 2.0 ‐

Program Services 2.0 2.0 ‐

Safe Schools 0.6 0.6 ‐

Schools 1.0 1.0 ‐

Understanding and Managing Aggressive Behaviour 2.0 2.0 ‐


Technical & Specialized

Director's Office 1.8 1.8 ‐

Information Technology 43.0 42.0 1.0 Note 3

Special Equipment Amount 2.0 2.0 ‐

Student Supervisors

Kindergarten 35.9 35.9 ‐


Continuing Education Assistants

Gary Allan HS 4.7 4.7 ‐

Professionals, Paraprofessionals and Technical Total 281.3 268.3 13.0


27

Revised


2013/2014 2012/2013 (Decrease)




Classroom Teachers‐Elementary

Library 46.9 44.3 2.6 Note 1

Guidance 12.7 12.5 0.2 Note 1

Classroom Teachers‐Secondary

Library 17.0 16.0 1.0 Note 1

Guidance 40.0 39.0 1.0 Note 1

Library Technicians

School Administration 25.0 24.0 1.0 Note 1

Library and Guidance Total 141.6 135.8 5.8

Staff Development


Staff Development 1.0 1.0 ‐

Principals

System Principal 1.0 1.0 ‐

Staff Development Total 2.0 2.0 ‐

Principals and Vice‐Principals

Principals



Vice‐Principals



Principals and Vice‐Principals Total 198.0 194.0 4.0

School Office






School Office Total 245.4 240.6 4.8


28

Revised


2013/2014 2012/2013 (Decrease)





System Support 8.8 8.8 ‐

Director and Supervisory Officers

Student Success 1.0 1.0 ‐

Instructional Program Leaders (IPL)

e‐Learning 1.0 1.0 ‐

English Language Learners 1.0 1.0 ‐

Equity/Inclusive Curriculum 1.0 1.0 ‐

Ontario Focused Intervention Partnership 1.0 1.0 ‐

Program Services Elementary 15.0 12.0 3.0 Note 2, 3, 4

Program Services Secondary 11.0 10.0 1.0 Note 4

Research 4.0 4.0 ‐

Special Education Elementary 5.0 5.0 ‐

Special Education Secondary 3.0 3.0 ‐


System Support 3.0 3.0 ‐

Principals

System Principals 5.0 5.0 ‐

Vice Principals

System Vice‐Principals 2.0 2.0 ‐

Coordinators and Consultants Total 61.8 57.8 4.0

Continuing Education


School Administration 1.0 1.0 ‐

Vice‐Principals

School Administration 1.0 1.0 ‐

Continuing Education Total 2.0 2.0 ‐

Instruction Total 5,517.1 5,234.0 283.1


29

Revised


2013/2014 2012/2013 (Decrease)



AdministrationTrustees

Trustees

Trustees 11.0 11.0 ‐

Trustees Total 11.0 11.0 ‐



Associate Director 1.0 1.0 ‐

Business Services 1.0 1.0 ‐

Director 1.0 1.0 ‐

Facility Services 1.0 1.0 ‐

Human Resources 1.0 1.0 ‐

Information Technology 1.0 1.0 ‐

Program Services 1.0 1.0 ‐

School Superintendent 5.0 5.0 ‐


Director and Supervisory Officers Total 13.0 13.0 ‐

Board Administration

Caretakers

J.W.Singleton 3.0 3.0 ‐

Cleaners

J.W.Singleton 0.5 0.5 ‐



Director's Office 2.0 2.0 ‐



Director 4.0 4.0 ‐

Human Resources 29.0 29.0 ‐

Information Technology 10.0 9.0 1.0 Note 1

Planning 6.0 6.0 ‐

School Superintendents 4.0 4.0 ‐


Halton Learning Foundation

Learning Foundation 1.0 1.0 ‐

Board Administration Total 87.5 86.5 1.0

Administration Total 111.5 110.5 1.0 Note 1) Reflects impact of enrolment change, new schools and enhancementsNote 2) Conversion of Itinerant teacher to IPLNote 3) Change in contract to permanentNote 4) IPL added per IT Vision Board Report #12144

30

Revised


2013/2014 2012/2013 (Decrease)



Pupil AccommodationSchool Operations and Maintenance

Caretakers

Facility Services 272.0 262.0 10.0 Note 1

Maintenance 29.0 29.0 ‐

Cleaners





Facility Services 22.0 21.0 1.0 Note 1

Health & Safety 3.0 3.0 ‐

WSIB 6.0 5.0 1.0 Note 1

School Operations and Maintenance Total 346.5 334.5 12.0

Pupil Accommodation Total 346.5 334.5 12.0

Grand Total 5,975.1 5,679.0 296.1


31

Category FTE Revenue Expense Variance

Instruction 5,517.1 476,296,216 483,931,280 (7,635,064)

Administration 111.5 15,046,349 13,376,254 1,670,095

Transportation 13,723,053 14,346,468 (623,415)

Pupil Accommodation 346.5 105,503,052 98,914,667 6,588,385

School Generated Funds 19,000,000 19,000,000 0

Other 2,949,971 2,949,971 0

Total 5,975.1 632,518,641 632,518,641 0


Expense by Funding Source

32


2013/2014 2012/2013 (Decrease)

Instruction

Classroom Teachers

Salaries and Benefits 318,394,668 306,347,323 12,047,345

Supplies and Services 100,000 100,000 -

Classroom Teachers Total 318,494,668 306,447,323 12,047,345

Supply Teachers


Supply Teachers Total 11,459,818 10,291,462 1,168,356



Educational Assistants Total 35,754,518 34,640,132 1,114,386



Early Childhood Educators Total 10,292,012 6,494,646 3,797,366


Supplies and Services 18,316,229 19,895,726 (1,579,497) *

Fees, Contractual and Rentals 2,565,470 2,654,899 (89,429) *

Other 109,600 119,600 (10,000)

Textbooks and Supplies Total 20,991,299 22,670,225 (1,678,926)

Computers

Supplies and Services 2,301,781 2,221,645 80,136 *

Fees, Contractual and Rentals 864,204 874,104 (9,900)

Computers Total 3,165,985 3,095,749 70,236

Professionals, Para-professionals & Technical


Supplies and Services 328,911 319,911 9,000

Fees, Contractual and Rentals 439,935 729,825 (289,890) *

Other 48,680 56,920 (8,240)

Professionals, Para-professionals & Technical Total 19,766,163 18,789,831 976,332


Instruction Expense


33


2013/2014 2012/2013 (Decrease)

Instruction


Instruction Expense


Salaries and Benefits 11,433,139 11,225,803 207,336

Supplies and Services 14,000 14,100 (100)

Library and Guidance Total 11,447,139 11,239,903 207,236

Staff Development

Salaries and Benefits 155,925 155,554 371

Staff Development 3,215,028 3,402,480 (187,452) *

Staff Development Total 3,370,953 3,558,034 (187,081)

Department Heads

Salaries and Benefits 782,292 754,152 28,140

Department Heads Total 782,292 754,152 28,140



Staff Development 332,650 623,489 (290,839) *

Supplies and Services 74,838 79,838 (5,000)

Other 43,264 38,000 5,264

Principals and Vice-Principals Total 25,433,941 25,029,322 404,619

School Office


Staff Development 116,240 31,474 84,766 *

Supplies and Services 71,896 71,396 500

Fees, Contractual and Rentals 448,606 489,311 (40,705) *

School Office Total 14,712,070 14,241,405 470,665



Supplies and Services 191,030 188,050 2,980


Other 5,100 5,100 -

Coordinators and Consultants Total 6,722,424 6,475,370 247,054

Continuing Education

Salaries and Benefits 1,246,659 1,251,369 (4,710)

Supplies and Services 72,059 98,434 (26,375)


Continuing Education Total 1,537,998 1,970,983 (432,985) Instruction Total 483,931,280 465,698,537 18,232,743


34


2013/2014 2012/2013 (Decrease)

Instruction


Supplies and Services

Decentralized School Budgets 12,148,392 12,218,097 (69,705) *

Care, Treatment, Custody and Corrections 99,577 99,577 -

Equity Inclusion 20,820 37,595 (16,775)

Family of Schools 299,000 225,623 73,377

Full Day Kindergarten 1,011,500 723,389 288,111

Health Supplies 80,000 80,000 -

Integration New Schools/Boundary Reviews 75,000 75,000 -

Media & Library 127,285 127,285 -

Program Services Subject Specific 958,330 958,330 -

Safe Schools 46,800 48,300 (1,500)

Sch Effectiveness Framework 35,586 35,586 -

School Innovations 50,000 50,000 -

Special Education Resources and Support 151,600 178,584 (26,984) *

Special Equipment Amount 2,831,699 4,733,845 (1,902,146) *

Specialist High Skills Major 12,000 12,000 -

Student Success 6,000 6,000 -

Tell Them From Me Survey 84,360 81,735 2,625

Leveled Literacy Intervention 26,000 - 26,000

Math Software 50,000 - 50,000

Other Resources and Support 202,280 204,780 (2,500) Supplies and Services Total 18,316,229 19,895,726 (1,579,497)

Fees, Contractual and Rentals

Copyright 6,606 23,549 (16,943)

E-Learning Tuition Other Brds 324,000 324,000 -

Internet Connectivity - 210,000 (210,000)

Media & Library 66,000 66,000 -

Parent Engagement 64,620 62,863 1,757

Safe Schools 25,626 25,626 -

Science & Tech Ed Safety 117,000 167,000 (50,000)

Software Fees 298,866 291,196 7,670

Specialist High Skills Major 794,032 761,012 33,020 *

Wide Area Network 626,544 626,544 - Web Accessibility AODA 60,000 - 60,000

Internet Redundancy 120,000 - 120,000

Other Resources and Support 62,176 97,109 (34,933) *Fees, Contractual and Rentals Total 2,565,470 2,654,899 (89,429)


Detail of Instruction - Textbooks and Supplies Expense


ELEMENTARY BUDGET MODEL SECONDARY BUDGET MODEL

Base Allocation per School $5,300.00 Base Allocation per School $5,300.00

School Council per School $200.00 General Per Pupil $55.00

General Per Pupil $35.00 Student Fee offset Per Pupil $35.00

Student Fee Offset Per Pupil $20.00 School Council Allocation per School $200.00

School PD - per FTE $4.50 School PD - per ADE $4.50

Textbooks Grades 1 - 3 $20.00 Text Allocation per ADE $60.00

Textbooks Grades 4 & 5 $30.00 Library Allocation per pupil $25.00

Textbooks Grades 6, 7 & 8 $38.00 School Office per pupil $20.00

Library per pupil $20.00 French Immersion Start up Yr 1 per Class $3,100.00

School Office per pupil $20.00 Start up Yr 2 (full program) $950.00

French Immersion Start up Yr 1 per Class $3,500.00 Immersion Library per School $1,000.00

French Immersion Start up Yr 2 per Class $1,200.00 Core Library per School $1,170.00

French Immersion Library – Primary (1-3) $10.50 ESL (per identified student) $25.00

French Immersion Library – Junior (4,5) $12.00 Tech - Level 1 per credit $15.00

French Immersion Library – Int (6,7,8) $14.00 Tech - Level 2 per credit $30.00

ESL (per identified student) $25.00 Tech - Level 3 per credit $45.00

Grade 7-8 (tech / music) $20.00 Students with IEPs - Regular Class $15.00

Elementary SPED JK - 3 FTE $2.00 Self Contained - Secondary per student:

Students with IEPs - Regular Class $10.00 Positive Return of Pupils to School (PROPS) $20.00

Self Contained per pupil – (except Life Skills) $20.00 Life Skills $100.00

Self Contained per pupil - Life Skills $100.00 Centres $100.00


Decentralized School Budget Allocation Model

36


2013/2014 2012/2013 (Decrease)

Instruction

Computers

Supplies and Services

Classroom Computer Support 1,946,916 1,866,780 80,136 *

Computers & Audio Visual 149,638 149,638 -

Network Security-Firewall 11,000 11,000 -

Repairs-Furniture & Equipment 162,727 162,727 -

Storage Area Network 16,500 16,500 -

Vandalism 15,000 15,000 -

Fees, Contractual and Rentals

CHATT 149,000 134,775 14,225

Classroom Computer Support 44,000 41,663 2,337

Maintenance Fees 106,300 103,852 2,448

Network Security-Firewall 166,092 153,241 12,851

Wide Area Network 398,812 440,573 (41,761)

Computers Total 3,165,985 3,095,749 70,236


Detail of Instruction - Computers Expense



2013/2014 2012/2013 (Decrease)

InstructionStaff Development

Accessibility Act Training - 35,000 (35,000)

Contractual PD 40,050 41,886 (1,836) *

E-Learning 41,000 41,000 -

Full Day Kindergarten 25,800 97,800 (72,000)

Health & Safety 104,900 104,900 -

Leadership 20,519 20,519 -

New Teacher Induction Program 652,060 606,083 45,977

Program Services Subject Specific 805,553 817,273 (11,720)

Safe Schools 127,704 127,704 -

Safety & Well Being 37,900 37,900 -

Special Education 417,822 417,822 -

Student Success 870,188 908,736 (38,548)

Technology 71,532 145,857 (74,325) Staff Development Total 3,215,028 3,402,480 (187,452)


Detail of Instruction - Staff Development Expense

* Revised Budget 2012/2013 includes carry foward from 2011/2012 Year End Board Report 1213638


2013/2014 2012/2013 (Decrease)

AdministrationTrustees

Salaries and Benefits 175,942 175,942 0 Supplies and Services

Computer Lease 1,500 1,500 - Mileage 10,000 10,000 - Student Trustee 10,000 10,000 - Telephone/Cell/Fax 26,000 26,000 - Trustee Supplies 55,000 116,181 (61,181) *

Trustees Total 278,442 339,623 (61,181) Director and Supervisory Officers

Salaries and Benefits 2,676,149 2,845,502 (169,353) Staff Development 47,000 69,907 (22,907) *Supplies and Services

Other 73,560 79,020 (5,460) Director and Supervisory Officers Total 2,796,709 2,994,429 (197,720) Board Administration

Salaries and Benefits 7,816,470 7,743,675 72,795 Staff Development 103,680 117,684 (14,004) *Supplies and Services

Administration Building Maintenance 115,000 65,000 50,000 Furniture & Equipment 55,600 55,600 - Labour Relations 53,892 53,892 - Meeting Expenses 41,877 41,877 - Mileage 17,000 19,800 (2,800) Office Supplies & Services 322,500 322,500 - Recruitment of Staff 35,000 35,000 - Telephone/Cell/Fax 160,999 152,614 8,385

Fees, Contractual And RentalsAttendance Management - 10,000 (10,000) Audit Fees 95,000 95,000 - Communications 7,000 7,000 - Human Resources Contractual Support 109,000 109,000 - Legal Fees 350,000 370,000 (20,000) Payroll Fees 200,000 211,000 (11,000) Policy and Governance - 50,000 (50,000) Professional Fees 79,001 83,000 (3,999) Records Management Project - 550,000 (550,000) Software Maintenance Fees 479,752 486,977 (7,225) Other Resources and Support 31,223 31,223 -

Other 117,902 120,136 (2,234) Board Administration Total 10,190,896 10,730,978 (540,082) Amortization - Administration

Amortization and Write downs 110,207 114,479 (4,272) Amortization - Administration Total 110,207 114,479 (4,272) Administration Total 13,376,254 14,179,509 (803,255)


Administration Expense



2013/2014 2012/2013 (Decrease)

TransportationPupil Transportation

Administration 772,483 757,333 15,150 Regular

Bronte Creek Transportation 86,700 87,000 (300)

Bus Passes 100,000 100,000 -

English Language Learners (ELL) Transportation 68,340 67,000 1,340

Essential Level Transportation 372,300 365,000 7,300

French Immersion Transportation 2,454,120 2,406,000 48,120

Gary Allan High School Transportation 90,220 86,000 4,220

Home to School Transportation 4,888,860 4,793,000 95,860

HOPES Transportation 61,200 60,000 1,200

Late Buses Transportation 15,300 15,000 300

Safety Programs 131,952 129,364 2,588

School Bus Orientation Day 3,833 3,758 75

Specialist High Skills Major Transportation 127,500 125,000 2,500

Other Transportation 35,300 35,000 300

Special Education

Care, Treatment, Custody and Corrections Transportation 403,920 396,000 7,920

Early Language Development Transportation 168,300 165,000 3,300

Gifted Transportation 1,088,340 1,067,000 21,340

Home to School Special Needs Transportation 1,968,600 1,930,000 38,600

Mobility Accessible Transportation 532,950 522,500 10,450

Special Education Wheel Chair Transportation 320,900 315,000 5,900

Special Education Transportation 413,100 405,000 8,100

The Learning Centre Transportation 84,150 82,500 1,650

Pupil Transportation Total 14,188,368 13,912,455 275,913

Transportation - Provincial Schools

Special Education

Provincial Schools 158,100 155,000 3,100 Transportation - Provincial Schools Total 158,100 155,000 3,100

Transportation Total 14,346,468 14,067,455 279,013


Transportation Expense

40


2013/2014 2012/2013 (Decrease)

Pupil AccommodationSchool Operations and Maintenance

Salaries and Benefits 22,583,533 21,808,006 775,527 Staff Development 44,857 46,312 (1,455) *Supplies and Services

Cafeteria 50,000 50,000 - Caretaking 1,133,000 1,108,000 25,000 Day to Day Maintenance 3,650,679 2,900,679 750,000 Office Supplies & Services 201,600 208,965 (7,365) Utilities - Fuel Oil 70,000 70,000 - Utilities - Hydro 7,134,740 7,134,740 - Utilities - Natural Gas 2,209,910 2,209,910 - Utilities - Water/Sewage 1,500,815 1,500,815 - Vandalism 700,000 855,000 (155,000) Other Resources and Support 210,000 209,400 600

Fees Contractual and RentalsContract Cleaning 3,557,531 3,282,158 275,373 Garbage Collection 300,000 285,400 14,600 Insurance 1,320,545 1,240,766 79,779 Lockdown/Lockout 50,000 125,000 (75,000) Maintenance Contracts 1,084,855 1,048,408 36,447 Snow Removal 1,000,000 1,000,000 - Special Education 125,000 125,000 - Surveillance 435,000 381,000 54,000 Temporary Accommodation 4,943,000 4,404,595 538,405 Life Skills Model Retrofit 195,000 - 195,000 Other Resources and Support 256,000 276,000 (20,000)

Other 1,000 1,000 - School Operations and Maintenance Total 52,757,065 50,271,154 2,485,911 School Renewal

Supplies and ServicesClosing The Gap - 4,146,795 (4,146,795) Renewal Projects 8,231,282 10,555,065 (2,323,783) *

School Renewal Total 8,231,282 14,701,860 (6,470,578) Amortization - Pupil Accommodation

Amortization and Write downs 23,851,550 22,566,596 1,284,954 Amortization - Pupil Accommodation Total 23,851,550 22,566,596 1,284,954 Other Pupil Accommodation

Interest Charges on Capital 14,074,770 14,039,643 35,127 Other Pupil Accommodation Total 14,074,770 14,039,643 35,127

Pupil Accommodation Total 98,914,667 101,579,253 (2,664,586)


Pupil Accommodation Expense



2013/2014 2012/2013 (Decrease)

School Generated Funds

Elementary and Secondary Schools 19,000,000 20,000,000 (1,000,000) School Generated Funds Total 19,000,000 20,000,000 (1,000,000)

Other Expense

Provision for Contingencies 500,000 400,000 100,000

Permanent Financing of NPF 543,389 543,389 -

Recoverable Projects and EPO's 1,906,582 3,530,247 (1,623,665) Other Expense Total 2,949,971 4,473,636 (1,523,665)

Grand Total 21,949,971 24,473,636 (2,523,665)


School Generated Funds and Other Expense

42

Section 4

2013/2014 Budget

Capital Budget Detail

43

Ministry Funded

Education Development

Charges Total Financing

New Schools Building & Equipment* 17,871,803 17,871,803 17,871,803

New Schools - Land 12,147,591 12,147,591 12,147,591

Existing Schools (Additions) Building, Equipment and Land Prep** 5,978,588 5,978,588 5,978,588

Full Day Kindergarten 21,101,113 21,101,113 21,101,113

School Condition Improvement 2,706,273 2,706,273 2,706,273

59,805,368 47,657,777 12,147,591 59,805,368

** Includes Ministry approved projects only, Pilgrim Wood P.S. Addition and Forest Trail P.S. Addition.

*Includes Ministry approved projects only, Irma Coulson P.S., Anne J. MacArthur P.S., Dr. Frank J. Hayden S.S. and ERA 121.

Halton District School Board2013/2014 Capital Budget

Capital Expense

Capital Financing

44

Section 5

2013/2014 Budget

Ministry Compliance

45

Class SizeClass Size parameters have been included in the budget according to Ministry regulation as follows:

Primary Class Size (JK to Grade 3):> At least 90 percent of primary classes have 20 or fewer students> 100 percent of primary classes have 23 or fewer students, and> 100 percent of combined Grade 3-4 classes have 23 or fewer students

Junior and Intermediate (Grade 4 to 8):> Board-wide average 25.1 students, a reduction of .5 students from 2008-09

Secondary (Grade 9 to 12):> Board-wide average 22 students

Administration and GovernanceExpense:

Trustees 278,442

Directors / Supervisory Officers 2,958,686

Board Administration 10,288,675

Total Expense 13,525,803

Revenue:

Administration and Governance Allocation 14,411,188

Less: Amount of Compensation Restraints savings (163,713)

Administration and Governance Allocation adjusted 14,247,475

Other Revenue Sources 948,423

Total Revenue 15,195,898

Revenue over Expense 1,670,095

Amount by which board is non-compliant with enveloping provision for Admin & Governance 0

School RenewalExpense:

Non-capitalized school renewal expenses 8,231,212

Revenue:Current year School Renewal allocation 8,231,212Other Revenue Sources 0

Amount of deferred revenues available of non-capitalized school renewal expense 8,231,212

Amount of deferred revenue to be transferred out to revenues 8,231,212

School Condition ImprovementExpense:

Capital expense for School Condition Improvement 2,706,273

Revenue:Total School Condition Improvement deferred revenues available for the school year 2,706,273

Amount of deferred revenues to be transferred to Deferred Capital Contribution (DCC) 2,706,273


2013/2014 BudgetDetail of Ministry Compliance

46


2013/2014 2012/2013 (Decrease)

Care, Treatment, Custody and Corrections 2,901,592 2,851,352 50,240

Special EducationInstruction

Classroom TeachersSalaries and Benefits 38,397,677 36,363,804 2,033,873 Supplies and Services 11,100 11,000 100

Classroom Teachers Total 38,408,777 36,374,804 2,033,973

Supply TeachersSalaries and Benefits 1,291,970 1,158,172 133,798

Supply Teachers Total 1,291,970 1,158,172 133,798

Educational AssistantsSalaries and Benefits 35,443,300 34,331,718 1,111,582

Educational Assistants Total 35,443,300 34,331,718 1,111,582

Textbooks and SuppliesSupplies and Services 3,231,450 5,160,380 (1,928,930)

Textbooks and Supplies Total 3,231,450 5,160,380 (1,928,930)

Professionals, Para-professionals & TechnicalSalaries and Benefits 9,751,196 8,880,512 870,684 Supplies and Services 222,700 213,700 9,000 Fees, Contractual and Rentals 239,600 477,586 (237,986) Other 18,000 16,240 1,760

Professionals, Para-professionals & Technical Total 10,231,496 9,588,038 643,458

Staff DevelopmentStaff Development 441,822 443,943 (2,121)

Staff Development Total 441,822 443,943 (2,121)

Coordinators and ConsultantsSalaries and Benefits 1,060,576 1,064,333 (3,757) Supplies and Services 56,490 59,990 (3,500)

Coordinators and Consultants Total 1,117,066 1,124,323 (7,257) Instruction Total 90,165,881 88,181,378 1,984,503

Grand Total 93,067,473 91,032,730 2,034,743

RevenueSpecial Education Per Pupil Amount (SEPPA) 38,984,936 38,207,411 (777,525) Special Eduation Equipment Amount (SEA) 2,837,618 2,927,574 89,956 Deferred Revenue (SEA) - 1,810,230 1,810,230 High Needs Allocation 33,856,113 32,928,219 (927,894) Approved Special Incidence Portion (SIP) 675,000 538,205 (136,795) Special Eduation Per Pupil Amount (SEPPA) - FDK 4,241,458 2,823,934 (1,417,524) Care, Treatment, Custody and Corrections 2,901,590 2,851,351 (50,239) Behaviour Expertise Amount 243,912 239,544 (4,368) Self-Contained Adjustment 6,183,047 6,154,287 (28,760) Total Revenue 89,923,674 88,480,755 (1,442,919)

Over Envelope 3,143,799 2,551,975 (591,824)


Detail of Special Education Compliance

47

RevisedBudget Estimates $ Increase

Annual Surplus/(Deficit) 2013/2014 2012/2013 (Decrease)

Available for Compliance - Unappropriated

Operating Accumulated Surplus 0 0 0

Total Unappropriated 0 0 0

Available for Compliance - Internally Appropriated

Operating:

Benefits

Computer Infusion Lease 0 (55,791) 55,791

Computer Infusion 0 (700,000) 700,000

Decentralized Schools 0 (615,208) 615,208

In-year under spending 0 (1,491,076) 1,491,076

Contractual PD roll forward 0 (350,466) 350,466

School Renewal - Closing The Gap 0 (1,000,000) 1,000,000

Capital - non-TCA 0 (85,000) 85,000

Capital:

Committed Capital Project - GDHS (211,831) (210,983) (848)

Committed Capital Project - Maple Grove (4,706) (4,705) (1)

Capital - TCA (11,062) (11,062) 0

Committed Sinking fund interest earned (222,591) (222,591) 0

Total Internally Appropriated (450,190) (4,746,882) 4,296,692

Unavailable for Compliance - Externally Appropriated

Employee Future Benefits - Retirement Gratuities 4,223,907 4,223,907 0

Retirement Health, Dental 58,502 60,211 (1,709)

Interest to be Accrued (60,039) 92,977 (153,016)

Revenues recognized for land - EDC 8,409,153 7,950,000 459,153

Revenues recognized for land - site prep - non EDC 121,211 0 121,211

Total Internally Appropriated 12,752,734 12,327,095 425,639

Total Annual Surplus/(Deficit) 12,302,544 7,580,213 4,722,331


Detail of Annual Surplus/(Deficit) per Ministry Compliance Definition

48

Street Address: J.W. Singleton Education Centre

2050 Guelph Line

Burlington, ON L7P 5A8 Mailing Address: J.W. Singleton Education Centre

PO Box 5005 STN LCD 1

Burlington, ON L7R 3Z2

Tel: 905-335-3663

Toll free: 1-877-618-3456

Fax: 905-335-9802

www.hdsb.ca

2013/2014 operating & capital budget june 2013 · primary grades. math software &...

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