23-nov-11

54
Halifax Regional School Board 33 Spectacle Lake Drive Dartmouth NS B3B 1X7 T 902 464-2000 Ext. 2321 F 902 464-2420 The HRSB would appreciate the support of the public and staff in creating a scent-reduced environment at all  meetings. Please turn off your cell phone. Usage is restricted to outside the Board Chambers. Thank you. MEETING DEFERRED UNTIL NOVEMBER 30, 2011 AGENDA School Board Meeting Wednesday, November 23, 2011 6:00 pm Board Chambers 33 Spectacle Lake Drive Dartmouth, NS 1. CALL TO ORDER 2. ELECTION OF CHAIR 3. ELECTION OF VICE-CHAIR 4. APPROVAL OF AGENDA 5. AWARDS / PRESENTATIONS (Normally awards and presentations will be limited to 5 minutes – the Chair may extend the time limit under unique circumstances.) 5.1 Chantel Arbuckle 6. PUBLIC PRESENTATIONS 7. APPROVAL OF MINUTES/BUSINESS ARISING FROM THE MINUTES October 26, 2011 (Regular Board) 8. CORRESPONDENCE 9. CHAIR’S REPORT

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Page 1: 23-Nov-11

832019 23-Nov-11

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Halifax Regiona

School Board

33 Spectacle Lak

Dartmouth NS

B3B 1X7

T 902 464-2000 E

F 902 464-2420

The HRSB would appreciate the support of the public and staff in creating a scent-reduced environment at all

meetings Please turn off your cell phone Usage is restricted to outside the Board Chambers Thank you

MEETING DEFERRED UNTIL NOVEMBER 30 2011

AGENDASchool Board Meeting

Wednesday November 23 2011 600 pm Board Chambers

33 Spectacle Lake Drive

Dartmouth NS

1 CALL TO ORDER

2 ELECTION OF CHAIR

3 ELECTION OF VICE-CHAIR

4 APPROVAL OF AGENDA

5 AWARDS PRESENTATIONS (Normally awards and presentations

will be limited to 5 minutes ndash the Chair may extend the time limit under

unique circumstances)

51 Chantel Arbuckle

6 PUBLIC PRESENTATIONS

7 APPROVAL OF MINUTESBUSINESS ARISING FROM THE

MINUTES

October 26 2011 (Regular Board)

8 CORRESPONDENCE

9 CHAIRrsquoS REPORT

832019 23-Nov-11

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Halifax Regiona

School Board

33 Spectacle Lak

Dartmouth NS

B3B 1X7

T 902 464-2000 E

F 902 464-2420

The HRSB would appreciate the support of the public and staff in creating a scent-reduced environment at all

meetings Please turn off your cell phone Usage is restricted to outside the Board Chambers Thank you

10 SUPERINTENDENTrsquoS REPORT

11 ITEMS FOR DECISION

111 Report 11-11-1323 ndash Electoral Boundary Review ndash Charles

Clattenburg Director Operation Services and Jill McGillicuddyPlanner

12 COMMITTEE REPORTS (Committee reports will be limited to 5

minutes ndash the Chair may extend the time limit under unique

circumstances)

121 Audit Committee

1211 Report 11-10-1321 ndash September 30 2011 Quarterly

Financial Update

122 Nova Scotia School Boards Association

13 INFORMATION ITEMS

131 Report 11-10-1319 ndash Occupational Health amp Safety ndash Quarterly

Update April 1 to June 30 2011 ndash Mike Christie Director Human

Resource Services and John Swales Manager Occupational Healthamp Safety

14 NOTICE OF MOTION

15 DATE OF NEXT MEETING

Board Meeting ndash December 14 2011

16 IN-CAMERA

161 Contract ndash Terri Thompson Director Financial Services

162 Financial Update - Terri Thompson Director Financial Services

17 ADJOURNMENT

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- 1 -

Public x Report No 11-11-1323

Private Date November 23 2011

HALIFAX REGIONAL SCHOOL BOARD

Electoral Boundary Review

PURPOSE To provide the Board with information regarding the schedule for

responding to the Nova Scotia Utility and Review Boardrsquos desire to

have Halifax Regional School Board review its electoral boundaries

based on new electoral boundaries for Halifax Regional Municipality

BACKGROUND On July 27 2011 the Nova Scotia Utility and Review Board (NSUARB)

released its decision regarding the number of electoral districts and

councillors representing the Halifax Regional Municipality (HRM)

The number of electoral districts and councillors has been reduced

from 23 to 16 plus the Mayor Based on this decision HRMrsquos

electoral boundaries will be significantly altered for the October

2012 election

Nova Scotia Utility and Review Board determined the number of electoral boundaries and directed HRM to formulate the altereddistricts HRM has provided two scenarios and gathered publiccomment regarding these proposed electoral district HRM hasappeared before the NSUARB to present its proposed electoralboundaries It is in the mandate of the NSUARB to make the finaldetermination of the electoral boundaries This decision will bebased on both public comment and legislative requirements

The primary consideration in electoral district reviews is voterequality which endeavors to achieve relative parity across electoraldistricts and is measured by calculating and comparing the variances

in the number of electors per district

The NSUARB has determined the acceptable variances in the numberof voters per electoral district The decision in respect of HRMrsquosboundary application in 2004 application in part stated

hellip as noted in its February 2004 municipalboundary decision respecting HRM the Board nowexpects variances for relative parity betweenpolling districts to be within +- 10 only allowingvariances up to +- 25 in extraordinarycircumstances where the municipality provides adetailed written explanation confirming thatfactors such as community of interest or geographyclearly justify the necessity of an increased variancein a polling district (2004 NSUARB 78)

Section 43 of the Education Act requires

hellip in the year 1999 and every eighth year thereafterevery school board shall apply to the Utility andReview Board to confirm or change the number andboundaries of the electoral districts in the schooldistrict or school region1995-96 c1 s 43 1998 c18 s 555

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- 2 -

In 2008 the Halifax Regional School Board submitted an applicationto NSUARB to change the number of electoral boundaries and Boardmembers to eight elected members in addition to the Mirsquokmaq andAfrican Nova Scotian representative NSUARB ordered that thenumber of electoral districts and elected members be reduced toeight

Section 42 of the Education Act states that ldquoA school board consist of such number of members not less than eight nor greater thaneighteen as determined by order of the Utility and Review Boardrdquo

As outlined the Halifax Regional School Board would be required bythe Education Act to apply to the Utility and Review Board to confirmor change the boundaries in 2016 However HRSB has decided tofile an application to the NSUARB to change its electoral districts forthe following reasonsbull in accordance with Section 44 of the Education Act the UARB

considers the boundaries of municipal polling districts and wardswhen it determines the electoral boundaries for school boarddistricts

bull school board elections are held at the same time as municipalelections and HRSB is responsible for incidental election costsrelated to the election of its members and with vastly differentelectoral districts the cost would be significant and

bull closely aligned electoral boundaries between HRM and HRSB willlessen voter confusion

The number of elected Board members and districts will not bereduced however the geographical area of each district will bealtered

CONTENT During HRMrsquos process staff from HRM and HRSB worked

collaboratively to determine mutually acceptable boundaries

Attachment 1 of this report depicts the proposed electoral

boundaries as presented to the NSUARB by HRM

To meet HRMrsquo s mandate of having school board electoral

boundaries identified by March 2011 it will be necessary for the

HRSB to identify an action plan to meet this goal An action plan to

meet this mandate may include

bull Board approval of new electoral boundaries in early

December 2011 based on two options

o receiving NSUARB decision of HRM electoral

boundaries by November 302011 and adopting new

HRSB electoral boundaries based on that decision

o In the absence of this decision utilize the proposed

HRM boundaries as presented to the NSUARB to

create an option for the HRSB boundaries in the

interim

bull Based on the decision as outlined above submit an

application to NSUARB immediately after the Boardrsquos

832019 23-Nov-11

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- 3 -

decision in December requesting hearing dates scheduled as

soon as possible As part of the application HRSB would

request the right to amend the submission based on future

information received by the Board such as NSUARB decision

of HRM electoral boundaries or public consultation feedback

bull Public consultation to begin immediately after the Boardrsquos

decision in December These consultations may includepublic advertisement direct communications with the SACs

invitation of comments for comments via a special website

address and a public meeting in early January

COST NA

FUNDING Election costs are under the purview of the Board Governance

budget

TIMELINE Approved electoral boundaries to the Nova Scotia Utility and ReviewBoard in December 2011 to enable the process

APPENDICES Appendix 1 ndash Proposed overall electoral districts and individual

district maps

RECOMMENDATIONS Senior Staff recommends that the governing Board approve

bull The proposed action plan and

bull Public consultation which will include

o public advertisement describing the Boardrsquos

proposed electoral boundaries and requesting public

comment to a special website addresso direct communications with the SACs invitation of

comments for comments via a special website

address

o a public meeting in early January requesting public

submissions on the proposed electoral boundaries

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE

Community via Web Doug Hadley Immediately

Public Advertisement Doug Hadley Follow the

December Board

decision

School Advisory

Council

Danielle McNeil-

Hessain

Following the

December Board

decision

Department of

Education

Superintendent Olsen Following the Board

meeting

Halifax Regional

Municipality

Selena Henderson Following the Board

meeting

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- 4 -

From For further information please contact Charles Clattenburg Director

of Operations Services by way of e-mail at cclattenburghrsbnsca

or by phone at 464-2000 ext 2144 or Jill McGillicuddy Planner ndash

Operations Services by way of e-mail at jmcgillicuddyhrsbnsca or

at 464-2000 ext 2277

To Full Board November 30 2011

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- 5 -

Appendix 1 ndash District Maps

Overall District Boundaries

Source Halifax Regional School Board

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- 6 -

Proposed District A

Source Halifax Regional Municipality

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- 7 -

Proposed District B

Source Halifax Regional Municipality

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- 8 -

Proposed District C

Source Halifax Regional Municipality

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- 9 -

Proposed District D

Source Halifax Regional Municipality

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- 10 -

Proposed District E

Source Halifax RegionalMunicipality

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- 11 -

Proposed District F

Source Halifax Regional Municipality

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- 12 -

Proposed District G

Source Halifax Regional Municipality

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- 13 -

Proposed District H

Source Halifax Regional Municipality

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- 14 -

Proposed District I

Source Halifax Regional Municipality

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- 15 -

Proposed District J

Source Halifax Regional Municipality

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- 16 -

Proposed District K

Source Halifax Regional Municipality

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- 17 -

Proposed District L

Source Halifax Regional Municipality

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- 18 -

Proposed District M

Source Halifax Regional Municipality

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- 19 -

Proposed District N

Source Halifax Regional Municipality

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- 20 -

Proposed District O

Source Halifax Regional Municipality

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- 21 -

Proposed District P

Source Halifax Regional Municipality

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 2: 23-Nov-11

832019 23-Nov-11

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Halifax Regiona

School Board

33 Spectacle Lak

Dartmouth NS

B3B 1X7

T 902 464-2000 E

F 902 464-2420

The HRSB would appreciate the support of the public and staff in creating a scent-reduced environment at all

meetings Please turn off your cell phone Usage is restricted to outside the Board Chambers Thank you

10 SUPERINTENDENTrsquoS REPORT

11 ITEMS FOR DECISION

111 Report 11-11-1323 ndash Electoral Boundary Review ndash Charles

Clattenburg Director Operation Services and Jill McGillicuddyPlanner

12 COMMITTEE REPORTS (Committee reports will be limited to 5

minutes ndash the Chair may extend the time limit under unique

circumstances)

121 Audit Committee

1211 Report 11-10-1321 ndash September 30 2011 Quarterly

Financial Update

122 Nova Scotia School Boards Association

13 INFORMATION ITEMS

131 Report 11-10-1319 ndash Occupational Health amp Safety ndash Quarterly

Update April 1 to June 30 2011 ndash Mike Christie Director Human

Resource Services and John Swales Manager Occupational Healthamp Safety

14 NOTICE OF MOTION

15 DATE OF NEXT MEETING

Board Meeting ndash December 14 2011

16 IN-CAMERA

161 Contract ndash Terri Thompson Director Financial Services

162 Financial Update - Terri Thompson Director Financial Services

17 ADJOURNMENT

832019 23-Nov-11

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- 1 -

Public x Report No 11-11-1323

Private Date November 23 2011

HALIFAX REGIONAL SCHOOL BOARD

Electoral Boundary Review

PURPOSE To provide the Board with information regarding the schedule for

responding to the Nova Scotia Utility and Review Boardrsquos desire to

have Halifax Regional School Board review its electoral boundaries

based on new electoral boundaries for Halifax Regional Municipality

BACKGROUND On July 27 2011 the Nova Scotia Utility and Review Board (NSUARB)

released its decision regarding the number of electoral districts and

councillors representing the Halifax Regional Municipality (HRM)

The number of electoral districts and councillors has been reduced

from 23 to 16 plus the Mayor Based on this decision HRMrsquos

electoral boundaries will be significantly altered for the October

2012 election

Nova Scotia Utility and Review Board determined the number of electoral boundaries and directed HRM to formulate the altereddistricts HRM has provided two scenarios and gathered publiccomment regarding these proposed electoral district HRM hasappeared before the NSUARB to present its proposed electoralboundaries It is in the mandate of the NSUARB to make the finaldetermination of the electoral boundaries This decision will bebased on both public comment and legislative requirements

The primary consideration in electoral district reviews is voterequality which endeavors to achieve relative parity across electoraldistricts and is measured by calculating and comparing the variances

in the number of electors per district

The NSUARB has determined the acceptable variances in the numberof voters per electoral district The decision in respect of HRMrsquosboundary application in 2004 application in part stated

hellip as noted in its February 2004 municipalboundary decision respecting HRM the Board nowexpects variances for relative parity betweenpolling districts to be within +- 10 only allowingvariances up to +- 25 in extraordinarycircumstances where the municipality provides adetailed written explanation confirming thatfactors such as community of interest or geographyclearly justify the necessity of an increased variancein a polling district (2004 NSUARB 78)

Section 43 of the Education Act requires

hellip in the year 1999 and every eighth year thereafterevery school board shall apply to the Utility andReview Board to confirm or change the number andboundaries of the electoral districts in the schooldistrict or school region1995-96 c1 s 43 1998 c18 s 555

832019 23-Nov-11

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- 2 -

In 2008 the Halifax Regional School Board submitted an applicationto NSUARB to change the number of electoral boundaries and Boardmembers to eight elected members in addition to the Mirsquokmaq andAfrican Nova Scotian representative NSUARB ordered that thenumber of electoral districts and elected members be reduced toeight

Section 42 of the Education Act states that ldquoA school board consist of such number of members not less than eight nor greater thaneighteen as determined by order of the Utility and Review Boardrdquo

As outlined the Halifax Regional School Board would be required bythe Education Act to apply to the Utility and Review Board to confirmor change the boundaries in 2016 However HRSB has decided tofile an application to the NSUARB to change its electoral districts forthe following reasonsbull in accordance with Section 44 of the Education Act the UARB

considers the boundaries of municipal polling districts and wardswhen it determines the electoral boundaries for school boarddistricts

bull school board elections are held at the same time as municipalelections and HRSB is responsible for incidental election costsrelated to the election of its members and with vastly differentelectoral districts the cost would be significant and

bull closely aligned electoral boundaries between HRM and HRSB willlessen voter confusion

The number of elected Board members and districts will not bereduced however the geographical area of each district will bealtered

CONTENT During HRMrsquos process staff from HRM and HRSB worked

collaboratively to determine mutually acceptable boundaries

Attachment 1 of this report depicts the proposed electoral

boundaries as presented to the NSUARB by HRM

To meet HRMrsquo s mandate of having school board electoral

boundaries identified by March 2011 it will be necessary for the

HRSB to identify an action plan to meet this goal An action plan to

meet this mandate may include

bull Board approval of new electoral boundaries in early

December 2011 based on two options

o receiving NSUARB decision of HRM electoral

boundaries by November 302011 and adopting new

HRSB electoral boundaries based on that decision

o In the absence of this decision utilize the proposed

HRM boundaries as presented to the NSUARB to

create an option for the HRSB boundaries in the

interim

bull Based on the decision as outlined above submit an

application to NSUARB immediately after the Boardrsquos

832019 23-Nov-11

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- 3 -

decision in December requesting hearing dates scheduled as

soon as possible As part of the application HRSB would

request the right to amend the submission based on future

information received by the Board such as NSUARB decision

of HRM electoral boundaries or public consultation feedback

bull Public consultation to begin immediately after the Boardrsquos

decision in December These consultations may includepublic advertisement direct communications with the SACs

invitation of comments for comments via a special website

address and a public meeting in early January

COST NA

FUNDING Election costs are under the purview of the Board Governance

budget

TIMELINE Approved electoral boundaries to the Nova Scotia Utility and ReviewBoard in December 2011 to enable the process

APPENDICES Appendix 1 ndash Proposed overall electoral districts and individual

district maps

RECOMMENDATIONS Senior Staff recommends that the governing Board approve

bull The proposed action plan and

bull Public consultation which will include

o public advertisement describing the Boardrsquos

proposed electoral boundaries and requesting public

comment to a special website addresso direct communications with the SACs invitation of

comments for comments via a special website

address

o a public meeting in early January requesting public

submissions on the proposed electoral boundaries

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE

Community via Web Doug Hadley Immediately

Public Advertisement Doug Hadley Follow the

December Board

decision

School Advisory

Council

Danielle McNeil-

Hessain

Following the

December Board

decision

Department of

Education

Superintendent Olsen Following the Board

meeting

Halifax Regional

Municipality

Selena Henderson Following the Board

meeting

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 654

- 4 -

From For further information please contact Charles Clattenburg Director

of Operations Services by way of e-mail at cclattenburghrsbnsca

or by phone at 464-2000 ext 2144 or Jill McGillicuddy Planner ndash

Operations Services by way of e-mail at jmcgillicuddyhrsbnsca or

at 464-2000 ext 2277

To Full Board November 30 2011

832019 23-Nov-11

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- 5 -

Appendix 1 ndash District Maps

Overall District Boundaries

Source Halifax Regional School Board

832019 23-Nov-11

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- 6 -

Proposed District A

Source Halifax Regional Municipality

832019 23-Nov-11

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- 7 -

Proposed District B

Source Halifax Regional Municipality

832019 23-Nov-11

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- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

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- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

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- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

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- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

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- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

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- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

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- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

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- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

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- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

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- 17 -

Proposed District L

Source Halifax Regional Municipality

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- 18 -

Proposed District M

Source Halifax Regional Municipality

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- 19 -

Proposed District N

Source Halifax Regional Municipality

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- 20 -

Proposed District O

Source Halifax Regional Municipality

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- 21 -

Proposed District P

Source Halifax Regional Municipality

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 3: 23-Nov-11

832019 23-Nov-11

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- 1 -

Public x Report No 11-11-1323

Private Date November 23 2011

HALIFAX REGIONAL SCHOOL BOARD

Electoral Boundary Review

PURPOSE To provide the Board with information regarding the schedule for

responding to the Nova Scotia Utility and Review Boardrsquos desire to

have Halifax Regional School Board review its electoral boundaries

based on new electoral boundaries for Halifax Regional Municipality

BACKGROUND On July 27 2011 the Nova Scotia Utility and Review Board (NSUARB)

released its decision regarding the number of electoral districts and

councillors representing the Halifax Regional Municipality (HRM)

The number of electoral districts and councillors has been reduced

from 23 to 16 plus the Mayor Based on this decision HRMrsquos

electoral boundaries will be significantly altered for the October

2012 election

Nova Scotia Utility and Review Board determined the number of electoral boundaries and directed HRM to formulate the altereddistricts HRM has provided two scenarios and gathered publiccomment regarding these proposed electoral district HRM hasappeared before the NSUARB to present its proposed electoralboundaries It is in the mandate of the NSUARB to make the finaldetermination of the electoral boundaries This decision will bebased on both public comment and legislative requirements

The primary consideration in electoral district reviews is voterequality which endeavors to achieve relative parity across electoraldistricts and is measured by calculating and comparing the variances

in the number of electors per district

The NSUARB has determined the acceptable variances in the numberof voters per electoral district The decision in respect of HRMrsquosboundary application in 2004 application in part stated

hellip as noted in its February 2004 municipalboundary decision respecting HRM the Board nowexpects variances for relative parity betweenpolling districts to be within +- 10 only allowingvariances up to +- 25 in extraordinarycircumstances where the municipality provides adetailed written explanation confirming thatfactors such as community of interest or geographyclearly justify the necessity of an increased variancein a polling district (2004 NSUARB 78)

Section 43 of the Education Act requires

hellip in the year 1999 and every eighth year thereafterevery school board shall apply to the Utility andReview Board to confirm or change the number andboundaries of the electoral districts in the schooldistrict or school region1995-96 c1 s 43 1998 c18 s 555

832019 23-Nov-11

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- 2 -

In 2008 the Halifax Regional School Board submitted an applicationto NSUARB to change the number of electoral boundaries and Boardmembers to eight elected members in addition to the Mirsquokmaq andAfrican Nova Scotian representative NSUARB ordered that thenumber of electoral districts and elected members be reduced toeight

Section 42 of the Education Act states that ldquoA school board consist of such number of members not less than eight nor greater thaneighteen as determined by order of the Utility and Review Boardrdquo

As outlined the Halifax Regional School Board would be required bythe Education Act to apply to the Utility and Review Board to confirmor change the boundaries in 2016 However HRSB has decided tofile an application to the NSUARB to change its electoral districts forthe following reasonsbull in accordance with Section 44 of the Education Act the UARB

considers the boundaries of municipal polling districts and wardswhen it determines the electoral boundaries for school boarddistricts

bull school board elections are held at the same time as municipalelections and HRSB is responsible for incidental election costsrelated to the election of its members and with vastly differentelectoral districts the cost would be significant and

bull closely aligned electoral boundaries between HRM and HRSB willlessen voter confusion

The number of elected Board members and districts will not bereduced however the geographical area of each district will bealtered

CONTENT During HRMrsquos process staff from HRM and HRSB worked

collaboratively to determine mutually acceptable boundaries

Attachment 1 of this report depicts the proposed electoral

boundaries as presented to the NSUARB by HRM

To meet HRMrsquo s mandate of having school board electoral

boundaries identified by March 2011 it will be necessary for the

HRSB to identify an action plan to meet this goal An action plan to

meet this mandate may include

bull Board approval of new electoral boundaries in early

December 2011 based on two options

o receiving NSUARB decision of HRM electoral

boundaries by November 302011 and adopting new

HRSB electoral boundaries based on that decision

o In the absence of this decision utilize the proposed

HRM boundaries as presented to the NSUARB to

create an option for the HRSB boundaries in the

interim

bull Based on the decision as outlined above submit an

application to NSUARB immediately after the Boardrsquos

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 554

- 3 -

decision in December requesting hearing dates scheduled as

soon as possible As part of the application HRSB would

request the right to amend the submission based on future

information received by the Board such as NSUARB decision

of HRM electoral boundaries or public consultation feedback

bull Public consultation to begin immediately after the Boardrsquos

decision in December These consultations may includepublic advertisement direct communications with the SACs

invitation of comments for comments via a special website

address and a public meeting in early January

COST NA

FUNDING Election costs are under the purview of the Board Governance

budget

TIMELINE Approved electoral boundaries to the Nova Scotia Utility and ReviewBoard in December 2011 to enable the process

APPENDICES Appendix 1 ndash Proposed overall electoral districts and individual

district maps

RECOMMENDATIONS Senior Staff recommends that the governing Board approve

bull The proposed action plan and

bull Public consultation which will include

o public advertisement describing the Boardrsquos

proposed electoral boundaries and requesting public

comment to a special website addresso direct communications with the SACs invitation of

comments for comments via a special website

address

o a public meeting in early January requesting public

submissions on the proposed electoral boundaries

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE

Community via Web Doug Hadley Immediately

Public Advertisement Doug Hadley Follow the

December Board

decision

School Advisory

Council

Danielle McNeil-

Hessain

Following the

December Board

decision

Department of

Education

Superintendent Olsen Following the Board

meeting

Halifax Regional

Municipality

Selena Henderson Following the Board

meeting

832019 23-Nov-11

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- 4 -

From For further information please contact Charles Clattenburg Director

of Operations Services by way of e-mail at cclattenburghrsbnsca

or by phone at 464-2000 ext 2144 or Jill McGillicuddy Planner ndash

Operations Services by way of e-mail at jmcgillicuddyhrsbnsca or

at 464-2000 ext 2277

To Full Board November 30 2011

832019 23-Nov-11

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- 5 -

Appendix 1 ndash District Maps

Overall District Boundaries

Source Halifax Regional School Board

832019 23-Nov-11

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- 6 -

Proposed District A

Source Halifax Regional Municipality

832019 23-Nov-11

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- 7 -

Proposed District B

Source Halifax Regional Municipality

832019 23-Nov-11

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- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

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- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

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- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

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- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

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- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

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- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

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- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

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- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

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- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2554

COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2654

Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2754

The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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httpslidepdfcomreaderfull23-nov-11 2854

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2954

Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3154

Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3254

Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3354

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3454

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3554

Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3854

Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 4: 23-Nov-11

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- 2 -

In 2008 the Halifax Regional School Board submitted an applicationto NSUARB to change the number of electoral boundaries and Boardmembers to eight elected members in addition to the Mirsquokmaq andAfrican Nova Scotian representative NSUARB ordered that thenumber of electoral districts and elected members be reduced toeight

Section 42 of the Education Act states that ldquoA school board consist of such number of members not less than eight nor greater thaneighteen as determined by order of the Utility and Review Boardrdquo

As outlined the Halifax Regional School Board would be required bythe Education Act to apply to the Utility and Review Board to confirmor change the boundaries in 2016 However HRSB has decided tofile an application to the NSUARB to change its electoral districts forthe following reasonsbull in accordance with Section 44 of the Education Act the UARB

considers the boundaries of municipal polling districts and wardswhen it determines the electoral boundaries for school boarddistricts

bull school board elections are held at the same time as municipalelections and HRSB is responsible for incidental election costsrelated to the election of its members and with vastly differentelectoral districts the cost would be significant and

bull closely aligned electoral boundaries between HRM and HRSB willlessen voter confusion

The number of elected Board members and districts will not bereduced however the geographical area of each district will bealtered

CONTENT During HRMrsquos process staff from HRM and HRSB worked

collaboratively to determine mutually acceptable boundaries

Attachment 1 of this report depicts the proposed electoral

boundaries as presented to the NSUARB by HRM

To meet HRMrsquo s mandate of having school board electoral

boundaries identified by March 2011 it will be necessary for the

HRSB to identify an action plan to meet this goal An action plan to

meet this mandate may include

bull Board approval of new electoral boundaries in early

December 2011 based on two options

o receiving NSUARB decision of HRM electoral

boundaries by November 302011 and adopting new

HRSB electoral boundaries based on that decision

o In the absence of this decision utilize the proposed

HRM boundaries as presented to the NSUARB to

create an option for the HRSB boundaries in the

interim

bull Based on the decision as outlined above submit an

application to NSUARB immediately after the Boardrsquos

832019 23-Nov-11

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- 3 -

decision in December requesting hearing dates scheduled as

soon as possible As part of the application HRSB would

request the right to amend the submission based on future

information received by the Board such as NSUARB decision

of HRM electoral boundaries or public consultation feedback

bull Public consultation to begin immediately after the Boardrsquos

decision in December These consultations may includepublic advertisement direct communications with the SACs

invitation of comments for comments via a special website

address and a public meeting in early January

COST NA

FUNDING Election costs are under the purview of the Board Governance

budget

TIMELINE Approved electoral boundaries to the Nova Scotia Utility and ReviewBoard in December 2011 to enable the process

APPENDICES Appendix 1 ndash Proposed overall electoral districts and individual

district maps

RECOMMENDATIONS Senior Staff recommends that the governing Board approve

bull The proposed action plan and

bull Public consultation which will include

o public advertisement describing the Boardrsquos

proposed electoral boundaries and requesting public

comment to a special website addresso direct communications with the SACs invitation of

comments for comments via a special website

address

o a public meeting in early January requesting public

submissions on the proposed electoral boundaries

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE

Community via Web Doug Hadley Immediately

Public Advertisement Doug Hadley Follow the

December Board

decision

School Advisory

Council

Danielle McNeil-

Hessain

Following the

December Board

decision

Department of

Education

Superintendent Olsen Following the Board

meeting

Halifax Regional

Municipality

Selena Henderson Following the Board

meeting

832019 23-Nov-11

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- 4 -

From For further information please contact Charles Clattenburg Director

of Operations Services by way of e-mail at cclattenburghrsbnsca

or by phone at 464-2000 ext 2144 or Jill McGillicuddy Planner ndash

Operations Services by way of e-mail at jmcgillicuddyhrsbnsca or

at 464-2000 ext 2277

To Full Board November 30 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 754

- 5 -

Appendix 1 ndash District Maps

Overall District Boundaries

Source Halifax Regional School Board

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 854

- 6 -

Proposed District A

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 954

- 7 -

Proposed District B

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1054

- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1154

- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1254

- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

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- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

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- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

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- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

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- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

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- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

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- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3254

Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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httpslidepdfcomreaderfull23-nov-11 3654

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httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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httpslidepdfcomreaderfull23-nov-11 3854

Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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httpslidepdfcomreaderfull23-nov-11 4054

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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httpslidepdfcomreaderfull23-nov-11 4154

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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httpslidepdfcomreaderfull23-nov-11 4254

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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httpslidepdfcomreaderfull23-nov-11 4454

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 5: 23-Nov-11

832019 23-Nov-11

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- 3 -

decision in December requesting hearing dates scheduled as

soon as possible As part of the application HRSB would

request the right to amend the submission based on future

information received by the Board such as NSUARB decision

of HRM electoral boundaries or public consultation feedback

bull Public consultation to begin immediately after the Boardrsquos

decision in December These consultations may includepublic advertisement direct communications with the SACs

invitation of comments for comments via a special website

address and a public meeting in early January

COST NA

FUNDING Election costs are under the purview of the Board Governance

budget

TIMELINE Approved electoral boundaries to the Nova Scotia Utility and ReviewBoard in December 2011 to enable the process

APPENDICES Appendix 1 ndash Proposed overall electoral districts and individual

district maps

RECOMMENDATIONS Senior Staff recommends that the governing Board approve

bull The proposed action plan and

bull Public consultation which will include

o public advertisement describing the Boardrsquos

proposed electoral boundaries and requesting public

comment to a special website addresso direct communications with the SACs invitation of

comments for comments via a special website

address

o a public meeting in early January requesting public

submissions on the proposed electoral boundaries

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE

Community via Web Doug Hadley Immediately

Public Advertisement Doug Hadley Follow the

December Board

decision

School Advisory

Council

Danielle McNeil-

Hessain

Following the

December Board

decision

Department of

Education

Superintendent Olsen Following the Board

meeting

Halifax Regional

Municipality

Selena Henderson Following the Board

meeting

832019 23-Nov-11

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- 4 -

From For further information please contact Charles Clattenburg Director

of Operations Services by way of e-mail at cclattenburghrsbnsca

or by phone at 464-2000 ext 2144 or Jill McGillicuddy Planner ndash

Operations Services by way of e-mail at jmcgillicuddyhrsbnsca or

at 464-2000 ext 2277

To Full Board November 30 2011

832019 23-Nov-11

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- 5 -

Appendix 1 ndash District Maps

Overall District Boundaries

Source Halifax Regional School Board

832019 23-Nov-11

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- 6 -

Proposed District A

Source Halifax Regional Municipality

832019 23-Nov-11

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- 7 -

Proposed District B

Source Halifax Regional Municipality

832019 23-Nov-11

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- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

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- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

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- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

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- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

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- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

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- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

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- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

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- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

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- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

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- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2554

COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2654

Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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httpslidepdfcomreaderfull23-nov-11 2754

The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2954

Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3154

Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3254

Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3354

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3554

Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

832019 23-Nov-11

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4054

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4254

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 6: 23-Nov-11

832019 23-Nov-11

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- 4 -

From For further information please contact Charles Clattenburg Director

of Operations Services by way of e-mail at cclattenburghrsbnsca

or by phone at 464-2000 ext 2144 or Jill McGillicuddy Planner ndash

Operations Services by way of e-mail at jmcgillicuddyhrsbnsca or

at 464-2000 ext 2277

To Full Board November 30 2011

832019 23-Nov-11

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- 5 -

Appendix 1 ndash District Maps

Overall District Boundaries

Source Halifax Regional School Board

832019 23-Nov-11

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- 6 -

Proposed District A

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 954

- 7 -

Proposed District B

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1054

- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

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- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1254

- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

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- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

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- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1554

- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

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- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2554

COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 7: 23-Nov-11

832019 23-Nov-11

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- 5 -

Appendix 1 ndash District Maps

Overall District Boundaries

Source Halifax Regional School Board

832019 23-Nov-11

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- 6 -

Proposed District A

Source Halifax Regional Municipality

832019 23-Nov-11

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- 7 -

Proposed District B

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1054

- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1154

- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1254

- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

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- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

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- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

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- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2554

COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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httpslidepdfcomreaderfull23-nov-11 2754

The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2954

Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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httpslidepdfcomreaderfull23-nov-11 3054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3154

Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3254

Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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httpslidepdfcomreaderfull23-nov-11 3354

832019 23-Nov-11

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3554

Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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httpslidepdfcomreaderfull23-nov-11 3854

Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4054

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4154

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4254

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 8: 23-Nov-11

832019 23-Nov-11

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- 6 -

Proposed District A

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 954

- 7 -

Proposed District B

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1054

- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1154

- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1254

- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1354

- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1454

- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1554

- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2154

- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2454

Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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832019 23-Nov-11

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3154

Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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httpslidepdfcomreaderfull23-nov-11 3254

Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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832019 23-Nov-11

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

832019 23-Nov-11

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3954

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4454

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 9: 23-Nov-11

832019 23-Nov-11

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- 7 -

Proposed District B

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1054

- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1154

- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1254

- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1354

- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1454

- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1554

- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2154

- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2254

- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2354

- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2454

Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 10: 23-Nov-11

832019 23-Nov-11

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- 8 -

Proposed District C

Source Halifax Regional Municipality

832019 23-Nov-11

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- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1254

- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1354

- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1454

- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1554

- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2154

- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2254

- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2354

- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2454

Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2554

COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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httpslidepdfcomreaderfull23-nov-11 2954

Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3254

Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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832019 23-Nov-11

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3554

Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3954

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4054

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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httpslidepdfcomreaderfull23-nov-11 4154

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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httpslidepdfcomreaderfull23-nov-11 4254

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 11: 23-Nov-11

832019 23-Nov-11

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- 9 -

Proposed District D

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1254

- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1354

- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1454

- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1554

- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2154

- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2954

Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3154

Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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httpslidepdfcomreaderfull23-nov-11 3254

Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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832019 23-Nov-11

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

832019 23-Nov-11

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3954

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4054

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4454

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4854

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 12: 23-Nov-11

832019 23-Nov-11

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- 10 -

Proposed District E

Source Halifax RegionalMunicipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1354

- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1454

- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1554

- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2154

- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2254

- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2354

- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2454

Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 13: 23-Nov-11

832019 23-Nov-11

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- 11 -

Proposed District F

Source Halifax Regional Municipality

832019 23-Nov-11

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- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1554

- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2154

- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2254

- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2454

Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2954

Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3254

Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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httpslidepdfcomreaderfull23-nov-11 3554

Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4054

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4154

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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httpslidepdfcomreaderfull23-nov-11 4254

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 14: 23-Nov-11

832019 23-Nov-11

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- 12 -

Proposed District G

Source Halifax Regional Municipality

832019 23-Nov-11

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- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

832019 23-Nov-11

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3954

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 15: 23-Nov-11

832019 23-Nov-11

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- 13 -

Proposed District H

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1654

- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1754

- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2154

- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 16: 23-Nov-11

832019 23-Nov-11

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- 14 -

Proposed District I

Source Halifax Regional Municipality

832019 23-Nov-11

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- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1854

- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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832019 23-Nov-11

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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httpslidepdfcomreaderfull23-nov-11 4154

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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httpslidepdfcomreaderfull23-nov-11 4254

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 17: 23-Nov-11

832019 23-Nov-11

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- 15 -

Proposed District J

Source Halifax Regional Municipality

832019 23-Nov-11

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- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 1954

- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2054

- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 18: 23-Nov-11

832019 23-Nov-11

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- 16 -

Proposed District K

Source Halifax Regional Municipality

832019 23-Nov-11

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- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 2554

COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 19: 23-Nov-11

832019 23-Nov-11

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- 17 -

Proposed District L

Source Halifax Regional Municipality

832019 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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832019 23-Nov-11

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832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3554

Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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httpslidepdfcomreaderfull23-nov-11 3654

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3754

Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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httpslidepdfcomreaderfull23-nov-11 4154

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4254

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 20: 23-Nov-11

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- 18 -

Proposed District M

Source Halifax Regional Municipality

832019 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 21: 23-Nov-11

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- 19 -

Proposed District N

Source Halifax Regional Municipality

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

832019 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

832019 23-Nov-11

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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832019 23-Nov-11

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 22: 23-Nov-11

832019 23-Nov-11

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- 20 -

Proposed District O

Source Halifax Regional Municipality

832019 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 23: 23-Nov-11

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- 21 -

Proposed District P

Source Halifax Regional Municipality

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 24: 23-Nov-11

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Public radic Report No 11-10-1321

Private Date November 9 2011

HALIFAX REGIONAL SCHOOL BOARD

September 30 2011 ndash Quarterly Business Plan and Financial Update

PURPOSE To provide the Board with the September 30 2011 second quarter

business plan and financial update report

BACKGROUND The Audit Committee and Board are provided with a quarterly financial

report to advise the Board on actual results compared to budget to

comment on variances and provide projections for the entire fiscal year

This report also includes an update on the status of business plan

priorities and funded business plan initiatives This quarterly reporting

to the Audit Committee and Board continues on a timely basis through-

out the year to highlight progress with the business plan priorities and

budget

CONTENT The attached report covers to the end of the second quarter of the

2011-2012 fiscal year and includes the following

1 Business Plan Priorities ndash a status report on actions taken up to

September 30 2011 on business plan priorities approved for

2011-2012 In some instances the report may also note planned

activities for the remainder of the 2011-2012 school year

2 Financial Report ndash a financial report of actual revenues and

expenditures for the period July 1 2011 to September 30 2011year to-date amounts and projections for the full year along with an

explanation of major variances

It should be noted that the Business Plan and Budget covers the period

April 1 2011 to March 31 2012 However most of the business plan

priorities and budget initiatives are intended to be undertaken on a school

year basis

Many of the new initiatives and spending plans in these documents are

related to the new school year which commenced on September 1 2011

While this report outlines many initiatives undertaken over the past six

months much activity and progress on priorities and initiatives willcontinue to be undertaken in the remaining months of the current school

year

Progress has been achieved to-date on the priorities for 2011-2012

Results are being achieved as planned in most priority areas

Overall projections indicate the Board is on track to meet the approved

budget targets It is still early in the new school year and staffing

adjustments continue However results to-date are on target

832019 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 25: 23-Nov-11

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COST NA

FUNDING NA

TIMELINE NA

APPENDICES Quarterly Business Plan and Financial Update ndash September 30 2011

RECOMMENDATIONS It is recommended that the Audit Committee receive the September 30

2011 Quarterly Business Plan and Financial Update report for

information

COMMUNICATIONS

AUDIENCE RESPONSIBLE TIMELINE General Public and

schools via web site Doug Hadley Upon receipt by the

Board

From For further information please contact Terri Thompson Director of Financial Services at 464-2000 extension 2220 or e-mail at

tthompsonhrsbnsca or Kathryn Burlton Manager of Accounting and

Purchasing at 464-2000 extension 2843 or e-mail at

kburltonhrsbnsca

To Audit Committee ndash November 9 2011

Board ndash November 23 2011

Filename ktuckerSep 30-11 Quarterly BP amp Financial Update ndash 11-10-1321

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

Page 1

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

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Quarterly Business Plan and Financial UpdateSeptember 30 2011

Introduction

This report provides information from staff on progress in implementing and achieving business plan priorities and a f

of the second quarter of 2011-2012

The Board prepares an annual Business Plan that outlines goals and priorities for the upcoming year Although the B(April 1 ndash March 31) most of the priorities are planned on the basis of the school year (September 1 ndash June 30) Stafon Business Plan priorities including actions on priorities at the beginning of the 2011-2012 school year to provide a undertaken

This reporting is part of an accountability framework that provides assurance that the work of the Board is being direcand that the intended results are being achieved

Similarly staff prepares a quarterly financial report for the Board to provide timely information on actual revenues andapproved budget Projections are also provided to advise the Board on any variances that may occur in relation to thfiscal year This allows action to be taken on a timely basis if projected results are not in line with the budget

This quarterly report is presented in two parts

1 Business Plan Priorities ndash update on progress in implementing the priorities for 2011-2012 to September 30 2012 Financial Report ndash a report of actual revenues and expenditures for the second quarter of the 2011-2012 fiscal ye

and projections for the remainder of the fiscal year

Summary

Progress has been achieved on the priorities in the 2011-2012 Business Plan Results are being experienced as plabeing made in achieving the Boardrsquos goals

Financial results to the end of September 30 2011 indicate the Board is tracking close to budget Results will be mo

remaining months of the fiscal year so that actions may be taken where available to ensure overall budget targets a

1 BUSINESS PLAN PRIORITIES

On June 11 2011 the Board approved the Business Plan and Budget for the 2011-2012 fiscal year

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 27: 23-Nov-11

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The governing Board will be entering the final year of their four-year mandate during the 2011-2012 fiscal yeasuccesses in the past year despite challenges of declining enrolment aging school buildings and the lowest province

The governing Board will continue to work with the Superintendent and Senior Staff in 2011-2012 to manage reality continue to move forward with system improvement initiatives and provide good governance and lead

The Board members and Senior Staff undertook a formal business planning process leading to the developmBoard reaffirmed the goal from the previous year ndash to continue to improve student achievement and learning additional goals during the final preparation of the business plan ndash to achieve system-wide equity for studentsand maintained to high standards

Priorities have also been developed to support each of these goals

Most of the work on these priorities is intended to be accomplished during the 2011-2012 school year This sall of the activities undertaken since April 1 2011 indicates that work is underway on most of these prioritiesalso highlight work planned to be undertaken for priorities during the remainder of this school year

BUSINESS PLAN PRIORITIES

2011-2012

Business Plan Goal

1 To continue to improve student achievement and learning for all students

Priorities Progress to-date

a) Develop implement and track success of theEarly Literacy Intervention program -

Staff will adhere to the provincial framework ldquoRead toSucceedrdquo in the development of an Early LiteracyIntervention Program Upon development theprogram will be shared with administrators andteachers Throughout the implementation yearprogress of grade one students will be tracked and

The HRSB Early Literacy Support model was developed Educationrsquos ldquoSucceeding in Readingrdquo framework It is pos

The new model was shared in half day information sessiogrades primary and one teachers (June 2011) Early Liteand Language Pathologists (June 2011) and all Resourc

Page 2

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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832019 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 28: 23-Nov-11

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 29: 23-Nov-11

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Priorities Progress to-date

needs of the groupbull Groups will be created based on supervisor and prin

which supports the principalrsquos professional growthbull Principals will be encouraged to align their professio

experiencebull Attention will be on strategies and resources require

As part of the focus on instructional leadership and closinhave identified areas that would help them to close the ainstructional practices within their school

Principals will be asked to reflect on the following two quelearning

bull What are the next steps in moving your school imprbull What are the next steps in your learning to support t

bull

Math literacy and assessment PFI and evaluation tas requestedbull Supported year two schools in the implementation o

strategies and their common assessments in PLCsbull Data coaching support was provided to principals asbull Principal learning groups about effective practice in

groups of principals acting as a PLC

d) Identify schools to participate in the attendancepilot option in Recommendation 8 from theMinisterrsquos Response to Promoting Student Engagement Report of the Ministerrsquos Working Committee on Absenteeism and Classroom

Climate -

All of the schools whose principals express aninterest in participating in the two-year attendancepilot will be included The Student InformationSystem (iNSchool) will allow schools and the boardto obtain better information to enable them to monitor

Eleven high schools have been identified and are participfocus group has been held and options and interventionsThe intention is to use the pilot not as a means to put stuincentive to keep students in school A meeting was heldparticipating in the pilot Discussion centered on strategie

Page 4

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 30: 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 31: 23-Nov-11

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Priorities Progress to-date

April 2 the start of Term 3

Professional development includes system overview comassessment and evaluation tools and scheduling

The availability of the Student Services Module (TieNet) date for SIS To bridge the gap a template has been deWord This can be used for the production and reportingavailable

Page 6

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 32: 23-Nov-11

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Business Plan Goal

2 To achieve system-wide equity for students

Priorities Progress to-date

a) Continue to promote and encourage the self-identification of all students -

Promoting self-identification continues to be apriority for the Halifax Regional School Board Thecollection of this data will enable the board toidentify student groups such as African NovaScotian and Aboriginal learners in order thatschools are better able to serve all students Self-identification will be an on-going item on theprincipalsrsquo agenda in order to share successes andstrategies

The self-identification process is ongoing in the HRSB Duradditional effort put into place at the High school level Studancestry in class and a casual secretary was hired to input

The total number of students who have chosen to self-idenrepresents over 25 of our high schoolsrsquo enrollment

The overall number of Aboriginal Students who have choseyear to 92 this year an increase of 37

The overall number of students of African Descent who hav181 last year to 331 this year an increase of 83

High School principals were asked to share strategies as togeneral belief is that there is a problem with the categoriesDepartment of Education and through the Student Informatpromote self-identification through new registrants the IPPand enlist the support of partners such as the BEA There widentification at intervals in the school year We hope to enwe go forward

b) Through professional development resourcesand support focus on closing the achievementgap for students -

A collaborative and coordinated approach tosupporting schools will be further developed byschool administration and program This will

Through the Planning for Improvement Process sixteen scadditional support to improve student achievement The 16requiring additional assistance were supported by a centra

Page 7

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 33: 23-Nov-11

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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832019 23-Nov-11

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 35: 23-Nov-11

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Priorities Progress to-date

Monthly meetings with the Capital Region Child and Youth includes representatives from Community Services Mentaand Justice

Collaboration occurred with the IWK and Public Health to dpolicies Life-Threatening Allergies Severe Medical Conditand Communicable Diseases Illnesses and Infections

A collaborative meeting was held with Public Health and seshare feedback on the effectiveness of Youth health Centre

Continued our collaborative partnership with the IWK HeaDalhousie University NS Dept of Health and Wellness throActivity Strategy to increase physical activity in schools

Formed a stronger connection with Public Health regarding

Page 10

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832019 23-Nov-11

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 36: 23-Nov-11

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832019 23-Nov-11

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 37: 23-Nov-11

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Priorities Progress to-date

and will further develop our return-to-work

strategies NSUPE has actively taken part with HRSB in profecontinue to do so

The Abilities Team continues to meet monthly with WCB

of claims and the timely and safe re-entry to the workplactime loss There are currently six claims in appeal status to reduce overall injury costs and thus indirect costs and

c) Finalize the 10-year capital plan for submission tothe Department of Education -

The Board has received for information from staff a10-year Capital Plan that prioritizes the boardrsquosfacility needs Further consultation will be carried outin preparation of the final approval of the Boardbefore the Capital Plan is submitted to theDepartment of Education for consideration

Revising capital plan and developing a plan for school coplan

d) Finalize and implement an energy performancecontract -

The Board had a consultant review the energyutilization and mechanical infrastructure of schoolsThe resulting report recommends the expenditure of$323 million on upgrades to schools The upgradeswould result in savings that would pay the $323million in costs over 10 years

Board staff will seek final approval from theDepartment of Education to enter into an energyperformance contract allowing the project to proceed

and pay the costs through the savings

Carry out energy retrofit with available funding from DOEthe overall energy per contract

Page 12

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 38: 23-Nov-11

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Page 13

2 FINANCIAL REPORT

The following report outlines the General Fund and Supplementary Fund results for the three month period eas year to-date results and projections for the remainder of the fiscal year

The statements report a projected net deficit of $692100 but also include a planned use of accumulated surThis amount relates to the designation for accumulated surplus for Capital Amortization As assets are amorBoardrsquos accumulated surplus and does not come from current yearrsquos operations This results in a projected $33300 It is difficult to accurately project results for the remaining half of the fiscal year at this point Staffinand substitutes utilities and snow removal costs for the last six months of the fiscal year are difficult to predidate and barring any unusual circumstances it is anticipated that budget targets can be met The variance aprovides explanations for significant variances from budget or from the same period last year

The Supplementary Fund budget amounts were presented and approved before final figures were confirmed The final revenue allocation to HRSB is $14700 lower than budgeted Despite this variance results to date Fund is projected to meet budget targets by year-end with no major issues

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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httpslidepdfcomreaderfull23-nov-11 4454

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 39: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 3954

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

REVENUE

Province of Nova Scotia

Formula Funding 63352996 135011807 269676500 501 269701800 100Provincial Initatives 2518136 4769958 8632900 553 8632000 100

Other Provincial Initiatives and Grants 1121187 3999417 7415900 539 8291500 111

Subtotal 66992319 143781182 285725300 503 286625300 100

Halifax Regional Municipality

Mandatory Contribution 24942425 49884850 99769700 500 99769700 100

Subtotal 24942425 49884850 99769700 500 99769700 100

Government of Canada

Adult ESL 387416 965447 2114400 457 2114400 100

French Special Projects 107782 107782 248200 434 248200 100

Minority Official Language 247251 247251 288800 856 320100 110Other Projects 466 34663 0 na 75700 n

Subtotal 742915 1355142 2651400 511 2758400 104

Board Generated Revenues

FLECs Program 14909 227495 290900 782 300800 103

Investment Income 138483 180780 250000 723 305800 122

Summer School Fees 11000 20716 35000 592 20700 59

Facilities Rental 249798 283662 849100 334 797900 94

EXCEL - Before and After School Program 745089 2609551 6988400 373 6902500 98

International Services 447456 1057519 2514700 421 2621200 104

Miscellaneous -75884 143328 44500 3221 97800 219

Subtotal 1530850 4523051 10972600 412 11046700 100

TOTAL REVENUE 94208509 199544226 399119000 500 400200100 100

Page 14

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4054

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4154

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4254

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4454

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 40: 23-Nov-11

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

EXPENDITURES

SCHOOL ADMINISTRATION

Salaries - TeachersClassroom 37284214 80609104 164082600 491 164617700 100

Special Education 4771907 10324363 21786900 474 21463400 98

Student Support 1952390 4776129 8565500 558 8512700 99

Library and Guidance 1207494 2581042 5337700 484 5301000 99

Teacher Administrators 5175700 11314169 23253300 487 23112100 99

Board Administration 355410 778707 1510200 516 1525300 101

Substitutes 653611 4379684 12077300 363 12092100 100

Subtotal 51400726 114763197 236613500 485 236624300 100

Salaries - Non-TeachersEducational Program Assistants 3960727 8663723 18783800 461 18559700 98

Library Support Specialists 142135 286549 617800 464 608300 98School Secretaries 484825 2184919 5732100 381 5693000 99

Board Administration 31770 92632 201000 461 195500 97

Student Support 137479 294792 657200 449 647500 98

Security 20783 47148 110700 426 110700 100

Lunch Supervision 468615 830961 2309500 360 2309500 100

Subtotal 5246334 12400724 28412100 436 28124200 99

BenefitsStatutory 2911779 7964276 14194200 561 14279100 100

MedicalDentalSalCon 632017 1403089 2901600 484 2896000 99

Service Awards 515325 1030650 2060900 500 2061300 100

Pension 577507 1218742 2623200 465 2637900 100

Subtotal 4636628 11616757 21779900 533 21874300 100

Student ServicesTravel - Student Services 6342 30726 89500 343 89500 100

Other Non Salary Expenditures 3722 8402 25000 336 25000 100

Subtotal 10064 39128 114500 342 114500 100

Page 15

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4154

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

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11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

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11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 41: 23-Nov-11

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Program Support ResourcesClassroom Supplies and Equipment 495885 1263954 3807800 332 3807800 100

School Technology 75762 155470 731000 213 731000 100

Data Lines 113476 225057 648600 347 648600 100CircuitResource Travel 19292 89294 187100 477 187100 100

Textbook Credit Allocation 265325 1021511 2531500 404 2531500 100

Other Non Salary Expenditures 217802 339905 595000 571 635000 106

Other Projects -486 90625 168500 538 301400 178

Subtotal 1187055 3185814 8669500 367 8842400 102

AdministrationSupplies and Materials 45233 75103 205000 366 205000 100

Other Non Salary Expenditures 6552 14941 37900 394 37900 100

Subtotal 51785 90044 242900 371 242900 100

Professional Development

System Leadership 1524 12307 100000 123 100000 100

nternational Services

Revenue 447456 1057519 2514700 421 2621200 104

Expenditure 278727 869162 2045500 425 2156200 105

Net Revenue 168729 188358 469200 401 465000 99

Summer School

Revenue 11000 20716 35000 592 20700 59

Expenditure 24314 24764 35000 708 24800 70

Net Revenue -13314 -4048 0 -4100

Adult and Community EducationFLECs - Night School 356 8005 34900 229 34900 100

Nova Scotia Student Adult Literacy 39461 113784 256000 444 256000 100

Subtotal 39817 121789 290900 419 290900 100

Total School Administration 62876972 143123686 298303800 480 298394500 100

Page 16

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

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832019 23-Nov-11

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Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 42: 23-Nov-11

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

PROGRAM

Salaries - Teachers

Special Education 1200662 2601068 5509900 472 5398200 98Student Support 91106 270728 430400 629 400500 93

Board Administration 617224 1396045 2749500 508 2791700 101

Subtotal 1908993 4267841 8689800 491 8590400 98

Salaries - Non-TeachersBoard Administration 60850 130306 280200 465 356700 127

Student Services Secretaries 13982 76289 210100 363 205100 97

Subtotal 74832 206595 490300 421 561800 114

BenefitsStatutory 72191 247477 419300 590 417000 99

MedicalDentalSalCon 10614 24485 55200 444 53900 97

Service Awards 23225 46450 92900 500 92900 100Pension 7672 21269 50600 420 49800 98

Subtotal 113702 339681 618000 550 613600 99

Special Education and Student Support

TutorsSupport for Alternative Arrangements 3529 49163 90000 546 90000 100

Supplies and Materials 11911 22491 198000 114 203200 102

Assistive Technology Equipment 60204 91237 286700 318 286700 100

Innovation ChallengeSpec Ed Pilot Projects 75611 170355 391100 436 391100 100

SEIRC 6091 6428 81000 79 81000 100

Travel - Student Services 8895 42254 103100 410 103100 100

Contracted Services 22010 276048 777500 355 872700 112

Subtotal 188250 657976 1927400 341 2027800 105

Program Support ResourcesSupplies and Materials 174070 354360 354000 1001 385300 108

Provincial Program Initiatives and Projects 346367 1252556 3748200 334 4163300 111

Subtotal 520437 1606916 4102200 392 4548600 110

Page 17

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

832019 23-Nov-11

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GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4754

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

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SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 43: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4354

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

AdministrationSupplies and Materials 8832 15886 70000 227 70000 100

Other Non Salary Expenditures 6044 17646 76000 232 76000 100

Subtotal 14876 33532 146000 230 146000 100

Professional DevelopmentCurriculum Implementation 23420 73667 457200 161 431000 94

Health Promotion 693 9384 78300 120 56000 71

Literacy Implementation 70392 127989 335200 382 438900 130

Mathematics Implementation 321 6307 222900 28 95700 42

Assessment and Evaluation 7809 10528 160000 66 134300 83

Planning for Improvement 1164 12848 145000 89 254000 175

Student Services 2267 94164 65700 1433 168500 256

RCH 16825 74026 255000 290 341100 133

Subtotal 122890 408913 1719300 238 1919500 111

Total Program 2943981 7521454 17693000 425 18407700 104

BOARD SERVICES

Board GovernanceHonoraria and Benefits 25617 51233 102600 499 102500 99

Supplies and Materials 539 2523 5000 505 5000 100

NSSBA Dues 0 100000 100000 1000 100000 100

Other Non Salary Expenditures 7028 31589 110400 286 110400 100

Subtotal 33184 185345 318000 583 317900 100

Board Services

Salaries 204367 546226 1308500 417 968900 74Benefits 26002 79225 180500 439 164600 91

Supplies and Materials 10375 35620 103200 345 103200 100

Professional Services 106933 129592 370000 350 370000 100

Other Non Salary Expenditures 16487 25975 76000 342 76000 100

Subtotal 364165 816638 2038200 401 1682700 82

Professional Development 3381 3540 25000 142 25000 100

Total Board Services 400730 1005524 2381200 422 2025600 85

Page 18

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4454

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4654

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4754

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4854

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

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OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 44: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4454

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

OPERATIONS SERVICES

AdministrationSalaries 395737 810690 1726400 470 1723800 99

Benefits 79697 176355 362700 486 354200 97

Travel 5155 12744 53000 240 53000 100

Other Non Salary Expenditures 9615 23003 59000 390 59000 100

Subtotal 490205 1022792 2201100 465 2190000 99

Custodial ServicesSalaries 2628344 5759536 12462300 462 12372700 99

Benefits 905495 1839186 3986600 461 3915900 98

Supplies and Equipment 155458 335674 812400 413 764200 94

Building Rental Expense 399682 797268 1600700 498 1600700 100

Contracted Services 222393 339662 1889300 180 2057500 108

Subtotal 4311372 9071326 20751300 437 20711000 99

Maintenance ServicesSalaries 403060 847389 1887300 449 1850200 98

Benefits 133369 269487 630100 428 593200 94

Supplies and Equipment 1257318 1985634 3656900 543 3906900 106

Vehicle Operating Expense 74262 103515 200000 518 215000 107

Contracted Services - Maintenance 226983 418869 800000 524 800000 100

Relocation Expenses 1376 1376 50000 28 50000 100

Subtotal 2096368 3626269 7224300 502 7415300 102

Plant OperationsInsurance 176044 387907 742300 523 742300 100

Utilities - Electricity 962290 2196447 4500000 488 4800000 106Utilities - Heating Fuel 194808 1399299 7557500 185 7857500 104

Utilities - Water Sewer 328353 455302 989000 460 989000 100

Utilities - Telephone 16559 33651 84000 401 84000 100

Subtotal 1678054 4472606 13872800 322 14472800 104

Capital Projects 2850395 4149293 2399900 1729 3125700 130

Student Transportation -610796 4454576 16141700 276 16141700 100

Page 19

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4654

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4754

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4854

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 45: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4554

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

Technology ServicesSalaries 477000 1007230 2116600 476 2129800 100

Benefits 112053 239126 491000 487 482200 98Computer Services - Schools 56918 63532 127000 500 156000 122

Computer Supplies - Administration 44645 54115 101800 532 101800 100

OConnell Drive Refresh 10000 10356 69500 149 69500 100

P3 Information Technology Sinking Fund 0 0 458500 00 458500 100

IEI Non Salary Expenses 58751 58895 122900 479 122900 100

Travel 16189 29966 76700 391 76700 100

Professional Services 6384 36643 340000 108 340000 100

TelephoneFaxData 38552 64012 148000 433 148000 100

Subtotal 820492 1563875 4052000 386 4085400 100

Facilities Rentals

Revenue 249798 283662 849100 334 797900 94

Salaries 57618 119248 422500 282 380400 90

Benefits 10896 24786 89200 278 73900 82

Service Contract 0 0 52400 00 52400 100

Other Non Salary Expenditures 631 1023 5500 186 5500 100

Subtotal 69145 145057 569600 255 512200 89

Net Revenue 180654 138605 279500 496 285700 102

Total Operations Services 11705234 28505794 67212700 424 68654100 102

Page 20

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4654

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4754

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4854

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 46: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4654

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

FINANCIAL SERVICES

Administration

Salaries 344711 730380 1590600 459 1536200 96Benefits 75397 166447 356400 467 342500 96

Supplies and Materials 44295 93825 231000 406 231000 100

Travel -1659 1266 5000 253 5000 100

Liability Insurance 64688 129375 258800 500 258800 100

Professional Services 12985 12985 45000 289 45000 100

Service Fees 22238 28709 70000 410 70000 100

Subtotal 562654 1162987 2556800 455 2488500 97

Excel - Before and After School Program

Revenue 745089 2609551 6988400 373 6902500 98

Salaries 344592 1134014 3425500 331 3323700 97

Benefits 38536 123036 365500 337 353100 96

Other 63971 158135 719700 220 720500 100

Subtotal 447098 1415185 4510700 314 4397300 97

Net Revenue 297991 1194366 2477700 482 2505200 101

Adult ESL

Revenue 387416 965447 2114400 457 2114400 100

Expenditure 242001 785222 2114400 371 2114400 100

Net Revenue 145416 180224 0 0

Total Financial Services 1251753 3363394 9181900 366 9000200 98

Page 21

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4754

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4854

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 47: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4754

GENERAL FUND

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

Actual Actual

Jul - Sep Year to Date Budget Budget Projection Proj

2011-2012 2011-2012 2011-2012 Utilized 2011-2012 Bud U

HUMAN RESOURCE SERVICES

Administration

Salaries 386892 833180 1648100 506 1706800 103Benefits 84724 188608 355500 531 360500 101

Pension Top-Ups 2798 21097 41800 505 41800 100

Supplies and Materials 16595 57846 113100 511 113100 100

Travel 1903 4501 11200 402 11200 100

Service Contracts 14119 19048 20000 952 20000 100

Subtotal 507031 1124281 2189700 513 2253400 102

Staff Development

Professional Development 91992 340048 2156700 158 2156700 100

Subtotal 91992 340048 2156700 158 2156700 100

Total Human Resource Services 599023 1464329 4346400 337 4410100 101

TOTAL EXPENDITURES 79777693 184984181 399119000 463 400892200 100

NET SURPLUS (DEFICIT) 14430816 14560044 0 -692100

PLANNED USE OF ACCUMULATED SURPLUS 725400

NET OPERATING SURPLUS 33300

Page 22

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4854

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 48: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4854

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

REVENUES

Supplementary Funding 5241192 9166367 18025700 509 1801100

EXPENDITURES

SCHOOL ADMINISTRATION

Classroom Teachers

Elementary Music 171374 377653 764500 494 7645

Junior High Music and Art 113890 246921 485500 509 4855Physical Education 171144 368378 736700 500 7367

Elementary Art 122363 264478 554400 477 5544

Additional Teachers 733194 1650166 3473300 475 34733

Fine Arts 312236 670991 1415600 474 14156

Subtotal 1624200 3578586 7430000 482 743000

Special Education

Resource Teachers 741197 1601465 3228400 496 32284

Social Workers 104637 226212 459100 493 4591

Educational Program Assistants 201726 424013 877500 483 8775

Subtotal 1047560 2251690 4565000 493 456500

Library and Guidance

Library Support Specialists 492906 1044612 2104800 496 21048

Guidance 164541 362363 700900 517 7009

Subtotal 657447 1406975 2805700 501 280570

Curriculum Leadership 99957 222799 463800 480 4638

Page 23

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 49: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 4954

SUMMARY OF REVENUES AND EXPENDITURES

SEPTEMBER 30 2011

SUPPLEMENTARY FUND

Actual Actual

Jul - Sep Year to Date Budget Budget Projection

2011-2012 2011-2012 2011-2012 Utilized 2011-2012

Other Student Services Secretaries 4148 11516 24800 464 248

Early Learning Opportunities 73277 161114 290900 554 2909

School Secretaries 2911 13651 37900 360 379

Student Support Workers 23371 49812 107900 462 1079

Subtotal 103708 236093 461500 512 46150

Benefits

Statutory 222771 523258 958300 546 9583

MedicalDentalSalCon 71702 153797 334700 460 3347

Service Awards 29600 59200 118400 500 1184

Pension 82156 174297 356700 489 3567

Subtotal 406229 910552 1768100 515 176810

Substitutes 41430 165720 414300 400 3996

Program Support

Program Supplies and Materials 8830 35724 73000 489 730

Student Transportation 0 24300 24300 1000 243

Therapeutic Swim Program 4745 4829 20000 241 200

Subtotal 13575 64853 117300 553 11730

TOTAL EXPENDITURES 3994107 8837267 18025700 490 1801100

NET SURPLUS 1247085 329100 0

Page 24

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 50: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5054

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 51: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5154

Variance Review September 2011

Projection YTD ActualVariance Variance

Description to Budget to Prev YTD Explanation

O17 Utilities - Electricity -300000 Electricity cost increases have resulted in higher costs despite the-311900 Our year to date costs for electricity (April - September) are highe

O18 Utilities - Heating Fuel -300000 More heating fuel was consumed in the April - September time peheating fuel costs continue to rise and are currently slightly above

-459200 Our year to date costs for heating fuel (April - September) are high

O21 Capital Projects -725800 Capital cost amortization for building improvements incurred in pri

for capital cost amortization and is not included in the budget

O25 Computer Services - Schools -29000 Additional grantsrevenues that were unbudgeted have resulted in

O33 Facilities Rentals - Revenues 51200 Projected rental revenues are coming in under budgetO34-37 Facilities Rentals - Expenditures 57400 The corresponding expenditures are projected to be under budget

Financial Services

F1-2 Salaries and Benefits 68300 Timing of business plan adjustment reductions as compared to buin under budget

F8 Excel Before amp After Program - Revenues 85900 Additional students registered and new sites opened but budgete

F9-11 Excel Before amp After Program - Salaries 113400 Corresponding expenditures are projected to be under budget as

Human Resource Services

H1-2 Salaries and Benefits -63700 Timing of business plan adjustment reductions as compared to buin over budget

Page 26

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 52: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5254

OHS Report Q3_2011 Page 1 of 1 Report 11-10-1319

Public X Report No 11-10-1319Private Date Oct 28th 2011

HALIFAX REGIONAL SCHOOL BOARD

Occupational Health amp Safety ndash Quarterly Update ndash Q3 2011July 1 2011 to September 30 2011

PURPOSE To inform the Board of Occupational Health amp Safety (OHS) issues

BUSINESS PLAN GOAL To continue to improve student achievement and learning for all students

BACKGROUND Reporting on a quarterly basis is part of a due diligence process so the Board

is aware of HRSB OHS significant statistics and activities

CONTENT Please see Appendix A - Occupational Health amp Safety Quarterly Update

Q3 2011 July 1 2011 to September 30 2011

COST na

FUNDING na

TIMELINE na

APPENDIX Appendix A - Occupational Health amp Safety Quarterly Update Q3 2011

July 1 2011 to September 30 2011

RECOMMENDATION The Board accept the report for information

COMMUNICATIONS na

From John Swales OHS Manager (2204) jswaleshrsbnsca

To Board Nov 23rd 2011

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 53: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5354

11-10-1319 - APPENDIX A

Appendix A_OHS Quarterly Update Q3_2011 Page 1 of 2

Occupational Health amp Safety

Quarterly Update

Q3 2011

July 1 to September 30 2011

School Insurance Program (SIP) ndash Reported Incidents

Incidents

Reporting Quarter Year Before Quarter Preceding Quarter

Group Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 rsquo11

Employees 28 41 72

Other incl students 180 166 388

SIP Incident Report forms are submitted by school administrators for incidents occurring to school community members

during school related activities

Group Leading Location Leading Injury Leading Cause(s) Leading Body Part

Employees ClassResource RmBruiseAbrasion

Swell

SlipTripFall and

Student AggressionLegsKneesAnkles

Incidents resulting in a lost time injury or medical attention are also reported under Workersrsquo Compensation

Board or Injury on Duty below

Nova Scotia Teacherrsquos Union (NSTU)This group of employees is not covered by WCB

NSTU Injury On Duty applications received

Reporting Quarter Year Before Quarter Preceding Quarter

Jul 1 to Sept 30 lsquo11 Jul 1 to Sept 30 lsquo10 Apr 1 to Jun 30 lsquo11Injuries on Duty 3 1 12

OHampS Division of Department Labour and Workforce Development

Workplaces Inspected Workplaces with Compliance Orders Issued Total Compliance Orders Issued

0 0 0

One Compliance Order remained open as at the end of October The Compliance Order remains open as major

works are ongoing

One employee appeal to the OHS Division regarding a work refusal is pending

Workersrsquo Compensation Board (WCB) Claims

29 claims were submitted to the Workersrsquo Compensation Board similar to the number of submitted claims during

the same period last year However the paid benefits (reflecting the weeks of lost time and health care costs)

during the period were significantly higher than the same period last year Six claims had no resulting medical

expenses or benefits paid

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal

Page 54: 23-Nov-11

832019 23-Nov-11

httpslidepdfcomreaderfull23-nov-11 5454

11-10-1319 - APPENDIX A

The following graph shows 3rd

Quarter 2011 WCB data in relation to previous 3rd

quarter data

WCB Q3 Claim Data

354

228

776

315

618

1821 21

2629

8 7

1310

14

$15$13

$44

$19

$33

00

100

200

300

400

500

600

700

800

900

Quarter to Quarter Info

o

f C l a i m s o r W e e k s

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

$50

T h o u s a n d s

B

e n e f i t s P a i d i n Q

Weeks of Benefits 354 228 776 315 618

Submitted Claims 18 21 21 26 29

Lost Time Claims 8 7 13 10 14

Benefit $s

Paid $14844 $12538 $43553 $18602 $33433

Q3_07 Q3_08 Q3_09 Q3_10 Q3_11

The Workersrsquo Compensation Board of Nova Scotia rates for 2012 have been set Halifax Regional School Board

has a Cost Ratio lower than the average Cost Ratio of our respective Rate Group and thus receives a merit on the

2012 assessment rate As the Rate Group is comprised of only elementary and secondary schools in Nova Scotia

our merit rating indicates that our WCB claim costs have been lower per capita than the average of school boards

in the province However the Rate Group average has increased and thus our assessable payroll premiums will be

85 higher in 2012

Several previous claims have been appealed by the workers and are passing through the WCB Internal Appeals

process or the Workersrsquo Court of Appeal process Outcomes not in favour of the employer will likely have animpact on the ldquoExperience Ratingrdquo and premiums paid in the coming years

WCB after some 15 years is making enhancements to the rate setting model as of 2013 The impact on HRSBrsquos

assessment rates based on our recent years cost ratios is expected to be minimal