23-nov-11
TRANSCRIPT
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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
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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
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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
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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
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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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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
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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
httpslidepdfcomreaderfull23-nov-11 2354
- 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
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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
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
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
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
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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
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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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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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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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- 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
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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
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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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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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
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
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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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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 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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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
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
httpslidepdfcomreaderfull23-nov-11 954
- 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
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
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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
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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
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
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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
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
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
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
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
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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
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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
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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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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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
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
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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
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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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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
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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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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
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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
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
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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
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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
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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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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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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
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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
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
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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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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
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
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
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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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
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
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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
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
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
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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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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 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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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
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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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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
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
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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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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
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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
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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
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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- 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
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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
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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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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
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
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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
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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
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
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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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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
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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
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
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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
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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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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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- 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
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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
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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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- 19 -
Proposed District N
Source Halifax Regional Municipality
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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
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
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
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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
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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- 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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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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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
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
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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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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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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
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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
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
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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
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
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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
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
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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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
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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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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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
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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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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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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
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
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
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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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
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
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
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
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GENERAL FUND
SUMMARY OF REVENUES AND EXPENDITURES
SEPTEMBER 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
832019 23-Nov-11
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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
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
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
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
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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
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
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
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
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
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
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
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
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
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
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
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