elk island public schools 2003/2004 preliminary budget presentation

Elk Island Public SchoolsElk Island Public SchoolsElk Island Public SchoolsElk Island Public Schools

2003/20042003/2004

Preliminary Budget Preliminary Budget

PresentationPresentation

Elk Island Public SchoolsElk Island Public Schools 2003/2004 Preliminary Budget2003/2004 Preliminary Budget

Key Budget DatesKey Budget Dates


Key Budget DatesKey Budget Dates

• EIPS Three Year Planning workshop – January 30EIPS Three Year Planning workshop – January 30

• EIPS Leadership Budget Planning Meeting - February 11EIPS Leadership Budget Planning Meeting - February 11

• Superintendent’s Council meetings - February 18 & 25Superintendent’s Council meetings - February 18 & 25

• Board Budget Information Session – March 6Board Budget Information Session – March 6

• Provincial Budget announcement - April 8 Provincial Budget announcement - April 8

• EIPS Leadership meetings – March 10 & April 11EIPS Leadership meetings – March 10 & April 11

• School Council budget meetings - March 14 to April 25 School Council budget meetings - March 14 to April 25

• Budget feedback submissions to Superintendent - May 1Budget feedback submissions to Superintendent - May 1 • Detailed budget review by Executive Team - May 5 & 6Detailed budget review by Executive Team - May 5 & 6

• Budget review by Trustees - May 15 & 16Budget review by Trustees - May 15 & 16

• Public input session on budget - May 15 @ 5 p.m. Public input session on budget - May 15 @ 5 p.m.

• Budget approval Board of Trustees - May 22Budget approval Board of Trustees - May 22

• Budget deadline from Alberta Learning - June 30Budget deadline from Alberta Learning - June 30


Process to DateProcess to Date

• EIPS preliminary planning indicates that there will be a deficit of EIPS preliminary planning indicates that there will be a deficit of $2.4 million in 2002/2003 and a potential operating shortfall, $2.4 million in 2002/2003 and a potential operating shortfall, prior to 2% funding increase, of $6.9 million by the end of prior to 2% funding increase, of $6.9 million by the end of 2003/2004 2003/2004

• EIPS leaders met on February 11 to discuss alternatives and EIPS leaders met on February 11 to discuss alternatives and strategies to resolve the deficit and shortfall positionsstrategies to resolve the deficit and shortfall positions

• Strategies and ideas from the February 11 meeting were Strategies and ideas from the February 11 meeting were discussed and fine tuned by an EIPS leadership teamdiscussed and fine tuned by an EIPS leadership team

• The Board of Trustees were presented with the strategies and The Board of Trustees were presented with the strategies and recommendations from the consultations of the leadership teamrecommendations from the consultations of the leadership team

• Estimates were made of the revenues anticipated from Alberta Estimates were made of the revenues anticipated from Alberta Learning, recognizing that no formal funding announcements Learning, recognizing that no formal funding announcements have been madehave been made

• Using these recommendations and estimates, a budget allocation Using these recommendations and estimates, a budget allocation for schools and departments was preparedfor schools and departments was prepared

• Allocation of funds were made to schools and departments the Allocation of funds were made to schools and departments the week of March 15, with department budgets to be finalized by week of March 15, with department budgets to be finalized by April 16, school budgets to be finalized by April 25April 16, school budgets to be finalized by April 25

Elk Island Public SchoolsElk Island Public Schools

2003/20042003/2004

Funding AnnouncementFunding Announcement


Provincial Budget HighlightsProvincial Budget Highlights

• Announced overall funding increase of 4.8%Announced overall funding increase of 4.8%– Components of funding increaseComponents of funding increase

• Basic grant increase 2% (major source of funding for Basic grant increase 2% (major source of funding for EIPS students)EIPS students)

• Increase of 3% for student transportation fundingIncrease of 3% for student transportation funding• Enrolment growth throughout provinceEnrolment growth throughout province• Enrolment growth in severe special needs students, 2% Enrolment growth in severe special needs students, 2%

increase in grantincrease in grant• Previously announced $20 million for textbooks and Previously announced $20 million for textbooks and

other classroom materialsother classroom materials• $10 million targeted funding for SuperNet$10 million targeted funding for SuperNet• Continued funding for AISI programContinued funding for AISI program• $29 million for teacher pensions$29 million for teacher pensions• $14 million for various programs, including $9 million $14 million for various programs, including $9 million

for alternative programs, $5 million for curriculum for alternative programs, $5 million for curriculum supportssupports

• No announcement on Infrastructure fundingNo announcement on Infrastructure funding

• Full funding framework details not released as yetFull funding framework details not released as yet

• No change to EIPS budget planning as funding No change to EIPS budget planning as funding announcements were as anticipated by EIPS announcements were as anticipated by EIPS


Provincial Funding Framework Highlights Provincial Funding Framework Highlights

• Framework was reviewed in 2002/03 to ensureFramework was reviewed in 2002/03 to ensure– Equity in the distribution of fundsEquity in the distribution of funds– Flexibility to meet students’ needs and local Flexibility to meet students’ needs and local

prioritiespriorities

• Framework built on Framework built on – Flexibility – Boards are empoweredFlexibility – Boards are empowered– Formulae – to ensure equityFormulae – to ensure equity– Accountability – to stakeholders, resultsAccountability – to stakeholders, results

• Key FactorsKey Factors– Severe disabilitiesSevere disabilities– ESL studentsESL students– Aboriginal studentsAboriginal students– Socio-economic statusSocio-economic status– Dispersion of schools in the jurisdictionDispersion of schools in the jurisdiction– Enrolment growth and declineEnrolment growth and decline– Small schools by necessitySmall schools by necessity– Northern locationNorthern location– Relative cost of purchasing goods & servicesRelative cost of purchasing goods & services– Board sizeBoard size– School division complexitySchool division complexity


ProvincialProvincial Funding Framework Highlights Funding Framework Highlights Basic Instruction Funding Basic Instruction Funding

• 2003/20042003/2004• $4,454/student $4,454/student

(grades 1 to 9)(grades 1 to 9)

• $5,097 per each Grade 10 $5,097 per each Grade 10 student who earns 31 student who earns 31 creditscredits

• $2,548.50 per each Grade $2,548.50 per each Grade 10 student who earns less 10 student who earns less than 31 credits than 31 credits

• $127.27 per CEU grades $127.27 per CEU grades 11 & 1211 & 12

2003/2004 rates reflect 2003/2004 rates reflect a 2% increase from a 2% increase from 2002/20032002/2003

• 2002/20032002/2003

• $4,367/student $4,367/student (grades 1 to 9) (grades 1 to 9)

• $4,997 per each Grade 10 $4,997 per each Grade 10 student who earns 31 creditsstudent who earns 31 credits

• $2,498.50 per each Grade 10 $2,498.50 per each Grade 10 student who earns less than student who earns less than 31 credits31 credits

• $124.77 per CEU grades 11 $124.77 per CEU grades 11 & 12& 12


ProvincialProvincial Funding Framework HighlightsFunding Framework HighlightsOther Instruction BlockOther Instruction Block

• 2003/20042003/2004• $13,382/severe physical, $13,382/severe physical,

mentalmental

• $11,709/severe behavioral$11,709/severe behavioral

• $2,228/ECS student $2,228/ECS student

• ESL $722/student ESL $722/student

• Teacher Assistants Teacher Assistants $41.65/student $41.65/student

• Early Literacy Early Literacy – $220/student$220/student– $39.60 /ECS student$39.60 /ECS student

• Tech. Integration Tech. Integration $43/student$43/student

• 2002/20032002/2003• $13,120/severe physical, $13,120/severe physical,

mentalmental

• $11,479/severe behavioral$11,479/severe behavioral

• $2,184/ECS student $2,184/ECS student

• ESL $722/student ESL $722/student

• Teacher Assistants Teacher Assistants $41.65/student $41.65/student

• Early Literacy Early Literacy

– $220/student$220/student

– $39.60 /ECS student$39.60 /ECS student

• Tech. Integration Tech. Integration $43/student$43/student


ProvincialProvincial Funding Framework Highlights Funding Framework Highlights Support Block Support Block


ProvincialProvincial Funding Framework Highlights Funding Framework Highlights Support Block Support Block

• 2003/20042003/2004• Plant Operations & Plant Operations &

Maintenance Maintenance

– No expected increase in No expected increase in funding rates, no change funding rates, no change in funding formulain funding formula

• Student TransportationStudent Transportation

– Rural $510/student plus Rural $510/student plus kmkm

– Urban $435/studentUrban $435/student

– Did not receive the 3% Did not receive the 3% grant increase in grant increase in 2002/20032002/2003

• Administration - 4%Administration - 4%

• 2002/20032002/2003• Plant Operations & Plant Operations &

Maintenance Maintenance – Funding based on Funding based on

school utilization rate & school utilization rate & square meters square meters

• Student TransportationStudent Transportation– Rural $495/student Rural $495/student

plus kmplus km– Urban $423/studentUrban $423/student

• Administration – 4%Administration – 4%• One Time Grant – approx. One Time Grant – approx.

3% funding increase for 3% funding increase for transportationtransportation, ESL, early , ESL, early literacyliteracy

Elk Island Public Elk Island Public SchoolsSchools


2003/20042003/2004

Preliminary BudgetPreliminary Budget

Other IssuesOther Issues

Elk Island Public SchoolsElk Island Public Schools 2003/2004 Preliminary Budget2003/2004 Preliminary Budget Highlights of Budget MeetingsHighlights of Budget Meetings

• Modified system-wide school calendar for 2003/2004Modified system-wide school calendar for 2003/2004

• Cancellation/deferral of some professional development Cancellation/deferral of some professional development

• Reduction/restructuring of system level meetingsReduction/restructuring of system level meetings

• Cancellation of system initiatives fundCancellation of system initiatives fund

• Alternative funding sources to be found for enrichment activitiesAlternative funding sources to be found for enrichment activities

• One year moratorium on technology and capital evergreening One year moratorium on technology and capital evergreening programsprograms

• Continued review of small schoolsContinued review of small schools

• Fee increasesFee increases

• Further study to be undertaken on a number of significant issues Further study to be undertaken on a number of significant issues including special education, language programs, system including special education, language programs, system programs, purchasing, & curriculum servicesprograms, purchasing, & curriculum services


Effects on BudgetsEffects on Budgets

• Cuts to be kept as far away from the classroom as possibleCuts to be kept as far away from the classroom as possible

• School budgets to be reduced by 2.7%School budgets to be reduced by 2.7%

• Schools to receive additional one-time funding of $36 per student Schools to receive additional one-time funding of $36 per student for learning materials; effectively reducing the school budget cuts for learning materials; effectively reducing the school budget cuts to 2% for 2003/2004to 2% for 2003/2004

• Central service department budgets to be reduced by 6.2% Central service department budgets to be reduced by 6.2%

• Plant operations and maintenance (PO&M) budget funded Plant operations and maintenance (PO&M) budget funded separately by Alberta Infrastructure, no transfers permittedseparately by Alberta Infrastructure, no transfers permitted

• Service levels to schools from central services will see some Service levels to schools from central services will see some reduction as a result of funding shortfall reduction as a result of funding shortfall


AssumptionsAssumptions


AssumptionsAssumptions

• Enrolments for 2003/2004 are anticipated to remain consistent Enrolments for 2003/2004 are anticipated to remain consistent with 2002/2003 with 2002/2003

• The cost for certificated and classified salaries have been The cost for certificated and classified salaries have been estimated to increase by 0% for 2003/2004estimated to increase by 0% for 2003/2004

• Alberta Learning will increase funding by 2% for 2003/2004 Alberta Learning will increase funding by 2% for 2003/2004

• No funding information has been provided regarding the No funding information has been provided regarding the funding of plant operations and maintenance, so a 0% funding of plant operations and maintenance, so a 0% increase has been assumedincrease has been assumed

• Reduced cash flow and lower interest rates will result in Reduced cash flow and lower interest rates will result in lower interest incomelower interest income


Financial HighlightsFinancial Highlights


Financial HighlightsFinancial Highlights

• Estimated operating shortfall (net of PO&M); $6.73 million; Estimated operating shortfall (net of PO&M); $6.73 million; $6.90 million including PO&M$6.90 million including PO&M

• Funding increase (2%); 1.30 millionFunding increase (2%); 1.30 million

• Net operating shortfall; $5.43 millionNet operating shortfall; $5.43 million

• Deferral of evergreening program, system initiatives; savings Deferral of evergreening program, system initiatives; savings of $1.04 millionof $1.04 million

• Deficit deferral; $.70 millionDeficit deferral; $.70 million

• Other cost reductions, school closure, fee increases, calendar Other cost reductions, school closure, fee increases, calendar changes; $.58 millionchanges; $.58 million

• Reduction to 2003/2004 budgets; $3.11 millionReduction to 2003/2004 budgets; $3.11 million


Outstanding Issues/ConcernsOutstanding Issues/Concerns


Outstanding Issues/ConcernsOutstanding Issues/Concerns

• Some of the key issues that are a concern to EIPS regarding the Some of the key issues that are a concern to EIPS regarding the funding and budget for 2003/2004funding and budget for 2003/2004

– No collective agreement has been signed for 2003/2004; No collective agreement has been signed for 2003/2004; teachers to lose 3% pension funding; no increase in funding teachers to lose 3% pension funding; no increase in funding to cover arbitration settlement to cover arbitration settlement

– Staff reductions, lower service levels due to funding Staff reductions, lower service levels due to funding shortfallshortfall

– No increase in funding for PO & M for 2003/2004; natural No increase in funding for PO & M for 2003/2004; natural gas costs estimated to rise by 32%gas costs estimated to rise by 32%

– Increased costs of fuel for transportation not reflected in Increased costs of fuel for transportation not reflected in grant increasesgrant increases

– No recognition of increased technology costsNo recognition of increased technology costs



2003/20042003/2004

Preliminary BudgetPreliminary Budget

The EndThe End



2003/20042003/2004Preliminary Budget Preliminary Budget

Questions & AnswersQuestions & Answers

elk island public schools 2003/2004 preliminary budget presentation

Documents

eips budget planning

budget allocation

targeted funding

budget deadline

components of funding

overall funding increase

funding announcement

preliminary budget process