2014/2015 Budget Development April 23, 2014

2014/2015 Budget Development Agenda Status of Budget Development Process Revenue Assumptions Expenditure Assumptions Initiatives Under Consideration Stakeholder Input Special Education Advisory Committee Other April 24, 2014

Status of Budget Development Process January/February Report to Board – January 22, 2014, 2014/2015 Budget Development Schedule Budget Meeting – February 12, 2014, Budget Development Overview April 9, 2014 Budget Meeting Key Budget Assumptions Enrolment Projections Grants for Student Needs (GSN) Highlights 2014/2015 Budget Development 3 April 24, 2014

Status of Budget Development Process April 9, 2014 Budget Meeting – (Continued) Additions of School Based Staff Classroom Teachers Teachers – English Language Learners Teachers - Library & Guidance Teachers – Self-Contained Teachers – Special Education Resource Teacher Teachers – Native Studies Teachers – CTCC Educational Assistants Early Childhood Educators (Para) Professionals Principals/Vice-Principals School Office School Operations/Maintenance 2014/2015 Budget Development 4 April 24, 2014

Status of Budget Development Process April 9, 2014 – (continued) Review of Initiatives Under Consideration Review of Stakeholder Input  April 23, 2014  Revenue Assumptions  Preliminary Revenue Projections (to be updated upon receipt of GSN Estimates forms)  Expenditure Assumptions  Preliminary Expenditure Projections  2013/2014 Projected Year End Position (per Revised Estimates)  Update – Initiatives Under Consideration  Update – Stakeholder Input 2014/2015 Budget Development 5 April 24, 2014

Status of Budget Development Process  May 2014  Confirmation of Grants for Student Needs Funding  Updates to Draft Revenue Budget  Updates to Draft Expenditure Budget  Full-Time Equivalent Staffing Projections  Initiatives Included in Preliminary Budget for 2014/2015  Status of Prior Year (2013/2014) Financial Projection  Preliminary Capital Budget  June 2014  Budget Presentation to Board  Budget Approval  Submission of Budget/Grant Estimates to Ministry 2014/2015 Budget Development 6 April 24, 2014

2014/2015 Budget Development 7 Estimates – June 30, 2014  Approved budget  Projected Oct 31/14 and Projected Mar 31/15 enrolment Revised Estimates – December 15, 2014  Revised budget  Actual Oct 31/14 enrolment and revised Mar 31/15 projected enrolment Financial Statements – November 15, 2015  Actual expenditures and revenues  Actual Oct 31/14 enrolment and Actual Mar 31/15 enrolment  Audited by external audit firm April 24, 2014

Key Assumptions to Guide Budget Development:  Enrolment Projections  Revenues  Expenditures  Staffing  Non-staffing  Status of Prior Year (2013/2014) Financial Position  Capital Budget 2014/2015 Budget Development 8 April 24, 2014

2014/2015 Budget Development Key Assumptions - Enrolment HDSB Enrolment Projections 9 April 24, 2014

2014/2015 Budget Development Key Assumptions - Enrolment HDSB Enrolment Projections 10 April 24, 2014

2014/2015 Budget Development Key Assumptions - Revenues 11 Revenues:  Ministry Funding  Grants for Student Needs (GSN) – Mar 27, 2014 Ministry Announcement for 2014/2015 GSN  Education Program Other (EPO)  Other Revenue  Other Government Funding  Tuition Fees  Cafeteria/Rental Income  Investment Income  Other  School Generated Funds (school level) April 24, 2014

2014/2015 Budget Development Key Assumptions - Revenues 12 Revenues:  Ministry Funding  Grants for Student Needs (GSN) – Mar 27, 2014 Ministry Announcement for 2014/2015 GSN  Technical Paper Received April 10, 2014  Technical Paper is a 146 page document that provides an overview and details of the grant formula and other criteria for education funding through the Grants for Student Needs (GSN) that are used to calculate school boards’ 2014/2015 allocations for budgeting and financial reporting purposes Note: Estimate forms have not been received as of April 23, 2014, therefore, GSN projections have not been confirmed. Updated projections will be presented at the next Budget Workshop April 24, 2014

2014/2015 Budget Development Key Assumptions - Revenues 13 April 24, 2014

2014/2015 Budget Development Key Assumptions – Revenues EPO (Education Program Other) and Federal 14 April 24, 2014

2014/2015 Budget Development Key Assumptions - Revenues 15 April 24, 2014

2014/2015 Budget Development Key Assumptions – Revenues International Students 16 April 24, 2014

2014/2015 Budget Development Key Assumptions – Revenues – Draft Annual Surplus (Deficit) 17 April 24, 2014

2014/2015 Budget Development 2013/2014 Projected Year End Position (per Revised Estimates) Board Report Presented at January 8, 2014 Board Meeting Revised Estimates – Impact of Changes in the 2013/2014 Operating Budget Projected Year End Surplus $6.6 Million (note: $6,511,954 included on previous slide as Available for Compliance – Unappropriated ) 18 April 24, 2014

2014/2015 Budget Development Key Assumptions - Expenditures 19 Overall:  Impact of Enrolment Growth  Alignment of Financial Resources to Multi-Year Plan and Special Education Plan  Year 5 of FDK Implementation  Programs and Supports Continuing into 2014/2015  One-time 2013/2014 Initiatives/Expenditures not automatically carried forward  Ministry Compliance  Balanced Budget (per Ministry definition)  Ministry Average Class Size Compliance  Ministry Enveloping  Special Education  School Renewal  Board Administration and Governance April 24, 2014

2014/2015 Budget Development Key Assumptions - Expenditures 20 Staffing, Salaries and Benefits  Current Collective Agreement/Terms & Conditions Parameters  Increase in Enrolment – Teacher & Support Staff  Statutory Benefit Rates to Reflect Projected Rates Non-Salary Operational Changes  Increase/Decrease in Existing Contracts and Fees  Maintenance  Cleaning  Insurance  Contractual Services  Increase/Decrease in Utilities  Hydro, Natural Gas, Water  Increase in School Budgets to Reflect Enrolment Growth and New School Start-up  Determine Need to Budget For Contingency April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 21 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 22 *Refer to page 23 for details of additional staff April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 23 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 24 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 25 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 26 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures Ministry Categories 27 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 28 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 29 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 30 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 31 April 24, 2014

2014/2015 Budget Development Key Assumptions – Draft Operating Expenditures 32 April 24, 2014

2014/2015 Budget Development Status of Operating Budget as at April 23, Note: Revenue (GSN) to be confirmed pending receipt of Estimates forms April 24, 2014

2014/2015 Budget Development Funding Sources - Initiatives Under Consideration 34 Available Sources To Fund Initiatives Under Consideration: 2014/2015 Projected Operating Budget – Balance Available for Initiatives (Slide 33) Education Program Other (EPO)* (Slide 14) School Condition Improvement/School Renewal* Draft Annual Surplus** (Slide 17) 2013/2014 Projected Surplus (Available for Compliance – Unappropriated) Available for Compliance – Internally Appropriated * Available as a funding source provided that the initiative meets the criteria and/or enveloping requirements ** Available for one-time initiatives April 24, 2014

2014/2015 Budget Development Initiatives Under Consideration 35 April 24, 2014

STUDENT STUDENT Health & Safety Health & Safety Social /Emotional/ Behavioural Support Social /Emotional/ Behavioural Support Math Competency Math Competency Literacy & Early Language Development Literacy & Early Language Development English Language Learners English Language Learners Technology Technology Level Playing Field Level Playing Field Mental Health Strategy Mental Health Strategy Equity and Inclusion Equity and Inclusion Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration Transportation Transportation 36 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STUDENT 37 ** Details included on page 35 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STUDENT 38 ** Details included on page 35 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STUDENT 39 ** Details included on page 35 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STUDENT 40 ** Details included on page 35 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STUDENT 41 ** Details included on page 35 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STUDENT 42 ** Details included on page 35 April 24, 2014

STAFF STAFF Staff – School Support Staff – School Support Support for Single Administrator Schools Support for Single Administrator Schools Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STAFF 43 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STAFF 44 ** Details included on page 35 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration STAFF 45 ** Details included on page 35 April 24, 2014

SYSTEM and CORPORATE RESPONSIBILITY SYSTEM and CORPORATE RESPONSIBILITY Accommodation Accommodation Administrative Facilities Administrative Facilities Growth & Compliance Growth & Compliance Corporate Professional Development Corporate Professional Development System Operations System Operations Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration SYSTEM and CORPORATE RESPONSIBILITY 46 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration SYSTEM and CORPORATE RESPONSIBILITY 47 ** Details included on page 35 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration SYSTEM and CORPORATE RESPONSIBILITY 48 ** Details included on page 35 April 24, 2014

Halton District School Board 2014/2015 Budget Development – Initiatives Under Consideration SYSTEM and CORPORATE RESPONSIBILITY 49 ** Details included on page 35 April 24, 2014

2014/2015 Budget Development Stakeholder Input Communication/Stakeholder Input: –Budget discussions with Trustees (April/May/June) –Other consultation via HDSB website  Post following on Board website:  2014/15 Budget Development Information  Invite stakeholders to provide input concerning 2014/15 budget. Update website as additional information becomes available  News release to direct stakeholders to website to provide input  Newspaper advertisements in all local papers directing stakeholders to the website to provide input 50 April 24, 2014

2014/2015 Budget Development Stakeholder Input – Special Education Advisory Committee (SEAC) Recommendations to HDSB for (Detailed report attached to this PowerPoint): Speech Language Pathologists (8.0 FTE) Itinerant Teachers for Developmental and Physical Exceptionalities (2.0 FTE) Itinerant Teacher for Learning Disabilities and Gifted (1.0 FTE) Sensory Calming Areas ($150,000) ABA training for all teachers and EA’s in Centre/Life Skills classes ($77,000) SEAC report also includes items with low budget impact 51 April 24, 2014

2014/2015 Budget Development Stakeholder Input After reviewing the Multi-Year Plan, please provide input based on the following questions:  What resources are currently in place and are vital to support student achievement in the Halton District School Board? These are resources you think should be maintained?  What other vital resources are required to support student achievement and should be priorities of the Halton District School Board in the 2014/2015 Budget? 52 April 24, 2014

2014/2015 Budget Development Stakeholder Input – Responses* What resources are currently in place and are vital to support student achievement in the Halton District School Board? These are resources you think should be maintained?  Mental Health Supports o Supports to promote student mental health and well-being, student engagement, and student achievement  Professional Support Staff (Social Workers, Child & Youth Counsellors, Psycho- Educational Consultants, Speech Language Pathologists) o Provide support to eliminate barriers to learning which include difficulties with mental health and well-being  Student Success teachers, programs and resources  Special Education Resource Teachers, Educational Assistants  Classroom Resources and Technology o Smart boards, musical instruments, math resources, classroom computers, library computers, wireless networking * Includes responses (themes) identified more than 3 times on the survey 53 April 24, 2014

2014/2015 Budget Development Stakeholder Input – Responses* What other vital resources are required to support student achievement and should be priorities of the Halton District School Board in the 2014/2015 Budget?  Professional Support Staff (Social Workers, Psycho-educational Consultants, Child & Youth Counsellors, school nurses, etc.)  Support for GSA groups in elementary schools  Resources to support student engagements  Resources to address the mental health needs of students  Resources to support a safe school climate including support for diversity, inclusion, and anti-bullying  Support for specialist teachers (i.e. music, physical education, etc.), and staff with specific skillsets to address the various needs of students  Facility upgrades to older buildings  Increased partnerships and training for support workers so they can play a more active role in the classroom * Includes responses (themes) identified more than 3 times on the survey 54 April 24, 2014

2014/2015 Budget Development Stakeholder Input – Responses* What other vital resources are required to support student achievement and should be priorities of the Halton District School Board in the 2014/2015 Budget?  Funding to upgrade/renew resources and support that support the Special High Skills Major (SHSM) program  Resources to support improvement in math scores/learning  Resources and training to support the inclusion of students with disabilities  Greater access to technology * Includes responses (themes) identified more than 3 times on the survey 55 April 24, 2014

Questions? 56