School District No. 73 (Kamloops/Thompson) Draft Operating Budget DRAFT BUDGET FOR
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Guiding Principles.... Maintaining our district commitment to class size limits of 30 students in core subjects Maintaining our district special education service levels Minimizing the impact on school programs and school level services
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Guiding Principles.... continued Avoiding staff layoffs Supporting the implementation of the long term (five year) plan Presenting a “draft” balanced Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Budget Timeline..... The district provides projected enrolment by February 15 th each year to the Ministry Ministry announces estimated funding for the next school year by March 15th Staff prepare draft budget based on projections Staff present draft balanced budget to Finance and Planning – Committee of the Whole April 8, 2009
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Budget Timeline..... continued Staff Present to Employee Groups, Media, DPAC, PAC’s – April 16, 2009 Deadline for written submission to the Committee of the Whole – April 22, 2009 Budget finalized and presented for adoption at the Public Board meeting – Monday April 27, 2009
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Internal Budget Process: AOC members provide confirmed budget increases and other priorities for consideration Revenues are estimated based on projected enrolment Staffing budgets are adjusted in relation to the enrolment change Budget shortfall is divided amongst the departments based on their % of the total budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Internal Budget Process.... (continued) : Department managers provide suggested budget reductions to meet their % of the total budget shortfall AOC discuss options presented and determine which reductions have the least negative impact on guiding principles Budget details are presented to the Board for review and further input
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Budget Challenges: Budget Shortfall ($59,276) Projected Enrolment Decline – 480 $5,851 = $2,808,480 Revenue/Inflation/Entitlement & Transportation Challenges - $1,433,314 Total Budget Challenge - $4,301,070
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Preliminary funding Vs : Overall Funding Equal to –Enrolment Decline up $617,149 –Salary Differential down ($127,964) –Labour Settlement Funding up $2,161,748 (Labour Funding reflects wage & benefit increases) and Funding Protection of $348,288
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Revenue Budget Breakdown: Ministry $118,350,795 Other Revenue $3,335,256 –(Local Education Agreements, International Student Program, Rentals, Leases, Investment Income and Miscellaneous Grants) Total Projected Revenue $121,686,051
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Expense Budget Breakdown: Salaries $89,562,934 Benefits $18,446,889 Supplies and Services $13,216,310 First Nations Targeted $588,320 Total Projected Expenses $121,814,453
School District No. 73 (Kamloops/Thompson) Draft Operating Budget What does an enrolment decline of FTE students mean to the district? 480 FTE students is: Equivalent to 2 or more elementary schools Equivalent to 2 of our rural secondary schools Equivalent to approximately 13 fewer students at each of our 38 elementary schools. Thirteen fewer students at an Elementary School is a difficult enrolment decline to manage leaving the district limited opportunities to find the savings.
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Wage and Benefit cost drivers that do not vary directly with enrolment: Principals, School Clerical & Custodians Facilities & Maintenance Transportation District Administration & Governance
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Supply and Service cost drivers that do not vary with enrolment (i.e.): Utilities and Telephone $3,066,074 Facility Repair & Maintenance $2,870,295 Transportation (Busing) $1,445,047 Administration & Governance $733,584
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget How have we achieved a balanced budget? revenues $ 288,825 Decreased Salaries 2,495,407 Decreased Benefits 491,372 Decreased Supplies and Services 1,025,466 Total Budget Challenge $ 4,301,070
School District No. 73 (Kamloops/Thompson) Draft Operating Budget How have we achieved a balanced budget? Reduced classroom teachers in relation to decline Tightened student/teacher ratio at secondary Reduced non-enrolling teachers Reorganized Distance Learning model Transferred replacement “Operating” budgets to Local Capital
School District No. 73 (Kamloops/Thompson) Draft Operating Budget How have we achieved a balanced budget?..... continued Reduced supply budgets at elementary Eliminated two bus routes 3% Administrative Reduction – all administrative departments including School Based Administration –(2 Principal/Vice Principal positions)
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget
School District No. 73 (Kamloops/Thompson) Draft Operating Budget In Summary – this proposed budget has been developed to deliver on the following guiding principles: Maintain our district commitment to class size limits of 30 students in core subjects Minimize the impact on existing school programs Maintain district special education service levels
School District No. 73 (Kamloops/Thompson) Draft Operating Budget In Summary..... continued Minimize staff layoffs (Staff reductions through attrition or retirement) The Budget supports the implementation of the districts long term (five year) plan The draft Budget is balanced as presented
School District No. 73 (Kamloops/Thompson) Draft Operating Budget The Budget is balanced as presented. Administration was asked to provide supplementary information relating to transportation and facility utilization: 1.Information on courtesy riders 2.Information on charging all students who ride our buses including eliminating the reimbursement of city transit passes for in-town students 3.Comprehensive (Long Term Plan) report on district facilities
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Courtesy Riders – Issues: This change would impact approximately 25 non-school district riders and an estimated ,000 district riders Significant logistical challenges to implement Potential revenue $156,000 – $249,600 ?
School District No. 73 (Kamloops/Thompson) Draft Operating Budget All Bus Riders and Transit Pass Users – Issues: This change would impact approximately 25 non-school district riders and an estimated 4,000 district riders Significant logistical challenges to implement Potential revenue $500,000 +?
School District No. 73 (Kamloops/Thompson) Draft Operating Budget Facilities Report - Issues: Declining enrolment is creating very inefficient schools Declining enrolment is creating challenges for the delivery of educational services Excess capacity is inefficient and takes resources away from the classroom The formal facilities report is due June 2009
School District No. 73 (Kamloops/Thompson) Draft Operating Budget The End