1. BANKED STAFFING Wellington CES Seminar August 2014 WAYNE FACER Beaconsfield School

2. My credentials NZPF exec member 2010 NZPF exec member 2010 Conservative Party board member 2012-2013 Conservative Party board member 2012-2013 Principal since 1997 at 6 schools Principal since 1997 at 6 schools Inaugral FTP survivor 2002 Inaugral FTP survivor 2002 Current SCPA exec member & past president Current SCPA exec member & past president Current SCPA sponsorship manager Current SCPA sponsorship manager Educational consultant in appointments/banked staffing/depreciation/budgeting Educational consultant in appointments/banked staffing/depreciation/budgeting Helped 100+ schools get access to over $20m+ in last 10 years in banked staffing Helped 100+ schools get access to over $20m+ in last 10 years in banked staffing SCPA conference convenor, Mt Cook SCPA conference convenor, Mt Cook Trustee on South Canterbury International Festival Trustee on South Canterbury International Festival Education Enterprises founder Education Enterprises founder

3. Introduction 17 principals in greater Canterbury retired early or went on stress leave in 2005/6 due to financial pressures 17 principals in greater Canterbury retired early or went on stress leave in 2005/6 due to financial pressures The ops grant doesn’t give you enough to run a successful school The ops grant doesn’t give you enough to run a successful school You must be creative and determined to get extra money You must be creative and determined to get extra money You need more money to deliver the curriculum you want and need You need more money to deliver the curriculum you want and need The more $’s you get in the more you can free up out of other areas to employ more teachers etc. and buy more resources The more $’s you get in the more you can free up out of other areas to employ more teachers etc. and buy more resources More teachers supporting children and more teachers employed by using banked staffing effectively More teachers supporting children and more teachers employed by using banked staffing effectively

4. Banked Staffing U3 should be able to squeeze an extra $10K+ a year out of this system U3 should be able to squeeze an extra $10K+ a year out of this system $22m was underused nationwide in any given year $22m was underused nationwide in any given year MOE now pay this back to you at <$45K rate MOE now pay this back to you at <$45K rate MOE take it off you at $67K rate in 2014 MOE take it off you at $67K rate in 2014 Bank staffing is now more complex with recent MOE changes to relieving days e.g..14 a day Bank staffing is now more complex with recent MOE changes to relieving days e.g..14 a day Principal, bursar, EO, treasurer must be aware of how it is working at your school. Principal, bursar, EO, treasurer must be aware of how it is working at your school. Novopay issues Novopay issues

5. In a perfect world Staffing increments of.1 from roll of 114 to 126, from 5.9 to 7.1 Staffing increments of.1 from roll of 114 to 126, from 5.9 to 7.1 Rather than 6.5 from 124, 6.8 125 etc. Rather than 6.5 from 124, 6.8 125 etc. The MOE would automatically up your staffing when you hit the magic number rather than wait until you apply The MOE would automatically up your staffing when you hit the magic number rather than wait until you apply The July 1 roll return would adjust your staffing for this current year The July 1 roll return would adjust your staffing for this current year Gavin Price and I running national workshops in this area, under the wing of NZPF etc. in regions Gavin Price and I running national workshops in this area, under the wing of NZPF etc. in regions

6. New Reliever rate Relievers are now worth.14 rather than.07 Relievers are now worth.14 rather than.07 Relievers in schools are now a more precious resource at nearly $300 a pop Relievers in schools are now a more precious resource at nearly $300 a pop It’s better to have CRT as fixed term rather than as relieving days e.g..2 = 5 staff @.04 =.2 x 26PP’s = 5.2 usage p.a. It’s better to have CRT as fixed term rather than as relieving days e.g..2 = 5 staff @.04 =.2 x 26PP’s = 5.2 usage p.a. As relievers days this is 40 days a year at.14 = 5.6 usage,.4 more, extra 3 days As relievers days this is 40 days a year at.14 = 5.6 usage,.4 more, extra 3 days Fixed term gives you all NZEI conditions Fixed term gives you all NZEI conditions You get more $’s in relieving budget now You get more $’s in relieving budget now

7. When to charge Relievers to TS or BG Underusing then charge relievers to TS Underusing then charge relievers to TS If you are overusing then charge to BG If you are overusing then charge to BG Why charge all relievers to BG, and drain your bank account when you are building up a staffing credit Why charge all relievers to BG, and drain your bank account when you are building up a staffing credit Predict ahead staffing increases Predict ahead staffing increases You may do relievers to both TS & BG at various times over year, depending You may do relievers to both TS & BG at various times over year, depending

8. When to charge Relievers to TS or BG Impact of cheaper teacher: 3 rd year teacher means it works out at $280 a day, saving $15 a day Impact of cheaper teacher: 3 rd year teacher means it works out at $280 a day, saving $15 a day Relievers on BG mean a quicker drain of $’s Relievers on BG mean a quicker drain of $’s Relievers on TS keeps $’s in bank longer Relievers on TS keeps $’s in bank longer Relievers to BG as late as possible Relievers to BG as late as possible Predict ahead as to when to put relievers on BG or TS Predict ahead as to when to put relievers on BG or TS

9. Factors that muddy the waters Novopay stuff ups Novopay stuff ups Staff on sabbatical, study leave, maternity leave etc. Staff on sabbatical, study leave, maternity leave etc. Change of principals, secretary etc. Change of principals, secretary etc. Waiting for staff to be paid Waiting for staff to be paid Waiting for staffing you are due to arrive e.g. Beginning teacher allocation etc. Waiting for staffing you are due to arrive e.g. Beginning teacher allocation etc. Not applying for staffing you are due Not applying for staffing you are due Building up a credit at xmas Building up a credit at xmas

10. Things to know Use the spreadsheet as a predictor Use the spreadsheet as a predictor Use the MOE staffing predictor to predict when you can apply for more staffing www.fundingcalc.minedu.govt.nz/Staffing/ Use the MOE staffing predictor to predict when you can apply for more staffing www.fundingcalc.minedu.govt.nz/Staffing/ Be “confident” with July 1 roll return numbers Be “confident” with July 1 roll return numbers Always try and balance off by end of adjustment period Always try and balance off by end of adjustment period Having to pay back at $67K rate is painful Having to pay back at $67K rate is painful Schools got paid out underuse at $45K or less rate this year but who knows if this will continue in the current financial climate, especially when $8m+ has been spent on Novopay overtime Schools got paid out underuse at $45K or less rate this year but who knows if this will continue in the current financial climate, especially when $8m+ has been spent on Novopay overtime LWOP implications LWOP implications Paying relievers, e.g. $47K $253 a day, 6 days a week etc Paying relievers, e.g. $47K $253 a day, 6 days a week etc

11. Paying fixed termers additional hours Paying fixed termers as additional hours works out cheaper Paying fixed termers as additional hours works out cheaper Make sure additional hours are charged to TS Make sure additional hours are charged to TS The teacher gets paid more and it only costs.07 for 5 hours additional time charged to TS using PPTAH code The teacher gets paid more and it only costs.07 for 5 hours additional time charged to TS using PPTAH code Can pay PPTAH and charge to TS with a teacher who is on BG, and at another school? Can pay PPTAH and charge to TS with a teacher who is on BG, and at another school?

12. How to contact me Wayne Facer 57 Gleniti Road Timaru 027 354 6077 wayne@educationenterprises.co.nz