1. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 DRAFT BUDGET FOR 2009 - 2010

2. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

3. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 Guiding Principles.... continued Avoiding staff layoffs Supporting the implementation of the long term (five year) plan Presenting a “draft” balanced Budget

4. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

5. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

6. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

7. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

8. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 Budget Challenges: 2008-2009 Budget Shortfall ($59,276) 2009-2010 Projected Enrolment Decline – 480 FTE @ $5,851 = $2,808,480 Revenue/Inflation/Entitlement & Transportation Challenges - $1,433,314 Total Budget Challenge - $4,301,070

9. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

10. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

11. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

12. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

13. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

14. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

15. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

16. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

17. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

18. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

19. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

20. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 Preliminary funding 2008-2009 Vs. 2009-2010: Overall Funding Equal to 2008-2009 –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

21. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

22. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

23. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 What does an enrolment decline of 480.0 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.

24. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 Wage and Benefit cost drivers that do not vary directly with enrolment: Principals, School Clerical & Custodians Facilities & Maintenance Transportation District Administration & Governance

25. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

26. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

27. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

28. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

29. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

30. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

31. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

32. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

33. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

34. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

35. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 How have we achieved a balanced budget? Increased @KOOL 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

36. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

37. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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)

38. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

39. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

40. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010

41. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

42. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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 2009-2010 Budget is balanced as presented

43. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

44. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 Courtesy Riders – Issues: This change would impact approximately 25 non-school district riders and an estimated 850- 1,000 district riders Significant logistical challenges to implement Potential revenue $156,000 – $249,600 ?

45. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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 +?

46. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 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

47. School District No. 73 (Kamloops/Thompson) Draft Operating Budget 2009 - 2010 The End