1. Public Budget Meeting April 4, 2012 Ref: DA/2010-11/2011-12 Public Budget Meeting April 04, 2012 Slides

2. 2 Agenda Welcome – Chair Manning Budget Update  Secretary-Treasurer Shongrunden Presentations  CUPE  OSTU  Isaac Jonsson-Good and Linnea Good – Educational Aid Funding  Mona Smythe – AP English for all secondary students

3. 2012-13 Budget Guidelines and Goals Advocacy  The Board will continue to advocate for the appropriate resources essential to the education of our students.

4. 4 The Power of Advocacy

5. The Power of Advocacy Continued….. 5 Electrical rates in School District No. 67 are the highest in the province and the District has lobbied the Ministry of Education, the City of Penticton and the District of Summerland for relief in this area. Consequently, in 2012, the City of Penticton has frozen their rates for one year while the District of Summerland has decreased rates. School District No. 67 has also done its part by taking on initiatives to reduce consumption levels where possible. SD67 Anticipated Electrical Savings ( based on 2010/11 Consumption ) Electricity ProviderCosts 2011/12Costs 2012/2013Savings City of Penticton$592,000 $0** District of Summerland$207,670$197,690$9,980 * based on 2010/11 consumption levels

6. 2012-13 Budget Guidelines and Goals Stewardship 1. Student interests are at the foremost priority and the Board will give priority to budget areas that have the least negative impact on students. 2. The Board will submit a balanced budget in accordance with legislative requirements. 3. The Board will attempt to approach budgeting from a long-term multiyear perspective to try and even out fluctuations due to funding uncertainties. 4. The Board will attempt to provide options and alternatives that will ensure flexibility due to unforeseen events.

7. 2012-13 Budget Guidelines and Goals Stewardship 5. The Board will budget conservatively due to lack of predictability. 6. The Board will examine facilities options based on demographics and a School District Facility Review. 7. Remote schools will not be examined unless there is a funding change 8. The Board may use reserve funds to help offset budget shortfalls.

8. 2012-13 Budget Guidelines and Goals Stewardship 9. The Board will investigate revenue generating options from technology and international programs. 10. The Board will examine the Maintenance Department and ConnectEd. 11. The Board will communicate as early as possible to the public. 12. The Board will continue the use of surveys during the budget development process.

9. 9

10. 10

11. 11

12. 12 2012 Operating Capacity = 6933

13. 13 2011 -12 Operating Budget - FINAL

14. 14 SD67 – 2011-12 Operating Budget

15. 15 2011-12 Operating Budget - FINAL

16. 16 2011-12 Operating Budget - FINAL

17. Instructional Expenditures 2010-11

18. 18 Budget Reductions 2009-2010$1,700,000 2010-2011$1,400,000 2011-2012$0 2012-2013?

19. 19 2012-13 Budget Estimates Include: Continuation of existing service levels Fewer students No employee contract increases Payroll benefits, teacher increments Inflationary increases Fluid document that will change

20. Ministry Operating Grants

21. 2011/122012/132013/142014/15 Operating Grant$54,558,277$53,869,858$53,067,594$52,277,364 Funding Protection$1,392,084$1,043,713$651,926$166,375 Funding Reduction$311,181$812,590$802,264$790,230 21

22. 22 2012-13 Budget Other Revenue Pay Equity$441,000 Other School Districts$225,000 Technology $250,000 Rentals and leases$345,000 Investment Income$120,000 Offshore Tuition$280,000 Other$87,000 Total$1,748,000

23. Expenditures 2011-122012-13Variance Salaries$38,892,761$38,989,061 Substitutes$1,553,200$1,557,100 Benefits$9,847,600$9,847100 Supplies/Services$8,074,784 Total$58,368,345$58,468,045$99,700 23

24. 24 2011-2012 One Time Savings Staffing$300,000 Substitutes$100,000 Benefits $200,000 Total$600,000

26. Targeted Funding 2011-122012-132013-142014-15 BC Education Plan$0$124,171?? Learning Improvement Fund$0$692,196 $692,196+ 26

27. 27 Uncertainties New Labor Contracts? Learning Improvement FundImplementation BC Education PlanLiteracy Holdback Funds?

28. Excluded Staffing Review SD67COHORTPROV. AVG. Board Office Exempt Staff1518.9419.21 2 nd most efficient (rank out of 10)2 Rank Exempt Staff/Enrolment5 28

29. Annual Facility Grant Rules:  2011-12 reduced by CAMS - $34,433  Requires Ministry approval  Mix of Capital and Operating expenditures  Must be spent by March 2013 29 2008-09$1,315,060 2009-10642,755 2010-11585,366 2011-121,262,554 2012-131,262,554 Capital$941,177 Operating$321,377

30. 30

31. 31 Budget Development - Consultation Budget ApprovalBoard of Education Budget Consultation Public information – receive presentationsApr. 4 Partner meetings – board budget Week of Apr. 23 committee reviews proposals – discuss Board/Principals/Vice Principals/District StaffApril 24 DPAC/PACsApril 25 Board meeting – budget adoptionMay 7

32. 32 Submissions/Presentations CUPE 523 Okanagan Skaha Okanagan Skaha Teachers’ Union Isaac Jonsson-Good and Linnea Good Mona Smythe