1. Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education Infrastructure Service

2. Today’s Topics 1.Background / Context 2.What is Helios 3.What will be Different 4.Helios Overview 5.Training and Support

3. Background The school property portfolio is made up of approximately 2,300 schools. Property portfolio valued approx $22 billion (replacement cost).

4. Future Focus Government Eight Point Plan to Transform School Property – from property funder to strategic asset manager. Strategic Asset Management = optimising the economic life of school buildings.

5. Strategic Asset Management Asset Information Requirements: What are they Where are they Condition / Value Capacity Expected Life Future Demand When to Replace / Improve and at what Cost

6. Operating for 22 years. Data limitations. Insufficient information to support effective planning and investment decisions. Requires additional systems (multiple spreadsheets) Not able to record information needed to support strategic asset management / comply with Treasury Capital Asset Management Standards Why Are We Changing from PMIS?

7. What is Helios PICTURES CORRESPONDENCE REPORTS CALCULATIONS

8. Helios Benefits Single source of the truth Better understanding of assets Better planning and decision making Shared understanding of assets encouraging improved collaboration

9. What Will Be Different Moving From (PMIS)Moving To (Helios) PMIS and other systems and spreadsheets Data Project set up when $ needed Project start and finish dates Single funding source per project One System Data, Documents, Plans, Graphs, Photos, School Projects set up as planned Project plans, milestones, forecasts Multiple funding streams per project

10. What Will Be Different Moving From (PMIS)Moving To (Helios) Not fully integrated with other Ministry systems Basic financial reporting Simple data capture Multiple records Effective integration with other Ministry systems Sophisticated reporting Increased data available Single source of the truth about projects

11. Ministry Schools External Project Managers Public First Oracle Draft Helios Overview Other systems 10YPP Treaty Settlements HELIOS Calculators

12. Draft View of Helios Users Ministry Schools External Project Managers Public Release OneRelease Two Access via Property Toolbox, no login required Access via Property Toolbox using ESSA login View the same as the general public Access to specific school / project data Temporary transition team will enter data and run reports Project Managers able to enter project data into Helios and run reports

13. Draft Helios Overview First Oracle Other systems 10YPP Treaty Settlements HELIOS Calculators

14. Ministry Schools External Project Managers Public First FileNet Oracle Draft Helios System Overview Other systems 10YPP Treaty Settlements HELIOS Calculators

15. Draft Look and feel of the K2 Portal

23. Example of data exported into a PDF view Exporting Data Draft Look and feel of the K2 Portal

28. Here’s an example of what you’ll see when you load up the SPG Calculator Will be available on Property Toolbox Can also be accessed via a short cut from Helios as part of Release 2 SPG Calculator

31. What Will Be Different? For both Releases: PMIS will remain available in a “read only” format Limited property information will be in the public version of Helios

32. Training A 45 minute Webinar training will be available prior to Release 1 with further training arranged for Release 2.