1. QUALIFICATIONS AND EXPERIENCE ALLOCATION September 2014 1

2. Agenda Purpose & Background Teacher Grid Reporting –FTE of Teachers Employed by the board –Recognizing Teacher Experience –Teacher Qualification Categories Educator Grid Reporting Qualification and Experience Quiz Next Steps & Questions 2

3. Purpose & Background To provide clarification regarding the requirement for reporting teacher/educator qualification and experience Teachers Q&E projected Allocation in 2014-15: $1.58B Amended regulation came into effect in year 2012-13 and 2013-14 introducing the no movement grid For grant purposes teachers should be placed on the grids in accordance with the Q&E grant regulation. This may vary from the grid determined by collective agreements and/or used for payroll purposes 3

4. Teacher Grid Reporting Overview Unchanged after the introduction of the no movement grid What has changed with the introduction of the no movement grid FTE Count Same count date: October 31st of the reporting year Now two grids to be completed Experience Still measured as of before the first day of school Past year for no movement grid* Current year for movement grid Qualification Same cut off day: October 31stPast year for no movement grid* Current year for movement grid * With some exceptions 4

5. FTE of Teachers Employed by the Board School boards determine “adjusted” (no movement grid) and “actual” (movement grid) count of teacher FTE, experience and qualification 2014-15 Regulation 76/14 (section 41(4)) o The number of teachers employed by a board is the full-time equivalent (FTE) number of persons employed by the board to teach as of October 31, 2014. Note: The section is unchanged from 2012-13 and 2013-14 with the only difference being the applicable school year. The FTE count will be based on October 31 of the current year and will be the same for both the movement and no movement grids Count of Teacher FTE YearNo Movement GridMovement Grid 2012-13Oct 31st, 2012Oct. 31st, 2012 2013-14Oct. 31st, 2013 2014-15Oct. 31st, 2014 5

6. FTE of Teachers Employed by the Board The following rules also apply: o If a teacher spends only part of their time providing instruction as part of their regular timetable that is in effect as of October 31: o Accurate to one decimal place. o Includes time scheduled to prepare for instruction. o If a principal or vice-principal is assigned in a regular timetable that is in effect as of October 31 to spend part of their time providing instruction, use the same method as above. o An occasional teacher should be counted unless the teacher whom they are replacing has already been counted and the board can reasonably expect the permanent teacher to resume instructional duties in the fiscal year. Note: Differences in the Teacher FTE count between the prior year’s movement grid and the current year’s no movement grid will be due to a variety of staffing changes ie. retirements, new hires etc. FTE = (average number of scheduled instruction hours per day ) ÷ 5 6

7. Recognizing Teacher Experience 2014-15 Regulation 76/14 (Section 41(7/8))- the number of full years of teaching experience is counted before the first day of the school year, rounded to the nearest whole year. Any changes after this date will be recognized on the movement grid in the next year, assuming the teacher continues to teach with the board in the following year. o For example, a teacher with 4.5 years of experience should be rounded up to 5 years. The maximum number of years recognized for teaching experience is 10. Principals and vice-principals should automatically be counted at 10 years. Recognizing Years of Teacher Experience Year No Movement GridMovement Grid 2012-13 Before the 1st day of school Sep. 2011 Before the 1st day of school Sep. 2012 2013-14 Before the 1st day of school Sep. 2012 Before the 1st day of school Sep. 2013 2014-15 Before the 1st day of school Sep. 2013 Before the 1st day of school Sep. 2014 7

8. Teacher Qualification Categories 2014-15 Regulation 76/14 (Section 41(9/10)) - a teacher’s qualification category is recognized as of October 31 st. o The no movement grid should report qualification as of October 31st of the previous year. School boards can refer to the above regulation for guidance on the various qualification category systems to meet their specific needs. o However, a principal or vice-principal should be placed in the A4/Group 4 qualification category. Recognizing a Teacher's Qualification Category Year No Movement*Movement* 2012-13Oct. 31st, 2011Oct. 31st, 2012 2013-14Oct. 31st, 2012Oct. 31st, 2013 2014-15Oct. 31st, 2013Oct. 31st, 2014 Note: There are clauses in the regulation which may apply to all the October 31 dates above. This relates to changes in qualification retroactive for salary purposes to a day between the first day of school and October 31. *exceptions will apply for specific cases 8

9. Teacher Qualification Categories If a teacher was counted by a school board, a school authority or a provincial school in the previous year, they will be placed on the grid according to the normal rules. This also applies to teachers who have transferred from another school board. o However, if an existing teacher was not counted by a school board in the prior year (ie. on leave), their experience and qualification would be assessed at October 31 of the prior year on the no movement grid A new teacher has not been employed by a school board, a school authority or a provincial school in Ontario in any year prior to the current school year (never placed on a grid), they will be assessed according to their qualification at October 31 of the current year. Recognizing a New Teacher's Qualification Category YearNo MovementMovement 2014-15Oct. 31st, 2014 9

10. Teacher Q&E Summary *There are clauses in the regulation relating to retroactive adjustments to teacher qualification which may apply to all the October 31 dates above. 10 2012-132013-142014-15 FTE Count Years of Experience Qualification Category* FTE Count Years of Experience Qualification Category* FTE Count Years of Experience Qualification Category* No Movement Grid Oct. 31st, 2012 Before the 1st day of 2011-12 school year Oct. 31st, 2011 Oct. 31st, 2013 Before the 1st day of 2012-13 school year Oct. 31st, 2012 Oct. 31st, 2014 Before the 1st day of 2013-14 school year Oct. 31st, 2013 Movement Grid Oct. 31st, 2012 Before the 1st day of 2012-13 school year Oct. 31st, 2012 Oct. 31st, 2013 Before the 1st day of 2013-14 school year Oct. 31st, 2013 Oct. 31st, 2014 Before the 1st day of 2014-15 school year Oct. 31st, 2014 New Teachers (both grids) Oct 31st, 2012 Before the 1st day of 2012-13 school year Oct. 31st, 2012 Oct. 31st, 2013 Before the 1st day of 2013-14 school year Oct. 31st, 2013 Oct. 31st, 2014 Before the 1st day of 2014-15 school year Oct. 31st, 2014

11. Educator Qualifications and Experience New to the 2014-15 GSN (previously in EPO), the educator qualification and experience allocation refers to employees of the board who have been employed to fill a position in Junior Kindergarten or Kindergarten that is designated by the board as requiring an early childhood educator (ECE). Funding for the Early Childhood Educator Qualifications and Experience Allocation is projected to be $122.2 million in 2014–15. Educators are placed on a separate grid from teachers, but the rules are similar to Teacher Q&E: 11

12. Educator Qualifications and Experience o Section 42(3) - states that the board will count the FTE of educators as of October 31 of the current school year. o Section 42 (4/5) - the experience of an educator is measured as the number of years of relevant professional experience before the first day of the school year, rounded to the nearest whole number. o Section 42 (6/7) - an educator who is a member of the College of Early Childhood Educators on October 31 will be placed in qualification category A. If an educator is not a member, they will be recognized in category B. A maximum of 4 years of experience is recognized on the grid. Unlike teachers, there is no retroactive clause for educators. 12

13. Regulation Reference Table 2014-15 REGULATION 76/14 Teacher Q&E (SECTION 41)Educator Q&E (SECTION 42) FTE Count Years of Experience Qualification Category FTE Count Years of Experience Qualification Category Movement (“Actual”) Subsection (4) and (5) (7) (9) (3) (4)(6) No Movement (“Adjusted”) Subsection (4) and (5) (8)(10) (3)(5)(7) While this presentation provides a summary of the relevant regulation, for completing the Q&E grid, please refer to the following sections of the regulation for specific guidance. 13

14. Qualification and Experience Quiz Teacher A o Teacher A is a full-time secondary teacher with 4.4 years of experience before the first day of the 2013-14 school year. On October 31, 2013 Teacher A had 4.6 years of experience and qualification category A1. Teacher A was employed for the entire 2013-14 school year and continues to teach in 2014-15. On November 2, 2014 the qualification category is changed to A2 with the change for salary purposes beginning November 2, 2014 Teacher B o Teacher B is a full-time elementary Grade 1 teacher with 0.5 years of experience before the first day of the 2013-14 school year and a qualification category of A1. Teacher B was employed the entire 2013-14 school year and continues to teach in 2014-15. On November 8, 2014 the qualification category is changed to A2 with the change for salary purposes retroactive to the October 24, 2014 Educator C o Educator C is a full-time educator with 2 years of experience before the first day of the 2013-14 school year and is not a member of the College of Early Childhood Educators. Educator C was employed for the entire 2013-14 school year and continues to teach in 2014-15. At the beginning of the 2014 school year Educator C becomes a member of the College of Early Childhood Educators Determine the 2014-15 movement and no movement grid placement for each example 14

15. Teacher A - 2014-15 grid placement No movement grid - Teacher A had 4.4 years of experience before the first day of the 2013-14 school year (therefore round down to 4 years experience) and the qualification category as of October 31, 2013 was A1. Movement grid - Teacher A has a qualification increase November 2, 2014, after October 31, 2014. The salary increase is not applicable until November 2 and therefore will not be recognized until the 15-16 movement grid. Teacher A has one more year of experience before the first day of the 2014-15 school year (5.4) and therefore will be placed in 5 years and A1 15

16. Teacher B - 2014-15 grid placement No movement grid - Teacher B had.5 years of experience before the first day of the 2013-14 school year (therefore round up to 1 year) and the qualification category as of October 31, 2013 was A1 Movement grid - Teacher B has a qualification increase retroactive back to October 24, 2014 and 1.5 years of experience before the first day of the 2014-15 school year. Teacher B is placed at 2 years experience and qualification category A2 16

17. Educator C - 2014-15 grid placement No movement grid – Educator C had 2 years of experience before the first day of the 2013-14 school year but was not a member of the College of Early Childhood Educators as at October 31, 2013. Educator C is place in Any Years of Teaching and in Qualification Category B Movement grid – Educator C has 3 years of experience before the first day of the 2014- 15 school year and as of September 2014 was a member of the College of Early Childhood Educators. Educator C is placed in 3 years of experience and in Qualification Category A 17

18. Which of the following statement (s) is incorrect for the 2014-15 movement and no movement grids 1.Both occasional teachers and the teacher they replace are always included on the grid if the occasional teacher is assigned to provide instruction to pupil’s of the board in a regular timetable in effect on October 31 2014 2.The FTE of a teacher reported on both grids is determined as of October 31, 2014 3.The date to recognize a teacher’s qualification category on the no movement grid is October 31, 2014 4.For the movement grid the number of full years of teaching experience is counted before the first day of the 2014-15 school year, rounded to the nearest whole year 5.A principal has 0.8 FTE of administration time and 0.2 FTE of instructional time on October 31, 2014. For the purpose of Q&E grid reporting, 1.0 FTE should be reported on the grid 18

19. Which of the following statement (s) is incorrect for the 2014-15 movement and no movement grids 1.Incorrect. Only either of occasional teachers and the teachers being replaced will be counted on the grid. Both cannot be counted on the same time. 2.Correct. The FTE of a teacher reported on both grids is determined as of October 31, 2014 3.Incorrect. The date to recognize a teacher’s qualification category on the no movement grid is October 31, 2013 unless the teacher is a new teacher, in which case, the date to recognize a new teacher’s qualification category is October 31, 2014 on the both no movement grid and movement grid 4.Correct. For the movement grid the number of full years of teaching experience is counted before the first day of the 2014-15 school year, rounded to the nearest whole year 5.Incorrect. Only instructional time that a principal or a vice-principal spends part of their time in providing to pupils of the board is counted. As such, 0.2FTE should be reported on the grid. 19

20. Qualification & Experience Quiz From a scale of 1 to 3, rate your knowledge of the qualification and experience allocation after this presentation 1.After today’s presentation you feel you learned something new around the requirements for placement of teachers/educators on the movement or no movement grids 2.After today’s presentation you want to change your career path and work full- time on the teacher qualification and experience movement and no movement grids 3.After today’s presentation you would gladly volunteer to present the teacher qualification and experience allocation portion of the Ministry presentation at the next school board session 20

21. Next Steps & Questions o The 2014-15 Revised Estimates and 2013-14 Financial Statements movement and no movement grids should be prepared considering the requirements outlined in Regulations 76/14 and 120/13 o School boards are encouraged to contact their Ministry Financial Analyst for clarification as required Questions? 21