2020 Vision: A Three Year PlanApril 12, 2017

Budget – Purpose and Guiding Principals

Budget Process and Background

3-year Plan

Status Quo Budget - Budget, Phase 1

SCC Implications & Influence - Budget, Phase 2

Provincial Data

Student Profile

Student Enrolment

NLPS Budget Data

2017-18 Base Budget

District Initiatives

Agenda

The budget is the school district’s financial plan that

reflects the sources of revenues and the allocation of

expenditures to support the school district’s mission,

goals and objectives through the delivery of educational

programs and supporting services.

2020 Vision – Budget Purpose

Helps the Board achieve its mission, vision and goals;

Reflects the district’s educational and operational

plans;

Provides a basis to monitor actual versus planned

expenditures;

Helps communicate how we are utilizing our financial

resources; and

Must be submitted to the MOE through by-law no

later than June 30th.

2020 Vision – Budget Purpose

Complies with the School Act, collective

agreements, other regulatory requirements and

Board policy;

Supports the Learning Framework;

Reflects Board & District Goals, Strategic Plan;

Sustainable in the long-term (not reliant on surplus

to support budget);

Values and recognized the importance of all staff

in promoting student learning ( instructional,

administrative and operational support);

Communication and consultation with

partners/stakeholders;

Transparent process; (continued)

2020 Vision – Budget Guiding Principles

New initiatives are sustainable for at least three

years;

Budget allocations are equitable, understandable,

and predictable;

Budget estimates reflect anticipated costs;

District contingency reserve is established and

maintained;

Ongoing costs should not be greater than ongoing

revenues;

One-time revenues and surpluses shall only be

used to cover one-time costs; and

Encourages efficiencies and best practices.

2020 Vision – Budget Guiding Principles

Provide a variety of pathways for every student to

meet his/her desired learning outcomes;

Optimize support for students’ transitions into our

schools, within our schools, and from our schools;

Maximize success/completion rates for our most

vulnerable students;

Optimize our schools and facilities as safe and

healthy learning spaces and work places;

Maximize supports for student learning and co-

curricular programs;

Optimize the use of technology as a tool to

support student learning; and

Optimize our capacity for system-wide leadership

support and succession.

2020 Vision – Budget Criteria

Funding

Uncontrollable Costs i.e. benefit increases,

inflation

Student enrolment

Class size

Classroom composition

Facility size, configuration & location

Employee working conditions

Factors that Influence the Budget

November 2016: Public forums (Mike McKay)

February 1, 2017: 2020 Vision (Directional

Statement)

February 22, 2017: Presentations (Communications &

Corporate Services)

March 1, 2017: Presentation (Corporate Services)

March 8, 2017: Presentation (Learning Services)

March 2017: MOE Grant Announcements

March 2017: Classroom Enhancement Fund

April 5, 2017: Facilities, Asset Management, Surplus

and Local Capital

2020 Vision Budget

How did we get here?

April 12, 2017: Operating Budget 2017-18

April 2017: Operating Budget 2017-18 with the

Classroom Enhancement Fund

April 2017: MOE – Bylaw Reading

2020 Vision Budget

How did we get here?

Conference Board of Canada (2014)

3rd best among included jurisdictions

and top performing Province

PISA results (2015)

1st in reading

2nd in science

6th in math

New PISA results (2015) show BC students

made improvements in each subject area

compared to 2012.

Celebrating Our Successes

PISA results (2012)

2nd in reading

3rd in science

10th in math

32020 Vision – International Education Statistics

Grade-to-Grade Transition Rates

Has increased from 94% to 96%

for all learners

Has increased 28% overall for Aboriginal learners

from 65% to 83%

Six-Year Completion Rates

Has increased from 79% to 83%

for all learners

Has increased 33% overall for

Aboriginal learners from 48% to 64%

Immediate Transition Rates to Post-Secondary

Has increased from 50% to 53% for all learners

Has increased 4% overall for Aboriginal learners

from 49% to 51%

Celebrating Our Successes • 10-Year trends since 2006-07

4

2020 Vision – Provincial Education Statistics

500,000

510,000

550,000

540,000

530,000

520,000

560,000

570,000

580,000

590,000

600,000

Actual Funded FTE Projected Funded FTE

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Approximately 4,200 more students projected in 2017-18

Key Drivers:

• Migration: Highest inter-provincial migration since 2007; 50% from Alberta

2016 YTD, largely due to BC’s strong economic growth. Federal government has also

elevated immigration levels to highest level (300,000) since the early 1900’s.

• Demographics: A continued annual 1% increase in the birth rate is projected on

average, over the next 10 years

• Transfer from independent schools: 1,000 students transferring on average over

past 10 years; experienced 2,100 transferring in 2014 and 1,350 in 2015

• Student retention: Across all schools in the Province, the annual grade to grade

transition rates and the 6 year completion rate have all increased by 1-3 percentage

points over the last 5 years.

7

2020 Vision – Provincial Education Statistics

Cultural Diversity

Increasing numbers of immigrant students

Upward trend of in-migration from other provinces

Record levels of student immigrants

Special Needs

Increasing numbers of students identified with special needs

Earlier diagnosis resulting in improved supports in place

Aboriginal Education

Restrictions on use of Evergreen certificates

Improved six-year completion rate

Access to provincial exams and BC Dogwood

for students on reserve

Key Areas of Focus Over the Next 3-5 Years

10

2020 Vision - Provincial Goals 3-5 years

11

Classroom of the Future

Increasing use of technology in education

Goal is equal access in urban and rural schools

Rapid growth of tech sector in B.C.

Advance learning for the workplace

Employers expressing need for nimble and adaptive skilled workers

In complement to knowledge development, increasing focus on core

competencies: communication, problem solving, teamwork, and emotional

intelligence

Graduates will likely experience multiple sectors, business lines, and a

variety of roles

Key Areas of Focus Over the Next 3-5 Years

2020 Vision - Provincial Goals 3-5 years

BC Statistics 2012

Overall Regional Socio-Economic Index

Human Economic Hardship, Crime, Health,

Education, Children, Youth

Overall: 19 out of 57 Regions

Children: 13 out of 57 Regions

Youth: 9 out of 57 Regions

Human Economic Hardship: 10 out of 57 Regions

Social Services Index - Children in Care or on Social Assistance

5 schools – High SSI between 37% and 55%

2020 Vision – Students in Nanaimo

2020 Vision – Students in NanaimoVulnerable on one or more scales of the EDI

The Early Development Instrument (EDI) measures the developmental health of kindergarten

population across the province. It measures childhood vulnerability rates, reflecting how

children’s experiences and environments in the first five years of their lives have affected their

development as a whole.

The EDI measures Physical Health & Well Being, Social Competence, Emotional Maturity,

Language and Cognitive Development and Communication Skills & General Knowledge.

EDI WAVEVulnerable on one or more scales

Percent Vulnerable

Nanaimo West

Wave 5 7%

Wave 6 13%

Critical Increase 6 %

2020 Vision – Students in Nanaimo

10

20

30

40

50

60

70

80

90

100

BC-All All Female Male Aboriginal ELL Special Needs

Per

cen

tage

Students

Nanaimo-Ladysmith Public School6-Year Completion Rate

2009-16

2009/10 2010/11 2011/12 2012/13 2013/14 2014/15 2015/16

2020 Vision – Budget Data & Comparators

123,408,516 , 95%

170,000 , 0%

3,531,875 , 3%

2,341,354 , 2%

531,235 , 0%

175,000 , 0%6,749,464 , 5%

Consolidated Preliminary 2017-18 Budget RevenueExcludes Capital, School Generated Funds and Miscellaneous Special Purpose Funds

MoE Grant Other Provincial ISE Tuition Other Revenue Rentals & Leases Investment Income

2020 Vision – Budget Data & Comparators

Instruction82.2%

Operations & Maintenance11.1%

Administration4.2%

Transportation1.3%

Transfers to Other Funds1.2%

Other17.8%

Consolidated Annual Budgets 2017-18 - Includes all funds except Capital, AFG, School Generated and Miscellaneous Special Purpose Funds

Instruction Operations & Maintenance Administration Transportation Transfers to Other Funds

2020 Vision – Budget Data & Comparators

Teachers, 57,702,412 Administrative Officers,

6,424,095

Education Assistants, 10,071,458

Support Staff, 10,591,745

Other Professionals, 3,617,237

Substitutes, 3,922,251

Benefits, 23,809,454

Services / Supplies, 14,519,328

Consolidated Annual Budgets 2017-18 - Includes all funds except Capital, AFG, School Generated and Miscellaneous Special Purpose Funds

Teachers Administrative Officers Education Assistants Support Staff Other Professionals Substitutes Benefits Services / Supplies

2020 Vision – Budget Data & Comparators

FTE by Employee Group (Operating Fund) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 Base

Teachers 737.90 709.75 699.25 692.46 710.12 726.02

Administrative Officers 56.80 57.80 56.63 55.73 54.80 56.80

Education Assistants 225.70 229.51 216.45 215.47 219.80 222.47

Support Staff 257.36 251.65 241.50 224.14 221.55 219.90

Other Professionals 40.50 41.50 39.30 37.30 37.30 40.10

Total FTE 1,318.26 1,290.21 1,253.13 1,225.10 1,243.57 1,265.29

2020 Vision – Budget Data & Comparators

- 50.00 100.00 150.00 200.00 250.00 300.00 350.00 400.00

Teachers

Education Assistants

Support Staff

Administrative Officers

Other Professionals

Student to Staff Ratios

2017-2018 Base 2016-2017 2015-2016 2014-2015 2013-2014 2012-2013

Known Revenue IncreasesEnrolment Projected Increase

2016-17 Amended Budget: 13,693 Students

2017-18 Projected Budget: 13,843 Students

Net Increase: 150 more Students

Known Revenue DecreasesISE student enrolment decrease

Loss of Fortis grant

Loss of rental income – Little Ferns

Base Budget 2017-18 - Increase Revenue of $2.4 M

Recommended: Expense +/-

Teacher FTE due to Enrolment 7.0 FTE +

Secondary Assessment & Curriculum Teacher 1.0 FTE +

Sexual Health Coordinator 0.6 FTE +

Teacher (Vision & Hard of Hearing) 0.2 FTE +

AO’s 3.0 FTE +

EA’s (remove temp increases) 7.1 FTE –

Support Staff (increase wages/decrease temp staff) 4.2 FTE –

Other Professionals (increase wages/succession staff) 1.2 FTE –

Replacement costs (TTOCs adjustment) 118,500 +

Group Benefits (increased wages) 422,443 +

Services and Supplies (various increases/decreases) 874,200 –

Increase transfer to local capital - Technology/Lease 295,000 +

Decrease support from surplus 1,270,000 –

Base Budget 2017-18 - Increase Expense of $2.4 M

2020 Vision – 2017-18 Base BudgetSD68 Annual Budget - Operating Revenue and Expense

2016-2017 Amended

Adjustments2017-2018 Base

Budget% of Total

Details

Operating Revenue

MoE Grant 117,425,588 2,706,160 120,131,748 94.7% Increased enrolment and student learning grant

Other Provincial 170,000 - 170,000 0.1% N/A

ISE Tuition 3,782,272 (250,397) 3,531,875 2.8%ISE student enrolment projection lower than 16/17

Other Revenue 2,367,052 (25,698) 2,341,354 1.8%Loss of Fortis Grant, increased House of Learning grant

Rentals & Leases 535,000 (3,765) 531,235 0.4% Loss of Little FernsInvestment Income 175,000 - 175,000 0.1% N/A

Total Revenue 124,454,912 2,426,300 126,881,212

Operating Expense by CategorySalaries

Teachers 56,637,353 680,587 57,317,940 45.6% Note 1 (refer to appendix A)

Administrative Officers 5,927,565 473,441 6,401,006 5.1% Note 2

Education Assistants 8,301,664 (99,864) 8,201,800 6.5% Note 3

Support Staff 10,522,056 57,749 10,579,805 8.4% Note 4

Other Professionals 3,214,316 376,560 3,590,876 2.9% Note 5

Substitutes 3,764,363 118,501 3,882,864 3.1% Note 6

Total Salaries 88,367,317 89,974,291 71.5%Benefits 22,854,763 422,443 23,277,206 18.5% Note 7

Total Salaries & Benefits 111,222,080 113,251,497 90.0%Services / Supplies 13,393,962 (874,247) 12,519,715 10.0% Note 8

Total Expense 124,616,042 1,155,170 125,771,212

Net Revenue (Expense) (161,130) 1,271,130 1,110,000

Budgeted Prior Year Surplus Appropriation 1,475,330 (975,330) 500,000 Removed unrequired 16/17 surplus leaving Rutherford support only

Net Transfer to/from other funds (Local Capital) (1,314,200) (295,800) (1,610,000)Leases, 17/18 IS Tech Plan and allocation from Student Learning Grant for Elementary iPads

161,130 (1,271,130) (1,110,000)

Net Surplus/Deficit - (0) (0)

The 2017-18 Budget Continues to support the following:

• K- 9 Curriculum and Assessment

• Focus schools

• Active Transportation

• No changes to current transportation routes

• Community Schools

• HR Wellness program

• Updated Facilities Plan

• Technology to the schools and infrastructure

• Social Justice

• Comprehensive Schools – Swim to Survive, Symphony program, NS3

• Continual Roll out of Technology for Learning

• Digitizing records project

• Frank J. Ney expansion project.

2020 Vision – 2017-18 Base Budget

In Addition, new department initiatives, include:

Department of Learning Services: Secondary focus on Assessment and Curriculum (See Alignment next slide with

the Ministry Learning Modernization Project)

Next steps with the Graduation Document, Grades 10 -12

Sexual Health program

Human Resources: NDTA/CUPE Bargaining preparation for 2019

Internal HR Audit

Communications: Increased online presence

Increased Community Engagement

Facilities and Operations: Support for the asset management plan

Secondary – new equipment fund (eg. Home Economic lab equipment update -

Student Learning Grant)

School/classroom based carpenter to focus specifically on LS approved classroom

needs

Information Systems: 10 New Secondary Labs

iPads to elementary schools – two carts/15 per (Student Learning Grant)

Servers at schools

Improvement with district infrastructure

New backup systems

2020 Vision – 3 year Plan for Strategic Priorities

Ministry of Education Learning Modernization Project

K-9 Update

•Curriculum - Implemented at start of 2016-17 year

•Assessment - FSA field testing completed

- refinement continues; classroom assessment guidelines in

development

•Reporting – Online parent engagement and community sessions

10-12 Update

•Curriculum - Timeline extended; full implementation 2018-19

•Assessment - Collaboration with educators and specialists to develop

new literacy and numeracy assessments

•Reporting - Research on best practices underway (aligned to K-9)

•Graduation – Engaging with the K-12 and post-secondary sector to

ensure alignment; survey about External Credentials completed

142020 Vision – 3 year Plan for Strategic Priorities

That the Business Committee receive, as

information, the 2017-18 Preliminary Budget as

recommended by staff.

2017-18 Preliminary Budget