Nil Exci Report 2015 - New Zealand Educational Institute - From where we sit Putting Children at the Centre Congratulations to you all! NZEI Te Riu Roa members can take a well-deserved

2015

National Executive Report

Contents

NZEI Te Riu Roa National Executive and Te Reo Areare 3

Message from the National President 4

Message from the National Secretary 5

National Executive Report to Annual Meeting 2015 6-27

Te Reo Areare Report to Annual Meeting 2015 28-31

National Executive Action on Resolutions from NZEI Te Riu RoaAnnual Meetings held in 2012, 2013 and 2014 45

Submissions 47

NZEI Te Riu Roa National Advisory and Reference Groups 48

Financial Report for the year ended 31 December 2014 31-44

This report is available on the NZEI Annual Conference website

at www.nzei.org.nz/ac2015. Or use the QR code on the right as a

shortcut to link you to the online version of this report.

© NZEI Te Riu Roa, PO Box 466, Wellington, New Zealand

Phone 0800 NZEI HELP, Fax (04) 385 1772,

e-mail [email protected], nzei.org.nz

National Executive Report | 2015

www.nzei.org.nz/ac2015

It’s got to be about the child.

L to R: Lynda Stuart, Rikki Sheterline, Sara Rogers, Liam Rutherford, Te Aroha Hiko, Virginia Oakly, Louise Green, Bonnie Barr, Manu Pohatu, Alison Gray, Judith Nowotarski, Jan Tinetti, Fiona Matapo, Merearihi Whatuira

Changes: Bonnie Barr resigned June 2015, replaced by Serena Lewis

Front row: Kaareen Hotereni, Winnifred Morris, Mereana White, O’Sonia Hotereni, Koro Alex Waihirere, Ngaromo Beazley, Laura Dunlop, Paeone Goonan

Back Row L to R: Potiki Smith, Margie Robson, Merearihi Whatuira, Ruth Bennett, Te Aroha Hiko, Ripeka Lessels, Max Thompson, Raewyn Himona, Karepa Wall, Lauana Thomas

Absent: Manu Pohatu

Changes: Kaareen Hotereni resigned June 2015, replaced by Tiri Bailey

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT 3

NZEI Te Riu Roa National Executive

Te Reo Areare


www.nzei.org.nz/tereoareare

www.nzei.org.nz/natexec

2015 - From where we sitPutting Children at the CentreCongratulations to you all! NZEI Te Riu Roa members can take a well-deserved

bow for achieving an amazing result this year against enormous odds.

The overwhelming vote of our members against the Investing in Educational

Success policy left the Government in no doubt that they would not be able to

push their flawed plan into our schools.

It was only because of the strong resolve of an overwhelming majority of

you that we were able to get serious traction on a much better way forward –

the Joint Initiative. Unlike the IES, our Better Plan Joint Initiative puts the child

firmly at the centre.

I am hugely proud of the way all our practitioners in schools and early

childhood centres embraced and supported the Joint Initiative.

Our Working Party members have shown an enormous professional

commitment as they’ve travelled the country visiting schools and centres. We’ve

seen some extraordinary examples of successful collaboration focussed on the

child and his or her learning pathway. The Governance Group has also worked

extremely hard and shown huge dedication to the task of developing those

ideas into a plan to move forward.

I look forward to great initiatives identified through the Better Plan Joint

Initiative process being showcased at our Annual Conference - they will

certainly be a much-deserved highlight.

The Joint Initiative has given us a new opportunity to re-invigorate our

thinking and has opened up a whole new range of possibilities of how we can

work together to improve our children’s education.

One thing is certain, in the current political climate we will need to continue

to be vigilant to ensure that every child has the opportunity to be successful.

As educators, we must continue advocating strongly to protect and enhance

our great public education system. I feel extremely privileged to be in a position

where I can, and will, work tirelessly to support the principles of an education

system where real learning takes place and all children receive the very best

education.

Louise Green

NZEI Te Riu Roa President

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT4



The ideology of “system change”Educators have emerged from a particularly challenging year. We have been

instrumental in slowing down the GERM agenda but it’s clear the government is

determined to continue on its course of increased privatisation, globalisation and

“edubusiness”.

We may have thrown the GERM off course over its most high-profile reform

initiative, the damaging Investing in Educational Success policy, but we haven’t

derailed its big-picture reform agenda. We are still faced with a government that’s

intent on a major “system change”. And its direction is clear. In early childhood

education, we’ve seen huge growth in privatisation and private profit-taking – to the

detriment of quality. Despite the concerns over cost and quality, more charter schools

have been allowed onto the education landscape. We’ve seen a direct attack on our

professionalism. This year we saw the removal of the right of teachers to vote for their

own representatives on their professional body.

As we approach the second half of 2015, we’re faced with a fast-tracked review of

special education funding as well as a review of school funding. The really big piece

is the review of the Education Act, going right to the heart of the purpose of our

education system.

This has been a year in which we’ve been taking a strategic long term view. We’ve

begun our New Vision work to ensure that our members’ voices remain strong and we

recapture education from the neoliberal advocates. We need to ensure that what’s best

for children is once again put at the centre of the picture.

We know that a quality public education is the best way to ensure all children have

the opportunity to succeed. And a good education is at the heart of a good society.

We need to push back against privatisation, edubusiness, performance pay/funding

and teacher blaming, and remember the words of international scholar and author,

Yong Zhao: that quality education is about the needs of the individual child, the

fostering of creativity and developing a passion for learning. Sadly, contrast this with

the current global education reforms of standardised testing and performance pay/

funding – education delivery that is not only futile for kids’ learning but also harmful

to them.

Our goal next year must be to keep the needs of the child at the centre of teaching

and learning.

The big questions will be whether the Government can work with educators in

the best interests of children’s education or whether it remains firmly attached to its

predetermined ideology.

Paul Goulter

NZEI Te Riu Roa National Secretary

6

JUNE 2014 Government releases updated IES report

JUNE 2014 Primary school leaders overwhelmingly reject IES scheme

JUNE 2014 Tick for Kids launch

OUR BETTER PLAN:Smaller class sizes to ensure individualised learning

Ensuring all children attend ECE services with 100 percent qualified and registered teachers

Better funding for children with special needs to support 20,000 more kids

Sustainable funding for support staff so teachers can focus on teaching and learning

Support for initiatives that make a real difference for Ma–ori and Pasifika students

Keeping children at the centre of learningThe big conversationPutting children firmly at the centre of education became the key platform for our

campaigning, bargaining and advocacy work this year.

The overwhelming rejection of the Government’s $359m Investing in Educational

Success scheme by primary teachers and principals helped spark a year in which all

our members had the opportunity to get involved in a big conversation about how to

improve all children’s education.

In June 2014 the Government again found itself offside with educators when it

released updated details of the scheme. Following six months of “consultation” with

the sector, none of the key concerns of the IES had been altered.

These concerns centred around a lack of genuine collegiality, lack of targeting

of children, failure to address or acknowledge the real causes of students’ failure to

achieve, inflexibility and lack of evidence about the effectiveness of the new “executive

and leadership” roles.

It was clear that parents, teachers and school communities had been left out of

the discussion despite the fact that the IES represented a huge shift in the way schools

were proposed to be managed.

This set the scene for meetings in primary schools throughout the country in

which teachers and principals overwhelmingly voted against the IES in favour of the

funding being spent directly on children. We called it the Better Plan alternative.

www.standupforkids.org.nz/better-plan


JUNE 2014 Release of CPAG report on child poverty

JUNE 2014 Pasifika Fono in Auckland

JUNE 2014 Ministerial Inquiry into Novopay. Labour announces school donation policy

“This is a $359 million

experiment, but at no point

did the Government ask

parents or teachers how they

thought this huge sum should

be spent for the benefit of

our children. We’ve basically

been told, ‘this is what’s

happening, feel free to argue

for some minor adjustments.’

It is a one-size-fits-all plan

and totally ignores the

particular circumstances of

each school. The Government

has ridden roughshod over

parents’ and communities’

knowledge of what their

school needs.”

NZEI Te Riu Roa

past-President Ian Leckie

Ensuring educators had a strong and authentic voiceOver the following two months, NZEI Te Riu Roa sought the views of all of our teacher

and principal members through meetings at schools up and down the country.

To help support the meetings, NZEI produced a series of videos reflecting the

voice of teachers and helping to unravel the details and implications of the IES. It was

important to make sure that all teachers and principals had a voice over the policy

direction as well as our Better Plan alternative.

In order to help schools in their discussion about IES’ value for money compared

to alternative investments, NZEI developed an online calculator which allowed schools

to make direct comparisons.

The calculator generated hypothetical possibilities for schools based on school rolls

along with the number of roles schools may be likely to get through the IES.

Our overwhelming rejection of the IESAs a result of those in-school discussions and voting in August, a resounding 93

percent of teachers and principals voted “no confidence” in the IES and 73 percent

chose to reject the proposed new roles outright rather than try to change the policy

through negotiation.


This was a very clear mandate with 70 percent

of primary school teachers and principals in 83

percent of schools voting.

The overwhelming rejection of the IES made it

clear that our members were motivated primarily

by kids and their learning and were not lured by

promises of big pay rises for some.

They firmly rejected an education model

based on new tiers of management and the top-

down one-size-fits-all approach of the IES.

September rallies By September, opposition was continuing to grow

and thousands of our members rallied at MPs’

offices calling for a rejection of the IES and to

push for a Better Plan.

JULY 2014 Ministerial Inquiry into Novopay released Ministerial Inquiry into Novopay released

JULY 2014 Labour announces extra teacher policy

JULY 2014 Kahui Whetu meeting in Dunedin condemns govt failure to invest in solutions for Māori and Pasifika


JULY 2014 Upper Hutt schools unite against IES

JULY 2014 Education Amendment Bill reported back to House

JULY 2014 Govt buys Novopay from Talent2

Meanwhile the Government struggled to keep IES alive As the “flag-ship” government education policy, there was overwhelming pressure to maintain the

appearance that the IES was still a viable option. In December the Minister announced the first 11

communities of schools, claiming that there had been 71 expressions of interest.

This was an underwhelming endorsement of the policy, made even more humiliating for the

Minister by the subsequent bemusement and confusion of many of the schools named. A number

of schools were surprised to be included and there are big question marks over the authenticity of

some so-called Communities of Schools.

Strong opposition to IES led to the Better Plan Joint Initiative Our members’ strong rejection of the IES at school

and ECE meetings back in August led to the

development and signing of the Joint Initiative

with the Ministry of Education in December.

This was a big breakthrough and came about

as a direct result of the clear and unequivocal

opposition to the IES and commitment to our

core values of quality public education and

keeping children at the centre.

While it was a difficult environment to

negotiate in, the direction of the Joint Initiative

supported most of the core objectives of the

Better Plan such as the inclusion of ECE, special

education, career pathways and Māori and Pasifika

learning.

It was a big departure from the top-down

managerial approach of the IES and once again

put children firmly at the centre.

Unlike the static and poorly designed IES

Communities of Schools model, the Joint Initiative

model of Communities of Learning would provide

the flexibility to meet the needs of each child

through real collaboration and engaging with

parents and the community. For educators, this

was the best opportunity in many years to look

at genuine system change based on what really

works for children and their education.

MAKI

NG A

REA

L DIFFERENCE FOR OUR KIDS

A BETTER PLAN

JUNE 2014 Ministerial Inquiry into Novopay released Ministerial Inquiry into Novopay released



How we ensured the Joint Initiative was the best approach for kids The Joint Initiative became a big part of NZEI’s focus during the first half

of 2015. In the initial stages, all schools and ECE centres were asked to tell

us about great initiatives they had around innovation and collaboration

and the barriers to rolling out the programmes further.

A 15-member working party was set up which included representatives

from across the sector as well as from the Ministry of Education. The

Working Party spent much of March and April travelling the country

looking at examples of great practice and innovation at grassroots

level. More than 50 visits to schools, ECE centres and meetings with

professionals were held over the two-month period including a national

hui and talanoa. As well, there was an excellent response to our surveys,

with around 600 schools and ECE centres sending us information.

At the end of May the Working Party had the massive job of analysing

the huge amount of feedback.

AUGUST 2014 Regulations on school performance taskforce reports to Cabinet

AUGUST 2014 NZEI releases voting numbers over IES rejection

SEPTEMBER 2014 NZEI welcomes Green Party policy announcement

www.nzei.org.nz/joint-initiative





SEPTEMBER 2014 Thousands support Day of Action for a Better Plan

SEPTEMBER 2014 Revelations of dysfunction at Northland charter school

SEPTEMBER 2014 Government approves 4 new charter schools

“The benefit is the opportunity to bring to the fore the amazing collaborative practices that are going on in schools and together with the Ministry developing a collective understanding of the things that work well because we need to do more of that and we need to share that through from ECE to tertiary”

Tute Porter-Samuels, Working Group member

The four big ideas that underpinned the Joint InitiativeThe school and centre visits along with the huge amount of feedback ensured that we

looked from the “grassroots up” at successful examples of collaboration and transition

already occurring around the country.

As a result, the Working Party came up with four Big Ideas that would underpin

our approach and support the Better Plan direction that our members had voted for in

previous months.

They were that the Joint Initiative:

1. Be guided by a set of principles around our values of being child focussed,

flexible and building on evidence that really works

2. Supports transition between ECE, primary and secondary school

3. Allows more funded release time to allow teachers, principals and support staff,

including across early childhood, to collaborate

4. Supports collaboration being a process not a static model. This would create many

different, optional roles and ways to use resourcing (including release time) that

would provide flexibility to schools and centres in the way they develop, structure

and support a model of collaboration to support children’s learning.

The Joint Initiative would support three out of the five elements of the Better Plan

alternative that teachers voted for back in August. It would include placing greater

emphasis on the contribution of support staff to children’s learning as well as focussing

on students with special needs and Māori and Pasifika learners.

Meanwhile schools continued to resist the IESWhile we worked with the Ministry on developing the Joint Initiative, the Government

continued to pursue the IES. But by June 2015 it was clear that it had failed to

convince the vast majority of our members despite the aggressive sales pitch. Nearly

18 months after the Prime Minister’s announcement, less than ten percent of schools

had signed an Expression of Interest in the scheme.

IES funding captured by better off schoolsNZEI Te Riu Roa analysis of the first 11 communities announced in December showed

that the allocation of resources overwhelmingly favoured the groups of large, high-

decile schools. It became very clear that middle and lower income schools were even

less interested in the IES model because it did not meet their needs.

“We’re seeing inspiring stories and very common threads and as a group we’re trying to tease that out. The variety of approaches, outcomes and context is enormous”

Mark Potter, Working Group member


SEPTEMBER 2014 Minister signals national assessment for years 9 and 10 students

SEPTEMBER - OCTOBER 2014 NZEI Annual Conference

OCTOBER 2014 World Teachers’ Day

Government’s system change plan continuesThe emergence of the Education Council despite strong oppositionThe replacement of the Teachers Council with the new Education Council (originally branded

as EDUCANZ) and the consequent removal of teachers’ voices and our right to elect our own

representatives on our own professional body again signalled a push by the Government for

systemic change in the education sector.

NZEI Te Riu Roa was one of around 1500 individuals and organisations to make a

submission opposing the changes and we also appeared before the Select Committee to voice

our objections.

The changes meant that the Minister will now handpick all members of the new body.

However, in the lead up to the selection, NZEI did what the Government had failed to do.

We embarked on a democratic process with all teachers by calling for nominations for the

new replacement body. We wanted to ensure that our nominations to the Minister for new

council representatives had the backing of our members. That process and subsequent vote

by a national electoral college of teacher leaders resulted in six names being put forward by

NZEI to the Minister. Despite that process, only one NZEI-elected member, National Executive

member Lynda Stuart, was selected by the Education Minister as part of the new nine-

member council.

As well as removing the right of teachers to elect their own professional body, the law

change also made it easier for people without professional registration to act as teachers in

charter schools.

Code of ConductA Code of Conduct for teachers is to be introduced within two years. This brings

fears that the teachers’ voice will be silenced and teachers will have limited

ability to advocate for children and quality public education or to speak out

against policy which they consider will cause harm.

Auditing and moderating of appraisalsThe Education Council will begin auditing and moderating at least 10

percent of appraisals through ERO reviewing documentation and processes

for teachers renewing practising certificates during the regular school/centre

review cycle.

OCTOBER 2014 Raku koreo welcomed back to Aotearoa

OCTOBER 2014 Treasury officials challenged to go without breakfast for one month

OCTOBER 2014 NZEI launches new IES “online calculator”

Regulations Affecting School PerformanceThe Government also pushed ahead with developing major education reform through

a taskforce established to consider “Regulations Affecting School Performance”.

Disguised initially as a minor and overdue tidy-up of tired and outdated

legislation, the taskforce signals major systemic changes to the legislative framework

underpinning the education sector.

NZEI’s submission to the taskforce called on any changes to be evidence-based

and not undermine equity or the right of every child to a free high-quality public

education.

Included in this is the review of the Education Act and the work of the Special

Cross Sector Forum which could have far-reaching implications for the delivery of

education in this country.

Review of Special EducationThe Ministry of Education embarked on an “update” of the Special Education system in

April 2015, aimed at ensuring a focus on achievement, simpler funding and access, and

to make parents, schools and ECE providers more central to decision-making.

NZEI Te Riu Roa alerted members to the update, which signals a major overhaul of

the system in a very short timeframe.

NZEI has been involved in a sector group advising on how to implement additional

in-class support funding for teacher aides to support children with special needs.

We welcomed an increase in ORS funding in the 2015 Budget, which we believe

was a result of advocacy by

NZEI members and parent

and advocacy organisations.

However, NZEI will continue

to advocate lifting the cap

on specialist field staff and

for better overall resourcing

of children with special

educational needs.


OCTOBER 2014 UNICEF report shows “stagnating” child poverty

NOVEMBER 2014 Principals stunned at PM’s downplaying of hungry children at school

NOVEMBER 2014 NZEI survey shows fewer than 8 percent of Auckland principals support IES

Education Funding Review Budget 2015 allocated $10m for a technology platform to support changes to schooling

and ECE funding, confirming the Government’s intention to fundamentally overhaul

education funding. The review will reportedly cover both ECE and school funding and

be completed by the end of 2016. NZEI Te Riu Roa and other sector groups have agreed

a set of principles for any review and intend to fight any moves toward performance-

based funding based on student outcomes. Such funding models increase inequity and

there is little evidence that they boost student achievement.

Charter SchoolsOne of the cornerstones of the Government’s reform agenda became a source of

increasing embarrassment as the year unfolded.

The Northland charter school, Te Kura Hourua ki Whangaruru, had been plagued

with problems since it began and finally the ongoing accusations of truancy, drug

abuse, bullying and understaffing along with a consequent roll drop forced the

Minister to admit the school was at risk of being closed.

The deadline for the school to turn itself around

passed in March 2015 with the Minister failing to

announce a decision on its fate.

The school was set up with more than $2.4

million of taxpayer money, including $620,000

that was used to buy the 81ha farm property

which is in the name of the trust.

Meanwhile the Government approved

four more charter schools in Auckland and

Northland to open in 2015, at a cost of $15.5

million over four years. As of May 2015, none

of the schools have yet met their enrolment

targets. Two of the original five charter schools

had also failed to meet their enrolment target.

Despite these troubles and the effect on the

rolls of public schools already facing falling rolls,

contingency funding for two more schools in 2016-17

was approved in Budget 2015. NZEI continues to argue

that the money would be more effectively spent in

under-resourced nearby public schools.

“Principals and teachers will be appalled that $2.4-million

has been thrown away on a totally dysfunctional

experiment when all around the country publicly-run

schools are being starved of adequate funding.”

NZEI Te Riu Roa past-President,

Judith Nowotarski


NOVEMBER 2014 350 primary teachers receive ACET recognition

NOVEMBER 2014 Kindergarten support staff achieve pay rise

NOVEMBER 2014 National launch of Boards for a Better Plan

All Kids deserve the Best Start

Quality Provision in Early ChildhoodThere have been major shifts in the ECE landscape, with increased

participation rates alongside a major increase and concentration of corporate

ownership. The funding freeze in ECE combined with the rise of private

players has raised questions about the quality of ECE being offered to

children.

Following an investigation published in the spring 2014 edition of

Education Aotearoa, quality in ECE became a focus of media attention. In April

NZEI Te Riu Roa called for a government inquiry into quality issues after a series

of articles in The New Zealand Herald highlighted some specific areas of concern.

In late 2014 NZEI put in a submission to the Productivity Commission and had

a face-to-face discussion with commission staff in response to its report on more

effective social services, which included ECE in its scope.

Our submission focused on the definition of “effective” in relation to ECE services;

showing the importance of defining “effectiveness” so it is synonymous with the

quality of care and provision.

In early 2015, NZEI Te Riu Roa Early Childhood members were very involved in the

Better Plan Joint Initiative. With collaboration and transition being key parts of Early

Childhood education, members were in a great position to share their expertise. ECE

members from around the country contributed to the Better Plan survey and many

took up the opportunity to share their professional knowledge with members of the

working group.

Early Learning Advisory GroupNZEI has been concerned that the Minister’s Early Learning Advisory Group has been

operating under a code of silence since it was formed. We have been particularly

concerned that our requests for information under the Official Information Act

have been declined and that there has been a lack of transparency around any

recommendations the group may be making without proper consultation with the

sector. As a consequence, a complaint lodged with the Ombudsman was upheld and

the next step is that an investigator will progress the case over the coming months.

26 for BabiesThe 26 for Babies coalition is also considering its longer term role, given the defeat

of Labour MP Sue Moroney’s bill to extend paid parental leave to six months. The

campaign has had an impact, with paid parental leave increasing to 16 weeks on 1

April, and will increase by a further two weeks in April 2016. With Winston Peters

winning the Northland seat, there is still a possibility for legislation this parliamentary

term to raise paid parental leave further

www.beststart.org.nz


DECEMBER 2014 Child Poverty Monitor reveals 24 percent of children remain in poverty

DECEMBER 2014 Further revelations of Whangaruru charter school dysfunction

DECEMBER 2014 Government announces first tranche of IES schools

Child advocacy campaigningPoverty and inequality Our focus on inequality as the most significant influence on educational achievement

continued on a variety of fronts this year. We worked with other child advocacy groups

aimed at highlighting the issue of child poverty during the 2014 Election campaign and

in the run up to Budget 2015 in May.

Support for Living Wage campaignThrough the Living Wage campaign we highlighted the impact of low pay on children,

and on support staff working in education who are paid below the 2015 Living Wage

rate of $19.25. NZEI Te Riu Roa is proud to be a Living Wage employer.

Food in schoolsLegislative attempts to expand the provision of food in schools failed, with the Government

denying the child hunger problem. Greens co-leader Metiria Turei adopted the Feed the

Kids Bill after Hone Harawira lost his parliamentary seat, but it was narrowly defeated in

March, as was a similar bill in the name of Labour MP David Shearer.

Housing crisisNZEI Te Riu Roa has also raised the issue of the lack of access to quality affordable rental

accommodation impacting on educational achievement. Government moves to shift

responsibility for social housing on to the charity and non-governmental sector have been

criticised by educators. Figures released by the Ministry of Education showed that in 2013

on average more than half of the students at decile one schools changed schools part way

through the year.

Tick for kids and Get Out and VoteThe Tick for Kids coalition of more than 30 organisations played an active role in the

election campaign, with dozens of NZEI-organised forums held around the country and

a large presence on social media. Post-election, the coalition is determining priorities to

progress through the coalition to maintain a presence leading up to local government

elections.

NZEI Te Riu Roa members around the country also participated in a CTU election

campaign,

Get Out and Vote. Thousands of telephone conversations took place, and online resources

helped promote the election and the importance of voting.

While concerns about declining voter turnout continue, the campaign saw unions work

together on a common goal for the election, and gave members a non-partisan way to talk

about voting.

living wage 4 learning

www.nzei.org.nz/campaigns


DECEMBER 2014 Evolve announces expected $16.6m profit in 2015/16

DECEMBER 2014 Joint Initiative announced

FEBRUARY 2015 Legislation passed to replace Teachers Council with EDUCANZ

Build/GrowGrowing MembershipIn a challenging political environment, NZEI Te Riu Roa staff and member leaders

continued to put a great deal of work into the recruitment of new members and

the retention of current members. Our ability to be influential and to maintain our

prominence in the education sector is dependent on our ability to maintain and grow

our membership numbers.

One critical aspect of recruitment and retention is our ability to continue to

demonstrate the relevance of membership. A core part of the recruitment and

retention strategy has been to ensure that we are providing a range of professional

benefits to members through access to quality professional development. This year

there has been a specific focus on student and beginning teachers in both primary

and ECE.

Support staff have also been a focus, especially with work on the convening of three

major regional support staff professional development conferences in June 2015.

With natural attrition and staff turnover, NZEI Te Riu Roa must recruit about

5,000 new members each year to maintain its current membership numbers.

Leading the professionAdvanced Classroom Expertise TeacherThe first component of our wider primary teachers’ career pathways model to be

negotiated into the PTCA was successfully launched during 2014. NZEI Te Riu Roa staff

worked closely with representatives of the Ministry of Education and the New Zealand

School Trustees Association to develop, implement and monitor all aspects of the

ACET launch.

The later part of 2014 saw the rigorously independent portfolio evaluation process

– a design component hard-fought for by NZEI – most effectively implemented by

the TeachNZ staff tasked with the roll-out. By the end of 2014 around 330 of the 800

allowances available had been allocated.

The early part of 2015 saw a flurry of activity on the part of the joint working group

as feedback from the sector informed adjustments to the policies and procedures

framing each phase of the annual rollout.

A pleasing aspect of the 2015 round has been the absence of the national

prioritisation process used last year to reduce the number of expressions of interest

to the 800 provided for in the settlement of the PTCA. A consequence of this is that

all 371 primary teachers who submitted an eligible expression of interest have been

invited to submit a portfolio for professional evaluation this year.

6 July –

9 July –

8 July –

15 July –

30 July –

Early Aug (check) –

21 August –

2 September –

5 September –

9 Sept –

15 Sept –

25 Sept –

30 sept - 1 October(check) –

5 October –

5 October –

16 October -

17 October (check date)

29 October –

6 November –

6 November –

10 November –

21 November -

21 November – n

2 December –

December –

? December –

5 December –

10 December -

11 February –

11 February

23 March –

24-26 March check –

27 March –

22 April – second tranche of IES schools announced

“NZEI plans to be at the forefront of promoting

change in our education system that has children’s

welfare and educational achievement at their centre”

NZEI Te Riu Roa President, Louise Green

www.nzei.org.nz/acet

19

FEBRUARY 2015 NZEI calls on National Library to halt reference book withdrawal decision

MARCH 2015 NZEI releases analysis showing IES funds captured by high decile schools

MARCH 2015 CPAG report shows children with disabilities more likely to be in poverty

The five-member 2015 portfolio evaluation panel was confirmed in April after a

selection process involving staff from NZEI Te Riu Roa, the Ministry of Education, and

the continuing panel chair Dr Mary Simpson.

While the rigour associated with compiling a portfolio that meets the ACET

professional criteria has provided a new level of challenge to many within the sector, it

has also furnished us with a tangible reference point we can use to gauge our progress

in our continuing QPE journey.

We look forward to further developments as our career pathways work continues to

evolve following possibilities that come out of the Joint Initiative.

PB4LNZEI Te Riu Roa continued its involvement in the annual PB4L conferences, and work

has continued around planning for Auckland later this year. The 2014 conference was

held in Hamilton in September. Keynote speakers included George Sugai, Rob Horner

and Marcus Akuhata-Brown. There were also a number of sessions in which schools

from around the country shared their progress and what they were doing to improve

the culture within their schools to encourage positive behaviour.

During this year the organising committee agreed to establish a trust to

deal with the financial implications of the cross sector group and as part of that

decision NZEI became a trust member.

PLD Review NZEI Te Riu Roa was involved in the Minister’s review of Professional

Learning and Development during 2014. The NZEI President was involved in

this advisory group. NZEI used as many opportunities as possible to support

members to engage with the draft report including a workshop at Annual

Meeting. To date the report from the advisory group is still under consideration

by the Minister. The outcome of the review is likely to have an impact on

future PLD planning.

New Educators NetworkThe New Educators Network was rebranded from YMN (Young and New

Members’ Network) in September 2014. Since then it has continued recruiting,

educating and engaging student teachers through presentations and workshops

at initial teacher education establishments.

These have included ECE and Primary Starting Out Workshops, CV and

Interview Skills Seminars, Primary Relievers Toolkit Workshops, the national

New Educators Network Hui and a variety of local member-led networking and

professional development opportunities.

Another key role has been developing the involvement, leadership and

activism of new educators in NZEI Te Riu Roa at national and local levels.

www.nzei.org.nz/nen


MARCH 2015 Enthusiastic response to Teacher-led Innovation Fund

MARCH 2015 Kidicorp converts to non-profit charity

APRIL 2015 Second tranche of IES schools announced

Te Kete Aronui Te Kete Aronui is a not-for-profit incorporated society that aims to provide professional

learning and development opportunities that may not be available through other

organisations. Learning is driven by members for members. Te Kete Aronui is not funded

from NZEI Te Riu Roa membership fees. Course or other fees charged are designed to

cover the actual costs of providing this course or resource.

Work to date has centred on:

Korero with Scientists The course aims to shift the perception of science as a silo

learning area, to science as being the way to create an environment where children and

teachers alike “get to wonder” and to grow teachers’ confidence about exploration and the

nature of science. A report on the programme commissioned by the MacDiarmid Institute

has been written by Jane Blaikie from NZEI Te Riu Roa.

A long term impact survey suggested that a one-off workshop was not enough to make

a difference in perceptions of science in schools or centres. A revised course model this

year focussed on working with teams of teachers from the same school or centre. This

collegial model aims to help build support networks for teachers who lack confidence in

science experiences, conversations and facilitating science experiences in the classroom.

Primary and early childhood courses will be separate. The course includes scientists

working with teachers to help them plan their classroom activities. The pilot courses for

this new model are in Wellington, Auckland and Christchurch.

Korero with Sarah the Scientist Based on a similar model, Sarah the Scientist

will be working with schools in regional areas.

Reliever’s Toolkit This workshop is designed for New Educators Network members

who find themselves in a relieving capacity at the beginning of the year. Now an annual

event, workshops are taking place throughout the country. The workshops give guidance

around expectations, behaviour management and everything that goes into ensuring a

successful day of teaching and learning for children.

ACET A two-hour workshop for teachers and principals looking at unpacking the criteria

for developing portfolios. This gives guidance around portfolio expectations from teachers

and principals who have successfully gone through the process.

Health and Safety With separate courses for principals and ECE managers and

head teachers, this course addresses the changes to Health and Safety legislation and how

these will impact worksites. Primary courses have been in high demand with 28 courses

completed. Several of these courses were over-subscribed and whenever possible another

course was organised and delivered. Early Childhood Education courses were completed in

Tauranga and Dunedin.

Carrying the Tapa This one-day course is for non-Pasifika teachers to explore

cultural context, effective engagement and effective practice engaging with Pasifika

students and families. It was piloted in Auckland, Wellington and Dunedin. Feedback

from attendees has been overwhelmingly positive with frequent requests for a follow-up

course. The course is a one-day condensed version of the TRCC ‘Carrying the Tapa’ Course.

www.tka.nz

21

MAY 2014 Leaked TiSA document shows Government pushing for education inclusion in trade deal

MAY 2014 NZEI says Budget will force schools to make cuts

JUNE 2014 Minister announces new Education Council

Stronger Together – support staff

New single pay scale for support staffSince the settlement of the SSCA and KRCA in June 2014, a great deal of work has gone into

developing the detail associated with the 27 June 2015 implementation of a new single pay

scale that blends the previously separate Associate and Administrative scales.

Critical aspects of this work have included clause-by-clause variations to the agreement,

the refining and testing of grade descriptors and the development and testing of job

description templates and best practice guidance materials.

Prior to April 2015 the work was divided into two work streams. Throughout the latter

part of 2014, an industrial forum comprising representatives of NZEI Te Riu Roa, the

Ministry of Education and the New Zealand School Trustees Association met fortnightly to

progress aspects associated with the merged scale and the new grade descriptors. Late

in 2014 three NZEI Te Riu Roa support staff members (Alison Gray, Sue Nimmo

and Gaye Parlane) joined the industrial forum to provide that all-important

member voice.

A professional work stream initially charged with developing job

description templates was set up early in 2015. This group again

comprised staff representatives of the three parties, along with NZEI Te

Riu Roa support staff members Helen Burnet, Jasmine Pritchard and Anne

Stephenson-Piper.

In April 2015 the two work streams were merged in an effort to avoid

duplication and increase efficiency.

While there have been frustrations and delays as the various parties pursue

their individual goals, there remains across all parties a strong desire to progress

and complete the work.

Support Workers (MoE) The 2014 bargaining delivered a number of key wins for members that addressed issues

surrounding permanency, tools for the job and proper payment for travel and completion

of notes. This came as part of the establishment of a new category of permanent, variable

hours employees.

The settlement will give support workers an opportunity to develop better career

pathways through the establishment of a forum later this year which will explore

relevant qualifications and recognition of qualifications and opportunities for professional

development.

In addition, the Ministry agreed that support workers will be issued with Ministry of

Education email addresses and better workplace facilities.

The term of the agreement is 24 months from 11 November 2014 to 10 November 2016

with an across-the-board pay increase to all rates of 1.5% and a further increase of 1% on 11

November 2015.

www.supportingsuccess.org.nz


Kindergarten Support Staff CA Professional learning and development was a key component of the KSSCA.

Included in the settlement:

• 24-month term, effective from 1 October 2014

• 1.6% pay increase in the first year and a further 1.2% pay increase in the second year

(effective 1 October 2014/2015 respectively)

• Increase to sick leave entitlement (on a pro rata basis) from five to seven days

per annum

• Introduction of annual appraisal and written job descriptions for all members

• Strengthening of professional development leave and change consultation

requirements

• Commitment to discussion of professional learning and development opportunities

for kindergarten support staff.

Makeover of Education Aotearoa Our popular quarterly magazine, Education Aotearoa was redesigned to give it an

updated look and feel. It had been five years since the last redesign, and research

told us that the magazine was well-read and well liked. However we want to further

increase readership through a fresher design and a new updated website as well as use

the magazine as an effective tool to support our goals and campaigns.

Online CommunicationsSteady growth in online developmentThe online presence of NZEI Te Riu Roa continued to grow throughout the year. Our

main website had around 500,000 page impressions with a fairly regular monthly use.

There were noticeable spikes in traffic in line with the IES vote and the Joint Initiative

activity.

The increasing use of video to support our campaigns led to our Youtube channel

www.youtube.com/user/nzei becoming an important and growing organising

resource.

A major development in 2015 will be a rebuild of the Education Aotearoa website to

align with the magazine redesign, and offer members an improved experience.

Our Facebook groups continue to be very active, particularly the Stand Up For Kids

group which has 9500 members. You can see and access links to our websites and

other web platforms on our online directory page www.nzei.org.nz/online

Upgrade sees progress in IMIS membership system Providing useful resources to groups of members has been a focus for the MyNZEI

area in the last year. Worksite representatives now have their own tab in MyNZEI that

provides a list of members in their worksite. There are more group-specific tabs for

Member Assists and resources for area and branch officials.


www.ea.org.nz


The Annual Conference 2015 website and the registration process was built

entirely on our IMIS membership system. This streamlined the registration

process and also means that attendance, preferences and workshop choices

are logged on membership records. The site was built with a fully responsive

design so it looks great and has full functionality on tablets and mobiles.

Both the development of tools in MyNZEI and the management of events

signal the beginning of IMIS realising its potential as a logistical

and organising tool.

NZEI Heritage The NZEI Heritage website was launched at Annual Conference last year and

continues to grow. There is an ongoing commitment to the programme of

digitising content for the site. New content includes a selection of the NZEI

photographic collection now in the care of the Alexander Turnbull Library,

donations of photograph albums of NZEI branch activities, and

NZEI publications and memorabilia from the 1930s-1990s.

See more at heritage.nzei.org.nz

NZEI banners going to Te PapaThe Museum of New Zealand Te Papa Tongarewa has

formally accepted the donation of two NZEI banners from

the 1990s. The two banners are the Primary Pay Parity

banner featuring the campaign mascot Susan, and the

banner from the Bulk Funding campaign.

The banners represent the two most important

campaigns in the education sector during the 1990s: pay

parity for primary school teachers, and the bulk funding of

teachers’ salaries. This visual record of NZEI activism will

now form an official part of the national memory in the

collection of Te Papa.

Education House renovationsUpgrading of Education House continued throughout the 2014/15 period.

The lobby refurbishment has now been completed, including the installation of

Pasifika art works. Bathrooms have been refurbished on seven of the 13 floors and all

fire doors have been replaced to meet current building code standards.

Feedback from tenants and visitors has been very positive. We also have completed

significant tenant upgrades for NZCER and NZEI. This has involved the replacement of

ceiling tiles, lights and smoke detection systems and the installation or upgrading of

fresh air and air cooling systems. The cooling plant on the roof has also been replaced

giving sufficient cooling capacity to the whole building.

Work in the near future is likely to include the completion of bathroom upgrades

and further upgrades for tenants. This supports our long term vision that Education

House is “a modern office building that is environmentally friendly, accommodating

a community of education, union and related tenants alongside NZEI Te Riu Roa staff

and membership groups”.

heritage.nzei.org.nz


International ActivityGlobal spending on education currently tops $4 trillion, and the private sector sees reform of

schooling and technology as key drivers for them to enter a potentially hugely profitable new

market. One US investment bank has called the privatisation of America’s school system the “final

frontier...the largest market opportunity since healthcare was privatised”.

The biggest player in the education “market” is British publishing giant Pearson, which makes

$8 billion profit a year from education, half in the United States but also in for-profit educational

ventures in some of the poorest countries in the world. In Africa, Pearson is involved in “low-

fee” private schools in Ghana, Kenya and South Africa. Practices include employing unqualified,

poorly trained and low paid teachers, operating on a “pay as you learn system” where families pay

per day, but often expending 25-40% of their family income on fees, and training of teachers for

profit.

In the US, Pearson has capitalised on the 2001 No Child Left Behind Act, which mandated

new standardised tests for millions of US students. The company expanded rapidly over the past

decade and now writes the textbooks and tests, provides software to grade student essays, tracks

student behavior, diagnoses and treats students with special needs, administers teacher licencing

exams and coaches teachers once they’re in the classroom. It also advises principals and operates

online schools. In 2012 it boasted that it was the largest custodian of student data anywhere.

High-stakes testing actively supported by Pearson is out of control, with the most recent example

being Pearson’s clandestine efforts to monitor the social media accounts of parents, teachers and

students.

In the UK, where children are among the most tested in the world, Pearson profit is from

exams at secondary level and administers and marks Key Stage 2 SATs taken by 11 year olds.

Closer to home, Pearson runs the Australian NAPLAN tests. Globally, it is the only company with

a seat on the board of directors of the Global Partnership for Education, which works with the

World Bank and the United Nations to encourage developing countries to invest in education.

Pearson has the contract with the OECD to run the 2018 PISA survey.

Australian Council for Education Research Conference, Adelaide, 16-18 August 2014Judith Nowotarski represented NZEI Te Riu Roa. The conference brought together teachers,

education leaders and policy makers and involved presentations from researchers around

the world.

Independent Education Union of Australia, Sydney, 10 October 2014Paul Goulter gave the keynote address on what NZEI Te Riu Roa is doing in the face of our

education reform challenges. Paul’s address focussed on member activism and leadership.

AEU New Educators Conference, Brisbane, 10 October 2014New educators from Australia, New Zealand and the Pacific were represented at the Australian

Education Union New Educators’ Conference in Brisbane. This conference gave delegates the

opportunity to explore issues facing beginning teachers, as well as develop activist and leadership

skills. NZEI Te Riu Roa was represented by Samantha Bennett (Auckland) and Gina Lockyer.


“Neo-liberal globalisation has been culpable in reconfiguring international education from an essentially social project of global humanism into a technical enterprise of skill development for enhanced national economic competitiveness.”

Walter H Persaud, Mahidol University, Thailand


AEU Aboriginal and Torres Strait Conference, Sydney 18-19 October 2014Judith Nowotarski, Laures Parkes and Manu Pohatu attended the AEU Aboriginal and Torres Strait

Islanders’ conference in Sydney. This was the first time that the AEU Federal has held a national

conference specifically for Aboriginal and Torres Strait Islander members. It was an opportunity

to bring Aboriginal and Torres Strait Islander activists together to hear, debate and learn about

the current national issues and better engage in campaigns affecting Aboriginal and Torres Strait

Islander students and communities.

Education International Education Support Personnel Taskforce Meeting, Brussels, 7 February 2015Jane Porter attended the conference. Education Support Personnel is the internationally

agreed name for support staff. The conference focussed on how to organise and activate ESP in

international and national education union activity. This is a huge area for growth and one that

is mired in complexity. The taskforce agreed on a student-centred strategy, focussing on how

ESP are necessary for ensuring all students can access quality education. They also looked at how

organising and activating ESP can be incorporated into existing international campaigns and work

programmes. It is pleasing to know that in many aspects, NZEI Te Riu Roa is a world leader in our

support staff organising.

AEU Federal Conference, Melbourne, 20-22 February 2015Paul Goulter and Louise Green attended the Australian Education Union Conference in Melbourne.

Highlights included the farewell to Federal President Angelo Gavrielatos who resigned to take up

a position with Education International, working on the Pearson Campaign. There was also an

address by John Hattie, chair of the AITSL and from Bob Lingard on Pearson and their global links.

EI School Leadership Conference, Amsterdam, 3-4 March 2015Louise Green was part of a panel at the conference, focussing on EI policy development on

educational leadership in schools. The speakers looked at how accountability regimes based on

testing undermine collaboration, school autonomy and the professional autonomy of school

leaders and teachers. They requested EI and its member organisations to continue to challenge

this narrow approach to education and accountability.

Education International Orgnet Meeting, Washington DC, 13 March 2015Stephanie Mills attended the meeting looking at a global strategy against education privatisation,

initially targeting Pearson, which is a key driver of the privatisation agenda globally. While

Pearson is yet to operate significantly in NZ, it now has the contract to run NAPLAN (student

testing) in Australia and PISA in 2018. There was good support for a coordinated international

approach to getting national legislation limiting privatisation, “joining up” and spreading research

about Pearson’s activities, and working together on tactics such as action involving Pearson’s

shareholders. Key unions (AFT, NEA, UK’s NUT, Sweden, South Africa, Australia etc) are working

together strategically in this way. Stephanie also met NEA and AFT staff with responsibilities for

charter school organising, student organising and community partnerships.


New Zealand Conferences

Pasifika Fono, Auckland 27-28 June 2014 About 250 education leaders took part in the two-day Leo Pasifika fono in Auckland

in June. A key focus of the conference was tackling inequality and how government

education policies, including IES, were likely to impact on Pasifika children.

Participants took part in workshops focussing on connections and cultural intelligence,

engaging with parent communities and growing Pasifika leaders.

Keynote speakers included the Strategic Planning Adviser for the Tokelau Government,

Lili Tuioti, and Prof Toeolesulusulu Damon Salesa from Auckland University.

Te Kāhui Whetū, Dunedin, 4-5 July 2014The theme this year was inequality in education. The 200 delegates at the conference

called for better resourcing of special education, additional support staff and smaller

class sizes instead of the IES. They also called for training that gives all teachers

cultural skills to work with Māori students.



GROWING CAREER PATHS SUPPORT STAFF CONFERENCESJUNE 2015

DEVELOPING OUR PROFESSIONAL JOURNEY

New Educators Network Hui, Wellington, 11-12 April 2015This highly successful hui provided a great opportunity for some extra professional

development and for new educators to meet others starting out in education. Fifty five

student and new teachers attended from across the sectors and regions and for many

it was their first introduction to NZEI Te Riu Roa activity.

NZEI Rural and Teaching Principals Conference, Queenstown, 27-29 May 2015This conference offered an opportunity for rural principals and teaching principals to

get together and discuss the unique issues that principals in smaller schools face. There

was a wide range of speakers, workshops and activities aimed at providing ideas and

resources designed specifically to help principals in their schools.

Regional Support Staff Conferences, June 2015The Regional Support Staff conferences in June 2015 provided an opportunity for

professional development to help shape ongoing career path development work and

helped highlight the essential nature of Support Staff roles within the education sector.

The conferences were held in Auckland, Palmerston North and Christchurch.


Te Reo Areare ReportKa tau mai rā, ka tau mai rā ki runga tēnā ki tēnā.Tēnei te pō, nau mai te ao i te ātārangi o te rangi.Hoki wairua mai, kia mihitia koe e te whānau o Te Riu Roa e takatu nei i tēnei rāHaere rā haere rā, moe mai rā.

Tērā Matariki ka rewa i te paeNau mai, hara mai te hua o te tauTakiri ko te ata, ka pua te ataKorihi te manu tino awateaTui, tui, tuituiaKo te tangi mai o te kō, kō, korimakoI te atatū, tū ka takatūTihei mouri ora!

Te Kāhui Whetū 2014Te Kāhui Whetū was held in Ōtepoti, Dunedin on 5-8 July 2014. A

vibrant time was held inclusive of whole of union representation

from NZEI Te Riu Roa. Participants explored the many highlights

of the Otago Peninsula; Otakou Marae, the Albatross Colony and

revisiting the significant sites around the ancestors from Parihaka,

Taranaki. Tuku taonga recipients were acknowledged for their many

years of dedication and committment to Mātauranga Māori under

the theme of Arai Te Uru.

Whakahau Kaiawhina TautokoMembers were encouraged to establish celebrations to honour

Support Staff in their kura, and to help make Support Staff Day on

June 10, a success. Activities included morning tea and putaatara

sent out to Kura Whanau profiling Support Staff in the Kura. Support

Staff wore their pink and black t’shirts or dressed in pink and black,

and photo galleries of Support Staff in Kura illustrated their roles.

June 12th/13th, Support Staff Conferences were held in Tamaki,

Palmerston North and Christchurch, where awheawhe were

provided

by members of Miro Māori.

June 27th, new pay scales rolled out for Support Staff.



Whakahau KaiakoA Te Reo Areare Whakahau Kaiako Facebook page is available for korero.

2014 PTLT representatives for Te Reo Areare were Winnifred and Ngaromo, 2015 representatives are

Ngaromo and Tiri. Te Reo Areare PTLT representatives facilitated professional development that included

powhiri, Ngā Whānaketanga, mahi whai and waiata as well as ensuring that ACET applicants received

support around evidence-based portfolios. Tick for Kids was used as a vehicle for Miro Māori to “Orange

up” with all members. Social media has been instrumental in engaging with kaiako across the motu,

promoting te reo me ngā tikanga Māori and recruiting other teachers.

Whakahau TumuakiTumuaki Māori were involved in networking across ‘rohe’, particularly to discuss the impact of Ministry of

Education policy on schools, the most recent being IES. The two tumuaki focus groups held in Tauranga

and Tamaki Makaurau identified a lack of good information dispersed to tumuaki Māori in order to make

informed decisions with a Māori perspective. Te Rūnanganui o Ngā Kura Kaupapa Māori have completed

an analysis of the IES and have directed their kura according to their findings, as have Ngā Kura a Iwi

kura.

Māori Medium Schools U1–U3 with teaching principals have had increased workloads because of

recent and continual policy changes. A need for research into the increasing workload and requirements

on teaching tumuaki is now crucial.

Whakahau Umanga Mātauranga (Special Education)He mihi ki nga Kaimahi Māori o Te Umanga Mātauranga.

Representation on SENRG (Special Education National Reference Group) and the Field Staff Collective

Agreement bargaining team have ensured that Miro Māori members will have access to participate and

engage in issues that affect their service delivery and give them recognition for the mahi they do.

SENRG has given members the opportunity to meet regularly with Peter Hughes (Secretary for

Education), David Wales (Director of Special Education) and Senior Managers of Human Resources to

address work and union related issues.

Strengthening the Kaimahi Māori network throughout the motu is ongoing work.


Whakahau Kōhanga reo E ngā mana, e ngā reo rangatira, e ngā kaitiaki o te kaupapa o ngā kōhanga reo, tena

koutou katoa. Ki ngā kaiako o ngā kōhanga reo kei roto i a NZEI Te Riu Roa, nga mihi

ki a koutou, ngā mihi mo a koutou kaha ki te pupuri ngā wawata a ratou ma, a, ko te

reo rangatira, me ngā tikanga Māori.

Kua arohaehaetia te kaupapa kōhanga reo ki roto i te uniana, a, ka haere tonu ngā

mahi. I tenei wā, kei te aro atu te waka nei ki te kōhi Ki Taiao. Tokoono ngā tauira kua

whiwhi te tohu mo tenei kōhi. No reira kei te kimi tonu etehi tauira kia haere tonu a

Ki Taiao.

Whakahau KōhungahungaMany early childhood kaiako were involved in the election events held around the

motu leading up to the General Election in September 2014. These included using

100,000 conversations, organised community events and pickets outside MP offices

where information was left for MPs to read about concerns within the education

sector. Other election events included supporting Tick for Kids and talking to media

about the negative impact of government policy on early childhood education for all

tamariki and whānau in Aotearoa. “Get Out to Vote” was also a kaupapa that early

childhood teachers supported.

The Ministry of Education set up an Early Childhood Advisory Group to look

at the implementation of Te Whāriki. Judith Nowotarski, with her many skills and

knowledge, was nominated to go onto this group representing NZEI Te Riu Roa.

Best StartThis is the long term plan for Early Childhood looking at 5 stars. It was revisited and

examined and the questions raised about where Māori fit into this plan. Recruitment

has been a focus over the past years to engage early childhood teachers across

the sector to give us a stronger voice to get messages out to the public and the

Government around the impacts of government policy.

New Educators Network Te Kupenga RangatahiWith just two Māori members present at the New Educators Network hui this year,

it is our challenge to encourage more new Māori educators to attend the hui and get

involved. If you have new educators at your kura, have them watch the clip on youtube

to get them hooked in. There’s also a resource outlining the purpose and work of the

network, featuring four profiles of new educators, including a kaiako from Aronui

Tōmua ki Turanga.


www.youtube.com/watch?v=BhTCioP2Upg

[email protected]


Hui Mātauranga MāoriThe Joint Initiative Working Party Miro Māori members were Winnifred Morris, Ripeka

Lessels, Manu Pohatu, Tiri Bailey, Raewyn Himona and Marama Hune, who all visited,

listened and spoke with members and academics around models of good practice.

As part of the Joint Initiative between NZEI Te Riu Roa and the Ministry of

Education, a hui was organised to discuss issues pertaining to Mātauranga Māori.

Topics of conversation included Te Matapihi o Rehua, a Māori Cultural Lens, Te Whatu

Pōkeka, collaboration and transition.

Te Ohu MatarauTe Ohu Matarau has representation from NZEI Te Riu Roa, National Association

Resource Teachers and Advisors Māori (NARTAM), Iwi Partnerships, Kura-ā-iwi, Te

Rūnanga o Ngā Kura Kaupapa, Akatea and the Ministry of Education. In 2012, Te Ohu

Matarau was formed to redesign the Resource Teacher of Māori service. Hui were held

throughout 2012 and a final report called Te Matarau was presented to the Ministry of

Education. In 2014 to the present day, Te Ohu Matarau have reconvened to further this

work to completion.

Takawaenga ReviewTe Reo Areare was an integral part of this review with interviews held with the

facilitator. Te Reo Areare also consulted with Aronui Tōmua. Recommendations

are being implemented.

Te Pae o Te Maramatanga HuiA delegation of Te Reo Areare attended this International Indigenous Researchers

Conference, held at Waipapa marae, Te Whare Wananga o Tamakimakaurau, on

25–27 November. Indigenous Representation came from across the world including

Hawaii, America, Canada, Finland and Aotearoa.


A whole range of research topics were presented from an indigenous perspective

from world renowned researchers. An underlying theme was the importance of caring

for the environment, Papatuanuku, man will come and go but the land remains forever.

Whatungarongaro te tangata toitu te whenua.

Iwi Relationships Miro Māori members have engaged regularly with their iwi to keep them informed of issues

affecting Mātauranga and NZEI Te Riu Roa. Support for Māori Mātauranga through attending

local, regional and national hui and participating in iwi activities e.g. Ahurei and Waitangi

Day, have ensured that the kōrero happens between Māori and the whānau, hapu and iwi.

Participating in iwi education strategy development, implementation and ongoing review

has seen an increase in knowledge about issues affecting Mātauranga and our mokopuna.

NZCTU RūnangaNZEI Te Riu Roa is an affiliate organisation to NZCTU and the NZCTU Rūnanga. National

Executive member Manu Pohatu attended the rūnanga hui in Wairoa with NZEI Te Riu Roa

Matua Takawaenga Laures Park. Māori representatives from various unions around the motu

attended the hui, including EPMU, Unite, PSA, First Union, RMTU, MUNZ, PPTA, Meatworkers,

Nurses, to name a few.

Discussions included local, regional and national issues ranging from lockouts at the

meatworks, to IES. Other NZEI Te Riu Roa members have attended other CTU hui, including

Out at Work and CTU Women’s hui.

Election 2014 – YES MĀORI CAN t-shirtsTe Pipiri Mananui o Ngā Tātāha a Maui Area

Council initiated the campaign cry to alert

whānau hapū and iwi to the election by

using the colour orange and the catch cry,

YES MĀORI CAN printed on the front and iwi

colloquialism printed on the backs of t-shirts.

For example, ‘Koia Koia’– too right I can, ‘Ae

Marika Yes’, – YES definitely. The whakaaro

was disseminated to all Aronui Tōmua and

became a Te Reo Areare election focus. The

orange YES MĀORI CAN t-shirts were seen

in local newspapers, on national television

and almost every Māori hui attended. Kura

adopted an orange t-shirt wearing Friday.

Miro Māori were also involved in sending

letters to MP offices throughout the motu

and visiting these offices en masse.



AEU Aboriginal Teachers ConferenceHeld in Sydney October 2014, our delegation consisted of Judith Nowotarski,

Manu Pōhatu and Laures Park. The purpose for us at this conference was to establish:

• What has happened since 1994/95 - first seat on AEU council, for Aboriginal

and Torres Strait Islanders?

• What has increased the strength of Aboriginal and Torres Strait Islander members

of AEU, what has stayed the same and what has it meant for membership?

• What has flowed on to children?

• What are the points of contact for NZEI/AEU relationships?

This was the first Indigenous Conference for AEU and as such was a time of significance

which involved several speakers, Aboriginal and non-Aboriginal presenting across three days.

For us this was a show of strength for the Aboriginal members but in some spaces a time of

discovery. To conclude we assembled in a timeline of educational involvement which was

then compared to the journey for Aboriginal education – years of union involvement,

potential Treaty involvement, colonisation, sage hands, good hands.

For NZEI Te Riu Roa this culminated in a significant gift from their land to our land.

Treasury – Te Kaitohutohu Kaupapa RawaA presentation by Thomas Haapu and Rachael Robson from Treasury on Improving Māori

Educational Outcomes illustrated Treasury’s vision of Working Towards Higher Living

Standards for New Zealanders. This presentation was focused on the Māori perspective of the

Working Towards Higher Living Standards for New Zealand where the intermediate outcomes

of the Treasury priorities indicate that improved educational outcomes could transfer into

improved economic development for Māori. What they are working on is developing and

building mature, informed relationships with key stakeholders in Māori education and to that

end another time has been scheduled for Te Reo Areare.

World Teachers Day 2014A sunset hui beachside at Turanga on World Teachers Day

closed the year-long Education International campaign of

‘Quality Education for All’. Susan Hopgood, Education International

President, attended the event to hand back the tokotoko

‘Te Amokura’ that travelled the world during this campaign.

www.standupforkids.org.nz/wtd


NZEI Te Riu Roa submissions 2014-2015

February 2015 NZEI Submission on New Zealand’s Fifth Periodic Report under the United Nations Convention on the Rights of the ChildThe submission supported the OECD identification of the impacts of socio economic

status as the problem with education in New Zealand. It also identified other factors

such as the Global Education Reform Movement as adding to inequality in educational

outcomes. It included sections on addressing child poverty and requirements for

success in providing inclusive special education.

February 2015 NZEI Submission to the Law and Order Select Committee on the Policy (Cost Recovery) Amendment BillThe submission stated in summary that the imposition of charges for vetting services

for schools and early childhood centres poses a serious threat to the wellbeing of

children and their families and creates new public relations, cost, and procedural

barriers between police and the communities they serve.

December 2014 NZEI Submission to the Teachers Council on the Consultation Document: Academic Entry Requirement for Candidates without University Entrance Applying for Undergraduate Initial Teacher Education ProgrammesThe submission took the form of commentary in response to the questions presented.

NZEI Te Riu Roa chose to respond to questions under common headings with

particular interest because of NZEI’s work on a range of career pathways for teachers

and the key role of ITE in supporting the future teaching profession.

November 2014 NZEI Submission to the Productivity Commission Inquiry: More effective social servicesThe submission, “A case study on the provision of Early Childhood Education”, raised

crucial questions at a time when data driven policies and privatisation in the education

system are becoming more common.



Resolutions Action taken

AM

12

Report to Annual Meeting – Leading the Profession

2. That this report inform the development of the

shared understanding of teaching as a profession.

National Executive

Fact sheets prepared

to support the

Leading the

Profession round

table session held

during Annual

meeting 2013.

Completed

AM

12

3. That this report support the promotion of

measures to maintain, protect and advance the

professional status of teaching.

National Executive

As AM 12 above On-going

AM

12

Report to Annual Meeting - Educating Pasifika for Success

31. That NZEI Te Riu Roa constitutes a Pasifika

fono for interested members to:

a) Respond to and prioritise issues raised in the

“Education Pasifika for Success” report to Annual

Meeting 2012.

b) Examine and review NZEI Te Riu Roa policy on

Pasifika Education.

c) Establish a communication strategy to

facilitate consultation among the membership on

Pasifika issues.

National Executive

Planning and

reporting

frameworks

established and

a session held at

Annual meeting

2013.

National and

regional fono

organised regular

Pasifika Leadership

meetings

2012 Report

continues to guide

work

Completed

Completed

National Executive Action on Resolutions from NZEI Te Riu Roa Annual Meetings held in 2012, 2013 and 2014

Policy document statement:Remits passed at AGM will be tracked and reported on for three subsequent years:

That NZEI Te Riu Roa adopts as policy the practice of publishing on NZEI’S website,

actions taken by the Institute to implement resolutions agreed to at Annual Meetings.



Resolutions Action taken

AM

12

36. National Executive will investigate options

to “enable relievers to fully participate in NZEI

Te Riu Roa events/activities without suffering

any loss of earnings” and report back at Annual

Meeting 2013.

Manawatu Branch

National Executive

investigated and

reported back to

Annual Meeting 2013

Completed

AM

12

38. That the policy be amended to include 2.1.8 to

state that NZEI Te Riu Roa is opposed to Private

Public Partnerships involving school building or

grounds.

West Auckland Branch

Added to Policy

document as 2.1.8

Completed

AM

13

Funding of Support Staff

14. That NZEI Te Riu Roa adopt as policy and

take action to engage with the leadership of

political parties to seek party policy commitment

to change bulk funding of support staff pay to

incorporating a mix of central and operations

grant funding.

Auckland Branch

The political parties

were lobbied

and the Greens,

Labour and NZ

First all gave some

commitment.

Completed

Policy items added to the 2014 Policy document since Annual Meeting 2014To date no policy items have been added to the policy document since Annual

meeting 2014.


Current 2015 National Executive Advisory Groups plus Special Education National Reference Group contacts

Support Staff National Caucus Kaiāwhina TautokoJulie-Anne Gauld

Jo Vaughan

Jo Westley

Dianna Dean

Sue Nimmo (convenor)

Missy Edwards

Susan Poole

Carol Webb

Monique Jansonius-Albers

Audrey Agnew

Janet Low

Ira Ngerengere

Suzanne Rogers

Alison Gray (National Executive)

Barbara Namana

Principals’ CouncilBarrie Wickens

Charles Oliver (convenor)

Diane Parkinson

Greg Riceman

Hiria Te Moana

Iain Taylor

Janice Shramka

Judy Eagles

Karyn Gray

Leanne Otene

Lynda Stuart (National Executive)

Michelle Bednarek-Burrow

Mike Hogan

Paul Hunt

Peter Hopwood

Peter Verstappen

Ripeka Lessels

Scott Wilson

Sharren Read

Sonya Hockley

Stephanie Madden

Tony Hunter

Douglas McLean

Primary Teachers’ Leadership TeamAmanda McLean

Barb Wallis

Barbara Curran

Glen Law

Anna Rowe-Dean (convenor)

Joy Heremia

Judith Van Kooten

Kaye Webber (deputy convenor)

Kirsten Dolfing

Krystyna Wishnowsky

Lee Phillips

Liam Rutherford (National Executive)

Michelle Ryan

Ngaromo Beazley

Robert Perreau

Tina-Marie Tonks

Tiri Bailey

Maureen Agnew

Early Childhood National CaucusKaren Graham

Sally Wooller

Gaylene Collier (co-convenor)

Teina Hakaraia

Tracey Hall (convenor)

Beverley Kaye

Fiona Mackay

Frances Carrell

Cheryl Nixey

Virginia Oakly (National Executive)

Sarah Schubert

Sandra Tukukino

Erana Chrystos

Jo Young

Special Education National Reference GroupGeoffrey Marchant

John Dwyer

Julianne Watson

Kathy Power

Kaye Hyams

Raewynne Cantwell

Sally Schoon

Stephenie Goldsbury

Te Aroha Hiko (National Executive)

www.nzei.org.nz/contact


2014 Financial Overview2014 was a challenging year for NZEI Te Riu Roa. The increasing pressure from membership reduction

and increased costs meant even closer attention to all aspects of NZEI Te Riu Roa’s operations. The

Government’s unforeseen announcement in January 2014 of the Investing in Education Success model

required an immediate and full blown campaign, with significant additional costs.

Under the stewardship of the National Executive Finance Committee these additional costs were able

to be contained within budget, while the alternative Joint Initiative Better Plan campaign was rolled out.

At the same time, close attention was paid to our external contract costs such as telecommunications.

We were able to secure significant savings, without detriment to service, that enabled us to counter any

reductions in income.

In terms of income, NZEI Te Riu Roa was helped by the continued high returns on our investment

portfolio, as well as a steadying of our membership levels within budget. These improvements have

continued.

While the ‘bottom line” result is pleasing, it is important to note that in cash terms the result is not as

strong. Attention will continue to be paid to our cash flows as part of the overall financial management.

With respect to the balance sheet, considerable attention, time and money was focused on

improvements to Education House. This asset needed some considerable attention in a range of areas,

all of which were very costly. Careful planning of expenditures has resulted in a much improved building,

which has further resulted in continuing high tenancy levels. Education House is NZEI’s biggest asset and

will require continued strategic investment to ensure it is up to standard in a very competitive tenancy

market in Wellington.

NZEI TE RIU ROA Financial report for the year ending 31 December 2014



New Zealand Educational Institute Te Riu Roa

Consolidated statement of comprehensive income

2014 2013

$ $

Income 18,301,613 18,377,859

Expenses 17,419,800 18,357,229

Operating profit 881,813 20,630

Finance income – net 115,330 64,492

Fair value gain on financial assets through profit or loss 557,607 518,670

Investment property fair value loss (27,380) (97,731)

Profit before income tax 1,527,370 506,061

Income tax expense 219,972 378,736

Profit for the year attributable to the members 1,307,398 127,325

Other comprehensive income

– Gain on revaluation of land and buildings 125,773 66,671

– Tax on revaluation / disposal of land and buildings (14,040) 2,334

Total comprehensive income for the year attributable to the members 1,419,131 196,330

2014 HIGHLIGHTS

Financial performanceTotal income decreased by $76,246 due to a combination of an increase in other income of $45,084

and a decrease in membership subscriptions of $121,330.

Total expenses decreased by $937,429, comprising savings from reviews of Information,

Communications and Technology (ICT), whole of fleet management and other operations, and cost

management, as mentioned in last year’s report.

Overall, cost savings were achieved in all areas of operations ($338,619), organizing ($458,501),

governance ($90,909) and Education House Ltd ($49,397). These cost savings result from gains in

operational efficiencies and targeted cost management, and do not affect or reduce the professional

and industrial capacity of the union.


Breakdown of expense categories

Breakdown of income and expense

Subscriptions $ 17,275 94.4%

Rental $ 761 4.2%

Sundry $ 239 1.3%

Commission $ 27 0.1%

Operations $ 12,490 71.7%

Organising $ 3,270 18.8%

Governance $ 869 5.0%

Education House $ 791 4.5%

Expense ($’000’s) $ 17,420

Personnel $ 9,498 76%

Financial $ 2,064 17%

Operations $ 928 7%

Operations$ 12,490 ($’000’s)

72%

Branch / AC levies $ 1,208 37%

Strategic Plans $ 1,013 31%

Int Union$ 391 12%

Membership & Legal $ 368 11%

Communications $ 290 9%

Annual Meeting $ 368 42%

National Executive $ 344 40%

Māori Governance $ 157 18%

Property Administration $ 377 48%

Insurance & Rates $ 321 41%

Repairs & Maintenance $ 93 12%

Income ($’000’s)

$ 18,302

Organising$ 3,270 ($’000’s)

19%

Governance$ 869 ($’000’s)

5%

Education House$ 791 ($’000’s)

4%



Education House Limited (EHL) & investment propertyEHL continued to enjoy good tenant occupancy during

the year. Lease agreements were renewed for major

tenants, on the back of completion of the upgrade work

on Education House – West Block, including tenancy refits

and refurbishment arrangements. This will secure a major

portion of external tenancy income and mitigate future risk.

EHL recorded an operating profit of $221,003, an

improvement of $23,885 (+12%) over the previous year’s

result of $197,118. This is a good result in light of the

maintenance and significant building upgrade work carried

out during the year.

The building upgrade work is now substantially

completed. At 31 December 2014 the fair market value of

Education House – West Block, as assessed by independent

valuers, increased by $900,000 to $8,200,000 (2013:

$7,300,000).

There was investment property fair value loss of

$27,380 (2013: loss $97,731) and income tax expense of

$54,475 (2013: $287,732).

Investments and property portfolioNational Executive is charged with stewardship of

the Institute’s financial resources. This includes

AMP Investment Portfolio, investment (shares) in Trade

Union Centre (Canterbury) Ltd, property and fixed assets.

National Executive regularly reviews NZEI’s

investments and property portfolio to ensure benchmark

market returns are achieved and align with risk/return

characteristics and objectives. This includes consideration

of sociably responsible and ethical investments.

The investment portfolio has recorded gains of $3.1

million since inception (2003/04) with a closing balance

of $6.36 million at 31 December 2014. As reported last year

$1.75 million of the gains has been used for EHL upgrade

work ($1 million) and for projects National Executive

deems to be in line with furthering the aims and objects

of the Institute.

Since inception, the investment portfolio has met

the objectives of providing sustainable income flow and

generating moderate capital growth while at the same time

protecting the real value of the capital. National Executive

is confident that the existing investment policy continues

to be appropriate going forward.

A prudent approach has allowed for investment

gains to be utilised to upgrade Education House – West

Block. Upgrade work was substantially completed at

the end of 2014. It is pleasing to note that the market

value of Education House – West Block has increased by

$1.45 million the past two years, directly reflecting the

upgrade work done. Feedback from tenants has also been

very positive and has resulted in the renewal of major

tenancies at improved rentals and extended terms.

We are particularly proud of the new foyer design that

captures the Treaty-based essence of NZEI

Te Riu Roa. During the latter part of 2014 the main

entranceway and external façade of the building were

renovated in keeping with the lobby improvements. Every

effort will be made to prioritise and maintain Education

House and ensure it fulfils the objective of being the hub

for education and union stakeholders.

Much of the work in 2014 and early 2015 has involved

the refurbishment of the NZCER and two of the NZEI

tenant floors. This has involved the landlord (EHL)

providing new or upgraded air systems, more efficient LED

lighting and replacing the old heavy ceiling tiles. The roof

chiller system was also upgraded and enhanced to have the

capacity to provide chilled water for cooling to all floors of

Education House.

It was reported last year that National Executive had

reviewed the property portfolio of NZEI Te Riu Roa and

considered its approach in light of strategic demands. The

Rotorua Welfare Units were put to market and

sold in May 2015. Proceeds from sale are returned to the

property portfolio and will be seen in the 2016 annual

report.



Income tax expenseConsolidated income tax expense was $219,972

(2013: $378,736). This is made up of current year tax of

$224,676 (2013: $172,111) and deferred tax of ($4,704)

(2013: tax $206,625).

For tax purposes, NZEI is treated as a mutual

association2 and incorporated society with its membership

related activities not for profit. This means that the

subscriptions income is non-taxable, and related expenses

are also non-deductible.

However, income tax is paid on all other income

sources, including gains in financial assets (investment

portfolio) and profits from investment property (EHL).

NZEI Te Riu Roa Reserves fund & Initiatives fundThe NZEI Te Riu Roa Reserves Fund started the year

with a balance of $737,000 of uncommitted funds (2013:

$191,000). A total of $735,000 new commitments were

made to support the Political Strategy ($500,000),

Advancing Quality Public Education ($50,000) and ECE

Growth Organising ($185,000).

Of the $1,915,000 committed in the four years 2011-

2014, $1,507,000 has been spent.

The NZEI Te Riu Roa Initiatives Fund3 started the year

with a balance of $563,000 of uncommitted funds (2013:

$495,000). This was increased by $250,000 of undrawn

levies from 2013 (2012: $543,000). A total of $330,000 in

new commitments was made to Kohango Reo worksites

($216,000), Auckland Media Support ($102,000) and World

Teachers Day ($12,000). The Initiatives Fund had a balance

of $483,000 of uncommitted funds at the end of 2014.

Of the $1,366,000 committed in the four years 2011-

2014, $934,000 has been spent.

National Executive had decided that 2014 would be the

last year for which applications can be made to the NZEI

Te Riu Roa Initiatives Fund. The fund was closed at the end

of 2014 and the uncommitted funds were transferred to

the NZEI Te Riu Roa Reserves Fund.

The total of uncommitted amounts in NZEI Te Riu Roa

Reserves Fund and NZEI Te Riu Roa Initiatives Fund at the

end of 2014 was $971,000 (2013: $1,302,000).

Budget 2015Annual Meeting 2014 endorsed an indicative consolidated

budget for 2015 in which income exceeded expenditure by

$473,443 (FTEs 4:32,000). The final budget approved for

2015 records a consolidated surplus of $271,860 before tax

and other adjustments (2014: surplus $432,720) with FTEs

of 32,000 (2014: 32,200).

The above totals are based on normal operating

activities and income streams. However, from time to time

National Executive may approve activities and projects in

line with the purpose of supporting and furthering the

aims and objects of the Institute. In these instances the

NZEI Te Riu Roa Reserves Funds may be utilized.

2 Mutual association: self governing, non-government and

voluntary with nature of transactions deemed non-taxable. 3 The NZEI Te Rui Roa Initiatives Fund is added to at the beginning

of each year with any undrawn portion of Branch and Area Council

levies budgeted in the previous year. The Initiatives Fund was

closed at the end of 2014 and any uncommitted balance transferred

to the Reserves Fund.




3 Year strategic budget 2016 - 2018 consolidated (indicative only) Year 12016

Year 22017

Year 32018

$ $ $

Income

Subscription income (Note 1 & 2) 17,411,121 17,633,998 18,037,235

External rental income – Education House Limited (Note 6) 828,054 841,851 849,291

CofEE income 150,000 160,000 170,000

Interest income 45,000 45,000 45,000

AMP portfolio investment income 200,000 200,000 200,000

Membership benefits commission 20,000 20,000 20,000

Accounting contract income 61,661 62,585 63,524

Advertising – Education Aotearoa 50,000 50,000 50,000

Sundry income 70,000 70,000 70,000

Total income 18,835,836 19,083,434 19,505,051

Expenditure

Personnel 3,278,278 3,327,452 3,377,364

Financial expenses 509,200 516,838 524,591

National office operations 1,079,800 1,095,997 1,112,437

Regional operations 641,734 651,360 661,130

Māori team operations 56,300 57,145 58,002

Total operations 5,565,312 5,648,791 5,733,523

Regional organising 181,098 183,814 186,572

Māori workplan 25,984 26,374 26,769

Membership support 117,000 120,000 121,800

Membership organising 73,800 74,907 76,031

International activities 200,400 203,406 206,457

Legal services 1,308,422 1,328,049 1,347,969

Branch/AC levies (Note 3) 1,721,024 1,746,839 1,773,042

Inter-Union activities 218,400 221,676 225,001

Communications 288,600 292,929 297,323

Strategic plans (Note 4) 6,477,235 6,685,261 6,631,708

Total organising 10,611,963 10,883,254 10,892,671

National executive 421,400 427,721 434,137

Annual meeting 410,000 420,000 420,000

Māori governance 185,000 190,000 190,000

Total governance 1,016,400 1,037,721 1,044,137

Education House Limited 1,107,729 1,128,128 1,148,815

CofEE 145,000 155,000 165,000

Total expenditure 18,446,405 18,852,894 18,984,145

Surplus before tax 389,431 230,540 520,906

3 YEAR STRATEGIC BUDGET 2016 – 2018 CONSOLIDATED (Indicative only)

Notes:1. Budgeted FTE 2016: 32,000, 2017: 32,250 and 2018: 32,500 (Note B2015: 32,000).

2. Subscription income includes 1.0% inflation adjustment for 2016 and 1.5% for 2017 and 2018 respectively.

3. Branch/AC levies includes 1.0% inflation adjustment for 2016 and 1.5% for 2017 and 2018 respectively.

4. The 3 year budget above is based on normal operating income expenses. Therefore the Strategic Plans budget excludes one off projects that are approved to be funded from the Reserves Fund.

5. Other budget lines are based on actual known expenses, planned and forecasted expenses, plus inflation adjustment of 1.5% in 2017 and 2018.

6. External tenancy income of Education House Limited assumes almost full occupancy.




Subscriptions & resourcesAnnual Meeting 2012 passed a resolution to amend

the Rules of the Institute, approving membership

subscriptions to be adjusted on an annual basis to reflect

movements in the Consumer Price Index (CPI) during the

twelve months period up to 31 December of the previous

year. Such adjustment will not prevent the National

Executive from seeking a subscription increase in any

given year in excess of the CPI movement.

In the year to 31 December 2013 the CPI increased by

1.6 percent. This increase was applied from

21 January 2015. The next increase in January 2016 will

reflect the 0.9% CPI increase for the year ended

31 December 2014.

At the end of 2014, membership was 49,085 (2013:

50,164), which equated to an average FTE figure of 31,754

(2013: 31,664)

SUMMARY OF FINANCIAL STATEMENTSThe summary financial statements are for New Zealand Educational Institute Te Riu Roa (Inc.)

(‘the Institute’) and the Group, comprising the Institute and its wholly owned subsidiary, Education

House Limited.

The summary financial statements are presented in New Zealand dollars, which is the functional

and presentation currency of the Institute and Group.

The summary financial statements are extracted from the full financial statements for the

year ended 31 December 2014, which were authorised for issue on 05 June 2015, and for which an

unmodified audit opinion was given by PricewaterhouseCoopers.

The full financial statements have been prepared in accordance with New Zealand Generally

Accepted Accounting Practice in New Zealand. They comply with New Zealand equivalents to

International Financial Reporting Standards (“NZ IFRS”) and other applicable Financial Reporting

Standards, as appropriate for a public benefit entity.

The Institute (Parent) and Group are designated as public benefit entities (PBE) for financial

reporting purposes.

The summary financial statements comply with FRS 43: Summary Financial Statements.

No events occurred between the date the full financial statements were authorised and the

date the summary financial statements were authorised that require disclosures in these summary

financial statements.

These summary financial statements cannot be expected to provide as complete an

understanding as provided by the full financial statements.

The full financial statements are available by request via email to [email protected].

Acknowledgements The National Executive wish to thank all those agencies

involved in the collection of membership subscriptions.

The voluntary work of treasurers and secretaries of

Branches, Aronui Tomua, Komiti Pasifika and Area

Councils in providing financial management for their

groups is also recognized and appreciated.

Rikki Sheterline

Chairperson

National Executive Finance Committee

August 2015



Louise GreenNational President29 July 2015

Paul GoulterNational Secretary29 July 2015


Consolidated income statement for the year ended 31 December 2014

Consolidated Parent

Notes 2014 2013 2014 2013

$ $ $ $

Income

Revenue 1 18,035,724 18,157,054 17,286,784 18,498,489

Other income 1 265,889 220,805 337,593 292,509

Expenses

Employee compensation and benefits 2 9,497,634 9,508,319 9,497,634 9,508,319

Depreciation and amortisation 2 520,972 597,147 361,483 446,706

Operating lease expense 2 696,363 848,819 1,190,867 1,340,357

Other expenditure 2 6,704,831 7,402,944 5,913,388 6,562,104

Operating profit 881,813 20,630 661,005 933,512

Finance income / (expense) – net 1 115,330 64,492 91,229 43,855

Fair value gain on financial assets through profit or loss 557,607 518,670 557,607 518,670

Investment property fair value (loss) (27,380) (97,731) - -

Profit before income tax 1,527,370 506,061 1,309,841 1,496,037

Income tax expense 4 219,972 378,736 165,497 91,004

Total income tax expense 219,972 378,736 165,497 91,004

Profit for the year attributable to the members 1,307,398 127,325 1,144,344 1,405,033

The consolidated operating profit for 2014 of $881,813 (2013: profit $20,630) includes expenditure incurred through use of reserves accumulated in prior years, $378,455 from NZEI TE Rui Roa’s Reserves Fund (2013:$319,152), and $209,734 from NZEI Te Riu Roa Initiatives Fund (2013:$271,295), a total of $588,189 (2013:$590,447). Excluding these expenditure would have resulted in a consolidated operating profit of $1,470,002 (2013:$611,077).

The above income statement should be read in conjunction with the accompanying notes.

For and on behalf of the National Executive


Consolidated statement of comprehensive income for the year ended 31 December 2014

Consolidated Parent

2014 2013 2014 2013

$ $ $ $

Profit for the year attributable to the members 1,307,398 127,325 1,144,344 1,405,033

Other comprehensive income:

Gain/(loss) on revaluation of land and buildings 125,773 66,671 (10,247) -

Tax on revaluation/disposal of land and buildings (14,040) 2,334 - (1,680)

Other comprehensive income for the year, net of tax 111,733 69,005 (10,247) (1,680)

Total comprehensive income for the year attributable to the members 1,419,131 196,330 1,134,097 1,403,353

The above statement of comprehensive income should be read in conjunction with the accompanying notes.




Consolidated statement of changes in equity for the year ended 31 December 2014

Consolidated Retained Earnings

Revaluation Reserves

Reserves Fund, Initiatives & Legal

Assist Fund

Total Equity

$ $ $ $

Balance as at 1 January 2013 13,133,203 2,784,523 921,889 16,839,615

Profit for the year 127,325 - - 127,325

Gain on revaluation of land and buildings (net of tax) - 69,005 - 69,005

Total comprehensive income 127,325 69,005 - 196,330

Transfer to / (from) Retained Earnings to Initiatives Fund (474,213) (69,000) 543,213 -

Transfer to / (from) Retained Earnings to Reserves Fund (775,645) - 775,645 -

Transfer to / (from) Legal Assist Fund (88,432) - 88,432 -

Utilisation of Reserves Fund 319,152 - (319,152) -

Utilisation of Initiatives Fund 271,295 - (271,295) -

Balance as at 31 December 2013 12,512,685 2,784,528 1,738,732 17,035,945

Profit for the year 1,307,398 - - 1,307,398

Gain on revaluation of land and buildings (net of tax) - 111,733 - 111,733

Total comprehensive income 1,307,398 111,733 - 1,419,131

Transfer to / (from) Retained Earnings to Initiatives Fund (250,779) - 250,779 -



Balance as at 31 December 2014 14,157,493 2,896,261 1,401,322 18,455,077

The above statement of changes in equity should be read in conjunction with the accompanying notes.

Parent Retained Earnings

Revaluation Reserves

Reserves Funds, Initiatives & Legal

Assist Fund

Total Equity

$ $ $ $

Balance as at 1 January 2013 6,914,920 164,200 921,889 8,001,009


Tax on disposal of building - (1,680) - (1,680)

Total comprehensive income 1,405,033 (1,680) - 1,403,353

Transfer to / (from) Retained Earnings to Initiatives Fund (474,213) (69,000) 543,213 -

Transfer to / (from) Retained Earnings to Reserves Fund (775,645) - 775,645 -

Transfer to / (from) Legal Assist Fund (88,432) - 88,432 -

Utilisation of Reserves Fund 319,152 - (319,152 ) -


Balance as at 31 December 2013 7,572,110 93,520 1,738,732 9,404,362


Tax on disposal of building - (10,247) - (10,247)

Total comprehensive income 1,144,344 (10,247) - 1,134,097

Transfer to / (from) Retained Earnings to Initiatives Fund (250,779) - 250,779 -



Balance as at 31 December 2014 9,053,864 83,273 1,401,322 10,538,459

The above statement of changes in equity should be read in conjunction with the accompanying notes.

The NZEI Te Riu Roa Reserves Fund and Initiatives Fund are maintained for the purpose of supporting and furthering the aims and objects of the Institute by such action or means as the National Executive may from time to time deem fit. During the year a total of $250,779 was committed from retained earnings to fund various activities approved by the National Executive (2013 $1,407,290). The Initiatives Fund was closed at the end of 2014 and any uncommitted funds transferred to the Reserves Fund.




Consolidated Statement of Financial Position as at 31 December 2014

Consolidated Parent

Notes 2014 2013 2014 2013

$ $ $ $

ASSETS

Current assets

Cash and cash equivalents 4,473,933 4,219,844 4,054,398 3,192,224

Trade and other receivables 279,853 351,577 270,585 338,483

Financial assets 6,168,402 5,671,740 6,168,402 5,671,740

Total current assets 10,922,188 10,243,161 10,493,385 9,202,447

Non-current assets

Financial assets 257,014 245,881 257,014 245,881

Investment in subsidiary - - 299,998 299,998

Provident fund loans 63,085 68,007 63,085 68,007

Intangible assets 412,303 549,913 412,303 549,913

Property, plant and equipment 3 4,823,080 4,317,876 882,986 868,701

Investment property 4,712,661 4,228,045 300,000 300,000

Total non-current assets 10,268,143 9,409,722 2,215,386 2,332,500

TOTAL ASSETS 21,190,331 19,652,883 12,708,771 11,534,947

LIABILITIES

Current liabilities

Trade and other payables 2,143,593 2,118,544 2,064,829 2,077,445

Income tax payable 91,970 8,039 105,483 53,141

Total current liabilities 2,235,563 2,126,583 2,170,312 2,130,586

Non-current liabilities

Deferred tax liability 4 499,691 490,355 - -

Total non-current liabilities 499,691 490,355 - -

TOTAL LIABILITIES 2,735,254 2,616,938 2,170,312 2,130,586

Net assets 18,455,077 17,035,945 10,538,459 9,404,362

EQUITY

Reserves 4,297,584 4,523,260 1,484,595 1,832,252

Retained earnings 14,157,493 12,512,685 9,053,864 7,572,110

TOTAL EQUITY 18,455,077 17,035,945 10,538,459 9,404,362

The above statement of financial position should be read in conjunction with the accompanying notes.




Consolidated statement of cash flows for the year ended 31 December 2014

Consolidated Parent

2014 2013 2014 2013

$ $ $ $

Cash flows from operating activitiesCash from subscriptions 17,259,215 17,541,264 17,259,215 17,541,264

Cash from property rentals 758,261 779,739 11,904 11,174

Commission income 26,887 31,884 26,887 31,884

Sundry income 239,002 188,922 239,002 212,823

Interest received 138,533 97,420 102,957 76,783

Tax paid (84,508) (134,649) (25,087) (7,815)

Payments to suppliers and employees (16,805,954) (17,394,239) (16,137,165) (16,618,927)

Payments (to) / from (subsidiary)/ parent - - (364,574) (1,843,579)

Net cash inflow / (outflow) from operating activities 1,531,436 1,110,341 1,113,139 (596,393)

Cash flows from investing activitiesPurchases of property, plant and equipment (PPE) (712,989) (794,841) (198,602) (96,727)

Purchases of intangible assets (52,363) (127,110) (52,363) (127,110)

Purchase of investment property (511,996) (520,247) - (520,247)

Proceeds from sale of property, plant and equipment - 503,265 - 503,265

Proceeds from Investment Portfolio - 1,750,000 - 1,750,000

Net cash (outflow) / inflow from investing activities (1,277,348) 811,067 (250,965) 1,509,181

Cash flows from financing activitiesInterest paid on finance leases - (32,928) - (32,928)

Net cash (outflow) from financing activities - (32,928) - (32,928)

Net increase in cash and cash equivalents 254,088 1,888,480 862,174 879,860

Cash and cash equivalents at beginning of the year 4,219,844 2,331,364 3,192,224 2,312,364

Cash and cash equivalents at end of the year 4,473,932 4,219,844 4,054,398 3,192,224

Consolidated Parent

2014 2013 2014 2013

$ $ $ $

Reconciliation of cash generated from operations

Profit after income tax 1,307,398 127,325 1,144,344 1,405,033

Non-cash items- Depreciation 330,999 416,751 171,510 266,310

- Amortisation 189,973 180,396 189,973 180,396

- Investment property fair value loss 27,380 97,731 - -

- Fair value (gain) on financial assets through profit or loss (557,607) (518,670) (557,607) (518,670)

- Intercompany operating lease expense - - - 285,495

- Intercompany income - - - (47,802)

- Deferred tax (4,704) 206,625 - -

- Rental income (2,583) - - -

- Branch/AC levies 11,574 8,946 11,574 8,946

Categorised as financing activities- Finance lease interest - 32,928 - 32,928

- Interest accrual 23,203 - 11,728 -

Changes in working capital- Decrease in trade and other receivables 71,724 268,164 67,898 158,577

- Decrease / (increase) in Provident Fund loans 4,922 (2,987) 4,922 (2,987)

- Increase / (decrease) in trade and other payables 45,226 377,205 (77,396) 136,828

- Increase / (decrease) in intercompany account - - 93,851 (2,466,929)

- Increase / (decrease) in tax payable 83,931 (84,073) 52,342 (34,518)

Cash generated from operations 1,531,436 1,110,341 1,113,139 (596,393)

The above statement of cash flows should be read in conjunction with the accompanying notes.




Notes to consolidated financial statements for the year ended 31 December 2014

1. Revenue and other income

Consolidated Parent

2014 2013 2014 2013

$ $ $ $

Revenue from operations

Subscriptions 17,274,880 17,377,315 17,274,880 17,377,315

Dividend - - - 1,110,000

Rental income from investment property 760,844 779,739 11,904 11,174

Total revenue from operations 18,035,724 18,157,054 17,286,784 18,498,489

Other income

Commission 26,887 31,884 26,887 31,884

Management Fee (EHL) - - 71,704 71,704

Sundry 239,002 188,921 239,002 188,921

Total other income 265,889 220,805 337,593 292,509

Finance income / (expense)

- Interest income on short term bank deposits 115,330 97,420 91,229 76,783

- Interest expense on finance leases - (32,928) - (32,928)

Net finance income 115,330 64,492 91,229 43,855





2. Total expenditure

Consolidated Parent

2014 2013 2014 2013

$ $ $ $

Operational expenditure

Employee compensation and benefits:

- Salaries and wages 8,882,361 8,868,395 8,882,361 8,868,395

- Pension costs (defined contribution plan) 557,616 558,750 557,616 558,750

- Other employment benefits 57,657 81,174 57,657 81,174

Total employee compensation and benefits 9,497,634 9,508,319 9,497,634 9,508,319

Financial and administration expenses 846,545 904,301 846,545 904,301

Depreciation and amortisation 520,972 597,147 361,483 446,706

Operating lease expense 696,363 848,819 1,190,867 1,340,357

National office operations 691,473 676,566 691,473 676,566

Field office operations 188,425 243,063 188,425 243,063

Māori team operations 48,856 50,672 48,856 50,672

Total operations 12,490,268 12,828,887 12,825,283 13,169,984

Organising expenditure

Field office organisation 119,597 139,509 119,597 139,509

Māori workplan 17,420 18,439 17,420 18,439

Membership support 96,629 138,250 96,629 138,250

Membership organisation 64,645 73,997 64,645 73,997

International activities 187,207 179,319 187,207 179,319

Legal services 69,071 94,373 69,071 94,373

Branch / AC levies 1,208,289 1,272,048 1,208,289 1,272,048

Inter-Union activities 203,338 211,300 203,338 211,300

Communications 289,947 292,206 289,947 292,206

Strategies (excluding personnel costs) 1,013,347 1,308,550 1,013,347 1,308,550

Total organising 3,269,490 3,727,991 3,269,490 3,727,991

Governance expenditure

National executive 344,036 389,473 344,036 389,473

Annual meeting 367,895 424,223 367,895 424,223

Māori governance 156,671 145,815 156,671 145,815

Total governance 868,602 959,511 868,602 959,511

Education House expenditure

Education House Ltd 791,443 840,840 - -

Total Education House 791,443 840,840 - -

Total expenditure 17,419,803 18,357,229 16,963,375 17,857,486





3. Property, plant and equipment

CONSOLIDATED Property (valuation)

Computer Hardware

(cost)

Furniture & Fittings

(cost)

Other Equipment

(cost)

Leasehold Imp.(cost)

Work in progress

(cost)

Total

At 1 January 2013 $ $ $ $ $ $ $

Cost or valuation 3,625,384 323,707 201,899 581,803 321,783 199,463 5,254,039

Accumulated depreciation - (155,588) (127,651) (189,201) (247,788) - (720,228)

Net book amount 3,625,384 168,119 74,248 392,602 73,995 199,463 4,533,811

Year ended 31 December 2013

Opening net book amount 3,625,384 168,119 74,248 392,602 73,995 199,463 4,533,811

Revaluation surplus 66,670 - - - - - 66,670

Additions 857,863 44,886 20,922 101,045 15,204 (118,717) 921,203

Disposals (510,000) - - (277,056) - - (787,056)

Depreciation charge (150,441) (92,757) (22,596) (127,796) (23,162) - (416,752)

Closing net book amounts 3,889,476 120,248 72,574 88,795 66,037 80,746 4,317,876

At 31 December 2013



Net book amount 3,889,476 120,248 72,574 88,795 66,037 80,746 4,317,876


Opening net book amount 3,889,476 120,248 72,574 88,795 66,037 80,746 4,317,876

Revaluation surplus 125,773 - - - - - 125,773

Additions / WIP Transfers 438,854 102,793 23,835 4,485 26,709 116,313 712,989

Disposals - (2,559) - - - - (2,559)

Depreciation charge (159,489) (78,521) (27,093) (39,804) (26,093) - (331,000)

Closing net book amount 4,294,614 141,961 69,316 53,476 66,653 197,060 4,823,080

At 31 December 2014



Net book amount 4,294,614 141,961 69,316 53,476 66,653 197,060 4,823,080


3. Property, plant and equipment continued

PARENT Property (valuation)

Computer Hardware

(cost)

Furniture & Fittings

(cost)

Other Equipment

(cost)

Leasehold Improve(cost)

Work in Progress

(cost)

Total

At 1 January 2013 $ $ $ $ $ $ $

Cost or valuation 510,000 323,707 201,899 581,803 321,782 86,130 2,025,321


Net book amount 510,000 168,119 74,248 392,602 73,995 86,130 1,305,094


Opening net book amount 510,000 168,119 74,248 392,602 73,995 86,130 1,305,094

Additions / WIP Transfers 520,247 44,886 20,922 101,045 15,204 (85,330) 616,974

Disposals (510,000) - - (277,056) - - (787,056)

Depreciation charge - (92,757) (22,596) (127,796) (23,161) - (266,310)

Closing net book amounts 520,247 120,248 72,574 88,795 66,038 800 868,702

At 31 December 2013

Cost or valuation 520,247 271,148 184,329 130,814 236,785 800 1,344,123


Net book amount 520,247 120,248 72,574 88,795 66,037 800 868,701


Opening net book amount 520,247 120,248 72,574 88,795 66,037 800 868,701

Revaluation surplus (10,247) - - - - - (10,247)

Additions / WIP Transfers - 102,793 23,835 4,485 26,709 40,780 198,602

Disposals - (2,559) - - - - (2,559)

Depreciation charge - (78,521) (27,093) (39,804) (26,093) - (171,511)

Closing net book amount 510,000 141,961 69,316 53,476 66,653 41,580 882,986

At 31 December 2014

Cost or valuation 510,000 366,847 208,164 135,299 263,493 41,580 1,525,383


Net book amount 510,000 141,961 69,316 53,476 66,653 41,580 882,986

Included within the net book amount of other equipment is $nil (2013: $nil) of assets held under finance lease.

The Group’s land and buildings were revalued on 31 December 2014 by independent valuers, Darroch Limited. Valuations were made on the basis of recent market transactions on arm’s length terms or on a direct capitalisation approach. The revaluation net of applicable deferred income taxes was credited to other comprehensive income.





4. Income taxation Consolidated Parent

2014 2013 2014 2013

$ $ $ $

Income tax expense:

Current tax 224,676 172,111 165,497 91,004

Deferred tax (4,704) 206,625 - -

Tax expense 219,972 378,736 165,497 91,004

The tax on the Group’s profit before tax differs from the theoretical amounts that would arise using the weighted average tax rate applicable to profits of the consolidated companies as follows:

Profit before tax 1,527,370 506,061 1,309,841 1,496,037

Tax expense @ 28% (2013:28%) 427,664 141,696 366,755 418,890

Tax depreciation on buildings adjustment (32,416) 202,891 - -

Non taxable income and expenses (182,943) 6,784 (201,258) (327,886)

Non taxable revaluations 7,667 27,365 - -

Tax expense 219,972 378,736 165,497 91,004

Deferred Tax Consolidated Parent

2014 2013 2014 2013

$ $ $ $

The gross movement on the deferred income tax account is as follows:

Beginning of the year (490,314) (286,023) - 1,680

Income statement (credit) / charge 4,704 (206,625) - -

Equity (credit) / charge (14,040) 2,334 - (1,680)

End of the year (liability) / asset (499,650) (490,314) - -

Consolidated Property Total

$ $

At 1 January 2013 (286,023) (286,023)

Charged to the income statement (206,625) (206,625)

Charged to equity 2,334 2,334

At 31 December 2013 (490,314) (490,314)

Charged to the income statement 4,704 4,704

Charged to equity (14,040) (14,040)

At 31 December 2014 (499,650) (499,650)

Parent Property Total

$ $

At 1 January 2013 1,680 1,680

Charged to the income statement - -

(Credited) to equity (1,680) (1,680)

At 31 December 2013 - -

Charged to the income statement - -

Charged to equity - -

At 31 December 2014 - -

5. Events occuring after balance date

Subsequent to 31 December 2014, the Rotorua Welfare Units that the Group owned in Rotorua was put out to market for sale. The property was classifed as investment property in the Statement of Financial Position as at 31 December 2014 and was held at its fair value of $300,000. The sale process concluded on 20 May 2015 with the property selling for $296,000 (2013: nil)






It’s got to beabout the child.

Documents

Nil Exci Report 2015 - New Zealand Educational Institute - From where we sit Putting Children at the Centre Congratulations to you all! NZEI Te Riu Roa members can take a well-deserved