Budget Overview 2009/2010

1. Budget Overview2009/2010 SOUTHWEST HORIZON SCHOOL DIVISION Presenter Brian Spurrill, CMA Secretary Treasurer “It’s clearly a budget. It’s got a lot of numbers in it.” George W Bush (43rd US President)

2. BOARD MEMBERS and SENIOR ADMINISTRATION • Rick Pettinger, Chairperson Souris • Sandra Smith, Vice-Chair Wawanesa • Lynda Hammell, Member Pierson/Melita • Michelle Edwards, Member Deloraine/Waskada • Donna Stewart, Member Deloraine/Waskada • Jacqueline Chapin-Downey, Member Pierson/Melita • Katherine Smith, Member Souris • Henry Maryniuk, Member Souris • Linda Phillips, Member Hartney • Brian Spurrill Secretary Treasurer • Dale Peake Superintendent

3. Agenda Page 1 Revenue Projection for 2009/2010 • Revenue Breakdown overall $18,069,912 • Provincial Dollars • Guarantee From Province (Part Of Formula) • TIG Review (Tax Incentive Grant) • Education Tax Credit • Municipal Levy and Mill Rate of 20.52 Expenditure Review • Expenditures By Program 2009-2010 Projected is $18,103,854 • Total Dollars by Program • Graph Breakdown by Percentage • Expenditures By Object 2009-2010 Projected • Total Dollars by Object • Graph Breakdown by Percentage

4. Agenda Page 2 Budget enhancements: • Teacher staffing (classroom, resource, guidance, career, admin and reading recovery) is driven by formula, as enrolments drop, staffing is reduced based on numbers. • Other offerings are Speech Language, Psychologist, Apprenticeship Program, Mentorship, E-learning, Tech Mentors, Computer Coordinator, Vocational Programs and Band. Vocational and Band are funded through local school decisions. • Additional Staffing is provided in form of Professional Development, (Tech. Mentors, E-learning program) as well the division supports 2.3 FTE for IITV. (E-learning is .65 FTE and Tech Mentors is 1.25 FTE AND IITV IS 2.3FTE) • Educational Assistants are provided by formula for all schools for Level I and they are provided if Level II or III students are funded. • Decentralized budgets - local school budgets funded by division. • NEW for 2009-2010 STUDY MANITOBA – (Mr Peake will discuss) • NEW EARLY LEARNING CENTERS (Mr Peake will discuss) • Immigration (Mr Peake will Discuss)

5. Revenue 2009/2010 Draft • Revenue • Provincial (Breakdown Follows) $9,169,769.00 • Education Tax Credit (Provincial) $1,231,846.00 • T .I .G (Tax Incentive Grant) $295,175.00 • Continued from 2008/2009 • Actual TIG is $641,686 for 2009, for the 2008/2009 Financial Statement we will record $533,666 dollars in TIG Revenue. The 2008/2009 TIG was $406,861, we record it in two financial statement years. (Reason is its paid on calendar year and we convert that to our financial statement year). In 2009/2010 we will record $295,175 ($641,686 *46%), the balance of $346,510 is recorded in the 08/09 F/S. • Municipal and Town $7,159,901.00 • Amount may change assuming a 2010 TIG will be received. • Mill rate may remain unchanged for two years. • Transfers/Other $213,221.00 TOTAL PROPOSED BUDGET $18,069,912.00 • Increase in Revenue Estimated to be 2.79%

6. REVENUETOTAL(Percentage)2009/2010 Draft

7. REVENUE$18,069,912(Dollar Figure)2009/2010 Draft

8. Provincial Revenue 2009/2010 Draft • Revenue-Provincial • Basic Operating Grant $8,251,023.00 • School Building Support $82,620.00 • Vocational Equipment Grant $28,200.00 • Guarantee part of Formula $503,926.00 • Formula Guarantee is IMPORTANT • Payroll Tax Levy $250,000.00 • Promise Years Support $54,000.00 TOTAL PROPOSED PROVINCIAL REVENUE BESIDES TIG AND THE EDUCATION PROPERTY TAX CREDIT EQUALS $9,169,769.00 OR 50.75%. IF WE ADD IN THE TIG AND EDUCATION TAX CREDIT THE PROVINCIAL % IS INCREASED TO 59.20%

9. PROVINCIAL REVENUE2009/2010 Draft

10. Expenditures By Program2009/2010 Budget • EXPENDITURES • Regular Instruction $10,329,204.00 • Special Education $2,396,350.00 • Community Education and Services $75,563.00 • Administration $730,375.00 • Pupil Support Services $513,072.00 • Transportation of Pupils $1,637,790.00 • Operations and Maintenance $1,911,500.00 • Transfers $315,000.00 TOTAL PROPOSED OPERATING BUDGET $17,908,854.00 • Transfer to Capital (Bus Reserve) $195,000.00 • INCREASE IN OPERATING OF 3.41% FROM PREVIOUS YEAR BUDGET

11. Expenditures By Program2009/2010 Budget

12. Expenditures By Object2009/2010 Draft • EXPENDITURES • Salaries $12,970,000.00 • Employee Benefit and Allowances $962,300.00 • Services $1,783,006.00 • Supplies and Materials $1,771,548.00 • Transfers $357,000.00 • Debt Services $65,000.00 TOTAL PROPOSED OPERATING BUDGET $17,908,854.00 • Transfer to Capital (Purchase 2Busses) $195,000.00 TOTAL OVERALL BUDGET $18,103,854.00

13. Expenditures By Object2009/2010 Draft

14. Teacher Staffing • Schools are funded on a Formula basis. The smaller you are the lower your ratio is for staffing. At each enrolment level we have a specific formula. This formula has been in effect for at least five years within Southwest Horizon School Division. • Depending on future funding scenarios formulas may have to change. It has become extremely important that staffing formulas be followed if we hope to balance our budgets. • Formula’s are used for classroom teachers, resource, guidance, career, admin and reading recovery. • ENROLMENT DRIVES NUMBERS

15. Apprenticeship Program • The apprenticeship program is run by Mr. Blake North. This program allows students to get credits while doing every day tasks and making a link back to course credits. The work is paid at set rates and the hours are used to complete course credits. • This is a cooperative program between SHSD and Turtle Mountain School Division

16. Mentorship Program • Not all schools within SHSD take part in the Mentorship program. The benefit to this program is aimed at youth ages 17-29 and it gives them direction toward career opportunities. • The benefit for schools is the ability to have a person/adult mentoring and the Federal Government covers 64% of the salary costs. We potentially have four schools participating in 2009/2010 • This program is shared with Fort La Bosse School Division and the Brandon Regional Health Authority at no cost to SHSD.

17. E-Learning and Vocational • E-Learning will continually evolve and currently we have E-learning support in the form of a trainer at .65 fte, IITV at 2.3 fte and coordinator at .5fte and in school tech mentors at 1.25 fte for division. These programs are evolving and I will ask the Superintendent to discuss. (FTE=Fulltime Equivalent)

18. Educational Assistants • Educational Assistants Level I are staffed based on a divisional formula ratio of 100:1 • This staff can be supplemented by a combination of other budgets. Small Schools budgets have almost doubled for the majority of our schools. Flexibility for all schools. • Each Level II student may get between 62.5% and 100% support from an EA. Level III usually get 100% E.A. support. The Level II grant still does not cover 100% of costs, the division covers the balance.

19. Decentralized School Budgets • Each school within SHSD receives a school based budget. Within this budget is Telephone, Postage, Tuition fee, Maintenance and Repair, Rental and Lease of copier, Supplies, Textbook, Small School Budget, Computer Hardware Budget, Library Budget, PD Budgets and Healthy Schools Grants.

20. Current Facts Provincial Facts • Southwest Horizon Surplus is currently at $653,192 Based on estimated budget this leaves our surplus at 3.65%. School Division surpluses MUST be below 4% as at June 30, 2008 and are expected to stay below 4%. • We do have a bus reserve currently at $260,000 which is outside the above reserve. • Province Announced a 5.25% increase or $53.1 Million dollars. • The Guarantee and the TIG for Southwest Horizon has a larger impact than all other changes within the provincial funding formula.

21. More Facts • Government is still moving toward an 80/20 funding model. Implications of which are unknown. • We have a new three year contract with our local Southwest Horizon Teachers Association from July 1, 2007 to June 30, 2010.

22. Questions?