Elk Island Public Schools

1. Elk Island Public Schools 2003/2004 Preliminary Budget Presentation

2. Elk Island Public Schools2003/2004 Preliminary BudgetKey Budget Dates • EIPS Three Year Planning workshop – January 30 • EIPS Leadership Budget Planning Meeting - February 11 • Superintendent’s Council meetings - February 18 & 25 • Board Budget Information Session – March 6 • Provincial Budget announcement - April 8 • EIPS Leadership meetings – March 10 & April 11 • School Council budget meetings - March 14 to April 25 • Budget feedback submissions to Superintendent - May 1 • Detailed budget review by Executive Team - May 5 & 6 • Budget review by Trustees - May 15 & 16 • Public input session on budget - May 15 @ 5 p.m. • Budget approval Board of Trustees - May 22 • Budget deadline from Alberta Learning - June 30

3. Elk Island Public Schools2003/2004 Preliminary BudgetProcess to Date • EIPS preliminary planning indicates that there will be a deficit of $2.4 million in 2002/2003 and a potential operating shortfall, prior to 2% funding increase, of $6.9 million by the end of 2003/2004 • EIPS leaders met on February 11 to discuss alternatives and strategies to resolve the deficit and shortfall positions • Strategies and ideas from the February 11 meeting were discussed and fine tuned by an EIPS leadership team • The Board of Trustees were presented with the strategies and recommendations from the consultations of the leadership team • Estimates were made of the revenues anticipated from Alberta Learning, recognizing that no formal funding announcements have been made • Using these recommendations and estimates, a budget allocation for schools and departments was prepared • Allocation of funds were made to schools and departments the week of March 15, with department budgets to be finalized by April 16, school budgets to be finalized by April 25

4. Elk Island Public Schools 2003/2004 Funding Announcement

5. Elk Island Public Schools2003/2004 Preliminary BudgetProvincial Budget Highlights • Announced overall funding increase of 4.8% • Components of funding increase • Basic grant increase 2% (major source of funding for EIPS students) • Increase of 3% for student transportation funding • Enrolment growth throughout province • Enrolment growth in severe special needs students, 2% increase in grant • Previously announced $20 million for textbooks and other classroom materials • $10 million targeted funding for SuperNet • Continued funding for AISI program • $29 million for teacher pensions • $14 million for various programs, including $9 million for alternative programs, $5 million for curriculum supports • No announcement on Infrastructure funding • Full funding framework details not released as yet • No change to EIPS budget planning as funding announcements were as anticipated by EIPS

6. Elk Island Public Schools2003/2004 Preliminary Budget Provincial Funding Framework Highlights • Framework was reviewed in 2002/03 to ensure • Equity in the distribution of funds • Flexibility to meet students’ needs and local priorities • Framework built on • Flexibility – Boards are empowered • Formulae – to ensure equity • Accountability – to stakeholders, results • Key Factors • Severe disabilities • ESL students • Aboriginal students • Socio-economic status • Dispersion of schools in the jurisdiction • Enrolment growth and decline • Small schools by necessity • Northern location • Relative cost of purchasing goods & services • Board size • School division complexity

7. 2003/2004 $4,454/student (grades 1 to 9) $5,097 per each Grade 10 student who earns 31 credits $2,548.50 per each Grade 10 student who earns less than 31 credits $127.27 per CEU grades 11 & 12 2003/2004 rates reflect a 2% increase from 2002/2003 2002/2003 $4,367/student (grades 1 to 9) $4,997 per each Grade 10 student who earns 31 credits $2,498.50 per each Grade 10 student who earns less than 31 credits $124.77 per CEU grades 11 & 12 Elk Island Public Schools2003/2004 Preliminary BudgetProvincialFunding Framework Highlights Basic Instruction Funding

8. 2003/2004 $13,382/severe physical, mental $11,709/severe behavioral $2,228/ECS student ESL $722/student Teacher Assistants $41.65/student Early Literacy $220/student $39.60 /ECS student Tech. Integration $43/student 2002/2003 $13,120/severe physical, mental $11,479/severe behavioral $2,184/ECS student ESL $722/student Teacher Assistants $41.65/student Early Literacy $220/student $39.60 /ECS student Tech. Integration $43/student Elk Island Public Schools2003/2004 Preliminary BudgetProvincialFunding Framework HighlightsOther Instruction Block

9. 2003/2004 Plant Operations & Maintenance No expected increase in funding rates, no change in funding formula Student Transportation Rural $510/student plus km Urban $435/student Did not receive the 3% grant increase in 2002/2003 Administration - 4% 2002/2003 Plant Operations & Maintenance Funding based on school utilization rate & square meters Student Transportation Rural $495/student plus km Urban $423/student Administration – 4% One Time Grant – approx. 3% funding increase for transportation, ESL, early literacy Elk Island Public Schools2003/2004 Preliminary BudgetProvincialFunding Framework Highlights Support Block

10. Elk Island Public Schools 2003/2004 Preliminary Budget Other Issues

11. Elk Island Public Schools2003/2004 Preliminary BudgetHighlights of Budget Meetings • Modified system-wide school calendar for 2003/2004 • Cancellation/deferral of some professional development • Reduction/restructuring of system level meetings • Cancellation of system initiatives fund • Alternative funding sources to be found for enrichment activities • One year moratorium on technology and capital evergreening programs • Continued review of small schools • Fee increases • Further study to be undertaken on a number of significant issues including special education, language programs, system programs, purchasing, & curriculum services

12. Elk Island Public Schools2003/2004 Preliminary BudgetEffects on Budgets • Cuts to be kept as far away from the classroom as possible • School budgets to be reduced by 2.7% • Schools to receive additional one-time funding of $36 per student for learning materials; effectively reducing the school budget cuts to 2% for 2003/2004 • Central service department budgets to be reduced by 6.2% • Plant operations and maintenance (PO&M) budget funded separately by Alberta Infrastructure, no transfers permitted • Service levels to schools from central services will see some reduction as a result of funding shortfall

13. Elk Island Public Schools2003/2004 Preliminary BudgetAssumptions • Enrolments for 2003/2004 are anticipated to remain consistent with 2002/2003 • The cost for certificated and classified salaries have been estimated to increase by 0% for 2003/2004 • Alberta Learning will increase funding by 2% for 2003/2004 • No funding information has been provided regarding the funding of plant operations and maintenance, so a 0% increase has been assumed • Reduced cash flow and lower interest rates will result in lower interest income

14. Elk Island Public Schools2003/2004 Preliminary BudgetFinancial Highlights • Estimated operating shortfall (net of PO&M); $6.73 million; $6.90 million including PO&M • Funding increase (2%); 1.30 million • Net operating shortfall; $5.43 million • Deferral of evergreening program, system initiatives; savings of $1.04 million • Deficit deferral; $.70 million • Other cost reductions, school closure, fee increases, calendar changes; $.58 million • Reduction to 2003/2004 budgets; $3.11 million

15. Elk Island Public Schools2003/2004 Preliminary BudgetOutstanding Issues/Concerns • Some of the key issues that are a concern to EIPS regarding the funding and budget for 2003/2004 • No collective agreement has been signed for 2003/2004; teachers to lose 3% pension funding; no increase in funding to cover arbitration settlement • Staff reductions, lower service levels due to funding shortfall • No increase in funding for PO & M for 2003/2004; natural gas costs estimated to rise by 32% • Increased costs of fuel for transportation not reflected in grant increases • No recognition of increased technology costs

16. Elk Island Public Schools 2003/2004 Preliminary Budget The End

17. Elk Island Public Schools 2003/2004 Preliminary Budget Questions & Answers