Education. Planning Funding Staffing Alberta. Initiative for

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1 2011 / Operating Budget Holy Spirit Roman Catholic Separate e Regional Division No. 4 NOVEMBER 2011 Prepared by: Lisa Palmarin, CGA, CSBO Secretary Treasurer Holy Spirit Catholic Schools Street B N Lethbridge, AB T1H 2L7 Phone: palmarinl@holyspirit.ab.ca Operating Budget 2009/2010 Updated Fall 2009 Page 0

2 Table of Contents Executive Summary... 1 Education Planning / 2012 Budget Highlights Reinstatement of Previously Reduced or Eliminated Funding... 3 Funding for Students with Severee Disabilities Plant Operations and Maintenance... 5 Transportation... 5 Board Governance and System Administrationn... 5 Enrolment... 7 Staffing... 8 Class Size / 2012 Operating Budget... 9 Expenses by Object School Site Budgets Detailed Budgets Holy Spirit Roman Catholic Division No 4 Consolidated Budget Instruction Summary Plant Operations and Maintenance Capital and Debt Services Transportation Board Governance and System Administrationn Instruction Detailed Budgets Learning Services Alberta Initiative for School Improvement (AISI) French Language Project Technology (Instruction) / 2012 Operating Budget November 2011

3 Technology (Network Operations) Religious Education Services First Nations Metis Inuit (School Support) NIITOOHPOOKSOOPP Program Unit Funding(PUF) ECS Mild Moderate (Pre K) Student Services (Divisional Support) Student Services (School Support) Family School Liaison Counsellorss / SHIP Adaptive Behavioural Classroom Program (ABC) CARE Program Common School Instruction Support Costs Individual School Budgets Sch 41 Assumption School Sch 43 Ecole St. Mary Sch 44 St. Patrick Fine Arts Sch 45 St. Paul School Sch 46 Catholic Central High School Sch 47 St. Francis Junior High School Sch 48 Children of St. Martha School Sch 49 Father Leonard Van Tighem School Sch 50 St. Catherine Picture Butte Sch 51 St. Joseph School Sch 52 St. Mary's School Taber Sch 53 St. Michael School Pincher Creek Sch 54 St. Patrick School Taber / 2012 Operating Budget November 2011

4 Executive Summary In developing the divisional operating budget, Principals andd Senior Administrators were guided by the following core commitments that describe the value of stewardship within our school division: We ensure thatt our resources and efforts best serve the educational needs of all our students. We are accountable to our supporters and will operate in a fiscally responsible manner. We ensure thatt decisions are both fact and policy based. We support and provide processes whichh promote fair and objective decision making. We communicate in an open and transparent manner. The 2011 / 2012 operating budget has been developed within the guidelines of the Funding Manual for School Authorities provided by Alberta Education. The funding framework for K to 12 Education in Alberta is based on the three pillars of equity, flexibility and accountability. The funding framework is a method used to distribute funding from the province to school divisionss in a consistent and equitable manner. 98% of provincial funding is flexible, which provides school boards with the flexibility to spend based on student needs and local priorities. The funding framework also requires thatt school boards be accountable for how funds are spent and to ensure outcomes are achieved with continuous improvement over time. While funding from Alberta Education is provided on a per student basis, such an allocation method to each of our thirteen schools would most certainly result in significant inequities. For this reason, resource allocations to individual schools are based on the individual needs of each school. This is consistent with the way in which the 2010 / 2011 operating budget was prepared. Teacher allocations were made in collaboration with the Deputy Superintendent and school Principals. These allocations were based in large part on the number of students in each grade. Additional allocations have been made since September 30, 2011 in order to adjust for higher than expected enrolment. Teacher allocations in K 3 were made to ensure thatt class sizes in division 1 were reduced. Class sizes in grades 4 6, 7 9 and have increased due to insufficient funding. Each school has received an allocation for administration. Each school has received a per student allocation for resources. Allocations for students with severe disabilities weree made in collaboration with the Director of Student Services, the school Principals, and the Deputy Superintendent. Additional allocations have also been made for students requiring ESL supports, as well as for ECS students with mild and moderate delays. The school division s budget is balanced for the 2011 / 2012 school year. However, operating reserves of $765,929 will be used in order to balancee the budget. Certificated staff reduction of.92 FTE; and 2.97 FTE increase in non certificated staff / 2012 Operating Budget Page 1

5 Education Planning Each year, school divisions and individual schools are required to submit a Three Year Education Plan and corresponding Annual Education Results Report. The Three Year Education Plan is a comprehensive document that utilizes data from Provincial Accountability Pillar Reports, Diploma Exam and Achievement Test results, and local survey feedback to illustrate how the school division will meet the goals of the Province of Alberta. The Annual Education Results Report provides stakeholderss with information pertaining to the attainment of the provincial and local goals set out in the Threee Year Education Plan. Alberta Education requires that both of these documents be submitted by November 30 th. The priorities of the division weree established through a public consultation process in March Trustees, administrators, staff, parents and community members participated in the public consultation. Based on the feedback from the public consultation, the Board of Trustees set the following priorities for the 2011/ /2012 school year: 1. Catholic Identity To enhance faith formation and permeation of faith for staff and students To develop a strong relationship with the diocese andd local parishes To enhance Catholic leadership capacity 2. Success for all students To ensure highh quality teaching and learning To provide programming for all studentss To enhance FNMI learner success To maximize support to classrooms 3. Generative Governance To allocate budget to support programs within a fiscally constrained environment To effectively communicate with staff and stakeholders To continue to advocate for adequate funding To support the multi faceted role of school administrators From these priorities a divisional Continuous Improvement Plan was created, which serves as a working document providing direction to the Board and Senior Administration. School administrators also use the tenets of this document, along with the consultative feedback from their respective communities, to determinee how these priorities will be implemented in theirr schools and to establish their own school based Continuous Improvement Plan. The Continuous Improvement Plans and Three Year Education Plans weree developed in conjunctionn with the budgeting process / 2012 Operating Budget Page 2

6 2011 / 2012 Budget Highlights Reinstatement of Previously Reduced or Eliminated Fundingg In October, 2011, Alberta Premier, Allison Redford announced the reinstatement of $107 million in funding to education that was previously cut in the Spring off Holy Spirit Catholic Schools portion of this funding is $666,740. All previously reduced or eliminated funding detailedd below has been allocated to staffing. Additional Grant Funding Allocation Stabilization Alberta Initiative for School Improvement Small Class Size Grades 4 to 6 Enrolment Growth and Decline Enhanced ESL Intra jursdiction Distance Classroom and Community Supports $ 19, , ,869 15,925 25,996 21, ,203 $ 666,740 In addition to the above grants, the government also reinstated the fuel price escalation grant for the 2011/2012 school year. This grant is allocated to the transportation budget and is estimated to be approximately $83, / 2012 Operating Budget Page 3

7 Funding for Students with Severe Disabilities The school division will continue to face challenges in providing adequate servicess to studentss with severe disabilities. The funding from Alberta Education for students with severe disabilities has remained unchanged since September The division will receive funding in the amount of $2,947,235 for 2011/2012. This is based on a frozen fundedd student count of 179. As illustrated in the table below, the funding does not meet the needs of the school division in terms of the supports needed to provide adequate services to our students. As a result, the school division is compelled to use money from other sources in order to meet the needs of our students. In 2011/ /2012, the estimated additional support to special education will be $737,690 [2010 / 2011 $1,203, 832] in excess of funding. An additional $74,166 has been allocated to educational assistants in schools since the preliminary budget was first approved in May This was necessary in order to meet the increased needs in schools / 2012 Budget / 2011 Actual Variance Severe Disabilities Funding $ 2,947, $ 2,947, $ Budgeted Allocations: ABC Program Support CARE Program Support St. Paul School St. Francis School Catholic Central High School Student Services Division Support Family School Liaison Counsellors/SHIP Education Assistants in Schools Funding Shortfall 223, , , , , (14,927.00) (48,059.00) (112,114.00) 112, (112,114.00) 117, (117,114.00) 183, , ,029, ,684, (737,690.00) 170, , ,919, ,028, (1,081,055.00) 12, (61,618.00) 110, (343,365.00) 343, / 2012 Operating Budget Page 4

8 Plant Operations and Maintenancee The operations and maintenance of the school division s facilities will be confronted with inadequate funding to provide for the satisfactory maintenance of schools in 2011/ For the second year in a row, Alberta Education has provided no increasee in its grant rate for the operations and maintenance of school division buildings. Funding is based on enrolment figures from September 30, The funding for 2011/ /2012 will be only marginally higher than 2010/2011. This presents a significant challenge for the school division as wages for maintenance and caretaking staff will increase by 4..5%, and the costs for utilities and general maintenance continue to escalate. $130,919 from plant operations and maintenance operating reserves will be used to balance this budget. This will deplete all operating reserves in this area. Transportation It is anticipated that the cost of transporting students will increase by 10% in 2011/2012. The implementation of a transportationn user fee for students who do not qualify for transportation funding has assisted in offsetting rising costs. Funding for transportation for the coming year should be adequate. However, this is assuming no additional routes are added to the system. The cost of adding one bus to the transportation system is approximately $60,000 per year. Should an over expenditure occur as a result of the addition of new routes, the transportation reserve of $215,515 will be able to absorb the costs. Board Governance and System Administration Alberta Education restricts the amount of money a school board may spend on board governance and system administration. The allocation for administration is based on enrolment and total operating expenditures. This maximum allowable allocation ranges between 4% and 6%. It is estimated thatt 4. of total operating expenditures will be spent on administration. The total Board Governancee and System Administrationn Budget is $2,128,360. Operating Reserves Operating reserves for the year ending August 31, 2011 were $2,173,634. Of this balance, $280,205 is internally restricted for the teacher professional development. The remaining $1,893,,429 is available to offset funding shortfalls in future years. It is anticipated that $765,928 of operating reserves will be used in 2011/2012. Instruction $ 1,462, 571 Teacher Professional Development 280, 205 Plant Operations and Maintenance 130,919 Transportation 215, 515 Administration 84,424 $ 2,173, / 2012 Operating Budget Page 5

9 Capital Reserves and Board Fundedd Capital Expenditures The Capital and Debt Services budget includes an allocation that allows for the transfer of funds to capital reserves equal to the estimated annual amortization of unsupported capital assets. Without this allocation, the school division is unable to set aside funds forr future capital expenditures such as busses, maintenance vehicles, other maintenance equipment, and photocopiers. As assetss are depreciated, funds need to be set aside for the replacement of those assets at the end of their useful lives. Capital reserves for the year ended August 31, 2011 were $929,700. The following table illustrates the board funded capital expenditures budgeted for 2011/2012. These expenditures will be made from capital reserves. The table also illustrates the transfer to capital reserves from operations. Estimated Capital Reserves, August 31, passenger bus CARE Program $ 75,000 Snow removal machinery for schools 60,000 Photocopiers 65,000 Total capital expenditures Annual transfer to capital reservess from operations Estimated capital reserves, August 31, 2012 $ 929, , ,300 $ 1,130,000 Indicators of Financial Health Alberta Education has established indicators of financial health to assistt school divisions in monitoring their operations. The short term indicators include a strong budget process that allows a Board to determinee and prioritize its needs, set clear budget assumptions, and ensure the fiscal plan is realistic and balanced. The Board of Trustees of Holy Spirit Catholic Schools firmly believes in spending today s dollars on today s students. However, the Board also believes in the importance of establishing operating and capital reserves. Alberta Education considers an accumulated operating surplus to expense ratio of between 1% and 4% to be a long term indicator of good financial health as it provides Boards with the ability to draw on savings during years when funding is not sufficient. While the A.O.S. to expense ratio for the 2010/20111 fiscal year is 4.5%, this is expected to decrease to 2.8% by the end of the 2011/ /2012 fiscal year. Capital reserves are surplus funds that have been internallyy restricted for the purchase of equipment, vehicles and buildings not supported by capital funding from Alberta Infrastructure. The provincial average of capital reserves per student for similar size school divisions in 2009/2010 was $332 [Holy Spirit $152]. Holy Spirit s capital reserves per student are expected to reach $267 by the end of the 2011/2012 fiscal year / 2012 Operating Budget Page 6

10 Enrolment Total enrolment declined by full time equivalent (FTE) students from the 2010 September enrolments. Enrolments, however, are higher than first estimated in the Spring. This is due in large part to an unanticipated increase in students at both schools in Taber as well as higher than expected enrolment at Catholic Central High School. The biggest decline in enrolment continues to be at the senior high school level. This trend is expected to continue for the next few years. Below are actual K 12 enrolments in each of our 13 schools, with comparisonss to actual enrolment figures to September The enrolment figures below also include funded pre kindergarten students. Pre K figures at individual schools are not inserted until the Fall of each year. Therefore the spring estimates appear as a separate line item for comparative purposes. A kindergartenn student is equivalent to a.5 FTE. Sept 30 Actual 2011 Spring Estimate Variance 2010 Sept 30 Actual Variance Our Lady of Assumption School Ecole St. Mary St. Patrick Fine Arts St. Paul School Catholic Central High School * St. Francis Junior High School ** Children of St. Martha School Father Leonard Van Tighem School St. Catherine School St. Joseph School St. Mary's School Taber St. Michael School St. Patrick School Taber funded Pre K estimate*** , , (3.50) (9.00) (4.00) (2.50) (63.00) , (8.00) (16.00) (89.00) (1.00) 3.50 (15.00) (14.50) (1.00) (66.50) * Includes Trinity Learning Centre **Includes CARE Campus ***Included in school totals in Fall 2011 / 2012 Operating Budget Page 7

11 Staffing Due to higher than estimated enrolments and the reinstatement of previously reduced or eliminated funding, school based certificated staff will increase by FTE from what was originally budgeted in the Spring. This is a decrease of.92 FTE from the 2010/20111 budget. A decrease in teaching staff can be expected due to a decrease in the overall enrolment. Sept 30 Budget Spring Estimate Increase 2010 Sept 30 Actual Decreasee Certificated Stafff FTEs (0.92) Although non certificated staff was expected to decrease by approximately 5.0 FTE from 2010/ /2011, due to the increasing needs of students, staffing levels are expected to increase by 2.97 FTE from the 2010/2011 levels. Holy Spirit Catholic Schools employs approximately 244 FTE non certificated staff throughout the division. Non certificated Staff FTEs Non instructional Instructional Sept 30 Spring Sept 30 Budget Estimate Increase Actual Increasee Class Size The provincial Class Size Initiative reflects the recommendations of the Government of Alberta s Commission on Learning. Due to less than expected grantt increases and increasing costs, the school division will not be able to meet the province s small class size guidelines at all grade levels. The 2011/2012 budget reflects classroom teachers at the following levels: K Alberta Education / 2012 Budget / 2011 Actual / 2012 Operating Budget Page 8

12 Class sizes in the City of Lethbridge tend to be higher thann in our rural communities. Low individual grade enrolments in rural schools reduce the overall class size. The class size estimates above take into account the average across the school division. The estimates do not take into account new teaching staff hired after the Premier s reinstatement of previously reduced or eliminated education funding / 2012 Operating Budget The 2011 / 2012 operating budget of $50,650,401 is comprised of expenditures in the following functional areas: 2011/2012 Budget 2010/2011 Actual Variance % change Revenues $49,884,473 $ $50,064,614 $180, % Expenses ECS Grade 12 Instruction $38,970,174 Operations and Maintenance 4,087,701 Capital and Debt Services 3,681,002 Transportation 1,783,164 Board and System Administration 2,128,360 Total 50,650,401 Excess (Deficiency) of Revenues over Expenditures $765, % $ $37,975, % 3,828, % 2,914, ,625, % 1,927, % $ $48,271,258 $1,793, % 7.93% 6.04% 3.37% 3.99% % $995, , , , ,961 $2,379, % 26.30% % 4.93% Capital and Debt Services 7% Operations and Maintenance 8% Transportationn 4% Board and System Administration 4% ECS Grade 12 Instruction 77% 2011 / 2012 Operating Budget Page 9

13 Expenses by Object The school division will spend 76% of its operating expenditures on salaries and benefits for both certificated and non certificated staff. This is consistent withh the actual expenditures of 2010/2011. As the cost of salaries continues to increase, the amount left over for services, contracts and supplies continues to decrease. Budget 2011 / 2012 Actual 2010 / 2011 Variance % change Certificated Staff Non certificated Staff Services, Contracts and Capital and Debt Services $26,070,881 12,358,179 8,540,339 3,681, % 24.40% 16.86% 7.27% $24,743,982 11,640,574 8,637,052 3,249, % 24.11% 17.89% 6.73% 1,326, ,605 (96,713) 431, % 6.16% % $50,650, % $48,271, % 2,379, % Services, Contracts and 17% Capital and Debt Services 7% Noncertificated Staff 24% Certificated Staff / 2012 Operating Budget Page 10

14 School Site Budgets Salaries and benefits continue to be the single largest expenditure of the school division. At the school level, salaries and benefits amount to 95% of basic programming expenditures. On an individual school basis, salaries and benefits range from 85% at the high school level to, as high as, 97% at the elementary school level. In order to minimize staff reductions, services, contracts and supplies will be reduced. Ignoring school generated funds, the school site budgets consist of the following expenditure areas: Certificated Staff Non certificated Staff Services, Contracts and % Budget 2011/2012 Actual 2010/2011 Variance change $24,102, % $23,153, $949, % 1,923, % 1,827, % 95, ,349, % 1,354, % (5,271) 0.39%% $27,375, % $26,336, % $1,039, % Noncertificated Staff 7% Services, Contracts and 5% Certificated Staff 88% Note: Education Assistants do not form part of individual school budgets.. Non certificated staff is comprised of administrative assistants, clerk typists, and library clerks / 2012 Operating Budget Page 11

15 Detailed Budgets 2011 / 2012 Operating Budget Page 12

16 Holy Spirit Roman Catholic Division No 4 Consolidated Budget Revenue And Allocations To Budget Center Base Funding Base Instruction ECS ECS Basic Instruction Grant Rates ECS Enrolment ECS First Nation Enrolment (Student lives ON Reserve) Base Instruction Grade 1-3 Grade 1-3 Basic Student Grant Rate Grade 1 Enrolment Grade 1 First Nation Enrolmentt (Student lives ON Reserve) Grade 2 Enrolment Grade 2 First Nation Enrolmentt (student lives ON Reserve) Grade 3 Enrolment Grade 3 First Nation Enrolmentt (Student lives ON reserve) Base Instruction Grade 4-6 Grade 4-6 Basic Student Grant Rate Grade 4 Enrolment Grade 4 First Nation Enrolmentt (Student lives ON reserve) Grade 5 Enrolment Grade 5 First Nation Enrolmentt (Student lives ON reserve) Grade 6 Enrolment Grade 6 First Nation Enrolmentt (Student lives ON reserve) Small Class Size 4-6 Base Instruction Grade 7-9 Grade 7 Enrolment Grade 7 First Nation Enrolmentt (student lives ON Reserve) Grade 7-9 Basic Instruction Grant Rate Grade 8 Enrolment Grade 8 First Nation Enrolmentt (Student lives ON reserve) Grade 9 Enrolment Grade 9 First Nation Enrolmentt (Student lives ON reserve) Base Instruction Grade First Nation Total Enrolment FTE Enrolment Gr10-12 Grades Basic Instructionn Grant Rate $2,228,467 $3, students 7students $8,043,083 $7, students 4students 328students 11students 341students 7students $6,490,213 $6, students 8students 356students 9students 312students 14students $170,869 $6,028, students 7students $6, students 7students 294students 7students $6,434,124 41Students 1,031.37FTE Students $6, $2,050,,348 $3, students 2students $8,161,,829 $7, students 0students 331students 8students 341students 6students $6,451,,233 $6, students 26students 345students 9students 319students 10students $6,054,, students 8students $6, students 11students 317students 8students $6,199,,200 40Students FTE Students $6, Tier 2 CEU Funding Tier 2 CEU Rate Tier 2 CEUs $ CEUs $3,723 $ CEUs $144$ Tier 3 CEU Funding Tier 3 CEU Rate Tier 3 CEUs $ ,596.00CEUs $87,693 $ CEUs $19,,525 Outreach Program Revenue Total Base Funding $123,476 $29,610,594 58% $123,,476 $29,060,,688 60% 6 Page 13

17 Differential Funding ECS Mild & Moderate Funding ECS Mild Moderate Enrolment ECS Mild or Moderate Rate Enhanced ESL Funding ESL Funding Enrolment Growth First Nations, Metis and Inuit First Nations Metis Inuit Education Rate FNMI Enrolment Grade 1-12 (Student lives OFF the reserve) Intra-Jurisdictional Distance Severe Disabilities Funding Severe Disabilities Profile Factor Severe Disabilities Rate Small School By Necessity Socio-Economic Status Socio-Economicc Factor Socio-Economicc Status Rate Total FTE Enrolment Stabilization Funding Total Differential Funding Provincial Priority Targeted Funding AISI Building Capacity Grant Classroom and Community Supports Funding CTS Equipment Evergreening Funding FNMI Project Grant High Speed Networking Inclusive Education Capacity Building Grant Program Unit Funding PUF/FSCD Pilot Project Revenue Technology Infrastructure Total Provincial Priority Targeted Funding Other Provincial Support Funding Barons-Eureka Health Unit Revenue Pincher Creek Family Support Revenuee C.C.S. Health Partnership (SHIP) Total Other Provincial Support Funding Federal Funding French Language Instruction French Language Project $404, students $2, $25,996 $294,525 $12,925 $546,315 $ 1, Students $21,561 $2,947, Students $16, $625,000 $411, Factorr $ ,225.87FTE students $49,870 $5,340,081 11% $649,026 $40,509 $229,203 $21,100 $36,424 $96,672 $73,934 $1,700,000 $50,000 $7,274 $2,904,142 6% $6,300 $17,000 $198,026 $221,326 0% $45,000 $137,589 $541,, students $2, $225,,000 $480,,480 $1, Students $2,947,, Students $16, $625,,000 $409,, Factor $ ,203.71FTE students $30,,000 $5,258,,737 11% 1 $300,,790 $40,,000 $30,,000 $96,,672 $1,530,,000 $1,997,,462 4% $6,,300 $17,,000 $198,,779 $222,,079 0% $45,,000 $74,,000 Page 14

18 Federal Funding First Nations Federal Tuition Federal First Nations Tuition Rate Total FTE First Nations Enrolment Total Federal Funding Transportation Funding Urban Transportation Revenue Rural Transportation Revenue Special Transportation Fuel Price Escalation Revenue Total Transportation Funding Operations and Maintenance Funding Operations & Maintenancee Funding Total Operations and Maintenance Funding Capital Block Amortization of Capital Allocation Supported Capital Interestt Infrastructure Maintenancee and Renewal Funding Total Capital Block Other Revenues School Generated Funds Total Other Revenues Local Revenues & Fees Pre-K Tuition Textbook Rental Fees Instructional Resource Fees - Elem Instructional Resource Fees - Junior Instructional Resource Fees - Senior School Fee Uncollectible Rate Total Grade Enrolment Total Grade 1-6 Enrolment Total Grade 7-9 Enrolment Transportation fees Other Sales & Service Foreign Student Fees School Based Course Materials Fees Total Local Revenues & Fees Previous Year $1,054,650 $8, students $1,237,239 $925,000 $697,000 $218,000 $83,000 $1,923,000 4% $4,058,238 $4,058,238 8% $2,445,350 $54,280 $781,072 $3,280,702 6% $738,702 $738,702 1% $210,000 $166,124 $45.00 $55.00 $ % 960students 2,068students 949students $35,000 $12,125 $8,950 $138,250 $570,449 1% $1,130,,300 $8, students $1,249,,300 3% $925,,000 $697,,000 $218,,000 $1,840,,000 4% $4,010,,000 $4,010,,000 8% $2,125,,000 $86,,404 $753,,900 $2,965,,304 6% $738,,702 $738,,702 $125,,000 $165,,336 $45.00 $55.00 $ % 926students 2,083students 959students $32,,000 $12,,125 $40,,000 $138,,250 $512,,711 1% Page 15

19 Previous Year Surplus Deficit Carryforward Surplus/Deficit Carryforward Total Previous Year $ $765,928 $765,928 $765,928 $500,,000 $500,000 $500,,000 1% Total Revenuee And Allocations To Budget Center $50,650,401 $48,354,982 Expenditures Certificated Staff Total Certificated Staff Non-Certificated Staff Total Non-Certificated Staff Personnel Caretaker Overtime Extended leaves Maintenance Staff Overtime Summer School Teachers Summer School Allocation $25,128,465 50% $12,278,782 24% $48,000 $40,000 $500,000 $11,719 $48,000 $24,567,,032 51% 5 $11,749,,708 24% 2 $25,,000 $450,,000 $10,,000 $48,,000 $48,000 Teacher Substitute PD Teacher Substitute Daily Rate Teacher Substitute Day Factor 57Days $11,913 50Days $10,,450 Teacher Substitutes Teacher Sub Days per FTE Certificated Staff Teacher Substitute Daily Rate $382,503 $373,,274 Admin Assistant Overtime Hours Admin Assistant - 10 Month Overtime Hourly Rate Admin Assistant Overtime Hours Factor $ Hrs $2,683 $ Hrs $760$ Library Clerk/ /Tech Overtime Hour Library Clerk/Tech Overtime Hourly Rate Library Clerk/Tech Overtime Hours $ Hrs $527 $ Hrs $515$ Education Assistant Substitute Education Assistant Substitutess Hourly Factor Education Assistant Substitutess Hourly Rate 1,340Hrs $18.26 $24,468 1,360Hrs $18.67 $25,,391 Total Personnel $1,021,814 $943,,390 Contracted / General Services Advertising Alberta Assessment Consortium Blueprints / Spice Board Meeting Lunches Board Retreat / Str. Plan $82,200 $1,854 $13,551 $5,000 $17,500 $82,,135 $1,,854 $14,,051 $5,,000 $17,,500 Page 16

20 Contracted / General Services Building Costs Car Allowance Community Staff Relations Cultural Activities Curriculum Development Dues and Fees External Committees Food / Registrations / Travel Insurance Premiums Legal Major Conference Postage Printing / Binding Professional and Technical Fees Professional Development Professional In servicing Activity Project Management Purchased Service Rentals Repairs and Maintenance Safe and Caring Schools SIRS Software Support Supernet Access Telephone Transport Transportation Travel Inclusive Education Capacity Building Expenses Inclusive Education Capacity Building Grant IMR expenditures Total Contracted / General Services Admin - Computer Repair and Consultation Computer Software Equipment and Furniture Instruction - Instructional Resources School Based Course Material Fees Allocation Media Audio / Visual Material Media Library Books Media Periodical / Print Material Native Ed Program Textbooks AISI and PD $29,000 $67,900 $67,838 $10,000 $6,000 $407,366 $7,000 $12,000 $150,000 $43,500 $5,000 $16,333 $164,590 $182,510 $693,812 $2,000 $4,000 $245,193 $200 $346,731 $6,500 $1,100 $113,000 $122,170 $1,613,480 $9,659 $161,883 $73,934 $73,934 $781,072 $5,463,876 11% $176,864 $12,300 $4,947 $36,380 $657,926 $138,250 $ $138,250 $800 $19,284 $5,200 $300 $972,429 $60,553 $5,000 $29,,000 $60,,400 $63,,338 $10,,000 $6,,000 $366,,016 $7,,000 $18,,000 $125,,000 $43,,000 $5,,000 $18,,660 $163,,885 $195,,771 $525,,255 $3,,882 $235,,897 $200$ $301,,251 $6,,500 $1,,100 $113,,000 $119,,170 $1,609,,264 $9,,659 $156,,371 $753,,900 $5,067,,059 10% 1 $190,,708 $12,,300 $4,,247 $38,,680 $499,,276 $138,,250 $138,250 $800$ $17,,833 $4,,850 $300$ $721,,486 $64,,556 $4,,000 Page 17

21 School Generated Funds Expense School Generated Funds Allocation Total Utilities Electricity Gas Water and Sewer Total Utilities Capital and Debt Services Debenture Amortization of Capital Assets Expensee Total Capital and Debt Services $ $738,702 $738,702 $2,828,935 6% $539,000 $343,000 $146,600 $1,028,600 $54,280 $2,845,650 $2,899,930 6% $738,,702 $738,702 $2,435,,988 5% $564,,000 $404,,000 $146,,600 $1,114,,600 $86,,404 $2,390,,801 $2,477,,205 5% $50,650,402 $48,354,982 Summary Total Revenues and Allocations To Budget Variance $50,650,401 $50,650,402 t $48,354,982 $48,354,982 Page 18

22 Instruction Summary Revenue And Allocations To Budget Center Site Allocation FNMI Project Allocation FNMI Project Grant Fall Final $36,424 Budget $36,424 $30,,000 $30,000 Pre-K Tuition Allocation Pre-K Tuition $ $210,000 $168,000 $125,000 $100,,000 ESL Allocation Administration Factor ESL Funding 0.95factor $ $294,525 $279, factor $225,000 $213,,750 ESL Enhanced Allocation Administration Factor Enhanced ESL Funding 0.95factor $25,996 $24, factor French Language Project Allocation French Language Project $ $137,589 $137,589 $74,,000 Inclusive Ed Capacity Building Allocation Inclusive Education Capacity Building Grant $73,934 $73,934 School Administration Base Allocation Special Allocation Special Education Allocation Student Health Initiative Allocation Barons-Eureka Health Unit Revenue C.C.S. Health Partnership (SHIP) Other School Divisions Rev Pincher Creek Family Support Revenue $6,300 $ $198,026 $17,000 $2,427,033 $7,000 $3,684,925 $221,326 $6,300 $198,779 $17,000 $2,415,,963 $7,,000 $3,612,,513 $222,,079 Summer School Allocation Supernet Allocation Teacher Allocation Teacher Average Salary & Benefits Teacher Factor Technology Infrastructure Allocation Outreach Program Allocation Substitute Teacher Allocation Teacher Factor Teacher Sub Days per FTE Certificated Staff Teacher Substitute Daily Rate $48,000 $96,672 $23,174,068 $ $101, FTE $263,574 $117,300 $380, FTE $48,,000 $96,,672 $22,692,,170 $102, FTE $256,,300 $117,,300 $371,, FTE System Instructional Support Allocation Technology Program Allocation Anytime Anywhere Technology Grant Allocation FNMI Allocation First Nations, Metis and Inuit $ $546,315 $896,364 $316,063 $40,000 $546,315 $480,480 $863,,401 $316,,063 $40,,000 $480,,480 ECS Regular Allocation ECS Enrolment $584, students Page 19 $502,, students

23 Site Allocation ECS Regular Allocation Rate ECS Mild & Moderate Allocation ECS Mild & Mod Allocation Rate ECS Mild Moderate Enrolment $2, $364,228 $2, students $2, $487,,100 $2, students ECS PUF Allocation PUF/FSCD Pilot Project Allocation PUF/FSCD Pilot Project Revenue $50,000 $1,700,000 $50,000 $1,530,,000 FRIM Grade K-6 Allocation ECS French Immersion Enrolment FRIM Grade 1-6 Allocation Rate Grade 1 French Immersion Enrolment Grade 2 French Immersion Enrolment Grade 3 French Immersion Enrolment Grade 4 French Immersion Enrolment Grade 5 French Immersion Enrolment Grade 6 French Immersion Enrolment $22,253 30students $ students 34students 41students 28students 31students 28students $22,,354 32students $ students 36students 40students 29students 32students 28students FRIM Grade 7-9 Allocation FRIM Grade 7-9 Allocation Rate Grade 7 French Immersion Enrolment Grade 8 French Immersion Enrolment Grade 9 French Immersion Enrolment $ students 27students 23students $7,991 $ students 27students 23students $7,,890 FRIM Grade Allocation FRIM Grade Allocation Rate Grade 10 French Immersion Enrolment Grade 11 French Immersion Enrolment Grade 12 French Immersion Enrolment $ students 19students 12students $7,606 $ students 21students 11students $8,,901 AISI Allocation AISI $ $649,026 $649,026 $300,790 $300,,790 Elementary Resource Allocation Elementary Resource Allocation Rate FTE Enrolment ECS-Gr3 FTE Enrolment Gr 4-6 $200 1,215.50FTE 1,030.00FTE $449,100 $200 1,212.50FTE 1,038.00FTE $450,,100 Junior High Resource Allocation Grade 7 Enrolment Grade 8 Enrolment Grade 9 Enrolment Junior High Resource Allocation Rate High School Resource Allocation FTE Enrolment Gr10-12 High School Resource Allocation Rate School Based Course Material Fees Allocation School Generated Funds Allocation Surplus/Deficit Carry forward Total $260, students 324students 294students $275 $422,860 1,031.37FTE Students $410 $138,250 $738,702 $635,009 $38,970,179 $263,, students 319students 317students $275 $407,, FTE Students $410 $138,,250 $738,,702 $350,,000 $37,165,,354 Total Revenuee And Allocations To Budget Center $38,970,179 $37,165,354 Expenditures Page 20

24 Certificated Staff Total Non-Certificated Staff Total Personnel Extended leaves Summer School Teachers Summer School Allocation $24,623,412 63% $8,902,801 23% Fall Final $48,000 Budget $500,000 $48,000 $24,052,,728 65% 6 $8,393,,123 23% 2 $450,,000 $48,,000 $48,000 Teacher Substitute PD Teacher Substitute Daily Rate Teacher Substitute Day Factor 57Days $11,913 50Days $10,,450 Teacher Substitutes Teacher Sub Days per FTE Certificated Staff Teacher Substitute Daily Rate $382,503 $373,,274 Admin Assistant Overtime Hours Admin Assistant - 10 Month Overtime Hourly Rate Admin Assistant Overtime Hours Factor $ Hrs $2,683 $ Hrs $760$ Library Clerk/ /Tech Overtime Hour Library Clerk/Tech Overtime Hourly Rate Library Clerk/Tech Overtime Hours $ Hrs $527 $ Hrs $515$ Education Assistant Substitute Education Assistant Substitutess Hourly Factor Education Assistant Substitutess Hourly Rate 1,340Hrs $18.26 $24,468 1,360Hrs $18.67 $25,,391 Total $970,095 $908,,390 Contracted / General Services Advertising Alberta Assessment Consortium Blueprints / Spice Car Allowance Community Staff Relations Cultural Activities Curriculum Development Dues and Fees Food / Registrations / Travel Legal Postage Printing / Binding Professional and Technical Fees Professional Development Professional Inservicing Activity Project Management Purchased Service Rentals Repairs and Maintenance Fall Final Budget $49,200 $1,854 $13,551 $52,500 $40,833 $10,000 $6,000 $268,166 $12,000 $20,000 $8,333 $164,590 $30,450 $639,545 $2,000 $4,000 $215,193 $200 $31,561 $49,,135 $1,,854 $14,,051 $49,,000 $36,,333 $10,,000 $6,,000 $227,,316 $18,,000 $20,,000 $10,,160 $163,,885 $30,,450 $469,,353 $3,,882 $235,,897 $200$ $21,,251 Page 21

25 Contracted / General Services Safe and Caring Schools SIRS Software Support Supernet Access Telephone Transportation Travel Inclusive Ed Capacity Building Expenses Inclusive Education Capacity Building Grant Total Admin - Computer Repair and Consultation Computer Software Equipment and Furniture Instruction - Instructional Resources School Based Course Material Fees Allocation Fall Final $73, Fall Final $ $138,250 Budget $6,500 $1,100 $113,000 $93,050 $9,659 $70,383 $73,934 $1,937,602 5% Budget $131,709 $12,300 $4,947 $30,400 $657,926 $138,250 $6,,500 $1,,100 $113,,000 $92,,800 $9,,659 $63,,371 $1,653,,197 4% $145,,553 $12,,300 $4,,247 $32,,700 $499,,276 $138,,250 $138,250 Media Audio / Visual Material Media Library Books Media Periodical / Print Material Native Ed Program Textbooks AISI and PD School Generated Funds Expense School Generated Funds Allocation $ $738,702 $800 $19,284 $2,950 $300 $733,145 $60,553 $5,000 $738,702 $738,702 $800$ $17,,833 $2,,600 $300$ $496,,798 $64,,556 $4,,000 $738,,702 Total $2,536,266 7% $2,157,,915 6% $38,970,175 $37,165,353 Summary Total Revenues and Allocations To Budget Variance $38,970,179 $38,970,175 $3 t $37,165,354 $37,165,353 Page 22

26 Plant Operations and Maintenance Revenue And Allocations To Budget Center Site Allocation Operations and Maintenance Allocation Surplus/Deficit Carryforward Total Site Allocation $3,956,782 $130,919 $4,087,701 $3,900,,000 $150,,000 $4,050,,000 Total Revenuee And Allocations To Budget Center $4,087,701 $4,050,000 Expenditures Non-Certificated Staff Total Non-Certificated Staff Personnel Caretaker Overtime / Casual / Sick leave Maintenance Staff Overtime Total Personnel Contracted / General Services Building Costs Dues and Fees Insurance Premiums Professional and Technical Fees Professional Development Purchased Service Repairs and Maintenance Telephone Travel Total Contracted / General Services Total Utilities Electricity Gas Water and Sewer Total Utilities $2,288,712 56% $40,000 $11,719 $51,719 1% $20,000 $40,000 $110,000 $5,000 $1,100 $30,000 $315,170 $1,500 $3,000 $525,770 13% $236,500 $236,500 6% $520,000 $325,000 $140,000 $985,000 24% $2,288,,712 57% 5 $25,,000 $10,,000 $35,,000 1% $20,,000 $40,,000 $85,,000 $5,,000 $1,,100 $280,,000 $1,,500 $3,,000 $435,,600 11% 1 $220,,688 $220,,688 5% $545,,000 $385,,000 $140,,000 $1,070,,000 26% 2 $4,087,701 Page 23 $4,050,000

27 Summary Total Revenues and Allocations To Budget Variance $4,087,701 $4,087,701 t $4,050,000 $4,050,000 Page 24

28 Capital and Debt Services Revenue And Allocations To Budget Center Site Allocation Capital and Debt Services Allocation Amortization of Capital Assets Allocation IMR Allocation Infrastructure Maintenance and Renewal Funding $400,300 $2,445,350 $781,072 $ $781,072 $265,,801 $2,125,,000 $753,,900 $753,900 Supported Capital Debt Interest Allocation Supported Capital Interest $54,280 $54,280 $86,404 $86,,404 Total Site Allocation $3,681,002 $3,231,,105 Total Revenuee And Allocations To Budget Center $3,681,002 $3,231,105 Expenditures Contracted / General Services IMR expenditures Total Contracted / General Services Capital and Debt Services Debenture Amortization of Capital Assets Expensee Total Capital and Debt Services $781,072 $781,072 21% $54,280 $2,845,650 $2,899,930 79% $753,,900 $753,,900 23% 2 $86,,404 $2,390,,801 $2,477,,205 77% 7 $3,681,002 $3,231,105 Summary Total Revenues and Allocations To Budget Variance $3,681,002 $3,681,002 t $3,231,105 $3,231,105 Page 25

29 Transportation Revenue And Allocations To Budget Center Site Allocation Transportation Allocation Transportation Fee Allocation Transportation fees f Total Site Allocation $1,748,164 $35,000 $35,000 $1,783,164 $1,748,,164 $32,,000 $32,000 $1,780,,164 Total Revenuee And Allocations To Budget Center $1,783,164 $1,780,164 Expenditures Non-Certificated Staff Total Non-Certificated Staff Contracted / General Services Building Costs Dues and Fees Postage Professional Development Telephone Transport Total Contracted / General Services Total $147,900 8% $9,000 $1,500 $500 $6,000 $2,000 $1,613,480 $1,632,480 9 $2,784 $2,784 0% $147,,900 8% $9,,000 $1,,500 $500$ $6,,000 $2,,000 $1,609,,264 $1,628,,264 91% 9 $4,,000 $4,,000 0% $1,783,164 $1,780,164 Summary Total Revenues and Allocations To Budget Variance $1,783,164 $1,783,164 t $1,780,164 $1,780,164 Page 26

30 Board Governance and System Administration Revenue And Allocations To Budget Center Site Allocation Administrationn Budget Allocation Total $2,128,360 $2,128,360 $2,128,,360 $2,128,,360 Total Revenuee And Allocations To Budget Center $2,128,360 $2,128,360 Expenditures Certificated Staff Total Non-Certificated Staff Total Contracted / General Services Advertising Board Meeting Lunches Board Retreat / Str. Plan Car Allowance Community Staff Relations Dues and Fees External Committees Insurance Premiums Legal Major Conference Postage Professional and Technical Fees Professional Development Telephone Travel Total Admin - Equipment and Furniture Media Periodical / Print Material Total Utilities Electricity Fall Final Fall Final Fall Final Fall Final Fall Final Budget $505,053 24% Budget $939,370 44% Budget $33,000 $5,000 $17,500 $15,400 $27,005 $97,700 $7,000 $40,000 $23,500 $5,000 $7,500 $147,060 $47,167 $25,620 $88,500 $586,952 28% Budget $45,155 $5,980 $2,250 $53,385 3% Budget $19,000 $514,,304 24% 2 $919,,973 43% 4 $33,,000 $5,,000 $17,,500 $11,,400 $27,,005 $97,,200 $7,,000 $40,,000 $23,,000 $5,,000 $8,,000 $160,,321 $48,,802 $22,,870 $90,,000 $596,,098 28% 2 $45,,155 $5,,980 $2,,250 $53,,385 3% $19,,000 Page 27

31 Utilities Gas Water and Sewer Total Fall Final Budget $18,000 $6,600 $43,600 $19,,000 $6,,600 $44,,600 $2,128,360 $2,128,360 Summary Total Revenues and Allocations To Budget Variance $2,128,360 $2,128,360 t $2,128,360 $2,128,360 Page 28

32 Instruction Detailed Budgets Page 29

33 Learning Services Revenue And Allocations To Budget Center Site Allocation System Instructional Support Allocation Total Site Allocation $80,000 $80,000 $80,,000 $80,,000 Total Revenuee And Allocations To Budget Center $80,000 $80,000 Expenditures Contracted / General Services Car Allowance Curriculum Development Dues and Fees Professional Development Telephone Travel Total Contracted / General Services Total Transfers Transfers to / from Other Sites Total Transfers $1,500 $6,000 $1,728 $3,000 $1,300 $3,000 $16,528 21% $3,216 $3,216 4% $60,256 $60,256 75% $1,,500 $6,,000 $1,,728 $1,,300 $3,,000 $13,,528 17% 1 $6,,216 $6,,216 8% $60,,256 $60,,256 75% 7 $80,000 $80,000 Summary Total Revenues and Allocations To Budget Variance $80,000 $80,000 t $80,000 $80,000 Page 30

34 Alberta Initiative for School Improvement (AISI) Revenue And Allocations To Budget Center Site Allocation AISI Allocation AISI Total Site Allocation $ $649,026 $649,026 $649,026 $300,,790 $300,790 $300,,790 Total Revenuee And Allocations To Budget Center $649,026 $300,790 Expenditures Certificated Staff Total Certificated Staff Non-Certificated Staff Total Non-Certificated Staff Contracted / General Services Food / Registrations / Travel Professional Development Project Management Total Contracted / General Services Admin - AISI and PD Total Transfers Transfers to / from Other Sites Total Transfers $257,430 40% $22,412 3% $12,000 $305,640 $4,000 $321,640 50% $13,000 $89,800 $5,000 $107,800 17% ($60,256) ($60,256) -9% $140,,932 47% 4 $18,,000 $150,,232 $3,,882 $172,,114 57% 5 $44,,000 $4,,000 $48,,000 16% 1 0% ($60,256) ($60,256) -20% $649,026 $300,790 Page 31

35 Summary Total Revenues and Allocations To Budget Variance $649,026 $649,026 t $300,790 $300,790 Page 32

36 French Language Project Revenue And Allocations To Budget Center Site Allocation French Language Project Allocation French Language Project Total Site Allocation $ $137,589 $137,589 $137,589 $74,,000 $74,,000 Total Revenuee And Allocations To Budget Center $137,589 $74,000 Expenditures Certificated Staff Total Certificated Staff Contracted / General Services Car Allowance Cultural Activities Professional Development Travel Total Contracted / General Services Total $58,249 4 $1,000 $10,000 $20,000 $4,783 $35,783 26% $43,557 $43,557 3 $58,,218 79% 7 $1,,000 $10,,000 $4,,782 $15,,782 21% 2 0% $137,589 $74,000 Summary Total Revenues and Allocations To Budget Variance $137,589 $137,589 t $74,000 $74,000 Page 33

37 Technology (Instructi on) Revenue And Allocations To Budget Center Site Allocation Technology Program Allocation Anytime Anywhere Technology Grant Allocation Total Site Allocation $17,836 $40,000 $57,836 $17,,836 $40,,000 $57,,836 Total Revenuee And Allocations To Budget Center $57,836 $57,836 Expenditures Non-Certificated Staff Total Non-Certificated Staff Contracted / General Services Car Allowance Professional Development Telephone Travel Total Contracted / General Services $52,736 91% $2,400 $1,000 $500 $1,200 $5,100 9% $52,,736 91% 9 $2,,400 $1,,000 $500$ $1,,200 $5,,100 9% $57,836 $57,836 Summary Total Revenues and Allocations To Budget Variance $57,836 $57,836 t $57,836 $57,836 Page 34

38 Technology (Network Operations) Revenue And Allocations To Budget Center Site Allocation Supernet Allocation Technolgy Infrastructure Allocation Technology Program Allocation Surplus/Deficit Carryforward Total Site Allocation $96,672 $263,574 $298,227 $50,000 $708,473 $96,,672 $256,,300 $298,,227 $50,,000 $701,,199 Total Revenuee And Allocations To Budget Center $708,473 $701,199 Expenditures Non-Certificated Staff Total Non-Certificated Staff Contracted / General Services Car Allowance Professional Development Supernet Access Telephone Travel Total Contracted / General Services Admin - Total $250,281 35% $6,100 $5,000 $113,000 $2,000 $7,700 $133,800 19% $4,998 $319,394 $324,392 46% $250,,281 36% 3 $6,,100 $5,,000 $113,,000 $2,,000 $7,,700 $133,,800 19% 1 $4,,998 $312,,120 $317,,118 45% 4 $708,473 $701,199 Summary Total Revenues and Allocations To Budget Variance $708,473 $708,473 t $701,199 $701,199 Page 35

39 Religious Education Services Revenue And Allocations To Budget Center Site Allocation System Instructional Support Allocation Total Site Allocation $200,000 $200,000 $200,,000 $200,,000 Total Revenuee And Allocations To Budget Center $200,000 $200,000 Expenditures Certificated Staff Total Certificated Staff Contracted / General Services Car Allowance Dues and Fees Professional Development Telephone Travel Total Contracted / General Services Admin - Total $120,125 60% $1,500 $3,000 $40,600 $1,000 $4,400 $50,500 25% $500 $28,875 $29,375 15% $120,,512 60% 6 $1,,500 $2,,400 $40,,000 $1,,000 $4,,000 $48,,900 24% 2 $500$ $30,,088 $30,,588 15% 1 $200,000 $200,000 Summary Total Revenues and Allocations To Budget Variance $200,000 $200,000 t $200,000 $200,000 Page 36

40 First Nations Metis Inuit (School Support) Revenue And Allocations To Budget Center Site Allocation FNMI Allocation First Nations, Metis and Inuit Total Site Allocation $ $546,315 $546,315 $546,315 $480,,480 $480,480 $480,,480 Total Revenuee And Allocations To Budget Center $546,315 $480,480 Expenditures Certificated Staff Total Certificated Staff Non-Certificated Staff Total Non-Certificated Staff Contracted / General Services Car Allowance Dues and Fees Professional Development Travel Total Contracted / General Services Admin - Total $101,708 19% $366,094 67% $15,000 $500 $13,214 $10,000 $38,714 7% $800 $39,000 $39,800 7% $102,,102 21% 2 $306,,552 64% 6 $12,,000 $500$ $25,,096 $5,,500 $43,,096 9% $800$ $27,,930 $28,,730 6% $546,315 $480,480 Summary Total Revenues and Allocations To Budget Variance $546,315 $546,315 t $480,480 $480,480 Page 37

41 NIITOOHPOOKSOOP Revenue And Allocations To Budget Center Site Allocation FNMI Project Allocation FNMI Project Grant Total Site Allocation $36,424 $36,424 $36,424 $30,,000 $30,000 $30,,000 Total Revenuee And Allocations To Budget Center $36,424 $30,000 Expenditures Contracted / General Services Professional Development Professional Inservicing Activity Purchased Service Total Contracted / General Services Total $2,000 $2,000 $30,000 $34,000 93% $2,424 $2,424 7% $30,,000 $30,,000 0% $36,424 $30,000 Summary Total Revenues and Allocations To Budget Variance $36,424 $36,424 t $30,000 $30,000 Page 38