Orientation to Finance

Background - The Funding Model

Intent to create a fair funding model which

treats all students equally

Introduced with the 1998/99 school (and

fiscal) year

Major government review in 2003 through

Education Equality Task Force

Selected component reviews through 2010

Background - The Funding Model

Ongoing refinements to various areas:

Special Education

Declining Enrolment

Student Success

Background - The Funding Model

Substantial committee and external

consultant work to develop/refine funding

mechanism

Transportation

Declining Enrolment

Special Education

Key government concepts in Funding Model

Province funds education from general revenues

exchange of services paid between province and

municipalities

No access by school boards to the local tax base

Municipal tax rates for education funding set by

Province

Key government concepts in Funding Model

intent to focus funding on the students in

the classroom:

“… eliminate waste and duplication in

areas outside the classroom, such as the

costs of administration and the education

bureaucracy…”

Key government concepts in Funding Model

Spending must follow „envelopes‟

classroom / non-classroom

Special Education

Facilities Renewal

Administration and Governance

Key government concepts in Funding Model

Technically, board can have in-year deficit:

Less than 1% of operating revenue, and

Sufficient unrestricted accumulated surplus to

cover

Beyond 1%:

Work-out plan filed, with timeline

meetings with Ministry staff

Supervisor may be appointed

How Ministry Revenues Flow

Pupil Foundation Grant

Intended to provide the „base‟ level of

funding

Supports those components required by, and

generally common to, all students

A Per Pupil amount – same for every full-time

equivalent (FTE) student

School Foundation Grant

Created fiscal 2006-07

Intended to provide for the „base‟ level of administration support in schools:

Principal

Portion of vice principal

Secretary

A fixed amount plus some per pupil amount based on enrolment breakpoints

Special Purpose Grants

Build on the Pupil Foundation and School

Foundation Grants

Board specific or Program specific initiatives

Recognizes differences

Differing Per Pupil amounts

Special Purpose Grants Grants include:

Special Education

Language

Geographic Circumstances

Learning Opportunities

Continuing Education and Other Programs

Teacher Qualifications and Experience

Transportation

Declining Enrolment Adjustment

Administration and Governance

Expenditure analysis a brief overview

Expenditures

No provincial requirement for boards to align

their spending to the individual components

within the classroom and non-classroom

categories

Enrolment in Avon Maitland

Enrolment at grant dates (only!) which counts…

October 31

March 31

and historically, enrolment shrinks from opening

day to these count dates

Enrolment decline projected to continue for the

forseeable future

Enrolment History

2010-11

2011-12

Net Change

Elementary 9,628.80 9,459.50 (169.30)

Secondary 6,378.56 6,133.58 (244.98)

16,007.36 15,593.08

(414.28)

Expenditure Priorities - elementary Focus on Student Assessment & Evaluation

Elementary curriculum implementation

focus on literacy and numeracy across the curriculum

Resources for students and teachers

Primary language initiatives

Citizenship – character attributes

School Effectiveness initiatives

Student Success

subject co-ordinators working with teachers to improve EQAO results

Expenditure Priorities - secondary Focus on Student Assessment & Evaluation

Secondary teaching strategy development

Student Success

Pathways to Work

Secondary High Skills Majors

School College Work Initiative

resources for students and teachers

Citizenship – character attributes

Co-ordinators working with teachers to

improve EQAO results

Expenditure challenges

Enrolment decline !

A shrinking revenue stream...

We haven‟t the ability to shrink our expenditures

as quickly as revenues decline

Offset only in part by Declining Enrolment Grant

Meant decisions to focus fixed dollars on priorities

- curriculum for kids

Expenditures by Program

On the Horizon…

Continued enrolment decline !

Continued shrinking revenue stream...

Need for

Further Declining Enrolment Grant fine-tuning

ELP funding reflecting small schools

E-Learning strategy and funding

Ability to consolidate?

Configuration of Schools (e.g. 7 – 12)

Competition

Questions?