Balancing the 2018-2019 Operating Budget Ward Forum Presentation March 2018

Introduction Introduction of Staff; Brief outline of Presentation: Budget Timeline; Operating vs. capital budgets; Budget assumptions and risks; Enrolment projections and financial forecast; and School-based staff allocation. Next Steps; and Questions.

Budget & Multi-Year Strategic Plan Timelines January 2018: Presented enrolment trends and financial outlook; and Communication Plan. February 2018: Financial Facts; Start of Ward Forums; Updates to Budget Website; and Draft Multi-Year Strategic Plan presented to Committee. 6 March 2018: School Based Staffing; On-line Survey; and Staff working on Information package and website to support Multi-Year Strategic Plan.

Budget & Multi-Year Strategic Plan Timelines April 2018: Approval of status quo budget; Grant for Student Needs (GSN) release and analysis of impact; Consultation with stakeholders on Multi-Year Strategic Plan: Ward forums; Webcasts; TDSB Connects; Community Advisory Committees; School Councils; and Student Senate.

Budget & Multi-Year Strategic Plan Timelines May 2018: Consultation closing (May 1st) on the Multi-Year Strategic Plan; Report finalized based on feedback; and Final Multi-Year Strategic Plan presented to Committee. June 2018: Final Report presented to Board for Approval.

Operating vs. Capital Budgets Operating budget (April) and capital plan & budget (May/June); The operating budget represents the TDSB’s annual expenditure plan, supporting student learning and board operations; and The capital budget is a plan for addressing growth and retrofitting school facilities.

Budget Forecast

2018-19 Budget The budget for 2018-19 is balanced based on enrolment projections; The budget being presented will be a status quo budget based on 2017-18 budget, updated for enrolments; In April, the Board will vote on the full operating budget for the 2018-19 school year (depending on release date of GSN); and The goal of approving a budget in April is to provide a complete financial plan and to allow for all the academic curriculum and materials to be in place well in advance of the start of the school year.

Budget Assumptions Projected enrolment: Number of classes and teachers adjusted to enrolment. Provincial grants based on 2017-18 funding model and announced changes; Inflationary adjustments for facilities costs of utilities; and Labour contract settlements funded through current funding model or additional funding.

Budget Risks Enrolment projections to actuals; Provincial grant changes; Inflation assumptions; and Unanticipated events (e.g. weather, public health, labour disruption, government policy changes, legal etc. ).

Enrolment Projections

School-Based Staff Allocation

School-Based Staff Allocation Process School-Based Staffing School-Based Staff Allocation Process Represents approximately 65% of Board budget; The critical path for school-based staff allocation includes: Finalization of school-based staffing in early-March; and, Allocation of school-based teachers and support staff to schools in mid-March. These timelines are necessary to provide sufficient time to comply with collective agreements (i.e. school organization model and declaration of surplus).

Guiding Principles for the Staff Allocation Process School-Based Staffing Guiding Principles for the Staff Allocation Process Student enrolment (the primary driver of staff allocation for most categories); Board decisions; Collective agreements; Legislation and regulations; and Changing Ministry of Education program requirements.

Operating Budget – Next Steps Community budget information sessions throughout February and March; Online Survey: www.tdsb.on.ca/survey/budgetinput Proposed balanced budget to Board April 2018 (a status quo budget based on 2017-18); Analysis and reporting on impact of GSN announcement; Multi-year proposed capital budget to Board end of May/June; and Development of a Multi-Year Strategic Plan for Board approval.

Questions?