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

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. Budget Forecast

8. Budget
The budget for is balanced based on enrolment projections;
The budget being presented will be a status quo budget based on budget, updated for enrolments;
In April, the Board will vote on the full operating budget for the 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.

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

10. 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. ).

11. Enrolment Projections

13. School-Based Staff Allocation

14. 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).

15. 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.

16. Operating Budget – Next Steps
Community budget information sessions throughout February and March;
Online Survey:
Proposed balanced budget to Board April 2018 (a status quo budget based on );
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.

17. Questions?