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Page 1: NATIONAL EXECUTIVE REPORT 2014 - NZEI · National Executive Action on ... used as a shortcut to link to content online using your mobile device’s camera, saving ... who are already

NATIONAL EXECUTIVE REPORT 2014

Page 2: NATIONAL EXECUTIVE REPORT 2014 - NZEI · National Executive Action on ... used as a shortcut to link to content online using your mobile device’s camera, saving ... who are already

CONTENTS

IT’S TIME TO TACKLE INEQU- ALITY

NZEI Te Riu Roa National Executive and Te Reo Areare 2013/14 3

Message from the National President 4

Message from the National Secretary 5

National Executive Report to Annual Meeting 2014 6-25

Te Reo Areare Report to Annual Meeting 2014 26-27

Financial Report for the year ended 31 December 2013 28-44

ATTACHMENTS

National Executive Action on Resolutions from NZEI Te Riu RoaAnnual Meetings held in 2011, 2012 and 2013 45

AM 2013 Motion 15 46

Policy items added to the NZEI Te Riu Roa 2014 Policy documentsince Annual Meeting 2013 47

Submissions 47

NZEI Te Riu Roa Advisory Groups 48

Frequently in this report you’ll see an image like the one to the left. It’s called a QR code, and it’s

used as a shortcut to link to content online using your mobile device’s camera, saving you from

typing lengthy addresses into your mobile browser.

You’ll need an app that can read QR codes (search and install one on Android play, iTunes etc).

When you see a QR code in this report, hit it with the QR reader and it will take you to additional

online content. It’s that simple. Go ahead and try it on this QR code.

This report is available on the NZEI Te Riu Roa website – www.nzei.org.nz

© NZEI Te Riu Roa, PO Box 466, Wellington, New Zealand

Phone 0800 NZEI HELP, Fax (04) 385 1772, e-mail [email protected], www.nzei.org.nz

NATIONAL EXECUTIVE REPORT | 2014

WWW.NZEI.ORG.NZ

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IT’S TIME TO TACKLE INEQU- ALITY

NZEI TE RIU ROA NATIONAL EXECUTIVE

TE REO AREARE

Back row L to R: Sara Rogers, Vicki Signal, Manu Pohatu, Te Aroha Hiko, Liam Rutherford, July McLean, Fiona Matapo, Louise GreenFront row L to R: Lynda Stuart, Virginia Stark, Ian Leckie, Judith Nowotarski, Frances Guy, Rikki Sheterline. Absent: David Kennedy (resigned May 2014)

Back row L to R: Karepa Wall, Te Aroha Hiko, Tiri Bailey, Kala Brown, Laura Dunlop, Lauana Thomas, Merearihi WhatuiraMiddle row L to R: Marama Hune, July McLean, Max Thompson, Helen Renolds, Sophia RotanaFront row L to R: Toma Waihirere, Ngaromo Beazley, O’Sonia Hotereni, Winnifred Morris, Manu Pohatu. Absent: Paeone Goonan

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT 5

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IT’S TIME TO TACKLE INEQU- ALITY 2014 - FROM WHERE WE SIT

Call to actionThe big feature of the year was the ongoing GERM offensive which manifested itself in all sorts of different ways. I’m pleased to say that NZEI Te Riu Roa members responded to these assaults on quality public education.

Teachers achieved a settlement that, while short of reflecting what primary teachers deserve to be paid, made significant progress in advancing a career pathways model – the Advanced Classroom Expertise Teacher roles. The success of that is evident by the government trying to take that model and change it to meet their own political ends via the highly-paid new roles of their Investing in Educational Success policy.

The new roles unilaterally introduced in January have been staunchly opposed by the primary sector and this is ongoing. Our members will be deciding on the next steps.

Meanwhile, the government pressed ahead with charter schools, regardless of any evidence of success. Before the first schools even opened, plans were launched for another round of charter schools. We will continue to oppose them in the interests of a quality public education and a level playing field for all students. The government is clearly determined that charter schools deliver the results it seeks and has stacked the deck by giving these schools four times or more the per-student funding of public schools.

Our early childhood members continue to press the case for 100% qualified teachers in the context of the Best Start and Five Star campaigns. The public is behind us on this one.

Our support staff battled – as always – to achieve some sort of wage justice through promotion of the Living Wage. The campaign to move to central funding, to move wages to at least the Living Wage and to introduce career paths has met with some success in the last round.

EDUCANZ is a complete disaster, brought in on a spurious promise that it was to get rid of the influence of the industrial organisations, with no proof of such influence. We’ve ended up with an ersatz teachers’ council solely appointed by the Minister, who claims it has full independence.

The government has also signalled a major reform of school governance through the taskforce on regulations affecting school performance and tried to spin this as decluttering the operating environment. In fact, it’s far more fundamental because it’s about a fundamental review of the Education Act. As usual, there has been no genuine consultation with the sector.

The Minister of Education has signalled a review of decile funding next year. This raises enormous concern about the introduction of bulk funding through what is cutely called a Total Resourcing Model, aligned with widely discredited value-added modelling. The government seems determined to press ahead, which shows the complete lack of evidence it has for any of its initiatives and continues to amplify teachers’ concerns about the privatisation of our education system.

Turning this all around will continue to require a strong focus, discipline and commitment to quality public education from NZEI Te Riu Roa members.

Nga mihi ki a koutou katoaOur focus on advocating for quality public education has remained strong, amidst an unrelenting political drive to convince the electorate of a crisis in Aotearoa’s education system.

In this election year we saw many issues, such as Novopay and charter schools, still in the spotlight. January threw us the curveball we now know as Investing in Educational Success. NZEI Te Riu Roa was one of the few sceptics of this policy from the beginning, and as details came out over the following months, it became clear to us that there would be little benefit for students.

As more announcements came out, we were able to join the dots to see the wider agenda. ERO reporting will now explicitly use National Standards data, there has been ministerial talk of linking school funding towards “value added” measurements, a review of school regulation and governance structures and the scrapping of the Teachers Council all point towards significant changes to come in education, and an intensification of the GERM agenda.

The GERM agenda has made inequity and poverty issues worse. Competition and privatisation are impacting on quality education, but it is most keenly felt by the children who are already suffering disadvantage.

When we meet for Annual Conference 2014, the result of the general election will be known and a government may have been formed. Regardless of the outcome, the pursuit of our goal for quality public education for all continues, as does our practice to hold policy makers accountable.

I know that the membership will not stand by and watch quality public education be overrun by the GERM proponents. Members recognise what is going on and are making the connections. We are ready and able to fight in those spaces.

If March’s International Summit on the Teaching Profession 2014 (ISTP) in Wellington showed us anything, it was that the GERM agenda truly is global. Jointly organised by the Ministry of Education, the OECD and Education International, it was attended by education ministers and education union leaders from all over the world.

It was clear that the issue of data driving policy-making, or being used as an excuse for wholesale reforms, is worldwide. PISA reports frequently become a lever for change, even though it was also clear that the countries struggling in the area of equity are also struggling in the area of results.

With the ISTP being held here, the global context was clear and it enabled many of our members to make the connection that the GERM agenda is worldwide. The common themes that came out of it are so relevant to us and we need to hold that space and fight it on our terms. Being dealt with on a global scale, we’re not alone and our global body is campaigning and strategizing in that space. Our place in this isn’t just about our patch, it has links to the global shift in education.

Na Judith Nowotarski, Te Manukura Paul Goulter, National Secretary

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT6 7

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IT’S TIME TO TACKLE INEQUALITYOUR FIGHT AGAINST CHILD POVERTY AND FOR QUALITY PUBLIC EDUCATIONNZEI Te Riu Roa members succeeded in putting education and inequality at the centre of public debate over the past year. Our campaigns created a clear and high-profile opposition to the government’s reform programmes and ensured education was a key battleground for the government and all other political parties in the run up to the 2014 General Election.

The battle over the direction of education became increasingly polarised in the first half of 2014. With the government on the back foot on education by the end of 2013, it attempted to seize the initiative with the announcement of its controversial Investing in Educational Success policy in January 2014.

Meanwhile, our argument that New Zealand needs to tackle child poverty and inequality if all students are to succeed also gained traction over the past year. Child poverty and inequality rated as top concerns in voters’ minds and all the major political parties attempted to woo voters with policies to address the issue.

living wage 4 learning

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT 9

JUNE 2013 ERO report shows teachers effective in helping struggling learners

JULY 2013 Minister backtracks on mandating PaCT tool

National Standards data published

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT8

JUNE 2013 Ministerial Inquiry into Novopay released

Principals and teachers reject PaCT tool

Teachers welcome Labour’s plans to drop National Standards

STAND UP FOR KIDS – PROTECT OUR SCHOOLS

NZEI TE RIU ROA RESEARCH SHOWS: 80% OF NZERS ARE

CONCERNED ABOUT CHILDREN IN POVERTY WHILE 16% ARE

NOT CONCERNED

YONG ZHAO – HOW THE GERM DESTROYS CREATIVITY AND INNOVATIONWorld-renowned educator Professor Yong Zhao provided a welcome boost to our campaign to immunise against the GERM agenda when he spoke at last year’s Annual Conference. He also talked to a range of school, political and business leaders, explaining how the Global Education Reform Movement had failed children in other countries.

https://www.youtube.com/watch?v=Z6bxRiIADFA

WORLD TEACHERS’ DAY – PROMOTING QUALITY EDUCATIONNZEI Te Riu Roa members were at the forefront of global celebrations for World Teachers’ Day (October 5), which launched a year of action for quality education, coordinated by Education International.

The global launch began with a ceremony and powhiri in Gisborne – the first place in the world to see the sun.

As part of the celebrations, a carved hoe was presented to Te Manukura, Judith Nowotarski, to begin its journey around Aotearoa. The hoe was designed to symbolise strength for NZEI Te Riu Roa to paddle through the turbulence of GERM and the government’s education agenda.

This followed an earlier presentation at NZEI Te Riu Roa Annual Conference in Rotorua of  Te Amokura, a “rakau korero” or talking stick to symbolise the passing on of stories, knowledge and learning. Te Amokura was presented to Education International’s President Susan Hopgood who carried it to New York for the launch of the Year of Action for Education. It is continuing its journey around the world and will return to Aotearoa in time for World Teachers’ Day in October.

PACT SENT PACKING…In July 2013 Education Minister Hekia Parata back-tracked on her bid to mandate the Progress and Consistency Tool after NZEI Te Riu Roa and other sector organisations rejected the government decision to make the computerised National Standards assessment tool compulsory for every primary school in 2015. As of mid-2014, PaCT is still in the trial phase and members have responded positively to our call not to engage with the development or rollout of the tool.

GLOBAL EDUCATIONAL REFORM MOVEMENT

THE GERMFIGHT

WORLD TEACHERS’ DAY

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NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT10 11

JULY 2013 Ombudsman finds urgent need for charter school transparency

SEPTEMBER 2013 Government confirms Christchurch school closures

Labour rejects charter school policy

Government names new charter schools for next year – four months late

AUGUST 2013 Government announces closure of Learning Media

Yong Zhao speaks in New Zealand

AN INAUSPICIOUS START FOR CHARTER SCHOOLS Five charter schools opened in Auckland and Northland in early 2014, amid continued controversy over their cost and lack of transparency. NZEI Te Riu Roa continued to be a leading critic of the policy and welcomed the Labour opposition’s launch of a draft bill to close or integrate any charter schools when in government. Pasifika leaders and educators at an NZEI Te Riu Roa-organised fono also questioned the value of charter schools for Pasifika students.

The first six months of the schools’ operation have been dogged by controversy. By 1 March only 369 students had enrolled – three of which opened below their “guaranteed” minimum role. At a cost of over $7.4 million, the government’s charter school experiment was a costly exercise, with an average funding of $20,000 per student compared to an average of around $5,400 for a school with a low to medium decile rating. Property acquisition and staffing problems also hit the headlines.

Even before the first one opened its doors at the start of the New Year, the government was calling for applications for a second round to open at the beginning of 2015, with a specific focus on attracting applicants wishing to establish charter schools for children aged 0-8. Critics, including NZEI Te Riu Roa, said this exposed the real agenda of getting as many private players into the public education landscape as soon as possible. No successful applicants from the second round have yet been announced. Based on what is known about groups expressing an interest, the delay may well be due to the poor quality of applications.

NATIONAL STANDARDS AND NGĀ WHANAKETANGA DATA PUBLISHEDDespite concerns about the unreliability of “shonky” National Standards and Ngā Whanaketanga and the assurances from the government that the data would not be used to set up league tables, the Ministry of Education published school data on a region-by-region basis in July last year.

It then published detailed school data of children at every year level. NZEI Te Riu Roa again warned of how this unfairly labelled some schools and children as failing when they were making good progress. Once again, the data reflected the socio economic status of the school communities.

MINISTERIAL CROSS SECTOR FORUM ON RAISING ACHIEVEMENTNZEI Te Riu Roa agreed to participate in Education Minister Hekia Parata’s Cross Sector Forum, established in the aftermath of her backdown on increasing class sizes in June 2012. However, based on the strong response by members to a survey about our participation in the forum, NZEI Te Riu Roa President Judith Nowotarski withdrew from the Forum in late 2013 after it became increasingly clear that any so-called collaboration with the sector was window-dressing while the government’s GERM reforms continued behind the scenes.

GETTING A FAIRER DEAL FOR KIDSNZEI Te Riu Roa worked in close collaboration with other child advocacy organisations in the run up to local government and DHB elections in 2013 to get a fairer deal for vulnerable children.

The Tick for Kids campaign, launched by Auckland mayor Len Brown at Balmoral School, began as a partnership between NZEI Te Riu Roa, Every Child Counts and the New Zealand Medical Association.

The campaign called on local government and DHB candidates to sign up to a programme of policies that will champion the interests of children. This included committing to advocacy for the right of every child to have a qualified and registered teacher and to take steps to lift children out of poverty. NZEI Te Riu Roa continued active involvement through 2014 with Tick for Kids, now an umbrella for 33 child advocacy groups, with the aim of putting children’s needs at the centre of the General Election debate.

“It appears the government is trying to create some kind

of regional competition around students’ results, but

it’s particularly pointless because there is no mechanism

for addressing student achievement or school

effectiveness at a regional government level”

– NZEI Te Riu Roa Immediate Past President, Ian Leckie

“Publishing poor quality data in ever increasing detail doesn’t

make it any more reliable” – NZEI Te Riu Roa President,

Judith Nowotarski

NZEI TE RIU ROA RESEARCH SHOWS: 63% OF NZERS ARE

CONCERNED ABOUT THE DIVERSION OF TAXPAYER MONEY INTO CHARTER SCHOOLS WHILE

25% ARE NOT CONCERNED

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OCTOBER 2013 World Teachers’ Day begins at dawn in Gisborne

OCTOBER 2013 Minister Joyce admits Novopay fix-up is slow

High Court rules Phillipstown school closure is illegal

NZEI Te Riu Roa considers walking away from Ministerial Cross Sector Forum

Early Childhood hui – Auckland

NOVEMBER 2013 Government begins consultation process with Phillipstown School

BOOSTING INNOVATION AND CREATIVITY IN PRIMARY EDUCATION2014 began with an impressive line-up of international education experts, along with teachers, principals and academics from around the country, who met to discuss the final report of RAINS (Research Analysis Insights into National Standards) by Professor Martin Thrupp from Waikato University. The NZEI Te Riu Roa-commissioned study found that primary education had already been damaged and inequality was set to grow.

The conference looked at how the profession could keep a focus on creativity and innovation in primary teaching despite the current climate created by National Standards.

One goal was to set the agenda for election year – and in a striking coincidence, overlapped with the Prime Minister’s state of the nation speech to a business audience in Auckland, where he launched a major new education policy.

Seeking to regain momentum on education, John Key announced the $359 million Investing in Educational Success policy which proposed four highly paid new roles working in and across ten schools in a “community of schools” framework. While a significant new investment in education, this policy signalled major system change without consultation with the sector.

If the government hoped that the IES policy would be greeted with unanimous enthusiasm, it was mistaken. Instead, 2014 was a year in which members and school communities began to “join the dots” in terms of the government’s overall agenda.

Debate raged within the sector over whether the IES was the best use of the $359 million and could genuinely support collaboration and quality teaching or whether it would further embed the GERM agenda, create a new managerialism in schooling and undermine local autonomy.

Our organisation’s measured response to the policy and our reiteration that the government’s most urgent priority should be to address child poverty and inequality as the most significant barriers to successful learning, was strongly supported by the public.

THE LIVING WAGEIn March, this issue was highlighted as members took action outside the International Summit of the Teaching Profession to call on the government to address inequality both inside and outside the school gate. The theme of the summit, a regular joint OECD-Education International conference hosted in 2014 by New Zealand, was “excellence and equity”. While the government saw the summit as an opportunity to showcase its IES policy, NZEI Te Riu Roa members called for a “Living Wage for Learning”, pointing out that insufficient family income resulting in child poverty was a major factor in children’s success at school, and that many support staff in schools earned less than a Living Wage.

The Living Wage is a national movement aimed at ensuring all workers and their families get paid enough to thrive and participate in society. The current Living Wage

rate is calculated at $18.80 an hour. NZEI Te Riu Roa’s Living Wage for Learning campaign is calling for schools to be funded to ensure support staff are paid at least a Living Wage and enjoy better job security.

Members also took to the streets in Auckland and Wellington, calling for the government to tackle inequality and to implement a Living Wage for Learning, rather than investing $359 million in higher salaries for a few. The campaign was boosted with the announcement that North East Valley School in Dunedin was to become the first Living Wage school in the country and that Labour would commit to paying school support staff a Living Wage if elected to government.

The Living Wage issue was one point of a “triangle” of issues engaging support staff members over the past year. Getting progress on career pathways and a more sustainable funding model were the two other key goals - support staff members won progress through their collective agreement negotiations on both pay rates and a new pay scale, including a new management grade. NZEI Te Riu Roa has been calling for centralised funding for support staff to reduce the financial strain on schools and to ensure more sustainable funding. Commitments from Labour and the Greens to review the funding of school support staff when in government were also welcomed, but clearly further pressure will be required to make more concrete progress.

Schools see first-hand how damaging the impact of child poverty is on learning. As educators, we have a strong interest in ensuring family incomes are sufficient to support children to thrive and participate in school and school-related activities. Ensuring all our community receives a Living Wage would have immediate and positive benefits for student learning and engagement. – NZEI Te Riu Roa President, Judith Nowotarski

living wage 4 learning

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A BETTER PLAN

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT14 15

NOVEMBER 2013 100 children fed breakfast in front of Parliament as Mana promotes the first reading of its Feed the Kids bill

NOVEMBER 2013 Government announces second round of charter school applications

Minister announces review of school interventions

Waikato University releases findings of National Standards research (Rains)

Kindergarten teachers meet over continued kindergarten funding cuts

NZCER research shows parents do not support or understand National Standards

FEED THE KIDS BILLNZEI Te Riu Roa, along with a large number of child advocacy groups, supported the Feed the Kids Bill, the private member’s bill by Hone Harawira to provide free breakfasts and lunches in all decile 1 and 2 schools.

https://www.facebook.com/CommunityCampaignForFoodInSchoolsNz/photos_streamIn response to the bill and the growing public clamour to address child poverty and its

impact on educational success, the government announced a subsidised “Weet-bix and milk” initiative in lower decile schools in late 2013, followed in 2014 by plans to increase paid parental leave provisions and extend free medical care to all children under 13.

The Greens also announced a policy to fund school hubs, including onsite school nurses, lunch for hungry kids and free after-school and holiday care for decile 1-4 schools.

IES OR A BETTER PLAN?Meanwhile, the IES policy continued to dominate the education sector’s attention. In Term 1, primary teacher members voted at paid union meetings on a number of principles to underpin the involvement of NZEI Te Riu Roa in the IES policy process. NZEI Te Riu Roa was represented in the government-appointed working groups set up following the January announcement, but members were left frustrated by the lack of scope for influencing and changing the fundamental elements of the policy.

Throughout Term 1 and Term 2 of 2014, opposition from members and school communities spread. As the year developed, it became a question of whether to reject it outright or negotiate to make major significant changes. In early June, a joint NZEI Te Riu Roa – Principals’ Federation Forum of primary school leaders overwhelmingly expressed a lack of confidence in the government’s policy, saying that it was unacceptable and unworkable in its current form.

OUR BETTER PLAN The IES was the catalyst for the launch of the NZEI Te Riu Roa “Better Plan” in May, just before the government’s Budget.

Research shows that parents and teachers share common ground in wanting investment that directly benefits struggling kids. Also backed by evidence about what underpins student success, the NZEI Te Riu Roa “Better Plan” called for smaller class sizes to support more personalised learning, increased funding for students with special needs, quality teaching in ECE and sustainable and secure funding for school support staff.

From the beginning of 2014, the NZEI Te Riu Roa National Executive made it clear to the government that the IES decision – to either reject the policy entirely or use our collective power to negotiate the new roles into collective agreements – would be made by NZEI Te Riu Roa members. In June, the government finally put forward a formal claim for members to consider.

http://www.nzei.org.nz/ies

NZEI TE RIU ROA RESEARCH SHOWS: 65% OF NZERS BELIEVE

CLASS SIZES ARE TOO HIGH WHILE 24% DISAGREE

$359-million is a lot of money to spend on new tiers of

management when teachers know that there is a serious

lack of funding for vulnerable and struggling students.

– NZEI Te Riu Roa Immediate Past President, Ian Leckie

MAKI

NG A

REA

L DIFFERENCE FOR OUR KIDS

A BETTER PLAN

$359,000,000INVESTMENT IN EDUCATION

THE GOVERNMENT PLANS

TO INVEST $359 MILLION

OVER FOUR YEARS IN

A HIGHLY PAID CADRE

OF NEW MANAGEMENT

ROLES IN SCHOOLS.

Change principals will be

paid $50,000 a year to turn

around “failing” schools.

Executive principals will

oversee 10 schools and get

paid an extra $40,000 a year.

Expert teachers will also

work across schools and

get $20,000 extra a year.

Lead teachers will work

within their own school

and be paid an additional

$10,000.

How the government plans to spend the $359 million

SMALLER CLASS SIZES TO ENSURE INDIVIDUALISED LEARNING

A phased in programme of improved teacher:student ratios,

starting with years 4-8, is estimated to cost from $50 million a year.

ENSURE ALL CHILDREN GET THE BEST START IN LIFE ATTENDING ECE SERVICES WITH 100% QUALIFIED AND REGISTERED TEACHERS

Increasing funding for 100% qualified and registered ECE teachers

from the current 50% is estimated to cost $32 million a year.

BETTER FUNDING FOR CHILDREN WITH SPECIAL NEEDS TO SUPPORT 20,000 MORE KIDS

Around 3% of school learners (30,000 children) have high

special education needs but ORS funding is rationed to 1%.

Increasing the ORS fund to 3% is estimated to cost

$180 million a year to support 20,000 more kids.

SUSTAINABLE FUNDING FOR SUPPORT STAFF SO TEACHERS CAN FOCUS ON TEACHING AND LEARNING

Teachers aides and other school support staff are

funded through schools’ operations grants which

means they have insecure work and low wages.

Central funding of a living wage for school support staff

is estimated to cost approximately $58 million a year.

Parents and teachers have a better plan to make a real difference for our kids

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“The Minister is showing utter contempt for Christchurch teachers and school support staff. These are people who have shown extraordinary dedication for more than two years to provide Christchurch children with a secure learning environment in extremely trying times.”– NZEI Te Riu Roa Waitaha-Canterbury Chair Sandra Spekreijse

“Decisions on things like supersized schools – putting years 1-13 on one campus – along with the excessive number of mergers and closures have been made for political and ideological reasons rather than educational ones.” – NZEI Te Riu Roa President, Judith Nowotarski

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT 17NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT16

Government budgets $43.2m for continued Novopay debacle The Government expects to spend another $43.2m keeping on top of the Novopay debacle this year– 2014 Budget

NOVOPAY – STILL A LEMONMeanwhile, Novopay continued to create serious stress in schools and to haemorrhage public money as costly fix ups were put in place. And the winner of the People’s Choice Award in the 2013 Roger Awards was none other than the architect of the Novopay debacle, the Australian consulting company, Talent2. The Roger Award, organised by CAFCA (Campaign against Foreign Control of Aotearoa) and GATT (General Agreement on Tariffs and Trade) Watchdog, is presented annually for the worst transnational corporation operating in New Zealand.

Novopay was a deserving winner. And it remained a mess throughout the year. In September, a year after its introduction, an NZEI Te Riu Roa survey showed that Novopay was costing the country’s schools an extra $100,000 a week in extra administration costs and that nearly 75 percent of schools reported that Novopay had a significant or extreme impact on the administrative role, badly affecting the job satisfaction and retention of those staff.

There was another big spike in new complaints at the start of the school year when it was clear the payroll system couldn’t cope with the second pay cycle, leaving 350 principals underpaid along with multiple other issues. A random phone survey of schools by NZEI Te Riu Roa found that 80 percent of schools were still having major problems with Novopay in Term 1.

NZEI Te Riu Roa continued to assist members with their Novopay issues and to bring the Ministry’s attention to issues dogging the system. By March 2014, a staggering $33m had been spent fixing the system with another $10m projected by June. Yet Novopay remained a lemon.

NZEI TE RIU ROA RESEARCH SHOWS: 91% OF NZERS BELIEVE ALL CHILDREN DESERVE TO BE

TAUGHT BY QUALIFIED AND REGISTERED TEACHERS WHILE

8% DISAGREE

“It seems to me that nobody at Novopay can understand

the complexity of a teacher’s role and therefore school

payroll. With Datacom I’d spend 3-4 hours a week on payroll. Now it’s 6-7 hours

depending on the issues.”– Hamilton Principal

“It’s worse than last year. In the last payroll there were 22 things wrong. A couple of

staff who have worked here more than 15 years haven’t

been paid yet this year.” – Auckland Principal

CHRISTCHURCH CLOSURES CONTINUE In September the Minister confirmed the closure of seven schools in Christchurch.

Schools that closed in January 2014 were Glenmoor, Greenpark, Kendal and Richmond schools as well as Linwood, Manning and Branston Intermediates.

Meanwhile Phillipstown School continued to fight against the Minister’s earlier decision to merge it with Woolston School on the Woolston site. Phillipstown won its case against the Minister in the High Court, which found that the Minister’s decision lacked consultation and was therefore unlawful. It came as little surprise to the community when in April 2014, the Minister announced she was going to stick to her original decision despite the overwhelming community opposition. In June, the Christchurch City Council unanimously declared its support for Phillipstown School and asked the Minister for a two year reprieve from closure. The merger of Woolston and Phillipstown is now proceeding with a start date for the merged school in 2015.

OTHER MERGING AND CLOSING SCHOOLSAranui, Avondale and Wainoni schools and Aranui High will close in January 2017 to pave the way for the proposed Aranui Community Campus on the Aranui High site. The closure means that 33 teachers from Aranui Primary, Avondale School and Wainoni School and 27 support staff from those schools and Aranui High school will face the loss of their jobs.

Burwood merged with Windsor to become Waitākiri and is operating on both sites while the new school is built on the former Windsor site. Lyttleton West merged with Lyttleton Main with a new school being built on the old Lyttelton Main site. Discovery One Primary School merged with Unlimited Paenga Tawhiti Secondary School to become Aotāwiti School, an area school which will continue to operate on their current sites until the Ministry of Education find new premises in the central city.

Central New Brighton will merge with North New Brighton and Freeville Schools in 2015. Chisnallwood Intermediate will remain open on its current site with a review in 2020. Hammersley Park and Le Bons Bay were closed at the request of their Boards of Trustees. St Pauls and Our Lady of Fatima are currently in the process of considering their future following three rounds of consultation by the Christchurch Catholic Education Office. Current plans have them both closing and a new enlarged school on the Our Lady of Fatima site being built.

NZEI Te Riu Roa has been using an initiative grant to employ a staff member specifically to ensure that schools and members affected by mergers and closures have the support they need throughout the process.

Meanwhile the government announced that as a result of this shake-up two of the proposed four new schools would be built under a Public Private Partnership deal.

NOVEMBER 2013 Northland charter school received 1.6 million of public money to buy 891 hectares of farmland

DECEMBER 2013 Government backs away from vetoing paid parental leave bill

DECEMBER 2013 Children’s Commissioner report on child poverty reveals one in four children live in poverty

JANUARY 2014 Equity in education key theme at Taking Stock moving forward conference

Kindergarten head teachers get new allowance

PM makes IES announcement

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ALL KIDS DESERVE THE BEST START

COMBATING THE GERM IN THE MINISTRY OF EDUCATIONThe government sought to impose the GERM agenda in the Ministry of Education through constant restructuring and the imposition of the Full Time Equivalent cap on our members in Group Special Education roles. Through field staff action in negotiations, NZEI Te Riu Roa won a workload review resulting in tangible steps by the Ministry of Education to address the workload issues. NZEI Te Riu Roa members’ organisation through the Special Education National Reference Group, SENRG, ensured a strong NZEI Te Riu Roa voice through the restructuring processes.

NZEI Te Riu Roa also partnered with the Ministry of Education to update and roll out new handbooks for Education, Behaviour and Communication support workers. This initiative allowed us to have face-to-face contact with members and non-members from this difficult-to-access group.

NZ COUNCIL OF TRADE UNIONSThe ongoing attacks against working people and their unions ensured that NZEI Te Riu Roa played a full role in the wider labour movement in New Zealand. This was both at a national and local level. We were also involved in supporting CTU initiatives and workers in disputes. This reflects the status of NZEI Te Riu Roa and its relative size within the union movement.

The various CTU Biennial Conferences took place in late 2013 and were well attended by members. This was a good opportunity to engage not just on industrial and political issues but also on social justice and inequality.

The many and various disputes and campaigns that NZEI Te Riu Roa has dealt with have often meant that we have been unable to provide as much support as we would like. However the leadership of NZEI Te Riu Roa in contesting this government’s agenda has been widely acknowledged and welcomed by the movement.

FEBRUARY 2014 Government sets up taskforce to look at school regulations in line with confidence and supply agreement with Act

FEBRUARY 2014 Novopay bug continues with huge spike in errors for second pay cycle

50 cents an hour rise in minimum wage rate

More charter school teacher positions than at equivalent public school

Official figures show cost of extending paid parental is less than half government’s claim

MARCH 2014 Children’s Day

GET OUT AND VOTE CAMPAIGNNZEI Te Riu Roa has been an active participant in the Get Out and Vote campaign, the CTU cross-union and non-partisan project in the general election. Get Out and Vote was a key election activity for members, who got involved by signing up to be volunteers and voters, and helping encourage school communities to participate in the election.

Our union supported Get Out and Vote with staffing to develop the branding and resources for the campaign, and to work across unions in their regions co-ordinating voter activities in the final six weeks.

GREEN DAY HIGHLIGHTS CUTS TO QUALITY EARLY CHILDHOOD EDUCATION Kindergarten teacher members took action in late 2013 to raise awareness about the impact of cuts to funding and the importance of quality leadership in early childhood education. Members rallied outside the Education Minister’s Porirua office and took part in activities across the country as part of a nationwide Green Day of Action.

The actions were part of a campaign to ensure kindergarten teachers retained pay parity with their primary colleagues and that the importance of leadership was recognised. Members successfully won a settlement that included both parity and a new allowance for head teachers. This was a big shift from the Ministry’s earlier stance that kindergarten teachers had to choose between parity or the allowance. The turnaround was a result of the commitment and engagement of almost 1500 kindergarten teachers.

In October, Professor Richie Poulton and Emeritus Professor Anne Smith from Otago University, spoke at an NZEI Te Riu Roa early childhood education hui showcasing best practice in ECE. The hui provided valuable professional development for members and was part of our initiative aimed at ensuring “five-star” quality early childhood education for all children.

PAID PARENTAL LEAVENZEI Te Riu Roa has been a member of the 26 for Babies campaign because of the positive effect extending paid parental leave has on parents’ bonding with babies and reducing the financial stress on families of newborns – two issues which significantly impact on children’s success as learners throughout their lives.

The 26 for Babies campaign made huge strides through the year after Labour MP Sue Moroney’s private member’s bill to introduce 26 weeks’ paid parental leave was introduced into the House. It became a catalyst for the National Coalition Government’s change in the 2014 Budget to increase the current 14 weeks to 18 weeks by 1 April 2016.

ALL KIDS DESERVE THE BEST START

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LEADING THE PROFESSION

“The results are used to justify wide-ranging reforms

to education that are often detrimental to students

and teachers”– Judith Nowotarski NZEI

Te Riu Roa President

PISA tests damaging to education

120 leading academics and teachers from 12 countries,

including NZ, criticise the negative impact of OECD

PISA tests.

There have been constant attacks on the professional status of the teaching profession. Unfortunately much of the “consultation” that allegedly took place with the profession has been superficial and “tick the box”. Hence the evidence-based professional work of NZEI Te Riu Roa was excluded in favour of ideological positions based on a manufactured crisis in New Zealand education. National Standards are an obvious example of that.

Unfortunately the focus on “teaching quality” masked a more aggressive attack on the profession with its implicit statement that teachers were failing New Zealand students. The wide reaching conversations about what was necessary to continue to lift student success in New Zealand were absent and were replaced by a narrow focus on student achievement and raising teacher quality.

NZEI Te Riu Roa continued to advocate strongly for a more holistic approach to lifting student success that acknowledges the very significant role played by factors outside in the classroom especially socio economic status. This featured strongly in the RAINS conference, our response to the Task Force on Regulations affecting School Performance, our response to IES and in most ‘consultation’ forums in which we were engaged.

EDUCANZ REFORM WORKS ITS WAY THROUGH PARLIAMENTGovernment legislation to devalue the teaching profession and remove the right of teachers to directly elect their own professional body saw large numbers of NZEI Te Riu Roa members make opposing submissions in late 2013.

The Education Amendment Bill to establish the new Education Council of Aotearoa New Zealand (EDUCANZ) had its first reading in Parliament in March. Extensive consultation and an overwhelming number of submitters showed that the profession wanted a strong and independent teaching council that was directly elected by teachers to uphold the teaching profession, protect the public interest and ensure quality teaching and learning for all children. NZEI Te Riu Roa also supported appointments to the council made in the public interest.

NZEI Te Riu Roa appeared before the Education and Science Select Committee and its views were reflected in minority reports from opposition MPs on the committee. The government’s majority on the committee oversaw the legislation being returned to the House with little change.

ALIGNING BARGAINING TO BETTER CAREER PATHWAYSFollowing the moves to align bargaining with principle-based remuneration and recognition and improving career pathways, new career structure payments have been introduced for both principals and teachers.

CAREER PATHWAY PROGRESS FOR SCHOOL SUPPORT STAFF School support staff celebrated significant progress in a hard fought-for campaign to get fairer recognition and a better career pathway.

An agreement reached with the Ministry of Education in June to revise pay scales and better recognise experience and skills was a big step forward. However NZEI Te Riu Roa acknowledges that there is still a long way to go and the union will continue to fight for fair recognition and remuneration including central funding so schools can afford to pay support staff fairly.

PRINCIPALS’ PATHWAYThe first two steps of the new principals’ career structure payments in the Primary Principals’ Collective Agreement have now been implemented with the third step to take effect on 10 November 2014 for those principals who meet the eligibility criteria. The career structure has provided a sound professional basis for recognising the additional skills of primary principals and the contribution many principals make not just in their school but also to the primary sector more broadly.

ADVANCED CLASSROOM EXPERTISE TEACHER – NEW CAREER PATHWAY FOR TEACHERSAfter ten years of work by NZEI Te Riu Roa on developing an effective and professionally sound career pathways for teachers, ACET was launched in February. The Advanced Classroom Expertise Teacher allowance recognises exemplary classroom teaching practice and was introduced as part of the settlement of the Primary Teachers’ Collective Agreement 2013-2015.

The introduction of this ACET recognition process and allowance is a crucial milestone on our journey to introduce career pathway options for teachers that advance quality public education by better recognising and rewarding excellent classroom teaching practice.

COLLECTIVE AGREEMENT SETTLEMENTS • Primary Teachers’ CA (effective 7 June 2013 - 21 Dec 2015)• Area School Principals’ CA (effective 2 Sep 2013 - 1 June 2016)• Early Childhood Education CA (effective 26 Nov 2013 - 31 Aug 2015)• Kindergarten Teachers’, Head Teachers’ and Senior Teachers’ CA

(effective 12 Dec 2013 - 11 Dec 2016)• Service Managers’ CA (effective 16 Dec 2013 - 15 May 2016)• Support Staff in Schools CA (effective 6 June 2014 - 5 December 2016)• Kaiarahi i te Reo et. al. CA (effective 6 June 2014 - 5 Dec 2016).

MARCH 2014 Education Amendment bill to establish EDUCANZ has first reading in Parliament

MARCH 2014 Teachers vow to fight loss of voice on new teachers council

Government announces changes to Novopay system

Teachers call for transparency over government education funding agenda

Talk of linking school funding to National Standards

Official figures show that some schools inpoorer areas have annual turnover of nearly half their students

ADVANCED CLASSROOM EXPERTISE TEACHER

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SCHOLARSHIPS

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TE KETE ARONUIThe Centre of Educational Excellence has been busy working kanohi ki te kanohi (face-to-face) with members in different sectors to identify their professional learning and development priorities. Its role is to fill the gaps between members’ needs and what is being offered elsewhere. Work to date has centred on:• Kōrero with Scientists – These have proven to be popular workshops where

scientists from the MacDiarmid Institute have worked alongside teachers to develop better understanding around the nature of science.

• Reliever’s Toolkit – As a response to the growing number of young and new (YMN) members moving directly to relief work, these workshops have been designed to give support and guidance around expectations, behaviour management and everything that goes into ensuring a successful day.

• Sharing Effective Practice – The Primary Education Conference – Taking Stock Moving Forward held earlier this year showcased a number of effective practices by members. This created an ideal opportunity to support these members in sharing their work with colleagues in other regions.

• Advanced Classroom Expertise Teacher (ACET) – This is a programme for field officers and local branches to support ACET candidates and principals to unpack the criteria for developing effective and professional portfolios.

• Google Doc Basics for Admin Support Staff – These bite-size workshops begin to address the ever-changing cyber world by providing hands on and practical uses of using google docs in the workplace.

• Carrying the Tapa – This course is for non-Pasifika teachers to explore cultural context, effective engagement and effective practice with Pasifika students and families.

THE ĀRIKI PROJECT – HOW COLLABORATION BEATS COMPETITIONThe Āriki project, which helps schools create a strong collaborative and creative culture, is being supported by NZEI Te Riu Roa as well as the NZ Principals’ Federation following the withdrawal of Ministry of Education funding more than three years ago.

In contrast to the current government policy of encouraging competition between schools in the form of National Standards and league tables, the highly successful programme is designed to lead teachers towards thinking about their own work in a more collaborative, trusting and creative way. It now has more than 50 schools taking part.

A big difference between Te Āriki and other professional development programmes is the process of critical reflective practice – a professional conversation where teachers set the agenda and lead discussion around their own teaching practice.

DAVID STEWART MEMORIAL SCHOLARSHIPOne of the driving forces behind Te Āriki was highly respected educator David Stewart who passed away in January 2013. As a tribute to his work and contribution to education, NZEI Te Riu Roa, the NZ Principals’ Federation and Te Āriki Trust Scholarship set up the David Stewart Memorial Scholarship for postgraduate study. There was no award made this year but applications for 2015/16 will open shortly.

NZEI TE RIU ROA SUPPORT STAFF AND EARLY CHILDHOOD EDUCATION SCHOLARSHIPSThe framework and criteria for these scholarships was reviewed by the National Executive during 2014 with input from the Support Staff National Advisory Caucus and the Early Childhood Education National Advisory Caucus. The revised information and application forms are on the NZEI Te Riu Roa website.

NZEI TE RIU ROA ADVOCACY FOR A HIGH TRUST MODEL FOR THE TEACHING PROFESSIONNZEI Te Riu Roa withdrew from the Ministerial Forum in 2013. We committed to participating in forum where the work was more strategic and of relevance to the sector. In the past months we have been represented on several critical groups which are operating in silos but, when connected up, propose the biggest systemic shift in education since Tomorrows Schools. The Investing in Educational Success work continued to capture a large amount of our focus. Its work is linked to the Professional Learning and Development Advisory Group charged with reviewing PLD, and further linked to the Statutory Intervention Work Group. NZEI Te Riu Roa was represented in this group by the National President.

We have also been represented on the Inclusive Education Capability Building Advisory Group (IECB), seemingly sitting outside of the other groups but nevertheless critical in shaping the work in special education.

“As a result of this approach, I’ve seen teachers really thinking hard and creatively about how to best meet the needs of children – especially those who are struggling – whether it’s academically, socially, or behaviourally. It’s really helped inject that joy of professional creativity into our teaching and has had a great impact on the children at our school.”– Kay Tester, Principal , St Brigid’s School, Wellington

MARCH 2014 Living wage for learning events in Auckland and Wellington

MARCH 2014 Teachers PUMs on principles over IES

Government announces four new schools in Christchurch – two built under PPP deals

Government takes another step towards removing elected and teacher positions from new EDUCANZ

School support staff hold PUMs over Ministry of Education offer

APRIL 2014 Novopay wins Peoples’ Choice in Roger Awards

TE KETE ARONUI

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SIGNIFICANT RELATIONSHIPS SUPPORTING OUR GOALSOur overall focus on inequity and poverty, and the impact of failed policy on the sector, has developed our relationships with other stakeholders in the sector. The Child Poverty Action Group (CPAG) and Tick for Kids are important relationships. We have also established strong working relationships with many academics throughout NZ and overseas. These relationships have greatly supported our efforts to defend our quality public education system. It was a strategic move to jointly host a forum on Investing in Educational Success (IES) with the New Zealand Principals’ Federation, as was earlier joint media on this policy.

On many matters of mutual interest we worked closely with PPTA and the Tertiary Education Union. We also worked with the Quality Public Education Coalition (QPEC) as well as the Auckland Primary Principals’

Association (APPA) and other regional groups to support and enhance quality public education.

CONFERENCES

Taking Stock – Moving ForwardAn impressive line-up of international education experts, along with teachers, principals and academics from around the country in Wellington in January to discuss the final report of RAINS (Research Analysis Insights into National Standards) by Professor Martin Thrupp from Waikato University. The NZEI Te Riu Roa-commissioned study found that primary education had already been damaged and inequality was set to grow.

The conference looked at how the profession could keep a focus on creativity and innovation in primary teaching despite the current climate created by National Standards.

Positive Behaviour for Learning Conference (PB4L)Teachers and principals at this Rotorua PB4L conference had the opportunity to analyse the experiences of schools that had enacted the NZEI-backed PB4L programme. They also heard from three key international speakers – Dr Laura Riffil, Dr Tim Lewis and Dr Terry Scott.

Led by the Ministry of Education, PB4L is a joint initiative with NZEI Te Riu Roa and other non-government and early childhood sector organisations.

Rural and Teaching Principals’ Conference 2014This year the conference was held in the Bay of Islands. It attracted a cast of well-known celebrities including Pio Terei who MC’d and Nigel Latta as well as Northland GP Dr Lance O’Sullivan and educator Lester Flockton.

Growing Pasifika leaders – Auckland Fono Leo Pasifika, Pasifika voice in action, say it, do it – was the theme for the National Pasifika Fono held at the Crowne Plaza Hotel, Auckland from Friday 27th to Saturday 28th June 2014.

Opened by Rev Robert Robati-Mani, the fono was ably facilitated by Efeso Collins with keynote speakers that included Te Manukura Judith Nowotarski, Lili Tuioti, Professor Toeolesulusulu Damon Salesa and some 18 workshops generally focused around growing Pasifika Leaders, Weaving Success for Pasifika Children and the complexities of engaging with Pasifika Communities.

Te Kāhui WhetūTe Kāhui Whetū 2014 was held in Otepoti at Arai Te Uru Marae under the kaupapa of Arai Te Uru.

Sleet and rain did not deter members and staff assembled at the Waharoa from responding to the pōwhiri and entering the beautifully warm wharenui, the warmth through heat and ngākau alike.

Facilitated by Te Reo Areare through Ngā Kaihautū the participants worked their way through some very intense kōrero around IES, pōharatanga and the use of Te Matapihi o Rehua as a tool.

Information provided by Megan Potiki introduced us to the history of the rohe which was capped off by the recognition of local educationalists past and present in the Tuku Taonga session and a haerenga that allowed participants to glimpse the hītori o te rohe. Ngā mihi.

APRIL 2014 OIA figures show charter schools receive at least twice as much funding per student than public schools

MAY 2014 Government budgets for another 43.2m in Novopay costs

NZEI Te Riu Roa produces alternative budget to help students succeed

Poll shows voters unimpressed with government education performance

Educators concerned about new teaching qualification

NZ educators join international criticism of PISA tests

TAKING STOCK

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INTERNATIONAL ACTIVITYThe fourth International Summit on the Teaching Profession (ISTP) offered up two critical opportunities for our organisation. One was for the international education community to turn their attention to Aotearoa New Zealand’s devolved education system inside the summit’s theme “Excellence, Equity and Inclusiveness – High Quality Teaching for All”. The second opportunity sat outside the summit programme, coinciding with the Living Wage rallies. In Wellington, the Education International delegates were in full support and joined the gathering, with the leaders of the two largest American teachers’ organisations giving rousing speeches.

NZEI Te Riu Roa President Judith Nowotarski and Vice-President Frances Guy attended the second Education International Women’s Conference in Dublin. The President co-facilitated a workshop on organising Education Support Personnel. Key foci coming out of the conference included promoting gender equality within unions and strengthening the community conversations around gender equality.

On either side of this event, visits were made to the Irish National Teachers’ Organisation (INTO), the Scottish Teachers’ Union and the Edinburgh Institute of Scotland. NZEI Te Riu Roa has long-established relationships with these organisations and made good use of the time together to further explore country education policy and issues.

Our attendance at The World Indigenous Peoples Conference on Education held in Hawaii was opportune in light of indigenous peoples falling into this government’s “priority” group because they are not achieving. We came away with an understanding of the impact the GERM agenda is having on indigenous peoples and with a commitment to assist Education International in moving forward globally in this area.

National President Judith Nowotarski and National Secretary Paul Goulter attended the EI Unite for Education Campaign Conference in Montreal. Both facilitated conference workshops – one on Equality and Education, the other on Education Support Personnel. Key take outs from this conference were forward planning on the global education campaign and further commitment to developing the global response to corporate creep into education.

Following attendance by the Associate Research Co-ordinator of the Alberta Teachers’ Association at our Primary Education Conference in January, NZEI Te Riu Roa was invited to send a representative to Edmonton to participate in “An international dialogue on redesigning curriculum in Alberta”.

National Executive School Principals’ representative, Louise Green, in her well-received presentation, shared the story of New Zealand’s curriculum reform from a practitioner’s viewpoint.

ONLINE COMMUNICATIONS130 years of NZEI Te Riu Roa in action – photographic collection goes digitalFollowing on from last year’s digitisation of NZEI Te Riu Roa journals (1899-1989), this year saw the addition of photographs and other media such as moving image and audio to the site heritage.nzei.org.nz

The site showcases a selection of images from the NZEI Te Riu Roa photographic collection. While much of the older collection is now in the care of the Alexander Turnbull Library, the site also features contemporary images of NZEI Te Riu Roa campaigns and events. NZEI Te Riu Roa members are able to contribute to the site by logging in and recording their own stories or adding details to what we know about the photos.

The images will resonate with members, social historians, and the public alike. Everyone will recognise something from their own experiences of school days or early childhood education.

Future development will see NZEI Te Riu Roa members being able to upload images from their own collections to the site, making it a really rich resource of educational history in Aotearoa.

heritage.nzei.org.nz

MAY 2014 NZCER survey shows principals and teachers love the job but suffering increasing stress decline in job satisfaction

Teachers express strong opposition to Teachers’ Council plans - 450 members made submissions to Select Committee

Poll shows lack of support for new principal and teacher roles

HERITAGE

MAY 2014 Ombudsman rules on school donations

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TE REO AREARE REPORTTO TE KĀHUI WHETŪ AND ANNUAL MEETING 2014

Kaupapa – NZEI Te Riu Roa (Purpose – to focus our thinking on NZEI Te Riu Roa)

He MihiE ngā waka, e ngā mana, e ngā karangatanga maha, ngā mihiE ngā mate o te tautini, me te taurua, Haere, Haere, Haere atu raE ngā hunga ora, rau rangatira ma, nau mai, nau mai, whakatau maiNo reira, Tena koutou, Tena koutou, Tena tatou katoa.

TE MATAPIHI O REHUA Te Reo Areare runs group sessions with members using the following statements as instructions for implementation

Recruitment – Every rohe challenged each other to recruit new members and monitor numbers between Aronui Tōmua Hui and Te Reo Areare Hui.Rains Conference – Miro Māori and Māori Education were represented by a seamless presentations by Te Reo Areare and Margie Hohepa with encouragement from the academic speakers for Māori to hold on to their indigenous whakaaro along with te reo Māori and tikanga Māori.Leading the Profession Mai Miro Māori – When directing our attention on Leading the Profession through a Māori cultural lens, several areas were uncovered; student teachers, teacher training, rauemi, support for general stream teachers with tamariki Māori, Resource Teachers, teachers operating in dual media, professional development for Kura Kaupapa

kaiako and normalising te reo Māori.Iwi Leader Contact – Building alliances between NZEI Te Riu Roa Miro Māori and iwi leaders has become an ongoing exercise that is monitored from one hui to the next. More importantly the identified iwi leaders to contact are those individuals known as leaders by iwi not those advocated by the government.Koffe Koha – Is the $5 donation collected each Te Reo Areare hui and deposited in the prescription account of the Dr Lance O’Sullivan Medical Centre in Kaitaia.YMN – Issues of tikanga within the National YMN Hui need to be developed. Whakahau Whakamana Whakahihi (WWW)“Educating Māori for Success” – The Wepiha Whānau DVD can be purchased by members and used to engage whānau and communities in a guided conversation around raising achievement levels for Māori. The banners and “coffee banners” are clearly seen at Community Events. Miro Māori supported with election information, enrol to vote and be prepared to vote.

NGĀ WHAKAHAUWhakahau Kaiako – Advanced Classroom Expertise Teacher applications exceeded expectations but Resource Teachers of Māori are not entitled to apply. Negotiation team representatives have been selected for the potential IES bargaining teams.Whakahau Wharekura – Closely aligned with whakahau kaiako to consider Government policy and to develop a considered, collective response.Whakahau Kōhanga Reo – KI TAIAO graduation in October 2013 saw four participants from this intake. An Initiative Fund Application to fund growth organisers was endorsed to take effect in Term 4 2014. Hui initiated by King Tuheitia in Ngaruawahia to consider the future of Kohanga Reo – members found that it was a difficult forum to share their whakaaro.Whakahau Kōhungahunga – Early Childhood Education Quality Checklist from Best Start shared with the intention of providing a checklist from a Miro Māori perspective.Whakahau Kaiāwhina Tautoko – Focus still on amalgamating the Agreements. Kaiāwhina Tautoko representatives will sit on the scholarship selection panel. Profiling Kaiāwhina Tautoko at Te Kāhui Whetū.Te Umanga Mātauranga (Special education) – Three reference group meetings were funded by the Ministry of Education. Special Education National Reference Group members were asked to raise the profile of special education within the regions which included worksite visits by Te Manukura.

CULTURE

Use only te reo Māori under this heading. Remember, this lens is Māori.

Individuals may need to clarify their suggestions to increase understanding for others

CULTURE

Mahi ngātahi

Whanaungatanga

Māramatanga

Te Tiriti

Ukaipotanga

Mōhiotanga

Tikanga

Rangatiratanga

Pūkenga

CONTEXT

State the context i.e. social, economic, financial, global, or any others.

No-one is wrong but may need to refocus

CONTEXT

Membership

Economic

Physical

Political

Spiritual

Cultural

Structures

Global

EVIDENCE

Provide the evidence that supports the thinking

EVIDENCE

Rules

Annual Meeting

Participation

TRA guidelines

Te Kāhui Whetū

Collective Agreements

Plans-AT, AC

Consultation

Social Media

Policies

Mātauranga Tūhāhā

RISKS

The potential risks to our decisions around this kaupapa?

RISKS

Government

Governance

Mana

No Takawaenga

Expected workload

Member voice

Kanohi ki te kanohi

Personal touch

Ka rere te manu

Uninformed members

OUTCOMES

Select a kupu or concept from “Culture” to develop outcomes. Be forward thinking but positivity is not always possible

OUTCOMES

Increased knowledge about Miro Māori

Taurahere for NZEI Te Riu Roa

TRA & Nat Ex understand structures

NZEI Te Riu Roa members are better informed about NZEI Te Riu Roa

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2013 OVERVIEWNational Executive is charged with stewardship of the Institute’s financial resources.

Annual Meeting 2012 passed an indicative budget for 2013 with a deficit before tax of $73,656. The final budget approved for 2013 was based on an average fulltime equivalent membership (FTE) of 33,200 (2012: 34,375) and a consolidated profit of $112,837 before tax.

A consolidated profit before tax of $506,061 was reported for 2013, underpinned by continued strong performance from our investment portfolio and capital investment in EHL building upgrade leading to a decrease in investment property fair value loss.

National Executive continues to ensure funding is approved for initiatives that fulfil and further the aims and objectives of the Institute. To this end a total of $703,000 of new commitments was approved from the NZEI Te Riu Roa Reserves Fund and NZEI Te Riu Roa Initiatives Fund in 2013. This compares with $255,000 in 2012 and $1,258,000 in 2011.

The investment portfolio continues to perform well and has again returned strong results with a reported gain of $518,670 (2012: $618,003).

Upgrade work on Education House – West Block is progressing according to schedule. Replacement of old lifts was completed in December 2013 at a cost of $518,000. The lobby is being given a facelift with completion due mid 2014. New fire egress, stairway handrails and upgrades to toilets on various floors is in progress. This phase of EHL building upgrade and associated approved budget is due to finish at the end of 2014 and National Executive will review the need for future upgrade work.

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

New Zealand Educational Institute Te Riu Roa

Consolidated statement of comprehensive income

2013 2012

$ $

Income 18,377,859 18,501,327

Expenses 18,357,229 17,702,612

Operating profit 20,630 798,715

Finance income/(expense) – net 64,492 (387)

Fair value gain on financial assets through profit or loss 518,670 618,003

Investment property fair value loss (97,731) (298,281)

Profit before income tax 506,061 1,118,050

Income tax expense 378,736 219,885

Profit for the year attributable to the members 127,325 898,165

Other comprehensive income

– Gain/(loss) on revaluation of land and buildings 66,671 (99,005)

– Tax on revaluation of land and buildings 2,334 54,033

Total comprehensive income for the year attributable to the members 196,330 853,193

2013 HIGHLIGHTS

Financial performanceTotal income decreased by $123,468 due to a combination of decrease in membership subscription of $205,509 and an increase in other income of $82,041.

Total expenses increased by $654,617 mainly a result of increased level of activities. In operations, investments in maintaining infrastructure capacity and systems building resulted in increased depreciation charge of $120,864. Reviews covering Information, Communications and Technology (ICT), whole of fleet management and other operations led to increase in one off charges in 2013 of $157,644. Savings from this review is expected in future years.

Organising and governance expenditure increases were mainly a result of a greater need to mobilise the wider membership industrially, higher spend on strategic funded projects and required representation at an increased number of meetings and conferences.

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Income ($’000’s)

$ 18,378 Expense ($’000’s)

$ 18,357

Personnel $ 9,508 74%

Financial $ 2,350 18%

Operations $ 1,081 8%

Subscriptions $ 17,377 94.6%

Rental $ 780 4.2%

Sundry $ 189 1.0%

Commission $ 32 0.2%

Operations $ 12,939 70.5%

Organising $ 3,618 19.7%

Governance $ 960 5.2%

Education House $ 840 4.6%

Annual Meeting $ 424 44%

National Executive $ 390 41%

Maori Governance $ 146 15%

Property Administration $395 47%

Insurance & Rates $ 327 39%

Repairs & Maintenance $ 119 14%

Strategic Plans $ 1,309 36%

Branch/AC Activities $ 1,272 35%

International/Union $ 391 11%

Membership & Legal $ 354 10%

Communications $ 292 8%

Operations$ 12,939 ($’000’s)

Education House Limited (EHL) & investment propertyEHL operations continued with almost full occupancy during the year. Rental renewals were concluded based on CPI adjustments and the emphasis on building a community of education, union and related tenants alongside NZEI Te Riu Roa.

During the year it was decided to rationalise and tidy up the intercompany current account between the parent, NZEI Te Riu Roa, and its subsidiary EHL. To ensure transparency and group tax efficiency external tax advice was obtained. EHL Directors approved a dividend of $1,110,000.00 be paid to the parent, NZEI Te Riu Roa.

EHL reported an operating profit of $197,118 (2012: profit $206,472), in line with previous years results.

Work on upgrading Education House – West Block continues according to plan. The value of the building has increased by $550,000 ($6,750,000 to $7,300,000) compared to prior year, reflecting increased value from the $731,000 spent on refurbishment work to 31 December 2013.

There was investment property fair value loss of $97,731 (2012: loss $298,281) and income tax expense of $287,732 (2012: $77,456), mainly due to deferred tax adjustment of $202,891 for the building recorded during the year.

Rotorua Welfare Units maintained its value at $300,000 (2012: $300,000).

The property used as residence for the National President was sold during the year and replaced with an apartment in central Wellington, mainly due to location and associated travel to and from after normal work hours. A city apartment within walking distance was deemed more suitable.

Investments and property portfolioThe National Executive is charged with ensuring stewardship of the Institute’s financial resources. This includes oversight of our assets – the AMP investment portfolio, shares in Trade Union Centre (Canterbury) Ltd (TUC), property and fixed assets.

National Executive regularly review NZEI Te Riu Roa’s investments and property portfolio to ensure benchmark market returns are achieved and overall fit with objectives.

The investment portfolio has recorded gains of $2.55 million since it was set up in 2003/04 and ended 2013 with a closing balance of $5.85 million. Of the gains recorded, $1.75 million has been cashed out for the EHL building upgrade work ($1 million) and the balance for projects National Executive deem to be in line with furthering the aims and objects of the Institute.

Since inception the investment portfolio has met the objectives of providing sustainable income flow and generating moderate capital growth while at the same time protecting the real value of the capital. To this end National Executive is confident that the existing investment policy continues to be appropriate going forward.

A prudent approach has allowed for investment gains to be utilised to upgrade Education House – West Block, the flagship of NZEI Te Riu Roa. Upgrade work completed to-date has had tangible results in that the value of the building has increased by $550,000 in 2013. The upgrade work is continuing. Feedback from tenants has been very positive and this has also flowed into renewal of some anchor tenancies at improved rentals and extended periods.

We are particularly proud of the new foyer design that captures the Treaty based essence of NZEI Te Riu Roa. The next phase of upgrade work to the external façade of the building, if approved, will require significant investment. Every effort will be made to prioritise and maintain Education House and ensure it fulfils the objective of being the hub for education and union stakeholders.

National Executive has also reviewed the property portfolio of NZEI Te Riu Roa and considered its approach in the light of strategic demands. With the exception of Education House – West Block and a residence for the National President, it was decided to exit from the Canterbury TUC and Rotorua Welfare Units.

Both the investments in TUC and Rotorua Welfare Units are now deemed outside of NZEI Te Riu Roa core activity. Decisions to sell both investments have been made and National Executive will expect a full market return for their disposal. To-date we have not been able to exit our interest in the Canterbury TUC. The sale of the Rotorua Welfare Units will proceed in the new year.

71%

Organising$ 3,618 ($’000’s)

20%

Governance$ 960 ($’000’s)

Education House$ 840 ($’000’s)

5% 4%

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

Breakdown of expense categories

Breakdown of  income and expense

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Income tax expenseConsolidated income tax expense was $378,736 (2012: $219,885). This is made up of current year tax of $172,111 (2012: $222,513) and deferred tax of $206,625 (2012: benefit $2,628). As mentioned previously the deferred tax liability is due to depreciation previously claimed against the EHL building being disallowed as a result of the Taxation Act 2010 bill impacting the financial year.

For tax purposes, NZEI Te Riu Roa is treated as a mutual association1 and incorporated society with its membership related activities not for profit. This means that its subscription income is non-taxable, and related expenses are also non-deductible.

However, income tax is paid on all other income sources, including gains in financial assets (investment portfolio) and profits from investment property (EHL).

NZEI Te Riu Roa Reserves Fund & Initiatives FundThe NZEI Te Riu Roa Reserves Fund started the year with a balance of $191,000 of uncommitted funds (2012: $241,000). This was increased by $26,000 (50% of 2012 operating surplus) and $750,000 cashed out of investment portfolio. A total of $230,000 new commitments were made to Advancing Quality Public Education ($50,000) and ECE Growth Organising ($180,000). At the end of 2013 an uncommitted balance of $737,000 remained in the NZEI Te Riu Roa Reserves Fund.

Of the $1,180,000 committed in the three years 2011-2013, $1,143,000 has been spent.

The NZEI Te Riu Roa Initiatives Fund2 started the year with a balance of $495,000 of uncommitted funds (2012: $296,000). This was increased by $543,000 of undrawn levies from 2012 (2011: $404,000). A total of $473,000 new commitments were made to RAINs project ($90,000), Christchurch Education project ($125,000), Pasifika workplan ($150,000), Auckland Communications Support ($103,000) and Parent & Community Engagement ($5,000). The NZEI Te Riu Roa Initiatives Fund had a balance of $565,000 of uncommitted funds at the end of 2013.

Of the $1,036,000 committed in the three years 2011-2013, $724,000 has been spent.

National Executive has determined that 2014 will be the last year for which applications can be made to the NZEI Te Riu Roa Initiatives Fund. The fund will be closed at the end of 2014 and any uncommitted amounts will be transferred to the NZEI Te Riu Roa Reserves Fund.

The total of uncommitted amounts in NZEI Te Riu Roa Reserves Fund and NZEI Te Riu Roa Initiatives Fund at the end of 2013 was $1,302,000 (2012: $686,000).

Budget 2014Annual Meeting 2013 endorsed an indicative consolidated budget for 2014 in which income exceeded expenditure by $84,078 (FTEs: 32,700). The final budget approved for 2014 recorded a consolidated deficit of $432,720 before tax and other adjustments (2013: deficit of $378,927) with FTEs of 32,200 (2013: 33,200).

The above totals are based on normal operating activities and income streams. However, from time to time National Executive may approve activities and projects in line with the purpose of supporting and furthering the aims and objects of the Institute. In these instances NZEI Te Riu Roa Reserves Fund and/or NZEI Te Riu Roa Initiatives Fund may be utilized.

New Zealand Educational Institute Te Riu Roa

3 Year strategic budget 2015 - 2017 consolidated (indicative only) Year 12015

Year 22016

Year 32017

$ $ $

Income

Subscription income (Note 2 & 3) 17,487,353 17,721,969 18,264,534

External rental income – Education House Limited (Note 7) 778,973 815,658 852,893

Interest income 45,000 45,000 45,000

AMP portfolio income 250,000 250,000 250,000

Membership benefits commission 44,000 44,660 45,330

Accounting contract income 62,525 62,525 62,525

Advertising – Education Aotearoa 45,000 45,000 45,000

Sundry income 60,000 60,000 60,000

Total income 18,772,851 19,044,812 19,625,282

Expenditure

Personnel 3,058,158 3,094,856 3,156,753

Financial expenses 539,400 547,491 555,703

National office operations 1,158,600 1,175,979 1,208,619

Regional operations 670,266 695,320 705,750

Maori team operations 54,440 55,257 56,085

Total operations 5,480,864 5,568,903 5,682,910

Regional organising 130,980 132,945 134,939

Maori workplan 25,800 26,187 26,580

Membership support 111,000 111,000 111,000

Membership organising 63,400 64,351 65,316

International activities 187,200 190,008 192,858

Legal services 1,289,323 1,308,663 1,328,293

Branch/AC levies (Note 4) 1,702,160 1,727,692 1,753,607

Inter-Union activities 202,000 205,030 208,105

Communications 278,760 282,941 287,186

Strategic plans (Note 5) 6,632,076 6,726,343 6,827,239

Total organising 10,622,700 10,775,161 10,935,122

National executive 392,200 398,083 404,054

Annual meeting 430,000 430,000 430,000

Maori governance 160,000 162,400 164,836

Total governance 982,200 990,483 998,890

Education House Limited 1,213,645 1,257,276 1,276,135

Education House Limited 1,213,645 1,257,276 1,276,135

Total expenditure 18,299,409 18,591,822 18,893,055

Surplus before tax 473,443 452,991 732,225

3 YEAR STRATEGIC BUDGET 2015 – 2017 CONSOLIDATED (Indicative only)

Notes:1. The above is indicative only. The budgeting process will result in a final approved budget at the National Executive Meeting in November 2014.

2. Budgeted FTE 2015: 32,000, 2016:32,500 and 2017: 33,000 (Note B2014: 32,200).

3. Subscription income includes 1.6% inflation adjustment for 2015 and 1.5% for 2016 and 2017 respectively.

4. Branch/AC levies includes 1.6% inflation adjustment for 2015 and 1.5% for 2016 and 2017 respectively.

5. The 3 year budget above is based on normal operating income expenses. Therefore the Strategic Plans budget exclude one off projects that are approved to be funded from the Reserves Fund and Initiatives Fund.

6. Other budget lines are based on actual known expenses, planned and forecasted expenses, plus inflation adjustment of 1.5% in 2016 and 2017.

7. External tenancy income of Education House Limited assumes almost full occupancy at existing tenancy rates in 2016/2017.

1 Mutual association: self governing, non-government and voluntary with

nature of transactions deemed non taxable. 2 The NZEI Te Rui Roa Initiatives Fund is added to at the beginning of

each year with any undrawn portion of Branch and Area Council levies

budgeted in the previous year.

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

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NZEI TE RIU ROA Financial report for the year ended 31 December 2013

Subscriptions & resourcesAnnual Meeting 2012 passed a resolution to amend the Rules of the Institute, approving membership subscriptions to be adjusted on an annual basis to reflect movements in the Consumer Price Index (CPI) during the twelve months period up to 31st December of the previous year. Such adjustment will not prevent the National Executive from seeking a subscription increase in any given year in excess of the CPI movement.

Subscriptions therefore increased by the 0.9% CPI increase for the year ended 31 December 2012. This increase was applied from February 2013. The next increase will reflect the 1.6% CPI increase for the year ended 31 December 2013.

Recruitment and retention remain a high priority. At the end of 2013, membership was 50,164 (2012: 51,165), which equated to a average FTE figure of 31,664 (2012: 33,508).

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

SUMMARY OF FINANCIAL STATEMENTSThe summary financial statements are for New Zealand Educational Institute Te Riu Roa (Inc.) (‘the Institute’) and the Group, comprising the Institute and its wholly owned subsidiary, Education House Limited.

The summary financial statements are presented in New Zealand dollars, which is the functional and presentation currency of the Institute and Group.

The summary financial statements are extracted from the full financial statements for the year ended 31 December 2013, which were authorised for issue on 22 July 2014, and for which an unmodified audit opinion was given by PricewaterhouseCoopers.

The full financial statements have been prepared in accordance with New Zealand Generally Accepted Accounting Practice in New Zealand. They comply with New Zealand equivalents to International Financial Reporting Standards (“NZ IFRS”) and other applicable Financial Reporting Standards, as appropriate for a public benefit entity.

The Institute (Parent) and Group are designated as public benefit entities (PBE) for financial reporting purposes.

The summary financial statements comply with FRS 43: Summary Financial Statements.No events occurred between the date the full financial statements were authorised and

the date the summary financial statements were authorised that require disclosures in these summary financial statements.

These summary financial statements cannot be expected to provide as complete an understanding as provided by the full financial statements.

The full financial statements are available by request via email to [email protected]

Acknowledgements The National Executive wish to thank all those agencies involved in the collection of membership subscriptions. The work of treasurers and secretaries of Branches/Aronui Tomua/ Komiti Pasifika/ Area Councils in providing financial management for their groups is also recognized and appreciated.

Frances GuyChairpersonExecutive Finance CommitteeAugust 2014

Judith NowotarskiNational President22 August 2014

Paul GoulterNational Secretary22 August 2014

New Zealand Educational Institute Te Riu Roa

Consolidated income statement for the year ended 31 December 2013

Consolidated Parent

Notes 2013 2012 2013 2012

$ $ $ $

Income

Revenue 1 18,157,054 18,353,109 18,498,489 17,593,661

Other income 1 220,805 148,218 292,509 211,907

Expenses

Employee compensation and benefits 2 9,508,319 9,168,432 9,508,319 9,236,432

Depreciation and amortisation 2 597,147 476,283 446,706 325,671

Operating lease expense 2 848,819 739,916 1,340,357 1,229,336

Other expenditure 2 7,402,944 7,317,981 6,562,104 6,421,886

Operating profit 20,630 798,715 933,512 592,243

Finance income / (expense) – net 1 64,492 (387) 43,855 (1,573)

Fair value gain on financial assets through profit or loss 518,670 618,003 518,670 618,003

Investment property fair value (loss)/ gain (97,731) (298,281) - 10,000

Profit before income tax 506,061 1,118,050 1,496,037 1,218,673

Income tax expense 4 378,736 219,885 91,004 142,429

Total income tax expense 378,736 219,885 91,004 142,429

Profit for the year attributable to the members 127,325 898,165 1,405,033 1,076,244

The consolidated operating profit for 2013 of of $20,630 (2012: profit $798,715) includes expenditure incurred through use of reserves accumulated in prior years, $319,152 from NZEI TE Rui Roa’s Reserves Fund (2012:$212,826), and $271,295 from NZEI Te Riu Roa Initiatives Fund (2012:$192,965), a total of $590,447 (2012:$405,791). Excluding these expenditure would have resulted in a consolidated operating profit of $611,077 (2012:$1,204,506).

The above income statement should be read in conjunction with the accompanying notes.

For and on behalf of the National Executive

New Zealand Educational Institute Te Riu Roa

Consolidated statement of comprehensive income for the year ended 31 December 2013

Consolidated Parent

2013 2012 2013 2012

$ $ $ $

Profit for the year attributable to the members 127,325 898,165 1,405,033 1,076,244

Other comprehensive income:

(Loss)/gain on revaluation of land and buildings 66,671 (99,005) - 14,624

Tax on revaluation/disposal of land and buildings 2,334 54,033 (1,680) (490)

Other comprehensive income for the year, net of tax 69,005 (44,972) (1,680) 14,134

Total comprehensive income for the year attributable to the members 196,330 853,193 1,403,353 1,090,378

The above statement of comprehensive income should be read in conjunction with the accompanying notes.

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NZEI TE RIU ROA Financial report for the year ended 31 December 2013

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

New Zealand Educational Institute Te Riu Roa

Consolidated statement of changes in equity for the year ended 31 December 2013

Consolidated Retained Earnings

Revaluation Reserves

Reserves, Initiatives & Legal

Assist Fund

Total Equity

$ $ $ $

Balance as at 1 January 2012 12,233,247 2,829,495 923,680 15,986,422

Profit for the year 898,165 - - 898,165

(Loss) on revaluation of land and buildings (net of tax) - (44,972) - (44,972)

Total comprehensive income 898,165 (44,972) - 853,193

Transfer to / (from) Retained Earnings to Initiatives Fund (404,000) - 404,000 -

Utilisation of Reserves Fund 212,826 - (212,826) -

Utilisation of Initiatives Fund 192,965 - (192,965) -

Balance as at 31 December 2012 13,133,203 2,784,523 921,889 16,839,615

Profit for the year 127,325 - - 127,325

Gain on revaluation of land and buildings (net of tax) - 69,005 - 69,005

Total comprehensive income 127,325 69,005 - 196,330

Transfer to / (from) Retained Earnings to Initiatives Fund (474,213) (69,000) 543,213 -

Transfer to / (from) Retained Earnings to Reserves Fund (775,645) - 775,645 -

Transfer to / (from) Legal Assist Fund (88,432) - 88,432 -

Utilisation of Reserves Fund 319,152 - (319,152) -

Utilisation of Initiatives Fund 271,295 - (271,295) -

Balance as at 31 December 2013 12,512,685 2,784,528 1,738,732 17,035,945

The above statement of changes in equity should be read in conjunction with the accompanying notes.

Parent Retained Earnings

Revaluation Reserves

Reserves, Initiatives & Legal

Assist Fund

Total Equity

$ $ $ $

Balance as at 1 January 2012 5,836,885 150,066 923,680 6,910,631

Profit for the year 1,076,244 - - 1,076,244

Gain on revaluation of land and buildings (net of tax) - 14,134 - 14,134

Total comprehensive income 1,076,244 14,134 - 1,090,378

Transfer to / (from) Retained Earnings to Initiatives Fund (404,000) - 404,000 -

Utilisation of Reserves Fund 212,826 - (212,826) -

Utilisation of Initiatives Fund 192,965 - (192,965) -

Balance as at 31 December 2012 6,914,920 164,200 921,889 8,001,009

Profit for the year 1,405,033 - - 1,405,033

Tax on disposal of building - (1,681) - (1,681)

Total comprehensive income 1,405,033 (1,681) - 1,403,352

Transfer to / (from) Retained Earnings to Initiatives Fund (474,213) (69,000) 543,213 -

Transfer to / (from) Retained Earnings to Reserves Fund (775,645) - 775,645 -

Transfer to / (from) Legal Assist Fund (88,432) - 88,432 -

Utilisation of Reserves Fund 319,152 - (319,152) -

Utilisation of Initiatives Fund 271,295 - (271,295) -

Balance as at 31 December 2013 7,572,110 93,519 1,738,732 9,404,361

The above statement of changes in equity should be read in conjunction with the accompanying notes.

The NZEI Te Riu Roa Reserves Fund and Initiatives Fund are maintained for the purpose of supporting and furthering the aims and objects of the Institute by such action or means as the National Executive may from time to time deem fit. The Legal Assist. Fund was set up in 2013 for the purpose of providing legal assistance. During the year a total of $1,407,290 was committed from retained earnings to fund various activities approved by the National Executive (2012:$404,000).

New Zealand Educational Institute Te Riu Roa

Consolidated Statement of Financial Position as at 31 December 2013

Consolidated Parent

Notes 2013 2012 2013 2012

$ $ $ $

ASSETS

Current assets

Cash and cash equivalents 4,219,844 2,331,364 3,192,224 2,312,364

Trade and other receivables 351,577 619,741 338,483 497,060

Financial assets 5,741,740 7,055,635 5,741,740 7,055,635

Total current assets 10,313,161 10,006,740 9,272,447 9,865,059

Non-current assets

Financial assets 175,881 210,829 175,881 210,829

Investment in subsidiary - - 299,998 299,998

Provident fund loans 68,007 65,020 68,007 65,020

Intangible assets 549,913 603,199 549,913 603,199

Property, plant and equipment 3 4,317,876 4,533,811 868,701 1,305,093

Deferred tax asset 4 - - - 1,680

Investment property 4,228,045 3,931,892 300,000 300,000

Total non-current assets 9,339,722 9,344,751 2,262,500 2,785,819

TOTAL ASSETS 19,652,883 19,351,491 11,534,947 12,650,878

LIABILITIES

Current liabilities

Trade and other payables 2,118,544 1,881,202 2,077,445 4,267,392

Income tax payable 8,039 47,229 53,141 85,054

Total current liabilities 2,126,583 1,928,431 2,130,586 4,352,446

Non-current liabilities

Trade and other payables - 297,423 - 297,423

Deferred tax liability 4 490,355 286,023 - -

Total non-current liabilities 490,355 583,446 - 297,423

TOTAL LIABILITIES 2,616,938 2,511,877 2,130,586 4,649,869

Net assets 17,035,945 16,839,614 9,404,361 8,001,009

EQUITY

Reserves 4,523,260 3,706,411 1,832,251 1,086,089

Retained earnings 12,512,685 13,133,203 7,572,110 6,914,920

TOTAL EQUITY 17,035,945 16,839,614 9,404,361 8,001,009

The above statement of financial position should be read in conjunction with the accompanying notes.

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NZEI TE RIU ROA Financial report for the year ended 31 December 2013

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

New Zealand Educational Institute Te Riu Roa

Consolidated statement of cash flows for the year ended 31 December 2013

Consolidated Parent

2013 2012 2013 2012

$ $ $ $

Cash flows from operating activitiesCash from subscriptions 17,541,264 17,367,737 17,541,264 17,367,737

Cash from property rentals 779,739 770,285 11,174 10,837

Commission income 31,884 32,648 31,884 31,606

Sundry income 188,922 115,570 212,823 108,598

Interest received 97,420 51,111 76,783 49,925

Tax paid (134,649) (93,536) (7,815) (4,494)

Payments to suppliers and employees (17,394,239) (17,363,618) (16,618,927) (16,791,892)

Payments (to) / from (subsidiary)/ parent - - (1,843,579) -

Net cash inflow / (outflow) from operating activities 1,110,341 880,197 (596,393) 772,317

Cash flows from investing activitiesPurchases of property, plant and equipment (PPE) (794,841) (367,687) (96,727) (243,960)

Purchases of intangible assets (127,110) (175,134) (127,110) (175,134)

Purchase of investment property (520,247) (12,128) (520,247) -

Proceeds from sale of property, plant and equipment 503,265 - 503,265 -

Proceeds from Investment Portfolio 1,750,000 - 1,750,000 -

Net cash inflow / (outflow) from investing activities 811,067 (554,949) 1,509,181 (419,094)

Cash flows from investing activitiesInterest paid on finance leases (32,928) (51,498) (32,928) (51,498)

Net cash (outflow) from financing activities (32,928) (51,498) (32,928) (51,498)

Net increase in cash and cash equivalents 1,888,480 273,750 879,860 301,725

Cash and cash equivalents at beginning of the year 2,331,364 2,057,614 2,312,364 2,010,639

Cash and cash equivalents at end of the year 4,219,844 2,331,364 3,192,224 2,312,364

Consolidated Parent

2013 2012 2013 2012

$ $ $ $

Reconciliation of cash generated from operations

Profit after income tax 127,325 898,165 1,405,033 1,076,244

Non-cash items- Depreciation 416,751 426,955 266,310 276,343

- Amortisation 180,396 49,328 180,396 49,328

- Investment property fair value gain/ (loss) 97,731 298,281 - (10,000)

- Fair value (gain) on financial assets through profit or loss (518,670) (618,003) (518,670) (618,003)

- Intercompany operating lease expense - - 285,495 45,420

- Intercompany income - - (47,802) (71,703)

- Deferred tax 206,625 (2,628) - (1,890)

- Branch/AC levies 8,946 22,159 8,946 22,159

Categorised as financing activities- Finance lease interest 32,928 51,498 32,928 51,498

Changes in working capital- (Increase) in trade and other receivables 268,164 (291,489) 158,577 (195,723)

- (Increase) in tax receivable - 8,344 - 10,016

- (Increase) in Provident Fund loans (2,987) (12,098) (2,987) (12,098)

- (Decrease) in trade and other payables 377,205 95,263 136,828 158,479

- (Decrease) in intercompany account - - (2,466,929) -

- (Decrease) in tax payable (84,073) (45,578) (34,518) (7,753)

Cash generated from operations 1,110,341 880,197 (596,393) 772,317

The above statement of cash flows should be read in conjunction with the accompanying notes.

New Zealand Educational Institute Te Riu Roa

Notes to consolidated financial statements for the year ended 31 December 2013

1. Revenue and other income

Consolidated Parent

2013 2012 2013 2012

$ $ $ $

Revenue from operations

Subscriptions 17,377,315 17,582,824 17,377,315 17,582,824

Dividend - - 1,110,000 -

Rental income from investment property 779,739 770,285 11,174 10,837

Total revenue from operations 18,157,054 18,353,109 18,498,489 17,593,661

Other income

Commission 31,884 32,648 31,884 31,606

Management Fee (EHL) - - 71,704 71,703

Sundry 188,921 115,570 188,921 108,598

Total other income 220,805 148,218 292,509 211,907

Finance income / (expense)

- Interest income on short term bank deposits 97,420 51,111 76,783 49,925

- Interest expense on finance leases (32,928) (51,498) (32,928) (51,498)

Net finance income / (expense) 64,492 (387) 43,855 (1,573)

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NZEI TE RIU ROA Financial report for the year ended 31 December 2013

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

New Zealand Educational Institute Te Riu Roa

Notes to consolidated financial statements for the year ended 31 December 2013

2. Total expenditure

Consolidated Parent

2013 2012 2013 2012

$ $ $ $

Operational expenditure

Employee compensation and benefits:

- Salaries and wages 8,868,395 8,648,129 8,868,395 8,648,129

- Pension costs (defined contribution plan) 558,750 516,329 558,750 516,329

- Other employment benefits 81,174 71,974 81,174 71,974

Total employee compensation and benefits 9,508,319 9,236,432 9,508,319 9,236,432

Financial and administration expenses 904,301 919,060 904,301 919,060

Depreciation and amortisation 597,147 476,283 446,706 325,671

Operating lease expense 848,819 739,916 1,340,357 1,229,336

National office operations 676,566 669,025 676,566 669,025

Field office operations 353,205 324,137 353,205 324,137

Maori team operations 50,672 58,358 50,672 58,358

Total operations 12,939,029 12,423,211 13,280,126 12,762,019

Organising expenditure

Field office organisation 29,367 30,029 29,367 30,029

Maori workplan 18,439 20,169 18,439 20,169

Membership support 138,250 115,383 138,250 115,383

Membership organisation 73,997 69,663 73,997 69,663

International activities 179,319 110,229 179,319 110,229

Legal services 94,373 114,158 94,373 114,158

Branch / AC levies 1,272,048 1,354,707 1,272,048 1,354,707

Inter-Union activities 211,300 197,788 211,300 197,788

Communications 292,206 256,745 292,206 256,745

Strategies (excluding personnel costs) 1,308,550 1,261,268 1,308,550 1,261,268

Total organising 3,617,849 3,530,139 3,617,849 3,530,139

Governance expenditure

National executive 389,473 356,933 389,473 356,933

Annual meeting 424,223 401,043 424,223 401,043

Maori governance 145,815 163,191 145,815 163,191

Total governance 959,511 921,167 959,511 921,167

Education House expenditure

Education House Ltd 840,840 828,095 - -

Total Education House 840,840 828,095 - -

Total expenditure 18,357,229 17,702,612 17,857,486 17,213,325

New Zealand Educational Institute Te Riu Roa

Notes to consolidated financial statements for the year ended 31 December 2013

3. Property, plant and equipment

CONSOLIDATED Property (valuation)

Computer Hardware

(cost)

Furniture & Fittings

(cost)

Other Equipment

(cost)

Leasehold Improve (cost)

Work in Progress

(cost)

Total

At 1 January 2012 $ $ $ $ $ $ $

Cost or valuation 3,884,230 981,685 518,617 1,043,442 422,255 - 6,850,229

Accumulated depreciation - (876,333) (435,583) (728,378) (334,517) - (2,374,811)

Net book amount 3,884,230 105,352 83,034 315,064 87,738 - 4,475,418

Year ended 31 December 2012

Opening net book amount 3,884,230 105,352 83,034 315,064 87,738 - 4,475,418

Revaluation surplus (99,005) - - - - - (99,005)

Additions 10,395 134,475 11,191 458,085 9,716 199,463 823,325

Disposals - - 152 (239,937) 811 - (238,974)

Depreciation charge (170,236) (71,708) (20,129) (140,610) (24,272) - (426,955)

Closing net book amounts 3,625,384 168,119 74,248 392,602 73,994 199,463 4,533,810

At 31 December 2012

Cost or valuation 3,625,384 323,707 201,899 581,803 321,783 199,463 5,254,039

Accumulated depreciation - (155,588) (127,651) (189,201) (247,788) - (720,228)

Net book amount 3,625,384 168,119 74,248 392,602 73,995 199,463 4,533,811

Year ended 31 December 2013

Opening net book amount 3,625,384 168,119 74,248 392,602 73,995 199,463 4,533,811

Revaluation surplus 66,670 - - - - - 66,670

Additions / WIP Transfers 857,863 44,886 20,922 101,045 15,204 (118,717) 921,203

Disposals (510,000) - - (277,056) - - (787,056)

Depreciation charge (150,441) (92,757) (22,596) (127,796) (23,162) - (416,752)

Closing net book amount 3,889,476 120,248 72,574 88,795 66,037 80,746 4,317,876

At 31 December 2013

Cost or valuation 3,889,476 271,148 184,329 130,814 236,786 80,746 4,793,299

Accumulated depreciation - (150,900) (111,755) (42,019) (170,749) - (475,423)

Net book amount 3,889,476 120,248 72,574 88,795 66,037 80,746 4,317,876

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NZEI TE RIU ROA Financial report for the year ended 31 December 2013

NZEI TE RIU ROA Financial report for the year ended 31 December 2013

3. Property, plant and equipment continued

PARENT Property (valuation)

Computer Hardware

(cost)

Furniture & Fittings

(cost)

Other Equipment

(cost)

Leasehold Improve (cost)

Work in Progress

(cost)

Total

At 1 January 2012 $ $ $ $ $ $ $

Cost or valuation 515,000 981,685 518,617 1,043,442 422,254 - 3,480,998

Accumulated depreciation - (876,333) (435,583) (728,378) (334,516) - (2,374,810)

Net book amount 515,000 105,352 83,034 315,064 87,738 - 1,106,188

Year ended 31 December 2012

Opening net book amount 515,000 105,352 83,034 315,064 87,738 - 1,106,188

Revaluation surplus 14,624 - - - - - 14,624

Additions - 134,475 11,191 458,085 9,717 86,130 699,598

Disposals - - 152 (239,937) 811 - (238,974)

Depreciation charge (19,624) (71,708) (20,129) (140,610) (24,272) - (276,343)

Closing net book amounts 510,000 168,119 74,248 392,602 73,994 86,130 1,305,093

At 31 December 2012

Cost or valuation 510,000 323,707 201,899 581,803 321,782 86,130 2,025,321

Accumulated depreciation - (155,588) (127,651) (189,201) (247,788) - (720,228)

Net book amount 510,000 168,119 74,248 392,602 73,994 86,130 1,305,093

Year ended 31 December 2013

Opening net book amount 510,000 168,119 74,248 392,602 73,994 86,130 1,305,093

Additions / WIP Transfers 520,247 44,886 20,922 101,045 15,204 (85,330) 616,974

Disposals (510,000) - - (277,056) - - (787,056)

Depreciation charge - (92,757) (22,596) (127,796) (23,161) - (266,310)

Closing net book amount 520,247 120,248 72,574 88,795 66,037 800 868,701

At 31 December 2013

Cost or valuation 520,247 271,148 184,329 130,814 236,785 800 1,344,123

Accumulated depreciation - (150,900) (111,755) (42,019) (170,748) - (475,422)

Net book amount 520,247 120,248 72,574 88,795 66,037 800 868,701

Included within the net book amount of other equipment is $nil (2012: $373,312) of assets held under finance lease.

The Group’s land and buildings were revalued on 31 December 2013 by independent valuers, Darroch Limited. Valuations were made on the basis of recent market transactions on arm’s length terms or on a direct capitalisation approach. The revaluation net of applicable deferred income taxes was credited to other comprehensive income.

New Zealand Educational Institute Te Riu Roa

Notes to consolidated financial statements for the year ended 31 December 2013

4. Income taxation Consolidated Parent

2013 2012 2013 2012

$ $ $ $

Income tax expense:

Current tax 172,111 222,513 91,004 144,319

Deferred tax 206,625 (2,628) - (1,890)

Tax expense 378,736 219,885 91,004 142,429

The tax on the Group’s profit before tax differs from the theoretical amounts that would arise using the weighted average tax rate applicable to profits of the consolidated companies as follows: as follows:

Profit / (loss) before tax 506,061 1,118,050 1,496,037 1,218,673

Tax expense @ 28% (2012:28%) 141,696 313,054 418,890 341,228

Tax depreciation on buildings adjustment 202,891 - - -

Non taxable income and expenses 6,784 (89,529) (327,886) (198,554)

Non taxable revaluations 27,365 (5,285) - (1,890)

Under provision in prior years - 1,645 - 1,645

Tax expense 378,736 219,885 91,004 142,429

Deferred Tax Consolidated Parent

2013 2012 2013 2012

$ $ $ $

The gross movement on the deferred income tax account is as follows:

Beginning of the year (286,023) (342,684) 1,680 280

Income statement (credit) / charge (206,625) 2,628 - 1,890

Equity charge / (credit) 2,334 54,033 (1,680) (490)

End of the year (liability) / asset (490,314) (286,023) - 1,680

Consolidated Property Total

$ $

At 1 January 2012 (342,684) (342,684)

Charged to the income statement 2,628 2,628

Charged to equity 54,033 54,033

At 31 December 2012 (286,023) (286,023)

Charged to the income statement (206,625) (206,625)

Charged to equity 2,334 2,334

At 31 December 2013 (490,314) (490,314)

Parent Property Total

$ $

At 1 January 2012 280 280

Charged / credited to the income statement 1,890 1,890

Charged to equity (490) (490)

At 31 December 2012 1,680 1,680

Charged / credited to the income statement - -

Charged to equity (1,680) (1,680)

At 31 December 2013 - -

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NZEI TE RIU ROA Financial report for the year ended 31 December 2013

NATIONAL EXECUTIVE ACTION ON RESOLUTIONS FROM NZEI TE RIU ROA ANNUAL MEETINGS HELD IN 2011, 2012 AND 2013Policy document statement:Remits passed at Annual Meeting will be tracked and reported on for three subsequent years.

That NZEI Te Riu Roa adopts as policy the practice of publishing on the NZEI Te Riu Roa website, actions taken by the Institute to implement resolutions agreed to at Annual Meetings.

AM 10 RESOLUTIONS ACTION TAKEN

AM 11 NZEI Te Riu Roa nominee to the New Zealand Teachers Council

21. “That Annual Meeting:-

Recognises the service that Louise Green has given to the profession as a member of the New Zealand Teachers Council since her appointment in 2008 as the NZEI Te Riu Roa nominee:-

Endorses Louise Green as the 2011 NZEI Te Riu Roa nominee for appointment to the New Zealand Teachers Council, thus ensuring continuity:-

and Annual Meeting acknowledges a high level of confidence in her ability to support teachers and the teaching profession.

NE

Nomination forwarded to the minister and appointment agreed to.

Completed

AM 11 Special Report: Remuneration and Recognition in a Quality Public Education System

24. “That principle-based remuneration and recognition systems, that are aligned with the NZEI Te Riu Roa goals for advancing quality public education, be developed for consultation with members.”

NE

Primary teachers’ and principals’ models developed for consultation as part of the claims development and incorporated into bargaining and settlements for PPCA and PTCA.

ECE Steering group has begun work on a possible model.

Other sectors to begin as each group starts bargaining considerations.

First round

AM 11 Canterbury Schools – Staffing and Funding

26. “That NZEI Te Riu Roa call on the government to maintain staffing and funding to Canterbury schools and all Early Childhood Centres affected by the earthquake for duration of 2012.”

NE

Negotiated at local level

NZEI Te Riu Roa submission on future of education in Canterbury

Completed

AM 12 Report to Annual Meeting – Leading the Profession

2. That this report inform the development of the shared understanding of teaching as a profession.

NE

Fact sheets prepared to support the Leading the Profession round table session held during Annual Meeting 2013.

Completed

AM 12 3. That this report support the promotion of measures to maintain, protect and advance the professional status of teaching.

NE.

As AM 12 above On-going

AM 12 Report to Annual Meeting – Educating Pasifika for Success

31. That NZEI Te Riu Roa constitutes a pasifika Fono for interested members to:

a) Respond to and prioritise issues raised in the “Education Pasifika for Success” report to Annual Meeting 2012

b) Examine and review NZEI Te Riu Roa policy on Pasifika Education

c) Establish a communication strategy to facilitate consultation among the membership on Pasifika issues.

Planning and reporting frameworks established and a session held at Annual Meeting 2013.

Auckland Fono held 17 Aug 2013

Wellington Fono held June 2014

National Fono planned for 29/30 Aug 2014

On-going

AM 12 36. National Executive will investigate options to “enable relievers to fully participate in NZEI Te Riu Roa events/activities without suffering any loss of earnings” and report back at Annual Meeting 2013.

Manawatu Branch

National Executive investigated and reported back to Annual Meeting 2013.

Completed

AM 12 38. That the policy be amended to include 2.1.8 to state that NZEI Te Riu Roa is opposed to Private Public Partnership involving school building or grounds.

West Auckland Branch

Added to Policy document as 2.1.8 Completed

AM 13 Funding of Support Staff

14. That NZEI Te Riu Roa adopt as policy and take action to engage with the leadership.

Of political parties to seek party policy commitment to change bulk funding of support staff pay to incorporating a mix of central and operations grant funding.

Auckland Branch

The political parties were lobbied and the Greens, Labour and NZ First all gave some commitment.

Completed

AM 13 NEAG Representation at AM

15. That action be taken by NZEI Executive to investigate and bring back to Annual Meeting 2014 options to assist NEAG and SENRG representatives to attend NZEI Te Riu Roa Annual Meeting/Conference.

Te Haunui Central Area Council

A report is attached over page. Completed

PricewaterhouseCoopers , 113 – 119 The Terrace, PO Box 243, Wellington 6140, New Zealand T: +64 (4) 462 7000, F: +64 (4) 462 7001, www.pwc.com/nz

Independent Auditors’ Report on Summary Financial Statements to the members of New Zealand Educational Institute Te Riu Roa We have audited the accompanying summary financial statements of New Zealand Educational Institute Te Riu Roa (the ‘Institute’) on pages 35 to 43, which comprise the summary consolidated statements of financial position as at 31 December 2013, the summary consolidated income statements, summary consolidated statements of comprehensive income, summary consolidated statements of changes in equity and summary consolidated statements of cash flows for the year then ended and the related notes for both the Institute and the Group, which are extracted from the audited financial statements of the Institute for the year ended 31 December 2013. The Group comprises the Institute and its subsidiary. The summary financial statements do not contain all the disclosures required for full financial statements under generally accepted accounting practice in New Zealand. Reading the summary financial statements, therefore, is not a substitute for reading the audited financial statements of the Institute. National Executive’s Responsibility for the Summary Financial Statements The National Executive is responsible for the preparation of the summary financial statements in accordance with FRS-43: Summary Financial Statements. Auditors’ Responsibility Our responsibility is to express an opinion on the summary financial statements based on our procedures, which were conducted in accordance with International Standard on Auditing (New Zealand) 810: Engagements to Report on Summary Financial Statements. We have no relationship with or interests in the Institute other than in our capacities as auditors and tax advisors. These services have not impaired our independence as auditors of the Institute. Opinion on the Financial Statements Our audit of the financial statements for the year ended 31 December 2013 was completed on 22 July 2014 and our unmodified opinion was issued on that date. We have not undertaken any additional audit procedures from the date of the completion of our audit. Opinion on the Summary Financial Statements In our opinion, the summary financial statements have been correctly extracted from the audited financial statements of the Institute for the year ended 31 December 2013 and are consistent, in all material respects, with those financial statements, in accordance with FRS-43. Restriction on Distribution or Use This report is made solely to the Institute’s members, as a body. Our audit work has been undertaken so that we might state to the Institute’s members those matters which we are required to state to them in an auditors’ report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Institute and the Institute’s members, as a body, for our audit work, for this report or for the opinions we have formed.

Chartered Accountants Wellington 22 August 2014

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National Executive resolved the following:• To seek feedback on the options from NEAG and SENRG

representatives, Area Councils, Branches, Aronui Tōmua and Komiti Pasifika, prior to Annual Meeting 2014.

• To bring the feedback to Annual Meeting 2014.

• And following consideration of the feedback bring any necessary proposed rule changes to Annual Meeting 2015.

Minute No.14/14

Current situationIn 2013 Annual Meeting became part of a conference referred to as Annual Conference, with the Annual Meeting requirements being confined to the first and last day.

The broad purpose of the Annual Conference 2013 was to provide information to members attending, engage them in issues and prepare them for action following the conference. This approach is being incorporated into the 2014 Annual Conference. It is most likely that this approach will continue.

As part of the broader leadership of NZEI Te Riu Roa it is desirable for NEAG representatives to be at Annual Conference. NEAG representatives played a leadership role in the conference programme in 2013.

SENRG is the Special Education National Reference Group established to provide a Special Education voice.

The rules are specific about the allocation of entitlements for attendance at and funding of Annual Meeting • Rule 5.1.1 determines who shall be entitled to attend, speak

and vote at Annual Meeting.

• Rule 5.1.1(b) determines the number of representatives entitled to attend based on the stipulated formula and provides that National Executive determine the date on which the branch roll will be calculated for the purposes of applying the stipulated formula.

Sections of the rules related to Annual Meeting are primarily about fair and democratic representation at the meeting where constitutional matters are considered and decisions made. These rules also provide for funding enabling individuals to attend Annual Meeting.

Resolutions to suspend rules relating to annual meeting entitlements were brought to Annual Meeting 2012 and defeated. Essentially the resolutions sought to empower Area Councils to

AM 2013 MOTION 15

Annual Meeting 2013 carried motion 15:

determine representation at Annual Meeting but were defeated at the time.

As recognised local leaders many current NEAG and SENRG representatives are nominated to represent branches at Annual Conference.

In future it might be appropriate for more people to attend the Annual Conference. The current rules are important as a funding mechanism but do not impact the conference proceedings or format. A rethink of how the Annual Conference is funded will need to occur in order to provide more places at the conference. It is likely that the Annual Meeting component will still need to be governed by rules relating to representation.

CostsAnnual conference costs in the vicinity of $1500 per representative. The budget for Annual Conference in 2014 is $430,000. This does not include the cost of staff time related to the event which has been estimated as an additional $50,000. It is important that this annual event is cost effective in terms of the outcomes achieved.

If NEAG and SENRG representatives were to be funded to attend Annual Conference in addition to the current branch entitlements the cost would be at least $91,500 (52 NEAG, currently 9 SENRG X $1500). This isn’t likely to be affordable.

Options1. Open attendance to all members. This will involve fundamental rule changes and a shift in

thinking about how Annual Conference is funded.

2. Specify NEAG and SENRG representatives have priority to attend.

This would involve rule changes to the branch entitlements sections of the rules to reduce entitlement for branches and increase the entitlement for Area Councils by four places per Area Council. E.g. from the current 1-95 to approx. 1-120 ratio.

3. Incorporate NEAG and SENRG involvement into the conference parts of the annual event.

This wouldn’t involve changing the rules but would involve increased costs by approx. $1,200 per additional person.

4. Area Councils to work with branches to allocate spaces for NEAG and SENRG representatives.

This would involve rule changes to give Area Councils the ability to allocate Annual Conference places.

5. Branches give NEAG and SENRG representatives first refusal.

This wouldn’t involve changing the rules but would require branches to give first opportunities to NEAG representatives.

POLICY ITEMS ADDED TO THE NZEI TE RIU ROA 2014 POLICY DOCUMENT SINCE ANNUAL MEETING 20135.2.2 NZEI Te Riu Roa will take action to engage with

the leadership of political parties to seek party commitment to change bulk funding of support staff pay to incorporating a mix of central and operations grant funding. (Annual Meeting 2013)

16.3.4 The positive behaviour for Learning (PB4L) data collection tool proposed by the Ministry is not endorsed. (2013/070 (ii))

25.10.24 NZEI Te Riu Roa representation at international events is approved by the National President for members and the National Secretary for staff. (2014/10 (i))

25.10.25 Te Reo Areare determines NZEI Te Riu Roa representation at WiPC:E and the Matua Takawaenga advises the National President (2014/10 (ii))

25.10.26 NZEI Te Riu Roa representation at international events approved by the National President for members and the National Secretary for staff is funded within budget allocations by NZEI Te Riu Roa. (2014/10 (iii))

25.10.27 When surplus funds from disestablished branches are less than $1,000 the funds will be transferred into the NZEI Te Riu Roa Reserves Fund. (2014/13 (i))

25.10.28 When surplus funds from disestablished branches are in excess of $1,000 the funds will be paid to the branches members transfer to and paid on a proportional basis. (2014/13 (ii))

LIST OF NZEI TE RIU ROA SUBMISSIONS 2013 – 20144 November 2013NZEI Te Riu Roa Submission to the Social Services Select Committee consultation on the Vulnerable Children’s Bill.The submission sought the extension of the Bill to include all New Zealand children in the Vulnerable Children’s Plan as well as a comprehensive New Zealand Children’s Action Plan action plan aligned to UNROC.

13 December 2013NZEI Te Riu Roa Submission to the Parliamentary Education and Science Select Committee on the Inquiry into engaging parents in the education of their children.The submission stated that schools and early childhood services must be supported fully to encourage parental engagement and included recommendations that will need to be actioned to ensure a return to parents as partners, rather than consumers in their children’s schooling experiences.

19 December 2013NZEI Te Riu Roa Submission to the Justice and Electoral Select Committee on the Human Rights Amendment Bill (346-1).The submission stated the Bill should not proceed at that time; that the approach was counter to New Zealand’s previous practices and should only proceed by way of cross party parliamentary support.

April 2014NZEI Te Riu Roa Submission to the Taskforce on Regulations affecting School Performance.The submission stated, while the review of the Education Act was timely, any fundamental changes to our world-leading system had to be evidence-based and recognise the contested nature of the education debate. NZEI Te Riu Roa advocated for a timeframe that would allow robust engagement to develop a societal consensus to operate above and beyond electoral cycles and immediate policy imperatives. It was a view of NZEI Te Riu Roa that the Taskforce had been given an unrealistic remit and could not meet our criteria.

April 2014NZEI Te Riu Roa Submission on the Education Amendment Bill number 2 2014 (193-1).NZEI Te Riu Roa opposed the intent of the Bill. Three major concerns were outlined: undermining quality teaching by giving teachers less control over their profession and by making it easier for non-qualified and registered teachers to work as teachers and the replacement of a high trust model with a low trust, compliance-based.

That action be taken by NZEI Executive to investigate and bring back to Annual Meeting 2014 options to assist NEAG and SENRG representatives to attend NZEI Te Riu Roa Annual Meeting/Conference. National Executive has considered the associated rules and issues, and has identified options in response to the resolution above.

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NZEI Te Riu Roa Principals’ Council

National Executive: Louise Green

Te Reo Areare: Ripeka Lessels

Whanganui, PC Chairperson: Charles Oliver

Immediate Past Chairperson: Peter Verstappen

Wellington: Janice Shramka

Te Tau Ihu o Te Waka ā Māui: Sonya Hockley

Waitaha Canterbury, Deputy Chairperson: Michael Hogan

Tai Tokerau: Judy Eagles

Te Pipiri Mananui o Nga Tataha-a-Maui: Hiria Te Moana

Auckland: Malcolm Milner

Waikato: Anne Johnson

Te Rohe o Waiariki – Bay of Plenty: Paul Hunt

Otago: Stephanie Madden

Murihiku Southland: Peter Hopwood

Taranaki: Sharren Read

Central East: Philip Campion Bourke

NZ Catholic Primary Principals’ Association: Michelle Bednarek-Burrow

New Zealand Principals’ Federation: Denise Torrey

NZ Association of Intermediate of Middle Schooling: Ross Tyson

NZ Normal Schools Principals’ Association: Tony Hunter

NZ Area Schools’ Association: Karyn Gray

Te Akatea Maori Principals’ Association: Leanne Otene

Special Education Principals’ Association NZ: Barrie Wickens

NATIONAL EXECUTIVE ADVISORY GROUPS

Primary Teacher’ Leadership Team

National Executive: Liam Rutherford

Te Reo Areare: Winnifred Morris

Te Reo Areare: Ngaromo Beazley

Tai Tokerau: Jo Collier (Deputy Convenor)

Auckland: Zac Markham

Waikato: Michelle Ryan

Te Rohe o Waiariki – Bay of Plenty: Glen Law

Te Pīpiri Mananui o Ngā Tātaha ā Māui: Kararaina Dobie

Taranaki: Judith Van Kooten

Central East: Amanda Marie McLean

Te Haunui Central: Kaye Webber

Wellington: Krystyna Wishnowsky

Te Tau Ihu O Te Waka A Māui: Tina-Marie Feely Tonks

Waitaha Canterbury: Barbara Curran

Otago: Lee Phillips

Murihiku Southland: Anna Rowe-Dean

Area School Rep: Barb Wallis

APDP: Sara Rogers

Early Childhood Caucus

National Executive: Virginia Oakly

Te Reo Areare: Laura Dunlop (Co-convenor)

Waikato: Margaret Barclay (Co-convenor)

Ngā Tātaha ā Māui: Vacant

Te Ngaio Tū: Jo Young

Te Waipounamu: Laura Dunlop

Te Rohe o Waiariki – Bay of Plenty: Julie Sullivan

Tai Tokerau: Beverley Kaye

Auckland: Sarah Schubert

Central East: Deborah Neilson

Taranaki: Vacant

Te Haunui Central: Ruth Bennett

Wellington: Dylan Braithwaite

Te Pīpiri Mananui o Ngā Tātaha ā Maui (Aronui Tomua – Northern): Josephine Turia

Waitaha Canterbury: Tracey Hall

Southland: Jo Wilks

Te Tau Ihu o Te Waka ā Māui: Cheryl Nixey

Otago: Paula Reynolds

Support Staff National Caucus Kaiawhina Tautoko

National Executive: Vicki Signal

Nga Tataha-a-Maui Deputy Chair: Naphelia Brown

Nga Tataha-a-Maui: Margaret Robson

Te Ngaio Tu: Michelle Haua

Te Haunui Central: Sue Nimmo

Tai Tokerau: Dianna Dean

Auckland: Julie-Anne Gauld

Te Rohe o Waiariki: Alison Gray

Central East: Dianne Couper

Waikato: Carol Webb

Taranaki: Vacant

Wellington: Janet Low

Te Tau lhu o Te Waka a Maui: Marcia Murphy

Waitaha: Canterbury Audrey Agnew

Murihiku Southland: Jo Vaughan

Te Wai Pounamu: No replacement

Whakatu – Motueka – Mohua: Karen Myers

NZEI TE RIU ROA | NATIONAL EXECUTIVE REPORT50

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IT’S TIME TO TACKLE INEQU- ALITY