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School District No. 67 (Okanagan Skaha)BOARD OF EDUCATION

REGULAR MEETINGAGENDA

March 9, 2020

6:30 pm

IMC Facility

Behind the School Board Office

Pages

1. CALL TO ORDER

We hereby acknowledge that we are on the territory of the Okanagan First People.

2. APPOINTMENT OF SECRETARY-TREASURER FOR THE MARCH 9, 2020 REGULARMEETING

As per Section 69(4) of the School Act, in the absence of the Secretary-Treasurer, the Board maydesignate another employee of the Board to attend the meeting in place of the Secretary-Treasurer to perform the duties of the Secretary-Treasurer at the meeting.

RECOMMENDED MOTION:That the Board of Education appoint Helena Drury as Secretary-Treasurer for the March 9, 2020regular meeting.

3. ADOPTION OF AGENDA

RECOMMENDED MOTION:That the agenda be adopted.

4. PRESENTATIONS BY SCHOOLS AND/OR STUDENTS

5. RECEIVING OF DELEGATIONS AND GUESTS

6. APPROVAL OF MINUTES OF PREVIOUS MEETINGS 1

RECOMMENDED MOTION:That the minutes of the regular meeting held on February 24, 2020 be approved.

7. UNFINISHED BUSINESS

7.1 Update from Financial Consultant Joan Axford

7.2 Amended Annual Budget 2019-20

7.2.1 Key Questions Asked at the February 24, 2020 Board Meeting 9

7.2.2 Amended Annual Budget Bylaw 2019-20 11

The Amended Annual Budget 2019-20 and supporting documents attached tothe agenda are the documents provided at the February 24, 2020 meeting.The first two readings of the Amended Annual Budget Bylaw were read at theregular meeting of the Board of Education held on February 24, 2020.

RECOMMENDED MOTION:That the School District No. 67 (Okanagan Skaha) Amended Annual BudgetBylaw in the total amount of $73,378,314 for the fiscal year 2019-20 be read athird time and adopted this 9th day of March, 2020.

8. REPORT FROM CLOSED MEETINGS

The following items were discussed at the closed meeting held on February 24, 2020 and theclosed meeting on March 3, 2020:

Request for Review of Policies 3, 5, and 12;•

Request for Meeting with MPs and MLAs;•

Financial Matters•

Student Matters; and•

Personnel Matter.•

9. CORRESPONDENCE

9.1 Correspondence Requiring Action

9.2 Correspondence Listing 45

Attached is the correspondence listing of letters sent or copied to the Board of Educationand letters sent from the Board of Education.

10. REPORTS OF COMMITTEES

10.1 Business Committee

No Business Committee meeting was held this month.

10.2 Education Committee

No Education Committee meeting was held this month.

11. REPORT OF SUPERINTENDENT OF SCHOOLS

11.1 Research Proposal: Exploring Students, Parents and Educator Perspectives of theSuccesses and Challenges in School District 67’s Indigenous Education Program

51

Marlene Bazley, teacher at Princess Margaret Secondary School, is requestingpermission to conduct research in fulfillment of a graduate degree. The purpose of theresearch study is to learn more about the Indigenous Education Program in School

District 67. The researcher would like to learn about the Indigenous Educationprogram, from all perspectives, which means not only including students, but parentsand educators as well.

RECOMMENDED MOTION:That permission be granted by the Board of Education for the research proposal,Exploring Students, Parents and Educator Perspectives of the Successes andChallenges in School District 67’s Indigenous Education Program.

12. REPORT OF SECRETARY-TREASURER

13. NEW BUSINESS

13.1 Field Trips 68

Assistant Superintendent Manuel will review the information regarding upcoming fieldtrips as outlined in the attached memo and will review the recent field trip request.

RECOMMENDED MOTION:That the Board of Education approve in principle the field trip request for April 14-19 for14 students in grades 9-12 from Princess Margaret Secondary and PentictonSecondary to travel to Houston Texas; and that the Board direct staff to support finalplans with Principal Wiebe and Principal Van Bergeyk.

14. REPORTS OF REPRESENTATIVES

14.1 BCSTA Thompson Okanagan Branch Meeting

Trustee Sheppard will report on the BCSTA Thompson Okanagan Branch meeting heldon March 6 and 7, 2020 in Cache Creek.

14.2 BCPSEA Meetings

No report this month.

14.3 Trustee Updates

15. INFORMATION ITEMS

15.1 Recognition of Student Success 76

Assistant Superintendent Manuel will provide highlights from the Okanagan ValleyConcert Band Festival held in SD 67 on March 3 and 4, 2020.

15.2 Recognition of Student Artwork

15.3 Upcoming Meetings

April 14, 2020, 4:00 p.m., Business Committee Meeting, at the School BoardOffice

•

April 15, 2020 11:00 p.m.; Education Committee Meeting, School Visit,Columbia Elementary

•

April 27, 2020 6:30 p.m.; Regular Board of Education Meeting, at the SchoolBoard Office

•

16. QUESTION PERIOD

17. ADJOURNMENT

RECOMMENDED MOTION:That the meeting be adjourned.

"Working Together for Student Success"

School District No. 67 (Okanagan Skaha)

REGULAR BOARD OF EDUCATION MEETING

MINUTES

Monday, February 24, 2020, 6:30 P.M.

SCHOOL BOARD OFFICE

425 Jermyn Avenue

MEMBERS PRESENT James Palanio, Chair

Shelley Clarke, Vice Chair

Kathy Pierre, Trustee

Barb Sheppard, Trustee

David Stathers, Trustee

Tracy Van Raes, Trustee

Linda Van Alphen, Trustee

ALSO PRESENT Wendy Hyer, Superintendent

Kevin Lorenz, Secretary-Treasurer

Todd Manuel, Assistant Superintendent

Helena Drury, Assistant Secretary-Treasurer

Jason Corday, Director of Instruction

Doug Gorcak, Director of Facilities

Matt Williams, Director of Information Technology

Allen Beckingham, District Principal

Shaune Gowe, District Principal Student Services

Karen Botsford, Executive Assistant

_____________________________________________________________________

1. CALL TO ORDER

Chair Palanio called the meeting to order and acknowledged that we were on the

territory of the Okanagan First People.

2. ADOPTION OF AGENDA

Chair Palanio indicated that the Board would change the order of the Agenda. The

Amended Annual Budget was moved to 6.1 and Question Period was moved to 6.2.

A Trustee requested that Notice of Motion be added to the Agenda Category New

Business.

1

School District No. 67 (Okanagan Skaha) Page 2 Minutes of the Regular Meeting of February 24, 2020


MOTION CL2020-760 Duly moved and seconded

That the Board of Education revoke Policy No. 7 Section

3.5 for this meeting in order to adjust the order of Agenda

Items.

CARRIED


That the Amended Annual Budget 2019-20 be moved from

Agenda Item 11.1 to 6.1 and that Question Period be

moved from Agenda Item 15 to 6.2.

CARRIED


That the agenda be approved as amended.

CARRIED

3. PRESENTATIONS BY SCHOOLS AND/OR STUDENTS

3.1 Presentation - Matt Williams, Director of Information Technology - Cyber

Security

Director of Information Technology, Williams presented information on cyber

security landscape, how it affects SD No. 67 and the steps being taken to

mitigate any security threats.

4. RECEIVING OF DELEGATIONS AND GUESTS

5. APPROVAL OF MINUTES OF PREVIOUS MEETINGS


That the minutes of the regular meeting held on January

27, 2020, be approved.

CARRIED

6. UNFINISHED BUSINESS

6.1 Amended Annual Budget 2019-20

Secretary-Treasurer Lorenz presented a comprehensive report on the Amended

Annual Budget 2019-20. He indicated that the budget is balanced and provided

detailed information on how the District was able to make up the shortfall (due to

2



reduced enrollment and a deficit at year end). Secretary-Treasurer Lorenz

responded to questions from the audience.


That the Board of Education approve the use of

unrestricted local capital funds in the amount of

$850,000.00 for the purchase of capital assets.

CARRIED


That in accordance with Section 68 (4) of the

School Act, the Board of Education of School

District No. 67 (Okanagan Skaha) unanimously

agrees to give all three readings of the Amended

Annual Budget Bylaw for the fiscal year 2019-20 at

this meeting.

DEFEATED


That the School District No. 67 (Okanagan Skaha)

Amended Annual Budget Bylaw in the total amount

of $73,378,314 for the fiscal year 2019-20 be read

a first time this 24th Day of February, 2020.

CARRIED


That the School District No. 67 (Okanagan Skaha)

Amended Annual Budget Bylaw in the total amount

of $73,378,314 for the fiscal year 2019-20 be read

a second time this 24th Day of February, 2020.

CARRIED

3




That the Board of Education engage an

experienced, external resource person to assist the

Board with financial oversight in regards to the

19/20 budget and development of the 20/21

budget.

CARRIED

6.2 Question Period

The Board and Secretary-Treasurer Lorenz received and responded to

questions/comments from the audience.

The meeting was recessed at 9:01 p.m.

(Secretary-Treasurer Lorenz left the meeting at 9:05 p.m.)

The meeting reconvened at 9:11 p.m.


That the Board of Education appoint

Superintendent Hyer as Secretary-Treasurer for the

balance of the meeting.

CARRIED

6.3 Policy 18 - Transportation of Students

Director of Facilities, Gorcak provided information on the review of Policy 18 -

Transportation of Students. Public consultation sessions were held on three

nights in January. Public feedback indicated that parents were supportive of

charging for courtesy riders. Following the approval of the updated policy, the

Administrative Procedure will be updated with new walk limits.


That the Board of Education approve Policy 18 -

Transportation of Students as presented.

CARRIED

6.4 2020-21 and 2021-22 School Calendars

Director of Instruction, Corday presented the Board with the recommended 2020-

21 and 2021-22 School Calendars.

4




That the Board of Education approve the 2020-21

and 2021-22 School Calendars as presented.

CARRIED

7. REPORT FROM CLOSED MEETINGS

Chair Palanio reviewed the following items which were discussed at the closed meeting

held on January 27, 2020:

Property Matters

Student Matters; and

Personnel Matters.

8. CORRESPONDENCE

8.1 Correspondence Requiring Action

8.2 Correspondence Listing

Correspondence sent to or copied to the Board of Education and letters sent

from the Board of Education was provided for the Board's information.

L Board Chair to Mayor and Council Summerland re: Policy 300.6

Email to BOE from CPF re: Invitation to Carnaval D'Hiver

Accessibility Report from the Minister of Social Development and Poverty

Reduction

L Northern Branch to BCSTA

Email from S. Hayes to the BOE

L MOE to President BCSTA re: Funding Formula

L Thompson Okanagan Branch to MOE re: Funding Formula

L SD 69 (Qualicum) to MOE and MOF re: Funding

L SD 46 (Sunshine Coast) to MOE re: Extended Arm Stop

L MOE to Northern Branch re: Recruitment

L to BOE from Wiltse PAC

L to BOE from J. Glibbery

5




That the Board direct the Chair to respond to the

letters in reference to the amended annual budget.

CARRIED

9. REPORTS OF COMMITTEES

9.1 Business Committee

Trustee Palanio reported on the business committee meeting held on February

11, 2020. The topic was the monthly Financial and Staffing Report.

9.2 Education Committee

Trustee Sheppard reported on the education committee school visit to Princess

Margaret Secondary on February 12, 2020.

10. REPORT OF SUPERINTENDENT OF SCHOOLS

10.1 Okanagan Valley Concert Band Festival

Superintendent Hyer provided information on the upcoming Okanagan Valley

Concert Band Festival being held on March 3 and 4, 2020.

11. REPORT OF SECRETARY-TREASURER

12. NEW BUSINESS

12.1 Field Trips

Assistant Superintendent Manuel reviewed the listing of field trip requests

included in the agenda package.


That the Board of Education approve the field trip

request for May 13-16, 2020 for 50 Grade 8 Band

students from Skaha Lake Middle School to travel

to Edmonton, Alberta.

CARRIED

6




That the Board of Education approve the field trip

request for June 29-July 24, 2020 for 10 students in

grades 10-12 from Princess Margaret Secondary,

Penticton Secondary and Summerland Secondary

to travel to Arusha, Tanzania.

CARRIED

12.2 Research Proposal


That permission be granted by the Board of

Education for practicum students from Thompson

Rivers University to collect evidence of their own

teaching practice while on practicum from February

24 to April 24, 2020.

CARRIED

13. REPORTS OF REPRESENTATIVES

13.1 BCSTA Provincial Council Meeting

Trustee Van Alphen reported on the BCSTA Provincial Council meeting held on

February 21 and 22, 2020.

13.2 BCPSEA Meetings

Trustee Van Alphen provided the Board with a report on her attendance at the

BCPSEA AGM held on January 29 and 30, 2020.

13.3 Trustee Updates

Trustees provided comments related to district and community activities.

13.4 Notice of Motion - Trustee Van Alphen

Trustee Van Alphen provided the following Notice of Motion: That the Board of

Education form a Standing Audit Committee of the Whole. The motion will be

brought to the March 9, 2020 regular Board meeting for the Board's

consideration.

14. INFORMATION ITEMS

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14.1 Recognition of Student Success

School District No. 67 (Okanagan Skaha) extended congratulations to the

students and groups for outstanding examples of success as shown on the listing

circulated with the agenda package.

14.2 Recognition of Student Artwork

Congratulations were extended to the students from Uplands Elementary School

for their artwork currently on display at the school board office.

14.3 Upcoming Meetings

March 9, 2020, 6:30 p.m., Regular Board of Education Meeting, at the School

Board Office.

15. ADJOURNMENT


That the meeting be adjourned.

CARRIED

The meeting was adjourned at 10:14 p.m.

________________________________ ________________________________

James Palanio, Chair Kevin Lorenz, Secretary-Treasurer

8

Key Questions asked at the February 24, 2020 Board Meeting

PRIOR YEAR QUESTIONS:

1. Please explain the 2018/19 Operating Deficit.

• Budgets need to represent the staffing expectations and the reasonable cost for those

staff within the funding available. Due to enrolment growth in special programs, the

budget for staffing was not adequate to meet student needs and collective agreement

requirements. These expenditures exceeded budget in two areas:

i. salary and benefits for teachers and education assistants and staff on paid

leaves by ($2.0 million)

ii. replacement staff also exceeded by ($1.4 million)

iii. The over expenditure was partially offset by provincial grants and lease

revenues exceeding budget by $0.81 million

• To manage the resulting shortfall, the district:

i. Reduced supplies and service expenditures by $ 0.83 million

ii. Paid for equipment purchased directly from local capital in the amount of $0.75

million

iii. Applied the operating surplus reserve funds of $0.75 million

• The result is the district entered 2019/20 with no operating surplus reserve funds and

only $71,166 local capital funds and reduced cash to invest for interest revenue. Future

staffing will also have to be realigned with available funding.

• To better monitor staffing, the board instituted regular reporting of budgeted staffing

and actual staffing

2. Why was the deficit not known until August?

The district would have preferred to forecast the deficit prior to June 30th. Final year end

adjustments and the external audit was not completed until August 23, 2019 and resulted in the

deficit of $240,980 or 0.41% of operating expenses.

3. Did the district receive a “clean” audit report on the 2018/19 financial statements?

The audit findings report indicated that the financial statements were prepared in accordance

with reporting standards and that no significant control deficiencies were identified during the

audit.

CURRENT YEAR QUESTIONS:

1. What are the key differences between the 2019/20 Annual Budget and the 2019/20 Amended

Budget?

The annual budget was approved last school year and before the district knew the financial

results from the 2018/19 school year and was based on projected enrolments.

The district started to address the changed circumstances in August 2019 by reducing teacher

staffing and supply budgets from across the district

The district did not forecast the enrolment decline of 110 FTE students

The amended budget has the following changes:

9

Key Questions Asked at the February 24 Board Meeting Page 2

Changes in Revenue:

Net Reduction in Source of Funding (312,000)

Reduction in Expenditures

Net Reduction in Expenditures 622,000

Repay Deficit (241,000)

Purchase of Equipment (69,000)

Net Zero Budget

2. When was the last district enrolment audit and what was the result?

The district has a regular enrolment audit by the Ministry in 2017/18 and received a good report

with limited adjustments of about $9,000. When the district reported an increase of over 20%

enrolment of students with special needs in 2018/19, the district was not selected for audit as

the previous audit report indicated that district processes on student enrollment reporting was

well managed.

3. How are district enrolment projections determined? How do the enrolment numbers

compare between September 2018 and September 2019?

The District has access to enrolment projection information from three sources, a projection system used by most school districts in the province called Bargaar and the Ministry of Education estimates, both of which did not predict the enrolment decline. The district also engages the knowledge of its principals and senior staff and prepares a projection for funding purposes by February 15th each year. The decline in enrolment this past September was not predicted. The comparison of funded FTE enrolment is as follows:

September 2017 5,749.4375

September 2018 5,825.3750

Projections for September 2019 provided to the Ministry in February 2019

5,820.3750

Actual September 2019 5710.8750

Respectfully submitted by Joan Axford

Ministry of Education (280,000) International Program 199,000 Rentals (150,000) Transfer from Schools 300,000 Other (60,000)

Loss of Operating Reserves planned in the original budget plan

(321,000)

Salaries and Benefits 472,000 Supplies and Services 150,000

10

“Working Together for Student Success”


Office of the Secretary-Treasurer

M E M O R A N D U M

TO: Board of Education FROM: Kevin Lorenz, Secretary-Treasurer

RE: Amended Annual Budget DATE: February 24, 2020

OUR FILE NO.: 03200-20

OPR: SECTR

In accordance with Section 113(2)(a) of the School Act, the Board is required by bylaw to amend

its annual budget. Attached is a draft of the amended annual budget for the period July 1, 2019

to June 30, 2020. The revised amounts reflect adjustments recommended by management in

order to continue to maintain current service levels as well as updated estimates based on

available data and known facts.

The District has seen a decline in enrollment of over 100 Student FTE from what was projected

for this year based on prior enrollment. In addition to this, the District started the year in a deficit

position due to significant increases in staffing costs during the prior school year. These costs

were the result of a number of factors including a more that 25% increase in students with

identified complex needs over the course of the year, in addition to a significant increase in

Substitute Costs. More detailed discussion of these cost pressures were included in the

Management Discussion and Analysis shared with the Board in September of this year and the

Enrollment report shared in October (copies of both are attached for easy reference)

These factors resulted in approximately 1.5 Million in cost pressures that were not anticipated in

the Budget approved by the Board last May.

The District has seen some increased revenues to offset these pressures and staff have taken

efforts where practical to reduce costs without impacting students. Without further reductions,

the District would face a shortfall of over 0.8 Million. It is staff’s recommendation that the Board

address this shortfall with a one-time transfer to local capital of expenses that were originally

included in the operating budget (p. 15). This will allow for a balanced budget without requiring

reductions to staffing or supply budgets beyond the normal adjustments made each year after

enrollments are finalized.

Attached is a summary and brief discussion of the impact of the updates and proposed

adjustments on the budget for the 2019/20 school year.

11

“Working Together for Student Success”

2019/20 Operating Budget ($ Millions)

Annual Budget Amended Budget

Revenues $ 60.6 $ 60.6

Expenditures

Instruction 48.8 48.7

District Administration 2.3 2.3

Operations and Maintenance 9.1 8.4

Transportation and Housing 0.6 0.8

Capital Asset Purchases 0.1 0.1

Deficit Retirement (Surplus Appropriation) (0.3) 0.2

Budgeted Surplus (Deficit) $ 0.0 $ 0.0

Revenues (p.7)

Operating revenues are projected to remain at $60.6 Million. Within that total, several amounts

have changed significantly since April of last year. The largest single change is to Provincial

Grants from the Ministry of Education. This amount has been reduced by 0.5 Million due to

declining enrollment within the district. This amount plus a decrease to rental revenues as a

result of the sale of the McNicoll property to School District No. 93 has been offset by increases

to tuition and other revenue.

Expenditures (P.8)

Expenses overall are projected to drop by $.5 Million from initial estimates. The most significant

adjustment is to teacher staffing estimates and reflects a number of factors, including the fact that

a collective agreement has not yet been reached with the BCTF meaning a raise that was initially

anticipated is not reflected in our expenses to date. Additional adjustments have been made to

reflect a labour settlement with CUPE, a vacant District Principal of Curriculum position,

increasing substitute projections based on year to date utilization, and staffing increases in the

other Professional and Education Assistant categories to fully support students with special

needs.

Capital Asset Purchases (P. 6)

Typically purchases of capital assets are revised significantly upwards in the amended budget as

services and supplies purchased during the year are reviewed to determine if they should be

capitalized. In this instance, several purchases that would normally have been capitalized on p.6

of the budget have been recorded on p.15 under local capital. While this treatment is permitted

for capital purchases, it should be stressed that Local Capital is revenue from the sale of assets

and land and not ongoing funding. The shortfall created by declining enrollment will need to be

addressed in planning for future year budgets.

Surplus and Deficit (P. 6)

This amended budget currently projects the operating deficit will be completely retired at the end

of this fiscal year. This is an important positive step in ensuring the District is financially

sustainable over the long term and will allow the District to reinvest 0.2 Million into student

supports in the next fiscal year, which will make it easier to address declining enrollment.

Respectfully Submitted,

Kevin Lorenz,

Secretary Treasurer, Sd67 (Okanagan Skaha)

12

Year ended June 30, 2019

Contents

Introduction ……………………………………………………………………………… Page. 1

Composition of the Financial statements ……………………………………………. Page. 2

Statement of Financial Position ……...……………………………………………….. Page. 5

Statement of Operations ………………………………………………………………. Page. 6

Summary and other Significant Matters ……………………………………………... Page. 10

Contacting Management……………………………………………………………….. Page. 12

Introduction

This is a discussion and analysis of the financial performance of School District 67

(Okanagan Skaha) (the ‘District’) for the fiscal year ended June 30, 2019. It is based on

currently known facts, decisions, and conditions. This report should be read in conjunction

with the District’s consolidated financial statements for the same period.

The preparation of this financial statement discussion and analysis is management’s

responsibility. All dollar amounts are reported to the nearest thousand.

Located in the South Okanagan, the District serves the communities of Summerland,

Naramata, Kaleden, and Penticton. The district provides educational services to

approximately 5,900 students. These services include: an international program, late

French immersion, distributed learning, and alternative programing.

The statements illustrate in financial terms, how resources have been allocated and

consumed during the fiscal year.


MANAGEMENT DISCUSSION AND ANALYSIS

__________________________________________________

13

Financial Statement Discussion and Analysis Year Ended June 30, 2019

2 | P a g e

Composition of the Financial Statements

The two key audited statements are:

• The statement of financial position, which summarizes the districts assets and

liabilities at June 30, 2019. This provides an indication of the financial health of the

school district.

• The statement of operations, which summarizes the revenues received and

expenses incurred between July 1, 2018 and June 30, 2019. This statement

provides an indication of the funding received by the school district and how that

funding was spent.

The Statement of Changes in Net Financial Assets (Debt), the Statement of Cash

Flows and the notes to the financial statements are also audited and provide further

analysis of the District’s finances. The District manages its financial activities in three

distinct areas;

• The Operating fund (Schedule 2);

• Special Purpose Funds (Schedule 3); and the

• Capital Fund (Schedule 4).

These schedules are included at the end of the financial statements and are in a format

prescribed by the Ministry of Education. These schedules provide additional details specific

to each of these areas. The balances reported in the schedules, when combined together,

are consistent with the balances reported in the statements.

Schedule 1 illustrates the sum of the funds in all three of these areas.

Schedule 2 provides detail on the Operating Fund.

The Operating Fund accounts for the District’s operating grants and other operating

revenues. Legislation requires that the District present a balanced budget for the

Operating Fund, whereby budgeted expenditure does not exceed the total of

budgeted revenue and any surplus in the operating fund is carried forward from

previous years.

Schedule 3 provides detail on the Special Purpose Funds.

The Special Purpose Funds account for grants and contributions that are directed

towards specific activities. As these are targeted grants, any unspent funding is

typically accounted for as deferred revenue, not as accumulated surplus.

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3 | P a g e

Schedule 4 provides detail on the Capital Fund.

The capital fund accounts for the capital assets of the District including land,

buildings, furniture, computers and equipment.

Statement of Financial Position

Financial Assets

Financial assets are assets available to discharge existing liabilities or finance future

operations. Overall, there was no significant changes from the prior year’s overall

balances.

In Thousands 2019 2018 Change

Cash $ 4,389 $ 4,345 $ 44

Accounts Receivable $ 1,550 $ 1,382 $ 168

Due from Ministry of Education $ 3,074 $ 791 $ 2,283

Investments $ 2,495 $ 5,550 $(3,055)

Total $11,508 $12,068 $ (560)

Cash and cash equivalents decreased by $.6 Million during the year. Accounts receivable

and due from Ministry of Education increased by $2.4 Million reflecting timing of year-end

funding on capital projects. Portfolio investments which include the Board’s long-term

working capital and investments underlying endowment funds decreased by $3.1 Million.

As the investments matured, they were retained for working capital and to improve cash

flow management.

Liabilities

Liabilities represent obligations that have been incurred by the district. Total liabilities

increased from the prior year by $3.2 Million.


AP and Accrued Liabilities $ 4,315 $ 4,237 $ 78

Employee Future Benefits $ 3,397 $ 3,319 $ 78

Unearned Tuition Benefits $ 850 $ 492 $ 358

Deferred Revenue $ 1,819 $ 1,722 $ 97

Deferred Capital Revenue $76,937 $74,317 $2,620

Total $87,318 $84,087 $3,231

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4 | P a g e

Accounts Payable and Accrued Liabilities is mainly comprised of trade payables, employee

remittances for payroll deductions, donations to be distributed to schools, accumulated

employee vacation and accrued wages.

Employee future benefits represents liabilities for employee pension plans, vested sick

leave, accumulating non-vested sick leave, early retirement, severance, vacation, overtime

and death benefits.

Unearned tuition revenue are payments received from international students in advance of

attendance in the following year. The increase of $.3 Million reflects the timing of payments

received by year end; it does not represent an increase in international student enrollment.

Deferred revenue is externally restricted revenue for specific programs such as Community

Link, Strong Start, Ready Set Learn, After School Sports and Arts, and includes School

Funds. Deferred revenue is not recognized until related expenses are incurred.

Deferred capital revenue is revenue to be amortized over the life of the related capital

assets. During the year, deferred capital contributions increased by $2.6 Million.

Non-financial Assets

Non-financial assets increased by $2.2 Million.


Capital Assets $92,109 $89,576 $ 2,533

Restricted Assets $ 200 $ 200 0

Prepaids $ 78 $ 390 $ (312)

Total $92,387 $90,166 $ 2,221

Capital assets include land, buildings, construction projects in progress, furniture, vehicles

and computer hardware and software. The increase of $2.5 Million is the result of new

additions of $7.5 Million less amortization expense and deemed disposals of $5.0 Million.

The largest capital asset addition is related to the Summerland Secondary enhancement

project. Restricted assets represent the principal portion of the endowment fund received

for scholarships. They are considered non-financial assets because they cannot be used to

meet the liabilities of the District as they become due.

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5 | P a g e

Accumulated surplus

Accumulated surplus decreased by $1.5 Million.


Special Purpose $200 $200 0

Capital $16,618 $17,366 $ (748)

Operating (241) $580 $ (821)

Total $16,577 $18,146 $(1,569)

Accumulated surplus represents the Board’s residual interest in its assets after deducting

liabilities. Most of this balance is unavailable to fund operations as it is either restricted or

has already been used to invest in buildings, equipment and other capital assets.

Statement of Operations

The statement of operations is a consolidation of revenues and expenditures in the

operating, capital, and special purpose funds. Each of these funds is discussed separately

below.

Consolidated revenues from all sources increased from $67.9 Million to $71.1 Million in

2019. 87% of total revenue is from the Ministry of Education and the other 13% comes

from several different sources such as tuition from international students and hockey school

program, rentals, leases of property, investment returns and amortization of deferred

capital revenue.

In Thousands 2019 2018

Ministry Grants $61,935 87% $58,845 87%

Grants from Other Ministries $ 125 0% $ 117 0%

Tuition $ 1,288 2% $ 1,310 2%

Rentals and Leases $ 3,616 5% $ 3,533 5%

Other Revenue $ 782 1% $ 772 1%

Investment Income $ 71 0% $ 169 0%

Gain on disposal of Capital Assets $ 93 0% - 0%

Amortization of Deferred Capital Revenue $ 3,236 5% $ 3,187 5%

Total $71,146 100% $67,933 100%

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Operating fund revenue

The District received $56.4 Million from the Ministry of Education in the form of the

operating grant which is based on student enrollment and other student and geographical

factors. Tuition from international students, hockey school program, other school districts

and the Penticton Indian Band totaled $3.6 Million.

In Thousands

2019

2018

Amended

Budget

Variance from

Prior Year

Variance from

Budget

Ministry of Education $56,460 $54,099 $56,252 $2,361 $208

Other Ministries $ 62 $ 46 $ 48 $ 16 $ 14

Tuition $ 1,288 $ 1,310 $ 1,285 $ (22) $ 3

Other Revenue $ 1,402 $ 1,200 $ 1,111 $ 202 $291

Rentals and Leases $ 783 $ 772 $ 500 $ 11 $283

Investment $ 68 $ 127 $ 50 $ (59) $ 18

Total $60,063 $57,554 $59,246 $2,509 $817

Revenues increased by $2.5 Million from the prior year and $.8 Million from budget.

Approximately $1.2 Million of this is due to an increase in student enrollment, from 5,749 in

2018 to 5825 in 2019 and a $1.1 Million increase in the supplement for students with

unique needs. Lease and other revenues increased by $.4 Million mainly as a result of a

longer than expected lease term with School District 93 for the rental of McNicoll Park

Middle School.

18


7 | P a g e

Operating fund expenditure

Expenditure in the operating fund increased by $3.5 Million.

In Thousands

2019

2018

Amended

Budget

Variance from

Prior Year

Variance from

Budget

Teachers $25,213 $24,160 $24,429 $1,053 $ 784

Principals/Vice

Principals

$ 3,598 $ 3,292 $ 3,682 $ 306 $ (84)

Education Assistants $ 4,213 $ 3,845 $ 3,642 $ 368 $ 571

Support Staff $ 4,728 $ 4,943 $ 4,863 $ (215) $ (135)

Excluded Staff $ 2,066 $ 1,935 $ 1,979 $ 131 $ 87

Substitutes $ 2,406 $ 1,752 $ 1,606 $ 654 $ 800

$42,224 $39,927 $40,201 $2,297 $2,023

Employee Benefits $10,603 $ 9,501 $ 9,240 $1,102 $1,363

Service and Supplies $ 8,057 $ 7,915 $ 8,887 $ 142 $ (830)

Total Expenditures $60,884 $57,343 $58,328 $3,541 $2,556

Salaries increased by $2.3 Million from prior year and $2.0 Million from budget. The main

contributors to the increase are:

• Additional Teachers were hired to address increased enrollment and identified

student needs.

• additional Education Assistants were hired to address the increase in students with

special needs

• a shift from supplies spending by Principals to release time for teachers leading to

the increase in substitute costs and a corresponding decrease in supplies spending

in school’s budgets

Benefits increased by $1.1 Million from the prior year and $1.4 Million from budget due to

additional staff being hired, and the overlap of MSP and employer health tax costs during

the year.

Services and supplies represent 13% of operating expenditure. Compared to prior year,

there is a slight increase of $0.1 Million and a decrease of $0.8 Million when compared to

budget.

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8 | P a g e

Special Purpose Fund

Special purpose revenues are restricted grants designated for specific purposes or

programs.

Overall revenues increased to $7.6 Million from $7.0 Million in the prior year with the

majority coming from the Ministry of Education. The balance is revenue generated by

schools for fees, fieldtrips, and other designated grants or fundraising.

In Thousands

2019

2018

Amended

Budget

Variance from

Prior Year

Variance from

Budget

Ministry of Education $5,475 $4,746 $5,381 $ 729 $ 94

Other Ministries $ 63 $ 71 $ 56 $ (8) $ 7

Other Revenue $2,068 $2,206 $2,042 $(138) $ 26

Investment $ 2 $ 14 $ 25 $ (12) $ (23)

Total Revenues $7,608 $7,037 $7,504 $ 571 $ 322

Revenue from the Ministry of Education increased by $0.7 Million from prior year due to

increased funding provided to districts as a result of the Supreme Court case decision to

restore language in the teachers’ collective agreement. This increase was offset by a

decrease from prior year in Other revenues of $0.1 Million resulting in an overall increase in

restricted revenue of $0.6 Million.

Compared to budget, there is an increase of $0.1 Million in revenue as a result of increases

in School Funds.

In Thousands

2019

2018

Amended

Budget

Variance from

Prior Year

Variance from

Budget

Instruction $7,339 $6,769 $7,235 $ 570 $ 104

Operations $ 23 $ 23 $ 23 $ 0 $ 0

Total Expenditures $7,362 $6,792 $7,258 $ 570 $ 104

Virtually all expenditures in this fund (99%) are spent on instruction. Expenditures

increased to $7.4 Million from $6.8 Million from the prior. When compared to budget, there

is an increase of $0.1 Million. Increases in special purpose funding expenditure are

typically proportional to increases in revenue. Variances from actual and from budget are

due to the same factors that led to the variances for revenues explained above.

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9 | P a g e

Capital Fund

During the year, the District spent $4.8 Million to complete several capital projects, and

another $0.2 Million in projects underway but not finished by year end. The Ministry of

Education fully funded these projects.

Capital fund balances at year end are as follows:


Restricted Capital Balance $ 692 $ 411 $ 281

Other Provincial Capital $ 43 $ 119 $ (76)

Bylaw Capital $ 640 $ 0 $ 640

Local Capital $ 72 $1,582 $(1,510)

Total $1,447 $2,112 $ (665)

Restricted capital represents the Ministry of Education’s portion (75%) of the proceeds on

disposal of land and buildings. During the year, the District sold a strip of land valued at

$375,000.

Other provincial capital is funds received from the Ministry of Skills Training for the

purchase of equipment in support of the Youth Trades program. During the year, the

District received $0.07 Million in revenue and purchased $0.15 Million in new equipment

resulting in a net decrease of $0.07 Million to the fund.

Bylaw capital is funding approved and available for capital projects to the end of March

2020. The increase from prior year is a timing difference of when funds were transferred

from the Ministry to the District.

Local capital is funds restricted by the Board for the purchase of capital assets. During the

year, $1.5 Million was invested in software and computer equipment.

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10 | P a g e

Summary and Other Significant Matters

The District submitted a balanced budget to the Ministry of Education for the 19/20 school

year that will continue to deliver the mix of programs and services currently offered to

students in our schools. Moving into 2021 and beyond, there are several factors that may

impact the District’s operations and financial position.

Significant changes to funding may occur in the 2020/21 school year

• Over 10% of our teachers are funded through the classroom enhancement fund.

This funding is tied to the collective agreement, which expired at the end of June

2019. Any changes to the collective agreement would require corresponding

changes to the funding provided, for the District to maintain the current class size

and composition ratios.

• The Provincial Government is undertaking a review of the funding formula used to

calculate funding. The full results of that review are expected to be available prior to

the annual ministry funding announcement in March 2020. This may result in

substantial changes to the District’s funding for the 2020/21 school year and beyond.

• The District currently receives supplemental funding from the Rural Education

Enhancement Fund of 0.8 Million. No announcements have been made by the

ministry regarding how this fund will be treated in the funding review.

Potential sale of McNicoll property

• District Staff continue to explore a potential sale of the McNicoll site to the

Francophone School District (SD93). If a sale occurs, it will represent both an

opportunity and a challenge for the district. Revenue from a sale will allow the board

to move forward with capital projects that are currently unfunded, but the loss of

rental revenue will impact the operating accounts.

Increased enrollment and identified student need

• Although the District’s overall performance was within an acceptable variance of 1 to

2% the district saw significant variances from budget in staffing costs. While several

factors played into these escalating costs, the largest single impact was a significant

increase both in student enrollment and identified student need.

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11 | P a g e

• The district received additional funding of $2.3 Million to address the above-

mentioned identified needs. However staffing costs to address these additional

demands on the system exceeded budget by $3.3 Million.

• Management has put in place several processes to improve planning for and

tracking of staffing requirements that arise during the school year. These include

weekly review with all senior staff of staffing requirements, monthly reporting to the

board on current staffing levels to budgeted levels, and a review of all current

staffing needs.

The accumulated operating surplus is not sufficient to mitigate the risk of unforeseen

expenditures

• As a result of the staffing pressures identified above the District’s contingency

reserves were depleted during the year. This has resulted in an accumulated

operating deficit of $0.2 Million. This deficit represents 0.3% of the district annual

budget and is anticipated to be retired in the current year.

• In order to return operating surplus to a range sufficient to mitigate the risk of

unforeseen expenditures, the district will be reviewing all planned expenditures as

part of the annual revised budget process.

• At this time the District is proceeding with the annual budget approved by the Board

in the Spring. The budget fully reflects the identified increases in student need that

occurred last year and the staffing to address those needs.

Provincial Bargaining between British Columbia Public School Employers’ Association

(BCPSEA) and the British Columbia Teachers’ Federation (BCTF)

• While an agreement on local matters has been reached by the district and the

Okanagan Skaha Teachers Union, bargaining continues at the provincial table with

the help of a mediator. Until an agreement is reached, potential job action by the

BCTF is a possibility and could have a significant impact on operations.

23


12 | P a g e

Contacting Management

This financial report is designed to provide a general overview of the School District’s

finances and to demonstrate accountability for the public funds received by the school

district

If you have questions about the financial report, please contact the Office of the Secretary

Treasurer at 250-770-7700

You can also find additional information on the district and its strategic vision on our web

site: www.SD67.bc.ca

24

http://www.sd67.bc.ca/

ELEMENTARY SCHOOLS ENROLLMENT 2018

(Headcount)

School 2016-17 2017-18 2018-19 2019-20

Column1 2016-17 2017-18 2018-19 2019-20

Carmi 154 150 148 134 -14

Columbia 263 261 270 253 -17

Giant's Head 375 373 385 381 -4

Kaleden 108 94 100 99 -1

Naramata 96 94 85 93 8

Parkway 245 274 264 266 2

Queen's Park 228 227 222 228 6

Trout Creek 160 157 171 170 -1

Uplands 299 297 291 288 -3

West Bench 82 92 103 108 5

Wiltse 292 293 306 301 -5

A decrease of 24 students from last year

Numbers do not include International or ConnectED

0

50

100

150

200

250

300

350

400

450

2016-17

2017-18

2018-19

2019-20

25

MIDDLE SCHOOLS ENROLLMENT 2018

(Headcount)

School 2016-17 2017-18 2018-19 2019-20

Column1 2016-17 2017-18 2018-19 2019-20

KVR 514 522 532 522 -10

SMS 305 299 300 303 3

SLMS 411 413 474 487 13

An increase of 6 students from last year

Numbers do not include International or ConnectED

0

100

200

300

400

500

600

KVR SMS SLMS

2016-17

2017-18

2018-19

2019-20

26

SECONDARY SCHOOLS ENROLLMENT 2018

(Headcount)

School 2016-17 2017-18 2018-19 2019-20

Column1 2016-17 2017-18 2018-19 2019-20 FTE2019-20

PSS 1153 1129 1036 974 -62 1027.1876

PMSS 491 510 507 519 12 534.75

SSS 432 432 438 429 -9 447.4375

A decrease of 59 students from last year

Does not include International or ConnectED / Includes school alternate program

0

200

400

600

800

1000

1200

1400

PSS PMSS SSS

2016-17

2017-18

2018-19

2019-20

27

Amended Annual Budget


June 30, 2020

DRAFT - Not Finalized

February 21, 2020 12:0328

School District No. 67 (Okanagan Skaha)June 30, 2020

Table of Contents

Bylaw ..........................................................................................................................................................................................................1

Amended Annual Budget - Revenue and Expense - Statement 2 ..........................................................................................................................................2

Amended Annual Budget - Changes in Net Financial Assets (Debt) - Statement 4 .............................................................................................................................................4

Amended Annual Budget - Schedule of Changes in Accumulated Surplus (Deficit) by Fund - Schedule 1 ..........................................................................................................................................................................................................5

Amended Annual Budget - Operating Revenue and Expense - Schedule 2 .......................................................................................................................................................6

Schedule 2A - Amended Annual Budget - Schedule of Operating Revenue by Source ..........................................................................................................................................................................................................7

Schedule 2B - Amended Annual Budget - Schedule of Operating Expense by Object ..........................................................................................................................................................................................................8

Schedule 2C - Amended Annual Budget - Operating Expense by Function, Program and Object ..........................................................................................................................................................................................................9

Amended Annual Budget - Special Purpose Revenue and Expense - Schedule 3 ......................................................................................................11

Schedule 3A - Amended Annual Budget - Changes in Special Purpose Funds ..............................................................................................................................................12

Amended Annual Budget - Capital Revenue and Expense - Schedule 4 ...............................................................................................................15

*NOTE - Statement 1, Statement 3, Statement 5 and Schedules 4A - 4D are used for Financial Statement reporting only.


February 21, 2020 12:0329

A Bylaw of THE BOARD OF EDUCATION OF SCHOOL DISTRICT NO. 67 (OKANAGAN SKAHA)

(called the ''Board'') to adopt the Amended Annual Budget of the Board for the fiscal year 2019/2020 pursuant

to section 113 of the School Act , R.S.B.C., 1996, c. 412 as amended from time to time (called the "Act ").

1. Board has complied with the provisions of the Act respecting the Amended Annual Budget

adopted by this bylaw.

2. This bylaw may be cited as School District No. 67 (Okanagan Skaha)

Amended Annual Budget Bylaw for fiscal year 2019/2020.

3. The attached Statement 2 showing the estimated revenue and expense for the

2019/2020 fiscal year and the total budget bylaw amount of $73,378,314 for the 2019/2020 fiscal

year was prepared in accordance with the Act .

4. Statement 2, 4 and Schedules 1 to 4 are adopted as the Amended Annual Budget of the Board

for the fiscal year 2019/2020.

READ A FIRST TIME THE 24th DAY OF FEBRUARY, 2020;

READ A SECOND TIME THE 24th DAY OF FEBRUARY, 2020;

READ A THIRD TIME, PASSED AND ADOPTED THE 24th DAY OF FEBRUARY, 2020;

( Corporate Seal )

I HEREBY CERTIFY this to be a true original of School District No. 67 (Okanagan Skaha)

Amended Annual Budget Bylaw 2019/2020, adopted by the Board the 24th DAY OF FEBRUARY, 2020.

AMENDED ANNUAL BUDGET BYLAW

Chairperson of the Board

Secretary Treasurer

Secretary Treasurer


February 21, 2020 12:0330

Statement 2

2020 Amended 2020

Annual Budget Annual Budget

Ministry Operating Grant Funded FTE's

School-Age 5,783.625 5,890.250

Adult 7.250 6.500

Total Ministry Operating Grant Funded FTE's 5,790.875 5,896.750

Revenues $ $

Provincial Grants

Ministry of Education 62,486,862 62,284,847

Other 150,975 50,000

Tuition 1,499,836 1,300,000

Other Revenue 3,258,679 2,742,655

Rentals and Leases 450,000 600,000

Investment Income 58,000 75,000

Gain (Loss) on Disposal of Tangible Capital Assets 2,793,500

Amortization of Deferred Capital Revenue 3,376,518 3,236,000

Total Revenue 74,074,370 70,288,502

Expenses

Instruction 55,724,418 55,087,826

District Administration 2,335,946 2,380,894

Operations and Maintenance 13,119,193 13,405,827

Transportation and Housing 788,002 574,079

Total Expense 71,967,559 71,448,626

Net Revenue (Expense) 2,106,811 (1,160,124)

Budgeted Allocation (Retirement) of Surplus (Deficit) (240,980) 370,738

Budgeted Surplus (Deficit), for the year 1,865,831 (789,386)

Budgeted Surplus (Deficit), for the year comprised of:

Operating Fund Surplus (Deficit)

Special Purpose Fund Surplus (Deficit)

Capital Fund Surplus (Deficit) 1,865,831 (789,386)

Budgeted Surplus (Deficit), for the year 1,865,831 (789,386)

School District No. 67 (Okanagan Skaha)Amended Annual Budget - Revenue and Expense

Year Ended June 30, 2020

Page 2


February 21, 2020 12:0331

Statement 2

2020 Amended 2020


School District No. 67 (Okanagan Skaha)Amended Annual Budget - Revenue and Expense


Budget Bylaw Amount

Operating - Total Expense 60,250,596 60,872,080

Operating - Tangible Capital Assets Purchased 68,447 50,000

Special Purpose Funds - Total Expense 7,060,001 6,255,546

Special Purpose Funds - Tangible Capital Assets Purchased 251,328 245,614

Capital Fund - Total Expense 4,656,962 4,321,000

Capital Fund - Tangible Capital Assets Purchased from Local Capital 850,000

Budgeted Retirement of Prior Year Deficits 240,980

Total Budget Bylaw Amount 73,378,314 71,744,240

Signature of the Chairperson of the Board of Education

Signature of the Superintendent

Signature of the Secretary Treasurer

Date Signed

Date Signed

Approved by the Board

Date Signed

DRAFT

Page 3


February 21, 2020 12:0332

Statement 4

2020 Amended 2020


$ $

Surplus (Deficit) for the year 2,106,811 (1,160,124)

Effect of change in Tangible Capital Assets

Acquisition of Tangible Capital Assets

From Operating and Special Purpose Funds (319,775) (295,614)

From Local Capital (850,000)

From Deferred Capital Revenue (812,892)

Total Acquisition of Tangible Capital Assets (1,982,667) (295,614)

Amortization of Tangible Capital Assets 4,656,962 4,321,000

Net carrying value of Tangible Capital Assets disposed of 1,619,696

Total Effect of change in Tangible Capital Assets 4,293,991 4,025,386

- -

(Increase) Decrease in Net Financial Assets (Debt) 6,400,802 2,865,262

School District No. 67 (Okanagan Skaha)Amended Annual Budget - Changes in Net Financial Assets (Debt)



February 21, 2020 12:03 Page 433

Schedule 1

Operating Special Purpose Capital 2020 Amended

Fund Fund Fund Annual Budget

$ $ $ $

Accumulated Surplus (Deficit), beginning of year (240,980) 200,000 16,618,313 16,577,333

Changes for the year

Net Revenue (Expense) for the year 309,427 251,328 1,546,056 2,106,811

Interfund Transfers

Tangible Capital Assets Purchased (68,447) (251,328) 319,775 -

Net Changes for the year 240,980 - 1,865,831 2,106,811

Budgeted Accumulated Surplus (Deficit), end of year - 200,000 18,484,144 18,684,144

School District No. 67 (Okanagan Skaha)Amended Annual Budget - Schedule of Changes in Accumulated Surplus (Deficit) by Fund



February 21, 2020 12:03 Page 534

Schedule 2

2020 Amended 2020


$ $

Revenues

Provincial Grants


Other 48,144 50,000

Tuition 1,499,836 1,300,000

Other Revenue 1,666,077 1,210,396



Total Revenue 60,560,023 60,551,342

Expenses

Instruction 48,695,030 48,855,133

District Administration 2,335,946 2,380,894

Operations and Maintenance 8,445,092 9,061,974

Transportation and Housing 774,528 574,079

Total Expense 60,250,596 60,872,080

Net Revenue (Expense) 309,427 (320,738)

Budgeted Prior Year Surplus Appropriation 370,738

Budgeted Retirement of Deficit (240,980)

Net Transfers (to) from other funds

Tangible Capital Assets Purchased (68,447) (50,000)

Total Net Transfers (68,447) (50,000)

Budgeted Surplus (Deficit), for the year - -

School District No. 67 (Okanagan Skaha)Amended Annual Budget - Operating Revenue and Expense



February 21, 2020 12:03 Page 635

Schedule 2A

2020 Amended 2020


$ $

Provincial Grants - Ministry of Education

Operating Grant, Ministry of Education 56,090,034 56,580,008

ISC/LEA Recovery (943,282) (775,396)

Other Ministry of Education Grants

Pay Equity 441,194 441,194

Funding for Graduated Adults 4,000 4,000

Transportation Supplement 167,035 167,035

Carbon Tax Grant 40,000 40,000

Employer Health Tax Grant 446,141 446,141

Support Staff Benefits Grant 210,689

FSA Exam Funding 12,964 12,964

Next Generation Contract 400,000 400,000

Early Learning framework Grant 2,191

Total Provincial Grants - Ministry of Education 56,870,966 57,315,946

Provincial Grants - Other 48,144 50,000

Tuition

International and Out of Province Students 1,499,836 1,300,000

Total Tuition 1,499,836 1,300,000

Other Revenues

Other School District/Education Authorities 270,795 260,000

Funding from First Nations 943,282 775,396

Miscellaneous

Transportation and Technology Services 300,000

Miscellaneous 152,000 175,000

Total Other Revenue 1,666,077 1,210,396



Total Operating Revenue 60,560,023 60,551,342

School District No. 67 (Okanagan Skaha)Amended Annual Budget - Schedule of Operating Revenue by Source



February 21, 2020 12:03 Page 736

Schedule 2B

2020 Amended 2020


$ $

Salaries

Teachers 25,588,566 25,939,253

Principals and Vice Principals 3,632,116 3,750,129

Educational Assistants 4,421,726 4,304,520

Support Staff 4,640,759 4,906,815

Other Professionals 2,054,691 2,002,708

Substitutes 2,158,287 1,999,562

Total Salaries 42,496,145 42,902,987

Employee Benefits 10,167,217 10,232,149

Total Salaries and Benefits 52,663,362 53,135,136

Services and Supplies

Services 2,067,800 2,236,821

Student Transportation 498,000 316,125

Professional Development and Travel 454,151 466,501


Dues and Fees 73,500 72,500

Insurance 195,892 203,173

Supplies 2,521,987 2,760,920

Utilities 1,769,904 1,674,904

Total Services and Supplies 7,587,234 7,736,944

Total Operating Expense 60,250,596 60,872,080

School District No. 67 (Okanagan Skaha)Amended Annual Budget - Schedule of Operating Expense by Object



February 21, 2020 12:03 Page 837

Schedule 2CSchool District No. 67 (Okanagan Skaha)Amended Annual Budget - Operating Expense by Function, Program and Object

Principals and Educational Support Other

Teachers Vice Principals Assistants Staff Professionals Substitutes Total

Salaries Salaries Salaries Salaries Salaries Salaries Salaries

$ $ $ $ $ $ $

1 Instruction

1.02 Regular Instruction 20,614,346 928,204 95,696 170,403 1,415,409 23,224,058

1.03 Career Programs 90,369 79,322 10,860 180,551

1.07 Library Services 637,995 134,683 41,168 813,846

1.08 Counselling 954,191 954,191

1.10 Special Education 2,640,029 3,800,807 377,684 400,214 7,218,734

1.30 English Language Learning 171,158 10,954 182,112

1.31 Indigenous Education 162,208 123,332 445,901 24,532 14,452 38,049 808,474

1.41 School Administration 2,391,342 968,000 52,352 3,411,694

1.60 Summer School 31,203 31,203

1.62 International and Out of Province Students 318,270 124,671 58,620 24,121 525,682

1.64 Other -

Total Function 1 25,588,566 3,567,549 4,421,726 1,297,618 450,756 2,024,330 37,350,545

4 District Administration

4.11 Educational Administration 64,567 68,807 372,702 506,076

4.40 School District Governance 83,500 83,500

4.41 Business Administration 275,680 677,721 2,861 956,262

Total Function 4 - 64,567 - 344,487 1,133,923 2,861 1,545,838

5 Operations and Maintenance

5.41 Operations and Maintenance Administration 52,205 470,012 522,217

5.50 Maintenance Operations 2,496,297 118,734 2,615,031

5.52 Maintenance of Grounds 325,750 4,000 329,750

5.56 Utilities -

Total Function 5 - - - 2,874,252 470,012 122,734 3,466,998

7 Transportation and Housing

7.41 Transportation and Housing Administration -

7.70 Student Transportation 124,402 8,362 132,764

7.73 Housing -

Total Function 7 - - - 124,402 - 8,362 132,764

9 Debt Services

Total Function 9 - - - - - - -

Total Functions 1 - 9 25,588,566 3,632,116 4,421,726 4,640,759 2,054,691 2,158,287 42,496,145


Page 9


February 21, 2020 12:0338

Schedule 2CSchool District No. 67 (Okanagan Skaha)Amended Annual Budget - Operating Expense by Function, Program and Object

1 Instruction

1.02 Regular Instruction

1.03 Career Programs

1.07 Library Services

1.08 Counselling

1.10 Special Education

1.30 English Language Learning

1.31 Indigenous Education

1.41 School Administration

1.60 Summer School

1.62 International and Out of Province Students

1.64 Other

Total Function 1

4 District Administration

4.11 Educational Administration

4.40 School District Governance

4.41 Business Administration

Total Function 4

5 Operations and Maintenance

5.41 Operations and Maintenance Administration

5.50 Maintenance Operations

5.52 Maintenance of Grounds

5.56 Utilities

Total Function 5

7 Transportation and Housing

7.41 Transportation and Housing Administration

7.70 Student Transportation

7.73 Housing

Total Function 7

9 Debt Services

Total Function 9

Total Functions 1 - 9


Total Employee Total Salaries Services and 2020 Amended 2020

Salaries Benefits and Benefits Supplies Annual Budget Annual Budget

$ $ $ $ $ $

23,224,058 5,542,209 28,766,267 1,468,230 30,234,497 30,397,685

180,551 43,873 224,424 95,000 319,424 288,966

813,846 164,392 978,238 1,900 980,138 1,090,414

954,191 231,868 1,186,059 3,000 1,189,059 1,095,124

7,218,734 1,660,952 8,879,686 316,700 9,196,386 9,299,251

182,112 44,253 226,365 2,000 228,365 176,942

808,474 189,211 997,685 237,715 1,235,400 1,215,100

3,411,694 792,592 4,204,286 51,000 4,255,286 4,184,567

31,203 6,300 37,503 1,000 38,503 38,503

525,682 122,790 648,472 369,500 1,017,972 1,023,081

- - - 45,500

37,350,545 8,798,440 46,148,985 2,546,045 48,695,030 48,855,133

506,076 140,257 646,333 65,500 711,833 717,687

83,500 20,290 103,790 141,500 245,290 246,992

956,262 236,876 1,193,138 185,685 1,378,823 1,416,215

1,545,838 397,423 1,943,261 392,685 2,335,946 2,380,894

522,217 126,135 648,352 167,600 815,952 827,869

2,615,031 732,798 3,347,829 2,011,500 5,359,329 6,060,271

329,750 80,157 409,907 90,000 499,907 498,930

- - 1,769,904 1,769,904 1,674,904

3,466,998 939,090 4,406,088 4,039,004 8,445,092 9,061,974

- - 500 500 500

132,764 32,264 165,028 609,000 774,028 573,579

- - - -

132,764 32,264 165,028 609,500 774,528 574,079

- - - - - -

42,496,145 10,167,217 52,663,362 7,587,234 60,250,596 60,872,080

Page 10


February 21, 2020 12:0339

Schedule 3

2020 Amended 2020


$ $

Revenues

Provincial Grants


Other 102,831

Other Revenue 1,592,602 1,532,259

Total Revenue 7,311,329 6,501,160

Expenses

Instruction 7,029,388 6,232,693

Operations and Maintenance 17,139 22,853

Transportation and Housing 13,474

Total Expense 7,060,001 6,255,546

Net Revenue (Expense) 251,328 245,614


Tangible Capital Assets Purchased (251,328) (245,614)

Total Net Transfers (251,328) (245,614)

Budgeted Surplus (Deficit), for the year - -

School District No. 67 (Okanagan Skaha)Amended Annual Budget - Special Purpose Revenue and Expense



February 21, 2020 12:03 Page 1140

Schedule 3ASchool District No. 67 (Okanagan Skaha)Amended Annual Budget - Changes in Special Purpose Funds

Annual Learning Aboriginal Special School Ready,

Facility Improvement Education Education Generated Strong Set,

Grant Fund Technology Equipment Funds Start Learn OLEP CommunityLINK

$ $ $ $ $ $ $ $

Deferred Revenue, beginning of year 14,096 12,529 1,547,050 24,949 35,098 - -

Add: Restricted Grants

Provincial Grants - Ministry of Education 268,467 212,319 128,000 26,950 145,442 385,179

Provincial Grants - Other

Other 1,500,000

268,467 212,319 - - 1,500,000 128,000 26,950 145,442 385,179

Less: Allocated to Revenue 268,467 212,319 - - 1,500,000 151,200 50,000 145,442 385,179

Transfered to Operating 300,000

Deferred Revenue, end of year - - 14,096 12,529 1,247,050 1,749 12,048 - -

Revenues

Provincial Grants - Ministry of Education 268,467 212,319 151,200 50,000 145,442 385,179


Other Revenue 1,500,000

268,467 212,319 - - 1,500,000 151,200 50,000 145,442 385,179

Expenses

Salaries

Teachers 73,000

Principals and Vice Principals

Educational Assistants 170,000 24,000

Support Staff 110,000

Other Professionals

Substitutes 1,200 740

- 170,000 - - - 111,200 - 73,740 24,000

Employee Benefits 42,319 26,000 19,200 6,000

Services and Supplies 17,139 1,500,000 14,000 50,000 52,502 355,179

17,139 212,319 - - 1,500,000 151,200 50,000 145,442 385,179

Net Revenue (Expense) before Interfund Transfers 251,328 - - - - - - - -

Interfund Transfers

Tangible Capital Assets Purchased (251,328)

(251,328) - - - - - - - -

Net Revenue (Expense) - - - - - - - - -


Page 12DRAFT - Not Finalized

February 21, 2020 12:0341


Deferred Revenue, beginning of year




Other

Less: Allocated to Revenue

Transfered to Operating

Deferred Revenue, end of year

Revenues



Other Revenue

Expenses

Salaries

Teachers


Educational Assistants

Support Staff

Other Professionals

Substitutes

Employee Benefits


Net Revenue (Expense) before Interfund Transfers

Interfund Transfers

Tangible Capital Assets Purchased

Net Revenue (Expense)


Rural Education Classroom Classroom Classroom First Nation Mental Changing

Enhancement Enhancement Enhancement Enhancement Student Health Results for Read Early Years

Fund Fund - Overhead Fund - Staffing Fund - Remedies Transportation in Schools Young Children Now Centre

$ $ $ $ $ $ $ $ $

4,870 44,536

810,595 238,821 2,888,195 416,954 13,474 28,500 6,750

810,595 238,821 2,888,195 416,954 13,474 28,500 6,750 - -

810,595 238,821 2,888,195 416,954 13,474 28,500 6,750 4,870 44,536

- - - - - - - - -

810,595 238,821 2,888,195 416,954 13,474 28,500 6,750

4,870 44,536

810,595 238,821 2,888,195 416,954 13,474 28,500 6,750 4,870 44,536

245,000 2,290,000

170,000 33,510

140,000

33,402

310,000

555,000 33,510 2,290,000 310,000 - - - - 33,402

170,000 8,378 598,195 106,954

85,595 196,933 13,474 28,500 6,750 4,870 11,134

810,595 238,821 2,888,195 416,954 13,474 28,500 6,750 4,870 44,536

- - - - - - - - -

- - - - - - - - -

- - - - - - - - -



February 21, 2020 12:0342


Deferred Revenue, beginning of year




Other

Less: Allocated to Revenue

Transfered to Operating

Deferred Revenue, end of year

Revenues



Other Revenue

Expenses

Salaries

Teachers


Educational Assistants

Support Staff

Other Professionals

Substitutes

Employee Benefits


Net Revenue (Expense) before Interfund Transfers

Interfund Transfers

Tangible Capital Assets Purchased

Net Revenue (Expense)


Through a After School Miscellaneous

Different Lens Sports and Arts TOTAL

$ $ $ $

26,743 42,925 65,859 1,818,655

5,569,646

10,500 10,500

1,500,000

- 10,500 - 7,080,146

26,743 53,425 65,859 7,311,329

300,000

- - - 1,287,472

5,615,896

53,425 102,831

26,743 65,859 1,592,602

26,743 53,425 65,859 7,311,329

2,608,000

203,510

194,000

250,000

33,402

311,940

- - - 3,600,852

977,046

26,743 53,425 65,859 2,482,103

26,743 53,425 65,859 7,060,001

- - - 251,328

(251,328)

- - - (251,328)

- - - -



February 21, 2020 12:0343

Schedule 4

Invested in Tangible Local Fund 2020

Capital Assets Capital Balance Annual Budget

$ $ $ $

Revenues


Gain (Loss) on Disposal of Tangible Capital Assets 2,793,500 2,793,500

Amortization of Deferred Capital Revenue 3,376,518 3,376,518 3,236,000

Total Revenue 6,170,018 33,000 6,203,018 3,236,000

Expenses

Amortization of Tangible Capital Assets

Operations and Maintenance 4,656,962 4,656,962 4,321,000

Total Expense 4,656,962 - 4,656,962 4,321,000

Net Revenue (Expense) 1,513,056 33,000 1,546,056 (1,085,000)


Tangible Capital Assets Purchased 319,775 319,775 295,614

Total Net Transfers 319,775 - 319,775 295,614

Other Adjustments to Fund Balances

District Portion of Proceeds on Disposal (2,793,500) 2,793,500 -

Tangible Capital Assets Purchased from Local Capital 850,000 (850,000) -

Total Other Adjustments to Fund Balances (1,943,500) 1,943,500 -

Budgeted Surplus (Deficit), for the year (110,669) 1,976,500 1,865,831 (789,386)

2020 Amended Annual Budget

School District No. 67 (Okanagan Skaha)Amended Annual Budget - Capital Revenue and Expense



February 21, 2020 12:03 Page 1544

Ministry of Education

Resource Management Division Mailing Address: PO Box 9151 Stn Prov Govt Victoria BC V8W 9H1

Location: 5th Floor, 620 Superior St Victoria BC V8V 1V2

February 27, 2020 Ref: 218298

Todd Manuel Assistant Superintendent School District No. 67 425 Jermyn Avenue Penticton BC V2A 1Z4 Dear Mr. Manuel: Thank you for your letter dated February 27, 2020 requesting an extension to the deadline for submitting the SD67 (Okanagan Skaha) 2019/20 Amended Budget. I can confirm that an extension to the deadline is granted to SD67, subject to the following:

1. Please provide a duly signed and approved 2019/20 Amended Budget no later than March 13, 2020. The hardcopy of the approved budget should be couriered to:

School District Financial Reporting Unit Resource Management Division Ministry of Education 3rd Floor, 620 Superior Street Victoria BC V8V 1V2 Attn: Ian Aaron

2. The Excel version of the approved Budget should be emailed to [email protected] no later

than March 11, 2020. Should you have any questions please contact Kim Horn, Executive Director, Funding and Financial Accountability Branch at [email protected] or Ian Aaron, Director, School District Financial Reporting at [email protected]. Sincerely,

Reg Bawa Assistant Deputy Minister cc: Kim Horn, Executive Director Ian Aaron, Director

50

mailto:[email protected]






Consent form for Parents

February xx, 2020

Project Title: Exploring Students, Parents and Educator Perspectives of the Successes and Challenges in SD

67 Indigenous Education Program

i. Who will be conducting the study?

Principal Investigator: Marlene Bazley

M. Ed. Special Education/School of Education/University of Northern British Columbia

University of Northern British Columbia

Prince George, BC V2N 4Z9

[email protected]

250.328.2526

Supervisor: Dr. Lantana Usman

Associate Professor/University of Northern British Columbia

250-960-5304

[email protected]

This research study is in part fulfillment of a graduate degree and will be under supervision by Dr. Lantana

Usman. The results of the study will be made public in professional journals whose main audience include

doctors, lawyers, educators and engineers.

ii. Why are you being asked to participate in the study? Why are we doing this study?

Statistics have demonstrated that the six-year graduation rate for School District’s (SD 67) Indigenous Education

Program (IEP) is ten percent higher than the provincial average and as high as twenty percent above the national

average, excluding Quebec and the Maritimes. The purpose of the study is to research the IEP program to

determine the factors that have attributed to the increase.

You and your child have been invited to participate in this study because your child has been enrolled in the IEP

for more than three years and will be graduating in the Spring 2020 or your child has graduated between 2017-

2019. The study provides you with an opportunity to share your voice about your child’s education in SD 67.

Participation in this study is completely voluntary, and you are free to withdraw at any time, without giving

reason. You are also not obligated to answer any questions that you are not comfortable with answering. It

should be noted that all transcripts and audio recordings will be destroyed upon withdraw of the study.

iii. What will happen during the research study?

While reflecting on your experience with the IEP, it will be expected that you will choose to capture these

moments by either writing in a journal, or by using photo-voice, or by creating symbolic art. At the next meeting

in two weeks, you will have an opportunity to share your experiences in a sharing circle. It should be noted, you

are not obligated to participate in the first activity of journaling, or using photo-voice or symbolic art.

As previously mentioned, it will be expected that all participants in their assigned category will meet to share

their experiences in a sharing circle. A sharing circle is safe place to share information, where each participant

51



has an equal opportunity to speak. A talking stick will be used and will passed around the circle to identify the

speaker. Protocol allows for the participant to pass the talking stick to forgo their opportunity to speak. It is

expected that the only person speaking is the person with the talking stick. Others are encouraged to listen and

be free of judgement. The sharing circle is complete when everyone has spoken. Members of the circle can then

choose to continue or take a break. Protocol states that all information shared in the circle, stays in the circle,

ensuring confidentiality. This also means that no one can leave or join the sharing circle once it has started.

Sharing circles will be held at the Outman Cultural School, to ensure safety and privacy. The leader of the

sharing will be the Principal Investigator, Marlene Bazley, who will be guided by local Elder and Hereditary

Chief Adam Eneas.

Recordings of the sharing circles will be transcribed and analyzed by the Principal Investigator and will take

approximately two to three weeks to analyze. Findings will then be shared with you during a face-to-face

interview in order to authenticate and verify your story. Interviews will be held at the Outma Cultural School

and should take no more than sixty minutes.

Prior to submission of the research study, there will be one last sharing circle to share the findings of the study.

Any concerns or questions regarding the findings will be addressed during this meeting.

In sum, you will need to attend two sharing circles and one interview. You will also be encouraged to reflect

through journaling, using Photo-voice or by creating symbolic art, two weeks prior the first sharing circle. There

will be light snacks and coffee available at all meetings.

Sharing circles and interviews will be video and audio recorded. Data collected will be locked and stored in the

Principal’s office at Princess Margaret Secondary and will be destroyed after five years.

iv. Potential Risks of the Study

I do not think that there is anything in this study that will harm you. You are free at any time to withdraw yourself

from the study and your wishes will be respected. An Elder from the community will be present during sharing

circles and interview, if counsel is needed.

v. Potential Benefits of the Study

I am aware that there may not be a benefit you for participating in the research study, however, the information

gathered here will benefit other schools who want to improve/develop their Indigenous Education Program.

vi. Anonymity and Confidentiality

Your anonymity will be respected. Information that discloses your identity will not be released. All names will

be assigned a pseudo name and will be kept under lock and key in the Principal’s office at Princess Margaret

Secondary School. After five years, all documentation will be destroyed.

As an Educator, it is my duty to report to the authorities if at any point during the study you reveal that there has

been an incident that involves abuse and/or neglect of a child (or that there is a risk of such occurring). Please

be advised that as the Principal Investigator I must, by law, report this information to the appropriate authorities.

vii. Compensation

I will offer you a ten-dollar grocery store gift card for your participation in the study. Compensation is not

dependent on completion of the project and will be pro-rated for those that withdraw before completion.

viii. Study Results

52

The results of this study will be reported in a graduate thesis and may also be published in journal articles and

books. There will be a final sharing circle with all participants to share study results, prior to submission to the

University.

ix. Contact for information about the study

If you have any questions regarding this study and what we are asking of you, please contact the Principal

Investigator or my UNBC Thesis Supervisor.

x. Contact for concerns or complaints

If you have any concerns or complaints about your rights as a research participant and/or your experiences while

participating in this study, contact the UNBC Office of Research at 250-960-6735 or by e-mail at [email protected]

xi. Participant Consent and signature page

I understand the researcher’s duty to report abuse to the Ministry of Children and Family Development.

Yes No

I have read or been described the information presented in the information letter about the project:

YES NO

I have had the opportunity to ask questions about my involvement in this project and to receive additional

details I requested.

YES NO

I understand that if I agree to participate in this project, I may withdraw from the project at any time up until

the report completion, with no consequences of any kind. I have been given a copy of this form.

YES NO

I agree to be audio recorded.

YES NO

I agree to be video recorded.

YES NO

• Your signature below indicates that you have received a copy of this consent form for your own

records.

• Your signature indicates that you consent to participate in this study.

__________________________________________ ________________________

Participant Signature Date

(or Parent or Guardian Signature)

__________________________________________

53


Printed Name of the Participant (or Parent or

Guardian) signing above

54

Consent form for Educators

February xx, 2020








[email protected]

250.328.2526



250-960-5304

[email protected]























55










Chief Adam Eneas.


























vii. Compensation

I will offer you a five-dollar grocery store gift card for your participation in the study. Compensation is not

dependent on completion of the project and will be pro-rated for those that withdraw before completion.

viii. Study Results



University.

56









Yes No


YES NO



YES NO



YES NO


YES NO


YES NO


records.


__________________________________________ ________________________


__________________________________________

Printed Name of the Participant

57


Parent Information Letter

Month XX, 2020

Dear Guardian,

This letter is to inform you of a research study that your child has expressed interest in

participating in and to invite to participate, as well.

The purpose of the research study is to learn more about the Indigenous Education Program in

School District 67. I would like to learn about the Indigenous Education program, from all

perspectives, which means not only including students, but parents and educators as well. The

research study will give you the opportunity to voice your opinions about the program. There

will be an information meeting held at <insert school name> in the <room>, that will take place

at 5pm and should take about an hour in length. Food and beverages will be provided.

If you are interested in attending the information meeting, please sign the form below, and return

to the school. Please feel free to contact me at [email protected] if you have any questions or

concerns regarding this.

Sincerely,

Marlene Bazley

English/Home Economics Educator

I am interested in attending the information meeting on <MONTH DAY, YEAR> and can be

reached at:

Phone: _____________________________

Email: ______________________________

Address: _________________________________________________

Parent Name: __________________________

Parent Signature: _______________________ Date: _______________________

58


Marlene Bazley 463 Heales Avenue Penticton, B.C. V2A 1G5 March 2, 2020 Wendy Hyer, Superintendent Okanagan Skaha School District 67 425 Jermyn Avenue Penticton, B.C. V2A 1G5 Dear Wendy Hyer, I am writing to you today to request permission for me to conduct research in our school district. The district’s Indigenous graduation rate is 10% higher than provincial rates and 20% higher than other western provinces. The research project is aimed to identify those success factors that have contributed to this phenomenon while also identifying any challenges our students face. There is very little literature review about Indigenous Education Programs (IEP), and especially IEP’s in a public-school setting, making the findings from this research study very valuable for other districts wanting to improve their own IEP or to develop an IEP of their own. The research project will involve interviewing Grade 11 & 12 students, their parents and educators from Penticton Senior Secondary School and Princess Margaret Secondary School. I am hoping for at least two students and their parents from each secondary school, for a total of 4 students. Dustin Hyde, Lisa Stephens, Lana Lamb and Erika Bird are the educators that will be invited to participate. Once approved by the School Board, a promotional poster for the research project (attachment #1) will be posted at both schools. Students who are interested will be sent home with an information letter (attachment #2), informing parents of the research project and inviting them to the follow information meetings:

March 30th at Princess Secondary in the cultural room from 3:15 to 4:30

April 1 at Penticton Senior Secondary in the library from 3:15 to 4:30 At the information meetings, parents and students will be given the opportunity to learn more about the research study and to ask questions. In addition to this, they will also be given the time to sign the University of Northern British Columbia consent forms. Research with participants will be conducted two weeks following based on their time preference determined at the information meeting and will take approximately 6-8 weeks to complete. Participation will not interfere with their regular classes. Thank you for your cooperation in this educational opportunity. Sincerely, Marlene Bazley

59

Indigenous Education Support Teacher/Home Economics

60

WHO: Grade 11 and 12 students

What: Information Meeting

regarding a research study about

your education.

When: TBA

Time: Lunchtime, food & beverages

will be provided.

Please see Ms. Hall or Mrs. Lamb for

more details regarding the study.

61

Consent form for Students

February xx, 2020








[email protected]

250.328.2526



250-960-5304

[email protected]






















62











Chief Adam Eneas.


























vii. Compensation

I will offer a $200 contribution to the Princess Margaret Indigenous Education fund for your participation in the

study. Compensation is not dependent on completion of the project.

viii. Study Results

63



University.









Yes No


YES NO



YES NO



YES NO


YES NO


YES NO


records.


__________________________________________ ________________________


(or Parent or Guardian Signature)

__________________________________________

64


Printed Name of the Participant (or Parent or

Guardian) signing above

65

School District No. 67 (Okanagan Skaha) Office of the Assistant Superintendent

M E M O R A N D U M March 9, 2020

TO: Board of Education FROM: Todd Manuel, Assistant Superintendent RE: Review of Approved SD67 Student Trips Over Spring Break 2020

SD No. 67 (Okanagan Skaha) is continuing to assess field trips on a case by case basis based on information provided from the B.C. Health Authority, Ministry of Education and travel advisories released by the Government of Canada. The Board of Education has approved the following student trips planned to take place over spring break:

• France, England and Amsterdam

• New York

• Banff and Edmonton road trip

As of March 6, the Government of Canada has not identified travel advisories for any of these regions. Upon review of all three field trips and using information available through the appropriate authorities, as well as reviewing decisions made by neighbouring school districts with similar field trips, district staff believe that these trips are safe and can continue as planned. Parents have also been contacted by trip supervisors to review the situation and to update them on the assessment by district staff. Based on our review, district staff are not recommending that the board cancel these trips. Parents of course can make their own individual decisions regarding their child’s participation in the trip.

68

March 6, 2020

Scott MacDonald

Deputy Minister

Ministry of Education

Shannon Baskerville

Deputy Minister

Ministry of Advanced Education

VIA EMAIL

Dear Deputy MacDonald and Deputy Baskerville:

I am writing to provide advice on Spring Break travel for students in British Columbia. Please

share this information with your networks.

At this time, it is not necessary to cancel planned events, outings or trips to public locations in

B.C. and Canada and to most places in the world. However, travellers should understand that as

global efforts to contain COVID-19 continue, the availability of health care services in some

areas may be limited and travel restrictions may be put in place suddenly.

People who are planning travel should check the latest travel notices and advisories on the

Government of Canada’s website (https://travel.gc.ca/travelling/advisories).

Information about COVID-19, including advice and guidance to schools, is regularly updated on

the BC Centre for Disease Control site: http://www.bccdc.ca/health-info/diseases-

conditions/coronavirus-(novel). Please encourage your colleagues to routinely check this site and

its resources.

For a range of additional links and 8-1-1 information, visit: www.healthlinkbc.ca/coronavirus.

Sincerely,

Bonnie Henry

MD, MPH, FRCPC

Provincial Health Officer

Ministry of Health Office of the 4th Floor, 1515 Blanshard Street Provincial Health Officer PO Box 9648 STN PROV GOVT Victoria BC V8W 9P4 Tel: (250) 952-1330 Fax: (250) 952-1570 http://www.health.gov.bc.ca/pho/ 69

https://travel.gc.ca/travelling/advisories

https://travel.gc.ca/travelling/advisories

http://www.bccdc.ca/health-info/diseases-conditions/coronavirus-(novel)




http://www.healthlinkbc.ca/coronavirus

http://www.healthlinkbc.ca/coronavirus


FORM 260-1 FIELD TRIP APPROVAL FORM

Departure Date/Time: Return Date/Time:

School: Destination:

Number of Students: Grade/Group:

Trip Supervisor(s):

Chaperone(s):

Criminal Record Checks will be completed prior to departure: Yes No N/A

LEVEL 1 (LOW RISK DAY TRIPS)

(PRELIMINARY APPROVAL FOR LEVEL 3 AND 4 TRIPS)

Parents Informed, Consent Obtained: (please attach copy of parent information letter)

Transportation:

Cost per Student: $ Assistance Available:

Trip Purpose:

Date: Principal’s Signature:

LEVEL 2 (LOW RISK, UP TO 2 NIGHTS IN BC)

In addition to the information provided for Level 1 approval, please attach detailed information on the following:

Must be submitted for approval at least 2 months prior to departure

Trip Itinerary

Accommodation InformationSupervision Plan (ref. Regulation 2.3)

Date: Principal’s Signature:

(please submit copy of trip information to Board Office for files)

LEVEL 3 (MEDIUM/HIGH RISK TRIPS OR TRIPS MORE THAN 2 NIGHTS IN BC)

In addition to the information provided for Level 1 and 2 trip approvals, for all Level 3 trips, please provide:

Must be submitted at least 2 months prior to departure for approval

Completed Safety Plan

Detailed Communication Plans (with parents and students)

Free Time Plan (if applicable)

Date: Superintendent/Designate’s Signature

LEVEL 4 (OUT-OF-PROVINCE OR INTERNATIONAL TRIPS)

In addition to Levels 1-3 information, the following must be provided at least 6 months prior to departure: Expanded Trip Purpose

Fundraising Plans

Presentation to Board (as requested)

Board Approval in Principle:

Date:

Final Board Approval:

Date:

Submit to School Board Office

BOARD OFFICE USE

Decision: Approved / Approved in Principle, resubmit to Board / Refer to Board

LEVEL

Date:

Superintendent of Schools / or Designate

April 14 April 19Houston Texas

14 9-12Josh Walker

Kelsey Kotzian

Plane and BusTo compete in the World Championships for the FIRST Robotics Competition after having qualified in the regional competition

Princess Margaret Secondary

$800

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70

SCHOOL DISTRICT NO. 67 (OKANAGAN SKAHA)

FIELD TRIP CHECKLIST

Administrative Items: Completed Field Trip Approval Form has been submitted to, discussed with, and approved by the

principal (Section 1.1 – 1.4) Signed forms indicating informed consent have been obtained for each student participating (Section 2.5) A list of participating students and contact information has been provided to the principal Information regarding student medical concerns (e.g. Epipens, allergies, etc.) is available for supervisors and chaperones Criminal Record Checks have been completed for all adult participants (Section 4.3) Arrangements have been made for non-participating students Trip details and expectations have been communicated to parents and students

Details:

Safety: Safety Plan has been completed

Potential safety risks and safety plans have been reviewed with parents, students and chaperones (Section 2.5) Information regarding prohibited substances has been provided to students and trip supervisors (Section 2.4) Supervision expectations have been reviewed with trip supervisors (Section 2.3) Appropriate adult supervision has been arranged

Conduct:

Expectations for student conduct have been reviewed with:

o Students (Date/s): (Section 3.1)

o Parents/Supervisors (Date/s): _(Section 3.2) Plans to address unacceptable conduct are in place and have been reviewed with supervisors and parents (Section 2.3.f; 3.3)

Chaperones: Have been selected based on the criteria for selection (Section 4.2) All chaperones have received orientation information (Section 4.4) Expected conduct has been reviewed with all chaperones (Section 2.2 – 2.4)

International Trips:

An educational rationale has been provided for this trip A commercial company will be used to help facilitate the planning for this trip

o Company Name:Added safety risks inherent in such a trip have been reviewed with students, parents, and supervisors

Financial: Financial obligations (including TOC time) of this trip have been made clear to all participants, parents and supervisors Assistance is available for those unable to pay (Section 5.2) A complete accounting of funds will be made available to interested parties at the end of the trip

Fundraising possibilities will make this trip accessible to all interested participants (Section 5.1)

Principal’s Signature Date:

February 28February 28

None

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71

SCHOOL DISTRICT NO. 67 (OKANAGAN SKAHA)

FIELD TRIP SAFETY PLAN

PLAN OVERVIEW OF POTENTIAL RISK ELEMENTS

Site Characteristics

□ Is site suitable to meet the aims and objectives of the field trip?□ Levels of risk assessed:

o terraino water hazard

o weather changeo wild animalso traffico remoteness

o access to medical careo other

□ Measures have been taken to complete site assessment

Activities

□ Activity is age appropriate□ Potential of an activity to expose students to injury□ Special skills/knowledge students/supervisors will require to minimize any potential risk□ Equipment that will be required to ensure safety

(Please note that schools should not justify a site/activity selection based solely on a history of past success. Ongoing re- assessment is necessary as sites change and each trip presents a new set of variables to be accounted for)

Emergency Preparedness □ Access to First Aid support

o First Aid Kit (at the very least, a basic first aid kit should accompany every trip)o Supervisor/chaperone with current First Aid certification

□ Access to medical care (Where is the closest facility?)□ Communication accessibility in the event of an emergency□ Plans to address injury/illness of the leader□ Responding to student injury

o How will the student get to the hospital?o Who will accompany him/her?o How will parents/school be contacted?o Is there a medical form handy for each student?

□ Plan to address a student who has gone missing/been left behind

o Who will wait for the student?o Where?o When will police/school/parents be contacted? By whom?

□ Review behavioural expectations with students and supervisors/ chaperones

Students

□ Special group characteristics that might pose a safety hazard on the trip.□ Special needs students who will require special consideration to ensure safety.□ Students must have the necessary skills, knowledge and abilities to participate safely in the trip

□ Students must be advised of the risks inherent in the trip and of the behaviours expected of them to helpminimize these risks.

Communication

□ A detailed trip itinerary/route left at the school that includes information on how to contact trip supervisorsduring the trip

□ List of participating students, contact numbers and medical concerns must be available in the office□ Parents should receive sufficient information to make an informed decision regarding student participation

□ A pre-trip information meeting for parents is required for out-of-province trips, wilderness activities, and tripsinvolving an activity with a significant degree of risk. Parents who are unable to attend must be contacted bya trip supervisor who will review the pertinent information with them

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72

Expanded Trip Purpose

The students of Penticton Robotics registered for a regional event and fundraised over $23,000. They

then built and tested a robot weighing 138 Lbs. We competed in the regional event and were selected

for the Rookie All Star award which is the most prestigious award a rookie team can win. This award also

qualifies us for the world championships. The students have shown excellent team work and incredible

problem solving skills. Unlike most sporting events, FIRST is a collaborative effort. After having been

selected as a member of the #2 alliance, all three teams were working on our robot.

The trip to Houston Texas is a continuation of this amazing opportunity. It is a chance to represent our

schools (as the team is a collaboration between Penticton Secondary and Princess Margaret) on the

international stage in a sporting event. This brings students together across grades and genders. Our

team leader is Nicola Thompson, a grade 11 from Pen Hi. We currently have 3 females on a team of 17

in high profile roles and they are excelling. At the last event, Nicola was offered a scholarship to the

University of Victoria.

This trip also exemplifies all of the STEM principles which are needed to prepare a student to be

competitive in a modern world.

Mentor and sponsor

Josh Walker

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Field Trip Safety Plan for First Robotics Competition

Site Characteristics George R. Brown Convention Center

Address: 1001 Avenida de Las Americas, Houston Tx. Postal Code: 77010

Phone: 1-713-853-8000, Toll Free: 1-800-427-4697

The site for the First Robotics Championship is held at the George R. Brown Convention Center which is 19 minutes from the Memorial Hospital. We will be traveling to and from the Convention Center on public transit as recommended by a team who went last year. The competition has strict safety rules that must be adhered to or else teams could be disqualified. We will be out of the elements while the competition is underway, so we don’t expect weather to be of any concern. We are traveling by plane. Due to the Corona Virus, we will be following the CDC procedures at all times as per FIRST regulations. We will be staying at The Crowne Plaza Hotel which is 7.8 Miles away from the Convention center. The competition is designed to be as safe as possible; all safety conditions must be met for teams to be considered fit to compete.

Activities There is an incredibly low potential for students to be at risk. Some of the students from each team will be in the “pit” for their teams (5 max at a time). They will be separated from the competition by a large fence and must wear safety equipment while being in the pit at all times. I will be providing the safety equipment (safety glasses) for all students, and everyone will have closed toed shoes during competition time. This activity is designed for students and will absolutely be appropriate. Neither teachers, supervisors nor students will require any special training to be able to participate. However, everyone in the building will need to listen to an initial announcement regarding safety before the competition starts.

Emergency Preparedness Mr. Walker will have a first aid kit at all times in his backpack. None of the teachers or chaperones will have any current safety certifications but there will a first aid attendants on site. The Memorial Hospital is 19 minutes away. Mr. Walker will be accessible by cell phone at all times Josh Walker: 1-250-718-6628 Mr. Walker will have all student emergency contact numbers at all times in case we need to contact their relatives for any reason. If a student is injured or sick, they will be taken to the hospital by Mr. Walker where we will stay with them for the duration of their visit. We will use our phones to contact student’s parents if this happens.

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If a student goes missing, either Mr. Walker or one of the chaperones will wait at the Convention Center or wherever the student was last seen until the student is found and we will call police immediately after searching the grounds. At this time, we will also immediately call the parents to inform them of the situation. We will be sure to talk with students about expectations prior to arriving at the hotel and at the Convention Center. We will talk about safety hazards, muster stations, protocols for injury or sickness, and where to meet if someone goes missing.

Students We do not have any concerns about special group characteristics, and we have no students with limiting designations that will affect their participation. We will be sure to talk to all students’ guardians about medications, epi pens, inhalers and all other medical devices that are necessary to bring on the trip. Mr. Walker has a detailed list of which students require what medical devices and prescriptions along with proper schedules for medications. Students will need to get health insurance, passports and a guardian letter signed.

Communication We will be travelling to Vancouver and then will be taking a plane to Houston Texas on April 13th. We will provide a detailed itinerary and leave it will the clerical staff and administrators. We will also provide a copy of this plan to all parents/guardians along with our emergency contact information so that they can contact us at any time. We will provide a detailed student list and leave it at both Pen Hi and Maggie as we have students from both schools participating.

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March 2020

Recognition of Student Success


extends congratulations to the following students | groups

for these outstanding examples of success

Okanagan Valley

Concert Band

Festival

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school district no. 67 (okanagan skaha) agenda agenda - board of ed… · trustee sheppard will...

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