BANKED STAFFINGBANKED STAFFING

Wellington CES SeminarWellington CES Seminar

August 2014August 2014

WAYNE FACERWAYNE FACER

Beaconsfield SchoolBeaconsfield School

My credentialsMy credentials• NZPF exec member 2010NZPF exec member 2010

•Conservative Party board member 2012-2013Conservative Party board member 2012-2013•Principal since 1997 at 6 schoolsPrincipal since 1997 at 6 schools

•Inaugral FTP survivor 2002Inaugral FTP survivor 2002•Current SCPA exec member & past presidentCurrent SCPA exec member & past president

•Current SCPA sponsorship managerCurrent SCPA sponsorship manager•Educational consultant in Educational consultant in

appointments/banked appointments/banked staffing/depreciation/budgetingstaffing/depreciation/budgeting

•Helped 100+ schools get access to over Helped 100+ schools get access to over $20m+ in last 10 years in banked staffing$20m+ in last 10 years in banked staffing

•SCPA conference convenor, Mt CookSCPA conference convenor, Mt Cook•Trustee on South Canterbury International Trustee on South Canterbury International

FestivalFestival•Education Enterprises founderEducation Enterprises founder

IntroductionIntroduction• 17 principals in greater Canterbury retired early or 17 principals in greater Canterbury retired early or

went on stress leave in 2005/6 due to financial went on stress leave in 2005/6 due to financial pressurespressures

• The ops grant doesn’t give you enough to run a The ops grant doesn’t give you enough to run a successful schoolsuccessful school

• You must be creative and determined to get extra You must be creative and determined to get extra moneymoney

• You need more money to deliver the curriculum you You need more money to deliver the curriculum you want and needwant and need

• The more $’s you get in the more you can free up out The more $’s you get in the more you can free up out of other areas to employ more teachers etc. and buy of other areas to employ more teachers etc. and buy more resourcesmore resources

• More teachers supporting children and more teachers More teachers supporting children and more teachers employed by using banked staffing effectivelyemployed by using banked staffing effectively

Banked StaffingBanked Staffing• U3 should be able to squeeze an extra $10K+ a U3 should be able to squeeze an extra $10K+ a

year out of this systemyear out of this system• $22m was underused nationwide in any given $22m was underused nationwide in any given

yearyear• MOE now pay this back to you at <$45K rateMOE now pay this back to you at <$45K rate• MOE take it off you at $67K rate in 2014MOE take it off you at $67K rate in 2014• Bank staffing is now Bank staffing is now more more complex with recent complex with recent

MOE changes to relieving days e.g. .14 a dayMOE changes to relieving days e.g. .14 a day• Principal, bursar, EO, treasurer must be aware Principal, bursar, EO, treasurer must be aware

of how it is working at your school.of how it is working at your school.• Novopay issuesNovopay issues

In a perfect worldIn a perfect world• Staffing increments of .1 from roll of Staffing increments of .1 from roll of

114 to 126, from 5.9 to 7.1114 to 126, from 5.9 to 7.1• Rather than 6.5 from 124, 6.8 125 etc.Rather than 6.5 from 124, 6.8 125 etc.• The MOE would automatically up your The MOE would automatically up your

staffing when you hit the magic number staffing when you hit the magic number rather than wait until you applyrather than wait until you apply

• The July 1 roll return would adjust your The July 1 roll return would adjust your staffing for this current yearstaffing for this current year

• Gavin Price and I running national Gavin Price and I running national workshops in this area, under the wing workshops in this area, under the wing of NZPF etc. in regionsof NZPF etc. in regions

New Reliever rateNew Reliever rate• Relievers are now worth .14 rather Relievers are now worth .14 rather

than .07than .07

• Relievers in schools are now a more Relievers in schools are now a more precious resource at nearly $300 a popprecious resource at nearly $300 a pop

• It’s better to have CRT as fixed term It’s better to have CRT as fixed term rather than as relieving days e.g. .2 = rather than as relieving days e.g. .2 = 5 staff @ .04 = .2 x 26PP’s = 5.2 5 staff @ .04 = .2 x 26PP’s = 5.2 usage p.a.usage p.a.

• As relievers days this is 40 days a year As relievers days this is 40 days a year at .14 = 5.6 usage, .4 more, extra 3 at .14 = 5.6 usage, .4 more, extra 3 daysdays

• Fixed term gives you all NZEI Fixed term gives you all NZEI conditionsconditions

• You get more $’s in relieving budget You get more $’s in relieving budget nownow

When to charge Relievers When to charge Relievers to TS or BGto TS or BG

• Underusing then charge relievers to TSUnderusing then charge relievers to TS

• If you are overusing then charge to BGIf you are overusing then charge to BG

• Why charge all relievers to BG, and Why charge all relievers to BG, and drain your bank account when you are drain your bank account when you are building up a staffing creditbuilding up a staffing credit

• Predict ahead staffing increasesPredict ahead staffing increases

• You may do relievers to both TS & BG You may do relievers to both TS & BG at various times over year, dependingat various times over year, depending

When to charge Relievers When to charge Relievers to TS or BGto TS or BG

• Impact of cheaper teacher: 3Impact of cheaper teacher: 3rdrd year year teacher means it works out at $280 a teacher means it works out at $280 a day, saving $15 a dayday, saving $15 a day

• Relievers on BG mean a quicker drain of Relievers on BG mean a quicker drain of $’s$’s

• Relievers on TS keeps $’s in bank Relievers on TS keeps $’s in bank longerlonger

• Relievers to BG as late as possibleRelievers to BG as late as possible

• Predict ahead as to when to put Predict ahead as to when to put relievers on BG or TSrelievers on BG or TS

Factors that muddy the Factors that muddy the waterswaters

• Novopay stuff upsNovopay stuff ups

• Staff on sabbatical, study leave, Staff on sabbatical, study leave, maternity leave etc.maternity leave etc.

• Change of principals, secretary etc.Change of principals, secretary etc.

• Waiting for staff to be paidWaiting for staff to be paid

• Waiting for staffing you are due to Waiting for staffing you are due to arrive e.g. Beginning teacher arrive e.g. Beginning teacher allocation etc.allocation etc.

• Not applying for staffing you are dueNot applying for staffing you are due

• Building up a credit at xmasBuilding up a credit at xmas

Things to knowThings to know• Use the spreadsheet as a predictorUse the spreadsheet as a predictor• Use the MOE staffing predictor to predict Use the MOE staffing predictor to predict

when you can apply for more staffing when you can apply for more staffing www.fundingcalc.minedu.govt.nz/Staffing/www.fundingcalc.minedu.govt.nz/Staffing/

• Be “confident” with July 1 roll return numbersBe “confident” with July 1 roll return numbers• Always try and balance off by end of Always try and balance off by end of

adjustment periodadjustment period• Having to pay back at $67K rate is painfulHaving to pay back at $67K rate is painful• Schools got paid out underuse at $45K or Schools got paid out underuse at $45K or

less rate this year but who knows if this will less rate this year but who knows if this will continue in the current financial climate, continue in the current financial climate, especially when $8m+ has been spent on especially when $8m+ has been spent on Novopay overtimeNovopay overtime

• LWOP implicationsLWOP implications• Paying relievers, e.g. $47K $253 a day, 6 Paying relievers, e.g. $47K $253 a day, 6

days a week etcdays a week etc

Paying fixed termers Paying fixed termers additional hoursadditional hours

• Paying fixed termers as additional hours Paying fixed termers as additional hours works out cheaperworks out cheaper

• Make sure additional hours are charged to Make sure additional hours are charged to TSTS

• The teacher gets paid more and it only costs The teacher gets paid more and it only costs .07 for 5 hours additional time charged to TS .07 for 5 hours additional time charged to TS using PPTAH codeusing PPTAH code

• Can pay PPTAH and charge to TS with a Can pay PPTAH and charge to TS with a teacher who is on BG, and at another teacher who is on BG, and at another school?school?

How to contact meHow to contact me

Wayne FacerWayne Facer

57 Gleniti Road57 Gleniti Road

TimaruTimaru

027 354 6077027 354 6077

wayne@educationenterprises.co.nzwayne@educationenterprises.co.nz