HRC Principal s Report 8 March 2024 Redacted.pdf

HRC
Te Otu Mātua

Principal’s Report to the Board of Trustees
8 March 2024

HRC Principal’s Report to the Board of Trustees

Contents Page
1.
General Comment

3
2.
Strategic Report

5
3.
Ākonga Curriculum, Achievement, and Wel being

7
4.
Personnel

9
5.
Health and Safety

10
6.
Physical Restraints

12
7.
Stand Downs and Suspensions

14
8.
Financials

15
9.
Property and Grounds

16

10.
Risks

17
11.
Self-Review and Policy Review

17
12.
Current Rol

17

Attachments
•  Ākonga Rol
•  Geographical Breakdown of Residential Ākonga
•  Board Assurance Statement and Self-Audit Checklist – Amendment 2024
•  Financials
•  Statement of Variance 2023
•  Newsletter Toru 2023

Mā te huruhuru ka rere te manu
Adorn the bird with feathers so that it may soar.

2

1. General Comment
It is Week 4 of Term 1. This is a 10.5-week term.
Kaiako PD Programme
Kaiako returned at the start of the new year with a four-day professional development (PD). The programme included:
•  Team Teach: Jonathan Newport. The emphasis of Team Teach is on protecting and promoting positive relationships.
Team Teach training has been provided to over 770,000 people in the UK and Asia Pacific in a range of mainstream
and special settings. It has been developed to meet the specific needs of a wide range of disabilities as wel  as those
displaying behavioural and/or emotional difficulties. Team Teach replaces Safe Crisis Management (SCM).
•  Interoception Kel y Mahler. Interoception is vital for children with autism or intel ectual disabilities, as it enables
them to understand and manage their internal bodily sensations. This heightened awareness facilitates self-
regulation, emotional management, and improved communication. By honing interoceptive skil s, these children can
express their needs more effectively, fostering a stronger connection between their body and mind. Ultimately,
enhancing interoception contributes to improved self-care and an enhanced quality of life.
•  Assistive Technology Ngarita Wright (MoE) and Sarah Hall (HRC). Assistive technology for ākonga with disabilities
involves specialised tools or software designed to support learning for individuals with physical, sensory, cognitive,
or communication chal enges. Last year, the Ministry of Education (MoE) approved and provided tools for six HR
ākonga. While the application process can be onerous, the effort is worthwhile as the tools wil  be hugely beneficial
for supporting nga ākonga learning when they return to the mainstream.
•  Curriculum Training Melanie Crase (MoE). The MoE is three years into a six-year programme to refresh The New
Zealand Curriculum. Te Mātaiaho | The refreshed curriculum wil  support ākonga to experience success in their
learning. It wil  give practical effect to Te Tiriti o Waitangi, and wil  be inclusive, clear about the learning that
matters, and easy to use from year 0 to year 13. The refreshed curriculum content is being developed and released
in phases, and schools and kura wil  have until the beginning of 2027 to start using the ful y refreshed curriculum.
Schools and kura must use the refreshed mathematics and statistics and English learning areas from the start of
2025.
•  The programme also included refreshers in first aid training, a Te Tao Kokiri meeting (Māori caucus), team meetings
and set-up, and Microsoft Word training for our night staff team.
PD Programme Survey
A comprehensive survey was distributed to all kaiako to gather feedback on the PD programme. The overal  response was
affirmative, with kaiako expressing appreciation for the dedicated time to col aboratively plan with their teams. They
conveyed a positive sentiment, noting that the knowledge gained through the programme is perceived as valuable and is
expected to enhance their engagement with ākonga under their care.
College-wide Value and Focus
The 2024 HRC annual focus goal is to embed the use of the Three Pil ars framework by identifying how kaiako have
incorporated the pil ars of safety and connections into their practice along with examples of intentional actions to teach
ākonga skil s and strategies to increase coping.
Dr Howard Bath's three pil ars align closely with trauma-informed practice by recognising the interconnected elements
crucial for supporting individuals who have experienced trauma. The first pil ar, emphasising security and safety, is
foundational in trauma-informed care, as creating a safe environment is paramount for individuals who have undergone
3

trauma. The second pil ar, centred on connectedness, resonates with the trauma-informed approach by acknowledging
the significance of building supportive relationships to facilitate healing. Final y, the third pil ar's focus on mastery and
competence aligns with trauma-informed principles, emphasising the importance of empowering individuals to regain
control and confidence in their lives after experiencing trauma. Bath's three pil ars thus provide a valuable framework for
implementing trauma-informed practices that prioritise safety, connection, and empowerment in the healing process.
Our focus value for the year is: Be Resilient | Manawa-Roa.
Half Days
This year the MoE have specified that schools need to be open 384 half days. HRC wil  be open 384 half days.
2024 Strategic Plan and Annual Implementation Plan
Both documents have been uploaded to the MoE portal and our website.
Board Assurance Document
Please find attached an additional board assurance document that ERO are asking all schools to complete.
Volunteer Firefighting Duties
On February 14, 2024, another fire took hold of the Port Hil s in Christchurch. It garnered attention due to its significant
size. The blaze prompted a swift and robust response, with a substantial number of firefighters and emergency personnel
col aborating to bring the fire under control. The col ective efforts of numerous individuals were crucial in containing and
extinguishing the fire. HRC caretaker Jessie Jones courageously devoted his time and made a significant contribution as a
volunteer firefighter. The below photos were taken at 3.15 am.


Presentation at CAFLink
I recently attended a meeting and made a presentation at the Princess Margaret Hospital Child, Adolescent, and Family
Mental Health Service CAFLink. They are dedicated to providing comprehensive mental health support for children,
adolescents, and their families. This service addresses a wide range of mental health concerns and aims to enhance the
overal  wel being of young individuals and their families. CAF offers assessment, intervention, and therapeutic services,
tailoring its approach to meet the unique needs of each child or adolescent. We have had a positive ongoing relationship
with them for many years; however, they did want to provide an opportunity for new staff to have a better
understanding of HRC.
4

• Unfortunately, the MoE has postponed the release of details on the Common Practice Model due to the change
in government.
Collaboration between HRC and WRS
In response to the board's directive, the col aborative efforts between HRC and Westbridge Residential School (WRS) are
detailed in this section. Fol owing the previous board report, HRC has supported a request ERO made to WRS to improve
two procedures (Child Protection and EOTC) by sharing the HRC versions. Additional y, Jon Purdue conducted a SCM
refresher training session with WRS staff during that interim period. Jon and Reuben Aitoa-Ilaoa col aborated on refining
the WRS behaviour support procedure.
N4L (Network for Learning) Upgrade
A recent MoE-initiated upgrade to our switches and Wi-Fi infrastructure has faced chal enges stemming from substantial
errors made by the contractor. Efforts have been devoted to rectifying these teething troubles, with a particular focus on
mitigating the negative impact on our camera system. Unfortunately, the upgrade has led to issues, such as delayed start
times for some cameras and the loss of captured footage. To address these challenges, Jon Purdue has undertaken a
significant amount of work to improve the system's overall functionality and address the identified flaws.

6

L (16)
2 y
13.5 – 14
9 knowledge sub-steps and 1 strategy sub-step
M (10)
2 y
12 – 12.5
No change
N (9)
1 y
10 – 10.5
8 knowledge sub-steps and 2 strategy sub-steps
O (17)
No change
5 – 5.5
6 knowledge sub-steps and 2 strategy sub-steps

Technology at Hil morton High School
HRC has a MoU with the local high school, Hil morton High School, for our ākonga to attend weekly technology classes on
their site. This collaboration provides opportunities for our ākonga to show manawa-roa (building resilience),
whanaungatanga (building relationships), and to practise many of the other skil s they are developing at HRC. The
technology teacher recently provided feedback for 2023.
“I have just finished my last lesson for the year with your students. On reflection, I want to say that I have
enjoyed teaching this class both in food and hard materials technology. The students come with their own range
of skil s and abilities but have all been open to new learning throughout the year. I also want to acknowledge the
support given by the teachers and learning assistants this year. I feel that together, we have al had a worthwhile
and enjoyable time.” - Dave McKenzie, HOD Hard materials Technology, Hil morton High School.

8

8. Financials as of December 31, 2023
HRC’s bank balances on December 31, 2023, were:
Savings on cal : $28,148.26
Education Admin: $227,867.65
Term Deposit 72: $500,000.00
Term Deposit 73: $700,000.00
The figures in this report are raw and wil  be subject to change fol owing advice from our accountants and the Auditor.
Revenue (Income)
Actual YTD 5,862,994 vs Budget $5,383,274
The ledgers reflect operational funding drops, money received for government grants, and board investments. The
income was ahead of budget with rent received for the schoolhouse, payments from ACC, invoices being raised for
payment by our insurers, payment for savings made in the teacher salary grant in 2022, and interest on investments. The
school also received payments for PSA and NZEI settlements of pay equity claims.
Expenditure
Variances: Actual vs Budget
Administration: Actual YTD $523,995 vs Budget $541,310 – under budget by 3.2%
Expenditure for the year was below budget. Some expenditure ledgers were ahead of budget, such as legal, board
expenditures, and administration salaries. Some of this wil  be offset with reimbursement from Westbridge Residential
School (WRS). Ledgers underspent were administration general, photocopy leases, furniture and fittings, and computer
support.
Learning & Curriculum Resources: Actual YTD $1,114,823 vs Budget $1,067,592 - over budget by 4.42%
Expenditure is over budget, and this relates to the ledgers for professional development (PD), teacher aide wages, and
school general expenses. The expenditure reflects the emphasis on PD, embedding the new team teach training, and
updating our first aid requirements for new and existing staff. Expenditure for January PD was prepaid in December. This
expenditure wil  be journal ed into the 2024 accounts by our accountants.
Residential Programmes: Actual YTD $2,774,588 vs Budget $2,536,963 - over budget by 9.37%
This area of the budget is overspent by 9.4%, or $237,595. The salary ledgers show the greatest pressure as residential
relievers used to cover sickness and staff that have been on ACC. Another area of pressure has been our catering budget.
A new focus group has been formed to look at cost-cutting and meal improvement.
Property: Actual YTD $1,410,944 vs Budget $1,370,333 - over budget by 2.96%
Expenditure in this area of the budget is overspent for the year. The main areas of overspending are maintenance and fire
protection/alarms. Our fire systems and security alarms have had a series of expensive repairs and replacements that

15

have put significant pressure on this ledger. The lighting in classrooms and work areas was altered to LED during the year.
The extra expenditure on property maintenance reflects some price increases but also a greater emphasis on maintaining
assets to a higher standard. Several areas have been identified for cost-cutting in 2024. We have altered the way the
lawns wil be cut and brought this activity in-house. We have also gone back to the market and driven down the cost of
skip removal.
Reintegration: Actual YTD $3,482 vs Budget $28,999
This area of the budget is underspent.
Overall
Overal , the actual expenditure for the whole year was $5,967,964 and was offset against the actual income YTD of
$5,862,994. This left an overspend of -$104,971. This is significantly better than the approved overspend and predicted
budget figure of -$286,923.
As stated earlier, these figures are very raw and likely to change with the input of our auditor and accounting service.

9. Property and Grounds
Property and Grounds Report
The hot summer that Christchurch has been having is reflected in the brown grass and slow growth. Since their Christmas
break, the caretakers have been acquainting themselves with the new ride-on mower. Our grass cutting bil recently
increased to approximately $25,000, an increase of $10,000 after a long period of no increase. As such, it has proved
more economical to purchase our own mower and tend to the grass in-house.
Before akonga returned, the painting contractors were onsite, repairing and painting areas in need.
Trees and hedges have been trimmed around our boundary, and bark has been spread over many of the gardens to retain
moisture. A number of the particularly sharp flax bushes planted at the time of the rebuild had become a health and
safety hazard and, as such, have been removed.
The caretakers have also been carrying out compliance testing and organising contractors associated with our Building
Warrant of Fitness requirements.
The school has no Work Required Notices outstanding.

16

Attachments

Monthly
2023 Budget v Actual Monthly Costs
Jan 2023
Jan 2023
Feb 2023
Feb 2023
Mar 2023
Mar 2023
Apr 2023
Apr 2023
May 2023
May 2023
Jun 2023
Jun 2023
Jul 2023
Jul 2023
Aug 2023
Aug 2023
Sep 2023
Sep 2023
Oct 2023
Oct 2023
Nov 2023
Nov 2023
Dec 2023
Dec 2023
Budget v
Forecast 2023
Approved
Forecast v
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Actual
Position
2023 Budget
Budget
% Variation
Revenue
10001 Bulk Grant Operational Funding
-$36,914
-$36,536
-$36,914
-$36,536
-$36,914
-$36,536
-$36,914
35,810
-$
-$36,914
35,810
-$
-$36,914
35,810
-$
-$36,914
35,655
-$
-$36,914 -$    35,655

-$36,914
-$35,654.66
-$36,914.00
-$35,815.28
-$36,914.00
-35815.28
-$36,914.00
-$35,815.28
-$1,099
-$431,447.04
-$442,968
$11,521
-2.6%
10002 Bulk Grant Residential
-$192,000
-$192,000
-$192,000
-$192,000
-$192,000
-$192,000
-$192,000
192,000
-$
-$192,000
192,000
-$
-$192,000
192,000
-$
-$192,000
192,000
-$
-$192,000 -$ 192,000

-$192,000
-$191,999.57 -$192,000.00 -$191,999.56 -$192,000.00
-191999.56 -$191,995.00 -$191,999.56
$5
-$2,303,994.78
-$2,303,995
$0
-0.0%
10003 Phones & Postage
-$1,776
-$1,776
-$1,776
-$1,776
-$1,776
-$1,776
-$1,776
1,776
-$
-$1,776
1,776
-$
-$1,776
1,776
-$
-$1,776
1,776
-$
-$1,776 -$    1,776

-$1,776
-$1,775.65
-$1,776.00
-$1,775.65
-$1,776.00
-1775.65
-$1,772.00
-$1,775.65
$4
-$21,307.80
-$21,308
$0
-0.0%
Insurance Recovery Income
-$57,920.00
-$57,920.00
10004 BOT Expenses Grant
-$592
-$592
-$592
-$592
-$592
-$592
-$592 -$    592

-$592 -$    592

-$592 -$    592

-$592 -$    592

-$592 -$   592

-$592
-$592.03
-$592.00
-$592.03
-$592.00
-592.03
-$592.00
-$592.03
$0
-$7,104.36
-$7,104
$0
0.0%
10005 Teacher Salaries Grant
-$574,956 -$ 574,956

-$71,870
-$71,869.50
-$71,870.00
-$71,869.50
-$71,870.00
-71869.50
-$71,870.00
-$71,869.50
-$1
-$862,434.00
-$862,436
$2
-0.0%
10006 Use of Land & Buildings Grant
-$683,853 -$ 683,853

-$85,482
-$85,481.82
-$85,482.00
-$85,481.32
-$85,482.00
-85481.82
-$85,482.00
-$85,481.82
-$0
-$1,025,779.42
-$1,025,780
$1
-0.0%
10013 Principal Professional Development and Wellness Fund
-$6,000.00
$0
-$6,000.00
$0
-$6,000
0.0%
10007 Interim Grant
-$51,829
-$51,829
-$51,829
-$51,829
-$51,829
-$51,829
-$51,829
51,829
-$
-$51,829
51,829
-$
-$51,829
51,829
-$
-$51,829
51,829
-$
-$51,829 -$    51,829

-$51,829
-$51,828.70
-$51,829.00
-$51,828.70
-$51,829.00
-51828.70
-$51,825.00
-$51,828.70
$4
-$621,944.40
-$621,944
$0
0.0%
10100 MOE other income
59,952
-$
$0
-$59,952.00
$0
-$59,952
0.0%
10008 BOT Interest
$8,207
-$2,298
-$12,214
2,309
-$
1,863
-$
1,236
-$
3,256
-$
-$    2,712
-$1,771.08
-$30,369.99
-7073.95
-$1,067.75
$1,068
-$57,963.80
$0
-$57,964
0.0%
10012 Reintegration Services
-$2,843
-$2,843
-$2,843
-$2,843
-$2,843
-$2,843
-$2,843
2,843
-$
-$2,843
2,843
-$
-$2,843
2,843
-$
-$2,843
2,843
-$
-$2,843 -$    2,843

-$2,843
-$2,843.48
-$2,843.00
-$2,843.48
-$2,843.00
-2843.48
-$2,849.00
-$2,843.48
-$6
-$34,121.76
-$34,122
$0
-0.0%
10009 O.R.S.Income
-$12,904
-$12,904
-$12,904
-$12,904.00
$0
$0.00
-$51,616
$51,616
-100.0%
10010 Principals house income
-$1,000
-$1,000
-$1,000
-$1,000
-$1,000
-$1,000
-$1,000
1,000
-$
-$1,000
1,500
-$
-$1,000
1,000
-$
-$1,000
1,000
-$
-$1,000 -$    1,000

-$1,000
-$1,000.00
-$1,000.00
-$1,000.00
-$1,000.00
-1500.00
-$1,000.00
-$1,000.00
$0
-$13,000.00
-$12,000
-$1,000
8.3%
10014 Non-teach Support Funding
-$5,367
-$5,367
-$5,367
5,644
-$
5,644
-$
5,644
-$
59,719
-$
-$    59,719
-$59,718.58
-$18,932.30
-22232.25
-$18,932.30
$18,932
-$272,286.10
$0
-$272,286
0.0%
10011 Income Other
-$4,528
-$746
-$41,374
-$    107
  7,313
-$
1,091
-$
-$    555
  211
-$    -$17,772.21
-$2,965.10
-231.22
-$267.39
$267
-$77,160.37
$0
-$77,160
0.0%
Total Revenue
-$286,954
-$288,263.64
-$299,858
-$294,987.32
-$286,954
-$345,530.42
-$286,954
293,909.37
-$
-$299,858
301,168.43
-$
-$286,954
293,819.36
-$
-$286,954
409,175.72
-$
-$1,558,667 -$ 1,607,144.48

444,305.08
-$
586,227.28
-$
-$457,210.00 -$495,472.91 -$444,306.00
-473243.44 -$444,299.00 -$463,473.46
$19,174 -$ 5,852,415.83

-$5,383,273
-$469,143
8.7%
Expenditure
Administration

ACC
12010 ACC Levies
$8,777
6905
$0
$6,905.17
$8,777
-$1,872
-21.3%
Total ACC Levy
$0
$0
$0
$0
$0
$0
$0 $   -
$0 $   -
$0 $   -
$0 $   -
$0 $    -
$8,777
6905
$0.00
$0.00
$0.00
0.00
$0.00
$0
$0 $   6,905.17

$8,777
-$1,872
-21.3%
Accounting Costs
12020 Accounting Costs
$2,462
$912
$912
$912
$912
$912
$912 $    912

$912 $    912

$912 $    912

$912 $    974

$912 $   912

$912
927
$912.00
$2,463.67
$912.00
911.67
$908.00
$911.67
-$4
$12,569.54
$12,490
$80
0.6%
Total Accounting Costs
$2,462
$912
$912
$912
$912
$912
$912 $    912

$912 $    912

$912 $    912

$912 $    974

$912 $   912

$912
927
$912.00
$2,463.67
$912.00
911.67
$908.00
$912
-$4 $   12,569.54

$12,490
$80
0.6%
Audit Fees
12030 Audit Fees
$80
6,588
$
$6,785
$0
$6,587.50
$6,865
-$278
-4.0%
Total Audit Fees
$0
$0
$80
$0
$0
$0
$0 $   -
$0
6,588
$
$6,785 $   -
$0 $   -
$0 $    -
$0
0
$0.00
$0.00
$0.00
0.00
$0.00
$0
$0 $   6,587.50

$6,865
-$278
-4.0%
Board of Trustee Expenses
BOT Attendance Fees
$0
$0.00
$0
12041 BOT Travel/Reimbursement
$736
$20
$5,813
2,443
$
5,337
$
8,277
$
5,182
$
$    6,766

$10,465
2162
$1,453.45
2661.72
$19,535.00
$5,128.06
$14,407
$45,978.59
$30,000
$15,979
53.3%
Total Board of Trustee Expenses
$0
$736
$0
$20
$0
$5,813
$0
2,443
$
$0
5,337
$
$0
8,277
$
$0
5,182
$
$0 $    6,766

$10,465
2162
$0.00
$1,453.45
$0.00
2661.72
$19,535.00
$5,128
$14,407 $   45,978.59

$30,000
$15,979
53.3%
Communication Costs
12050 Telephone Tolls/Rental
$547
$513
$627
$512
$547
$556
$627 $    484

$547 $    672

$627 $    469

$547 $    558

$627 $   425

$547
532
$627.00
$469.97
$547.00
470.92
$627.00
$553.88
$73
$6,216.21
$7,044
-$828
-11.8%
12051 Internet
$0
$0.00
$0
$0
12052 Postage/Courier
$200
$450 $    358
  32
$     129
$    211
$450.00
19.13
$4.83
-$5
$754.77
$1,100
-$345
-31.4%
Total Communication Costs
$547
$513
$827
$512
$547
$556
$627 $    484

$997
1,031
$
$627 $    469

$547 $    590

$627 $   554

$547
743
$1,077.00
$469.97
$547.00
490.05
$627.00
$559
$68 $   6,970.98

$8,144
-$1,173
-14.4%
Comsumables Costs
12060 Printing & Stationery
$210
$560
$270
$300
$220
$613
$500 $    82

$700 $    951

$150 $    113

$285 $    330

$500 $   141

$265
308
$500.00
$135.36
$220.00
321.15
$150.00
$354.22
-$204
$4,206.92
$3,970
$237
6.0%
12061 Computer Support
$285
$1,155
$1,135
$417
$1,965
$396
$1,535 $    314

$1,420 $    782

$1,605
1,079
$
$1,335 $    918

$1,535 $   470

$1,285
912
$1,185.00
$783.35
$2,335.00
360.38
$835.00
$481.59
$353
$8,069.98
$16,455
-$8,385
-51.0%
Total Consumables Costs
$495
$1,714
$1,405
$717
$2,185
$1,009
$2,035 $    396

$2,120
1,733
$
$1,755
1,192
$
$1,620
1,248
$
$2,035 $   611

$1,550
1220
$1,685.00
$918.71
$2,555.00
681.53
$985.00
$836
$149 $   12,276.90

$20,425
-$8,148
-39.9%
General
12070 Medical Charges
$275
$122
$200
$755
$500
$341
$420 $    484

$1,200 $    355

$1,100 $    848

$830 $    719

$500 $   623

$1,250
599
$650.00
$312.57
$700.00
234.77
$300.00
$980.77
-$681
$6,374.24
$7,925
-$1,551
-19.6%
12042 Legal & Advisory
$640
$2,500
$2,500
$10,250
$2,500
$2,500
$2,500
1,149
$
$2,500
$2,500 $    9,030

$2,500
$2,500.00
$4,500.00
$2,500.00
750.00
$8,500.00
-$8,500
$34,819.13
$25,000
$9,819
39.3%
12071 Management Travel
$600
$3
$156
$100
$600
$600
$100.00
18.70
$105.89
-$106
$284.35
$2,000
-$1,716
-85.8%
12072 Admin General
$3,602
$150
$1,028
$5,500
$1,477
$450 $    622

$1,300 $    909

$11,300
1,017
$
$1,500 $    682

$5,750 $   781

$800
611
$9,750.00
$649.76
$600.00
723.78
$5,250.00
$1,672.70
$3,577
$13,774.32
$42,350
-$28,576
-67.5%
12073 Management Allowance
$1,908
$1,908
$188
$1,908
$3,325
$1,908
1,474
$
$1,908
2,635
$
$1,908
1,757
$
$1,908
1,757
$
$1,908 $    1,757

$1,908
1911
$1,908.00
$2,797.08
$1,908.00
1864.72
$1,908.00
$1,864.72
$43
$21,329.35
$22,896
-$1,567
-6.8%
Total General
$2,183
$4,364
$5,358
$1,975
$10,408
$15,549
$5,278
2,580
$
$7,008
3,899
$
$16,808
4,771
$
$7,338
3,158
$
$10,658 $ 12,190

$7,058
3121
$14,808.00
$8,259.41
$5,808.00
3591.97
$7,458.00
$13,124
-$5,666 $   76,581.39

$100,171.00
-$23,590
-23.5%
Operational Leases
12080 Photocopy Leases
$700
$1,168
$990
$880
$900
$1,031
$450 $    951

$1,300
1,231
$
$750 $    440

$450 $    971

$1,100 $    1,538

$730
714
$850.00
$1,590.09
$1,100.00
439.76
$750.00
$1,047.98
-$298
$12,001.67
$10,070
$1,932
19.2%
Total Operational Leases
$700
$1,168
$990
$880
$900
$1,031
$450 $    951

$1,300
1,231
$
$750 $    440

$450 $    971

$1,100 $    1,538

$730
714
$850.00
$1,590.09
$1,100.00
439.76
$750.00
$1,048
-$298 $   12,001.67

$10,070
$1,932
19.2%
Personnel
12090 General Services Admin Salaries
$22,576
$18,047
$22,576
$20,395
$22,576
$20,865
$22,576
25,296
$
$22,576
53,728
$
$33,864
22,887
$
$22,576
23,072
$
$22,576 $ 22,936

$22,576
23310
$22,576.00
$33,401.77
$22,576.00
23403.05
$33,861.00
$28,076.55
$5,784
$315,417.98
$293,485
$21,933
7.5%
12095 Prov Retirement Leave
$763
$763
$763
$763
$763
$763
$763 $    763

$763 $    763

$763 $    763

$763 $    763

$763 $   763

$763
763
$763.00
$763.34
$763.00
763.34
$763.00
$763.34
-$0
$9,160.08
$9,159
$1
0.0%
12091 Recruitment
$342
$342
$342
$342
$342
$342.00
$0
$0.00
$2,052
-$2,052
-100.0%
12091 Professional Reading Books
-$186
$500
$500
$   206

$500.00
$85.57
$0
$105.53
$1,500
-$1,394
-93.0%
Total Personnel
$23,681
$18,624
$23,339
$21,159
$24,181
$21,628
$23,339
26,060
$
$23,681
54,491
$
$34,627
23,651
$
$24,181
23,835
$
$23,339 $ 23,905

$23,681
24074
$23,839.00
$34,250.68
$23,681.00
24166.39
$34,624.00
$28,840
$5,784 $   324,683.59

$306,195.97
$18,488
6.0%
Risk Management
12100 Insurances
$75
$75
$375
$75
$75.00
$0
$0.00
$675
-$675
-100.0%
Total Risk Management
$75
$0
$0
$0
$0
$0
$75 $   -
$0 $   -
$375 $   -
$75 $   -
$0 $    -
$0
0
$75.00
$0.00
$0.00
0.00
$0.00
$0
$0 $    - $675
-$675
-100.0%
Small Asset Purchases
12200 Miscellaneous Equipment
$100
$399
$3,129
$2,000
$2,000
$2,000 $    1,947

$1,400
2398
$2,000.00
$500.00
$0
$7,872.95
$10,000
-$2,127
-21.3%
12201 Computer Equipment
$3,200
$1,575
$8,859
$2,000
1,363
$
$    643

$2,000 $    288
  2,855
$
$1,300 -$    5,986
565
$1,500.00
$2,000.00
105.05
$500.00
-$31.43
$531
$10,235.81
$12,500
-$2,264
-18.1%
12202 Furniture and Fittings
$5,000
-$908
$5,000
4,058
$
-$    3,764
497
$5,000.00
$0
-$117.29
$15,000
-$15,117
-100.8%
Total Small Asset Purchases
$0
$0
$8,300
$1,066
$0
$11,988
$4,000
1,363
$
$0 $    643

$9,000 $    288

$0
6,913
$
$3,300 -$    7,803

$1,400
3460
$8,500.00
$0.00
$2,500.00
105.05
$500.00
-$31
$531 $   17,991.47

$37,500
-$19,509
-52.0%
Total Administration
$30,143
$28,031
$41,211
$27,239
$39,133
$58,486
$36,716
35,188
$
$36,018
75,865
$
$71,639
39,999
$
$35,123
42,871
$
$41,971 $ 38,673

$55,120
43326
$51,746.00
$49,405.98
$37,103.00
33048.14
$65,387.00
$50,415
$14,972 $   522,546.80

$541,313
-$18,766
-3.5%

Monthly
2023 Budget v Actual Monthly Costs
Jan 2023
Jan 2023
Feb 2023
Feb 2023
Mar 2023
Mar 2023
Apr 2023
Apr 2023
May 2023
May 2023
Jun 2023
Jun 2023
Jul 2023
Jul 2023
Aug 2023
Aug 2023
Sep 2023
Sep 2023
Oct 2023
Oct 2023
Nov 2023
Nov 2023
Dec 2023
Dec 2023
Budget v
Forecast 2023
Approved
Forecast v
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Actual
Position
2023 Budget
Budget
% Variation
Learning Resources
Learning and Curriculum
Personnel
13001 Teacher Aides
$9,319
$1,488
$9,319
$10,242
$9,319
$13,176
$9,319
11,599
$
$9,319
15,708
$
$13,979
10,758
$
$9,319
6,195
$
$9,319 $ 12,523

$9,319
12693
$9,319.00
$12,294.10
$9,319.00
12501.81
$13,980.00
$25,231.91
-$11,252
$144,408.47
$121,149
$23,259
19.2%
13015 Teacher Salaries
$574,956 $ 574,956

$71,870
71870
$71,869.50
$71,869.50
$71,869.50
71869.50
$71,869.50
$71,869.50
$0
$862,434.00
$862,434
$0
0.0%
13005 Specialist Therapists - SLT, OT
$    130

$0
$130.43
$0
$130
0.0%
13006 Psychologist
$525
$675
$161
$900
$1,261
$450 $    161

$900
1,743
$
$900
1,928
$
$450
$900 $    1,033

$900
1384
$675.00
$241.31
$900.00
563.05
$675.00
$402.18
$273
$9,403.00
$8,325
$1,078
12.9%
Total Personnel
$9,319
$2,013
$9,994
$10,403
$10,219
$14,436
$9,769
11,760
$
$10,219
17,451
$
$14,879
12,816
$
$9,769
6,195
$
$585,175 $ 588,512

$82,089
85947
$81,863.50
$84,404.91
$82,088.50
84934.36
$86,524.50
$97,504
-$10,979
1,016,375.90
$
$991,908
$24,468
32.1%
Professional Development
13010 Professional Development
$3,034
$6,500
$5,947
$2,000
$3,460
$1,000
1,877
$
$5,800
3,459
$
$950
1,818
$
$6,500
2,262
$
$1,250 $    6,129

$1,500
187
$1,500.00
$1,276.78
$2,400.00
10192.77
$500.00
$1,565.22
-$1,065
$41,208.43
$29,900
$11,308
37.8%
13003 Principal Professional Development and Wellness Fund
1830
1290.43
$0
$3,120.46
$3,120
0.0%
13011 Staff Supervision / EAP
$675
$3,455
$757
$1,480
$2,072
$1,030 $    582

$1,480
1,593
$
$1,480
2,124
$
$1,030 $    568

$1,480 $    2,800

$1,480
2091
$1,255.00
$836.96
$1,480.00
1956.54
$1,255.00
$1,422.17
-$167
$17,477.46
$16,905
$572
3.4%
Total Professional Development
$0
$3,709
$9,955
$6,704
$3,480
$5,532
$2,030
2,458
$
$7,280
5,053
$
$2,430
3,942
$
$7,530
2,830
$
$2,730 $    8,929

$2,980
4108
$2,755.00
$2,113.74
$3,880.00
13439.74
$1,755.00
$2,987
-$1,232 $   61,806.35

$46,805
$15,001
32.1%
General Expenses
13020 Stationery School
$200
$230
$386
$150
$213
$250
$220 $    359

$650 $    350

$380 $    530

$350 $   460

$430
$280.00
$349.81
$330.00
14.63
$200.00
$122.73
$77
$2,786.23
$3,670
-$884
-24.1%
13021 Laptop Lease Costs
$177
$236
$400
$663
$750
$177 $    59

$663 $    750

$177 $    59

$663
750
$177.00
$58.89
$663.00
$750.14
-$87
$3,813.27
$3,360
$453
13.5%
Total General Expenses
$377
$236
$230
$786
$813
$963
$427 $    59

$220 $    359

$1,313
1,101
$
$557 $    589

$350 $   460

$1,093
750
$457.00
$408.70
$330.00
14.63
$863.00
$873
-$10 $   6,599.50

$7,030
-$431
-6.1%
Curriculum
13030 Outdoor Classroom
$250
$100
$200
$250
$100
$200
$150
$250
$250.00
$100.00
$300.00
$300
$0.00
$2,150
-$2,150
-100.0%
13031 Kawatea
$975
$0
$975.00
$0
$975
0.0%
13032 KiwiSport
$250
$250
$250 $    39

$250
40
$250.00
$0
$78.50
$1,250
-$1,172
-93.7%
13033 General Expenses School
$250
$31
$600
$1,341
$1,327
$4,343
$650
1,921
$
$625
6,112
$
$700
3,471
$
$720
2,242
$
$2,000 $    4,223

$3,600
2759
$1,100.00
$1,273.55
$1,640.00
1603.51
$1,136.00
$2,438.19
-$1,302
$31,758.24
$14,348
$17,410
121.3%
13034 Star Courses
$600
$    485

$600
$600
$600
$200.00
$502.39
-$502
$987.39
$2,600
-$1,613
-62.0%
13035 Library
$206
$500
$90
$500
71
$500.00
$0
$367.25
$1,500
-$1,133
-75.5%
Total Curriculum
$250
$1,006
$1,100
$1,546
$2,527
$4,433
$1,100
2,406
$
$1,475
6,112
$
$1,550
3,509
$
$1,520
2,242
$
$2,400 $    4,223

$4,450
2870
$1,600.00
$1,273.55
$2,440.00
1603.51
$1,436.00
$2,941
-$1,505 $   34,166.38

$21,848
$12,318
56.4%
Total Learning Resources
$9,946
$6,964
$21,279
$19,440
$17,039
$25,365
$13,326
16,683
$
$19,194
28,975
$
$20,172
21,368
$
$19,376
11,855
$
$590,655 $ 602,124

$90,612
93676
$86,675.50
$88,200.90
$88,738.50
99992.24
$90,578.50
$104,304
-$13,726
1,118,948.13
$
$1,067,591
$51,357
4.8%
Residential Programmes
Ancillary
13040 House Requisites
$100
$166
$160
$1,035
$210
$478
$200 $    288

$250
1,114
$
$250 $    462

$100 $    312

$150 $   70

$174
436
$106.00
$268.82
$150.00
195.65
$150.00
$50.44
$100
$4,874.99
$2,000
$2,875
143.7%
13041 Catering
$1,815
$418
$10,164
$11,639
$11,253
$11,854
$4,719
4,946
$
$11,253
14,318
$
$10,890
14,706
$
$4,719
6,660
$
$11,253 $ 12,041

$10,164
14771
$5,808.00
$7,801.21
$10,890.00
13230.24
$6,534.00
$8,215.79
-$1,682
$120,601.30
$99,462
$21,139
21.3%
Total Ancillary
$1,915
$584
$10,324
$12,674
$11,463
$12,331
$4,919
5,234
$
$11,503
15,432
$
$11,140
15,168
$
$4,819
6,973
$
$11,403 $ 12,111

$10,338
15207
$5,914.00
$8,070.03
$11,040.00
13425.89
$6,684.00
$8,266
-$1,582 $   125,476.29

$101,462
$24,014
23.7%
Vehicles
13050 Op Expns Motor Vehicles
$400
$720
$820
$249
$1,100
$1,215
$780 $    828

$1,020 $    608

$571 $    780

$515 $    840

$995 $   606

$510
1082
$1,100.00
$1,214.64
$800.00
815.25
$600.00
$2,233.54
-$1,634
$11,190.85
$9,211
$1,980
21.5%
13051 Maintenance Motor Vehicles
$180
$40
$410
$710
$3,048
$150
$400 $    401

$270 $    99

$677
$517 $    1,061

$1,677
1577
$300.00
$1,177.00
62.61
$33.04
-$33
$6,322.59
$6,468
-$145
-2.2%
12101 Insurance/Accident costs
$8,000
$435
$500
$434.78
$500.00
$7,531.66
-$7,532
$8,401.22
$9,000
-$599
-6.7%
Total Vehicles
$580
$761
$9,230
$683
$1,810
$4,263
$930 $    828

$1,420
1,009
$
$1,341 $    880

$1,192 $    840

$1,512 $    1,666

$2,187
2660
$1,400.00
$1,649.42
$2,477.00
877.86
$600.00
$9,798
-$9,198 $   25,914.66

$24,679
$1,236
5.0%
Residential Costs
13060 Owaka H1 BMP Spending
$45
$50
$180
$109
$180
$196
$135 $    60

$180 $    309

$180 $    207

$135 $    102

$180 $   153

$180
165
$135.00
$109.50
$180.00
261.00
$90.00
$51.00
$39
$1,772.26
$1,800
-$28
-1.5%
13062 Owaka H1 Recreation Pupils
$60
$5
$240
$69
$240
$89
$180 $    40

$240 $    149

$240 $    187

$180 $    130

$240 $   291

$240
248
$180.00
$91.47
$240.00
280.69
$120.00
$41.04
$79
$1,621.56
$2,400
-$778
-32.4%
13063 Makonui H2 BMP Spending
$105
$100
$420
$198
$420
$388
$315 $    56

$420 $    549

$420 $    209

$315 $    150

$420 $   288

$420
284
$315.00
$181.50
$420.00
429.20
$210.00
$260.41
-$50
$3,092.10
$4,200
-$1,108
-26.4%
13065 Makonui H2 Recreation Pupils
$140
$23
$560
$155
$560
$256
$420 $    270

$560 $    239

$560 $    378

$420 $    268

$560 $   230

$560
451
$420.00
$127.25
$560.00
667.62
$280.00
$165.52
$114
$3,229.90
$5,600
-$2,370
-42.3%
13066 Huritini H3 BMP Spending
$105
$100
$420
$188
$420
$179
$315 $    20

$420 $    261

$420 $    90

$315 $    92

$420 $   47

$420
74
$315.00
$39.00
$420.00
132.22
$210.00
$52.50
$158
$1,275.02
$4,200
-$2,925
-69.6%
13068 Huritini H3 Recreation Pupils
$140
$23
$560
$232
$560
$123
$420 $    104

$560 $    266

$560 $    373

$420 $    138

$560 $   215

$560
96
$420.00
$117.82
$560.00
477.62
$280.00
$244.48
$36
$2,408.35
$5,600
-$3,192
-57.0%
13066 Tauawa H4 BMP Spending
$105
$100
$420
$48
$420
$14
$315 $    4

$420 $    44

$420 $    73

$315 $    7

$420 $   52

$420
80
$315.00
$35.00
$420.00
86.00
$210.00
$34.00
$176
$577.00
$4,200
-$3,623
-86.3%
13068 Tauawa H4 Recreation Pupils
$140
$17
$560
$476
$560
$175
$420 $    209

$560 $    252

$560 $    229

$420 $    211

$560 $   385

$560
327
$420.00
$327.09
$560.00
506.05
$280.00
$183.62
$96
$3,296.54
$5,600
-$2,303
-41.1%
13067 Student Expenses
$200
$39
$1,450
$579
$750
$4,472
$550
1,039
$
$750
1,145
$
$500
1,372
$
$500 $    601

$1,250 $    2,460

$1,250
735
$750.00
$805.50
$1,250.00
2328.18
$500.00
$199.48
$301
$15,776.28
$9,700
$6,076
62.6%
13070 Student Travel
$8,500
$744
$1,040
$853
$6,300
$1,402
$9,340
11,581
$
1,656
$
$6,940
5,579
$
$6,867
4,854
$
$1,040 $    1,622

$7,100
12094
$10,140.00
$2,868.87
5088.78
$7,540.00
$13,053.70
-$5,514
$61,396.73
$64,807
-$3,410
-5.3%
13071 Residential Wages and Salary
$157,677
$147,560
$157,677
$151,846
$157,677
$149,509
$157,677
154,869
$
$157,677
303,504
$
$236,515
173,753
$
$157,677
173,249
$
$157,677 $ 175,535

$157,677
170872
$157,677.00
$257,834.73
$157,677.00
164822.21
$236,515.00
$170,667.64
$65,847
$2,194,023.89
$2,049,800
$144,224
7.0%
13072 Travel Assistance
$228
$78
$228
$219
$228 $    171

$228 $    205

$228 $    197

$228 $    93

$228 $   163

$228
201
$228.00
$192.81
$228.00
199.56
$228.00
$225.60
$2
$1,944.87
$2,508
-$563
-22.5%
13002 Board Funded HDA
$1,615
$767
$1,615
$1,525
$1,615
$1,920
$1,615
1,784
$
$1,615
1,918
$
$1,615
1,208
$
$1,615
1,208
$
$1,615 $    1,208

$1,615
1118
$1,615.00
$1,812.33
$1,615.00
1209.42
$1,615.00
$1,208.22
$407
$16,885.81
$19,380
-$2,494
-12.9%
13004 Nurse Contract
$100
$360
$1,085
$1,085
$1,080
$543
1,350
$
$1,085 $    540

$1,085
1,350
$
$543
1,080
$
$1,085 $   540

$1,085
1350
$543.00
$810.00
$1,085.00
1080.00
$543.00
$1,350.00
-$807
$10,890.00
$9,867
$1,023
10.4%
13074 Student Co-ordinator, Cook, Laundry
$13,394
$12,445
$13,394
$13,152
$13,394
$13,330
$13,394
13,057
$
$13,394
25,276
$
$20,090
14,229
$
$13,394
13,650
$
$13,394 $ 14,229

$13,394
14255
$13,394.00
$20,295.84
$13,394.00
14428.64
$20,090.00
$14,733.11
$5,357
$183,081.20
$174,120
$8,961
5.1%
13073 Residential Relievers
$3,920
$3,665
$3,920
$14,901
$3,920
22,128
$
$3,920
5,714
$
$5,880
5,925
$
$3,920
5,737
$
$3,920 $ 10,001

$3,920
9597
$3,920.00
$5,376.64
$3,920.00
17838.96
$5,880.00
$21,012.99
-$15,133
$121,895.54
$47,040
$74,856
159.1%
Total Residential Costs
$182,326
$163,678
$183,769
$173,172
$188,329
$188,253
$189,787
206,743
$
$182,029
342,028
$
$276,213
205,359
$
$187,264
201,570
$
$183,569 $ 207,418

$189,629
211946
$190,787.00
$291,025.35
$182,529.00
209836.15
$274,591.00
$223,483
$51,108
2,623,167.05
$
$2,410,822
$212,345
8.8%
Total Residential Programmes
$184,821
$163,678
$203,323
$186,529
$201,602
$204,847
$195,636
212,805
$
$194,952
358,469
$
$288,694
221,407
$
$193,275
209,382
$
$196,484 $ 221,196

$202,154
229812
$198,101.00
$300,744.80
$196,046.00
224139.90
$281,875.00
$241,548
$40,327
2,774,558.00
$
$2,536,963
$451,176
17.8%

Budget Variance
Halswel Residential Col ege
For the month ended 31 December 2023
Dec 2023
2023 Overall
Account
Dec 2023 Overall Budget Variance Variance %
2023
Budget
Variance Variance %
Income
BOT Expenses Grant
592.03
592.00
0.03
0.01%
7,104.36
7,104.00
0.36
0.01%
Income Other
267.39
0.00
267.39
0.00%
77,160.37
0.00
77,160.37
0.00%
Insurance Recovery Income
0.00
0.00
0.00
0.00%
57,920.00
0.00
57,920.00
0.00%
Interest Income
9,289.80
0.00
9,289.80
0.00%
66,185.85
0.00
66,185.85
0.00%
MOE Bulk Grant Operational Funding
35,815.28
36,914.00
(1,098.72)
-2.98%
431,447.04
442,968.00 (11,520.96)
-2.60%
MOE Bulk Grant Residential
191,999.56
191,995.00
4.56
0.00% 2,303,994.78
2,303,995.00
(0.22)
0.00%
MOE Interim Grant
51,828.70
51,825.00
3.70
0.01%
621,944.40
621,944.00
0.40
0.00%
MOE O.R.S.Income
0.00
0.00
0.00
0.00%
0.00
51,616.00 (51,616.00)
-100.00%
MOE other Income
2,355.84
0.00
2,355.84
0.00%
62,307.84
0.00
62,307.84
0.00%
MOE Teacher Salaries Grant
71,869.50
71,870.00
(0.50)
0.00%
862,434.00
862,436.00
(2.00)
0.00%
MOE Use of Land & Buildings Grant
85,481.82
85,482.00
(0.18)
0.00% 1,025,779.42
1,025,781.00
(1.58)
0.00%
Non-teach support funding
18,932.30
0.00
18,932.30
0.00%
272,286.10
0.00 272,286.10
0.00%
Phones & Postage
1,775.65
1,772.00
3.65
0.21%
21,307.80
21,308.00
(0.20)
0.00%
Principal PD & Wellness Funding
0.00
0.00
0.00
0.00%
6,000.00
0.00
6,000.00
0.00%
Principals house income
1,000.00
1,000.00
0.00
0.00%
13,000.00
12,000.00
1,000.00
8.33%
Reintegration Services - MOE
2,843.48
2,849.00
(5.52)
-0.19%
34,121.76
34,122.00
(0.24)
0.00%
Total Income
474,051.35
444,299.00
29,752.35
6.70% 5,862,993.72
5,383,274.00 479,719.72
8.91%
Operating Expenses
Administration
ACC Levies
0.00
0.00
0.00
0.00%
6,905.17
8,777.00
(1,871.83)
-21.33%
Accounting Costs
(640.33)
908.00
(1,548.33)
-170.52%
11,017.54
12,490.00
(1,472.46)
-11.79%
Audit Fees
0.00
0.00
0.00
0.00%
12,983.50
6,865.00
6,118.50
89.13%
BOT Travel/Reimbursement
5,128.06
19,535.00 (14,406.94)
-73.75%
45,978.59
30,000.00
15,978.59
53.26%
Telephone Tolls/Rental
553.88
627.00
(73.12)
-11.66%
6,216.21
7,044.00
(827.79)
-11.75%
Postage/Courier
4.83
0.00
4.83
0.00%
754.77
1,100.00
(345.23)
-31.38%
Printing & Stationery
354.22
150.00
204.22
136.15%
4,206.92
3,970.00
236.92
5.97%
Computer Support
481.59
835.00
(353.41)
-42.32%
8,069.98
16,455.00
(8,385.02)
-50.96%
Medical Charges
980.77
300.00
680.77
226.92%
6,374.24
7,925.00
(1,550.76)
-19.57%
Legal & Advisory
8,500.00
0.00
8,500.00
0.00%
34,819.13
25,000.00
9,819.13
39.28%
Management Travel
105.89
0.00
105.89
0.00%
284.35
2,000.00
(1,715.65)
-85.78%
Admin General
3,194.44
5,250.00
(2,055.56)
-39.15%
15,296.06
42,350.00 (27,053.94)
-63.88%
Management Al owance - Concurrence
1,864.72
1,908.00
(43.28)
-2.27%
21,329.35
22,896.00
(1,566.65)
-6.84%
Photocopy Leases
(4,229.14)
750.00
(4,979.14)
-663.89%
6,724.55
10,070.00
(3,345.45)
-33.22%
Admin Salaries
28,076.55
33,861.00
(5,784.45)
-17.08%
315,417.98
293,485.00
21,932.98
7.47%
Prov Retirement Leave
763.34
763.00
0.34
0.04%
9,160.08
9,156.00
4.08
0.04%
Recruitment
0.00
0.00
0.00
0.00%
0.00
2,052.00
(2,052.00)
-100.00%
Professional Reading Books
0.00
0.00
0.00
0.00%
105.53
1,500.00
(1,394.47)
-92.96%
Insurances
0.00
0.00
0.00
0.00%
0.00
675.00
(675.00)
-100.00%
Miscellaneous Equipment (Minor value)
0.00
0.00
0.00
0.00%
7,872.95
10,000.00
(2,127.05)
-21.27%
Computer Equipment (Minor value)
328.57
500.00
(171.43)
-34.29%
10,595.81
12,500.00
(1,904.19)
-15.23%
Furniture and Fittings (Minor value)
0.00
0.00
0.00
0.00%
(117.29)
15,000.00 (15,117.29)
-100.78%
Total Administration
45,467.39
65,387.00 (19,919.61)
-30.46%
523,995.42
541,310.00 (17,314.58)
-3.20%
Learning Resources
Teacher Aides Wages
25,231.91
13,979.00
11,252.91
80.50%
144,408.47
121,148.00
23,260.47
19.20%
MOE Tch Sals Exp
71,869.50
71,870.00
(0.50)
0.00%
862,434.00
862,436.00
(2.00)
0.00%
Specialist Therapists - SLT - OT
0.00
0.00
0.00
0.00%
130.43
0.00
130.43
0.00%
Psychologist
402.18
675.00
(272.82)
-40.42%
9,403.00
8,325.00
1,078.00
12.95%
Professional Development
1,565.22
500.00
1,065.22
213.04%
40,897.05
29,900.00
10,997.05
36.78%
Principal PD & Wellness Fund - MOE
0.00
0.00
0.00
0.00%
3,120.46
0.00
3,120.46
0.00%
Staff Supervision / EAP
1,422.17
1,255.00
167.17
13.32%
17,477.46
16,905.00
572.46
3.39%
Stationery School
122.73
200.00
(77.27)
-38.64%
2,786.23
3,670.00
(883.77)
-24.08%
Laptop Lease Costs
(3,063.13)
663.00
(3,726.13)
-562.01%
0.00
3,360.00
(3,360.00)
-100.00%
Outdoor Classroom
0.00
300.00
(300.00)
-100.00%
0.00
2,150.00
(2,150.00)
-100.00%
Kawatea Programme
0.00
0.00
0.00
0.00%
975.00
0.00
975.00
0.00%
KiwiSport
0.00
0.00
0.00
0.00%
78.50
1,250.00
(1,171.50)
-93.72%
General Expenses School
2,438.19
1,136.00
1,302.19
114.63%
31,758.24
14,348.00
17,410.24
121.34%
Star Courses
502.39
0.00
502.39
0.00%
987.39
2,600.00
(1,612.61)
-62.02%
Library
0.00
0.00
0.00
0.00%
367.25
1,500.00
(1,132.75)
-75.52%
Total Learning Resources
100,491.16
90,578.00
9,913.16
10.94% 1,114,823.48
1,067,592.00
47,231.48
4.42%
Residential Programmes
House Requisites
50.44
150.00
(99.56)
-66.37%
4,874.99
2,000.00
2,874.99
143.75%
Catering
8,215.79
6,534.00
1,681.79
25.74%
120,601.30
99,462.00
21,139.30
21.25%
Op Expns Motor Vehicles
2,233.54
600.00
1,633.54
272.26%
11,190.85
9,211.00
1,979.85
21.49%
Maintenance Motor Vehicles
33.04
0.00
33.04
0.00%
6,322.59
6,468.00
(145.41)
-2.25%
Insurance Vehicles
7,531.66
0.00
7,531.66
0.00%
8,401.22
9,000.00
(598.78)
-6.65%
Owaka H1 BMP Spending
51.00
90.00
(39.00)
-43.33%
1,772.26
1,800.00
(27.74)
-1.54%
Owaka H1 Recreation Pupils
41.04
120.00
(78.96)
-65.80%
1,621.56
2,400.00
(778.44)
-32.44%
Makonui H2 BMP Spending
260.41
210.00
50.41
24.00%
3,092.10
4,200.00
(1,107.90)
-26.38%
Makonui H2 Recreation Pupils
165.52
280.00
(114.48)
-40.89%
3,229.90
5,600.00
(2,370.10)
-42.32%
Huritini - BMP Spending
52.50
210.00
(157.50)
-75.00%
1,275.02
4,200.00
(2,924.98)
-69.64%
Huritini - Recreation Pupils
244.48
280.00
(35.52)
-12.69%
2,408.35
5,600.00
(3,191.65)
-56.99%
Tauawa BMP Spending
34.00
210.00
(176.00)
-83.81%
577.00
4,200.00
(3,623.00)
-86.26%
Tauawa Recreation Pupils
183.62
280.00
(96.38)
-34.42%
3,296.54
5,600.00
(2,303.46)
-41.13%
Pupil Expenses
199.48
500.00
(300.52)
-60.10%
15,776.28
9,700.00
6,076.28
62.64%
Student Travel
13,053.70
7,540.00
5,513.70
73.13%
61,396.73
64,807.00
(3,410.27)
-5.26%
Residential Staff Wages and Salary
170,667.64
236,515.00 (65,847.36)
-27.84% 2,194,023.89
2,049,800.00 144,223.89
7.04%
Travel Assistance
225.60
228.00
(2.40)
-1.05%
1,944.87
2,508.00
(563.13)
-22.45%
Board Funded HDA Wages
1,208.22
1,615.00
(406.78)
-25.19%
16,885.81
19,380.00
(2,494.19)
-12.87%
Nurse Contract
1,350.00
543.00
807.00
148.62%
10,890.00
9,867.00
1,023.00
10.37%
Student Co-ord, Cook, Laundry
14,733.11
20,090.00
(5,356.89)
-26.66%
183,081.20
174,120.00
8,961.20
5.15%
Residential Relievers Salary
21,012.99
5,880.00
15,132.99
257.36%
121,895.54
47,040.00
74,855.54
159.13%
Total Residential Programmes
241,547.78
281,875.00 (40,327.22)
-14.31% 2,774,558.00
2,536,963.00 237,595.00
9.37%

Property
MOE Use of Land and Buildings Expense
85,481.82
85,482.00
(0.18)
0.00% 1,025,779.42
1,025,781.00
(1.58)
0.00%
Grounds
420.00
550.00
(130.00)
-23.64%
5,251.49
10,000.00
(4,748.51)
-47.49%
Lawns
2,769.93
1,850.00
919.93
49.73%
26,993.36
22,200.00
4,793.36
21.59%
Maintenance General
4,608.17
4,243.00
365.17
8.61%
70,789.36
45,166.00
25,623.36
56.73%
Vandalism
0.00
500.00
(500.00)
-100.00%
5,272.38
3,000.00
2,272.38
75.75%
Rates
0.00
0.00
0.00
0.00%
27,412.00
27,252.00
160.00
0.59%
Energy
6,145.24
5,800.00
345.24
5.95%
97,011.02
102,200.00
(5,188.98)
-5.08%
Property Personnel
8,197.31
12,053.00
(3,855.69)
-31.99%
111,270.59
104,466.00
6,804.59
6.51%
School House Expenses
2,368.22
0.00
2,368.22
0.00%
2,647.59
4,100.00
(1,452.41)
-35.42%
Fire Protection/Alarms
1,772.57
454.00
1,318.57
290.43%
25,855.23
15,148.00
10,707.23
70.68%
Cleaning
112.12
450.00
(337.88)
-75.08%
10,553.23
8,520.00
2,033.23
23.86%
Health & Safety Equipment
0.00
500.00
(500.00)
-100.00%
2,108.37
2,500.00
(391.63)
-15.67%
Occupancy costs
111,875.38
111,882.00
(6.62)
-0.01% 1,410,944.04
1,370,333.00
40,611.04
2.96%
Cyclical Maintenance & Depreciation
Adj Cyclical Mtce Provn
(7,896.00)
0.00
(7,896.00)
0.00%
(7,896.00)
0.00
(7,896.00)
0.00%
Depreciation Expense
10,000.00
10,000.00
0.00
0.00%
100,000.00
100,000.00
0.00
0.00%
Provision for Painting
27,323.00
5,000.00
22,323.00
446.46%
47,323.00
25,000.00
22,323.00
89.29%
Interest Expense
734.75
0.00
734.75
0.00%
734.75
0.00
734.75
0.00%
Total Cyclical Maintenance & Depreciation
30,161.75
15,000.00
15,161.75
0.00%
140,161.75
125,000.00
15,161.75
0.00%
Reintegration Services
Transition Communication
0.00
230.00
(230.00)
-100.00%
0.00
1,360.00
(1,360.00)
-100.00%
Transition Family Costs
0.00
0.00
0.00
0.00%
0.00
3,500.00
(3,500.00)
-100.00%
Transition reintegration costs
31.48
750.00
(718.52)
-95.80%
3,481.59
8,250.00
(4,768.41)
-57.80%
Transition Travel
0.00
1,010.00
(1,010.00)
-100.00%
0.00
15,889.00 (15,889.00)
-100.00%
Total Reintegration Services
31.48
1,990.00 (1,958.52)
-98.42%
3,481.59
28,999.00 (25,517.41)
-87.99%
Total Operating Expenses
529,574.94
566,712.00 (37,137.06)
-6.55% 5,967,964.28
5,670,197.00 297,767.28
5.25%
Net Profit
(55,523.59)
(122,413.00)
66,889.41
54.64% (104,970.56)
(286,923.00) 181,952.44
63.42%

Student Achievement Targets Evaluation 2023
Halswell Residential College (522)

In 2023, our student achievement targets were:

1  IEP Target: Our students wil  achieve 80% of their short-term goals in their IEPs.

2  ABAS Target: Our students wil  improve by at least one year in the skil  areas of home living and community use.

3  Literacy Target: Our students wil  achieve at least 75% of their IEP literacy goals.

4  Numeracy Target: Our students wil  achieve at least 3 numeracy outcomes.

5  Māori and Pasifika Target: Māori and Pasifika students wil  achieve gains in literacy and numeracy that are at least equal to those made by their non-
Māori and non-Pasifika peers.

6  Residential Target: Students wil  achieve no less than 6 residential goals.

* Note:  The smal  sample sizes compromise meaningful data analysis. Uncontrol ed variables include tenure length, attendance, differing processing abilities
and diverse emotional behavioural presentations. This diversity does not ‘average out’ when the sample is smal . Sample sizes vary across targets due to
variations in assessment schedules.

1

Focus:  Student Achievement
Strategic Aim:  Increase achievement of IEP goals.
Annual Target:  Our students wil  achieve 80% of their short-term goals in their IEPs.
Baseline data:  In 2022 our students achieved an average of 85% of their short-term goals in their IEPs. n=17.
Reasons for the variance (why did it
Actions (what did we do?)
Outcomes (what happened?)
Evaluation (where to next?)
happen?)
Whanaungatanga underpins our work with
n= 15
Ngā ākonga who fel  short of the target did  The complexities that ngā ākonga present
all ākonga.
15  ākonga  had one or more IEP  wel  to achieve as much as they did.
demonstrate  the  need for our  new
Ngā  ākonga  who  were  enrol ed under our  reviews during the 2023 year. 311 of  Two  had  mental  health concerns that  enrolment process.
current IEP process are included in this  the  414  short term goals were  compromised  their  engagement  and  The new process is designed to facilitate
analysis.
achieved.
contributed to high rates of absenteeism.
improved transitions, to capture growth
IEP goals  are  set early in the enrolment  Average = 75%
One  required  frequent  breaks  from  the  in social emotional regulation and to
process, reviewed at 3 months, and then 6
enhance goal setting that best meets ngā
•
learning spaces (kura and whare)  to
8 met the target.
monthly thereafter.   The goals reflect
accommodate ASD.
akonga needs.
•  3 achieved 70-79% of their
learning across the kura and whare
Collaboration  and information sharing
short-term goals.
One was at the col ege for 11 months and
contexts.
before, during and after  the  enrolment
•  2  met 58% of their short- appeared to be  dissociated  for much the
In 2023, we trialled a new enrolment
are key features of the new process.
term goals.
time. As his engagement increased, his
process with some ākonga.
•  2  met 47% of their short- intellectual challenges became more
term goals.
apparent, and the team was successful in its
application for ORS.
Planning for next year:  The enrolment process trialled in 2023 wil  be used for all new enrolments in 2024.

2

Focus:  Student Achievement
Strategic Aim:  Increase achievement in ABAS.
Annual Target:  Our students wil  improve by at least one year in the skil  areas of home living and community use.
Baseline data:  In 2022, our students improved by an average of 2 years 5 months in the skil  area of home living, and 1 year 1 month in the skil  area of community use. n=9.
Actions (what did we do?)
Outcomes (what happened?)
Reasons for the variance (why did it happen?)  Evaluation (where to next?)
A focus across the col ege, and
n= 8
One student’s Home Living score on entry was  ABAS III is not practical for short
particularly  in  ngā  whare  is  on  the  8  ākonga  had at least 2  ABAS assessments.  already age appropriate at 14y 11 m. Another  tenures and wil  not be used in 2024.
development of functional life skills.  The average gain in both domains was 1 year  gained 8 months in Community Use and the  Our  focus  on development of
The Adaptive Behaviour Assessment  7 months.
third gained 4 months in Home Living.
functional life skills will be enhanced
System, 3rd Ed (ABAS-III) was used to  5 ākonga met the target across both domains.  A significant amount  of kaiako absenteeism  with  an emphasis on social and
capture achievement in Home Living
that  required  frequent  use  of  relievers  may  emotional  regulation  which is pre-
and  Community  Use.  Ākonga  are  3  met the target in one of the domains.
have compromised consistency in programme  requisite for all learning.
assessed  3 months after enrolment
delivery.
Individualised achievement in social
and every 6 months thereafter.

Ngā ākonga who went home most weekends  and emotional regulation wil  be
missed  out on  weekend programming  which  captured  as part of the  new
may have impacted some aspects of the  enrolment process.
programme.
Planning for next year:  The enrolment process trial ed in 2023 wil  be used for all new enrolments in 2024.

3

Focus:  Student Achievement
Strategic Aim:  Increase achievement in literacy.
Annual Target: Our students wil  achieve at least 75% of their IEP literacy goals.
Baseline data:  In 2022 our students achieved an average of 79% of their IEP literacy goals. n=17
Outcomes (what
Actions (what did we do?)
Reasons for the variance (why did it happen?)
Evaluation (where to next?)
happened?)
Ngā ākonga need to be ready to
n = 15
Literacy gains were lower overall this year, although caution is  Achievement in the written aspect of
learn  before learning can take  15 ākonga had one or more  advised as the impacts of diverse presentations do not ‘average  literacy was typically lower than
place.  A classroom focus on  IEP reviews  in 2023.  out’ in smal  sample sizes.
achievement in reading  and  may signal a
social emotional regulation Overall, 97 of the 144 short  One  was highly anxious due to uncertainty in his home  need for Assistive Technology. One
supports readiness to learn.
term literacy goals set were  environment which impacted ability to engage.
classroom  kaiako wil  be released to
In the latter half of 2023 we  achieved. Average = 67 %
encourage greater uptake of Assistive
One had a short tenure (9m) and may have needed more time
trialled the use of interoception
Technology across the kura.
6 ākonga met the target.
to complete his written language goals.
as an additional strategy to
Adopting the new enrolment process
develop social emotional 4 achieved 58-74% of their  One was diagnosed with epilepsy whilst at the col ege and this  should ensure that individual programmes
regulation.
goals.
may have impacted his learning.
better fit ākonga presentations.
Literacy  is promoted daily  and  5 achieved 25 -50% of
One  had three IEP reviews  over his 18 months at HRC. His  Kaiako  will  adopt  literacy  practices
integrated
across subject their goals.
achievement dropped in his final term at HRC which may reflect  highlighted in  Te  Mātaiaho  alongside

areas.
anxiety about leaving.
ensuring social emotional readiness to
Mental health issues and absenteeism compromised learning  learn.
for the 5th ākonga.
Planning for next year: The enrolment process trial ed in 2023 wil  be used for all new enrolments in 2024.

4

Focus:  Student Achievement
Strategic Aim:  Increase achievement in mathematics.
Annual Target:  Our students wil  achieve at least 3 numeracy outcomes.
Baseline data:  In 2022 13 out of 17 students achieved at least 3 numeracy outcomes.
Actions (what did we do?)
Outcomes (what happened?)
Reasons for the variance (why did it happen?)
Evaluation (where to next?)
Students have individualised numeracy
n=15
The two ākonga who did not meet the target, as noted   Adopting the new
programmes that include learning in functional  13 ākonga met the target.
above had complex challenges.
enrolment process should
mathematics as wel  as  achievement of
One was highly anxious due to uncertainty in his home  ensure that individual
numeracy  sub-steps.  We use sub-steps to  2 ākonga did not meet the target.  environment which impacted ability to engage.
programmes better fit
scaffold learning within the numeracy stages.

ākonga presentations.
One required frequent breaks from the learning spaces
“Numeracy outcomes” refers to  achievement
(kura and whare) to accommodate ASD.
Kaiako wil  adopt numeracy
of IEP Maths goals  or gains in numeracy sub-
practices highlighted in Te
steps.

Mātaiaho.
An  essential aspect of the classroom

programme is to support ākonga to be ready to

learn.

Planning for next year:  The enrolment process trial ed in 2023 wil  be used for all new enrolments in 2024.

5

Focus:  Student Achievement
Strategic Aim:  Increase achievement of Māori in literacy and numeracy.
Annual Target:  Māori and Pasifika students wil  achieve gains in literacy and numeracy that are at least equal to those made by their non-Māori and non-Pasifika peers.
Baseline data: In 2022, Māori students achieved 73% of their literacy goals. Non- Māori students achieved 83% of literacy goals. Six of the 8  Māori students achieved at
least 3 numeracy outcomes. Seven of the 9 non-Māori students achieved at least 3 numeracy outcomes.
Reasons for the variance (why did it
Actions (what did we do?)
Outcomes (what happened?)
Evaluation (where to next?)
happen?)
Māori  ākonga  are supported in our
Literacy
Both groups are tracking about the  Continue to support  Māori  and non-
residential-tikanga based whare  to
n=6 Māori, n= 9 non-Māori
same.    Differences  between  Māori  Māori  ākonga  to  take  pride  in  their
take pride in their cultural identity.
Māori ākonga achieved 75% of their literacy goals.  and non-Māori achievement reflect  identity  and to respect cultural
Whanaungatanga and an  emphasis  Non-Māori achieved 63% of their literacy goals.
individual differences of ākonga.
differences.
on social emotional regulation is
Numeracy
foundational to all teaching and  Five  of the 6  Māori  ākonga  achieved at least 3
learning.
numeracy outcomes.

Eight of the 9 non-Māori ākonga achieved at least 3
numeracy outcomes.
Planning for next year:  The enrolment process trial ed in 2023 wil  be used for all new enrolments in 2024.

6

Focus:  Student Achievement
Strategic Aim:  Increase achievement in Residential Curriculum.
Annual Target:  Students wil  achieve no less than six residential goals.
Baseline data:  In 2022, 18 students achieved no less than 6 residential goals and the overall average for goals achieved was 40. n=19.
Reasons for the variance (why did it
Actions (what did we do?)
Outcomes (what happened?)
Evaluation (where to next?)
happen?)
IEP  Coordinators, with the support of
n = 23
Ngā ākonga who did not meet the target  With the introduction of the new
Youth Workers,  facilitate  Residential
had only been at HRC 2 – 3 months and wil   enrolment process, the residential
Curriculum learning.
21 ākonga achieved no less than 6  no doubt achieve the target with more time.    curriculum will be revised to better align
residential goals. The overall average
The principal acknowledges individual
with ākonga individual goals which are set
number of goals achieved was 27.
achievement in face-to-face meetings.
before transitioning into HRC and then

adjusted throughout the tenure.
Al  kaiako across the col ege support

learning.
Two achieved 2 goals.

Planning for next year: The enrolment process trial ed in 2023 wil  be used for all new enrolments in 2024.

7