HRC Principal s Report 15 September 2023 Redacted.pdf

HRC
Te Otu Mātua

Principal’s Report to the Board of Trustees
15 September 2023

HRC Principal’s Report to the Board of Trustees

Contents Page
1.
General Comment

3
2.
Strategic Report

4
3.
Ākonga Curriculum, Achievement, and Wel being

4
4.
Personnel

5
5.
Health and Safety

6
6.
Physical Restraints

7
7.
Stand Downs and Suspensions

10
8.
Financials

10
9.
Property and Grounds

11
10.
Risks

12
11.
Self-Review and Policy Review

13
12.
Current Rol

13

Attachments
•  Ākonga Rol
•  Geographical Breakdown of Residential Ākonga
•  Financials
•  Transforming Futures: Progress and culture at HRC
•  HRC: What is it and what is it not?

He taonga rongonui te aroha ki te tangata.
Goodwil  towards others is a precious treasure.

2

1. General Comment
It is currently Week 8 of Term 3. This is a 10-week term.
ERO (Education Review Office) Visit Term 3
We were delighted to welcome back Julie Moor and Judith Reid from ERO on August 21. The focus of their second visit
was on the teaching and learning at HRC. During the morning, they visited each of our classes in the kura. The afternoon
involved a discussion with Katherine Poulsen (RSS psychologist) about the new Al  About Me pilot, and a final meeting
with the senior leadership to discuss the profile report.
Fol owing the visit, no areas of concern were identified.
ERO and HRC are both working on a combined statement for the Profile Report, which is expected to be released next
term.
Meeting with Hon. Jan Tinetti
Early in August, the local cluster principals and I met with the Minister of Education, Hon. Jan Tinetti. During a brief
discussion with the Minister, I was able to raise the potential closure of RSS. As I mentioned in a verbal update at our last
meeting, the Minister clarified that she had received the report from the Ministry of Education (which was undertaken by
the University of Auckland) and had returned it for further work to be undertaken on it as she felt it was inadequate. She
was pleased to report that one of her former ākonga (from when she was a principal) who attended HRC now has
employment. When she asked him what he credited this success to, he stated his time at HRC.
Visit from National Members Erica Stanford and Tracy Summerfield Postponed
Unfortunately, a visit to HRC from National Party members Erica Stanford (Education Spokesperson) and Tracy
Summerfield (Candidate for Wigram), which was scheduled for early September, was postponed as Erica was required to
be in Wel ington for a National Party education announcement. Tracy describes HRC as a national gem in her Wigram
electorate.
What is HRC?
Katherine Poulsen (RSS psychologist) has created a script detailing what HRC is and what it is not that wil  be used to
support those in the Ministry of Education considering an enrolment at HRC. A copy of the document is included in the
attachments.
Transforming Futures: Progress and Culture at HRC
Luke Badger (Lead Advisor, Ministry of Education) requested a ‘one-pager’ document that his National Office-based
manager could take to meetings to share with other Ministry staff so she could outline the work undertaken at HRC. A
special thank you to caregivers
, and
for their
contributions. The voices of ākonga and their whānau make the document more engaging and meaningful.
The Misery of Marylands
The Spinoff recently published an article about the abuse at Marylands School, highlighting that HRC stil  operates on the
site. The photo included in the article that states it is of our driveway is not correct, and the communication director from
St John of God Halswell was in touch to explain they would be requesting this be changed.

The article can be found here:
The misery of Marylands | The Spinoff
https://thespinoff.co.nz/the-quarter-mil ion/30-08-2023/the-misery-of-marylands

3

2. Strategic Report
Work is due to commence on our 2024 Charter, which wil  be developed using the new framework and legislation.
2023 Term 3 Strategic Goals
Updates to the strategic goals further to that mentioned in the previous Board report are:
•  Ākonga Learning Goal
Pilot the new transition process and documentation.
Update: The Al  About Me pilot continues, and a team has had additional meetings with Katherine Poulsen to
discuss the documentation that wil  be reported to parents/caregivers and receiving schools as we move from
IEPs (Individual Education Plan) to the Al  About Me documentation. Our first ākonga to leave the pilot is in the
process of transitioning and wil  finish at the end of this term. A kaiako wil  begin shadowing Katherine this week
to learn how to undertake the process.

•  Leading HRC Goal
Work closely with the local Ministry of Education office to implement new initiatives, as per the Kawatea pilot in
2022.
Update: This piece of work has been postponed due to the significant restructure at the Ministry. When the goal
was initial y set, it was anticipated that the new structure would be in place early in the year. Larissa Cox-Winiata
(Service Manager) and Ariana Col ier (Education Advisor) attended a whakatau at HRC this week. They were
interested in learning how HRC operates and discussing how they could best support our residential function.

•  The ākonga attending the Wel being Coaching pilot programme wil  have her third session this week.

3. Ākonga Curriculum, Achievement and Wel being
Matariki
We were grateful to Te Tao Kokiri for organising the events of Matariki, which were held at HRC from Monday, July 31st,
to Saturday, August 5th. Lots of planning was put in place so that all tamariki were able to join in different activities each
day, including making ngā whetu (stars) mobiles, manu aute or manu tukutuku (kite making), and the preparation, setup,
and sharing of kai at the hāngī. The feast was amazing. It was nice to see ākonga with their best manners were on display
while mixing with manuhiri. It was a ful  week for our ākonga, and lots of fun was had.

4

In addition, the occasion was an opportunity to reflect on the recent passing of Dr Terry Ryan by unveiling a memorial
bench in his memory.

Pictured above: Joesph Tyro, Jon Purdue (HRC), Pani Zaitsev, Te Mairiki Wil iams, Bil  Bush
Curriculum Refresh: Te Mātaiaho and Common Practice Model
In addition to a new Charter outline, in 2024 the Ministry of Education wil  introduce a refreshed NZ curriculum (Te
Mātaiaho) and a new Common Practice Model that al  schools need to implement and train kaiako in the delivery of.
The Common Practice Model wil  outline principles, evidence-informed pedagogical approaches, and practices to
underpin teaching and learning for literacy, communication, and maths. It wil  guide quality-assured teaching and
assessment practices and approaches for early learning through to the end of secondary schooling across Aotearoa New
Zealand.
The Common Practice Model wil  be embedded into supports and resources, professional learning supports, and it wil
influence Initial Teacher Education programmes (ITE). It wil  provide clarity and consistency for kaiako/teachers, bring
rigour to the teaching and learning of literacy, communication, and maths, and support equity and excel ence for al
ākonga.
Te Mātaiaho | The refreshed NZ Curriculum is designed to give effect to Te Tiriti o Waitangi and be inclusive, clear, and
easy to use. It has been developed over the last two years in collaboration with the education sector, ākonga and their
whānau, communities, and a wide range of interested organisations and communities. Components wil  be released by
the Ministry in 2023-2025. Al  kura must have ful y implemented Te Mātaiaho by 2027.
5

Support and Wel being Plans
HRC safety plans have recently been modified to Support and Wel being Plans. This modification was made to ensure the
terminology used in the plan’s framework reflected our trauma-informed approach.

4. Personnel
Appointments
The successful candidate from our recent IEPC campaign, who was due to relocate from Auckland, has declined her offer
of employment. Applications are currently open for a permanent youth worker or IEPC.
Sick Leave
Our sick leave continues to be high, with 28 different kaiako away on sick leave in the last fortnight.

6

definition have been transferred to balance sheet ledgers. The over-spend in Board costs wil  come back to budget with
Westbridge having been bil ed in early September for their half of the costs.
Learning and Curriculum Resources: Actual YTD $732,775 vs. Budget $710,987
Expenditure  is  3.06%  over  budget.  The  three  major  ledgers  overspent  are  professional  development,  school  general
expenses, and teacher assistant wages. The overspend reflects the emphasis placed on PD, new pay rates available to TAs,
costs of the new kapa haka programme, and resourcing a new sensory room.
Residential Programmes: Actual YTD $1,778,313 vs. Budget $1,658,787
This area of the budget is 7.21% overspent. The ledgers under the greatest stress are those relating to salary and reliever
costs. The salary overspend reflects the recent back pay and salary adjustments with the implementation of the new PSA
contract. The residential reliever overspend reflects the large amount of sickness being experienced and the extra resources
required to support ākonga. We are also over budget in our catering budget, which reflects the inflation in food costs.
Property: Actual YTD $1,028,682 vs. Budget $997,356
Expenditure in this area of the budget is 3.14% overspent for the year. The main areas of overspending are maintenance,
fire protection/alarms, and salaries. Journals were completed in August to acknowledge the new cameras in houses as an
asset. A journal has also been actioned to transfer the painting to cyclical maintenance. This action has helped bring the
expenditure back closer to budget, but the area continues to be under pressure.
Reintegration: Actual YTD $713 vs Budget $17,779
This area of the budget is underspent. We do have ākonga transitioning to their next placement. The expenditure for this
is timed to occur towards the end of this term and the end of the year.
Overall
Overal , the expenditure YTD is $3,886,773 and is offset against the income YTD of $3,833,999, an overspend of $52,774.
This reduced overspend is reflective of the journals actioned and posted to the balance sheet. While we do have upcoming
pressures in our property expenditure, school costs, and costs covering sickness, it is hoped that the extra income from
Ministry of Education Pay Equity and Banked Teacher Salary wil  level out the expenditure between now and the end of the
year.

9. Property and Grounds
Since the last report, the caretakers have undertaken a refresh of the gardens. Work has continued to ensure equipment
has the required ‘Test and Tag’ pass. Pathways where winter algae have built up have been water-blasted. The pool has
had a clean and initial checks carried out.
Hedges, plants, and trees have been given a trim to keep them off the paths and out of the way of ākonga scooters and
drift trikes. The caretakers have continued to carry out their safety checks and attend to many requests for maintenance.
With the end of term coming, plans are underway for a deep clean of the school, laundry, and gym.
Work Required Notices (WRN)
The Col ege has no outstanding WRNs.

11

11. Self-Review and Policy Review
The Protected Disclosures Policy was reviewed at the August 2023 meeting.
As set out in the Annual Action Plan Timeline for Term 3, HRC wil  review the strategies used to increase the rol  and our
support of these new ākonga this term.

12. Current Rol
During this period, HRC had a total of 16 ākonga enrolled at HRC Te Otu Mātua.
Two ākonga enrolled; one on August 3, and on August 9. One ākonga transitioned out on August 25.
We currently have 15 ākonga on our residential roll: 12 males and three females. One has entered via the IWS pathway.
There is one ākonga pre-enrolled; a male from the RSS pathway. Three more enrolments (not yet pre-enrol ed) were
accepted through the admissions committee this week.
The ākonga roll and a geographical breakdown are included in the attachments.

13

Attachments

14

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
Budget v
Sep 2023
Oct 2023
Nov 2023
Dec 2023
Forecast 2023
Approved
Forecast v
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Actual
Budget
Budget
Budget
Budget
Position
2023 Budget
Budget
Revenue
10001 Bulk Grant Operational Funding
-$36,914
-$41,903.12
-$36,914
-$41,903
-$36,914
-$41,903
-$36,914 -$ 4 1,454
-$36,914 -$ 4 1,454
-$36,914 -$ 4 1,454
-$36,914 -$ 9 5,373
-$36,914 -$   9
  5,373.24
$58,459
-$36,914
-$36,914
-$36,914
-$36,914 -$    5
  88,473
-$442,968
-$145,505
10002 Bulk Grant Residential
-$192,000
-$191,999.57
-$192,000
-$192,000
-$192,000
-$192,000
-$192,000 -$ 1 92,000
-$192,000 -$ 1 92,000
-$192,000 -$ 1 92,000
-$192,000 -$ 1 92,000
-$192,000 -$
1
    91,999.57
-$0
-$192,000
-$192,000
-$192,000
-$191,995 -$   2
  ,303,992
-$2,303,995
$3
10003 Phones & Postage
-$1,776
-$1,775.65
-$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
-$0
-$1,776
-$1,776
-$1,776
-$1,772 -$   2
  1,305
-$21,308
$3
10004 BOT Expenses Grant
-$592
-$592.03
-$592
-$592
-$592
-$592
-$592 -$
5
    92
-$592 -$
5
    92
-$592 -$
5
    92
-$592 -$
5
    92
-$592 -$   5
  92.03
$0
-$592
-$592
-$592
-$592 -$   7 ,104
-$7,104
$0
10005 Teacher Salaries Grant
-$574,956 -$
5
    74,956.00
$0
-$71,870
-$71,870
-$71,870
-$71,870 -$    8
  62,434
-$862,434
$0
10006 Use of Land & Buildings Grant
-$683,853 -$
6
    83,852.64
$0
-$85,482
-$85,482
-$85,482
-$85,482 -$   1
  ,025,779
-$1,025,779
$0
10013 Principal Professional Development and Wellness Fund
$
-

10007 Interim Grant
-$51,829
-$51,828.70
-$51,829
-$51,829
-$51,829
-$51,829
-$51,829 -$ 5 1,829
-$51,829 -$ 5 1,829
-$51,829 -$ 5 1,829
-$51,829 -$ 5 1,829
-$51,829 -$   5
  1,828.70
-$0
-$51,829
-$51,829
-$51,829
-$51,825 -$    6
  21,942
-$621,944
$2
10100 MOE other income
-$ 5 9,952
$0
-$   5
  9,952
$0
-$59,952
10008 BOT Interest
$8,207.36
-$2,298
-$12,214
-$ 2 ,309
-$ 1 ,863
-$ 1 ,236
-$ 3 ,256
-$   2
  ,712.38
$2,712
-$   1
  7,681
$0
-$17,681
10012 Reintegration Services
-$2,843
-$2,843.48
-$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
$0
-$2,843
-$2,843
-$2,843
-$2,849 -$   3
  4,126
-$34,122
10009 O.R.S.Income
-$12,904
-$12,904
-$12,904
-$12,904
-$12,904
-$   1
  2,904
-$51,616
$38,712
10010 Principals house income
-$1,000
-$1,000.00
-$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
  ,000.00
$0
-$1,000
-$1,000
-$1,000
-$1,000 -$   1
  2,500
-$12,000
-$500
10011 Income Other
-$4,528.45
-$746
-$41,374
-$ 5 3,924
-$ 7 ,313
-$ 1 ,091
-$
5
    55
-$   2
  10.79
$211
-$    1
  09,742
$0
-$109,742
Total Revenue
-$286,954
-$288,263.64
-$299,858
-$294,987.32
-$286,954
-$345,530
-$286,954 -$ 3 47,727
-$299,858 -$ 3 01,168
-$286,954 -$ 2 93,819
-$286,954 -$ 4 09,176
-$1,558,667 -$ 1
   ,607,144.48
$48,478
-$444,305
-$457,209
-$444,305
-$444,298 -$   5
  ,677,933
-$5,383,270
-$294,663
Expenditure
Administration

ACC
12010 ACC Levies
$0
$8,777
$   8 ,777
$8,777
$0
Total ACC Levy
$0
$0
$0
$0
$0
$0.00
$0 $    -
$0 $   -
$0 $   -
$0 $   -
$0 $
-

$0
$8,777
$0
$0
$0 $   8 ,777
$8,777
$0
Accounting Costs
12020 Accounting Costs
$2,462
$912
$912
$912
$912
$911.67
$912 $
9
    12
$912
9
$    12
$912
9
$    12
$912
9
$    12
$912 $   9
  11.67
$0
$912
$912
$912
$908 $   1
  0,937
$12,490
-$1,553
Total Accounting Costs
$2,462
$912
$912
$912
$912
$911.67
$912 $
9
    12
$912
9
$    12
$912
9
$    12
$912
9
$    12
$912 $   9
  11.67
$0
$912
$912
$912
$908 $   1
  0,937
$12,490
-$1,553
Audit Fees
12030 Audit Fees
$80
$ 6 ,588
$6,785
$0
$   6 ,588
$6,865
-$278
Total Audit Fees
$0
$0
$80
$0
$0
$0.00
$0 $    -
$0 $   6 ,588
$6,785 $   -
$0 $   -
$0 $
-

$0
$0
$0
$0
$0 $   6 ,588
$6,865
-$278
Board of Trustee Expenses
BOT Attendance Fees
$0
$
-

12041 BOT Travel/Reimbursement
$736
$20
$5,813.16
$ 2 ,443
$   5 ,337
$   8 ,277
$   5 ,182
$   6
  ,364.71
-$6,365
$10,465
$19,535 $ 6
  4,172
$30,000
$34,172
Total Board of Trustee Expenses
$0
$736
$0
$20
$0
$5,813.16
$0 $ 2 ,443
$0 $   5 ,337
$0 $   8 ,277
$0 $   5 ,182
$0 $    6
  ,364.71
-$6,365
$10,465
$0
$0
$19,535 $ 6
  4,172
$30,000
$34,172
Communication Costs
12050 Telephone Tol s/Rental
$547
$513
$627
$512
$547
$556.41
$627
4
$    84
$547
6
$    72
$627
4
$    69
$547
5
$    58
$627 $   4
  24.87
$202
$547
$627
$547
$631 $   6 ,541
$7,048
-$507
12051 Internet
$0
$
-

$0
$0
12052 Postage/Courier
$200
$450
3
$    58
$
3
    2
$   5
  30.28
-$530
$450
$ 1 ,371
$1,100
$271
Total Communication Costs
$547
$513
$827
$512
$547
$556.41
$627 $
4
    84
$997 $ 1 ,031
$627 $
4
    69
$547
5
$    90
$627 $   9
  55.15
-$328
$547
$1,077
$547
$631 $   7 ,912
$8,148
-$236
Comsumables Costs
12060 Printing & Stationery
$210
$560
$270
$300
$220
$613.03
$500 $
8
    2
$700 $
9
    51
$150
1
$    13
$285
3
$    30
$500 $   1
  41.01
$359
$265
$500
$220
$150 $   4 ,223
$3,970
$253
12061 Computer Support
$285
$1,155
$1,135
$417
$1,965
$396.27
$1,535
3
$    14
$1,420 $
7
    82
$1,605 $ 1 ,079
$1,335 $
9
    18
$1,535 $   4
  70.35
$1,065
$1,285
$1,185
$2,335
$835 $ 1
  1,172
$16,455
-$5,283
Total Consumables Costs
$495
$1,714
$1,405
$717
$2,185
$1,009.30
$2,035 $
3
    96
$2,120 $ 1 ,733
$1,755 $   1 ,192
$1,620 $   1 ,248
$2,035 $ 6
  11.36
$1,424
$1,550
$1,685
$2,555
$985 $ 1
  5,396
$20,425
-$5,029
General
12070 Medical Charges
$275
$122
$200
$755
$500
$340.87
$420
4
$    84
$1,200 $
3
    55
$1,100 $
8
    48
$830
7
$    19
$500 $   6
  22.56
-$123
$1,250
$650
$700
$300 $ 7 ,148
$7,925
-$777
12042 Legal & Advisory
$640
$2,500
$2,500
$10,250.00
$2,500
$2,500
$2,500 $ 1 ,149
$2,500
$2,500 $    9
  ,030.00
-$6,530
$2,500
$2,500
$2,500
$ 2
  8,569
$25,000
$3,569
12071 Management Travel
$600
$3
$156.28
$100
$600
$0
$600
$100
$ 8 60
$2,000
-$1,140
12072 Admin General
$3,602
$150
$1,028
$5,500
$1,476.57
$450
6
$    22
$1,300 $
9
    09
$11,300 $ 1 ,017
$1,500 $
6
    82
$5,750 $   7
  81.23
$4,969
$800
$9,750
$600
$5,250 $   2
  6,517
$42,350
-$15,833
12073 Management Al owance
$1,908
$1,908
$188
$1,908
$3,324.89
$1,908 $ 1 ,474
$1,908 $   2 ,635
$1,908 $   1 ,757
$1,908 $   1 ,757
$1,908 $   1
  ,756.54
$151
$1,908
$1,908
$1,908
$1,910 $ 2
  0,526
$22,898
-$2,372
Total General
$2,183
$4,364
$5,358
$1,975
$10,408
$15,548.61
$5,278 $   2 ,580
$7,008 $   3 ,899
$16,808 $ 4 ,771
$7,338 $   3 ,158
$10,658 $   1
  2,190.33
-$1,532
$7,058
$14,808
$5,808
$7,460 $ 8
  3,619
$100,173.00
-$16,554
Operational Leases
12080 Photocopy Leases
$700
$1,168
$990
$880
$900
$1,031.24
$450 $
9
    51
$1,300 $ 1 ,231
$750 $
4
    40
$450
9
$    71
$1,100 $   1
  ,537.71
-$438
$730
$850
$1,100
$750 $ 1
  1,640
$10,070
$1,570
Total Operational Leases
$700
$1,168
$990
$880
$900
$1,031.24
$450
9
$    51
$1,300 $ 1 ,231
$750 $
4
    40
$450
9
$    71
$1,100 $   1
  ,537.71
-$438
$730
$850
$1,100
$750 $ 1
  1,640
$10,070
$1,570

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
Budget v
Sep 2023
Oct 2023
Nov 2023
Dec 2023
Forecast 2023
Approved
Forecast v
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Actual
Budget
Budget
Budget
Budget
Position
2023 Budget
Budget
Learning Resources
Learning and Curriculum
Personnel
13001 Teacher Aides
$9,319
$1,488
$9,319
$10,242
$9,319
$13,176
$9,319 $   1 1,599
$9,319 $   1 5,708
$13,979 $   1 0,758
$9,319 $ 6 ,195
$9,319 $   1
  2,522.87
-$3,204
$9,319
$9,319
$9,319
$13,980 $   1
  23,624
$121,149
$2,475
13015 Teacher Salaries
$574,956 $
5
    74,956.00
$0
$71,870
$71,870
$71,870
$71,870 $    8
  62,434
$862,434
$0
13005 Specialist Therapists - SLT, OT
$
1
    30
$0
$   1 30
$0
$130
13006 Psychologist
$525
$675
$161
$900
$1,261
$450
1
$    61
$900 $ 1 ,743
$900 $ 1 ,928
$450
$900 $    1
  ,032.65
-$133
$900
$675
$900
$675 $   9 ,962
$8,325
$1,637
Total Personnel
$9,319
$2,013
$9,994
$10,403
$10,219
$14,436
$9,769 $   1 1,760
$10,219 $   1 7,451
$14,879 $   1 2,816
$9,769 $   6 ,195
$585,175
5
$    88,511.52
-$3,337
$82,089
$81,864
$82,089
$86,525 $    9
  96,151
$991,908
$4,243
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
  ,129.32
-$4,879
$1,500
$1,500
$2,400
$500 $ 3
  3,887
$29,900
$3,987
13003 Principal Professional Development and Wellness Fund
$
-

13011 Staff Supervision / EAP
$675
$3,455
$757
$1,480
$2,072
$1,030
5
$    82
$1,480 $ 1 ,593
$1,480 $   2 ,124
$1,030 $
5
    68
$1,480 $   2
  ,800.02
-$1,320
$1,480
$1,255
$1,480
$1,255 $ 1
  6,640
$16,905
-$265
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
  ,929.34
-$6,199
$2,980
$2,755
$3,880
$1,755 $ 5
  0,527
$46,805
$3,722
General Expenses
13020 Stationery School
$200
$230
$386
$150
$213
$250
$220 $
3
    59
$650
3
$    50
$380
5
$    30
$350 $   4
  60.33
-$110
$430
$280
$330
$200 $ 3 ,539
$3,670
-$131
13021 Laptop Lease Costs
$177
$236
$400
$663
$750
$177
5
$    9
$663
7
$    50
$177 $
5
    9
$0
$663
$177
$663 $ 3 ,757
$3,360
Total General Expenses
$377
$236
$230
$786
$813
$963
$427
5
$    9
$220 $
3
    59
$1,313 $ 1 ,101
$557 $
5
    89
$350 $   4
  60.33
-$110
$1,093
$457
$330
$863 $ 7 ,296
$7,030
$266
Curriculum
13030 Outdoor Classroom
$250
$100
$200
$250
$100
$200
$150
$150
$250
$250
$100
$300 $ 9 00
$2,150
-$1,250
13031 Kawatea
$975
$0
$   9 75
$0
$975
13032 KiwiSport
$250
$250
$250 $
3
    9
$250
$250
$250
$ 2 89
$1,250
-$962
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
  ,222.93
-$2,223
$3,600
$1,100
$1,640
$1,136 $ 3
  1,160
$14,348
$16,812
13034 Star Courses
$600
4
$    85
$600
$600
$0
$600
$200
$   1 ,285
$2,600
-$1,315
13035 Library
$206
$500
$90
$500
$0
$500
$ 7 96
$1,500
-$704
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
  ,222.93
-$1,823
$4,450
$1,600
$2,440
$1,436 $ 3
  5,405
$21,848
$13,557
Total Learning Resources
$9,946
$6,964
$21,279
$19,440
$17,039
$25,365.01
$13,326 $   1 6,683
$19,194 $   2 8,975
$20,172 $   2 1,368
$19,376 $   1 1,855
$590,655 $
6
    02,124.12
-$11,469
$90,612
$86,676
$88,739
$90,579 $   1
  ,089,379
$1,067,591
$21,788
Residential Programmes
Ancillary
13040 House Requisites
$100
$166
$160
$1,035
$210
$478
$200 $
2
    88
$250 $ 1 ,114
$250 $
4
    62
$100
3
$    12
$150 $ 7 0.00
$80
$174
$106
$150
$150 $ 4 ,504
$2,000
$2,504
13041 Catering
$1,815
$418
$10,164
$11,639
$11,253
$11,854
$4,719 $   4 ,946
$11,253 $ 1 4,318
$10,890 $   1 4,706
$4,719 $ 6 ,660
$11,253 $   1
  2,041.35
-$788
$10,164
$5,808
$10,890
$6,534 $   1
  09,979
$99,462
$10,517
Total Ancillary
$1,915
$584
$10,324
$12,674
$11,463
$12,331
$4,919 $   5 ,234
$11,503 $ 1 5,432
$11,140 $   1 5,168
$4,819 $   6 ,973
$11,403 $   1
  2,111.35
-$708
$10,338
$5,914
$11,040
$6,684 $   1
  14,484
$101,462
$13,022
Vehicles
13050 Op Expns Motor Vehicles
$400
$720
$820
$249
$1,100
$1,215
$780 $
8
    28
$1,020 $
6
    08
$571
7
$    80
$515
8
$    40
$995 $   6
  05.78
$389
$510
$1,100
$800
$600 $ 8 ,855
$9,211
-$356
13051 Maintenance Motor Vehicles
$180
$40
$410
$710
$3,048
$150
$400 $
4
    01
$270 $
9
    9
$677
$517 $    1
  ,060.70
-$544
$1,677
$300
$1,177
$   7 ,804
$6,468
$1,336
12101 Insurance/Accident costs
$8,000
$435
$500
$0
$500
$ 9 35
$9,000
-$8,065
Total Vehicles
$580
$761
$9,230
$683
$1,810
$4,263
$930 $
8
    28
$1,420 $ 1 ,009
$1,341 $
8
    80
$1,192 $
8
    40
$1,512 $   1
  ,666.48
-$154
$2,187
$1,400
$2,477
$600 $   1
  7,594
$24,679
-$7,085
Residential Costs
13060 Owaka H1 BMP Spending
$45
$50
$180
$109
$180
$196
$135
6
$    0
$180 $
3
    09
$180
2
$    07
$135
1
$    02
$180 $   1
  53.00
$27
$180
$135
$180
$90 $ 1 ,771
$1,800
-$29
13062 Owaka H1 Recreation Pupils
$60
$5
$240
$69
$240
$89
$180 $
4
    0
$240 $
1
    49
$240
1
$    87
$180
1
$    30
$240 $   2
  90.64
-$51
$240
$180
$240
$120 $   1 ,741
$2,400
-$659
13063 Makonui H2 BMP Spending
$105
$100
$420
$198
$420
$388
$315
5
$    6
$420 $
5
    49
$420
2
$    09
$315
1
$    50
$420 $   2
  87.57
$132
$420
$315
$420
$210 $   3 ,302
$4,200
-$898
13065 Makonui H2 Recreation Pupils
$140
$23
$560
$155
$560
$256
$420 $
2
    70
$560
2
$    39
$560
3
$    78
$420
2
$    68
$560 $   2
  29.76
$330
$560
$420
$560
$280 $   3 ,638
$5,600
-$1,962
13066 Huritini H3 BMP Spending
$105
$100
$420
$188
$420
$179
$315
2
$    0
$420 $
2
    61
$420 $
9
    0
$315 $
9
    2
$420 $   4 7.15
$373
$420
$315
$420
$210 $   2 ,343
$4,200
-$1,857
13068 Huritini H3 Recreation Pupils
$140
$23
$560
$232
$560
$123
$420 $
1
    04
$560
2
$    66
$560
3
$    73
$420
1
$    38
$560 $   2
  14.69
$345
$560
$420
$560
$280 $   3 ,293
$5,600
-$2,307
13066 Tauawa H4 BMP Spending
$105
$100
$420
$48
$420
$14
$315 $    4

$420 $
4
    4
$420 $
7
    3
$315 $   7

$420 $ 5 2.00
$368
$420
$315
$420
$210 $   1 ,707
$4,200
-$2,493
13068 Tauawa H4 Recreation Pupils
$140
$17
$560
$476
$560
$175
$420 $
2
    09
$560
2
$    52
$560
2
$    29
$420
2
$    11
$560 $   3
  84.51
$175
$560
$420
$560
$280 $   3 ,773
$5,600
-$1,827
13067 Student Expenses
$200
$39
$1,450
$579
$750
$4,472
$550 $ 1 ,039
$750 $ 1 ,145
$500 $ 1 ,372
$500 $
6
    01
$1,250 $   2
  ,459.86
-$1,210
$1,250
$750
$1,250
$500 $   1
  5,458
$9,700
$5,758
13070 Student Travel
$8,500
$744
$1,040
$853
$6,300
$1,402
$9,340 $   1 1,581
$ 1 ,656
$6,940 $   5 ,579
$6,867 $   4 ,854
$1,040 $   1
  ,621.93
-$582
$7,100
$10,140
$7,540 $ 5
  3,072
$64,807
-$11,735
13071 Residential Wages and Salary
$157,677
$147,560
$157,677
$151,846
$157,677
$149,509
$157,677 $   1 54,869
$157,677 $   3 03,504
$236,515 $   1 73,753
$157,677 $   1 73,249
$157,677 $
1
    75,535.40
-$17,858
$157,677
$157,677
$157,677
$236,515 $   2
  ,139,373
$2,049,800
$89,573
13072 Travel Assistance
$228
$78
$228
$219
$228 $
1
    71
$228
2
$    05
$228
1
$    97
$228 $
9
    3
$228 $   1
  62.69
$65
$228
$228
$228
$230 $ 2 ,040
$2,510
-$470
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
  ,208.22
$407
$1,615
$1,615
$1,615
$1,610.00 $ 1
  7,993
$19,375
-$1,382
13004 Nurse Contract
$100
$360
$1,085
$1,085
$1,080
$543 $ 1 ,350
$1,085 $
5
    40
$1,085 $ 1 ,350
$543 $ 1 ,080
$1,085 $ 5
  40.00
$545
$1,085
$543
$1,085
$543 $   9 ,556
$9,867
-$311
13074 Student Co-ordinator, Cook, Laundry
$13,394
$12,445
$13,394
$13,152
$13,394
$13,330
$13,394 $ 1 3,057
$13,394 $   2 5,276
$20,090 $   1 4,229
$13,394 $   1 3,650
$13,394 $   1
  4,229.20
-$835
$13,394
$13,394
$13,394
$20,087 $    1
  79,637
$174,117
$5,520
13073 Residential Relievers
$3,920
$3,665
$3,920
$14,901
$3,920 $   2 2,128
$3,920 $   5 ,714
$5,880 $   5 ,925
$3,920 $   5 ,737
$3,920 $   1
  0,001.49
-$6,081
$3,920
$3,920
$3,920
$5,880 $   8
  5,710
$47,040
$38,670
Total Residential Costs
$182,326
$163,678
$183,769
$173,172
$188,329
$188,253
$189,787 $   2 06,743
$182,029 $   3 42,028
$276,213 $   2 05,359
$187,264 $   2 01,570
$183,569 $
2
    07,418.11
-$23,849
$189,629
$190,787
$182,529
$274,585 $   2
  ,524,406
$2,410,816
$113,590
Total Residential Programmes
$184,821
$163,678
$203,323
$186,529
$201,602
$204,846.77
$195,636 $ 2 12,805
$194,952 $   3 58,469
$288,694 $   2 21,407
$193,275 $   2 09,382
$196,484 $
2
    21,195.94
-$24,712
$202,154
$198,101
$196,046
$281,869 $   2
  ,656,483
$2,536,957
$226,031

Profit and Loss
Halswell Residential College
For the year ended 31 December 2023
Jan 2023 -
Feb 2023 -
Mar 2023 -
Apr 2023 -
May 2023 -
Jun 2023 -
Jul 2023 -
Aug 2023 -
Sep 2023 -
Oct 2023 -
Nov 2023 -
Dec 2023 -
Account
Actual
Actual
Actual
Actual
Actual
Actual
Actual
Actual
Overall Budget Overall Budget Overall Budget Overall Budget
Total
Trading Income
BOT Expenses Grant
592.03
592.03
592.03
592.03
592.03
592.03
592.03
592.03
592.00
592.00
592.00
592.00
7,104.24
Income Other
4,528.45
746.37
41,373.98
106.96
7,312.67
1,090.58
554.65
210.79
0.00
0.00
0.00
0.00
55,924.45
Interest Income
(8,207.36)
2,298.40
12,213.89
2,309.20
1,862.55
1,235.57
3,256.40
2,712.38
0.00
0.00
0.00
0.00
17,681.03
MOE Bulk Grant Operational Funding
41,903.12
41,903.12
41,903.12
41,453.79
41,453.79
41,453.79
95,373.24
95,373.24
36,914.00
36,914.00
36,914.00
36,914.00
588,473.21
MOE Bulk Grant Residential
191,999.57
191,999.57
191,999.57
191,999.56
191,999.56
191,999.56
191,999.57
191,999.57
192,000.00
192,000.00
192,000.00
191,995.00 2,303,991.53
MOE Interim Grant
51,828.70
51,828.70
51,828.70
51,828.70
51,828.70
51,828.70
51,828.70
51,828.70
51,829.00
51,829.00
51,829.00
51,825.00
621,941.60
MOE O.R.S.Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
12,904.00
0.00
0.00
12,904.00
MOE other Income
0.00
0.00
0.00
0.00
0.00
0.00
59,952.00
0.00
0.00
0.00
0.00
0.00
59,952.00
MOE Teacher Salaries Grant
0.00
0.00
0.00
0.00
0.00
0.00
0.00
574,956.00
0.00
0.00
0.00
0.00
574,956.00
MOE Use of Land & Buildings Grant
0.00
0.00
0.00
0.00
0.00
0.00
0.00
683,852.64
0.00
0.00
0.00
0.00
683,852.64
Phones & Postage
1,775.65
1,775.65
1,775.65
1,775.65
1,775.65
1,775.65
1,775.65
1,775.65
1,776.00
1,776.00
1,776.00
1,772.00
21,305.20
Principals house income
1,000.00
1,000.00
1,000.00
1,000.00
1,500.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
12,500.00
Reintegration Services - MOE
2,843.48
2,843.48
2,843.48
2,843.48
2,843.48
2,843.48
2,843.48
2,843.48
2,843.00
2,843.00
2,843.00
2,849.00
34,125.84
Total Trading Income
288,263.64
294,987.32
345,530.42
293,909.37
301,168.43
293,819.36
409,175.72
1,607,144.48
286,954.00
299,858.00
286,954.00
286,947.00 4,994,711.74
Gross Profit
288,263.64
294,987.32
345,530.42
293,909.37
301,168.43
293,819.36
409,175.72
1,607,144.48
286,954.00
299,858.00
286,954.00
286,947.00 4,994,711.74
Operating Expenses
ACC Levies
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
8,777.00
0.00
0.00
0.00
8,777.00
Accounting Costs
911.67
911.67
911.67
911.67
911.67
911.67
911.67
911.67
912.00
912.00
912.00
908.00
10,937.36
Admin General
3,601.91
1,028.00
1,476.57
621.80
908.52
1,017.25
681.90
781.23
800.00
9,750.00
600.00
5,250.00
26,517.18
Admin Salaries
18,046.82
20,395.22
20,864.90
25,296.23
53,727.84
22,887.21
23,072.03
22,936.04
22,576.00
22,576.00
22,576.00
33,861.00
308,815.29
Audit Fees
0.00
0.00
0.00
0.00
6,587.50
0.00
0.00
0.00
0.00
0.00
0.00
0.00
6,587.50
Board Funded HDA Wages
767.12
1,524.66
1,920.21
1,783.56
1,917.82
1,208.22
1,208.22
1,208.22
1,615.00
1,615.00
1,615.00
1,615.00
17,998.03
BOT Travel/Reimbursement
735.83
20.00
5,813.16
2,442.56
5,337.19
8,277.43
5,181.50
6,364.71
10,465.00
0.00
0.00
19,535.00
64,172.38
Catering
417.75
11,639.31
11,853.66
4,946.13
14,318.38
14,706.17
6,660.30
12,041.35
10,164.00
5,808.00
10,890.00
6,534.00
109,979.05
Cleaning
182.70
1,549.57
1,395.28
393.83
1,483.66
1,424.56
0.00
1,338.16
885.00
625.00
1,015.00
450.00
10,742.76
Computer Equipment (Minor value)
0.00
1,575.42
8,858.85
1,363.15
643.18
287.88
2,854.89
(5,986.12)
0.00
1,500.00
2,000.00
500.00
13,597.25
Computer Support
1,154.71
417.01
396.27
314.19
782.38
1,079.25
918.07
470.35
1,285.00
1,185.00
2,335.00
835.00
11,172.23
Depreciation Expense
8,000.00
8,000.00
8,000.00
8,000.00
8,000.00
10,000.00
8,000.00
8,000.00
8,000.00
8,000.00
8,000.00
10,000.00
100,000.00
Energy
4,095.29
4,175.40
6,131.13
7,527.74
6,476.69
11,355.94
12,194.13
10,339.95
12,500.00
8,200.00
7,500.00
5,800.00
96,296.27
Fire Protection/Alarms
1,690.66
1,835.00
5,496.28
5,258.06
2,381.72
2,902.56
9,051.38
(9,751.91)
554.00
654.00
2,454.00
454.00
22,979.75
Furniture and Fittings (Minor value)
0.00
(908.09)
0.00
0.00
0.00
0.00
4,057.91
(3,764.00)
0.00
5,000.00
0.00
0.00
4,385.82
General Expenses School
31.30
1,340.53
4,343.31
1,921.36
6,112.23
3,470.88
2,241.57
4,222.93
3,600.00
1,100.00
1,640.00
1,136.00
31,160.11
Grounds
0.00
334.53
653.05
0.00
1,843.91
0.00
0.00
0.00
1,150.00
550.00
1,250.00
550.00
6,331.49
Health & Safety Equipment
473.34
0.00
808.54
(59.89)
0.00
143.95
0.00
171.29
500.00
0.00
0.00
500.00
2,537.23
House Requisites
166.09
1,035.06
477.74
287.80
1,113.69
461.79
312.32
70.00
174.00
106.00
150.00
150.00
4,504.49
Huritini - BMP Spending
100.00
188.33
178.90
20.00
261.09
90.00
92.13
47.15
420.00
315.00
420.00
210.00
2,342.60
Huritini - Recreation Pupils
22.78
231.78
122.78
104.30
265.83
372.77
137.92
214.69
560.00
420.00
560.00
280.00
3,292.85
Insurance Vehicles
0.00
434.78
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
500.00
0.00
934.78
Insurances
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
75.00
0.00
0.00
75.00
Kawatea Programme
975.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
975.00
KiwiSport
0.00
0.00
0.00
0.00
0.00
38.50
0.00
0.00
0.00
250.00
0.00
0.00
288.50
Laptop Lease Costs
236.04
400.00
750.14
58.89
0.00
750.14
58.89
0.00
663.00
177.00
0.00
663.00
3,757.10
Lawns
2,769.93
1,846.62
1,846.62
2,769.93
2,769.93
2,769.93
923.31
1,140.68
1,850.00
1,850.00
1,850.00
1,850.00
24,236.95
Legal & Advisory
640.00
0.00
10,250.00
0.00
0.00
1,149.13
0.00
9,030.00
2,500.00
2,500.00
2,500.00
0.00
28,569.13
Library
0.00
205.80
90.17
0.00
0.00
0.00
0.00
0.00
0.00
0.00
500.00
0.00
795.97
Maintenance General
33,947.68
9,249.00
7,300.59
7,821.42
10,346.06
8,732.96
7,908.34
(31,550.45)
2,843.00
3,743.00
3,493.00
4,243.00
68,077.60
Maintenance Motor Vehicles
40.43
0.00
3,047.58
0.00
401.40
99.43
0.00
1,060.70
1,677.00
300.00
1,177.00
0.00
7,803.54
Makonui H2 BMP Spending
100.00
197.70
387.97
55.52
548.96
209.00
150.18
287.57
420.00
315.00
420.00
210.00
3,301.90
Makonui H2 Recreation Pupils
22.78
154.74
255.63
270.38
239.39
377.98
267.57
229.76
560.00
420.00
560.00
280.00
3,638.23
Management Allowance - Concurrence
0.00
188.19
3,324.89
1,474.24
2,634.81
1,756.54
1,756.54
1,756.54
1,908.00
1,908.00
1,908.00
1,908.00
20,523.75
Management Travel
0.00
3.48
156.28
0.00
0.00
0.00
0.00
0.00
600.00
0.00
100.00
0.00
859.76
Medical Charges
121.74
755.14
340.87
484.31
355.49
848.13
719.35
622.56
1,250.00
650.00
700.00
300.00
7,147.59
Miscellaneous Equipment (Minor value)
0.00
398.61
3,128.98
0.00
0.00
0.00
0.00
1,947.20
1,400.00
2,000.00
500.00
0.00
9,374.79
MOE Tch Sals Exp
0.00
0.00
0.00
0.00
0.00
0.00
0.00
574,956.00
0.00
0.00
0.00
0.00
574,956.00
MOE Use of Land and Buildings Expense
0.00
0.00
0.00
0.00
0.00
0.00
0.00
683,852.64
0.00
0.00
0.00
0.00
683,852.64
Nurse Contract
360.00
0.00
1,080.00
1,350.00
540.00
1,350.00
1,080.00
540.00
1,085.00
543.00
1,085.00
543.00
9,556.00
Op Expns Motor Vehicles
720.33
248.61
1,215.07
828.06
607.57
780.32
839.57
605.78
510.00
1,100.00
800.00
600.00
8,855.31
Outdoor Classroom
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
250.00
250.00
100.00
300.00
900.00
Owaka H1 BMP Spending
50.00
109.00
196.00
60.00
308.76
207.00
102.00
153.00
180.00
135.00
180.00
90.00
1,770.76
Owaka H1 Recreation Pupils
5.43
68.70
89.34
40.43
149.40
186.51
130.21
290.64
240.00
180.00
240.00
120.00
1,740.66
Photocopy Leases
1,168.30
879.52
1,031.24
950.88
1,231.03
439.76
971.29
1,537.71
730.00
850.00
1,100.00
750.00
11,639.73
Postage/Courier
0.00
0.00
0.00
0.00
358.48
0.00
31.82
530.28
0.00
450.00
0.00
0.00
1,370.58
Printing & Stationery
559.75
299.53
613.03
82.08
950.70
112.60
329.71
141.01
265.00
500.00
220.00
150.00
4,223.41
Professional Development
3,033.91
5,947.28
3,460.23
1,876.54
3,459.37
1,818.09
2,261.96
6,129.32
1,500.00
1,500.00
2,400.00
500.00
33,886.70
Professional Reading Books
(185.88)
0.00
0.00
0.00
0.00
0.00
0.00
205.84
0.00
500.00
0.00
0.00
519.96

HRC - Te Otu Matua
What it is
  HRC Te Otu Mātua is a time-limited residential intervention for rangatahi with complex
behaviours who experience neurodiverse challenges and require support at school.
  Students are between 8-15 years old (Years 3-10)
  Local learning support services have been considered or tried. However, RSS intervention is
believed to be the best way of meeting the child/young person’s needs.
  RSS: The young person does not need an intervention in the home or community

What it is not
  It is not the last option for students when nothing else has worked.
  It is not a long-term solution. It is a short-term intervention (approx. 9-12 months) to
support students to develop the skills that they need to be successful in their local school
and community.
  It is not for ‘the worst kids’ in the country.
  It is not ‘just’ a respite option for families.
  It is not related to the Youth Justice System in any way. A child must give their consent for
an application to proceed.

Considering an Application?
  Facilitate a courageous conversation with the team and ensure they know what it entails
and are clear on intended outcomes. E.g.: Specific goals and collaborative plans, regular
engagement with student and whanau during their stay at HRC (approx. monthly), willing to
support transition back to mainstream or vocational studies (16+).
  Access criteria and the application process ensure that support is accessed by young people
who are most likely to benefit from it.
  Not all applications are successful. Some will result in an RSS enrolment and others will not.
Local teams should establish a range of possible options for schooling and learning support.
  If you are considering making an application, ensure that all four RSS admission criteria are
met. If a young person’s needs indicate that a high level of specialist support is required
across home, school, and community contexts, an IWS application is indicated, not an RSS
application.