HRC
Te Otu Mātua

Principal’s Report to the Board of Trustees
25 October 2024

1

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

6
4.
Personnel

9
5.
Health and Safety

10
6.
Physical Restraints

11
7.
Stand Downs and Suspensions

14
8.
Financials

14
9.
Property and Grounds

15

10.
Risks

16
11.
Self-Review and Policy Review

16
12.
Current Rol

16

Attachments
•  Geographical Breakdown of Residential Akonga
•  Financials
•  Restraint Oversight Committee Minutes – Draft August 28
•  2025 Strategic Plan and Annual Implementation Plan – Draft
•  Consultation Letter: Mana Motuhake – Separate Governance Pathways

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

2

1. General Comment
It is Week 1 of Term 4. This is a 10-week term.

Mana Motuhake - Separate Governance Pathways Consultation
A consultation letter proposing a separate governance pathway for HRC has been circulated to our current whānau, iwi,
HRC kaiako, NZEI union, and PSA union on behalf of our presiding member. The consultation period ends on Thursday,
October 24, 2024, and a verbal update wil  be possible at the board meeting. A copy of this letter is available in the
attachments.

N4L Migration
Despite several errors by N4L during the set-up phase, we have now successful y completed the migration to the new
secure Wi-Fi system.  The last step involved N4L working with every device (including cel phones) that uses the Wi-Fi at
HRC being individual y transferred. This was quite an undertaking.

Professional Growth Cycle (PGC) Group
The principal’s PGC I am part of continues to meet on a regular basis.  The learning from the group continues to be
valuable. As well as undertaking coaching sessions to address matters arising at each school, we share professional
learnings.   Most recently we have done a deep dive on Tracey Ezard’s ‘Ferocious Warmth’ book for ‘school leaders who
inspire and transform’.  I have shared the concepts in the book with the Senior Leadership Team and chal enged each
manager to consider their strengths and shadows.

ERO Meeting
I met with ERO on 4 September. The team was positive about the progress we have made this year on the tasks in our
profile report, the ‘All About Me’ process, our annual implementation plan, and the school improvement plan.
Another meeting is scheduled for mid-November.

Hostel Licencing
The Hostel Licence renewal application was submitted in September and has been approved. The process has recently
changed; we were told this was due to the recent Abuse in Care - Royal Commission of Inquiry.
The process was much more time consuming than previously, with more extensive paperwork required and a visit from
two Ministry of Education hostel inspectors. Our next review cycle wil  be in October 2027.
They commented on the comprehensive documents we provided. Both inspectors noted the spacious, welcoming, and
calming grounds and play area.  They noted the sensory items available including the swings, trampolines, sensory rooms,
and sensory garden.  They stated that the houses are fitted out to a high standard and felt very homely. They were
extremely impressed with the calibre of the security system, especial y considering the Inquiry noting this as an excel ent
safety feature for akonga and kaiako while stil  maintaining privacy.  One of the inspectors who was from South
Canterbury asked if she was able to arrange some of the Ministry of Education learning advisors from her area to visit the
school so they wil  be better informed about the resources here and the process to follow to refer a student.
No concerns or areas for improvement were noted during the inspection.
3

2. Strategic Report
A copy of the draft 2025 Strategic Plan and Annual Implementation Plan is available in the attachments.  Last year's
strategic plan overview covered both 2024 and 2025.  As such our three core focus areas remain the same. They are: a
tailored curriculum, highly effective ways of teaching and interacting and strong relationships with tangata whenua.  As
you wil  have seen in my last report, we are on track for achieving the set task other than the academic research which
has been postponed by the board.
The focus for 2025 wil  mainly be centred around embedding and training kaiako in the new government mandated
curricula and testing which wil  be a major undertaking for every school in New Zealand.  In addition, the compulsory 3-
hours of reading, writing and mathematics becomes compulsory for specialist schools in 2025.

3. Ākonga Curriculum, Achievement, and Wel being
4

BSLA Structured Literacy
The teachers are now half-way through delivering their first module. This term a lecturer from the University of
Canterbury wil  be visiting to support the team, and I, as the BSLA facilitator, wil  be undertaking teaching observations.
This documentation is included as part of the requirements for the micro-credential they wil  obtain if they pass the
course which equates to 15 postgraduate points.  The akonga who are undertaking the course (i.e.: those reading
between the levels of Years 1 to 3) are making significant strides.

Musgroves Work Experience
Two akonga have commenced work experience one half-day per week at Musgroves. Musgroves supplies new and
recycled building materials sourced through demolition and salvage projects.  A kaiako wil  also attend with them to
provide support.

Special Olympics
After third-place success at the Special Olympics basketball in Term 3, akonga have
commenced their new Special Olympics focus for Term 4 which is pétanque and bowls.

4. Personnel
Overview of Residential Staff – Term 3, 2024
Number of
Number of ākonga
Number of
Optimal or
residential kaiako
Maximum capacity
kaiako
Reasons for kaiako resignation
resigned
12
31
One RA resigned as she has

Two pre-enrol ed
been appointed to a TA

Optimal
1
position in the Day School.
Personnel
Fol owing a campaign in August where no suitable candidates were identified to replace a teacher assistant, a second
campaign was undertaken in September. Several suitable candidates applied, and the permanent position has now been
fil ed by Bel a Archbold.  A fixed-term offer has also been made to cover a TA kaiako who has taken parental leave. A fixed
term appointment has been made to fil  the residential assistant position that Bel a has moved from.
5

Vanessa Shearer, our new executive officer, commenced at the end of Term 3, which enabled an adequate handover with
Bruce Murray prior to his retirement.
At the end of Term 3, a Te Whakarōputanga Kaitiaki Kura o Aotearoa (previously NZSTA) advisor provided support on an
employment matter.
We currently have five kaiako on ACC, which is a higher number than ever before. Two are workplace accidents, however,
none involved ākonga (see ‘accidents’ below).
Kaiako held a combined farewel  morning tea for Bruce Murray and Vicki Taylor.  You may remember Vicki resigned after
being diagnosed with a terminal il ness.  Bruce and Vicki both asked that I pass on their thanks to the board for their
leaving gifts (a pounamu and a necklace).

5. Health and Safety: 12 August 2024 – 14 October 2024

Kaiako
Behaviour
Kaiako Injury/Sick Bay Reports
Assault
1.  Ākonga bit kaiako on the wrist, leaving a smal  amount of broken skin.
The ākonga also threw a helmet at the kaiako, bruising the kaiako
thumb.
2.  Ākonga grabbed kaiako wrists, holding them tightly.
3.  Ākonga hit and pushed kaiako.
4.  Ākonga threw sticks at kaiako.
5.  Ākonga pushed kaiako into the wall.
6.  Ākonga pushed kaiako.
7.  Ākonga threw schoolbooks at kaiako.
8.  Ākonga spat, kicked, and punched kaiako.
9.  Ākonga punched kaiako in the stomach and spat in another kaiako
face.
20
10.  Ākonga hit two kaiako.
Accident/assault
11.  Ākonga punched kaiako in the stomach and arm.
involving KAIAKO
12.  Ākonga threw an Xbox control er at kaiako, hitting them on the chin.
13.  Ākonga punched kaiako in the arm.
14.  Ākonga punched kaiako.
15.  Ākonga kicked kaiako.
16.  Ākonga kicked kaiako.
17.  Ākonga threw books at kaiako and attempted to wrap wire around
kaiako neck.
18.  Ākonga hit, kicked, and punched kaiako.
19.  Ākonga hit kaiako.
20.  Ākonga threw and object at kaiako that injured her shoulder.
Accident
1.  Kaiako tripped on the playground and hit their shin into a wooden
platform with force causing swel ing and bruising.
3
2.  Kaiako slipped off the jungle gym landing on back and neck causing
neck stiffness and pain.
3.  Kaiako slipped while walking and broke foot.
Injuries requiring offsite medical attention.
2
Serious harm injuries – report to Work Safe.
0
6

Minor injury/incidents (treated onsite).
5
Physical towards kaiako causing no injury.
22

Ākonga
Behaviour
Ākonga Injury/Sick Bay Reports
Assault
1
1.  Ākonga sustained cut to knee when he had a rubbish bin thrown at him.
Accident
1.  Ākonga slipped when swinging on the monkey bars and landed hard on his
back and neck, with his head hitting the ground with some force. Ākonga was
taken to after hours for assessment.
2.  Ākonga hit his head on the corner of the table after being pushed by another
ākonga.
3.  Ākonga bruised toe when he had his feet up against the underside of the
trampoline.
Accident/assault
4.  Ākonga bruised toe during a school outing.
involving ĀKONGA
5.  Ākonga cut his finger while playing basketball.
6.  Ākonga scratched forearm while on drift-trike.
14
7.  Ākonga grazed shin when he slipped on the playground.
8.  Ākonga sustained a splinter in his hand when playing on the playground.
9.  Ākonga punched window and bruised knuckles.
10.  Ākonga fell on the rocks while on an outing and sustained medium grazes on
elbow and thigh.
11.  Ākonga flipped over handlebars of bike, winding himself.
12.  Ākonga hurt neck and head when hit in the head with a dodgebal .
13.  Ākonga fel  backwards while ski ng and hit his head.
14.  Ākonga fel  off scooter causing grazing to elbow, shoulder and hand.
Injuries requiring offsite medical attention.
1
Serious harm injuries – report to Work Safe.
0
Minor injury/incidents (treated onsite).
30
Physical towards ākonga causing no injury.
23

Behaviour/Consequence
Comment/Summary
TOTAL
Self-harm
Kicking doors with force.
1
Sexual

0
Absconding - involving Police

0
Property damage
Including damage to doors, wal s, and bike equipment.
6

Near Misses
TOTAL
Ākonga was given medication at the wrong time. A debrief meeting occurred, and to avoid future
confusion the IEPC wil  be the only one administering medication.
A young person on a skateboard ran into the front of a car while a member of kaiako was driving.
4
A large knife was left in Te Mapua’s sink after cutting a cake.
Two ākonga gained access onto the roof of the kura.
7

6. Physical Restraints
Physical Restraint Oversight Committee
The Oversight Committee met on August 28. A copy of the draft minutes is included in the attachments . The next
meeting is scheduled for November 20, 2024.
Physical Restraint Data
Al restraints at HRC are reported to the Ministry of Education and Board of Trustees.
Total
During school
Outside of
Total ākonga
Term
Ākonga enrolled
restraints
hours
school hours
restrained
Term 2, 2022
19
7
12
7
14
Term 3, 2022
21
12
9
10
16
Term 4, 2022
19
11
8
6
17
Term 1, 2023
27
16
11
6
18
Term 2, 2023
7
1
6
5
17
Term 3, 2023
4
1
3
4
16
Term 4, 2023
10
2
8
6
19
Term 1, 2024
15
1
14
7
14
Term 2, 2024
15
5
10
4
15
Term 3, 2024
16
4
12
7
14
All Ākonga Restraints Data: August 12 – October 14
Ākonga
Incident
Time of
date
incident
Type of Restraint
Length
Rationale
Reason
Physical towards
S36*
29-Aug-24
Outside of
Imminent risk to
school hours
Redirection
10 - 30
seconds
student and kaiako -
actual
self and others
S34
29-Aug-24
Outside of
Physical towards
Imminent risk to
school hours
Redirection
10 - 30
seconds
student - actual
self and others
S36
30-Aug-24
School hours
Redirection
30 seconds -
1 minute
Other
Imminent risk to
self and others
S36
1-Sep-24
Outside of
Physical towards
Imminent risk to
school hours
Redirection
10 - 30
seconds
kaiako - actual
self and others
S36
3-Sep-24
Outside of
Physical towards
Imminent risk to
school hours
Redirection
10 - 30
seconds
kaiako - actual
others
S34
5-Sep-24
Outside of
Physical towards
Imminent risk to
school hours
Redirection
Longer than
1 minute
student - actual
others
S34
5-Sep-24
Outside of
Physical towards
Imminent risk to
school hours
Seated/kneeling assist
Longer than
1 minute
student - threatened
others
Physical towards
S35
6-Sep-24
School hours
Standing assist/seated
Longer than
Imminent risk to
biceps assist
1 minute
student and kaiako -
actual
others
Physical towards
S36
9-Sep-24
School hours
Redirection
Less than 10
Imminent risk to
seconds
student and kaiako -
actual
self and others
S35
16-Sep-24
School hours
Standing assist/seated
Less than 10
Physical towards
Imminent risk to
biceps assist
seconds
student - threatened
others
8

Ākonga
Incident
Time of
date
incident
Type of Restraint
Length
Rationale
Reason
S30
16-Sep-24
Outside of
Standing assist/seated
Longer than
Physical towards
Imminent risk to
school hours
biceps assist
1 minute
kaiako - actual
others
S37*
17-Sep-24
Outside of
Physical towards
Imminent risk to
school hours
Redirection
Less than 10
seconds
kaiako - actual
others
S36
17-Sep-24
Outside of
Physical towards
Imminent risk to
school hours
Seated/kneeling assist
Longer than
1 minute
kaiako - actual
others
S38*
18-Sep-24
Outside of
Physical towards
Imminent risk to
school hours
Redirection
Less than 10
seconds
student - actual
others
Physical towards
S34
26-Sep-24
Outside of
Imminent risk to
school hours
Redirection
Less than 10
seconds
student and kaiako -
threatened
others
*= first restraint
Cumulative Restraint Data
The following chart represents the number of restraints per term by ākonga who have been restrained and who are
currently enrol ed at HRC. The data is from the starting date of the longest ākonga currently enrolled who has been
restrained (August 2023) until October 14, 2024.

The below three graphs break down the restraint data for the year until October 14, 2024, and show the restraint used
and the rationale behind each restraint.
2024 Reason for restraint - per term
Term 1 2024
Term 2 2024
Term 3 2024
Term 4 2024
12
10
8
6
4
2
0
Imminent risk to self
Imminent risk to others
Imminent risk to self and others

9

2024 Type of restraint - per term
Term 1 2024
Term 2 2024
Term 3 2024
Term 4 2024
12
10
8
6
4
2
0
Redirection
Seated/ kneeling assist Standing assist/ seated
Side floor assist
Supine floor assist
biceps assist

NB: The supine floor assist was due to the ākonga intentionally dropping to the ground during the restraint.

2024 Rationale of restraint - per term
Term 1 2024
Term 2 2024
Term 3 2024
Term 4 2024
9
8
7
6
5
4
3
2
1
0
Physical
Physical
Physical
Physical
Physical
Physical
Self-Harm
Other
towards
towards
towards
towards
towards kaiako towards kaiako
student -
student -
student and
student and
- actual
- threatened
actual
threatened kaiako - actual
kaiako -
threatened

7. Stand Downs and Suspensions
There have been no stand downs or suspensions.

10

8. Financials
The College bank balances as on 30 September 2024:
Savings on cal
$ 28,768
Education Admin
$ 678,166
Term Deposit 73
$ 500,000
Term Deposit 74
$ 700,000

Solutions and Services have applied adjustments as required by the auditor.

Revenue (Income)
Actual YTD $3,102,234 vs Budget $2,853,452 - positive variance $248,782 YTD
The ledgers reflect our operational funding drops, money received for government grants, and interest from board funds.
The income is slightly ahead of budget with adjustments in MOE grants and the back pay of money due for pay settlements
in 2023. Our final bulk funding grant has been received in early October; we have reviewed cashflow and made additional
investments of surplus cash until our next financial year.

Expenditure Areas: Variances – Actual v Budget

Administration
Actual YTD $351,233 v Budget $363,809 - Under budget 5 %
Expenditure is currently under budget by $12,575. One ledger is significantly above the expected expenditure levels - BOT
expenses - The BOT expenses wil  return to budget with Westbridge being invoiced over the holiday period for their share
of costs. General expenses, staffing expenses, and leasing costs are tracking pleasingly.

Learning & Curriculum
Actual YTD $111,021 v Budget $162,675 - Under budget 24 %
Expenditure is under budget by $ 51,653 which is mainly due to the reduced numbers of teacher aides working in our
learning environments. New staff wil  be commencing in Term 4 to reduce these gaps and maximise learning moments for
our ākonga. Many opportunities are provided for our students to experience a range of physical and outdoor activities
that support their developmental progress.
Residential Programmes
Actual YTD $2,011,877 v Budget $2,114,606 - Under budget 5%
This area of the budget is underspent by $102,758. The salary ledger shows greatest savings and offsets the higher-than-
expected expenditure in the ledger for residential relievers. Residential reliever costs show the impact of elevated level of
sick leave over the winter months, which has now settled. All other ledgers show savings that reflect the smal er than-
anticipated student numbers.
Property
Actual YTD $254,511 v Budget $311,547 - Under budget 14 %
Expenditure in this area of the budget is underspent by $57,035. The primary areas of underspending are grounds
including lawns, our energy costs, the tenanted schoolhouse, and staffing costs. Of the areas of overspending, the area of
most concern is the fire protection and alarms, which incorporates our security system. We are keeping a close eye on
this and having our contractors work on areas that are not performing as we expect.
11

Reintegration
Actual YTD $ 1,992 v Budget $ 20,859 - Under budget by 65%
This area of the budget is underspent by $18,866. The level of expenditure reflects our lower movements of students
back to school of origin (or new school) in our year to date.
Overal Comments
Overal , the actual expenditure YTD is $2,803,644 and is offset by income YTD of $3,102,234 - a current surplus of
$298,589.
This is significantly better than the approved budgeted overspend figure YTD $173,185; and reflects greater than
expected income, combined with prudent expenditure that has less pressure points with our smal er than expected
student numbers on site.
We are tracking wel at the end of Term 3 for a solid financial year result.

9. Property and Grounds
The grounds are looking good with our increasing sunshine and regular rain causing significant growth in the lawns and
plantings, so normal pruning and general tree and garden tidying are in full swing. This creates, as expected, a high
workload for our caretaker until the end of the year.
Maintenance in the school and houses is up to date. We have been able (over the October holidays) to attend to minor
repairs and maintenance within the school and houses.
Our arborists have assessed a tree showing signs of rot (and worrying leaning) and given us options. We have chosen to
have this removed for safety reasons.
The 5YA work on the roofs, gutters, downpipes, some windows, and HVAC lagging has progressed – we have one contract
now signed and are hopeful of having another contract confirmed and in place for the work to occur over the upcoming
summer holiday period.
At the end of September, there were no outstanding work required notices.
I have enjoyed my start at Te Otu Mātua HRC and have had a good handover with Bruce Murray, as he heads off to a
great life balance! I look forward to contributing to the ongoing success of this very special school.
- Vanessa Shearer

12

10. Risks
The fol owing current risks have been identified:
Brief Statement
Risk
Area
Mitigation of Risk(s)
of Risk
Rating
This has been raised with Luke Badger in national office.
Consider seeking a meeting with the Minister to discuss
enrolment issues. Commence discussions with the MoE on
Student numbers are sitting
Low
picking up the piece work the previous Minister postponed
at around 11-13.
Student
Medium  while considering RSS closures.
Numbers
Whare Owaka (for girls) is
(=)
Seek to attend the next RTLB conference and have a stall,
currently closed.
as have done previously, or do a presentation.
Consider changing the school’s name and removing the
word residential.
The lack of clarity around
Ongoing meetings and communication with MoE.
funding is ongoing and has
been since 2014.
We need to work closely with the MoE to ensure ‘per
Medium  house’ funding, not ‘per ākonga’.
Funding
The current budget is not
sufficient for 32 ākonga.
(=)
Met with the Associate Minister of Education Hon Jan
Operating four houses for 24
Tinetti in 2021 and raised concerns. A subsequent meeting
ākonga creates a $500k plus
was held with the MoE in June 2024 at WRS. Dialogue
deficit.
continues.

11. Self-Review and Policy Review
As part of ongoing internal reviews and the Hostel Licence renewal process, updates have been made to the fol owing
procedures and operational guidelines: Medication Procedure, Child Protection Procedure, Business as Usual Guidelines,
and the Health and Safety Emergency Plan.

12. Current Rol  as of 14 October 2024
During this period, HRC had a total of 14 ākonga enrolled at HRC Te Otu Mātua. This number included two ākonga who
transitioned out as planned during Term 3 (27 August and 27 September).
Three ākonga enrolled this term (22 August, 4 September, 19 September).
We currently have 12 ākonga on our residential roll: all male. Three have entered via the IWS pathway.
There are two ākonga pre-enrol ed; a male from the IWS pathway, and a male from the RSS pathway.
The ākonga roll and a geographical breakdown are included in the attachments.
HRC Ākonga
Residential
Referrer
Total Ākonga
Ākonga
Residential
RSS
9
Ākonga
Residential
IWS
3

12
13

Pre-enrol Ākonga
Residential
Referrer
Total Ākonga
Pre-enrol Ākonga
Residential
RSS
1
Pre-enrol Ākonga
Residential
IWS
1

2

14

Attachments

15

Geographical Breakdown of Residential Ākonga
NORTHLAND:
AUCKLAND:
WAIKATO:
HAWKES BAY:
WELLINGTON:
WEST COAST:
CANTERBURY:
OTAGO:

16

Profit and Loss
Halswell Residential College
For the year ended 31 December 2024
Jan 2024 -
Feb 2024 -
Mar 2024 - Apr 2024 -
May 2024 - Jun 2024 -
Jul 2024 -
Aug 2024 - Sep 2024 -
Account
Actual
Actual
Actual
Actual
Actual
Actual
Actual
Actual
Actual
Trading Income
BOT Expenses Grant
612.75
612.75
612.75
612.75
612.75
612.75
612.75
612.75
612.75
Income Other
1,623.54
300.44
20.00
100.00
848.99
8,599.96
5,056.16
6,631.45
3,185.70
Interest Income
4,491.46
2,124.85
1,542.68
16,396.39
2,316.82
1,371.64
15,811.64
3,253.37
2,659.08
MOE Bulk Grant Operational Funding
37,835.16
37,835.16
37,939.48
37,336.34
37,232.02 37,232.02
37,235.02
37,235.02
37,235.02
MOE Bulk Grant Residential
198,719.58
198,719.58
198,719.58 198,719.58
198,719.58 198,719.58
198,719.58 198,719.58
198,719.58
MOE Interim Grant
53,642.67
53,642.67
53,642.67
53,642.67
53,642.67 53,642.67
53,642.67
53,642.67
53,642.67
MOE other Income
500.00
143.35
157.50
0.00
640.00 11,917.06
4,783.30
4,442.00
5,466.88
MOE Teacher Salaries Grant
71,870.00
71,870.00
71,870.00
71,870.00
71,870.00 71,870.00
71,870.00
71,870.00
71,870.00
MOE Use of Land & Buildings Grant
85,482.00
85,482.00
85,482.00
85,482.00
85,482.00 85,482.00
85,482.00
85,482.00
85,482.00
Non-teach support funding
21,391.83
18,930.39
18,930.39
20,288.91
20,288.91 20,288.91
68,437.68
68,437.68
68,437.68
Phones & Postage
1,837.83
1,837.83
1,837.83
1,837.83
1,837.83
1,837.83
1,837.83
1,837.83
1,837.83
Principal PD & Wellness Funding
0.00
0.00
0.00
6,000.00
0.00
0.00
0.00
0.00
0.00
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
Reintegration Services - MOE
2,943.00
2,943.00
2,943.00
2,943.00
2,943.00
2,943.00
2,943.00
2,943.00
2,943.00
Total Trading Income
481,949.82
475,442.02
474,697.88 496,229.47
477,934.57 495,517.42
547,431.63 536,107.35
533,092.19
Gross Profit
481,949.82
475,442.02
474,697.88 496,229.47
477,934.57 495,517.42
547,431.63 536,107.35
533,092.19
Operating Expenses
ACC Levies
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
8,228.67
Accounting Costs
955.00
955.00
955.00
955.00
955.00
955.00
955.00
955.00
967.00
Admin General
2,839.61
601.61
729.24
313.73
2,226.50
371.61
1.03
1,164.61
1,198.61
Admin Salaries
20,855.73
23,115.66
23,984.86
34,831.29
24,079.54 23,984.85
22,420.30
23,859.60
24,512.67
Asset Disposals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
(3,800.00)
0.00
Audit Fees
0.00
0.00
0.00
0.00
0.00
6,785.00
0.00
0.00
0.00
Board Funded HDA Wages
1,208.22
1,208.22
1,198.63
1,812.33
1,409.59
1,965.75
1,486.30
1,396.58
1,327.46
BOT Travel/Reimbursement
0.00
4,530.13
7,426.20
2,222.90
2,763.50
5,601.71
5,231.94
462.58
3,578.15
Catering
0.00
10,289.53
8,045.42
8,359.56
9,816.73
9,900.15
6,635.79
9,778.28
11,009.09
Cleaning
165.22
1,207.01
464.72
382.06
634.52
1,310.75
341.05
481.00
859.60
Computer Equipment (Minor value)
0.00
1,739.60
0.00
152.90
58.55
944.19
0.00
(100.90)
896.42
Computer Support
359.61
509.49
441.46
360.78
361.17
567.74
466.79
519.31
604.68
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
9,000.00
Energy
4,404.00
2,795.73
5,457.61
6,272.77
6,333.31 11,209.92
10,275.01
8,325.72
10,542.17
Fire Protection/Alarms
55.46
2,823.05
1,933.96
4,786.84
4,489.47
1,775.94
2,691.14
2,755.94
979.34
Furniture and Fittings (Minor value)
0.00
420.00
1,056.52
0.00
0.00
0.00
0.00
4,231.31
0.00
General Expenses School
105.57
405.25
1,200.93
429.48
2,454.12
1,408.15
785.60
1,298.97
1,796.99
Grounds
0.00
0.00
0.00
2,815.00
0.00
0.00
0.00
0.00
80.43
Health & Safety Equipment
0.00
(202.64)
60.78
207.50
0.00
190.30
38.25
0.00
0.00
House Requisites
0.00
144.61
274.61
0.00
613.74
60.00
32.14
101.22
181.59
Huritini - BMP Spending
100.00
26.00
108.00
37.50
68.00
80.41
57.26
110.17
88.91
Huritini - Recreation Pupils
0.00
19.09
106.18
55.63
79.96
187.16
89.82
54.16
281.44
Insurance Vehicles/Accident Costs
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Insurances Risk Management
0.00
0.00
104.32
104.32
0.00
0.00
0.00
3.31
0.00
KiwiSport
0.00
200.00
0.00
0.00
77.00
0.00
0.00
0.00
52.00
Laptop Lease Costs
58.89
0.00
750.14
58.89
0.00
750.14
58.89
0.00
750.14
Legal & Advisory
0.00
2,060.95
8,980.00
0.00
0.00
632.61
0.00
0.00
0.00
Library
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Maintenance General
153.88
4,666.60
4,215.74
3,145.87
8,415.44
1,173.28
3,743.79
1,952.95
2,374.11
Maintenance Motor Vehicles
0.00
1,835.63
1,233.15
251.19
181.12
403.75
0.00
1,171.31
1,110.00
Makonui H2 BMP Spending
150.00
98.00
144.35
63.50
68.00
80.00
25.00
101.46
111.48
Makonui H2 Recreation Pupils
0.00
55.00
135.75
98.24
140.67
232.37
91.56
83.42
186.58
Management Allowance - Concurrence
(632.88)
1,864.72
1,864.72
2,797.08
1,864.72
1,864.72
1,904.53
1,917.80
1,917.80
Management Travel
0.00
0.00
0.00
0.00
0.00
56.52
0.00
56.52
402.14
Medical Charges
0.00
509.01
372.99
199.22
526.14
1,034.92
335.51
182.18
696.95
Miscellaneous Equipment (Minor value
0.00
0.00
1,098.13
0.00
0.00
0.00
0.00
685.18
0.00
MOE Tch Sals Exp
71,870.00
71,870.00
71,870.00
71,870.00
71,870.00 71,870.00
71,870.00
71,870.00
71,870.00
MOE Use of Land and Buildings Expen
85,482.00
85,482.00
85,482.00
85,482.00
85,482.00 85,482.00
85,482.00
85,482.00
85,482.00
Nurse Contract
0.00
0.00
973.91
821.74
0.00
2,358.26
897.83
0.00
0.00
Op Expns Motor Vehicles
715.51
564.94
777.87
1,029.21
1,312.73
762.07
1,034.61
578.31
665.46
Outdoor Classroom
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Owaka H1 BMP Spending
50.00
29.00
16.00
0.00
22.00
8.00
8.20
0.00
0.00
Owaka H1 Recreation Pupils
0.00
0.00
53.53
13.06
3.30
34.09
30.73
0.00
0.00
Photocopy Leases
439.76
1,220.75
439.76
1,455.91
1,258.39
439.76
1,267.16
354.75
746.52
Postage/Courier
0.00
4.78
4.78
169.12
222.21
106.09
57.39
106.62
0.00
Principal PD & Wellness Fund - MOE
0.00
1,290.43
0.00
0.00
1,290.43
0.00
0.00
1,290.43
0.00
Printing & Stationery
0.00
456.87
255.60
209.79
775.63
60.92
220.06
228.48
332.09
Professional Development
0.00
2,946.08
0.00
1,041.30
2,523.61
3,593.05
3,355.35
2,821.75
0.00
Professional Reading Books
0.00
0.00
0.00
0.00
360.95
33.87
0.00
0.00
121.56
Property Personnel
7,358.25
8,764.28
6,599.14
12,362.58
7,555.89
8,741.78
8,929.55
4,788.80
4,788.80
Prov Retirement Leave
763.34
763.34
763.34
763.34
763.34
763.34
763.34
0.00
0.00
Provision for Painting
0.00
9,000.00
10,000.00
0.00
5,000.00
0.00
0.00
5,000.00
0.00
Pupil Expenses
9.00
282.07
195.74
2,628.49
103.43
200.43
527.35
671.66
1,572.19
Rates
0.00
7,155.19
0.00
7,155.21
0.00
0.00
7,509.40
0.00
0.00
Recruitment
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Residential Relievers Salary
773.03
1,891.89
9,339.80
7,890.41
5,535.02
9,361.60
2,440.98
1,224.15
2,336.81
Residential Staff Wages and Salary
174,430.08
172,063.02
170,142.35 256,370.08
175,728.00 177,631.73
195,820.06 178,774.44
175,330.15
School House Expenses
0.00
0.00
110.99
0.00
0.00
0.00
0.00
0.00
0.00
Staff Supervision / EAP
0.00
399.99
347.83
113.04
195.00
113.04
113.04
113.04
113.04
Star Courses
0.00
20.87
0.00
0.00
485.00
0.00
485.00
0.00
0.00
Stationery School
0.00
0.00
20.88
317.11
173.59
51.21
94.95
18.61
0.00
Student Co-ord, Cook, Laundry
14,132.86
14,735.28
14,936.08
22,404.12
14,936.08 14,936.08
13,932.05
14,936.08
15,152.20
Student Travel
0.00
1,289.93
1,888.81
14,175.76
1,970.85
1,613.36
6,133.36
2,553.81
5,117.73
Tauawa BMP Spending
100.00
46.00
22.09
19.00
132.57
81.09
53.00
141.22
82.02
Tauawa Recreation Pupils
0.00
52.14
91.57
191.04
194.53
201.33
20.59
231.36
209.16
Teacher Aides Wages
0.00
4,917.90
12,484.25
10,692.88
8,486.44
9,194.55
5,302.38
11,145.10
12,829.20
Telephone Tolls/Rental
470.41
488.31
561.63
441.38
571.59
475.92
564.66
569.19
675.28
Transition Communication
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Transition Family Costs
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Transition reintegration costs
0.00
0.00
0.00
10.00
1,357.73
624.52
0.00
0.00
0.00
Transition Travel
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Travel Assistance
0.00
88.86
199.77
253.02
157.35
187.32
126.81
111.84
148.68
Vandalism
0.00
1,285.00
185.00
0.00
273.43
220.00
2,839.88
111.61
0.00
Total Operating Expenses
395,372.55
456,986.17
468,106.13 576,593.17
464,357.88 472,672.35
475,546.43 448,870.93
461,307.31
Net Profit
86,577.27
18,455.85
6,591.75 (80,363.70)
13,576.69 22,845.07
71,885.20
87,236.42
71,784.88

YEAR TO DATE EXPENDITURE 2023 - BUDGET v ACTUAL
$7,000,000
$6,000,000
$5,000,000
$4,000,000
TLE
TIIS
AX
$3,000,000
$2,000,000
$1,000,000
$0
January
February
March
April
May
June
July
August
September
October
November
December
Budget
$434,916
$941,056
$1,416,554
$2,006,864
$2,492,002
$2,980,847
$3,448,469
$3,935,956
$4,432,334
$5,042,487
$5,526,137
$6,005,869
Actual
$395,373
$853,068
$1,321,174
$1,897,768
$2,362,125
$2,834,798
$3,297,018
$3,749,689
$4,209,996
Break Even
$472,935
$952,470
$1,425,405
$1,898,340
$2,377,875
$2,850,810
$3,323,745
$3,796,680
$4,269,615
$4,742,550
$5,215,485
$5,688,420

y
Jan 2024
Feb 2024
Feb 2024
Mar 2024
Mar 2024
Apr 2024
Apr 2024   May 2024   May 2024
Jun 2024
Jun 2024
Jul 2024
Jul 2024
Aug 2024
Aug 2024
Sep 2024
Sep 2024
Budget v
Oct 2024
2024 Budget v Actual Monthly Costs
Jan 2024
Nov 2024
Dec 2024
Forecast
Approved
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Actual
Budget
Budget
Budget
2024 Position  2024 Budget
Revenue
10001 Bulk Grant Operational Funding
-$37,395.59
-$37,835.16
-$37,395.59
-$37,835
-$37,396 -$ 37,
  939
-$37,395.59 -$ 37,
  336
-$37,395.59 -$ 37,
  232
-$37,395.59
-$37,232
-$37,395.59 -$ 37,
  235
-$37,396.00 -$   37,
  235.02
-$37,396.00
-$37,235
-$160.98 -$37,396.00 -$37,396.00 -$37,391.00 -$   449,

298
-$448,744
10002 Bulk Grant Residential
-$198,720 -$198,719.58
-$198,720
-$198,720
-$198,720 -$ 198,

720
-$198,720 -$ 198,

720
-$198,720 -$ 198,

720
-$198,720 -$198,720
-$198,720 -$ 198,

720
-$198,720 -$   198,

719.58
-$198,720
-$198,720
$0.00
-$198,720
-$198,720
-$198,715 -$ 2,
  384,630
-$2,384,630
10014 Non-teach Support for CA funding
-$18,932
-$21,391.83
-$18,932
-$18,930
-$18,932 -$ 18,
  930
-$18,932 -$ 20,
  289
-$18,932 -$ 20,
  289
-$18,932
-$20,289
-$18,932 -$ 68,
  438
-$18,932 -$   68,
  437.68
-$18,932
-$68,438
$49,505.38
-$18,932
-$18,932
-$18,936 -$   382,

233
-$227,191
10003 Phones & Postage
-$1,838
-$1,837.83
-$1,838
-$1,838
-$1,838 -$ 1,
  838
-$1,838 -$ 1,
  838
-$1,838 -$ 1,
  838
-$1,838
-$1,838
-$1,838 -$ 1,
  838
-$1,838 -$   1,
  837.83
-$1,838
-$1,838
$0.00
-$1,838
-$1,838
-$1,836 -$   22,
  052
-$22,052
10004 BOT Expenses Grant
-$613
-$612.75
-$613
-$613
-$613 -
613
$
-$613 -
613
$
-$613 -$   613

-$613
-$613
-$613 -
613
$
-$613 -$    612.

75
-$613
-$613
$0.00
-$613
-$613
-$610 -$   7,
  350
-$7,350
10005 Teacher Salaries Grant
-$71,870
-$71,870.00
-$71,870
-$71,870
-$71,870 -$ 71,
  870
-$71,870 -$ 71,
  870
-$71,870 -$ 71,
  870
-$71,870
-$71,870
-$71,870 -$ 71,
  870
-$71,870 -$   71,
  870.00
-$71,870
-$71,870
$0.50
-$71,870
-$71,870
-$71,864 -$   862,

433
-$862,429
10006 Use of Land & Buildings Grant
-$85,482
-$85,482.00
-$85,482
-$85,482
-$85,482 -$ 85,
  482
-$85,482 -$ 85,
  482
-$85,482 -$ 85,
  482
-$85,482
-$85,482
-$85,482 -$ 85,
  482
-$85,482 -$   85,
  482.00
-$85,482
-$85,482
$0.42
-$85,482
-$85,482
-$85,477 -$ 1,
  025,778
-$1,025,774
10013 Principal Professional Development and Wel ness Fund
-$500
-$500
-$500
-$500 -$ 6,
  000
-$500
-$500
-$500
-$500
-$500
-$500.00
-$500
-$500
-$500 -$   7,
  500
-$6,000
10007 Interim Residential Grant
-$53,643
-$53,642.67
-$53,643
-$53,643
-$53,643 -$ 53,
  643
-$53,643 -$ 53,
  643
-$53,643 -$ 53,
  643
-$53,643
-$53,643
-$53,643 -$ 53,
  643
-$53,643 -$   53,
  642.67
-$53,643
-$53,643
$0.01
-$53,643
-$53,643
-$53,639 -$   643,

708
-$643,708
10100 MOE other income
-$ 4,
  442
-$   4,
  442.00
-$5,467
$5,466.88
-$   14,
  351
$0
10008 BOT Interest
-$4,491.46
-$2,125
-$ 1,
  543
-$ 16,
  396
-$ 2,
  317
-$1,372
-$ 15,
  812
-$   3,
  253.37
-$2,659
$2,659.08
-$   49,
  968
$0
10012 Reintegration Services
-$2,943
-$2,943.00
-$2,943
-$2,943
-$2,943 -$ 2,
  943
-$2,943 -$ 2,
  943
-$2,943 -$ 2,
  943
-$2,943
-$2,943
-$2,943 -$ 2,
  943
-$2,943 -$   2,
  943.00
-$2,943
-$2,943
$0.00
-$2,943
-$2,943
-$2,943 -$   35,
  316
-$35,316
10009 O.R.S.Income
-$6,600
-$6,600
$0.00
-
$
-$13,200
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
-$1,000
-$1,000
$0.00
-$1,000
-$1,000
-$1,000 -$   12,
  500
-$12,000
10011 Income Other
-$2,123.54
-$465
-
178
$
-
100
$
-$ 1,
  489
-$20,517
-$ 5,
  397
-$   10,
  431.45
-$3,186
$3,185.70
-$   43,
  887
$0
Total Revenue
-$472,935 -$481,949.82
-$479,535 -$475,463.52
-$472,935 -$ 474,

698
-$472,935 -$ 496,

229
-$479,535 -$ 477,

935
-$472,935 -$495,517
-$472,935 -$ 547,

432
-$472,935 -$   539,

907.35
-$472,935
-$533,092 $   60,
  156.99
-$472,935
-$472,935
-$472,911 -$ 5,
  941,005
-$5,688,395
Expenditure
Administration

ACC
12010 ACC Levies
$10,115
$8,229
$1,886.16
$   8,
  229
$10,115
Total ACC Levy
$0
$0
$0
$0
$0 $    -
$0 $    -
$0
-
$
$0
$0
$0 $    -
$0 $   -
$10,115
$8,229 $   1,
  886.16
$0
$0
$0 $   8,
  229
$10,115
Accounting Costs
12020 Accounting Costs
$2,505
$955
$955
$955
$955
955
$
$955
955
$
$955 $   955

$955
$955
$955
955
$
$955 $    955.

00
$955
$967
-$12.00
$955
$955
$955 $   11,
  472
$13,010
Total Accounting Costs
$2,505
$955
$955
$955
$955
955
$
$955
955
$
$955 $   955

$955
$955
$955
955
$
$955 $    955.

00
$955
$967 -$    12.
  00
$955
$955
$955 $   11,
  472
$13,010
Audit Fees
12030 Audit Fees
$6,875
$6,785
$0.00
$   6,
  785
$6,875
Total Audit Fees
$0
$0
$0
$0
$0 $    -
$0 $    -
$0
-
$
$6,875
$6,785
$0 $    -
$0 $   -
$0
$0 $   -
$0
$0
$0 $   6,
  785
$6,875
Board of Trustee Expenses
12040 BOT Attendance Fees
$0.00
-
$
12041 BOT Travel/Reimbursement
$4,530
$ 7,
  426
$ 2,
  223
$ 2,
  764
$5,602
$ 5,
  232
$    462.

58
$3,578
-$3,578.15
$10,465
$19,535 $   61,
  817
$30,000
Total Board of Trustee Expenses
$0
$0
$0
$4,530
$0 $ 7,
  426
$0 $ 2,
  223
$0 $ 2,
  764
$0
$5,602
$0 $ 5,
  232
$0 $    462.

58
$0
$3,578 -$   3,
  578.15
$10,465
$0
$19,535 $   61,
  817
$30,000
Communication Costs
12050 Telephone Tolls/Rental
$547
$470
$627
$488
$547
562
$
$627
441
$
$547 $   572

$627
$476
$547
565
$
$627 $    569.

19
$547
$675
-$127.98
$627
$547
$629 $   6,
  622
$7,049
12051 Internet
$0.00
-
$
$0
12052 Postage/Courier
$200
$5
5
$
169
$
$450 $   222

$106
57
$
$    106.

62
$0.00
$450
$   1,
  121
$1,100
Total Communication Costs
$547
$470
$827
$493
$547
566
$
$627
611
$
$997 $   794

$627
$582
$547
622
$
$627 $    675.

81
$547
$675 -$    127.

98
$1,077
$547
$629 $   7,
  743
$8,149
Comsumables Costs
12060 Printing & Stationery
$210
$270
$457
$220
256
$
$500
210
$
$700 $   776

$150
$61
$285
220
$
$500 $    228.

48
$265
$332
-$67.09
$500
$220
$150 $   3,
  409
$3,970
12061 Computer Support
$285
$360
$1,135
$509
$515
441
$
$325
361
$
$820 $   361

$905
$568
$935
467
$
$485 $    519.

31
$935
$605
$330.32
$785
$335
$485 $   5,
  796
$7,945
Total Consumables Costs
$495
$360
$1,405
$966
$735
697
$
$825
571
$
$1,520 $ 1,
  137
$1,055
$629
$1,220
687
$
$985 $    747.

79
$1,200
$937 $    263.

23
$1,285
$555
$635 $   9,
  205
$11,915
General
12070 Medical Charges
$300
$877
$509
$341
373
$
$484
199
$
$355 $   526

$848
$1,035
$719
336
$
$623 $    182.

18
$598
$697
-$98.95
$313
$300
$300 $   4,
  770
$6,058
12042 Legal & Advisory
$5,000
$2,061
$ 8,
  980
$2,500
$2,500
$633
$2,500
$2,500
$2,500
$2,500.00
$5,000
$2,500 $   19,
  174
$25,000
12071 Management Travel
$600
$100
$57
$600
$    56.
  52
$600
$402
$197.86
$100
$ 615

$2,000
12072 Admin General
$378
$2,840
$435
$602
$2,633
729
$
$453
314
$
$434 $ 2,
  227
$438
$372
$438
1
$
$428 $   1,
  164.61
$453
$1,199
-$746.00
$478
$453
$454 $   10,
  831
$7,471
12073 Management Al owance
$1,908
-$633
$1,908
$1,865
$1,908 $ 1,
  865
$1,908 $ 2,
  797
$1,908 $ 1,
  865
$1,908
$1,865
$1,908 $ 1,
  905
$1,908 $   1,
  917.80
$1,908
$1,918
-$9.65
$1,908
$1,908
$1,910 $   21,
  090
$22,900
Total General
$2,586
$2,207
$8,820
$5,036
$4,882 $ 11,
  947
$2,845 $ 3,
  310
$5,297 $ 4,
  617
$5,694
$3,960
$6,165 $ 2,
  241
$5,459 $   3,
  321.11
$6,059
$4,216 $   1,
  843.26
$2,699
$7,761
$5,164 $   56,
  479
$63,428.36
Operational Leases
12080 Photocopy Leases
$1,170
$440
$880
$1,221
$1,030
440
$
$955 $ 1,
  456
$1,230 $ 1,
  258
$450
$440
$970 $ 1,
  267
$1,540 $    354.

75
$720
$747
-$26.52
$1,600
$450
$750 $   10,
  423
$11,745
Total Operational Leases
$1,170
$440
$880
$1,221
$1,030
440
$
$955 $ 1,
  456
$1,230 $ 1,
  258
$450
$440
$970 $ 1,
  267
$1,540 $    354.

75
$720
$747 -$    26.
  52
$1,600
$450
$750 $   10,
  423
$11,745

y
Jan 2024
Feb 2024
Feb 2024
Mar 2024
Mar 2024
Apr 2024
Apr 2024   May 2024   May 2024
Jun 2024
Jun 2024
Jul 2024
Jul 2024
Aug 2024
Aug 2024
Sep 2024
Sep 2024
Budget v
Oct 2024
2024 Budget v Actual Monthly Costs
Jan 2024
Nov 2024
Dec 2024
Forecast
Approved
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Budget
Actual
Actual
Budget
Budget
Budget
2024 Position  2024 Budget
Learning Resources
Learning and Curriculum
Personnel
13001 Teacher Aides
$12,343
$12,343
$4,918
$12,343 $ 12,
  484
$18,515 $ 10,
  693
$12,343 $ 8,
  486
$12,343
$9,195
$12,343 $ 5,
  302
$12,343 $   11,
  145.10
$12,343
$12,829
-$486.10
$18,515
$12,343
$12,345 $   118,

255
$160,462
13015 MOE Funded Teacher Salaries
$71,870
$71,870
$71,870
$71,870
$71,870 $ 71,
  870
$71,870 $ 71,
  870
$71,870 $ 71,
  870
$71,870
$71,870
$71,870 $ 71,
  870
$71,870 $   71,
  870.00
$71,870
$71,870
-$0.50
$71,870
$71,870
$71,864 $   862,

433
$862,429
13005 Specialist Therapists - SLT, OT
$0.00
-
$
$0
13006 Psychologist
$0.00
-
$
$0
Total Personnel
$84,213
$71,870
$84,213
$76,788
$84,213 $ 84,
  354
$90,384 $ 82,
  563
$84,213 $ 80,
  356
$84,213
$81,065
$84,213 $ 77,
  172
$84,213 $   83,
  015.10
$84,213
$84,699 -$    486.

60
$90,384
$84,213
$84,209 $   980,

688
$1,022,890.70
Professional Development
13010 Professional Development
$210
$2,946
$1,610
$1,000 $ 1,
  041
$3,810 $ 2,
  524
$1,710
$3,593
$1,080 $ 3,
  355
$210 $   2,
  821.75
$810
$810.00
$1,580
$210
$160 $   18,
  231
$12,390
13003 Principal Professional Development and Wel ness Fund
$500
$500
$1,290
$500
$500
$500 $ 1,
  290
$500
$500
$500 $   1,
  290.43
$500
$500.00
$500
$500
$500 $   5,
  371
$6,000
13011 Staff Supervision / EAP
$580
$400
$580
348
$
$580
113
$
$580 $   195

$580
$113
$580
113
$
$580 $    113.

04
$580
$113
$466.96
$580
$580
$580 $   3,
  248
$6,380
Total Professional Development
$500
$0
$1,290
$4,637
$2,690
348
$
$2,080 $ 1,
  154
$4,890 $ 4,
  009
$2,790
$3,706
$2,160 $ 3,
  468
$1,290 $   4,
  225.22
$1,890
$113 $   1,
  776.96
$2,660
$1,290
$1,240 $   26,
  850
$24,770
General Expenses
13020 Stationery School
$200
$230
$150
21
$
$250
317
$
$220 $   174

$650
$51
$380
95
$
$350 $    18.
  61
$430
$430.00
$280
$330
$200 $   1,
  486
$3,670
13021 Laptop Lease Costs
$59
$59
$750
750
$
$59
59
$
$750
$750
$59
59
$
$750
$750
$0.00
$59
$750 $   3,
  236
$3,236
Total General Expenses
$259
$59
$230
$0
$900
771
$
$309
376
$
$220 $   174

$1,400
$801
$439
154
$
$350 $    18.
  61
$1,180
$750 $    430.

00
$339
$330
$950 $   4,
  722
$6,906
Curriculum
13030 Outdoor Classroom
$250
$200
$100
$150
$0.00
$250
$300 $ 550

$1,250
13031 Kawatea
$0.00
-
$
$0
13036 Maori Language
$0.00
-
$
$0
13032 KiwiSport
$200
$913
$913 $   77

$913
$913
$52
$861.00
$ 329

$3,652
13033 General Expenses School
$250
$106
$600
$405
$1,827 $ 1,
  201
$650
429
$
$1,850 $ 2,
  454
$1,300
$1,408
$720
786
$
$2,000 $   1,
  298.97
$3,600
$1,797
$1,803.01
$1,100
$2,500
$1,136 $   14,
  621
$17,533
13034 Star Courses
$21
$600
$600 $   485

$600
485
$
$600
$600.00
$200
$   1,
  191
$2,600
13035 Library
$500
$500
$0.00
$500
$ 500

$1,500
Total Curriculum
$250
$106
$850
$626
$3,840 $ 1,
  201
$850
429
$
$3,363 $ 3,
  016
$1,900
$1,408
$2,233 $ 1,
  271
$2,150 $   1,
  298.97
$5,113
$1,849 $   3,
  264.01
$1,350
$3,200
$1,436 $   17,
  191
$26,535
Total Learning Resources
$85,221
$72,034
$86,583
$82,051
$91,643 $ 86,
  674
$93,623 $ 84,
  523
$92,686 $ 87,
  555
$90,303
$86,980
$89,044 $ 82,
  065
$88,003 $   88,
  557.90
$92,396
$87,411 $   4,
  984.37
$94,733
$89,033
$87,835 $ 1,
  029,452
$1,081,102
Residential Programmes
Ancillary
13040 House Requisites
$100
$160
$145
$210
275
$
$200
$250 $   614

$250
$60
$100
32
$
$150 $    101.

22
$174
$182
-$7.59
$106
$150
$150 $   1,
  814
$2,000
13041 Catering
$11,006
$10,290
$11,765 $ 8,
  045
$5,313 $ 8,
  360
$11,765 $ 9,
  817
$11,385
$9,900
$5,693 $ 6,
  636
$11,765 $   9,
  778.28
$10,247
$11,009
-$762.59
$7,211
$11,385
$7,211 $   99,
  641
$104,742
Total Ancillary
$100
$0
$11,166
$10,434
$11,975 $ 8,
  320
$5,513 $ 8,
  360
$12,015 $ 10,
  430
$11,635
$9,960
$5,793 $ 6,
  668
$11,915 $   9,
  879.50
$10,421
$11,191 -$    770.

18
$7,317
$11,535
$7,361 $   101,

454
$106,742
Vehicles
13050 Op Expns Motor Vehicles
$400
$716
$255
$565
$2,002
778
$
$830 $ 1,
  029
$395 $ 1,
  313
$1,552
$762
$845 $ 1,
  035
$610 $    578.

31
$1,277
$665
$611.54
$1,717
$955
$600 $   10,
  713
$11,438
13051 Maintenance Motor Vehicles
$41
$3,050
$1,836
$ 1,
  233
$402
251
$
$   181

$100
$404
$1,100 $   1,
  171.31
$1,580
$1,110
$470.00
$500
$   6,
  686
$6,773
12101 Insurance/Accident costs
$10,400
$500
$0.00
$500
$ 500

$11,400
Total Vehicles
$441
$716
$13,705
$2,401
$2,002 $ 2,
  011
$1,232 $ 1,
  280
$395 $ 1,
  494
$2,152
$1,166
$845 $ 1,
  035
$1,710 $   1,
  749.62
$2,857
$1,775 $   1,
  081.54
$1,717
$1,955
$600 $   17,
  899
$29,611
Residential Costs
13060 Owaka H1 BMP Spending
$45
$50
$180
$29
$180
16
$
$135
13
$
$180 $   22

$180
$8
$135
8
$
$180
$180
$180.00
$135
$180
$90 $ 551

$1,800
13062 Owaka H1 Recreation Pupils
$60
$240
$240
54
$
$180
$240 $   3
$240
$34
$180
31
$
$240
$240
$240.00
$180
$240
$120 $ 662

$2,400
13063 Makonui H2 BMP Spending
$105
$150
$420
$98
$420
144
$
$315
64
$
$420 $   68

$420
$80
$315
25
$
$420 $    101.

46
$420
$111
$308.52
$315
$420
$210 $   1,
  787
$4,200
13065 Makonui H2 Recreation Pupils
$140
$560
$55
$560
136
$
$420
98
$
$560 $   141

$560
$232
$420
92
$
$560 $    83.
  42
$560
$187
$373.42
$420
$560
$280 $   2,
  284
$5,600
13066 Huritini H3 BMP Spending
$105
$100
$420
$26
$420
108
$
$315
38
$
$420 $   68

$420
$80
$315
57
$
$420 $    110.

17
$420
$89
$331.09
$315
$420
$210 $   1,
  621
$4,200
13068 Huritini H3 Recreation Pupils
$140
$560
$19
$560
106
$
$420
56
$
$560 $   80

$560
$187
$420
90
$
$560 $    54.
  16
$560
$281
$278.56
$420
$560
$280 $   2,
  133
$5,600
13066 Tauawa H4 BMP Spending
$105
$100
$420
$46
$420
22
$
$315
19
$
$420 $   133

$420
$81
$315
53
$
$420 $    141.

22
$420
$82
$337.98
$315
$420
$210 $   1,
  622
$4,200
13068 Tauawa H4 Recreation Pupils
$140
$560
$52
$560
92
$
$420
191
$
$560 $   195

$560
$201
$420
21
$
$560 $    231.

36
$560
$209
$350.84
$420
$560
$280 $   2,
  452
$5,600
13067 Student Expenses
$200
$9
$1,450
$282
$750
196
$
$550 $ 2,
  628
$750 $   103

$500
$200
$500
527
$
$1,250 $    671.

66
$1,250
$1,572
-$322.19
$750
$1,250
$500 $   8,
  690
$9,700
13070 Student Travel
$460
$1,141
$1,290
$1,401 $ 1,
  889
$11,590 $ 14,
  176
$1,660 $ 1,
  971
$5,580
$1,613
$4,860 $ 6,
  133
$1,630 $   2,
  553.81
$12,100
$5,118
$6,982.27
$2,900
$5,088
$1,500 $   44,
  232
$49,910
13071 Residential Wages and Salary
$182,425
$174,430
$182,425
$172,063
$182,425 $ 170,

142
$273,637 $ 256,

370
$182,425 $ 175,

728
$182,425
$177,632
$182,425 $ 182,

494
$182,425 $   178,

774.44
$182,425
$175,330
$7,094.58
$273,637
$182,425
$182,425 $ 2,
  301,450
$2,371,522
13072 Travel Assistance
$228
$89
$228
200
$
$228
253
$
$228 $   157

$228
$187
$228
127
$
$228 $    111.

84
$228
$149
$79.50
$228
$228
$228 $   1,
  958
$2,510
13002 Board Funded HDA
$1,615
$1,208
$1,615
$1,208
$1,615 $ 1,
  199
$1,615 $ 1,
  812
$1,615 $ 1,
  410
$1,615
$1,966
$1,615 $ 1,
  486
$1,615 $   1,
  396.58
$1,615
$1,327
$287.54
$1,615
$1,615
$1,610.00 $   17,
  853
$19,375
13004 Nurse Contract
$100
$1,085
$1,085
974
$
$540
822
$
$1,085
$1,080
$2,358
$540
898
$
$1,080
$1,080
$1,080.00
$540
$1,080
$540 $   7,
  212
$9,835
13074 Student Co-ordinator, Cook, Laundry
$15,234
$14,133
$15,234
$14,735
$15,234 $ 14,
  936
$22,851 $ 22,
  404
$15,234 $ 14,
  936
$15,234
$14,936
$15,234 $ 13,
  932
$15,234 $   14,
  936.08
$15,234
$15,152
$81.65
$22,851
$15,234
$15,234 $   193,

419
$198,040
13073 Residential Relievers
$773
$3,810
$1,892
$3,930 $ 9,
  340
$5,895 $ 7,
  890
$3,930 $ 5,
  535
$3,930
$9,362
$3,930 $ 2,
  441
$3,930 $   1,
  224.15
$3,930
$2,337
$1,593.19
$5,895
$3,930
$3,930 $   54,
  549
$47,040
Total Residential Costs
$200,873
$191,669
$210,348
$191,885
$210,028 $ 199,

553
$319,426 $ 306,

834
$210,287 $ 200,

549
$213,952
$209,159
$211,852 $ 208,

415
$210,752 $   200,

390.35
$221,222
$201,945 $   19,
  276.95
$310,936
$214,210
$207,647 $ 2,
  642,475
$2,741,532
Total Residential Programmes
$201,414
$191,669
$235,218
$204,719
$224,004 $ 209,

884
$326,171 $ 316,

474
$222,696 $ 212,

474
$227,739
$220,285
$218,489 $ 216,

117
$224,376 $   212,

019.47
$234,499
$214,911 $   19,
  588.31
$319,970
$227,700
$215,607 $ 2,
  761,828
$2,877,885

Combined Board of Trustees Physical Restraint Oversight Group
MINUTES
Wednesday 28 August 2024, 2 pm – 4 pm (Teams meeting)

Attendees: Joseph Tyro (Board Member), Luke Badger (MoE Representative), Katherine Poulsen (RSS
Psychologist), Janine Harrington (Principal HRC), Jon Purdue (HRC), Hayley Campbel  (Recording Secretary).
Chair: Joseph Tyro
Apologies in advance: David Ivory (BoT Representative), Anne Askey (HRC), Junior Fesola’i (HRC Cultural
Representative), Jon Kaho (Board Member and Parent).
1.  Karakia and welcome
In Joe Tyro’s absence, Janine Harrington opened the meeting with karakia, welcomed al , and noted the
above apologies.
2.  Principal’s oral report
Physical Intervention data
Janine Harrington gave an oral report supporting the physical intervention data which had been circulated
to the group, and identified the fol owing amendments:
2.1.  The automated data labels for T2, 2024 on the first graph are unclear. The data labels for the
green line are displayed above the green line; the data labels for the blue line are displayed below
the blue line, therefore, there were 11 restraints (green line), 14 ākonga (blue line).
2.2.  The legend key is missing from the ‘Was restraint used’ pie chart on page 2: yel ow = non-resisted
physical intervention, green = yes, blue = no.
Janine Harrington reported there has been one new ākonga commence at HRC, and two ākonga arriving
soon. She mentioned that a copy of the Team Teach holds has been added to the shared folder for the
group to view. There wil  be some updates made to this document as training continues.
Janine Harrington spoke of the spike in restraints during Term 1, 2024, which may have been due to the
ākonga settling in after the long holiday period. There has been a steady downward decrease in restraint
numbers since. So far during Term 3, we are not seeing a repeat of the Term 2 figures where two ākonga
were being restrained more than others.
It was noted that, since the last report, there was an increase of one for ‘assault on ākonga – injury’, and
for ‘assault on kaiako – injury’. It was also noted that there has been one kaiako injured during a restraint
during 2024 as a result of the ākonga dropping to the ground during the incident. The kaiako injured his
back and received medical support. Supine floors are only used as a last resort. On both occasions when a
supine hold was used (T2 2023, and T1, 2024), it was when the ākonga dropped to the ground.
OIA update:
Janine Harrington provided an update on the 2022 OIA into physical restraints at residential schools. The
Ombudsman contacted HRC in May 2024 requesting further information. HRC responded within the
requested timeframe. WRS are yet to respond.
On behalf of Junior Fesola’i, Janine reported that Junior was going to speak with ākonga regarding
capturing their voice on film rather than ākonga attending a meeting. Janine spoke with Marie Mitchel
(Student Advocate) regarding attending meetings, however, due to her existing commitments and the lack

of resourcing available to compensate her, Marie suggested providing a written report if the group would
find that useful. Marie currently connects with the ākonga approximately weekly and is not paid to do so.
Joe Tyro joined the meeting and apologised for his delay.
The group had a discussion around ways to capture and elevate ākonga voice. Joe suggested connecting
with Voyce, and Katherine Poulsen suggested speaking to the Ministry (Rebecca Wilson) to see whether
HRC’s funding for a psychologist could be used to resource this space. Joe Tyro queried how HRC capture
ākonga voice. Janine reported that HRC has a complaints policy and register, which is reviewed by ERO and
SAMS. When ākonga leave, the student advocate goes through an ākonga exit interview with them. Anne
Askey supports the ākonga to complete an ākonga reflection form. Deb Brown conducts a parent/caregiver
exit interview. Pastoral notes/communication recordings capture ākonga concerns are emailed to al
kaiako.
The group were invited to raise any other discussion items. When asked by Joe if Janine had any concerns
or highlights to report, she reported a highlight to be that nearly al  staff are now trained in Team Teach
(two were sick for the recent training session). The training has brought more confidence to the team and
has made staffing residential shifts more efficient. Another instructor wil  be trained soon, and an annual
refresher is booked for our current instructors. No red flags are always a highlight.
Luke Badger queried whether the length of time for each restraint is recorded, as the Ministry of
Education doesn’t differentiate their data between a minor and a serious restraint. It was confirmed that
each incident involving restraint at HRC is categorised by: less than 10 seconds, 10 - 30 seconds, 30
seconds - 1 minute, and longer than 1 minute. Jon Purdue reported that the bulk of our restraints are
under 1 minutes, with many being under 10 seconds.
Action items:
1)  Report the figure of increase since the previous meeting for the ‘number of incident entries by
assault’.
2)  Report the number of staff who have been injured during a restraint.
3)  HRC to share a summary of themes, reflections, and experiences from te ākonga (i.e. exit
interviews, ākonga reflections, pastorals, etc.) at the next meeting. A summary can be
provided to the Board fol owing.
4)  Jon Purdue to send details of the HRC security cameras at HRC to Luke Badger.
5)  Janine Harrington to speak with Rebecca Wilson, MoE, regarding funding/resourcing a
psychologist or the student advocate to be part of the debrief process to capture ākonga
voice.
6)  Jon Purdue to speak to Shane Murdoch regarding Voyce | Whakarongo Mai supporting HRC to
capture ākonga voice.

3.  Team Teach training
Jon Purdue reported that HRC recently hosted a two-day Team Teach training session for our staff who
hadn’t been trained, as wel  as other non-HRC people who attended. A refresher course is happening next
week for our instructors, and the new instructor training for one kaiako has been postponed until
November. HRC wil  not be doing the advanced training module that focuses on taking people to the
ground.
Luke Badger inquired about the staff feedback from the Team Teach training. Jon Purdue reported that the
feedback has been general y positive. The transition from SCM to Team Teach and switching the mindset
to master a new approach can take time. It was reported the some of the holds were original y taught to
us incorrectly. Luke encouraged the training to be seen as ‘de-escalation training’ rather than restraint
training.
Hayley Campbel  left the meeting.

4.  Ākonga voice
Postponed until the next meeting due to apologies from Junior Fesola’i and Jon Kaho.
5.  General business:
Katerine Poulsen raised whether Jon Kaho wil  continue to be part of the group now that his son has
transitioned out of HRC.
Action item:
7)  Janine Harrington to contact Jon Kaho to see if he would like to remain as part of the group.
6.  Minutes from last meeting
The minutes from the last meeting were taking as approved.
7.  Next meeting date:
The next meeting date was approved for Wednesday 20 November 2024, 2-4pm via Teams.
8.  Closing karakia
Joe Tyro gave a closing karakia, and the meeting closed at 2.56pm.

Halswel  Residential Col ege HRC Te Otu Mātua (522)
  2024-2025 STRATEGIC PLAN: 2025

HRC VISION
HRC PURPOSE
→
Tailored programmes and interventions
Whakarangatirahia: Be the best you can
provide new skills to support neurodiverse
be.
and/or intellectual y impaired ākonga in
engaging in their local education.
To deliver an effective time-limited, targeted
intervention for neurodiverse and/or
intellectually impaired ākonga with complex
→
HRC has strong relationships with tangata
whenua, whānau and referrers.
needs who require specialist intervention to
develop skil s and strategies to assist ful
engagement in their local education so they
→
Kaiako are highly effective specialists.
can be the best they can be.
→
Referrers are aware of our service and the

referral process and stay involved while
HRC VALUES
each ākonga is at HRC.
Manawa-roa Be Resilient
→
Our service gives effect to Te Tiriti o
Waitangi and supports the teaching and
Whanaungatanga Build Relationships
learning of te reo me ona tikanga.
Whaiwhakaaro Reflect

S
1.  A tailored curriculum.
Weave Te Mātaiaho, the HRC curriculum,
AL
and Al  About Me together and train kaiako.
O
G
IC
Implement the intentional approaches of
G
2.  Highly effective ways of teaching
and interacting.
a therapeutic milieu, structured new literacy
curriculum and numeracy curriculum.
ATE
STR
3.  Strong relationship with tangata
Strengthen relationships with mana whenua to
whenua.
enhance the outcomes of ākonga.

  AT HRC, OUR WORK WILL BE UNDERPINNED BY APPROACHES THAT ARE:
Evidence-based
Culturally responsive
Ākonga-centred

In partnership with
In a physically and
ākonga, whānau, and
emotionally safe
Inclusive

referrer
  therapeutic environment

Relationship-based
Planned and purposeful
Trauma-sensitive

Halswel  Residential Col ege HRC Te Otu Mātua (522)
WHAT OUTCOMES DO OUR COMMUNITY SAY
THEY WANT FROM OUR KURA?

ĀKONGA WANT TO:
WHĀNAU WANT THEIR RANGATAHI TO:
•  make friends.

•  learn skil s so they can manage
•  learn to manage their
themselves in a mainstream
anger.
kura.
•
•  learn to cope with their
  be able to handle big emotions.
anxiety.
•  get quality academic support.
•  get better at reading and
•  be happy and accepted at kura.
maths.
•  develop knowledge of te reo and
•  learn about their culture.
tikanga Māori.
•  get help when they need it.
•  learn life skills and become more
•  be seen and heard.
independent.
•  be happy and safe while living
•  feel safe.
away from home.
•  belong/fit in.

REFFERERS WANT HRC TO:
  KAIAKO WANT TO:
•  give ākonga the tools required

•  align with the latest research and
to manage their emotions.
evidence of what works in
•  support the development of
residential settings.
social skills.
•  have strong relationships with
•  engage ākonga in education.
tangata whenua.
•
•  provide useful information to
  embed the new curriculum.
receiving kura at transition time.
•  be confident in delivering the

Common Practice Model.

•  become better at enacting the
intentional use of the Daily Life
Events.
•  share knowledge with other
professionals.

Halswel  Residential Col ege HRC Te Otu Mātua (522)
ANNUAL IMPLEMENTATION PLAN 2025
Where we are currently at:

After two years of facing potential closure, the middle of 2024 saw the Minister of Education, Hon Erica
Stanford, announce that residential kura in Aotearoa are to remain open. This was despite the 2022
recommendations to the New Zealand Government by the United Nations Convention on the Rights of
Persons with Disabilities that all residential schools should be closed immediately.

1.  New curriculum
In 2023, we began developing our new local curriculum and piloted the ‘All About Me’ (AAM)
programme, created in col aboration with a Ministry of Education psychologist. This programme
utilises psychological assessments to help us identify areas for growth and track progress in the
essential soft skills HRC is responsible for nurturing. These skil s are critical for ensuring that
ākonga can engage effectively in education and lead independent lives after transitioning.
By 2024, we completed the new HRC curriculum, along with extensive supporting documentation.
The introduction of new pre- and post-assessments, such as the Pier-Harris 3, has proven valuable
in detecting subtle changes in self-concept. As we conclude 2024, we are focused on embedding
these practices, with plans for 2025 to incorporate the new government-mandated literacy and
numeracy curricula. Additional y, we wil  be implementing the required PAT assessments as part of
our continued commitment to improving ākonga outcomes.

2.  New ways of teaching and interacting
In 2022, we began implementing the Daily Life Events framework across the kura—an evidence-
based model used in residential settings worldwide. All kaiako received in-depth training from Dr
Leon Fulcher, including a 3-day deep dive over two consecutive years. Additional y, kaiako were
trained in the complementary ‘Three Pil ars of Transforming Care’ model, delivered by Dr Howard
Bath, which draws on evidence-based, trauma-informed approaches.
While we have observed significant growth in kaiako abilities, the next step is ensuring that al
kaiako consistently apply these skil s, making every interaction one that fosters ākonga growth,
particularly in areas like self-management, self-awareness, social and relationship skills, approach
to learning, connectedness, and problem-solving.
In 2024, a group of subject matter experts began meeting termly with Shane Murdoch to ensure
these new learnings continue to be embedded within the kura. Original y, the Ministry of Education
had planned to introduce the Common Practice Model, with training for al  teaching kaiako
scheduled for 2024. However, this was shelved fol owing the change of government. Instead, the
focus shifted to the release of the new literacy and numeracy curricula in 2025.
Throughout 2024, our teaching kaiako continued training sessions that began in 2023 with the
Ministry of Education's curriculum leads. Kaiako familiarised themselves with Te Mātaiaho as new
resources were progressively approved and released. Additional y, the principal and five kaiako
received training through the University of Canterbury's Better Start Literacy Approach, a
structured literacy programme that was successful y rol ed out in every classroom at the kura.

3.  Stronger relationship with tangata whenua
We are a kura that places a strong emphasis on Māori culture, which is largely the result of the
strength of our Māori caucus, Te Tao Kokiri, led by our Kaiwhakahaere. We are a national kura with
ākonga from throughout New Zealand. While at HRC, ākonga are living in the fold of Ngāi Tahu, but
they bring their own tupuna from throughout Aotearoa.
We have had links to Ngāi Tahu through our board member Joseph Tyro, and kaiako te reo teacher
(of kaiako) Makayla Hewlett. Dr Terry Ryan was our kaumatua but unfortunately, Dr Ryan recently
passed. We are grateful for the legacy of a Māori kura name and name of the whare steeped in
tikanga that he gifted us. There is no individual that can fil  the gap in our hearts left by that mighty
totara but it is time to strengthen connections with tangata whenua.

Halswel  Residential Col ege HRC Te Otu Mātua (522)
In 2024, we worked closely with Taumutu, our local hapu. As a koha, we undertook two occasions
where kaiako and ākonga lent a helping hand at their marae, removing weed from the stream and
placing mulch under native trees. Ākonga participated in a noho marae. We invited Taumutu to our
hāngī, and they provided feedback on our cultural narrative.

4.  Research conducted to measure RSS outcomes
Research into the outcomes of the New Zealand residential specialist schools has not been
undertaken previously. Given the nature of the cohort of HRC (numbers are low, ākonga are enrol ed
for short-term interventions) and that ākonga have intellectual impairments or are neurodiverse, the
academic measures gathered and reported by typical kura do not provide valid information that can
guide our strategic direction. A significant component of the work undertaken at HRC is on soft
skills, that is, skills for learning, social skills, and self-management skil s. These skil s are essential for
engagement in education; however, they are difficult to measure.
The combined board is confident that the two kura are making a significant difference for Māori and
Pasifika ākonga and would like to gather information to demonstrate this.
In 2023, the board discussed this idea and began the process of formulating a research question.
The project was planned to be undertaken in 2024; however, in 2024, the board postponed this
piece of work. The board is yet to decide on a date for the work to begin.

How our targets and actions will give effect to Te Tiriti o Waitangi:

1.  One of our four goals is to strengthen our relationships with mana whenua. This wil  ensure we
consult the local Māori community about the direction of our kura and their aspirations for Māori
ākonga.
2.  Te Reo Māori me ona tikanga wil  be valued and promoted in the development of our new
curriculum.
3.  The curriculum will ensure all ākonga have the opportunity to learn about and celebrate the
place of Māori as tangata whenua in Aotearoa.
4.  The Al  About Me document has a section of focus on the teaching and learning of te Reo me
ona tikanga.
5.  By collaborating with mana whenua we are achieving the vision of partnership.
6.  Our new curriculum and AAM documentation wil  ensure the principle of protection and
participation by actively protecting matauranga Māori; Māori knowledge, interests, values,
language and culture, and offering opportunities for participation. The new curriculum will
ensure all ākonga understand our unique heritage.
7.  Al  of the above actions should promote equitable outcomes for Māori akonga. We believe our
strategy supports people to live as Māori and according to Māori values and customs.

Halswel  Residential Col ege HRC Te Otu Mātua (522)
STRATEGIC MEASUREMENT AND ANNUAL IMPLENTATION PLAN PROGRESS DURING 2024
Strategic Goal 1
Education requirements
Outcomes
Outputs
A tailored curriculum.
Board Primary Objective – al  of section 127(1)
The HRC curriculum actively reflects Te
Kaiako can demonstrate an understanding of
applies.
Weave Te Matāiaho,
Matāiaho and our communities’ priorities for
HRC’s curriculum.
the HRC curriculum,
NELP Priorities: 2 and 5
their rangatahi and local tangata whenua
The documentation for AAM has been developed
and All About Me
priorities for our kura.
and is operational.
together and train
Te Matāiaho and the Common Practice Model
Kaiako are trained and confident in their
kaiako.
The Te Matāiaho Implementation support pack  understanding of HRC’s curriculum.
The MoE Curriculum Refresh Readiness Tool
rubric shows we have made progress in

The Literacy & Communication and Maths
The pilot of AMM has moved to the
understanding, training and implementation.

Strategy
embedding phase.
Annual learning and progress achievement data
The new curriculum improves learning
analysis shows improved outcomes.
outcomes for akonga.

Actions
Who is
Responsible?
Timeframe
Success Measures
Status
Completed as intended. Will update with literacy
AP - Day School
A document has been completed
and numeracy once received. Have now begun
New combined curriculum is written
Kaiwhakahaere
End of Term 2
and feedback from relevant parties
work on including Poutama (Whare Tauawa) into
Tangata whenua
sought.
the document as agreed by Te Tao Kokiri (Māori
caucus) in Term 2.
Liz Hill-Taiaroa (Te Taumutu Runanga o Ngāi
Tangata whenua are consulted
Kaiwhakahaere
Tahu) has agreed to undertake this work which
regarding our new curriculum
Principal
End of Term 3
Feedback is incorporated in the
curriculum.
wil  commence once the Poutama concepts have
been decided by Te Tao Kokiri.
New documentation links to eTAP
New documentation supports the
AP -Day School
system and supports individual
Consultation with key users of the document
new curriculum
Principal
End of Term 4
development plans and transition
deemed kaiako would prefer to remain using the
plans.
document in Microsoft at this stage.
All kaiako have undertaken local and
AP - Day School
MoE training
AP - Residential
Throughout 2024
Kaiako are confident in the new
approach.
Achieved.
Annual learning and progress
Data analysis completed.
AP- Day School
Achieved. However, number of ākonga left who
MoE Psychologist
End of 2024
achievement data analysis shows
improved outcomes.
are part of the pilot is very low.

Halswel  Residential Col ege HRC Te Otu Mātua (522)
Strategic Goal 2  Education requirements
Outcomes
Outputs
Highly effective ways
Board Primary Objective – al  of section 127(1)
Kaiako confidently use intentional approaches  Observations of kaiako show they are correctly
of teaching
applies.
and the Common Practice Model in their work  utilising the models.
and interacting.
NELP Priorities: 4 and 6
with ākonga.
Annual learning and progress achievement data
Implement the

analysis shows improved outcomes.
intentional approaches
Te Matāiaho and the Common Practice Model

of a therapeutic milieu
The Te Matāiaho Implementation support pack
and the Common
Practice Model.
The Literacy & Communication and Maths
Strategy

Ka Hikatia – Ka Hapaitia

Actions
Who is
Responsible?
Timeframe
Success Measures
Status
Kaiako can identify (in meetings and
Additional training in intentional
2024 PD days and
their performance appraisal) how
Training has been undertaken at PD days. Each
approaches in a therapeutic milieu
AP - Residential
regular Thursday
they intentionally utilised the
kaiako, SLT, whare and day school meeting has
training sessions
approaches to assist ākonga
DLE on the agenda.
development.
New government postponed these changes. Five
teachers and the principal have been trained in the
Train kaiako in the Common Practice
Formal classroom observations will
University of Canterbury Better Start Literacy
model
AP – Day School
Throughout 2024
show that the model has been
embedded.
Programme (BSLA)–one of the structured literacy
programmes approved by the Ministry of
Education.
Support implementation with subject
matter expert run termly meetings
AP - Residential
1 x each term in
2024
Meetings are undertaken.
DLE subject matter group established, and
meetings delivered by Shane Murdoch.
Annual learning and progress
Measure kaiako use of frameworks
achievement data analysis shows
and tools.
AP – Day School
End of 2024
improved outcomes.
Achieved.

Halswel  Residential Col ege HRC Te Otu Mātua (522)
Strategic Goal 3  Education Requirements
Outcomes
Outputs
Strong relationships
Board Primary Objective – al  of section 127(1)
HRC have regular contact with our local
Mana whenua attendance at no less than least
with tangata whenua.
applies.
tangata whenua.
one hāngī in addition to termly meetings.
Develop new
NELP Priorities: 3 and 5
Tangata whenua are included in korero re
We have completed and have had input into the
relationships with mana
relevant developments at HRC.
2025 strategic planning and HRC curriculum.
whenua to enhance the  Te Matāiaho and HRC local curriculum
outcomes of ākonga.
Ka Hikatia – Ka Hapaitia
HRC kaiako and akonga have undertaken

one taonga (gift) project for tangata whenua.

Tau Mai te Reo

Actions
Who is
Responsible?
Timeframe
Success Measures
Status
Kaiwhakahaere and others meet
Kaiwhakahaere
with tangata whenua.
AP– Residential
Once per term
Meeting(s) conducted.
Achieved.
Principal
Meetings are held with tangata
Kaiwhakahaere
whenua, the senior leadership team  SLT
Twice per year
Meetings conducted twice per year.
and Te Tao Kokiri (Māori caucus).
Te Tao Kokiri
Input into strategic plan.
Achieved.
Invitations to informal events (hangi,  Kaiwhakahaere
end of term assemblies, etc)
Principal
Throughout annum
Tangata whenua attend HRC
events.
Achieved.
Taonga project completed for
tangata whenua as deemed
Kaiwhakahaere
appropriate by the Kaiwhakahaere
Principal
Throughout annum
Completion of taonga project.
Achieved.

and tangata whenua.

Halswel  Residential Col ege HRC Te Otu Mātua (522)
Strategic Goal 4  Education Requirements
Outcomes
Outputs
Evaluative Research.
Board Primary Objective – al  of section 127(1)
RSS have an evaluative document providing
A research document will be implemented by the
Research conducted to  applies.
information on our effectiveness.
end of 2024.
measure RSS
NELP Priorities: 1, 2, 3, 4, 5, 6
effectiveness.
Te Matāiaho and the Common Practice Model

The Literacy & Communication and Maths

Strategy
Wellbeing in Education Strategy
The New Zealand Child and Wel being Strategy
Ka Hikatia – Ka Hapaitia
Tau Mai te Reo
The Action Plan for Pacific Education 2020-
2030

Actions
Who is
Timeframe
Success Measures

Responsible?

Status
Research question and proposal
approved by board and tangata
AP - Residential
whenua with particular attention to
Principal
Week 2 Term 1
Proposal approved by board and
the needs of Māori and Pasifika
Kaiwhakahaere
tangata whenua.
Postponed by board.
ākonga.
BoT
Approach Salisbury School (SS) to
gauge interest in participation
Principal
Week 5 Term 1
An answer from SS one way or
other.
Postponed by board.
Researcher contracted and
Principals of nga
approved by board.
kura
End of Term 1
Contract signed to engage
academic.
Postponed by board.
Data collection process supported
AP - Day School
Executive Assistant
Throughout project
All required data provided to
academic.
Postponed by board.
Draft document presented to board
for consideration
Principal
End of Term 4
Board approves a final document.
Postponed by board.
Document finalised and shared with
Strategic planning reflects
appropriate stakeholder and used to  Principal
2025
information ascertained through
Postponed by board.
steer strategic planning.
research.

Halswel  Residential Col ege HRC Te Otu Mātua (522)

STRATEGIC MEASUREMENT AND ANNUAL IMPLENTATION PLAN FOR 2025
Strategic Goal 1
Education requirements
Outcomes
Outputs
A tailored curriculum.
Board Primary Objective – al  of section 127(1)
The HRC curriculum actively reflects Te
Kaiako can demonstrate an understanding of
applies.
Weave Te Matāiaho,
Matāiaho and our communities’ priorities for
HRC’s curriculum.
the HRC curriculum,
NELP Priorities: 2 and 5
their rangatahi and local tangata whenua
The documentation for AAM has been developed
and All About Me
priorities for our kura.
and is operational.
together and train
Te Matāiaho and the Common Practice Model
Kaiako are trained and confident in their
kaiako.
The Te Matāiaho Implementation support pack  understanding of HRC’s curriculum.
Annual learning and progress achievement data
analysis shows improved outcomes.

The Literacy & Communication and Maths
The pilot of AAM has moved to the

Strategy
embedding phase.
The new curriculum improves learning
outcomes for ākonga.

Actions
Who is
Responsible?
Timeframe
Success Measures
Status
The new national literacy curriculum
Principal and AP
End of Term 1,
The HRC curriculum includes the
is included in the HRC curriculum.
Day School
2025
literacy curriculum changes.
Not yet started.
The new national numeracy
curriculum is included in the HRC
Principal and AP
End of Term 1,
The HRC curriculum includes the
curriculum.
Day School
2025
numeracy curriculum changes.
Not yet started.
New reading, writing, and maths
testing requirements for Years 3-8
Principal and AP
End of Term 1,
Measurements are col ected and
ākonga are implemented twice a
Day School
2025
provided to the MoE twice in 2025.
Not yet started.
year.

Halswel  Residential Col ege HRC Te Otu Mātua (522)

Strategic Goal 2  Education requirements
Outcomes
Outputs
Highly effective ways
Board Primary Objective – al  of section 127(1)
Kaiako confidently use intentional approaches  Observations of kaiako show they are correctly
of teaching
applies.
and the new literacy curriculum and
utilising the new literacy curriculum, numeracy
and interacting.
NELP Priorities: 4 and 6
numeracy curriculum in their work with
curriculum, and BSLA structured literacy
Implement the
ākonga.
programme.
intentional approaches
Te Matāiaho and the Common Practice Model
The BSLA structured literacy programme is
Annual learning and progress achievement data
of a therapeutic milieu
The Te Matāiaho Implementation support pack  embedded at the kura.
analysis shows improved outcomes.
and the Common

Practice Model.
The Literacy & Communication and Maths

Strategy

Ka Hikatia – Ka Hapaitia

Actions
Who is
Responsible?
Timeframe
Success Measures
Status
Kaiako complete training in the
literacy curriculum.
AP Day School
During 2025
Kaiako competently implement the
new curriculum.
Not yet started.
Kaiako complete training in the
numeracy curriculum.
AP Day School
During 2025
Kaiako competently implement the
new curriculum.
Not yet started.
Al  students operating at Years 0-3
BSLA is embedded.
Principal
End of Term 4, 2025  reading participate in the BSLA
Not yet started.
programme.

Halswel  Residential Col ege HRC Te Otu Mātua (522)
Strategic Goal 3  Education Requirements
Outcomes
Outputs
Strong relationships
Board Primary Objective – al  of section 127(1)
HRC have regular contact with our mana
Mana whenua invited to at least one hāngī in
with tangata whenua.
applies.
whenua.
addition to termly meetings.
Strengthen
NELP Priorities: 3 and 5
Mana whenua are included in korero
Mana whenua have had input into the HRC
relationships with mana
regarding relevant developments at HRC.
cultural narrative and HRC curriculum.
whenua to enhance the  Te Matāiaho and HRC local curriculum
outcomes of ākonga.
Ka Hikatia – Ka Hapaitia
HRC kaiako and ākonga have undertaken

one taonga (gift) project for mana whenua.

Tau Mai te Reo

Actions
Who is
Responsible?
Timeframe
Success Measures
Status
We undertake at least one taonga
Te Tao Kokiri and
(gift) project for mana whenua.
principal
By end of 2025
Kaiako and ākonga attend the
marae to assist in a project.
Not yet started.
Mana whenua are invited to at least  Te Tao Kokiri and
one hāngī.
Principal
By end of 2025
Invitations sent to Taumutu.
Not yet started.
Ākonga participate in a noho marae.  AP Residential and
Principal
By end of 2025
Ākonga stay at marae.
Not yet started.

Combined Board for
HRC Te Otu Mātua and
Westbridge Specialist School

HRC Te Otu Mātua | Halswell Residential College

Mana Motuhake - Separate Governance Pathways
Education and Training Act (2020)

14 October 2024

Kia ora koutou
I am writing to ask for your views on  the governance for  Halswell Residential College  and
Westbridge Residential School.  Currently  a  Combined  Board, appointed by the Minister of
Education governs both  schools.  The  Combined  Board is proposing  to split into two
independent boards so that each school would have its own board.
The proposed independent  boards  will  include  three  ministerial  appointments, two
whānau/family representatives, the principal of each school, and a staff representative, as well
the ability to co-opt up to two board members for additional skills.
Reasons  for proposing separate governance include the development of local curriculum
specific to each school, strengthening local iwi connections and reducing costs for
transportation and transactions incurred in the current governance structure.
Both schools have developed and grown since they were under single governance. Both
schools are strong and successful. If the combined board splits, both principals would continue
to collaborate professionally.
The combined board has already informal y consulted staff and stakeholders at each school
and noted strong interest in the proposal. Based on this feedback  the  Combined Board is
considering dividing as outlined in Schedule 22(10) of the Education and Training Act 2020,
Constitution of boards of State Schools, where there would be one board for each school, with
constitutions as per S119. Separate governance also provides an opportunity to consider an
alternative constitution, Schedule 22(4), for each of the new boards. The  schools and
communities would agree on the representation needed for their board and seek to fil  positions
that best meet the needs of each school.
Please refer to Appendices A and B for Westbridge Residential School.
You can provide your feedback to the Secretary of the Combined Board or to the Principal,
Janine Harrington. Details below.
This consultation period closes on 24 October 2024.

HRC Te Otu Mātua – Halswell Residential Col ege
Westbridge Specialist School
15 Nash Road, Halswel , Christchurch 8025
488e Don Buck Road, Royal Heights, Waitakere 0656
Ph:  03 338 5089 Fax: 03 338 5042
Ph: 09 832 4918 Fax: 09 832 4243
Email: office@halswel col ege.com
Email: [email address]
Website: www.halswellcol ege.com
Website: www.westbridge.school.nz

Combined Board for
HRC Te Otu Mātua and
Westbridge Specialist School

The Combined Board wil  use your feedback to determine its next step. This could be to keep
the status quo, or further refine the proposal to split. If the decision is to split, the Combined
Board will then  submit  its proposal to the Ministry of Education (“the Ministry”) for their
consideration. If the Ministry agrees, a briefing paper will be prepared for the Minister of
Education, who wil  make the final decision with respect to the separation of governance. The
process will take between six and nine months.
The Combined Board looks forward to receiving your views and thoughts on Mana Motuhake -
Separation of Governance.
Ngā mihi
David Ivory
Presiding Member
Combined Board of Trustees for
Halswell Residential College & Westbridge Residential School

Contact details:

Anne Askey
Janine Harrington
Secretary for the combined board
Principal

HRC | Te otu Mātua

HRC Te Otu Mātua – Halswell Residential Col ege
Westbridge Specialist School
15 Nash Road, Halswel , Christchurch 8025
488e Don Buck Road, Royal Heights, Waitakere 0656
Ph:  03 338 5089 Fax: 03 338 5042
Ph: 09 832 4918 Fax: 09 832 4243
Email: office@halswel col ege.com
Email: [email address]
Website: www.halswellcol ege.com
Website: www.westbridge.school.nz

Combined Board for
HRC Te Otu Mātua and
Westbridge Specialist School

Appendix A:

Halswell Residential College – Alternate Constitution

The current Board constitution allows for ﬁve ministerial trustees, a staff representative, and the
two principals of each school.
Under the proposed alternative constitution, the makeup of the Board will change to:
a)  The principal of Halswell Residential College
b)  One staff representative
c)  Two parent-elected parent/caregiver representatives
d)  Three ministerial appointments
e)  The ability for the Board to co-opt up to two trustees to meet any skil s deﬁcits, provide
iwi representation (if not already in place), and/or student voice (current or former).

Current Board Makeup
Proposed Board Makeup
Five ministerial appointments
Two parent/caregiver representatives
Principal x2 (Halswell Residential College
Three ministerial appointments
and Westbridge Residential School
Principal
Staff representative
Staff representative
The ability to co-opt up to two trustees.

HRC Te Otu Mātua – Halswell Residential Col ege
Westbridge Specialist School
15 Nash Road, Halswel , Christchurch 8025
488e Don Buck Road, Royal Heights, Waitakere 0656
Ph:  03 338 5089 Fax: 03 338 5042
Ph: 09 832 4918 Fax: 09 832 4243
Email: office@halswel col ege.com
Email: [email address]
Website: www.halswellcol ege.com
Website: www.westbridge.school.nz

Combined Board for
HRC Te Otu Mātua and
Westbridge Specialist School

Appendix B:

Parties for consultation:

•  Current whānau
•  Iwi
•  Residential and teaching staff
•  NZEI union
•  New Zealand PSA union

HRC Te Otu Mātua – Halswell Residential Col ege
Westbridge Specialist School
15 Nash Road, Halswel , Christchurch 8025
488e Don Buck Road, Royal Heights, Waitakere 0656
Ph:  03 338 5089 Fax: 03 338 5042
Ph: 09 832 4918 Fax: 09 832 4243
Email: office@halswel col ege.com
Email: [email address]
Website: www.halswellcol ege.com
Website: www.westbridge.school.nz

Document Outline