Managing Last Year’s Overuse (See the cover page of the pp 22 Banking Staffing report for information about how MOE treats overuse remaining at pp 22)
PP22 Banking Staffing report. Summary Page, YTD Column, Difference for Period line shows the FTTE overuse for last year. There are a number of considerations to be made before reacting too quickly to try to get somewhere near zero by pp 26 and thus avoid paying for that overuse at the 2018 Recovery rate of $71500 per 26 Fttes.
If you have no salaries below $71500, why not wait and have the overuse deducted from the July Operations Grant. There is a 10% limit on overuse, so multiply the Entitlement for Period, YTD total on the Summary page by 0.1 to establish just how much overuse you can carry forward beyond pp 26. The MOE cover page mentions adjustments after pp 22. These will alter your 2018 overuse. The school might also underuse in pp 23 to 26 (known as “the time for balancing”) because staff miss being paid or perhaps the school has not yet fully allocated the 2019 fortnightly entitlement, which will further alter the 2018 overuse figure. To see the effects of these transactions, look at the Summary page of the Banking Staffing report for pp 23 when it arrives. Look down to “Previous Year Totals”, “Difference for Period line”, which is a memory jogger for the 2018 banking staffing situation. It will alter as you work through pp 23 to 26, reducing your overuse if you are transferring staff to BG to offset some or all of the residual overuse. (Novo 21 Smart Form “Funding/Department Code Change) Having thought about the above, you might decide to wait for the pp 23 report, Previous Year Totals, Difference for Period line before putting sufficient staff in BG for pp 24 to 26 to manage the emerging situation over the 3 remaining available pay periods. Finally, the Annual Accounts will reflect the Banking Staffing overuse situation, so find page 4.5.1, “Banking Staffing Liability” to see what commentary you can supply with the pp 22 Banking Staffing Report to show how the school intends managing things.
This Year’s Staffing Entitlement. If you think you will be entitled to more staffing once the 1 March Return goes in, and the actual 1 March roll supports more FTTes, (Scroll down for “Roll Based Staffing” when data input is complete) put today’s roll (in MOE funding Year levels) into the MOE Staffing Calculator. Leave the Y1 Adj box empty, and edit the other boxes in the “Regular” student row to get an idea of the likely FTTE allocation for the year, remembering that the increase will be backdated to pp 23. The MMI row is used by schools with a Maori Medium index.