Variation DocumentsVariation 2, November 2011
This variation document highlights our Strategic Plan and Direction for 2012.
It also indicates, time, frequency and budgets linked to each of our planned events.







FUNDING AGREEMENT FOR DELIVERY OF

PROFESSIONAL DEVELOPMENT PROGRAMMES




Contract Number 10-042






Information & Communication Technologies (ICT)
Professional Development Programme 2010–2012
(the 2010 ICT PD Cohort)



Between the Ministry of Education

And

the Board of Trustees of Mamaku School

DATE: 12 November 2010






Ministry of Education
PO Box 1666
117-125 Lambton Quay
Wellington 6011
Ph 04 463 7706
Fax 04 463 8392


BETWEEN For and on behalf of the Sovereign in right of New Zealand acting by and through Howard Baldwin, Manager, e-Learning Innovation unit, Schooling Group, Ministry of Education (“the Ministry”) (Referred to in this variation as the “Ministry”)

AND The Mamaku School Board of Trustees a statutory body corporate established under the Education Act 1989 ("the Board")


WHEREAS:

A. The Ministry and the Contractor signed a contract dated November 12th 2010 (“the Principal Agreement”) to provide services to the Ministry in relation to a professional development programme in ICT for a cluster of schools.

B. Clause 8 of the Principal Agreement authorises the parties to vary the Contract by mutual written agreement. Any such variation shall be read together with and deemed part of the Agreement. This variation records the programme plan and budget for 2011 based on a self-review of progress carried out by the cluster.

C. This Agreement records that variation.


THE PARTIES AGREE AS FOLLOWS:

  1. Schedule One; the services are varied by: adjusting the activities/outputs to reflect the changes to the programme plan and budget for 2011 based on a self-review of progress carried out by the cluster. This schedule has the new 2011 programme inserted.

  1. Schedule Two; the reporting is varied by: adjusting the reporting schedule and requirements. This schedule is replaced with the new version attached.

  1. Schedule Three; there is no variation effect on the total programme budget provided by the Ministry. The Payment Schedule has been changed to reflect the recent change in GST to 15%. This schedule is replaced with the new version attached.

  1. The Ministry and the Contractor confirm in all other respects to the Principal Agreement.

Ministry of Education

This contract is between the Sovereign in right of New Zealand acting by and through Howard Baldwin, Manager, eLearning Innovation unit, Schooling Group
(Referred to in this contract as the “Ministry”)



………………………………………...
(Signature)

Dated at_ this day of2010


Lead School
Signed by


Full name and Title (Must have authority to sign on behalf of the Lead School)


…………………………………………..
(Signature)


For and on behalf of _
Cluster Name



Dated at_ this day of2010




FIRST SCHEDULE
Schedule One is hereby varied by inserting the following 2011 programme details:

Services to be provided by the Board
Under this Funding Agreement the Board will provide an ICT professional development programme that addresses the objectives of the national programme goals.

National Programme Goals
Schools will use e-learning to give effect to the New Zealand Curriculum / Te Marautanga o Aotearoa by increasing the capability of:
1. students to become successful digital citizens
2. principals to lead the integration of e-learning in their schools (strategic and operational)
3. teachers to integrate e-learning effectively into their practice creating an innovative and exciting learning environment for all students
4. family and whānau to actively participate in their child’s learning
5. the sector by sharing online professional reflections to inform colleagues of the challenges and opportunities afforded by e-learning

Programme to be provided

The Board will provide the Programme according to the Programme Outline and Milestones set out below (A–D).

Programme Outline

A. Scope of the cluster

Names of the Cluster Schools
School MoE number
Number of teachers (FTTE)
Number of students
Mamaku School
1797


Kaharoa School
1756
10.40
202
Otonga School
1875
28.7
545
Ngongotaha School
1852
17.30
336
Aorangi School
1683
7.10
126
St. Mary’s School
1958
19.80
400 ( end of year)
Kawaha Point School
1766
17.3
335


FIRST SCHEDULE… continued

B. Roles or assigned personnel
Note that there is a requirement for personnel in cluster leadership roles to participate and/or contribute to the Ministry’s e-learning web presence (Currently in development on TKI and VLN) in addition to the revised online milestone reporting requirements.

Ministry of Education Contact
Neil Melhuish
Project Leader: e-Learning Capability
Phone 04 463 7706
Email mailto:neil.melhuish@minedu.govt.nz
Level 5 St. Paul’s Square
45-47 Pipitea Street
(PO Box 1666)
Thorndon
Wellington 6140

Project Director/s – the person who will be the official contact with the ministry
Name/s: Lorraine Taylor (2 days per term)
Key tasks from the job description for this role:


KEY OBJECTIVE
RESULTS EXPECTED
POSSIBLE
EVIDENCE EXAMPLES
To be accountable to the Ministry for the expenditure of the money.
Schools are encouraged to complete data for milestones in a timely manner. Milestones are completed by the due date.
Positive feedback from ministry.
To liaise between the facilitator/ principal/
Staff.
The cluster is achieving its goals. The facilitator is supported.
Regular meetings are held. Outcomes are recorded.
To provide leadership for the Cluster Management team and for the direction of PD within the cluster.
A PD programme is developed between principals and implemented to meet the needs of the individual schools within the cluster.
Wikispace, blogs, regular meetings, surveys, constant review of goals
To be a learning centred leader.
To have a clear picture of the cluster goals and be able to support and guide the cluster to stay focused on those goals.
Prioritise decision making that supports learning outcomes for students in line with the action plan.
Promote vision and provide professional leadership to the team.
Develop a shared vision through discussion and collaboration.
Student voice, wikis, blogs, on-line learning environments (eg. KnowledgeNet, Ultranet)
To liaise with the Ministry of Education and National Facilitators on a regular basis.
All parties will be personally informed and up to date with national initiatives and cluster progress. The cluster will be challenged to reflect on practice, measure progress and adjust programme where needed.
Dedicated time at each meeting to focus on national initiatives and cluster progress, noting where to go next.






































Project Facilitator/s

Name/s: Paula Jamieson (0.5 FTTE)
Key tasks from the job description for this role:
KEY OBJECTIVE
RESULTS EXPECTED

POSSIBLE
EVIDENCE EXAMPLES
Deliver Professional Development - Pedagogy
Staff will become confident and capable implementers of an effective pedagogy to suit the needs of 21st century learners
An inquiry approach to learning in classrooms.
Deliver professional development and coordinate various pd across schools
A shared understanding and teacher confidence and facility across the cluster.
Students / teachers gain in skills and knowledge
planned meetings
shared resources / learning outcomes
Deliver Professional Development - ICT

Increased and effective use of ICT by teachers and students in learning.
Increased participation of students in using a wide range of software and tools in learning.
Set up effective communication across cluster schools. Motivate and stimulate staff
Cluster informed of meetings. Shared vision.
All Cluster Schools are thinking the same.
Sustaining the use and development of ICT tools and pedagogies
Ongoing professional growth and development
Deepening of ownership
Refining of classroom practice
effective and efficient integration of ICT
Growth of a professional e-learning community
Liaise with other clusters to ensure sharing across the clusters
Introduction and implementation of ideas shared
Teachers gaining a diverse and wide range of strategies and skills to enhance classroom practice

Collect evidence (data).
Data to reflect an improvement in pedagogy of ICT use.
Milestone Reports completed in a timely manner.
Work with School Cluster to establish a three year strategic plan.
Each Cluster School has established a strategic plan that is reflected in the budget and enables effective use of ICT to enhance learning.
Well resourced schools and clear direction.
To provide in-class support.
Regular visits to all classrooms
Teachers confident and increasingly skillful with technologies and effective pedagogy.


Role: Financial administrator
Name/s: Sandy Carroll (2 days per term)
Key tasks from the job description for this role:
KEY OBJECTIVES
RESULTS EXPECTED
POSSIBLE EVIDENCE EXAMPLES
Fundholding school will manage cluster accounts effectively
Cluster accounts will be accurate and available for MoE and cluster schools to read
Accounts will be submitted to all management meetings and to MOE Via National Facilitator Milestone reports
Paying cluster invoices
Invoices to cluster schools and other businesses will be paid accurately and efficiently
Cluster schools will be reimbursed efficiently and accurately.
Invoices to MoE sent
Invoices to MoE will be submitted accurately and efficiently
Milestone will be on time along with invoice for payments.
Budget will be managed effectively
Cluster will stay within budgeted areas.
Administrator will indicate if an area of the budget is being over spent


Role: Cluster Principals
Key tasks from the job description for this role:
KEY LEADERSHIP OBJECTIVE
RESULTS EXPECTED
POSSIBLE
EVIDENCE EXAMPLES
Shared vision across all schools
All principals will actively participate and model the importance attributed to this contract development, and share the cluster vision with staff



The vision will be reflected in:
Planning and procedures
Conversations within the classrooms and staffroom
Classroom programmes
Communication with whanau.
Develop strategic plan
· For cluster as whole
· Each individual school
• Written into school annual plan
• Reflect in teacher appraisal
Monitor and evaluate programme success
• Regular feedback from P/D & P/F
• Report from each Principal / Lead Teacher for MS (to F & PD)
• F to communicate with P at each visit
• Report to individual BOT
• Feedback to community
• Include in annual report
Professional development
• Initiate opportunities to provide teachers with Professional reading
Hold regular staff PD meetings
Readings available in online area and discussed in staff meetings
• Staff mtgs – with ICT focus at least 3x per term.
Establishing policy and procedure
Implement cluster overview and track expected progress
Feedback and feed forward survey data
Involve in Regional & National ICTPD initiative
• Attend L@S conference
• Provide opportunities for staff to attend ICT conferences
• Look @ research internationally
• Teachers/Principals – attending conference and sharing new learning at staff mtgs
• Teachers/Principals attending workshops @ Lead Cluster day
• Professional learning community within school
• Professional learning community across cluster






FIRST SCHEDULE… continued
C. Programme Goals and Success Indicators
Programme goals
Success Indicators for National and Cluster Goals
National goals
Cluster goals
Schools will use e-learning to give effect to the New Zealand Curriculum / Te Marautanga o Aotearoa by increasing the capability of:-
What are the results you want to achieve from your programme?
Break your overall programme goals into specific statements of the results that you want to achieve this year.
Be sure to align your specific statements to the National goals.
How will you know if your programme is achieving your goals/results? What measures will you use to evaluate your progress?
Identify key success indicators for each result that you want to achieve.
These will be a combination of quantitative and qualitative measures; including the learning and achievement of both teachers and students.
1. students to become successful digital citizen
Students showing
- digital etiquette
- digital communication and
- digital literacy

Students accessing digital tools.

Students are using e-learning to support and enhance their achievement.

Maori and Pacific Islander students are supported and egaged through being a digital citizen
Students will conduct themselves in an appropriate cyber safe manner understanding that their online profile is as important as off line.

Create opportunities for maori medium students to use ICT to communicate with each other.

Students will be able to make choices when to communicate digitally and what is the best method.

Students engage in the use of technologies to locate, process and understand information in real life authentic applications.

Students have equity in access to digital learning in school environment

Students use Solo Taxonomy and e-learning tools to enhance learning and understand next steps.

Maori and Pacific Island students will make choices of progammes that support their learning
2. principals to lead the integration of e-learning in their schools (strategic and operational)
Principals to facilitate the development and maintenance of school ICT/e-learning strategic plans which will include reference to meeting the needs of Maori & Pasifika students.

Principals will coordinate the development of e-learning leaders by providing targeted PD opportunities for themselves and Lead ICT Teachers

Unpack Kahikitia document & explore the implications it has for teachers & Maori students.

Principlas will co-ordinate the professional development of Maori medium teachers across clusters.
All schools will have a current strategic plan that includes a reviewable annual plan.

Annual plan will include actions to meet thee needs of Maori & Pasifika students.

Annual plan will be reviewed and adjusted as required, twice yearly.

Budget will be allocated annually to provide for infrastructure, as required, by each school.

Lead teachers will be identified in each cluster school.

Targeted professional development will be provided for lead teachers.

Budget will be allocated to ensure adequate release is provided for the lead teacher role to be carried out effectively.

Lead Teachers will regularly meet with the facilitator for targeted PD

Principals will regularly meet with the facilitator for targeted PD.
3. teachers to integrate e-learning effectively into their practice creating an innovative and exciting learning environment for all students
All teachers integrate e-learning into their long term and weekly planning and implement authentic learning across the curriculum.

Teachers will set goals and reflect on the effective use of ICT as part of their appraisal process.

A range of ICTs will be used to engage students (paying specific cognisance to Maori and Pacifika students) and promote learning across the curriculum.

The indigeneity and distinctiveness of Maori students should be taken into consideration to foster an understanding of the cultural identity of Maori and Pasifika students (MoE, 2008b)

Teachers increasingly facilitate student decisions about when to use ICT to support their learning and foster an expectation that students become self-managing learners.
School wide, long term and weekly planning shows evidence of ICT being incorporated throughout the school.

School wide, long term & weekly planning include high interest context for Maori & Pasifika students.

Teachers can demonstrate how they link Maori and Pasifika dimensions to school wide, long term and weekly contexts.

Teachers can show evidence of ICT being used to engage students across the curriculum.

Teachers can demonstrate they are utilising a range of ICT tools.

Teachers demonstrate a willingness to try new ICTs and share ideas.

Student reflection indicates increased engagement through ICTs.

Identify resources that lend themselves to the particular needs and learning styles of Maori & Pasifika students.

Teachers ongoing data analysis, evaluation and feedback

Teachers achieving appraisal goals

There is evidence that students have used an increasing range of ICTs.

Professional development goals to incorporate aspects related to the achievement of Maori & Pasifika students.
4. family and whānau to actively participate in their child’s learning
The BoT is informed of cluster progress.

The BoT will review the ICTPD contract in their annual budgets.

Parents and whānau will be informed of the ICTPD role in learning.

Parents and whānau will support the children’s ongoing e-learning.

Families and whanau participating in e-learning alongside their children
The principals will report post milestone reports, on cluster progress (mid and end of year).

The board will provide ongoing funding.

The parents will take part in surveys as required, support Cybersafety, allow supervised access to the internet.

Organisation of community events will be evident which inform whanau of progress and development.

Communication with Maori & Pasifika leaders, role models, experts, kaumatua, kuia through the use of Web 2 tools.

There is evidence of parents and whānau accessing the child’s e-learning and responding appropriately from anywhere in the world.

Parents attending e-learning opportunites in schools.

Parents invited to attend cluster share sessions in term 3 2011.
5. the sector by sharing online professional reflections to inform colleagues of the challenges and opportunities afforded by e-learning*
Cross-school collaboration within the cluster extends professional learning and enhances pedagogical practice and culminates in a series of e-presentations for a national audience.

Establish a forum for Maori immersion staff to reflect on challenges & opportunities afforded by e-learning.
A range of ICT teacher inquiry projects will be made available online. These projects will reflect school-based inquiries, cross-school inquiries and cross-cluster inquiries. Each inquiry will include:

* The purpose of the inquiry.

  • An overview of the inquiry.
  • Examples of student work.
  • Summary of learning outcomes for student and teacher learning.
  • An evaluation of the inquiry.
*In 2011 there will be an increased emphasis on professional reflection in milestone reporting. Clusters are required to develop their progress reporting (i.e. outcomes) for a national audience of their peers (i.e. Principal, teachers, and facilitators). These reports will be shared with the sector online in the Virtual Learning Network [VLN] (http://www.vln.school.nz/). You will negotiate with your National facilitator the number and type of professional reflections you will complete as part of your milestone reporting in 2011. You should state the programme goals you will address, how often this will happen, and the format/environment that you will collate your ongoing reflections in (e.g. GoogleDocs, WikiEducator, VLN, Microsoft Live@Edu etc.). Summaries will be uploaded into the VLN in the form of an article with embedded and linked multi-media artifacts. Further information on this process will be provided by the National Facilitation team.

FIRST SCHEDULE… continued

D. Implementation of the Programme
National Goal
Programme Professional Development activities
Measuring your success
What do we propose to do?
How much do we propose to do?
What resources do we need to carry out the programme?
What will you collect as evidence of success for each aspect of your implementation?
1
ToD with Eric Frangenheim


Afternoon workshops run by Facilitator and lead teachers using ICT in the classroom.

ToDs with Pam Hook and Julie Mills for all relievers/new staff/ part time staff on SOLO taxonomy as a way of engaging learners deepening the thinking and selecting appropriate ICT’s

Kids conference run in early term 4 for kids by kids
All teachers (107) 1 days (28th January).


23 Thursday afternoons from 1.30-4pm

2 days at the start of the year and then 1 day term 2 and one day term 4


An interactive session where students not only share their learning but teach their peers and community.
Consultancy $2000, Travel, car hire and accommodation etc $870

Afternoon tea $1725


Consultancy costs, flights, accommodation (3 nights) & meals. $12,230
Catering/venue costs $480

$500 venue/ food
Aspects of Erics work will be evident in classrooms to enhance student engagement.

The number and variety of tools being used by students will increase significantly.

Teacher pedogogy shifts to incorporate elements of SOLO and this leads top greater student engagement and therefore greater student achievement.


For kids by kids will lead to greater student engagement evident in increased attendance during term 3 (usually the most 'sick' term).
2
Rocky Jensen will lead run PD for our principals group.

Visits to best practice schools


Principals to attend some lead teacher days


Principals to included aspects of the ICT PD training in teachers appraisal process for staff.
1 day per term


A two day trip around several schools in Wellington and three bus trip s for teachers to visit Auckland and other schools

Each principal to attend at least part of a lead teacher day per term.

Goals set yearly or as required.
$700 per day consultancy fee

$6000 travel and accomodation.


No cost


No cost
Principal’s able to run staff development within their schools and model for their teachers.
Principal's have a greater understanding of the potential for their school and lead the school with increased clarity and passion.


Principals are seen as more in touch with classroom practice and therefore are more accepted as a leader of learning for ICT.
Principals and teachers are held accountable for their progress and for that of their students.
3
Staff meetings


Rocky Jensen to run PD days for lead teacher


Paula Jamieson to work as .5 FTTE facilitator


ToDs with Pam Hook and Julie Mills for all relievers/new staff/ part time staff on SOLO taxonomy as a way of engaging learners deepening the thinking and selecting appropriate ICT’s
At least two staff meetings per term per school In house lead by school staff

2 days per term


72 days across the cluster shared on a FTTE basis.


2 days at the start of the year and then 1 day term 2 and 1 day term 4
No cost


$700 per day consultancy fee, relievers $20160


.5 FTTE salary, 1.5 units, $5000 travel, $750 towards lap top, $750 towards phone.

Consultancy costs, flights, accommodation (3 nights) & meals. $12,230
Catering/venue costs $480
Keeping ICT in the forefront throughout the year. ICT PD learning is personalised for individual school needs

Lead teachers are able to run effective staff meetings and work in class alongside colleagues to assist their growth.
Students’ engagement increases as evident through surveys, increased students achievement results etc.


Area will be created where samples can be collected and made available to for comment in the milestone.
4
ToD with Angus McFarlane


Cluster share activities that involve community.

Parent education evenings on cybersafety, SOLO, LMS, tools to use at home etc
All teachers (107) 1 days (3rd June).


One at the start of term 3


One per term across the cluster
Consultancy $2000, Travel, car hire and accommodation etc $870

Venue/food etc $400


Venue/food $400
Teachers will use more culturally aware practices that increase student egagement and achievement.
Community attendance is good.


Community attendance and engagement is good leading to increased parent expectation of their children- thus higher students achievement.
5
Online cluster space development


Using ICTPD Online community.


Combined days with Central Cluster principals

Bus trip to share the learning and see best practice schools


Learning @ School
Created by the facilitator and lead teachers

Teachers joining the online community.

1 day term 2 and 1 day term 3

Saturdays-1 in term 2, term 3 and term 4


3 days for 21 teachers + 1 facilitator
No cost


No cost


No cost


$4500


L@S fee $12995, Relievers $11,340
Online space includes links to resources which all cluster teachers can both access and contribute to.
Utilisation of online spaces to collect, share and provide evidence for milestones
Undertsanding of what others are doing leading to increased colaboration.
Teachers motovated to try new things leading bto greater student engagement and achievement.

Teachers eyes are opened aboput their students' possibilities. Teachers network and locate others that they can link their classes with.


SECOND SCHEDULE – Reporting

Schedule Two is hereby varied by the deletion of the existing Schedule Two and replacing it with the following:

Non Financial Reporting

1 The Contractor will provide a Milestone Report and Disbursements Schedule within 5 working days of the expected date of completion of each Milestone specified in the First Schedule.
2 The Contractor shall provide a report summarising the work during the milestone period, commenting on any progress on milestone tasks, successes and emerging issues, and noting any planned modifications to the programme(s) as a result of ongoing formative assessment and reflection.
3 Progress reporting must include an explanation for any variance from the milestone tasks, budget or personnel.
4 Milestone reporting shall be written in a format as specified by the Ministry which may vary in response to the requirements of the National Programme.
5 The National Support Services Facilitator assigned to your cluster will provide a report on your cluster’s progress to the ministry upon request.


SECOND SCHEDULE…continued
Milestones

3 Activities carried out and results achieved during the Milestone 3 period.
Specifically:
3.1 Liaise with the National Facilitator assigned by the Ministry to this project.
3.2 Report on your programme implementation during the milestone period and provide an explanation for variation from the planned programme as necessary.
3.3 Upload reflective summaries of progress into the VLN website as per your programme plan.
3.4 Provide a summary of progress towards cluster programme goals. Include any relevant information that is not recorded in your online professional reflections at this point.
3.5 Provide detail of changes to programme personnel or roles.
3.6 Provide a disbursement schedule showing expenditure to June 30th 2011 and provide an explanation for variation from budget as necessary.

Work to be completed to achieve Milestone 4 which is due on 25 November 2011

4 Activities carried out and results achieved during the Milestone 4 period. Specifically:
4.1 Liaise with the National Facilitator assigned by the Ministry to this project.
4.2 Report on your programme implementation during the milestone period and provide an explanation for variation from the planned programme as necessary.
4.3 Upload reflective summaries of progress into the VLN website as per your programme plan.
4.4 Provide a summary of progress towards cluster programme goals. Include any relevant information that is not recorded in your online professional reflections at this point.
4.5 Provide detail of changes to programme personnel or roles.
4.6 Complete the contract review and variation template.
4.7 Complete any survey tool as required by the Ministry for the purpose of national programme evaluation.
4.8 Provide a disbursement schedule showing expenditure to December 31st 2011 and provide an explanation for variation from budget as necessary.

5 Work to be completed to achieve Milestone 5
5.1 Expected date of completion of Milestone 5 is 3 June 2012.
5.2 Details of the tasks to be completed by the Contractor to achieve this milestone will be developed during the 2011 annual review.

6 Work to be completed to achieve Milestone 6
6.1 Expected date of completion of Milestone 6 is 1 February 2013.
6.2 Details of the tasks to be completed by the Contractor to achieve this milestone will be developed during the 2011 annual review.

SECOND SCHEDULE…continued
Financial Reporting
1. You acknowledge the Ministry’s expectation of transparency with regard to the use of funds paid to you under this agreement and agree to submit with each milestone report a Disbursement Schedule showing how the payments made by the Ministry and the contribution made by the cluster under this Agreement have been expended.
2. The Disbursements Schedule and copy of your ICT PD programme account ledgers for the final milestone report must be accompanied by a certificate from the Board or their authorised delegate that all expenditure has been only for the purposes of delivering ICT Professional Development as specified and authorised in this agreement and does not include claims for leasing or purchasing capital items or any items that may bring the Board or the Ministry into disrepute.
Review
1. During the term of this Agreement, the Ministry and the Board shall engage in an annual review:
(a) in 2011, the annual review is to begin by 1 September, and conclude by 15 December;
(b) there shall be a physical meeting and/or a series of virtual meetings between the National Facilitator assigned to the cluster and the Contractor in which matters specified below are to be discussed, and where possible agreed;
(c) the Ministry and the Board shall be entitled to request from the other any financial or other information necessary for the purposes of the annual review.

2. The matters to be discussed, and where possible agreed in the annual review are:
(a) the performance of the Board in the delivering and the reporting on the services are as specified in Schedules One, Two and Three;
(b) the financial statements prepared by the Cluster;
(c) renegotiation of Schedules One, Two and Three as necessary in order to incorporate in the Agreement any changes made as a result of Government policy, or as agreed by the parties.




THIRD SCHEDULE — Finances

Schedule Three is hereby varied by the deletion of the existing Schedule Three and replacing it with the following:

Budget
The Ministry will provide funding to the Board up to a maximum amount of $ agreed figure GST inclusive for the three years of this contract.

2010 Budget variation
Funds carried over from 2010 are $########.
The reasons for this accrual are: ########
The actions that have been taken to ensure the accuracy of future budgeting are: #######.
These funds are included in the total budget for 2011 as detailed below and will be disbursed by the 30th June 2011.

2011 Programme Budget
<<<Insert your budget from the cluster budget 2011.xls spreadsheet>>>

2011 Budget Funding Schedule (these $ values exclude GST)

Provider
Type
2010 Actual Funding levels
2011 Funding levels
Ministry of Education
Cash
$
$




Cluster Schools



School 1.
Cash and/or Kind
$
$
School 2.
Cash and/or Kind
$
$
Etc. (insert more rows as required)







Total Budget Funding
$



$

  1. The sources of funding for this total budget are from the Ministry (cash) and cluster schools and their partners (cash and kind).
  2. Ministry of Education funds are for delivering professional development services direct to schools only and should not be disbursed on developing, leasing or purchasing capital items (including software, digital learning objects or ICT hardware) or any items that may bring the Board or the Ministry into disrepute.


THIRD SCHEDULE….continued

Ministry’s Payment Schedule

Payment Status
Payment
Reporting schedule
Net
GST
GST Rate
Total
Completed
1 January 2010
Conditional on receipt and approval of Programme Outline
$17,777.67
$2,222.21
12.5%
$19,999.88
Completed
1 April 2010
NSSF Progress report to Ministry – A
(due 1.4.10 )
$17,777.67
$2,222.21
12.5%
$19,999.88
Completed
1 July 2010
Milestone 1 (due 4.6.10)(pay period to 4/06/10)
$17,777.67
$2,222.21
12.5%
$19,999.88
Completed
1 October 2010
NSSF Progress report to Ministry – B
(due 1.10.10)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 January 2011
Milestone 2 (due 26.11.10)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 April 2011
NSSF Progress report to Ministry - C
(due 1.4.11)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 July 2011
Milestone 3 (due 4.6.10) (pay period to 3/06/11)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 October 2011
NSSF Progress report to Ministry - D
(due 1.10.11)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 January 2012
Milestone 4 (due 25.11.11)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 April 2012
NSSF Progress report to Ministry - E
(due 1.4.12)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 July 2012
Milestone 5 (due 3.6.12) (pay period to 8/06/12)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 October 2012
NSSF Progress report to Ministry - F
(due 1.10.12)
$26,666.50
$3,999.98
15.0%
$30,666.48

1 February 2013
On receipt and approval of final Milestone (6) (due 30.11.12)
$26,666.50
$3,999.98
15.0%
$30,666.48

Total

$319,998.01
$46,666.38

$366,664.39

§ Payment will be made as soon as practical after the acceptance of your final milestone. This payment may not be made before January 15th 2013.

1) The Ministry will pay the Funding to the Board in accordance with the above table on the date shown when the Ministry receives and accepts to its satisfaction, reports as specified in the SECOND SCHEDULE and the services described in the FIRST SCHEDULE.
2) All payments (apart from Milestone 6) will be by automatic payment into the lead school account. The Milestone 6 payment will be on an invoice presented with the appropriate documentation and will be paid after all cluster obligations have been met.
3) You acknowledge the Ministry’s expectation of transparency with regard to the use of funds paid to you under this agreement and agree to submit regular Disbursement Schedules showing how the payments made by the Ministry under this Agreement have been expended.

THIRD SCHEDULE…..continued
Disbursements Schedule
This Schedule details how the amounts for Professional Fees, Professional & Direct Costs, and Funds have been disbursed and actual Sources of Funds.

Use your 2011 budget (above) and 2010 expenditure figures to fill in the revised 3 year budget in the table below. You may wish to use the cluster budget 2011.xls spreadsheet provided to help you with this.

The schedule will include the following details:

ICT Professional Development Cluster:
Put the name of the cluster in here
Contract No.
Put your contract number in here


To:
Howard Baldwin
e-Learning Unit
Ministry of Education
PO Box 1666
WELLINGTON
From:
Your School
Address 1
Address 2
For Professional and Operational Costs:

3yr Budget
Actually disbursed, accrued or committed to 31 Dec 2010
Cumulative %
Professional Fees
$ Revised 3yr budget
$

Professional Costs
$ Revised 3yr budget
$

Operational Costs
$ Revised 3yr budget
$

Teacher Development Costs (if relevant)
$ Revised 3yr budget
$

plus Goods and Services tax
$ Revised 3yr budget
$

Total
$360.000/ or as stated in your contract
$







Note:
Where the variation between budget and actual is material, explanations of reasons for the variation should be in the milestone report in accordance with the Financial Statement Reporting noted within the reporting schedule, and pursuant to Board Obligations in the Principal Agreement.