The 1 March roll confirmation process
Each year all boards are required to complete the 1 March roll return (see Chapter 5 for more details on sending in your roll return).
Is the school supported by the Guaranteed Minimum Funded Staffing (GMFS) or Assured Staffing policies?
Using the 1 March actual roll, entitlement staffing is recalculated to determine whether or not the school is supported by the GMFS or Assured Staffing policies.
GMFS or Assured Staffing support may require the board to seek the permission of the Ministry before making a permanent appointment. If this is the case it will be noted on the staffing notice.
The procedure is as follows:
| Stage |
Description |
| 1 |
The Ministry recalculates entitlement staffing using the 1 March actual roll applying a new entrant adjustment to estimate the number of new entrant enrolments likely to be enrolled between 1 March and 10 October. |
| 2 |
The entitlement staffing result of this calculation is compared with the school’s GMFS or Assured Entitlement Staffing. |
| 3 |
If ... |
then ... |
|
the GMFS or Assured Entitlement Staffing is greater than that generated by the 1 March roll by 1.00 FTTE or more |
the board may not make any further permanent appointments without the consent of the Resourcing Division. (See below for contact details). Otherwise all vacancies should be advertised and appointed as fixed term positions. |
|
the GMFS or Assured Entitlement Staffing is greater than that generated by the 1 March roll by 0.10 FTTE but less than 1.00 FTTE |
the board is informed by letter and is advised to undertake and document an environmental scan (see page 6) before proceeding with making new permanent appointments. Decisions should be minuted by the board. |
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Requesting consent to make permanent appointments
To obtain consent to make permanent appointments boards should set out in full the reasons for the request, in writing, and send to:
Resourcing Division
Ministry of Education
PO Box 1666
Wellington
Fax 04 463 8374
Email resourcing@minedu.govt.nz
Reducing the impact of a staffing reduction
Boards supported by the Guaranteed Minimum Funding Staff (GMFS) or Assured Staffing policies are required to actively plan to reduce the impact of the staffing reduction likely to occur at the end of the year. This planning will include consideration of:
- attrition
- recruitment and appointment strategies
- the possible disestablishment of non-permanent positions at the end of the year.
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Consequences of not planning or making unauthorised permanent appointments
Boards unable to show that they have undertaken planning for the likely reduction in staffing at the end of the school year, may be required to fund surplus staffing costs.
Where unauthorised permanent appointments made by the board result in teachers being unnecessarily declared surplus then the board may be liable for the resulting costs.
Confirming or increasing entitlement staffing
Using the 1 March actual roll, entitlement staffing is recalculated to determine whether or not the board’s GMFS or Assured Entitlement Staffing is to be confirmed or increased.
The procedure is as follows:
- The Ministry calculates entitlement staffing using the 1 March actual roll. In composite schools only, a new entrant adjustment is applied to make provision for the number of new entrants likely to be enrolled between 1 March and 10 October.
- The result of the calculation is compared with the board's GMFS or Assured Entitlement Staffing.
- The greater of the GMFS or Assured Entitlement Staffing or 1 March roll generated staffing becomes the confirmed staffing for the year. Any increase is backdated to the beginning of the school year.
Recalculation of principal's grading roll
Using the 1 March actual roll, the principal’s grading roll is recalculated to determine whether or not the principal’s grading has changed.
The procedure is as follows:
- The Ministry calculates the principal's grading roll using the 1 March actual roll.
In primary and composite schools the principal's grading roll is the greater of that using the provisional resourcing roll or the March roll, both with a new entrant adjustment.
- Using this roll, the principal grading for the school is established.
- The result is compared with the principal grading provided provisionally.
- The greater of this result or the provisional principal's grading becomes the incumbent principal's grading for the year. Any grading increase is backdated to the beginning of the school year.
Recalculation of principal's salary grade
After the principal grading recalculation is completed using the 1 March roll, the principal's grading is set for the year at that level. No further recalculations will be made.
Please refer to the appropriate Collective Agreement and the principal salary grading section in this chapter for further information.