PUT TITLE HERE 200708 Enrolment Review and Confirmation

PUT TITLE HERE 2007/08 Enrolment Review and Confirmation Process Information Session for School Board Finance Staff and External Auditors Transfer Payments & Financial Reporting Branch Fall 2008

2007 -08 Enrolment Confirmation Process § On. SIS data will be used for the second time § Goal is to integrate On. SIS & EFIS § 2008: SB 17

Enrolment Web Application § To ensure enrolment data required for 07 -08 Financial Statements are available within timelines § Web-based application available in EFIS – “Enrolment Verification System” § E-mail notice has been sent to boards

Enrolment Web Application § Interfacing data from On. SIS & feeding into EFIS § Board can review data summarized at school level for two school years

Enrolment Web Application § The web application, Enrolment (or pupil credits) for Section E, F, G & N is summarized at the school level (with no details of enrolment or pupil credit data by grades) § Also, languages data are summarized according to the language grant categories of the FS § The objective is to interface data for grant calculation purpose as required in the 2007 -08 Financial Statements

Enrolment Review Process § An “Enrolment and Language Allocation” report will allow boards to view 07 -08 summarized enrolment and language course credit data; and to compare to 06 -07 FS and 07 -08 Revised Estimates. § If boards detect discrepancies in the Enrolment Review they can provide documentation to identify these differences. § Finance Officers will review the documentation and make appropriate adjustments as required.

Ministry Review Process § In pre-planning the enrolment review process, finance officers: – Examine the 2006/07 financial related data and note areas of concern. – Review 2007/08 Revised Estimates and note explanations for large variances. Contact board where applicable.

Day School Enrolment § Review variances from the Enrolment and language report and obtain explanations for significant variances

Language Allocations § French as a Second Language, English as a Second Language/PDF & Native Language Review variances from the Enrolment and Allocation report and obtain explanations for significant variances

Native Studies § Boards who reported Native Study Credits on their 07/08 Revised Estimates were sent a worksheet to complete with course details. § Boards were asked to submit this worksheet to Mark Bonham who would input it into the Enrolment Verification System. § The Ministry will be validating this information with an On. SIS report in the near future. § Any significant differences between the On. SIS report and the board’s worksheet will be reviewed.

Completion of Enrolment Confirmation § “Enrolment and Language Allocation” report will be signed off by Finance Officers before feeding the data to EFIS for inclusion in the 2007 -08 Financial Statements. § On completion of review, a confirmation letter with a copy of the “Enrolment and Language Allocation” report will be sent to boards’ SBOs.

On. SIS Data Collection Issues § Boards should contact their Finance Officers to identify any technical issues where On. SIS data may impact enrolment for funding purposes. – E. g. FSL quadmester courses captured in the On. SIS June data collection can be adjusted by the Finance Officer during the Enrolment Checking Procedures.

Post Confirmation Review § List issues and concerns that should be pursued with the board staff during the finalization of the 2007 -08 Financial Statements.

Contact Information § Finance Officer - Firstname. lastname@ontario. ca SANJAY CHITAPAIN DAVID CORKETT GREG FIORIDO TIM KIELMAN LISA TARINI 2 QUESTIONS? JANE COLLINS CHERYL DALRYMPLE VINOD GUREWAN BRENDA SHAW DAVID WRIGHT 2