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PUT TITLE HERE2007/08 Enrolment Review and Confirmation Process

Information Session for School Board Finance Staff and External AuditorsTransfer Payments & Financial Reporting BranchFall 2008

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2007-08 Enrolment Confirmation Process2007-08 Enrolment Confirmation Process

OnSIS data will be used for the second timeOnSIS data will be used for the second time

Goal is to integrate OnSIS & EFISGoal is to integrate OnSIS & EFIS

2008: SB172008: SB17

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Enrolment Web ApplicationEnrolment Web Application

To ensure enrolment data required for 07-08 To ensure enrolment data required for 07-08 Financial Statements are available within Financial Statements are available within timelinestimelines

Web-based application available in EFIS – Web-based application available in EFIS – “Enrolment Verification System” “Enrolment Verification System”

E-mail notice has been sent to boardsE-mail notice has been sent to boards

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Enrolment Web ApplicationEnrolment Web Application

Interfacing data from OnSIS & feeding into EFISInterfacing data from OnSIS & feeding into EFIS

Board can review data summarized at school Board can review data summarized at school level for two school yearslevel for two school years

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Enrolment Web ApplicationEnrolment Web Application

The web application, Enrolment (or pupil credits) The web application, Enrolment (or pupil credits) for Section E, F, G & N is summarized at the for Section E, F, G & N is summarized at the schoolschool level (with no details of enrolment or pupil level (with no details of enrolment or pupil credit data by grades)credit data by grades)

Also, languages data are summarized according Also, languages data are summarized according to the language grant categories of the FS to the language grant categories of the FS

The objective is to interface data for grant The objective is to interface data for grant calculation purpose as required in the 2007-08 calculation purpose as required in the 2007-08 Financial StatementsFinancial Statements

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Enrolment Review ProcessEnrolment Review Process An “Enrolment and Language Allocation” report An “Enrolment and Language Allocation” report

will allow boards to view 07-08 summarized will allow boards to view 07-08 summarized enrolment and language course credit data; and enrolment and language course credit data; and to compare to 06-07 FS and 07-08 Revised to compare to 06-07 FS and 07-08 Revised Estimates.Estimates.

If boards detect discrepancies in the Enrolment If boards detect discrepancies in the Enrolment Review they can provide documentation to Review they can provide documentation to identify these differences.identify these differences.

Finance Officers will review the documentation Finance Officers will review the documentation and make appropriate adjustments as required.and make appropriate adjustments as required.

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Ministry Review ProcessMinistry Review Process

In pre-planning the enrolment review process, In pre-planning the enrolment review process, finance officers: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.

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Day School EnrolmentDay School Enrolment

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

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Language AllocationsLanguage Allocations

French as a Second Language, English as a French as a Second Language, English as a Second Language/PDF & Native LanguageSecond Language/PDF & Native Language

Review variances from the Enrolment and Review variances from the Enrolment and Allocation report and obtain explanations for Allocation report and obtain explanations for significant variancessignificant variances

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Native StudiesNative Studies

Boards who reported Native Study Credits on their Boards who reported Native Study Credits on their 07/08 Revised Estimates were sent a worksheet 07/08 Revised Estimates were sent a worksheet to complete with course details.to complete with course details.

Boards were asked to submit this worksheet to Boards were asked to submit this worksheet to Mark Bonham who would input it into the Mark Bonham who would input it into the Enrolment Verification System.Enrolment Verification System.

The Ministry will be validating this information with The Ministry will be validating this information with an OnSIS report in the near future.an OnSIS report in the near future.

Any significant differences between the OnSIS Any significant differences between the OnSIS report and the board’s worksheet will be reviewed.report and the board’s worksheet will be reviewed.

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Completion of Enrolment ConfirmationCompletion of Enrolment Confirmation

““Enrolment and Language Allocation” report will Enrolment and Language Allocation” report will be signed off by Finance Officers before feeding be signed off by Finance Officers before feeding the data to EFIS for inclusion in the 2007-08 the data to EFIS for inclusion in the 2007-08 Financial Statements.Financial Statements.

On completion of review, a confirmation letter On completion of review, a confirmation letter with a copy of the “Enrolment and Language with a copy of the “Enrolment and Language Allocation” report will be sent to boards’ SBOs.Allocation” report will be sent to boards’ SBOs.

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OnSIS Data Collection IssuesOnSIS Data Collection Issues

Boards should contact their Finance Officers to Boards should contact their Finance Officers to identify any technical issues where OnSIS data identify any technical issues where OnSIS data may impact enrolment for funding purposes.may impact enrolment for funding purposes.

– E.g. FSL quadmester courses captured in the OnSIS June data collection can be adjusted by the Finance Officer during the Enrolment Checking Procedures.

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Post Confirmation ReviewPost Confirmation Review

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

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Contact InformationContact Information

Finance Officer - Finance Officer - Firstname.lastname@ontario.caFirstname.lastname@ontario.ca

SANJAY CHITAPAIN JANE COLLINSDAVID CORKETT CHERYL DALRYMPLEGREG FIORIDO VINOD GUREWANTIM KIELMAN BRENDA SHAWLISA TARINI2 DAVID WRIGHT2

QUESTIONS?