Te Reanga Ipurangi Ōtaki Education Trust Annual Report 2015

Te Reanga IpuRangI ŌTakI educaTIon TRusT

annual ReportAGM July 2015

Te Reanga Ipurangi Ōtaki Education Trust | Annual Report | July 20152

E ngā iwi, e ngā mana, e ngā kura, tēnā rā koutou. Tēnei te tāpae atu nei i te Pūrongo ā-Tau tuatahi a Te Reanga Ipurangi, mō te 15 marama i eke i te 30 o Poutū-te-rangi 2015. I roto i tēnei wā kua tū te kaupapa, kua āhua mārō tonu tana haere. Kei ngā whārangi e takoto ake nei ngā kōrero mō ngā take i whakatūria ai te rōpū nei, ōna wawata, ngā mea kua tutuki taka mai ki tēnei wā, ōna kōrero pūtea e rite ana, tae atu ki ngā whāinga mō te tau e heke mai nei.He mea whakatū Te Reanga Ipurangi nā runga i te hiahia o ngā kura me te hapori whakaako whānui o te rohe nei kia tū mai ki roto o Ōtaki tētahi ‘reanga ipurangi’ – he tamariki, he taiohi kua whiwhi i ngā taputapu hiko e tika ana, kua matatau anō hoki ki te toro i te ao matihiko. Kia ahatia? Kia kakea e rātou ngā taumata o te ao mātauranga. Tērā anō te whāinga mātāmua kia āta hāpai te kaupapa nei i te tū pakari, i te tū Māori tonu a ngā tamariki Māori o Ōtaki i te ao whitihiko, ā, i te ao nui tonu. E tika ana te kōrero, he rau ringaringa e oti ai te mahi. Me mihi ka tika ngā ringaringa marere o waenganui, o waho anō o te hapori nei – ringa tūao, ringa mātanga, ringa tuku pūtea – nāna i poipoi te kaupapa kia tika te tū. Me i kore ake koutou katoa. Ā kāti, nei noa rā te roanga atu o ngā kōrero e tika ana.This is the first Annual Report of Te Reanga Ipurangi - Ōtaki Education Trust established in December 2013 following a series of meetings hosted by the Ōtaki & Porirua Trusts Board at Te Wānanga o Raukawa, Ōtaki. During 2012 and 2013 more than forty teachers and parents from the two kura, the schools and College in Ōtaki travelled to Glenn Innes and Point England in Tamaki, Auckland, to visit the schools in the Manaiakalani (Tamaki) cluster of schools. Over a decade, that community and their schools developed a new vision for digital education which had captured the attention of other schools and communities throughout New Zealand. Ōtaki educators were inspired by the educational success experienced by children in Tamaki. They decided to develop a digital campus in Ōtaki that could give every child and family access to digital learning. An essential item to achieve this is to make digital devices available to children and families. Some parents will view this as a ‘computer’ while others will know them as chromebooks. In this report we have used the term chromebooks to describe the device that is being used in the classrooms and homes in Ōtaki to enable children to engage in the digital world. By providing these chromebooks at a cost that is manageable for all families we have enabled children to access information for learning in the 21st century. There are other components to this shift in expectations. One is making internet access available and affordable. Another is supporting schools to upskill teachers. There is also the need to upskill parents. We want to tackle all these components and to evaluate the changes, particularly the impact on learning. The name of the Trust - Te Reanga Ipurangi - embraces the digital generation now in our schools. The Ōtaki and Porirua Trusts Board has been providing educational scholarships for sixty years. They are the sponsoring organisation for this new Trust. We acknowledge their support and the foundation they have provided. This report records the first 15 months of the life of the Trust and its activities. It presents financial statements for the end of March 2014 and to the end of March 2015. It includes a strategic plan for the first 3 years.This report provides the baseline from which we can review our progress in the future. We have benefitted from the enthusiastic volunteers who have supported the Trust and from the schools that have committed to being a digital campus within the Ōtaki community. Thanks to all those who have supported the Trust in this establishment phase. Ngā mihi ki a koutou katoaNā

Rachael Selby, Chair

HE MIHI

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CONTENTSHE MIHI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Te Reanga IpuRangI ŌTakI educaTIon TRusT TRusTees . . . . . . . . . . . . . . . . . . . . . . . . . . 4The vIsIon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6chRomebooks puRchased 2014-2015 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Fundraising and Philanthropy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Trustees established six work strands recording activities of the Trust . . . . . . . . . . . . . . . . . . . . 9

sTRaTegIc plan 2014-2016 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Mission Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Kaupapa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Key goals for 2016 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Evaluation and Anecdotal Evidence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

FInancIal sTaTemenTs 2014-2015 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Trust Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Compilation Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Statement of Financial Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Statement of Financial Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Statement of Movements in Equity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Notes to the Financial Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Cash Flow Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Reviewer's Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

FInancIal sTaTemenTs 2013-2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Compilation Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Statement of Financial Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Statement of Financial Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Statement of Movement in General Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Statement of Cash Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Notes to the Financial Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Reviewer's Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Statement of Financial Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Te Reanga Ipurangi Ōtaki Education Trust | Annual Report | July 20154 Te Reanga Ipurangi Ōtaki Education Trust | Annual Report | July 20154

TE REANGA IpuRANGI ŌTAkI EduCATION TRuST TRuSTEES

Rachael selby, chair JP, Ngāti Raukawa

Rachael is a trustee with the Ōtaki & Porirua Trusts Board, chairs the Ngātokowaru Marae Committee, the Raukawa kit e Tonga Trust and is a Raukawa Marae Trustee. She is an educator, researcher and oral historian. Rachael wants to see all children and families in Ōtaki have access to educational technology.

JIm maTheson, deputy chair

Jim is a long-time resident of Ōtaki where his four children went to school and where he was a member of the Ōtaki College Board of Trustees. Jim has a background in educational leadership, governance and strategic planning. He was a senior manager in the Ministry of Education for 12 years before spending a year in the Cook Islands developing and implementing a tertiary education strategy. His interest in education extends from communities in New Zealand to the Pacific and further afield.

hēnI Jacob

Hēni Jacob is a Māori language consultant, specialising in translation work and the production of Māori language resources for the education sector and those learning Māori. Her son attends a kura kaupapa Māori in Ōtaki, and Hēni is keen to see more digital resources available in Māori for use by students in immersion schools.

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moko coopeR

Moko Cooper, Ngāti Raukawa, Waikato, Ngāti Rangitihi, was born in Ōtaki and educated at Ōtaki schools and Hato Paora College. He is a Maths and ICT teacher at Te kura-ā-iwi o Whakatupuranga Rua Mano in Ōtaki. He is passionate about sports and participates at local, regional and national level in various sports teams as a player and manager.

davId mcdowell

David McDowell, is a resident of Ōtaki, has a background in helping foster development and public sector management across the Pacific and globally as a former Foreign Affairs officer, Ambassador to the UN , Head of DOC and the Prime Minister’s Department and Director General of the International Union for the Conservation of Nature. He sees the work of the Trust as one useful means of reducing inequity among the educational opportunities available to the children and communities of Aotearoa.

The Trustees are volunteers as are many others who have supported this project in its first year.


THE vISIONThe Trust promotes enhanced educational achievement outcomes through developing digital citizenship in the Ōtaki community and contributes to the survival of Māori as Māori in a global world.

The schools are collaborating to develop a model for 21st century teaching and learning.

We expect:

• children to be motivated to learn,

• parents to be motivated to engage positively in their children’s learning and with schools,

• teachers to be motivated to teach and engage in a positive way with children and families.

The Trust aims to provide every child with a chromebook (a digital device) to improve access to information, so that children can integrate global and local knowledge. They will learn from and with one another at home and at school.

It is expected that existing and new teachers in Ōtaki will become part of a new way of teaching and engaging with the community. They will seek opportunities to upgrade qualifications and be recognised as innovative 21st century teachers. Professional development opportunities will be developed to meet the needs of teachers to best serve this community.

Ōtaki could become a Pacific leader in digital education.

The Trust purchases digital devices and enters into credit agreements with parents who are able to pay for the devices over one, two, or three years. Parents are therefore a major contributor to the digital education strategy.

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CHROMEbOOkS puRCHASEd 2014-2015school school Roll &

years students devices comps in

homes

Te Kura-a-Iwi o Whakatupuranga Rua Mano

170Years 1 – 13 Decile 3

100% Māori 127 2014

Te Kura Kaupapa Māori o Te Rito 70 Years 1 – 13 Decile 3

100% Māori 60

Ōtaki College 380Years 7 – 13Decile 4

44% Māori 6% Pasifika5% Asian 45% Pākehā

235 2015

Waitohu School 250 Years 1- 6Decile 4

34% Māori 52% Pākehā5% Pasifika9% Other

82 2015

Ōtaki Primary offers total immersion Maori, Bi-lingual and English immersion

220 Years 1- 8 Decile 3

88% Māori 5% Pasifika2% Asian 5% Pākehā

107 2015

Hato Petera Decile 3 0

More than half the children now have chromebooks purchased by their parents. Fewer than 12% purchased the chromebooks outright. 88% are paying off the chromebooks over one, two or three years.

What does the Trust do?

• Secures finance to purchase devices.

• Negotiates payment and agreements with families.

• Provides courses for parents to grow their confidence in helping their children learn.

• Negotiates for effective internet accessibility and technical support services.

• Works to complete and implement a wireless infrastructure for Ōtaki.

• Promotes strong community ownership and direction to trust activities.

• Promotes professional development opportunities for teachers.


meeTIngsThe Trustees met 10 times over the 15 month period from establishment in December 2013 to the end of March 2015. Meetings have been hosted by the sponsoring organisation, the Ōtaki & Porirua Trusts Board and held in their Board room. The OPTB secretary, Hara Adams, has provided secretarial services to the Trust, organised and hosted meetings, established and maintained administrative files in Ōtaki.

We have also met with the trustees of Te Mana o Kupe in Porirua East to build collegiality with them, and for the purposes of joint funding applications.

FInancIal managemenT Anihaera Armstrong, the Executive Officer at Te Kura-ā-Iwi o Whakatupuranga Rua Mano, has provided financial and accounting services to the Trust as a volunteer. Financial reports are presented at each meeting and all reporting to IRD, the Charities Commission and to the accountant are managed by Ms Armstrong. She maintains the bank accounts and has managed the receipt, recording and distribution of more than 500 chromebooks for the schools in Ōtaki in the first year. The agreements with families and all documentation have been developed within her office as well as the loan payments and financial returns.

Ms Deanne Grainger volunteered her services to the project assisting parents with completing their documentation as well as setting up payments, communicating with schools and assisting with insurance claims. We have been able to employ Deanne on a part-time basis to assist with the work.

FundRaIsIng and phIlanThRopyTe Reanga Ipurangi – Ōtaki Education Trust and Te Mana o Kupe Trust, the Porirua East cluster of schools committed to working together for the mutual benefit of the schools and communities within our rohe. Fundraising together is one of the areas where there are mutual benefits. Within the philanthropic sector, Trusts also work together for the wider community. Recognising this, it was agreed that joint applications to the J.R.McKenzie Trust and the Todd Foundation be made to assist in establishing the administration and management systems of the trusts. The applications were successful and have provided the foundation for the Trusts for the first three years.

The JR McKenzie Trust has made a grant of $315,000 to support the two Trusts over three years. The Funds are for a manager, administrator and office set-up and expenses. Initially an office has been established in Porirua and staff are working from that office. There is also a grant towards evaluating the establishment of the Trusts.

The Todd Foundation has made a grant of $192,000 available over two years to support Whānau engagement workshops, co-ordination and administration.

Both these grants have been paid to Te Mana o Kupe with whom we have an arrangement to provide support to the Ōtaki trust.

A small team initially worked on applications for funding and this has expanded to include a group of Ōtaki women who meet periodically to broaden their knowledge about fundraising and to support fundraising efforts locally.

The chairs of the two trusts were sponsored by the J.R.McKenzie Trust to travel to Brooklyn New York in 2014 to attend the International Funders of Indigenous Peoples (IFIP) Conference and to explore opportunities for developing philanthropic networks internationally.

We have been successful in receiving smaller grants from the TG McCarthy Trust ( for WIFI development) the Lottery Grants Board (for WIFI development) the McLean Trust (establishment).

The schools also made a per capita contribution towards an Equity Fund which was generously matched by the Manaiakalani Trust (Tamaki) to assist in the establishment of the Equity Fund for the two Trusts.

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TRusTees esTablIshed sIx woRk sTRands RecoRdIng acTIvITIes oF The TRusT

stream Trustees Reporting

governance & strategic direction Trustee meetings LegalOffice Finance, leases, GST, Banking compliance

All trustees Trust Deed reviewed and completedTrust established & registered with CC MOU with schools Kahui Legal to provide legal advice EY provide advice on financial setup Applications to major funders completed Funding secured for staff Meet with principals annually

achievement in education & professional development Innovative Teachers Academy, Professional Development of teachers, Google seminars.

Jim Matheson David McDowell

Woolf Fisher Research Centre Univ of Auckland Education Dept Te Wānanga o Raukawa (new courses) Treasury Promote PD within schools Attend launch of chromebooks in schools

Te Reo māori Resources Curriculum Development Archival work at Te Wānanga o Raukawa

Heni Jacob Moko Cooper

Establish group to promote curriculum resource development Maori Resources projects Promote courses for kura

digital technology and learning Infrastructural development, Purchase devices WiFi development Courses for parents

Moko Cooper Antony Royal

Kawa of Care completed Purchase devices Parents courses offered Computers in Homes offered to all schools Follow-up courses for parents Project Plan for WIFI Dvlpment Review licencing

promotion of concept and FundraisingPromotion in community, in the education sector, within philanthropic organisations, corporate funders and individuals. Promotion of School Ambassadors

Rachael Selby David McDowell

Applications to Todd FoundationJR McKenzie Trust, TG McCarthy TrustMcLean Trust, Lottery Grants Bd, Transpower, Sacred Fire Foundation… Respond to invitations to present to school clusters and community groups…Develop website Plan symposium in Ōtaki

administration and support servicesManager, Administrator Whānau Co-ordination Office setup

Rachael Selby Anihaera Armstrong

Board Secretary – appointed Trusts administrator appointed (Jan 2015) Review Credit Contract Review Management structure Appoint manager Plan whānau co-ordination Develop insurance protocols


STRATEGIC plAN 2014-2016puRposeTo promote and lift educational achievement through developing digital citizenship in the Ōtaki community.

mIssIon sTaTemenTTo promote educational development of all people in the rohe through developing capacity of children, whānau and families and promoting learning for life.

kaupapaThe Trustees will work with kaupapa inherited from our tūpuna to enhance our relationships with one another and to achieve the aspirations of the educational community.

These kaupapa are guiding principles and values of te kākano i ruia mai i Rangiātea and are appreciated as taonga tuku iho over which we are guaranteed tino rangatiratanga under Te Tiriti o Waitangi.

These kaupapa will be expressed in the following ways:

manaakitanga Maintaining mana-enhancing relationships with each other as the Trustees, and all others with whom we develop relationships, upholding their mana and our own.

RangatiratangaExpressing the attributes of a rangatira, including: humility, leadership by example, generosity, altruism and knowledge of benefits to people; acting unselfishly towards one other; ensuring all decisions are made amicably for the benefit of all.

whanaungatangaKinship, including the rights and reciprocal obligations that underpin whānau, hapū and iwi will inform the Trust. A wider community provides support, assistance, nurturing, guidance and direction.

kotahitanga Developing and maintaining unity of purpose and direction, avoiding disharmony and division; encouraging contributions from all kura and schools; promoting harmony and collaboration within the Trust and in our dealings with kura and school communities.

wairuatanga Nourishing the wairua of all people; managing and promoting relationships that enrich and enhance our wellbeing, and the wellbeing of those with whom we work.

ŪkaipōtangaEstablishing and enhancing community relationships with the Trust, acknowledging the strength and energy we gain from our sense of place.

pūkengatanga Promoting excellence in the advancement of Mātauranga Māori, digital literacy and other academic areas of learning; each rōpū maintaining a high standard of quality and excellence in all areas; promoting the success of the Trust and educational achievement in the community.

kaitiakitangaPreserving and maintaining the existence of the Trust to fulfil its purpose and functions; upholding the uniqueness of each kura and school; fulfilling obligations to the Trust, and kura and school communities.

Te Reo Ko te reo te kaipupuri i te Māoritanga: whāia kia mau. Promoting and advancing teaching and learning in Te reo Māori; curriculum and content development in te reo Māori.

whakapapa Promoting relationships and benefits that acknowledge the multiple relationships and obligations to one another.

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key goals FoR 2016 • To make affordable digital devices available to all families who want to purchase them and use them

within the kaupapa of Te Reanga Ipurangi Trust.

• To secure support for an evaluation of the digital education strategy.

• To promote curriculum and content development in te reo Māori and to fund a Māori resources project manager.

• To promote the digital education concept and celebrate digital education in decile 1-4 schools with a symposium for teachers, parents, trustees and funders.

• To assist schools with a professional development strategy in E-learning and teaching.

• To develop and secure a WIFI network in Ōtaki and in areas where Ōtaki children reside.

• To promote an Innovative Teachers Academy.

• To promote a Film Festival celebrating children’s work.

• To build a network for children helping adults with digital technology.

• To work effectively with Te Mana o Kupe celebrating lessons learned by both Trusts.

evaluaTIon and anecdoTal evIdenceTo date we have not secured funding for an evaluation of the impact of the chromebooks on the educational achievement of the students. We do know that initially Ōtaki College aimed to establish 2 digital classes, however parental enthusiasm resulted in the College having to begin with four classes. Parents all attended an initiation before children took chromebooks home.

We know that teachers are reporting that the chromebooks enable children to keep up with lessons when they are absent as the lessons are posted on the chromebooks, so they don’t lose momentum when away from school.

We hear the when teachers are absent, that the lessons are still available on the chromebooks and teachers can maintain contact themselves with classes.

Teachers report that when giving instructions to children some children only need to hear the instructions once, and they move on quickly to their work. Other children need to clarify, to listen again and to seek further information. By being able to listen at their own pace to the instructions posted on the chromebook, children are able to work at their own pace. Children listen and deal with information at different speeds. Chromebooks facilitate this.


Teachers have told us that the children are ‘calmer’ in the classroom; there are fewer discipline issues, there is more student collaboration, children write more as publishing is not an ordeal for the slower ‘writers’.

Teachers tell us that they are more organised, that classes have greater access to visual and spoken resources, rather than only the teacher. There is a wider variety of research tools available.

The teachers tell us there is less talking, more individual one-to-one work with students.

Chromebooks provide access to the world.

A teacher told us he was sceptical to begin with. Now he is completely sold.

Providing feedback is easier, more efficient and immediate.

Some schools were surprised at the level of uptake and engagement by parents and children.

Having a digital device will quickly become normalised.

Schools have been grateful for the contribution Computers in Homes have made.

A principal told us: the teachers are loving it. And their skills are improving.

A goal for the coming year is to secure support for a formal evaluation over 3-5 years.

acknowledgemenTsTe Reanga Ipurangi acknowledges the contribution the following have made to the development of the Trust over the past year and to achieving the goals of the Trust. The Trust is grateful to the parents and Boards of Trustees that have provided volunteer help. Being committed to sharing our experience with others is a philosophy and kaupapa inherited from Manaiakalani schools from whose experience thousands of families are already benefitting.

Ōtaki & Porirua Trusts Board

Te Wānanga o Raukawa

Te Mana o Kupe

Manaiakalani Trust and schools

Anihaera Armstrong

Deanne Grainger

Kahui Legal

Computers in Homes

School Principals and teachers

J.R.McKenzie Trust

Todd Foundation

TG McCarthy Trust

McLean Trust

Lottery Grants Board

Richard Durney, Whaley Harris Durney

Parents and children

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FINANCIAl STATEMENTS 2014-2015From the year ended 31 march 2015

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FINANCIAl STATEMENTS 2013-2014From the period ended 31 march 2014

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144 Tasman Road, po box 63, oTakI 5512(06) 364 50 60

www.optb.org.nz

Te Reanga IpuRangI ŌTakI educaTIon TRusT

Te Reanga Ipurangi Ōtaki Education Trust Annual Report 2015

Documents

Transcript of Te Reanga Ipurangi Ōtaki Education Trust Annual Report 2015