Data Form A2 - Targeted Learning
The entire Targeted Learning Allocation (Section 3J) is limited to expenses that support focused initiatives identified through the allocation.
The Math Lead Component (Section 3J, item 2) is limited to the lesser of a maximum amount each year and the actual spending on the Math Lead’s salary, benefits, PD, and travel expenses. This restriction occurs automatically in the calculation on Section 3J. However, if there is overspending on the Math Lead then this may be covered by available underspending within the envelope.
Funding for the remaining components within the allocation may be used for expenses related to any of the allocation’s initiatives.
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Item 1 calculates the available deferred revenue at the start of the year as the sum of opening deferred revenue (item 1.1), current year allocation (item 1.2), and any earnings on deferred revenue and adjustment from Schedule 5.1 (item 1.3). Note that because the Math Lead component is already restricted to the lesser of the calculated funding and the actual expenses, there will never be an amount recorded in deferred revenue related to this component.
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Items 2.1 to 2 are for reporting of expenses within the envelope.
- Input expenses related to each of the components at items 2.1 to 2.4.
- Item 2.5 (Overspending on Math Lead) loads the excess expenses, if any, from Section 3J (item 2.9 less item 2, 0 if negative).
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Item 3 (Net Strike Savings): Input any net strike savings in the year attributable to this envelope.
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Item 4 (Enveloping Transferred to Revenue) calculates the amount of deferred revenue that is transferred to revenue in the year. It is calculated as the lesser of available deferred revenues (item 1) and spending in the year plus strike savings (items 2 + 3). This value is loaded to Schedule 5.1, item 1.9, column 6.
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Item 5 (Enveloping Closing Deferred Revenue) is the remaining deferred revenue, if any. It is calculated as the available deferred revenues (item 1) less the transfer to revenue in the year (item 4).