Acc^^s ;o Information Arf

Department of finance Mristera des Rnances Canada Canada Oucurn^rn divul^ue 6-! i ver.u ue i . _ " / MEMORANDUM KOTED6 SERVICE UNCLASSIFIED 4
T

Minister of Finance

inn's onto
DM0 TP~> APR8P.

dig.+8
4

Katharine Mullock (992-6452) Julie Turcotte (992-9588) Michael Willox (992-3530)

EDCF

FROM Dfi

Michael Morgan

2012FIN377746
OCT172B12

Background material on the economic and financial situation of the Canadian middle class

For information.

___________

Please find attached a deck on the economic and financial situation of the Canadian "middle class"', which reflects the Department's work on the issue of income inequality and the so-called middle-class squeeze. The definition of "middle class" is often in the eye of the beholder. For the purposes of this analysis, it is assumed to be the middle quintile of Canadian families. As noted in the attached deck, when differentiation of changes in family composition is not taken into account, real after-tax income of middle-income families in Canada grew by only about 7 per cent between 1 976 and 2010. The key message emerging from the analysis is that changes in the composition of "middle-income" families largely explain this income growth performance. Controlling for the changing composition of Canadian families - largely related to fewer adults per household as family sizes have declined over time - the real after-tax income of middle-income families has increased by 30 per cent from 1976 to 2010, on par with other income quintiles but somewhat lower than that of the top quintile (38 per cent). All major types of Canadian middle-class families, including elderly families as well as both singles and couples with and without children, have recorded robust income gains, especially after the mid-1990s, A sharp improvement in the incomes of elderly families reflects the maturing of the CPP/QPP and the expansion of the CIS. Among the working-age population, the rise in income for middle-class families has been fuelled by higher female employment rates, and, to a lesser extent, by higher wages and tax reductions.

Despite relatively robust income growth for the middle-class, some concerns remain. Canadian male workers in middte-dassjamilies have seen little wage increases since the mid-1990s. suggests that improving Canada's productivity performance will be key to foster the creation of high-quality high-paying jobs in the future.

Claude Lavote (996-9447)

CanadS

000001

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CO 3

October 2012

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Issues
Concerns have been raised that Canada's middle class families in the middle of the income distribution - has increasingly become financially squeezed. Economic developments - like the recent financial crisis, globalization, and technological changes that have increased the demand for skilled workers - have raised concerns that Canada's middle-class has lost ground relative to other income groups as their income has failed to keep up with rising costs of living. " In light of these concerns, this presentation assesses the economic and financial situation of the Canadian middle class.

From 1976 to 2010, the after-tax income of middleincome families rose less than that of top- or lowincome families.
Since 1976, the average after-tax income of Canadian families grew by 18% in real terms to reach $615000 in 2010 (last year for which data are available). Over this period, income of families in the top and bottom income groups grew faster than those of the middle income groups. From 1976 to 2010, the after-tax income of middle-income families increased by only 7 per cent (0.2 per cent per year) when adjusted for inflation.
Growth in real average after-tax aftertransfer family income from 1976 to 2010, by income group

G-.
10 per cent

30 o m.
o'
_

Notes: Figures in brackets represent the average after-tax after-transfer family income In 2010. After-tax, after-transfer income is the sum of all incomes from market and government sources, minus incomes tax. ^Statistics Canada, based on Survey of Labour and Income " SCF).

"

a,

Changes in the composition of the "middle-income" family largely explain this poor income performance.
A key factor contributing to moderate after-tax income growth for middle-incomes is the changing composition of Canadian families. In 2010, elderly and single-headed (lone-parents and singles) families accounted for 57 per cent of all families compared with 40 per cent in 1976. This shift in the composition of families has reduced the average number of adults in Canadian families, especially among middleincome families.
Distribution of Canadian families, 1976 and 2010, by family type
percent

1976 2010

10

Co =>

($43,300)

($46,800)

($32,200)

($88,900)

($73,100) _

Notes: Figures in brackets represent the average after-tax after-transfer ~, family incQme:jn;2p'JO.Afti9r-tax)afterrtransf0r income is the sum of ail
incomes:{ronlrnart,"st and government sources, minus incomes tax.

Controlling for the changing composition of Canadian families reveals relatively strong growth in middleincomes.
One way to control for the changing composition of Canadian families is to use a per adult equivalent income measure. Under this concept, income is adjusted for household size taking into account that the needs of a household increase with each additional member (adult or child) but not in proportional way because of economies of scale. For example, the heating costs for a twoparent family with one child will not be three times higher than the heating costs of an adult living alone. After taking the declining size of families into account, the after-tax income of middle-incomes has increased by 30 per cent from 1976 to 2010, on par with other quintiles but lower than that of the top quintile (38_per i \_ .
30 0 10 20 30
percent

Growth in real average after-tax aftertransfer per adult equivalent income from 1976 to 2010, by income group

5? 3

40

5. o 50* ~
^

=i

Notes: Figures in brackets represent the after-tax after-transfer income in 2010 divided by the square root of the number of people In the household. After-tax, after4ransfer income Is the sum of ali incomes from market ami .minus Incomes tax; Source: Statistics Canada, ~Land Survey of.

a.

All major types of middle-income families have recorded robust gains, especially after the mid-1990s.
All major family types have improved their median after-tax income from 1976 to 2010. Among the working-age population, all the gains in income have been registered after 1996, reflecting improved labour market conditions and, to a lesser extent, tax reductions. The strong improvement in the income of elderly families since 1976 mainly reflects the maturing oftheCPP/QPPandthe expansion of the GIS.
Growth in real median after-tax aftertransfer income from 1976 to 2010, by family type
percent
70 60 50 40 30 20 10

Lone- Elderly Two- Singles Couples parent families parent without families families children with children
($39,900) ($46,800) ($78,800) ($26,000)

p <:5r

rD

'~

O =>
O,

(D

($64,900) -

Notes: Figures in brackets represent the median after-tax after-transfer ~H family Interne in 2010, Aftw-tax, after-transfer income is the sum of all ? imjomes from'marttetand government M incomes tax. ? of Labour and Income H:;,

I"

PageS is withheld pursuant to sections est retenue en vertu des articles

of the Access to Information Act de la Loi sur I'acces a I'information

Higher employment rates, especially of females, account for most of the increase in working middleclass family incomes.
" About two-thirds of the growth in income (before taxes and transfers) of the middle class since 1996 is the result of higher employment rates (particularly of women). * Middle-class families have not received significant hourly wage increases. This is true in absolute and relative to other income groups. * Increases In hourly wage income and employment rates were particularly strong at the lower end of the income distribution.
Note: This analysis Is based on the 1996-2009 period (most recent year available for analysis). Microdata files are more comparable over this period. Also, theyeaM996Jsttjestarting point for stronger g

Contributions to before tax and transfer per adult equivalent income growth from 1996 to 2009, working-age population, by income group
per cent

55%

From higher employment rates From higher hourly wage rate 03 From other factors*

29%

> a ""> D
a =3
Bottom Second Middle 20%
($11,700) ($25,500) ($37,1^0)

Fourth

Top 20%

CD CD

($50,800) ($87,700)

o' ,,:"

pi^om growth in investment income and Tsworked. Source: Statistics Canada and Finance the Survey of

Wage growth has heen especially low for middle-class male workers...
The median annual wage has declined in real terms since 1976 (by 6 per cent) and has only increased by 8 per cent since 1996, Multiple factors could explain the lower wage growth of middle-class workers relative to that of higher-income groups, one prominent one being technological changes that have increased the demand for skilled workers. For the typical male worker, the median annual wage has declined by 19 per cent in real terms from 1976 to 1996 (from $42,000 in 1976 to $34,000 in 1996) before rebounding by only 2 per cent from 1996 to 2010 (to $35,000). In contrast, the median annual wage of women has steadily improved by 28 per cent since 1976 (from $19,000 in 1976 to $24,000 i ~
Real annual median wages
$2010

Median wage of men

A \***>*

Median wage 25000

Median wage of women

l; Q 'Ja- a
C '""-' ~)

20000 15000 1976 1982 1988 1994 2000 2006

Source; Statistics Canada, based on Survey of Labour and Income Dynamics (SLID) and Survey of Consumer Finances (SCF). ,*.>*> '

* p
-i ^ _> ?.

g O
O ^>1

(f

' ~'

r\' <i n

JLJLM.

Proportion of labour force with a university education

30

B B I H B B H H

m m m

E m mm mm r

m m m ma i
Females

HI
!

C/: The educational attainment of women has been rising in recent decades and now cu -> surpasses that of men. 0 in 2008, 62% of undergraduate degrees and 1976 1981 1986 1991 1996 2001 2006 2011 54% of graduate degrees were granted to Sample: Labour force participants age 15*. Source: Labour Force women. Survey estimates.

r o

I t f t i i t W i A ^ a i M l t t U u J ^

The level of indebtedness of middle-income Canadians has evolved similarly to that of other income groups.
As of 2005, the debt-to-income ratio was fairly similar across income groups, ranging from 1.1 for the top income quintile to 1.6 for middleincome Canadians and the bottom income quintile. Since 1984, the increase in the aftertax income of Canadians was outpaced by stronger growth in household debt. The increase in the debt-to-after-tax income ratio was evident across all income groups. Rising debt was fuelled at all income levels by growth in mortgage debt as home ownership became more affordable along with declining interest rates and ea
Debt-to-income ratio, working-age population, by income group
Ratio 2005

1.1

0.0

Note: Within each quintile, the debt-to-income ratio is calculated by dividing the group's average total debt by Its average total after-tax income.Source:Finance calculations based on Survey of:As.siets and Debts (1984) and Survey of Financial Security (1999,

^ c ~,' (]_.
rt11 <T>

The financial leverage of middle-income Canadians is also in line with that of the average Canadian family.
The financial leverage of middleincome families was similar to that of other families in 2005 (most recent year available), with their debt representing 24 per cent of the value of their net worth compared with a rate of 20 per cent for the average Canadian family. Moreover, housing affordability problems do not appear to be a major issue for middle-income Canadians. In 2009, only about 20 per cent of families in middle-incomes spent more than 30 per cent of their before-tax income on shelter (a threshold used by the CMHC), a rate similar to that registered in the early 2000s. In contrast, this share was about 68 per I I I M air__ m ie
u o
O 13

Debt-to-net worth ratio in 2005, workingage population, by income group

Average :

0.00

0.10 Ratio

0.20

0.30 o>
^ ~ ~''
12

quintile in ?<

Note: Within each quintile, the debt-to-net worth ratio is calculated by dividing the group's average total debt by Its average net worth {the differericeib^weenitotal assets and total liabilities). Source: ' of Financial

Rising prices of energy and food items have not had a disproportionate effect on middle-income Canadians.
Prices of energy and food items have respectively grown by an average of 5.4 per cent and 2.8 per cent annually over the 2000-2011 period. This has increased the cost of living of Canadian families. Middle-income Canadians, however, have not been more affected than the average Canadian family by higher food and energy prices.
The budget allocation of middleincome Canadians is similar to that of the average Canadian family, with 25 per cent spent on energy and food items compared with 23 per cent at the average. Share of expenditures on food and energy items in 2009, by income groups
Per cent

30

25

20

15

) i^'

a
;~i

Bottom Second Middle

Fourth Top20% & p

20%
Note: Shares are calculated as average expenditure of the group on a given commodity as a percentage of average current consumption. Source: Finance calculations based on Survey of Household Spending, 2009. ,_ ;.r--a .*. " '',

r: |
O o. ' <: c- -- i'^: rT <[>

Low-income Canadians are only slightly more affected than average Canadians by the increase in these prices,.

.0

Controlling for the changing composition of families, income of the Canadian middle class has grown strongly since 1976.
All major family types benefited from strong income growth. The sharp improvement in the income of elderly families reflects the maturing of the CPP/QPP and the expansion of the GIS. Among the working-age population, all the gains in income have been registered after 1996, reflecting higher employment rates (particularly of women), and to a lesser extent growing wage income and tax reductions.

Despite robust income growth for the middle-class, some concerns remain:
Canadian male workers in middle-class families have seen little wage increases since the mid-1990s.
3

- =3
o f,_
- J

This suggests that improving Canada's productivity performance will be key to foster the creation of high-quality high-paying jobs in the future.
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October, 2012

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For Signiture by / Information of A signer par / BOUT ("information dc

Minister of Finance
Prepared by (nimc/iniliitls/divisioii) Prcparf par (nom/inilia lea/division)

Katharine Mullock, ESPAD, (99^-5452) Julie Turcotte, ESPAD, (992-9588)^Michael Willox, ESPAD. (992-3530^^
In cocuullation with {nme/initials/brancli(ydivision(s)) En consultation avc (nom/tni(iale/ditection<sydiyku>n(s))

, TA/
Approvetl by Director Direcleur General director Direcleur Assistant Deputy Minister Sous-mfoislre adjoint ClifToid Clark V. E. ficonomiiic inviid Clifford Clark Associate Deputy Minister & C7 Sous-minure d<MguS cl represenianl du Canada au G7 Associate Deputy Minister Sous-minis Deputy Minister Sous-ministre " Deputy Minister to see Sous-ministrc a voir Remanqucs: Approuvg par

Claude Lavoie 0 Doug Nevison Benoit RobidouL-^

Michael Horgan

Remarks

Background material on the Economic and financial situation of the Canadian Middle Class
File no. No de dossier funding Dale

OCT - 4 2012
HN 210-37 (rev, 82/5)

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DuCbiTk-ni. divuk:;Uc; 6: i veru oa
Department of finance Ministers des Finances Canada Canada
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MEMORANDUM PROTECTED "P ^ Michael Morgan

ttriMi/r<k|iiiMCM*lxr

NOTE DE SERVICE

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Marie-Eve Desrochers 992-5555

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PPR3P_______.____,.......

FROM
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Benoit Robidoux

FSP ....._ EDCF

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2012FIN381429

C&C Law ..........

HOV212012
s.16(2)(c)

Budget 2013 Boot Camp: Post Mortem For Information.

As part of the Budget 2012 post-mortem, it was recommended that the Fiscal Policy Division coordinate a "Budget 101" training session for branch coordinators at the start of each budget process. The idea was to cover - ahead of lime - the key steps, tools and templates that Budget coordinators need to handle as part of their assignment. With this in mind, the Budget Coordination team developed two half-day training sessions (the "Boot Camp"), which were held on the mornings of October 17 and 18. Shortly after the Boot Camp, the Budget Coordination team circulated a short web-based survey to gather feedback and suggestions on how future pre-budget training sessions could be improved. Responses to the survey reveal that the Budget Boot Camp was highly successful and should become a permanent feature of the Budget Cycle. A summary of key results, with recommendations for next year's Boot Camp, is attached for your information.

Brian Pagan (995-6391)

FIN

000018

DuCliiVU-fii J i v U l y U e 6: i VOfi'.J u6 id t-Cr SuV ? aCOo w I'li'ifOi ITiililijt'i

Budget 2013 Boot Camp: Post-Mortem

As part of the Budget 2012 post-mortem, it was recommended that the Fiscal Policy Division coordinate a "Budget 101" training session for branch coordinators at the start of each budget process. The Idea was to cover - ahead of time the key steps, tools and templates that Budget coordinators need to handle as part of their assignment. With this iri mind, during the pre-Budget planning season, the Budget Coordination team developed two half-day training sessions (aka "Boot Camp"), which were held on the mornings of October 17 and 18. The Boot Camp outline and the list of participants can be found in Annexes II and HI* Shortly after the Boot Camp, the Budget Coordination team circulated a short web-based survey1 to gather feedback and suggestions on how future pre-budget training sessions could be improved. 13 out of the 19 participants responded to the survey. Key results are summarized below. Annex I details all the comments received through the survey.

Roughly 70% of respondents found the Budget Boot Camp to be 'Very useful" while 30% indicated that It was only "somewhat useful".
Overall utility of the Budget Boot Camp for participants

While a self-identified recent hiree mentioned learning lots of new information, another "veteran" indicated that the Boot Camp provided a good refresher.

Responses were anonymous. The survey can be consulted here: http://www.survevmonkev.cofn/5/R9WJ6VS

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Most sessions were rated as being "very useful" or "useful". The session oh "Preparing for Ministerial Briefings" received the highest average ranKIng while the session pn how to write and edit Budget text was considered slightly less useful. Ratings for Specific Session of the Boot Camp (on a scale of 1 to 4. "1" being useless and "4" being very useful)
^^^TH^M*TIH^^^H^^B

i
0.0% (0)

B^l
0.0% 18.2%

N.'A

Rating Response AverngG Count

3.5Q

3udgf Process at a Glance 16.7% I (0) (2V Navigating tho Budgt Drive Mastering Key Templatec #1: Budget 2-pngors Mastering Key Templates *2: The Master Tracker and the S&U Table Writing and Editing Budget Text The Roles of C&C In the Budget Process Preparing for Ministerial Briefings Post Budget Products
0.0% (Q) 9.1%

68.3% 25.0%

12 11

(7J
4.5%

O)
18.2% i[2> 16.7% 3.56

0)
0.0% (0)

(2)
41.7%

(6)
41.7%

o.ox
(0)
0.0%

(5)
50.0%

3.50

12

(2)
8.3%

0.0',', (0)
0,0% (0)

41.7%

3.45

(0)
0.0%

(6)
66.7%

(6J
25.0%

(1)
8.3% 3.27

::
12 12 12 12

(0)
0.0% (0) 0.0%

(B)
41.7%

(3)
58.3%

(D
0.0% 3.58

(0)

(5)
33.3%

(TJ
58.3%

(0)
8.3% 3.64

0.0% (d)
P.0% (0)

0.0%

(0)
0.0%

(1)
66.7%

cr
W

(1)
0.0% 3.33

<o>

33.3%

(8)

(0)

Respondents appreciated the schedule (2-half days) as well as the timing (midOctober) of the training. Similarly, the amount of information covered was deemed very adequate by most respondents. Ratings for Other Aspects of the Boot Camp (on a scale of 1 to 4, "1" being inadequate and "4" being perfect)
Aspect of Boot Carnp Amount of Information Covered Timing of BootCamp (I.e. too late or too early In the cycle) Schedule (I.e. 2 half-days ) Refreshments Networking time (Icebreaker, breaks etc.)

1
0.6%

2
0.0%

M i
(0)
33.3% (4)
7.7%

4
66.7%

N.'A

Rating Response Average Count

(0)

0.0%

(0)
7.7%

(8)
84.6% (11)

3.67

12

0.0%

0.0%

<T>
0.0%

(0)
0.0%

(1)
8.3%

3.69

13

(0)
0.0%

91.7%

(0)
0.0%

(0)
0.0%

(D
8.3%

fit)
75.0%

(0) 16.7%

3^92

12

(0)
0.0%

(0)
0.0%

(D 16.7% (2)

(9)
58.3% (7)

(2)
25.0% (3)

3.90 3.78

12 12

<0)

(0)

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DoCUiT16nt divUlUcJ Gi~l VcH'uJ O6 id

Overafi, respondents Indteated that the Boot Camp was we! plarmed, delversd and generally useful for new and returning Budget Coordnatore. SuguesfJona for next year, from both fadlittcftarHlre8pC4Klnts,hK}ktdthefbtlowring: Integrate at least one handsK>nadivtty to fadftate the reten^ some sessions more interactive. - One opfcxiwouJd be to provide partk^^ order to test track ohanges features, the Master tracker and the 8&U in real time. TMs wfll be espedafly relevant as a follow-up to the ptot project on e-bfnders. Review the schedute/tength of some sessions: The sessioro"Budc;at Process at a Glam*VOverv^ and responsfcawes" and Tost Budget Products' could be shorter. Breaks could be shorter, but more frequent, and acJcStionaliM breakers coukt be also conducted on the second day.

Consider InvftJng a representative from PCO to speak, from their pefspeoSve. to some aspects of the budget process (e.g. PM meeting, Decisions 2-pagere, Budget Process eta Glance etc.).

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OuCuiTlofli, uivUkjUc; 61 i vefuJ O8 id i-Oi o'.'j .' aOJc'.:> t.: / l i ' i i C ' i iTiilliC'f'i

ANNEX! Feedback received from participant*

1. Overall, how uaoful was tha Budget Boot Camp for you?

'Itoamadalotafldarefoaherwwhatldto^kmwwaAalsohelpfur
/ wish I could have attended both sessions. Perhaps naM time awund the sessions cotM be scheduled aftarthe BIA has been tabled.' Due to other pressing taste, I missed aM of the sessions other than the opening. I appreciated having an opportunity to meet other coon^tora.Whte I am unable to answer n^ojtesttons on this survey, I can teByou that I am supportive of the boot camp idea." 1 thtok presentations were vary good howvw a tot of what was said is hard to understand unta you actually do It one time. It he^ed demystify the dSfarent steps a^requto^nients.1' 'I am brand new to the Department (started Septembw 2012), so afaotf a* of the information was new to me. I realty appreciated the chance to learn about the budget process before becoming hearty involved to *.*

aoaaioiia of tha Budgat Boot Camp. T was not able to attend most of the presentations. Those for which I was to attendance wan useful and wet done.'

3. PtoaMratetlwf6Iiowingothtraapd8ofthaBudg0tBoot&mipotiafMialof1to4 behifl Inadequate and "4" being perfect). *2 half-days was Ideal. I would suggest doing It to Septoniber a* sonie budget work had started before the bootcamp. Refroshmenta ware very thoughtful.' "Again, perhaps hokBng the sessions just befom the new Budget process stefo and after mo B!A2 is tatted.0 'Bring coffee to first thing, ffyou are going to schrtute first thfag fa the morning ptoase.0

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4. Do you taw any other auggttiiont or comments tohe^ Camps? 'OveraivefyweBdone" The Legal session on BtA waant so useful, shoo budget coordnators aren't typicaffyhtavfy Involved to Wa process. OveraH, good ovenfowtf the procassarrt useful insights for competing th* various products. Gccdjobt"

l/)Mrfteatawyapootf^toadtfor)e/nd&^
tnfonnatiofi**

"/ 8incnty think * was waH planned and weffddSvered Boot Canyt. For Mum Boot Camps I

1 reaty appreciate the Budget Handbook and ha^atreodyrafeiTdd to it on a few occasions, ki fact, ftn surprised this product naant bean pnpanxl in provfous years.'

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s-Oi iiuV" / c/CGc o t.i / //// ITialiul't

ANNEX II List of Participants Budget coordinators Martin Lajoie (DMQ) Michelle Waters (C&C) Jonathan DeWolfe (EDCF) Stephanie Tremfalay (EDCF} Ouafa Benchekroun (EDCF) Kelly Nares (FPRSP) Hillary Jensen (FPRSP) Robert Behrend (FPRSP) Neil MacKinnon (FPRSP) Leigh Wolfrorn (FSP) Maurice Poitras (FSP) Monic Gupta (ITF) Melanie Rivest (ITF) Trevor Smith (LAW) Sonia Beaulieu (LAW) Jenna Robbins (TPB) Karen Rawson (TPB) Peter Turner (TPB) Mitch Villeneuve (EFP) facjIitat^r/Speakers Marie-Eve Desrochers Erica mil Maud Rivard Kathy Wrye Guest Speakers David Gamble Michael Garrard Angela Gillis Roxanna Lund Steven McLaren Brian Pagan Glenn Purves

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rWfPtCX m Session Outline

While there are many circumstances that arise during tr budget process which require a considerable degree of adaptabffity (changing proco\ire and ttmeflnw in response to requests, addffional communications products, etc), them are also templates, processes and procedures that can be planned wefl in advance. In this context, the Budget Boot Camp alms to prepare branch coordinators by walking them trtwgh the key steps, tools and templates they wi have to handle as part of their assignment Purpose and Objective it Provide budget coordinators wfth a better understanding -ahead of tone- of ttwoveral budget process as well as their key roles and tociease ooordtaatDfft* understand^ how they contribute to the final product, etc.) so mat coordinator are bettor equipped to advise officials In metr branches. Ensure that coorolrtators are abletofittouttemplates(Including spreadsheets) as comprehensively and accurately as possible in order to improve tteo^iaUly of information provided Provide an oppoitjnHy for coordRiators to Icnowe retettonsNps early in the process.

Adjust or enhancetemplatesand procedures, in ight of early branch feedback.

DtscriptlonofSessfofw/Modutes:

o o o o o o

Budget Process at a dance OvsAffew of Budget Oxxtflnator Rotes and ResponslbBities Navigating the Budget Drive Mastering key templates*!: Budget 2-psflere (irtciuding rote of Rccrf, GBAs and SEAs) Mastering key templates2: The Master Tracker and the Source & Uses tables Preparing for Ministerial Briefings (La.manao^ tablets, post-meeting Reconfe of Decisions ete.) o Writing and Edffing Budget Text

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Length: Two naif-days (one day total) Dates: October 17* and 18* Language: Presentations wffl be mainly In Engish butparticipante are encouraged to ask questionsfanboft official languages. Number of perffdpant*: About 20 (excluding speakers) FacJOatonFPD Budget Coordination Team Supporting Materials: Budget Handbook; Power Point presentation

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DRAFTAGENDA

TIME
9:30-9:40

SESSION
Welcome, introductions and Boot Camp objectives Icebreaker Budget Process at a Glance Quick Overview of the Rotes and Responsibilities of Budget Coordinators Navigating the Budget Drive

SPEAKER
Brian Pagan

NOTES [

Day 1 - October 17

9:40-9:50 9:60-10:15

Marie-Eve Desrochers KathyWrye

* Provide an overview of budget process for the Government as a whole, highlighting the Department of Finance's role within it Brief overview of role of coordinators throughout the different phases of the budget process. Specific tasks will be discussed on second day of the Boot Camp. Suggested Folder Structure How to grant access to Budget Drive through IT desktop "Rules' for sending email

10:15-10:30

MaudRivard

10:30-10:40

Marie-Eve Desrochers

10:40-10:50 10:50-11:30

Break Mastering key templates #1: Budget 2-pagers KathyWrye Mike Garrard Angela Gillis/ Roxanna Lund Overview of the new template FPD review of 2-pagers (including sunsetters, set asides and funding boxes) Completing a GBAs and a SEAs Questions/Comments

11:30-

! Session Wrap Up

Maud Rivard

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Day 2 -October 18
0:304:46 Glann* 10 Key Pieces GtennPurvM of Advtoe to Budget Coordinators Ertoa HII& Mastering toy template #2: The MaudRivard Metier Tracker and the S&UTaWe THM8S(onm^htbemov9dtoth Wednesday. Explain purpose) of tools Draw attaition to respective inrtnjcfion theete.instructtons provided In headers and Importance offofiovrfngtatrueflonsat al tiroes. Explain naming convention and provide instructions tor saving worksheets. Managing deadlines, praduoing binders, using tablets, pott-meeting Fteoords of Decisions etc.

9:45-10^0

10105-1020

1020-1030
1030-11:00

Preparing for MIrMertal Brieftigs Break TheRotetofC&CIn flte Budget Proeest

KathyWiye& Martin Lajoia

David OamUe Pubtohbig, translating and editing * f*J*nrnimfatl1tffi Pnvblfta* MAWJB I*|ABI & Steve McLaren speeches, fanfbkls (C&C) The Budget Briefing Book Budget PowerPoint presentations * Medta and other lockups KathyVv>ye& MfcheRe Waters fC&C) Provide an overview of the budget text drafting process, including general timelines and importance of track changes Provide guidelines on howtoproperty track changes and incorporate changes torn multiple users BIA Provide guUanc* to ooinpietion of lha Budget RD and tables for TBS, paying attention to: settskfes, departmental spHt, MC Provide an overview of Post Mortem development at the branch level and departrnenbwide Summarize rotes and reeponsbiiSet at they pertain to the different phasee of the process: Budge* launch 2-pegers and ministerial briefings Budget text and other communication products Post budget Pre budget (new cycle)

11:00-11:15

Writing and Editing Budget Text

11:15-1135

Pott Budget Products

Trevor SmttWSonte Beauteu (Legal)& Erica m

11^0-11:46

Rotes and Budget Coordinators

MaudRivard

11:46

Wrao-Uo

Brian Penan

10

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