TO: Chair and Members Corporate and Emergency Services Committee
FROM: Julie Stevens Commissioner of Finance and Corporate Services
DATE: June 19, 2014
SUBJECT: CARP Muskoka Chapter #58 - Request for Funding
REPORT NO: CES-7-2014-5 ______
RECOMMENDATION
THAT the funding request from CARP Muskoka Chapter #58 BE DENIED, as it does not meet The District Municipality of Muskoka’s Grants Policy AD:28.
ORIGIN
A written request for a contribution of $3,500 was received from Linda Leibel, Chair of CARP Muskoka Chapter #58 which has been attached to this report as Appendix A.
ANALYSIS
Staff reviewed the information provided to determine if their request met the criteria for a capital grant as outlined in the District’s Grants Policy AD:28. Those being:
Organization Criteria Met Not Met
Non-profit organization Registered as a Canadian Not for Profit Corporation as of October 8, 2013.
Provides a service CARP (formerly known as the under one or more four “Canadian Association of Retired function areas: Persons”) promotes social change . Economic that will bring financial security, development equitable access to health care and . Protections to freedom from discrimination for persons and property Canadian seniors. While carrying . Human services out the mandate of the National . Health services Office, the Chapter also intends to address local issues including affordable housing, transportation, and education regarding healthier
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Organization Criteria Met Not Met lifestyles for seniors. The Chapter also plans to work towards coordinating Senior’s community organizations, and influence all three levels of government on matters affecting seniors.
Service and benefit The benefit is predominantly to directly or indirectly all seniors in the Muskoka/Parry of Muskoka Sound Electoral District.
In the attached request, it indicates that the seniors’ population exceeds 35% of the area’s total population and that the local Chapter currently has 1,135 members.
Demonstrated that such The funds requested are related to funds are essential to a one-time start-up grant of $3,500 establish a significant to finance their September 20, 2014 event or facility “Launch”. A proposed budget has been provided in the attached request and includes hall rental, entertainment, refreshments, marketing materials and postage.
Organization has The attached request highlights the exhausted all available following funding activities: alternative sources of revenue Funding Received: Initial start-up funding of $500 received from CARP National Office.
Funding Applied For/Applying For: “Pay it Forward Muskoka” Community Investment Grant of $2,500 in order to conduct a survey of current and future CARP members regarding their needs and priorities. Ontario Seniors Community Grant Program application to help finance a series of “Lifestyle” seminars for seniors to be held in various Muskoka venues over a six month period (i.e. health and nutrition, medical and health care, end of life care, financial and retirement planning, legal guidance, community involvement, travel and recreation).
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Organization Criteria Met Not Met
Although the group has been dedicated to its fundraising activities, the documentation provided does not support the conclusion that the organization has exhausted all available alternative sources of revenue.
A business case The funding request is for a one-time showing the ongoing event, their “Launch” meeting. Based viability upon the information provided, it is unclear as to how future activities and events will be funded.
Membership information is available online; however, it is inconclusive if the membership revenue is sufficient for the ongoing viability based upon the information provided.
Demonstrated return for The launch meeting of CARP Muskoka the people of Muskoka Chapter #58 may result in increased membership for the organization and increased awareness of seniors’ issues. However, the launch meeting is not benefiting the entire population of Muskoka.
FINANCIAL CONSIDERATIONS
There is no provision in the 2014 Tax Supported Operating Budget to fund such a contribution.
COMMUNICATIONS
Notification of the decision of Muskoka District Council will be forwarded to the Chair of CARP Muskoka Chapter #58.
Respectfully submitted,
Julie Stevens, CPA, CA Michael Duben Commissioner of Finance and Chief Administrative Officer Corporate Services
Page 3 Appendix A
June 2, 2014
Corporate and Emergency Services Committee District Municipality of Muskoka 70 Pine Street Bracebridge, ON Pll 1N3
To: Mayor Alice Murphy, Chair Julie Stevens, Commissioner of Finance and Corporate Services
We are writing to you today to request delegation at the next Corporate and Emergency Services Committee meeting on June 19, 2014.
The reason for this request is to present to the Committee our funding request in the amount of $3500.00 and information regarding the newly formed CARP Muskoka Chapter #58. We have outlined the reasons for our funding request in the attached documentation and information pertinent to the CARP organization.
We thank you for your consideration of this request and look forward to hearing from you at your earliest convenience.
Sincerely,
Linda Leibel, Chair CARP Muskoka Chapter #58 705-706-1388
/attach. I ntroducti on:
CARP (formerly known as the "Canadian Association of Retired Persons'') is a national, non-partisan, registered non-profit organization (see attached document), promoting social change that will bring financial security, equitable access to health care and freedom from discrimination for Seniors across Canada.
Through its "A B C" programs of Advocacy, Benefits and Community, CARP is dedicated to making life better for seniors in our community.
With over 350,000 members in Canada, CARP envisions a society in which everyone can live active, independent, purposeful lives as they age.
National health issues include: wait time guarantees, national pharmacare and caregiver benefits.
National finance issues include: universal pension plan, investor protection and increased income support.
National rights issues include: no mandatory retirement, an end to elder abuse and an end to ageism in the media. Our local CARP Muskoka Chapter #58, covers the Muskoka/Parry Sound Electoral District and currently has 1,135 members in this area.
With a seniors' population exceeding 35% of the area's total population (see attached listing of communities by postal codes), CARP Muskoka Chapter #58 will promote these national issues in our community.
Our Chapter will also address other local issues such as affordable housing, transportation and education of seniors on healthy lifestyles. We will work towards coordination of Senior's community organizations, and influencing Municipal, Provincial and Federal Councils and Legislatures on matters affecting seniors.
Initial Activities: CARP Muskoka Chapter #58 will be introducing itself throughout the region by attending the Barrie Health Fair, June 7, the District/Bracebridge Healthy Aging Fair, June 13 and by speaking to community groups such as local Probus Clubs, Rotary Clubs and other local organizations. Our official "Launch" meeting on September 20 is being held at the Bracebridge Sports pi ex. Local CARP members, local politicians and the community at large, will be invited to hear CARP National Office representatives outline the issues that the Muskoka Chapter will be focusing on. We will appeal for new members of CARP; to call for volunteers for the Board of Directors and/or Committees for the Muskoka Chapter; and to be entertained by a surprise guest. Funding Activities:
• Initial start-up funding was provided by CARP National Office, in the amount of $500, but in order to hold our September "launch", additional funds will be required (see funding request). • We have applied for a "Pay it Forward Muskoka" Community Investment Grant of $2,500 to conduct a survey of current and future CARP members to identify their needs and priorities, which will culminate in our September " launch" meeting. • We are working on an Ontario Seniors Community Grant Program application to help finance a series of "lifestyle" seminars for seniors to be held in various Muskoka venues over a six-month period. These seminars will cover health and nutrition; medical and health care; end of life care; financial and retirement planning; legal guidance; community involvement; travel and recreation. CARP Muskoka Chapter #58 will engage professionals who are experts in these fields. • Another project that has been offered to us in to become involved with a transportation service for seniors and working with local transportation companies to make local travel more affordable and accessible. • longer-term projects requiring funding will be to study various types of "affordable housing" for seniors. This will require substa ntial funds to gather existing data on the subject, to determine the most practical methods of providing housing outside of the traditional healthcare system, and to organize housing for Muskoka Seniors.
Funding Request:
Our immediate need is for a one-time only startup grant of $3,500.00 to finance our September 20, 2014 " launch" in Bracebridge, as outlined above. The costs associated with this event are attached in the proposed budget.
Conclusion:
As a Cha pter of the National CARP organization, CARP Muskoka Chapter #58 will carry out the mandate of the National Office and address local seniors' issues as identified in our survey. We will seek to understand our members' and prospective members' needs; to provide member value (Advocacy, Benefits and Community); to acquire and retain members; to increase political influence and financial resources; and finally to achieve social cha nge goals for seniors.
Your financial support is requested to assist us in reaching these goals.
Respectfully Submitted,
linda Leibel, Chair Roger Pinney, Treasurer Muskoka CARP Chapter 58 Funding Request Proposed Budget For September 20, 2014 " Launch"
Expense Item Amount
Sportsplex rental fee $150 Emcee/entertainer fee $300 Refreshments - 350 people $750 Door Prizes (non-donated) $150 Posters/flyers $150 Newspaper ads $250 Radio ads $500 Program printing $500 Postage $1,000 Total Expenses $3,750 Less: Sponsor table fees i.S1iQl Net Expense $3,500 Muskoka I Parry Sound CHAPTER CH58
Muskoka Parry Sound FSA FSA POC Bala POA 1AO Ahmic Harbour POB Baysville POH Arnstein P1L 1W8 Beaumaris POG Britt P1L Bracebridge POA Burks Falls POA1EO Dorset · POG 1BO Byng Inlet POA1HO Dwight POH Callander P1P Graven hurst POH Command a POE
Re: Canadian Not-for-Profit Corporation Status
This letter certifies that CARP is a registered Canadian Not for Profit Corporation.
Corporation Number 165646
Business Number (BN) 10684 2826RCOOOl
Governing Legislation Canada Corporations Act -Part II - 1976-10-22
Corporate Name CANADIAN ASSOCIATION OF RETIRED PERSONS ASSOCIATION CANADlENNE DES INDIVIDUS RETRAITES
Status as of Oct 8, 2013 Active
Registered Office Address
30 JEFFERSON A VEN UE TOROI\'TO ON M6KlY4 Canada
Sincerely, ~ll~ Anthony]. Quinn Director, Community Development
fJovocAcY [JENEFITS rioMMUNITY
30 jEFFERSON AVFI\JUE,TORONTO. ON MoK I Y4 · TEL 416 3o3 22.77 • FAX 416 363 8747 • TOII-FRF.E I 888 )(,3 22'-'C; www.CARP.ca