2014/2015 Annual Report
ANNUAL REPORT
APRIL 1, 2014 TO MARCH 31, 2015
Prepared: June 17, 2015
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Table of Contents
BOARD OF DIRECTORS ...... 3
STAFF OF NEWSASK CFDC ...... 6
CHAIRPERSON’S REPORT ...... 17
SUMMARY OF MINUTES ...... 18
NEWSASK GOALS AND OBJECTIVES ...... 21
NEWSASK ACTIVITIES ...... 22
NEWSASK SUMMARY OF ACTIVITIES ...... 27
INVESTMENT FUNDS ...... 29
INVESTMENT FUND AND TECHNICAL SERVICES STATISTICS ...... 30
SELF-EMPLOYMENT PROGRAM...... 31
SELF-EMPLOYMENT BENEFIT PROGRAM STATISTICS ...... 32
NORTHEAST SUPPORTED EMPLOYMENT PROGRAM (NESEP) ...... 33
NEWSASK STATISTICS ZONE BY ZONE ...... 36
NEWSASK COMMUNITIES AND THEIR POPULATION ...... 37
APPENDIX
LOANS DISBURSED BY ZONES AND BAD DEBT BY ZONES
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NEWSASK COMMUNITY FUTURES DEVELOPMENT CORPORATION BOARD OF DIRECTORS CHAIRPERSON: ANNETTE DUBÉ Annette joined the Board in March 2001 as Community Futures NEWSASK's Zone 7 representative for the Kelvington/Rose Valley/Archerwill area and assumed the board chair position in June 2007. She is the Newsask rep on the North East Supported Employment Program committee and the CFS 'Entrepreneurs with Disabilities Program' Ad Hoc committee. Annette was very honoured to receive the provincial 2013-2014 CFS Volunteer Award. As a volunteer, Annette is also actively involved in her community in numerous capacities. Annette has been involved with the tourism industry since 1999 as the rural-based owner/operator of Chickadee Hollow Bed & Breakfast Lodge near Greenwater Lake Provincial Park and is past chair of the Saskatchewan Bed & Breakfast Association. Annette and her husband, Francis, have raised a family of five and are the exceedingly proud grandparents of eight. VICE CHAIRPERSON: ROBERT MCPHERSON Robert (Bob) McPherson was a founding board member and as of June 2010 returned to the board representing Zone 4 from the Melfort area of Newsask Community Futures. Being action orientated Bob comes to the Board packing 30 years’ experience in municipal governance, administration, project management and development. Currently he offers his services as a consultant spearheading research and development for specific project development, as well as mediating conflicts. Hobbies include any sporting activity and volunteering for the Lions (past district governor) and being the EMO Co- coordinator for Quill Plains Mutual Aid District. Bob is a pedigreed seed inspector for Prairie King Inspections and enjoys helping out on the farm. SECRETARY TREASURER: GARY CLEAVELEY Gary is from Tisdale and joined the Board in April 2014 and is Newsask’s Zone 5 representative. Gary is a current K40 member and current Board member for Tisdale Minor hockey. He is a former Kinsmen member and refereed hockey for 25 years. He is a past coach for hockey, baseball and was on the provincial SIAST advisory board and Board member for OPET for 15 years. Gary is married and has two grown children and enjoys spending time with his grandchildren.
DIRECTOR: TAMMY DORION Tammy joined the Newsask Board on May 20th 2014 representing Zone 1 for the northern Village of Cumberland House. Tammy is currently Deputy Mayor and was a previous Board member. DIRECTOR: Zone 2 – VACANT
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DIRECTOR: JOHN KLYNE John Klyne joined the Newsask Board in April 2014 and is representing zone 3. He works for Gabriel Dumont Institute based out of Nipawin but covers Northern Region 1, Eastern Region 2 & 1. He has sat on many different boards in the Region, Shore Gold Board Member, Nipawin Ethanol Plant Subcommittee member, Frist Nations and Metis Steering Committee (Cumberland College) as well as a Steering Committee member of the Nipawin Oasis. John is a single parent raising a teenage son.
DIRECTOR: BRUCE LEBARRE Representing Zone 6 is Bruce LeBarre from Naicam. Bruce joined the Board in October 2008. He farms at Naicam and is also involved in the production and sale of Hybrid poplar and is also involved in the forest industry. He is Past Chairman of the Northeast Peer Review committee for environmental farm plans and also a founding member and past Chairperson of Parkland Agro Forestry. Bruce has worked on many projects with many different agencies such as Sask Research Council, Canadian Forest Service, Sask Forest Centre, CSALE at the U of S and Manitoba Farm Woodlot Association. He is married and has two sons. DIRECTOR: ALICIA CURLE Alicia Curle was nominated to the Board on October 12, 2012 to represent Zone 8. Alicia currently works at the Porcupine Plain RCMP Detachment and operates a municipal and economic development consulting business. Prior to this, she held the positions of Project Manager for the Saskatchewan Economic Development Association and Municipal Administrator for the Town of Porcupine Plain. Alicia has served on many boards including East Central Tourism Region, Saskatchewan Economic Development Association, Etomami Valley Regional Economic Development Authority, Porcupine Plain Interagency, Porcupine Plain Loans Cooperative & Porcupine Plain Economic Development Committee and the Larwood/Shaw Memorial Swimming Pool. Alicia holds a Diploma in Business Administration, a Certificate in Local Government Administration and a Certificate in Economic Development. Alicia resides in Porcupine Plain and manages a grain farm operation with her husband.
DIRECTOR: ELVINA RUMAK Elvina Rumak is currently the Mayor of Hudson Bay – a small town of 1500 nestled in the Red Deer Valley between the Porcupine and Pasquia Hills in East Central Saskatchewan - a friendly town where the emphasis is on Family Living focusing on sport, culture and outdoor recreation. Elvina is serving her fourth term as Mayor and previously served two terms on Town Council. She is involved with Municipal activities through Economic Development/Tourism, Health District Trust, Physician Recruitment, EMO Control and Northeast Transportation (NEATPC) and is also on the Community Futures Saskatchewan Board representing Newsask for Northeast Saskatchewan. Elvina is married and has four children – two employed in Alberta, one in Winnipeg and one in Saskatoon. Elvina and Ernie also have two grandchildren residing in Winnipeg.
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DIRECTOR FIRST NATIONS: WENDELL HEAD Wendell was nominated to the Board of Directors on November 28, 2006. Wendell is currently the Economic Development Officer and a proud member of the Red Earth First Nations. In the past he has represented various organizations as a Board member and a Director and includes the Prince Albert Grand Council (PAGC) Sports, Culture & Recreation, Nipawin Integrated Service Committee, Cumberland Delta Moose Management Committee, Nechapanuck Child & Family Services Inc., Nipawin Representative Workforce Committee and Diamond Development Advisory Committee. He is currently on the Nipawin Biomass Ethanol Project Committee, Eastern Sector Community Development Corporation, Nipawin and District Chamber of Commerce Board of Directors and was previously elected to the Nipawin Cooperative Association as a delegate. He was recently appointed to the First Nations Economic Development Working Group under the office of the Treaty Commissioner. He volunteers his own time with the Red Earth Golf Committee and the Red Earth Minor Hockey Association. Wendell was born in Carrot River and is married.
DIRECTOR METIS REPRESENTATIVE: DIANNE HOLMSTOL Dianne Homstol was born and raised in Saskatchewan and has been a resident of Tisdale for the past 27 years. She has a Business Administration Certificate and is also certified as a Special Care Aide and Recreation Therapist. She has worked for Kelsey Trail Health Region since March 1988 and during this time served on the CUPE Union as a Vice President and Steward. She has also worked as a Recreation Coordinator for Tisdale Housing Authority and was instrumental in setting up recreational programming for Tisdale and area. Dianne is the President of the Tisdale Metis Local and she sits on the Metis Eastern Region II Board as well as past Board member of Infinity Development Corporation. She has been a member of Metis Nations since 1970 and worked in the organization as an Aboriginal Family Alcohol Counselor. Dianne has two children, her daughter Tressa is a teacher and resides in Saskatoon with her husband Brian and her son Brant also of Saskatoon works as a Pipe fitter. Dianne is pleased to sit on the Community Futures Newsask Board as the Metis representative. DIRECTOR YOUTH REPRESENTATIVE: CAMERON CHOQUETTE Cameron was appointed as the Youth Representative on the Board of Directors on January 21, 2015. He is a current Director on the Saskatchewan 4-H Council and is the Administrator of the Wadena Livestock Association. Cameron is graduating from Kelvington High School this year and will be pursuing a degree in Commerce at the University of Saskatchewan in Saskatoon, SK. Cameron is passionate about positive youth development, community engagement, and volunteering.
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STAFF OF NEWSASK CFDC JUDY CHILDS - GENERAL MANAGER Experience:
Community Futures Newsask – November 1990 to present Seventeen years administration experience, including 10 years in the Alfalfa Industry: 3 years, Tisdale Alfalfa and 7 years, Saskatchewan Dehydrators Association and the Canadian Dehydrators Association Operated the Kipabiskau Regional Park Store in 1998 with seven students Assisted my husband with commencing KC Financial Consulting and ongoing support since May 2001. Education:
1st year of Agriculture completed, related classes include Accounting, Communications I & II, Management Principles, Sociology, Ag Economics and Statistics 80 hour computer instruction course including DOS, ACCPAC, ver 5, Quattro Pro, Database III and Word Perfect 5.1 1991 – Improving Financial/Cash Management Skills 1991 – Strategies For Success 1991 – Beyond the Bottom Line – Course of Study in Business Finance & Accounting 1992 – Introduction to Economic Development for Saskatchewan Communities 1992 – Innovative Community Leadership in the 90’s 1993 – Management & Leadership Skills for Women 1993 – Federal Business Development Bank Lending Workshop 1993 – Gabriel Dumont Institute of Native Studies & Applied Research- Empowering Northern Communities 1993 – Prospecting 1993 – Risk Assessment 1994 – (EDAC) Economic Development Association of Canada, Year 1 University of Waterloo 1994 – Investment & Venture Capital Symposium 1995 – How to Handle Negativity in the Workplace 1995 – Project Management 1995 – Managing Multiple Projects & Meeting Deadlines 1995 – Helping Skills for Communities in Conflict 1996 – Cultural Awareness Training 1996 – Leading the Way/Strategies for Creating Sustainable Communities in the 21st Century 1997 – Thriving on Change Leadership Seminar 1997 – Lending Law and Realization Course- Donald Layh 1997 – Microsoft Office 97
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1997 – Sensitivity Training for Persons with Disabilities 1998 – Strategic Management & Planning For Community Futures 1998 – Pine Tree Management Skills – Management Skills for Front Line Managers – Module I – Supervision 1998 – Commercial Credit Training 1998 – Farm Debt Mediation Service- Financial Review/Mediation and Farm Consultation Service – Pathfinding/Financial Review Workshop 1998 – Dealing Effectively With Unacceptable Employee Behavior 1998 – Aboriginal Lending and Collections 1999 – Create the Future CFDC/WD, Jasper, Alberta 1999 – Lending/Realization Law Course 1999 – Community Futures Achievement Program – Module 1 – Community Futures in Perspective, Module 2 – Operations – Board & Staff 2000 – The Exceptional Assistant Program Training 2000 – IT Works Conference 2000 – Quality Management Training 2000 – E-Commerce Training 2001 – Time Management 2001 – Credit Union Lending Law Course - Donald Layh 2001 – Conflict Management Skills – Cardwell Human Resources Predict Problem Situations, Keep your Poise and Cool, Repair Damaged Relationships and Prevention and Mediation 2001 – Developing a Community/Regional Project 2002 – Social Cohesion, Social Capital and Community Sustainability 2002 – Community Based Organization Evaluation Workshop 2002 – Disability Awareness Training 2002 – An Overview of the Bankruptcy Process and the Orderly Payment of Debts – Scharfstein Gobbings Walen & Fisher 2002 – The Art of Negotiating- Negotiation Institute of New York 2002 – Survey Development –Survey’s From Start to Finish- Statistical Consultation Group, Statistics Canada 2002 – Microsoft Word 2002 – Addressing Disability Issues 2002 – Microsoft Excel 2002 – How to Mentor For Persons With Disabilities 2003 – Interviewing Skills 2003 – Book Keeping From a Shoe Box- Train the Trainer 2003– Stress Management 2004 – Understanding Financial Statements 2005 – TEA Training Management & Board Overview 2005 – Credit/Audit Module 7 2005 – Leadership Module 9 2005 – Credit Union/Coop Conference 2005 – Credit Union Realization Law Course – Donald Layh
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2005 – A Lender’s Guide to Loans, Insolvency and Security Enforcement 2005 – Effective Presentation Skills – Part I 2005 – Social Economy Module 2005 – Connections 2005 – Credit Unions/Cooperatives 2006 – Presentations Skills Part II 2006 – Proposal Writing 2006 – (EDAC) Economic Development Association of Canada Year II - University Of Waterloo 2007 – Effective Use Of Bankruptcy in Security Realization 2007 – BRIEX – Retail Development & Analysis 2007 – Leadership Training Part 1 & II- July 5th & 13th 2007 – Leadership Lessons Learned Sept. 2007 – Managing Performance Aligning People to Strategy 2008 – Marketing Discussions (Video Conference) 2008 – SVCN Website Launch (Video Conference) 2008 – Setting Performance Standards (Video Conference) 2008 – SK Professional Development (Video Conference) 2008 – Project Management 2010 – TEA Mapping 2010 – HR Train the Trainer 2011 – Stats Canada – Turning Stats into Stories Workshop 2011 – Go Forth training 2011 – Marketing Business Statistics (VC) 2011 – The Economy of Business Incubation and Incubation 101 2011 – Social Media (VC) 2011 – Module 3, Financial Management of CFDC & Module 4, Legal Responsibilities 2011 – Sales & Marketing (CF Training, Saskatoon) 2012 – Thought Patterns for High Performance Pacific Institute 2 days (Melfort) 2012 – Aboriginal Recruitment and Retainment Feb 28th 2012 – Enforcement & Money Judgment Act Seminar 2012 – TOWES Training 2012 – TOWES Test Administrator Certification – on line 2012 – Tea 10 Training Video Conferencing 2012 – How to Improve Your Community Competition 2013 – TEA X Webinar Grid Session 1 & 2 2013 – CF Website CMS Training 2013 – TEA X – Task Templates 2013 – VC Business Infosource 2013 – TEA X Tracking Leverage and Job with Outcomes 2013 – Intersections For Growth Conference 2014 – Principle of Effective Leadership Part 1 2014 – January - Principle of Effective Leadership Part 2 2014 – Social Media & All Your CF Provincial Marketing Tools
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2014 – Loan Trends & Legal Issues 2014 – Making 2014 The Best Year for CF’s 2014 – Interpersonal Communications 2014 – Negotiations and Conflict Resolution 2014 – Leading in a Diverse Environment 2015 – Innovative Leading 2015 – Working with Entrepreneurs with Mental Health Concerns 2015 – Adobe Connect/Accessing CF Training 2015 – Orientation to New Content Management System 2015 – TEA Optimization 2015 – Coaching and Mentoring Employees Volunteer Positions:
Toastmasters – Former Member Tisdale Kinette Club Tisdale Minor Ball – Treasurer and Division Head Tisdale Minor Hockey & Ringette – Ringette Division Head TUCS Graduation Co-Chairperson Chairperson three years, Ethnic Food Booth, Doghide River Festival Volunteer for Tisdale Honey Festival Volunteer Judge for Adult & Youth Singing Competitions – Doghide River Festival K-40 Member Other Positions:
CFPS (Community Futures Partners of Saskatchewan) – Executive – Management Team – Two years. CFPS (Community Futures Partners of Saskatchewan) – EDP Committee Member from April 17, 2001 – April 30, 2004. Judge for the Business Plan Competition for the province – SIIT – Saskatchewan Indian Institute of Technologies – May 10, 2007 & 2008. CINDY REAUME - LOANS MANAGER/BUSINESS ANALYST Experience:
Community Futures Newsask – March 1998 to present Four Seasons Greenhouse – Weekend staff supervisor, assist with purchasing inventory, staff scheduling and bookkeeping and assist with customer service. Markwart Jewelers – Sales Clerk Home Daycare – Child Care Shear Image Hair Design – Hair Stylist, Assistant Manager Cindy’s Hairstyling – Owner / Operator Northern Refrigeration – Home Based Business/Receptionist & Bookkeeper
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Education:
Business Certificate 1 SIAST / Cumberland Regional College. Courses included Finance, Accounting, Communications, Marketing, Economics, Statistics, and Management. Computer Oriented: Windows 95, Windows 3.1, MS- Word 6.0, MS-Word 97, MS- Word 2000 MS-Excel, Power Point, MS-Access, Visual Basics, and Internet. Cosmetology Certificate, Marvel Beauty School Saskatoon. 1998 – Commercial Credit Training 1998 – FRED Training 1998 – Team Building Seminar 1998 – Aboriginal Lending Training Seminar 1998 – Al Perkins Marketing Seminar 1999 – Understanding Financial Statements - WD 1999 – Legal & Accounting Issues for Small Business - Burningham 1999 – Successful Selling Seminar - WD 1999 – GST. & PST. For the Small Business 1999 – Credit Union Central Lending Training 1999 – Financial Analysis Training 2000 – Tea Training 2000 – E-Commerce Training 2001 – Quality Management Training 2001 – E-Commerce Follow up Training 2001 – Time Management 2001 – Donald Layh Law Lending Training 2001 – Scanner Training 2001 – Canada Saskatchewan Business Service Center Training 2002 – Disability Awareness 2002 – Basic Bookkeeping – WD 2002 – Conflict Management – Cardwell Human Resources 2002 – Marketing Seminar – WD 2002 – Survey Development 2002 – Microsoft Word 2002 – Addressing Disability Issues 2002 – Microsoft Excel 2002 – WD Training 2002 - TEA IX Training 2003 – The New Land System, Kirby Burningham, Tisdale 2003 - Writing and Grammar Skills 2003 – CSBSC Web Site Training 2003 – Interviewing Skills 2003 – Stress Management 2003 – Realization Law Course – Donald Layh 2003 – E-Business Canada Saskatchewan Business Service center
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2004 – Understanding Financial Statements 2005 – TEA Training Creating Records –on line 2005 – TEA Training Loan Records-on line 2005 – TEA Training Amortization Schedule-on line 2005– TEA Training Non Performing Loans- on line 2005 – Credit Union Realization Law Course – Donald Layh 2005 – Effective Presentation Skills – 1st ½ 2005 – Social Economy Module 2006 – Everyday Project Management 2006 – Presentations Part II 2006 – WD Performance Measurement Report Training 2006 – Understanding Financial Statements 2007 – TEA Overview 2008 – Project Management 2009 – Lending Law – Donald Layh 2009 – Lending Criteria (Video Conference) 2009 – Flexline Line of Credit Loans (Video Conference) 2009 – CF & BDC Partnering in Turbulent Times (Video Conference) 2009 – CED Projects – Take 'Em or Leave 'Em (CF Conference) 2009 – Managing Info for a Small Business (Video Conference) 2010 – Book Keeping From a Shoe Box 2010 – TEA Mapping by VC 2010 – Human Resource – Train the Trainer 2010 – Tax Issues For Small Business by VC 2011 – Collections and Court, Saskatoon 2011 – Sales & Marketing (CF Training, Saskatoon) 2012 – Thought Patterns for High Performance (Melfort) 2012 – Aboriginal Recruitment and Retainment Feb 28th 2012 – Enforcement & Money Judgment Act seminar June 28th 2012 – TOWES training June 7th & 8th, 2012 2012 – TOWES Test Administrator Certification-on line 2012 – TEA 10 Training video conference 2013 – VC Training Introduction to Pricing & Costing 2013 – VC Advanced Pricing & Costing 2013 – VC Income Tax Basics 2013 – TEA X Webinar Grid Session 1 & 2 2013 – CF Website CMS Training 2013 – VC How you Know You are Making Money 2013 – VC Accounting and Tax for Small Business 2013 – VC Small Business Bookkeeping and Payroll 2013 – TEA X Transaction Adjustment 2013 – TEA X Webinar – Task Templates 2013 – TEA X Tracking Leverage and Job with Outcomes 2013 – Intersections For Growth Conference
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2013 – Principle of Effective Leadership Part 1 2014 – Principle of Effective Leadership Part 2 2014 – Social Media & All Your CF Provincial Marketing Tools 2014 – Loan Trends & Legal Issues 2014 – Making 2014 The Best Year for CF’s 2014 – Interpersonal Communications 2014 – Negotiation and Conflict Resolution 2014 – Leading in a Diverse Environment Volunteer Position:
1997 – 1998 President of the Tisdale Skating Club 1996 – 1997 Head Bingo Coordinator Tisdale Skating Club. 1999 – Assistant Soccer Coach 2000 – Team Mom – Recreational Volleyball
SHEILA PATTERSON - Employment Services Facilitator for Persons with Disabilities Experience:
Community Futures Newsask February 2004 to present Job Coach-North East Supported Employment Program September 2003 to February 2004 Community Facilitator-Human Resources September 2003 to February 2004 Home Program-Autistic child July 2003 to February 2004 Teacher Assistant-SASKFEAT summer program for children with Autism 2003 Teacher Assistant-Tisdale Middle and Secondary School 1998 to 2002 Alderman-Town of Tisdale 1991 to 2003 Figure Skating Instructor 1976 to 1998 Sales Associate (Century 21) Education:
Teacher Assistant Certificate, SIAST Kelsey Institute Asperger’s Workshop Autism Workshop “You, Me and the Kids” Workshop Professional Assault Response Training Saskatchewan National Sanitation Training Program CPR/First Aid Seven Steps to Effective Parenting Level 1 Technical and Theory Courses (National Coaching Certification Program) Clinic Conductors Course (Saskatchewan Figure Skating Association) Real Estate 150 (Saskatchewan Real Estate Association)
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2005 – Supported Employment Strategies and Techniques-SIAST Kelsey – Saskatoon, SK 2005 – EDP Sensitivity Training – Moose Jaw, SK 2005 – Effective Presentation Skills – 1st ½ 2005 – Social Economy Module 2006 – Everyday Project Management 2006 – Presentations Part II 2006 – Proposal Writing FASD Training Workshop Strategies and Supports 2007 – National Supported Employment Conference; Destination Employment – Learning Disabilities; Improving Supported Employment Outcomes for Individuals with Mental Illness; Job Developer Toolkits; Rural PEI – What’s working. 2008 – Providing Service to Customers with Disabilities (Video Conference) 2008 – Creating an Inclusive Workforce (Video Conference) 2008 – Building Business Partnerships Workshop 2009 – Treaty Seven Community Futures-Disability Employment Conference 2009 – MS2007 and MS Word 2007 (Video Conference) 2009 – MS Excel 2007 (Video Conference) 2009 – I am Accessible-Diversity in the Workplace (Video Conference) 2010 – Focus on the 90% - Darcy Lang 2011 – Supported Employment Conference in Regina sponsored by SETI 2011 – SafeTalk (Suicide Alertness for Everyone) Melfort, SK 2011 – Structured Interview Process (SARC) Saskatoon, SK 2011 – Diversity: We are all Part of it. (Immigration Community Resource Coordinator) 2011 – Diversity: It’s the one Thing We all Have in Common (Valerie Pruegger, Intercultural Interactions Inc.) Saskatoon, SK 2011 – Standardized Admissions Training, Melfort SK—SARC 2012 – Thought Patterns for High Performance (Melfort) 2012 – June 7, 8, 2012 Essential Skills and TOWES Site Administrator Training- SIAST Wascana Campus, Regina, SK 2012 – TOWES Test Administrator Certification-on line TOWES 2012 – Self Employment Resources for People with Disabilities-Video Conference. 2013 – SARC Conference, Saskatoon SK 2013 – Making Business Your Partner 2013 – The 3 C’s of Networking 2014 – CASE Conference, Regina, SK 2015 – Power of Meaningful Moments
CAITLIN RATHGEBER – ACCOUNTING CLERK Work Experience:
2005-2008 Plants O’ Plenty Green House (Transplanted and Watered Flowers) 2007-2009 Doghide Gallery (Framed Art, answered phone, filled out work orders)
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2009-2010 Extra Foods (Cashier) 2009-2010 Lois Skinner Chartered Accountant (Filed and printed information, placed information into spreadsheets, worked with Quickbooks) November 2010 to Present- Community Futures Newsask (Administrative Secretary/Accounting Clerk) Education:
2009 High School Graduation Diploma 2009 Business Classes- Cumberland College. Courses included Microsoft Word, Excel, Access, PowerPoint, Simply Accounting and Business Administration.
Training Classes, Workshops or Seminars with Newsask:
2011 – Business Infosource (Training Session in Saskatoon) 2011 – Business Infosource (Video Conference Training) 2011 – GoForth Training (Video Conference) 2011 – Sales & Marketing (CF Training, Saskatoon) 2012 – Thought Patterns for High Performance (Melfort) 2012 – Simply Accounting Level 1 (CCI Training, On-site at Newsask) 2012 – VC TEA 10 Training video conference 2013 – VC TEA 10 Mini Sessions Video Conferences 2013 – VC Managing Contacts, Accounts, Client Projects and Projects (2.5 Hrs); 2013 – VC Creating Loan Records (2.5 Hrs); 2013 –VC Creating Amortization Schedules (2 Hrs); 2013 –VC Managing Delinquent Loans (2 Hrs); Jan. 15 - Accounting and Transaction Processing (2.5 Hrs)) 2013 – SEDA’s: Introduction to Community Economic Development Module 1 2014 – TOWES Training SIAST Regina 2014 – Social Media and All your CF Provincial Marketing tools 2014 – Loan Trends and Legal Issues 2014 – Making 2014 the Best Year for CF’s 2014 – Simply Webinar “ What’s New” 2014 – Payroll Law Seminar - Saskatoon 2014 – Simply Webinar- How to prepare for Year End 2014 – Payroll Law Seminar – Saskatoon 2014 – Managing Multiple Priorities, Projects and Deadlines – Saskatoon 2014 – Bookkeeping from a Shoe Box (4 Classroom Sessions) 2014 – Managing Emotions Under Pressure – Saskatoon 2015 – Payroll Law Seminar - Saskatoon Volunteer Positions:
2003-2005 Star City Canskate Program 2006 Torch Trail Bible Camp 2006-2009 Various High School Programs (Telemiracle fundraiser, etc.)
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2008-2009 Tutoring 2009 Tisdale Day Camps KAY LACROIX - SENIOR JOB COACH (North East Supported Employment Program) Work Experience:
2013-Present North East Supported Employment Program (Senior Job Coach) 2009-2013 North East School Division (Facilitator & Educational Assistant) 2007-Present Self-employed (Esthetician) 2001-2009 Rocky View School Division (Facilitator, Educator and Educational Assistant)
Education:
1992-1994 University of Alberta- BA of Education 1992 University of Grant MacEwan – Educational Assistant Program Training Courses:
2006 – Autism Workshop 2007 – Behaviour Management Certificate Program 2009 – Non-Violent Crisis Intervention 2010 – Behaviour in Classroom Settings 2013 – Safe Talk Workshop 2013 – FASD Workshop 2014 – CASE Conference, Regina, SK 2015 – Power of Meaningful Moments MEGAN NAGY – ADMINISTRATIVE SECRETARY Work Experience:
2007-2008 – Keystone Café (Waitress) 2010-2012 – Tisdale Canalta Hotel (Night Audit Clerk) September 2012 to Present – Community Futures Newsask (Administrative Secretary) Education:
2009 High School Graduation Diploma – Porcupine Plain Composite High School 2010 Office Education Certificate – SIAST Cumberland College, Tisdale. Classes included: Microsoft Word, Excel, Access, PowerPoint, Outlook, Simply Accounting, Typing, Accounting, Business Communications, Office Procedures and Record Management
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2012 Business Certificate Program – SIAST Cumberland College, Tisdale. Classes included: Microsoft Word, Excel, Accounting, Financial Math, Statistics, Economics and Marketing. Training Classes, Workshops or Seminars with Newsask:
2013 – Business Infosource (Training Session in Saskatoon) 2013 – TEA X Training Webinars (8 Online Sessions) - Working with Scheduler, Activities and Activity Logs; Managing Contacts, Accounts, Client Projects and Projects; Creating Loan Records; Creating Amortization Schedules; Managing Delinquent Loans; Accounting and Transaction Processing; Grids – Session 2; Creating Merge Letters; Transaction Adjustments. 2013 – CF Website CMS Training (Video Conference) 2013 – TEA X Training Webinars (4 Online Sessions) – Searching in TEA, Task Templates, Tracking Leverages and Jobs with Outcomes, Managing the Delinquency Journal. 2013 – Why Securing Your Online Reputation is The Smart Choice Today Webinar 2013 – Sage 50 Accounting Webinars (5 Online Sessions) - How to Get Started, Payroll, Customers & Sales, Bank Reconciliations, Vendors & Purchasing. 2014 – TOWES Training SIAST 2014 – Social Media & All Your CF Provincial Marketing Tools 2014 – Loan Trends & Legal Issues 2014 – Making 2014 the Best Year for CF's 2014 – Sage 50 Accounting Webinars (2 Online Sessions) - What’s New, General Ledger & The Chart of Accounts 2014 – Payroll Law Seminar in Saskatoon 2014 – Managing Multiple Priorities, Projects and Deadlines Seminar in Saskatoon 2014 – Bookkeeping from a Shoebox (4 Classroom Sessions) 2014 – Managing Emotions Under Pressure 2015 – Payroll Law Seminar in Saskatoon Volunteer Positions:
2000–present Mistatim Fish and Game League
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CHAIRPERSON’S REPORT To be presented at the AGM
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SUMMARY OF MINUTES APRIL 1, 2014 TO MARCH 31, 2015 APRIL 2014
Approval was provided for Head to attend the Aboriginal Aquaculture in Canada in Prince Albert Approval to stop the demand on a loan from Zone 6 Cleaveley’s nomination as Zone 5 Representative was accepted Klyne was nominated as the Zone 3 Representative Policy Review A loan from Zone 4 was increased from $68,000 to $150,000 Annual General Meeting date of June 18, 2014 was chose Allowance for Doubtful effective March 31, 2014 was approved MAY 2014
A loan from Zone 4 was declined A loan from Zone 3 was approved Dorion’s nomination to be the Zone 1 representative was accepted Annual General Meeting date was changed to June 23, 2014 June Board and Executive Meeting Date was changed to June 23, 2014 Year End Reports were approved Desjarlais’ resignation was accepted with regrets Approval was given for Milton Tootoosis to make a presentation to the Board and other community members JUNE 2014
A loan from Zone 7 was approved Approval was provided for Childs to attend provincial investment pool planning meeting on June 16, 2014 Approval to accept the payment agreement from the demanded Zone 9 loan but without releasing the guarantors or security Approval to purchase a new office camera at a cost of $649.00 plus taxes 2013-2014 Performance Report was approved to be submitted to Western Diversification Approval was provided to close the office on Monday, June 30 Approval was provided to contribute $1,000 to the 2014-2015 Snowmobile North East Sask campaign Approval was provided to cover the mileage expense for Regional EDO/Committee Meeting that Dubé and McPherson on June 12, 2014 Approval was provided to cancel July and August Board Meetings Approval to add tax arrears and penalties to a loan in Zone 3 as well as pay the town to halt tax enforcement proceedings was provided
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AUGUST 2014
Approved was provided for Rathgeber to attend the Payroll Law seminar in Saskatoon on August 26, 2014 Approval was provided to submit the Embracing Diversity Workshop proposal SEPTEMBER 2014
Approval was provided to sign the Board attestation form Approval was provided to invest $150,000 in the Provincial Leading Pool Dean Wallace made a presentation to the Board Carrot River’s Tender to host YBEX 2015 was approved Rathgeber and Nagy were approved to attend Managing Multiple Priorities and Deadlines in Saskatoon on October 15, 2014 Approval was provided to contribute $5,000 to the Municipal Infrastructure Conference being held in Nipawin in April 2015 Approval was provided for Childs, Reaume and any interested Board members to attend the SEDA Conference Approval for Head to attend the 3rd Annual Network Forum was provided Halvorson’s resignation was accepted with regrets OCTOBER 2014
A Loan of $60,000 from Zone 3 was approved Approval was provided to cover travel expenses for any Board member attending the Embracing Diversity Workshop Strategic Planning Meeting Bylaw 6.1 was changed An appeals board is to be established in the Newsask region. The appeals is to be made of professionals not affiliated with Newsask. The Board decided that approval for all travel requests over and above regular Board meetings and Newsask events must be approved at regular Board meetings and a verbal report must be presented to the Board after attending. Approval to hold payments for a Zone 7 client was provided A Loan Zone 3 was increased from $60,000 to $70,000 Approval was provided for Rathgeber and Nagy to attend Bookkeeping from a Shoebox in Yorkton on October 29, 30, November 5 and 6. McPherson was approved to be the alternate CFS Board Member NOVEMBER 2014
A loan from Zone 6 was demanded A syndicated loan was approved in the amount of $50,000 Approval was provided for Dubé and up to an additional five Board/staff to attend the Just Watch Me! Video Contest Launch DECEMBER 2014
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Two loans from Zone 3 were approved The Board decided that YBEX submitters are to receive only one ticket for the 2015 banquet Budget Meeting date of January 8 was chose JANUARY 2015
A loan for Zone 5 was approved in the amount of $30,000 Approval for Board honorariums increase from $30 to $50 effective April 1, 2015 was approved Policy 16.4 was amended Approval was provided for Loans Manager/Business Analyst to approve loans up to $15,000 in the absence of the General Manager Approval to accept the proposal from the demanded loan from Zone 6 Annual Operating Budget for 2015-2016 was accepted as presented Approval was provided for Childs to attend the Western Economic Diversification Partners’ Meeting taking place February 25, 2015 in Saskatoon Approval was provided for all Board and staff to attend the Professional Development and CF Gala in Saskatoon on February 26 and 27, 2015 Choquette’s Nomination as the Youth Representative was accepted LeBarre’s Nomination to represent Zone 6 was accepted McPherson and Curle are to establish an employee relations committee 2015-2016 Annual Operating Plan and Transfer of Interest was approved FEBRUARY 2015
Approval for Childs to attend the Ministry of the Economy Outcome-based Contract Management Initiative meeting in Saskatoon on March 3, 2015 was provided Approval was provided for Rathgeber and Nagy to attend Payroll Law 2015 on March 10, 2015 Approval was provided for Childs and Reaume to Coaching and Mentoring Employees on March 26 and 27, 2015 Approval was provided for Head and Homstol to attend the Treaty and Doing Business with First Nations Workshop on February 24, 2015 MARCH 2015
A loan from Zone 3 in the amount of $6,000 was approved Approval was provided for the payments of the loan in Zone 3 to be lowered Approval was provided to change the Internet Banking Policy Approval was provided to include a Years of Service Awards Policy Approval was provided to increase Administration fees to 2% across the board Approval to purchase 50 Contigo water bottles, 50 Contigo travel mugs, and 200 smiley guys cell holders was provided Approval was provided for Head to attend the ABM 2015 Preparation Workshop on March 26 in Prince Albert
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NEWSASK GOALS AND OBJECTIVES Mission Statement: - Working in the north east to achieve development in business. Goals: Newsask CFDC will 1. Increase Revenue from other sources. 2. Increase Lending Volumes 3. Maintain and Expand Programs. 4. Increase Youth Development.
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NEWSASK ACTIVITIES Initial Inquiries FISCAL YEAR NON SEB SEB TOTAL APR 90 – MAR 91 128 49 177 APR 91 – MAR 92 191 96 287 APR 92 – MAR 93 324 203 527
APR 93 – MAR 94 490 257 747
APR 94 – MAR 95 488 210 698
APR 95 –MAR 96 497 145 642
APR 96 – MAR 97 502 198 700
APR 97 – MAR 98 659 152 811
APR 98 – MAR 99 694 182 876
APR 99 – MAR 00 797 39 836
APR 00 – MAR 01 *1,151 9 1,160
APR 01 – MAR 02 *1,806 22 1,828
APR 02 – MAR 03 *1,196 20 1,216
APR 03 – MAR 04 *2,409 18 2,427
APR 04 – MAR 05 *2,480 27 2,507
APR 05 – MAR 06 417 + *56,145 12 56,574
APR 06- MAR 07 557 + *14,830 11 15,398
APR 07 – MAR 08 667 + *17,882 14 18,563 APR 08 – MAR 09 302 + *19,519 9 19,830 APR 09 – MAR 10 521 +13,585 19 14,125
APR 10 – MAR 11 1109 + 33711 11 34,831 APR 11 – MAR 12 942 + 39,283 4 40,229 APR 12 – MAR 13 421 + 57,152 4 57,577 APR 13 – MAR 14 461 + 52,238 3 52,702 APR 14 – MAR 15 243 + 50,129 2 50,374
TOTAL 373,926 1,716 375,642 *Includes successful hits on Website
In evaluating website inquiries over the past year, there is an indication that clients are inquisitive about the loan funds, Newsask Services and downloading business plans on a regular basis. This has assisted the office in less time and cost involved in mailing out business plans. It is recommended that the web page continue to be updated regularly to ensure relevancy. We use various social media advertising including Face Book, You
Community Futures Newsask 22 2014/2015 Annual Report tube and Twitter. We have staff member(s) that have the expertise in updating our website, Facebook and YouTube and will ensure that it is updated in a timely manner. Successful visits are what have been recorded on an annual basis. 2012-2013 Visits WEB SITE Facebook Kijiji CF Website Total 57,843 628 1,025 - 2013-2014 Visits WEB SITE Facebook Kijiji CF Website Total 52,238 1,941 713 15,838 2014-2015 Visits WEB SITE Facebook Kijiji CF Website Total 50,129 30,281 298 19,550
TECHNICAL SERVICES Technical services are an integral part of Newsask’s day-to-day activities. The service includes development of business plans, assessment of the viability of a business proposal; financial projections; computer services; bookkeeping assistance; guidance and liaison to other assistance programs (private or government); analysis of financial information of existing businesses; advice on legislative and regulatory requirements for business; management assistance; monitoring and support. Access to a large library of business resource materials, publications, audio and video programs and books are a great source of information for many clients. We utilize Infosource regularly and PCensus information to assist clients with their business plans and feasibility. Nine e-books are listed on our webpage that are free of charge to the client’s that provide information on different business topics. An area of increased activity for CFDC staff is client counseling and business training. A service that is provided is a “business review”. Philosophy- Provide a business review as a business retention strategy and to enhance and ensure success of the business. In 2014/15 technical services created and maintained 5 jobs and levered $378,500 in the Region. Newsask staff prepared a total of 18 business plans in the past fiscal year. Staff performed counseling and research activities for an additional 2059 clients. In addition, Newsask was very active in 88 Community Development Activities/Projects leveraging $113,182 in the region.
Community Futures Newsask 23 2014/2015 Annual Report
The following are some of the activities that staff and the Board of Director’s have participated in during the fiscal year: APRIL 2014
Gabriel Dumont Institute Representative in Office Tisdale Rambler Rodeo and Trade Fair Policy Review Meeting Installation of New Phone System Carrot River Job and Trade Fair Zenon Park Council Presentation Municipal Infrastructure Conference in Kindersley YBEX Submission Deadline YBEX Judging Western Economic Diversification Canada Representative in Office Hudson Bay Trade Fair MAY 2014
YBEX in Nipawin NESEP Board Meeting Newsask Board and Executive Meetings Janke Jellicoe LLP Annual Audit Installation of New Postage Meter CF Managers’ Meeting in Saskatoon Interpersonal Communication Training in Tisdale WES Final Reports Due JUNE 2014
Regional EDO/Committee Meeting NESEP Board Meeting CASE Conference in Saskatoon Challenge 4 Communities Photo Op Newsask Board and Executive Meetings Newsask Annual General Meeting JULY 2014 AUGUST 2014
Payroll Law 2014 Seminar in Saskatoon Regional EDO/Committee Meeting Managers’ Meeting in Saskatoon SEPTEMBER 2014
VC – EDP Meeting
Community Futures Newsask 24 2014/2015 Annual Report
NESEP Board Meeting TMSS Work Experience Presentation Kelvington Partnership Luncheon Regional EDO/Committee Meeting Newsask Board and Executive Meetings LP Miller YBEX Presentation OCTOBER 2014
LP Miller YBEX Presentation NESEP Board Meeting Managing Multiple Priorities and Deadlines Seminar in Saskatoon Newsask Board and Executive Meetings Partnering to End Poverty Workshop in Tisdale Embracing Diversity Workshop Newsask Strategic Plan Meeting Newsask Board and Staff Retreat LP Miller YBEX Presentation TMSS Career Fair Bookkeeping from a Shoebox Training Session in Yorkton Professional Leadership Training Challenge 4 Communities Submission Deadline NOVEMBER 2014
Challenge 4 Communities NESEP Board Meeting Bookkeeping from a Shoebox Training Session in Yorkton Municipal Infrastructure Conference Planning Meeting in Nipawin Newsask Board and Executive Meeting SEDA Forum Managers’ Meeting in Saskatoon SEDA Conference in Saskatoon Hudson Bay Council Presentation DECEMBER 2014
Affinity Credit Union Meet and Greet NESEP Board Meeting LP Miller YBEX Presentation Managing Emotions Under Pressure Seminar in Saskatoon Newsask Board and Executive Meetings Professional Leading Training in Tisdale JANUARY 2015
Municipal Infrastructure Conference Planning Meeting
Community Futures Newsask 25 2014/2015 Annual Report
Labour Standards Workshop Newsask Budget Meeting CanSask In-office Monitor Newsask Board and Executive Meetings Just Watch Me! Video Contest Submission Deadline FEBRUARY 2015
NESEP Board Meeting Just Watch Me! Video Contest Voting Period Newsask Board and Executive Meetings Western Economic Diversification Partners Meeting in Saskatoon Scotiabank Meet and Greet Cornerstone Credit Union Meet and Greet Community Futures Gala and Training in Saskatoon MARCH 2015
NESEP Board Meeting Payroll Law 2015 Seminar in Saskatoon WCB In-office Monitor Service Canada In-office Monitor Cumberland College YBEX Presentation Cumberland College Scholarship Ceremony Central Website Maintenance Training Webinar Melfort Career Fair Newsask Board and Executive Meetings Managers’ Meeting in Saskatoon Human Resources Program Conference Call Coaching and Mentoring Employees Seminar in Tisdale
Community Futures Newsask 26 2014/2015 Annual Report
NEWSASK SUMMARY OF ACTIVITIES
90/96 96/97 97/98 98/99 99/00 00/01 01/02 02/03 03/04 04/05 05/06 06/07 07/08 08/09 09/10 10/11 11/12 12/13 13/14 14/15 Total
Business Plans 169 75 78 36 30 43 32 22 30 29 26 28 27 23 31 33 25 24 27 18 801 Prepared
Loans 136 29 16 20 10 13 11 13 13 *14 *10 8 11 9 12 15 19 11 10 14 396 Processed
SEB 100 20 17 15 2 9 2 4 12 4 5 6 14 8 15 11 8 4 2 2 256 Clients
Funds
Leveraged 5,565
708,212
(All Programs) 67
2,954500
1,027,460
$131,956 $570,567 $985,455 $295,581 $509,167 $848,676 $413,000 $930,000 $832,800 $610,207
$
$
$2,845,503 $1,376,534 $1,955,762 $1,010,219 $1,710,165 $2,430,773 $
$14,307,376 $35,
Training & Research 450 224 183 250 191 184 1828 752 520 582 593 568 471 302 540 798
1008
1609 2091
1,916
Clients 14,791
Community Development 100 121 148 128 128 165 81 199 80 75 102 96 96 88 74 115 122 83 93 88 2182 Activities
1990 – To March 31, 1996 combined as one total Observations That May Affect Activity Generally a high percentage of Self Employment Clients receive loans from Newsask. This year there were only two SE clients placed on the SE Program. We believe the SE Program has been successful due to the fact the philosophy is that if we are going to place a client on the program, then we should be prepared to loan to the client as well. Most lending institutions would not lend to these clients, due to the fact that they are developmental loans. We believe the reduced number of SE clients is due to reorganization of the CanSask Office and less staff to refer SE clients to Newsask and the economy. In addition, the unemployment rate is approximately 5.3%.
Community Futures Newsask 27 2014/2015 Annual Report
We no longer consider ourselves a last resort lender and have become more of a partner with lending institutions, real estate agencies, insurance agencies, accountants etc. We have lent out over 11.5 million and levered just over 34 million in the region which confirms that we are an effective partner with other lending institutions and communities in business development. SBLA’s were discontinued in the province and may provide an opportunity for Community Futures to increase our lending activity. In the past we have had several smaller loans that this program picked up. Childs has contacted Birdie Thompson, Ministry of the Economy and informed her that we would be interested in taking any SBLA in the area over if they no longer want to collect the existing loans. Changing needs of the rural areas i.e. value added agriculture etc. This year was the 14h annual YBEX (Youth Business Excellence) Awards. A past participant continues to grow as an individual and business owner. He stated that the immediate benefits were the cash prizes, the awesome supper and sometimes he would receive credits towards classes. The long-term benefits were money management, and some of his university classes were effortless, such as commerce classes, design classes and economic classes because he understood more from being involved in YBEX. In addition, it was a resume booster. For himself personally, he stated he was on the Student Senate for four years in a row at the U of S and YBEX assisted him research skills that provided economic backing for arguments and writing efficient costing plans. It provided him with effective professional writing and definitely he was strides ahead of other students in terms of money management. He graduated from Melfort and Unit Comprehensive Collegiate in 2009, at which time he moved to Saskatoon. He is a recipient of the Saskatchewan Junior Citizen of the Year Award in 2009 and a Saskatchewan Youth Award in 2010. He has just completed Computer Engineering at the U of S and is currently employed by the U of S Information Technology Services and owns his own app company. In 2013 he received the Queens Diamond Jubilee Award. He is definitely a role model for the students and is an inspiration to all who participate in YBEX. “Eighty percent of businesses fail in the first five years. By contrast, eighty percent of businesses that have participated in a business competition succeed after five years.”1 Horizons Magazine Volume 1, Issue 2, 2011 (Regina Regional Opportunities Commission) Encouraging clients to take Go Forth Institute training which is the1st integrated online business training offered for entrepreneurs. The client learns 100 Essential Small Business Skills in 10 web video modules. CFP WD performance report round 4 (2006-2011) completed February 2015 – Overall the data demonstrates CF organizations’ lending activity is making a difference. Although the comparable group appears to lend to a slightly more diversified clientele base, in recent years CF organizations have made strides in diversifying their clientele, according to the Herfindahl Index. CF assisted firms outperformed the comparable group in terms of job growth, firm longevity, and sales growth.
Community Futures Newsask 28 2014/2015 Annual Report
INVESTMENT FUNDS Newsask had 12 loan applications approved in 2014/15, equating to $538,000. As of March 31, 2015, 14 new loans had been disbursed in the amount of $811,700. These loans created and maintained 40 equivalent jobs.
Youth As at: Non Repayable & Disabilities Total March 31, 2013 Investment Fund Repayable Investment Fund Investment Fund Total Investment Fund Assets at end of $2,608,364 $770,329 $249,746 $3,628,439 year
Cash on Hand (before commitments) $652,417 $352,195 $30,179 $1,034,791
Loan Commitments $0 $0 $0 $0
Balance to Lend Out $652,417 $352,195 $30,179 $1,034,791
Loans Receivable at Year End $1,918,282 $520,569 $126,950 $2,565,801 CFS Lending Pool $0 $0 Allowance for Doubtful Accounts at 232,970 $22,009 $58,580 $313,559 Year End
Bad Debt Expense for Fiscal Year End $0 $0 $0 $0
Disabilities Non Repayable Repayable Investment SBLA Total Investment Fund Investment Fund Fund
# of Loans Disbursed 8 4 1 0 14
Value of Loans Disbursed $474,700 $328,000 7,000 $0 $811,700
Number of FT/PT Jobs Created or 27 11 2 0 40 Maintained
Funds Leveraged $30,000 $60,000 $0 $0 $90,000
Community Futures Newsask 29 2014/2015 Annual Report
NEWSASK COMMUNITY FUTURES DEVELOPMENT CORPORATION FOR PERIOD FROM APRIL 1, 1990 – MARCH 31, 2015 INVESTMENT FUND AND TECHNICAL SERVICES STATISTICS
APR/14 TO APR/90 TO MAR/15 MAR/15 A) Number of businesses started and operating through 15 699 investment, SBLA, or technical services. B) Number of full-time jobs actually created or maintained through businesses started because of disbursed loans or 43 1,135 technical services. C) Number of part-time jobs actually created or maintained through businesses started because of disburses loans or 12 519 technical services. D) Number of loans and LOC’s approved 12 452 E) Number of loans and LOC’s disbursed. 14 331 F) Total dollar value of loans approved. 538,000 17,192,573 G) Total dollar value of loans actually disbursed. 811,700 11,612,292 H) Months of Operation. 12 300 I) Operating dollars committed to program. 297,669 6,488,199 J) Average dollar amount for each job created. Calculated by dividing total operating dollars plus loan loss by total jobs $6,765 $4,653 FT/PT created/maintained. (I +N) / (B + 1/2C). K) Total funds levered by technical services or loans $510,000 35,510,226 disbursed. L) Average dollar amount of each loan disbursed. (G/E) 59,979 35,082 M) Total number of volunteers serving as Board Members. 11 189 N) Total loan loss for period, principal only. 0 826,386 O) Percent loan loss (N/G) 0% 7.12% P) Average Investments per job created (G/(B+1/2C)) 20,813 8,390 Q) With the New reporting to WD they are requesting number of contacts the 2,059 325,425 calculations from the WD quarterly reports state Number of clients served R)Web Site Hits 50,129
Note: Statistics include loans, technical services, projects & leveraged funds from loans, as well as technical services that resulted in the client to obtaining, the funds from another financial institution.
Community Futures Newsask 30 2014/2015 Annual Report
SELF-EMPLOYMENT PROGRAM As of 1999 the Self Employment Benefit Program (SEB) was transferred from the Federal Government to the Provincial Government. Guidelines and criteria have been developed and as such, the program has been altered and is now called the Self Employment Program (SEP). As a result, Newsask’s role has changed to provide assessments, monitoring, & mentoring of the clients, while the program is administered by Canada/Saskatchewan Career & Employment Services. The Self Employment Program was developed to assist in creating employment in North East Saskatchewan. Under the new changes, Career & Employment Services pre- screens clients and determines whether or not they qualify for the program. Since the changes in the Program, Newsask has seen a dramatic decrease in the number of people entering the program. In this fiscal year, four clients were placed on the program. Three clients were interviewed for an assessment and of the two, two clients were placed on the program this year; one business is still trying to obtain the funding and the other one just started her business as of March 31, 2014. This start created one fulltime job. Since commencement of the program in July 1992, Newsask has assisted in training clients to start 235 businesses in Northeast Saskatchewan. These starts created 197 full- time and 138 part-time jobs. Fifty-two of the SEB clients have accessed funding from Newsask during this period. Clients are referred to the program from a variety of agencies/corporations throughout the region. As well, services are advertised through promotional brochures, newspapers, radio ads and presentations made to community groups and associations. The utilization of a webpage and face book is another source of advertising. As part of the process, Newsask assists SE participants in establishing a viable business plan prior to the start of the business. The development of a sound business plan will act as a guide to assist clients in the development of their business. In addition, financial institutions will use the business plan when considering lending to businesses. Newsask utilizes the plan to monitor the client and the business. Training is recommended in the assessment that is completed by Newsask staff and final approval is handled by Career & Employment Services in its entirety. This past year, clients are required to complete the GoForth Training modules that provide 100 essential small business skills. Newsask Community Futures Development Corporation is committed to assisting business growth in North East Saskatchewan and will therefore continue to provide technical and advisory assistance to SEP participants after they have completed the Self Employment Program.
Community Futures Newsask 31 2014/2015 Annual Report
SELF-EMPLOYMENT BENEFIT PROGRAM STATISTICS April 1, 1992 – MARCH 31, 2015
APR/14 TO JUL/92- MAR/15 MAR/15
A) Number of SEB client started. 2 227
B) Number of businesses started. 2 235
C) Number of businesses still operating from original 2 Unknown number started (Fulltime & Part-time).
D) Percent of Businesses still operating. 100% Unknown
E) Number of full time jobs originally created. 3 197
F) Number of part time jobs originally created. 1 138
G) Total jobs created (E + F). 4 376
H) Number of SEB clients accessing funding from 2 53 CFDC Investment Fund.
I) Total dollar value of loans disbursed to SEB clients. $78,000 1,327,431
J) Months in operation. 12 245
K) Operating dollars committed to the Program. $3428 1,003,274
L) Total benefit costs for all EI clients. Unknown 1,820,978
M) Average benefit cost per client (M/A). Unknown 11,980
N) Average cost per job Created ((L+M)/G) Unknown 4,941
O) Total funds levered by SEB Activities. $0 $4,960,841
Community Futures Newsask 32 2014/2015 Annual Report
NORTHEAST SUPPORTED EMPLOYMENT PROGRAM (NESEP) The objective of the NESEP is to increase employment for individuals with disabilities in the North East region. This is achieved through education of the business and government sector, training and employment of individuals with disabilities with an employer, and in some cases entrepreneurship by individuals with disabilities. 1. Employment: To provide employment services for job seekers with disabilities. 2. Entrepreneurship: To provide support and resources for small business development for persons with disabilities. (Referrals are made to Newsask). 3. Educate: To promote awareness within the community, business, consumer and government sectors. An eligible trainee is a person that self-identifies as having a disability, between 18 and 64 years old, out of the school system and who is experiencing difficulty in obtaining and maintaining employment due to their disability. The program uses the following definition of a person with a disability: “persons who have a long-term or recurring physical, mental sensory, psychiatric or learning impairment and whom a) considers themselves to be disadvantaged in employment by reason of the impairment, or b) believes that an employer or potential employer is likely to consider them to be disadvantaged in employment by reason of that impairment (http://www.chrc.ca/barrier/definition2.htm).” This definition is obtained from the Employment Equity Act, revised in 1996. Only persons residing in the region are able to access the program services. The program’s services are designed to assist persons with disabilities attain the support and services required to successfully prepare for, obtain and maintain community employment. Employment/self-employment services are provided on an individual basis unless a group setting is appropriate for the trainee. These services are flexible and tailored to meet the specific needs of each individual. This includes timeframes that are appropriate to the individual’s success, needs and the type of services provided. Trainee action plans are developed with each trainee clearly identifying the services to be provided to the trainee to assist them in reaching their goals. EMPLOYMENT/SELF EMPLOYMENT SERVICES The main services offered, focus on skills and supports required to link with specific employers and employment position or business development options. This program focuses on providing the following services to persons with disabilities that will assist them in gaining or improving upon employability skills, which ideally, will guide them toward self-sufficiency in their occupational life: 1. Co-ordinate assessment and review individual’s job interests and abilities and match with appropriate employment. 2. Provide an individualized action plan outlining supports and services required for successful transition into employment.
Community Futures Newsask 33 2014/2015 Annual Report
3. Employment preparation activities to meet individual’s needs, such a resume preparation, job search strategies, interviewing, work related social skills, and labor standard and human rights information. 4. Liaison with families, other service providers, job coaches and employers. 5. Research community resources to identify potential employment opportunities. Liaison with business community. Assist employers to develop appropriate job opportunities. 6. Develop an understanding and appreciation of the special training needs of people with disabilities with prospective employers. 7. Assistance with arranging and securing funding for job accommodations including access to job coaching services as required. 8. Negotiate appropriate and individualized employment placements that may include wage subsidies, job coaching or other supports as required. 9. Provide access to information and referral to organizations that can assist trainees with more extensive employment preparation or support. 10. Co-ordinate ongoing supports and follow-up as required to maintain the participants in long-term employment. 11. Educational development and referrals or assistance applying to schools. 12. Maintain a current database of available employers and employees. 13. Provide the opportunity to access a range of employment services through a variety of software tools, databases and the World Wide Web. 14. Provide small business development resources and supports through Newsask CFDC. 15. Access to small business loans through referral to Newsask Community Futures Development Corporation programs and services. The Advisory Board of the NESEP consists of the following collaborating partner groups and organizations:
Porcupine Opportunities Program, Porcupine Plain, SK
Handi Works, Nipawin, SK
Plus Industries, Melfort, SK
Saskatchewan Association for Community Living
Ministry of Social Services: Community Living Service Delivery Branch
Mental Health and Addiction Service: Kelsey Trail Health Region:
Newsask Community Futures Development Corporation
Community Futures Newsask 34 2014/2015 Annual Report
North East Supported Employment Program Program Statistics July, 2014 to June 30, 2015
July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June 2014 2014 2014 2014 2014 2014 2015 2015 2015 2015 2015 2015 Program Inquiries 6 2 3 3 5 2 4 4 4 2 23 - Intake Interviews 3 0 5 0 3 0 2 2 0 1 0 - Entered Program 6 2 9 1 2 1 7 1 0 1 0 - Service Canada 0 0 7 1 2 1 4 0 0 1 0 - AEE 6 2 3 0 0 0 3 1 0 0 0 - Left Program 0 0 0 0 1 0 0 0 0 0 0 - Service Canada 0 0 0 0 0 0 0 0 0 0 0 - AEE 0 0 0 0 1 0 0 0 0 0 0 - Self-sufficient and left program 0 0 0 0 0 0 0 0 0 0 0 - Current trainee count 15 17 26 27 28 29 36 37 37 38 38 - Service Canada 0 0 7 8 10 11 15 15 15 16 16 - AEE 15 17 19 19 18 18 21 22 22 22 22 - Trainees hired this month 1 1 1 3 0 1 2 2 0 1 2 - Service Canada 1 0 1 2 0 1 1 1 0 1 1 - AEE 0 1 0 1 0 0 1 1 0 0 1 - Trainee entering with 0 1 3 0 1 0 0 1 0 1 0 - employment Service Canada 0 0 1 0 1 0 0 0 0 1 0 - AEE 0 1 2 0 0 0 0 1 0 1 0 - Trainees left jobs this month 0 0 5 0 1 0 0 0 0 0 0 - Service Canada 0 0 1 0 1 0 0 0 0 1 0 - AEE 0 0 5 0 0 0 0 0 0 0 0 - Currently Employed 11 13 12 15 15 16 18 21 21 23 25 - Service Canada 0 0 2 4 4 5 6 7 7 9 10 - AEE 11 13 10 11 11 11 12 14 14 14 15 - Employed and left program 0 0 0 1 0 0 2 0 0 2 0 - New Employers 0 0 0 0 0 0 0 0 0 0 0
North East Supported Employment Program Program Statistics 1999-2013 April 1, 2013 to March 31, 2014
------
5
-
1998 1999 1999 2000 2000 2001 2002 2003 2004 2005 2005 2006 2006 2007 2007 2008 2008 2009 2009 2010 15 months 2010 2011 2011 2012 2012 2013 2013 2014 2014 2015 1999 201
2001 2002 Program Inquires 66 53 56 48 47 60 57 53 54 50 54 55 48 40 55 37 833
Intake Interviews 27 39 23 25 22 21 29 26 24 32 28 17 313
Entered Program 39 41 34 17 18 22 15 18 15 17 18 24 16 27 27 30 380
Left Program 8 18 17 41 14 23 16 18 25 22 20 30 22 26 28 1 329
Self-sufficient and left 0 0 0 5 13 5 10 4 5 2 8 4 6 4 3 8 77 program
Trainees hired this year 18 31 23 28 21 31 33 30 34 23 20 33 22 20 17 14 398
Trainees left jobs this 6 9 21 20 18 14 20 16 15 16 11 9 14 9 10 7 215 year
Community Futures Newsask 35 2014/2015 Annual Report
NEWSASK STATISTICS ZONE BY ZONE FOR THE PERIOD APRIL1, 2014 TO MARCH 31, 2015 LOAN PORTFOLIO ONLY Newsask took part in a syndicated loan with three other CF offices this past fiscal year. The amount that was approved and disbursed was $50,000
TOTAL BUSINESS TOTAL Board # OF LOANS $ LOANS FT/PT JOBS SEP STARTS PLANS FUNDS DISBURSED DISBURSED CREATED/ Mem/Zone PREPARED LEVERAGED MAINTAINED Dorion 0 0 0 $0 0 ZONE 1 Vacant 0 0 0 $0 0 ZONE 2 Klyne 7 1 6 $419,400 19 $60,000 ZONE 3 McPherson 4 0 2 $307,000 15 $30,000 ZONE 4 Cleaveley 1 0 7 $15,000 2 ZONE 5 LeBarre 0 0 1 $0 0 ZONE 6 Dubé 1 0 1 $20,300 4 ZONE 7 Curle 0 0 1 $0 0 ZONE 8 Rumak 0 0 0 $0 0 ZONE 9
TOTAL 13 1 18 $761,700 40 $90,000
Community Futures Newsask 36 2014/2015 Annual Report
NEWSASK COMMUNITIES AND THEIR POPULATION (2006 and 2011 Census; Statistics Canada) (June 30, 2014; Ministry of Health*)
Zone #1: 2014* 2011 2006 Zone #6: 2014* 2011 2006 Village of Cumberland House 800 772 810 Town of Naicam 905 686 690 Cumberland House Cree Nation 816 715 595 Village of Spalding 378 242 237 Total Zone #1: 1,616 1,487 1,405 Town of St. Brieux 850 590 492 RM of Spalding 210 447 425 Zone #2: 2014* 2011 2006 RM of Pleasantdale 453 611 607 Village of Aylsham 132 71 92 Total Zone #6: 2,796 2,576 2,451 Town of Arborfield 490 326 329 Town of Carrot River 1,722 1,000 941 Zone #7: 2014* 2011 2006 Village of Zenon Park 278 187 192 Village of Archerwill 493 200 185 RM of Arborfield 143 453 429 Village of Fosston 102 55 55 RM of Moose Range 418 1,131 1,806 Town of Kelvington 1,136 864 866 Total Zone #2: 3,183 3,168 3,789 Town of Rose Valley 562 296 338 RM of Kelvington 166 499 514 Zone #3: 2014* 2011 2006 RM of Ponass Lake 198 527 618 Town of Choiceland 579 381 346 RM of Barrier Valley 203 498 576 Village of Codette 406 205 221 Yellow Quill First Nation 687 547 420 Village of Love 114 65 55 Total Zone #7: 3,547 3,486 3,572 Town of Nipawin 5,565 4,265 4,076 Village of Smeaton 298 181 183 Zone #8: 2014* 2011 2006 Village of White Fox 642 364 348 Village of Bjorkdale 368 199 201 RM of Nipawin 347 1,030 1,151 Village of Mistatim 191 73 89 RM of Torch River 812 1,468 1,559 Village of Weekes 174 42 55 Red Earth Cree Nation 1,139 389 383 Town of Porcupine Plain 1,406 855 783 Shoal Lake Cree Nation 562 622 545 Village of Carragana 630 - - Total Zone #3: 10,464 8,970 8,867 RM of Porcupine (Including Village of Carragana 389 920 949 for 2011 and 2006) Zone #4: 2014* 2011 2006 RM of Bjorkdale 362 900 997 Village of Beatty 73 63 61 Total Zone #8: 3,520 2,989 3,074 Town of Kinistino 802 743 643 City of Melfort 6,470 5,576 5,192 Town of Star City 617 460 428 Zone #9: 2014* 2011 2006 Village of Weldon 220 196 205 Town of Hudson Bay 2,448 1,504 1,646 RM of Star City 389 911 936 RM of Hudson Bay 667 1,122 1,359 RM of Flett Springs 361 751 736 Total Zone #9: 3,115 2,626 3,005 RM of Kinistino 657 531 713 James Smith Cree Nation 1,388 674 708 Total Newsask Population: 2014* 2011 2006 Total Zone #4: 10,977 9,905 9,622 45,623 41,070 41,416
Zone #5: 2014* 2011 2006 2014*: June 30, 2014 Ministry of Health Town of Tisdale 4,053 3,180 3,000 Village of Ridgedale 86 80 66 RM of Tisdale 515 916 919 RM of Connaught 593 629 656 RM of Willow Creek 743 693 719 Kinistin Saulteaux Nation 415 365 271 Total Zone #5: 6,405 5,863 5,631
Community Futures Newsask 37
Population in the Newsask Region
12,000
10,000
8,000
6,000
4,000
2,000
- Zone 1 Zone 2 Zone 3 Zone 4 Zone 5 Zone 6 Zone 7 Zone 8 Zone 9
Population in the Newsask Region 2014 Population in the Newsask Region 2011 Population in the Newsask Region 2006
Community Futures Newsask 38 Cumberland House Loans 20 FT, 9 PT Created 7 FT, 2 PT Maintained 53 Loans Population Disbursed $214,664 Leveraged 1 $193,131 ÷ 2,453,741 = 7.87% 1,616 Z & 14 Loans $147,844 ÷ 400,032 = 36.96% Bad Debt 3 Population 10,464 O April 1990 – 81 FT, 54 PT, 2S Created 14 FT, 4PT 3S Maintained March 2015 116 FT, 63 PT, 13 S Created 36 FT, 8PT, 8 S Maintained $4,822,515 Funds Leveraged N $3,858,899 Funds Leveraged 32 Loans $37,457 ÷ 1,243,984 = 3.01 Nipawin Total 66 FT, 31 PT Created E Principal 2 14 FT, 1 PT Maintained Population Written Off 3,183 $1,126,297 Leveraged $826,386.15 S Bad Debt 128 FT, 25 PT, 3S Created Arborfield Expense Population 57 FT, 5 PT, 2S Maintained 9 7.12% 10,977 $4,299,858 Leveraged Zenon Park 5 77 Loans 61 Loans $156,014 ÷ $79,039 ÷1,701,176 = 4.65% 2,530,984 = 6.16% 40 FT, 13 PT, 8 S Created Hudson Bay Melfort Tisdale 8 FT Maintained 2 S Maintained
105 FT, 58PT, 4S Created Population $1,067,928 Funds Leveraged 53 FT, 5 PT Maintained 4 6,260 28 Loans 31 Loans $2,384,791 Leveraged TOTAL $119,459 ÷ 986,186 = 12.11% $26,093 ÷ 1,006,850 = 2.60% 331Loans 13 Loans Population 8 3,547 Porcupine Plain Disbursed Total $34,810 ÷ 342,046 = 10.18% $11,612,292 7 Population 6 Population Population $19,728,883 2,796 Naicam 48 FT, 23 PT, 4S Created 3,520 3,115 Leveraged Dollars 11 FT, 4 PT Maintained
(loan services only) 12 FT, 4 PT 2 S, $1,131,746 Leveraged Created 1170 FT Jobs & PT 1 FT, 1 PT 22 Loans Population figures based on 2014 Ministry of Health– and Seasonal Jobs Maintained $17,675 ÷ 897,293 = 1.97% total for the region is 45,263 Created/Maintained $362,135 Kelvington Leveraged 39