ACCOUNTABILITY STATEMENT This business plan was prepared under the direction of the Board of Directors of The Bethany Group in accordance with the requirements of the Alberta Housing Act. The Business Plan was developed under the guidelines provided by the Ministry of Seniors and Housing, and in consideration of the Provincial Housing Strategy announced in June of 2017. This business plan is for the Social Housing and Rent Supplements directly operated under Ministerial Order pursuant to the Alberta Housing Act and was approved by the Board of Directors on September 30, 2017.

THE BETHANY GROUP

The Bethany Group operates Social Housing and Seniors Lodges pursuant to the Alberta Housing Act under the purpose to enable the efficient provision of a basic level of housing accommodations for persons, who because of financial, social or other circumstances require assistance to obtain or maintain housing accommodation. The Bethany Nursing Home of Camrose, operating as the Bethany Group, was originally established as a not for profit society in 1922, then was re- constituted in 1966 through its own Act under the Provincial Legislature. In 1994, The Bethany Group was established through Ministerial Order as a Public Housing Management Body under the Alberta Housing Act for the purposes of operating social and affordable housing in Central Alberta. . The Bethany Group provides Specialized Long Term Care, Traditional Long Term Care, Designated Supportive Living, Home Care, Day Programs, Life Lease, Affordable Housing, Seniors Lodge, Seniors Self Contained Apartments, Community Housing, and Rent Supplements to over 3,500 households in 30 Communities across Central Alberta. . The Social Housing, Rent Supplements and Seniors Lodges operated directly by The Bethany Group under Ministerial Order totals 997 as of September 30, 2017. This includes 608 Seniors Self-Contained Apartments, 96 Community Housing Units, 102 Seniors Lodge Units and 191 Rent Supplement Designations. The Bethany Group also operates 105 Affordable Housing Units, which are regulated under separate agreements with the Ministry of Seniors and Housing. This portfolio also reflects the reduction of units to be returned to the Rimoka Housing Foundation.

. The Bethany Group also operates 1,416 Social Housing, Rent Supplement, Seniors Lodges and Affordable Housing for the Lacombe Foundation, the Camrose and Area Lodge Authority, the Wetaskiwin and Area Lodge Authority, the Flagstaff Regional Housing Group, the Parkland Foundation and the Red Deer Housing Authority pursuant to their Ministerial Order or under service contracts.

Social Housing and Rent Supplement Operations Business Plan 2018 - 2022 The Bethany Group Page 1 of 6

. Resident Profile and Waiting Lists - The average age of tenants in the self-contained apartments is 73, and current length of stay averages 4 years. There are 66 units currently vacant in the portfolio, mainly in rural east locations; however, there are also currently over 100 applicants on the waiting list for placement in the urban centers of Camrose, Wetaskiwin and Lacombe. The average age in the Community Housing portfolio is 20, given there are close to 600 children under the age of 18 in the units. The average stay is 3 years and the current waiting list for housing assistance for non-seniors social housing and rent supplements is over 125 households. . Staffing Profile and Organizational Structure - The Bethany Group directly employs 717 staff, including 215 Full time staff, 376 Part time staff and a current complement of casual employees of 126. These employees support all Health Care and Housing operations, as well as those of the Camrose and Area Lodge Authority and the Wetaskiwin and Area Lodge Authority. The Bethany Group also provides Human Resources and Payroll Services for another 118 employees of our other Housing Partners. . Financial Profile and Budgets - The consolidated operating expenses for The Bethany Group and our housing partners is over $65 million, including over $42 million in local payroll. Revenue includes over $27 million from Alberta Health Services, $28 million in resident accommodation fees and recoveries, $6 million from the Ministry of Seniors and Housing to support Social Housing, Rent Supplement and Seniors Lodge operations, and $2.5 million annually from local Municipalities.

This business plan is provided for the operations of the 997 units administered under the Ministerial Order of The Bethany Group. Business plans have been submitted separately to the Ministry as approved by the Board of Directors for the Lacombe Foundation, the Camrose and Area Lodge Authority, the Wetaskiwin and Area Lodge Authority, the Flagstaff Regional Housing Group, the Parkland Foundation, and the Red Deer Housing Authority.

STRATEGIC CONTEXT The primary impacts on our strategic environment are:

> Recovering Provincial Economy > Provincial Fiscal challenges > New Provincial Housing Strategy > Anticipated Federal Housing Strategy > Aging population and home care shift > Local Demographic Information > Household Income and Housing Affordability > Market Housing Conditions

Social Housing and Rent Supplement Operations Business Plan 2018 - 2022 The Bethany Group Page 2 of 6

STRATEGIC PRIORITIES The Bethany Group has identified the Strategic Priorities outlined in the Provincial Housing Strategy to guide operations through the next 3 to 5 years: 1. Investing Now and For the Future 2. Integrated Housing and Supports 3. Successful Transitions and Aging in Community 4. Fair and Flexible 5. A Sustainable System This business plan is developed in keeping within the Purpose of the Alberta Housing Act and the obligations of the Board of Directors of The Bethany Group pursuant to the Management Body Operation and Administration Regulation.

A key element for our Strategic Priorities is our housing partnerships with Housing Management Bodies and Municipalities, including the new Initiative with the MD of Opportunity to develop and operate a Seniors Care Home in Wabasca. The 60-unit facility will be owned by the MD, but operated by The Bethany Group to provide Integrated Housing and Supports, including Lodge Living and Designated Supportive Living patterned after our Facility in Bashaw.

STRATEGIC RISKS The primary impacts on the strategic environment for The Bethany Group are:

> Aging population and above average Seniors population in The Bethany Group service area, putting pressure on existing facilities. > Rising market housing costs, due to limited growth in affordable housing options and limited aging in community options for seniors. > The age, condition and functionality of the Social Housing operated by The Bethany Group and the impact to meet the needs of current and future clients, including increasing capacity needs.

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OUTCOMES, KEY STRATEGIES AND PERFORMANCE MEASURES

Outcome One: INVESTING NOW AND IN THE FUTURE Housing Accommodations operated by The Bethany Group will meet or exceed minimum housing standards and options to meet demands for new housing supply will be explored

Key Strategies: 1.1 Increase the Supply of Affordable Housing 1.2 Improve and Maintain the condition of existing affordable housing

Performance Measures.  The Provincial Government, through the Housing Capital Plan, provides Capital Funding assistance to the Wabasca Seniors Housing and Care Facility in 2018, which is moving to construction in November of 2017 for completion in the summer of 2019. The facility will be owned by the Municipal District of Opportunity and operated by The Bethany Group.  The Provincial Government, through the Housing Capital Plan, invest up to $6.6 million over 5 years to support the items requested under the 5 Year Capital Maintenance and Renewal List as submitted to the Ministry of Seniors and Housing, including items to increase energy efficiency.  All capital projects are completed in accordance with approved standards, scope and specifications; on time; and on budget.

Outcome Two: INTEGRATED HOUSING AND SUPPORTS Residents of Housing Accommodations and services offered by The Bethany Group have the tools they need to enable successful occupancies and to live independently with or without community-based services.

Key Strategies: 2.1 Enhance Integration with Community Support Services

Performance Measures  The Bethany Group is approved for funding to hire two Tenant Support workers to develop and implement a formal tenant support program for Seniors Self Contained tenants, Community Housing tenants and Affordable Housing Tenants.  The Bethany Group participates in FCSS/social services based interagency activities in each of the key community hubs within the service area.

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Outcome Three: SUCCESSFUL TRANSITIONS AND AGING IN COMMUNITY The operations of the housing accommodations and support programs offered by The Bethany Group allow residents to easily access services that enable them to be affordably and safely housed, as well as successfully transition out of the system when necessary or able.

Key Strategies: 3.1 Enable transitions through the continuum of housing and supports. 3.2 Support the desire of Albertans to age in their community.

Performance Measures  The Bethany Group will work with Habitat for Humanity Affiliates in Central Alberta to develop strategies that will support a minimum of 3 households per year by 2020 to transition out of Community or Affordable Housing and into near market housing.  The Bethany Group delivers enhanced services to seniors in the self-contained apartments, where feasible and on cost recovery basis; including meals, housekeeping and life enrichment.  The Bethany Group will identify communities in the service area best suited to develop mixed market pilot projects.

Outcome Four: FAIR AND FLEXIBLE The operations of the housing accommodations and support service programs offered by The Bethany Group are flexible and responsive to meet resident needs.

Key Strategies: 4.1 Modernize the regulatory framework to support equitable treatment and housing stability. 4.2 Improve System access and navigation. 4.3 Promote enhanced understanding of and coordinated response to rural and urban needs.

Performance Measures  Implement the regulatory changes to the Alberta Housing Act pursuant to the Provincial Housing Strategy for Social Housing, Rent Supplement and Seniors lodge upon direction received by the Province of Alberta on implementation.

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Outcome Five: A Sustainable System The financial operations of The Bethany Group are sustainable based on new funding models, including allowing market rental options within the portfolio.

Key Strategies: 5.1 Support operational and environmental sustainability of affordable housing projects. 5.2 Partner with other governments to support a sustainable system and meet the housing and support needs of Albertans. 5.3 Improve the knowledge of the housing and support needs of Albertans.

Performance Measures  The Bethany Group partners with Municipalities within the service catchment area on the completion of updated Housing Needs Assessments and Housing Plans for communities served by end of June 2018.  The Municipalities within the catchment area will have seniors and affordable housing identified in the new Intermunicipal Collaboration Frameworks to be adopted in 2019.  The Ministry of Seniors and Housing provides Lodge Operating grants pursuant to the Alberta Housing Act for 30 units at the new Wabasca Seniors Housing and Care Facility, commencing in the summer of 2019.

APPENDICES

 Appendix A - Housing Management Body Corporate Profile

 Appendix B - Portfolio Profile

 Appendix C - Financial Budget and Forecasts

 Appendix D - Capital Maintenance and Renewal Program

 Appendix E - Proposed Major Capital Projects

Social Housing and Rent Supplement Operations Business Plan 2018 - 2022 The Bethany Group Page 6 of 6 Appendix A – Housing Management Body Corporate Profile

Organization details Housing Bethany Nursing Home of Camrose, Alberta operating as The Bethany Group Management Body name Incorporation type ☐ Alberta Housing Act ☐ Societies Act ☐ Part 9, Alberta Companies Act ☒ Other (please specify)

The Bethany Group is incorporated under its own Act of the Legislature: The Bethany Nursing Home of Camrose, Alberta Act (1966) and operates under the trade name of The Bethany Group.

Board of Directors Dr. Odell Olson, Chair Peter Miller 780.781.7957 (c) 780.781.3503 (c) / [email protected] [email protected] Rev. Rick Laurendeau, Vice Chair Warren Phillips 780.582.2140 (h) / 780.679.2140 (c) / [email protected] [email protected] Janet Forth, Secretary Brenda Bohmer 780.352.3278 (h) / [email protected] 780.373.2362 (h) / [email protected] Ina Nielsen 780.672.3683 (h) / David Samm [email protected] 780.672.0276 (w) / [email protected] Jim Rasmussen 780.608.3608 (h) / Calvin Skriver [email protected] 780.672.3444 (w) / [email protected] Alan Ford

780.672.2382 (h) / [email protected]

Senior The Bethany Group, CAO: management team Glen Blatz, Director, Facility Services Mike Leathwood, CEO 780-679-3033 780-679-2010 [email protected] [email protected] John Davis, Director, Health Care & Carla Beck, Director, Housing & Supportive Living 780-679-2008 Community Services 780-679-3056 [email protected] [email protected] Lorraine Kiel, Director, Human Dave Buist, Director, Financial Resources 780-679-3055 Services 780-679-2020 [email protected] [email protected]

Governance The Bethany Group Governing Board sets the overall direction and vision of the structure (including organization. Its role is to provide leadership for the organization through a any other model of governance, which distinguishes its unique job from that of organizations management.

Appendix A Page 1 of 3 associated with the The Bethany Group operates and manages the lodges on behalf of Camrose & HMB) Area Lodge Authority, Wetaskiwin & Area Lodge Authority, Lacombe Foundation, Parkland Foundation and the Flagstaff Regional Housing Group, and is responsible for all administration and CAO functions.

List of contracts to CAO for Red Deer Housing Authority under a contract relationship. provide services on behalf of other Alberta Health Services – Long Term Care, Designated Supportive Living 3, 4, & organizations / 4D, Adult Day Support Program, Rosehaven Provincial Program, Home Support contracts to have Program. services provided by another organization (e.g. with AHS or other HMBs).

Number of Full Time 215 employees Part Time 376

Casual 126

Total 717

Number of employees earning minimum wage.

N.B. PLEASE DO NOT DISCLOSE IF THIS NUMBER IS 5 OR LOWER Categories of staff Management (e.g. management, Administration maintenance, Maintenance administration, Housekeeping housekeeping, Food Services catering, resident Lodge Support Attendant services etc.). Activities Coordinator

2016 Annual Employee Turnover (average monthly employment / number of separations * 100)

Are staff unionized? AUPE, CLAC, HSAA, UNA

Appendix A Page 2 of 3 Organizational chart

Appendix A Page 3 of 3 Appendix B – Property Profile

This document should include all properties that the HMB manages, owns, operates or has any connection to through other companies. Tables are provided and these should be completed for each category.

SCHEDULE A PROPERTIES 997 Units Number of Project name Address Ownership Building Type units 4709 - 50 Street Alberta Social Parkview Place Camrose, AB 65 Seniors Self Contained Housing Corp T4V 4C9 4912 - 56 Street Alberta Social Heritage Manor Camrose, AB 60 Seniors Self Contained Housing Corp T4V 2C7 4912 - 53 Street Alberta Social Wildrose Villa Camrose, AB 41 Seniors Self Contained Housing Corp T4V 1Z1 A & B 92 - 96, Mt. Pleasant Dr., Camrose, AB T4V 2M6; A&B 97 Mt. Pleasant Dr., Camrose, AB T4V 2S5; A&B 98 Mt. Pleasant Dr., Camrose, AB T4V Mount Pleasant 2M6; A & B 107 - Alberta Social 14 Community Housing Drive/Projects 1 109 Mt. Pleasant Housing Corp Dr., Camrose, AB T4V 2M8; A & B 110 Mt. Pleasant Dr., Camrose, AB T4V 2M7; A & B 111 Mt. Pleasant Dr., Camrose, AB T4V 2M8

6705 Marler Dr. 6707 Marler Dr. 6709 Marler Dr. Marler Drive/Projects Alberta Social 6711 Marler Dr. 10 Community Housing 2 Housing Corp 6713 Marler Dr. Camrose, AB T4V 3R2 43rd Ave/Projects 3 A & B; 5401, 10 Alberta Social Community Housing 5402m 5406, 43 Housing Corp Ave., Camrose, AB T4V 4J8; 5407 43 Ave., Camrose, AB T4V 4J9; 5410 43 Ave., Camrose, AB T4V 4J7

Appendix B Page 1 of 7 Glenview and Lindgren Ferintosh Alberta Social Beaver House 4 Seniors Self Contained AB Housing Corp T0B 1M0 Olstad Street New Alberta Social Nordic Villa Norway AB 8 Seniors Self Contained Housing Corp T0B 3L0 5015 - 53 ave Alberta Social Heritage House l Bashaw AB 12 Seniors Self Contained Housing Corp T0B 0H0 5015 - 53 ave Alberta Social Heritage House 2 Bashaw AB 12 Seniors Self Contained Housing Corp T0B 0H0 4902 - 54 ave Alberta Social Lakeside Homes Bashaw AB 20 Seniors Self Contained Housing Corp T0B 0H0 Wetaskiwin 1 5408-55 Ave 20 Alberta Social Community Housing 5410-55 Ave Housing Corp 5412-55 Ave 5414-55 Ave 5416-55 Ave 5418-55 Ave 5420-55 Ave 5422-55 Ave, Wetaskiwin, AB T9A 1A5 102 Lilac Cresent 104 Lilac Cresent 106 Lilac Cresent 108 Lilac Cresent 110 Lilac Cresent 112 Lilac Cresent 114Lilac Cresent 116Lilac Cresent 118 Lilac Cresent 120 Lilac Cresent 122 Lilac Cresents 124 Lilac Crescent Wetaskiwin, AB T9A 2E2 Wetaskiwin 2 5601 55A St., 8 Alberta Social Community Housing Wetaskiwin, AB Housing Corp T9A 2A8; 5602 55A St., Wetaskiwin, AB T9A 2A9; 5603 55A St., Wetaskiwin, AB T9A 2A8; 5604,5606,5608,56 10,5612 - 55A Street Wetaskiwin, AB T9A 2A9 Wetaskiwin 3 5703 - 52 Street 12 Alberta Social Community Housing Apartments Wetaskiwin, AB Housing Corp T9A 2W5

Appendix B Page 2 of 7 Wetaskiwin 4 5634 - 55 A Street 2 Alberta Social Community Housing 5636 - 55A Street Housing Corp Wetaskiwin, AB T9A 2A9

Wetaskiwin 5 3721-53 St., 6 Alberta Social Community Housing Wetaskiwin, AB Housing Corp T9A 2K6; 5614- 55A St., Wetaskiwin, AB T9A 2A9; 217 & 221 Garnet Cresent, Wetaskiwin, AB T9A 2S3; 3740 54 St. & 3748 54 St. Wetaskiwin AB T9A 2L2 126 Porter Ave Wetaskiwin 6 (Millet Alberta Social Millet AB 1 Community Housing R&N) Housing Corp T0C 1Z0 5410 - 39 Ave Alberta Social Luther Manor Wetaskiwin AB 50 Seniors Self Contained Housing Corp T9A 3A6 5215 - 55 Ave Alberta Social Legion Arms Wetaskiwin AB 50 Seniors Self Contained Housing Corp T9A 3A7 5203 - 55 St Alberta Social Kiwanis Kourt Wetaskiwin AB 24 Seniors Self Contained Housing Corp T9A 1J6 5215 - 51 St. Millet John A. Smith Manor Alberta Social AB 12 Seniors Self Contained Millet Housing Corp T0C 1Z0 5110 - 50 Street Alberta Social Wavy Lake Manor Strome AB 4 Seniors Self Contained Housing Corp T0B 4H0 4932 - 48 Street Alberta Social Verdant Valley Villa Lougheed AB 4 Seniors Self Contained Housing Corp T0B 2V0 4808 - 50 Street Alberta Social Frontier Manor Lougheed AB 6 Seniors Self Contained Housing Corp T0B 2V0 4030 - 57 Street Alberta Social Manitou Manor Killam AB 16 Seniors Self Contained Housing Corp T0b 2L0 5001-5020 55 St Alberta Social Westside Manor Daysland AB 20 Seniors Self Contained Housing Corp T0B 1A0 4401 47 Street Alberta Social Big Knife Villa Forestburg, AB 10 Seniors Self Contained Housing Corp T0B 1N0 103 Lady Helen Avenue W Alberta Social Wheatland Manor 4 Seniors Self Contained Galahad AB Housing Corp T0B 1R0

Appendix B Page 3 of 7 212 Main Street Alberta Social E.O. Lysne Manor Alliance AB 6 Seniors Self Contained Housing Corp T0B 0A0 5004 - 50th st. Alberta Social Parkland Manor Hardisty AB 26 Seniors Self Contained Housing Corp T0B 1V0 5001 51 Ave, Alberta Social Prairie Rose Place Sedgewick AB 10 Seniors Self Contained Housing Corp T0B 4C0 4651-4658 Sanden Alberta Social Sanden Court 1 & 2 Street Bawlf AB 8 Seniors Self Contained Housing Corp T0B 0J0 101 Rutherford Alberta Social Cozy Corner Ave, Heisler AB 4 Seniors Self Contained Housing Corp T0B 2A0 Lacombe 1 - 4 13-15 Eagle Rd 13 Alberta Social Community Housing 17-19 Eagle Rd Housing Corp 18-20 Eagle Rd, Lacombe, AB T4L 1S2; 5-7 Fairway Dr, Lacombe, AB T4L 1R3; 26 -32 Woodland Drive 35 Woodland Dr 37 Woodland Dr Lacombe, AB T4L 1V1 4817 - 51 Street, Alberta Social Lakeview Manor Alix, AB 16 Seniors Self Contained Housing Corp T0C 0B0 4654 - 52 Ave., Alberta Social Oxford Court Bentley, AB 6 Seniors Self Contained Housing Corp T0C 0J0 4808 Shuller Ave, Alberta Social Tower Manor Blackfalds, AB 4 Seniors Self Contained Housing Corp T0M 0J0 5105 & 5107 - 52 Alberta Social Golden Villas Ave., Eckville, AB 8 Seniors Self Contained Housing Corp T0M 0X0 5324 - 51 Ave, Alberta Social Cameron Manor Lacombe, AB 24 Seniors Self Contained Housing Corp T4L 1B9 4510 C & E Trail, Alberta Social Parkview Manor Lacombe, AB 40 Seniors Self Contained Housing Corp T4L 1B7 5002-51 Ave Alberta Social Spruce Terrace Lacombe AB 26 Seniors Self Contained Housing Corp T4L 1B8 4912 - 52 Street, Alberta Social Lamerton Place Mirror, AB 8 Seniors Self Contained Housing Corp T0B 3C0 5502 56 Avenue, Bashaw Meadows Bashaw, AB 33 The Bethany Group Seniors Lodge T0B 0H0

Appendix B Page 4 of 7 5213 44 Avenue, Alberta Social Stoney Creek Lodge Camrose, AB 69 Seniors Lodge Housing Corp T4V 0A9 SUB TOTAL RENTAL 806 UNITS: Direct to Tenant Rent 150 Rent Supplement Supplement Private Landlord Rent 41 Rent Supplement Supplement

TOTAL SCHEDULE A 997

Appendix B Page 5 of 7 OTHER PROPERTIES Managed on behalf of another organization 1,416 Units Number of Project name Address Ownership Building Type units Lacombe Foundation 195 Units (See Lacombe Foundation Business Plan for Property Profile) Flagstaff Regional 41 Units (See Flagstaff Regional Housing Group Business Plan for Property Profile) Housing Group Wetaskiwin & Area 117 Units (See Wetaskiwin & Area Lodge Authority Business Plan for Property Profile) Lodge Authority Camrose & Area 105 Units (See Camrose & Area Lodge Authority Business Plan for Property Profile) Lodge Authority Parkland Foundation 150 Units (See Parkland Foundation Business Plan for Property Profile) Red Deer Housing 808 Units (See Red Deer Housing Authority Business Plan for Property Profile) Authority TOTAL UNITS: 1,416

Housing Management Body owned Affordable Housing 324 Units Number of Project name Address Ownership Building Type units 4215 - 55 ST, The Bethany Deer Meadows CAMROSE, AB 80 Independent Living Group T4V 4S9 5210 - 48A AVE, The Bethany Hillside Village CAMROSE, AB 49 Independent Living Group T4V 4M4 5702 - 48B AVE, The Bethany Lakeside Village CAMROSE, AB 20 Independent Living Group T4V 0L8 4501-47street The Bethany Brookside Camrose, AB 70 Affordable Housing Group T4V 1H9 4827-47street The Bethany Jamieson Manor Camrose, AB 49 Affordable Housing Group T4V 1J6 Wetaskiwin 5402 52 Ave, 38 The Bethany Meadows Wetaskiwin AB Group Affordable Housing T9A 0X9 Sparling 5207 52ave 4 The Bethany Camrose, AB Group Affordable Housing T4V 0X4 Sparling 5209 52ave 4 The Bethany Camrose, AB Group Affordable Housing T4V 0X4 Sparling 5211 52ave 4 The Bethany Camrose, AB Group Affordable Housing T4V 0X4 Sparling 5213 52ave 4 The Bethany Camrose, AB Group Affordable Housing T4V 0X4 Sparling 5215 52ave 2 The Bethany Camrose, AB Group Affordable Housing T4V 4M3 TOTAL UNITS: 324

Appendix B Page 6 of 7 Operated Under Contract with Alberta Health Services 671 Spaces Project Number of Address Ownership Building Type name units 4209 - 55street. Bethany The Bethany Camrose AB 30 Designated Supportive Living 4 Meadows Group T4V 4Y6 4503 - 48 ST, The Bethany Viewpoint CAMROSE, AB 20 Designated Supportive Living 3 Group T4V 4Z7 4832 - 54 ST, The Bethany Faith House CAMROSE, AB 20 Designated Supportive Living 3 Group T4V 2A4 4612 – 53 Street, Alberta Health Memory Lane CAMROSE, AB 25 Designated Supportive Living 4 D Services T4V 1Y6 Rosehaven 4612 – 53 street Alberta Health Provincial Camrose AB 75 Provincial Specialty Program Services Program T4V 1Y6 5400 - 46 Ave. Alberta Health Louise Jensen Camrose AB 65 Long Term Care Services T4V 2P8 4209 – 55 street. Bethany Alberta Health Camrose AB 65 Long Term Care Meadows Services T4V 4Y6 5502 56 Avenue, Bashaw The Bethany Bashaw,AB 30 Designated Assisted Living Meadows Group T0B 0H0 5402 - 52 Avenue Wetaskiwin The Bethany Wetaskiwin AB 26 Designated Assisted Living Meadows Group T4V 0X9 SUB TOTAL HEALTH CARE 356 UNITS: Wetaskiwin 245 Home Care Home Care Crossroads Day 70 Day Program Program TOTAL HEALTH 671 CARE

TOTAL 3,408 ALL PROGRAMS PORTFOLIO

Appendix B Page 7 of 7 Consolidated Financial Forecast Summary

Organization: The Bethany Group

Amounts below will be transferred from input provided in the respective tabs (Social Housing, Lodge, Affordable Housing, Other Housing) REVENUE 2016 Actuals 2017 Budget 2017 Forecast 2018 Forecast 2019 Forecast 2020 Forecast 400000 Rent 17,318,224.00 16,482,485.00 16,678,000.00 16,257,700.00 16,582,854.00 17,728,586.88 410000 Resident Services 473,185.00 741,310.00 838,000.00 786,260.00 801,685.20 816,732.24 420000 Non‐Resident Services 6,931.00 59,700.00 59,700.00 57,020.00 58,160.40 58,782.60 Other Revenue 31,465,441.00 30,482,767.00 30,632,420.00 31,072,150.00 31,538,206.75 32,007,216.68 430050 ASHC ‐ LAP grant (Lodge Only) - 228,000.00 228,000.00 232,560.00 237,211.20 462,211.20 460010 Municipal Requisition (Lodge Only) - - - - - 485,000.00 Total Revenue 49,263,781.00 47,994,262.00 48,436,120.00 48,405,690.00 49,218,117.55 51,558,529.60

EXPENSES 550000 Human Resources 31,291,831.00 33,071,669.00 33,078,000.00 33,674,900.00 34,348,398.00 35,877,146.80 520000 Operating 5,023,573.00 2,470,349.00 2,498,000.00 2,521,000.00 2,571,420.00 2,889,415.08 520000 Food (Lodge Only) ------530000 Operating Maintenance 3,068,630.00 1,618,925.00 1,873,000.00 1,574,360.00 1,605,847.20 1,691,549.20 510000 Utilities 3,394,004.00 3,317,955.00 3,690,000.00 3,464,300.00 3,533,586.00 3,787,593.08 500000 Taxes and Land Leases 839.00 514,329.00 515,000.00 523,500.00 533,970.00 544,649.40 560000 Administration 6,111,357.00 6,207,258.00 6,081,262.00 5,930,137.24 6,048,739.98 6,290,943.08 540000 Charitable Costs ------Other Expense ------Total Expenses 48,890,234.00 47,200,485.00 47,735,262.00 47,688,197.24 48,641,961.18 51,081,296.64

Net Excess (Deficiency) of Revenue over 373,547.00 793,777.00 700,858.00 717,492.76 576,156.37 477,232.96 Expenses from Operations

OTHER EXPENSES 590000 Interest costs 609,388.00 616,024.00 616,024.00 616,024.00 616,024.00 616,024.00 591000 Other 448,430.00 447,517.00 447,517.00 447,517.00 447,517.00 498,177.00 592000 Amortization ------

Net Excess (Deficiency) (684,271.00) (269,764.00) (362,683.00) (346,048.24) (487,384.63) (636,968.04)

Annualized Cost Pressures Year Account (list) Program (list) Description/Explanation 2017 Utilities Seniors Actual Cost of Utilities 2018 Utilities Seniors Actual Cost of Utilities 2019 Utilities Seniors Actual Cost of Utilities 2020 Utilities Seniors Actual Cost of Utilities 2017 Utilities Community Actual Cost of Utilities 2018 Utilities Community Actual Cost of Utilities 2019 Utilities Community Actual Cost of Utilities 2020 Utilities Community Actual Cost of Utilities 2018 Human Resources Seniors Tenant Support Worker 2019 Human Resources Seniors Tenant Support Worker 2020 Human Resources Seniors Tenant Support Worker 2018 Human Resources Community Tenant Support Worker 2019 Human Resources Community Tenant Support Worker 2020 Human Resources Community Tenant Support Worker

Appendix C Page 1 of 6 Financial Forecast Summary - Social Housing

Organization: The Bethany Group

2016 Actuals 2017 Budget Seniors Self Seniors Self REVENUE Contained Community Housing Municipally Owned Contained Community Housing Municipally Owned 400000 Rent 4,009,243.00 606,048.00 46,620.00 3,667,800.00 561,250.00 31,600.00 410000 Resident Services 473,185.00 - - 388,500.00 420000 Non‐Resident Services 4,367.00 2,495.00 69.00 21,150.00 12,250.00 300.00 Other Revenue‐ Rent Supp Admin 64,820.00 - Total Revenue 4,486,795.00 673,363.00 46,689.00 4,077,450.00 573,500.00 31,900.00

EXPENSES 550000 Human Resources 1,551,924.00 255,611.00 18,258.00 1,544,790.00 260,202.00 21,267.00 520000 Operating 228,549.00 38,200.00 2,132.00 107,202.00 18,615.00 204.00 530000 Operating Maintenance 1,026,351.00 301,063.00 41,054.00 705,105.00 207,009.00 29,274.00 510000 Utilities 1,257,757.00 298,717.00 15,722.00 1,044,378.00 255,357.00 21,828.00 500000 Taxes and Land Leases 839.00 - - - 560000 Administration 474,291.00 76,195.00 7,503.00 494,626.00 85,606.00 9,333.00 Other Expense Total Expenses 4,539,711.00 969,786.00 84,669.00 3,896,101.00 826,789.00 81,906.00

Net Excess (Deficiency) of Revenue (52,916.00) (296,423.00) (37,980.00) 181,349.00 (253,289.00) (50,006.00) over Expenses from Operations

Appendix C Page 2 of 6 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Forecast ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 2017 2018 2019 2020 Seniors Self Community Seniors Self Community Seniors Self Community Seniors Self Community Contained Housing Municipally Owned Contained Housing Municipally Owned Contained Housing Municipally Owned Contained Housing Municipally Owned 3,800,000.00 585,000.00 35,000.00 3,250,000.00 480,000.00 3,315,000.00 489,600.00 3,381,300.00 499,392.00 410,000.00 350,000.00 - 357,000.00 - 364,140.00 - 21,150.00 12,250.00 300.00 18,000.00 12,500.00 18,360.00 12,750.00 18,727.20 13,005.00 87,420.00 - 68,000.00 68,000.00 68,000.00 4,231,150.00 684,670.00 35,300.00 3,618,000.00 560,500.00 - 3,690,360.00 570,350.00 - 3,764,167.20 580,397.00 -

1,500,000.00 250,000.00 25,000.00 1,435,000.00 310,000.00 1,463,700.00 316,200.00 1,492,974.00 322,524.00 120,000.00 25,000.00 5,000.00 105,000.00 20,000.00 107,100.00 20,400.00 109,242.00 20,808.00 875,000.00 200,000.00 25,000.00 745,000.00 160,000.00 759,900.00 163,200.00 775,098.00 166,464.00 1,200,000.00 350,000.00 30,000.00 1,025,000.00 285,000.00 1,045,500.00 290,700.00 1,066,410.00 296,514.00 ------465,000.00 85,000.00 10,000.00 395,250.00 75,000.00 403,155.00 76,500.00 411,218.10 78,030.00 - - 4,160,000.00 910,000.00 95,000.00 3,705,250.00 850,000.00 - 3,779,355.00 867,000.00 - 3,854,942.10 884,340.00 -

71,150.00 (225,330.00) (59,700.00) (87,250.00) (289,500.00) - (88,995.00) (296,650.00) - (90,774.90) (303,943.00) -

Appendix C Page 3 of 6 Financial Forecast Summary - Lodges (If Applicable)

Organization: The Bethany Group Bashaw Meadows and Wabasca

------Forecast ------REVENUE 2016 Actuals 2017 Budget 2017 2018 2019 2020 400000 Rent - 504,000.00 525,000.00 535,500.00 546,210.00 1,371,210.00 410000 Resident Services - 30,548.00 33,000.00 33,660.00 34,333.20 34,333.20 420000 Non‐Resident Services - 26,000.00 26,000.00 26,520.00 27,050.40 27,050.40 Other Revenue - 195,000.00 195,000.00 198,900.00 202,878.00 202,878.00 430050 ASHC ‐ LAP grant (Lodge Only) - 228,000.00 228,000.00 232,560.00 237,211.20 462,211.20 460010 Municipal Requisition (Lodge Only) - - - - 485,000.00 Total Revenue - 983,548.00 1,007,000.00 1,027,140.00 1,047,682.80 2,582,682.80

EXPENSES 550000 Human Resources 389,799.00 395,000.00 402,900.00 410,958.00 1,260,958.00 520000 Operating 163,785.00 165,000.00 168,300.00 171,666.00 441,666.00 520000 Food (Lodge Only) - - - 530000 Operating Maintenance 65,476.00 68,000.00 69,360.00 70,747.20 125,747.20 510000 Utilities 77,000.00 80,000.00 81,600.00 83,232.00 268,232.00 500000 Taxes and Land Leases - - 560000 Administration 181,262.00 181,262.00 184,887.24 188,584.98 313,584.98 540000 Charitable Costs - - Total Expenses - 877,322.00 889,262.00 907,047.24 925,188.18 2,410,188.18

Net Excess (Deficiency) of Revenue over - 106,226.00 117,738.00 120,092.76 122,494.62 172,494.62 Expenses from Operations

OTHER EXPENSES 590000 Interest costs 168,667.00 168,667.00 168,667.00 168,667.00 168,667.00 591000 Other 51,340.00 51,340.00 51,340.00 51,340.00 102,000.00 592000 Amortization

Net Excess (Deficiency) - (113,781.00) (102,269.00) (99,914.24) (97,512.38) (98,172.38)

Appendix C Page 4 of 6 Financial Forecast Summary - Affordable Housing (If Applicable)

Organization: The Bethany Group TBG Owned Affordable Housing

------Forecast ------REVENUE 2016 Actuals 2017 Budget 2017 2018 2019 2020 400000 Rent 816,462.00 818,000.00 858,900.00 876,078.00 893,599.56 410000 Resident Services 15,000.00 15,000.00 15,000.00 15,000.00 15,000.00 420000 Non‐Resident Services Other Revenue Total Revenue - 831,462.00 833,000.00 873,900.00 891,078.00 908,599.56

EXPENSES 550000 Human Resources 57,686.00 58,000.00 60,000.00 61,200.00 62,424.00 520000 Operating 46,087.00 48,000.00 50,000.00 51,000.00 52,020.00 520000 Food (Lodge Only) - - - 530000 Operating Maintenance 218,331.00 205,000.00 150,000.00 153,000.00 156,060.00 510000 Utilities 137,960.00 145,000.00 150,000.00 153,000.00 156,060.00 500000 Taxes and Land Leases 90,125.00 90,000.00 90,000.00 91,800.00 93,636.00 560000 Administration 126,555.00 125,000.00 125,000.00 127,500.00 130,050.00 540000 Charitable Costs Total Expenses - 676,744.00 671,000.00 625,000.00 637,500.00 650,250.00

Net Excess (Deficiency) of Revenue - 154,718.00 162,000.00 248,900.00 253,578.00 258,349.56 over Expenses from Operations

OTHER EXPENSES 590000 Interest costs 194,424.00 194,424.00 194,424.00 194,424.00 194,424.00 591000 Other 142,248.00 142,248.00 142,248.00 142,248.00 142,248.00 592000 Amortization

Net Excess (Deficiency) - (181,954.00) (174,672.00) (87,772.00) (83,094.00) (78,322.44)

Appendix C Page 5 of 6 Financial Forecast Summary - Other Housing (If Applicable)

Organization: The Bethany Group Health Care, Life Lease and Independent Living

------Forecast ------REVENUE 2016 Actuals 2017 Budget 2017 2018 2019 2020 400000 Rent 12,656,313.00 10,901,373.00 10,915,000.00 11,133,300.00 11,355,966.00 11,583,085.32 410000 Resident Services - 307,262.00 380,000.00 387,600.00 395,352.00 403,259.04 420000 Non‐Resident Services - Other Revenue 31,400,621.00 30,287,767.00 30,350,000.00 30,805,250.00 31,267,328.75 31,736,338.68 Total Revenue 44,056,934.00 41,496,402.00 41,645,000.00 42,326,150.00 43,018,646.75 43,722,683.04

EXPENSES 550000 Human Resources 29,466,038.00 30,797,925.00 30,850,000.00 31,467,000.00 32,096,340.00 32,738,266.80 520000 Operating 4,754,692.00 2,134,456.00 2,135,000.00 2,177,700.00 2,221,254.00 2,265,679.08 520000 Food (Lodge Only) - - - 530000 Operating Maintenance 1,700,162.00 393,730.00 500,000.00 450,000.00 459,000.00 468,180.00 510000 Utilities 1,821,808.00 1,781,432.00 1,885,000.00 1,922,700.00 1,961,154.00 2,000,377.08 500000 Taxes and Land Leases 424,204.00 425,000.00 433,500.00 442,170.00 451,013.40 560000 Administration 5,553,368.00 5,309,876.00 5,215,000.00 5,150,000.00 5,253,000.00 5,358,060.00 540000 Charitable Costs Total Expenses 43,296,068.00 40,841,623.00 41,010,000.00 41,600,900.00 42,432,918.00 43,281,576.36

Net Excess (Deficiency) of Revenue 760,866.00 654,779.00 635,000.00 725,250.00 585,728.75 441,106.68 over Expenses from Operations

OTHER EXPENSES 590000 Interest costs 609,388.00 252,933.00 252,933.00 252,933.00 252,933.00 252,933.00 591000 Other 448,430.00 253,929.00 253,929.00 253,929.00 253,929.00 253,929.00 592000 Amortization

Net Excess (Deficiency) (296,952.00) 147,917.00 128,138.00 218,388.00 78,866.75 (65,755.32)

Appendix C Page 6 of 6 Appendix D: Capital Maintenance and Renewal Program Plan Note: include any energy savings or HMB:___The Bethany Group______environmental considerations or Date:______opportunities associated with this

Priority Environment Condition of Estimated Cost to Building ASHC Building ID Building Category (select Ranking sustainability Facility (FCI) or Building Name Building Address Postal Code Description of Work complete the Ownership Code Age from Drop-Menu) (Level 1, 2 (Climate Good, Fair, Work or 3) Change) Poor

5324-51ave. Cameron Manor ASHC T4L 1N5 1649-2755-2150 36 Health and Safety Install Wheel Chair Ramp $30,000.00 1 Good Lacombe 4817-51st., Replace Keyless Entry & Fire Lakeview Manor ASHC T0C 0B0 1605-2755-2009 39 Capital Maintenance $55,000.00 1 Good Alix Alarms 4912-52st. Replace Keyless Entry & Fire Lamerton Place ASHC T0B 3C0 1654-2755-2152 36 Capital Maintenance $75,000.00 1 Good Mirror Alarms 4912-52st. Lamerton Place ASHC T0B 3C0 1654-2755-2152 36 Health and Safety Replace Sidewalks $25,000.00 1 Good Mirror 4030-57st. Replace Keyless Entry & Fire Manitou Manor ASHC T0B 2L0 1647-2755-2001 40 Health and Safety $65,000.00 1 Fair Killam Alarms 5004-50st. Replace Keyless Entry & Fire Parkland Manor ASHC T0B 1V0 1641-2755-0067 40 Health and Safety $80,000.00 1 Fair Hardisty Alarms 4709-50st. Replace Concrete and Parkview Place ASHC T4V 4C9 1617-2755-2273 31 Health and Safety $75,000.00 1 Good Camrose Landscaping 5002-51ave, Spruce Terrace ASHC T4L 1B8 1649-2755-6191 26 Health and Safety Wheel Chair ramp and auto doors $40,000.00 1 Good Lacombe 5326-51ave. Cameron Manor ASHC T4L 1N5 1649-2755-2150 36 Capital Maintenance Replace Boiler & Controls $75,000.00 2 Good Lacombe 54st. -43ave. Siding, Window, Door Camrose 3 ASHC T4V 4J7 1617-2731-2080 40? Capital Maintenance $120,000.00 2 Fair Camrose Replacement 4912-56st. Heritage Manor ASHC T4V 2C7 1617-2755-2114 36 Capital Maintenance Shingle Replacement $100,000.00 2 Good Camrose 5203-55street, Kiwanis Kourt ASHC T9A 1J6 1197-2755-2100 37 Health and Safety Sidewalk Replacement $15,000.00 2 Good Wetaskiwin 5203-55street, Upgrade Attic Insulation & Kiwanis Kourt ASHC T9A 2J6 1197-2755-2100 37 Preservation $25,000.00 2 Good Wetaskiwin Ventilation 18 Eagle Road, Lacombe 1 ASHC T4L 1S2 1649-2731-0029 43 Capital Maintenance Shingle Replacement $9,000.00 2 Fair Lacombe Eagle Road. Replace Furnaces & Hot Water Lacombe 1 ASHC T4L 1S2 1649-2731-0029 43 Capital Maintenance $50,000.00 2 Fair Lacombe Tanks Woodland Drive, Replace Furnaces & Hot Water Lacombe 2 ASHC T4L 1V1 1649-2731-2309 36 Capital Maintenance $15,000.00 2 Good Lacombe Tanks 31 Woodland Drive, Replace Furnaces & Hot Water Lacombe 3 ASHC T4L 1V1 1649-2731-6594 36 Capital Maintenance $5,000.00 2 Good Lacombe Tanks

Appendix D Page 1 of 6 Priority Environment Condition of Estimated Cost to Building ASHC Building ID Building Category (select Ranking sustainability Facility (FCI) or Building Name Building Address Postal Code Description of Work complete the Ownership Code Age from Drop-Menu) (Level 1, 2 (Climate Good, Fair, Work or 3) Change) Poor

35 Woodland Drive, Replace Furnaces & Hot Water Lacombe 4 ASHC T4L 1V1 1649-2731-6627 36 Capital Maintenance $5,000.00 2 Good Lacombe Tanks 4817-51st., Lakeview Manor ASHC T0C 0B0 1605-2755-2009 39 Capital Maintenance Install Keyless Entry System $15,000.00 2 Good Alix 4817-51st., Replace Furnaces & Hot Water Lakeview Manor ASHC T0C 0B0 1605-2755-2009 39 Capital Maintenance $70,000.00 2 Good Alix Tanks 4817-51st., Re-enforce foundation and Lakeview Manor ASHC T0C 0B0 1605-2755-2009 39 Capital Maintenance $50,000.00 2 Good Alix landscape 4912 - 52st. Replace Flooring in Common Lamerton Place ASHC T0B 3C0 1654-2755-2152 36 Preservation $25,000.00 2 Good Mirror areas 5215 - 55 ave. Replace Hot Water Supply and Legion Arms ASHC T9A 3A7 1197-2755-2194 33 Capital Maintenance $30,000.00 2 Good Wetaskiwin Recirc lines 5215 - 55 ave. Legion Arms ASHC T9A 3A7 1197-2755-2194 33 Capital Maintenance Replace Make Up Air Unit $70,000.00 2 Good Wetaskiwin 5215-55ave. Legion Arms ASHC T9A 3A7 1197-2755-2194 33 Capital Maintenance Replace Boiler & Controls $100,000.00 2 Good Wetaskiwin 5215-55ave. Upgrade Attic Insulation, Legion Arms ASHC T9A 3A7 1197-2755-2194 33 Preservation $80,000.00 2 Good Wetaskiwin Ventilation, New MUA 5410 - 39ave. Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance Replace Boiler & Controls $100,000.00 2 Good Wetaskiwin 5410 - 39ave. Replace Hot Water Supply and Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance $30,000.00 2 Good Wetaskiwin Recirc lines 5410-53st. Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance Replace Boiler & Controls $100,000.00 2 Good Wetaskiwin 5410-39ave. Upgrade Attic Insulation & Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Preservation $30,000.00 2 Good Wetaskiwin Ventilation 4654-52 ave. Oxford Court ASHC T0C 0J0 1610-2722-6015 25 Capital Maintenance Window Replacement $22,000.00 2 Good Bentley 5004-50st. Parkland Manor ASHC T0B 1V0 1641-2755-0067 40 Capital Maintenance Replace Boiler & Controls $50,000.00 2 Fair Hardisty 4510 C&E Trail, Parkview Manor ASHC T4L 1B7 1649-2755-0005 47 Capital Maintenance Replace Boiler & Controls $50,000.00 2 Fair Lacombe 4508 C.& E Trail Parkview Manor ASHC T4L 1B7 1649-2755-0005 47 Capital Maintenance Install Keyless Entry System $20,000.00 2 Fair Lacombe 4508-C.N.E Trail. Parkview Manor ASHC T4L 1B7 1649-2755-0005 47 Capital Maintenance Replace Boiler, piping & Controls $85,000.00 2 Fair Lacombe 4709-50st. Parkview Place ASHC T4V 4C9 1617-2755-2273 31 Capital Maintenance Sewer line Replacement $100,000.00 2 Good Camrose

Appendix D Page 2 of 6 Priority Environment Condition of Estimated Cost to Building ASHC Building ID Building Category (select Ranking sustainability Facility (FCI) or Building Name Building Address Postal Code Description of Work complete the Ownership Code Age from Drop-Menu) (Level 1, 2 (Climate Good, Fair, Work or 3) Change) Poor

4709-50st. Parkview Place ASHC T4V 4C9 1617-2755-2273 31 Capital Maintenance Replace Windows and Blinds $500,000.00 2 Good Camrose 5002-51ave, Spruce Terrace ASHC T4L 1B8 1649-2755-6191 26 Capital Maintenance Replace Boiler & Controls $75,000.00 2 Good Lacombe Shular ave. Tower Manor ASHC T0M 0J0 1612-2755-6185 25 Capital Maintenance Shingle Replacement $20,000.00 2 Good Blackfalds 5006 55 St, Westside Manor ASHC TOB 1A0 1629-2755-0014 43 Capital Maintenance Replace Water & Sewer Lines $250,000.00 2 Fair Daysland 4 Duplex's Wetaskiwin 1 ASHC T9A 2E2 1197-2731-0024 44 Capital Maintenance Shingle Replacement $45,000.00 2 Fair Wetaskiwin 5634/36 -55A Street Wetaskiwin 4 ASHC T9A 2A9 1197-2731-2265 44 Capital Maintenance Shingle Replacement $11,000.00 2 Fair Wetaskiwin 3748-55st. Wetaskiwin 5 (FCLS) ASHC T9A 2L2 1197-2731-2573 31 Capital Maintenance Replace Sidewalks and Steps $20,000.00 2 Good Wetaskiwin 4912-53st. Wild Rose Villa ASHC T4V 1Z1 1617-2755-0041 40 Capital Maintenance Replace Windows and Blinds $150,000.00 2 Fair Camrose 4401-47st. Big Knife Villa ASHC T0B 1N0 1639-2755-2297 32 Preservation Replace Cabnetry in all Units $50,000.00 3 Good Forestburg 5326-51ave. Cameron Manor ASHC T4L 1N5 1649-2755-2150 36 Capital Maintenance Replace Windows and Blinds $60,000.00 3 Good Lacombe Mt. Pleasant Drive. Camrose 1 ASHC T4V2M8 1617-2731-2864 40 Capital Maintenance Replace Exterior Doors $30,000.00 3 Fair Camrose Marler Drive. Camrose 2 ASHC T4V 3R2 1617-2731-2069 40 Capital Maintenance Replace Exterior Doors $35,000.00 3 Fair Camrose 101 Rutherford Ave. Cozy Corner ASHC T0B 2A0 1636-2755-2334 28 Capital Maintenance Replace Windows and Blinds $30,000.00 3 Good Heisler

101 Rutherford Ave. Cozy Corner ASHC T0B 2A0 1636-2755-2334 28 Capital Maintenance Shingle Replacement $25,000.00 3 Good Heisler 212 MAIN St. E.O. Lysne Manor ASHC T0B 0A4 1607-2755-2061 39 Capital Maintenance Window Replacement $20,000.00 3 Good Alliance 212 MAIN St. E.O. Lysne Manor ASHC T0B 0A4 1607-2755-2061 39 Capital Maintenance Shingle Replacement $25,000.00 3 Good Alliance 212 MAIN St. E.O. Lysne Manor ASHC TOB 0A4 1607-2755-2061 39 Preservation Replace Cabnetry in all Units $30,000.00 3 Good Alliance 4808-50st. Frontier Manor ASHC T0B 2V0 1651-2755-2277 33 Capital Maintenance Replace Windows and Blinds $20,000.00 3 Good Lougheed

Appendix D Page 3 of 6 Priority Environment Condition of Estimated Cost to Building ASHC Building ID Building Category (select Ranking sustainability Facility (FCI) or Building Name Building Address Postal Code Description of Work complete the Ownership Code Age from Drop-Menu) (Level 1, 2 (Climate Good, Fair, Work or 3) Change) Poor

4808-50st. Frontier Manor ASHC T0B 2V0 1651-2755-2277 33 Capital Maintenance Shingle Replacement $25,000.00 3 Good Lougheed 5015 - 53 Ave. Heritage House 2 ASHC T0B 0H0 1609-2755-2177 37 Capital Maintenance Replace Siding and Paint Exterior $20,000.00 3 Good Bashaw 4912-56 st. Heritage Manor ASHC T4V 2C7 1617-2755-2114 36 Capital Maintenance Elevator Upgrade $190,000.00 3 Good Camrose 4912-56 st. Upgrade Radiant Heat in Heritage Manor ASHC T4V 2C7 1617-2755-2114 36 Capital Maintenance $40,000.00 3 Good Camrose Common Areas 5215-51st. John A Smith Manor ASHC T0C 1Z0 1154-2755-2151 37 Capital Maintenance Siding and Window Replacement $60,000.00 3 Good Millet Woodland Drive, Lacombe 2 (FCLS) ASHC T4L 1V1 1649-2731-2309 36 Capital Maintenance Reparge Building $7,500.00 3 Good Lacombe Woodland Drive, Lacombe 4 (FCLS) ASHC T4L 1V1 1649-2731-6627 36 Capital Maintenance Reparge Building $7,500.00 3 Good Lacombe Eagle Road. Lacombe 1 ASHC T4L 1S2 1649-2731-0029 43 Preservation Siding and Parging Replacement $100,000.00 3 Fair Lacombe Woodland Drive, Lacombe 2 ASHC T4L 1V1 1649-2731-2309 36 Preservation Replace Cabnetry in all Units $15,000.00 3 Good Lacombe Woodland Drive, Lacombe 3 ASHC T4L 1V1 1649-2731-6594 36 Preservation Replace Cabnetry in all Units $6,500.00 3 Good Lacombe Woodland Drive, Lacombe 4 ASHC T4L 1V1 1649-2731-6627 36 Preservation Replace Cabnetry in all Units $6,500.00 3 Good Lacombe 5320-49st. Lakeside Home ASHC T0B 0H0 1609-2755-2249 33 Capital Maintenance Replace Windows and Blinds $75,000.00 3 Good Bashaw 4817-51st., Lakeview Manor ASHC T0C 0B0 1605-2755-2009 39 Capital Maintenance Replace Windows and Blinds $45,000.00 3 Good Alix 4817-51st. Lakeview Manor ASHC T0C 0B0 1605-2755-2009 39 Health and Safety Parking Lot Paving $100,000.00 3 Good Alix 5215 - 55 ave. Legion Arms ASHC T9A 3A7 1197-2755-2194 33 Capital Maintenance Elevator Upgrade $190,000.00 3 Good Wetaskiwin 5215 - 55 ave. Legion Arms ASHC T9A 3A7 1197-2755-2194 33 Preservation Paint all Common Areas $30,000.00 3 Good Wetaskiwin 5215 - 55 ave. Legion Arms ASHC T9A 3A7 1197-2755-2194 33 Capital Maintenance Install Automatic Door openers $8,000.00 3 Good Wetaskiwin 52 AVE & 50 St. Lions Golden Villa ASHC T0M 0X0 1634-2755-6188 27 Capital Maintenance Door and Window Replacement $70,000.00 3 Good Eckville 5410 - 39ave. Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance Elevator Upgrade $190,000.00 3 Good Wetaskiwin

Appendix D Page 4 of 6 Priority Environment Condition of Estimated Cost to Building ASHC Building ID Building Category (select Ranking sustainability Facility (FCI) or Building Name Building Address Postal Code Description of Work complete the Ownership Code Age from Drop-Menu) (Level 1, 2 (Climate Good, Fair, Work or 3) Change) Poor

5410 - 39ave. Renovate Front Entrance & Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance $30,000.00 3 Good Wetaskiwin Awning 5410 - 39ave. Install new lighting in all common Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance $25,000.00 3 Good Wetaskiwin area 5410 - 39ave. Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance Install Automatic Door openers $8,000.00 3 Good Wetaskiwin 5410 - 39ave. Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Preservation Paint all Common Areas $30,000.00 3 Good Wetaskiwin 5410 - 39ave. Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance Replace Windows and Blinds $150,000.00 3 Good Wetaskiwin 5410-53st. Luther Manor ASHC T9A 3A6 1197-2755-2195 34 Capital Maintenance Replace Exterior Lighting $30,000.00 3 Good Wetaskiwin 4030-57st. Replace Doors/Windows and Manitou Manor ASHC T0B 2L0 1647-2755-2001 40 Capital Maintenance $45,000.00 3 Fair Killam Blinds 126 PORTER Ave. Millet R&N 2 ASHC T0C 1Z0 1154-2722-3095 37 Capital Maintenance Replace Fence $15,000.00 3 Good Millet 4654-52 ave. Oxford Court ASHC T0C 0J0 1610-2722-6015 25 Capital Maintenance Replace Windows and Blinds $35,000.00 3 Good Bentley 4654-52ave. Replace Furnaces & Hot Water Oxford Court ASHC T0C 0J0 1610-2722-6015 25 Capital Maintenance $30,000.00 3 Good Bentley Tanks 5004-50st. Parkland Manor ASHC T0B 1V0 1641-2755-0067 40 Capital Maintenance Replace Windows and Blinds $80,000.00 3 Fair Hardisty 5004-50st. Replace Counter Tops on all Parkland Manor ASHC T0B 1V0 1641-2755-0067 40 Capital Maintenance $35,000.00 3 Fair Hardisty Cabnets 4508-C.N.E Trail. Parkview Manor ASHC T4L 1B7 1649-2755-0005 47 Capital Maintenance Replace Windows and Blinds $75,000.00 3 Fair Lacombe 4508-C.N.E Trail. Parkview Manor ASHC T4L 1B7 1649-2755-0005 47 Preservation Replace Cabnetry in all Units $100,000.00 3 Fair Lacombe 4508-C.N.E Trail. Parkview Manor ASHC T4L 1B7 1649-2755-0005 47 Preservation Replace Cabnetry in all Units $200,000.00 3 Fair Lacombe 4709-50st. Parkview Place ASHC T4V 4C9 1617-2755-2273 31 Capital Maintenance Elevator Upgrade x 2 $380,000.00 3 Good Camrose 4709-50st. Upgrade Lighting in Common Parkview Place ASHC T4V 4C9 1617-2755-2273 31 Capital Maintenance $20,000.00 3 Good Camrose Areas Sanden Street, Sanden Court 1 ASHC T0B 0J0 1611-2755-2062 39 Capital Maintenance Replace Windows and Blinds $20,000.00 3 Good Bawlf Sanden Street, Sanden Court 2 ASHC T0B 0J0 1611-2755-2184 37 Capital Maintenance Replace Windows and Blinds $25,000.00 3 Good Bawlf

Appendix D Page 5 of 6 Priority Environment Condition of Estimated Cost to Building ASHC Building ID Building Category (select Ranking sustainability Facility (FCI) or Building Name Building Address Postal Code Description of Work complete the Ownership Code Age from Drop-Menu) (Level 1, 2 (Climate Good, Fair, Work or 3) Change) Poor

5002-51ave, Spruce Terrace ASHC T4L 1B8 1649-2755-6191 26 Preservation Siding Replacement (Phase 2) $70,000.00 3 Good Lacombe Shular ave. Tower Manor ASHC TOM 0J0 1612-2755-6185 25 Capital Maintenance Shingle Replacement $20,000.00 3 Good Blackfalds Shular ave. Replace Furnaces & Hot Water Tower Manor ASHC T0M 0J0 1612-2755-6185 25 Capital Maintenance $20,000.00 3 Good Blackfalds Tanks 4932 - 48 St. Verdant Valley Villa ASHC T0B 2V0 1651-2755-2063 39 Capital Maintenance Window Replacement $15,000.00 3 Good Lougheed 5110-50st. Wavy Lake Manor ASHC T0B 4H0 1684-2755-2165 35 Capital Maintenance Shingle Replacement $20,000.00 3 Good Strome 5006 55 St, Westside Manor ASHC TOB 1A0 1629-2755-0014 43 Capital Maintenance Door and Window Replacement $160,000.00 3 Fair Daysland 5006 55 St. Westside Manor ASHC T0B 1A0 1629-2755-0014 43 Capital Maintenance Replace Siding $100,000.00 3 Fair Daysland 5006-55st. Westside Manor ASHC T0B 1A0 1629-2755-0014 43 Capital Maintenance Shingle Replacement $150,000.00 3 Fair Daysland 54st-55ave. Wetaskiwin 1 ASHC T9A 2E2 1197-2731-0024 44 Capital Maintenance Replace Exterior & Patio Doors $60,000.00 3 Fair Wetaskiwn 56ave-55A st. Wetaskiwin 2 ASHC T9A 2A9 1197-2731-0052 42 Capital Maintenance Replace Exterior & Patio Doors $60,000.00 3 Fair Wetaskiwin 3748 - 54 St. Wetaskiwin 5 (FCLS) ASHC T9A 2L2 1197-2731-2573 31 Capital Maintenance Replace Fence $30,000.00 3 Good Wetaskiwn 103 Lady Helena Ave. Wheatland Manor ASHC T0B 1R0 1644-2755-2183 35 Capital Maintenance Replace Windows and Blinds $25,000.00 3 Good Galahad

103 Lady Helena ave. Wheatland Manor ASHC T0B 1R0 1644-2755-2183 35 Preservation Replace Cabnetry in all Units $20,000.00 3 Good Galahad 4912-53st. Upgrade Garbage Bin Area & Wild Rose Villa ASHC T4V 1Z1 1617-2755-0041 40 Capital Maintenance $10,000.00 3 Fair Camrose Relocate 4912-53st. Wild Rose Villa ASHC T4V 1Z1 1617-2755-0041 40 Preservation Replace Cabnetry in all Units $200,000.00 3 Fair Camrose 4912-53st. Replace Keyless Entry & Fire Wild Rose Villa ASHC T4V 1Z1 1617-2755-0041 40 Health and Safety $100,000.00 3 Fair Camrose Alarms Bashaw Meadows TBG 5502 56 Ave Bashaw, AB T0B 0H0 1609-2751-2089 6 Preservation Concrete Work $15,000.00 3 Good

TOTAL $6,881,000.00

Appendix D Page 6 of 6 BUSINESS PLAN

APPENDIX E - PROPOSED MAJOR CAPITAL PROJECT

Section 1: Applicant Details

Organization name The Bethany Group

Project name Wabasca Seniors Care Home

Project location MD Of Opportunity, Hamlet of Wabasca

Project priority #1 #2 #3

Section 2: Proposal

Project Name Wabsaca Seniors Care Home

A Civic Address

Municipality MD of Opportunity Province Alberta Postal Code T7N 1M6

Construction Type (more than one type may be applicable) B Demolition and Rebuilding Major Renovations New Construction

Type of Building

Row House Low-Rise Apartment C Lodge High-Rise Apartment

Other (specify)

Which of the following are included in the monthly rent?

Electricity Cable D Lodge Services, including meals, housekeeping, life Heat Other (specify) enrichment and 24 hour staffing

Water & Sewer

Has an environmental assessment or concept study been carried out? Yes No

If yes, please outline the findings and what, if anything, has been done to remedy issues. Attach any reports.

E

Appendix E Page 1 of 3 Section 3: Housing Need-and-Demand Assessment

Provide any information that demonstrates the need for the project.

The project will be owned by the MD of Opportunity and will be operated by The Bethany Group. The project is being designed to allow all units to be Designated Assisted Living, and the operational modelling to date is to have 35 units as Designated Assisted Living units and 25 Lodge units. The AHS forecasted demand for the area is for 17 to 20 spaces needed by 2021 to allow seniors and elders to age in the community. Currently seniors requiring supportive living and /or health care support are sent to Athabasca or Slave Lake, both over 100 kms and over an hour away from family and friends. The development is be constructed and will be operated to accommodate the First Nations Culture of the elders in the region. The project will not only provide local construction jobs , but also over 30 local jobs and an annual payroll of over $1 million , should the site be operated as a combined Lodge and Health Care facility. The operating model included with the project summary is based on lodge operations only of approximately 15 staff and annual payroll of $400,000. The Bethany Group is currently working with the local campus of Northern Lakes College for training and certification of locals to meet the staffing demands. The Municipality is prepared to cover 50% of the costs and to provide Lodge Operating assistance to the site, with the balance of the deficit at 80% occupancy to be covered by the Lodge Assistance Program.

Section 4: Capital Cost ESTIMATE ONLY

Item Below Market Units Market Units / Commercial Total

Land $ 2,100,000 $ - $ 2,100,000

Construction Contract Services $ 15,900,000 $ 15,900,000

Renovation $ - $ -

Appliances/Equipment /Furniture $ 1,500,000 $ - $ 1,500,000

On-site servicing $ 210,000 $ - $ 210,000

Landscaping $ 125,000 $ - $ 125,000

Paving $ 150,000 $ - $ 150,000

Architect Fees $ 750,000 $ - $ 750,000

Audit/Legal Fees/Project $ 550,000 $ - $ 550,000 Management Municipal Fees $ - $ - $ -

TOTAL ESTIMATED CAPITAL COST $ 21,285,000 $ - $ 21,285,000

Section 5: Funding Sources - ESTIMATE ONLY

List all expected funding sources such as financing.

Names of Funding Sources Below Market Units Market / Commercial Total

HMB Equity Contributions $ - $ - $ -

Bank Loan $ -

Expected provincial funding $ 10,642,500 $ - $ 10,642,500

Municipal Contribution (specify) $ 10,642,500 $ - $ 10,642,500

Donation(s) $ -

Other (specify) $ - $ -

Other (specify) $ - $ - $ -

*Total Funding Sources $ 21,285,000 $ - $ 21,285,000

*Must equal “Total Estimated Capital Cost” of Project in Section 4.

Appendix E Page 2 of 3 Section 6: Preliminary Project Budget - ESTIMATE ONLY

Using the format below, please provide a Project Budget based on a twelve-month projection.

Forecasted Annual Seniors’ Self- Lodge Community Housing Affordable Housing Market / Commercial Total Revenues Contained Number of Units 60 -

Rents $ 825,000 $ - $ - $ - $ 825,000

Requisition/AHS KP $ 485,000 $ - $ - $ - $ 485,000 Mortgage Total Forecasted $ 1,310,000 $ - $ - $ - $ - $ 1,310,000 Revenues Forecasted Annual Expenses Administration $ 125,000 $ - $ - $ - $ - $ 125,000

Operating $ 1,085,000 $ - $ - $ - $ 1,085,000

Maintenance $ 55,000 $ - $ - $ - $ 55,000

Debt Servicing $ - $ - $ - $ -

Insurance $ 35,000 $ - $ - $ - $ 35,000

Property Taxes $ - $ - $ - $ - $ -

Replacement $ 50,000 $ - $ - $ - $ 50,000 Reserve Utilities $ 185,000 $ - $ - $ - $ 185,000

Other (specify) $ - $ - $ - $ - $ -

Total Forecasted $ 1,535,000 $ - $ - $ - $ - $ 1,535,000 Annual Expenses Estimated Annual $ (225,000) $ - $ - $ - $ - $ (225,000) Surplus/ (Deficit)

Section 7: Additional Information The financial request is to cover 50% of the total capital costs at $10.6 million and to provide Lodge Assistance Grant funding for the units- estimated at $185,000 per year. The Bethany Group will also apply for funding from Alberta Health Services, should a proposal call be made available for spaces over the next 3 to 5 years as the project proceeds to construction and occupancy as a Lodge facility.

Appendix E Page 3 of 3