BusinessPlan2015-2018

Business Plan 2015 - 2018

Grande Spirit Foundation

Table of Contents:

Executive Summary ................................................................................................................. 1

Accountability Statement ........................................................................................................ 3

Housing Management Body Overview .................................................................................... 3

Plan Development ................................................................................................................... 4

Environmental Scan ................................................................................................................. 6

Regional Context ..................................................................................................................... 6

SWOT Analysis ........................................................................................................................ 7

Goals, Priority Initiatives, Expected Outcomes and Performance Measures .............................. 8

Financial Budgets and Forecasts .............................................................................................. 11

Capital Plan ............................................................................................................................. 12

Appendix A .............................................................................................................................. 13

Organizational Chart ................................................................................................................ 14

Appendix B .............................................................................................................................. 15

Appendix C .............................................................................................................................. 17

Appendix D ............................................................................................................................. 19

Appendix E .............................................................................................................................. 26

List of Attachments ................................................................................................................. 28

Grande Spirit Foundation: Business Plan: 2015-2018 Page 1

Executive Summary:

Grande Spirit Foundation is respected locally and provincially for providing safe, affordable

housing and services to area residents for almost 55 years. Originally established as a non-

profit organization in 1960, Grande Spirit Foundation has been recognized as the Regional

Public Housing Management Body under the Alberta Housing Act since 1994.

The organization represents 12 local municipalities with a Board of Directors made up of

councilors from each municipality. Grande Spirit Foundation owns and manages 277 seniors

lodge units in Grande Prairie and Spirit River. GSF manages 278 senior apartment units as well

as programs targeted to more than 600 families and individuals of modest income on behalf of

the province of Alberta. Grande Spirit Foundation is guided by these basic values: we believe

everyone should be treated with dignity, compassion and respect; we aspire to the highest

standard of integrity, honesty and professionalism; and our common sense approach

encourages a positive, safe environment for all staff, residents and visitors.

The Grande Prairie area is made up of vibrant, growing communities. Along with this growth

comes the demand for housing for all sectors. Grande Spirit Foundation is proud to provide

affordable housing options as well as supported housing for senior citizens unable to live

independently. However, growing waitlists for housing and support services indicate our

capacity is lacking. While affordable housing can be delivered to families and individuals

through subsidy programs, physical buildings, staff, and programs are necessary to adequately

provide supported housing to seniors.

Additions to Wild Rose Villas in 2010 and Amisk Court in 2011 did little to alleviate senior

waitlist pressures. The Need and Demand Analysis completed in 2013 reinforced the urgent

need for additional affordable housing in the area. This analysis identified over 12,000 people

in the Grande Prairie area will become seniors over the next 5-15 years. The pressures in the

community continue to be demonstrated by low vacancy rates and extremely high market

rents. A recent charitable donation of a 5-acre parcel of land in the Hamlet of Clairmont is

significant in addressing this need; plans are currently underway for the development of a 150-

unit seniors facility.


Over the years, Grande Spirit Foundation has built a reputation for providing quality, affordable

housing and services. As a non-profit housing provider, our responsibility is to our clients and

our funders; not to shareholders. This allows the Foundation to maintain affordable rental

rates in our seniors facilities, and ensures the lowest income Albertans are being served.

Additionally, the Foundation is very proud of its knowledgeable, experienced staff; over 30% of

GSFs employees have worked with the organization for a decade or more! The dedication and

commitment to the residents and their families is evident by the positive, inviting atmosphere

in our facilities. Our goal is to continue to attract and retain quality employees.

We have a well developed Health and Safety program and maintain our Certificate of

Recognition. We have earned Accommodation Standards licensing in all our Seniors Lodge

facilities. The Board of Directors ensures operations are guided by comprehensive policies and

procedures. Our staff is proficient with our locally supported, advanced administrative systems.

Partnerships are established with community agencies, vendors, contractors, professionals, and

stakeholders. Seniors in our lodge facilities have access to 24/7 supports from Alberta Health

Services through Home Care. And we are fortunate to enjoy strong support from both

municipal and provincial levels of government. Based on our successful operations and the

relationships that have been developed, the Foundation is well positioned to embark on a new

venture.

Grande Spirit Foundation continues to be in a healthy cash flow position with a strong balance

sheet. Our preliminary financial analysis indicates a new project is definitely sustainable and

would have positive cash flow over the first five years. GSF is very budget driven and

continuously meets or exceeds budget goals. We constantly strive to improve our efficiencies

to deliver the best value to our clients and to ensure we are accountable and responsible to our

funders.

Over the next three years, our primary focus will be to turn the dream of a new seniors facility

into a reality. This opportunity will allow us to address the regeneration of aging infrastructure;

create local employment; and enable the Foundation to continue as a leader in providing

affordable housing to local residents in vulnerable sectors.


Accountability Statement:

The business plan was prepared under the Boards direction in accordance with legislation and

associated ministerial guidelines, and in consideration of all policy decisions and material,

economic, or fiscal implications of which the Board is aware.

Housing Management Body Overview:

The Grande Spirit Foundation GSF is a Housing Management Body of the Alberta Government

under Ministerial Order #H:091/94. GSFs mandate is to provide safe, affordable housing and

support services to low income seniors, families and individuals. Our mission statement was

updated as part of our strategic planning process during 2014:

We serve seniors, families, and individuals by providing quality affordable housing.

GSF owns and operates 4 lodges with 277 rooms. GSF manages Alberta Social Housing

Corporation (ASHC) owned facilities; 15 senior apartment buildings with 278 suites, as well as

64 direct rental family housing units. We currently administer $3.137 million annually through

provincially funded Rent Supplement Programs. Our most recent accomplishments include two

additions to Wild Rose Manor; 25 units in 2003, and 16 units in 2010, as well as a 24-unit

expansion to Amisk Court, an ASHC owned seniors apartment in Beaverlodge, completed in

2011.

GSF manages a 70 unit affordable building and 17 wheelchair accessible rent geared to income

(RGI) units for a local non-profit group; Grande Prairie Residential Society. Grande Spirit

Foundation also manages a 40 unit affordable housing building for the City of Grande Prairie.

This facility was constructed through an affordable housing grant as well as revenue from the

sale of properties that had been transferred from the Province to the City. The City of Grande

Prairie serves as the community based organization (CBO); Grande Spirit Foundation plays an

active role as member of the Community Advisory Board on Homelessness.

The Village of Hythe is a contributing municipality to GSF. In 2011 GSF and Hythe Pioneer

Homes, an 86 unit unique home under ministerial order with the Province, signed an

agreement allowing Hythe Pioneer Homes access to municipal requisition funds collected

though GSF for Board approved operational deficits.

The Grande Spirit Foundation is led by a 12 member Board comprised of one representative

from each of its contributing municipalities. GSF operates in Grande Prairie, Spirit River,

Beaverlodge, Sexsmith, Rycroft, Wanham, Eaglesham, Laglace, Wembley, Debolt, Clairmont,

and Bezanson.


Plan Development:

Business Plan:

Internal Policy #6-0400 provides direction to prepare a 3 year business plan

We contracted Kent Fletcher of Arrow Consulting Services Inc. to prepare a Needs and

Demand Analysis in 2013. See Attachment 1.

Capacity Development personnel led our Board through a Board governance session in

March 2014

We invited our Portfolio Advisor and Capacity Development personnel to attend our

joint senior management and Board strategic planning session in May 2014. The Grande

Spirit Foundation 2014-2017 Strategic Plan Attachment 2 was approved by the Board in

October 2014.

General Manager and Financial Manager attended business planning seminar by

Community Futures in October 2014

Met with Board Chair individually in early November 2014

Sent draft business plan to Board Chair, Vice Chair and Community Futures staff for

critique and feed back in early November 2014

Adopted by Full Board on November 28, 2014

November 28, 2014

BOARD MOTION #969 by Roger Loberg to adopt the 2015-2018 GSF Business Plan as presented


Capital Project Plan:

In June 2012 we received a CMHC seed funding grant of $10,000

Scheunhage Engineering (SPA) was contracted to design conceptual drawings for a new

Seniors Housing facility during 2013

Data from our waitlist, CNITS, and CMHC rental market reports and Needs and Demands

Analysis was analyzed

Land became available in the Hamlet of Clairmont through a charitable donation

The Board made motion #2164 in June 27, 2014 to engage Scheunhage Engineering to

undertake professional services for a new seniors complex to get a project shovel

ready by May 2015

In July 2014, the County of Grande Prairie committed to providing services to the

property at a cost of $700,000

Staff consultations around design and amenities were conducted in the summer

Our Board developed a building committee on October 3, 2014

In September we started having design meetings with SPA

The County of Grande Prairie is exploring public transportation possibilities for

Clairmont, Grande Prairie and area in partnership with the city of Grande Prairie

See New Seniors Facility Conceptual Plans Attachment 8

June 6, 2014

BOARD MOTION #2157 by J. Kokotilo-Bekkerus to start work on a Business Plan for a new

facility.


Environmental Scan:

The 65+ population increased by 22% to 5,455 between 2006 and 2011 in the Grande

Prairie area

The 50-64 age co-hort which will become seniors in the next 5-15 years increased by

34% to 12,365 between 2006 and 2011

The one-bedroom Core Need Income Threshold (CNIT) for the Grande Prairie area is

$41,500, an increase of about 60% over 2006

The 2011 shelter costs increased by 10% over 2006

In 2011 18.9% of owners and 25.5% of renters paid more than 30% on shelter

The average house price across the region in 2011 was $304,340, an increase of 15%

over 2006

According to the 2014 Spring Canada Mortgage and Housing (CMHC) report, the 1

bedroom vacancy rate for Grande Prairie is .8% and the average 1 bedroom market rent

is $983

See Need and Demand Analysis Attachment 1

Regional Context:

In addition to housing options provided by GSF, Points West, a private for profit

operates 62 supportive living suites. Emerald Gardens provides 64 supportive living

suites as well.

An affordable seniors housing complex opened in the Town of Sexsmith with 22 suites.

The City of Grande Prairie has secured land and will seek funding and partners to meet

the future needs for senior, family, and special purpose housing.

Working relationships are well established with private landlords, and other special

needs housing providers.

Weve developed a long term real estate strategy for our region recommending the

surplussing of rural units that are an inappropriate size, have chronic vacancies, and high

operational costs.

See Core Need Income Threshold (CNIT) - Attachment 3

See CMHC Spring 2014 Report Attachment 4

See November Portfolio Report Attachment 5

See Long Term Real Estate Strategy Attachment 6


SWOT Analysis:

Strengths:

50 year history, excellent reputation locally

and provincially

Commitment to seniors and families

Positive, cheerful atmosphere in our

facilities

Appropriate levels of care provided

Agency partnerships

Substantial waiting list

Knowledgeable, experienced staff

Adequate staffing to avoid burnout

Competitive wages and benefits

Good relationship with CUPE

Fiscally healthy & strong cashflow

Municipal support

Compliance to all government legislation

and standards

Excellent health & safety program - C.O.R.

certified

Good administrative systems in place

Weaknesses:

Level of care capability are we positioned

for the current trend

Limited influence to place residents into

higher levels of care

Wants and desires of clients and families

are more demanding

RTA legislation restricts the ability to access

supports which would foster independence

Aging employees suggests high turnover

Succession planning

Labour pool of qualified personnel

Aging infrastructure including limited

sprinkler systems, asbestos abatement,

mold, poor design

Rural facilities with chronic vacancies

Contractor availability

Opportunities:

New seniors project

Improved focus on resident wellness

Opportunity to provide mixed rent model

allowing higher income seniors to live in

our facilities

Collaborate with Province to sell

inappropriate rural properties

Restructure staff model to gain efficiencies

Succession planning

Explore partnerships to increase affordable

housing capacity

Threats:

Mental illness challenges in all levels of

housing

Possibility of pandemic

Opposition to and risks of smoking in our

seniors facilities

Provincial budget restrictions

Capital improvement process

Bed bugs in our facilities

Limited options for 55-65 low-income or

special needs applicants

Crime

Implementation of HAL


Goals, Priority Initiatives, Expected Outcomes and Performance Measures:

Goal Strategy Outcome

Clients: 1. Enhance the range, quality, and

availability of services for seniors

2. Ensure the level of care that we provide

matches the residents needs

3. Strengthen relationships with agency

partners

a. Increase housing capacity

b. Improve recreational activities to promote

wellness and life enrichment

c. Maximize the usage of our seniors bus

a. Ensure the criteria is well defined

b. Enhance screening and assessment process

including mental health of current and future

residents

c. Analyze service delivery methods

d. Survey residents and families to determine

expectations

a. Collaborative relationship with Home Care,

including joint meetings

b. Participate in local inter-agency meetings

New seniors complex which will increase

capacity and support services by 35%

More participation in a broader range of

activities

Increased ridership on bus by 10%

Residents appropriately housed with their

needs met

Training and abilities of employees

appropriate for level of care provided

Higher resident and family satisfaction

Residents are able to access appropriate

supports to enhance quality of life

A more integrated process to meet resident

needs

Capacity /Facilities: 1. Develop a capacity plan

a. Secure land and funding for new seniors

facility including plans for retail space

b. Continue to work with the Province on long-

term real estate strategy to address vacancies

and cost to operate in rural areas

c. Continue to impress upon Province the need

for increased subsidy to address the unique

challenges in our community

d. Encourage partnerships to increase affordable

housing units capacity

e. Investigate alternate use and/or repurposing

of outdated facilities as well as mixed use for

new and existing facilities

Reduce our senior waitlist by 40%

Reduced costs to the Province and re-

profiling dollars into more appropriate

housing

Provincial budget for subsidy programs meets

community needs

The City of Grande Prairie collaborates with

GSF when considering a new affordable

development

Increase our capacity and our revenue

stream


2. Upgrade, update, maintain housing

facilities

3. Assess emergency response

a. Explore options on sprinkler installations and

other needed upgrades

b. Look at mechanical upgrades to newer

advanced technology systems

c. Address wiring, asbestos, mold in some

facilities

d. Make units more senior friendly during

upgrades

e. Expand parking lot at Dieppe Manor

f. Evaluate smoking in our facilities

a. Continue to work with Safe Communities

around crime prevention

b. Review emergency preparedness including

possibility of pandemic

Facilities are safe, compliant and suitable for

all residents

We can successfully meet the challenge of

any crisis

Financial Goals/Objectives: 1. Continually improve fiscal sustainability

2. Improve financial processes

a. Continue to look for operational efficiencies

b. Continue to work with Seniors ministry on

long-term real estate strategy to dispose of

small rural facilities with chronic vacancies

a. Explore mixed rent revenue model

b. Improve record keeping on life cycle of capital

items

c. Implement 3-year budget plans and analyze

value to centralized budgeting

d. Develop a procurement plan that includes preferred vendors, standing purchase orders,

bulk buying, common finishes

Access AFC lending rates

Reduced costs to the Province and re-profile

into more appropriate housing

A more diverse group of residents

Less reliance on provincial and municipal

subsidies

Operations efficiencies through pro-active

approach to capital spending


Employees: 1. Develop a recruitment/retention plan a. Educate community on employment

opportunities with Foundation

b. Attend job fairs, participate in work experience

programs

c. Complete wage and benefits analysis

d. Explore flexible hours and less traditional

staffing models

e. Develop strategies to minimize staff burnout

f. Develop succession planning strategy

g. Expand volunteer roles

Attract and retain quality employees

Become a preferred recognized employer

through local Chamber of Commerce

2. Enhanced staff training a. Investigate staff training/education

opportunities including working with mentally

ill and high needs residents

b. Look at better options for Management &

Maintenance staff in terms of restructuring

HR/Procurement/Health &

Safety/Budget/Administration

c. Work towards cross training between facilities

and within departments

d. Explore team building options

Employees equipped with appropriate skills

Housing Managers have more time for a

resident focused approach

Increase depth in organization

3. Improve human resource systems and

processes

a. Update and standardize job descriptions and

postings

b. Develop cohesive interview process

c. Review personnel policies and procedures

Compliance to AB Labour Standards and

internal policies

Fair & consistent treatment of all applicants

and employees


Financial Budgets and Forecasts:

See Appendix D

Strong Balance Sheet

Good cash flow position

Proven ability to meet budget targets

Continued funding and support from Province and Municipalities

Substantial waitlist, low vacancy rates suggests consistent rental revenue

Provincial shift to bottom line accountability provides flexibility

Our challenge would be that the Provincial process restricts responsible management of

funding. We would support a retention contingency approach to approved operating

budgets.

Capital budget approvals are often outdated or obsolete


Capital Plan:

A. New Seniors Complex, Clairmont, AB, County of Grande Prairie 150 Suites

The donation of a 5 acre parcel of land has enabled GSF to conceptualize a new seniors

complex comprised of 75 lodge rooms and 75 affordable enhanced seniors apartments. In

addition to the land valued at $1.5 million, the County of Grande Prairie has committed to

providing services to the property at a value of $700,000. GSF Board has also committed to

contribute $1.4 million which puts us in a strong equity position and allows pre-construction

development costs to be fully funded. We are assuming Government of Alberta will partner

with us and provide grant funding for half of the hard construction costs totaling $13,500,000.

Our Need and Demand Analysis, our waitlist, and the other supporting reports attached to this

3 year business plan clearly demonstrate the need for this new facility in our region to provide

for vulnerable Albertans of modest means.

Based on our experience operating seniors facilities we have developed a sustainable financial

operating plan with an anticipated positive cash flow. Weve included retail space in our plans

to diversify our revenue stream and provide our residents with additional services. Access to

Alberta Finance Corporation lending rates would make our project even more viable and allow

GSF to continue to serve those people in greatest need.

The CMHC Project Viability Assessment worksheet is Attachment 7 outlining our projections.

See Attachment 8 for our preliminary conceptual plans

B. Capital plans for HMB-owned:

Projects submitted under Lodge Renewal Grant

C. Capital Plans for ASHC-owned:

See Appendix E: Identified Upgrades (some may not be necessary if Long-Term Real Estate

Strategy is implemented)

See Attachment 6: Long-Term Real Estate Strategy


Appendix A Housing Management Body Corporate Profile

Organization details Housing Management Body name


Incorporation type Alberta Housing Act Societies Act Part 9, Alberta Companies Act Other (please specify)

Board of Directors City of Grande Prairie: Lorne Radbourne County of Grande Prairie: Richard Harpe Saddle Hills County: Brandon Marshall-McRae MD of Greenview: Roxie Rutt County of Birch Hills: Cheryl Bogdanek MD of Spirit River: Elaine Garrow Town of Spirit River: Denise Skoworodko Town of Beaverlodge: Roger Loberg Town of Sexsmith: Claude Lagace Town of Wembley: Jonathan Anaka Village of Rycroft: Pat Sydoruk Village of Hythe: Gordon Nicholson

Senior management team

General Manager: Debbie Normington Financial Manager: Tracy McGregor Facilities Manager: Curtis King Housing Managers: Michelle Stokke, Julie Phelps, Evelyn Bzowy, Terry Longson, Elizabeth Marshall, Wendy Vandelaar, Arlene Charlesworth

Governance structure (including any other organizations associated with the HMB)

Board of Directors councillors appointed from 12 contributing municipalities Management Committee Board members: 5 largest municipal requisitioners Spirit River 3 elected at November Semi-annual Board Meeting

List of contracts to provide services on behalf of other organizations / contracts to have services provided by another organization

Management contract with Grande Prairie Residential Society (Non-profit) - 70 unit affordable housing complex Margaret Edgson Manor - 17 units wheelchair accessible RGI housing deficit funded by the

province Management contract with City of Grande Prairie (C.B.O.)

- 40 unit affordable housing complex Hearthstone Manor AHS provides 24-hour Home Care and M.A.P. support in our lodge facilities in Grande Prairie and Spirit River


Project Name Address Community Number of Units Ownership Building Type

Amisk Court 1026-4 Avenue Beaverlodge 60 Province Walk up

Beaverlodge Fami ly Housing 1118-3 Avenue Beaverlodge 1 Province Single Family

Beaverlodge Fami ly Housing 122-11 Street Beaverlodge 1 Province Single Family

Beaverlodge Fami ly Housing 520-6 Avenue Beaverlodge 1 Province Single Family

Beaverlodge Fami ly Housing 717 Oak Drive Beaverlodge 1 Province Single Family

Bezanson Senior Cottages 10102-98 Avenue Bezanson 6 Province Mobi le Home

Sexsmith Fami ly Housing 9715/9717-105 Avenue Clairmont 2 Province Duplex

Sexsmith Fami ly Housing 9822-103 Avenue Clairmont 1 Province Mobi le Home

Sexsmith Fami ly Housing 9824-103 Avenue Clairmont 1 Province Mobi le Home

Laura Debolt 1 Street EaStreet Debolt 8 Province Single Story Apartment

Summerset Manor 4909-52 Avenue Eaglesham 8 Province Single Story Apartment

Pioneer Lodge 9508-100 Avenue Grande Prairie 48 Grande Spirit Foundation Lodge

Heri tage Lodge 10111-96 Street Grande Prairie 72 Grande Spirit Foundation Lodge

Wild Rose Manor 9358-70 Avenue Grande Prairie 74 Grande Spirit Foundation Lodge

Wild Rose Vi l las 7015 Poplar Drive Grande Prairie 41 Grande Spirit Foundation Lodge

Aurora Court 10013-96 Street Grande Prairie 30 Province Highrise

James Manor 10102-103 Avenue Grande Prairie 21 Province Highrise

Dieppe Manor 9428-121 Avenue Grande Prairie 71 Province Walk up

Grande Prairie Family Housing 10216-105 Avenue Grande Prairie 8 Province Walk up

Grande Prairie Family Housing 10113A/10113B-92A Street Grande Prairie 2 Province Duplex

Grande Prairie Family Housing 7316/7318-93A Street Grande Prairie 2 Province Duplex

Grande Prairie Family Housing 9306A/9306B-105 Avenue Grande Prairie 2 Province Duplex

Grande Prairie Family Housing 9314A/9314B-106 Avenue Grande Prairie 2 Province Duplex

Grande Prairie Family Housing 9401/9405-120 Avenue Grande Prairie 2 Province Duplex

Grande Prairie Family Housing 9529/9533-121 Avenue Grande Prairie 2 Province Duplex

Grande Prairie Family Housing 9731-117 Avenue Grande Prairie 1 Province Single Family

Grande Prairie Family Housing 11431/11433-96A Street Grande Prairie 2 City of GP Duplex

Grande Prairie Family Housing 6340/6342-96 Street Grande Prairie 2 City of GP Duplex

Grande Prairie Family Housing 6912/6914-99A Street Grande Prairie 2 City of GP Duplex

Grande Prairie Family Housing 7306/7308-98 Street Grande Prairie 2 City of GP Duplex

Grande Prairie Family Housing 9305/9309-67 Avenue Grande Prairie 2 City of GP Duplex

Grande Prairie Family Housing 9330-74 Avenue Grande Prairie 1 City of GP Single Family







Hearthstone Manor 9206-99 Street Grande Prairie 40 City of GP Property Management

Margaret Edgson Manor 11010-107A Avenue Grande Prairie 70 Grande Pra irie Res identia l Society Property Management

GPRS Project 1 9539-9603 - 123 Avenue Grande Prairie 10 Grande Pra irie Res identia l Society Property Management

GPRS Project 2 9609-123 Avenue Grande Prairie 7 Grande Pra irie Res identia l Society Property Management

Sunshine Plaza 3 Avenue S-1 Street E LaGlace 12 Province Single Story Apartment


Portfolio List

Appendix B Property ProfileThis 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.


Potter Vi l l a 4630-4638 - 49 Street Rycroft 8 Province Single Story Apartment

Sunset Homes 9702-97 Avenue Sexsmith 18 Province Senior Apartment

Sexsmith Fami ly Housing 10121-99 Street Sexsmith 1 Province Single Family

Sexsmith Fami ly Housing 9302-100 Avenue Sexsmith 1 Province Single Family


Sexsmith Fami ly Housing 9709-98 Avenue Sexsmith 1 Province Single Family



Pleasantview 5230-44 Avenue Spirit River 42 Grande Spirit Foundation Lodge

Rose Haven Manor 4301 - 52 Street Spirit River 12 Province Single Story Apartment

Dr. Law Manor 5228-44 Avenue Spirit River 8 Province Single Story Apartment

Spi ri t River Fami ly Hous ing 43 McAlpine Crescent Spirit River 1 Province Single Family



Poplar Ridge Wanham Wanham 8 Province Single Story Apartment

Martin Hein 9535-9551 - 93 Avenue Wembley 8 Province Single Story Apartment

Beaverlodge Fami ly Housing 9315-98 Street Wembley 1 Province Single Family

Beaverlodge Fami ly Housing 9519-94 Avenue Wembley 1 Province Single Family



Beaverlodge Fami ly Housing 9904/9906-93 Avenue Wembley 2 Province Duplex

Grande Prairie Res idential Society 9609-123 Avenue Grande Prairie 7 Grande Pra irie Res identia l Society Single Story Apartment

Grande Prairie Res idential Society 9601/9603-123 Avenue Grande Prairie 2 Grande Pra irie Res identia l Society Duplex





Margaret Edgson Manor 11010-107A Avenue Grande Prairie 70 Grande Pra irie Res identai l Society Highrise Apartment

Hearthstone Manor 9206-99 Street Grande Prairie 40 City of Grande Prai rie Highrise Apartment


Portfolio List


Unit Summary

Program

Units

Occupied

Units

Available

Units Not

Available Total Units

Community Housing 59 2 31 92

Private Landlord Rent

Supplement 254 0 57 311

Seniors Self-Contained 269 9 0 278

Seniors Lodge 273 4 0 277

Totals 855 15 88 958

Highest Source of Income Singles

Singles with

Children Couples

Couples with

Children

Other

(Specify) Total

Pension 314 3 91 1 409

Employed 50 109 17 28 204

Income Support 52 67 2 11 132

AISH 67 10 8 3 88

Other (Specify) * 47 71 12 8 138

Totals 530 260 130 51 0 971

Waitlist Summary


Year 1 Year 2 Year 3

REVENUERent 6,441,400.00 6,510,755.00 9,381,119.00 Resident Services 137,100.00 137,100.00 179,400.00 Non-Resident Services - - 928,320.00 Grants

ASHC - LAP grant 1,208,771.00 1,208,771.00 1,458,771.00 ASHC - Rent Supplement Grants received 3,137,367.00 3,137,367.00 3,137,367.00 Other (Accounts: 430010 to 430040, 430110 to 433000) - - -

Operational Funding

Municipal Requis ition 928,284.00 956,132.52 984,817.00 Provincial - - - Other - - -

Management and Administration 103,200.00 103,200.00 103,200.00 Investment Income - - -

Charitable Donations - - -

Total Revenue 11,956,122.00 12,053,325.52 16,172,993.99

EXPENSESHuman Resources 4,703,035.00 4,783,145.21 6,219,017.84 Operating 4,367,502.00 4,385,492.73 4,790,407.29 Operating Maintenance 775,420.00 779,065.00 901,964.68 Utilities 1,445,666.00 1,457,339.00 1,889,345.46 Taxes and Land Leases 307,683.00 307,683.00 307,683.00 Administration 795,555.00 800,452.84 1,090,879.45 Health - - -

Charitable Costs - - -

Total Expenses 12,394,861.00 12,513,177.77 15,199,297.71 (438,739.00) (459,852.25) 973,696.28

OTHER EXPENSESInterest costs 67,750.00 62,670.00 57,590.00 Other 116,750.00 121,830.00 925,610.00

Amortization - - -

Net Excess (Deficiency) 293,694.00 272,580.75 744,419.28

430050

Appendix D: Operating Financial Plan

Operating Budget by Year

400000410000420000

530000

430060Combined

460010450010450030470000475000480000

550000520000

590000591000

592000

510000500000560000580000540000

Net Excess (Deficiency) of Revenue over Expenses from operations


Community

Housing Lodge Affordable Other Total

REVENUERent 4,079,700.00 4,079,700.00 Resident Services 137,100.00 137,100.00 Non-Resident Services -

Grants

ASHC - LAP grant 1,208,771.00 1,208,771.00 ASHC - Rent Supplement Grants received - Other (Accounts: 430010 to 430040, 430110 to 433000) -

Operational Funding

Municipal Requisition 928,284.00 928,284.00 Provincial - Other -

Management and Administration -

Investment Income -

Charitable Donations -

Total Revenue 6,353,855.00 6,353,855.00

EXPENSESHuman Resources 3,641,373.00 3,641,373.00 Operating 999,485.00 999,485.00 Operating Maintenance 243,000.00 243,000.00 Utilities 583,650.00 583,650.00 Taxes and Land Leases - -

Administration 408,153.00 408,153.00 Health -

Charitable Costs -

Total Expenses 5,875,661.00 5,875,661.00

478,194.00 478,194.00

OTHER EXPENSESInterest costs 67,750.00 67,750.00 Other - Principal on Mortgage 116,750.00 116,750.00

Amortization -

Cash Held for Reserves -

Net Excess (Deficiency) 293,694.00 293,694.00


590000591000

592000650000

540000

450030470000475000480000

550000520000530000510000500000560000580000

450010

HMB OWNED Year 1 Operating Projections

400000410000420000

430050430060

Combined

460010


Community

Housing Lodge Rent Sup

Other

Senior Self

Contained Total

REVENUERent 407,000.00 1,954,700.00 2,361,700.00 Resident Services -

Non-Resident Services -

Grants

ASHC - LAP grant - ASHC - Rent Supplement Grants received 3,137,367.00 3,137,367.00 Other (Accounts: 430010 to 430040, 430110 to 433000) -

Operational Funding

Municipal Requisition - Provincial - Other -

Management and Administration 103,200.00 103,200.00 Investment Income -


Total Revenue 407,000.00 3,240,567.00 1,954,700.00 5,602,267.00

EXPENSESHuman Resources 214,809.00 92,880.00 753,973.00 1,061,662.00 Operating 44,775.00 3,137,367.00 185,875.00 3,368,017.00 Operating Maintenance 148,800.00 383,620.00 532,420.00 Utilities 272,830.00 589,186.00 862,016.00 Taxes and Land Leases 115,279.00 192,404.00 307,683.00 Administration 142,384.00 10,320.00 234,698.00 387,402.00 Health -

Charitable Costs -

Total Expenses 938,877.00 3,240,567.00 2,339,756.00 6,519,200.00

(531,877.00) - (385,056.00) (916,933.00)

OTHER EXPENSESInterest costs

Other

Amortization

Cash Held for Reserves

Net Excess (Deficiency)


590000591000

592000650000

540000

450030470000475000480000

550000520000530000510000500000560000580000

450010

ASHC OWNED Year 1 Operating Projections

400000410000420000

430050430060

Combined

460010


Community


REVENUERent 4,149,055.00 4,149,055.00 Resident Services 137,100.00 137,100.00 Non-Resident Services -

Grants

ASHC - LAP grant 1,208,771.00 1,208,771.00 ASHC - Rent Supplement Grants received - Other (Accounts: 430010 to 430040, 430110 to 433000) -

Operational Funding

Municipal Requisition 956,132.52 956,132.52 Provincial - Other -


Investment Income -


Total Revenue 6,451,058.52 6,451,058.52

EXPENSESHuman Resources 3,721,483.21 3,721,483.21 Operating 1,017,475.73 1,017,475.73 Operating Maintenance 246,645.00 246,645.00 Utilities 595,323.00 595,323.00 Taxes and Land Leases - -

Administration 413,050.84 413,050.84 Health -

Charitable Costs -

Total Expenses 5,993,977.77 5,993,977.77

457,080.75 457,080.75

OTHER EXPENSESInterest costs 62,670.00 62,670.00 Other - Principal on Mortgage 121,830.00 121,830.00

Amortization -

Cash Held for Reserves -

Net Excess (Deficiency) 272,580.75 272,580.75


590000591000

592000650000

540000

450030470000475000480000

550000520000530000510000500000560000580000

450010


400000410000420000

430050430060

Combined

460010


Community




Grants


Operational Funding




Total Revenue 407,000.00 3,240,567.00 1,954,700.00 5,602,267.00


Charitable Costs -

Total Expenses 938,877.00 3,240,567.00 2,339,756.00 6,519,200.00

(531,877.00) - (385,056.00) (916,933.00)


Other

Amortization




590000591000

592000650000

540000

450030470000475000480000

550000520000530000510000500000560000580000

450010


400000410000420000

430050430060

Combined

460010


Community

Housing Lodge Affordable

New Seniors

Project Total

REVENUE Rent 4,219,589.00 2,799,830.00 7,019,419.00 Resident Services 137,100.00 42,300.00 179,400.00 Non-Resident Services 928,320.00 928,320.00 Grants

ASHC - LAP grant 1,208,771.00 250,000.00 1,458,771.00 ASHC - Rent Supplem ent Grants received - Other (Accounts: 430010 to 430040, 430110 to 433000) -

Operational Funding

Municipal Requis ition 984,817.00 984,817.00 Provincial - Other -


Investment Income -


Total Revenue 6,550,276.99 4,020,450.00 10,570,726.99

EXPENSESHuman Resources 3,803,355.84 1,354,000.00 5,157,355.84 Operating 1,035,790.29 386,600.00 1,422,390.29 Operating Maintenance 250,344.68 119,200.00 369,544.68 Utilities 607,229.46 420,100.00 1,027,329.46 Taxes and Land Leases - -

Administration 418,007.45 285,470.00 703,477.45 Health -

Charitable Costs -

Total Expenses 6,114,727.71 2,565,370.00 8,680,097.71

435,549.28 1,455,080.00 1,890,629.28

OTHER EXPENSESInterest costs 57,590.00 57,590.00 Other - Principal on Mortgage 126,910.00 798,700.00 925,610.00

Amortization -

Cash Held for Reserves 163,010.00 163,010.00

Net Excess (Deficiency) 251,049.28 493,370.00 744,419.28

450010


400000410000420000

430050430060

Combined

460010

540000

450030470000475000480000

550000520000530000510000500000560000580000


590000591000

592000650000


Community




Grants


Operational Funding




Total Revenue 407,000.00 3,240,567.00 1,954,700.00 5,602,267.00


Charitable Costs -

Total Expenses 938,877.00 3,240,567.00 2,339,756.00 6,519,200.00

(531,877.00) - (385,056.00) (916,933.00)


Other

Amortization




590000591000

592000650000

540000

450030470000475000480000

550000520000530000510000500000560000580000

450010


400000410000420000

430050430060

Combined

460010


Total Requests $1,467,500

Date:

MB Name Units Project Name HIS Building Address Project Number Major Expense Category Detailed Expense Description Year Requested Funding

GRANDE SPIRIT FOUNDATION 30 AURORA COURT 10013 - 96 STREET 1239-2755-0004 Building-Exterior and Interior Cabinet Upgrades (4) 1 $24,000 GRANDE SPIRIT FOUNDATION 30 AURORA COURT 10013 - 96 STREET 1239-2755-0004 Building-Exterior and Interior Cabinet Upgrades (3) 2 $18,000 GRANDE SPIRIT FOUNDATION 30 AURORA COURT 10013 - 96 STREET 1239-2755-0004 Building-Exterior and Interior Cabinet Upgrades (3) 3 $18,000 GRANDE SPIRIT FOUNDATION 30 AURORA COURT 10013 - 96 STREET 1239-2755-0004 Building Envelope Insulate Attic space 1 $8,000

GRANDE SPIRIT FOUNDATION 30 AURORA COURT 10013 - 96 STREET 1239-2755-0004 Building Envelope Exterior Doors 2 $14,000

GRANDE SPIRIT FOUNDATION 30 AURORA COURT 10013 - 96 STREET 1239-2755-0004 Roofing Partial Repair 1 $20,000

GRANDE SPIRIT FOUNDATION 30 AURORA COURT 10013 - 96 STREET 1239-2755-0004 Heating, Ventilation and Plumbing A/C Common areas 2 $20,000

GRANDE SPIRIT FOUNDATION 30 AURORA COURT 10013 - 96 STREET 1239-2755-0004 Building-Exterior and Interior Fire Alarm upgrade 2 $65,000

GRANDE SPIRIT FOUNDATION 21 JAMES MANOR 10102 - 103 AVENUE 1239-2755-2035 Building Envelope Exterior Doors 2 $15,000

GRANDE SPIRIT FOUNDATION 21 JAMES MANOR 10102 - 103 AVENUE 1239-2755-2035 Building-Exterior and Interior Cabinet Upgrades (3) 3 $15,000 GRANDE SPIRIT FOUNDATION 21 JAMES MANOR 10102 - 103 AVENUE 1239-2755-2035 Heating, Ventilation and Plumbing Replace Sewer lines 1 $20,000

GRANDE SPIRIT FOUNDATION 21 JAMES MANOR 10102 - 103 AVENUE 1239-2755-2035 Building Envelope Replace Siding 2 $22,000

GRANDE SPIRIT FOUNDATION 21 JAMES MANOR 10102 - 103 AVENUE 1239-2755-2035 Building-Exterior and Interior Remove window boxes and repair siding 2 $8,000

GRANDE SPIRIT FOUNDATION 71 DIEPPE MANOR 9428 - 121 AVENUE 1239-2755-2080 Heating, Ventilation and Plumbing Replace Sewer lines 1 $22,500

GRANDE SPIRIT FOUNDATION 71 DIEPPE MANOR 9428 - 121 AVENUE 1239-2755-2080 Heating, Ventilation and Plumbing Replace sprinkler pipe 1 $275,000

GRANDE SPIRIT FOUNDATION 71 DIEPPE MANOR 9428 - 121 AVENUE 1239-2755-2080 Building-Exterior and Interior Canopy over exit 2 $8,500

GRANDE SPIRIT FOUNDATION 71 DIEPPE MANOR 9428 - 121 AVENUE 1239-2755-2080 Building-Exterior and Interior Common area/Office Flooring 1 $15,000

GRANDE SPIRIT FOUNDATION 71 DIEPPE MANOR 9428 - 121 AVENUE 1239-2755-2080 Building-Exterior and Interior Electrical for Parking Lot Expansion 1 $15,000

GRANDE SPIRIT FOUNDATION 71 DIEPPE MANOR 9428 - 121 AVENUE 1239-2755-2080 Heating, Ventilation and Plumbing Laundry Room Upgrade 3 $35,000

GRANDE SPIRIT FOUNDATION 9 AMISK COURT 1026 - 4 AVENUE 1202-2755-0001 Ground Maintenance and Materials Sidewalk Repairs 1 $50,000

GRANDE SPIRIT FOUNDATION 9 AMISK COURT 1026 - 4 AVENUE 1202-2755-0001 Ground Maintenance and Materials Resurface Parking Lot 2 $21,000

GRANDE SPIRIT FOUNDATION 9 AMISK COURT 1026 - 4 AVENUE 1202-2755-0001 Building Envelope Window Upgrade 3 $15,000

GRANDE SPIRIT FOUNDATION 9 AMISK COURT 1026 - 4 AVENUE 1202-2755-0001 Roofing Replace Shingles 1 $18,000

GRANDE SPIRIT FOUNDATION 9 AMISK COURT 1026 - 4 AVENUE 1202-2755-0001 Building-Exterior and Interior Common area Flooring 2 $18,000

GRANDE SPIRIT FOUNDATION 9 AMISK COURT 1026 - 4 AVENUE 1202-2755-0001 Heating, Ventilation and Plumbing Water Line Replacement 1 $17,500

GRANDE SPIRIT FOUNDATION 9 AMISK COURT 1026 - 4 AVENUE 1202-2755-0001 Building Envelope Window Upgrade 2 $15,000

GRANDE SPIRIT FOUNDATION 6 SUNSET HOMES 9707 - 97 AVENUE 1276-2755-2053 Ground Maintenance and Materials Sidewalk Repairs 2 $20,000

GRANDE SPIRIT FOUNDATION 6 SUNSET HOMES 9707 - 97 AVENUE 1276-2755-2053 Ground Maintenance and Materials Concrete Ramp and Pads 1 $25,000

GRANDE SPIRIT FOUNDATION 6 SUNSET HOMES 9707 - 97 AVENUE 1276-2755-2053 Building-Exterior and Interior Exterior Front Doors (11) 2 $15,400 GRANDE SPIRIT FOUNDATION 6 SUNSET HOMES 9707 - 97 AVENUE 1276-2755-2053 Ground Maintenance and Materials Stain Decks and Window frames 2 $15,000

GRANDE SPIRIT FOUNDATION 4 SUNSHINE PLAZA 9902 - 97 AVENUE 1258-2755-2203 Ground Maintenance and Materials Curbs and Parking 2 $20,000

GRANDE SPIRIT FOUNDATION 4 SUNSHINE PLAZA 9902 - 97 AVENUE 1258-2755-2203 Building-Exterior and Interior Intercom System 2 $10,000

GRANDE SPIRIT FOUNDATION 8 ROSE HAVEN/DR. LAW MANOR 5228 - 44 AVENUE 1278-2755-2051 Building-Exterior and Interior Cabinet Upgrades (4) 1 $20,000 GRANDE SPIRIT FOUNDATION 8 ROSE HAVEN/DR. LAW MANOR 5228 - 44 AVENUE 1278-2755-2051 Building-Exterior and Interior Cabinet Upgrades (4) 2 $20,000 GRANDE SPIRIT FOUNDATION 8 ROSE HAVEN/DR. LAW MANOR 5228 - 44 AVENUE 1278-2755-2051 Building-Exterior and Interior Cabinet Upgrades (4) 3 $20,000 GRANDE SPIRIT FOUNDATION 8 ROSE HAVEN/DR. LAW MANOR 5228 - 44 AVENUE 1278-2755-2051 Building-Exterior and Interior Suite Upgrade (2) 3 $16,000 GRANDE SPIRIT FOUNDATION 8 POPLAR RIDGE APARTMENTS 1284-2755-2052 Building Envelope Exterior Doors (8) 2 $21,000 GRANDE SPIRIT FOUNDATION 8 POPLAR RIDGE APARTMENTS 1284-2755-2052 Building-Exterior and Interior Cabinet Upgrades 3 $30,000

GRANDE SPIRIT FOUNDATION 8 POPLAR RIDGE APARTMENTS 1284-2755-2052 Building-Exterior and Interior Suite Upgrade 3 $8,000

GRANDE SPIRIT FOUNDATION 4 POTTER VILLA 4634 - 49 STREET 1274-2755-2233 Building Envelope Exterior Doors (8) 2 $21,000 GRANDE SPIRIT FOUNDATION 4 POTTER VILLA 4634 - 49 STREET 1274-2755-2233 Roofing Replace Shingles 3 $25,000

Appendix E: Capital Plan

12-Nov-14


GRANDE SPIRIT FOUNDATION 4 POTTER VILLA 4634 - 49 STREET 1274-2755-2233 Building-Exterior and Interior Suite Upgrade 3 $8,000

GRANDE SPIRIT FOUNDATION 4 SUMMERSET MANOR 4909 - 52 AVENUE 1219-2755-2056 Building Envelope Exterior Doors (8) 2 $21,000 GRANDE SPIRIT FOUNDATION 4 SUMMERSET MANOR 4909 - 52 AVENUE 1219-2755-2056 Building-Exterior and Interior Cabinet Upgrades 3 $30,000

GRANDE SPIRIT FOUNDATION 4 SUMMERSET MANOR 4909 - 52 AVENUE 1219-2755-2056 Building-Exterior and Interior Suite Upgrade 3 $8,000

GRANDE SPIRIT FOUNDATION 4 DEBOLT MANORS 1 STREET EAST 1209-2755-2202 Ground Maintenance and Materials Replace Fencing 1 $14,000

GRANDE SPIRIT FOUNDATION 1 BEZANSON COTTAGES 1223-2755-2332 Building-Exterior and Interior Skirting and concrete work 2 $32,000

GRANDE SPIRIT FOUNDATION 1 GRANDE PRAIRIE PROVINCIAL FAMILY HOUSING 9309 - 67 AVENUE 1239-2731-2213 Building-Exterior and Interior Flooring Upgrade 1 $25,000

GRANDE SPIRIT FOUNDATION 1 GRANDE PRAIRIE PROVINCIAL FAMILY HOUSING 9309 - 67 AVENUE 1239-2731-2213 Heating, Ventilation and Plumbing Furnace Replacements (3) 1 $15,000 GRANDE SPIRIT FOUNDATION 1 GRANDE PRAIRIE PROVINCIAL FAMILY HOUSING 9309 - 67 AVENUE 1239-2731-2213 Building Envelope Doors and window upgrade 3 $25,000

GRANDE SPIRIT FOUNDATION 1 GRANDE PRAIRIE PROVINCIAL FAMILY HOUSING 9309 - 67 AVENUE 1239-2731-2213 Ground Maintenance and Materials Landscaping 2 $12,000

GRANDE SPIRIT FOUNDATION 1 GRANDE PRAIRIE PROVINCIAL FAMILY HOUSING 9309 - 67 AVENUE 1239-2731-2213 Building Envelope Windows 1 $14,600

GRANDE SPIRIT FOUNDATION 1 FAMILY BEAVERLODGE 9744 - 94 AVENUE 1289-2722-2987 Ground Maintenance and Materials Landscaping 1 $10,000

GRANDE SPIRIT FOUNDATION 1 FAMILY BEAVERLODGE 9744 - 94 AVENUE 1289-2722-2987 Building-Exterior and Interior Flooring Upgrade 1 $8,000

GRANDE SPIRIT FOUNDATION 1 FAMILY BEAVERLODGE 9744 - 94 AVENUE 1289-2722-2987 Building-Exterior and Interior 1 Turnover 1 $15,000

GRANDE SPIRIT FOUNDATION 1 FAMILY BEAVERLODGE 9744 - 94 AVENUE 1289-2722-2987 Building Envelope Windows for 6 units 2 $40,000

GRANDE SPIRIT FOUNDATION 1 FAMILY BEAVERLODGE 9744 - 94 AVENUE 1289-2722-2987 Roofing Roof 26-09 2 $8,000

GRANDE SPIRIT FOUNDATION 1 FAMILY SEXSMITH/CLAIRMONT 9302 - 100 AVENUE 1214-2722-3108 Ground Maintenance and Materials Sidewalk Repairs 1 $12,500

GRANDE SPIRIT FOUNDATION 1 FAMILY SEXSMITH/CLAIRMONT 9302 - 100 AVENUE 1214-2722-3108 Ground Maintenance and Materials Fencing 2 $12,000

GRANDE SPIRIT FOUNDATION 1 FAMILY SEXSMITH/CLAIRMONT 9302 - 100 AVENUE 1214-2722-3108 Building Envelope Window Upgrade 3 $12,000

GRANDE SPIRIT FOUNDATION 1 FAMILY SEXSMITH/CLAIRMONT 9302 - 100 AVENUE 1214-2722-3108 Building-Exterior and Interior 1 Turnover 2 $15,000

GRANDE SPIRIT FOUNDATION 1 GRANDE PRAIRIE PROVINCIAL FAMILY HOUSING 9309 - 67 AVENUE 1239-2731-2213 Building Envelope Doors and window upgrade 1 $25,000

GRANDE SPIRIT FOUNDATION 1 GRANDE PRAIRIE PROVINCIAL FAMILY HOUSING 9309 - 67 AVENUE 1239-2731-2213 Heating, Ventilation and Plumbing Furnace Replacements (3) 2 $15,000 GRANDE SPIRIT FOUNDATION 1 GRANDE PRAIRIE PROVINCIAL FAMILY HOUSING 9309 - 67 AVENUE 1239-2731-2213 Heating, Ventilation and Plumbing Hot Water Tank (5) 2 $6,500 GRANDE SPIRIT FOUNDATION 1 FAMILY RYCROFT/SPIRIT RIVER 43 MCALPINE CRESCENT 1278-2722-2288 Building Envelope Windows 2 $5,000


List of Attachments:

Attachment #1: 2013 Need and Demand Analysis

Attachment #2: GSF 2014-2017 Strategic Plan

Attachment #3: 2014 Core Need Income Threshold

Attachment #4: 2014 CMHC Spring Rental Market Report

Attachment #5: GSF November 2014 Portfolio Report

Attachment #6: GSF Long-Term Real Estate Strategy Report

Attachment #7: CMHC Project Viability Assessment

Attachment #8: New Seniors Facility Conceptual Plans

BusinessPlan2015-2018

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Transcript of BusinessPlan2015-2018