Morale and Welfare Presentation to CFSTG - Borden

CANADIAN FORCES NON-PUBLIC PROPERTY BIENS NON PUBLICS DES FORCES CANADIENNES

Morale and Welfare

Presentation to CFSTG - Borden

Commodore Mark B. Watson3 December 2012

CANADIAN FORCES NON-PUBLIC PROPERTYBIENS NON PUBLICS DES FORCES CANADIENNES 2

CFPFSS =

MORALE AND WELFARE


Agenda

• Introduction• Organization & Background• Vision, Priorities, and Strategy• Programs, Services, and Activities• Recent Initiatives


MilitaryFamily Services

Program

Quality of Life

(DQoL-MFS)

Pers Fin Svcs(Pres SISIP

Financial Services)

Organizational View

Retail Svcs(Pres CANEX/

NATEX)

Casualty SupportManagement

(DCSM)

ChiefMilitary

Personnel

NPP Fin (CFO)

NPF HR (VP HR)

NPP IM/IT(CIO)

Non-PublicPublic

Staff of NPF

CEONPF

Chief of theDefence Staff

ManagingDirector

NPPDGPFSS

s)Pers Support Prog

(C PSP)

ASD

Coordination

M&W

in

& Family Services

Alternate Service Delivery: Public Funding

Delivered ThroughNon-Public Property


The Morale & Welfare Team

• Approximately 5600 “Staff of the Non-Public Funds, Canadian Forces”– Number Varies Due to Casual Employment,

esp. in Summer– 2125 Full Time, 1066 Part Time, 2395 Casual

• 253 Canadian Forces Members• 153 National Defence Public Servants• 375 at MFRCs (Locally Employed)• Plus Many, Many Volunteers


Staff Demographics

80.3%

19.5%

0.2%

CAT I CAT II CAT III

• Gender 62.5% Females / 37.5% Males

• Multigenerational Workplace–Average Age : 38 years–Employees Under 18: 5.6%–Youngest Employee: 12 years (Paper Boy)–Employees Over 66: 2.2%–Oldest Employee: 82 years (Golf Course)

• Employee Retention- Average Years of Service: 6 years- Longest Serving employee: 40 years

41.9%

39.5%

18.6%

CASUAL FULL-TIMEPART-TIME

Status

Category


Staff Complexities

• Unionized Employees: 27.1%

• Dynamic Military Affiliation: 40%Serving, Retired, Family

• Diverse Range of Occupations Financial Planner ↔ Barn Supervisor Clerk/Cashier ↔ Meat Wrapper

• Distributed at >70 locations in Canada, US, Europe & Deployed Operations

• T4 /Relevé Generated in 2011: 8,289 T4s: 7,134 / Relevé 1: 1,155


Scale of Operations

Total $713M (19.5% Public / 80.5 % Non-Public)

Public Funds

SISIP FinancialServices ($280M)

CANEX Retail($52M)

Messes ($24M)

Base / Wing / Reserve UnitFunds ($77M)

C108 ($25M)C109 ($88M)

Central Fund($124M)

Assistance FundCFPAF ($17M)

DCSM ($26M)

NPP Net Worth / Publicly Funded Expenditures FY2011-12

}

CANEX 2011-12Revenues: $135M

SISIP FS 2011-12Revenues: $77M


NPP Governance

• Full Governance Assigned to CDS• Authorities Delegated to DGPFSS as

Managing Director of NPP• NPP Board Serves as an Advisory Board:

– Provides Stakeholder Input to CDS– Strategic Plans, Policies and Direction– NPP Investments– Approval of Audited Financial Statements

• NPP Board and AFC Engagement is Key– NPP is a “Chain of Command” Responsibility


Canadian Forces Central Fund

Sources of Revenue

• Investment Revenue – $130M Under Management– Subject to Market Volatility– Some Years > $4.8M– Other Years Negative

• CFCF Loan Interest– Rate Fixed at 4% Even

When Bank Rates Are 7%-8%• Proceeds from Base Closures

– Largest Proceeds from European Base Closures (90s) and KAF• Fees

– Administration Fees Paid by Customers to CANEX Credit Plan• Donations

– Historic, Prior to Creation of Support Our Troops Funds

4,8241,126

696

1,042

CFCF REVENUEFY 31 Mar 2012

Investment Loan Interest Mission Closure Fees


Canadian Forces Central Fund

Distributions

• CFCF Loans– Financing Local Capital Projects

• Consolidated Bank Account Interest Payments

• Subsidies to National Shared Services– HR, Accounting and IM/IT– Costs Not Reimbursable by

Public or B/W/U Funds– Increased by $1.5M with New Deal

• Grants to Base/Wing Funds• Any Other Purpose Approved by CDS

3,288

996

2,124

5,992

CFCF EXPENDITURESFY 31 Mar 2012

CBA Int. Dist. CFCF Mgmgt Programs Support Svcs

Additional B/W/U Contributions: CANEX ($3M) &SISIP FS ($3.2M)


Vision & Priorities


Make CFPFSS one of the strongest military Morale and Welfare organizations in the Western world by providing programs that provide widest possible benefits to the greatest number of serving and former service personnel and their families:

One Community, One Million Strong

My Vision


• Empowerment / Responsiveness– Increased Local Authority / Delegations– Increased Consultation with B/W Commanders– Greater Autonomy Over Local, (Legal) Morale & Welfare Initiatives

• Branding– NPP Education, Training, and Certification Courses to Improve

Governance and Knowledge Throughout the Chain of Command– More Holistic and Coherent Marketing and Communication Strategy

to Increase CF-wide Awareness of the Breadth of Available Programs and Services

– Name and Logo Change – Increased Understanding of Military Life and Heritage Within Staff of

the Non-Public Funds, Canadian Forces

Priorities


• Synergy– Organizational Review– Continued Development and Integration of DMFS, DQOL and

Dependent Education Management– Leverage Technology for Greater Effect, Cost Benefit and

Immediacy of Impact

Priorities


Programs and Services


Programs & Services Video


PSP

Operations at Bases / Wings• 36 PSP Managers • 3,650+ PSP Staff• 1,200+ Full Time Staff

Deployment Support• 12 Years (2000-2012)• 1,600 PSP MW Staff Deployed Abroad• 32 Rotations Served in Bosnia, Afghanistan, Haiti,

Ships

Messes• 100 Regular Force


PSPSports• 20,000 Intersection Sport Competitors• 91 Regional Competitions – 3,500+ Competitors• 18 National Competitions – 1,800 Competitors• 14 CF CISM Teams • 210 Individual CISM Athletes• 115 CF Athletic Trainers

Recreation• 400,000 Annual Registrations in Recreation Programs • 42,000 Recreation Memberships• 700 Different Types of Recreation Programs• 325 DND Facilities Involved• 100 Special Events - 60,000 in Attendance• 33 Community Gateway Web Sites - 20,000 Hits

Monthly• 17 CF Newspapers - 80,000 Circulation• 14 CF Golf Clubs


SISIP Financial Services

• 141,042 Lives Insured under Term Life Insurance Plan– with $27.8B in Coverage– $38.5M Paid to Beneficiaries

• 100,850 CF Personnel Protected with Long Term Disability• $71.2M Support Paid under Vocational Rehabilitation Program• 6,805 Financial Planning Clients

– with $187.4M Invested• 3,845 CF GroupRSP Clients

– with $128M Invested• 6,498 CF Members Educated on Personal Money Management• 9,090 Financial Counselling Appointments Held

2011 Results


SISIP Financial Services

• $2,720,650 Morale and Welfare• $362,350 Other NPP activities• $100,000 Volunteers Recognition Program

• 72 Vocational Rehabilitation Program Briefings– 2,643 Participants

• 209 Canadian Forces Severance Pay Briefings– 17,579 Participants

2011 Contributions - $3,192,500

2012 Highlights


CANEX / NATEX

A Unit of the Canadian Forces• Mission: Ensure the Availability of Competitively Priced Goods

and Services to Satisfy Customers and Generate revenue

Programs:• The Personal Home & Auto

Insurance

• No Interest Credit Plan

• Home Heating Oil Rebate Program

• Club XTra Loyalty Program

National Partnerships• Tim Horton’s

• Aramark (Food Services)

• Subway

• OK Tire

• Best Vendors (Vending)


CANEX / NATEX

Scale of Operations• 46 CANEX/NATEX Outlets• 183 CANEX Concessions• 750 CANEX/NATEX Employees• 4.4 Million Average Annual Transactions

Sales and Contributions• $140M Average Annual Sales• $4M+ Average Annual Morale & Welfare Contributions

– $3.2M CANEX Average– $975K NATEX Average


CANEX / NATEX

Online offering • What You Need (WYN): Primarily Targeting Deployed

Members • Support our Troops (SOT): Clothing and Accessories • Jewellery (Bellecour)• Flowers (Pinkerton)


Military Family Services

Enabling a mission-ready Force by addressing the challenges faced

by CF members and their families that result from military service.

Military Family Support • 3 Access Points:

- 43 Military Family Resource Centres (MFRCs) - Family Information Line, 1-800-866-4546 - www.familyforce.ca

• MFSP Policy Development, Resilience andEngagement

Dependent Education • Compensation and Benefit Programs for Families • DND Dependent Schools Overseas Education Programs• Departmental Foreign Service Education and Military Education

Allowances/Entitlements

http://www.familyforce.ca/


DCSM / JPSU

JPSU MissionThrough an integrated and individual-centric service delivery model, to ensure the coordination and facilitation of standardized, high quality, consistent personal and administrative support during all phases of recovery, rehabilitation, and reintegration on return to service or transition following release, for all injured and ill Canadian Forces personnel and former personnel, their families and the families of the deceased

Peer Support• Operational Stress Injury Social Support (OSISS)• Joint Speaker’s Bureau• Soldier On• Injured Soldier Network• Helping Others by Providing Empathy (HOPE)


DCSM / JPSU

Transition• Return to Work• CF Transition Program• Transition for Ill and InjuredAdministrative Support• Liaison with Service Partners• Client ServicesAnd More…• Policy Drafting and Validation• National Military Cemetery


Posted

Supported(not posted)

Personnel Currently being Tracked by JPSU

Posted to JPSU 1,710Supported by JPSU (but not posted)

3,032

Total 4,742

DCSM / JPSU


Support Our Troops Funds Video


Internal Support FundsSupport Our Troops Fund is an Umbrella

– Military Families Fund - Linked to Conditions of Service• $4M Dispersed to >1,000 Members/Families

– Soldier On Fund - Contributes to a Healthy, Active Lifestyle• $1.1M Dispersed to 350 Members/Families • Funded a Wide Range of Programs

– Hospital Comforts Fund - Basic Amenities for Hospitalized Members• $85K Dispersed Annually to >300 Members

– Op Santa Claus - Gift for Deployed Members over Holidays• Gifts Delivered to 1,600 Members

Total Pledged to SOT Funds Since 2006: $11M- Personal Contributions to SOT Fund:

• Six Year Old Boy: 84 cents• Couple from Toronto: $50K


Internal Support Funds

Canadian Forces Personnel Assistance Fund – Minor Disbursement Program

– $36K to 230 Members – Education Assistance Loan Program

– $2.2M to 570 Members – Self Improvement Loan Program

– $9M to 2,750 Members – Financial Distress Program

– $900K to 150 Members


Recent Initiatives


PSP – DFIT.CA

Fitness Training• Launched 11 Oct 2012• Over 10 600 CF

Personnel Registeredin 4 Weeks

• Already Over 33,000Visits

• 500,000 Page Views


DFIT.CA

• Allows User to Generate RunningRegimen, TrainingRegimen or ViewTraining Calendar

• Create PersonalizedTraining Regimens

• Training ProgramsFocus on Fitness Required for Operations


DFIT.CA

• Fitness AlgorithmDeveloped by DFIT

• Physical, Functionaland OperationalWorkouts

• General = TypicalCF Personnel

• Functional = More Complex and Complete Movements

• Operational = Tasks that Simulate CF Tasks


DFIT.CA

• Warm Ups Can Be Expanded

• Videos Viewed orChanged Basedon Access toEquipment

• Different LevelsCan Be Selected toAdjust Exercise Difficulty Level


PSP – Project FORCE

• Defining a NewGeneration ofFitness Testing

• Phase One: Capture Real World Operational Data– 20 Years of Operations– Survey and Interview Hundreds of CF Personnel– Consulted Canada Command & CEFCOM – Identified 13 Common Tasks

http://www.army.forces.gc.ca/land-terre/news-nouvelles/story-reportage-eng.asp?id=5848


Project FORCE

• Phase Two: Align Tasks with Real Operational Scenarios– Measured Physical and Physiological Demands on

CF Personnel– Through Combination and Elimination Established 6

Key Common and Physically Demanding Tasks• Phase Three: Validation

– Predictive Test Batteries Applied to CF Population– Set New Standards– Assess Adverse Impacts & Rectify– AFC to Be Briefed on Dec 5th 2012


PHASE 1Job Analysis

(What is the job?)

LITERATURE REVIEW

POST MISSION SURVEYS

POST MISSION INTERVIEWS

MISSION PLANNING FOCUS GROUPS

13 Common, essential tasks Jan 2011 AFC

PHASE 2Physiological Measurements

(What are the demands?)

TASK SPECIFIC FOCUS GROUPS

PHYSIOLOGICAL MEASUREMENTS (lab)

PHYSIOLOGICAL MEASUREMENTS (Field)

REFINEMENT OF TASK LIST & DEMANDS

6 CF Common & physically demanding Tasks

Apr 2012 AFC

SET-UP OF PMT

PHASE 3Test & Standards development

(How should we test them?)

PILOT STUDY (lab)

FIELD DATA COLLECTION (7 locations)

DATA ANALYSES

FINAL TEST BATTERY OPTIONS

Options for new CF Physical Fitness Evaluation

Dec 2012 AFC

DETERMINATION OF STANDARDS

ADVERSE IMPACT ANALYSES

Project FORCE


Project FORCE Tests

1. Sand Bag Lift std: 3 min 30 s30 consecutive lifts of a 20 kg sand bag to a height of 91 cm, alternating between left and right sand bags separated by 1.25 m.

2. Loaded Shuttles std: 5 min 21 sComplete ten 20 m shuttles alternating between a loaded shuttle with a 20 kg sand bag and unloaded shuttles, for a total of 400 m.

3. 20m Rushes std: 51 sStarting from prone, complete two 20 m shuttles sprints dropping to a prone position every 10m, for a total of 80m.

4. Sand Bag Pull std: completeCarry one 20 kg sandbag and pull four on the floor over 20m without stopping.

Pros• Looks / Feels Like the Job• Minimal Equipment

(Sand Bags)• Objective Testing• Equal Total Physical Work

for All • Functional Movements

Cons• New Training Requirement

for Assessors


CANEX / NATEX

Initiatives• E-Retailing

• Developing an Online E-Retailing Strategy to Augment Existing Store Operations

• Elite Line of Clothing and Accoutrement• Developing a Consolidated and Centralized Retail Offering

In-store and Online of Canadian Forces Memorabilia, Clothing and Accoutrements.

• Infrastructure Modernization


DQOL-MFS Initiatives

• Reduce management overhead/increase funding to the field– More than $500K Recurring Reduction from Budget Allocation– 25% Funding Increase to the Field Over Past 5 Years

• Access to Non-Emergency Military Family Health Care – 10 of 13 Provinces / Territories Have Dropped 90 Day Wait for Access to

Health Insurance– Op Family Doc Ottawa – 80+ Families / Military Retirees Matched with

Family Physicians to Date– Family Medicine Forum 2011 – 29 Doctors Agreed to Take Military

Families• Military Family Mental Health

– 33 Family Liaison Officers; 4084 Families Served in 2011-12– “The Minds The Matter” Self-Help Videos; Six Episodes Created– Studying Feasibility of Telemedicine in Petawawa


• Military Family Special Needs– 8% Self Reporting Special Needs

• CF Living Accommodation– AFC and DSX Endorsed Requirement for Just Under 12,000 Military

Houses Across Canada– Studying Options for Service Delivery

• Deployment Support– Option Development on How Best to Ensure all Deploying Members and

their Families Receive the Support they Require• Continuity of Education and Employment for Military Families

– Studying Feasibility of Overseas School with Innovative Delivery Methods



• Mentor to the National Military Family Council– 9 Specific Recommendations Made to AFC

• Stakeholder Engagement– Vanier Institute of the Family Committed to a 5 Year Military Families in

Canada Initiative



Associate DG - NPP Outreach

• SOT Programs / Funds Attracting Significant Contributions from Canadians– Individual Donations of Dollars and Products / Services– Proceeds from Third Party Events– Contributions from Events / Campaigns Held by Charitable

Organizations • e.g.: True Patriot Love, Canada Company and Wounded Warrior

• As number and complexity of events increases – There are Greater Demands for DND/CF Support– There is Little Adherence to Policy Provisions and– There are Diminishing Efforts to Align with CF Priorities

• Some External Organizations Competing with Internal NPP “Charities”


Associate DG - Sponsorship

• Opportunity to Increase Sponsorship of NPP Programs, Activities and Events, at National and Local Levels– Policy is Being Rewritten

• This Policy Would See:– Sponsorship of NPP Programs, Events and Activities, at Base/Wing/Unit

Levels to be Approved, Annually, in Advance – Enhanced Oversight of the Use of Sponsorship for Major Events /

Activities that Are ‘Not Public’ – Army Run, Air Force Run– Improved Visibility and Facilitation of Sponsors Being Targeted and

Sponsorship Arrangements Being Concluded – MFRCs Being Subjected to the Policy Provisions– B/W Commanders to be Held Accountable for NPP Sponsorship

Activities, with Assistance of PSP Managers– New Policy to be Introduced for FY 13/14


CF Appreciation Program

• Program launched in Jun 2011• Official CF Discount Program • Builds and Expands on Earlier CANEX

Discount Program • Discounts in Eight Distinct Categories• International, National & Local Partners • Almost 1,000 Industry Partners • Working with American Counterparts to Include Discounts on Popular

US Vacation Destinations – Universal Studios, Busch Gardens• Have Issued 30,000 Membership Cards to Date• e-Boutique with Tickets to Water Park and Cineplex• Two New Features Coming:

– On-line Registration– Secure Web Login to Allow Special Discounts Solely Available to CF Community


CF R&R Club

• Component of CF AppreciationProgram

• Linked to US Armed ForcesVacation Club

• Provide Access to Accommodations – More than 4,000 Resorts, Apartments, Condos and Homes– Destinations in More than 100 Countries

• Offers the Opportunity to Enjoy Vacations at Popular Destinations Around the World– Starting at Just $369 USD per Unit, per Week


Associate DG - CFOne Card

Two Objectives• Provide Confirmation that an Individual is a Member of the

“One Community - One Million Strong”• Provide Access to Programs, Services, and Facilities

Multi-Phased Approach• Spring 2013 – CF Appreciation Program, CANEX Loyalty

Program, Military Family ID• Fall 2013 – Base, Wing, Unit Recreation Membership • Spring 2014 – Messes, Clubs and Activities


Enhanced Web Site

• More than 6000 Pages ofContent Refreshed andPorted to New Platform

• More Visually-Oriented Presentation; Less Clutter

• Functional Search Engine• Navigation by Service

Rather than by Organizational Structure

• Enhanced Support for Multi-Media Contentwww.CFPSA.com

CANADIAN FORCES NON-PUBLIC PROPERTYBIENS NON PUBLICS DES FORCES CANADIENNES

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