Annual Report 2015–2016
The Community Living Project (CLP)’s Mission is to provide a quality service in the southern region which enables people who have intellectual and/or multiple disabilities to achieve a purposeful and valued community life through assisting people to have: home; relationships; valued roles; competencies; community participation and inclusion.
Contents Chairperson’s and Executive Officer’s Report
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Transitioning to NDIS
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Supported Living Circles Initiative Micro Enterprise Project (MEP)
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Treasurer’s Report
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Financial Statements Extract
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CLP Trust Report
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Auditor’s Report
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Acknowledgements
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Front cover: Ben Wishart, homeowner.
Chairperson’s and Executive Officer’s Report These include supporting families through the NDIS transition, trialling new services to build our future sustainability, and developing a model of family leadership to inspire, connect and support families. The Board identified, and has resourced from CLP reserves, four ‘safe to fail’ trials in the coming year to actively test options for the future, which are to: Heraclitus, the pre-Socractic Greek philosopher, said that “Change is the only constant in life” to highlight the need to constantly plan and be ready for change in every aspect of our lives. In a turbulent world facing global unrest, change and political turmoil, it becomes even more important to hold on to those elements of our lives that offer us a sense of equilibrium and reassurance. It is our home, relationships, passions and roles in community that provide each of us with our sense of belonging and purpose. Building on and strengthening these critical aspects within the lives of vulnerable people remains the central goal of our efforts in partnering with families. In an environment of fundamental system change, and associated uncertainty, it is our aim to help families and the people we support to navigate and move forward confidently to secure the best life possible. Much of the work that has consumed our focus this year has been in preparation for the NDIS world. A Board planning session in February, followed by a family meeting, identified the key priorities for the future.
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1. Trial Circles for younger people to assist children with disability build a network of positive relationships beyond the school setting. 2. Work with an interstate ally to trial the Micro Enterprise Project within a full NDIS rollout site for adults. 3. Set up a new CLP support ‘hub’ in another metropolitan region to reach out to new families. 4. Further our work in vision building and planning with families. To lead this work, we were delighted to welcome Sally Strzelecki in June for a period of 12 months in the role of NDIS Transition Manager. Sally comes with extensive senior manager experience in aged and disability services, including in establishing new operational models. Meanwhile, walking alongside the day to day joys and challenges of the people and families we support continues. It has been a privilege to share in the joy and excitement of several families as their son or daughter has finally realised their long held, hard won dream of moving into their own home.
We have continued to share in the excitement of seeing people successfully build their own small business, and celebrated as people step into new roles and friendships. In March, we were deeply saddened by the loss of Paul Coutts, son of Board member Pam and her husband Reg, and twin brother of Louise. Paul has been a large presence in the CLP community for many years through his beaming smile, his achievements as a young adult and the strength of his long standing and deeply held friendships. Our deepest sympathy goes to his family; Paul is greatly missed by many. Changes at government level continue as the transition to full NDIS rollout gathers momentum, and we continue to share new information with families. We are building our resources to support families through the pre planning process and building the skills of staff who will assist families through the transition. We are also continuing to lobby all levels of government as we seek support to maintain the current level of services through the lengthy transition phase, and watching interstate developments with a keen eye on what the NDIS might mean for South Australian families. We continue to share information about our services with other groups and visitors, and have attended and presented at several interstate conferences and seminars. A Family Retreat was held in February, helping families to think in particular about aspects of home and employment under the NDIS.
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We supported Michael Kendrick from the US in running a Deep Quality course in conjunction with JFA in April. We welcomed Rod Davies from WA to share his experience of innovative homeshare models and the NDIS, and Libby Ellis from InCharge in NSW who is partnering with us to trial the MEP interstate. We are working alongside National Disability Services as part of a Community of Practice in High Performing Work Teams, which aims to assist organisations to trial new models of service based on work practices that enable more productive, efficient and sustainable services. A recent staff survey focused on four major drivers: Professionalism, Leadership, Learning Culture and Person Centred practice, as well as staff confidence in managing change and coping with stress. We were extremely pleased that 68 CLP staff participated, which is a 69% response rate. Of particular note was an expressed high level of confidence in how CLP will manage future changes, and a sense that overall the outcomes will be positive for the people and families we serve, with an understandable concern about how their work role will change under the NDIS. Staff indicated strongly that they feel at ease when working, and have a high sense of ownership and pride in their work. They hold a high level of trust in their manager and a confidence that they are being well supported to gain the skills and knowledge required to perform their job.
Annual Report 2015–2016
The respondents agreed that CLP’s service focus is clearly towards the person served and they feel valued and recognised by the organisation. Whilst this survey represents a snapshot of opinions, it has provided a strong indicator that the organisation is well positioned to move confidently into a time of significant change and development. We continue to review and refine our financial processes and have invested in a cloud based IT system that will offer end to end functionality, from entering service plans at one end to paying workers and invoicing the NDIS at the other. We would like to thank the extremely hardworking Admin staff, Fred, Pat, Anne-Marie, Lyn and Carol, for their commitment to supporting families and staff to find their way through the constantly tightening claim and reimbursement processes. We have had another positive year in terms of few injuries at work. This is a credit to all of our staff and the effectiveness of the support provided by our staff in supervisory roles, and particularly Kathryn Knaggs, our Return to Work officer. We have had to make a significant increase in provision for Long Service Leave this year, an indicator of stability in our workforce.
have provided fantastic support in helping plan our strategy for the years ahead, and we thank them all sincerely for their wisdom, insight and energy. We would also like to thank Kath Milne who as a private consultant helped us to think more broadly and creatively about the future. We thank all of our staff at every level for their ongoing contribution; in particular we thank Jayne Barrett, Kathryn Knaggs and Fred Thomas for their leadership. We also sincerely thank our funders, DCSI, DECD for Circles@School, and JFA McLeod Benevolent Fund for the Micro Enterprise Project. CLP believes all people should have the opportunity to pursue a unique lifestyle that is purposeful, relevant and typically intertwined in their community. We will continue to do all we can to help families build opportunities for participation and inclusion. Given this aspiration and focus, CLP will optimistically face the challenges and embrace the opportunities that the NDIS will present over the coming years. Caroline Ellison Chairperson Prue Gorman Executive Officer
Our Board members, Brenda Oakey, Tom Laing, Pam Coutts, Kerrie Ashcroft, Julie Milburn, Joanne Cregan, Anna Hughes and Pierre Rosenberg, along with our Board sub-committees,
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Transitioning to NDIS CLP is embracing the journey of the roll out of the National Disability Insurance Scheme (NDIS). Whilst the transition certainly presents challenges it also brings opportunity for people and families to think about how they want their lives to be, to influence what services will be available in future and to control the services they receive. The NDIS will offer CLP opportunities to explore innovative service models, attract like minded staff, deliver services that really make a difference to the lives of people with disabilities and their families, and trial ways to improve service delivery at every interaction between people, their families and CLP.
CLP is focusing on four major transition stages: Learning: We are learning about the NDIS, how it will be implemented and what we need to do to be ready. We are listening to the people and families we currently support: what is their message to CLP about current and future services? What should CLP stop doing? And what should CLP never stop doing! We are connecting with people and families that may purchase services from CLP in the future, asking them about their needs and how CLP’s vision and service focus could potentially support them. CLP is learning from other providers and asking them what are they doing to prepare their people and organisations – what can we learn from them? Engaging: CLP is committed to ensuring that each person and their family are well prepared for their first NDIA Planning meeting. We have developed a Pre-Planning Workbook, a step by step process that will give people and their families confidence to attend the NDIA planning interview. Staff are currently becoming familiar with the tool and will be introducing it to people and their families in the very near future. We have commenced distributing regular NDIS newsletters. The quarterly publication addresses relevant questions about the new funding model and provides information about where to access further details and support. We are preparing and planning future NDIS information sessions for people and their families. It is also critical that CLP staff understand the changes that the NDIS will
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bring to our services and systems and what it will mean for them. Finally, we are engaging with other service providers and allied services, exploring and considering potential partnerships and network opportunities. Adapting: CLP is learning to articulate what makes our services unique, valued and attractive to ensure that families will want to purchase our future services. We are also exploring what new services CLP could deliver in the future. Our administration systems and processes need to adapt and evolve to deliver efficient and professional services within the NDIS funding model. Like all other providers, we need to look to attract new families and workers to CLP through social media and the internet. Delivering: The most important aspect of transitioning to the NDIS is to ensure that our services truly make a positive difference to the lives of people with disabilities. As we focus on delivering services in the future, we are committed to ensuring our services remain embedded in the CLP mission, values and culture and delivered in line with the NDIS funding model. CLP is exploring the possibility of delivering new services in a new region – whatever the future presents, CLP services will be flexible to meet people’s unique needs and aspirations, and constantly focused on inclusion. I look forward to travelling and sharing the transition journey with the CLP community. Sally Strzelecki NDIS Transition Manager
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Supported Living Change and Continuity This year has been one of change and continuity in Supported Living. As we are gearing up for the NDIS, with all the change that brings, our focus has been, as ever, on continuing to provide support that reflects our values and the deep respect we hold for the people we support and their families and allies. Working closely with Sally Strzelecki, we are reassured that the NDIS goals and outcomes fit well with Supported Living’s emphasis on future building and inclusion. So, while we are busy learning how to use new systems and adapting our planning documents to suit the new model, our core business remains the same. We have also begun to work with a man who currently lives in a cluster home, and has asked us to support him with social inclusion in the local community. Into the NDIS future, we will be asked to work alongside people living in different circumstances who want to be truly included in their communities as individuals. It is exciting times for them, and us. At the same time, we are working on sharing our understanding of funding guidelines introduced by Disability SA with the people we support and their families. Although funding is always a complicated process, our priority is to ensure that people have what they require to meet their needs and follow their dreams.
We have celebrated alongside people as they purchased their own homes, or planned their holidays abroad, or started a new job. We have been working closely with the Disability SA Community Living Program to support people to live independently. To date, we have walked alongside six people as they moved from their family home to a home of their own. To watch as people and their families choose the colours of their cushions, or plan their garden, or invite new neighbours in for coffee, has been a great privilege, and we are grateful for the work our support workers do to support people as they locate and personalise their homes to reflect who they are.
To the people and families we support, we are humbled by your generosity when we make a mistake and delighted when we have opportunities to share in your celebrations. Kathryn Knaggs Supported Living Manager
We have also felt the loss of an extraordinary man in Paul Coutts. His passion for life and patient commitment to gentleness have been powerful lessons for all who knew him and worked with him. We are honoured to have been a small part of his journey. To all who contribute to the continuing work of Supported Living, we say Thank you. I particularly thank our Coordinators, Julie, Bob, Monica and Vanessa, as well as Helen who moved on from this role during the year. To all of our workers, we are grateful for your commitment and resilience.
In a world of change, retreating to our own private sanctuary becomes even more essential to our wellbeing.
Annual Report 2015–2016
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It needed a little work but I loved the location, size and layout. We made an offer and as it was accepted we all celebrated and I felt that I could finally relax having more certainty about my future.
Owning My Own Home Last year I wrote in the Annual Report about moving into my own rented home with a home sharer. I was very happy and starting to think about my future. Unfortunately, the landlord gave me the heads up that they were going to rebuild within the year. I was taken aback. I didn’t really want to move but I took the opportunity to think about how this could work for me. After a lot of thinking and discussions with my family, I decided that I would like to buy my own place. This would mean that I would have stability, control and greater freedom.
We were very careful to weigh up all the pros and cons and think about how and if it would actually work. I had great support from my family, friends, my workers and especially my mum. There were some people close to me that were a little worried about if this would work for me. I appreciated their concern but was determined to make this decision for myself. The process began and it was long and tricky. Finding a place that suited my needs and was within my price range took some time and began to stress me out. It was tricky making my finances available and getting through all of the paperwork and steps involved. Thankfully my mum was able to come and stay with me for a while and we were determined to find a place. Inspection after inspection‌ until we finally came across a downstairs unit that ticked a lot of boxes.
Once I officially owned my unit, work on it began. It was a few weeks of painting, retiling and some other modifications. It was quite hectic once I was able to move in. I had a lot of things and not enough space for it all. With great help from my support team I was able to clear a lot of things out and find a place for everything I needed.
It was tricky making my finances available and getting through all of the paperwork and steps involved. I am constantly thinking about what more I can do with my place. I have a ceiling hoist being installed and I want to look into environmental controls. I am overjoyed with the possibilities that owning my own home brings. I am extremely excited and happy thinking about my future here. Flick Hunt
Clockwise from left: Flick at home; Brenton on his back deck; Michael at IASSIDD.
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A Place to Call Home Years ago, we made the decision that it is very important for Brenton to have his own home in order to have a secure future. After a long search taking several years, we found a lovely block of land in Old Reynella that had everything Brenton needs within easy walking distance. He is now living in a fantastic new home, which he loves and that he helped to design and build. The house is now completed and we are at the fun part, planning the garden. Brenton has just planted a lemon tree in his back yard, and says he will like being able to give
A Dream Come True Hello my name is Michael, Recently I had the opportunity to be part of the 2016 IASSIDD (International Association for the Scientific Study of Intellectual and Developmental Disabilities) World Congress.
lemons to his neighbours, and his friends and family when they visit. Brenton likes talking to his neighbours and when everything is finished, plans to invite them for afternoon tea. Brenton and Trevor Stagg
IASSIDD 15TH WORLD CONGRESS Global Partnerships: Enhancing Reasearch, Policy and Practice Melbourne 15–19 August 2016
I stayed in Melbourne for five nights, during this time I attended the conference at the Melbourne Convention Centre. I really enjoyed the conference, and had the opportunity to ask the speakers some questions on their studies. It has given me the confidence to ask more questions in public. Michael Mooney
Annual Report 2015–2016
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Two phrases he never hesitated to say to me were ‘slow down’ and ’don’t take it so seriously’. Such simple, yet profound, words of wisdom.
Paul Coutts 9 June 1985 – 20 March 2016 This year we celebrate the life of Paul Coutts, a trailblazer in breaking barriers around inclusion. Supported by the clarity of vision of his parents, Paul went to his local playgroup, kindergarten and primary school with his twin sister, and took on the SA government to win the right to attend his local high school. Paul also studied several subjects at University and joined the environmental group. Paul made a lifelong friend through a high school friend, as well as friends at his basketball club and church.
Above: Paul with friends and family. Opposite: Family Retreat participants.
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Paul loved camping holidays with family and friends, was a passionate Crows, cricket and 36ers supporter, and went every January to the Australian Open tennis. Paul lived in his own home, and was in the process of establishing his own small business as an agent for portable ramps for cafés and restaurants. A leader and a friend, Paul leaves us with a legacy and a vision of what is possible. “Paul was one of those amazing people who left his mark on my mind and my heart. I am forced to smile remembering the light that Paul bought to my life, and indeed to all the lives he touched.
As a man I worked with who became my friend, I am saddened that our friendship never got more time to blossom. But I am so grateful that I met such a marvellous person who taught me more than I could ever have wished for. So I must take from Paul his philosophy of life – one that was intentional, thought out and one that he was deeply committed to. Don’t hold grudges. Slow down. Turn the music up (Ok, maybe not the same kind and maybe not so loud!). Don’t take it so seriously. Laugh until it is bursting forth and touching all around you. Enjoy every bite of your food. Go out often. Drink more beer. Don’t let ANYTHING get in your way. Enjoy life. Love deeply.” Mel Jackman
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Circles Initiative It’s been a full and busy year as our Circles work continues to involve us in the lives of 40 people. Each person’s unique circumstances, lifestyles, hopes and dreams, Circle members, family and friends keep the Circle Facilitators full of activity. For some people, moving to their own home has been achieved with the help of their Circle friends, as well as holidays, making plans and enjoying time with friends, sleepovers and other social involvements and celebrations.
We invited our ally Bronia Holyoak from Valued Lives in WA to facilitate, who is actively involved in the NDIS and My Way trials. Bronia’s input and experience with the NDIS, particularly around planning, was invaluable. We will continue to hold regular family discussions as we move ahead, and work closely with families to help them to plan and prepare.
Routine Circle get togethers occur where planning and action around a person’s interests happen. Circle friends have been included in roles like active advocacy, helping with planning and finding a home sharer (who does not have a disability), lobbying for additional funding, finding a job and becoming informed about the NDIS and the implications and opportunities this will bring.
Since 2013, Circles@School has facilitated relationships for students with disabilities who are in mainstream classes in mainstream schools. June 30th was the final date for the three year trial project, when our DECD grant ended. The three months prior were spent negotiating with schools, teaching staff, parents and all the students involved about wrapping up and creating Circles for young people.
Circle Facilitators have focussed on learning together with people about the NDIS and the implications of changes in the way people will receive services. There have been many opportunities to partner with people, family members and Circle friends attending NDIS readiness sessions. Facilitators are building their skills to be able to assist people with personal goal setting required when they will be invited to discuss these in the future with their NDIA planner.
Circles for Young People
We have worked to evolve to the new Circles for young people, which will operate out of school hours addressing the question of ‘what do aged peers (who do not have disability) do outside school hours with their friends?’ In future, families/people will need to have
resources allocated in their NDIS plans to be able to purchase Circles for young people from us. NDIS funding will not be available to continue to offer Circles within the school environment. We continue to be involved with eight young people under CLP time-limited float funding. A process to withdraw our services, for those who are not successful in gaining NDIS resources to purchase Circles, will be necessary, likely by the end of the school year. While we continue in our routine work with adults, we are now introducing young people to our Circles work rather than having a separate project for children. I would like to acknowledge and say a very big thank you for the great skills and efforts of our Circle Facilitators, Katrina, Natasha, Sarah, Kylie and Mary over this past year. Jayne Barrett Circles Initiative Manager
Around 45 people (families and staff) attended our highly successful bi-annual Family Retreat in February. The theme was ‘change and transition’, helping families to think in particular about aspects of home, work and planning for the NDIS.
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This financial year Circles@School has devolved. If a young person’s goal is to develop and maintain friendships outside of school and in community, then families can now purchase a facilitator through their NDIS plan. Families from Circles@School are being supported in the preplanning process in preparation for the NDIS. Sue Smith is one of the parents involved with Circles@ School who is transitioning into Circles Initiative for young people through Isaac’s plan.
Our Journey with Circles@School With my husband Mike, we are parents to Alicia and Isaac. Isaac is 17 years old and is in Year 10 at the same mainstream school he has attended since kindergarten. Isaac lives with Fragile X Syndrome. Our aim is for Isaac to reach his potential while leading a happy and fulfilling life where he is a valued member of society.
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Isaac is known for his keen sense of humour, good memory and likeable character. He is very motivated to ‘do as his peers do’. With the support of his mates on school camps he has abseiled a cliff face in the Flinders Ranges, surfed, sailed and kayaked on Hindmarsh Island, and went adventure caving on Kangaroo Island. Isaac is widely known throughout his school and over the years his humour and good nature have enabled him to maintain some friends or ‘buddies’, but his anxiety and communication difficulties are a huge barrier, and now with the teenage years social inclusion has become even more of a challenge. I joined the Circles@School project in January 2014 as Isaac began Year 8. When we were selecting Isaac’s friends it was decided that we would invite peers from his home group. The selection was easy given the naturally developed support structure that was already in place. Year 8 was a particularly challenging year for him and the support of the group and their actions provided consistent reassurance, friendship and inclusion without judgement.
The Circles@Schools facilitator has been an amazing support as an advocate and advisor. Not only has her role been within the school, but she has also been instrumental in assisting me with planning and organising get togethers outside of school. We have had a number of catch ups now and there is a sense of disappointment from group members if they are unable to attend. In fact, I have had parents tell me that their child has given up a party or other occasion because they want to come to Isaac’s catch up instead. Some of our most enjoyable times have been gatherings at our shack on the River Murray. One of the Circle friends also has a shack nearby so Isaac has the opportunity for many incidental catch ups. The Circle friends are like an extension of our family. Since Isaac has a Circle of friends around him I have felt reassured and more confident that Isaac’s needs are being met and as importantly, that his peers have a support in the facilitator also. On one of the facilitator’s visits, she asked the group what being in the Circle meant for them.
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“We found the presentation helpful and informative, with some key points being: 1. The proposed time frame for roll out. 2. The significant allocation of funds being released. 3. The encouragement of those planning to apply to ‘think big’ in terms of what is possible. 4. Thoroughly formulate and record your goals, both short (2) and long term (1). This is what some said:
Information Link
“I feel like I’m making a difference.”
Stuart Mackenzie (centre) has a very supportive Circle of friends. One of their focuses right now has been to inform themselves about the NDIS.
“Isaac is fun to be with. He makes me laugh.” “I understand more about Isaac.” “I like being part of a group.” With Circles in place I am reassured knowing that Isaac has a strong network of support throughout the school day, and that is a big weight lifted. I too have gained support from this project in many ways, from my parent allies group, the parents of the Circles friends, the project facilitator, and CLP who have provided additional workshop and mentoring opportunities. Right now we are preparing for our NDIS meeting and one of our goals will be for Isaac to develop and maintain friendships. This will continue to be achieved through Circles Initiative. Sue Smith
Annual Report 2015–2016
A big part of what Circles Initiative does is to link families and their key loved one to information that is available. Sam Paior from The Growing Space has been running ‘NDIS Nuts and Bolts’ workshops. Circle facilitators are encouraging the key loved one, family members and allies to attend. Lance Mackenzie (Stuart’s Dad, left) and Bill Nott (Stuart’s brother-in-law, right) attended and were able to report back to Stuart’s Circle the following key points.
5. Realise that the participant has greater discretion as to where funds are used, and which providers are engaged. 6. The new scheme will attract many more providers in the years ahead. 7. There are options in how funds are managed, ranging from self to plan managers. Overall it was good to be exposed to what is proposed, with an understanding that much can and will change as the process unfolds. As Stuart’s brother-in-law, informing myself to what the changes will mean and assisting Stuart to be prepared and to have a good plan is what is important.” Bill Nott
Above left: Isaac and his Circle friends. Above right: (L–R) Lance Mackenzie, Stuart Mackenzie and Bill Nott.
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Micro Enterprise Project (MEP) Preparing for the Future
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MEP is funded by JFA McLeod Benevolent Fund until June 2017. As NDIS will not roll out in SA for adults until after July 2017, CLP is working with a partner interstate to better understand how NDIS may potentially fund MEP for adults.
With Help from my Friends Tim Adam (pictured left with his sister Laura) with the help of his Circle friends achieved a long held dream to move into a place of his own. Tim had been living with his parents Greg and Shirley and had seen his sister, Laura and his brother, Craig, move out of the family home over the last couple of years and wondered when it would be his turn. Tim, with the help of his Circle found a suitable place to rent and they rallied around Tim to help him move out. Tim has been living on his own since August and hasn’t looked back.
“I am enjoying having a place of my own and building on my independent living skills. Renting is an option for now, but one day I would like to own my own home.“ Tim Adam
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CLP’s partner, with similar vision and values is InCharge, a small agency operating in Sydney. InCharge has recruited their MEP Consultant who is undertaking training with us and providing MEP services in Sydney’s northern suburbs.
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The first MEP NSW candidate is currently involved in the MEP Discovery process.
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What we want to learn is: • The assistance a potential candidate needs to request MEP support in their NDIA planning meeting. • What the likely interest/ take up will be in choosing MEP as an alternative to other day options.
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• The success rate of candidates being funded to purchase both MEP consultant services and the paid support required for their enterprise work. • What and how of documentation required by NDIA (quotes, invoicing, recording and reporting outcomes etc.). Will this be the same in SA? Above: Tim Adam (left) with his sister Laura. Opposite: Julie Lamming, Fleurieu artist, with her prize-winning art work and her dog Jessie.
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The CLP-MEP currently assists 11 people’s enterprises: • Ground Control • Art by Jules • David Oakey Timbersmith • Greens 2 U • Flowers by Fleur • Voice of the Heart • von Stanke Lawn Mowing • Fruit by Jocelynn • Beyond Vision Greens • MP Towels • Flowers By Lisa Marie Sadly Paul Coutts, one of the enterprise owners, passed away unexpectedly earlier in the year. Paul was at the point in his enterprise where marketing for his enterprise was the focus. Pam and Reg, Paul’s parents, were very excited to observe that Paul was embracing and enjoying this new and important role of being a business owner, just like his Dad. Our deepest sympathies go to Paul’s family and friends. At the heart of most enterprises is the dedication of a paid support person (the enterprise PA) who works alongside the enterprise owner assisting to make the working week enjoyable, challenging, and productive, while also being responsible for the enterprises offering a high standard product and great customer service.
Annual Report 2015–2016
Each enterprise owner has a small group of dedicated community members who work with them in their Enterprise Management Group. These people give of their time freely and offer a great safeguard in assisting enterprises with oversight management and to function smoothly, with good discernment, while also building community relationships, connections, inclusion and participation… we thank them all.
In Focus Hi. I’m Julie and I am a local artist on the Fleurieu Peninsula. Recently I submitted a piece of art work in the art exhibition in the annual Yankalilla Show. I was fortunate to win second place, and I am thrilled! Julie Lamming
I would like to thank Wendy Butler particularly for her tireless efforts and consistent achievements for yet another year assisting people in their enterprise set up and operation. Ali Harper also contributed to our efforts during the past year but resigned in June of this year to pursue other interests. In the second half of 2015 we worked in partnership with CLA (formerly CLASS) providing training in how to set up and operate an MEP to assist people in their service who wished to have their own enterprises. This work was funded by an NDS Community Inclusion Initiative grant and evaluated externally. A link to the evaluation report is at http://rcypd.edu.au/ projects/tys/ Jayne Barrett MEP Manager
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Treasurer’s Report Overall, the Community Living Project had a positive year of growth despite ongoing funding restrictions imposed by government. This year, income is up 7.6%, crossing the $4m threshold for the first time. CLP returned an operating loss of $36,367, offset by a $32,982 contribution from the CLP Trust, due to savings in interest repayments via our additional $150,000 donation last year. This resulted in an overall consolidated loss for 2015/2016 of $3,384. The shortfall in operations is largely due to an under provision for Long Service Leave with high numbers of staff retained for more than four years. Under Auditor direction, we have changed our accrual process to meet best practice guidelines which use higher probability ratios than previously applied. While it is good that we have increased staff retention, the combination with sector wage rises has a major financial impact. We have put stronger measures in place to keep a strict review of entitlement accruals.
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Funding Comparison 2016 to 2015
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2015 $
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567,339
506,073
+12%
2,379,600
2,180,998
+12%
Self Managed
469,481
478,214
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Circles/MEP
586,151
544,943
+7.6%
27,587
34,347
-20%
4,030,159
3,744,575
+7.6%
Program DCSI Contracts DCSI Hostfunding
Other Total Income
This year we have carried forward $55,000 for Micro Enterprise Project consultancy fees, part of which is to enable our interstate trial for NSW. We also retained $16,000 for Circles4Kids for the year ahead. Other Operating Expenses were high, largely due to expenses through Host funds incurred for other than wage costs eg purchasing services from other agencies, holidays and consumables. The Family Retreat held in February was also not budgeted. $34,000 in 2015/2016 was directly spent on NDIS development work, while considerably more management time was consumed throughout the year in meetings, planning and research. 2016/2017 requires us to resource CLP to ensure that we are ready to meet the challenges ahead with the rollout of the NDIS. Following a planning meeting with families in March, the Board agreed to invest $150,000 from CLP reserves to enable CLP to move forward with the Circles4Kids development, engage the NDIS Transition Manager for 12 months and implement the new database.
I am confident that this investment will pay long term dividends to the sustainability of the organisation. A further challenge in 2016/2017 is that despite the minimum wage being increased by 2.4%, agencies will receive only 1.7% for CPI from government. This shortfall, combined with the SA government reducing payment for new services to the ‘NDIS efficient’ price, will make it a financially tough year ahead for the organisation. This only increases the imperative for CLP to become more efficient in its operations while also looking to grow the number of families we support, building our sustainability and capacity to provide unfunded support to families in need into the future. I sincerely thank my fellow Board Members for their support throughout the year and Darrin Hepworth for his ongoing support with the Trust. I would like to thank the Finance staff of CLP for their ongoing work and willingness to embrace new ways of thinking. I look forward to the year ahead. Tom Laing Treasurer
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Financial Statements Extract Consolidated Statement of Profit or Loss and Comprehensive Income for the Year Ended 30 June 2016 2016 $ 4,030,163 (3,694,789) (13,832) (324,926) (3,384) Nil (3,384) 0
2015 $ 3,744,575 (3,386,779) (12,962) (318,260) 26,574 Nil 26,574 0
($3,384)
$26,574
2016 333,037 162,254 431,119 37,122 963,530
2015 168,476 253,694 451,604 13,118 886,892
Non-Current Assets Plant and equipment Total Non-Current Assets
1,000,829 1,000,829
1,006,804 1,006,804
Total Assets
1,964,359
1,893,696
Current Liabilities Trade and other payables Borrowings Provisions Total Current Liabilities
417,256 20,127 256,103 693,486
372,111 0 219,361 591,472
Non-Current Liabilities Trade and other payables Borrowings Provisions Total Non-Current Liabilities
0 459,745 75,332 535,077
0 500,000 63,053 563,053
1,228,564
1,154,525
735,796
739,170
615,914 10 119,872
619,298 10 119,872
735,796
739,180
Revenue from ordinary activities Employee benefit expense Depreciation expense Other expenses (Deficit)/Surplus before income tax expense Income tax expense Net (Deficit)/Surplus after income tax expense Other comprehensive income Total Comprehensive Income Consolidated Statement of Financial Position as at 30 June 2016* Current Assets Cash and cash equivalents Trade and other receivables Financial assets Other Total Current Assets
Total Liabilities Net Assets Equity Retained profits Trust Settlement Reserves Total Equity *Extracted from the Annual Statutory Financial Reports
Annual Report 2015–2016
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CLP Trust Report It is with great pleasure I present the report for the 2015/2016 Financial Year for the CLP Development Charitable Trust. This is the first full year the Trust has been in operations and as expected, has settled into the management of the Trust Building without event.
This year the Trust collected its full year rent of $75,000 (ex GST) as per the rental agreement with CLP Inc.
In turn, this has significantly reduced the interest expense for the year by $11,637.
Operational expenses were as per last year with only some minor maintenance required throughout the year. Interest Paid on Loans as an expense in 2015 was $41,516 however this was reduced to $29,879 for 2016. This is due to the offset of the $150,000 donation from last year to reduce the Loan Capital.
The operating result for the year was a surplus of $32,982 and is reflective of the reduced interest expense for the year. In relation to the financial position of the Trust, there was a balance of $40,817 in cash on hand at the end of the year. Assets, other than land and buildings, have started to depreciate but are only a minor expense at this stage of operations.
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The Bank SA Loan has reduced its principle balance by $20,127 to $479,873 as at 30th June 2016. Overall, the CLP Trust is positioned exactly where it should be and with the continued support of our tenancy, will continue to remain on track over the next few years. As the Trust builds a property maintenance provision over the next few years, it will be in a position to provide a modest distribution to its beneficiary (CLP) of around $20,000 each year. Lastly, I would like to take this opportunity to thank the CLP for their continued support of the Trust and to Prue Gorman the Co-Director on the Trust for all her help and support throughout the year, it is most appreciated. Thank you and best wishes for the upcoming 2016/2017 year. Darrin Hepworth Director – CLP Trust
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Auditor’s Report
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Annual Report 2015–2016
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With sincere appreciation for your contribution on CLP’s behalf… Board of Management
Finance Sub-Committee
Kerrie Ashcroft Pam Coutts Joanne Cregan (Associate Member) Caroline Ellison (Chair) Prue Gorman (Secretary) Anna Hughes Tom Laing Julie Milburn Brenda Oakey (Vice Chair) Pierre Rosenberg
Prue Gorman Tom Laing Pierre Rosenberg Fred Thomas (Finance Manager)
CLP Life Members Molly Warner (1995) Olive Weston (1995) Ray Brooks (1995) Jill Wishart (1997) Colin Lawn (2002) Bill Freeman (2003) John Grantley (2008) Ross Womersley (2010) Brenda Oakey (2015)
Circles Initiative Sub-Committee Jayne Barrett Vasilka Cronin Prue Gorman Anna Hughes Mel Jackman Joan Jones Nicholas Linke Katrina Fredberg Sean Sweeney Jannah Thompson Leslie Wightman
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Micro Enterprise Project Sub-Committee Kerrie Ashcroft Jayne Barrett Wendy Butler Andrew Coidan Michael Dawson Fred Heidt Liz Gazard Prue Gorman Robbi Williams
Circles@School Sub-Committee Jayne Barrett Briony Carman Mary Carmody Joanne Cregan Alice Duffield Prue Gorman Jackie Hayes Judith Hodson Sam Paior Mary Papadopoulos Lea Spaven Robbi Williams
Back cover: Mary Edwards and her co-worker and friend Christine. Photo courtesy of Australian Red Cross/Morné de Klerk.
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And many thanks to all our staff members for their passion and commitment.
With our Circles Initiative we love to work with people like Mary Edwards, whose Circle friends help her to achieve her hopes and dreams for the future, such as gaining meaningful volunteer work. Mary and her co-worker and friend Christine are pictured here working together at the Australian Red Cross.
31 Saltash Avenue, Christies Beach, South Australia 5165 ABN 30 374 065 892 T (08) 8384 7866 F (08) 8186 1755 E info@clp-sa.org.au www.clp-sa.org.au