PERSONS WITH DEVELOPMENTAL DISABILITIES

NORTHWEST ALBERTA COMMUNITY BOARD

APPROVED MINUTES – January 9, 2006

 

PDD NW Board Office

#203 Junction Point Village

9815 – 97 Street, Grande Prairie

 

IN ATTENDANCE:  Paul Renfree (Chair), Al Bromling, Sheila Hiron, Kerrie Patrick, Betty Barton, Karen Egge, Trenton Perrott, Ann Martfeld, Susan McKenzie (CEO)

 

GUESTS:                    Barbara Shumik – Rehoboth

                                    Carrie Bielman – Median Project North

                                    Geneve Fausak – Independent Counselling Enterprises

                                    Greg Lane – Independent Counselling Enterprises

                                    Jocelyn Smith – Goodwill Industries of Alberta

                                    Sandy Thurston – AACL Family Voices

                                    Barry Bucknell – Signature Support Services

                                    Marla Rohde – PDD Planning Coordinator

                                    Terry Websdale – PDD Finance Manager

 

RECORDING

  SECRETARY:         Patti Diewert, Executive Assistant

 

 

Topic

Discussions/Motion

Action

Call to Order

Paul Renfree called the meeting to order at 11:10 a.m.

 

Welcome

Paul Renfree welcomed the guests to the Board Meeting and thanked them for attending.

 

Review and Approval of Agenda

Approval of Agenda by consensus.

 

 

Review and Approval of Minutes

MOTION #01-06 – Karen Egge moved that the PDD Northwest Alberta Community Board Minutes dated December 12, 2005 be approved.  Seconded by Ann Martfeld.  CARRIED.

 

 

2006/2007 Business Plan Strategy Development

Marla Rohde and Susan McKenzie lead the Board through the Business Plan Strategy Development.

§         Discussed the need for Core Businesses to be added to the Business Plan.  To be further discussed.

 

MOTION # 02-06 - Trent Perrott moved that Betty Barton and Karen Egge be appointed as an Ad Hoc Committee to look at the three Core Businesses and bring forward recommendations to the February Board Meeting.  Seconded by Ann Martfeld.  CARRIED.

 

§         Discussed/amended Opportunities and Challenges section of the Business Plan.

§         Discussed/amended Goals, Strategies and Performance Measures.

 

 

 

 

 

 

 

 

Bring forward to the February Board Meeting

Creating Excellence Together Presentations

Paul Renfree, on behalf of the PDD Northwest Alberta Community Board, presented Creating Excellence Together Certificates, with congratulations, to the following Northwest Service Providers:

§         Rehoboth – Barbara Shumik

§         Median Project North – Carrie Bielman

§         Independent Counselling Enterprises – Geneive Fausk and Greg Lane

§         Goodwill Industries of Alberta – Jocelyn Smith

 

Each service provider provided the Board with a brief overview of their services.

 

Budget and Sustainability Update

Susan McKenzie and Terry Websdale presented planning for budget and sustainability:

§         Draft Forecast up to December 31, 2005

§         Distributed Monthly Financial Report – results to December 31, 2005 (Fiscal 2005/06).

§         Financial Results to December 31, 2005 – on track to achieve a balanced budget (current operating deficit is approximately $50,000 at this time)

§         2006/07 – projected shortfall = $1,597.472

§         Paul Renfree thanked Terry Websdale, Susan McKenzie and staff for their hard work in achieving the budget target. 

§         Without the cooperation and assistance of service providers, we would not be able to achieve the budget target – so the Board expressed their thanks to them.

§         The Northwest funding formula and staff turnover needs to still be brought forward to the Provincial Board – Paul Renfree ensured the Board that he will bring these comments forward to the Provincial Board table.

 

Board Internship Program

§         Recommendation from the Northwest Advocates in Action, self advocate group wants to retain the type of membership they have had on the Board previously – rotating members of Advocates in Action attending the Board Meeting.

§         PDD NW Board would like to ensure regular attendance by an Advocate at each Board Meeting, suggesting an alternate be available as back-up.

§         Suggested that a one-page form reporting back to the Advocates in Action would be helpful.

 

MOTION #03-06 – Betty Barton moved that the PDD Northwest Alberta Community Board accept the recommendation of the Northwest Advocates in Action and retain the representation as we have had in the past, with a rotating member attending each Board Meeting, for a one year period, with an honorarium provided to the attendee. Seconded by Trenton Perrott.   CARRIED.

 

Board Evaluation

Requirement of the Auditor General.

§         Last Board Evaluation included a consultant’s assistance with the process (three years ago).

 

MOTION #04-06 - Al Bromling moved that

the PDD Northwest Alberta Community Board look at a self-evaluation process for the Board with Karen Egge, Susan McKenzie and Paul Renfree providing some specific recommendations at the February Board

 

Meeting.  Seconded by Ann Martfeld.  CARRIED.

 

§         Board Evaluation to be completed by March 2006.

 

 

 

 

 

Bring forward to February Board Meeting

Committee Reports

Audit Committee

§         Al Bromling discussed Item H.1(a) – Audit Committee Draft Work Plan.

§         Cost projection is approximately $850 per Audit Committee meeting.

§         Suggested that the Audit Committee look at the financial policies and bring forward recommendations for any amendments.

 

MOTION #05-06 – Al Bromling moved that the Draft Work Plan be accepted as presented.  Seconded by Kerrie Patrick.  CARRIED.

 

 

Communication Committee

§         Trenton Perrott reported the next meeting will be on Monday, January 15 at 1:15 p.m..

§         Met last in November 2005.

§         Draft Communication Plan will be sent in the February Board Package for review and discussion at the February Board Meeting.

 

 

Policy Development Committee

§         Karen Egge reported on Amended Policies #2.4, 3.10 and 4.18:

 

Policy #4.18:

§         Policy #4.18 – noted amendments as distributed.

§         Suggested that the Audit Committee meeting minutes be attached to the Monthly Board Minutes as an addendum and filed with the approved minutes.

 

Notice of Motion – A Motion will be made at the February 13, 2006 Board Meeting to accept amended Policy 4.18.  Amendments regarding Specific Directives and Monitoring Reports will be brought forward.

 

Policy #3.10

§         Noted amendments as distributed.

 

Notice of Motion – A Motion will be made at the February 13, 2006 Board Meeting to accept amended Policy #3.10.  Amendments regarding Specific Directives and Monitoring Reports will be brought forward.

 

Policy #2.4

§         Noted amendments distributed.

 

Notice of Motion – A Motion will be made at the February 13, 2006 Board Meeting to accept amended Policy #2.4.  Amendments regarding Monitoring Reports will be brought forward.

 

 

Table of Contents:

§         Noted amendments distributed

 

Noted that Policy #4.7 should be replaced with the Provincial Code of Conduct Policy.  Committee to review, discuss and bring forward to February Board Meeting.

 

 

CEO Evaluation Committee

§         Paul Renfree reported that the Committee will be meeting Monday, January 16th.

§         Bring forward to the February Board Meeting with final recommendation. 

§         Final evaluation will be given in-camera session at the March Board Meeting.

§         Format will be similar to last year’s process.

 

 

 

 

 

Audit Committee

 

 

 

 

 

 

 

 

 

 

 

 

 

Bring forward to February Board Meeting

 

 

 

 

 

 

 

 

 

 

 

Patti Diewert

 

 

 

 

Bring forward to February Board Meeting

 

 

 

 

 

 

Bring forward to February Board Meeting

 

 

 

 

 

 

Bring forward to February Board Meeting

 

 

 

 

 

 

 

Bring forward to February Board Meeting

 

 

 

 

 

 

 

Bring forward to February Board Meeting

 

 

Provincial Board Report

Paul Renfree reported:

§         Will be meeting on Thursday, January 12, 2006 in Edmonton.

§         Two NW Board Members terms expire in May – Trenton Perrott and Sheila Hiron.  Paul Renfree will recommend that these terms will be extended for another three years.

 

CEO Update

CEO Report:

1.      Susan McKenzie referred to Item J.1 in Board Package – CEO Report dated January 9, 2006

§         Susan McKenzie will report on risk management and include in her CEO Report monthly.

 

2.      Appeal Statistics

§         Item J.2(a) – Northwest Dispute Resolution/Appeal Summary – 2005/06 (to be included in monthly CEO Update)

 

 

Roundtable

Board Members provided their comments and updates of their activities over the past month.

 

Adjournment

MOTION #06-06 -  Kerrie Patrick moved that the meeting be adjourned.  Seconded by Sheila Hiron.  CARRIED.

 

Paul Renfree adjourned the meeting at 2:50 p.m.

 

 

 

 

 

Minutes Approved:_________________________________           Date: _____________

                                    Paul Renfree, Chair

 

 

 

 

Next Board Meeting – February 13, 2006 – Peace River