Services offered by Canadian Forces
Morale and Welfare Services (CFMWS)
Presentation at the National Defence
Comptroller’s Conference
Ottawa, 4 February 2015
Commodore Mark B. Watson
DGMWS
Agenda
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Introduction
Organization and background
Vision
Programs, services, and initiatives
2
Defence Team – Morale & Welfare
• Approximately 5,600 “Staff of the Non-Public
Funds, Canadian Forces”
– Number varies due to casual employment,
esp. in summer
– 2,125 full time, 1,066 part time, 2,395 casual
– 40% CAF affiliation (Retired and/or Family)
•
•
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253 Canadian Armed Forces members
153 National Defence public servants
1,000 at MFRCs (locally employed)
Plus many, many volunteers
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Defence Team – Morale & Welfare
CFMWS
5,600 to 6,000 Employees
Canadian Coast Guard
4,500
Canadian Security Intelligence Service (CSIS)
3,311
Citi Bank
5,000
Nav Canada
5,000
4
Organizational View
5
CFMWS Delivery Model
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Managing Director NPP
– Overarching role for NPP
• delivered through NPP Accountability Framework
• NDA mandate – benefit serving and retired CF members and dependents
• TB Assigned mandate “DND Good Employer Responsibilities” (1969)
• Department assigned mandate – ASD 1996
CEO Staff of the NPF, CF
– FAA Schedule V, part of the Federal Public Administration
– NPF Pension Plan and Group Benefit Plan
Director General Morale and Welfare Services – CMP Level 2
– Delivered through the Public Accountability Framework
– MFSP Program through Fund C108
– PSP Programs designed as ASD by VCDS 3/96 funded through Fund C109
– Casualty Support Management funding through operating budget
– DEM funded through Fund C134
6
Public Support to MW Programs
APS 110 – “May” Versus “Shall”
• Dec 07 - NPP Board in Dec 07:
– The NPP Board directed that there is no provision for NPP to
make up Public funding shortfalls
• Dec 12 – CDS (Foreward to CFPFSS Strategy):
– NPP is not to be expended to off-set Public funding reductions
without the CDS’ authority
• If BComd does not provide Public support, then the program
must cease
• If BComd reduces the Public support, then the activity must
be adjusted to meet new support level
7
NPP Accountability Framework
• NPP is not part of DND
• “Administrative constructs” created by either the CDS
or by Base, Wing, or Unit Commanders
•
NPP orgs are legally, “Her Majesty in right of Canada”,
as represented by the CDS/CO in his/her NPP capacity
through (name of organization)
• Implications – deal with the private sector as Her Majesty;
deal with the Crown through MoUs or SLAs; cannot enter
into a contract with the Crown “public”
• Provides flexibility for the Chief of Defence Staff to
dynamically respond to MW Services requirements while
maintaining rigorous accountability
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NPP Accountability Framework (cont’d)
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National and local governance
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CDS Delegation of Authorities for the Financial Administration of NPP
supported by a requirement to pass a NPP Certification Course
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NPP Letter of Financial Management Attestation
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NPP Contracting Policy
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NPP Travel and Relocation Policy
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Accounting Policy, Sponsorship and Donation Policy, etc….
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National entities are externally audited
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CRS is responsible for the audit of NPP within the CF
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Compliance and Assurance Team
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Consolidated Insurance Program
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NPP Fraud Prevention Handbook and Questionnaire
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NPP Governance
• Full governance assigned to CDS
• Authorities delegated to DGMWS as Managing
Director of NPP
• NPP Board serves as an advisory board:
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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
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Operational Funding
$4.11M
(FY 13/14)
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Fiscal Resources
NPP net worth / publicly funded expenditures FY 2013-14
C108 ($27M)
C109 ($71M)
DCSM Public
($23M) Funds
Base/Wing/Reserve
Public Funds C134 ($8M)
Unit Funds ($87M)
Messes
($26M )
Assistance Fund
CFPAF ($17M )
CFCF & CFMWS
($124M)
CANEX
($54M)
CANEX 2013-14
SALES: $130M
SISIP
($372M)
SISIP 2013-14
REVENUES: $103M
Total $809M (15.9% Public / 84.1% Non-Public)
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My Vision
Make CFMWS 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
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One Community, One Million Strong
Families of
Serving
Members
11%
Former
Members
43%
Serving
Members
(Reg. & Res.)
9%
Other Eligible
Members
11%
Serving Members (Reg. & Res.) 130K
Families of Serving Members 144K
Dependants
of Former
Members
26%
Former Members 595K
Dependants of Former Members 350K
Other Eligible Members 150K
> 1 MILLION
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“Comptroller”
from a functional perspective
• Key role is providing advice to the chain of command in regard to:
– appropriate use of NPP
– sustainability of NPP operations (based on a specified Public/NPP
share – no authority to use NPP to offset a Public responsibility)
– public Support to NPP
– support the requirement for additional training and education through
various means to mitigate erosion of NPP knowledge
– elimination of unregulated activities
– proper use of NPP representational expenses
– ensuring that CANEX First Right of Refusal is respected
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Hot topics
for Comptrollers – NPP Perspective
• Implementation of the NPP Accounting Information System
“PROPHET” scheduled to launch 1 April 2015
• Reserve Project (to bring CFMWS services to Reserve Units)
• NPP Funding Distribution to Bases - CANEX/SISIP Dividend
• Charitable Status and NPP Organizations
• Reduction in Public Support by SSC (we have not been spared)
• Sponsorship and Donation
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Comptrollers – NPP Ambassador
• We need you to promote our shared Vision of “One
Community one Million Strong”
• We need you to promote that a public dollar toward Morale
and Welfare/NPP is a dollar well spent – breakdown barriers
the sustainability of Morale and Welfare/NPP is at stake
• We need you to promote that a purchase at CANEX or at SISIP
represents an investment in NPP with a return to the
community
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Comptrollers – NPP Ambassador
• We also need you to remind stakeholders that significant
savings were harvested back in 1996 when CFPSA was created
– this included the conversion of military positions to NPF
employees. These NPF employees are now delivering the
Public Morale and Welfares Programs that otherwise would
be delivered by military members. Central funding for these
NPF employees is within CMP baseline. According to VCDS
3/96, all other local costs are a local public responsibility
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Morale and Welfare Services Directory
Answers one simple question: What services are available to YOU?
Choose the description that best
matches you from the list of
categories.
View the full catalogue of CFMWS
services that may benefit you and
follow the links to learn more.
Visit: www.cfmws.com/YourServices
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PSP by the numbers
Fitness
Recreation and Speciality Interest
• 94,527 FORCE evaluations (as of 31 March 2014)
• 8 Regional Adapted Fitness Specialists supporting
over 500 JPSU clients
• 6,000+ Recreation activities
Human Performance
• 100,000+ Recreation participants
• 325 DND facilities involved
• 1,534 CAF Personnel took part in the development
and validation of FORCE
• Nearly 5,000 surveys administered to better
understand what could help CAF Personnel get more
active
Messes
Health Promotion
• 250,000 readers
• 3,900 courses offered
• 23,600 participants
Sports
• Over 20,000 Intersection sport competitors
• 91 Regional competitions – 3,500+ competitors
• 18 National competitions – 1,800 competitors
• 175 Reg Forces Messes
• 280 Res Forces Messes
Newspapers
• 85,000 copies distributed
Golf
• 14 locations across Canada
Community Gateway Website
• 139,000+ monthly visits
• 328,000+ page views
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PSP – FORCE
Visit: www.cfmws.com/forceprogram
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PSP – DFIT.CA
Introduce Reactive Interface and Mobile Site
(Fall 2014)
• Focus on fitness
required for
operations
• Exercise Prescription
for FORCE
Evaluation
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PSP Specialty Interest Activities
Access to:
• Golf: 14 locations across Canada
and 7 social clubs using civilian courses
• Marinas and Sailing: 8 locations
• Campgrounds & Cabins: 5 locations
• Rod and Gun Clubs: 7 locations across Canada
• Horseback Riding: 4 locations across Canada
• Curling: 7 locations across Canada
• Skeet Shooting: 5 locations across Canada
www.cfmws.com/en/AboutUs/PSP/specialtyinterest
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Commercial Services
SISIP Financial Services
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Term life insurance plans including Long Term Disability (LTD) and Vocational
Rehabilitation Program (VRP) – no exclusions for war, dangerous occupations, hobbies,
volunteer activities or sports;
– 140,351 lives insured under SISIP plans ($29.034B in coverage, $44.3M paid to beneficiaries)
– 94,420 members protected under LTD ($138.85M paid out when combined with the VRP)
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Accidental Dismemberment Insurance Plan –covers injuries or illness attributable to
military service;
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Financial Planning – personalized recommendations, investment advice to assist clients in
achieving their financial goals (7,344 clients in 2013 with assets of $292.8M invested);
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Canadian Forces Group Retirement Savings Plan – a “do-it-yourself”, on-line investment
and savings option (3,421 clients in 2013 with $137.8M invested);
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Financial Counselling – free, confidential support in the resolution of serious financial
distress, with access to CFPAF loans and grants and other SOT programs;
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Personal Financial Management Education – courses for recruits and officer cadets.
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Commercial Services
SISIP Financial Services
Comparative costs:
SISIP Financial Services
Industry Standard
Financial Planning
(No commission)
• $6 - $12/month (depending
on rank)
• Includes one free income tax
return
• Approximately $100/hour 1 or 1%
- 3% of assets under
management2
• $59 for one basic income tax
return3
Financial Counselling
(Confidential)
Free
• Approximately $1204 / session or
enrollment
• Fee of 15% of total debt +
monthly charge of $50 +
cancellation fee5
Insurance
($100,000 in coverage / 25 year
old male / non-smoker)
$6/month
• Varies $11 - $13 /month6
1
CBC News (April 2012) / MoneySense Magazine (October 2012)
2
moneysense.ca – Where to find a fee-only Financial Planner
3
H&R Block
4
Credit Canada
5
debtfreesolutions.ca – Consumer Credit Counselling sample
contract
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Compulife Software Inc.
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Commercial Services
CANEX
• Operates 39 Outlets on Bases/Wings across Canada
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10 Retail
8 SuperMarts (2 with petroleum)
18 ExpressMarts (5 with petroleum)
2 Grocery
1 LiquorMart
• Sales of $130M in FY 13/14
• Over 3.95M customer transactions annually
• 180 Concessions offering additional goods/services
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Commercial Services
CANEX
• No Interest Credit Plan: 12, 24 or 36 month plans (No money down, not
even the taxes), 12 month payment plan: no hidden handling or
administration fees (24 months: 2% ; 36 months: 3%)
• National vendor partnerships: Tim Hortons, ARAMARK (Food Services),
OK Tire, Pizza Pizza, Subway
Initiatives:
• CANEX.ca - Online Sales/E-retailing
– Launching an online E-retailing
platform this Fall to augment existing store
operations
• TACTIX Boutiques with Kit Shops and Pride
of Association merchandise
– Elite line of clothing and accoutrements
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Joint Personnel Support Unit (JPSU)
24 Integrated Personnel Support Centres across Canada:
• Personnel support through multi-disciplinary staff and linkages to VAC,
SISIP, PSP, MFRC and Base/Wing agencies
• Responsive to Commanding Officers
Return to Duty Program: 895 personnel on the program, 657 personnel
assisted in their transition, and 208 personnel returned to full time duty.
National Return to Duty averages: approximately 24% (FY 2013-2014)
Casualty Administration and Advocacy: Home adaptations/special
needs equipment, vehicle adaptations, home assistance ; Assistance
through Funds
Peer Support: Operational Stress Injury Social Support (OSISS), Soldier On,
Injured Soldier Network, Helping Others by Providing Empathy (HOPE)
Outreach & Education: Average 100 briefings a month across the
country, training of approx 1,100 Designated Assistants per year
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Joint Personnel Support Unit (JPSU)
Personnel currently being tracked by JPSU
Posted
Supported (not
posted)
Posted to JPSU
Supported by JPSU
(but not posted)
1,739
4,037
Total
5,776
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Transition Services
• National Coordination of all Career Transition activities:
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Second Career Assistance Network seminars,
Medical seminars, Long Term Planning seminars
Career Transition Workshops
Transition support and programs specific to ill & injured,
Publications/tools that support transition counselling.
Liaise with other organizations: VAC, ESDC, PS Commission, SISIP-LTD & VRP, Industry,
Academia, Accreditation bodies and others.
Canada Company – Military Employment Transition (MET) Program
A one-stop self-directed web-portal for all things related to transition for serving and
retired military members. Serving as a bridge between business and community leaders
and the CAF/VAC. Includes Corporate Canada employers, Entrepreneurship, Education,
Franchising opportunities and transition tools for members and employers.
137 Military Friendly employers, such as Amazon, BMO Financial Group,
CN, Coca-Cola Canada, Royal Bank of Canada, Shell Canada, Sobeys Inc., Suncor
Energy, Etc.
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Transition Services
•
Prince’s Charities-Operation Entrepreneur: Based In Business (BIB) with Memorial
University, Enactus and Canadian Youth Business Foundation
•
Prospect: Forces @ Work: Sustainable Job Placement Pilot Project
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H2H: Helmets to Hardhats
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Association of Canadian Community Colleges (ACCC)
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The Canadian Franchise Association: Military Veterans Program
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Forum for International Trade Training (FITT)
In addition to previously mentioned programs and services, the following
are specifically for ill and injured members of the Reg and Res force:
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Vocational Rehabilitation Program-Serving Members (VRPSM)
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Priority Hiring-Public Service
•
Integrated Transition Plan
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Military Family Services
To contribute to the well-being of military families, enabling
a mission-ready force that protects Canadians and Canadian
interests across the country and around the world.
Military Family Services manages:
• Military Family Services Program, including funding and oversight
of Military Family Resource Centres
• Family Information Line and www.familyforce.ca
• Children’s Education Managements, including the education
compensation and benefits requirements of military members with
children
• Issues that arise and affect military families as a result of
conditions of service of serving personnel
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Military Family Services
Support for serving members (Regular and Reserve) and their
families who face issues that arise due to conditions of
service (i.e. mobility, separation, risk)
• Mental health support
• Community integration
• Child care
• Transition support
• Access to health care
• Education transitions
• Spousal employment
• Special needs of loved ones
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Military Family Services
Military Family Resource Centres – On Base, In Person
• 32 in Canada, with programs and services in the United States and Europe
• Third party, non-profit organizations located on Bases/Wings/Units or through
outreach programs
• Provide services in both official languages
Family Information Line (FIL) – Informed, Connected and Supported
• 1-800-866-4546 – Now 24/7 service, confidential, bilingual, information and
supportive counselling
• 1642 calls made to the FIL, 3769 calls to the automated system that has
deployment information (2013)
www.FamilyForce.ca – For and about Canadian military families
• A portal to all MFRCs for local information, useful general information of
interest to all Canadian military families
• 387,294 visits to the FamilyForce site, 242,253 total unique visitors (2013)
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Support Our Troops Programs
• Military Families Fund
− > 2,000 members annually receive individual/program support
• Soldier On Fund
− Physical fitness supported for > 900 ill/injured members
• Hospital Comforts Fund
− ~300 serving members annually receive support in hospital
• Operation Santa Claus
− Deployed members (~2,600) receive a holiday gift package
• Boomer’s Legacy
− “Helping our Soldiers Help Others” at home and abroad
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Support Our Troops Program
Examples:
•
Army Run: Generated almost $1M in funds for the MFF and Soldier On during the
past 4 years (2011-2014)
•
Graham Group Charity Golf Tournament: Golf tournament held in 2011 and 2012,
generated almost $100K for the MFF
•
Royal Canadian Mint – Highway of Heroes Collector Coin: Operated two coin
campaigns to highlight the CAF and the sacrifices of military members and their
families, collectively generated $200K for the MFF.
•
Honourable PM Stephen Harper – History of Hockey book:
Released Fall 2013, all proceeds to MFF.
•
Winnipeg Jets True North Foundation: Will donate $75K to the MFF/Soldier On
yearly for the next 10 years.
•
Canadian Tire Corporation: Donated $150K in sports equipment to support
Base/Wing Recreation Programs
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Soldier On Fund
• Supports former and currently serving members with a mental or
physical injury/illness to adopt an active lifestyle through sport and
recreation
• Over $2.3M has been disbursed to provide access to equipment,
training and events allowing participants to:
– learn a new sport such as skiing, horseback riding, fly fishing, and kayaking;
– train with and compete against soldiers with similar injuries and illnesses from
other nations; and
– push their physical and mental limits through participation in regional and
national sporting events.
• $3.5M has been raised by donations from Canadians, corporations
and other organizations
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Soldier On Program
Forecasted Major Events 2015
• Soldier On National Ski Camp (Mt Washington, BC) – Feb
• 3rd Annual Allied Winter Sports Camp (Whistler, BC) – Feb
• Soldier On Taekwondo Camp (Edmonton, AB) – Mar
• Soldier On Cycling Camp (Montreal, QC) – Apr
• Saddle Up Soldier On – RCMP (Ottawa, ON) – May
• Soldier On National Golf Camp (GTA, ON) – May
• UK Help for Heroes Big Battle Field Bike Ride (FRA/UK) – Jun
• Soldier On National Fishing Camp (New Brunswick) – Jun
• St Andrews Legacy Golf (Scotland) – May/Jul/Aug
• Soldier On Range Camp (Meaford, ON) – Sep
• Canada Army Run (Ottawa, ON) – Sep
• Soldier On Trek (AB/BC) – Oct
• Soldier On Scuba (Halifax, NS) – Nov
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Canadian Forces Personnel
Assistance Fund
Financial assistance in the form of low interest loans and/or grants:
Minor Disbursement Program ($33K to 194 members)*
Grants up to $200 (on a once per lifetime basis) to relieve temporary distress or to promote well-being.
Education Assistance Loan Program ($1.9M to 476 members)*
Loans ($1,2k to $4k per year, max $16k per student) to assist eligible serving members, former members
and their recognized dependants to obtain a post-secondary education (full-time studies).
Self Improvement Loan Program ($7.5M to 2,208 members)*
Financial assistance through small loans ($1k-$5k) to assist in emergency situations such as:
compassionate travel, urgent home and car repairs, minor renovation projects, etc.
Financial Distress Program ($1.1M to 154 members)*
Grants and loans when warranted by distress or other qualifying circumstances. The lifetime maximum
for assistance is $5,000 for a grant and $25,000 for a loan.
• Access to the fund is normally through an agent of the fund, Veteran Affairs Canada,
SISIP Financial Counsellors or designated Base/Wing Program Administrators
• Eligibility to make an application does not guarantee approval
• Each request adjudicated against specific criteria before a decision is rendered
*data based on calendar year 2012
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SOT Summer Camps
• The SOT Summer Camps provide an opportunity for children
of military families to escape from the stressors of military
life, with priority given to children of deployed personnel.
• In summer 2014, more than 570 children of military members
enjoyed a complimentary week at Camp Maple Leaf, Muskoka
Woods, and other camps across the country.
• The Military Families Fund has unwritten the cost of camp
registrations.
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Vacations for Veterans Program
• Launched in January 2012
• Program is available to CAF members (former and currently
serving) who have sustained an injury or illness while serving
in a Special Duty Area/Operation and who are in receipt of a
VAC benefit as a result
• Eligible members may apply for 1-week of accommodation at
one of Shell Vacations Club’s 26 properties in Canada, the US
and Mexico
• More than 150 CAF members/families have benefited from
this program
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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/CAF support
– There is little adherence to policy provisions and
– There are diminishing efforts to align with CAF priorities
• Some external organizations competing with internal
NPP “charities”
42
SOT Program / Third Party Outreach
DGMWS is the CAF OPI:
• Registering organizational events
• Coordinating to avoid duplication and scheduling conflicts
• Assisting in staffing requests for public support, military
equipment and/or personnel
• Approving the use of any official logos and/or images within
their promotional materials
• Assisting with senior CAF representation at key events
• Concluding MOUs for complex relationships/partnerships
• Providing feedback on the success of donations
43
Canadian Defence
Community Banking (CDCB)
Key relationship with BMO, Bank of Montreal
• Personal Banking: Saves the current 10,000 members approximately
$1 million in banking fees every year
• Customized Mortgage Plans and Student Line of Credit:
Highly competitive rates
• ABM/ATM: Over 900 branches and 2681 ATMs across Canada so that
you can easily receive uninterrupted service as you move
• SOT MasterCard: Contributed over $200,000 to morale and welfare
programs and services since the inception of the Program
• Sponsorship: Army Run and many local programs
44
CF Appreciation Program
• Official discount program of the CF
• Members can save at more than 26,000 locations locally, nationally
and worldwide
• Categories: Accommodations, Attractions, Entertainment, Dining,
Recreation, Services, Shops, Travel & Transportation, House & Home
CF R&R Club:
• Linked to US Armed Forces Vacation Club
• 3,500 accommodations in 80 countries starting at $369 USD per week
• Cruise lines, airlines, and 3,000 US golf courses
Visit: www.cfappreciation.ca
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CF Appreciation Program
CF R&R Club – Examples:
Silver Lake Resort,
Kissimmee, Florida
7 nights/$369 USD
Barnsdale Country Club
Rutland, England
7 nights/$369 USD
Wyndham Ka'eo Kai
Kauai, Hawaii
7 nights/$369 USD
Visit: www.cfappreciation.ca
46
CFOne Card
• Confirms that an individual is a member
of our One Community – One Million Strong
• Provides access to MW programs, services and facilities
• Over 115,000 CFOne Cards issued
Multi-phased approach
• Phase 1: (22 Oct 13) access to the CANEX Loyalty Program and CF
Appreciation Program
• Future Phases: expanded to include access to select PSP programs
and services; administration of mess fees, access to clubs and
activities, as well as other MW services.
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Questions?
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