Voices of Burnaby Seniors: Door 2 Door Bus Business Plan

Transcription

Door 2 Door (D2D) Bus Business Plan
August 9, 2010
Voices of Burnaby Seniors Door 2 Door (D2D) Bus Business Plan | AUG 9, 2010
Voices of Burnaby Seniors
Door 2 Door (D2D) Bus
Business Plan
REPORT
Prepared for:
Voices of Burnaby Seniors (VOBS)
c/o Burnaby Community Connections
204 - 2101 Holdom Avenue
Burnaby, BC V5B 0A4
Prepared by:
Megan Fitzgerald
Transportation Planning & Research Consultant
[email protected]
For further information about this report, please contact
Mariam Larson, VOBS Coordinator, at 606-515-1718.
Copies of this report may be downloaded from www.burnabycommunityconnections.com
© August 2010
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Contents
Acknowledgments
VOBS Transportation Working Group Members
1.0 Executive Summary
1.1 Demographic Context
1.2 Transportation Challenges Facing Burnaby Seniors
1.3 Burnaby “Door 2 Door Bus”—A Solution?
1.4 Benefits of Partnering with the Burnaby D2D Bus
2.0 Organizational Plan
2.1 Mission
2.2 Goals
2.3 Description of Program Services
2.4 Current Resources—Our Partners
2.5 “SWOT” Analysis
3.0 Administrative Plan
3.1 Management
3.2 Staffing
3.3 Vehicle and Insurance
4.0 Budget Information
5.0 Marketing Plan
5.1 Market Analysis
5.2 Potential Funding Sources
5.3 Outreach and Community Relations
5.4 Next Steps
APPENDIX A
Relevant Grants
APPENDIX B
Potential Partners with Vehicles
APPENDIX C
Burnaby Community Connection’s 2009 Financial Statements
APPENDIX D
Prospective Door-2-Door Bus Routes
Composite of Draft Door-2-Door Bus Routes
Draft Southwest Route
Draft Southern + New Westminster Route
Draft Northern Route
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Acknowledgments
The author of this report wishes to thank the Voices of Burnaby Seniors (VOBS)
Transportation Working Group for volunteering their time and valuable perspectives on
Burnaby seniors‘ transportation needs.
VOBS Transportation Working Group Members
Gloria Kravac, and Wendell Ratcliffe ( Co-Chairs). Angelina Agosti, Anne Waller.
Carole Kaye, Estela Asahina, Jane Lee, Marie Prantner, Margie Manifold, Patricia Cardarelli
(L: Carole, Gloria, Jane, Patricia, Marie. R: Angelina, Estela, Anne, Gloria, Wendell, Jane. N/A: Margie.)
The Door 2 Door (D2D) Bus Feasibility Study / Business Plan was made possible through a
grant from the United Way of the Lower Mainland. Voices of Burnaby Seniors is grateful for
the support of the City of Burnaby throughout the project, and for ongoing support from
Burnaby Community Connections. The Working Group would also like to thank Mariam
Larson, VOBS Coordinator, for overseeing the production of this report.
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1.0 Executive Summary
1.1 Demographic Context
In the Vancouver Census Metropolitan Area, the population of seniors aged 65 and over is
expected to double—from 12.8% in 2006 to 25% by 2040, according to TransLink
estimates.1 The City of Burnaby has a slightly higher percentage of seniors aged 65 and
over compared to the region as a whole. In 2006, more than one out of eight (13.8%)
Burnaby residents were over the age of 65. Younger seniors aged 65 to 79 accounted for
21% of the Burnaby population while older seniors aged 80 and over represented 3.9% of
the city’s total population.2
Being able to get around often becomes an issue as people age, especially when it’s time
to “hang up the keys.” According to a report published by Statistics Canada, groups that
are more likely to face transportation challenges include:
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Seniors aged 85+ (“old old”)
Seniors who lack access to a vehicle (as a driver or passenger)
Seniors who have difficulty accessing public transit
Seniors with lower household incomes (less than $20,000 per year)
Seniors living in rural areas
Women aged 65+
For example, among 75- to 84-year-olds, the study found that 83% of men had vehicle
access as a driver compared to only 45% of women. Among those 85 and older, the
proportion of men able to drive a household vehicle was twice as high, at 66% versus 33%
of women. In short, men are much more likely to have access to a household vehicle than
their female counterparts.
1
TransLink. (2007) Transport 2040 Backgrounder. Retrieved from:
<http://www.llbc.leg.bc.ca/public/pubdocs/bcdocs/435019/backgrounder.pdf>.
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City of Burnaby. (2007). Social and Demographic Trends in Burnaby and Neighbouring Communities, 1986 to 2006.
Retrieved from: <www.city.burnaby.bc.ca/__shared/assets/Social_and_Demographic_trends_in_Burnaby5921.pdf>.
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Not surprisingly, seniors aged 85 and over were much more likely to be limited in their
ability to “get around town” than 65- to 74-year-olds.3
1.2 Transportation Challenges Facing Burnaby Seniors
A 2007 survey by the Voices of Burnaby Seniors (VOBS) found that a significant number of
seniors living in Burnaby had difficulty getting around. The survey of approximately 640
Burnaby residents found that:
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39% of respondents said they had difficulty getting to where they need to go when
they wanted to go (difficulty ranged from “occasional difficulty” to “difficulty very often”)
25% of respondents did not have a driver in the household
One-third of respondents walked or used public transit to get to their destinations
52% of respondents wanted a door-to-door transit service for seniors
53% of respondents who use public transit wanted more frequent bus service
41% of respondents who use public transit had safety concerns
27% of respondents who use public transit had challenges with physical barriers
Respondents were also asked what improvements in transportation would help seniors in
Burnaby get around. A door-to-door transportation service for seniors was the most
common response (52%).4
Unfortunately, the demand for local supplemental transportation options currently exceeds
capacity. Burnaby Community Connections is unable to meet demand for medical
transportation services, while Citizen Support Services frequently gets requests from
seniors and Fraser Health Authority for volunteer drivers to take people to medical
appointments, seniors’ residences and other destinations, which is beyond their scope of
services. It is also worth noting that an unknown number of seniors utilize private
transportation services; however, such services are cost-prohibitive for the vast majority of
seniors.
3
Turcotte, M. (2008). Seniors’ Access to Transportation. Retrieved from Statistics Canada:
<www.statcan.gc.ca/pub/11-008-x/11-008-x2006005-eng.htm>.
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Voices of Burnaby Seniors. (December 2007). Voices of Burnaby Seniors, A Survey of Burnaby Citizens 55 Years and
Older. Retrieved from:
<www.burnaby.ca/__shared/assets/Social_Planning_-_Voices_of_Burnaby_Seniors4530.pdf>.
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1.3 Burnaby “Door 2 Door Bus”—A Solution?
The Burnaby D2D Bus is envisioned as a not-for-profit community shuttle service for
seniors aged 65 and over—especially for those who currently have limited transportation
options and/or have difficulty accessing important services. D2D Bus will provide door-todoor transportation from seniors’ homes to grocery stores, drugstores, seniors and
community centres, medical offices and other service locations. Arm-to-arm support and
assistance with walkers or heavy parcels are some of the key features of the proposed
service, along with the opportunity to socialize among peers. Thus, while D2D Bus will
meet a practical need for affordable, senior-friendly transportation, it also will
address the unique social needs of frail, elderly seniors.
The program will be administered by Burnaby Community Connections with
implementation planned for early-2011. D2D Bus partner agencies will likely include:
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City of Burnaby
Local businesses
Local seniors centres
Local residential care facilities
Regional / local charitable organizations
The “average” seniors’ transportation service has an annual budget of about $50,000,
according to the Beverley Foundation.5 We anticipate that yearly expenses will be in the
range of $44,000 to $50,000. The majority of these will go towards operational expenses
like driver’s wages, fuel, insurance, etc.
Prospective sources of funding include: businesses, community groups and individuals,
grants from local, provincial and/or federal government agencies, and donations from
charitable foundations, as well as passenger donations
5
Burkhardt and Kerschner, H. (2005). How to Establish and Maintain Door-Through-Door Transportation Services for
Seniors. Retrieved from: <www.stpexchange.org/HowToGuide_DoorThroughDoorTransportation.pdf>.
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1.4 Benefits of Partnering with the Burnaby D2D Bus
Benefits to corporate and foundation funders
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Increase recognition as a progressive, age-friendly organization
Strengthen relationships with fast-growing population of older adults
Support personnel who provide care for aging family members
Receive long-term community visibility at a modest cost
Increase sales by making it easier for older adults to shop in their community, or by increased
brand recognition
Showcase related transportation technology or products
Benefits to community partners
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Increase engagement, independence and well-being of older adults by reducing
transportation barriers to participation and social connection
Increase program variety and enrollment by expanding service area
Coordinate programs with other organizations for greater stability
Support older adults wanting to attend weekend events
Increase older adults participation in community/civic processes
Benefits to volunteers (by promoting or supporting the BCB)
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Increased well-being through community action
Expanded social connection
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2.0 Organizational Plan
In 2007, Voices of Burnaby Seniors (VOBS) surveyed more than 600 residents over the
age of 55 on a variety of community planning issues including transportation. The final
report found that:
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Most respondents (61%) said they had no difficulty getting to where they need to go
when they wanted to go.
33% said they occasionally had difficulty.
6% said they had difficulty fairly often or very often—especially older respondents, aged
80 and over.
Respondents were also asked what improvements in transportation would help seniors in
Burnaby get around. A door-to-door transportation service for seniors was the most
common response (52%).6
The Burnaby Door2Door (D2D) Bus will be a supplemental transportation program for
seniors living in Burnaby (i.e. complimenting existing transportation options), which will be
administered by Burnaby Community Connections. Implementation is planned for early
2011.
The following section provides a description of the program.
2.1 Mission
To offer affordable, accessible and flexible community-based supportive
transportation to enhance seniors’ well-being and independence.
2.2 Goals
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Enhance seniors’ ability to live independently and age in place.
Voices of Burnaby Seniors. (December 2007). Voices of Burnaby Seniors, A Survey of Burnaby Citizens 55 Years and
Older. Retrieved from:
<http://www.burnaby.ca/__shared/assets/Social_Planning_-_Voices_of_Burnaby_Seniors4530.pdf>.
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Connect seniors to services and programs in their community.
Develop a financially sustainable service model by partnering with community
organizations and businesses.
2.3 Description of Program Services
While new to Burnaby, there are hundreds of seniors transportation programs across North
America. There are working programs run by BC Transit in Mission, Comox and Hazelton.
There are also pilot programs in the TransLink service area (North Vancouver and West
Vancouver), although these are operated by not-for-profit service providers. Sometimes
referred to as supplemental transportation programs, they compliment traditional
transportation options in at least three important ways:
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They cater to the needs of the “older old.”
They provide additional support (e.g., arm-to-arm, door-to-door assistance).
They enable seniors to make both quantity and quality of life trips.
When older seniors have to depend on family, friends or other transportation options, they
often find that such options only provide access to services and support, but not to the fun
things in life. Both are important to the health and well being of seniors, and to the
inclusivity and livability of their communities.
The Burnaby D2D Bus is envisioned as a not-for-profit community shuttle service for
seniors aged 65 and over—especially for those who currently have limited transportation
options and/or have difficulty accessing important services. D2D Bus will provide arm-toarm, door-to-door transportation from seniors’ homes to grocery stores, drugstores,
seniors and community centres, medical offices and other service locations. (See Figure 1
for a list of popular destinations). Support and assistance with walkers or heavy parcels will
be some of the key features of the proposed service, along with the opportunity to
socialize among peers. Thus, while D2D Bus will serve a practical need for affordable,
senior-friendly transportation, it will also address the unique social needs of frail, elderly
seniors.
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Figure 1. Popular destinations — VOBS survey7
Number of
Respondents
- Medical/dental
- Library
- Drugstore
- Grocery store
- Seniors centre
- Bank
- Place of worship
636 590 634 636 572 635 528 -
Only in
Burnaby
#-% 293 46 415 70 432 68 362 57 369 65 428 67 215 41 -
Mostly in
Burnaby
#%225 35 126 21 170 27 246 39 104 18 160 25 79 15 -
Elsewhere
Never Go
#-115 12 29 25 12 44 76 -
#337 3387 3158 -
%18 2542714 -
%0.5 60.5 0.5 15 0.5 30 -
While a route-based service provides operating efficiencies, flexibility is required to support
seniors’ use of the service—a lesson learned from the North Shore Seniors Go Bus. The
proposed shuttle will follow a flexible route, deviating from major roads to make individual
door-to-door pick-ups and drop-offs within the general operating area. Riders will be
asked to call at least a day in advance to request a ride. Ongoing bookings for repeat trips
can also be arranged.
Due to provincial regulations, Burnaby Community Connections is prohibited from
charging fees for transportation services. There won’t be any cost or charge to ride but
donations, small and large, will be gratefully accepted.
From the client’s perspective, the Burnaby D2D Bus will provide:
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Transportation in a consistent and coordinated way. Riders know exactly what to
expect, which eliminates many of the worries associated with travelling.
Friendly, personalized service including assistance with parcels and “arm-to-arm”
support from home to destination and back.
An opportunity to socialize with peers and to venture out of home.
Ibid.
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Figure 2. “Frequently Asked Questions” (FAQ)
Who will be eligible for rides?
• There will not be specific eligibility requirements (i.e., no income or needs screening). While
the service is designed with older seniors in mind, adults with disabilities will also be welcome.
• Clients with dementia will be welcome to ride the D2D Bus with a companion.
What types of rides will be provided?
• D2D is open to all types of rides / trip purposes (shopping, social, recreational, medical,
etc.).
Where will transportation go?
• The service will focus on areas with higher concentrations of seniors (e.g., parts of the
northwest and southwest quadrants).
• It is anticipated that malls and grocery stores will be key destinations.
When will service be provided?
• Daytime (e.g. 9 am to 3 pm), beginning with as many service days as possible given
resources.
• Service planning will consider seniors’ shopping discount days and timing of community
programs.
• Service will also include weekends if possible.
How much will rides cost?
• Suggested donation of $2.00 and up per day.
What kinds of vehicles will be used?
• VOBS is exploring vehicle-sharing opportunities; the type of vehicles (and service days) will
depend on availability of currently underutilized vehicles within the community.
How will the program be funded?
• Through a combination of corporate sponsorship, in-kind support and grants.
Where can I get more information?
• Contact Mariam Larson, VOBS Coordinator, 604-515-1718.
2.4 Current Resources—Our Partners
Voices of Burnaby Seniors is a community-based Task Force comprised of Burnaby
seniors and representatives from agencies serving Burnaby seniors. Our goal is to make
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efforts to support all Burnaby seniors in being healthy, independent and connected
members of our community.
More specifically, VOBS wants to help all Burnaby seniors have access to:
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Affordable and accessible transportation
Good housing
Social and recreational programs
Information and programs and services available for seniors
Community support and health services.
In 2007, with funding from the Federal New Horizons for Seniors Program, VOBS
conducted a comprehensive needs survey. 659 Burnaby seniors completed the survey,
which asked about needs preferences regarding housing, transportation, support services
and social connections. The results of the survey were collected, and a report was
published in December 2007.
Burnaby Community Connections, the organization responsible for administering the
program, is a non-profit society committed to connecting people, services and community
since 1971. Originally founded as an information and referral service, the agency has
grown considerably over the years and developed new programs in response to emerging
local needs, including seniors transportation.
It is anticipated that D2D Bus partner agencies will include:
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City of Burnaby
Local businesses
Local seniors centres
Local residential care facilities
Regional / local charitable organizations
The City of Burnaby, for example, has been involved throughout the shuttle planning
process. In addition, Burnaby has an excellent network of senior-serving agencies
including a number of community / seniors centres and various support services.
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2.5 “SWOT” Analysis
Short for “Strengths, Weaknesses, Opportunities and Threats,” a SWOT analysis is a type
of study undertaken by an organization to identify its internal strengths and weaknesses,
as well as its external opportunities and threats. However, weaknesses can also be viewed
as opportunities (e.g., lack of funding versus opportunity for strengthened partnerships and
innovative funding models).
Strengths
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Demand for shuttle services demonstrated by the VOBS survey, and supported by
demographic data.
Similar programs exist locally; Burnaby can learn from their experiences.
Organizational support from the City of Burnaby’s Social Planning Department
(expertise and local knowledge).
Funding for a part-time VOBS coordinator and feasibility study provided by Lower
Mainland United Way.
Weaknesses
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Issues surrounding long-term sustainability of funding.
Restrictions on charging a fee for services due to provincial regulations.
Funding (or lack thereof) will define / limit the geographic scope and hours of service.
Opportunities
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Shuttle planning serves as an opportunity to engage a broad range of local
stakeholders in a discussion on age-friendly communities.
Promotional opportunities for businesses (sponsorship and advertising).
Increased collaboration among agencies.
Threats
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Liability issues, which will be addressed through adequate insurance.
Bus availability.
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3.0 Administrative Plan
Beyond brainstorming, program planning involves taking care of administrative details. The
purpose of this section is to show how the program will be developed administratively from
management to vehicle and insurance.
3.1 Management
!
D2D Bus will operate as a program administered by Burnaby Community Connections.
Established in 1971, the organization has a long history of “connecting people, services
and community” by…
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Helping people access community resources and services.
Creating opportunities for individuals, businesses, unions, organizations and
government to directly help those in need and build a stronger community.
Facilitating collaborative projects and community-based solutions to address complex
social issues.
Stephen D’Souza is the current Executive Director. It is also worth noting that the
organization has charitable status and is therefore eligible for grants. (Burnaby Community
Connections is able to issue tax receipts, which is desired by most donors).
Burnaby Community Connections already offers a Seniors’ Transportation Program that
connects seniors with volunteer drivers, helping those who are unable to, have difficulty
with, or cannot afford to take public or other means of transportation. It is anticipated that
D2D Bus will “eclipse” the existing Seniors’ Transportation Program, which currently only
provides service to medical-related appointments. The expansion of trip types—from
medical-related to all purposes, including social and recreational trips—will have a greater
impact on seniors’ mobility and well-being in the City of Burnaby, compared to the existing
program. Further, the D2D Bus will:
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Provide a more reliable alternative compared to relying on volunteer drivers
Serve seniors with disabilities, assuming the program is able to secure a wheelchairaccessible bus (the current program uses non-accessible passenger vehicles).
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Burnaby Community Connection’s role is to administer the program; however, given
current budget limitations, the organization is unable to financially support the program. At
a recent meeting (January 2010), Mr. D’Souza noted that additional funding—whether
through grants or corporate sponsorship—will be required to implement and operate the
program successfully.
Program partners, including VOBS and/or the City of Burnaby’s social planning division
may be able to assist with certain aspects of shuttle operations, for example, by organizing
grant applications, referring volunteers or helping interview potential drivers. While
operated by Burnaby Community Connections, the program will rely on the ongoing
support of its partners.
3.2 Staffing
There are two essential roles for service delivery: A scheduler and driver. Scheduling can
be done by a staff person at the host agency or be included in the driver’s responsibilities.
The structure for this particular program will be determined based on available resources.
According to a US-based CTAA/Beverly Foundation report titled Transportation Innovations
for Seniors: a Report from Rural America (2006), experts described drivers as…
“…the heart and soul of any transportation service…”
“…in it because they care about passengers…”
“…accounting for the personalized nature of transportation services in rural areas because
they know the names of all the passengers, their children, and their grand-children…”
Drivers serve a variety of roles above and beyond driving. According to a recent survey of
community transportation services by the Beverly Foundation (2009), the top reasons for
providing assistance to seniors were:
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Passengers need help getting in and out of vehicle (77 %)
Passengers are in danger of falling (49 %)
Passengers are unable to get to the vehicle, and passengers need help carrying heavy
loads (41 %)
Passengers need help at the destination (29 %)
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In addition, drivers often serve as a “conduit” for information. For example, the driver may
share information about other seniors’ programs, or may bring their concerns about
passengers to administrative staff to arrange for additional assistance.
As one Beverley Foundation survey respondent put it, “the entire staff here understands
that their job does not begin and end with the pick-up and drop-off of a client. It goes far
beyond that, providing comfort, support, and peace of mind to people who need it the
most.”
Drivers can be paid, volunteer, or a mix of the two. Alternatively, some organizations such
as ITN America reimburse their volunteer drivers for mileage. Whether drivers are paid and
how much depends on the organization’s budget—though decent wages and benefits
certainly help to attract and retain good drivers. Volunteer recognition awards, dinners,
prizes, and recognition in the media are also great ways of saying “thank you” for the time
and effort donated.
Of those who paid their drivers, the majority of agencies surveyed by the Beverly
Foundation indicated that wages were between $10 and $14 per hour; only 22 % of the
respondents indicated the hourly salary of their drivers averaged less than $9, while 14 %
said they averaged more than $14. Eighty-two percent of respondents indicated that they
also paid benefits to their drivers. Driver salaries / wages were generally commensurate
with regional standards—so they would likely be slightly higher than average to reflect the
higher cost of living in Metro Vancouver.
Figure 3 describes and gives examples of other common driver characteristics, which
captures the type of person that we are looking to hire.
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Figure 3. Driver Characteristics
They Like People
“All of our drivers are working here because they like people (specifically the senior
population). They are retired workers or of retirement age and are truly socially conscious and
very concerned about their passengers.”
They Treat Them Like Family
“Most of our drivers see the passengers several times a week, so they become part of their
family.”
“A driver of a senior route brings the ladies flowers on holidays such as Mothers' Day and
Easter. He also carries their pocket books and unlocks their doors.”
“Drivers take a personal interest in the passengers. When passengers are hospitalized or die,
drivers visit on their own time.”
They Are Appreciated
“I have had several comments from different senior passengers…they wouldn't be alive today
if it wasn't for our transit system.”
They Treat Them Like Mom
“In this organization we have an informal metric and an ingrained culture. It is the ‘mom’ test.
We endeavor to treat each and every passenger (especially the older ones) the way we would
demand that our mothers be treated. This is an easily understood standard that most drivers
will self-enforce.”
3.3 Vehicle and Insurance
The term “supplemental transportation program” describes a broad range of transportation
services ranging from relatively informal volunteer driver programs to elaborate,
government-sponsored shuttle systems, and everything in between. According to a recent
Beverly Foundation survey (2008), American STPs use a mix of vehicle types including
vans (64%), automobiles (45%), buses (40%), taxis (15%) and other (15%).
Government-sponsored programs were more likely to own their vehicles, whereas a
majority of non-profit organization indicated that they do not own vehicles (Ibid). However,
such organizations may have vehicle-sharing arrangements with other community service
agencies and seniors’ organizations. For example, the North Shore Seniors’ Go Bus is
borrowed from Vancouver Coastal Health’s Evergreen House care facility. Vehicle
maintenance and insurance are provided and paid for by Vancouver Coastal Health.
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In terms of vehicle types, a lift-equipped minibus would be best suited to the program,
though VOBS / Burnaby Community Connections are willing to consider a range of
vehicles. A list of potential vehicles are attached as Appendix B.
Typically, if the vehicle is owned by the program, the program carries the primary insurance
on the vehicle and the activities related to providing door-through-door transportation. In
addition to vehicle insurance, an organization may want to consider options such as
commercial or non-profit liability insurance and workers’ compensation.8
The amount of insurance, if required, will be determined by a risk management
professional based on the loaner vehicle’s existing insurance policy among other factors.
Insurance requirements will be reflected in a comprehensive legal agreements between the
Burnaby Community Connection and the Lender to ensure that all parties are sufficiently
protected. The contract will also describe any cost-sharing agreement for maintenance,
insurance and other vehicle related expenses, if applicable.
Figure 4. North Shore Seniors Go Bus Exterior and Interior
8
Burkhardt and Kerschner, H. (2005). How to Establish and Maintain Door-Through-Door Transportation Services for
Seniors. Retrieved from: <www.stpexchange.org/HowToGuide_DoorThroughDoorTransportation.pdf>.
20
4.0 Budget Information
Figure 5 outlines anticipated expenses. Key points include the following:
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Administrative costs (“administration of the service”) will amount to less than or equal to
7% of the total budget: $3,120 per year.
The driver’s wages account for approximately 70% of the costs, reflecting the
significant role of the driver in service quality and success.
In-kind contributions from partners—especially the use of a vehicle—will help to keep
costs low. The City of Burnaby could potentially help with some of the marketing costs
(e.g., assistance with route planning, in-house photocopying, advertising in the
Burnaby Senior Citizens’ Telephone Book, etc).
Total operational funds required: approximately $48,000 to $50,000 per year, based on
the following assumptions.
See Appendix C for Burnaby Community Connection’s 2008 Financial Statements.
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Figure 5. Anticipated annual operating costs
Expense Item Cost per
Year
Driver’s wages
Fuel
Assumptions / Notes
$30,000 - Three 8-hour days per week, assuming 52 weeks per year. ($24
per hour, including cash in lieu of benefits).
$7,800 - $50 per day, three days per week.
Dedicated cell
phone
$720 - $60 per month.
Magnetic bus
signage
$500 - Subsequent years might cost between $200-$600 depending on
wear-and-tear.
Marketing --(brochures,
copying and
advertising)
$1,000 - A higher marketing budget ($2,000-$4,000) and/or in-kind
contributions would increase our ability to promote the program,
e.g., though newspaper ads.
Use of vehicle
In-kind - We hope to secure a free bus-sharing agreement (little to no cost)
to keep costs down. While buying a vehicle is cost-prohibitive, a
small contribution may be possible.
Vehicle
maintenance
$875 - 200 km per day, three days a week at $0.028 per km—based on
CAA’s Driving Costs, 2009 Edition, which assumes 18,000 km are
driven per year.
Vehicle
insurance
$3,900 $25 per day, three days per week.
Administration
of service
$3,120 - 2 hours per week at $30 per hour (to respond to questions about
the service, take care of accounting, etc.; does not include time
spent arranging trip, which will fall under the driver’s
responsibilities).
TOTAL
$47,915- Plus legal fees for contract at start-up.
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5.0 Marketing Plan
Serving as the foundation of any well-written business plan, a marketing plan is simply a
written document that outlines the steps that an organization will take to achieve its
objectives—in this case, to implement a seniors’ door-to-door shuttle service for seniors
living in Burnaby.
The D2D Bus model is based on a multi-stakeholder partnership that has provided
transportation on the North Shore since 2005, following the donation of a bus and a
receipt of a small grant. Three years later, in 2008, 6,388 one-way trips were made with
the North Shore Go Bus (44.7 riders per day), confirming the model’s success. Like the
North Shore Seniors Go Bus, the D2D Bus would stop at a number of locations including
drugstores, grocery stores, medical centres, senior centres, seniors’ housing sites,
community centres and other important services.
The following section addresses the components of a marketing strategy by:
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Identifying existing transportation services and gaps (what, where, when)
Defining potential users (who, why)
Outlining public and private funding opportunities (how)
Identifying outreach strategies (how)
The Marketing Plan concludes with a checklist of actions (our “to-do list”).
5.1 Market Analysis
The following provides a “snapshot” of the physical and social geography of Burnaby.
Drawing on a variety of sources, our market analysis illustrates the needs for a
supplemental transportation program among certain populations of seniors. The D2D Bus
is specifically designed for transportation-disadvantaged seniors who cannot drive or take
transit due to financial, physical or cognitive difficulties. Research shows that women and
lower-income seniors are particularly vulnerable.
23
Land Use
Located immediately east of Vancouver, the City of Burnaby is the third largest city in
British Columbia with a population of approximately 203,000 people.9 The City is divided
into four quadrants, each having its own Town Centre. These four town centres are
Brentwood, Lougheed, Edmonds and Metrotown, as shown in Figure 6.
Figure 6. Burnaby’s four quadrants 10
While each Town Centre has a unique character, all are targeted to provide a concentration
of jobs and housing, a variety of shops, services and community facilities. However, as the
distance from each town centre increases, there is generally a progressive decrease in
residential and commercial density. This is particularly an issue because amenities such as
grocery shopping and medical centres are less likely to be within walking distance.
Walkscore.com, for example, gives Patterson Avenue at Rumble Street (in the southwest
quadrant) 31 out of 100, describing the intersection as being car dependent: “Only a few
Statistics Canada. (2006). 2006 Community Profile—Burnaby, BC. Retrieved from Community Profile
database: <http://www12.statcan.ca/census-recensement/index-eng.cfm>.
9
10
Ibid.
24
destinations are within easy walking range. For most errands, driving or public
transportation is a must.”11 This is true of many residential pockets throughout Burnaby.
The predominant land use within the residential category is one- or two-family homes (see
Figure 7). As noted in Burnaby’s Official Community Plan,
A major influence on the Region over the next 30 years will be the aging of the large “baby
boom” generation. This middle-aged group has the highest preference for ground-oriented
housing (single-family, townhouse and duplex dwellings) and automobile use… 12 following
current trends in land use and transportation as seen in Burnaby today.
Demographics
In the Vancouver Census Metropolitan Area, the population of seniors aged 65 and over is
expected to double—from 12.8% in 2006 to 25% by 2040, according to TransLink
estimates.13 Metro Vancouver predicts that as early as 2031, a quarter of the population
could be over the age of 65 based on current demographic trends. Already some areas
have a higher concentration of seniors than others, including White Rock (28 percent) and
West Vancouver (23 percent).14
The City of Burnaby has a slightly higher percentage of seniors aged 65 and over
compared to the region as a whole, as shown in Figure 8. In 2006, more than one out of
eight (13.8%) of Burnaby residents were over the age of 65. Younger seniors aged 65 to
79 accounted for 21% of the Burnaby population while older seniors aged 80 and over
represented 3.9% of the city’s total population in 2006.15
11
Walk Score calculates the “walkability” of an address based on its distance to nearby amenities. A score of 0 means
driving only whereas 90 and above indicates that most errands can be accomplished on foot and many people get by
without owning a car. Walk Score. 2010. Retrieved from: <www.walkscore.com>.
12
City of Burnaby. (2007). Official Community Plan. Retrieved from:
<www.city.burnaby.bc.ca/cityhall/departments/departments_planning/plnnng_plans/plnnng_plans_offclc.html>.
13
TransLink. (2007). Transport 2040 Backgrounder. Retrieved from the BC Legislative Library:
<www.llbc.leg.bc.ca/public/pubdocs/bcdocs/435019/backgrounder.pdf>.
14
Metro Vancouver. (2006). 2006 Census Bulletin #3—Population by Age. Retrieved from:
<www.metrovancouver.org/about/publications/Publications/Census2006_PopbyAge_Bulletin_3.pdf>.
15
City of Burnaby. (2007). Social and Demographic Trends in Burnaby and Neighbouring Communities, 1986 to 2006.
Retrieved from: <www.city.burnaby.bc.ca/__shared/assets/Social_and_Demographic_trends_in_Burnaby5921.pdf>.
25
Figure 7. Existing generalized land use map16
16
Ibid.
26
Figure 8. Age proportions—Burnaby and neighbouring communities, 2006 17
Age Group
0-4
Burnaby
New Westminster
4.7% 4.9% -
North
Richmond
Shore
4.5% 4.5% -
Surrey
Tri-Cities
6.2% -
5.2% -
Vancouver
Metro
Vancouver
4.3% 9.0% -
5-19
16.3% -
14.3% -
18.9% -
17.9% -
21.1% -
20.8% -
13.6% -
17.8% -
20-44
38.8% -
39.2% -
30.5% -
35.1% -
35.3% -
36.1% -
43.2% -
37.1% -
45-64
26.3% -
28.0% -
30.3% -
29.8% -
26.0% -
28.0% -
25.8% -
27.2% -
65-79
9.9% -
9.2% -
11.1% -
9.4% -
8.5% -
7.5% -
9.4% -
9.2% -
80+
3.9% -
4.4% -
4.8% -
3.4% -
3.0% -
2.3% -
3.8% -
3.6% -
100% -
100% -
100% -
100% -
100% -
100% -
100% -
100% -
Of all four quadrants, the southwest quadrant had the most seniors in 2006 (10,170
people over 65). For example six out of ten Planning Study Areas (PSAs) in the southwest
quadrant had more than a 1,000 seniors, including Clinton-Glenwood, Maywood, Garden
Village, Cascade-Schou, Douglas-Gilpin and Marlborough. Maywood, in particular, had
more seniors in all three categories (65 and over, 80 and over, 85 and over) with 2,340
seniors in total—half of whom were at least 80 years old.
The northwest quadrant had the second highest number of elderly residents (6,255 people
over 65). Burnaby Heights, Willingdon Heights and Brentwood each had more than a
thousand seniors.
While there were almost as many seniors in the southeast quadrant (5,650 people over
65), Richmond Park was the only PSA with more than a thousand seniors.
In comparison, the northeast sector had the least seniors of all four quadrants (4,335
people over 65). However, seniors were more likely to live in one of three PSAs—SperlingBroadway, Lochdale or Cameron—which each had more than a thousand seniors.
Of the four Town Centres, Loughheed (Lakecity) and Edmonds (Stride Avenue) had
significantly fewer seniors compared to Brentwood and Metrotown (Maywood) and (290,
570, 1,135 and 2,340 seniors, respectively), corresponding with the geographic
distribution of seniors by quadrant.
The UniverCity community on Burnaby Mountain and Big Bend area to the south both had
less than 100 seniors. (Both PSAs have large protected natural areas in addition to other
non-residential land uses.)
17
Ibid.
27
Figure 9. Population of seniors by Planning Study Area (PSA), 2006
Planning Study Area
Citywide
Quadrant
65 and over
26,550
80 and over
6,830
85 and over
2,980
1
Burnaby Heights
NW
1,115
395
215
2
Willingdon Heights
NW
1,590
495
215
3
West Central Valley
NW
145
10
0
5
Brentwood
NW
1,135
300
70
6
Capitol Hill
NW
790
200
55
7
Parkcrest - Aubrey
NW
905
210
55
10
Government Road
NE
575
125
90
11
12
Sperling - Broadway
Lochdale
NE
NE
1,125
1,095
230
235
105
130
13
Westridge
NE
205
55
40
14
Burnaby Mountain
NE
10
0
0
15
Lake City
NE
290
45
10
16
Lyndhurst
NE
385
80
50
17
Cameron
NE
1,225
320
130
18
19
Cariboo - Armstrong
Second Street
SE
SE
590
525
105
45
45
115
20
Edmonds
SE
570
80
45
21
Stride Avenue
SE
960
280
195
22
Stride Hill
SE
460
50
10
23
Big Bend
SW
90
10
0
24
Clinton - Glenwood
SW
630
165
50
25
Sussex - Nelson
SW
1,225
365
190
26
Suncrest
SW
200
45
25
27
Maywood
SW
2,340
790
325
28
Garden Village
SW
1,320
415
155
29
Cascade - Schou
SW
1,085
285
150
30
Douglas - Gilpin
SW
1,050
205
75
31
Marlborough
SW
1,460
420
180
32
33
Windsor
Kingsway - Beresford
SW
SE
560
600
100
130
35
40
34
Richmond Park
SE
1,020
295
145
35
36
Morley - Buckingham
Lakeview - Mayfield
SE
SE
450
475
70
85
25
30
37
Oakalla
SW
210
50
10
28
29
Existing Transportation Services
Compared to many other communities in North America, Burnaby is relatively fortunate to
have a broad range of existing transportation services and programs. These include:
Conventional Transit: TransLink provides over twenty bus routes that run throughout
Burnaby, including the 97 B-Line, seventeen conventional bus routes (100, 101, 106, 110,
112, 116, 123, 125, 129, 130, 134, 135, 136, 143, 144, 145, 430) and six community
shuttle routes (C1, C2, C5, C6, C7, C25). Bus frequency varies from every four to five
minutes for the 135 (Burrard Station/SFU, peak hour) to every thirty minutes (most routes,
midday). Cost: $1.75 to $3.50 for customers who are 65 and over depending on distance,
or $45 yearly with a BC Bus Pass for low-income seniors (all zones).
HandyDART: TransLink also provides an accessible transit service for people with
disabilities using smaller buses. HandyDART offers two types of service: Subscription trips
that are taken regularly or weekly and casual trips taken on a one-time basis. To apply,
prospective users must have a doctor complete an application form verifying the type and
nature of the applicant’s disability. Cost: Between $2.50 and $5.00 depending on distance.
Taxi Savers Program: Similar to HandyDART, TransLink’s Taxi Savers program is for
residents of the Metro Vancouver region who have a HandyCard (a photo identity card
issued by TransLink). To be eligible for HandyCard a person must have a physical or
cognitive disability that prevents the use of conventional transit without assistance.
Customers may call the participating taxi company of their choice and book service
directly. Cost: Taxi Saver coupons with a total face value of $50 are sold to a HandyCard
holders for $25.
Burnaby Community Connections: Burnaby Community Connections operates a
volunteer driving program for seniors who can neither drive nor take transit, to and from
medical-related appointments in Burnaby. Clients must book at least five business days in
advance. Cost: Small suggested donation.
Citizen Support Services: Citizen Support Services assists seniors by providing a range
of programs, such as the Gadabouts recreational outing program. Gadabouts offers
monthly scenic drives, special events and luncheons to housebound seniors who need
assistance to get out of the house and socialize with their peers in a supportive
atmosphere. Citizen Support Services also offers a lunch program using volunteer drivers
to bring clients to and from their home. Volunteer drivers use their own vehicles to
transport seniors to and from these events. Cost: Small suggested donation.
30
Seniors Services Society: Based in New Westminster, the Seniors Services Society
coordinates a transportation service for isolated seniors. Volunteer drivers provide door-todoor transportation for medical and other appointments in their own private vehicles. Cost:
Suggested donation of $8.00 (return trip) for local travel within New West, or $0.50 per
kilometer between New West and neighbouring communities.
Private services: There are also a number of private companies offering “companion
services,” including transportation; however, they tend to be expensive. Cost: $60 per hour
for Driving Miss Daisy but varies by company.
Needs Assessment: Transportation Gaps
Being able to get around often becomes an issue as people age, especially when it’s time
to “hang up the keys.” According to a report published by Statistics Canada, groups that
are more likely to face transportation challenges include:
•
•
•
•
•
•
Seniors aged 85+ (“old old”)
Seniors who lack access to a vehicle (as a driver or passenger)
Seniors who have difficulty accessing public transit
Seniors with lower household incomes (less than $20,000 per year)
Seniors living in rural areas
Women aged 65+
For example, among 75- to 84-year-olds, the study found that 83% of men had vehicle
access as a driver compared to only 45% of women. Among those 85 and older, the
proportion of men able to drive a household vehicle was twice as high, at 66% versus 33%
of women. In short, men are much more likely to have access to a household vehicle than
their female counterparts.
Similarly, wealthier households tended to have better access to transportation: “90% of
seniors living in households with incomes over $40,000 owned a vehicle and had access
to it as a driver; almost no senior in this income category struggled with inadequate
transportation.” In contrast, 13% of seniors from low-income households (defined as
earning $20,000 or less per year) lacked sufficient access to transportation.
31
Not surprisingly, seniors aged 85 and over were much more likely to be limited in their
ability to “get around town” than 65- to 74-year-olds.18
Figure 10 compares the level of access to transportation available by sex, age, education
and household income.
Figure 10. Seniors’ access to transportation 19
The same study by Statistics Canada found that restricted access to transportation can
have a direct impact on seniors’ quality of life and one’s ability to live an active life. The
results of the study’s statistical model “clearly show that when a person has access to
neither public transport nor a household vehicle, they have a higher probability of not
leaving the house…” The predicted probability that people with limited access to
transportation would stay at home was 49%. Conversely, seniors with better transportation
are more likely to leave their house on a given day and are more likely to engage in
volunteer activities.20
18
Turcotte, M. (2008). Seniors’ Access to Transportation. Retrieved from Statistics Canada:
<www.statcan.gc.ca/pub/11-008-x/11-008-x2006005-eng.htm>.
19
Ibid.
20
Ibid.
32
Focusing on the City of Burnaby, a 2007 survey by the Voices of Burnaby Seniors (VOBS)
found that a significant number of seniors living in Burnaby have difficulty getting around.
Published in a report by the Burnaby Seniors’ Interagency Society, the survey of
approximately 640 Burnaby residents found that:
•
•
•
•
•
•
•
39% of respondents said they had difficulty getting to where they need to go when
they wanted to go (difficulty ranged from occasional difficulty to difficulty very often)
25% of respondents did not have a driver in the household
One-third of respondents walk or use public transit to get to their destinations
52% of respondents wanted a door-to-door transit service for seniors
53% of respondents who use public transit wanted more frequent bus service
41% of respondents who use public transit had safety concerns
27% of respondents who use public transit had challenges with physical barriers
Respondents were also asked what transportation challenges they experienced when
using public transit. Among the 411 qualitative responses were, the most common
challenges were:
•
•
•
Safety concerns (41%)
Time (34%)
Cost (23%)
For example, comments included the following:
•
•
•
“With new buses, seniors and people with disabilities face the back of the bus and go
flying when the bus stops There are no bars to help pull yourself up when you get on.”
“Make it mandatory for bus drivers to wait till [sic] we sit down before taking off and
make sure not to leave until people have both feet on the sidewalk.”
“Crowded buses and SkyTrain, waiting in the rain at bus stops, no seats at bus
stops…”
Many survey respondents had concerns with the accessibility of the conventional transit
system, including:
•
•
•
•
Drivers not waiting for seniors to get seated on the bus
Not having room for walkers or other mobility aids
Too many steps to get on/off buses (old TransLink vehicles)
Lack of handholds on buses
33
•
Concerns with other passengers taking seats reserved for seniors and people with
disabilities
In addition, not all bus stops are accessible. In fact, slightly fewer than half (45%) of active
bus stops in the City of Burnaby are wheelchair accessible. Until recently, TransLink’s old
accessible bus stop plan applied to wheelchairs only and not to any other accessibility
issues such as cognitive and sensory impairments. Yet as TransLink notes, “As the first
point of entry to the transit system, bus stop accessibility is vital.”21
There are also a number of issues surrounding TransLink’s custom transit services, which
includes HandyDART door-to-door services and the Taxi Saver program. As noted in one
of TransLink’s Access Transit reports: “Up to 70% of HandyDART service is used for
medical and social service trips leaving very little service available for users to engage in
social, recreational or other activities.”22
Equally important is the fact that seniors have different needs and wants compared to
other HandyDART users. The one-size-fits-all model of paratransit (forms of transportation
that are more flexible and personalized than conventional fixed-route, fixed schedule
transit) fails to recognize the benefits of socializing among peers. Indeed, it can be argued
for all transit-users that the experience of travelling is as important as getting to the
destination itself, especially if the experience is a negative one. How you get there can be
just as important as where you are going.
The Beverley Foundation aptly describes the situation facing many communities and the
corresponding need for alternative transportation:
“While it is estimated that 80% of [American] adults age 65+ are licensed drivers, research
suggests that many of the “old old” or those in the age 85+ age group will outlive their
driving expectancy and become dependent on transportation options other than driving
their car. Supplemental transportation options are organized to complement traditional
transportation. They target older adults who choose not to drive or cannot drive because
of financial, physical or mental limitations. Thus, it is the 85+ age group that often has the
greatest need for and is targeted by supplemental transportation options.”23
21
TransLink. (June 18, 2007). Access Transit Plan. Retrieved from the BC Legislative Library:
<www.llbc.leg.bc.ca/public/pubdocs/bcdocs/416137/accesstransitplan.pdf>.
22
Ibid.
23
Beverley Foundation. (October 2008). STPS in America. Retrieved from:
<www.beverlyfoundation.org/library/transportationoptions/factsheet.vol.1.no.3.STPs.America.pdf>.
34
Figure 11. What is Disability?
At one point in our lives, many of us will experience some form of disability, whether temporary
or permanent. Despite this statistic, the concept of disability can be difficult to understand
because it takes on many different shapes and forms; because it means so many things,
disability is a condition that is not always observable.
The World Health Organization offers the following definition:
“Disabilities is an umbrella term, covering impairments, activity limitations, and participation
restrictions. An impairment is a problem in body function or structure; an activity limitation is a
difficulty encountered by an individual in executing a task or action; while a participation
restriction is a problem experienced by an individual in involvement in life situations. Thus
disability is a complex phenomenon, reflecting an interaction between features of a person’s
body and features of the society in which he or she lives.”
There are many different types of disabilities such as:
•
•
•
•
•
•
Hearing: Difficulty hearing what is being said in a conversation.
Seeing: Difficulty seeing ordinary newsprint or clearly seeing the face of someone.
Speech: Difficulty speaking and/or being understood.
Mobility: Difficulty walking half a kilometre or up/down stairs, carrying objects such as
groceries or standing for long periods.
Memory: Frequent periods of confusion or difficulty remembering things, often associated
with Alzheimer’s disease, brain injuries or other similar conditions.
Developmental: Cognitive limitations due to the presence of a developmental disability or
disorder, such as Down syndrome or autism.
Unfortunately, the demand for local supplemental transportation options currently exceeds
capacity. Burnaby Community Connections is unable to meet demand for medical
transportation services while Citizen Support Services frequently gets requests for
volunteer drivers to help run errands, which is beyond their scope of services. It is also
worth noting that private transportation services exist—to help fill this gap in seniors’
transportation—but are cost-prohibitive for the vast majority of seniors.
In summary, HandyDART and conventional transit fulfill basic transportation needs but do
not provide the kind of experience that seniors’ transportation programs typically provide—
a personal connection with the driver and other riders, a consistent level of service and
arm-to-arm assistance when needed. The D2D Bus shuttle will serve a functional purpose
while delivering social benefits (e.g., mental and physical well-being) at the same time.
Specialized transportation services are typically needed because an individual does not
have access to an automobile or is unable to use fixed-route public transportation because
of disability or because of the nature of the trip he or she wishes to make. For example, a
35
client might take HandyDART to and from medical appointments but have trouble arranging
transportation to visit friends. D2D Bus’s purpose would be to fill such niches.
Seniors transportation programs complement rather than replace existing transportation
services.
Eligibility
In Canada, anyone over the age of 65 qualifies as a “senior citizen,” yet seniors as a whole
are far from being a homogenous group. For instance, most seniors do not fit the
traditional stereotype of the frail, elderly pensioner. As J.L. Fozard, a notable biomedical
gerontologist, points out, “Intrinsic variability in aging resulting from genetic influences are
amplified by environmental factors such as differential exposure to disease, environmental
pollutants and carcinogens, lifestyle variations, and variability in the manmade
environment.”24 In short, aging is uniquely experienced among persons that might have the
same numeric age.
Who will be eligible for the D2D Bus? The short answer is “everyone,” so long as they live
near the bus route. An “open door” eligibility policy will be one of the cornerstones of the
service. Interestingly, the North Shore Go Seniors Bus Study found that older seniors, 80
and over, tend to “self-select” themselves as program recipients, whereas significantly
fewer younger seniors ride the shuttle. Thus, the longer answer is that while there are no
specific eligibility requirements, it is anticipated that highly independent seniors who can
drive or take transit at their leisure will generally prefer to do so. While designed with
seniors in mind, adults with disabilities will also be welcome to use the service.
To make the program more “disability-friendly,” caregivers or family members will be
welcome to ride free of charge.
5.2 Potential Funding Sources
Economic considerations are a key factor when planning a supplemental transportation
program for seniors. As Burkhardt and Kerschner note in their report, How to Establish
and Maintain Door-Through-Door Transportation Services for Seniors, “Any transportation
service needs dependable resources for hiring staff; vehicles (if purchased by the program);
24
Fozard, J.L. (2000). Sensory and Cognitive Changes with Age. In K. Schaie & M. Pietrucha (Eds.), Mobility and
Transportation Among the Elderly (97-124). New York, NY: Springer.
36
gas and maintenance; reporting to sponsors; and the many other functions necessary for
organizational survival.”25 Even volunteer driver programs require operational funding.
Funding for seniors’ transportation programs often comes from a variety of sources, both
private and public, such as:
•
•
•
•
•
•
Seed funding
Ongoing service operation grants
Corporate sponsorship
In-kind contributions
Pledges/promises to give
“On board” donations
Ensuring a consistent flow of funding, however, is a significant challenge for most nonprofit organizations. At one time or another, nearly all non-profits worry about funding—or
more accurately the lack of it.
A study by the Beverley Foundation, for example, found that the top challenge in securing
funding was “getting grants to support operations,” an issue for 68% of respondents.
Other challenges included: “getting charitable donations from private individuals” (56%);
“getting businesses to contribute to our program” (41%); and “getting community groups
to contribute to our program” (37%).26 The majority of respondents (85%) indicated that
they were currently considering ways to increase funding. It was felt that additional funding
would enable their organizations to increase service—for instance, more service hours or
additional staff and drivers. Of those who received new funding in 2009, the top priorities
for expanding service identified by respondents were for: increased mileage
reimbursement (or incentives) for volunteer drivers; payment for taxi rides; expansion of
service capacity or service area; development of travel training programs; and hiring new
staff (including mobility managers).
A key question is “how do we ensure that our organization has a sustainable source of
funding?” The Beverly Foundation offers a number of practical solutions:
25
Burkhardt, J. & Kerschner, H. (2005). How to Establish and Maintain Door-Through-Door Transportation Services for
Seniors. Retrieved from: <http://www.stpexchange.org/HowToGuide_DoorThroughDoorTransportation.pdf>
26
Beverley Foundation. (December 2009). Financing Programs and Services in Seniors Transportation Programs.
Retrieved from: <www.stpexchange.org/Financing%20Transportation%20Services%20Report_12-09.pdf>.
37
Develop partnerships
•
•
•
•
Share information with similar programs.
Join local special needs transportation planning groups.
Network with transportation people (e.g., Ministry of Transportation and Transport
Canada).
Connect with other service providers, local planners and elected officials.
Enhance communication
•
•
•
•
•
•
Create a public awareness campaign about needs of aging population to get places
safely that elevates perceptions to recognize relationship between assisted
transportation and the ability to maintain independence at home and delay life in an
institutional setting.
Make local politicians aware of services and ask for recommendations.
Convince health care providers that transportation benefits them.
Motivate more family members of seniors to donate funds.
Make sure the service is visible in the community so that local businesses will be
encouraged to support it.
Tell the story of the people using the service and the impact on their lives.
Do research
•
•
•
•
•
Develop GOOD QUANTITATIVE DATA (not just anecdotes) about your community’s
senior transportation needs. Educate yourself and your community about what is
already out there and what is needed.
Make sure to have good records and statistical information for grant applications.
Track business and medical provider destinations and solicit destinations.
Know about the best search engines and websites for new funds.
Know the names of local foundations that fund initiatives related to aging and/or
transportation.
Look to transportation services
•
•
•
Work with your local transportation provider, not against them.
Engage in more collaboration and advocacy among senior transportation providers.
Form viable partnerships with transit.27
27
Burkhardt, J. & Kerschner, H. (2005). How to Establish and Maintain Door-Through-Door Transportation Services for
Seniors.
38
Another important strategy is to maintain a range of varied funding sources—for instance,
applying for several grants that look promising, soliciting donations from local businessess,
and collecting donations from riders. By the same token, from a purely administrative
perspective, it makes more sense to concentrate on a few major sources of funding rather
than piecing together a dozen or more smaller grants/gifts.
Grantseeking
Applying for a grant is more than just “writing the proposal”—otherwise more groups
would be successful in their pursuit of grant money. The key to grantseeking is coming up
with an innovative, thoroughly developed project for the grant proposal. Proposals should
focus on several key needs, and must explain how the group will use the award money to
address these needs in a measurable way. As New and Quick observe: “Funders don’t just
fund good ideas. They fund well-thought out, workable projects,” described in a way that
clearly explains, “what you intend to do in the project, what resources your organization will
contribute, and what role the funder is asked to play.”28
Grant guidelines are issued by most larger foundations, and are either available on the
foundation’s website or by request.
A list of grants that are relevant to seniors, people with disabilities, seniors and community
health services is provided in Appendix A. Key opportunities include:
City of Burnaby Grant: Applications must be received no later than May 15 of each year.
Vancity Community Project Grant: Provides up to $10,000 for projects that focus on
acting on climate change, facing poverty and growing the social economy. Applications
that demonstrate work in two or more of these areas are preferred, as are those that focus
resources specifically on marginalized people. Grants are awarded three times per year.
Westminster Savings Foundation: Provides funding to three sectors in approximately
equal amounts: (1) Education, (2) Health, (3) Social Services, Youth Activities and Culture.
Past recipients have included the Bonsor Seniors Society and Seniors Services Society as
well as the Burnaby Seniors Outreach Services Society ($10,000). Deadlines to submit
applications to the Westminster Savings Foundation are July 10 and December 10 of each
year.
28
New, C.C., & Quick, J.A. (2002) How to Write A Grant Proposal. New York, NY: John Wiley & Sons.
39
Corporate Sponsorship
Sponsorship involves supporting an event, activity, person or organization, through cash or
in-kind products or services. Not to be confused with philanthropy, corporate sponsors are
mostly self-interested: “They are looking for opportunities to improve their market share,
increase sales, enhance employee morale, or meet their own needs.”29 An organization
needs to be able to demonstrate that for every dollar they receive, a certain amount of
benefit is returned to the dollar. Generally speaking, types of “payback” might include...
•
•
•
Sponsored events that recognize the donors’ contributions
Publicity (news coverage, advertising in a publication that the organization produces,
magnetic ads on the outside of the shuttle)
Corporate involvement (volunteer opportunities)
In short, sponsors want to know, “What’s in it for our organization?” A letter to potential
sponsors could tout the following benefits:
•
•
•
•
Build a strong relationship with this fast-growing community of older adults in Burnaby
and beyond;
Support your employees and their families by promoting livable, age-friendly
communities;
Take advantage of tax-deductions for all cash or in-kind contributions, big or small. It all
counts!
Be recognized as a community leader in promotional materials.
The Burnaby Board of Trade’s online member directory is an excellent resource for
collecting information about local companies, particularly if targeting a specific industry
(e.g., transportation).30 Figure 12 also provides a list of top companies in Burnaby that are
worth contacting.
29
Young, J., Wyman, K., & Swaigen, J. (2002). Fundraising for Non-profit Groups. North Vancouver, BC: Self-Counsel
Press.
30
Burnaby Board of Trade. (2009). Membership and Resource Directory. Retrieved from:
<www.bbot.ca/index.php?option=com_content&task=view&id=268>.
40
Figure 12. Top 10 companies in Burnaby31
Company
Name
Description
Contact
Mailing Address
Top Five Private Companies Ranked by 2006 Revenue
Best Buy
Canada Ltd.
Consumer
electronics retailer
Jimmy Mak
778-452-2256
4805 Kingsway
Burnaby, BC V5G 4K4
HY Louie Co.
Ltd.
Grocery distributor
604-421-4242
2821 Production Way
Burnaby, BC V5A 3G7
Pacific Blue
Cross
Group insurance
carrier
Lisa Muir, Regional Account
Manager
604-419-2000
PO Box 7000,
Vancouver, BC V6B 4E1
Inland Group
Truck & heavy
equipment dealer
Jim Beiderwieden, President
604-299-7730
2482 Douglas Road
Burnaby, BC V5C 6C9
Carter
Automotive
Group
Automotive dealer
604-291-2266
4550 Lougheed Highway
Burnaby, BC V5C 3Z5
Top Five Public Companies Ranked by 2006 Revenue
Taiga Building Building products
Products Ltd. distributor
604-438-1471
800 Kingsway
Burnaby, BC V5H 4T9
Glentel Inc.
Wireless
communications
Thomas Skimore
604-431-2302
8501 Commerce Court
Burnaby, BC V5A 4N3
Xantrex
Technology
Inc.
Gateway
Casinos
Income Fund
Advanced power
electronics
604-422-8595
8999 Nelson Way
Burnaby, BC V5A 4B5
Gaming
Lui Garcea, Manager,
Marketing and Promotion,
604-412-0166
300 - 4621 Canada Way,
Burnaby, BC V5G 4X8
604-454-0900
9000 Glenlyon Parkway,
Burnaby, BC V5J 5J8
Ballard Power Fuel cell
Systems Inc. manufacturer
31
City of Burnaby. (no date). Burnaby Profile, Quick Facts. Retrieved from: <http://www.city.burnaby.bc.ca/__shared/
assets/More_About_Burnaby_-_Quick_Facts5387.pdf>.
41
In-Kind Donations
Organizations that provide supplemental transportation services will often receive in-kind
contributions from members, public agencies, businesses, skilled professionals and/or
others. An in-kind contribution is simply a non-cash input which can be given a cash value.
Some examples are: Free use of a vehicle and/or maintenance, advertising, and assistance
with planning from local government agencies. In-kind donations help to keep the donee’s
costs down, while donors may receive public acknowledgment of their generosity and
involvement in the community, and an oft-appreciated tax write-off if the organization is a
registered charitable organization.
Having free or low-cost access to a vehicle will help ensure the financial sustainability of
the program. Potential partners who have mini-buses or vans include:
•
•
•
•
•
•
•
•
•
•
•
Chevron
Bonsor Recreation Complex
Confederation Recreation Complex
The Mulberry Retirement Home
New Vista Care Home
St. Michael's Centre
Amica at Rideau Manor
Portuguese Canadian Seniors Foundation
Harmony Court Estate
Services for Seniors Program
Jack Bell Foundation
See Appendix B for contact information.
Onboard Donations
Due to the South Coast British Columbia Transportation Authority Act and the
Passenger Transportation Act, a fee cannot be charged for this service. The D2D Bus
service will be free, although donations will gladly be accepted. D2D Bus could have
“suggested donation” (e.g., $2) to help cover the cost of gas.
The North Shore Seniors Go Bus has a “pay what you can” policy. In 2008, they received
$7,627.33 in donations, which accounted for approximately one-fifth of operating costs.
The average revenue was $1.19 per rider, per day.
42
Planned Giving
Planned giving is a set of ways a donor can leave money/assets to a non-profit at his or
her death. A planned gift can offer substantial tax and estate planning benefits while
allowing the donor to make a larger and more lasting gift to the community.
“Leave a Legacy” campaigns are grassroots public awareness programs by charities to
promote planned giving locally. The intended result is to increase the number of planned
gifts from donors to charitable organizations:
“By endorsing the LEAVE A LEGACY™ program, organizations can help raise awareness
about the importance of making a gift from an estate to charity. The ultimate outcome is an
increase in estate gifts that support the work of charities, the work that enriches all our
lives in all of our communities.”32
Local members include larger organizations such as the BC Cancer Agency as well as
smaller non-profits like the North Shore ConneXions Society and the West End Seniors'
Network Society. Information about the Greater Vancouver Leave a Legacy chapter is
available online.33
5.3 Outreach and Community Relations
Promotion of the shuttle has two distinct purposes: First, to gain support from the
community and develop ridership; and secondly, to attract grant and donor funds.
Relationship building with community partners is an integral part of our outreach strategy.
Additional marketing strategies include programming for television and print media. The
following sections outline various community-based organizations with whom VOBS could
potentially partner.
Seniors Organizations
Seniors organizations are a great place to advertise since D2D Bus is geared towards a
similar clientele. It is anticipated that seniors’ centres will be a popular destination, so it
32
Leave a Legacy. (2010). Involve Your Organization: Partnering. Retrieved from:
<www.leavealegacy.ca/program/involve>.
33
Leave a Legacy. (2010). Greater Vancouver. Retrieved from:
<www.leavealegacy.ca/program/help/locate/greater-vancouver>.
43
makes sense to advertise the service at such organizations. Some of the seniors’ centres
in Burnaby include:
•
•
•
•
•
•
•
•
•
•
Bonsor
Cameron
Confederation
SAKI (South Asian) seniors at Confederation
North Burnaby Retired Association (Chinese seniors) at Confederation
Edmonds Seniors’ Recreation Centre
Asian Friendship Society at Edmonds
Newcomers group (Iranian senions)
Burnaby Seniors Outreach Services Society
South Burnaby Neighbourhood House
The Burnaby Senior Citizens’ Telephone Book, published by City of Burnaby: Citizen
Support Services, provides a comprehensive directory of senior-friendly organizations.
Seniors Residences
The Seniors Housing Directory of BC provides a list of seniors’ residences in Burnaby.
Because many of the private residences offer their own outings, D2D Bus will concentrate
on serving not-for-profit housing types.34
Postering at seniors residences (with permission from management) is a low-cost but
effective marketing strategy.
Community Health Service Providers
Community health service providers (doctors, nurses, social workers) are well positioned to
provide information on transportation alternatives. Doctors, for example, are often involved
in a mature driver’s decision to “give up the keys.” Brochures could be distributed to
various public health services such as:
•
•
•
•
34
Fraser Health Home Health Care
Burnaby Partners in Seniors’ Wellness
Health Alert at Bonsor Complex
Health Focus at Cameron Recreation Centre
Seniors Services Society. (2010). Seniors Housing Directory of BC. Retrieved from: <www.seniorshousing.bc.ca>.
44
•
Health Drop-In at Confederation Community Centre
A number of the above organizations also offer lunchtime presentations—an opportunity
for VOBS (and other seniors transportation groups) to provide more information about
mobility issues and solutions.
Word-of-Mouth
Non-profit organizations have long depended on word-of-mouth marketing for practical
reasons: It’s part of our natural desire to share information, people believe other people
and, above all, it costs nothing. Because of the personal nature of the communications
between individuals, people are more likely to trust the advice of friends and family than
advertisements. In this case, word of mouth advertising can be as simple as a D2D Bus
user referring their friend to the service, or a family member speaking to a potential donor.
The process of “word of mouth” advertising can be amplified by:
•
•
•
•
Passing information through selected networks
Speaking to groups
Using digital communication (e.g.,, emails and e-newsletters)
Sparking conversations using more traditional forms of advertising
All of the above are relatively easy and cost-effective ways to “spread the word” about the
Burnaby D2D Bus.
Additional Advertising
Community-based media outlets such as Shaw TV (Channel 4 and 119), NewsLeader and
Burnaby Now are additional avenues for promoting the D2D Bus. The North Shore Seniors
Go Bus, for example, occasionally places ads in the North Shore News, although their
executive director notes that this is a more costly strategy. In comparison, the Westside
Seniors’ Empowerment Coalition was able to attract attention and garner free publicity in
the Vancouver Courier as a spokesperson on seniors’ transportation issues. VOBS could
try a similar approach while assessing the amount of money available for advertising.
45
5.4 Next Steps
•
•
•
•
•
•
Develop marketing pitch for potential funders, for example: “Buy a seat on the Burnaby
D2D Bus!”:
o Sell seats for annual total of $2,500 (like refurbishing theatres).
o Sell “subscription” options of 2 or 5 year commitments.
o Multiple groups can share seat “ownership.”
o Provide recognition on seat tags or removable covers, for example: “This seat is
available in part because of a generous donation from...”
Create promotional materials (flyers and brochures) briefly describing service and key
benefits to riders and donors.
Develop slide presentation showing riders using “test” bus.
Contact and present to potential funders:
o Call Burnaby Board of Trade to schedule presentation to as many members as
possible.
o Invite prospective funders / donors on a “test ride” to show how the service
would work, with “test riders” from VOBS (mimic North Shore Seniors Go Bus
experience).
Apply for upcoming grants.
Distribute press releases to local newspapers.
46
APPENDIX A
Relevant Grants
47
Vancity seeks to support projects that
meet one or more of the specific
funding criteria outlined below within
the 3 funding priorities (see left);
engage the community in decisionmaking and program
development/delivery on issues that
affect them; encourage community
partnerships and leverage additional
support meet identified needs; and
have a measurable impact in the
community; and when appropriate,
direct resources at marginalized
groups, including Aboriginal peoples,
refugees, immigrants, and people with
low incomes.
Support is given for the development
of new projects. Grants will be
considered for matching funds,
operating funds, program funding,
research projects, and seed money.
MOST will fund: up to 50% of eligible
costs (cash or in-kind); and up to a
maximum of $150,000 over a threeyear period. Proposals with shorter
durations are fine.
Community Services; Organizations and Westminster Savings supports
Health; Social
projects which are initiatives in Education, Health, Social
Services.
located in and
Services, Youth Activities and Culture.
provide a direct
benefit to the
communities
served by
Westminster
Savings, including
Burnaby, are
eligible to submit
an application for
financial support.
Westminster
Savings
Foundation
Metro Vancouver,
Fraser Valley or
Greater Victoria
region.
Community Services. British Columbia.
Canada.
Granting Region Types of Support
10-Jul-2010 or
10-Dec-2010
Sauder
Foundation (no
website)
1-Apr-2010
Transport Canada
created the Moving
On Sustainable
Transportation
(MOST) program to
help organizations
implement
demonstration,
research, education
and pilot projects
that create and
support new
sustainable
transportation
options for
Canadians.
Relevant Funding
Interests
Community project
grants provide up to
$10,000 for projects
that focus on acting
on climate change,
facing poverty and
growing the social
economy.
Applications that
demonstrate work in
two or more of these
areas are preferred.
Transport
Canada, Moving
on Sustainable
Transportation
(MOST)
31-Mar-2010
15-May-2010 or Vancity,
15-Sep-2010
Community
Projects Grant
Grant Name
Application
Deadline
Up to
$10,000
Westminster Savings does Not
not make donations or
available.
sponsorship funding
available to adult
recreational sports
activities, initiatives which
benefit only a specific
individual or a very small
group of individuals, or
requests for retroactive
funding.
VanCity does not provide
funding for: Planning and
development for social
enterprises and cooperatives; Capital
purchases; Multi-year
funding commitments;
More than 70% of the
project’s budget.
Not available.
www.vancity.com/
MyCommunity/NotF
orProfit/Grants/Co
mmunityProjectGra
nts/PreviousRecipie
nts/
St. James Social
Services; Family
Services of Greater
Vancouver; A
Loving Spoonful.
Average 2008 Recipients
Granting
Range
MOST will More than 50
fund: up
projects since
to 50% of 1999.
eligible
costs
(cash or inkind); and
up to a
maximum
of
$150,000
over a
three-year
period.
Proposals
with
shorter
durations
are fine.
Grants will not be made
$400 for building funds, capital $2000
funds, conferences and
seminars, deficit
financing, emergency
funds, endowment funds,
equipment funds, special
projects or to individuals
for awards, fellowships,
scholarships, bursaries, or
research.
MOST does not fund:
Projects that do not have
a primary focus on
sustainable transportation
issues; projects which are
for-profit in nature, or
which are tied to a
company’s line of
business; projects where
the benefit does not
accrue to Canadians; and
regular activities of the
organization (e.g. general
meetings, conferences), pr
the group’s overall
program.
Funding Restrictions
Officers and
Directors
William L. Sauder,
Chair; MajorieAnne Sauder; Leigh
P. Sauder; Marcia
J. Sauder; Claire A.
Wright.
Organizations
interested in
applying to
Westminster
Savings for
sponsorship are
asked to fill out a
Community
Partnership
Request Form,
found online.
Applications may
be submitted by
mail year-round
Not available.
(1) Read the
Not applicable.
Community Project
Grant Guiding
Principles; (2)
Review Grant
Application and
Resources,
including the
Writing Application
Guide & FAQ; (3)
Complete
application; (4)
submit a hardcopy
to VanCity.
The Foundation
meets once a year
to decide on
donation recipients.
This is done in the
month of April. The
Directors go over
all the requests
received during the
year and make a
decision at this
time.
Submit electronic
Not applicable.
AND signed paper
copy via mail.
Application should
be >15 pages, and
should include the
following: (1)
applicant
description; (2)
project description
and work plan; (3)
budget forecast;
(4) description of
other funding
sources; and (5)
applicant
declaration.
Application
Procdedure
Nicole Eich,
Foundation and
Community
Investment Manager,
406-960 Quayside
Drive, New
Westminster, British
Columbia, V3M 6G2
Sustainability Group,
Region #2, PO Box
2120, Station
Terminal, Vancouver,
BC, V6B 5R8
William L. Sauder,
Chair, P.O. Box
48978, 3500 - Four
Bentall Centre,
Vancouver, British
Columbia, V7X 1A8
Moving On
Sustainable
Transportation
Program,
Office of
Environmental
Affairs,
Sustainable
Development
Division,
Transport Canada,
330 Sparks Street,
Place de Ville, Tower
C, 18th Floor,
Ottawa, ON, K1A ON5
Contact 1
(604) 5170100 or
neich@wscu.
com
Burnaby/TriCities (Region
#2): Michelle
Pandher,
Senior
Coordinator
E:
michelle_pan
dher@vancity
.com
(613) 9986607 or
[email protected].
ca
Contact 2
48
APPENDIX B
Potential Partners with Vehicles
49
7451 Sussex Avenue
Burnaby, BC V5J 5C
Alice Heiman,
Support Services
Manager
Leon Teubes,
Executive Director
Jack Bell Foundation
604-520-6621 aliceh@seniorservicessociet
y.ca
604-527-3323
604-873-2979 [email protected]
ext. 115
ext. 124
JBF loans vehicles to groups want
carpool to a work/school (i.e. a
regular destination). While it is
not in their mandate to operate
seniors' transportation, the
organization will evaluate requests
based of demonstrated demand.
Formerly Canada Way Lodge.
Owned and operated by AgeCare
Canada.
Rideau is part of Amica Mature
Lifestyles, a Canadian company
which operates seniors' residences
in BC and Ontario. The regional
office can be reached at 604-6086777.
Request to present to New Vista
Society Board of Directors?
Phone
Email
Comments
604-439-5510 [email protected] Final decision will be by the
society but best for initial contact
to be through staff. Cindy Cheng
would like to introduce the idea
first.
604-296-7014 [email protected] Final decision will be by the
society but best for initial contact
to be through staff. Cindy Cheng
would like to introduce the idea
first.
Pacific Arbor Retirement
Communities already partners
with various community-based
seniors' organizations, including
Silver Habour Seniors Cente,
Citizen Support Services and the
Fall Prevention Society.
700 West 57th Avenue, 604-301-3823 [email protected]
Vancouver, BC
209-800 McBride Blvd.
New Westminster, BC
V3L 2B8
Manuel Jose Santos, 5455 Imperial St.
President
Burnaby, BC V5J 1E5
Used for scheduled Mary Aaron, Lodge
7197 Canada Way
transportation to
Manager
Burnaby, BC V5E 3R7
entertainment
programs and
lunches out.
Services for Seniors
Program
8 passengers mid-size
vans. The Jack Bell
Foundation owns the
vehicles, which come with
$10,000,000 in liability
coverage per vehicle.
Deborah Burrowes, 1850 Rosser Avenue
General Manager or Burnaby, BC V5C 5E1
Maureen Duns,
Community Relations
Manager
Amica at Rideau Manor
Portuguese Canadian
Seniors Foundation
Harmony Court Estate
Helene Elias,
Executive Director
St. Michael's Centre
Full-size bus similar to the Rideau provides a
vehicle used by the NS Go "scheduled bus
Bus
service for planned
activities"
Carol Finnie, CEO
New Vista Care Home
7550 Rosewood Street
Burnaby, BC V5E 3Z3
Earl Bergen, General 7230 Acorn Avenue
Manager
Burnaby, BC V5E 4N
Contact Name
Address
Anne Richards,
6550 Bonsor Avenue
Seniors Programmer Burnaby, BC V5H 3G4
The Mulberry Retirement
Home
Availability
Kathy Doebert,
4585 Albert Street
Seniors Programmer Burnaby, BC V5C 2G6
Type of Bus
Confederation
Recreation Complex
Organization
Bonsor Recreation
Complex
50
APPENDIX C
Burnaby Community Connection’s 2009 Financial Statements
51
Burnaby Community Connections Society
FINANCIAL STATEMENTS
DECEMBER 31, 2009
52
BURNABY COMMUNITY CONNECTIONS SOCIETY
DECEMBER 31, 2009
CONTENTS
AUDITORS' REPORT
Page
1
FINANCIAL STATEMENTS
Statement of Financial Position
2
Statement of Operations and Changes in Fund Balances
3
Statement of Cash Flows
4
Notes to Financial Statements
5-7
53
AUDITORS' REPORT
To the Members of Burnaby Community Connections Society:
We have audited the statement of financial position as at December 31, 2009, the statement of operations and changes
in fund balances, and the statement of cash flows of Burnaby Community Connections Society for the year then
ended. These financial statements are the responsibility of management. Our responsibility is to express an opinion
on these financial statements based on our audit.
Except as explained in the following paragraph, we conducted our audit in accordance with Canadian generally
accepted auditing standards. Those standards require that we plan and perform an audit to obtain reasonable
assurance whether the financial statements are free of material misstatement. An audit includes examining, on a test
basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing
the accounting principles used and significant estimates made by management, as well as evaluating the overall
financial statement presentation.
In common with many organizations, the organization derives revenue from donations and fund raising activities, the
completeness of which is not susceptible to satisfactory audit verification. Accordingly, our verification of these
revenues was limited to the amounts recorded in the records of the organization and we were not able to determine
whether any adjustments might be necessary to receipts, excess of receipts over disbursements, assets and surplus.
In our opinion, except for the effect of adjustments, if any, which might have determined to be necessary had we been
able to satisfy ourselves concerning the completeness of the receipts referred to in the preceding paragraph, these
financial statements present fairly, in all material respects the financial position of the organization as at December
31, 2009 and the results of its operation and the changes in its financial position for the year then ended in accordance
with Canadian generally accepted accounting principles.
As required by the British Columbia Society Act, we report that, in our opinion, these principles have been applied on
a basis consistent with that of the preceding year.
Delta, B.C.
May 31, 2010
CERTIFIED GENERAL ACCOUNTANTS
1.
54
STATEMENT OF FINANCIAL POSITION
AS AT DECEMBER 31, 2009
Operating
Fund
Gaming
Fund
2009
Total
2008
Total
ASSETS
CURRENT ASSETS
Cash
Term deposit (note 3)
Prepaid expenses
Accounts receivable
GST refundable
Due from (to) other funds
Due from (to) BMW (note 2)
$
128,238
40,649
5,468
38,690
1,541
(630)
13,983
$
CAPITAL ASSETS (note 5)
$
-
128,711
40,649
5,468
38,690
1,911
13,983
1,473
229,412
192,927
370
630
227,939
TERM DEPOSIT (note 4)
473
-
$
119,732
16,174
6,436
38,420
1,629
10,536
40,227
-
40,227
39,354
4,603
-
4,603
5,960
$
272,769
$
13,003
5,510
85,010
1,473
$
274,242
$
238,241
-
$
13,003
5,510
85,010
$
6,319
2,617
23,000
LIABILITIES
CURRENT LIABILITIES
Accounts payable
Payroll liabilities
Deferred revenue (note 6)
$
103,523
FUND BALANCES
Invested in capital assets
Unrestricted
Externally restricted
Internally restricted
$
-
103,523
31,936
4,603
81,473
83,170
1,473
-
4,603
81,473
1,473
83,170
5,960
101,791
16,225
82,329
169,246
1,473
170,719
206,305
272,769
$
1,473
$
274,242
$
238,241
APPROVED BY THE DIRECTORS:
_____________________________ Director
_____________________________ Director
THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THESE FINANCIAL STATEMENTS.
2.
55
STATEMENT OF OPERATIONS AND CHANGES IN FUND BALANCES
FOR THE YEAR ENDED DECEMBER 31, 2009
Operating
Fund
REVENUE
Donations
Fundraising
Grant revenue
United Way
Gaming
In kind donations (note 7)
Administration fees and miscellaneous
Program revenue
$
147,589
13,444
193,787
45,108
45,309
3,005
671
Gaming
Fund
$
74,000
38
-
2009
Total
$
147,589
13,444
193,787
45,108
74,000
45,309
3,043
671
2008
Total
$
145,487
37,444
131,466
87,848
74,000
46,081
5,879
1,224
448,913
74,038
522,951
529,429
EXPENSES
Amortization
Consulting
In kind donations (note 7)
Insurance
Miscellaneous (note 8)
Office and telecommunications
Professional fees
Program expenses
Rent
Wages and benefits
1,356
32,223
45,309
4,302
15,990
2,116
7,109
103,128
7,322
250,892
15,572
70,207
3,011
1,356
32,223
45,309
4,302
15,990
17,688
7,109
173,335
7,322
253,903
1,783
5,625
46,081
4,207
13,480
20,023
5,166
189,884
9,366
270,848
Deficiency of revenue over expenses
Fund balances, beginning of year
469,747
(20,834)
190,080
88,790
(14,752)
16,225
558,537
(35,586)
206,305
566,463
(37,034)
243,339
Fund balances, end of year
$
169,246
$
1,473
$
170,719
$
206,305
3.
56
STATEMENT OF CASH FLOWS
DECEMBER 31, 2009
2009
CASH FLOWS FROM OPERATING ACTIVITIES
Cash receipts
Cash paid for expenses
$
INCREASE (DECREASE) IN CASH
CASH AND CASH EQUIVALENTS, beginning of year
CASH AND CASH EQUIVALENTS, end of year
584,410
(550,083)
2008
$
526,461
(575,788)
34,327
(49,327)
175,260
224,587
$
209,587
$
175,260
$
128,711
$
119,732
REPRESENTED BY:
CASH
TERM DEPOSITS
General Fund (note 3)
Christmas Bureau (note 4)
40,649
40,227
$
209,587
16,174
39,354
$
175,260
4.
57
NOTES TO THE FINANCIAL STATEMENTS
DECEMBER 31, 2009
1. PURPOSE OF THE ORGANIZATION
Burnaby Community Connections Society is a not for profit organization incorporated under the British Columbia
Society Act.
The purposes of the society are to enhance lives by connecting people to services and fostering connections in
their community.
2. SIGNIFICANT ACCOUNTING POLICIES
(a) The organization follows the deferral method of accounting for contributions. Restricted contributions are
reported as revenue in the period in which the related expenses are incurred. Unrestricted contributions are
reported as revenue in the period of receipt.
(b) The preparation of financial statements in conformity with Canadian generally accepted accounting principles
pertaining to not-for-profit organizations requires management to make estimates and assumptions that affect
the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of
the financial statements and the reported amounts of revenues and expenses during the reporting period.
Significant areas requiring the use of management estimates relate to the impairment of assets and
amortization rates, and accounts receivable and accounts payable. Actual results could differ from those
reported.
(c) The organization does not hold or issue financial instruments for trading purposes and does not hold any
derivative instruments. The carrying amounts reported in the statement of financial position for cash, term
deposits, accounts receivable and accounts payable approximate fair values, due to the short-term maturity of
these instruments.
(d) Purchased capital assets are recorded at cost. Capital assets costing more than $500 are capitalized; others are
expensed when purchased. Amortization has been taken as follows:
Computer hardware 30% declining balance
Computer software 100% declining balance
Office equipment
20% declining balance
1/2 of the above is taken in the year of acquisition.
(e) Burnaby Community Connections Society shares premises, capital assets and various expenses with Burnaby
Meals on Wheels Society (BMW). Shared assets and expenses have been allocated at the discretion of
management. There are no set terms or conditions of payment. All transactions and balances are reported at
the exchange amount.
(f) The organization benefits greatly from donated services in the form of volunteer time. Because of the
difficulty in determining fair value, the value of donated goods and services are only recognized when the fair
value is determined by presentation of invoices or receipts.
(g) Certain prior year figures have been restated to conform with current presentation.
5.
58
DECEMBER 31, 2009
3. TERM DEPOSIT OPERATING FUND
2009
$
VanCity term deposit, interest at 2.00%, maturing March 10, 2010
Accrued interest on above
40,000
649
40,649
4. TERM DEPOSIT CHRISTMAS BUREAU
Christmas Bureau term deposits are internally restricted for Christmas Bureau use.
2009
40,000
227
40,227
VanCity term deposit, interest at 0.90%, maturing May 15, 2010
Accrued interest on above
$
5. CAPITAL ASSETS
Cost
Computer hardware
Office equipment
$
$
4,477
32,091
36,568
Accumulated
Amortization
$
$
3,331
28,634
31,965
Net
2009
$
$
1,146
3,457
4,603
Net
2008
$
$
1,638
4,322
5,960
6. DEFERRED REVENUE
Deferred revenue represents grants received in 2009 applicable to the subsequent year.
6.
59
DECEMBER 31, 2009
7. IN KIND DONATIONS
2009
Local advertising - donated by Burnaby Now
Food and goods for seniors' hampers - various sponsors
Toys for Burnaby Christmas Bureau - various donors
Lease grant - City of Burnaby
2008
$
24,218 $
6,291
4,551
10,249
16,987
12,562
4,551
11,981
$
45,309 $
46,081
8. MISCELLANEOUS
2009
Fundraising
Agency expense
Dues and subscriptions
Bank and credit card charges
Board development
2008
$
11,165 $
3,258
410
975
182
6,296
3,507
2,039
1,118
520
$
15,990 $
13,480
9. COMMITMENTS
The association has entered into long term leases for office equipment as follows. All lease expenses are shared
with Burnaby Meals on Wheels.
1. Copier/printer at $1,497 per quarter plus taxes for 22 quarters, starting April 2006
2. Mailer at $1,310 plus taxes and service per year for five years starting November 2007
10. INCOME TAXES
The association qualifies as a non-profit organization as defined in the Income Tax Act and, as such, is exempt
from income tax.
7.
60
APPENDIX D
Prospective Door-2-Door Bus Routes
61
Composite of Draft Door-2-Door Bus Routes
Map data ©2010 Google -
62
Draft Southwest Route
63
Draft Southern + New Westminster Route
64
Draft Northern Route
65

Voices of Burnaby Seniors: Door 2 Door Bus Business Plan

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