Learn the origins of budget planning within aboriginal communities. Learn what went wrong. Learn how communities can regain control over budget planning by using strong community engagement practices.

1. How to Make Budget Planning
More Efficient using Community
Engagement
March 25, 2014 11:10 – 12:05 pm
Infonex: First Nations Financial
Management Conference
Vancouver
Facilitator: Chris Hylton

2. Disclaimer
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The information presented to you today is
considered to be general best practices
for organizations across Canada. The
information is not intended to provide
legal counsel or legal advice.

3. Agenda
 Early day budgets
 Budget planning todays
 Departmental workplans
 Engage community - gap analysis
 Community needs drive departmental workplans
 How can this help Chief and Council?
 Help negotiate new funds
Happy to take your questions at any time
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4. This is your show
Are there any issues would you like me to
address today please?
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5. 200 years ago, were there
budgets in your communities?
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6. Your ancestors had the Hunt
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7. Original Economy
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8. Division of Hunt
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9. Fast forward 200 years
how is it working?
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10. Not working so well now, why?
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11. Chief used to be able to divide
the hunt equally but now
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12. How much money is
enough?
 Any ideas please?
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13. There is never enough $
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14. What is the solution?
 Any ideas?
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15. BUDGET PLANNING
 Is an attempt to divide up resources
across your community
 Other speakers will get into the process
more
 Budgets give life to Departmental
Workplans
 But who is involved in deciding the
workplan budget?
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16. DEPARTMENTAL
WORKPLANS
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17. Who determines budget?
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18. Who is missing from input to
your budget? Your Thoughts
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19. How are programs funded?
 Grants
 Band / community funds
 Fee for services
 Community member payments
 Other
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20. GAP ANALYSIS
 Has anyone heard of the term please?
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21. HOW CAN THIS HELP
CHIEF & COUNCIL
 Any ideas?
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22. ENGAGE COMMUNITY
 How is community engaged?
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23. COMMUNITY ENGAGEMENT
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24. DEPARTMENTAL
WORKPLANS
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25. CCP – Comprehensive
Community Planning
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26. Common Question
How do we get more funding?
We have been doing a national series of
one day workshops on Effective Proposal
Writing
But negotiating the 5 year agreement is
key

27. What is CCP
Term used by INAC in 2004 for a process
to achieve community consensus around
various land and resource issues
Normally used for resolving land and
resource issues but useful in planning for
all areas
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28. What is comprehensive
community planning?
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29. Results
Protect resources. The community is able to
identify and protect vulnerable or valuable
areas, traditions, or cultural values and
practices.
Celebrate traditions and culture. The
cultural aspects of the community may be a
focus of the planning process.
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30. Promote Health and
Reconciliation
Planning helps the community to work
together to proactively address negative or
painful community issues by establishing a
positive vision for the future, and by taking the
steps necessary to achieve that vision.
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31. Create Economic
Opportunities
Identifying sustainable economic opportunities
is an essential part of creating a Comprehensive
Community Plan.
Having a plan in place will also help to attract
partners and new investment.
The strongest community development factor is
economic self-sufficiency
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32. HELP WITH NEGOTIATIONS
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33. Executive Summary
Negotiating agreements is always difficult
Your programs are geared to your population
numbers and demand which varies largely by age
You have detailed population data
You know your population ages one year each
year
You can develop programs effectively to meet the
changing demographics in your population
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34. Negotiating Strategy – You
will be able to say
 all our projections are based on data we
obtain from government agencies
 our staffing levels are based on meeting this
demand to meet your (agency) requirements
 Here are our projected costs based on our
staffing costs
 Here are our projected costs based on typical
staffing costs of a local town or municipality
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35. Negotiating Strategy (ctd)
 All our programs and services are based on
terms and conditions for service which are
spelled out in our agreements with
government agencies
 Our CCP has indicated our needs in great
detail
 Our CCP tells us our community buys in
 All of which gives more strength to your 5
year funding requests
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36. Current Situation
 You work hard to come up with your best
estimate of what your community needs
for the next five year agreement
 You get conflicting reports from
community
 You have difficulty negotiating from a
position of strength
 You receive an unworkable level of
funding
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37. Results
Inadequate staffing levels
Inadequate service to community
Blame game
Lowered morale
Lowered services
Lead to …..
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38. CCP makes it easier for
Chief and Council to Lead
 CCP gives your leadership information
about community needs
 CCP gives your leaders information about
how your departments are planning on
meeting community needs
 Data is king, use the data like any
business to effectively make your case
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39. What type of Data?
Your population Demographics
Current service offerings (supply or
potential supply of trained members)
Demand for trained workers
The gap
What you are planning on doing about it
reducing the gap
Yields how much your programs are going
to cost
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40. How does CCP support 5 year
Agreements?
• Shows what services exist now, what
services will be needed in the future
 Gap analysis:
1. Encourages each department or service area to
develop business plans to meet the needs
2. Using data sources which you have and
perhaps are not using currently
3. Builds Commitment which in turn builds
community
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41. CCP Rationale
Provides support for First Nation communities in
meeting most service needs and indicates areas
which require strengthening
Departments perform a self-assessment as part
of the business planning process
Community and First Nations will agree upon
areas of greatest need to develop a service
delivery plan tied to 5 year Budgets
Delivery over a five year period will be
completed in concert with community
expectations
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42. Links to more info
http://www.aadnc-
aandc.gc.ca/eng/1100100021901/110010002
1902
Funding support for CCP is available
through numerous programs.
For more information on CCP please e-
mail bc-ccp@aandc-aadnc.gc.ca or contact
the Strategic Planning Manager at 604-666-
2247.
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43. Funding sources
 Check with your funders
 CCP has a good reputation with INAC
who will support the process
 Can look at recent Federal Court ruling
on Child Welfare, see attached sheet
 Also look at new programs like First
Nations Market Housing Fund next slide
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44. LB
# of First Nation Applications
Received by the Fund / Total # of
FNs in each Prov./Territories
(June 8, 2012 70 First Nations have applied
- 47 approved for Capacity Development)
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45. To recap
 You and the Agencies have defined the
services required,
 Agencies have provided us with our own
demographic data,
 We have surveyed our community and
determined the needs
 Here is our plan to meet the needs
 Here are the funding levels required
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46. Our Services
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Employee benefits
Health spending
accounts
Salary grids
Policy review and
writing
Pension plans
Employee wellness
Employer of choice
Strategic Planning
Employee mental
health

47. Thank You!
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#517-7620 Elbow Drive SW
Calgary, AB T2V 1K2
403-264-5288 www.hylton.ca
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