Morale and Welfare Presentation to Staff of the NPF HR Conference Ottawa – 1 October 2013

1. Morale and WelfarePresentation to Staff of the NPF HR ConferenceOttawa – 1 October 2013 Commodore Mark B. Watson DGMWS

2. Agenda • Introduction • Organization and background • Vision • Programs, services, and initiatives

3. Defence Team – Morale & Welfare • Approximately 5,600 “Staff of the Non-Public Funds, Canadian Forces” • Number varies due to casual employment, esp. in summer • 2,125 full time, 1,066 part time, 2,395 casual • 40% CAF affiliation (Retired and/or Family) • 253 Canadian Armed Forces members • 153 National Defence public servants • 375 at MFRCs (locally employed) • Plus many, many volunteers

4. Defence Team – Morale & Welfare 4,500 3,311 5,000 5,000 CFMWS 5,600 to 6,000 Employees Canadian Coast Guard Canadian Security Intelligence Service (CSIS) Citi Bank Nav Canada

5. Organizational View

6. NPP Governance • Full governance assigned to CDS • Authorities delegated to DGMWS as Managing Director of NPP • NPP Board serves as an advisory Board: • Provides stakeholder input to CDS • Strategic plans, policies and direction • NPP investments • Approval of audited financial statements • NPP Board and AFC engagement is key • NPP is a “Chain of Command” responsibility

7. Operational Funding (FY 12/13) $4.27M

8. Scale of OperationsNPP net worth / publicly funded expenditures FY 2012-13 Public Funds

9. My Vision Make CFMWS one of the strongest military Morale and Welfare organizations in the Western world by providing programs that provide widest possible benefits to the greatest number of serving and former service personnel and their families: One Community, One Million Strong

10. One Community, One Million Strong ONE COMMUNITY >

11. MyPriorities Cross Marketing Employee Engagement Profitability / Diversification

12. PSP Sports • 20,000 Intersection sport competitors • 91 Regional competitions – 3,500+ competitors • 18 National competitions – 1,800 competitors • 14 CF CISM teams • 210 Individual CISM athletes • 115 CF athletic trainers Recreation • 400,000 Annual registrations in recreation programs • 42,000 Recreation memberships • 700 Different types of recreation programs • 325 DND facilities involved • 100 Special events – 60,000 in attendance • 33 Community Gateway Web sites – 139,000 hits monthly

13. PSP Specialty Interest Activities Access to: • Golf: 15 locations across Canada Borden, Cold Lake, Comox, Esquimalt, Greenwood, Halifax, Kingston, Oromocto, Ottawa, Petawawa, Edmonton, Shilo, Trenton, Valcartier, Winnipeg and 6 social clubs using civilian courses: Chilliwack, Gander, Goose Bay, Moose Jaw, St-Jean, Suffield • Marinas and Sailing: 8 locations Comox, Esquimalt, Halifax, Kingston, Petawawa, St. Jean, Toronto, Trenton • Campgrounds & Cabins: 5 locations Comox, Greenwood, Halifax, North Bay, Petawawa

14. PSP Specialty Interest Activities Access to: • Rod and Gun Clubs: 7 locations across Canada Borden, Dundurn, Greenwood, Ottawa, Meaford, Shilo, Valcartier  • Horseback Riding: 4 locations across Canada Cold Lake, Edmonton, Dundurn, Wainwright • Curling: 7 locations across Canada Cold Lake, Edmonton, Gagetown, Greenwood, Halifax, Kingston, Montreal • Skeet Shooting: 5 locations across Canada Edmonton, North Bay, Petawawa, Shilo, St-Jean www.cfmws.com/en/AboutUs/PSP/specialtyinterest

15. PSP – DFIT.CA Fitness training DFIT.CA • Launched 11 Oct 2012 • Focus on fitness required for operations • Over 20 000 CAF personnel registered

16. PSP – Project FORCE Tests • Current CF EXPRES remains valid for evaluation • No EXEMPTIONS will be awarded pass 31 Mar 13 • New CF fitness test – Training Objective/familiarization – Valid if achieve the standard. • Members must schedule a trial of the new test • CANFORGEN 038/13 CDS 015/13 041728Z MAR 13promulgate direction • Ongoing data collection to measure adverse impact • Spirit of the policy remains the same (failures, remedial PT, administrative action, merit boards, other implication, etc). 1 April 2014 – new CF fitness test • New DAOD 5023-2 in place • New incentive program Visit:www.cfmws.com/forceprogram

17. Commercial Services SISIP Financial Services 2012 Results – Programs and Services: • 140,560 lives insured under the Life Insurance plans with $28.6B in coverage and $41.3M paid to beneficiaries • 93,600 CF members protected under the Long Term Disability plan with $106.6M paid out in benefits when combined with the Vocational Rehabilitation Program • 8,329Financial Counselling appointments held • 7,153Financial Planning clients with $232M invested • 3,379CFGroupRSP clients with $117M invested • 5,631 CF members educated under the Personal Financial Management course

18. Commercial Services SISIP Financial Services Financial Planning • Service is provided by a Certified Financial Planner (Pl. Fin. in Quebec) • Budgeting and goals, including advice on lump sum amounts, investment choices and portfolio management • Pre-authorized investments can be as little as $25/month • RESP, RRSP, and TFSA available • Tax planning and asset allocation • Retirement and release projections Canadian Forces Group Retirement Service Plan (CFGroupRSP) • A "do-it-yourself" online retirement savings plan and investment services Financial Counselling • Remedial assistance for financialdistress and emergencies (includesbudgeting and debtrepayment) • Access to loans and grantsfrom the Canadian Forces Personnel Assistance Fund (CFPAF) and other SOT programs

19. Commercial Services SISIP Financial Services 4 Credit Canada 5 debtfreesolutions.ca – Consumer Credit Counselling samplecontract 6 Compulife Software Inc. 1 CBC News (April 2012) / MoneySense Magazine (October 2012) 2 moneysense.ca – Where to find a fee-only Financial Planner 3 H&R Block

20. Commercial Services SISIP Financial Services

21. Commercial Services SISIP Financial Services Re-Insurance: • The sharing of risk among several companies that specialize in high risk insurance protection. • Required to guarantee the payment of claims under SISIP FS Life Insurance plans, even if someone dies while serving in a Theatre of Operations. • Net re-insurancecosts and death claims from 2007-2011: 12.2 M per year.

22. Commercial Services CANEX / NATEX Programs: • The Personal Home & Auto Insurance • Home: Coverage that fits your way of life. All policies include $5K coverage for military kit; $3K coverage for personal belongings while deployed outside Canada. Military Renters policy for DND controlled quarters, Identity Theft Assistance, Burglar Alarm Discount also available • Auto: Accident-Free Protection, Loyalty Savings (up to 7%), Winter Tire Discount (5% off premium), Students Rates, RV’s and more • Portability: If you should move, be transferred or retire within Canada • Home Heating Oil Rebate Program • If home heated by oil, save on regular delivered price of home heating oil. • Example of savings - In Halifax, participants have saved up to 8 cents per litre for the last six years; average of $1,500 in savings.

23. Commercial Services CANEX / NATEX • OK Tire • Andrei Master Tailor • Subway • No Interest Credit Plan • 12, 24 or 36 month plans. Plus no money down, not even the taxes. • 12 month payment plan: no hidden handling or administration fees (24 months: 2% ; 36 months: 3%) • Club XTra Loyalty Program • Presentyourcard and earn points for everyeligible $1 purchased. • Twice a year, gift certificates are issued to Club XTra member for the value of the points accumulated (e.g. $5 for 5,000 points). • Club XTra will be replaced by new CANEX Rewards program, to be launched in conjunction with the CFOne card this fall. National vendor partnerships: • Tim Hortons • Aramark (food services)

24. Commercial Services CANEX / NATEX Initiatives: • Online Sales and Marketing • Developing an online e-retailing strategy to augment existing store operations • Elite line of clothing and accoutrement • Developing a consolidated and centralized retail offering in-store and online of CF memorabilia, clothing & accoutrements • A selection of quality casual/performance clothing and merchandise (e.g. - tie bars, cufflinks, lapel pins, watches, wine decanter, etc) branded with military crests/logos. • Available soon: New design RCN and RCAF windbreakers

25. DCSM / JPSU JPSU Mission Through an integrated and individual-centric service delivery model, to ensure the coordination and facilitation of standardized, high quality, consistent personal and administrative support during all phases of recovery, rehabilitation, and reintegration on return to service or transition following release, for all injured and ill Canadian Armed Forces personnel and former personnel, their families and the families of the deceased.

26. DCSM / JPSU 26 Integrated Personnel Support Centres and Satellites • 33 locations across Canada • Personnel support through multi-disciplinary staff and linkages to VAC, SISIP, PSP, MFRC and Base/Wing agencies • Responsive to Commanding Officers

27. DCSM / JPSUServices 27 Return to Work Program • In 2012, 1,974 personnel participated in the Return To Work program • 26% of them returned to full-time duty, while 47% moved to transition. 27% remained on RTW. Casualty Administration and Advocacy • Home adaptations/special needs equipment, Vehicle adaptations, Home assistance • Assistance through Funds

28. DCSM / JPSUServices 28 Peer Support • Operational Stress Injury Social Support (OSISS) • Soldier On • Injured Soldier Network • Helping Others by Providing Empathy (HOPE) Outreach & Education • Average 100 briefings a month across the country • Training of approx 1,100 Designated Assistants per year

29. DCSM / JPSU Personnel currently being tracked by JPSU

30. DCSM Transition Activities & Initiatives • National Coordination of all Career Transition activities: • Second Career Assistance Network seminars, • Medical seminars, Long Term Planning seminars • Career Transition Workshops • Transition support and programs specific to ill & injured, • Publications/tools that support transition counselling. • Liaise with other organizations: VAC, HRSDC, PS Commission, SISIP-LTD & VRP, Industry, Academia, Accreditation bodies and others. Canada Company – Military Employment Transition (MET) Program A one-stop-web-portal for all things related to transition for serving and retired military members. Serving as a bridge between business and community leaders and the CAF. Includes Corporate Canada employers, Entrepreneurship, Education and Franchising opportunities. 84 Military Friendly employers, such asAmazon, BMO Financial Group, CN, Coca-Cola Canada, Royal Bank of Canada, Shell Canada, Sobeys Inc., SuncorEnergy, Etc.

31. DCSM Transition Initiatives and Services • Prince’s Charities-Operation Entrepreneur: Based In Business (BIB) with Memorial University, Enactus and Canadian Youth Business Foundation • Prospect: Forces @ Work: Sustainable Job Placement Pilot Project • H2H: Helmets to Hardhats • Association of Canadian Community Colleges (ACCC) • The Canadian Franchise Association: Military Veterans Program • Forum for International Trade Training (FITT) In addition to previously mentioned programs and services, the following are specifically for ill and injured members of the Reg and Res force: • Vocational Rehabilitation Program-Serving Members (VRPSM) • Priority Hiring-Public Service • Integrated Transition Plan

32. Military Family Services Enabling a mission-ready Force by addressing the issues faced by CAF members and their families that result from military service. Military Family Services manages: • Military Family Services Program, including funding and oversight of Military Family Resource Centres • Dependant Education Management, who manages the education compensation and benefits requirements of military members with dependant children. • Quality of Life issues that arise and affect military families as a result of conditions of service of serving CAF personnel

33. Military Family Services • ACCESS TO SERVICES: • Military Family Resource Centres– On Base, In Person • 32 in Canada, 7 sites in the United States, 4 in Europe • Third party, independent organization located on Bases/Wings or through outreach programs • Provide services in both official languages in accordance with the need of the local community. • Family Information Line– Informed, Connected and Supported • 1-800-866-4546 – Now 24/7 service • Bilingual, information and supportive counselling • www.FamilyForce.ca– For and about Canadian military families • A portal to all MFRCs for local information • Useful general information of interest to all Canadian military families

34. Military Family Services • BY THE NUMBERS: • FamilyForce • In 2012, 328,062 visits to the FamilyForce site, and there were 196,832 total unique visitors. • Family Information Line (FIL) • In 2012, 1620 calls were made to the FIL (as well as 4760 calls to the automated system that has deployment information). FIL Stats (1 Jan to 30 June 2013) Total contacts: 713 355 calls and 358 emails (follow up calls/emails to each contact not included) Contacts per issue type:    • CAF family related: 21% • Military related: 16% • Veteran related: 14% • MFRC:  6% • Mental health: 5%

35. Support Our Troops Program Support Our Troops Fund is an umbrella for the following: • Military Families Fund − linked to conditions of service • $4M dispersed to >1,000 members/families • $5K per incident at local level • Soldier On Fund − contributes to a healthy, active lifestyle • $1.1M dispersed to 630 members/families • Funded a wide range of programs • Hospital Comforts Fund − basic amenities for hospitalized members • $85K dispersed annually to >300 members • Op Santa Claus − gift for deployed members over holidays • Gifts delivered to 1,600 members $13M has been received since 2006 from: • Personal contributions to SOT Fund • Proceeds from third party events • Contributions from external charities/foundations

36. Support Our Troops Program Examples: • Army Run: Generated almost $500K in funds for the MFF and Soldier On during the past 2 years. • Graham Group Charity Golf Tournament: Golf tournament held in 2011 and 2012, generated almost $100K for the MFF • Royal Canadian Mint – Highway of Heroes Collector Coin: Operated two coin Campaigns to highlight the CAF and the sacrifices of military members and their families, collectively generated $200K for the MFF.   • Honourable PM Stephen Harper – History of Hockey book: To be released Fall 2013, all proceeds to MFF. • Winnipeg Jets True North Foundation: Willdonate $75K to the MFF/Soldier On yearly for the next 10 years. • Sears:7 year relationship, annual donation of $10K to the Hospital Comforts Fund (under the SOT Fund umbrella).

37. Soldier On Fund • Supports former and currentlyservingmembers with a visible or non-visible injury/illness to adopt an active lifestylethrough sport and recreation • Over $1.1M has been disbursed to provide access to equipment, training and events allowing participants to: • learn a new sport such as skiing, horseback riding, fly fishing, and kayaking; • train with and compete against soldiers with similar injuries and illnesses from other nations; and • push their physical and mental limits through participation in regional and national sporting events.  • $2.4M has been raised by donations from Canadians, corporations and other organizations

38. Soldier On Participation 630 Total members supported by Soldier On As of 1 Apr 13

39. Soldier On Demographics • 86% Serving • 14% Retired Region Officer NCM Retired Total NS/NFLD 9 71 5 85 NB/PEI 3 28 9 40 QC 8 103 14 125 S ON 2 20 5 27 E ON 7 126 20 153 Prairies 3 29 8 40 AB/NC 7 90 7 104 Pacific 5 42 9 56 Total 44 509 77 630 As of 1 Apr 13

40. Soldier On As of 01 July 2013 Canada Army Run Ottawa, ON 20-23 Sep 13 Soldier On Golf St. Andrew’s, Scotland 16-19 Jul 13 RCN 10K Halifax, NS 18 Aug 13 Soldier On Aquatics Camp Ottawa, ON 21-27 Jul 13 Nijmegen Marches Netherlands 16-19 Jul 13 Soldier On Golf Camp Victoria, BC 08-14 Sep 13 Saddle Up Soldier On V Toronto, ON 7-11 Oct 13 CISM Athletics Germany 9-16 Sep 13 • News: • Five Soldier On members successfully participated in the UK Help for Heroes Big Battlefield Bike Ride in UK/France • Eight Soldier On members will participate in the Nijmegen Marches for the second consecutive year • Maj Shelley Colter finished 8th in the World Powerlifting Championships finishing in 8th place. • Capt Christian Maranda will represent Canada at the World ParaCanoe/Kayak Championship in Poland, August 2013.

41. How can you help me? As service providers, you have a large impact on the quality of our service delivery and CFMWS’s ability to create loyalty. You are the point of interface with the broader community of beneficiaries, and can signicantly influence our other market segments. You are invited to provide feedback for improvement.

42. Summary Marketing is my #1 priority for this year You are our among best “marketers”

43. Questions?