Business Plan
2018-2019
Surrey Place provides specialized clinical services that are responsive to individual’s needs and promote health and well-being in the Toronto region. We help children and adults living with developmental disabilities, autism spectrum disorder and visual impairments reach their full potential.
2018-2019 Operational Plan Update
1. Strengthening Our Capacity
Strategically invest in our people and infrastructure
Operational Goals
- Increase efficiency
- Enhance employee experience
2018-19 Results
- Further refinements to finance, human resource & payroll systems
- Progress with electronic health records modernization and integration
- Efficiencies in photocopiers, data collection & business intelligence
- Accessibility upgrades for clients and staff
- Online training platform for staff development
- Lean Six Sigma training for key staff
- New Psychological Health and Safety Policy & Not Myself Today program
- Organizational design refinements
2. Bridge Gaps in the System
Expand health system collaboration
Operational Goals
- Increased access to healthcare
2018-19 Results
- Launch of Transitional Age Clinic in partnership with St. Michael’s Hospital
- Launch of Developmental Disabilities Primary Healthcare website and tools
- Expansion of Northern Ontario partnership with the Sioux Lookout Health Authority
3. Leverage Our Life-Span Model
Improve best practices for all age groups
Operational Goals
- Improve pathways & transitions
- Reorganize levels of service
- Address underserved populations
2018-19 Results
- Launch of the Plus 45 team providing clinical supports to seniors with an IDD
- Ongoing systems partnerships for homeless persons across the province
- New all age Fetal Alcohol Spectrum Disorders eam with service navigation support
- Increased Indigenous services
- Launch of Parent Advisory Committee
- Launch of the Lived Experience Accelerator Program (LEAP) for young adults
4. Shape The Future
Enhance provincial services
Operational Goals
- Enhance government, stakeholder and advocacy efforts
2018-19 Results
- Expansion of diversified funding streams with one-time and recurring revenues with the provincial government, foundations, corporations and partnerships like the Government of Ontario, Sioux Lookout Health Authority, Ontario Trillium Foundation and Inner City Health
5. Build A Centre of Excellence
Create and share knowledge
Operational Goals
- Enhance capacity for evidence informed practice through research, evaluation & education by continuing to work with our partners
2018-19 Results
- Expanded research with Health Care Access Research and Developmental Disabilites (H-CARDD) projects and development of Sexual Health tools for women with Intellectual Disabilities
- Launch of the online Individualized Funding Library
- Successful ABA Jam conference with over 500 attendees
Financials
3 Year Expenditure Trend ($’000)
Summarized Statement of Financial Position
As of March 31, 2019, with comparative figures for 2018
| Assets | 2018 | 2019 |
| Cash and cash equivalents | $7,646,105 | $8,646,155 |
| Receivables and prepaids | $1,800,232 | $3,432,057 |
| $9,446,337 | $12,078,212 | |
| Property and equipment | $4,462,587 | $3,069,739 |
| $13,908,924 | $15,147,951 | |
| Liabilities | ||
| Accounts payable and accrued liabilities | $5,432,709 | $4,851,932 |
| Deferred revenue | $3,477,690 | $6,694,628 |
| $8,910,399 | $11,546,560 | |
| Deferred contributions for property and equipment | $4,096,931 | $2,999,676 |
| $13,007,330 | $14,546,236 | |
| Net Assets | ||
| Invested in property and equipment | $367,079 | $67,079 |
| Internally restricted reserve fund | $157,284 | $157,284 |
| Unrestricted operating | $377,231 | $377,352 |
| $901,594 | $601,715 | |
| $13,908,924 | $15,147,951 | |
Funding Sources
Summarized Statement of Operations
Year ended March 31, 2019, with comparative figures for 2018
| Revenue | 2018 | 2019 |
| Provincial government | $60,611,324 | $77,534,701 |
| Municipal Government | $852,736 | $1,067,339 |
| Fee for service and grant revenue | $427,998 | $1,385,070 |
| Other revenue | $1,143,773 | $136,122 |
| Amortization of deferred contributions | $775,195 | $671,642 |
| $63,811,026 | $80,794,874 | |
| Expenses | ||
| Program Expenses | $62,610,789 | $79,899,461 |
| Administration | $4,968,526 | $5,029,656 |
| Administration recoveries | ($4,553,610) | ($4,805,574) |
| Amortization of property and equipment | $777,293 | $671,210 |
| $63,802,998 | $80,794,753 | |
| Excess of revenue over expenses | $8,028 | $121 |
2017-19 Key Performance Metrics
Key Performance Indicators for the Three Years Ended March 31, 2017, 2018 and 2019.
| Key Performance Indicators | Definition | 2016-17 | 2017-18 | 2018-19 | 3 Yr. Change |
| Growth in service delivery revenue | Revenue from all sources | $53,386,583 | $63,811,026 | $80,794,874 | 51.3% |
| % Spent on programs | % of total expenditures on programs | 92.6% | 92.6% | 94.1% | 1.6% |
| Budget management effectiveness | Surplus (deficit) for the year | $19,826 | $8,028 | $121 | -99.4% |
| Cash flow effectiveness | Current assets less current liabilities | $527,762 | $535,938 | $531,652 | 0.7% |
| Community partner service delivery support | Payments to partner agencies for service delivery | $4,843,116 | $6,497,181 | $8,152,301 | 68.3% |
| 1Growth in clients served | Unique clients served per year | 9,796 | 9,701 | 13,051 | 33.2% |
| Organization wide quality standards with Accreditation Canada | 4 year third party assessment against national health care standards | Accredited 2016-2020 status | |||
| Organization wide risk assessment (Transfer Payment Risk Assessment) | 3 year provincial government organizational risk assessment | 2018 low risk rating assessment status | |||
| Program specific quality standards (Quality Assurance Measures) | Ministry of Children, Community and Social Services annual assessments against provincial service delivery standards | 2018 audit compliance achievement for adult and Developmental Services Ontario, Toronto Region | |||
| Successful Proposals | Number of successful grants and total $ raised | 4 successful proposals, with $817,994 recognized in 2018-19 | |||
| 1Includes active Developmental Services Ontario, Toronto Region. Excluding this program the numbers would be 7,155, 7,087 and 9,942 for 2016-17, 2017-18 and 2018-19 respectively. The increase in clients served in 2018-19 is partially attributed to a change in government definitions around autism foundational and family services. When adjusted for this change the increase in clients served from 2017-18 to 2018-19 was 21%. | |||||
Our Services Have Reached
Infants, children, youth and
adults served in 2018-19
of individuals are infants
0 to 6 years old 1
of individuals are children and
youth 6 to 18 years old1
individuals are adults
over 18 years old1
Total unique individuals served during the period April 1, 2018 to March 31, 2019 – Reviewed and approved by Director, Quality and Decision Support
of individuals identify as Male 1
of individuals identify as Female1
individuals speak English as their second language1
individuals speak English as their first language1
Clients Reside in East Toronto
Clients Reside in South Toronto
Clients Reside in North Toronto
Clients Reside in West Toronto
Clients reside in Northern Ontario and other communities
1Characteristics of individuals served during the period April 1, 2018 to March 31, 2019 – Reviewed and approved by Director, Quality and Decision Support
2018-19 Operational Plan
1. Strengthening Our Capacity
Strategically invest in our people and infrastructure
Operational Goals
- Increase efficiency
- Enhance employee experience
2. Bridge Gaps in the System
Expand health system collaboration
Operational Goals
- Increased access to healthcare
- Enhance employee experience
3. Leverage Our Life-Span Model
Improve best practices for all age groups
Operational Goals
- Improve pathways & transitions
- Reorganize levels of service
- Address underserved populations
4. Shape The Future
Enhance provincial services
Operational Goals
- Enhance government, stakeholder and advocacy efforts
5. Build A Centre of Excellence
Create and share knowledge
Operational Goals
- Enhance capacity for evidence informed practice through research, evaluation & education by continuing to work with our partners