OPTIA
WWW.OPTIAINC.ORGFREECALL 1300 0 [email protected]
OPTIA SOUTH370 CAMBRIDGE ROADMORNINGTON 7018
MAILING ADDRESS:PO BOX 17SOUTH HOBART TAS 7004
OPTIA NORTH3 ARCHER STREETROCHERLEA 7250
MAILING ADDRESS:PO BOX 2022NEWHAM TAS 7248
OPTIA NORTH WEST12-14 SIMPSON STREETSOMERSET 7322
MAILING ADDRESS:PO BOX 372SOMERSETTAS 7322
OPTIA
FREEDOM TO CHOOSE
2013 ANNUAL REPORT
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OPTIA ANNUAL REPORT 2013
Thank you
About Optia
Our History
Staff recognition
Our Services
Chairman’s report
CEO report
Consumer Engagement report
Client Services Report
Operations report
Human Resources report
CFO report
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TABLE OF CONTENTS.
OPTIA INTRODUCTION
THANk yOU TO ALL OUR CLIENTS AND FAMILIES FOR HELPING US LEARN AND IMPROvE OUR SERvICES AND FOR PROvIDING OPTIA’S REASON FOR bEING.
THANk yOU TO OUR STAFF FOR yOUR DEDICATION, PROFESSIONALISM AND HARD WORk THAT ENSURES OPTIA CONTINUES TO BE THE STATE’S LEADING PROvIDER. INDIvIDUALS TOO MANy TO NAME HAvE SUPPORTED COLLEAGUES AND RISEN TO CHALLENGES THROUGHOUT THE yEAR – yOUR EFFORTS ARE GENUINELy vALUED AND APPRECIATED.
To all of our partners, volunteers and families who are so generous
with your time, support and commitment – thank you! We can’t do this without you.
Optia also acknowledges the ongoing funding and support of the Tasmanian Government Department of Health and Human Services in delivering services to clients across Tasmania. We’d like to particularly acknowledge the professional support of the dedicated staff in Disability, Housing and Community Services and Children and Family Services who we interact with right across the state.
THANK YOU.
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OPTIA ANNUAL REPORT 2013
OUR MISSION.TO EMPOWER PEOPLE WITH ADDITIONAL NEED TO ACHIEvE THEIR vISION OF A GOOD LIFE. By DELIvERING EXCELLENCE IN SUPPORT.
OUR vISION.THAT ALL PEOPLE SUPPORTED By OPTIA WILL HAvE THE MAXIMUM POTENTIAL TO LEAD A GOOD LIFE.
OPTIA INTRODUCTION
OUR PURPOSE.
> To provide a range of support services to people with additional needs to provide recreation and leisure opportunities, along with lifelong learning, to people living with disability.
> To provide active and positive support services based on stimulating experiential opportunities that enable people with additional needs to engage, participate and maximise their independence.
> To explore innovative and creative solutions to meet individual client needs.
> To be a responsible and participative community organisation.
> To recognise and accommodate diverse support options for people with additional needs.
OUR vALUES.
> We value the rights and individuality of people.
> We respect the privacy of individuals.
> All individuals have intrinsic worth that will be recognised and valued.
> People with disabilities have the right to participate in activities of their choice, and to be supported to do so where appropriate.
> Clients and staff will be treated fairly, with compassion and understanding.
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OPTIA ANNUAL REPORT 2013OPTIA INTRODUCTION
1989 Euphrasia Inc established
1992 Tyenna Wholistic Health established
1993 Tyenna expanded to three group homes & day services
1997 Euphrasia annual turnover reaches $250,000
Euphrasia and Tyenna merge
Optia is born – named to represent our philosophy of ‘freedom to choose’
2001 Commenced services in North West
2007 Commenced Intensive Support Services
2008 Commenced services in Launceston
2009 Garden Road devlopment completed - an inovation in supported living
Children’s Respite service commenced in Latrobe
2010 Adult’s Respite service commenced in North West and Launceston
2012 Mussen Close development completed
2013 Optia annual turnover reaches $15million
Original CEO Geraldine Harwood retires.
HISTORY.
CHAIRMAN
David Mazengarb
DEPUTy CHAIRMAN
Terry Long
TREASURER
Tony Fletcher
bOARD MEMbERS
kathleen Brient Paul Morgan Don McNicol
CEO / PUbLIC OFFICER
Glenn Campbell
OPTIA BOARD.
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OPTIA ANNUAL REPORT 2013
kIM ACkERLEyJON ANNINGLyN BLyTHROSSLEE BROWNPETRINA CAMPBELLNICOLA CRATESJO DOBSONMARIE DUNNDANIEL DWyERCATHRyN FIRkINLAUREN DUGGANTRUDy GILLAMvICky HAMBLINvICky MANSFIELD
DEBRA O’DONNELLSANDRA POkECORINA RATATAMMy SMARTASHLEIGH SULLIvANLyN SUTTONTANyA TRELOARGARy vESPERSHONA WEARNEFRANCIS WILSON
10 yEARS
SONJA DONOHOEJACyNTA MARSHALLMARk DEvERELLTIM WADECHRISTINE BICkET
15 yEARS
ROSE CENTkOWSkIJOANNE LUkE
20 yEARS
JUDy PRODAN
5 yEARS
STAFF RECOGNITION.
SERVICES PROVIDED.NORTH WESTResidential SupportSemi Independent UnitsIntensive SupportLeisure ProgramsCommunity Support RespiteCommunity AccessOut of Home Care
NORTHResidential SupportSemi Independent UnitsIntensive SupportLeisure ProgramsCommunity Support RespiteCommunity AccessDual Diagnosis Clinics
SOUTHResidential SupportSemi Independent UnitsIntensive SupportLeisure ProgramsCommunity Support Respite Community AccessDual Diagnosis ClinicsTransition OptionsOut of Home Care
LIkE TO kNOW MORE?
For more information about Optia’s services visit our website:
WWW.OPTIAINC.ORG
Or call us, it’s free from any phone:
FREECALL: 1300 0 OPTIA
OPTIA
FREEDOM TO LEARN
Women’s Group Residential Support
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OPTIA ANNUAL REPORT 2013
IT IS WITH PLEASURE THAT I REPORT TO THE MEMbERS OF OPTIA INC, OUR CLIENTS AND FAMILIES, OUR HARD WORkING STAFF AND THOSE ORGANISATIONS AND INDIvIDUALS WITH WHOM WE WORk COLLECTIvELy TO SUPPORT OUR CLIENTS.
THE STRUCTURAL IMPACTS OF THE ANTICIPATED FEDERAL GOvERNMENT INITIATIvES THROUGH NATIONAL DISABILITy INSURANCE SCHEME (NDIS), DISABILITy, HOUSING AND COMMUNITy SERvICES (DCS) AND NOW NATIONAL DISABILITy INSURANCE AGENCy NADIA EvOLUTIONS HAvE PROvEN TO BE CHALLENGING FOR ALL INvOLvED. WHILE WE HAvE DEMONSTRATED OUR RESILIENCE, PROFESSIONALISM AND FLEXIBILITy ALREADy, WE kNOW THE ONGOING
CHAIRMAN’S REPORT
implementation will involve further challenges both to our clients and Management team.
your board has recognised the need for significant changes in the manner in which we engage with clients and prospective clients to address their support needs. Whilst Optia is one of the leading disability support organisations in Tasmania, and has been for some time, we have not been as successful as we would like in establishing our profile in the sector. To continue to be successful in the future in the NDIS market environment, we must substantially develop the community’s understanding of our important role. Part of this is to lift our profile and capabilities significantly and more actively engage with government, our fellow sector participants, the media, the community and client support groups.
I welcome Glenn Campbell, our new CEO. Glenn commenced with Optia in July this year and has had a very busy start, immediately
engaging key stakeholders and initiating a comprehensive and structured strategic planning process that will soon culminate in a clear roadmap for the future of Optia for the next three years and beyond. This has involved the management team and the board have been working closely together to undertake the research and analysis necessary to gain a clear view of what will be required to thrive in the new world of NDIS.
In light of the anticipated developments in the sector and for Optia, the board has commenced a process to recruit further skills to the board to complement and strengthen its existing skill base, return workloads to manageable levels and provide an orderly succession for those that have now served for lengthy periods.
David MazengarbChairman
OPTIA
FREEDOM TO EXPLORE
The Out and Abouts North West Leisure and Recreation Group
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OPTIA ANNUAL REPORT 2013
IT IS My GREAT PLEASURE TO PRESENT THIS yEAR’S ANNUAL REPORT, My FIRST AS THE CEO OF THIS IMPORTANT AND WORTHWHILE ORGANISATION.
THE 2012/13 yEAR HAS BEEN ONE OF SIGNIFICANT CHANGE FOR OPTIA WITH FOUNDING CEO GERALDINE HARWOOD RETIRING IN SEPTEMBER LAST yEAR. I WOULD LIkE TO TAkE THIS OPPORTUNITy TO CONGRATULATE GERALDINE FOR HER LONG AND PRODUCTIvE CAREER. I WOULD ALSO LIkE TO THANk JOHN STUBLEy FOR ACTING IN THE ROLE WHILE A NEW CEO WAS BEING RECRUITED. I FEEL vERy PROUD TO BE TAkING UP THE MANTLE AS ONLy THE SECOND CEO ENTRUSTED WITH THE RESPONSIBILITy OF LEADING THIS ORGANISATION.
CEO REPORT
Since commencing in the role I have been focused on developing the vision and strategy as we prepare to face unprecedented changes to the disability sector. The National Disability Insurance Scheme (NDIS) launched on 1 July 2013 is a landmark program of historic significance, second only to the creation of Medicare as the largest shift in the health sector in Australia.
The NDIS will see State Government funding progressively withdrawn from organisations and provided directly to participants (as our clients are now called) through plans which can be expended with the provider of their choice. At the heart of the scheme is the principle that everyone with a permanent disability will be individually funded to receive the services and support they require.
Representing the greatest social change ever undertaken in our nation, participants will now have the opportunity to engage and contribute fully to the community in a way that was not previously
possible. It presents a fantastic opportunity to attack societal misconceptions about what it means to live with ‘disability’.
Change on such an immense scale however cannot be achieved without first facing some great challenges.
We are well positioned to face the challenges that will arise from this transition period. Our scale as Tasmania’s largest provider of disability support services places us in a sound position. As we explore the opportunities presented by changes to the industry, the skills and passion of our employees will be fundamental to our future success. In my brief time as the CEO I have been thrilled to note that an unwavering focus on the needs, hopes and desires of clients is engrained in the DNA of this organisation.
In our last Annual Report a number of ‘Future Directions’ measures were outlined. I am pleased to report progress on all of these fronts:
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OPTIA ANNUAL REPORT 2013
> We have undertaken a review and upgrade of our IT systems culminating in outsourcing our system support to a large, state-wide IT support organisation.
> We developed our Client Data Management System on the intranet based SharePoint system so that all appropriate client information is available to carers and coordinators and company information is accessible to all staff.
> As part of our quality accreditation process we had an independent audit of our quality systems conducted. We have also re-developed a number of our policies and procedures to progress our preparedness for accreditation.
> The Optia website was modernised and informative new brochures developed.
Other achievements during the reporting year have included:
> The introduction of systems to address obligations of the new Workplace Health and Safety Act.
> Launch of a Practice Development Team to ensure that we remain focused on the needs of our participants. This included the introduction of our Client Plan Management capability.
> Increasing our capability to work with Child and Family Services to provide support and care to children requiring out of home care.
> Establishment of a new office in Launceston.
We are also proud of the way in which we have approached the challenges
“THE MANAGEMENT
TEAM AND I HAvE bEEN
WORkING CLOSELy
TOGETHER TO UNDERTAkE
THE RESEARCH
CEO REPORT
that our sector has had to confront. These have included:
> Changes to how we are funded by The Department of Health and Human Services through the introduction of a unit pricing model.
> The threat to our sector through cost increases from an “Equal Remuneration Order” ruling by Fair Work Australia. These costs have now largely been compensated by the State Government.
> The ongoing challenge of competing for a small pool of qualified, capable staff who embrace our culture of absolute participant focus.
We are looking forward to the challenges of the next twelve months as we develop the commercial strength and
capability necessary to thrive in the new environment. It is important for us to develop strong positions on issues of importance to our clients improving the quality of services and support that we provide.
I am very proud to be leading Optia through such a significant period in the organisation’s history. I look forward to the challenges that lie ahead as we navigate the exciting new terrain of the NDIS.
Glenn CampbellB.Bus, ASCPA, MBA, GAID
Chief Executive Officer
AND ANALySIS NECESSARy TO GAIN A CLEAR vIEW OF WHAT WILL bE REqUIRED TO THRIvE IN THE NEW WORLD OF NDIS.”
OPTIA
FREEDOM TO THRIvE
Josh Timbs Semi Independant Units
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OPTIA ANNUAL REPORT 2013
ADvOCACy TASMANIA PROvIDED ADvOCACy SERvICES FOR OPTIA CLIENTS THROUGHOUT THE yEAR, AND PROvIDED THE FOLLOWING REPORT
CONSUMER REPRESENTATIvE MEETINGS THROUGHOUT THE yEAR WERE WELL ATTENDED By RESIDENTS OF vARIOUS ACCOMMODATION SETTINGS MANAGED AND SUPPORTED By OPTIA. ADvOCACy TASMANIA FACILITATED THESE REGULAR MEETINGS, AT THE GARDEN RD. SITE IN HOBART. A REPRESENTATIvE FROM EACH SOUTHERN GROUP HOME, ONE FROM THE NORTH WEST, AND INDIvIDUALLy SUPPORTED CLIENTS TO ATTEND THE MEETINGS.
CONSUMER ENGAGEMENT
Each representative was asked to comment about the “good” and “not so good” issues at their homes. David Sakaris, one client representative, noted their comments and issues, and presented them on behalf of that group at the next board meeting. David’s skills greatly increased in this role. He now confidently presents the report, and answers questions from board members on behalf of the group of Optia clients he is representing.
Issues raised by the Optia clients include:
> Living together: friendships, and need for consideration with co residents.
> Planning: importance and pleasure of holidays, planning and saving for them.
> Changes: within Optia Management and its board members; and within the sector with the DisabilityCare Australia Tas launch.
> The houses: maintaining cost, especially as most clients just manage, on their disability pension.
> Staffing: having enough good staff rostered on at the houses, to enable skill development and outings for the residents.
At the end of June 2013 the Board at Advocacy Tasmania Inc. (ATI) discontinues the Consumer Engagement work.
The ATI Board acknowledged the very worthwhile achievements of this work, done in partnership with Optia, and other disability service providers.
While Advocacy Tasmania will no longer be facilitating the Consumer Representative Meetings, we hope the voice of the Optia clients will continue to be well supported and heard by Optia management and board.
Jane BlakeDisability Advocate
Advocacy Tasmania
OPTIA
FREEDOM TO PLAy
Ailsa Smith Northern Leisure and Recreation Program
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OPTIA ANNUAL REPORT 2013
THE 2012-2013 FINANCIAL yEAR WAS A TIME OF CHANGE FOR THE CLIENT, FAMILy LIAISON AND SPECIALIST SUPPORT SERvICES PROvIDED by OPTIA. THIS CHANGE OCCURRED IN ORDER TO POSITION OPTIA TO RESPOND TO CLIENT NEEDS AS SERvICE PROvISION bEGINS TO TRANSITION TO THE NEW NATIONAL DISAbILITy INSURANCE AGENCy (NADIA) FUNDING MODEL.
THE kEy FOCUSES OF THE CHANGES WERE TO ENSURE THAT OPTIA:
CLIENT SERvICES
REPORT
> Has an effective Case Management process that commences with intake, providing new clients with a key point of contact who can assess their needs and develop a plan with them to address their needs.
> Maintains an ongoing commitment to practice development and research to ensure Optia continues to provide high quality services and strives to deliver world best practice.
> Continues to have effective feedback mechanisms that ensure clients have a real say in the services they receive and that their input shapes the organisation.
> Is well positioned to develop new and innovative service options t meet client needs.
To achieve this Nicola Crates, Specialist Support Services Manager took on the role of Practice Director to provide leadership and supervision for
Client Services and two new work units within Optia; Service Development and Practice Development. The newly established Practice Director position continues to provide practice leadership to Optia’s Specialist Support Services.
SpecialiSt Support ServiceS
This year there has again been an outstanding effort by staff, and their skill and attitudes has been the subject of positive feedback from several teams within Disability, Housing and Community Services. The success of this program continues to rely on the professionalism and commitment of staff working within the Intensive Support Program.
Some key achievements by clients this year include achieving a learner’s permit, spending increasing amounts of time in community settings and one person returning to live full time with family. Last November the
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Intensive Support Services Team presented a 90 minute workshop at the Tasmanian Support Workers Conference which provided an opportunity for the team to share their skills and knowledge. This presentation was very well received at the conference and reflects the outstanding work of all the team.
Training and Development continues to be a priority for Specialist Support Services with the experiences and knowledge gained through provision of Intensive Support continuing to be disseminated through the organisation more broadly through ongoing participation in the induction process and provision of training for staff working with children and young people, provision of consultation and provision of specific training opportunities in relation to supporting individuals who present with behaviours of concern.
client ServiceS and practice development unit
The Client Services and Practice Development team has been involved with a wide range of projects and attended a number of networking and information forums to bring us up to date ready for the changeover of participant funding to NaDIA.
Another key element of client services role has been to work with Advocacy Tasmania to ensure direct client representation. Mr David Sakaris currently attends board meetings as the client feedback to the Optia Board. This approach has been presented previously by Optia at National ASID Conferences and has been facilitated by Ms Jane Blake from Advocacy Tasmania.
CLIENT SERvICES REPORT
“THIS yEAR THERE HAS AGAIN bEEN AN OUTSTANDING EFFORT by STAFF, AND THEIR SkILL AND ATTITUDES HAS bEEN THE SUbJECT OF POSITIvE FEEDbACk FROM SEvERAL TEAMS WITHIN DISAbILITy,
To ensure Optia continues to identify and implement best practice the team continues to be involved in induction of new staff and to develop and deliver training and development opportunities for staff including participation in accredited training to strengthen the organisations capacity to deliver Predict, Assess and Respond To Challenging Behaviour (PART) and other applied learning and development opportunities that support our work.
Service development unit
key areas of focus for the new Service Development Unit have been streamlining Optia’s resources and information and facilitating participation in information forums so
that potential new clients can find out about the services Optia offers, these have included the GearingUp Expo’s state-wide, and the Beyond School Gates forums for school leavers.
Nicola CratesPractice Development DirectorHOUSING AND
COMMUNITy SERvICES. THE SUCCESS OF THIS PROGRAM CONTINUES TO RELy ON THE PROFESSIONALISM AND COMMITMENT OF STAFF WORkING WITHIN THE INTENSIvE SUPPORT PROGRAM.”
OPTIA
FREEDOM TO GROW
Ted Jago Day Support
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OPTIA ANNUAL REPORT 2013
THE yEAR HAS bEEN A bUSy, CHALLENGING AND REWARDING ONE FOR EvERyONE AT OPTIA AS WE RESPONDED TO NEW OPPORTUNITIES, WORkED TO IMPROvE OUR SUPPORT PRACTICES AND kEPT A FOCUS ON MAINTAINING OPTIA’S HIGH qUALITy SERvICES ACROSS ALL SERvICE STREAMS AND REGIONS. THE STRONG FOCUS THAT OPTIA CONTINUES TO PLACE ON CLIENT SERvICES AND PRACTICE DEvELOPMENT ENSURES THAT SUPPORT PRACTICES ARE CONTINUALLy bEING REFINED AND CLIENTS CONTINUE TO HAvE A bIG SAy IN HOW SERvICES ARE DELIvERED.
OPERATIONS REPORT
Key achievementS for the year have included:
> responding to continued growth in demand for community support services across the north and north west regions,
> transitioning to an electronic client data management system,
> moving towards accreditation with the Attendant Care Industry Management Standards,
> moving to new office premises in Launceston,
> contributing to and preparing for the National Disability Insurance Scheme, and
> Improving internal data capture and performance monitoring systems to better understand the level of unmet need in each region
All this has been made possible by the professional and capable leadership of Andrew,
Mark and Sue in the regional management team and Lisa Sullivan who oversees IT and Quality for Optia. I’d like to acknowledge their hard work and dedication and the work of their amazing teams who ensure the quality and responsiveness of the support practices to our clients.
A snapshot of our business at this time indicates:
> 45% of our business is in the south,
> 18% in the north, and
> 37% in the north west, the region with the most growth in the past 12 months.
Drew BeswickChief Operating Officer
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north WeSt region operationS
It has been an extremely busy time for the north west team with significant growth in home care style support and community support services. Other highlights of the year include:
> completion of the new BBQ and outdoor area at the Mussen Close development,
> the variety of engaging and positive leisure and recreation options for clients, and
> the annual client Christmas party In November 2012.
Sue StedmanRegional Manager North West
northern region operationS
Consistent with the previous two years, our northern region service has continued to grow. As a result, staffing levels have increased and staff are finding greater diversity in their work.
Our new, larger office accommodation in Archer St, Rocherlea has enabled us to professionalise the office and better meet the needs of staff meeting with clients and delivering services.
Mark DeverellRegional Manager North
OPERATIONS REPORT
“ALL THIS HAS bEEN MADE
POSSIbLE by THE PROFESSIONAL
AND CAPAbLE LEADERSHIP OF ANDREW, MARk
AND SUE IN
Southern region operationS
Client numbers have remained relatively stable in the southern region throughout the past year. A number of individual client successes have resulted in clients gaining more independence and control over their lives. It is these types of successes that inspire and motivate the southern team to continue their focus on improving people’s lives and enabling their full participation in the community.
Andrew HeynesRegional Manager South
THE REGIONAL MANAGEMENT TEAM AND LISA SULLIvAN WHO OvERSEES IT AND qUALITy FOR OPTIA.”
OPTIA
FREEDOM TO SUCCEED
Marty Leeson Residential Support
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OPTIA ANNUAL REPORT 2013
THE PAST 12 MONTHS HAvE SEEN SOME SIGNIFICANT CHANGES IN THE SECTOR. MANy OF THE CHANGES HAD AN IMPACT ON OPTIA’S EMPLOyEES.
IN ADDITION TO SUPPORTING AND ENABLING OPTIA’S EMPLOyEES AND MANAGEMENT TEAM WITH ‘BUSINESS AS USUAL’ ACTIvITIES LIkE RECRUITMENT, LEARNING AND DEvELOPMENT, HR HAS ALSO PROGRESSED A COUPLE OF kEy INITIATIvES THROUGHOUT THE yEAR.
Staffing
Employment costs are our largest expense at approximately 85% of Optia’s budget. A significant component is the cost of recruitment. Although the sector is highly casualised, this contributes to turnover and therefore greater employment costs in recruitment and training.
HUMAN RESOURCES
In Fy2013, we have increased the proportion of permanent employees as one element of our ongoing initiative to reduce turnover and thus cost of recruitment. Permanent employment benefits both Optia and employees, including job security and opportunities to study for formal qualifications. This has potential to become a point of difference for us in the future. Total workforce turnover has reduced from 27% (June 2012) to 16% in June 2013.
WorKforce planning
Workforce planning is emerging as a major challenge for Optia and other providers in the sector. Staff shortages are expected to intensify as service providers compete for workers. By 2015, the disability industry nationally is predicted to need over 300,000 additional workers. Workforce planning and development is a priority, and being recognised as an Employer of
Choice will help Optia attract and retain the right people.
As part of our efforts to be recognised as an employer of choice, we conducted some research with employees, surveying them about relevant factors such as their motivation for working for Optia. We are now comparing these results to broader research about employers of choice, to understand any changes we should consider to become the employer of choice in the disability sector in Tasmania. An Employee Engagement Committee is being established to further analyse the survey results.
WorK health and Safety (WhS)
HR responded to the introduction of new Workplace Health and Safety legislation in January that necessitated changes to the way these matters are managed in organisations. New systems, processes and policy are now in place.
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A further initiative in the health and safety area is the introduction of our Health and Wellbeing Program for employees. Optia has now partnered with BUPA to offer employees a corporate rate for health insurance, with launches in each region. Additionally, we will look to expand the program through partnerships with other providers offering diet and nutrition education, group exercise programs and discounted gym memberships.
training and development
During the year, over 50 employees enrolled in formal qualifications, with 10 completing qualifications. Some particularly significant achievements:
> Rosemary Cousens graduating with three qualifications,
> Skills Institute Awards won by Lauren Duggan (Disability Student Demonstrating Leadership), and Eliza Morgan (Classroom Participation [Disability Student).
Monthly learning and development workshops for employees were also offered for the first time to other service providers at a small fee. The workshops were well subscribed and received positive feedback.
Mandy HoganHuman Resources Manager
On behalf of the HR Team
HUMAN RESOURCES REPORT
“AvAILAbILITy OF PERMANENT
EMPLOyMENT HAS POTENTIAL
TO bECOME A POINT OF
DIFFERENCE FOR US
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OPTIA ANNUAL REPORT 2013
IN THE FUTURE. TOTAL WORkFORCE TURNOvER HAS REDUCED FROM 27% (JUNE 2012) TO 16% IN JUNE 2013. ”
STATEWIDE SNAPSHOT OF OPTIA bUSINESS
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OPTIA ANNUAL REPORT 2013
OPTIA
FREEDOM TO PARTICIPATE
Jen, AJ and Dean Community Access
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OPTIA ANNUAL REPORT 2013
IT WAS DISAPPOINTING TO RECORD A DEFICIT AGAINST OUR bUDGETED SURPLUS. IT IS HOWEvER INDICATIvE OF THE FUNDING CHALLENGES FACED NOT JUST by OPTIA, bUT by ALL DISAbILITy SUPPORT ORGANISATIONS AT THIS TIME.
WAGE COST INCREASES RESULTING FROM THE EQUAL REMUNERATION ORDER HAvE HAD AN IMPACT, AND WILL CONTINUE TO WITH ASSOCIATED INCREASES DUE OvER THE NEXT EIGHT yEARS. INCREASES FLOW TO ACCRUED LEAvE ENTITLEMENTS, SUPERANNUATION AND EMPLOyMENT COSTS GENERALLy. THIS IS A SHORTFALL OF INDEXATION FUNDING WHICH HAS IMPACTED ON OUR CAPACITy TO PROvIDE SERvICES TO CLIENTS.
CFO REPORT
Unit Pricing was implemented during the year and now enables all disability providers to assess the financial viability of each funded client and to manage the support accordingly.
Funding for the provision of support services increased, while other income, comprising largely Rent received and Interest Received fell by $26,812 or 6.1%. Building developments funded under both the Community Housing Program (CHP) and the Nation Building Economic Stimulus Program (NBESP) added $134,666 to the result by way of amortisation of the government funding. General and Administration expenses continued to be well managed, comprising 5.8% of total costs, compared to 10.2% in2006.
Looking ahead, the introduction of the National Disability Insurance Agency (NaDIA) presents Optia with both challenges and opportunities. We have much to do preparing all aspects of the business for this significant change. Identifying our point of difference,
focusing on our strengths, addressing our weaknesses will be crucial – and ultimately “pricing” our services in a competitive market place.
The board has approved a budget for Fy2014 with a surplus of only $30,000, reflecting the ongoing tight financial circumstances. Management is keenly focused on doing all that they can to improve on this position over the course of the financial year and we are confident that we will be successful with this.
SUMMARy POSITION
> Annual result – deficit of $33,686 against a budgeted surplus of $236,588 – unfavourable variation from budget of $270,274
> Total Assets $8,025,864, a reduction of $48,751 (0.6%)
> Total Liabilities $6,635,585, a reduction of $15,066 (0.2%)
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EXPENDITURE
CFO REPORT
John A Stubley Chief Financial Officer
INCOME
Tony FletcherTreasurer
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OPTIA
FREEDOM TO CHOOSE
