ANNUAL REPORT - Community Business Bureau€¦ · ANNUAL REPORT 2011 - 2012 CBB (Community Business Bureau Inc.) ABN: 57 098 352 150 Head Office: 17 Phillips Street, Kensington SA

ANNUAL REP O R T 2011 - 2012

CBB (Community Business Bureau Inc.)ABN: 57 098 352 150

Head Office: 17 Phillips Street, Kensington SA 5068

Post: PO Box 506, Kensington Park SA 5068

Phone: 08 8444 9700

Fax: 08 8332 2490

Email: [email protected]

www.cbb.com.au

the not4profit people

OUR VISION

A dynamic Not for Profit sector

achieving its social objectives.

OUR MISSION

To enhance the capacity and sustainability of Not for Profit

organisations.

OUR VALUES

CBB staff will always be ethical in our dealings with clients and stakeholders. We shall offer and

deliver services in a manner which reflects strong commitment to

the following values:

Respect

Integrity

Service

Empowerment

About CBB

CBB is an incorporated Not for Profit organisation and social enterprise. It specialises in working with the Australian Not for Profit sector, with empathy and genuine understanding of the challenges and issues that affect its ability to realise its goals and purpose.

This knowledge, combined with our technical expertise, enables us to advise, help and support other Not for Profit organisations. We are passionate about the sector and channel surplus funds back into community development.

Board Members

Aaron Chia - ChairFinance & Audit CommitteeCommencement: October 2002

Jody Bund - Treasurer/Deputy ChairFinance & Audit CommitteeCommencement: October 2009

Michael Dawson - CEO/Public OfficerCommencement: May 2010

Gregg RyanCommencement: April 2011

Barry PhillipsFinance & Audit CommitteeCommencement: October 2009

John HarleyCommencement: October 2009

Georgie McGormCommencement: June 2011

Sylvia AndersonsCommencement: March 2012

Strategic Goals 2012 - 2015

1. An efficient, effective and sustainable CBB

2. Advance the interests of people living with disadvantage by providing direct services

3. Enhance the capacity and sustainability of the Not For Profit sector and its agencies

4. Enhance the image, importance & recognition of the Not for Profit sector in Australia

5. Develop and maintain a productive CBB Community Development program

Alison NewtonBev WaltersBruna JafferBruno DelgadinhoCarol HaslamClytie WicksteadDaniel PerkinsDaniel PurvisDavid PalmerDebbie HenderElizabeth TysonGerry HowleyGreg FranksJacqui ShawJamie PorterJames AbrahamJane DavenportJo SwinglerJoanna OverbeekJodie BeamesJodie JamesJudy RoddaKara Davidson

Karen DavidsonKyle LloydLeon NitschkeLeticia VargasMark GauciMeegan BryantMichael ColmagroMichael DawsonMichael ColeyMonique ZalunardoNaomi PaechRebecca LinehanRebekah TurnerRod McInnesRommie CorsoRon YatesRosie PelleTeresa TriulcioTerry CreekVanessa SmithWayne TurnerYvonne Smith

Contact CBB




Phone: 08 8444 9700

Fax: 08 8332 2490


www.cbb.com.au

CBB Staff

Thank you to all staff for your valuable contributions throughout the year.

OUR PHILOSOPHY

CBB expresses its philosophy primarily through its Vision,

Mission and Values.

In addition we are highly committed to supporting the achievement of social justice in the Australian community.

This is achieved through our work with our client organisations, our activities in ‘Giving Back to Community’ through our

Community Development program, and by showing leadership within

the Not for Profit sector.

the not4profit people the not4profit people

1

CBB Annual Report 2011-2012

I am pleased to present my first report as Chair of the CBB Board.

Having served for more than 10 years as a board member, treasurer and deputy chair, I have had the privilege of seeing CBB develop from a business unit within the Spastic Centres of South Australia to becoming an independent and professional entity that exists primarily to improve the sustainability of Australian Not for Profits (NFP’s).

Thanks to the dedication and commitment of current CEO Michael Dawson, previous CEOs and amazing staff, we have been able to continue growing our salary packaging operations, which are now an integral part of our clients’ staff attraction and retention strategies. This growth increases CBB’s ability to contribute to the community sector, through its consulting services, development grants, scholarships and other initiatives.

During my term as Chair, I would like to see CBB become an integral part of our clients’ strategies, whereby the critical outcomes of CBB’s efforts are inextricably linked to the social outcomes of our clients, so that we are working together with a shared vision and shared outcomes.

To this end, significant consultation with clients and staff has been held during the year and “Giving Back to Community”, CBB’s strategic plan for

2012-15, has been drafted based on these objectives. I urge you to meet with Michael Dawson to discuss where you fit into CBB’s plans and, more importantly, where CBB fits into yours.

At this point I would like to sincerely thank outgoing Chair, Jan Lowe, for her leadership of CBB over the last 17 years, as well as for her much appreciated mentoring and development of the CBB Board. Without Jan’s vision, CBB would not exist in its current form.

Thanks and congratulations must also be given to Michael Dawson and his dedicated staff. As for all of us in the Not for Profit sector, every year is a tougher year and loads of passion and commitment are required to survive and succeed in this sector.

Last but not least, I extend my thanks to my fellow board members, who continue to volunteer their much valued services and expertise to CBB. A special mention must be made, however, for our incoming Treasurer and Deputy Chair, Jody Bund, who as a member of our Finance Committee has made significant contributions to the development of more rigour and transparency in CBB’s financial reporting.

I am excited about the opportunities ahead for CBB and look forward to working with you all in 2012-2013, towards our vision of a dynamic Not for Profit sector achieving its social objectives.

Aaron ChiaCBB Chair

Chair Report

CBB Board, from top left: Michael Dawson, CBB CEO; Sylvia Andersons; John Harley; Barry Phillips; Gregg Ryan; Georgie McGorm; Aaron Chia, Chair; Jody Bund, Treasurer.

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It gives me great pleasure to present my third annual report as the chief executive of CBB.

I have continued to be very lucky in having such an outstanding team. The year has been characterised by many challenges as we have sought to consolidate the changes undertaken in the previous year. Staff have responded with commitment, energy, a positive attitude and great teamwork.

Performance

We have stuck to our values of Respect, Integrity, Service and Empowerment, which have held us in good stead, as evidenced by our best ever customer feedback survey and our second staff culture survey, both of which showed we have performed well during the year. The growth in client numbers has been significant and better than in previous years.

Staff, Culture & Customer Service

Staff in all divisions have risen to the challenges of losing key staff while continuing to forge ahead with the cultural change that underpins how

we work as well as our commitment to providing excellent service.

We have spent more time and money on staff training, teamwork development and customer service than in previous years. This has achieved excellent outcomes, internally and for clients.

Partnerships

The year has seen us develop new partnerships and begin to fulfil our desire to become closer to our clients’ businesses, by supporting them financially and in-kind, and seeking their input into our planning for the future. We have engaged clients in providing briefings and staff training to us about their challenges and the future for their organisations.

In addition to partnering with clients, we have improved relations with other service providers, who are able to benefit and add value to our clients’ work or to CBB objectives. These have included: Our Community; Medibank; RI Advice; Guild Insurance; Community Data Solutions; CCI Group Purchasing; Jobs Australia and Street Fleet. These partnerships will grow and develop over time.

We have begun a formal collaboration with SACOSS (South Australian Council of Social Service), which began with holding a conference on managing risk and has blossomed from this successful joint venture.

We have expanded our capacity to respond to sector-based clients’ needs by establishing a strategic alliance with Broad Horizons Consulting, which brings disability service expertise into our consulting

team. This arrangement enables us to assist our disability service clients in their journey towards person-centred planning and individualised funding with experts in this field.

We are now able to provide or source a wider range of solutions, services and advice to our clients.

Strategic Directions

A significant strategic development was to relocate our office premises to Kensington, nearer the city, to enable us to take charge of a new agenda for CBB’s development. We have consolidated the relocation this financial year with great acclaim by staff and clients alike. This direction links to our Strategic Plan, which identifies our desire for growth of impact within the sector through an effective and efficient CBB.

As planned, Community Development has continued to be our heart and soul, and with emphasis on client service, it is driving everything we do. We report separately on this work later in this document.

We have achieved significant progress in improving the integration of all divisions and departments within the organisation, developing greater information exchange and co-operative teamwork at all levels. We are a stronger and more integrated enterprise that is able to offer ‘joined up’ services to clients. This is a priority for continuous improvement.

One tool we have used to begin to bring this about is to take a more strategic approach to our awareness-raising through external communications and marketing.

Chief Executive Officer’s Report

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During the year, we have consulted widely about our image and branding – with some strong and clear messages arising from these consultations.

To improve our profile, we have begun to rebrand CBB as CBB Salary Packaging and CBB Consulting, without continuing to emphasise the full name of Community Business Bureau. This has been a challenging and somewhat adventurous decision, but also follows the trend of many organisations to simplify and abbreviate business names. We are pleased with the result and look forward to rolling out our key messages, promoting CBB as the not4profit people.

Our new strategic directions document reflects this emphasis and is entitled “Giving Back to Community”. It has been a major focus during the year with surveys and personal consultation with

clients, staff, Board and other stakeholders. With simpler Vision and Mission statements, we shall continue to focus on:

• Partnership and strong relationships in problem-solving with clients;

• Providing sustainable needs-based solutions;

• CBB as one integrated social enterprise with much to offer;

• Customer service excellence is paramount;

• Community Development is our heart and soul;

• Growth through an effective and efficient CBB;

• Development of Community Benevolent Group.

Our new Vision is “A dynamic Not for Profit sector achieving its social objectives” and our new Mission Statement (or purpose) is “To enhance the capacity and sustainability of Not for Profit organisations”. These statements will guide us well as we continue to consolidate and grow our capacity to work with the sector in the future.

Concluding Remarks

Our Board has undergone change also this year, with new members bringing new skills and energy for governing the organisation. I welcome and thank this group of voluntary contributors.

I also wish to thank our retiring inaugural and only previous Chair, Jan Lowe, for her 17 years of commitment to CBB, as its visionary and mentor for many Board members, staff and chief executives, while the fledgling organisation first took flight and undertook its exciting journey. Thank you Jan and may your legacy live on and thrive.

I am delighted to congratulate and welcome our new Chair, Aaron Chia, and Treasurer/Deputy Chair, Jody Bund. Both were elected after sitting on the Board for ten and four years respectively, providing continuity and long standing commitment to the continued governance of CBB.

Michael Dawson CBB CEO

CBB Senior Management Team, from left: Wayne Turner, General Manager, CBB Consulting; Jo Swingler, General Manager, CBB Salary Packaging; Michael Colmagro, Business Manager; James Abraham, Manager, IT Services; Michael Dawson, CEO/Public Officer; Madeleine St Johnston-Romano, Business Development and Marketing Manager.

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We offer solutions for the management of organisations and their activities. Our primary focus is on delivering efficient and effective outcomes to client organisations. This is achieved by providing NFP organisations of all levels of complexity and size - with a wide range of consulting resources to assist in their growth and sustainability. It provides solutions that embrace professional development, training, and direct organisational and financial services.

CBB Consulting provides its range of services in conjunction with CBB Salary Packaging and delivers HR solutions and employee retention strategies to assist organisational and personal performance outcomes.

Major events

During the 2011-2012 year, CBB Consulting participated in several major activities, two of which were regarded as innovative challenges. The three more prominent of these activities were: the Risk Management Conference, Executive Salary Survey 2012 and The Social Enterprise Workshop.

Risk Management Conference

Held in October 2011 at the National Wine Centre, this conference

was developed and presented in partnership with SACOSS. Its objective was to ensure participants were risk aware and able to transfer the lessons learned at the conference to the identification of the particular risks that could impact on their organisations in the future.

The Risk Management Conference attracted approximately 100 participants over two days, with key note and specialist speakers hailing from across Australia. It was well regarded for its subject matter and leads to the possibility of providing future conferences on relevant and critically important topics.

Executive Salary Survey

The Executive Salary Survey is an annual survey completed by executives from organisations within the Not for Profit sector across Australia. Data from the third annual survey was gathered in January/February 2012, with results being analysed and published as The Executive Salary Survey 2012.

This year, the survey attracted significant interest from people occupying similar roles in New Zealand. This has led to the survey report providing a separate chapter

on the results of the data from our New Zealand colleagues.

The survey has enabled CBB Consulting to provide more significant data relating to salary assessments and as a result, it has been a major resource for regular remuneration reviews activated by Boards of NFP organisations, or by the executives themselves. The three years of data analysis can now be used by CBB Consulting to provide trend information for client organisations.

The Social Enterprise Workshop (TSEW)

The Social Enterprise Workshop commenced in October 2011. The sixteen participants - drawn from a range of NFP organisations - began their journey of experiential learning with a focus on self, team and business strategy, to develop concepts and plans for a significant opportunity within their organisation or regarding NFP issues.

The workshop focussed on building the entrepreneurial and innovative capacities of participants, who then continued to evaluate opportunities within their own work environment and developed them into successful business ventures providing sustainable social outcomes.

The participants worked in teams throughout the eight month program, which culminated in a Gala Awards night, at which all participants and contributors to the program were celebrated. The most successful plan was developed by team GLLEAM from CARA.

CBB Consulting business solutions 4 the community

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The TSEW pilot has proven that the program can impact successfully on the Not for Profit sector. We anticipate presenting the program in 2013-2014, following a review.

We take this opportunity to thank the sponsors, organisations, presenters and mentors who supported the pilot.

Professional Development

Twelve general Professional Development Programs were provided during 2011-2012. These general programs are provided for multiple organisations (and did not include tailored programs provided for single clients). These general programs were:

• Grant Writing;• Board Members Essentials;• Mediation at Work;• Accounting for Non-Accountants;

• National Standard Chart of Accounts;

• Financial Reports;• Maximising the Effectiveness of

Staff Appraisals;• Workplace Wellness;• Harmonising Your Workplace;• Performance Appraisals.

Several programs were provided more than once, due to their demand and relevance to the Not for Profit sector.

Financial Services

Financial Services has become a significant growth area for CBB Consulting as more organisations seek its assistance. The general emphasis has been on bookkeeping, accounting and financial services including payroll.

During the year, Financial Services successfully secured a contract to

provide bookkeeping, accounting and financial services, payroll and salary packaging services to a major Aboriginal organisation in South Australia.

It is anticipated that this form of service arrangement will continue to be attractive to more organisations as they look for new ways of channelling their resources into direct service provision.

Financial Services has been providing access to better budgeting and financial statement preparation, particularly for smaller NFP organisations. These tools are provided to clients in partnership with an external provider/developer who has been able to establish effective management tools for popular accounting and reporting systems used broadly across the Not for Profit sector.

business solutions 4 the community

The Director and Graduates of The Social Enterprise Workshop (TSEW) 2011-2012 celebrate their achievements at a Gala Dinner held at Adelaide Oval on May 18 2012.

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Management Consulting

Management Consulting activities include the completion of 70 assignments during 2011-2012. These assignments covered a wide range of technical areas and were valued up to $150,000. Assignments included:

• Board performance appraisals;• Business planning;• Constitution development;• Customer service; • CV development;• Diagnostic reviews;• Emotional Intelligence

workshops; • Evaluation reviews;• Financial viability assessments;• Governance assistance;• Grant application assistance;• HR input to job selection; • Ideas assessments;• Investigations;• Myers Briggs assessments;• Organisational reviews;• Policy development;• Position Description development;• Recruitment training;• Remuneration reviews;• Risk management reviews;• Service Excellence assessments;• Strategic planning;• Tender support and submission.

Market Segments

Whilst consulting activities are broadly based and provide input to a range of focus areas within the NFP sector, the majority of projects that have been undertaken have been in the four sectors of Community, Indigenous, Aged Care and Disability.

Executive Focus

Executive Focus was developed and commenced as a CBB managed program enabling a small group of executives to meet and discuss topical issues relating to their organisation or the environment in which their organisation operates. Each meeting has a specific theme and allows open and confidential discussions to take place. Monthly meetings occur over a period of 8 months. On average, ten Executives have been participating in each of the initial sessions.

During 2012-2013, an evaluation will be completed to steer the direction and expansion of Executive Focus forums for other professional areas within the Not for Profit sector: e.g. Financial Focus; Corporate Focus; HR Focus.

Focus for 2012-2013 – Integrated Solutions

With executives of NFP organisations being more focused on the capacities and capabilities of their organisations, and on remaining sustainable for the longer term, there is growing

demand and interest in the provision of financial services such as payroll, as well as in the provision of human resource functions, all as part of packaged solutions. There is a focus on external providers - such as CBB - providing specialist services in areas where many NFP organisations have limited or no expertise.

CBB Consulting is well positioned to provide professional services that meet the growth in these areas of demand.

Wayne TurnerGeneral Manager, CBB Consulting

CBB Consulting business solutions 4 the community

Percentage of Assignments in Value Ranges

70%

60%

50%

40%

30%

20%

10%

0%

0-1000 1001-5000 5001-10000 10001-20000 20001+

DOLLAR RANGE

2009/10 2010/11 2011/12

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With a focus over the past 12 months on continuing to be mindful of the many challenges facing our client organisations and their staff, CBB has been actively visiting and talking with its clients.

The sales team has been accompanied by Senior Managers, Team Managers and staff from all parts of the CBB business, to build on our relationships and provide many points of contact for organisations and their eligible staff. These catch-ups have meant that CBB has been able to gain valuable feedback on its services and processes, as well as involve its client organisations’ suggestions and ideas regarding our future plans.

Trends

CBB Salary Packaging has been experiencing a real trend in organisations looking to move away from the in-house management of packaging for their employees to outsourcing the service.

The benefits of outsourcing to CBB that organisations have acquired have been invaluable to them. The wide range of product offerings, and increased staff take up rates, have all contributed to the improved retention, engagement and attraction of their employees.

The reduction in hours and resources required to manage packaging has allowed organisations to return to utilising staff to meet core business needs. With CBB monitoring all FBT compliance obligations, and also

supplying regular salary packaging reporting, the complexity is taken out of salary packaging management for the organisations. Our experience and knowledge comes at no cost to the organisations, these being embedded in our salary packaging service.

The reduction in budgeting costs for recruiting and the management of packaging has been significant for many organisations, and this continues to play an integral part in the NFP sector deciding to take up salary packaging. CBB has been focusing on the ideal of Attract, Develop and Retain, with a view to enhancing the capacities and sustainability of client organisations.

Market Growth

There has been a 9% increase in client organisation numbers, with a significant number of new clients coming on board due to being referred by advocates for CBB.

There has been an 8.9% growth in the number of client organisations’ staff members taking up salary packaging, due to CBB’s focus on helping its client organisations to grow the awareness of packaging through induction presentations, CBB staff attendance at staff meetings as well as our provision of packaging analysis information to Managers who are attempting to recruit new staff.

Our sales team is committed to making site visits, to being available to client organisation employees for face-2-face discussion.

Our helpline staff have been geared to provide answers to particular staff seeking to source information relevant to their individual situations.

In addition, sales staff set times to catch up with the management of organisations to share the new and additional benefits CBB is able to provide through strategic alliances and its consulting services. We also assist clients to build strategic engagement and retention plans designed to ensure the growth in the number of eligible staff taking up our packaging service.

CBB Consulting CBB Salary Packaging business solutions 4 the community more 4 the community

“ ”

“CBB provided our staff

with all the information

they needed to make

their individual salary

packaging decisions. The

process of implementing

the packaging was simple

and the service is great.”

Tour de Cure

Driving Continual Improvement

Over the course of the past year, the Salary Packing and IT Support Teams have been working hand in hand on multiple system improvements, so as to enable us to better service our clients and their staff. Recently, client employees have been benefiting from many months of this project work, namely from the introduction of ‘Same Day Processing’. This facility has meant that all salary packaged employees possessing an ANZ salary packing card no longer have to wait until the day after their packaging has been processed to gain access to the funds on their Visa cards. This is a big win for them, especially for those whose processing falls on a Friday before a public holiday!

You may have also noticed that when you have called CBB lately, we now have ‘Message Advancing’, which records all calls. This is a step towards enabling CBB to reduce the paper work required to be completed by our client organisation’s salary packaged employees. This is another building block towards making things easier for them.

During the last twelve months, we have carried out a review of the salary packaging business. The review covered increasing client organisation and salary packaged employee numbers, payments, product usage, and processing systems, all with a view to map our own staffing requirements. Our continued growth, combined with process- improvements, has meant that we

have been able to grow our own staffing levels, and in doing so, better support our client organisations. CBB is passionate about this, aligning as it does with our vision to enhance the capacities and sustainability of the NFP organisations.

Survey Results

Late last year CBB Salary Packaging conducted a survey with its client organisations and employees of theirs to whom we provide a packaging service. The results, shown below,

were outstanding, and CBB is rightfully proud of this achievement.

Industry Segments

Our client organisation industry segment base has seen very little change from last year, with the highest concentration levels being in Aged Care, Health, Indigenous, Community, Disability and Welfare.

Jo SwinglerGeneral Manager, CBB Salary Packaging

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CBB Salary Packaging more 4 the community

Salary Packaging Client Satisfaction Survey Results

Organisational Level Feedback

Factors which determined ‘why choose CBB Salary Packaging?’

Community sector knowledge & understanding .......................... 91%Well regarded professional provider of services ...........................89%Not for Profit status of CBB ........................................................82%Pricing - CBB is competitively priced ............................................80%Would recommend CBB Salary Packaging .................................100%

Client Employee Level Feedback

New Client Review

Professionalism of CBB staff........................................................98%Ease of getting an appointment ..................................................98%Information provided at sign up ..................................................95%Documentation provided at sign up ............................................95%Follow-up from CBB staff after sign-up .......................................94%

Product Review

Salary Packaging ........................................................................95%Meal Entertainment Card ............................................................95%Tax Free Holiday Accommodation ...............................................88%Laptop Computer Packaging .......................................................85%Novated Motor Vehicle Leasing ...................................................84%Medibank Health Offer ...............................................................80%Rewards Club Card ..................................................................... 75%

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Community Development is really the heart and soul of CBB – to give back to the community and to fulfil our mission.

This clear direction for our community activities positively develops our emerging culture and gives a rewarding focus for staff. In the second year of the Community Development Program, we have expanded the variety of activities and increased our resource commitment to the program.

We have continued activities from the previous year:

• Sponsorship of the Governor’s Leadership Foundation (GLF) - the Keith Fulton Memorial Scholarship was awarded to Horse SA this year;

• Matching GLF graduates to Not for Profit (NFP) Board vacancies through our joint venture with the Leaders Institute of South Australia;

• Provided a scholarship in collaboration with the Adelaide University Executive Education Unit for a NFP staff member to attend the Professional Management Program – Foodbank SA was awarded the scholarship;

• Reinvestment of salary packaging fees to clients’ staff attraction, development and retention programs, including scholarships

for rural and remote area services to attend Australian Council of Social Services and Aged and Community Services conferences;

• Pro-bono and reduced fee consulting work for a number of organisations, including: CCI Group Purchasing, Northern Area Medical Local, Youthjet, ARA Jobs Pty Ltd and the Australian Refugees Association Ancillary Fund.

• Through casual clothing days, CBB Corporate and staff gave donations to Childhood Cancer Association, Western Desert, Lutheran Disability Services and Abacus Learning Centre;

• Voluntary Directorships on several Boards and Management Committees, including SA Council of Social Service, Safer

Communities Australia, STTARS, Australian Refugee Association, RE Engage and ARA Jobs Pty Ltd.

• Assisted Uniting Care Wesley Bowden to deliver Christmas food hampers to homeless and disadvantaged people;

• Assisting and participating in client organisations’ quiz nights to raise funds, including Helping Hand Aged Care and St Hilarion’s Aged Care;

• Raising funds for Jeans for Genes day.

New activities this year included:

• Donating staff clothing to client organisations for distribution to people living with disadvantage;

CBB Salary Packaging more 4 the community CBB Community Development care 4 the community

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• Scholarship placements in our first program of The Social Enterprise Workshop (TSEW) were awarded to: CARA; Anglicare SA; Community Living Project; Australian Event & Exhibition Centre;

• Donation of Children’s Creative Books by author and staff member, Rommie Corso, to CARA and Childhood Cancer Association;

• Raising funds for CARA through a crumpet fundraising event.

CBB Cash Grants

CBB Community Development Cash Grants, in the second round, were awarded to many organisations for a variety of good causes, including:

• Cancer Council QLD – BBQ;

• Hands on SA – kitchen equipment

• Holiday Explorers – branding and promo;

• Amandus Lutheran Disability Service – staff training;

• RPH Adelaide – pilot program for NFP;

• Tutti Ensemble – storage system for art works;

• Habitat for Humanity Australia SA – trailer;

• Aged Rights Advocacy Service – Abuse Prevention Program;

• Community AXIS Enterprises – website;

• Barkuma – leadership training for youth;

• Gunedoo Child & Family Trauma Counselling – courtyard redevelopment;

• UnitingCare Wesley Country SA – garden equipment;

• CARA – portable bath lift;

• Orana – network training room

• St John’s Youth Services – Peer Mentor Program;

• ASYASS – laptop computer;

• Ronald McDonald House Randwick – 45 smoke detectors;

• Royal Flying Doctor Service SE – computers and printers.

In 2011-2012, CBB Community Development Grants were provided to 18 organisations with funds distributed totalling $24,670, up from 13 grants totalling $23,000 in the previous year.

CBB Community Development

“

”

CBB believes that

through our Community

Development Program

we enhance the social

wellbeing of individuals

and organisations in the

community sector and

the people they serve.

This work is a great

source of pride for our

staff and Board.

care 4 the community

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Financial Management

This year has been one of consolidation due to the bedding down of our new premises at Kensington. A small portion of our retained earnings were used to prepare various departments for potential increase in business activity, and to accommodate growth in the number of services CBB provides. The NFP sector now has access to professional, state-of-the-art conference and meeting rooms, each available for hire through CBB, thanks to our new location.

Due to the current state of the economy, both domestically and globally, our organisation has continued with the strategy of minimising financial risk. As such we have maintained all of our excess funds in term deposits with the major Australian banks whilst still attracting relatively high interest rates.

Our external auditor, Edwards Marshall, has again concluded that our financial reporting is in compliance with all relevant accounting policies and practices, and is consistent with current regulation.

CBB is in a financially stable position, which enables us to seek and invest in new opportunities that meet our mission and values, both now and in the future.

Managing Corporate Risk

Corporate risk is a regular item on our management meeting agendas and the Board is also provided with quarterly updates. We investigate deficiencies and effect remedies in

areas such as business continuity, strategic risk and disaster recovery. We have seen an improvement in our dealings with our principal bankers and have enlisted their assistance in helping us to provide better services, products and prices to our clients, in addition to our internal purposes.

Occupational Health and Safety (OH&S)

This year saw the establishment of our OH&S Committee, comprising one manager and two staff members. The committee meets monthly and reports at all staff and management meetings. Employees are encouraged to be vigilant and to report any concerns to the committee. The committee has now investigated the new Work Health & Safety Legislation and has detailed how Model Codes affect our day-to-day operations. The committee has concluded that CBB is meeting all of its responsibilities in relation to these codes.

No hours of productivity were lost to work related injuries.

Marketing and Communications

All Marketing and Communication activities are in line with a strong strategic direction for CBB and have seen rapid growth in the past year, which reflects positively on the whole organisation. The team consists of creative professionals who are active in supporting all areas of the business.

This is achieved through the production of innovative publications, campaigns and initiatives that assist CBB to best showcase its products and services, with the aim of building positive and lasting relationships with our clients.

CBB Community Development

C A L L 1 3 0 0 7 6 3 5 0 5 w w w . c b b . c o m . a u

Issue 40 August 2011

CBB is on the move…

After 16 years located at Woodville, where CBB first began as an independent

social enterprise that generates its own income and gives assistance to other

not-for-profits, we are on the move - in more ways than one!

Physically we are relocating but this move is part of a considered and planned strategic

repositioning as we consolidate our current activities, but also grow and develop new initiatives.

We want to position ourselves in a more central location to:

• be more geographically accessible to a larger cross section of our Adelaide clients;

• be closer to the CBD as our relationships and contacts with governments increase;

• occupyla

rgerpre

miseswi

throomt

ogrowin

staffing;

• have access to on-site modern training facilities for our own external courses as well

astobea

bletooff

erthese

facilities

toother

sinthes

ector;

• provide professional facilities for our clients, and

• a hub for our increasing Community Development activities.

Thisrelo

cationis

therefor

emuchm

orethan

asimpl

eofficem

oveasit

willbet

hespear

head

for an exciting period of renewal and strategic development of CBB as a social enterprise and

a central player in the community and social services sector in Australia.

We welcome all our clients and stakeholders to the journey – CBB is on the move!

Community Business Bureau Inc.

ABN: 57 098 352 150

17 Phillips St. Kensington SA 5068

Phone: 1300 763 505

Facsimile: 08 8332 2490


Web: www.cbb.com.au

Inside...

CBB is on the move.. . . . .. . . . . .

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CEO Toolbox . . . . . .. . . . . .

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The Social Enterprise

Workshop . . . . . .. . . . . .

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Client Story on

Salary Packaging . . . . . .. . . . . .

. . . . . .. . . . 2

Risk Management

Conference 2011.. . . . .. . . . . .

. . . . . .. . . . 3

Standard Chart

of Accounts . . . . .. . . . . .

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. . . . . .. 3

Community News . . . . .. . . . . .

. . . . . .. . . . 4

CBB Services . . . . .. . . . . .

. . . . . .. . . . . .

. . . . .4

Letters to the editor

We welcome your feedback on

the articles in this issue and your

suggestions for topics you would

like to read more about in future.


Or mail to: The Editor,



Copyright Notice: This newsletter is provided by

the Community Business Bureau Inc. (CBB) and is

copyright ©. Content cannot be reproduced without

prior written consent of CBB. Whilst every effort has

been taken to ensure accuracy of information, CBB

and their staff accept no responsibility for any act or

claim by person/s acting on the information herein

or any errors or omissions to that information.

Communiqué

w w w . c b b . c o m . a u

Issue 41 Spring 2011


ABN: 57 098 352 150


Salary Packaging: 1300 763 505

Consulting: 1300 284 364

Facsimile: 08 8332 2490


Web: www.cbb.com.au

Inside...

Risk Management

Conference 2011.. . . . . . . . . . . . . . . . . . . . .1

CEO Toolbox - AGMs and new

Board Members . . . . . . . . . . . . . . . . . . . . . .. . 2

Executive Salary Survey . . . . . . . . . . . 2

Community Development

Initiative . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 2

Official Launch of The Social

Enterprise Workshop (TSEW) . . . . . 3

Tax Free Dining Out

Meal Entertainment Card . . . . . . . . . 3


November Workshops . . . . . . . . . . . . . . 3

Community News . . . . . . . . . . . . . . . . . . . . .4

Letters to the editor



suggestions for topics you would

like to read more about in future.


Or mail to: The Editor,



Copyright Notice: This newsletter is provided by

the Community Business Bureau Inc. (CBB) and is

copyright ©. Content cannot be reproduced without

prior written consent of CBB. Whilst every effort has

been taken to ensure accuracy of information, CBB

and their staff accept no responsibility for any act or

claim by person/s acting on the information herein

or any errors or omissions to that information.

Communiqué

Risk Management Conference 2011

Registrations are now being received for the Risk Management Conference,

jointly presented by SACOSS and CBB.

The conference has secured key note speakers, session

speakers and panellists for two discussions: one

relating to risk to organisational brand, the second

relating to when the law gets involved.

The Risk Management Conference will explore the

speakers’ experience with the risks that they have

encountered, how they have acted in the face of these

risks and what that has meant to them personally and

for the organisation at the time the risks occurred.

The speakers below are involved in international,

national or local organisations, where they are

dealing with risks that impact on life, infrastructure

or the way organisations sustain themselves in the future.

If you are a senior decision-maker, board member or manager in the

community or not-for-profit sector, you can’t afford to miss this.

Conference participants can expect to:

• hear about major risk events, how the speaker was involved, what was seen as the risk

and how those risks were managed

• seerisksfromdifferentpersp

ectivesandhowcircumstances

mayimpactonhowrisks

are assessed and managed

• understand that risks can take many forms

• recognise that risks are dynamic, not static

• learndifferentapproachesto

managingrisk

• beabletoimplementdiffere

ntstrategiesinyourorganisatio

nasaresultofhearing

the experiences of the conference speakers.

KEY NOTE SPEAKERS:

Dr Bill Griggs - 2009 South Australian of the Year, Director of Trauma Services at the Royal

Adelaide Hospital. Perhaps best known for his work in international disasters, deployed to

manage evacuations and victim-care for the Bali bombings and the 2004 Boxing Day tsunami.

Ged Kearney - ACTU President. Ged believes that unions should not just be concerned with

the experience of people at work but that they should be advocates for change to improve all

aspects of Australian lives.

Dr John Falzon - CEO, St Vincent de Paul Society National Council of Australia. John has written

and spoken widely on the structural causes of marginalisation and inequality in Australia and

has long been involved in advocacy campaigns for a fairer and more equitable society.

To register go to: www.sacoss.org.au/events/riskmanagement

Further advertising of the Risk Management Conference will be released in the coming weeks.

Conference 2011Monday 24th - Tuesday 25th October 2011

National Wine Centre - Hackney Road, Adelaide

RiskManagement

Ove

rdon

e?

Overrated? Overstated?


Issue 42 Summer 2011


ABN: 57 098 352 150 17 Phillips St. Kensington SA 5068

PO Box 506 Kensington Park SA 5068Salary Packaging: 1300 763 505 Consulting: 1300 284 364

Facsimile: 08 8332 2490Email: [email protected] Web: www.cbb.com.au

Inside...Community Development Grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1CEO Toolbox - Executive Recruitment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Seasons Greetings - Jan Lowe . . . . 2New Publications . . . . . . . . . . . . . . . . . . . . . 2CBB Embarks on a newStrategic Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . 2CBB’s new offices officially

launched . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Guild Insurance . . . . . . . . . . . . . . . . . . . . . . . . 3New Online Presence for CBB . . . 3Community News . . . . . . . . . . . . . . . . . . . . . 4Letters to The EditorWe welcome your feedback on the articles in this issue and your

suggestions for topics you would like

to read more about in future.Email: [email protected] Post: The Editor, Community Business Bureau Inc.

PO Box 506 Kensington Park SA 5068Copyright Notice: This newsletter is provided by the

Community Business Bureau Inc. (CBB) and is copyright ©.

Content cannot be reproduced without prior written consent of

CBB. Whilst every effort has been taken to ensure accuracy

of information, CBB and their staff accept no responsibility

for any act or claim by person/s acting on the information

herein or any errors or omissions to that information.

Disclaimer: The information contained in this document

is a guide and individuals need to consider their own

circumstances before acting on this information. CBB strongly

recommends that you seek independent financial advice.

CommuniquéCommunity Development Grants

The summer round of CBB Community Development Grants has now been

completed and once again a record number of applications have been received.

This exciting new initiative aims to increase value to organisations that serve people in the aged

care, disability, health, welfare, Indigenous services, education or the community housing sectors.

By providing a series of grants of up to $2000 to community sector organisations, CBB

envisages that these funds will assist in advancing the interests, wellbeing and welfare of people

who are disadvantaged by reason of disability, culture or personal circumstances. The grants

support community organisations undertaking a project that assists in their growth or provides

a benefit to the community.

The grants are available to organisations (not individuals) that are engaged in service delivery,

advocacy or both. Applicants do not need to be a client of CBB. From our inaugural round of

grants, which took place in June this year, successful applicants implemented a range of

valuable projects including: • Production of an educational DVD for aged care clients

• Producing an information pack for people newly diagnosed with type 2 diabetes

• Organising a leadership weekend retreat to inspire and motivate carers of people with a

disability• Purchasing iPads and appropriate ‘apps’ to enable clients who have lost their ability to

speak, to continue communicating with loved ones and friends

• Installation of security surveillance cameras at a rape crisis centre, increasing safety for

clients,staffandvisitors• Purchasing goods for a community food store, supporting clients with HIV.

CBB is delighted to offer these grants to such deserving causes and to have a direct

impact in making a difference to improving the lives of the disadvantaged. For further

information about the CBB Community Development Grants and the next round on offer in

2012, please contact Joanna Overbeek on 1300 284 364 or email [email protected].


Issue 43 Autumn 2012


ABN: 57 098 352 150 17 Phillips St. Kensington SA 5068

PO Box 506 Kensington Park SA 5068

Salary Packaging: 1300 763 505

Consulting: 1300 284 364

Facsimile: 08 8332 2490


Web: www.cbb.com.auInside...ACNC - What’s it all about?. . . . . . . 1

CEO Toolbox - IT Tips . . . . . . . . . . . . . . . . 2

Strong Advice on Strategic Direction . . . . . . . . . . . . . . . . . . . . 2

Top 5 Social Media Sites . . . . . . . . . . . 2

Customer Satisfaction

Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

CBB welcomes a new

staff member . . . . . . . . . . . . . . . . . . . . . . . . . . . 3


Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Tax Free Cruises . . . . . . . . . . . . . . . . . . . . . . . 3

Community News . . . . . . . . . . . . . . . . . . . . . 4

Letters to The Editor



suggestions for topics you would like

to read more about in future.


Post: The Editor, Community Business Bureau Inc.


Copyright Notice: This newsletter is provided by the

Community Business Bureau Inc. (CBB) and is copyright ©.

Content cannot be reproduced without prior written consent of

CBB. Whilst every effort has been taken to ensure accuracy

of information, CBB and their staff accept no responsibility

for any act or claim by person/s acting on the information

herein or any errors or omissions to that information.

Disclaimer: The information contained in this document

is a guide and individuals need to consider their own

circumstances before acting on this information. CBB strongly

recommends that you seek independent financial advice.

CommuniquéACNC - What’s it all about?

The acronym ACNC is one of which we shall hear more and more as time goes

by. It stands for the ‘Australian Charities and Not-for-profits Commission’ and is

being formed in response to the Productivity Commission’s review into the not-

for-profit (NFP) sector.The review found that we have a large and

diverse sector in need of support and reform.

Most of us within the sector agree and have

been arguing for improvement and reform for

many years. The ACNC will be an independent

regulator and it says on the ACNC website that,

“The Government’s vision is that the ACNC will

minimise government reporting requirements

faced by charities and allow them to focus on

their core business of supporting the community.

The new system will come into place on 1 July

2012, with the formal start-up of the ACNC.”

Also “The ACNC is being established to act as the regulator for the NFP sector; to establish and

maintain a publicly searchable database of charities; to provide a one-stop-shop for NFPs in

their interactions across levels of government; and to oversee their financial and governance

practice.“ When it is established the ACNC will:

• be advised by an Advisory Board and report to Parliament through the Treasurer

• initially be staffed by around 90 officers, and

• work closely with the Australian Tax Office (ATO).

Useful and more detailed information can be found and followed on:

• www.acnctaskforce.treasury.gov.au

• www.youtube.com/acnctaskforce We strongly encourage your active participation in shaping the future

and contributing to the reforms you want because you are the practitioners

and experts living and working in the sector.

The Council of Social Service network has some concerns about the establishment of the ACNC

which are outlined in the consultation paper. You can read more about these concerns on the

ACOSS website www.acoss.org.au. Concerns are discussed in the submission made on behalf of

all the State and Territory COSSes in the context of three main aspects:

• over-reaching scope of the enabling legislation for the ACNC;

• the actual independence of the Commission – especially with close linkages to the ATO; and

• the prescriptive and controlling nature of the governance arrangements proposed.

If you have not read this paper yet, we implore you to do so.


CBB’s quarterly newsletter | Issue 44 Winter 2012

CBB (Community Business Bureau Inc.)



CBB Salary Packaging: 1300 763 505

CBB Consulting: 1300 284 364

Fax: 08 8332 2490


Web: www.cbb.com.au

Inside...Calling all Social Entrepreneurs ...1

CEO Toolbox - Branding . . . . . . . . . . . . 2

Bill-Paying Service . . . . . . . . . . . . . . . . . . . . 2

Client Story . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Pay Equity Breakfast Update . . . . 3

Business Solutions

4 the Community . . . . . . . . . . . . . . . . . . . . . . 3

Executive Focus . . . . . . . . . . . . . . . . . . . . . . . 3

End of Financial Year Tips . . . . . . . . 3

Community News . . . . . . . . . . . . . . . . . . . . . 4

Letters to The EditorWe welcome your feedback on the articles in this issue and your suggestions for topics you would like to read more about in future.

Email: [email protected] Post: The Editor, Community Business Bureau Inc.PO Box 506 Kensington Park SA 5068

Copyright Notice: This newsletter is provided by the Community Business Bureau Inc. (CBB) and is copyright ©. Content cannot be reproduced without prior written consent of CBB. Whilst every effort has been taken to ensure accuracy of information, CBB and their staff accept no responsibility for any act or claim by person/s acting on the information herein or any errors or omissions to that information.

Disclaimer: The information contained in this document is a guide and individuals need to consider their own circumstances before acting on this information. CBB strongly recommends that you seek independent financial advice.

Calling all Social Entrepreneurs...The first group of participants in The Social Enterprise Workshop (TSEW) completed their business plans in May. Certificates and Awards were presented at a celebratory Graduation Gala Dinner at the Adelaide Oval Board Room, where international cricketer Wayne Phillips gave an entertaining speech.

The 2011/12 participants came from a diversity of sectors all with the common goal to establish new programs that resolve social problems.

TSEW involves 14 days of contact time over an eight month period during which the workshops give the participants access to:

• Learn from industry leaders across a diverse range of NFP sectors• The skills and knowledge to write a business or project plan• Mentoring from industry experts• The opportunity to present ideas to potential funding bodies and stakeholders

Experiential learning forms the basis of learning styles during TSEW. A presentation of the plan to a panel of judges aims to give participants skills in gaining approval and support from stakeholders and funding from a variety of sources.

An Award winner, working in the Disability Sector, had this to say about their experience with TSEW: “We found TSEW to have been a positive, yet at times challenging workshop. It has created debateandhelpedusexplorethedifferencesbetweenforprofitandnotforlossorganisations.Ithas allowed us to create a number of networks and range of tools to assist our business. Of equal value has been the opportunity to develop and learn as a team”.

TSEW is currently calling for the next round of participants, people with ideas and organisations with projects that could use a little help to make a social impact.

Next course starts: October 2012

For more information, please contact CBB Consulting on 1300 284 364 or visit: www.cbb.com.au/consulting/the-social-enterprise-workshop.

CommuniquéFollow us on Twitter “CBB_Community”

Find us on Facebook


The SOCIAL ENTERPRISE Workshop

Gala Awards Dinner

care 4 the community CBB Corporate the not4profit people

12

Milestones and Achievements

CBB’s relocation to the new premises in Kensington in July 2011 required the development of new building signage, updated corporate stationery, and various marketing materials for all departments.

There has been a significant expansion of CBB’s online media presence, achieved through the launch of a new website (www.cbb.com.au), social media accounts (including LinkedIn, Twitter and Facebook), and a monthly e-newsletter. Together with the physical relocation of CBB, this has provided a good base from which to strengthen the CBB brand.

Recently, CBB invested in the research and development of a new brand strategy, which culminated in a series of branding workshops. As a result of this work, CBB has established new key messages that communicate the four main branches of CBB while promoting the core values of the organisation. These key messages are:

• CBB Corporate the not4profit people

• CBB Consulting business solutions 4 the community

• CBB Salary Packaging more 4 the community

• CBB Community Development care 4 the community

Key messages are being applied to all new marketing materials being developed by CBB and will continue to assist in creating a stronger brand awareness for the organisation and Not for Profit sector.

CBB’s commitment to the community was also highlighted by a variety of sponsorships, events and publications. Most notably, ‘The Executive Salary Survey 2012’, is provided as a free resource for individuals working for NFP organisations.

Future

A Marketing and Communications Strategic Plan for 2012-2014 is currently being developed to further strengthen CBB’s position in the NFP sector, with an emphasis on innovation, partnerships and community engagement.

Information Communication Technology (ICT)

2011-2012 has been a year of change for the ICT team, starting with the relocation of the CBB office

and its infrastructure to Kensington. The project was completely successful, providing uninterrupted and continuous services to Salary Packaging, Consulting and Community Development activities.

ICT has continued to improve our Salary Packaging helpline through the implementation of call-recording to assist the training of our staff to better service client needs, and to provide opportunities to streamline a client’s interaction with CBB, by simplifying common actions. The helpline has been further enhanced to include call queue screens ensuring that wait times are kept to a minimum.

Continuous improvement is always high on the ICT agenda, last year we completed two major changes. Firstly, we have completely overhauled our infrastructure increasing our capacity for IT systems and improving speed ahead of expected growth in CBB’s services. These improvements have an added benefit of simplifying the administration tasks for these increasingly complex systems. Secondly, we have redesigned key systems to accommodate same day processing of our Salary Packaging Cards. Together with continued improvements to our signup tools, helpline dashboard and other software, ICT has been very busy reducing workloads and improving the quality of systems.

CBB Corporate the not4profit people

OUR VISION

A dynamic Not for Profit sector

achieving its social objectives.

OUR MISSION

To enhance the capacity and sustainability of Not for Profit

organisations.

OUR VALUES

CBB staff will always be ethical in our dealings with clients and stakeholders. We shall offer and

deliver services in a manner which reflects strong commitment to

the following values:

Respect

Integrity

Service

Empowerment

About CBB

CBB is an incorporated Not for Profit organisation and social enterprise. It specialises in working with the Australian Not for Profit sector, with empathy and genuine understanding of the challenges and issues that affect its ability to realise its goals and purpose.

This knowledge, combined with our technical expertise, enables us to advise, help and support other Not for Profit organisations. We are passionate about the sector and channel surplus funds back into community development.

Board Members

Aaron Chia - ChairFinance & Audit CommitteeCommencement: October 2002

Jody Bund - Treasurer/Deputy ChairFinance & Audit CommitteeCommencement: October 2009

Michael Dawson - CEO/Public OfficerCommencement: May 2010

Gregg RyanCommencement: April 2011

Barry PhillipsFinance & Audit CommitteeCommencement: October 2009

John HarleyCommencement: October 2009

Georgie McGormCommencement: June 2011

Sylvia AndersonsCommencement: March 2012

Strategic Goals 2012 - 2015

1. An efficient, effective and sustainable CBB

2. Advance the interests of people living with disadvantage by providing direct services

3. Enhance the capacity and sustainability of the Not For Profit sector and its agencies

4. Enhance the image, importance & recognition of the Not for Profit sector in Australia

5. Develop and maintain a productive CBB Community Development program

Alison NewtonBev WaltersBruna JafferBruno DelgadinhoCarol HaslamClytie WicksteadDaniel PerkinsDaniel PurvisDavid PalmerDebbie HenderElizabeth TysonGerry HowleyGreg FranksJacqui ShawJamie PorterJames AbrahamJane DavenportJo SwinglerJoanna OverbeekJodie BeamesJodie JamesJudy RoddaKara Davidson

Karen DavidsonKyle LloydLeon NitschkeLeticia VargasMark GauciMeegan BryantMichael ColmagroMichael DawsonMichael ColeyMonique ZalunardoNaomi PaechRebecca LinehanRebekah TurnerRod McInnesRommie CorsoRon YatesRosie PelleTeresa TriulcioTerry CreekVanessa SmithWayne TurnerYvonne Smith

Contact CBB




Phone: 08 8444 9700

Fax: 08 8332 2490


www.cbb.com.au

CBB Staff

Thank you to all staff for your valuable contributions throughout the year.

OUR PHILOSOPHY

CBB expresses its philosophy primarily through its Vision,

Mission and Values.

In addition we are highly committed to supporting the achievement of social justice in the Australian community.

This is achieved through our work with our client organisations, our activities in ‘Giving Back to Community’ through our

Community Development program, and by showing leadership within

the Not for Profit sector.

the not4profit people the not4profit people

ANNUAL REP O R T 2011 - 2012




Phone: 08 8444 9700

Fax: 08 8332 2490


www.cbb.com.au


Documents

ANNUAL REPORT - Community Business Bureau€¦ · ANNUAL REPORT 2011 - 2012 CBB (Community Business Bureau Inc.) ABN: 57 098 352 150 Head Office: 17 Phillips Street, Kensington SA