2016 Annual Review - Hohepa Homes

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2016 Annual Review - Hohepa Homes
HOHEPA HOMES TRUST BOARD

2016 Annual Review
2016 Annual Review - Hohepa Homes
Contents
                                                  02     Values
                                                  03     Chairman’s Report
                                                  04     Regions
                                                  05     People
                                                  09     Families Association
                                                  10     GM Interviews
                                                   18    Financial Statements
Our purpose is to create opportunities for        20     Thanks to Our Funders

people with an intellectual disability to live
a full life and find a valued place in society.

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2016 Annual Review - Hohepa Homes
Values                                                           Chairman’s Report
                                                                          Change has been the defining theme of the past year for
                                                                          Hohepa Homes Trust Board. With change comes opportunity
         Accountability                                                   for renewal, and challenges that lead us to self-reflect,
         Delivering what is expected to the people we support and
                                                                          adjust, question, then move forward with confidence.
         being transparent with families, funders, staff, and the
         wider community.                                                 At the close of 2015 Simon Martin stepped down from the        In recent months a strategic review of Kapiti has been
                                                                          board. We thank Simon for the many years he dedicated          commenced by the Hohepa Homes Trust Board. For the
                                                                          to Hohepa. We take this opportunity to also thank Wendie       moment progress has been slowed to enable us to invest in a

         Courage                                                          Harvey (HB) and Stephen Curham (Auckland) who have
                                                                          resigned their positions as regional chairs.
                                                                                                                                         business case study to help us make informed decisions and
                                                                                                                                         provide any potential investors with relevant information.
         Having an open mind, speaking up and out, trying new things,     A key staff member to join us this year has been our           The audited annual group result is a net deficit of $420,413.
         being open to feedback, backing ourselves, acting out            National General Manager Hayley Anderson. In the few           This result is after allowing for depreciation and amortisation
                                                                          months Hayley has been with us her commitment, clarity         expense (a non-cash cost) of $1,321,300. This deficit is not
         of our principles.                                                                                                              sustainable going forward and considerable board and
                                                                          and capabilities have enabled us to move forward in a
                                                                                                                                         management time is focussed on ensuring a sustainable
                                                                          cohesive and clear direction.
                                                                                                                                         future. A full set of financial statements is available on

         Empathy                                                          For some time there has been little synergy between the
                                                                          regions, each has been operating independently, with little
                                                                                                                                         www.hohepa.org.nz or you can request a copy at
                                                                                                                                         trust@trust.hohepa.org.nz
         Acknowledging the rights, aspirations, interests, dreams,        connection to the others. A result has been the development
                                                                                                                                         We face challenges of raising finances to provide the right
                                                                          of varied reports on finances, health, wellness and safety,
         value and worth of people.                                                                                                      environments for people, staff opportunities, meeting
                                                                          communication and information technology.
                                                                                                                                         the demands of legislation, providing a safe and healthy
                                                                          For the board to govern well and carry its responsibilities,   environment and ensuring succession. As with every challenge
                                                                          change was essential. We are now working to nationally         we have an opportunity to become a stronger organisation.

         Integrity                                                        align policies and reporting.

                                                                          In cooperation with the regions and stakeholders, we have
                                                                                                                                         Our highest priority is to provide the possibility for our people
                                                                                                                                         to live their lives to the fullest extent. I close this report by first
         Being open, ethical, honest, genuine, trusting, professional,    developed a national strategic plan: Hohepa Homes 2020.        recognising the gifts that those with intellectual disabilities
         team focused and compassionate.                                  HHTB has also taken time for self-reflection and a review      bring to Hohepa, acknowledging with respect and gratitude
                                                                          of governance. We aim to provide leadership, transparent       all the staff who work daily to support them in meeting their
                                                                                                                                         goals, and finally thank all within and beyond Hohepa who
                                                                          processes and a clear direction. We work to support Hohepa
                                                                                                                                         give Hohepa a real presence in the world today.
                                                                          through encouraging good practice guided by the impulses

         Respect                                                          of Anthroposophy and those given by Rudolf Steiner.            SUE SIMPSON

         Respecting peoples choices, voices, spirituality and opinions,
         being individualised, suspending judgment, listening and
         supporting each other.

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2016 Annual Review - Hohepa Homes
Auckland
                                                                                                                 People
                 Residential services (Adult)

                 Community participation
                 and vocational services

                 Transition services
                 (School to the community
                 transition programme)

                 Flexible support (Disability)

                                                                                                                 Sue Simpson                              Greg O’Connor                              Neil Fergus
                                                                                                                 NATIONAL TRUST CHAIR, HAWKE’S BAY        TRUST BOARD MEMBER                         TRUST BOARD MEMBER
                                                                                                                 REGIONAL BOARD MEMBER
                                                                                                                                                          I am father of Michael, a resident at      A strong supporter of the excellent
                                                                                                                 Three years ago I joined Hohepa          Hohepa Kapiti. I have been on the          environment and anthroposophical
                 Kapiti                                                                                          Homes Trust Board from the HB            Trust Board for 10 years, and believe my   principles that Hohepa operates under.
                                                                                                                 regional board. In October 2015          knowledge of the Wellington political      I look forward to using my experience
                 Adult and children
                                                                                                                 I was elected to the position of         scene and media have enabled me            and expertise to assist and enhance
                 residential service
                                                                                                                 chairperson of the board.                to contribute to Hohepa, along with        the Governance of Hohepa Trust Board
                 (including CYF placements)                                                                                                               the governance skills I have acquired      and Hohepa Services Limited
                                                                                                                 Professionally I have worked as a
                                                                                                                                                          chairing a $40m dollar organisation.
                 Adult community                                                                                 general nurse, eurythmist, teacher/                                                 Living in Napier with my wife Carolyn,
                 participation activities                                                                        educator and principal, and have         I have been President and Executive        we have three adult children, the
                                                                                                                 experience in management and             Chairman on NZ Police Association for      youngest Vanessa is resident at
                                                                                                                 governance. At present I hold the        21 years, an organisation with similar     Pohutakawa House at Clive. I have
                                                                                 Hawke’s Bay                     position of General Secretary of the     assets and funds to Hohepa. I am a         until very recently, worked as a senior
                                                                                                                 Anthroposophical Society in              sworn police officer and detective.        manager at Napier City Council in
                                                                                 Adult and children              New Zealand.                                                                        charge of the city’s tourism facilities.
                                                                                                                                                          Being involved in employing our
                                                                                 residential service
                                                                                                                 A goal I have is to support a changing   National General Manager has been          I am a member of Chartered
                                                                                 (including CYF placements)
                                                                                                                 culture in governance such as this       a major achievement this year, along       Accountants of Australia and
                                                                                                                 year’s consultation and cooperation      with consolidating Kapiti Hohepa.          New Zealand. Currently I am chair
                                                                                 Adult community
                                                                                                                 in developing the new Strategic Plan,                                               of the audit committee of Hohepa
                                                                                 participation activities                                                 I believe the challenge for Hohepa
                                                                                                                 Hohepa Horizon 2020. Moving forward                                                 Homes Trust Board.
                                                                                                                                                          going forward is to maintain the
                                                                                                                 I believe that we can rise to the
                                                                                 Children’s school – private                                              special character while adapting to
                                                                                                                 challenge to provide the resources,
                                                                                 residential boarding school                                              the requirements of the Government
                                                                                                                 both human and financial, that will
                                                                                 based on Waldorf principles                                              Ministries which fund us.
                                                                                                                 enable Hohepa to be the light in
                                                                                 (Rudolf Steiner education       the world that it can be.
                                                 Canterbury                      philosophy)

                                                 Residential (Adult)             MIL (more independent living)

                                                 Day services

                                                 Flexible support (Disability)

                                                 Supported Independent Living

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2016 Annual Review - Hohepa Homes
Peter Bosworth                            Sue Gates                                      Peter Phillips                             Shelly Witchalls                            Hayley Anderson                             Trustees that retired
         TRUST BOARD MEMBER & CHAIR                TRUST BOARD MEMBER                             TRUST BOARD MEMBER                         TRUST BOARD MEMBER, CHAIR                   TRUST BOARD GENERAL MANAGER                 during the year:
         CANTERBURY REGIONAL BOARD                                                                                                           HAWKE’S BAY REGIONAL BOARD
                                                   I have worked in the disability sector         I was on the Canterbury Regional Board                                                 I joined Hohepa in a new role for
         The last 12 months has been a busy        my entire working life, variously as a         for several years and from there was       I hope to bring skills developed from       the organisation in March of 2016.
                                                                                                                                                                                                                                     Simon Martin (Chairman)
         period for the Trust and Regional         primary trained Teacher, a Psychologist,       invited to join the Hohepa Homes Trust     my years in business and the community,     I have visited all the Hohepa regions,      Wendie Harvey
         Boards as we look to provide a service    an Advocate, University Lecturer in            Board. I am a lawyer by profession and     where I have seen the opportunities         some multiple times over the past
                                                                                                                                                                                                                                     Stephen Curham
         that fits with the ever changing          disability studies and latterly a Researcher   have had many years’ experience in         to strengthen organisations through         six months and it is obvious that
         demands of the people we support          on health and disability issues.               business and governance roles.             working together as a team with all         there is passion and caring for those
         and the agencies funding our services.                                                                                              stakeholders.                               with an intellectual disability.
                                                   I have been on the Board for four years.       I do not have a family member with
         I joined Hohepa in 2004, currently        I made this commitment because I               intellectual disability but through        I have been Chair of the HB Board           I also feel a deep sense of pride from
         chair Canterbury and have been on         believe in the work that Hohepa does           my involvement with Hohepa I now           since June 2016. I have two daughters,      those who have worked at Hohepa,
         the Trust Board since 2015. This year     with its enthusiasm and devotion to            have a huge respect for all involved       including 21 year old Emily who             some for many years, in the support
         we were very pleased to welcome our       the “whole” person and its recognition         with Hohepa, the service users, their      attends Hohepa School and resides           being offered across the regions.
         new General Manager Arnah Trelease        of parents and families as being               carers and their families. I believe the   at Harold Holt House.
                                                                                                                                                                                         My commitment is to ensure
         to Canterbury. I have had involvement     integral to the service.                       services provided by the Hohepa family
                                                                                                                                             I have spent most of the past 30 years as   Hohepa governance and leadership
         with the sector going right back to                                                      are the best available because of our
                                                   I am most proud of the efforts to                                                         a self-employed SME business owner.         is contemporary and vibrant so we
         my school days but my background                                                         values, our outstanding staff, and the
                                                   expand the work of Hohepa by offering                                                     My company started in 1987, is still        can deliver on the agreed strategic
         in strategic planning, finance and                                                       passionate family support.
                                                   much needed services to families in                                                       trading. My experience has been mainly      direction for Hohepa.
         banking are well suited to the ongoing
                                                   the Wellington area.                           The disability sector has many             in hospitality and food manufacturing.
         challenges in the disability sector.
                                                                                                  challenges going forward, particularly
                                                   My goal for the future of Hohepa is to                                                    Governance experience includes board
         Hohepa with its very special character                                                   with changes to Government policy/
                                                   be a preferred provider of outstanding                                                    roles with Fairhall School, Marlborough
         is a place that seems difficult to                                                       funding. As a Board member I would
                                                   services especially to people with                                                        Girls College, Riding for the Disabled,
         leave and is why I think everyone                                                        hope that in the future we can offer
                                                   very high and complex needs,                                                              the NZ Restaurant Association.
         who is involved becomes so quickly                                                       the Hohepa experience to many
                                                   and their families.
         passionate about what we offer.                                                          people without compromising in any         I was an appointed rep on the
                                                                                                  way our present service users.             Marlborough Nelson DHB’s Child/
         Over the next year I am looking
                                                                                                                                             Adolescent Health Reference group
         forward to bringing the communities
                                                                                                                                             for 6 years and a Judge for the
         closer and using our collective
                                                                                                                                             Marlborough Chamber of Commerce.
         strengths to make Hohepa a much
                                                                                                                                             After coming back to the Bay three years
         better place for the people we support.
                                                                                                                                             ago, I now operate Meadowood House
                                                                                                                                             and Vineyard with my husband Mark.

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2016 Annual Review - Hohepa Homes
The Peel Forest Farmer
         A poem about Simon Martin written by Greg O’connor

         The Peel Forest Farmer,                   With no direct family in the sector,    Thanks for the time that you gave us.
         Skills built picking good stock.          His involvement must be lauded.         Your time at Hohepa was red letter.
         Was never going to be stimulated,         A real labour of love,                  Retire secure in the knowledge,
         Just by deciding when to dock.            Offering skills otherwise unafforded.   You made the residents lives better.

         To the boardrooms he went,                Oversaw Hohepa Services,                He’s all yours now Kate,
         Commercial skills there well honed.       To safeguard our assets.                He’s taken his share of the flak,
         So when Hohepa came calling,              Strengthened the governance,            Although knowing Simon as we do.
         His time he happily loaned.               Recognising we have many facets.        There’ll be new causes to back.

         His steady hand was needed,               Presided with a calm air,               A true New Zealander,
         To reassure funders who were perturbed.   Never losing his cool.                  His works earned him good karma.
         Despite the dedication of staff,          His smile and reasonableness,           Our native language best describes him,
         The money had been curbed.                A very effective tool.                  The man oozes Mana.

         It needed a melding of cultures,          Hohepa in better shape,
         Special character with bureaucracy,       Than what he found when he came,
         The ability to keep everyone happy,
         Thriving residents the key.
                                                   We couldn’t ask more,
                                                   That’s worth all acclaim.                                                         Families Association
         Simon chaired Hohepa through that,
         The Ministries reassured.
                                                   He’s still giving back,
                                                   Working with citizens advice.
                                                                                                                                     2015/16 Achievements
         New school and new houses,                All who deal with him will say,                                                   Families Associations around the country have supported Hohepa
         Means less discomfort endured.            That guys really nice.
                                                                                                                                     over the past year in a range of activities. These have included:
                                                                                                                Simon Martin         • Organised Families Weekend programmes        • In Hawkes Bay the Families Association
                                                                                                         HOHEPA LIFE MEMBER 2016       in parts of the country that received very     provided some funding for the visit by the
                                                                                                                                       positive feedback                              family of a co-worker who died (as a way
                                                                                                                                                                                      of recognising the contribution the
                                                                                                                                     • Contributed at various local meetings
                                                                                                                                                                                      co-worker made to Hohepa)
                                                                                                                                     • Attended various Fairs and Festivals
                                                                                                                                                                                    • Families Association Chair in Hawkes Bay
                                                                                                                                     • Met with and supported the Hohepa              provided significant support to the General
                                                                                                                                       Homes Trust Board General Manager              Manager Hohepa Homes Trust Board
                                                                                                                                       and Hohepa Homes Trust Board Chairman
                                                                                                                                                                                    • The Hohepa Homes Trust Board acknowledges
                                                                                                                                       on several occasions
                                                                                                                                                                                      the contributions and effort made
                                                                                                                                     • Provided feedback to national                  by members of the Hohepa Families
                                                                                                                                       documents of interest                          Associations across the country

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2016 Annual Review - Hohepa Homes
Arnah Trelease
                                                    General Manager – Hohepa Canterbury

         How long have you been a                   What are the main areas of focus for       We know that the priorities for the
         Hohepa and why are you here?               your region in the coming year?            people we support are: to get their
                                                                                               own bank accounts and EFTPOS
         I started my role with Hohepa in           Broadly our strategy means that
         January 2016. I was looking for a
         role that would bring me closer to
                                                    Hohepa Canterbury are looking to:
                                                                                               cards, helping people, participating
                                                                                               in the community, getting a job or         Canterbury 2015/16
                                                    1. Diversify                               going flatting.
         influencing the lives of people with
                                                    2. Build our profile
         an intellectual disability. Hohepa                                                    How do you think we can work best                                provided         provided                paid for
                                                    3. Implement smart systems                                                               supported
         really appealed because of the special                                                with individualised funding?
                                                                                                                                                                 day            flexible            210,570
                                                                                                                                              84
         character and overall size of the          4. Align with our national organisation,
                                                                                                                                                               services
                                                                                               Imaginatively.
                                                       government policy and best practice
                                                                                                                                                                               disability
                                                                                                                                                                                                       hours
         organisation – enough to be unique
                                                       for supporting people                   How do you see current trends in
         yet maintain flexibility in this ever
         changing sector.                                                                      intellectual disability support aligning
                                                                                                                                              residents
                                                                                                                                                                   for          support                 of work
                                                                                                                                                               96
                                                    5. Exceed expectations
                                                                                                                                                                    people
         What has been your regions contribution
         over the past financial year, please
                                                    In the coming year that means that
                                                    we would like to create a service for
                                                                                               with special character?
                                                                                               I think the question is how does our
                                                                                                                                                                               for
                                                                                                                                                                                     3   people

         include any significant projects?                                                     special character align to current

                                                                                                                                                                                                       1326
                                                    supporting people with intellectual
                                                    disability and Dementia, move from
                                                                                               trends? The fact we have special
                                                                                                                                              welcomed                          supported

                                                                                                                                               18
         Hohepa Canterbury’s focus was on
                                                    RIBA to Personal Fund Accounts for
                                                                                               character gives us a point of difference                                         people to
                                                                                                                                                                fundraised
                                                                                                                                                                                                        visits
                                                                                                                                                              $186,293 achieve
         consolidation for the 15/16FY. Key                                                    and our challenge is to ensure that
         personnel changes, the General             each person that we support and
                                                                                               our Anthroposophical principles can
                                                    ensure we are delivering on the                                                                                                                       to the
                                                                                                                                             regular                    400
         Manager of 21 years resigning, and                                                    be clearly articulated and lived in a
         coming almost to the end of the            enabling good lives principles.
                                                                                               contemporary way.                                                                                       wellness
         earthquake repairs program was
         impetus for a business as usual approach
                                                    What is the priority for individuals
                                                                                               Where do you see Hohepa
                                                                                                                                           volunteers                                goals              centre
                                                    that you support?
         in most aspects of operations.                                                        in 3 years time?

                                                                                                                                                                     26
                                                    We recently completed the Enabling

                                                                                                                                                                                      9                governed by
                                                                                               More connected as an organisation,
         Of significance in 2015/16 the             Good Lives survey with the people                                                         provided          held
         following was achieved:
         • Conifer, Robson, St John, River,
                                                    we support and through this they
                                                    told us about the things they think are
                                                                                               enabling us to leverage our collective
                                                                                               expertise, knowledge and infrastructure
                                                                                                                                             716               community
                                                                                                                                                              support                peer
                                                                                                                                                                                                           8
                                                    important. Our Community Support
                                                                                               in a way that focuses more of our
                                                                                                                                                                                                     volunteer
                                                                                                                                                               group
           Lamar and Willow has significant
           earthquake repairs undertaken            Group (CSG) meet regularly as well to
                                                                                               resources into providing support for
                                                                                               people with intellectual disabilities        therapy                           supporters              regional board
         • Van Asch and Pamu build
           was completed
                                                    discuss what is topical for them.
                                                                                               and autism.                                  sessions            meetings         trained                 members
         • A Peer Support program

                                                                                                                                                                                  2                      10
           was established                                                                                                                                      supported
         • We achieved four year                                                                                                                drove          11 people
           certification
                                                            “I was looking for a role that would bring                                    224,304              to volunteer
                                                                                                                                                                 or in paid      new                    corporate,
                                                                me closer to influencing the lives of                                       kilometres                                               school or church
                                                                                                                                            in our vehicles
                                                                                                                                                               employment
                                                                                                                                                                   in the     residents                 volunteer
                                                                 people with an intellectual disability”                                                        community       welcomed                 groups

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2016 Annual Review - Hohepa Homes
Andy White
                                                       General Manager - Hohepa Hawke’s Bay

          How long have you been a Hohepa and          What are the main areas of focus for           “More Independent Living”. As we
          why are you here?                            your region in the coming year?                re-shape our adult service design,
                                                                                                      we are positioning for a future of
          Since October 2007. 9 very rewarding         • To reshape the form of our adult services,
                                                                                                      Individualised Funding processes.
          years. I came from a background in
          education management including
                                                         determined to retain the strengths of
                                                         our service. Redesigned programming
                                                                                                      More flexibility in service design.            Hawke’s Bay 2015/16
          “special education” – the role, while on       for best use of funding resources            How do you see current trends in
          a larger scale, is still about working and     across Ministry of Health and MSD.           intellectual disability support aligning
          developing with people, with a special                                                      with special character?
                                                                                                                                                       40,320                                                                          staff supporting

                                                                                                                                                                                       380
                                                       • Continue to build the form of our
                                                                                                                                                                                                                  school staff

                                                                                                                                                                                                                  52
          character and community focus.
          This made for a good match with
                                                         children and young persons service,          We face the future with confidence
                                                                                                                                                                                                                                         people
          my past, but offering change.
                                                         around school and home life with
                                                         cohesive planning to best foster
                                                                                                      and enthusiasm, determined to hold
                                                                                                      on to the strengths of our service
                                                                                                                                                       international                                                                    in homes
          What has been your regions contribution        development.                                 and special character:                            volunteers                      total staff                                        about
          over the past financial year, please         What is the priority for individuals           • Developing the whole person –                   hours per year                                                                   260 /week
          include any significant projects?            that you support?                                physically, emotionally and for
          Ongoing property improvements.                                                                autonomy.
                                                       • Continued emphasis in core principles
          Having been established in the 1950s,          that underpin our service design.            • Individualised development building
                                                                                                                                                        vegetables                     wooden                    93% students at
          the need for building upgrades has
          been constant – changing service
                                                       • Continued initiatives to foster and
                                                         support the independence of young
                                                                                                        capacities in communicating,
                                                                                                        social skill and sensory awareness.
                                                                                                                                                        harvested                       toys                   school come from
                                                                                                                                                                                                               homes outside HB
                                                                                                                                                                                                                                       24 staff
          demands, and growth require
          additions and improvements.
                                                         adults in our “More Independent              • Maintaining routine and structure
                                                                                                                                                           for houses                   made per year
                                                                                                                                                                                                                from as far away         supporting
                                                                                                        to daily lives that give confidence
                                                                                                                                                                                        526 toys
                                                                                                                                                      45,778                                                                            people to be
                                                         Living” programme. Young adults
          During past 12 months continued                                                               and stability.                                                                                           as Alexandra in
                                                                                                                                                                                       animals 732
                                                         progressing in looking after themselves
          efforts to lift service quality and build      in their own chalet, learning to cook        • Freedom of the individual – exercising                                                                   the South Island      in community
          staff consciousness about the “special
          character” principles we endeavour
                                                         and keep their “house” progressing on          choice/control over own life.
                                                                                                                                                       kilograms                       252 shapes               and as far north       during each week
          to work under:
                                                         to supported “flatting” type living.
                                                       • Meeting needs of young people
                                                                                                      • Building social awareness and
                                                                                                        self-worth through purposeful                        per year               alphabet letters   1,195       as Auckland         across all events
          • “Hohepa certificate” training programme      and their families.                            engagement.
            instigated, to strengthen practices                                                       • Maintaining opportunities in the

                                                                                                                                                                                                                     38
            consistent with those principles.
                                                       • Meeting the challenge of the growing
                                                                                                                                                     metres woven cloth                     about                                            over
                                                                                                        “Living Arts”, through work of therapists.
                                                                                                                                                                                                                                       7000 hrs
                                                         number of ageing people – and
          • Continued to develop “Personal
            Planning” format and approach within
                                                         how to viably operate an aging care          • Engaging among the wider community            / yr (estimated)              200,000
            the context of that special character :
            an emphasis on development of the
                                                         support service.
                                                       How do you think we can work best
                                                                                                        – in work and social settings.
                                                                                                      Maintaining this focus on each person,         145.54    metres                     litres /yr
                                                                                                                                                                                       milk made into
                                                                                                                                                                                                                  cows milked
                                                                                                                                                                                                                  to make the
                                                                                                                                                                                                                                       school student
                                                                                                                                                                                                                                        in programmes
                                                       with individualised funding?                   supporting them to grow and                      in 25 weeks
                                                                                                                                                                                       cheeses
            whole person – physical well-being;                                                                                                                                                                                           in the wider
            soul/emotional/relationship health;        Recently, the Ministry of Health has
                                                                                                      successfully be among others, to                recording started this year                                   cheese
                                                                                                      whatever is the level suited to each                                                                                              HB community
            and spiritual well-being (sense of         approved the opportunity to progress
                                                                                                      individual is the way for the future.

                                                                                                                                                             14
            self and autonomy). The outcomes           to “supported living” contract. Our “More

                                                                                                                                                                                      15,791 hrs                1.2                       28
            of plans used to evaluate service          Independent Living” program is consistent      Where do you see Hohepa
            quality show clear growth.                 with the principles of supported living.       in 3 years time?
                                                                                                                                                                                        community
                                                                                                                                                                                                                    tonnes
          • Continued growth in therapies which
            contribute to the health and well-
                                                       Recently 2 people contracted our
                                                       service under “Individualised Funding”
                                                                                                      Providing a varied service where
                                                                                                      Life of each person supported                    people per year               participation C/P           beeswax                 houses
            being of each person: and the public       agreements – building on our                   by Hohepa is “Fully Lived”.                                                        per year                   turned into
                                                                                                                                                           attend                                                                        supported
            exhibition in the Napier community                                                                                                                                                                     candles
            arts Gallery during the year showed
            the wealth of good work building                      “We face the future with confidence and                                                riding for                   4,362 hrs                 per year, used in 16       by our
                                                                                                                                                                                                                                         HB service
            the capacity of people we support.                                                                                                           disabled                    paid employment            varieties of candles
          During 2015/16 HB management                           enthusiasm, determined to hold on to the
          continued with establishment of the
          new Hohepa region in Kapiti.                       strengths of our service and special character”
12   HOHEPA HOMES TRUST BOARD | 2016 ANNUAL REVIEW                                                                                                                                                                         WWW.HOHEPA.COM | 2016 ANNUAL REVIEW   13
2016 Annual Review - Hohepa Homes
Russell Carter
                                                      General Manager – Hohepa Auckland

          How long have you been a Hohepa             The Hohepa Certificate Course, which         How do you think we can work best
          and why are you here?                       aims to strengthen our service quality       with individualised funding?
                                                      through a deeper understanding of
          Not very often do I stop to reflect on                                                   Funding is an enabler but the most
          the past, rather I’m more focused on
          the future, so I am quietly astonished
                                                      Hohepa’s values, has encouraged
                                                      open constructive dialogue that has
                                                                                                   important thing is people (He tangata,
                                                                                                   he tangata, he tangata). To work best
                                                                                                                                               Hohepa Auckland 2015/16
                                                      strengthened collegial relationships.
          that Hohepa Auckland is 20 years                                                         with people we need to embrace

                                                                                                                                                    20
          old this September – and that I (with       What are the main areas of focus for         flexibility, adapt to each situation,                                    transition students                we’ve had nearly         we are supporting

                                                                                                                                                                                                                 250
          Silke Carter of course) have been here      your region in the coming year?              and deploy resources (staff and                                          we have supported
          all that time – and indeed we were                                                       funding) in different ways. We must                                             so far                                                6 people
                                                                                                                                                                                175
                                                      We will continue to expand services,
          the first residents! Over the years we
          have done our best to keep up with
                                                      where we are able, for people in the         share responsibility and work in close
                                                                                                   cooperation with the people and
                                                                                                                                                     years old                                                  volunteers            in their own home
                                                      wider community. We will continue to                                                            this year!                                             from overseas visiting    - in their own community -
          the ever-evolving world around us.                                                       their network of support, including
                                                      facilitate partnerships with families and
          We have grown together in mutual                                                         families, friends, government
                                                      work with other organisations for the
          support. How time flies!                                                                 departments (Ministry of Social                       over                                                  we work with               we are currently
                                                                                                                                                                           collaborate
                                                                                                                                                     100
                                                      benefit of the people needing support.

                                                                                                                                                                                                               22 local
                                                                                                   Development, Ministry of Health) and                                                                                                     supporting
          What has been your regions contribution     We will endeavour to strengthen and
          over the past financial year, please        grow the micro-business initiatives. The
                                                                                                   other organisations (Schools, Needs                                           actively with
                                                                                                                                                                                                                                           30   people in
          include any significant projects?
          Hohepa Auckland’s focus has been
                                                      individual aspirations of each person
                                                      will be our central focus.
                                                                                                   Assessment Services, IF services, such
                                                                                                   as Manawanui-in-Charge, and so on).

                                                                                                   How do you see current trends in
                                                                                                                                                 personal plan
                                                                                                                                                  meetings completed
                                                                                                                                                    a year including
                                                                                                                                                                                    15
                                                                                                                                                                              other providers
                                                                                                                                                                                                               high schools
                                                                                                                                                                                                                to support ORS
                                                                                                                                                                                                                funded students
                                                                                                                                                                                                                                        residential services
                                                                                                                                                                                                                                        and 87    people in
                                                                                                                                                                                                                                           other services
          to support expansion of services for        We will review current services to                                                           transition services
                                                                                                   intellectual disability support aligning
          people in the community and better          ensure they are effective. This means
                                                                                                   with special character?
          align services to the organisations         looking at how our residential and day
          values, the UN Convention of the            service facilities and staffing structures   A value system that creates a culture of       microbusiness                  we provide                  we support                      28 people
                                                                                                                                                                                services from                                          participate in SPEC
          Rights of people with disabilities, and     can be improved to optimise living           questioning, reflecting and reviewing
                                                                                                                                                THE GOOD                                                        9 people in paid
          Enabling Good Lives principles.             conditions and individualised services.      will better respond to the person as a                                  Warkworth to                      employment, 9 people     (South Pacific Education Course)

          Our Transition Service and Community        What is the priority for individuals
                                                                                                   human being with unique interests,             STUFF                     Pukekoke                           in voluntary work        Headway modules
          Participation Service have been             that you support?
                                                                                                   gifts, contributions and aspirations.
                                                                                                   By living our values we better understand
                                                                                                                                                 is making 2500             a distance of more than             and 3 people in               11
                                                                                                                                                                                                                                              people
          particularly satisfying in that we have
          been able to support many people and
          families in their own homes, in their own
                                                      A priority for people is to have their
                                                      own identity with freedom to unfold
                                                                                                   ourselves and each other. It binds us
                                                                                                   together - and validates the ideas of
                                                                                                                                                healthy loaves of
                                                                                                                                                   bread a year               110km                          work experience in the
                                                                                                                                                                                                               wider community
                                                                                                                                                                                                                                        are supported in
                                                                                                                                                                                                                                      numeracy and literacy
                                                      and grow in their own way. It’s up to us     our founding - which is central to
          communities. Micro-businesses were
                                                      to be skilled so that we can guide them      the Hohepa story.
          established with people, for people.                                                                                                    we are supporting                    our                     we have received                 in our
                                                      in their journey. We want to support
          “The Good stuff” bread bakers have                                                       Where do you see Hohepa                          people from 6          “Running Man”                         on average              residential service
                                                      them, wherever and however, to
          established a fine reputation for baking
                                                      develop self-esteem, make their own
                                                                                                   in 3 years time?                                ethnicity groups        video on Facebook                 $7,000 - $10,000              50% of people
          quality bread, the Super-duper Cleaning                                                                                                and pride ourselves                                          every year from the
                                                      decisions, and live their own lives, in      I see a strong human values-based                                          has had over                                                 are female and
          Company, and Kaa’s Lawn Mowing
                                                                                                                                                  on the mixture of                                                 P H Picot
                                                                                                                                                                             14,000                                                         50% are male
                                                      their chosen environments.                   organisation that has the ability to
          Service have established loyal clientele.
                                                                                                   respond to the needs of the population       people, beliefs, values,                                        Charitable Trust
                                                                                                   in different ways.                              and social circles              views                           and we are
                                                                                                                                                                                                               incredibly thankful
                                                                                                                                                                                                                                             3.33%
        “We have grown together in mutual
                                                                                                   Our integrity will give us credibility         that compose our
                                                                                                                                                     communities
                                                                                                                                                                           facebook.com/HohepaAuck/videos/
                                                                                                                                                                                                                 for this support       are married
                                                                                                   with all our stakeholders.

         support. How time flies!”

14   HOHEPA HOMES TRUST BOARD | 2016 ANNUAL REVIEW                                                                                                                                                                       WWW.HOHEPA.COM | 2016 ANNUAL REVIEW             15
2016 Annual Review - Hohepa Homes
“Anthroposophy is a path of knowledge
                                                       aiming to guide the spiritual element
                                                                        in the human being”
                                                                                      Dr. Rudolf Steiner

16   HOHEPA HOMES TRUST BOARD | 2016 ANNUAL REVIEW                    WWW.HOHEPA.COM | 2016 ANNUAL REVIEW   17
Financial Statements

                                                     Income                                                                     Expenses
                                                             Government                $24,057,715                                        Staff                    $22,294,741

                                                             Invalid Benefit             $2,152,864                                       Food etc                  $1,586,952

                                                             Farm & Workshops             $747,333                                        Property                  $1,426,730

                                                             Donations                    $592,926                                        Depreciation              $1,321,300

                                                             Other                       $1,168,386                                       Secretariat                 $388,172

                                                             Total Operational       $28,719,224                                          Other                     $2,130,989

                                                                                                                                          Total Operational      $29,148,884
                                                     Other net gains of $9,247 are not included above

                                                                                                        A full set of accounts can be found on the Hohepa website www.hohepa.com

18   HOHEPA HOMES TRUST BOARD | 2016 ANNUAL REVIEW                                                                                      WWW.HOHEPA.COM | 2016 ANNUAL REVIEW        19
Thanks to Our Funders
         Thank you to all these individuals, trusts and organisations who have so
         generously supported our work this year with gifts of $1000 or more:

         Hawke’s Bay                             Pub Charity                           Hohepa Foundation -
                                                 Rehabilitation Welfare Trust          Canterbury Fund
         Boddy Estate
                                                 Sarah Lennon Estate                   Jones Foundation
         Endeavour Community Foundation
                                                 Sports Hawke’s Bay                    Kirby Trust
         First Sovereign Trust Limited
                                                 Sutherland Self Help Trust Board      Lamar Charitable Trust
         Fonterra Grass Roots Fund
                                                 Tamatea Pak N Save                    The Keith Laugesen Charitable Trust
         Four Winds Foundation Limited
                                                 Tasman Smith Charitable Trust         Mainland Foundation
         Frimley Foundation
                                                                                       New Zealand Community Trust
         Gwen Malden Charitable Trust
                                                                                       The Old Villa B & B
         Harcourts Foundation                    Auckland                              Omani Trust
         Hawke’s Bay Foundation                  James Laurenson                       Pub Charity
         Homelands Trust                         James Searle Say Foundation           Rosma Family Trust
         Infinity Foundation                     PH Picot Charitable Trust             Rotary Club of Riccarton
         James Sharon Watson                     Te Pou Trust                          Charitable Trust
         Conservation Trust
                                                                                       Maggie Sewell
         JD Harris and Family Charitable Trust
         Jim Wood Trust
                                                 Canterbury                            Farina Thompson Charitable Trust
                                                                                       The Southern Trust
         Joan Fernie Charitable Trust Board      R G Bell Charitable Trust
                                                                                       Tiger Tint
         John Holt Memorial Trust                A Blakeway Trust
                                                                                       The Trusts Community Foundation
         JR McKenzie Trust                       Canterbury Masonic Charitable Trust
                                                                                       The Warehouse Group (Barrington)
         Lotteries Community Hawke’s Bay         Maurice Carter Charitable Trust
                                                                                       Alexander Harold Watson
         Lotteries Community Wellington          Christ’s College Lenten Appeal        Charitable Trust
         Napier City Council Rates Relief        The Conyers Lodge                     Pamela Webb Charitable Trust
         Napier Masonic Trust                    First Sovereign Trust Ltd             Z Barrington
         NZ Community Trust                      Flow Hot Yoga                         Z Cashmere
         Pak N Save Hastings                     Cynthia Greig                         Z Energy
         Pam Torbett Trust                       Sir John Hall Charitable Trust

20   HOHEPA HOMES TRUST BOARD | 2016 ANNUAL REVIEW
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