Health Capital Technical Topics MOHLTC Orientation to the Community Health Capital Programs Policy Operational Framework – Part II – Module 4 Thank you for joining us today for the second of 2 education sessions on the Operational Framework of the Community Health Capital Programs Policy, otherwise known as the CHCP policy

Agenda In Module 4 we will continue with the Blue River CHC example as the CHC completes Stage 2 Business Case Planning

Learning Objectives At the end of Module 4 participants will understand: The general process for site search, site selection and site approval The specific process for lease site search How to complete the: BC_7_Site Search and related Site Survey worksheets The Checkpoint IV activities required for the Endorsing Organization and ministry in finalizing site selection

BC_7_Site Search Worksheet and Process Overview The Blue River CHC obtains a copy of the CHCP Toolkit from the LHIN The only worksheet that they will see in the workbook is the Application Form. Blue Water CHC assigns a staff member to work with the staff to complete the form.

BC_7_Site Search Worksheet Overview Summary of all Steps in Site Search Including: Outcomes of site search scoring Recommended Site Ministry Approval of Site

BC_7_Site Search Worksheet Process Steps The BC_7_Site Search Worksheet lists information in the order of the steps required in performing the site search This summary worksheet displays key information that applies to the site search process including: Geographic Boundary of Site Search Space parameters for site search Lease length requirement Review criteria, scoring and weighting for lease, purchase and current site searches and evaluations The summary results of the completed individual site search reviews worksheets The Lead Organization’s recommended site The ministry review and outcome of review per the recommended site

BC_7_Site Search Worksheet: How it Works Lease Site Survey worksheets Purchase Site Survey worksheets Current Site Survey worksheets BC_7 _Site Search worksheet In the workbook there are multiple worksheets created for Site Search of Leased Space (10 worksheets) Site Search of Purchased Space (10 worksheets) Site Evaluation Options for Current Space (3 worksheets) As each survey worksheet is completed key information automatically populates the summary BC_7_Site Search worksheet

BC_7_Site Search Worksheet: Step 1 Search Geographic Parameters The first step in the site search is for the Endorsing Organization and the Lead Organization to set a geographic boundary for the search The geographic parameters of the search area must be at least a 1 km radius from the centre of the search area. This is equal to 3.14 square kilometers in total search area

BC_7_Site Search Worksheet: Step 2: Space Parameters Step 2 identifies the amount of space approved in BC_6_Space Requests The ministry will allow the site search to consider leased or purchased spaces up to 25% larger than the amount of space approved at BC_6_Space Requests This section then calculates and displays the maximum size space the ministry will allow to be considered for site review (up to 25% larger than the approved space requirement)

BC_7_Site Search Worksheet: Step 3: Lease Length Requirement Step 3 provides instructions for the Lease Site Search Step 3a identifies lease length requirements based on the approved square footage in BC_6_Space Requests and the average cost of a leased space development project This minimal lease length requirement will be used in assessing the site for the lease length precondition The table used to calculate lease length can be seen on the following slide

Lease Length Requirement Estimated Project Cost Min. Lease term 0-$1M 5 years $1M - $3M 10 years $3M - $5M 15 years $5M - $10M 20 years Over $10M 25 years The ministry requires a minimum period of lease length based on the anticipated cost of the project to ensure a fair return on investment. The lease length can be a combination of lease and options

BC_7_Site Search Worksheet: Step 4: Site Search Preconditions On the Site Search summary worksheet it is noted that in Step 4 of the process a site identified must meet a set of preconditions before progressing to a in-depth assessment Some preconditions apply to all searches and some will only apply to searches for a lease site or a purchase site The next slides describe each of the preconditions

BC_7_Site Search: Precondition 1 Precondition Name Instructions/Description The Leased Site is within the defined search area The Lead Organization (in consultation with the Endorsing Organization) define a geographic area appropriate from which to deliver programs and services Only properties within the defined search area will be considered eligible to undergo a full site search review. Where the Lead Organization proposes to amend the boundaries of the site search, the Endorsing Organization must approve the change. The new amended boundaries will then become the Site Search Geographic Boundaries. This precondition applies to both Lease Site and Purchase Site Searches

BC_7_Site Search: Precondition 2 Precondition Name Instructions/Description Zoning allows this type of function (or rezoning is probable) The Lead Organization must ensure that the zoning laws permit the operation of a health care facility in the site location or there is a reasonable level of assurance from the city/municipality that re-zoning will be permitted This precondition applies to both Lease Site and Purchase Site Searches

BC_7_Site Search: Precondition 3 Precondition Name Instructions/Description The annual Lease Cost of the site can be managed by the Lead Organization The cost is within the Lead Organizations’ annual accommodation allocation for single provider projects or; The cost can be managed by the Lead Organization and approved Partner Organizations lease cost contributions for multiple provider projects or; The Endorsing Organization has confirmed that additional operational funding will be provided to meet the increased lease cost This precondition applies to Lease Site Surveys or Current Site Surveys for expansion of current space to adjacent lease property

BC_7_Site Search: Precondition 4 Precondition Name Instructions/Description The Length of Lease meets ministry minimum requirement(s) The minimum length of lease is based on the estimated value of the construction project costs. This is calculated by the average square foot cost of construction for the sector and multiplied by the square footage of site space requirement (with gross- up) as determined in BC_6_Space Requests The Length of lease requirement is applied to leased space and new-build projects on leased land This precondition applies to Lease Site Surveys, Current Site Surveys for expansion of current space to adjacent lease property and new build projects on leased land

BC_7_Site Search: Precondition 5 Precondition Name Instructions/Description Site is available within approved ministry timelines The property must be available for the project within 6 months of the site search to ensure site availability should the project gain implementation funding. This precondition applies to all site surveys

BC_7_Site Search: Precondition 6 Precondition Name Instructions/Description Lease will not hold the organization responsible for maintenance of grounds, adjacent areas etc. The Lead Organization must ensure that there are no additional costs associated with the lease that should be the responsibility of the landlord The tenant should only be responsible for tenant space The Landlord should be responsible for all base building and surrounding grounds maintenance and repairs For more information please contact your ministry representative for a copy of the “Site Search Bulletin” This precondition applies to all Lease Site Surveys

BC_7_Site Search: Precondition 7 Precondition Name Instructions/Description The size of land is sufficient to allow the structure to be built to the approved space allocation The Lead Organization must ensure that there are no additional costs associated with the lease that should be the responsibility of the landlord The tenant should only be responsible for tenant space The Landlord should be responsible for all base building and surrounding grounds maintenance and repairs For more information please contact your ministry representative for a copy of the “Site Search Bulletin” This precondition applies to Site Surveys for land to be purchased or leased for the purpose of a building a structure

BC_7_Site Search Worksheet: Step 5: Site Review Criteria The summary sheet lists the review criteria that all Lead Organizations will use to assess sites that meet the preconditions The following slides describe each of these criteria in detail

BC_7_Site Search Worksheet: Step 5: Site Review Criteria 1 Results Options Instructions/Description Within 25% larger than approved space required This field is automatically calculated and returns the % variance between the amount of space approved and the amount of leased space under review Out of potential of 35 points 35 points for sites within the +/- 10% variance range 23 points for sites over 10% but under 20% 12 points for sites over 20% but under 25% 0 points for over 25% of approved space Rationale: Right sizing leased space to approved space needs is essential to effectively manage ministry capital and operating funding allocations

BC_7_Site Search Worksheet: Step 5: Site Review Criteria 2 Results Options Instructions/Description Access to public transit Drop down list provides options: Within 100m Within 200m Within 300m Within 400m More than 400m Out of potential of 10 points: 10 points for “Within 100m” 8 points for “Within 200m” 5 points for “Within 300m” 3 points for “Within 400m” 0 points for “More than 400m” or if there is no public transit in that area/town Rationale: More points are provided to site that better enable clients with potential mobility limitations to access the location from public transit – over 400m is a distance that makes access difficult for clients using public transport

BC_7_Site Search Worksheet: Step 5: Site Review Criteria 3 Results Options Instructions/Description Access to public parking Drop down list provides options Parking available on-site Other parking available within 200m Other parking available within 400m No parking available within 400m Out of potential of 10 points: 10 points for “Parking available on-site” 5 points for “Other parking available within 200m” 3 points for “Other parking available within 400m” 0 points for “No parking available within 400m” Rationale: More points are provided to site that better enable clients with potential mobility limitations to access the location via use of own vehicle – over 400m is a distance that makes access difficult for clients

BC_7_Site Search Worksheet: Step 5: Site Review Criteria 4 Results Options Instructions/Description Accessible entrance with passenger drop-off Drop down list provides options Distance between entrance and drop-off <20m (exists or possible to develop) Distance between entrance and drop-off <40m (exists or possible to develop) Distance between entrance and drop-off 40m+ (exists or possible to develop) Out of potential of 10 points: 10 points for “Distance between entrance and drop-off <20m (exists or possible to develop)” 5 points for “Distance between entrance and drop-off <40m (exists or possible to develop)” 0 points for “Distance between entrance and drop-off 40m+ (exists or possible to develop)” Rationale: More points are provided to site that better enable clients with potential mobility limitations to access the location via use of taxi, family or driving services – over 40m is a distance that makes access difficult for these clients

BC_7_Site Search Worksheet: Step 5: Site Review Criteria 5 Results Options Instructions/Description Suitability for Patient- Centred Care Drop down list provides options Highly Suitable Suitable Acceptable Unsuitable Out of potential of 20 points: 20 points for “Highly Suitable” 15 points for “Suitable” 10 points for “Acceptable” 0 points for “Unsuitable” Rationale: This category provides the Lead Organization with the flexibility to apply review criterion specific to that organizations’ or group of organizations client needs. The organization must: Apply these criteria equitably in reviews for each site Document these criteria, the rationale and scoring methodology and send this information to the Endorsing Organization and ministry so that this information may be used to develop new site review criteria in the future

Instructions/Description BC_7_Site Search Worksheet: Step 5: Site Review Criteria 6 – Leased Site Survey Review Criteria Results Options Instructions/Description One-time Building Remediation, Upgrade and/or Project Costs This is automatically calculated once the costing information is completed in Section 5: Lease Details/Costs and is based on additional one-time costs to be added to the project that should be the responsibility of the landlord Out of potential 15 points: 15 points where the one-time costs are less than 25% of the base lease cost Points diminish proportionally as one-time costs approach 2 years of base list cost Zero points where the one-time costs exceeds 2 years total base lease cost This criteria is specific to Leased Site Search

Instructions/Description BC_7_Site Search Worksheet: Step 5: Site Review Criteria 6 – Purchase Site Survey Review Criteria Results Options Instructions/Description One-time Building Remediation, Upgrade and/or Project Costs This is automatically calculated once the costing information is completed in Section 5: Costs and is based on the “all-in” cost of the project including purchase price, the project cost and any additional one-time costs to remediate land or structure that are in addition to these costs (minus demolition) Out of potential 30 points: 30 points for the lowest cost option Proportional points assigned to each option based on rank ordering and cost compared to lowest cost option This criteria is specific to Purchase Site Search

Instructions/Description BC_7_Site Search Worksheet: Step 5: Site Review Criteria 6a – Current Site Survey Review Criteria Results Options Instructions/Description Compare lease expansion to current lease site This is automatically calculated once the costing information is completed in Section 5: Lease Details/Costs and is based on additional one-time costs to be added to the project that should be the responsibility of the landlord for the additional lease area (same metric as Lease Site Review Criteria 6) Out of potential 15 points: 15 points where the one-time costs are less than 25% of the base lease cost Points diminish proportionally as one-time costs approach 2 years of base list cost Zero points where the one-time costs exceeds 2 years total base lease cost This criteria is specific to Current Site Search when the current site is a leased property being compared to a potential new lease site option

Instructions/Description BC_7_Site Search Worksheet: Step 5: Site Review Criteria 6b – Current Site Survey Review Criteria Results Options Instructions/Description Compare lease of land & new build/expansion option to lease site option This is automatically calculated once the costing information is completed in Section 5: Costs and Lease Information and is based on the total estimated cost of the project amortized over the length of a lease period that would be required for the same project cost for a lease project plus the annual land lease cost Out of a potential 15 points Points decrease in comparison to the least expensive lease site option This criteria is specific to Current Site Search when the proposed option is to lease adjacent land to the current site and expand by building a new structure or addition. The cost of this option is compared to the cost of potential new lease site options

Instructions/Description BC_7_Site Search Worksheet: Step 5: Site Review Criteria 6c – Current Site Survey Review Criteria Results Options Instructions/Description Compare purchase of land & build new structure option to lease site option Or Compare purchase of land with structure for renovation option to lease site option This is automatically calculated once the costing information is completed in Section 5: Costs and Lease Information and is based on the total estimated cost of the project amortized over the length of a lease period that would be required for the same project cost for a lease project Out of a potential 15 points Points decrease in comparison to the least expensive lease site option This criteria is specific to Current Site Search when the proposed option is to purchase land (with or without a structure) adjacent to the current site and expand by building a new structure or addition or renovate the existing structure The cost of this option is compared to the cost of potential new lease site options

BC_7_Site Search Worksheet: Step 6: Outcomes of Lease Site Search Once sites have scored, the top 3 sites will undergo Technical Building and Environmental assessments and then proceed to calculate a cost estimate for that option. These steps will be discussed further in the next sections as we work though the site survey worksheets. Once all Lease Sites. Purchase Sites and/or Current Site Options have been explored, the scores and key cost information is displayed in this section

BC_7_Site Search Worksheet: Step 7: Recommended Site and Ministry Review Where a Leased Site or Current Site option has been recommended by the Lead Organization, this information will be identified in this section Where no Leased Site option or Current Site option has been recommended by the Lead Organization or approved by the ministry, this section indicates the ministry direction for the Lead Organization to proceed to a Purchase Site Search

BC_7_Site Search Worksheet: Step 7: Outcomes of Purchase Site Search Where the ministry has directed the Lead Organization to proceed to a Purchase Site Search (Step 7) the outcomes of that Search compared to Current Site options are displayed in this section

BC_7_Site Search Worksheet: Step 8: Recommended Site and Ministry Review Where a Purchase Site or Current Site option has been recommended by the Lead Organization, this information will be identified in this section

BC_7_Site Search Worksheet: Ministry Review and Site Approval In the final section of the BC_7_Site Search worksheet the ministry documents the outcome of the review of the site recommended by the Lead Organization Once a site decision has been confirmed by the ministry, the Lead Organization is directed to proceed to BC_8_Cost Estimate, the final step in the Business Case

Completing Lease Site Survey Worksheets The Blue River CHC obtains a copy of the CHCP Toolkit from the LHIN The only worksheet that they will see in the workbook is the Application Form. Blue Water CHC assigns a staff member to work with the staff to complete the form.

BC_7_Site Search: Site Search Worksheets There are 3 types of site search worksheets Lease Site Survey worksheets Purchase Site Survey worksheets Current Site Survey worksheets In this section we will walk through examples of how the Blue River CHC would complete the lease site search worksheet There are 2 additional modules 4A and 4B that describe how to complete the purchase site and current site survey worksheets

Lease Site Search: Options When performing a lease site search the Lead Organization and its consultant may consider: Lease of a unit/space in an existing structure that meets the above requirements Lease of an entire existing structure that meets the approved space requirements determined at BC_6_Space Requests

Completing the Lease Site Survey Worksheets: Example The Blue River CHC has engaged a realtor to search lease properties within the approved size in the approved geographic area There were 5 properties identified Of these 5 only 4 met all of the preconditions The consultant team proceeds to complete a Leased Site Survey worksheet for each of these 4 options The following slides shows how the Leased Site Survey worksheet would be completed for Lease Site 1 Lease Site 1 is 9,000 square foot unit on the ground floor of a mixed use building located at 125 Lonely St. in Markham

Completing the Lease Site Survey Worksheets: General Information The Lead Organization or its consultant identifies: The resource completing the survey worksheet and the date the worksheet was completed The name of the site and address and the date the site survey was started

Completing the Lease Site Survey Worksheets: Space of Site and Project Space 1 2 3 In the next section: 1. The amount of approved space (after gross up) is displayed Blue River CHC or its consultant team then identifies: 2. The total square footage of the rental space being reviewed 3. The total square footage proposed for the project space (this may or may not be equal to the total sq. ft. of the space under review) In this scenario, the CHC proposes to develop the additional space (350 sq. ft.) as a Owns Fund component of the project

Completing the Lease Site Survey Worksheets: Variance of Approved Space to Project Space Once this information is entered, the worksheet automatically calculates the variance between the approved space required for the project (7,650 sq. ft.) and the proposed project space (9,000 sq. ft.) The percentage variance value will be used later in the worksheet as part of the scoring in the Site Review Criteria section

Completing the Lease Site Survey Worksheets: Preconditions The completed Preconditions Section for the Blue River CHC would appear as above For Precondition 5, the Lead Organization or its Consultant team would complete the identified worksheet cells in Section 6: Lease Details identifying the lease period available from the landlord. The worksheet will then indicate whether this precondition is met (see below)

Completing the Lease Site Survey Worksheets: Assessment Reports & Site History Once all mandatory preconditions have been met for a site, the Lead Organization will have the landlord of the property provide information regarding: the types of assessments done by the landlord in order to identify remediation and/or upgrades required to the project and related space(s), and; the one-time costs required to bring those areas of the base building up to Ontario Building Code. These are documented in this section and any associated reports are referenced In the Blue River CHC example an environmental assessment was done by the landlord indicating no contaminants in the project space

Completing the Lease Site Survey Worksheets: Site Review Criteria The Lead Organization or its consultant team proceeds to apply the Assessment Criteria to the site by completing criteria 2-5 This site scores well for all accessibility criteria (2,3 &4) The CHC has developed other criteria to assess suitability (criteria 5) and the site has scored well against these criteria The Lead Organization has entered some comments on this site as well At this point, Criteria 6 will show a maximum value unless one-time costs to upgrade or remediate the project or related space (that should be landlord responsibility, but would become part of project costs) were identified in the previous assessment section Criteria 6 score may change if the site scores well enough to proceed to a full site assessment and other costs in this category are identified

Completing the Lease Site Survey Worksheets: Technical Building Assessment The Lead Organization or its consultant team proceeds to a Technical Building Assessment of the 3 sites that scored the best in the Site Review Criteria For the Lease Site 1 option, the assessment has indicated that there will be some costs to do upgrades and repairs to the base building space to be leased These include Repair or replacement of windows (leakage issue) Repair or replacement of flooring and floor structural support Initial discussions with the landlord indicate that the landlord is willing to pay the cost of fixing the windows, but will not pay for fixing the floor/structural issues Therefore, if this site was selected for the project the cost of fixing the floor would be added to the project cost (estimated at $80,000)

Completing the Lease Site Survey Worksheets: Section 5: Estimating Costs for this Site Option Section 5 defines the total lease cost and the total estimated cost of completing the project for this lease site option

Lease Site Cost Section 5: Sub-Sections Additional Costs Lease Costs Project Costs Estimated total Project Costs

Section 5: Additional Costs The first section captures all additional costs These costs have been identified by: The Landlord The Technical Building Assessment The Environmental Assessment There 3 categories of Additional Costs Project Area One-Time Costs (Atypical Costs) Landlord One-Time Costs Added to the cost of Project Landlord One Time Costs Added to the Lease Cost

Section 5: Additional Costs: Project Area One-Time Costs (Atypical Capital Costs) These are known or anticipated costs outside of those traditionally included in cost per square foot renovation/construction calculation These are generally managed as Cash Allowances and could include items such as mold or asbestos abatement These will be included in the overall estimated project cost Where the Lead Organization or their consultant team is unsure if a cost should be assigned to this category, please check with your ministry capital contact

Section 5 Additional Costs: Landlord Space Costs (Added to Cost of Project) These are one-time costs that should be done by the landlord and included in the base lease cost or added to the cost of the lease. Where the landlord is not willing to undertake this work, or where the cost of the landlord undertaking this work would raise the lease cost beyond what can be managed within the Lead Organization’s accommodation allocation, all or part of these costs may (with ministry approval) be considered part of the total cost to implement the project for that site Note: Costs assigned to this category will negatively impact the overall score for that site through the calculation used for scoring in Site Assessment Criteria 6

Section 5 Additional Costs: Landlord Space Costs (Amortized in lease) These are costs that should be funded by the landlord to make the lease space or related spaces compliant with OBC standards (for the building at time of construction and for original intended purpose) prior to the tenant renovations Where the landlord agrees to fund these costs but indicates that an increase will be required to the base rent the increase amount is identified in this cost section These types of costs to the lease space or related spaces(s) could include: environmental remediation repairs and/or upgrades

Completing the Lease Site Survey Worksheets: Section 5 Additional Costs for Site Option As this section is completed, any one-time landlord costs documented will be totaled. As this total changes, the score for Criteria 6 “One-time Building Remediation/Upgrade/Project Costs” will be adjusted In the Blue River CHC example, the impact of this additional one-time cost of 80,000 is that the score for Criteria 6 now drops from 15 to 12 points and the overall score for this site drops from 73 to 71 points

Section 5 Additional Costs: Cost Share Distribution of Additional Costs This section shows both the costs and the cost-share distribution of those costs The cost share distribution is calculated based on the percentage distribution of space established in BC_6_Space Requests Demolition is exempt from Lead or Partner Organization cost share Own funded portions of the project are exempt from ministry cost share In this example, the cost of the $80,000 floor repairs will be shared amongst the ministry, Lead Organization and Partner Organization(s)

Section 5: Annual Lease Costs In the second section all lease costs related to the project are identified The first line documents the base lease cost of the space or structure The second any lease costs for land that are separate from the structure The third any additional lease costs added by the landlord to the base lease representing additional one-time costs amortized over the length of the lease period Comments specific to any conditions of lease or costs can be added in the associated text field

Section 5 Project Cost: Calculation for Site Option The third section is the Project Cost The Project Cost section automatically populates several key pieces of information and then calculates the Preliminary Estimate of Costs for this site options The next slides describes each of these information fields

Section 5 Project Cost: Calculation for Site Option The Space proposed for the project fit-out is populated from information provided earlier in the form The project cost section shows the variance between the Square Footage (this site) and the Portion of Space for the Ministry Funded Project)

Section 5 Project Cost: Calculation and Management of Surplus Space The initial section of the worksheet identified that the total site square footage is 9,000 sq. ft. The Lead Organization identified that 8,650 sq. ft. is to be part of the ministry funded end-state project (i.e. requesting ministry funding for this space per cost share policies) Since the project had been approved for space totalling 7,650 sq. ft., the difference in space for this site from the approved space requirement is 1,350 sq. ft.

Section 5 Project Cost Calculation and Management of Surplus Space This section shows how the remaining space will be managed As per the CHCP framework, the ministry will fund the shell in of up to 1,000 sq. ft. of any surplus space That value is automatically entered The Lead and/or Partner Organization(s) will be responsible for the cost of the shell in or fit-out of the remaining 350 sq. ft.

Section 5 Project Cost Calculation and Management of Surplus Space The Lead Organization selects from the drop down options whether they plan to fit out or shell in this space The worksheet then applies generic cost per sq. ft. values to each of these categories based on historical average costs for the sector for these types of projects From this calculation a Preliminary Total Estimated project cost is established If this site was selected and approved, a more detailed costing of the project will occur prior to the completion of the Business Case

Section 5 Project Cost: Cost Share Distribution To the right of the cost calculations is a table showing the cost share distribution for each line item The cost share distribution for the 7,650 sq. ft. is in accordance with the space distribution established at BC_6_Space Requests The ministry share is 100% of the shell in 1,000 sq. ft. surplus space For the remaining surplus space the Lead and Partner Organization may choose to change the cost share distribution in the yellow highlighted cell provided

Section 5: Additional Options to Manage Surplus Space There may be projects where the Lead Organization chooses to fund the difference between the shell in and fit out cost of the up to 1,000 sq. ft. surplus space eligible for ministry shell in funding Where this occurs, the difference in the cost would be manually calculated and entered into the Additional Costs section under the category of Other Costs - Own Funds For the manual calculation the values used would be the difference between the ministry provides cost per sq. ft. values for fit-out and shell-in Explanation of these costs would be documented in the text box provided with this section

Section 5 Own Funds Project Cost: Cost Share Distribution The Lead Organization and their Partners then document the proportion of the own funds to be funded by the Lead Organization The worksheet then calculates the remainder that is to be funded by the Partner Organizations

Section 5 Project Cost: Estimate of Total Cost and Cost Share Distribution The final area of the Section 5: Costs displays the estimated total cost of the project and the share of the project cost for: The ministry The lead organization The partners

Completing the Lease Site Search Once all the eligible sites have been surveyed the Lead Organization Returns to the BC_7_Site Survey worksheet (Step 7) Recommends the site with the highest Criteria Score or indicates that “no suitable site could be found” Where the Lead Organization recommends a site that does not achieve the highest score, an explanation is provided in the text box provided The Lead Organization emails the Toolkit Workbook to the ministry for review of the outcomes of the Lease Search

Completing the Lease Site Search: Ministry Review of Recommended Site The ministry reviews the site search outcomes and the recommended site with the Endorsing Organization There are two potential outcomes of this review: Ministry approval of the recommended site; or The ministry will work with the Lead Organization and Lead Organization in the selection of a site that can achieve ministry approval

Completing the Lease Site Search: Ministry Review When No Site Recommended Where no site has been recommended The ministry may: Select a site for approval from those surveyed Work with the Lead Organization and Endorsing Organization to expand the search area Direct the Lead Organization to proceed to a Purchase Site survey

Completing the Lease Site Search: Ministry Direction to Proceed to Purchase Site Search Where the ministry determines to direct the Lead Organization to proceed to a Purchase Site Search Direction to proceed is provided in Step 7 The Toolkit workbook is returned to the Lead Organization with the Purchase Site Search worksheets available for completion

Completing the Lease Site Search: Ministry Decision and Directions Ministry approval decisions and/or directions are documented in the final section of the Site Search worksheet, Ministry Review Site Search Results When the Lead Organization achieves ministry approval of a site option, the ministry will approve the organization to proceed to the final step in the Stage 2 Business Case: The Cost Estimate The ministry will then return the Toolkit to the organization with the BC_8_Cost Estimate worksheet enabled

Conclusion of Module 4 This brings us to the conclusion Module 4 At the conclusion of this module staff now understand How the BC_7_Site Search Summary page is structured and functions How to perform site surveys for a lease site option The Checkpoint IV Site Selection process

Next Steps: Module 5 – Cost Estimate Module 5 is the final CHCP training module for Stage 2: Business Case Module 5 explores the steps required to complete the final cost estimate for the selected site

Supplementary Site Search Modules There are also two optional training modules available 1. Module 4(A) – Purchase Site Search 2. Module 4(B) – Current Site Options These modules are available as resources to organizations who are: Directed by the ministry to engage in a Purchase Site Search, or; Organizations exploring expansion/renovation options for their current site

Thank You For Your Participation Thank you for your participation in this CHCP training module