The Castlemain Group Portfolio Book Revised March 1, 2016 Non-client vector graphic elements containing Westcoast artwork are by Sophia Patricia Mather. All case study data is current and correct at the time of printing. Š2016 The Castlemain Group
Indigenous communities are increasingly taking on their rightful roles as powerful social and economic actors in Canada. This understanding is what created the foundation of our company and still drives us every day. A few years ago we set out to build a leading First Nations advisory firm. We saw an opportunity to provide better solutions for Indigenous clients, and since then have been building a team that is completely dedicated to delivering these results. Today we have a staff of 25 and offices in Vancouver to Toronto. The Castlemain Group is dedicated to providing the very best advice and services to Indigenous communities, organizations and programs. And we could not be more excited at the prospect of working with you to advance your community’s vision. We hope this book will help illustrate some of what we do and how we do it, and we look forward to getting to know you. Sincerely,
Stefan & Rob
Strategic Policy We are committed to working alongside Indigenous peoples, governments and organizations to support thriving Indigenous communities in Canada. Our collective experience well equips us to lead or support strategic policy initiatives on issues impacting Indigenous communities.
SERVICE OFFERINGS
Core Governance & Unity Building Together with our clients, we build unity and support or develop robust governance policies that are legitimized by engaged citizens, incorporate appropriate Indigenous legal traditions, and reflect the community’s priorities and vision.
Economic Development
& Governance Increasingly, Indigenous communities are interested in exercising jurisdiction and governance over lands. We work with communities to establish contemporary land and economic governance systems that reflect a community’s priorities and vision.
Negotiation Negotiated partnerships are important tools to maximize opportunities and support a community’s overall vision and priorities. We provide expert leadership in negotiation of a range of partnership agreements, including joint ventures and impact benefit agreements.
Governance & Policy
Land Planning & Development Creating a land plan that both reflects a community’s vision and can also be implemented in a cost-effective way is a combination of art and science, and we are specialists in making this happen.
Highest & Best Use Land is often the key benefit arising to a community as the result of a successful negotiation. We ensure that the land acquired meets a community’s goals and that there are no unpleasant surprises.
Land Planning & Development
Infrastructure & P3 Creating a sustainable economic development strategy that is anchored in a community's goals and financial capabilities will lead to economic diversification, market participation and a realistic approach to own source revenue development.
Project Management Most Band offices are busy places with staff having little time to manage new projects. We serve as an owner’s representative, responsible for a project’s timelines and budgets being met, while ensuring that communication channels remain open.
RESPECT To serve in a respectful, thoughtful, transparent and ethical manner.
Snuneymuxw Community Building
A Community Building for
BUILDING
COMMUNITY
$5.5M budget
20+ contractors
21,000
9mo
12mo
consultants
design time
sq.ft.
construction
time
0.3% under budget
Castlemain was first brought in to conduct a feasibility study on whether a commercial building would be financially viable on a small site on Snuneymuxw IR#1. We discovered that a building was physically feasible, but there was commercial uncertainty. In the process of assessing the Nation’s comfort with this uncertainty, a discussion emerged regarding a community building. This discussion turned into an excited visioning session where the combination of a gymnasium, community store, meeting rooms and more came to life. Our role was to deliver on these dreams. By having a full and clear understanding of the many roles required to bring a project to completion, Castlemain served as the owner’s representatives in managing the process (and more than 20 consultants and contractors) on behalf of the Nation, from concept to completion: all on-time and under-budget.
Snuneymuxw Community Building
“The Snuneymuxw Community Building was one of the best managed projects that we have been involved with over the past couple of years. The Castlemain team delivered a beautiful building on-time and under-budget.� Cloyd Bathan, Manager, BMO Bank of Montreal
INTEGRITY To ensure that Indigenous interests are always first.
First Nations Economic Development Database
Data tells story of Indigenous business growth in BC
Our policy research team collected and organized data to drive First Nations economic development in BC. Working to realize the Aboriginal Business and Investment Council’s vision, we gathered data about First Nations communities, businesses and economic agreements for inclusion in the First Nations Economic Development Database – a searchable, centralized source of information, designed to support Indigenous involvement and leadership in the Canadian economy. The database o ers the most extensive array of publicly accessible data related to irst Nations economic development initiatives in Canada. Visit www.fnedd.ca to start searching!
First Nations Economic Development Database
“The data highlights the change occurring in many First Nations communities as rights and title interests combine with higher educational attainment and economic development agreements to spur increased First Nation business formation, jobs and growth.� - Vancouver Sun
203
Communities
497
Agreements
1235
Companies
100%
Recommend
EXCELLENCE To constantly strive for excellence thereby earning the position as a valued and trusted advisor.
TahltanWorks
Tahltan strategy promises win-win-WIN
for First Nation, province and local employers.
“Castlemain provided excellent high quality, professional services with staff that had the expertise to do a job effectively and efficiently� Feddie Louie Tahltan Scio-Cultural Working Group Chair
TahltanWorks
300+
labour market survey responses
Successful funding applications
Website launched Clear goals drive ongoing work
Major energy development in Northern BC is creating opportunities for highly-skilled workers to access well-paid, long term careers. Eager to take advantage of these employment opportunities, a First Nations community hired our policy team to put together an employment and training plan. We successfully accessed funding for data collection and engagement activities to gather evidence and support from key groups. The data-driven strategy we prepared is now being implemented by the community for the long-term benefit of members.
Branding & promo material
ACCOUNTABILITY To approach engagements with a focus on implementation that represents long-term value.
Splatsin Hydro Negotiation
Successful Negotiation Yields Return for the Splatsin First Nation
13x
$4.9M
value
32
appraised properties
90%
increase from 1994
59%
increase in payouts
Every 20 years the Splatsin First Nation has an opportunity to renegotiate the fee paid to them by BC Hydro as compensation for a major transmission line located on their territory. This process involves hiring an appraiser and negotiating fair values for the 32 parcels of land in question. Further complicating this process is the fact that the 32 parcels of land are owned by the Band as well as more than 35 individual CP Holders, all of whom need to be informed and consulted as the process progresses. Despite these challenges, over the course of the negotiation Castlemain was able to achieve a direct increase in value of more than 59% for Splatsin and the CP Holders. This increase re ected over 0,000 in additional value to the Nation and its members.
1974 2014
Splatsin Hydro Negotiation
BC Hydro Right of Way
Successfully Negotiated for Another 20 Years
INNOVATE
To approach each engagement with an open mind including the use of technology as an efficient and functional tool.
TCG Northwest Transmission Line
Managing Negotiations
Towards a Positive Legacy for
First Nations
What is the NTL? The Northwest Transmission Line...
cost $746M is 344km long has 2,100km of wire 1,100 transmission pylons and serves as the catalyst for more than $2 billion worth of economic opportunity to the region for decades to come.
Participating Tahltan members
VOTED 82% IN FAVOUR of ratifying the Impact & Benefit Agreement.
Tahltan leadership and citizens understood that the NTL had the potential to change their lives, bringing industrial grade power to one of British Columbia’s most pristine untouched areas. t the same time, very few Impact Benefit greements (IB s) had been negotiated on transmission lines and the market was not very well understood. With a number of First Nations and stakeholders involved, reaching an agreement would require the expertise of a wide variety of skilled professionals and close work with the Tahltan community to ensure that any agreement fully met the Tahltan peoples’ interests.
TCG Northwest Transmission Line
Castlemain led the management of the negotiation and in this role also served as the ect s nancial analyst n as s ccess lly ne tiated and ati ed y ahltan e e s in nst cti n the t ans issi n line e an in and as c leted in
Castlemain Team Leads
A recognized business leader with extensive First Nations negotiation and land development experience, Stefan is a Vancouver “Top Forty under 40” and co-founder of the Urban Land Institute of BC. He is recognized as an authority in land
Stefan Moores President
negotiations, land valuation, land development on-reserve, and leads Castlemain’s land practice.
Rob is an accomplished indigenous economist and is a member of the Tahltan Nation. Since 2009, he has negotiated over $3b worth of agreements on behalf of our First Nations clients. The agreements Rob negotiates set the standards in the areas of socio-cultural strategy, impact benefits,
Rob McPhee
environmental oversight, and co-management of major
Managing Director
resource projects.
e is one of the most experienced on-reserve project managers in the country, with over 70 infrastructure projects under his belt. e has over 20 years experience wor ing for indigenous groups.
e has a
anagement from or
Jeff Frank
Senior Director
asters Certificate in roject
niversity’s Schulich School of
Business, and has his roject
anagement rofessional (
)
designation.
With her Master’s degree in Dispute Resolution, Jessica specializes in tailor-made community-building and governance tools for irst Nations. She has a breadth of nowledge and experience in treaty issues, indigenous policy, project
Jessica Dickson
Senior Project Manager
management, governance best practices, and leading research methods.
Castlemain Team Leads An expert in policy development and community engagement, ac ie has a raser
aster’s degree in ublic olicy from Simon
niversity. She wor s with clients in BC and Ontario
to develop and implement community and evidence-based strategies and policies. ac ie is an alumni advisor to S
Jackie Pichette
Project Manager
’s
School of ublic olicy and has sat on multiple non-profit boards of directors.
Alyssa is one of Canada’s leading indigenous governance and policy experts, with direct experience transitioning First Nations to self governance. She has wor ed for the BC as a ey contributor to
Alyssa Melnyk
and she has a
Governance & Policy Lead
N
uide to Nation Building series,
aster’s degree with
onours in olitical
Science from the University of Regina.
Coast Salish citi en, Otis brings experience in indigenous economic development, community decision ma ing, and governance.
is past experience includes time as resident of
Ts’elxweyeqw Tribe Management Limited and Chief Councillor
Otis Jasper
for Soowahlie. He is currently completing an executive MBA at
Engagement Manager Simon Fraser University.
Ray earned his BSc in Business Administration from San rancisco State (C
niversity, is a Certified
eneral ccountant
), and wor s as a ey part of our administrative team.
e has wor ed as a manager for accounting firms and has
Ray Park
Finance Manager
experience as a senior accountant wor ing in BC’s resource industry.
VANCOUVER The Castlemain Group (Vancouver) #1660-1075 West Georgia Street Vancouver BC, V6E 3C9 604.336.8750 info@castlemaingroup.com
TORONTO The Castlemain Group (Toronto) 22 St. Clair East 2nd Floor Suite 200 Toronto ON, M4T 2S3 416.792.4700 info@castlemaingroup.com
Notes