By-laws, Finance, Insurance and Strategic and Tractical Plan

Site: CanBoat / NautiSavoir
Course: Introduction to CanBoat/NautiSavoir - An Internal Training Module
Book: By-laws, Finance, Insurance and Strategic and Tractical Plan
Printed by: Guest user
Date: Wednesday, 4 June 2025, 8:39 PM

By-laws, Regulations and Policies

  • By-laws of our Corporation and not in Not-for-Profit Corporations Act
  • Board Regulations
    • note 2.1 Member obligations
  • Policies - guidelines for all levels of the Organization
    • Important points to note
      • The limit the accumulation of cash resources 1.1
      • Policy re donations by Squadrons 1.3
      • Privacy policy 3.3
  • Manual Templates:
  • Officer Guiding Values
    • Respect each other while welcoming differing opinions
    • Be organized, come prepared, participate, and follow through on commitments in a timely manner
    • Support and champion Board decisions
    • Be accountable to all stakeholders
    • Embrace change
    • Foster two-way communication
    • Work in the best interest of the whole organization
    • Share knowledge and understanding
    • Model honesty and integrity

We are all volunteers!

Celebrate and honour all volunteers.

The Policies, By-laws and Regulations

  • The By-laws are the major framework of how CPS-ECP is organized and operates. 
  • Policies are guidelines for all levels of the Organization.
  • Board Regulations are passed by the Board of Directors and set out how the Board conducts its business and governs the day-to-day running of the organization. Also included within the Board Regulations are Regulations for the Squadrons and Districts.

Click here to connect to the Policies, By-laws and Regulations


Financial Management

  • CanBoat/NautiSavoir is incorporated as Canadian Power and Sail Squadrons/ Escadrilles canadiennes de plaisance, under the Canada Not-for-profit Corporations Act, and as such, enjoys a tax-exempt status.
  • As individual units of CPS-ECP, each Squadron and District must follow proper financial procedures and management. Board Regulations Article 14.
  • In carrying out its function as a non-profit, charitable organization, CPS-ECP at all levels should not accumulate excessive surplus funds.

  • Each active Squadron/District will have a bank account
    • 2 signing authorities, unrelated to each other 
    • use online financial reporting 
    • have a Financial Review Committee which will review prior to filing with the National Office
    • The term ‘audit’ is not to be used as the ‘review’ is done by a volunteer, not a professional auditor.

Insurance Coverage

  • CPS-ECP carries Commercial General Liability Insurance for its standard operations and activities
  • Directors' and Officers' Insurance for Members of the National Board of Directors
  • Travel Insurance for designated senior volunteers at all levels of the organization

IMPORTANT: If the Squadron is contemplating an unusual course or event, check with the National Office to verify insurance coverage.

Strategic and Tactical Plan

The Key Objectives

  • to provide consistent and relevant boating education
  • to attract new members and retain existing members
  • to ensure that members have ample opportunity for meaningful social interaction with each other

The National Planning Committee's Strategic and Tactical  plan covers 6  Priority Areas of the organization:

  • Communications
  • Information Technology
  • Education
  • Membership
  • Volunteers
  • Marketing

It includes action steps to be taken and includes a completion date for each item, and the person(s) responsible for each item.

Click here to access the 2023-2025 Strategic Plan

 There is an updated plan waiting for board approval.