Ten things to know about affordable housing in Alberta

Ten things to know about affordable housing in Alberta

Ten things to know about affordable housing in Alberta

People without affordable housing suffer from poor health outcomes, have difficulty finding and sustaining employment and are at greater risk of having their children removed by child welfare authorities.

Here are 10 things to know about affordable housing in Alberta specifically:

  1. The NDP government of Rachel Notley undertook important initiatives pertaining to affordable housing. In its 2016 budget, the Notley government announced the near doubling of provincial spending on housing. This represented a total of $892 million in new funding, spanning a five-year period.
  2. According to the most recent Census, 11.4% of Alberta households experience core housing need, representing more than 164,000 households. In order to assess housing need for Canadians, the Canada Mortgage and Housing Corporation uses a measure called core housing need. A household is said to be in core housing need if, out of financial necessity, they either pay more than 30% of their gross household income on housing, live in housing requiring major repairs, or live in housing with insufficient bedrooms for the household size in question (as determined by the National Occupancy Standards).
  3. Seniors living alone in Alberta face particularly high rates of core housing need. Nearly 34% of senior (65+) females living alone in Alberta were in core housing need in 2011, while the figure for senior (65+) males living alone was just under 26%. 
  4. Female lone-parent households in Alberta also face a particularly high rate of core housing need. More than 27% of these households were in core housing need in 2011. However, that figure likely dropped after the NDP government of Rachel Notley introduced the Alberta Child Benefit, a major feature of the 2016 Alberta budget.
  5. Members of Alberta First Nations also experience very high rates of core housing need. In fact, the rate of core housing need for Status Indians is nearly 25%—more than double the rate for non-Indigenous households in the province. And get this: these core need figures do not account for households living on reserve (if they did, that figure would be much greater). I should also note that more than 25% of  persons experiencing absolute homelessness in Alberta identify as being Indigenous, even though Indigenous peoples make up just 7% of Alberta’s total population.
  6. Housing typically constitutes a larger share of spending for low-income households (compared with middle- and higher-income households). And as the figure below illustrates, that phenomenon got measurably worse for low-income households in Alberta between 2010 and 2016.

    Source. Kneebone, R., & Wilkins, M. G. (2018). Social Policy Trends: Paying for the Essentials: Shelter, Food and Energy Consumption by Household Income Quintile for 2010 and 2016. The School of Public Policy Publications, 11. Retrieved from Policy School’s website: https://www.policyschool.ca/wp-content/uploads/2018/07/Social-Trends-Engel-Curves-July-2018.pdf

  7. On a per capita basis, Alberta has far fewer subsidized housing units than the rest of Canada. According to the most recent Census, subsidized housing represents just 2.9% of Alberta’s housing units; for Canada as a whole, the figure is 4.2%.
  8. Some Alberta cities have much more low-cost rental housing (per capita) than others. The visual below shows the range of private market rents paid on one- and two-bedroom apartments across Alberta’s seven major cities. The light-coloured bars show the range of rents paid on the second quintile (i.e., the second-poorest quintile) of private market rents. The next darkest bar shows the range of rents paid on the third quintile (i.e., the middle quintile) of rents, while the darkest bars define the range of rents paid on the fourth quintile of rents. Among the seven major cities, Medicine Hat appears to have the most low-cost rental housing units (per capita), and Calgary the fewest.

    Notes. Monthly rent quintiles by city in 2017. Data provided to Ron Kneebone (University of Calgary) by Canada Mortgage and Housing Corporation. The range of rents paid on the first and fifth quintiles are not reported due to confidentiality reasons.

  9. Going forward, the impact of the federal government’s National Housing Strategy will be modest. Recent analysis by Canada’s Parliamentary Budget Officer (PBO) projects future federal housing spending to actually decrease over the next decade (relative to Gross Domestic Product). The same analysis projects that total spending on Indigenous housing by Canada’s federal government will be “substantially lower” going forward. (For a general overview of the National Housing Strategy, see this analysis.)
  10. There are considerable cost savings to be realized when investing in affordable housing, especially when the tenants have serious mental health challenges. Subsidized housing for vulnerable subpopulations (including persons with mental health challenges) that is accompanied by professional staff support is referred to as supportive housing. Recent analysis in Calgary estimates considerable cost savings in the health and justice sectors attributable to formerly-homeless persons receiving supportive housing.

In Sum. For a more comprehensive look at affordable housing in Alberta, see this year’s Alberta Alternative Budget (AAB). Full disclosure: I was primary author of the chapter on affordable housing and homelessness.

I wish to thank the following individuals for invaluable assistance with the housing chapter of this year’s AAB: Meaghan Bell, John Kmech, Claire Noble, Chidom Otogwu, Steve Pomeroy, Ron Kneebone, Vincent St. Martin, John Veenstra and one anonymous reviewer. Any errors are mine.

Ten Things to Know About Social Assistance in Alberta

Ten Things to Know About Social Assistance in Alberta

Ten Things to Know About Social Assistance in Alberta

This is part two of a two-part blog series on social assistance. Part one, which looks at social assistance across Canada, can be accessed here.

As recently noted by my colleague Rachel Campbell, last fall’s Point-in-Time (PiT) Count of persons experiencing homelessness across Alberta yielded interesting findings pertaining to social assistance. The report found that a mere 7% of persons experiencing homelessness in Calgary indicated that “welfare/income assistance” was one of their sources of income; across the rest of Alberta, meanwhile, the average was 29%.

On April 20, Calgary Homeless Foundation convened a community panel discussion in the hope of uncovering potential reasons for this discrepancy. Panel members were Andrew Joo (Calgary Drop-In), Simon Lai (Woods Homes) and Ellie Hall (Calgary Legal Guidance).[1]

Here are 10 things to know:

  1. It’s always been challenging for households to qualify for—and maintain—social assistance in Alberta. Major reasons for this include: governments wanting to spend less money, policy makers fearing that social assistance receipt will make gainful employment less attractive, and elected officials (and their constituents) believing that unemployed persons have themselves to blame for their misfortune. (None of these points are limited to Alberta; all of this was discussed in Part 1 of the present blog series.)
  2. In 1986, the Edmonton Social Planning Council published a controversial document. The Other Welfare Manual was an advocacy document that helped low-income individuals (and their advocates) navigate Alberta’s social assistance system. It was updated multiple times and soon became controversial, in part because it made it more challenging for social assistance officials to deny benefits to households. Intake workers were told by their supervisors that they could refuse to see clients who wanted to bring the manual into the intake interview.
  3. In the 1990s, rules for social assistance receipt in Alberta became harsher and benefit levels were reduced. Social assistance administrators began to put an intense focus on ensuring recipients looked for gainful employment. It subsequently became more difficult for people to be deemed eligible for social assistance. As I’ve written before: “a ‘single employable adult’ without dependents received almost $9,000 annually in 1992 (that figure includes tax credits); by 2007, this figure had shrunk to less than $6,000.”[2]
  4. Since that time, it’s been even more difficult for people to access social assistance throughout the province. For example, previously mothers were not considered “employable” until their youngest child was in school. This policy changed to a policy stipulating that mothers should look for work as soon as their youngest child turned two. According to Ellie Hall (Calgary Legal Guidance): “Until recently [when Alberta Works was in the news for forcing clients to stand in the cold waiting in line for an appointment with an intake worker] clients could not schedule an intake appointment. They could only start lining up outside the office, sometimes for hours, and were still often turned away and told to come back another day and start over” (personal communication, May 2, 2017).
  5. Across Alberta municipalities, it’s possible that there are discrepancies in the way social assistance offices interpret rules and administer benefits. Clients and front-line workers often report that rules are not always interpreted consistently across offices. It may be that some Calgary offices are stricter in dealing with persons experiencing homelessness than are offices in other Alberta cities (such inter-office variability may also exist in Canada’s other provinces and territories.)
  6. In Alberta, persons experiencing homelessness are not eligible to receive certain forms of social assistance. They can qualify for Assured Income for the Severely Handicapped (AISH), but not for Alberta Works; the former is for persons with permanent, severe disabilities, while the latter is not (yet, both are forms of social assistance). At one time, individuals living in a homeless shelter could access some Alberta Works benefits money each month; but today, they receive nothing directly from Alberta Works until they find a permanent address (however, the services provided to them by the shelter likely benefit from some provincial funding). This is not the case in all provinces. For example, Quebec lets clients in homeless shelters access the equivalent of Alberta Works.
  7. Earlier this year, the Alberta government streamlined the AISH application process. More information on these changes can be found here (and a CBC News story can be found here). This move happened in response to criticism from the provincial auditor general. However, it’s not yet clear how much of an impact this will have in practice or how it will impact people experiencing homelessness. It’s also important to note that AISH benefit levels are higher than comparable programs in other provinces; see point #8 of this previous post.
  8. Even though the cost of rental housing is substantially higher in Calgary than in other Alberta municipalities, social assistance benefit levels are the same across the entire province. One possible reason for this is that the cost of rent should not be the only variable used to assess cost of living—other important variables include the cost of transportation, food and fuel (and in some Alberta communities, those costs may be greater than in Calgary).[3] In other provinces and territories, benefit levels do vary by jurisdiction, in part to reflect the higher cost of living in more remote areas of that province or territory. This is the case in Ontario, Manitoba, Saskatchewan and all three territories.[4] In this recent presentation, Ron Kneebone and Margarita Wilkins argue that social assistance benefits levels in Alberta should vary by municipality.
  9. When it comes to the percentage of each city’s homeless population receiving social assistance, one factor that may help explain the discrepancy between Calgary and the rest of Alberta may be labour market attachment. As Rachel Campbell noted in her recent blog post, results of last fall’s PiT Count found a discrepancy between Calgary and the rest of Alberta in terms of individuals experiencing homelessness indicating “employment” as a source of income. In Calgary, 33% of respondents indicated “employment” as a source of income, compared with fewer than 10% in the rest of the province. Since it’s harder for persons who are gainfully employed to receive social assistance, it would be logical if this explains much of the discrepancy between rates of social assistance receipt among persons experiencing homelessness in Calgary versus other Alberta cities.
  10. Today, the Alberta government is under considerable political pressure to control spending. For 2017-18, the provincial government is forecasting a $10.3 billion deficit. And for 2018-19, its target is a $9.7 billion deficit. At the same time, the job vacancy picture looks bleak, and social assistance caseloads are rising (you can read about this here and here).

In Sum.  The question asked at the outset of this two-part blog series was: “Why do a smaller percentage of persons experiencing homelessness in Calgary receive social assistance than their counterparts in other Alberta cities?” I offer three possible answers to this question: 1) It’s always been difficult for anyone to access social assistance in Alberta, as is the case in every Canadian province and territory; 2) higher rates of employment among people experiencing homelessness in Calgary may explain why a smaller percentage of Calgary’s homeless population accesses social assistance; and 3) variations in how staff from one office to another interpret social assistance eligibility rules may also help explain the discrepancy between Calgary and other cities.

The author wishes to thank the following individuals for invaluable assistance with this blog post:  Rachel Campbell, Hilary Chapple, Louise Gallagher, Ellie Hall, Coleen Hutton, Andrew Joo, Nigel Kirk, Kara Layher, Lindsay Lenny, John Stapleton, Anne Tweddle, Donna Wood and one anonymous reviewer. Any errors lie with the author.

You can view a PDF version of this blog post here: Ten Things to Know About Social Assistance in Alberta


 

[1] Multiple attempts were made—via official channels—to have a Government of Alberta official also participate on the panel. Regrettably, none of those attempts proved fruitful.

[2] All of these figures are expressed in 2015 constant dollars.

[3] For a succinct overview of a recent attempt to calculate the cost-of-living variation across Alberta communities, see this report; and for more detail, see this web link.

[4] In the words of my colleague, John Stapleton: “I don’t think any jurisdiction has a good rationale for its rates. They are historical rather than rational and reflect a massive elixir of compounds that seldom make sense. Every so often, a province or territory will compare and set rates according to some external standard like the consumer price index or cost of items. It seldom lasts long” (personal communication, April 30, 2017).

Second Annual Canadian Homelessness Data Sharing Initiative

Second Annual Canadian Homelessness Data Sharing Initiative

Second Annual Canadian Homelessness Data Sharing Initiative

On May 18, 2017, the Second Annual Canadian Homelessness Data Sharing Initiative took place in Calgary (all slide presentations, as well as photos from the event, are available here). The event was organized by the Calgary Homeless Foundation and the University of Calgary’s School of Public Policy, and the participants included:  people who build datasets (about persons experiencing homelessness); researchers who use that data; persons with lived experience; and public servants.

Here are 10 things to know about this year’s event:

1. For the second year in a row, there was strong representation from Canada’s federal government. Five officials from Employment and Social Development Canada (ESDC) participated, three of whom had formal speaking roles at the event. Aaron Segaert (from ESDC) presented data from more than 200 homeless shelters between 2005 and 2014, showing that:

  • the occupancy rate (i.e. % of beds filled each night) across these shelters rose from 83% in 2010 to 92% in 2014;
  • the average ‘duration of stay’ by households using these shelters is increasing, especially for families and seniors;
  • the number of seniors using homeless shelters annually nearly doubled across Canada between 2005 and 2014.

2. This year’s event had strong Quebec representation. Research presented by Annie Duchesne, for example, finds that certain subgroups of persons in Montreal’s largest homeless shelter are more likely to experience chronic homelessness (i.e. long-term homelessness) than others—those subgroups include persons over the age of 50, persons with mental health problems and persons with disabilities.

3. Indigenous perspectives were presented. Bonnie Healy’s presentation focused on the work of the Alberta First Nations Information Governance Centre. Topics raised in her presentation included First Nations OCAP principles, a publication titled First Nations – Health Trends Alberta, the First Nations health status report for the Alberta region, the work of the Alberta First Nations Governance Centre, and Indigenous logic models.

4. Several data-sharing advocates actively participated in this year’s event. Michael Lenczner, a data-sharing champion in Canada’s social sector, attended and spoke at this year’s event. He stated that, in terms of data sharing, he’s not aware of any other subsector of Canada’s non-profit sector that has an annual forum to discuss the importance of data. He also cited Alberta as a leader in data sharingmaking reference mostly to PolicyWise, who’ve worked with government to link client administrative data from multiple ministries. They’re the leaders of this kind of data-linking in Canada, and possibly the world.

5. Difficulties with researchers accessing federal homelessness data were raised. Tracey Lauriault is a Carleton University professor who described her past difficulties in trying to access HIFIS data for research. When she did, she was told that her data requests must be sent to community coordinators; yet, federal officials were never able to provide her with a list of community coordinators.

6. One of the event highlights was a panel discussion on moving towards increased national integration of Homelessness Management Information Systems (HMIS). As I’ve written before, there are multiple software systems across Canada that keep data on persons experiencing homelessness; many people would like to see increased integration of these systems (possibly into one very large system, or at least the sharing of data among these systems so that researchers can have larger samples for their work). Henry Dagher (ESDC) discussed the evolution of the Homeless Individuals and Families Information System (HIFIS) software system (which is one type of HMIS system). This federally-administered HIFIS system is now operating in more than 100 communities. HIFIS 4 is now web-based and gaining strong momentum; BC Housing is now implementing HIFIS province-wide (spanning approximately 200 service providers). Several panel members suggest that community members need to gain more control of HIFIS (via a stakeholder advisory body with some clout that includes persons with lived experience). As Michael Lenczner puts it: “The tail shouldn’t wag the dog.” Jenn Legate (Calgary Homeless Foundation) raised several operational concerns that need to be kept in mind as we move forward on increased national integration of HIMIS systems—namely, the ongoing costs a server, the cost of migrating data from an old database system to a new system, challenges pertaining to customer service provided by software vendors, and legal barriers to data sharing.

7. Important findings were presented from Canada’s recent nationally-coordinated Point in Time Count of homeless persons. Patrick Hunter’s presentation noted that more than 25% of homeless persons enumerated during the 2016 count did not use an emergency shelter during the previous year—I think this speaks in part to conditions in emergency shelters, about which there’s virtually no research.[1] Hunter also reported that Indigenous peoples are nine times more likely to experience homelessness than the rest of Canada’s population; what’s more, more likely to experience longer homeless spells than non-Indigenous people.

8. One of the event highlights was a “review of the day” by Stephen Metraux. Metraux, the Director of the Health Policy Program at the University of the Sciences in Philadelphia, gave a ‘wrap up’ presentation that included a short slide presentation. He subsequently wrote a blog post in which he reflected on his experience at the event.

9. Several suggestions were made about a ‘way forward.’ Topics that need to be tackled in the future include:

10. This will continue to be an annual event that we expect to be held each year in (or near) Calgary. It may also evolve into a two-day format, with one day focusing on the operational aspects associated with building, maintaining and improving HMIS systems. All of these operational matters are the focus of this biannual event in the United States; yet, no Canadian equivalent currently exists.

In Sum. We hope this annual event will help communities across Canada get closer to ending homelessness. The event web page—with slide presentations and minutes from the event—can be found here.

A blog post written about the First Annual Canadian Homelessness Data Sharing Initiative can be found here.

The author wishes to thank the following individuals for invaluable assistance with this blog post: Vicki Ballance, Ron Kneebone, Eric Latimer, Tracey Lauriault, Kara Layher, Michael Lenczner, Lindsay Lenny, Stephen Metraux and one anonymous source. Any errors lie with the author.


 

[1] This 2016 report on conditions inside Out of the Cold facilities and Warming Centres is worth reading. However, it should be noted that the facilities that are the focus of this report are not “homeless shelters” as defined by City of Toronto officials; rather, they operate separately from the formal shelter system.


 

You can view a PDF version of this blog post here: Second Annual Canadian Homelessness Data Sharing Initiative

 

Ten Things to Know About Social Assistance in Canada

Ten Things to Know About Social Assistance in Canada

Ten Things to Know About Social Assistance in Canada

The present blog post is the first in a two-part series on social assistance. (Part two, which looks at social assistance in Alberta, can be viewed here). The series is inspired by recent data captured in Alberta’s 2016 Point-in-Time Count of Homelessness suggesting that just a small percentage of persons experiencing homelessness in Calgary receive social assistance (see point #7 of this previous post).

Ron Kneebone (Professor of Economics at the University of Calgary) and Katherine White (Yukon’s Deputy Finance Minister) have referred to social assistance as “the final layer of the public social safety net — designed to catch those people in need of support but unable to find it from family, friends or non-government agencies…”

(I’d argue that, in larger urban centres, social assistance is in fact the second-last layer before the homeless-serving sector…)

Here are 10 things to know:

  1. Every Canadian province and territory has its own social assistance system—that is, its own legislation, its own regulations and its own policies.First Nations with self-government agreements have their own “income assistance” programs. And for First Nations without self-government agreements, income assistance is funded by Indigenous and Northern Affairs Canada (but “aligned with the rates and eligibility criteria for off-reserve residents of the reference province or territory”).[1] In the words of Martin Papillon (Associate Professor of Political Science at the University of Ottawa): “First Nations administer income assistance on behalf of federal authorities, yet they follow rules and objectives established by provinces.”[2]
  2. There aren’t enough jobs to go around,[3] and it’s well-known that Employment Insurance benefits provide only temporary coverage (and only cover a small percentage of jobless persons).[4] Without social assistance, many people without jobs would be destitute. This places elected officials and public servants in a conundrum—while wanting to provide some basic income assistance for those without work, they don’t want to ‘make life so comfortable’ for those persons so as to discourage them from actively looking for work. They also don’t want workers to quit their jobs in the belief that social assistance provides a ‘good living.’ In other words, by design, social assistance has two contradictory objectives: 1) to give people enough money to live on; and 2) to not give people enough money to live on.
  3. In Canada, social assistance coverage expanded in the post-World War II era; it then contracted in the 1980s and 1990s. In the years following World War II, Canada experienced low unemployment, high levels of tax revenue and a strong feeling of collective solidarity. During this time, senior orders of government designed and funded a social assistance system with benefit levels and rules that were generous relative to today.[5] From the mid-1960s until the mid-1970s, this expansion was especially fast.[6] (For more on the political and economic factors that led to the post-1970s contraction, see this 2014 article by Jim Stanford.)
  4. Most people agree that social assistance benefit levels are insufficient to live on. Across Canada, 70% of households on social assistance are “food insecure.” In fact, it’s rare to see an elected official or senior public servant even attempt to make a case that social assistance benefit levels are sufficient. In 1995, an Ontario provincial cabinet minister attempted to do this; he was roundly ridiculed. In Alberta, a “single employable adult” on social assistance receives approximately $8,000 annually to live on. (To see social assistance benefit levels for yourself, check out the most recent Welfare in Canada)
  5. Very few immigrants (relative to Canada’s general population) receive social assistance.That’s a finding of research done by Tracy Smith-Carrier and Jennifer Mitchell (and that research is presented in Chapter 17 of this 2015 book on social assistance in Canada). However, a very large percentage of members of First Nations receive “income assistance” (this issue is discussed in detail by Martin Papillon in Chapter 18 of the aforementioned book).
  6. In recent years, there’s been a substantial increase in persons with disabilities receiving social assistance. At a national level, John Stapleton and Anne Tweddle have written about this here. They find this increase to be especially apparent in Ontario, Manitoba, Alberta and British Columbia (and they find it to be most pronounced in Alberta). For a recent review of what this trend looks like in Alberta, see this recent report.
  7. The inadequacy of social assistance puts a strain on other parts of Canada’s social welfare system. Three specific points are worth making here. First, if social assistance benefit levels were higher, there would be less demand for emergency shelter beds (that’s one of the findings of this recent report). Second, most of the government funding required for social housing in Canada is for the “rent supplement” component of the assistance (i.e. financial assistance to cover the gap between what it costs the operator to pay for the housing, on the one hand, and what a low-income household can afford, on the other). There’d be less need for social housing funding if social assistance benefit levels were higher. Third, low income is associated with poor health outcomes,[7] which in turn lead to higher health care costs. It’s therefore likely higher social assistance benefit levels would reduce health care costs in Canada.
  8. Many landlords discriminate against tenants who report social assistance as a source of income. This is commonly known by both social assistance recipients and their advocates. And in 2008, this theory was put to the test in a study where ‘mock phone calls’ were made to Toronto landlords; during the study, researchers found solid empirical support for the claim that landlords do indeed discriminate against social assistance recipients.
  9. Social assistance administrators do not track what happens to people who are denied coverage. In other words, when a person’s application for social assistance is rejected, there’s no systematic effort made to track what happens to them. However, researchers do sometimes look at what happens after people stop receiving social assistance; one such Canadian study is available here.
  10. A modest increase in social assistance benefit levels would likely reduce homelessness. A recent report estimates that modest increases in social assistance benefit levels would likely result in less need for emergency shelter beds for homeless persons. Specifically, the report suggests that a 15-20% increase in benefit levels for ‘single employables’ would likely result in a 15-20% decrease in demand for shelter beds.

In Sum. Across Canada, social assistance plays an important, but insufficient, role in poverty alleviation. Higher social assistance benefit levels would likely result in tangible outcomes, including less food insecurity, improved health outcomes and less homelessness. Part 2 of the present blog series will focus on the Alberta context.

The author wishes to thank Daniel Béland, Gerry Boychuk, Pierre-Marc Daigneault, Louise Gallagher, Seth Klein, Jennefer Laidley, Kara Layher, Lindsay Lenny, Michael Mendelson, Dionne Miazdyck-Shield, Munir Sheikh, Anne Tweddle and Donna Wood for invaluable assistance with this blog post. Any errors lie with the author.


 

Download a PDF of this blog post here: Ten Things to Know About Social Assistance in Canada


 

[1] An important exception is Ontario, where the provincial government is responsible for on-reserve income assistance. Martin Papillon briefly discusses this in Chapter 18 of this book.

[2] I’ve taken this quote from p. 334 of this book.

[3] For more on the relationship between the labour market and social assistance receipt, see Gerard Boychuk’s chapter in this 2015 book. Figure 2.2 in the chapter consists of a line graph suggestive of a strong correlation (R2 = – 0.88) between the percentage of Canada’s adult population receiving social assistance, and the employment rate, over time.

[4] For more on the inadequacy of Employment Insurance benefits, see the Employment Insurance chapter in the 2017 Alternative Federal Budget.

[5] This happened as part of an expansion of Canada’s entire social welfare system. For more on this, see this book by Dennis Guest.

[6] To learn more about this history, check out my PhD thesis, which can be downloaded here.

 

[7] This 2009 report, focusing on the Ontario context, looks specifically at health outcomes of social assistance recipients.

 

Ten things to know about program evaluation and the Calgary Homeless Foundation

Ten things to know about program evaluation and the Calgary Homeless Foundation

Ten things to know about program evaluation and the Calgary Homeless Foundation

The Canadian Evaluation Society (CES) recently invited me to speak on a panel discussion. I was asked to speak to how my organization, the Calgary Homeless Foundation (CHF), views program evaluation.

 

The CES defines evaluation as: “the systematic assessment of the design, implementation or results of an initiative for the purposes of learning or decision-making.”

With this in mind, here are 10 things to know about program evaluation in general and specifically its role at CHF:

  1. Formal program evaluation typically has a logic model.[1] In order to build the logic model, evaluators interview staff with direct knowledge of the program being evaluated. They also do a lot of readings—those readings include funding agreements and any reports that led to the genesis of the program being evaluated. The process of producing the logic model should be iterative, with multiple drafts and a feedback process involving program staff. Eventually, both the evaluators and program staff should agree on the logic model’s content.
  2. Some program evaluators learn on the job, while others have formal training. There are at least three ways to obtain program evaluation credentials in Canada: 1) there are several diploma and certificate programs offered by members of the Consortium of Universities for Evaluation Education; 2) the CES offers non-credit courses through its Essential Skills Series; and 3) evaluators can receive credentials via the CES Credentialed Evaluator program.
  3. How ‘arm’s length’ program evaluators should be is often the subject of debate. In Canada’s federal government, most evaluation is done internally. Having said that, when the federal government does evaluation internally, it often outsources many of the specific tasks (e.g., survey administration, the facilitation of focus groups, etc.).
  4. There are advantages to having program evaluation done externally. Those advantages include: 1) capacity (perhaps no in-house staff have comparable levels of expertise, including expertise pertaining to data analysis); 2) perspective (that external person might be able to guide the conversation in a way that insiders, who might have designed the program, might not think about it); and 3) independence (i.e. the avoidance of bias).
  5. There are advantages to having program evaluation done internally. An external evaluator won’t understand the program when they begin the evaluation and will take time to learn; by contrast, when a program evaluation is done internally, all basic information about the program under evaluation is known by evaluators up front. Put differently, when you pay an external person to come in and evaluate your program, your staff have to explain the program’s basics to the external person—and while this is happening, you’re paying both your staff and the external person! Another advantage of doing program evaluation in-house is that it builds capacity—i.e. staff get to know their work better.
  6. Like many non-profit organizations, the Calgary Homeless Foundation typically (CHF) chooses not to use external program evaluators. One major reason for this is cost.
  7. CHF uses a logic model for the housing programs that it funds. This logic model was built ‘in house’ via a process led by a CHF staff person (namely, my colleague Janice Chan). Our logic model begins by outlining the major contributing factors to homelessness. It then lists the major inputs required to successfully house persons who are experiencing homelessness. It then discusses outputs (e.g., number of clients housed within a given time frame), outcomes (i.e., housing stability) and impact (namely, more client independence). This logic model is presented below.

 

LogicModelFlowchart

 

8. CHF’s performance indicators are linked to the CHF’s logic model. CHF’s performance indicators[2] and quarterly monitoring of performance by programs it funds are linked to the logic model presented above (put differently, there’s ongoing monitoring against our logic model). That said, our performance indicators are only one part of our overall performance measurement. With our overall evaluative process, we also ask the following questions about programs that we fund: Has the program in question been providing us with good financial reporting on time? How collaborative have program staff been?
9. CHF contracts (for the programs we fund) contain explicit information about our performance indicators. Indeed, contracts spell out expected performance by that funded program on those indicators. Funded programs are expected to achieve outcomes that are 10% greater than their cohort’s average the previous year. (Click on this link to see the template version of the program outline section of one of our typical contracts; see pp. 10-11 of the template for information on performance indicators.)
10. Some programs funded by CHF have their own logic models. One reason for this is that CHF isn’t always that program’s sole funder. Likewise, CHF funds some non-housing programs (e.g., outreach, prevention) for which this logic model isn’t a neat fit.[3] In such cases, we develop arrangements (and funding contracts) that seek to reconcile this tension.

In sum. Program evaluation is an important tool to demonstrate performance and efficiency. Whether an internal or external approach is adopted, the outcome can provide important information to guide funding and programming decisions.

 

A PDF version of the present blog post is available to download here: Ten things to know about program evaluation and the Calgary Homeless Foundation


 

The author wishes to thank the following individuals for invaluable assistance with this blog post:  Carla Babiuk, John Burrett, Janice Chan, John Ecker, Louise Gallagher, Penny Hawkins, Kara Layher, Lindsay Lenny, Kevin McNichol, Natalie Noble, Rob Shepherd, Tim Veitch and Jeannette Waegemakers Schiff.  Any errors lie with the author.

 


 

 

[1] Behind the logic model is a theory of change.

 

[2] CHF’s performance indicators (for programs it funds) will be the subject of a future blog post.

 

[3] See this previous blog post for an overview of the various program types funded by CHF.

 

 

 

 

 

 

 

 

 

Advocacy in Canada’s Affordable Housing and Homelessness Sectors

Advocacy in Canada’s Affordable Housing and Homelessness Sectors

Advocacy in Canada’s Affordable Housing and Homelessness Sectors

On January 24, I gave a presentation to students at the University of Calgary as part of the Certificate in Working with Homeless Populations program. The goal of this presentation was to discuss ways students could advocate to senior orders of government for better public policy that can help end homelessness.

My PowerPoint slides from the presentation can be downloaded here: Falvo_Homelessness Advocacy WHP 3 of 3 20jan2017.

This is the last of a 3-part presentation that I delivered that day. A blog post based on Part 1 can be found here, while a blog post based on Part 2 can be found here.

Here are 10 things to know about advocacy in Canada’s homelessness and affordable housing sectors:

  1. Advocacy can be defined as a collective effort to bring about changes to political priorities, funding levels, legislation, regulations or policies. It’s relevant to people working in the homeless-serving sector because, in addition to delivering services to clients on a day-to-day basis, many workers in that sector also want to see changes to public policy that would help end homelessness.
  2. In the homelessness and affordable housing sectors, there are at least seven approaches to advocacy. They are: grassroots advocacy; direct action; rights-based advocacy; government-to-government advocacy; advocacy within Parliament; professionalized advocacy; and policy-based advocacy. Some people and groups take part in more than one type of advocacy; also, there’s considerable overlap among the different approaches.
  3. People engaged in “grassroots advocacy” have often been directly affected by homelessness. Also, their effort likely has a very small budget. This often involves informal working relationships, as well as a strong volunteer component. Examples of grassroots advocacy in Canada’s homelessness and affordable housing sectors include: Calgary’s Client Action Committee; Vancouver’s Carnegie Community Action ProjectHousing Action Now (in Toronto); Montreal’s Front d’action populaire en réaménagement urbain(FRAPRU); and Montreal’s Réseau d’aide aux personnes seules et itinérantes de Montréal (RAPSIM).
  4. People who engage in “direct action” are very willing to be disruptive (i.e. sit-ins, protest, civil disobedience). Little effort is made to charm or cajole the audience (e.g., observers, media, etc.). Direct action often receives a considerable amount of media attention. Examples of groups who engage in direct action include CLAC-Montréal and the Ontario Coalition Against Poverty.
  5. The underlying argument of “rights-based advocacy” is that individuals should receive a social benefit because it’s their legal right to have it. This often means challenging interpretations of the Canadian Charter of Rights and Freedoms and invoking “economic, social and cultural rights.”[1] Rights-based advocacy is heavily dominated by people in the legal community. Examples of organizations that take this approach include Canada Without Poverty and the Right to Housing Coalition (organized by the Advocacy Centre for Tenants Ontario). An example of a Calgary-based approach to rights-based advocacy is the Homeless Charter of Rights project.
  6. Government-to-government advocacy, as well as advocacy within a legislature or parliament, has obvious importance. Examples of organizations that engage in the former approach include the Federation of Canadian Municipalities and the Assembly of First Nations. Examples of advocacy that take place within a legislature or parliament include Question Periodcommittee work and the legislative process.
  7. “Professionalized advocacy” is often well-resourced and tries to positively reinforce what it sees as ‘good behaviour’ by government. This approach typically involves frequent meetings with elected officials—sometimes elected officials even seek out the group in question for their opinion and for background information. Such groups typically have multiple paid staff and sufficient resources to plan large events (e.g., conferences), hire consultants, commission research and produce web-based resources. Such organizations often provide services to their members (e.g. webinars, trainings). They also place emphasis on positive messaging with government (i.e. praising good behaviour, positive reinforcement). Canadian groups in the homelessness and affordable housing sector that engage in this approach include the Canadian Alliance to End Homelessness, the Canadian Housing and Renewal Association, Housing Partnership Canada and the National Housing Collaborative.
  8. “Policy-based advocacy” is an approach whereby a specific policy or funding pitch is used to galvanize attention and lobby government. Examples include the Alternative Federal Budget, the One Percent Solution and “ending homelessness.” (As a self-proclaimed policy wonk myself, I like this approach very much.)
  9. In the past decade, there’s been a change in tone in Canadian homelessness advocacy. Beginning in the mid-2000s, many homelessness advocates began making their cases to senior orders of government in Canada in new ways. Advocates started to emphasize what the non-profit sector could do differently, rather than how much more money senior orders of government needed to spend on social welfare programs. Increasingly, advocates also began using economic arguments in favour of action (by emphasizing the economic cost of homelessness to society) rather than a moral argument. This approach was especially popular among those practicing the professionalized approach; it has notbeen as popular within the direct action movement. I’ve previously blogged about this phenomenon here.
  10. There’s a role for all of these approaches. There’s no inherent reason why all of these approaches can’t co-exist. Not only do they not need to compete; they can actually complement and reinforce each other. I would argue, for example, that direct action approaches ‘create space’ for professionalized approaches. What’s more, some people and groups may choose to practice a variety of approaches.

The author wishes to thank the following individuals for invaluable assistance with this blog post:  Cathy Crowe, Katie-Sue Derejko, Louise Gallagher, Kara Layher, Allan Moscovitch, Emily Paradis, Steve Pomeroy, Kaitlin Schwan and Greg Suttor. Any errors lie with the author.


[1] For a consideration of whether economic, social and cultural rights can be litigated in courts, see this resource.


You can get a PDF version of this blog post here: Advocacy in Canada’s Affordable Housing and Homelessness Sectors