Task Force on Building Disability Community Organizations’ Policy Research and Knowledge Mobilization Capacity Co-sponsored by the The Canadian Association for Community Living and The Council of Canadians with Disabilities Terms of Reference – Draft 7 February 2006 1 Introduction The Canadian Association for Community Living (CACL) and the Council of Canadians with Disabilities (CCD) are co-sponsoring a review to consider options for a community-based capacity for disability-related policy research and knowledge mobilization. The Canadian Association of Independent Living Centres and the Neil Squire Society are collaborating in this initiative. The purpose is to develop options that will best enable disability community organizations to access policy research findings, and mobilize and share knowledge across society, in ways that will advance full citizenship, inclusion and human rights for people with disabilities. A Task Force, chaired by Dr. Michael Prince of the University of Victoria, with representation from the disability community, academic community, and broader social development sector, leads the review. The Task Force is supported through a facilitation team from the Centre for Research and Education in Human Services. The team will collect background information, facilitate consultations, carry out interviews and draft reports. The review will be completed by end of December 2006. The process will engage national and provincial/territorial disability organizations, policy experts in government and nongovernmental research institutes, university-based researchers and representatives of disability studies programmes. This document provides the broad Terms of Reference for the Task Force and the review. A list of Task Force Members is appended. Key Terms For the purposes of this initiative we define our key terms as follows: Disability Community Organizations - local, provincial/territorial and national organizations whose primary mission is to advance the full citizenship, inclusion and human rights of people with disabilities. Disability-Related Policy – statutory and case law, and policies in the public, private, and NGO sectors which shape the social, economic, cultural and political status of people with disabilities. Disability-Related Policy Research – the process of framing research questions and gathering and analysing information to produce useable knowledge about the following: the social, economic, cultural, and political status of people with disabilities and their families; how public, private, and NGO sector policies contribute to a de-valued status and exclusion of people with disabilities; from the perspective of advancing the full citizenship, inclusion, and human rights of people with disabilities, issues with o statutory and case law, and public, private and NGO sector policies and o particular programs, funding arrangements, practices, service delivery structures and regulations which are based on laws and policies; how laws and policies, and the various programs and arrangements based on them, can be designed to better advance the full citizenship, inclusion and human rights of people with disabilities. Policy Dialogue and Development – the process by which disability community organizations engage with other stakeholders to develop and implement policies, programs, and practices that advance the full citizenship, inclusion and human rights of people with disabilities. Stakeholders include governments, the broad disability community, other social movements, and the wide range of social, education and economic sectors that affect the status of people with disabilities (health, social services, education, training, employment, transportation, cultural industries, etc.) Knowledge Mobilization – the process of moving knowledge into policy dialogue and development in ways that will advance the full citizenship, inclusion and human rights of people with disabilities. By knowledge we mean any or all of: the accumulated knowledge and experience of people with disabilities, their families, and other stakeholders concerned with the full citizenship, inclusion, and human rights of people with disabilities; findings from specific research studies; the accumulated knowledge and experience of researchers.1 Guiding Principles The review will be guided by the following principles: We want to ensure a disability-related policy research and knowledge mobilization capacity that responds to the needs of the broad disability community, while remaining rooted in a commitment to confronting the exclusion faced by people with intellectual disabilities as part of a larger disability community. We need a policy research and knowledge mobilization capacity that strives to be fully inclusive. Diverse realities, issues, and voices of people with disabilities both in terms of types of disability (mobility/agility, sensory, intellectual, psychiatric, learning) and other factors (ethno-cultural-racial differences, gender, class, sexual orientation, etc.) should be represented in the governance and implementation of a research and knowledge mobilization capacity. We need a policy research and knowledge mobilization capacity that is considered credible by people with disabilities, their allies, funders and policy makers. Purpose The overall purpose of the review is to scope out the best option for ‘Building Disability Community Organizations’ Policy Research and Knowledge Mobilization Capacity.’ That option must provide effective answers to two key questions: • How do we build the capacity of disability community organizations to develop policy research, mobilize knowledge sharing, and engage in policy dialogue that advances their mission (to secure the full citizenship, inclusion and human rights of people with disabilities)? • What is the best way of working with academic researchers, institutions of learning and other partners in doing so?2 1 Our definition draws upon, and adapts, the definition of knowledge and knowledge mobilization provided by the Social Sciences and Humanities Research Council for its “Knowledge Impact in Society” Initiative. See http://www.sshrc.ca/web/apply/program_descriptions/knowledge_impact_e.asp 2 At its first meeting in September 2005, the Task Force provided advice in framing these questions. See “Overview of Meeting of Task Force to Review Disability Community Research Needs and Capacity,” September 19, 2005. The name of the Task Force has been revised to reflect the focus of these guiding questions. 2 Background Community-based research and information management has long been an important aspect of the disability community’s capacity-building efforts. Undertaking research-related projects and developing community-based information networks have been core capacity-building functions of national disability organizations. Access to information on disability-related needs, options, gaps in services, violations of human rights, etc. is critical to the community’s capacity to engage effectively in policy dialogue and development with governments, social and economic sectors. With governments at all levels looking for input and engagement from the disability and other marginalized communities as a foundation for a social development strategy, the disability community must be equipped to participate in an informed way. As well, the community has demonstrated its unique role, through participatory research and other innovative community-based research and information-gathering processes, to bring to consultative processes experiential knowledge of Canadians with disabilities and their families. Their knowledge about values, aspirations, needs and options is essential if we are to establish more responsive policies and practices to meet disability-related needs, and to build sustainable community capacity to address them. The disability community’s research and information function has been carried out in a number of ways in the past – through ‘in-house’ research by national and provincial/territorial disability organizations and by consultants they contract; sponsoring of community-based disability research groups like The Roeher Institute; collaboration with public interest research groups like the Canadian Centre on Disability Studies, the Caledon Institute and the Canadian Council on Social Development; and increasingly through community-university collaborations. This review is being launched at a time when the community capacity for disability-related research is undergoing significant change: 3 Human Resources and Social Development Canada’s (HRSDC’s) Knowledge Development and Research Directorate is developing a knowledge strategy to identify and address gaps in disability-related information available to governments and the Canadian public. When developed, this strategy is meant to guide HRSDC’s investment in research. While some representatives of the community have been consulted on this strategy, the role of the community in developing and carrying out this strategy remains unclear. In any case, the community itself needs to consider what its own knowledge development needs are, in addition to how to relate to and with a strategy formulated by the Government of Canada. The Social Sciences and Humanities Research Council (SSHRC) is increasingly investing in university-based disability-related research, and a growing number of university-based academics, undergraduate, and graduate programmes are conducting research and knowledge management in the area of disability studies. For the most part, university-based academics are committed to engaging the community in research projects. However, their growing research capacity shifts the locus of control and direction of disability-related social research from community organizations like CCD, CACL, and The Roeher Institute to the academic sector. The Roeher Institute, a community-based research institute sponsored by CACL for the past 35 years to provide research, training and information services to the disability community, at one time had numerous staff, a large library, a very active publishing record, and nationally and world-wide recognized research capacity. Because of lack of external funding it has been reduced in capacity in recent years to one full-time research consultant. The other main community-based disability research centre in the past few years has been the Canadian Centre for Disability Studies. However, changes in leadership and resource limitations over the past few years have required that the organization revisit its mandate and build stronger linkage to the disability community. The disability community has been working with the academic community in developing a framework for a ‘disability policy’ research strategy that will be led by a joint community-academic governance structure. This project is not yet operational. While the initiative has promise, the implications of this approach to managing policy research and knowledge mobilization are still to be worked out. Over the past dozen years, the Canadian Council on Social Development (CCSD) has built a research capacity in disability through funding from Social Development Canada. It is important to consider how best to link with the CCSD and the role it can play in a coordinated community-based research capacity. Provincial/territorial disability organizations are increasingly undertaking research and information development in a number of sectors – employment, service system transformation, early learning and child care, inclusive education, etc. The capacity of the disability community to network its own locally-developed research and information requires significant development so that policy research and options does not remain localized, but can be shared more broadly. In the past five years, disability studies programmes have been developing in a number of universities, and programmes are increasingly linking through a national network. The emergence of disability studies programmes is a welcome development, in part because they help create a needed profile on disability in universities and help expand research and knowledge management capacity. However, the relationship of these programmes to the disability community at a national level needs further clarification. As well, how these programmes can help ‘mainstream’ disability and leverage research and knowledge mobilization capacity across academic disciplines and departments is an important question for the community. A number of disability organizations have been losing organizational capacity in recent years because of a shifting funding environment. As research funding grows for university-based disability-related research, and increasingly weakened community organizations are called upon to support these research efforts, questions are being raised about how best to support the community’s engagement in disability-related research. Research funding from private foundations, Worker Compensation Boards, and other potential funders has not been effectively tapped. Objectives The objectives of the review are to: 1. Develop a clear understanding of current disability-related policy research and knowledge mobilization capacity across government, NGOs, and universities; the role of disability community organizations in these efforts; and how disability community organizations currently use this capacity in policy dialogue and development efforts. 2. Clarify expectations and hopes of disability community organizations for a policy research and knowledge mobilization capacity that would assist organizations in policy dialogue and development. 3. Identify strengths and weaknesses with current policy research and knowledge mobilization capacity from the perspective disability community organizations, and their efforts to engage in policy dialogue and development. 4. Identify options for a sustainable disability-related policy research and knowledge mobilization capacity that meets disability community organizations’ hopes and 4 expectations, is considered credible by key stakeholders, and is linked nationally and provincially/territorially. Stages of the Review The review will be organized into five broad stages. Stage Step 1 - Design Stage - Establish Task Force and Terms of Reference - Roundtable discussion with disability organizations and experts to clarify research questions and issues to be addressed. - detail a research design work plan in consultation with the Task Force - prepare background scan on o why disability policy research and knowledge mobilization is key to disability community organization goals o what we know about disability community org. policy research and knowledge mobilization needs and current capacity o key issues in developing capacity Step 2 – Survey and Interviews - web-based survey and key informant interviews with disability community representatives, academics, researchers on research and information needs, capacities, trends, issues to address Time-Frame Dec-Jan -06 Feb 06 Jan – Mar 06 March-Apr 06 Mar 06 Step 3 – Regional Consultations - Consult with a regional representation of April-May 06 people with disabilities and families researchers, policy makers, and partners – including presentation of findings from survey and informants by conference call - Atlantic, Quebec, Ontario, West, BC and North 5 Stage Step 4 – Development of Options - Face-to-face meeting with Task Force to review findings to date and to scope out options and recommendations - consideration of options by disability community organizations - identification of option to be further developed - preparation of interim report Time-Frame Step 5 – Development of Recommended Option - review with selected national disability organizations, research groups, and ODI and HRSDC officials what conditions needs to be in place to implement recommended option - outline organizational and funding proposal to implement - identify structure, networks, management and accountability for research capacity function - prepare feasibility and explore funding options - develop strategy for securing needed resources - prepare and submit final report Sept – Dec 06 June 06 July-Sept 06 Sept 06 Resourcing and Management Structure Resources for the review are provided through a Contribution Agreement to the Canadian Association for Community Living from the Social Development Partnerships ProgramDisability component of Social Development Canada (now Human Resources and Social Development Canada). Project Director, for the purposes of managing this Contribution Agreement, is Michael Bach, Executive Vice-President, CACL. The review is to be managed through the following roles and responsibilities: Task Force Chair: Michael Prince Provides overall guidance to the Task Force and Management Team Chairs all Task Force Meetings Assists in presenting findings to funders and other stakeholders Task Force Members: The primary role of Task Force members is to develop options and build consensus about the outlines of a sustainable community-based policy research and knowledge-mobilization capacity. In the course of playing this role, members will: o Provide overall direction to the review 6 o Approve research design o Provide input and feedback on draft reports and approves final report o Based on the review findings, scope out options, and recommend priority option for further development o Communicate through face-to-face meetings, conference calls and email Project Director: Michael Bach, CACL Manages and reports on Contribution Agreement with HRSDC Links with Task Force Chair and Facilitation and Research Team to ensure workplan is in place and budgeted and agreed activities are carried out, and that project deliverables are met Responsible for coordinating Task Force communications and meetings Facilitation and Research Team: A project team from The Centre for Research and Education in Human Services 3 will facilitate the review: Joanna Ochocka, Executive Director; Jason Newberry, Centre Researcher; and Julie Wise, Centre Researcher. Jason Newberry will be the lead contact for the team for the purposes of this review. The roles and responsibilities of this team are: To draft and update the workplan Design research and conduct research for the project as outlined in the 5 Steps above Facilitate Task Force face-to-face meetings Prepare reports from Task Force meetings Prepare project reports Management Team: Includes: Michael Prince (Task Force Chair); Michael Bach (Project Director); and Facilitation and Research Team Monthly conference calls to coordinate work planning Finalize materials for circulation to Task Force Members and Advisors 3 Located in Kitchener, Ontario, the Centre collaborates with governments, social service organizations, individual consumers, grassroots groups and other members of the community to support innovations in human service policy and practice. A board of directors, which includes academics, service providers, and consumers of social services oversee the Centre. Additional information about the Centre is available at www.crehs.on.ca. 7 Task Force on Building Disability Community Organizations’ Policy Research and Knowledge Mobilization Capacity Chair: Michael Prince, University of Victoria (Task Force Chair) Disability Community Organizations: Council of Canadians with Disabilities (2 representatives) Canadian Association for Community Living (2 representatives) Canadian Association of Independent Living Centres Neil Squire Foundation People First of Canada Academic/Research Community Cam Crawford, The Roeher Institute Olga Krassroukova-Enns, Canadian Centre for Disability Studies Judith Sandys, Ryerson University Katherine Scott, Canadian Council on Social Development Tim Stainton, University of British Columbia Deborah Stienstra, University of Manitoba Vianne Timmins, University of PEI Representative from Quebec – to be determined Task Force Facilitation and Research: Centre for Research and Education in Human Services Joanna Ochocka, Executive Director Jason Newberry, Centre Researcher Julie Wise, Centre Researcher 8