SERC 1 Research Projectshttps://auspace.athabascau.ca/handle/2149/8762024-03-28T22:23:53Z2024-03-28T22:23:53ZBALTA Project A11 - Survival rates of co-ops in BC and AlbertaRestakis, JohnAasgard, MicheleMurray, CarolStringham, Richardhttps://auspace.athabascau.ca/handle/2149/27592010-08-13T19:35:43Z2010-08-13T19:35:43ZBALTA Project A11 - Survival rates of co-ops in BC and Alberta
Restakis, John; Aasgard, Michele; Murray, Carol; Stringham, Richard
This proposal/plan document outlines a research project of the BC-Alberta Social Economy Research Alliance (BALTA). The project is exploring factors impacting on the survival of recently incorporated co-operatives in Alberta and British Columbia, Canada.
2010-08-13T19:35:43ZRole of Faith Based Organizations in the Social Economy: Phase II - The Role of Catholic Religious Orders and the Mennonite CommunityMcKeon, Bobhttps://auspace.athabascau.ca/handle/2149/27582010-08-13T19:28:46Z2010-08-13T19:28:46ZRole of Faith Based Organizations in the Social Economy: Phase II - The Role of Catholic Religious Orders and the Mennonite Community
McKeon, Bob
This proposal/plan document outlines a research project of the BC-Alberta Social Economy Research Alliance (BALTA). This is a second phase of research, following up on BALTA Project A4 completed in 2009. It continues the examination of the history of the role of faith based organizations in the social economy, focusing particularly on the role of the Mennonites and Catholic religious orders.
This is a second phase research project following up on BALTA research completed in 2009.
2010-08-13T19:28:46ZBALTA Project A9 - Affordable Housing Initiative: Sustainable management of housing by not-for-profits and co-ops with minimal to no government support.Buczkowska, JoannaPenfold, Georgehttps://auspace.athabascau.ca/handle/2149/27542015-03-09T20:46:47Z2010-08-13T18:34:21ZBALTA Project A9 - Affordable Housing Initiative: Sustainable management of housing by not-for-profits and co-ops with minimal to no government support.
Buczkowska, Joanna; Penfold, George
This proposal/plan document outlines a research project of the BC-Alberta Social Economy Research Alliance (BALTA). The project explores models of successful financing and management of non-profit housing in Alberta and British Columbia, Canada, in a context of reduced government financial support for affordable housing.
2010-08-13T18:34:21ZBALTA Project A8 - Creating a Database of Social Enterprise Capital Providers in BC and AlbertaPearson, Rebeccahttps://auspace.athabascau.ca/handle/2149/27532010-08-13T18:28:36Z2010-08-13T18:28:36ZBALTA Project A8 - Creating a Database of Social Enterprise Capital Providers in BC and Alberta
Pearson, Rebecca
This proposal/plan document outlines a research project of the BC-Alberta Social Economy Research Alliance (BALTA). The project involved surveying the range of capital providers for social enterprise financing in the two provinces of Alberta and British Columbia, Canada. The resulting data was made available in an online database hosted by Enterprising Non-Profits.
2010-08-13T18:28:36ZCo-op Housing Futures: A Spatial Design Research ApproachKeough, Noelhttps://auspace.athabascau.ca/handle/2149/27442010-08-10T20:10:09Z2010-08-10T20:10:08ZCo-op Housing Futures: A Spatial Design Research Approach
Keough, Noel
This proposal/plan document outlines a research project of the BC-Alberta Social Economy Research Alliance (BALTA). The project explores the potential impact of a participatory action research process using an environmental design planning process with a housing co-op in Calgary, Alberta, Canada. The project involved a team of Environmental Design students at the University of Calgary working with the Sunnyhill Housing Cooperative in Calgary to explore options for its future using a design approach. Elements to be considered in the design were post-carbon urban living, socio-cultural, economic and ecological sustainability and resilience, as well as intensification and diversity of land uses. The process was subsequently evaluated to determine the results of the approach and whether it could provide a model for other housing co-ops.
2010-08-10T20:10:08ZBALTA Project A8 - Creating a Database of Social Enterprise Capital Providers in BC and AlbertaPearson, Rebeccahttps://auspace.athabascau.ca/handle/2149/27332010-07-31T19:33:09Z2010-07-31T19:33:09ZBALTA Project A8 - Creating a Database of Social Enterprise Capital Providers in BC and Alberta
Pearson, Rebecca
This proposal/plan describes a research project of the BC-Alberta Social Economy Research Alliance (BALTA) focusing on gathering data and creating a database of capital providers for social enterprises in the provinces of Alberta and British Columbia, Canada.
2010-07-31T19:33:09ZBALTA Project A7 - Co-op Housing Futures: A Spatial Design Research ApproachKeough, Noelhttps://auspace.athabascau.ca/handle/2149/27322010-07-31T19:10:56Z2010-07-31T19:10:56ZBALTA Project A7 - Co-op Housing Futures: A Spatial Design Research Approach
Keough, Noel
This proposal/plan describes a research project of the BC-Alberta Social Economy Research Alliance (BALTA) focusing on co-operative housing. The project involved a team of Environmental Design students at the University of Calgary working with the Sunnyhill Housing Co-operative in Calgary to explore options for its future using a design approach. Elements to be considered in the design were post-carbon urban living, socio-cultural, economic and ecological sustainability and resilience, as well as intensification and diversity of land uses. A subsequent stage of the process involved an evaluation of the design approach to explore its value as a methodology for other co-ops to use in planning.
The co-op undertook this project as part of the national Co-operative Housing Federation’s Compass 2020 initiative, facilitated by the Southern Alberta Housing Coeoperative’s (SACHA) Vision 2020 process. Vision 2020 is intended to examine Sunnyhill’s history and evolution, current context and future opportunities. The BALTA project team was tasked with using a design methodology to support the Vision 2020 exercises while offering the Cooperative thoughtful and creative options for their future.
2010-07-31T19:10:56ZThe Fraser Valley Social Economy with Reference to Affordable Housing Provision and Related Support Servicesvan Wyk, Ronhttps://auspace.athabascau.ca/handle/2149/20062009-04-27T17:44:23Z2009-04-03T20:00:45ZThe Fraser Valley Social Economy with Reference to Affordable Housing Provision and Related Support Services
van Wyk, Ron
This document explains the plans for a research project that will provide a portrait of the nature, dynamics and extent of the social economy in the Fraser Valley, specifically with regard to the provision of affordable housing and concomitant support services. The objectives of the research project are to:
• Provide a description of what is affordable housing and what contribution does it and the related social economy housing providers make economically, and socially to the community/region they serve.
• Provide an inventory of affordable housing and related social economy housing provision organizations in the FVRD.
• Describe the nature, dynamics and extent of the social economy in FVRD as it relates to affordable housing and related support service delivery including, for example, an analysis of number of people employed in this sector, annual budget, revenue, number of clients served, per capita cost of service delivery, asset base, leveraging of assets and opportunities for expansion, etc.
• Analyze supply of affordable housing and related support services relative to demand based on, for example, inventory of existing social housing stock, waiting lists for affordable housing, consumer income levels in relation to cost of market-based housing, percentage of household income spent on housing, etc.
• Identify and describe support services that are necessary to make affordable housing successful.
• Identify and describe the policy and program changes necessary to enhance the provision of affordable housing e.g. (1) policies related to housing development, including municipal and regional plans, provincial and federal funding support, availability of financing; (2) policies related to affordable housing social economy enterprises (NGOs); (3) policies related to affordable housing support services.
2009-04-03T20:00:45ZBALTA Project A5 - Affordable Housing Assessment and Strategic Planning, Kootenay RegionPenfold, Georgehttps://auspace.athabascau.ca/handle/2149/19892009-03-07T17:29:02Z2009-03-07T17:29:02ZBALTA Project A5 - Affordable Housing Assessment and Strategic Planning, Kootenay Region
Penfold, George
This is an update on 2008-2009 plans for this BALTA research project, which is looking at affordable housing in the Kootenay Region of British Columbia, Canada. The project includes both an affordable housing assessment phase and support to strategic planning on future affordable housing development.
2009-03-07T17:29:02ZBALTA Project A5 - Affordable Housing Assessment and Strategic Planning, Kootenay RegionPenfold, Georgehttps://auspace.athabascau.ca/handle/2149/19882009-03-07T17:25:05Z2009-03-07T17:25:05ZBALTA Project A5 - Affordable Housing Assessment and Strategic Planning, Kootenay Region
Penfold, George
This BALTA research project is looking at affordable housing in the Kootenay Region of British Columbia, Canada. The project includes both an affordable housing assessment phase and support to strategic planning on future affordable housing development.
2009-03-07T17:25:05ZRole of Faith Based Organizations in the Social Economy BALTA Research Project A4McKeon, Bobhttps://auspace.athabascau.ca/handle/2149/19712009-02-19T15:07:36Z2009-02-19T15:07:36ZRole of Faith Based Organizations in the Social Economy BALTA Research Project A4
McKeon, Bob
This research project of the BC-Alberta Social Economy Research Alliance (BALTA) has the goal of documenting the role faith-based organizations play in the social economy in Alberta and British Columbia, Canada, and investigating ways in which this role can be strengthened and expanded in the future. This will be done through identifying and analyzing innovative approaches and best practices presently being used in Alberta/B.C., other jurisdictions in Canada and beyond.
2009-02-19T15:07:36ZBAL:TA Project A3 Update - Social Purpose Capital MarketsPearson, RebeccaKain, JennyGarber-Conrad, Martinhttps://auspace.athabascau.ca/handle/2149/19702009-02-19T13:09:44Z2009-02-19T13:09:44ZBAL:TA Project A3 Update - Social Purpose Capital Markets
Pearson, Rebecca; Kain, Jenny; Garber-Conrad, Martin
This is an update on 2008-2009 plans for this research project, whose intended objectives are: To describe the current scope and state of the non profit capital market in B.C. and Alberta; To examine the dollar value of non profit sector investments that could be accessed in BC and Alberta; To identify what a “successful” non profit sector capital structure looks like;
To identify the gaps in capital instruments in the non profit capital market in B.C. and Alberta and to make recommendations for the development of specific capital instruments that could respond to these gaps, particularly instruments that would target the development of assets in social economy organizations; To explore the potential for using private market based instruments more effectively to support social economy organizations; To explore the potential for developing a B.C./Alberta non profit capital market working group interested in moving the results forward.
2009-02-19T13:09:44ZBALTA Project A2 Update - Co-operative Models of Social CareRestakis, Johnhttps://auspace.athabascau.ca/handle/2149/19692009-02-19T13:01:01Z2009-02-19T13:01:01ZBALTA Project A2 Update - Co-operative Models of Social Care
Restakis, John
This project is examining the role that co-operatives are playing in the provision of health and social services in Canada and internationally, and the impact of government policy, legislation, and operating procedure on the ability of co-operative models to provide these services. Two aspects of the project have specifically explored co-op elder care in Canada and enabling policy for health and social co-ops in British Columbia, Canada. This update specifies research plans for the 2008-2009 year.
2009-02-19T13:01:01ZProject A3-2007 The Non-Profit Sector Capital Market in B.C. and AlbertaKain, JennyGarber-Conrad, Martinhttps://auspace.athabascau.ca/handle/2149/11162015-03-06T16:48:34Z2007-09-20T02:03:23ZProject A3-2007 The Non-Profit Sector Capital Market in B.C. and Alberta
Kain, Jenny; Garber-Conrad, Martin
This research project will explore the non-profit sector capital market in B.C. and Alberta with a focus on the role that this market can play in developing, supporting and strengthening social economy organizations.
The purpose of this study is to complete a current state analysis of non-profit sector capital market development and opportunities in B.C. and Alberta. Social economy organizations require different types of capital at various stages of development to move from start-up to sustainability. The resources of the non-profit sector form a distinct capital market and there is an opportunity to use these resources in innovative ways to support the growth and transformation of the social economy sector. The social economy has grown significantly over the last few years as a result of decreased government funding and an emphasis on diversification of revenue streams. We have witnessed an increase in the number of social economy organizations including social enterprises, non-profit corporations and innovative hybrid organizations. On the capital provision side, there is a significant transfer of wealth anticipated as aging parents transfer wealth and other assets to family members and charities. As well, there are an increasing number of donors and investors interested in ‘venture philanthropy’ and in seeking a social return on their investment. Combined, these forces represent significant potential for innovation and opportunity in the non-profit capital market. There is an opportunity for social economy organizations, foundations and socially oriented private investors to pool their assets and to experiment with new capital tools and instruments to support further strengthening and growth in the social economy sector. Financing that includes a range of financing tools to meet the needs of social economy organizations at various points of development is a core requirement of the social economy sector. This is critical to the successful and sustainable development of the social economy sector in B.C. and Alberta and across Canada. It also responds to the interests of foundations and investors to align their investment and social goals more effectively.
2007-09-20T02:03:23ZProject A1-2007 Innovative Use of Housing Co-operative AssetsMurray, CarolKain, JennyRestakis, JohnMcKeon, Bobhttps://auspace.athabascau.ca/handle/2149/8852009-02-18T15:50:50Z2007-04-10T00:00:00ZProject A1-2007 Innovative Use of Housing Co-operative Assets
Murray, Carol; Kain, Jenny; Restakis, John; McKeon, Bob
The “Innovative Use of Housing Co-operative Assets” project consists of an examination of the use of mortgage free housing co-op assets to leverage funding or financing for further co-op housing and for other social economy purposes. The project will encompass three main phases: • a literature review; • a scan of current housing co-ops in British Columbia and Alberta currently using assets for this purpose (or are contemplating this); and • an assessment of the potential for these assets to be leveraged. These phases will be researched concurrently during the study, to take place from April 1, 2007 to March 31, 2008.
The purpose of the study is to provide well researched documentation on successes and potential in leveraging housing co-op assets for social enterprise purposes. We anticipate that these assets represent a significant source of potential development financing for further co-op housing development and social economy purposes not only in B.C. and Alberta but throughout Canada. The study will also assess the potential for applying these assets for social enterprise purposes. The use of these assets would help alleviate the difficulties currently experienced in the social economy of a) securing social enterprise venture capital and/or b) the dependence on government programs for social enterprise start-ups. This project forms part of the goals of BALTA and SERC-1 to map the extent, scope, impact and characteristics of human services and affordable housing social enterprise activity in the region and to examine successful innovations in other settings that would be relevant here. The project will also explore key issues, opportunities and constraints of this potential source of social enterprise development financing.
2007-04-10T00:00:00ZProject A2-2007 Co-operative Models of Social CareRestakis, JohnGirard, Jean-PierreBorzaga, CarloZamagni, Stephanohttps://auspace.athabascau.ca/handle/2149/8842009-02-18T17:39:26Z2007-04-10T00:00:00ZProject A2-2007 Co-operative Models of Social Care
Restakis, John; Girard, Jean-Pierre; Borzaga, Carlo; Zamagni, Stephano
The project will examine the specific role played by co-operatives in the design and delivery of social care. In recent years, there has been a major shift both in public policy and in public expectations concerning the roles and responsibilities of governments and the private sector with respect to the provision of social services. Canada is not different in this respect than many other western countries. One result of this shift has been increasing pressure on organizations within the social economy to redefine their own roles with regard to social care. The emergence of co-operative models for the delivery of social care has in large measure been a response to this change in government roles and public policy. In everything from health care to services for people with disabilities, co-ops have been created to respond to what many see as a failure of the public sector on the one hand, and a concern around the privatization of social care on the other. This project will ex...
This project is squarely within the mandate of SERC 1 with respect to the role of the social economy in the provision of human services. The project also responds to the major strategic questions and analytical domains framing the work of BALTA. The research on the role of co-ops in the provision of social care addresses elements of all three strategic questions: 1) Outlining the scope and characteristics of an important emerging sector within the social economy, 2) Identifying social economy innovations that are achieving demonstrable results – specifically in the area of social care, and 3) Examining the key issues that present either opportunities or constraints for adapting co-op models in social care delivery in BC and Alberta. The research proposed for this project addresses in particular two of the four analytical domains: 1) Contributions of the social economy in reinserting the principles of reciprocity, solidarity, and sustainability into economic life, and 2) Adapting successful social economy innovations within the context of BC and Alberta.
2007-04-10T00:00:00ZProject A4-2007 Role of Faith Based Organizations in the Social EconomyMcKeon, BobGarber-Conrad, MartinBC-Alberta Social Economy Research Alliance (BALTA)https://auspace.athabascau.ca/handle/2149/8832015-03-11T14:57:20Z2007-04-10T00:00:00ZProject A4-2007 Role of Faith Based Organizations in the Social Economy
McKeon, Bob; Garber-Conrad, Martin; BC-Alberta Social Economy Research Alliance (BALTA)
The goal of this project is to document the role faith-based organizations play in the social economy in Alberta and B.C., and to investigate ways in which this role can be strengthened and expanded in the future. This will be done through identifying and analyzing innovative approaches and best practices presently being used in Alberta/B.C. and in other jurisdictions in Canada and beyond.
In my CED practice over the last thirty years, many of the successful social economy initiatives in the Edmonton region have had significant FBO involvement. This involvement has happened in different ways and is not widely recognized. The history of the SE movement in Canada shows significant faith community engagement (e.g. Antigonish movement, caisse populaire). This continues to the present day (e.g. the United Church Moderator’s Consultation on Faith and the Economy, the national ecumenical justice coalitions’ Moral Economy Project). Faith based funding groups such as the Canadian Alternative Investment Co-op (CAIC) and the Interchurch Social Justice Fund (PLURA) have been significant SE players. This is a changing environment with risks and opportunities for the SE sector in Canada (e.g. the decline of RC religious orders and the growth of non-Christian faith communities). Relevant research and information dissemination on these concerns can contribute to the future growth of the Canadian SE sector. I am asked to make presentations on the social economy to religious constituencies and to make presentations on faith community engagement to SE constituencies. I have seen real interest on both sides of these conversations. International examples, especially in the US, show new and innovative models for this type of engagement.
2007-04-10T00:00:00Z