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                       ROGRAM OVERVIEW: MANITOBA AREA


“Linking Learning Leveraging” is a five-year research initiative headed by Dr. Lou
Hammond Ketilson at the Centre for the Study of Cooperatives, University of
Saskatchewan, in partnership with other Canadian universities and community and
cooperative organizations. The initiative is funded by the Social Sciences and
Humanities Research Council and covers the geographic area of Saskatchewan,
Manitoba and Northern Ontario. Support and administration for the Manitoba region of
the initiative is being provided by The Winnipeg Inner City Research Alliance (WIRA).

“Linking, Learning, Leveraging” will essentially investigate how social economy
enterprises help build more respectful relationships within communities, with the
environment, and among stakeholders.

Research questions the initiative is exploring include:
   - What can be learned from the social economy’s evolution to date?
   - Where is the social economy?
   - What is it accomplishing?
   - What does it need?
   - How can we apply this knowledge in public policy?

The social economy refers to those enterprises and organizations that use the tools and
some of the methods of business, on a not-for-profit basis, to provide social, cultural,
economic and health services to communities that need them. Social economy
enterprises exhibit distinctive forms of organization and governance such as worker co-
operatives and non-profit organizations. Such organizations produce goods for and
deliver services to the public. These goods and services include childcare, recycling,
tourism, culture, producing goods for market, as well as financial institutions such as
credit unions and the evolving social economy finance sector. To individuals and
communities in need, social economy enterprises offer employment opportunities as well
as goods and services at affordable rates. Such enterprises also reinvest profits in the
organization, and provide opportunities for skills development that help individuals find
employment. More broadly, the social economy provides goods and services to the
wider community as part of a commitment to sustainable development as demonstrated,
for example, by the large number of social economy enterprises involved in fair trade
and socially responsible production. See

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The research will focus on five areas:

1.       Social enterprise/organization development – primarily case-study profiles of
         social economy enterprises/organizations examining; organizational structure,
         purpose, processes and planning; membership and membership engagement;
         relationships within the social enterprise and with government, for profit
         enterprises and other social economy organizations/enterprises; roles of social
         enterprises/organizations in promoting more forms of social integration; and, the
         cultural and social values that inform practices within the enterprise/organization.
2.       Financing strategies for social enterprise/organization development – will
         focus on the challenges of funding the social economy, in addition to identifying
         innovative and successful funding models. Because social-economy enterprises
         direct their activities toward dual goals – social and economic – finding
         appropriate funding sources can be problematic. Access to core funding as
         opposed to start-up or project-based is an ongoing issue. Many of the
         organizations go from grant deadline to grant deadline in search of sustainable
         funding. This project-based funding is ineffective and distortionary, especially for
         organizations delivering social services to highly underprivileged clients.
3.       Governance of social-economy enterprises/organizations – this area will
         highlight examples of innovative, alternative, or experimental approaches to
         stakeholder involvement inspired by democratic values and principles. Such
         approaches could take quite different forms from conventional democratic
         practice such as attendance and voting at meetings. May offer methods of
         measuring good governance and its impacts, development of tools for
         assessment of democratic and governance practices, etc.
4.       Measuring and mapping the social economy – the key interest in this area is
         in mapping the nature and measuring the impact of social economy
         enterprises/organizations on both the economic vitality and the quality of life in
         the communities or regions where they operate. Another is determining the
         underlying conditions that strengthen social-economy organizations/enterprises.
5.       Developing policy frameworks for the social economy - this area offers the
         opportunity to review existing regulatory frameworks affecting the social economy
         with a view towards identifying gaps as well as areas of overlap and multiple
         governmental interest. What public-sector programs and policies are most
         appropriate for supporting the social economy? How can existing and potential
         taxation instruments be used to reward and increase involvement in the social
         economy? What types of regulations can address the liability insurance crises
         permeating social economy organizations?


        Organizations, enterprises and academics active and interested in the social
         economy in Manitoba are eligible to apply.
        Each application must come from a partnership between at least one academic
         and one community organization/enterprise representative.

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All eligible proposals must list at least one academic partner and one community partner
willing to jointly manage the research project. If needed, the WIRA liaison directors will
work closely with interested individuals and groups to find appropriate partners to put
forward an application. Once the partnership has been established, the research
questions and objectives determined, and the commitment and roles of the partners
agreed upon, the application for funding may be submitted by the deadline for
adjudication by the WIRA Executive Steering Committee.

Responsibilities of project partners:
    Establish the roles and levels of involvement of the academic and community
     partners, according to the nature of the research, and the needs, expertise and
     time availability of partners.
    Strive for balance in power and participation among partners.
    Undertake community-based research.
    Partners fully collaborate in all steps of the research, from identification of
     research goals, to developing methodology, to producing the final report.
    Meet regularly regarding the progress toward the goals and objectives of the
    Provide research leadership to the student and/or community researcher.
    Accurate reporting of research results, taking into account the needs for
     confidentiality in gathering, dissemination and storage of information and the
     need for objectivity and neutrality in research.
    The partners shall provide the resources and infrastructure (eg. Staff, space,
     appropriate supervision, stationery supplies, etc.) needed to complete the
    The Principal Investigator is the partner that is the main contact person who
     organizes and directs the research project, arranges meetings, and stays in
     regular contact with the Community Liaison Director.

Role of the WIRA Liaison Directors:
    Assist interested individuals in developing research ideas and in the
       strengthening and defining of research goals prior to the submission of an
    Ensure that strong research partnerships are established: connect individuals to
       others with whom they may want to form a research partnership and submit an
    Hold and administer all of the funds committed to the “Linking, Learning,
       Leveraging” Program.
    Pay the community release amount directly to the community organization and
       pay the internship stipend to the student upon receipt of invoices (including hours
       worked, and wages plus mandatory deductions).
    Facilitate collaboration between partners throughout the research project.
    Check in regularly with research partners to ensure that the process is running
    Offer research and administrative support to the research partnerships.
    Inform research partnership about progress of the larger “Linking, Learning,
       Leveraging” initiative.
    Notify partners of relevant conferences, workshops, and events and provide
       assistance in applying for funds for travel and attendance.

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RESEARCH FUNDING AVAILABLE (Note: It is not necessary to have the student
researcher or community researcher identified at the time of application)

        For students: Must have full-time student status. Preference will be given to
         students demonstrating excellence in academic performance, and those whose
         research interests lie in the social economy. Project application may include a
         request for either:
             o a full-time four month internship for up to $5,000 (same for all levels of
                study), or
             o a 12 month internship (to cover 8 months of part-time work during the
                school year plus 4 months of full-time summer work). The maximum
                amounts for 12 month internships are: undergraduate - $10,000; Master’s
                student - $12,000

        For community release time: must be an employee of an organization/
         enterprise involved in the social economy. Payment will go directly to the
         community organization to compensate for the employee’s time spent on the
         research. Maximum of $5,000 per person, per project.


If you have questions about the “Linking, Learning, Leveraging” initiative in Manitoba, or
need assistance in finding appropriate project partners, you may contact:

         Anita Friesen
         Community Liaison Director
         Winnipeg Inner City Research
         #103-520 Portage Avenue
         Winnipeg, Manitoba R3C 0G2
         Phone: (204) 982-1152

         Tom Carter
         Research Liaison Director
         Winnipeg Inner City Research
         #103-520 Portage Avenue
         Winnipeg, Manitoba R3C 0G2
         Phone: (204) 982-1148

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Lingjuan Ma Lingjuan Ma MS
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