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Administration for Children and Families US Department of Health and Human Services

Meeting Minutes

Rural Welfare to Work Strategies

December 3-4, 1998

 

DECEMBER 3, 1998

The first meeting of grantees for the Administration for Children and Families (ACF) Rural Welfare to Work Strategies project was held December 3-4, 1998, at the Hyatt Capitol Hill, Washington, DC. Representatives from the following States attended: Illinois, Iowa, Louisiana, Maryland, Minnesota, Mississippi, Missouri, New York, Vermont and Washington.

Welcome and Direction

Helen Howerton, Chief, Division of Child and Family Development, Office of Planning, Research, and Evaluation (OPRE), ACF, welcomed grantees, provided an overview of the meeting, and presented an overview of ACFs research agenda under welfare reform.

Jim Dolson is the Project Officer for each of the grants and has most likely already been in touch with all of the grantees.

She noted that special guests were expected to attend this meeting, including representatives from the Department of Agriculture, the NGA, NCSL, NACo, and other national organizations. ACF is delighted to have them in attendance and encourages their participation throughout the meeting and the initiative.

Ms. Howerton said that ACF is very excited about this initiative to study welfare reform in a rural context. John Monahan, the Principal Deputy Assistant Secretary for the ACF will host a town meeting with all grantees tomorrow morning. Mr. Monahan is intensely interested in both health and welfare issues affecting the poor and is eager to hear the perspective of the grantees on the opportunities and challenges of health and welfare reform as they affect rural populations.

She mentioned that the Department of Health and Human Services (HHS) has a substantial portfolio of research and evaluation studies, some initiated prior to welfare reform and some more recently. Some grantees may be familiar with the JOBS program and its evaluations, or the welfare waiver demonstrations and evaluations. Some of the work helped to inform provisions in the current law.

OPRE has worked closely with the Office of the Assistant Secretary for Planning and Evaluation to implement a comprehensive research agenda. OPRE prides itself in having worked with others in HHS, in other federal agencies, and particularly with States, localities and researchers to produce the best information possible to help inform policy and practice.

The ACF research agenda has two broad goals:

1. To increase the likelihood that the objectives of welfare reform are achieved by developing credible information that can inform state and local policy and program decisions; and

2. To inform the Congress, the Administration, and other interested parties on the progress of welfare reform.

Two broad questions have been central to the research:

1. What approaches are States and localities taking to reform welfare, and what effects do these models have on low-income families and their children?

2. What are the experiences of low-income families and children under a variety of welfare reform models, even if we cannot establish a direct causal linkage between welfare reform and these outcomes?

To answer these questions, ACF has focussed research on:

With these studies, ACF intends to address such questions as:

Much of the welfare research to date has not excluded rural populations, but neither has it explicitly addressed the special conditions affecting rural groups. Some tried and tested interventions may serve rural populations as well as others, but this is not known for certain because it has not been a specific focus of study. More studies have been done in more densely populated areas, mainly to address the issues of sample size, and dispersion and transportation challenges that affect the study population as well as service providers and researchers.

ACF has typically engaged the States in its research efforts. Under devolution, States have more responsibility and flexibility, can effect statewide policies, and can target resources. ACF also recognizes the pivotal role of counties and communities in orchestrating and delivering front-line services and in effecting change. It is imperative to engage both States and communities to achieve an optimum result.

Methodologically, ACF has favored experimental study designs because they are generally regarded as the most reliable method to determine the effects of different approaches and to produce more credible information. However, ACF recognizes that no single analytical approach adequately fits all of the essential questions to be answered. Therefore, a variety of study approaches has been supported, including random assignment experimental studies, non-experimental studies, implementation studies, exploratory and descriptive studies. The choice of methodology is heavily dependent on the research questions to be answered but is also tempered by issues of feasibility.

In addition, ACF has provided planning grants to launch new initiatives or to build a better foundation for further study of important issues. This rural initiative is a case in point.

There is a scarcity of research on how best to help rural families move from welfare to work, sustain employment, and achieve wage and job progression. In addition, we know very little about how recent and ongoing changes in policies are affecting the well-being of children and families. Well-supported information is needed to successfully achieve these purposes. At the same time, rural areas present many challenges for policy development, program design, service delivery and research. ACF wants to work with the grantees to build a better knowledge base and foundation for research to produce information essential to sound decisionmaking.

ACF has provided grants to 10 States for this initiative. The announcement stressed the importance of both State and community representatives, as well as researchers in this process. This is an important mix to develop the necessary insight into rural welfare reforms issues. The reasons proposals were chosen include:

Many grantees have asked about what ACF wants or what grantees need to do to succeed in Phase Two. There is no template or prescription for Phase Two. ACF wants to develop a strong foundation for further study. ACF is in a developmental phase along with grantees and others to move toward a meaningful agenda.

ACF encourages grantees to:

Over the next several months, everyone will work together to identify important and promising interventions or strategies that are worthy of systematic study in rural communities during a follow-on phase.

To facilitate efforts, ACF has contracted with Macro International, which has sub-contracted with the Rural Policy Research Institute (RUPRI). The evaluation research experience of Macro combined with the substantive knowledge of RUPRI on rural issues and research will serve the project well.

Ellen Marks, Macro International, Project Director, introduced staff from Macro and RUPRI and said that the overall goal of this meeting was to develop a learning community. Grantees were asked to review the research synthesis provided and return additions/comments to Macro within 10 days.

State Introductions

Each State made a 5-minute presentation describing its rural welfare to work strategies project and challenges that the State may encounter. The following is a brief synopsis of each States project:

Iowas project will focus on furthering research on rural transportation issues through interviews and focus groups. The following four issues will be addressed: (1) rural transportation needs; (2) barriers to vehicle ownership; (3) the multiple-stop problem; and (4) economic viability of rural transportation.

The following are challenges that IA will face in implementing the project:

The project will utilize its analysis to tailor existing transportation programs to rural areas.

Illinois will target 14 contiguous counties in southern IL that have three types of rural industries: mining, agriculture, and forestry. Seven of these counties are historically the poorest in the State. Since there has already been a good deal of study of the area, there is good information about welfare to work barriers. The focus of this project is on what is working in terms of welfare clients job acquisition, retention, advancement, and re-employment, and how to apply the lessons learned to the population that is not yet working. Data will be collected through focus groups of employers, TANF clients and representatives from community groups. Other data sources include:

Southern Illinois University and the Southern Business Partnership are local partners on this project.

Louisiana has 6,500 TANF recipients who will reach the 24-month time limit for benefits this month. Over 40% of the welfare population is rural. The project will focus on Tensas Parish, which has an agricultural economy with 8 percent unemployment in season and 10 percent in the off season. Sixty percent of the population lives below the poverty line. The following research question will guide the project: Are job search methods a match for the jobs that are or will be available? The project will further explore the link between welfare to work initiatives and local employment opportunities in an area where a known economic development project is underway (a shipbuilding facility is scheduled to open soon). Data will be collected through structured interviews and community discussions. The State has partnered with the Sociology Department at Louisiana State University for this project.

Maryland has enjoyed much success under welfare reform in rural Cecil County. This project aims to define the characteristics of successful public/private welfare to work partnerships and identify how to facilitate more collaboration that will lead to job retention and advancement. In addition, the project will identify how emerging technologies can best be utilized to support partnerships, and address the issue of culture change in the welfare system.

Minnesota identifies the following three primary rural welfare reform challenges: (1) remoteness; (2) economic development; and (3) the diversity of its population, including 11 Native American Tribes and a high percentage of noncitizens (more than 25 percent in some areas). Results from an evaluation of MNs welfare reform effort, the Minnesota Family Investment Program (MFIP), indicate a lesser impact in rural areas than in urban areas. The McKnight Foundation has played a key role in MNs welfare reform effort. McKnight has funded partnerships in 20 areas (14 of which are rural) to help families transition from welfare to work. Mentoring has emerged as a key component of successful partnerships. This project will examine the McKnight-funded partnerships and identify those strategies most associated with successful acquisition and retention of work by rural welfare families. The primary challenge of the project will be laying the groundwork for deciding what specific strategies to target for study.

Mississippi will analyze local Labor Market Areas (LMAs) based on the journey to work and will utilize Urban Influence Codes (UICs) to determine the extent to which areas are influenced by proximity to an urban area. Specifically, the project will:

Missouri will examine perceived barriers to employment in four counties in the extreme southeastern region of the State, commonly known as the Boot Heel. Data will be collected via focus groups and telephone interviews from current and former welfare recipients and from service providers. A summary report will be compiled which will compare long-term recipients with shorter-term recipients and returnees. The projects rural partner is the local JTPA agency.

New York aims to further rural research by developing more detailed evaluation criteria and using an extended sampling frame. The project will study the implementation of rural welfare to work strategies and identify successful strategies that can be replicated. Primary data will be collected through:

Administrative data will be collected through a survey of closed cases and analyzed to determine incidence of client problems, service utilization, and barriers to transition to self-sufficiency.

In Vermont, the most rural State, welfare reform efforts have been successful in changing welfare recipients headset; these efforts have been less successful in communicating the changes in the culture of welfare to agencies and organizations. This project aims to examine current welfare to work strategies and identify best practices. A key feature of this project is to look at transportation strategies, including a transportation loan fund operated through a credit union.

Washington is a very diverse (urban/rural) State that operates under a Work First welfare reform model. Starting in 1999, there will be a strong emphasis placed on post-employment services. This project will identify, develop, and study effective strategies for rural welfare to work, specifically strategies that promote sustained employment and job progression. The project plans to collaborate with both nonprofit organizations and Tribes (many of the 27 federally-recognized Tribes in the State have over 50 percent unemployment). The project will analyze both quantitative data currently being collected by the State and qualitative data that will be gathered through a series of focus groups with employers, recipients, supportive services organizations and Tribes.

The Rural Condition

Chuck Fluharty, Director, RUPRI, presented a session on The Rural Condition. He spoke about the new rural setting in which the economy is diverse, strong, and growing and experiencing a population increase due to movement from metropolitan areas and immigration. Amidst these changes, there has been a slight drop in rural employment. The unique rural context creates unique challenges for welfare recipients trying to move to economic self-sufficiency. Mr. Fluharty noted that the United States does not currently have a national rural policy and suggested steps to move toward attaining a more place-based/community-based policy. The following items were identified through group discussion as issues to address in identifying and formulating rural welfare reform strategies:

Transportation and Rural Welfare to Work Strategies

Dianne McSwain, Special Assistant to the Director, Office of Intergovernmental Affairs, HHS, facilitated a session on transportation in a rural context. At a recent meeting of a welfare reform task force for the State Rural Development Council, transportation was the main concern. Several resources for grantees were identified, including the National Transportation Resource Center (www.ctaa.org/resource and 800-527-8279), which links peer organizations/entities and provides technical assistance, and the Coordinating Council on Access and Mobility. The Federal government spends $2.6 billion on transportation each year, and the challenge for grantees will be to identify transportation options and resources that already exist in their area. Discussion centered around the following topics:

Job Readiness--Break-out Sessions

To address the broad topic of job readiness, breakout sessions were held on local labor markets and the employer perspective.

Local Labor Markets

Lionel J. (Bo) Beaulieu, Director, Southern Rural Development Center, facilitated the session on local labor markets. He noted two main issues for consideration:

1. Job-related skills of TANF recipients are limited. This is often due to minimal education.

2. About 85% of new jobs being created in rural areas are in the service sector and tend to be low paying, unstable, and part time (overall, 20-25% of all jobs in rural areas are in the service sector).

The group identified the following rural local labor market challenges:

 

The group identified the following strategies to address the local labor market challenges:

In addition, the group noted that overall they lack information and the technical capacity to address the issue of job readiness. ACF could assist grantees by providing better information, dissemination, and technical assistance.

Employer Perspective

The breakout session on the employer perspective was led by Jack A. Meyer, President, Economic and Social Research Institute (ESRI). The following are characteristics of jobs attained by welfare recipients:

A study of 500 employers conducted by ESRI found that the following attributes were most important when hiring and retaining employees:

In addition, employers noted that they are looking for workers with good basic work skills, that there is an unwritten code between them and employment agencies that employers would rather have reliable people than those who are more educated, and that hiring trainable workers is a key to business success, particularly among microenterprises. Employers also reported that the increase in the minimum wage did not affect hiring practices.

Employers noted the following barriers to hiring and retaining welfare recipients in jobs:

Those employers who worked with welfare recipients found that they were less prejudiced than they expected against welfare recipients, a job is often not enough to achieve self-sufficiency, and that most recipients were looking for the opportunity to attain a good job. Over 62% of employers in the survey had hired a welfare recipient, and most would do so again.

The group identified the following challenges based on experience:

The group identified the following strategies to address challenges:

Welfare to Work--Panel

A panel of experts was convened in a plenary session to discuss welfare to work issues. Members of the panel were:

Mr. Gale discussed employment trends and job creation in rural areas and presented results of a survey of manufacturers (who provide 15-17% of non-metropolitan jobs). There has been 2% job growth per year in rural areas since the last recession. Manufacturing and extractive industries are not growing; most new jobs have been in the services sector, retail, government, real estate, and insurance. The survey of manufacturers found that rural employers face the following challenges:

Employers reported that workers should possess skills in the areas of basic academics, group problem solving, and interpersonal relationships. They reported that reliability and a positive attitude are the most important and most difficult worker attributes to find. Most employers said that they were doing little to address these deficits within their (potential) work force. Less than half of the manufacturers surveyed offer training.

Mr. Cook presented problems that others have cited as challenges for job attainment in rural areas and emphasized that these could be considered as opportunities. He discussed the following:

 

Problem in Rural Areas

Opportunity

lower educational attainment

population is older; females on welfare are more likely to have finished high school

children more likely to experience longer-term poverty

spells on welfare are shorter

more low-wage jobs

TANF recipients are more likely to be married and to report work

lower availability of public transportation

TANF allows expenditures for deterrence from welfare; also, large number rely on friends or car pools

child care less available

use relatives; also, cost is lower

higher levels of unemployment, fewer jobs

TANF provisions

fewer educational and training opportunities

shift to Work First

most employers are small businesses

most employment nationwide is in small businesses; also, most rural business are locally owned with plans to expand

He noted that the following major issues will determine the success of welfare reform in rural areas:

Mr. Bomberg noted the following critical issues for the success of welfare reform in rural areas:

Mr. Bomberg noted the following opportunities for welfare to work programs in rural areas:

Welfare to Work--Discussion

Discussion with grantees centered around the following issues:

 

 

 

DECEMBER 4, 1998

Supportive Services--Break-out Sessions

To address the broad topic of supportive services, breakout sessions were held on child care, transportation, and case management. State delegations were encouraged to send one person to each breakout session.

Child Care

Elizabeth Ford, Director of Special Projects, National Association for the Education of Young Children, facilitated a breakout session on child care. She noted the following challenges in providing quality child care under rural welfare reform:

In addition, the following obstacles to obtaining quality child care were noted:

The group identified the following strategies to address the child care challenges:

Transportation

Sarah Dewees, Rural Policy Research Institute, facilitated a breakout session on transportation.

The group identified the following strategies to address the challenges faced regarding transportation in a rural welfare reform context:

The group identified the following issues surrounding the evaluation of strategies in rural areas:

Case Management

Ellen Marks, Macro International, facilitated a breakout session on case management. She noted challenges for case management under TANF, including (1) the switch from eligibility determination to job counselor, (2) the shift from providing benefits to encouraging self-sufficiency, (3) adequacy of current staff skills, and (4) provisions for professional development. Additional challenges in rural areas include:

The group identified the following strategies to facilitate effective case management in rural areas:

The case management breakout session also identified the following remaining questions:

Town Meeting with John Monahan

John Monahan, Principal Deputy Assistant Secretary, ACF, held a town meeting with the State grantees. He articulated ACFs interest in welfare reform as focusing on:

1. TANFs impact on low-income families, and

2. Supports (including health insurance) available to working families.

Mr. Monahan further noted wage progression as a key ingredients in recipients move from welfare to self-sufficiency. He identified the following issues as key to the implementation of welfare reform in rural areas:

Discussion with the States centered around the following issues:

Value of Systematic Research

Howard Rolston, Director, Office of Planning, Research and Evaluation, ACF, presented a session on the value of systematic research. He discussed the impetus for this project and its potential for informing other ACF efforts, including evaluations on welfare to work, teen parents, and job retention and advancement. The overall goal of ACFs research has been to identify which strategies are effective and for whom. In answering the question of how to achieve self sufficiency, ACF favors applying rigorous evaluation methods. Most welfare reform research has been done in medium and large cities, so there is very little information about rural settings. Although some knowledge may apply to rural areas, we simply dont know. This project aims to address this information deficit.

In providing direction to States, he urged grantees to:

Where Do We Go from Here? State Reports and Discussion

Ellen Marks provided a brief overview of some of the evaluation issues that will be addressed at the next meeting, including:

Ms. Marks provided an overview of the types of technical assistance that Macro can provide to States, subject to available resources.

The following ways for the grantees to keep in touch were discussed:

State teams met, discussed, and developed action plans for their next steps. Each State completed a document that summarized its action plan and presented the plan to the entire group.


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