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Voluntary Sector Initiative: Settlement Project

National Initiatives



National Settlement Service and Standards Framework

Section 1
The Settlement Service Sector

Before discussing standards, we should clarify what we mean by the terms “settlement service sector,” “settlement services” and “settlement” itself. We should also look at the values and principles that underpin our work.

Values and Guiding Principles of the Settlement Service Sector

It has been stressed in the settlement sector that values and guiding principles are critical in the formulation of national standards for settlement services. Notably, these values and principles have been outlined by Canadian Council for Refugees (2000) as well as OCASI/COSTI (1999), and may be summarized as follows:

  • Client-centred: In the design and provision of services, the unique background of individual clients—including ethnicity, sex, language, migration experience, and specific needs*are taken into consideration, within the mandate and resources of the agency.
  • Empowering: Services foster the independence of clients in the new environment by facilitating and supporting their learning and decision-making through provision of information, and by recognizing and mobilizing their internal resources, experiences and skills.
  • Holistic: Services are provided in a manner that simultaneously recognizes the multi-dimensionality of client needs - physical, social, psychological, spiritual, political and other - and aspirations to avoid compartmentalization of those needs. In addition, services include community development and promoting positive changes at the societal level to create a more welcoming environment for clients.
  • Accessible: Culturally appropriate services are available in a safe environment to all individuals who meet the service provider’s eligibility criteria, and are provided in the client’s language where necessary and feasible; service locations are accessible geographically, and wheelchair-accessible whenever possible.
  • Equitable and Respectful: Services are provided in a manner that respects the rights and dignity of clients, and without any form of discrimination based on a client’s background.
  • Accountable: Information is gathered on an ongoing basis so that it is accurate and current; programs and services are monitored and evaluated regularly to improve effectiveness and efficiency; accountability is also ensured by having an appropriate and transparent governance body and practices, appropriate infrastructure, responsible management, and openness to scrutiny by membership and funders.

What is the Settlement Service Sector?

The settlement service sector is a sub-sector of the social service sector. The primary providers of settlement services in Canada are community-based, not-for-profit organizations, which are designed to provide a variety of specialized services to immigrants and refugees. Independent immigrant service agencies, agencies with mandates that go beyond immigrant services, and some broader public sector institutions, such as school boards and health authorities, may help settlement service agencies provide immigrant services. Community-based agencies are also distinctive in their efforts around emerging immigrant-related issues and community development, thereby playing an active and ongoing role in strengthening civil society.

The majority of immigrant-service agencies evolved from community-based volunteer groups formed in response to the perceived needs of immigrants and refugees. A voluntary board of directors typically directs a settlement service agency, with operations and services carried out by paid staff often supported by volunteers. Community-based settlement service agencies are not-for-profit organizations, and the majority are also registered charities. They are unique in providing services that are culturally sensitive, linguistically accessible and non-intimidating to immigrants and refugees. They are also flexible and responsive to client needs and are involved in sector collaboration to improve the larger environment for their clientele.

The programs and operations of settlement service agencies have become increasingly sophisticated over the past few decades as these organizations have accumulated experience and expertise. They have worked within shifting social and fiscal environments and adapted to meet the changing needs of newcomers. Settlement service agencies can now provide a wide range of services to immigrants and refugees from various backgrounds and countries of origin.

In addition, they have organized provincially, regionally, and nationally to more effectively influence policies, conduct professional development, and offer services.

The role of language and occupation-specific training in the sector

Language training and occupation-specific training are widely accepted as integral parts of the settlement service continuum. When the teaching materials of language trainers include orientation information, these trainers become providers of settlement information. “Occupation-specific training” means training that is specific to a particular occupation, such as nursing or engineering, which provides occupation-related vocabulary and orientation to the occupation in Canada. This type of training also contributes to the settlement of immigrants and refugees, especially as some programs include placement with employers, which often leads to employment.

However, further discussion with language instructors is needed, as there are both broad and narrow definitions for language training as it relates to settlement services. Language instructors have a specialized function and their own national professional association and benchmarks. However, while some work in educational institutions, others work in settlement organizations.

It may be appropriate for language instructors to affiliate with both the education and settlement sectors, since their effectiveness depends on both their educational credentials and their sensitivity to immigrant students.


Settlement is a process that a new immigrant or refugee goes through upon arrival in a new country. It may be divided into short-term (initial orientation), intermediate-term (adaptation), and long-term (integration) stages. The ultimate goal of settlement is for an immigrant to be able to participate fully in, benefit equitably from, and contribute to the economic, social, cultural and political aspects of Canadian life.


The settlement process has been divided into three general phases: adjustment, adaptation, and integration (Lam 1997, Gilroy 2000). Another factor that is important in evaluating the success of a settlement process is the subjective psychological state of immigrants regarding their quality of life during these three phases. Therefore these phases have been generalized as follows:

  • Initial orientation and adjustment: In this phase, immigrants acclimatize to and familiarize themselves with the new environment; including the climate, cultural norms, language, systems, and rights and responsibilities so that they can meet immediate and basic necessities of living. This is usually accomplished with the assistance of service providers. During this phase, immigrants feel that life is in a state of flux, and most of their energy is focused on knowledge acquisition and interpretation of Canadian systems and society.
  • Adaptation: In this phase, immigrants gain more in-depth and specific knowledge about the new environment, reassess personal goals, develop social networks, and become more independent. They usually do this with a minimum amount of help from service providers. From an immigrant’s perspective, life is reasonably stable during this phase but still in transition as it moves toward the ultimate goal. The client’s energy is spent mostly on improving the overall level of functioning in the Canadian context.
  • Integration: In this phase, immigrants attain a stable means of livelihood and a sense of connectedness to Canada; they function independently and confidently, and participate actively as contributing members of Canadian society. This occurs when immigrants become reasonably satisfied with their life and status after adjusting to Canadian reality.

Settlement is a long-term and multi-faceted process whose ultimate goal is full integration. While settlement service agencies strive to assist newcomers movement toward that goal, agencies understand that individual circumstances and the external environment may cause newcomers to accomplish it with varying degrees of success.

Just as Canadian-born residents participate in, benefit from, and contribute to different dimensions of Canadian life, the sphere and pace of integration will also differ for newcomers. While readiness plays a part in the long-term integration of newcomers, along with the initial settlement service, societal and institutional factors also help determine the extent and speed of integration. Neither the newcomers nor the service agencies can control these factors. The understanding and acknowledgement of this fundamental limitation has clear implications for the realistic accountability of settlement service agencies, and for the outcomes they should be responsible for bringing about.

While 90 percent of the 69 respondents to the questionnaire agreed with the proposed definition of settlement, agencies kept coming back to the contention that it is neither realistic nor practical to reduce a complex human process into a discrete and universal time frame. Service providers believe that the ups and downs of life*the advances and regressions that people experience*make settlement a dynamic and complex process that is not necessarily linear. Settlement is not a one-way process where the immigrant struggles in a vacuum; it is a two-way process, where societal understanding, acceptance, and responses have a significant impact on the success and the rate of settlement. Furthermore, immigrants do not all progress at the same pace or move from one stage to the next automatically.

Definition of Settlement Services

Settlement services are specialized interventions or activities designed to achieve the goals of immigrant and refugee settlement through orientation, adaptation and integration.

A distinction can be made between service types, or modalities, and service areas. The main service types are initial assessment, orientation information, enhanced information, referral, access to services and advocacy, counselling support and crisis intervention, case management, and community development. The chart below briefly describes the Service Types and Areas. (Mercer, 2002)

Service Type and Description

1) Initial Assessment

  • Providing an initial client assessment to determine client needs & appropriate services.
  • Facilitating the planning process with clients to develop an initial plan and implementation strategies for settlement.

2) Orientation Information

  • Providing clients with introductory and/or basic information on norms, services, and systems in a variety of service areas, including agency services & role.

3) Enhanced Information

  • Providing clients with detailed information and/or guidance to help them navigate through processes in a variety of service areas.

4) Referral

  • Researching information.
  • Referring clients to relevant services and/or resources within the agency or broader community according to their identified need(s).

5) Service Access & Advocacy

  • Helping clients access services and community resources:
    • Cross-cultural Orientation & Mediation
    • Interpretation
    • Translation
    • Making appointments
    • Clarifying information
    • Filling out forms
    • Writing letters
  • Providing orientation to community service providers on the needs of client groups; working with them & others to service gaps and remove barriers in accessibility and eligibility for individual clients. i) Household management & safety: nutrition, budgeting, identifying low-cost resources, consumer and other life skills.

Services areas for service types 1 through 5

a) Accommodation: securing an appropriate residence, understanding tenant or homeowner rights & responsibilities.

b) Banking, financial services & taxation systems.

c) Civic participation & citizenship: understanding government structures & election processes, rights and responsibilities of citizenship, becoming a citizen.

d) Community participation: locating and accessing recreational, socio-cultural & religious services.

e) Education & training: locating and enrolling children and/or adults in public/private education; various adult language, post-secondary education & specialized training programs.

f) Employment: obtaining SIN, job search, career exploration, resume writing, credential evaluation & recognition, employment standards, self-employment, starting a business, work permits for refugee claimants, workplace adjustment.

g) Socio-cultural & family adjustment: social norms, cultural gaps, settlement process, parenting, intergenerational issues, gender issues, daycare services, and introduction to family support services.

h) Health & well-being: medical services & insurance, mental health, trauma support, winter preparedness, etc.

j) Immigration & family reunification: maintaining or changing existing immigration status; refugee determination; sponsorship; family reunification; applying for student, visitor & employment visas.

k) Legal rights & responsibilities: understanding laws pertaining to marriage, child welfare, property, rental, criminality, discrimination, human rights, police & judicial systems; introduction to legal services.

l) Social benefits: understanding and accessing various benefits such as “Child Tax Credit”, CPP, OAS, E.I. and other employment related benefits.

m) Transportation & Travel: using public transit systems, obtaining a driver’s license & insurance, securing travel documents, such as a passport.

Service Type & Description

6) Counselling Support & Crisis Intervention

  • Providing para-professional counselling support to deal with various stresses resulting from migration.

7) Case Management

  • Participating in case management and conferring with other service providers.

Service Area & Illustrative Activities

a) Culture shock and cross-cultural issues

b) Family disputes & violence

c) Parenting & child welfare issues

d) Issues of racism

e) Workplace issues

f) Mental health

Service Type & Description

8) Community Development

  • Fostering or increasing the capacity of the larger community to meet client needs.
  • Providing support through the creation of resources and the provision of expertise necessary to support service delivery.

Service Area & Illustrative Activities

a) Client community leadership development, development of new community networks, and mutual support groups.

b) Interagency networking & collaboration, professional development, consultation with community and governments to enhance the development of the settlement sector.

c) Host community: public education and cross-cultural sensitization.

Ninety-four percent of the respondents to the questionnaire support the above descriptions of service types, and 93 percent agree with the descriptions of service areas. This indicates that these are typical situations in the vast majority of agencies.

Not all settlement agencies are expected to provide all of the listed service types. As a result of client needs in some locations, or the availability of resources in an agency or in the community, some agencies may provide only a few services or specialize in some areas.

The descriptions of service types do not include services like language and employment programs, Host and volunteer programs, or family counselling support programs.

While this discussion document focuses on individual agencies and programs, it is important not to lose sight of the larger picture. Working Group IV has also recommended the coordination of an overall strategy in service development at the policy and funding levels. While some programs may be delivered only by governments, there must be coordination in order to prevent compartmentalization of services. Furthermore, at the service delivery level, agencies may opt for an integrated model in which staff from various programs and services work jointly as a service delivery team to uphold standards and enhance agency cohesiveness.

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