Building Better Community Service Information

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    Building Better Community

    Service Information

    Chicago MidSouth Community Resource Directory Project

    December 2005

    Report and Prospectus

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    Introduction

    This report reviews the findings of our Chicago MidSouth Community Resource Directory Project and

    envisions how better community service information could be provided to Chicagos residents and

    to Americans in similar settings around the nation. Several strategies for pursuing this objective are

    summarized in the hope of stimulating interest, feedback, and new participation in moving this work

    ahead.

    Over the past three years, the MacArthur Foundation funded several University of Chicago projects

    that assessed the impact of Chicagos public housing transformation on the provision of social

    services. This project focused initially on compiling community resource and service information in

    order to make it available to relocating public housing residents, and their case managers, in the

    citys MidSouth area. The project has delivered rich listings of community services in hard copy and

    electronic media.

    In this Internet age, many Americans can access information on books, clothing, furniture, and other

    products on a personal computer in a matter of seconds. After comparison shopping, a consumer

    can make a choice, validate payment arrangements, select a shipping method, place the order, and

    receive a receipt. In many places, it is increasingly possible to use this same technology to secure

    restaurant, travel and hotel reservations, and even to schedule appointments at upscale, local hair

    cutting salons.

    What happens, though, when we want help from resources in our communities like social service

    centers, medical clinics, houses of worship, schools, and local associations? We discover that we

    are supported by a complex array of service systems in which relevant information is frequently

    incomplete, inaccurate, or outdated. Finding help whether in person, by telephone, or with

    a computer turns out to be

    complicated and time-consuming. Too

    often, we need help finding help.

    Building Better Community Service Information

    1

    Author

    Mark H. Neuffer

    A.M., School of Social Service Administration

    University of Chicago

    [email protected]

    [email protected]

    Acknowledgments

    The author wishes to thank the John D. and Catherine T. MacArthur

    Foundation, which funded this project. Work was conducted at the University

    of Chicago School of Social Service Administration and the Chapin Hall Center

    for Children over the period 2003-2005. Particular thanks are extended

    to Edward F. Lawlor and Mark E. Courtney for their generous support and

    to Jocelyn W. McClelland for her devoted and inspired effort in making the

    Chicago MidSouth Community Resource Directory a reality.

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    Design Objectives

    Figure 1 lists five project design objectives, of which the first two were paramount: to catalog all

    community service information relevant to relocating public housing residents, and to present it in a

    manner directly useful to them as service consumers. We also sought insight into the needs of other

    information users such as service providers, service system managers, government agencies, and

    researchers. Finally, while

    providing better information

    in the short term, we also

    sought to determine how

    better community serviceinformation could be built in

    the future.

    We grouped community

    resource information into

    three logical layers (Figure 1).

    The service provider tier at

    the top contains information

    describing institutional

    mission, organization,

    and operations. Program

    information in the middle tier

    offers general descriptive

    material about program

    offerings, objectives, and

    populations served. Our

    primary concern was with

    the service information in

    the bottom tier, because

    this is where the informations relevance is greatest to the consumer seeking help. Within this layer,

    the Service Offerings cluster details specific services, their locations, contact personnel, eligibility

    requirements, and days and hours of operation. This information is the most consumer-actionable

    that is, it equips the consumer with sufficient detail to make an informed choice of services and to

    contact suitable providers in the community.

    Building Better Community Service Information

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    1. Catalog all relevantcommunity services

    2. Take a service consumerperspective

    3. Consider the needs of otherinformation users

    4. Provide better serviceinformation now

    5. Identify ways of providingbetter service information inthe future

    Service Provider

    Mission

    Organization

    Operations

    Revenues & Expenses

    Design Objectives

    Programs

    Objectives

    Populations Served

    General Information

    Service Offerings

    Detailed Information

    Eligibility Criteria

    Service Sites & Contacts

    Days & Hours Open

    Service Access

    Service Availability

    Client Choice

    Service Referral

    Documentation

    Service Delivery

    Service Detail

    Client Detail

    Practitioner Detail

    Service Provider Detail

    Consumer

    Actionability

    Lower

    Higher

    Provider

    Information

    Program

    Information

    Service

    Information

    Figure 1: MidSouth Community Resource Directory

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    As the service process unfolds, interaction between the consumer and service provider personnel,

    culminating in a referral, generates the information in the Service Access cluster in the diagram. Theparticulars of the service transaction, shown in the Service Delivery box, are then documented. Both

    of these information clusters are outside the immediate scope of developing a service directory, but it

    was essential to visualize the entire process as we prepared to develop a portion of it in robust detail.

    Developing the Directory

    As the project was launched, we surveyed the published and computerized information that could

    serve as the Resource Directorys foundation. After it became apparent that no single source was

    adequate, a combination of multiple sources was then considered. We found that information about

    providers and services in Chicagos multi-system network is housed in the various state, county, city,

    and community institutions that provide,

    fund, or regulate the services. As a

    result, information is widely dispersed,

    and there is no blueprint to assemble

    it. It was also discovered that the

    caches of information throughout this

    constellation are frequently deficientin quality and out of date. Even if such

    material could be integrated, it would

    be unreliable.

    As noted in Table 1, we responded to

    this challenge by collecting provider-

    level information from the Internet

    Yellow Pages (IYP). Because IYP data

    is generated from business telephonelistings, and because almost all

    businesses have telephones, the IYP

    data enabled us to take a community-

    wide snapshot of providers across all

    the service systems. The picture also

    Building Better Community Service Information

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    Table 1:Developing the MidSouth Community Resource Directory

    Challenges Responses

    Provider-level

    information widely

    fragmented and out of

    date

    Organizations reluctant

    to share program and

    service information

    Consumer-actionable

    service information

    generally not available

    No standard framework

    to define organizations,

    services, and

    populations

    Variable, and generally

    low, use of information

    technology

    Use Internet Yellow Pages to snapshot

    provider information across the

    community

    Team up with recognized community

    organizations

    Make extensive provider contact at

    community functions and in smaller

    meetings

    Document projects information needs

    simply, explicitly, and widely

    Make intensive, ongoing contact with

    service provider personnel to gather and

    validate information

    Use nationally-recognized* AIRS/

    InfoLine Taxonomy of Human Services

    to categorize providers, services and

    populations

    Use manual and computerized vehicles

    for collecting, processing, and publishing

    information

    *The AIRS taxonomy is used by 211 telephone referral services across the United States.

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    included organizations like churches and associations that function outside the boundaries of such

    systems. When we applied appropriate quality controls, the IYP information provided a foundation ofcomparatively current provider addresses, telephones, fax numbers, e-mail addresses, and web sites.

    The next step was adding more detailed information to this foundation. An entre to the community

    was provided by several local organizations that sponsored forums where we explained the purpose

    and value of our work. Extensive contact was then needed to motivate service providers to transform

    general program-level information to the finer level of detail required for it to be useful to service

    consumers. The project team distributed clear and simple documentation on how this could most

    efficiently be undertaken, and maintained ongoing contact with provider personnel until the necessary

    data was gathered and validated.The difficulty of this process was steeply increased by the lack of generally-accepted standards in

    Chicago for defining the diverse types of provider organizations, services, and populations. Without

    clear, consistent, and specific definitions of terms like homeless services, youth development (or

    even youth) the practical use of the service directory would be very limited. Accordingly, we adopted

    the AIRS/InfoLine Taxonomy of Human Services that is now widely used by Information and Referral

    organizations and 211 telephone referral services across the United States.

    Service providers varied widely in the extent and sophistication of their use of information technology,

    with a significant fraction lagging well behind the computing, networking, and Internet standardsof commercial and government sector organizations. Accordingly, we used every medium at

    our disposal, including direct contact, US mail, telephone, fax, electronic mail, and electronic

    forms, to communicate and exchange information with the service providers. The breadth of the

    communications spectrum suggested that the Resource Directory, once compiled, would have to be

    published in a variety of media ranging from hard copy to the Internet; no single medium would suffice.

    Building Better Community Service Information

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    Project Findings

    As project data was compiled (Table 2) the

    scope and diversity of MidSouth service

    providers became apparent. Indeed,

    harvesting information from the Internet Yellow

    Pages had revealed a greater number and

    variety of potential resources than sources

    within the traditional service constellations.

    As we filled the project database with

    service data, the picture became even more

    interesting. The MidSouth service environment, we found, is characterized by diversity: many providers

    supply different kinds of services to various types of consumers. If the Resource Directory proposed

    to depict community services accurately, data collection would have to be extensive. Any approach

    focusing on particular provider types, services, or populations would not reveal the full span and

    depth of community resources.

    The service picture was so diverse

    that assumptions about what kinds

    of services would be offered by

    a particular provider type were

    abandoned in favor of on-the-ground

    investigation.

    Figure 2 highlights this diversity.

    Eight different provider types on the

    left of the diagram offer a total of 35

    after-school programs. Conversely,

    a single organizational type in this

    example, religious organizations

    offers ten different kinds of services

    in addition to the mainstream offering

    of worship services.

    Building Better Community Service Information

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    Table 2: Snapshot of MidSouth Service Providers

    Type No. Pct. Type No. Pct.

    Religious 245 17.6% Government Offices 136 9.8%

    Health Services 242 17.4% Arts and Cultural 78 5.6%

    Education 207 14.9% Parks & Recreation 48 3.5%

    Associations/CBOs 205 14.8% Child Care 32 2.3%

    Social Services 171 12.3% Employment 25 1.8%

    Figure 2

    Many MidSouth Service Providers Offer Diverse Services

    Many Service Provider TypesOffer 35 After School Programs

    Religious OrganizationsProvide Many Types of Services

    Social Services

    Educational

    Family and Children

    Community Services

    Recreation and Sports

    Arts and Culture

    Health Care

    Mental Health

    Employment

    Housing and Utilities

    Social Services

    Child Care

    Education

    Parks

    Arts and Culture

    Community

    Organizations

    Recreation and Sports

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    Project Reflections

    Canvassing the community for service data produced surprises as well. One church had housed a

    charter school for several years, but with its tenant now departed for permanent quarters, the church

    had extensive facilities available for instruction and recreation. Another organization with frequent free

    access to events like airplane rides and flight lessons realized that these could be more widely enjoyed

    by the community if given a higher profile. A national advocacy organization with state headquarters in

    the Chicago Loop provides financial counseling services at a landmark MidSouth bank an inexpensive

    and important benefit of which many area

    residents were unaware. As data gathering

    proceeded, the boundaries of the wordservice continued to expand, and this was as

    much a revelation to the providers as it was to

    the project team.

    As we reflected on the project (Table 3) we

    were grateful to have produced good-quality

    community resource information of a caliber not

    previously enjoyed. The Internet Yellow Pages data provided an excellent snapshot of both commercial

    and noncommercial community resources. We were confident that the Resource Directory, by providing

    detailed service information for specific sites, would be highly actionable by consumers and case manag-

    ers in the near future. It was hoped that wider audiences, such as planners in city and state agencies,

    would realize that only service-level data provides a fully-detailed picture of a communitys assets.

    Our experience also produced several sobering insights. It took much longer to deliver the first service

    listing (about 12 months) than originally planned, and the associated effort was much greater. After an

    initial mailing of over 1,200 pieces, extensive outreach was conducted in conjunction with our partner

    organizations in the community. Hundreds of telephone calls, fax transmissions, and e-mails were

    exchanged in three successive waves over fifteen months. With the systems we developed, the same

    process could be conducted far more efficiently and quickly today. However, it would still be a labor

    intensive effort.

    More significantly, only 20 percent of the providers we targeted and mailed had actually participated in

    the survey. Despite the effort and time expended, many of the communitys assets had not been brought

    into the sharp focus we believe to be essential. Finally, the project was a one-time event, and when it was

    concluded there was no mechanism for it to take on a life of its own and become self-sustaining.

    Building Better Community Service Information

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    Table 3: Our Experience at a Glance

    Positives Negatives

    Pioneered technique for fastscanning of community resources

    Identified exact locations of

    services in the community

    Supported information needs of

    consumers, case managers

    Identified needs of wider audiences

    Required long development time

    Demanded intensive involvement

    of participants

    Provided service information

    for only 20% of prospective

    providers

    One-time effort

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    Current Chicago Initiatives

    Over the course of the project we encountered many other organizations engaged in some aspect

    of cataloging, mapping, or surveying community resources and services (Table 4). At first glance,

    the differences between the projects seem to overshadow the similarities. Varied geographies are

    under study, ranging from single communities to multiple cities in several states. The investigations

    vary in scope from specific clusters of organizations and services to all-inclusive surveys such as our

    projects. The audiences served by the different initiatives included service consumers, community

    planners, social workers supporting a hospitals emergency room patients, government analysts, and

    community school students and their parents.

    The differences are nowhere more apparent than in the use

    of technology. Some projects are using pencil and paper

    surveys; others, hand-held data collection devices; still

    others, databases and geographic information systems.The

    projects are being pursued independently, so no provision

    has been made for the systematic sharing of knowledge,

    experience, or data.

    In the broader picture, the similarities between the projects

    ultimately are more telling. The importance of collectingservice-level as well as provider- and program-level data has

    been acknowledged. All projects are seeking ways to more

    completely involve provider organizations and to secure

    information of better quality. We have also heard a desire

    voiced to have projects extend beyond one-time efforts

    to an ongoing process that continuously generates good-

    quality information. In short, many people are addressing

    the right issues and asking the right questions. There is

    great promise in this fact.

    Building Better Community Service Information

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    Points of Comparison

    Differences

    Information Technologies

    Geographic Scope

    Scope of Providers

    Scope of Services

    Target Audience/Users

    Similarities

    Addressing the Right Issues:

    Better Data Gathering

    Service Focus

    Better Provider Participation

    Improved Information Quality

    Sustainable Information

    Community Organizations

    Quad Communities Development Corporation

    Educational Institutions

    Brown University (project in Chicago)

    Donohue Elementary School

    Northwestern University

    University of Chicago (multiple departments)

    University of Illinois at Chicago

    Government Agencies

    Chicago Department of Human Services

    Chicago Housing Authority

    Chicago Public Schools

    Illinois Department of Child and Family Services

    Hospitals

    University of Chicago Hospital--Family Medicine

    University of Chicago Hospital--Emergency Room

    Not-for-Profit Organizations

    Community Resource Network

    One Economy Corporation (multiple projects)

    Research Centers and Planning Organizations

    Chapin Hall Center for Children (multiple projects)

    Metro Chicago Information Center (MCIC)

    Northeastern Illinois Planning Commission (NIPC)

    Table 4:Other Resource-Related Initiatives in Chicago

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    Four Critical Success Factors

    What would be required for high-quality service information to become a reality in Chicago? It is

    tempting to imagine that information technology is the silver bullet solution for many of the problems

    our project identified. And it is indeed true that information technology has not been used with notable

    effectiveness to communicate about Chicagos resources and services. Wouldnt a major technology

    ramp-up be the answer?

    We think that technology

    alone is notthe answer. As

    earlier suggested, the core

    challenge lies in the complexity

    of systems and providers that

    serve the citys residents. Up

    to this point, most existing

    information delivery methods

    have only mirrored this

    complexity. In consequence,

    information is scattered across

    the service constellations

    and is expressed without the

    benefit of common definitions

    to describe providers,

    services, and recipient

    populations.

    A successful information

    system must cut a laser-

    straight line across complex

    systems and deliver its

    message swiftly and simply to

    the consumer. To accomplish

    this, we believe, four critical

    success factors must be

    satisfied (Table 5).

    Building Better Community Service Information

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    Quality

    The sum of all characteristics of

    content that make the information

    usable

    Accuracy

    Completeness

    Currency

    Level of Detail

    Exchangeability

    The capacity to exchange

    information with full support of

    quality standards

    Documented standards for identifying organization,

    service, and population types

    Inter-standard connectivity

    Technology

    Information technology for storing,

    processing, and exchanging

    information with full support

    of quality and exchangeability

    standards

    Documented standards for defining and exchanging data

    Adheres to any technical conventions for information

    processing negotiated by system participants

    Sustainability

    A steady state in which the

    ongoing renewal of exchangeable,

    good-quality information is assured

    by the action of Business Drivers

    Business Drivers

    Bear compellingly on providers financial, professional, or

    operations standing and effectiveness

    Require the creation and maintenance of high-quality

    information

    Require adherence to standards that are required for

    exchanging information with external organizations

    Foster innovation in the use of information technologies

    that support primary system objectives; discourages

    unwarranted, low-return experimentation

    Reward good participation and penalize poor

    performance in the service system

    Examples of Business Drivers

    Business Driver Stakes Factor..Level of Support

    Federal Income Tax

    Reporting

    (Form 990)

    Tax-exempt status

    Penalties for late submission,

    errors, and omissions

    Quality ....................Strong

    Exchangeability .......Strong

    Technology ... .......... Strong

    Service Payment

    (Invoices, transaction

    records)

    Revenue Quality ....................Strong

    Exchangeability .......Moderate - Strong

    Technology ... .......... Moderate

    Exchangeability

    Sustainability

    Quality Technology

    Table 5: Four Critical Success Factors of a Service Information System

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    The factor of qualityinvolves every aspect of the informations suitability for use. This may seem

    self-evident, but we have encountered no resource information system that meets the four structuralcriteria of accuracy, completeness, currency, and level of detail. These criteria are common-sense

    conventions that should be dictated by the nature and use of the information. For example, program-

    level revenue data would be considered current by an outside observer if it reflected the most recent

    and available provider submission of the federal Form 990 return. By contrast, service site data must

    track the more frequent and unscheduled programmatic changes that occur throughout the year to be

    considered current by service consumers.

    The second factor of exchangeabilityis premised on the possibility of exchanging information between

    different providers and systems despite variations of definition and language. The expectation isnot that everybody will settle on a single taxonomy but, rather, that they will adhere to at least one

    of several possible conventions for describing the actors, actions, and recipients of the service

    process. If providers meet this requirement, the service system software can provide inter-standard

    connectivity: that is, it can translate between different definitional standards. This will make cross-

    system information sharing and comparisons possible, and it ensures the consistency of information

    provided to the service consumer.

    The technologyfactor does not endorse any specific configuration of hardware or software. Rather,

    technical components should be selected on the basis of how effectively they support the quality

    and exchangeability standards, on the cost/benefit of technology investment, and on any accepted

    performance standards.

    Sustainabilityis a steady state in which the ongoing renewal of exchangeable, good-quality

    information is assured. Our project found that voluntary participation by service providers is not

    rigorous and complete enough to sustain good information. We think that a successful service

    information system must incorporate business drivers that provide compelling financial, professional,

    and operational incentives for organizations to produce sustainable information.

    Table 5 provides two examples of business drivers. Annual submission of the Form 990 is a verypowerful quality driver because significant penalties attach to errors and omissions. Organizations

    seek to follow standards of content and language rigorously in order to ensure the most beneficial

    result of the information exchange. The use of suitable information technology is being driven by

    the requirement that the not-for-profit sector phase in electronic filing. Service payment is a second

    example of a business driver. Organizations that produce accurate service transaction data in formats

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    required by their funders are better positioned to be paid correctly and in a timely manner, and are

    more prepared to substantiate their claims in the event of a dispute. Note that the drivers do notguarantee good information, but they provide a high degree of leverage. They are also specific: the

    drivers that produce good financial information do not generate high-quality service information.

    If Chicago is to have good service information, the business drivers that foster it will have to be

    identified and incorporated in service business models. It will take imagination to construct a system

    of incentives for many types of service providers. Even more creativity will be required to induce

    service consumers to participate thoughtfully in detailed customer feedback surveys. It will be still

    more challenging to make participation attractive to, and mission-compatible with, organizations like

    churches and fraternal associations that are generally considered to be outside of mainstream servicesystems. However, these challenges will have to be successfully met if good community service

    information is to be made available and sustained.

    Moving Forward

    Table 6 displays three general frameworks for meeting the challenges and opportunities raised in

    this discussion. While focusing on different areas of the service domain, all three are designed to

    demonstrate ways of sustaining better service information and to set the stage for subsequent projects.

    This strategy recognizes that there will be no single answer to all information needs, and that progress

    will be evolutionary through multiple phases.

    The first framework (Chicago Service Information Collaborative) focuses on the City of Chicago and its

    residents as its primary customers. Its principal intention is to coordinate the activity of Chicagos

    multiple resource initiatives in order to produce a combined positive effect that is greater than the sum

    of its parts. A collaborative effort would enable participants to share data, methods, and technology

    know-how, thereby reducing redundancy and maximizing the use of each projects funding.

    Ideally, the City of Chicago would assume a central role in fostering and funding the development of a

    centralized service information system staffed by Information and Referral specialists. This system would

    be a crucial collection and distribution point for service information, but it would coexist and exchange

    information with other systems operated at county, state, and federal levels.

    Framework 2, the Public Agency Information Center, takes a large public agency, its delegate agencies,

    and its service consumers as the customers. This approach would demonstrate how a service

    information center could be built around one institutional service hub as a starting point. A rigorous

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    analysis would ensure that

    the agency identified itsinformation needs in detail,

    for both immediate and

    longer-term applications.

    The analysis would include

    plans not only for service

    information, but for other

    information, such as

    utilization. In conjunction

    with this, the agency would

    develop and test a business

    model equipped with the

    necessary business drivers

    to foster ongoing production

    of sustainable, good-quality

    information by key project

    participants. The project

    would be geared to producean operational system and

    also a model that could be

    further developed by other

    agencies with like interests

    and needs.

    A defined Chicago community

    or a targeted set of wards

    would be the customer ofFramework 3, the Community

    Resource Tool Kit. This

    project would initially focus

    on refining the tools and

    technologies of the MidSouth

    Resource Directory and

    Building Better Community Service Information

    11

    Framework 1

    Chicago ServiceInformation Collaborative

    Framework 2

    Public AgencyService Information Center

    Framework 3

    Community Resource

    Tool Kit

    Preliminary Analysisand Planning

    PropagationTo Other Systems and

    Organizations

    CityF

    ocus

    CommunityFocus

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    packaging them as a turnkey system that could be easily used by non-technical personnel. Once the

    Tool Kit was developed, it would be installed in one or more appropriate community-based organizations.

    The Tool Kit would be provided with a database already populated by appropriate Internet Yellow Pages

    data so that community resource surveying could commence immediately. It would include applications

    to assist personnel in coding organizations, services, and populations, using widely-used coding

    schemes such as SIC, NAICS, and AIRS/InfoLine. User-friendly software applications would be provided

    for data entry, inquiries, and reporting. Data would be exchangeable with a simple mapping program

    included with the Tool Kit. As with the other project frameworks, the assumption is that this model and

    the improvements upon it would be made available for other organizations embarking on similar work.

    Concluding Thoughts

    People will be arguing about

    Hurricane Katrina for years, perhaps

    for decades. For many observers,

    the catastrophes that racked the

    Gulf Coast are allegories of failure,

    whether of command and control

    structure, of individual leadership,

    of urban and environmental planning

    the list will continue to grow as

    time passes.

    We think that Katrina demonstrated

    the fragility of a complicated

    service infrastructure overtaxed

    by extraordinary events. Contributing to this vulnerability was the daunting complexity of federal, state,

    county, and local systems. In the end, it appears, they did not mobilize, communicate, or coordinate

    with the effectiveness demanded by a disaster of this magnitude.

    Louisianas 211 telephone referral services offered a bright contrast to this. Developed by the United

    Way, and now operating in more than 30 states, 211 services are consumer-focused, community-based

    information and referral centers that draw on community service databases. During the early phases of

    Katrina, one 211 center with telephone lines still operational served as a vital, statewide resource and

    played an important role in connecting residents with essential services.

    Building Better Community Service Information

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    Satellite photograph courtesy of the National Oceanic & Atmospheric Administration- Environmental Visualization Program

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    There are important lessons in Louisianas 211 experience. In extraordinary circumstances,

    consumers urgently need information that can be delivered instantly. Novel developments in thiscase, with explosive speed and scale create tremendous demand for services and for information

    about accessing them. Service information systems, supported by well-designed databases,

    communications capability, and staff, can meet unexpected and vastly increased requirements for the

    entry, retrieval, and exchange of new information.

    Americas cities and towns have much to learn from this, but not simply about being prepared for

    natural or man-made disasters. Chicagos ten-year public housing transformation was certainly not

    a dislocation on Katrinas scale, but it did affect and continues to affect thousands of the citys

    families. Could Chicago have been better prepared had it possessed accurate, up-to-date, andcomprehensive information on services available to communities affected by the transformation? How

    much better prepared could any Chicago family be today when suddenly confronted with a health

    crisis, the loss of a job, or the shuttering of a valued neighborhood resource?

    Many people in Chicago are asking the right kinds of questions questions like these and we think

    that the present affords a rare opportunity to answer them.

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