Turning the Tide Tirer Parti de la Vague Grise Harnessing the Grey Wave. February 27, 2016 Justine Wadhawan, Liam Stormonth & Zoe Soper

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Turning the Tide Tirer Parti de la Vague Grise Harnessing the Grey Wave February 27, 2016 Justine Wadhawan, Liam Stormonth & Zoe Soper

Overview 2 Context and Policy Issues Objectives Recommendation and Alternatives Implementation Strategy

Stark Realities 3 Estimate of Annual Total Government Health Expenditure Per Capita, By Age, Canada, 2012 Projected Provincial Expenditures on Health and Pensions as a Percentage of GDP Source: Canadian Institute for Health Information, 2015 Source: Conference Board of Canada, 2010

Growing Concerns 4 By 2035, one in four Canadians will be over the age of 65 As the population ages, critical challenges emerge: Healthcare expenditures will double over the next 20 years Rapid increase in demand for services will further strain healthcare systems Significant revenue losses from shrinking working age population Provision of high-quality government services will be compromised Pension plans and other entitlements will be unsustainable Reduced rates of economic growth Annual national GDP growth predicted to drop from 2% to 1.5%, with Ontario and Québec to experience growth rates below the national average Deteriorating quality of life Rate of seniors living in poverty tripled from 1995 to 2012, trend is likely to continue

Key Government Action So Far 5 Federal Ontario Québec Canada Pension Plan (CPP) Old Age Security (OAS) Guaranteed Income Supplement (GIS) Ontario Retirement Pension Plan (ORPP) Aging at Home Strategy Tax and financial aid programs Québec Pension Plan (QPP) Aging and Living Together Strategy Tax credits for home support

Policy Issue and Necessary Response 6 Policy Development Silos Single Issue Focus Short-Term Priorities Current process limited in its ability to address interrelated nature of issues, compromising the sustainability of services and programs Ontario and Québec can leverage momentum to transform approach to aging population Creating a sustainable system requires collaboration across sectors Long-term strategies should capitalize on opportunities associated with retirement of Baby Boomers Fractured Policy Responses

Objectives 7 Transformative Process will be designed to introduce change in a meaningful and impactful way Action-Oriented Outcomes will focus on concrete actions or activities that deliver results Proactive Leadership Processes will build on spirit of Ontario-Québec leadership to employ a forward-thinking and innovative approach to reduce policy gaps Sustainable Policies will be funded and implemented in a financially sustainable manner

Recommendation: Coalition of the Willing 8 Québec and Ontario Premiers meet to establish goals, leveraging existing forums, recruit coalition of the willing Coalition establishes a commission to lead multisector engagement, pilot projects and develop report Report tabled with recommendations for all sectors, commission oversees implementation Ontario and Québec provide leadership for establishment of coalition Premiers will lead recruitment efforts with a strong focus on securing Federal participation Once membership is established, commission created to undertake public engagement process Commission will retain professional engagement services to ensure efficient and effective process Commission facilitates engagement and deliberation, provides periodic updates to Premiers Through this process, responsibility for policy implementation is shared by all orders of government, private sector service providers, non-profit organizations and citizens

Commission-Led Engagement Model 9 Phase 1 Public Dialogue Input is sought from diverse groups including citizen groups, private sector and non-profit organizations Submissions collected through events, electronically, and through involvement of key innovation hubs Phase 2 Deliberation Roundtables with multi-sector representation deliberate on Phase 1 submissions Emphasis placed on creative solutions, unique partnerships Participants are provided with all key background research for informed decision-making Phase 3 First Ministers Forum Commission tables report produced from deliberation to coalition First Ministers provide input, finalize recommendations Final report released with actionable recommendations for all sectors

Recommendation Considerations 10 Deliberative engagement is transformative Horizontal policy development will fundamentally alter the policies implemented Process is action-oriented Engagement will have concrete timelines, recommendations tabled within a year Commission will be funded to pilot projects to encourage broader adoption Québec and Ontario will provide leadership Through the establishment of the coalition and through engagement Broad multi-sector engagement maximizes sustainability Collaboration will better utilize pre-existing resources dedicated to service provision Upfront cost of estimated $50 million over 4 years Funds for engagement over first year, ongoing reporting, and pilot projects Stakeholder reaction likely to be positive due to high-quality, responsive engagement

Seniors at the Table 11 Ontario and Québec will jointly sponsor the Our Golden Years Report Hearings will be jointly organized between the Ontario Seniors Secretariat and Québec Ministry of Families, Seniors and the Status of Women and held at both provincial legislatures Hearings will provide the opportunity for seniors to voice their lived experience, identify gaps, and make recommendations for change Production of the report to be undertaken by seniors with oversight from provincial bodies Hearings and report used to transform perception of seniors, enhancing their voice in policy Action to be concurrent with commission engagement to provide opportunity to increase momentum for policy change

Alternative Options Considered 12 Alternative 1: Consensus Approach Alternative 2: Bilateral Initiative

Alternative 1: Consensus Approach 13 Québec and Ontario Premiers request First Ministers Meeting on Aging Consensus informs goals and Framework on Aging First Ministers adopt and implement National Aging Strategy Québec and Ontario co-chair First Ministers Meeting with Federal Government Renegotiation of Health Accord in 2017 will be informed by Framework Premiers implement National Aging Strategy in partnership with Federal Government Stakeholder reaction likely to be primarily positive Ability for Québec and Ontario to lead discussion may be mitigated Cooperation among provinces will be necessary to achieve consensus, transformation could be piecemeal

Alternative 2: Bilateral Initiative 14 Joint Cabinet establishes Memorandum of Understanding and Steering Committee on Aging Harnessing the Grey Wave Summit to showcase creative policy options Long-term Aging Action Plans put in place in both provinces Memorandum of Understanding to focus on key issues, such as: Pensions, labour mobility, healthcare and housing Creative engagement in the form of a Harnessing the Grey Wave Summit policy hack-a-thon Québec and Ontario to announce respective Aging Action Plans Many stakeholders unlikely to be satisfied with anything less than national strategy Transformative policy difficult to finance without federal government money

Implementation Timeline - Recommendation 15 Short Term [ 6-12 months ] Québec and Ontario meet to develop goals and objectives Identification of forums to recruit coalition of the willing members Finalize membership of coalition and host first meeting Our Golden Years activities carried out Medium Term [ 1-2 years ] Establish Commission Our Golden Years Report released Commission updates on Phase 1 and 2 proceedings Pilot programs initiated by commission Report released at end of Phase 3 Long Term [ 2+ Years ] Commission tracks implementation Recommendations made public Best practices made available to non-member provinces Updates to First Ministers and public via Report Card on Aging Initiatives

Risk Management Strategy - Recommendation 16 Risk Level Management Strategy Sector engagement process may be perceived as too complex Specific provincial-territorial issues may be overlooked Current cohort of seniors may not feel transformational change High Commission retains citizen engagement professionals Strong leadership streamlines the process All participants provided with quality background material Medium Coalition provides members with opportunity to highlight their views Commission reports will keep coalition apprised of developments Choice of implementation is left to each jurisdiction Low Current cohort is being asked for input Real risks are primarily in the long term Determination of risk level is based on a combination of likelihood and potential impact

Communications Strategy 17 Key Messaging Together, Québec and Ontario are transforming how we serve our aging population Provinces and Territories are innovating the way we do business, to leverage the experience and expertise of our Baby Boomers and maximize growth potential The coalition is working together with seniors and stakeholders to ensure that government actions respond to the real needs of Canadians Events Multiple press conferences and echo announcements from formation of the Coalition to conclusion of forum Launch ceremonies for pilot projects Press conferences around annual report card updates Joint hearings for Our Golden Years Report, press conference with Cabinet Ministers

Next Steps 18 Pending approval of the recommended option: 1. Ontario and Québec Ministries of Intergovernmental Affairs will jointly develop an implementation plan, including a project team to lead this initiative 2. Finalize costing methodology and identify financial implications 3. Develop a communications work plan, including a coordinated outreach strategy to identify coalition members 4. Prepare a report back for further consideration 5. Proceed with formal approval process

Appendices 19

Appendix 1: Evaluation Matrix 20 Criterion Recommended Alternative Alternative 1 Alternative 2 Transformative 5 4 3 Action-Oriented 5 3 5 Proactive Leadership 5 3 5 Sustainable 5 3 4 Upfront Cost 4 3 4 Stakeholder Reaction 5 4 3 Total 29 20 24

Appendix 2: Current and Projected Population of Seniors 21

Appendix 3: Highlights from Interjurisdictional Scan 22 Provincial Projections on Aging and Seniors and Current Initiatives British Columbia Nova Scotia Nunavut Alberta Proportion of population aged 65 and over between 24% to 27% by 2038 - Seniors' Action Plan - Premier's Council on Aging - SeniorsBC Web Forum - Age-Friendly BC Proportion of population aged 65 and over expected to surpass 30% by 2038 - Strategy for Positive Aging - Elder Abuse Strategy - Department of Seniors - Senior Safety Grant Proportion of population aged 65 and over to be approximately 9% by 2038 - Joint Elder and Youth Programs - Senior Additional Assistance Plan - 2010-2014 Elders Strategy - Iqaluktuutiaq Elders Mentorship Program Proportion of population aged 65 and over anticipated to be less than 20% by 2038 - Affordable Supportive Living Initiative - Grey Matters Conference - Alberta Seniors Benefit Program - Seniors' Week

Appendix 4: Information Flow Through Commission 23 Coalition Members First Ministers Innovation Hubs Think Tanks Academic institutions Commission Coalition representatives Professional engagement facilitators Private Sector Professional organizations Service providers Businesses and associations Non-Profit Sector Advocacy groups Charities Service providers Public Seniors Care givers Citizen Groups