Food for thoughts on prepaing the country reports in Gini István György Tóth Gini CoCoCo meeting UVA/AIAS 22-23 October 2010 Amsterdam
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Food for thoughts on prepaing the country reports in Gini
István György Tóth
Gini CoCoCo meetingUVA/AIAS 22-23 October 2010Amsterdam
• Country reports „will present for each of the countries covered the results of an integrated approach based on the analytical approaches of the four work packages framing this in the national contexts of the public and political debate on inequalities and the nation’s realities of policymaking.” (p32 of DoW)
Aims of (expectations towards) the country reports (as set out in DoW)
• „Present national levels and trends in inequalities and impacts together with the ‘national story’ of relevant policies and institutions.” (p32)
• „evaluating the significance of the international comparative findings, and where possible fill gaps that are left by the international data” (p32)
• Serve as input to Final report• „Our objective here is to formulate detailed and concrete policy
recommendations to reduce problematic inequalities in various spheres, particularly education, employment and income.” … „country reports will function in a way similar to the National Action Plans which EU member states submit in the context of the OMC processes Employment and Social Inclusion, i.e. to help identify 'best practices".” (p101)
• „Country Reports will serve as a vehicle to increase awareness of the overall project” (p104)
Suggestion: focus on 1-3 and be careful with 4-5!
Deliverables, milestones
• Draft of D7.1-D7.6. reports and draft GFP (D7.7.), decision on country groupings: M23 (deadline for D7.7) or M24 (MTC in BUD)
• D7 Country Reports 1–6 and GFP: M30• D8 Country reports 7-25: M33
The Amsterdam meeting is at M9!
Coverage: content
Areas to be covered :• Inequalities • Policies and policy outcomes
Issues to be discussed:
•What Inequality dimensions?:
•Income distribution
•+education? + health? + labour market? + what else?
•What inequality measures?:
-Overall distribution measures
-Poverty?
-Polarization?
•Policies and policy outcomes (which outcomes?)
•.. social impacts and political/cultural impacts?
•.. attitudes?
•Debates??
Coverage: countries
• Six sample reports: (BE+LU, HU, IE, IT, UK, NL)
• Special case: non EU reports (USA, JAP, CAN, AUT)
• Altogether 25 Country Reports covering 29 countries in total
•Issues to be discussed:
– How to handle the combined reports (GE+LU, SK+CZ, LT+LV+EE)
– What about internal regional divisions (in BE: F+W, in US: states, in EU27:NUTS2?)
– Status of countries in combined reports?
Format
Sample reports: recent OECD reports on „Sickness, disability and work”, „Jobs for youth”, „Ageing and employment policies”, „Jobs for immigrants”. • Tárki/Applica child poverty report?
Issues to be discussed
• Length?
• What level to harmonize?
–Chapter structure level
–Executive summary with policy recommendations?
… and with analytic suggestions for the Final report?
–Time periodicization
–Dimensions
–Measures?
Procedures, deadlines, etc.
• General preparatory discussion of General Format Proposal (now)
• Discussion of GFP draft (by CoCoCo .. and associates?), formation of country report experts working group for the six partner countries at Y1 Meeting
• Production of drafts of six sample reports
• Finalization of GFP at Midterm conference (together with four WP reports)
• Progress-and-comparison workshops for country report groupings (4 or 5 countries each)
What inputs for the reports?
• „the results as reported in the four work package reports” (Q1: in what forms? Q2: is not there a problem of timing here?)
• National data on inequalities, policies and policy debates,
Issues to be discussed:
•What about pre-prepared country fiches?
Dilemmas
• Level of detail in harmonisation vs reflection on national specificities
• Centralisation vs local expertise
• To what extent do we build upon discussion paper results?
Suggestion: a three-level guideline to be prepared
• Level 1: centrally pre-prepared country profiles (comparative data summarized for each
countries, with international benchmarks), based on available international datasets (example: Tárki child poverty report)
• Level 2: centrally prepared detailed questionnaire for areas not covered on level 1 (example:
OECD GU)• Level 3: questions about areas of country
specificities (worked out by national country teams)
Potential surveys for a comparative „country fiche” approach
1. EU-SILC
2. LIS http://www.lisproject.org/data-access/lissy-registration.htm
3. ESS http://ess.nsd.uib.no/register.html
4. ISSP, EVS, Eurobarometer https://info1.gesis.org/ZaCat
5. WVS http://www.wvsevsdb.com/wvs/WVSData.jsp?Idioma=I
Thanks
Illustrations to potential harmonized country reports (EU-SILC data):
Figure 1 Country stories in „lower inequality” EU countries (Gini coefficients, 95% confidence intervals, 2004-2008 survey years)
Sweden
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Denmark
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Slovenia
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Czech Republic
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Netherlands
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Austria
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Finland
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Germany
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Note: Data in Figures 1 to 3 come from EU-SILC 2005-2009, where available (except for of HU04 and PL04, where data comes from other sources, downloaded from NewCronos.
Source: SSO 2010 AR draft
Illustrations to potential harmonized country reports (EU-SILC data):
Figure 2 Country stories in „medium inequality” EU countries (Gini coefficients, 95% confidence intervals, 2004-2008 survey years)
Belgium
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
France
21
23
25
27
29
31
33
35
37
39
04 05 06 07
Slovakia
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Luxemburg
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Cyprus
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Hungary
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Italy
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Ireland
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Source: SSO 2010 AR draft
Illustrations to potential harmonized country reports (EU-SILC data):
Figure 3 Country stories in „higher inequality” EU countries (Gini coefficients, 95% confidence intervals, 2004-2008 survey years)
United Kingdom
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Spain
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Estonia
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Poland
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Greece
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Lithuania
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Portugal
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Latvia
21
23
25
27
29
31
33
35
37
39
04 05 06 07 08
Source: SSO 2010 AR draft
EU-SILC data
EU-SILC countriesEU-SILC countries 2003:2003: BE, DK, GR, IE, LU, AT 2004:2004: EU 15 - GE, UK, NL2005:2005: EU 25- MT+NO+IS2007:2007: EU 25-MT +NO+IS2007:2007: EU 27-MT-FR +NO+IS
EU SILC special blocksEU SILC special blocks2005:2005: intergenerational transmission of poverty,20062006: social inclusion,20072007: Housing,20082008: financial exlusion/overindebtedness,20092009: non-material poverty
ECHP EU-SILC 1994 1995 1996 1997 1998 1999 2000 2001 2003 2004 2005 2006 2007 2008
AT 1 1 1 1 1 1 1 1 1 1 1 1 1 1BE 1 1 1 1 1 1 1 1 1 1 1 1 1 1BG 1CY 1 1 1 1CZ 1 1 1 1DE 1 1 1 1 1 1 1 1 1 1 1 1DK 1 1 1 1 1 1 1 1 1 1 1 1 1EE 1 1 1 1ES 1 1 1 1 1 1 1 1 1 1 1 1 1FI 1 1 1 1 1 1 1 1 1 1 1 1 1FR 1 1 1 1 1 1 1 1 1 1 1 1GR 1 1 1 1 1 1 1 1 1 1 1 1 1 1HU 1 1 1 1IE 1 1 1 1 1 1 1 1 1 1 1 1 1 1IT 1 1 1 1 1LT 1 1 1 1LU 1 1 1 1 1 1 1 1 1 1 1 1 1 1LV 1 1 1 1NL 1 1 1 1 1 1 1 1 1 1 1 1MT 1 1 1 1 1 1 1 1PL 1 1 1 1PT 1 1 1 1 1 1 1 1 1 1 1 1 1RO 1SE 1 1 1 1 1 1 1 1 1 1 1 1 1SI 1 1 1 1SK 1 1 1 1UK 1 1 1 1 1 1 1 1 1 1 1 1Total 15 15 15 15 15 15 15 15 5 12 24 24 24 25
ECHP and EU-SILC availability in Europe
Country Code Historical
Databases
Wave I. around 1980
Wave II. around 1985
Wave III around 1990
Wave IV around 1995
Wave V around 2000
Wave VI around 2004
Austria AT . . 1987 . 1994/1995/1997 2000 2004Belgium BE . . 1985 1988/1992 1995/1997 2000 2004?Czech Republic CZ . . . 1992 1996 2002* 2005**Denmark DK . . 1987 1992 1995 2000 2004Estonia EE . . . . . 2000 2005**Finland FI . . 1987 1991 1995 2000 2004France FR . 1979/1981 1984A/1984B 1989 1994 2000 2005?Germany DE 1973/1978 1981 1983/1984 1989 1994 2000 2004Greece GR . . . . 1995 2000 2004Hungary HU . . . 1991 1994 1999 2005Ireland IE . . 1987 . 1994/1995/1996 2000 2004**Italy IT . . 1986/1987 1989/1991 1993/1995 1998/2000 2004Luxembourg LU . . 1985 1991 1994/1997 2000 2004Netherlands NL . . 1983/1986*/1987 1991 1994 1999 2004**Poland PL . . 1986 1992 1995 1999 2004Romania RO . . . . 1995/1997 . .Slovak Republic SK . . . 1992 1996 . 2005**Slovenia SI . . . . 1997 1999 2004Spain ES . 1980 . 1990 1995 2000 2004Sweden SE 1967/1975 1981 1987 1992 1995 2000 2005United Kingdom UK 1969/1974 1979 1986 1991 1994/1995 1999 2004
LIS European datasets
MikrozensusBelgium Administrative tax statisticsCzech Republic Sociální situace domácností v 2001Denmark The Danish Law Model SystemFinland Finnish income distribution surveyFrance Enquête budget de famillesGermany Socio-Economic Panel 1984- Every year http://www.diw.de/en/soepGreece Household Budget SurveyHungary HouseholdPanel Survey 1992-1997 Every year http://www.tarki.hu/adatbank-h/panelcd/english/index_e.html
Household Monitor Survey 1998-2001; 2003- 1998-2001, annual, then every second
year http://www.tarki.hu/en/research/hm/Ireland Living in Ireland SurveyItaly Bank of Italy Survey on Household
Income and Wealth1989- Every second
year http://www.bancaditalia.it/statistiche/indcamp/bilfait/documNetherlands Income Panel SurveyPoland CHER panel database for PolandPortugal Inquérito aos Orçamentos Familiares
Wage Structure Survey 1995, 2002, 2006 Once http://www.ine.es/en/prodyser/micro_salarial_en.htmHousehold budget survey 2006- Every year http://www.ine.es/en/prodyser/micro_epf2006_en.htm
Sweden Longitudinal integration database for health insurance and labour market studies
2004 Every year
http://www.scb.se/Pages/List____257743.aspxUnited Kingdom British Household Panel Survey 1991- Every year http://www.iser.essex.ac.uk/survey/bhps
SpainAvailable
Availability of national surveys
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