Alexandra AmorimAlexandra Amorim

Some methodological framework Proposals: Some methodological framework Proposals:

Algarve Regional Action Plan for InclusionAlgarve Regional Action Plan for Inclusion

Third Peer ReviewThird Peer ReviewLisbon, November 16th-17th, 2006Lisbon, November 16th-17th, 2006

Instituto da Segurança Social, IPInstituto da Segurança Social, IP

Presentation structure

1. Regional and/or local contribution for the Social Inclusion Strategy

2. Open Method of Co-ordination in a Regional and/ or local Context

3. Regional Indicatores

Indicator Matrix |Algarve Regional Action Plan for Social Inclusion

Weaknesses

Notes and future proposals for the regional indicators in Social

Cohesion

Regional and/or Local contribution for the Social Inclusion Strategy

Better understand the conditions and aspirations, regional and local needs of the citizens

Translate national or regional strategies into territorial actions

REGIONAL AND LOCAL AUTHORITIES CAPABLE

Ensure the live quality of citiziens, by enhancing local resources in the acess to employment, education and trainning, housing and health

Offer proximity services by providing support in the social inclusion of groups and individuals in a greater vulnerable situation

Regional and/or Local Contribution for the Social inclusion Strategy

ROLE OFLOCAL/ AND OR REGIONAL AUTHORITIES

PRESENT FUTURE

Implement policies as well as european and national measures in Social Inclusion

Formulate or adequate regional and/or local strategies for Social Inclusion

CONDITIONS

Territorial “Pacts” between all regional and local actors engaged to:

combat social exclusion and poverty

strengthen policies and structural interventions in social inclusion

Open Method of Coordination at Regional and/or Local level

ENABLES

To improve transparency and democratic participation

To adopt the european and national guidelines at regional and /or local level

A vertical articulation of strategies and policies for Social inclusion

To establish a structure and methodology which facilitates comparing diagnosis, policies adopted and results acheived

To monitor and assess the National Plans which consider a systemic approach at a regional level

The good practices at a regional and/or local level be assessed and adopted at national, regional or local level

OBJECTIVES

1. Organize a learning process at regional level to encourage the

exchange and emergence of good practices

2. Support Local and Regional Authorities to improve their action in

Social Inclusion

Open Method of Coordination at Regional and/or Local Level

KEY PRINCIPLES IN OMC

Subsidariety

Promote convergence in interests and common priorities

Promote management a gestão por objectivos

Integrated approach

Open Method of Co-ordination at Regional and/or Local Level

Key Elements

A close Co-ordination between Government and Regional Authorities Political visibility Joint Reports

A descentralized approach Social Inclusion Common Objectives Regional Action Plans for Inclusion

A process of mutual learning, through monitoring Indicators Good practices

OMCOMC

An active participation Public Entities NGOs and local and regional AssociationsEntrepreneurial Entities AcademyPeople and groups at risk of social exclusion or poverty

Open Method Coordination at Regional and/or Local Level

REGIONAL INSTITUTIONAL MECHANISMS | DRAF

Concerted Concerted Regional Regional

Strategy for Strategy for Social Social

InclusionlInclusionl

Concerted Concerted Regional Regional

Strategy for Strategy for Social Social

InclusionlInclusionl

Regional Intersectorial Committee

Technical Team

Co.ordination and monitoring Structures

Regional and local Non Governmental

Associations and Organizations

People and groups at risk of social exclusion and/or

poverty

Participation and Active Mobilization of all

Stakeholders

Monitoring/ Evaluation

Information system “Indicator Matrix ”

CLAS or District Platform

Representatives

National Strategy National Strategy for Social for Social InclusionInclusion

National Strategy National Strategy for Social for Social InclusionInclusion

Open Method Coordination at Regional and/or Local Level

RELEVANCE OF COMMON INDICATORS AT REGIONAL LEVEL

Allows to fix common guidelines for the diagnosis

Ensures the analytical comparison between different levels

(European, National, Regional and Local)

Monitors and evaluates the progress regarding the common

objectives in the field of social inclusion and tagets defined

Open Method of Coordination at Regional and/or Local Level | Indicators

STRUCTURE

A. Demography

B. Poverty and Inequality

C. Access and integration in the labour market

D. Access to education and qualification

E. Access to social protection

F. Access to health

G. Access to housing and social conditions

INDICATOR MATRIX | Algarve Regional Action Plan for Social Inclusion

1. Poverty risk (and respective threshold ), by Nut II, 1995 and 2000

2. Inequality in income distribution by Nut II, 1995 and 2000 (IOF) (considering monetary income and total income)

Source: Calcualtion by DGEEP/MTSS based on Family Budget 2000 Survey conducted by the National Institute of Statistics for the

“Poverty and Social Exclusion“ project

INDICATOR MATRIX | Algarve Regional Action Plan for Social Inclusion

Indicator Matrix | Algarve Regional Action Plan for Social Inclusion

1. Dispersion of regional unemployment rates between 2000-2004, per gender and NUTS II (EU 15 and UE 25)

2. Unemployment Rates, per gender and age, according to NUTS III (EU-25)

Souces: Eurostat – Employment

3. Ratio of unemployed foreigners registered in Employmant Centres as opposed to the total unemployed registered in Employmant Centres, per gender, and age groups, according to nationality, by NUTS II

Source: Calculation by LDG based on the IEFP informatics system

Indicator Matrix | Algarve Regional Action Plan for Social Inclusion

1. Iliteracy Rate, NUT II and III, 1991 and 2001 Source: INE - Census

2. Nr. of children attending different levels of education, per nationality and school years, Portugal and NUT II

Source: Ministry of Education – GEASE

3. Adult participation (25-64 years) in training and education programmes, 2000-2004, by NUTS II (UE-25) Source: Eurostat - Education

4. Nr. of foreigners attending recurrent education (portuguese language courses), Portugal and NUT II Source: ACIME - Entre Culturas

Indicator Weakness at Regional Level

1. Most Structural Indicators do not include regional and local disaggregation

2. Weak regularity on updating indicators at european, national and regional levels

3. Lack of indicators, especially at regional or local level to meaure the

poverty phenomemon, inequality and social exclusion

4. Lack of structural indicators including disaggregation enabling analysis per groups (nationality, gender, age groups, disabilities)

Notes on the identification and construction process of indicadors | LDG

Strong Points Weak Points

The Regional and/or local

authorities possess the data and

sometimes informatics systems

which allow disaggregating the

variables

Distinct informatics systems and forms to collect data

Most of the statistics do not aim at measuring poverty, inequality and social exclusion

Capacity in terms of resources (financial, human and knowledge) to work and validate the indicators constructed

Territorial limitation in indicator construction

Proposal for the identification and construction process of Indicators at Regional and Local level

A | Recommend to the European Commission the need to improve the structural indicators for social cohesion at the regional and local levels of each country

B| Create a set of indicators at the National level of each country, constituted by:

- Representatives of different Authorities composing the Inter-Ministerial Commitee to review the progress of the National Action plan for Inclusion

- National Institute of Statistics

- Experts in the poverty and social exclusion field

Thank you for your attention