ESRITHE ECONOMIC AND SOCIAL RESEARCH II~STITUTE

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ESRI

THE ECONOMIC & SOCIAL RESEARCH INSTITUTE

ANNUAL REPORT

AND REVIEW OF

RESEARCH 2001

(INCORPORATING THE ESRI FINANCIAL

STATEMENTS FOR THE YEAR ENDED

31 DECEMBER 2001)

The Council of d~e ESRI is the Institute’s overallgoverning body and consists of up to 30members appointed from the general membersof the Institute. The Council meets four times ayear.

THE COUNCILMEMBERS AT 31 DECEMBER 2001

SIR W.G.H. QUIGLEY CB, PresidentFormer Chairman, Ulster Bank Limited

MR J.F. HARFORD, ChairmanChief Executive, Yamanouchi IrelandCompany Ltd

PROFESSOR B.J. WHELAN, Director

MR DAVID BEGG, General Secretary,Irish Congress of Trade U.nions

MR G.T.P. CONLON, Chairman, .ESRIFund-Raising Committee, 1995-2000

DRD. DE BUITLEIR, General Manager,Office of the Chief Executive,AIB Group plc

PROFESSOR C. FANNING, Department ofEconomics, University College, Cork

MSM. FINAN, Managing Director,Wilson Hartnell Public Relations Lid

DRM. GAFFNEY, Chairperson, The NationalEconomic and Social Forum

MR DONAL GARVEY, Director General,Central Statistics Office

PROFESSOR P. GEARY, Department ofEconomics, National University of Ireland,Maynooth

MR BRIAN GEOGHEGAN, Director of EconomicAffairs, IBEC

MR P. HARAN, Secretary General, Departmentof Enterprise, Trade and Employment

MRJ. HURLEY, Secretary General, Departal~entof Finance

MR M. KELLY, Secretary General, Department ofHealth and Children

PROFESSOR A. MATITIEWS, Department ofEconomics, Trinity College, Dublin

MR M.J. MEAGHER, Former Director, Bank ofIreland

PROFESSOR S. MENNELL, Director, Institute forthe Study of Social Change, UniversityCollege Dublin

MR D. NEVIN, Former General Secretary,Irish Congress of Trade.Unions

MR T.F. ~ COFAIGH, President ESRI, 1987-1995MR M. O’CONNELL, Governor, Central Bank of

IrelandMSM. O’CONNOR, Partner,

PricewaterhouseCoopersMR K. O’HARA, Chief Executive, Electricity

Supply BoardPROFESSOR W. ROCHE, The Michael Smurfit

Graduate School of Business, UniversityCollege Dublin

DRR. SCHIERBEEK, Chairman, Northern IrelandEconomic Research Centre

PROFESSOR N. SHEEHY, Department ofPsychology, The Queen’s University ofBelfast

MR E. SULLIVAN, Secretary General,Depam~ent of Social, Community andFamily Affairs’

DR T.K. WHITAKER, President ESRI, 1971-1987MR P.A. WHITE, Chairman, Northside

Partnership Limited

THE ECONOMIC & SOCIAL RESEARCH INSTITUTE

The Executive Committee is a sub-committee of

the Council and meets at least every two months.

It acts as the Institute’s Boarcl of Directors and, inassociation with the Director and staff, develops

the Institute’s programme of research for approval

by Council:

EXECUTIVE COMMITTEEMEMBERS AT 31 DECEMBER 2001

Sir Vc(G.H. Quigley, CBPresident

’MrJ.F. HarfordChait~nan

SIR W.G.H. QUIGLEY CB, President

Former Chairman, Ulster Bank Limited2

MR J.F: HARFORD, ChaimlanChief Executive, Yamanouchi IrelandCompany Ltd

PROFESSOR B.J. WHELAN, Director

PROFESSOR C. FANNING,Department of Economics,

University College, Cork

PROFESSOR P. GEARY,

De partment of Economics, NationalUn-{YersiWh.of Ireland, Maynooth

MR JOHN HURLEY,Secretary General,

Department of Finance

MR D. NEVIN,Former General Secretary,

Irish Congress of Trade Unions

MR T.F. (5) COFMGH,

President ESRI, 1987-1995

MSM. O’CONNOR, Partner,PricewaterhouseCoopers

PROFESSOR N. SHEEHY,Deparm~ent of Psychology,

The Queen’s University of Belfast

MR P.A. WHITE,Chairnlan, Northside Partnership Limited

THE ECONOMIC & SOCIAL RESEARCH INSTITUTE

The Economic and Social Research Institute was founded in 1960, as The Economic Research Institute,

with tile help of a grant from the Ford Foundation of New York. In 1966 the Institute assumed

responsibility for social research and extended its title to The Economic and Social Research Institute.

Tile aim of the ESRI is to bring the latest thinking in economics and the social sciences to the actual

and potential problems of Irish society. The Institute’s research has been a vital constituent in the

national debate for the past 40 years. Its goals are academic excellence, independence, objectivity,

relevance to policy and widespread dissemination of results.

The Institute is a private company, limited by guarantee. It is a not for profit organisat~on with

charitable status. The ESRI is governed by a Council consisting of up to 30 members, in addition to the

President and the Director, appointed from the general members of the Institute and representative of

the social partners, Government Departnaents, State agencies, universities and other research institutes.

A committee of the Council, the Executive Committee, carries out the functions of the Institute’s Board

of Directors. The Institute receives an annual grant-in-aid from the Irish Government, which covered 33

per cent of total expenditure in 2001. The remainder of the Institute’s income comes from

commissioned research projects, sponsorship of Institute activities by Irish business, membership

subscriptions and sales of publications.

The ESRI’s most important resource is its research staff, whose high levels of expertise allow them to

work to international standards of excellence. The results of the Institute’s research have been included

in over 500 reports published by the ESRI, including the Quarterly Economic Commentary and the

Medium-Term Review of the Irish Economy, as well as in numerous books and articles in academic

journals, published in Ireland and abroad.

Further information www.esri, ie

THE ECONOMIC.& SOCIAL RESEARCH INSTITUI~

ESRI

ANNUAL REPORT AND REVIEW

OF RESEARCHfor the year ended 31 December 2001

CONTENTSPage

Foreworcl

Report of tile Council

APPENDIX AList of Staff at 31 December 2001, followed by

Staff Commitments unclertaken in year

APPENDIX B

Publications, Papers, Seminars during 2001

APPENDIX C

Projects worked on during 2001

APPENDIX D

List of Members - Corporate and Inctividual

APPENDIX E

Accounts and Balance Sheet for the

Year ended 31 December 2001

14

19

37

47

53

FOREWORD

Professor Brendan J.Whelan, Director

THE ECONOMIC & SOCIAL RESEARCH INSTITUTE

The value of the Institute’s work was well illustrated in the year 2001, wl-fichsaw a transformation in the fortunes of the Irish economy. In the early months,economic expansion continued at a blistering, double-digit pace; by the end ofthe year the rate of growth had slowed to zero. This precipitate deceleration wasattributable to the combined effects of the foot and mouth outbreak, theslowdown in the global economy (wl~ch was especially marked in the high-techsector) and the terrorist attacks of September 11. ESRI research tracking theeffects of these changes, such as the Quarterly Economic Commentary and theMedium-Te,Jn Review, were widely quoted in the media. Interviews with theauthors were eagerly sought so that they could explain events and assess theirimplications for the countw’s furore. The national healthcare system was alsothe focus for much public discussion during the year and, as described in detailbelow, a number of Institute publications addressed this subject. Another topicof on-going interest was the labour market and studies were carried out relatingto employment forecasting, employability and the development of skills. In all,more than twenty monographs were pL, blished in addition to over eighty articlesand book chapters and well over a hundred papers to conferences and learnedsocieties.

Tiffs broad range of work, further described in the rest of tiffs Report, clearlyillustrates the Institute’s mission: to deepen the understanding of Irish societyand to conuibute to the policy debate. It is often mistakenly believed that we area fully funded, State-sponsored body. Tills is not the case. The ESRI is formally aprivate registered company, limited by guarantee. While an annual grant-in-aidfrom the Depam~ent of Finance accounts for about one-third of theorganisation’s costs, the bulk of them are nowadays covered by fees fromconmlissioned work, supplemented by membership subscriptions andcontributions to fund-raising initiatives. This funding structure has advantages inthat it diversifies our sources of support, ensures that the research is relevant tothe client’s needs and that it is carried out in a timely and efficient way.

It has, however, some serious disadvantages. Our commimlent to publish allwork undertaken lin-fits the type of conm’fissioned project for which we cantender, especially on behalf of the private sector. Even public sector clients,having received a report which is satisfactoW to them, are sometimes unwillingto accept the additional cost of bringing the research to peer-reviewedpublication standard in temps of finish and presentation. Increasingly, nationalfunding for acaden-fic research is directed at covering only the marginal costs ofresearch and excludes the cost of pem~anent staff and other overheads. Similarly,EU research grants under the Framework progranmles cover only 50 per cent oftotal cost, it being assumed that the balance can be obtained by the researchersfrom national sources. No such sources are available to the Institute.

These restrictions on sources of funding caused particular difficulties in 2001,when ESRI finances were hit by a number of cost-increasing developments, suchas salaw increases resulting from national agreements; the increase in employer’sPRSI, the imposition of VAT on commissioned research services and increases insuperannuation costs. It was only through exceptional effo~’cs by the staff, andparticularly by the Survey Unit, that sufficient new contracts were secured tolimit the Institute’s deficit to just over �100,000. In the longer term, if the Instituteis to continue to fulfil its public-good-.role, it will be vital to strengthen thefunding basis, particularly through increases in untied funding. The ESRIExecutive has often expressed the view that the appropriate level of grant-in-aidshould Ixe closer to 50 than to 30 per cent. We would welcome the opportunityto discuss with Goverm-nent how this n-fight be achieved.

REPORT OF THE COUNCIL

THE ECONOMIC AND SOCIAL RESEARCHINSTITUTE

FORTY-SECOND ANNUAL REPORT

FOR THE YEAR ENDED 31 DECEMBER 2001

MAIN ACI3V~TIES DURING THE YEAR

During the year 2001, ESRI staff publishedtwenty-six books or monographs, either inthe Institute’s own series or with externalpublishers. In addition, seventy-five journalarticles or book chapters were publishedalong with one hundred and sixtyconference and other papers. Five new titleswere added to the Institute’s Working Papersseries. The website www.esri.ie was revisedand substantially expanded. As well asgiving details of the Institute, it now lists allpublications by series, by author and byresearch area and provides detailedsummaries of all recent monographs. Thismade the publication of a separate "Reviewof Research" volume superfluous. Thepresent volume therefore comprises theReport of the Council outlining the mainevents in the Institute during the year, aReview of Research comprising an overviewof the work done in the principal researchareas, and five Appendices A to E giving,respectively, the staff list, a listing of allpublications produced during .the year, alisting of the projects worked on in 2001, alisting of members and the FinancialStatements.

Among the main events which tookplace during the year were the following:¯ In May, a conference entitled Green

and Bear It? was held in the Institute. Itfocused on the issues which arise withthe implementation of economicinstruments for environmentalpurposes. Economists have displayedgreat ingenuity in devising taxation andother proposals for achievingenvironmental objectives. However,few of these schemes are actuallyimplemented and the Conference triedto address the question of why this isso. Papers were presented by Irish andoverseas experts and included a reviewof experience in the UK by Professor

David Pearce of University CollegeLondon, an analysis of the situation inIreland by officials from the OECD anda paper on "AcceptabiliW andImplementation" by Professor FrankConvery of UCD. ESRI presentersincluded Professor J. Fitz Gerald, Mr. J.Hore and Mr. D. McCoy who spokeabout tradable emission permits and MsS. Scott and Mr J. Eakins who examinedthe effects on household income ofeconomic instruments.Later that month, the Taoiseach MrBertie Ahem T.D. visited the Institute tolaunch the publication Analysis of theEconomic, Employment and SocialProfile of the Greater Dublin Area. Thisstudy was jointly sponsored by thethree regional authorities operating inDublin. It looked at the settlementpatterns and distribution of economicactiviW in the region utilising new dataincluding a comprehensive database offirms. It produced new data oncommuting patterns showing thatsignificant commuting to the city isnow occurring from locations as muchas 60 miles away. The study makespolicy recommendations regardingclustering of settlement, urban densiWand other matters.In September, the eighth Medium-TermReview 2001-2007 of the Irish economywas launched. Appearing biennially,these Reviews are based on the ESRI’smacro-economic model. They providedetailed projections of the economy fora five to ten year time horizon andcontain detailed discussion of thepolicy options for that period. TheReview 2001-2007 explored a numberof scenarios and concluded thateconomic growth would average about5 per cent in the period up to 2005, 4per cent between 2005 and 2010 andthereafter revert to the EU averagegrowth rate of about 3 per cent. Itadvocated a broadly neutral fiscalpolicy, which would represent asignificant degree of restraint comparedwith the experience of the last fiveyears. It also suggested that atransparent and fair policy onimmigration should be developed, thatthe flexibility of the labour marketshould be improved and thatand fiscal reform should tar bothproductivity imlc and

environmental enhancements. TheReview received widespread mediaattention. Its results also feed into anumber of other Institute publicationsincluding the F~S/ESRI Manpowerprojections and the on-going work onenergy policy.In October, a well attended conference,organised in collaboration with theFoundation for Fiscal Studies, tookplace. Entitled Budget Perspectives itfocused on the economic and policybackground to the forthcoming Budgetand comprised four papers. The firstrelated to the general macro-economicbackground to the Budget andsynthesised the conclusions of the QECand MTR. The second paper examinedthe constraints on Irish fiscal policyincluding the manner in which the EU’sStability and Growth Pact isimplemented and the constraintsimposed by other internationaldevelopments. The third contributionused the ESRI’s SWITCH model toassess the impact of changes in tax andwelfare policy in the current context.The final paper presented some optionsfor the reform and renewal of thehealth services.The Survey Unit won, on the basis ofcompetitive tender, a contract from theDepartment. of the Environment andLocal Government to carryout thelargest social survey it has everattempted. The survey aims to providea detailed picture of the country’sdwelling stock in terms of size, quality,and amenities. A massive sample of37,000 dwellings is to be visited anddetailed analysis provided at the levelof individual local authority areas. Thestudy has required a significantexpansion of the Institute’s field-forceand the recruitment of a large numberof temporary staff to deal with the fieldadministration, coding and data entry. Itimposed considerable burdens on thestaff of the Survey Unit, and on thosecarrying out service functions withinthe Institute such as accounts, catering,mail, printing and telephone services. Italso required some re-location of staffbetween offices, especially in the caseof the HIPE and NPRS Units. TheCouncil and the Director would like toacknowledge the commitment andflexibility shown by all concerned.

The year 2001 marked the final roundof data collection for the EuropeanCon~munity Household Panel Survey.This series of major household surveys,

" which have been in progress since1994, formed the basis for a great dealof Institute work at both the nationaland international level. They allowedus to develop a detailed understandingof the nature of social exclusion inIreland, the processes causing it andhow all aspects of State policy impacton it. Indeed, the ECHP was the basison which some of the key targets ofthe National Anti-PoverW Strategy wereassessed and monitored. Having wonthe relevant competitively tenderedcontracts, ESRI staff continued to workduring the year with Eurostat todevelop the overall design of theinstrument which will eventuallyreplace the ECHP. This new source, tobe known as EU-SILC (Statistics onIncome and Living Conditions), will beimplemented by the National StatisticsOffices in all the Member States startingin 2003. The ESRI is collaboratingclosely with the Irish Central StatisticsOffice and interested GovernmentDepartments to ensure that the newsystem will produce research resultsrelating to poverty and social exclusionof at least equal quality to thosecurrently derived from the ECHP.On the international front, several staffmembers were, appointed to importantpositions in international bodies.Professor John Fitz Gerald was asked toserve on the EU’s Economic AdvisoryGroup which provides direct advice tothe Commission President Mr Prodi.Professor Brian Nolan was asked, incollaboration with Dr A.B. Atkinson ofthe UK, Professor B. Cantillon and MrE. Marlier of Belgium to compile areporton the use of social indicatorsfor the European Union. The Directorwas re-appointed for a.second term tothe External Advisory Group whichassists the Research Directorate of theCommission in formulating thoseaspects of the Framework ResearchProgrammes which are related to thesocial sciences. Probably the mostprestigious appointment of the yearwas the election of ProfessorChristopher Whelan as Chair of theStanding Committee for the Social

Sciences of the European ScienceFoundation. During his three-yearappointment, Professor Whelan willplay a key role in developing andpromoting social science research inEurope. This appointment recognisesthe international standing which hiswork, and that of the Institute, hasachieved.The Institute continued to providesupport for a number of nationalorganisations during the year.Secretarial and administrative serviceswere provided free of charge to TheEconomic and Social Review. Mr DanielMcCoy serves as Honorary Secretary ofthe Statistical and Social Inquiry Societyof Ireland and edits its journal. Most ofthe Society’s meetings are held in theESRI premises. The Institute alsoprovides a venue for the HistoricalNational Accounts Group andcollaborates with the Foundation forFiscalStudies in organising the annualBudget Perspectives Conference.Dr Alan Barrett was seconded to theDepartment of Finance for two years inOctober. It is hoped that thissecondment will further enhance ourcollaboration with the Department.Professor Frances Ruane of TrinityCollege Dublin spent a four-monthsabbatical at the Institute. In June, anhonorary doctorate was awarded toProfessor Damian Hannan by UniversiWCollege Dublin and an MBA wasawarded to Professor John Bradley byWarwick University.

COUNCIL CHANGES

Three Council members retired during theyear, Mr E. McCumiskey, Mr Mfie Kane andMr Sean Cromien. Their dedication to thewelfare of the Institute is much appreciated.Three new members were appointed to theCouncil: Mr David Begg of the IrishCongress of Trade Unions, Mr BrianGeoghegan of the Irish Business andEmployers Confederation and Mr DonalGarvey, Director General of the CentralStatistics Office. The Council also noted withdeep regret the death during the year ofProfessor Patrick Lynch, a former Chairmanof the Institute and an enthusiastic supporterof its work throughout his life. M dheis Ddgo raibh a anam.

FINAL ACCOUNTS 2001

The Income and Expenditure Account andBalance Sheet for the yeai" ended 31December 2001 which have been audited bythe Comptroller and Auditor General, areshown in Appendix E.

Member of Council:J.F. Harford

Member ofl Council:BJ. Whelan

I

6

REVIEW OF RESEARCH

BYAREA MACROECONOMICS, ECONOMIC

FORECASTING AND MODELLING

Four issues of the Quarterly EconomicCommentary were published during theyear. These traced the increasingly markedfluctuations in the Irish economy inresponse to developments in the globaleconomy. They focusecl on factors such asdomestic overheating, tightness in the labourmarket, the consequences forcompetitiveness of excessive growth inincomes and the distinction betweeneconomic growth and the more inclusiveconcept of development. Policy issuesarising in respect of fiscal policy and theStability and Growth Pact were alsoaddressed. There was a healthy increase inthe submission of articles from both ESRIand external contributors, seven of whichwere published in 2001. Four of these werepublished as special articles and examined,respectively, the distributional impact of theBudget, the consequences of EUenlargement, the responsiveness of laboursupply and how fiscal policy can bemanaged in a monetary union. The otherthree addressed various aspects of thequestion "how can wage bargaining withinsocial partnership be best modified"including mechanisms for national gain-sharing, the role of personal pensions infacilitating deferred compensation and themanner in which adjustments to EMU aretaking place.

The Medium-Term Review 2001-2007explored a number of scenarios for theeconomy and concluded that economicgrowth would average about 5 per cent inthe period up to 2005, 4 per cent between2005 and 2010 and thereafter revert to theEU average growth rate of about 3 per cent.It advocated a broadly neutral fiscal policy,which would represent a significant degreeof restraint compared with the experienceof the last five years. It also suggested thata transparent and fair policy on immigrationshould be developed, that the flexibility ofthe labour market should be improved andthat regulatory and fiscal reform shouldtarget both productivity improvements andenvironmental enhancements.

Macro-economic analysis Was alsopublished in a number of other books andjournals, including the volume emanatingflom the Budget Perspectives Conferencedescribed in the previous section. An articleentitled "The Single Market, the StructuralFunds and Ireland’s Recent EconomicGrowth" appeared in the Journal ofCommon Market Sludies. hish economicmanagement under EMU was discussed inthe Proceedings of the Brussels EconomicForum and in a book entitled 7-De wo,qdEconomy, while wage bargaining wasexamined in an article in the 1,4sh BankingReview and fiscal sustainability in theCentral Bank Quarterly Bulletin. Work onthe application of macro-economic modelsoriginally developed in Ireland to theeconomies of countries in Central andEastern Europe continued and led to amonograph published by the German IfoInstitute entitled Analysis of the Macro-economic Impact of the CSF on the Economyof East Germany and to a number ofconference papers.

ECONOMIC GROWTH, ENERGY AND

RESOURCE ECONOMICS

Two articles were published in EuropeanPlanning Studies on competitive advantagein sectors of the Irish economy and anarticle on business risk in the Jour~al ofEconomic Behaviour and Organisation.Energy and environmental issues werediscussed in the volume &~anating from theGreen and Bear It? Conference described inthe preceding section. A Set of PilotEnvironmental Accounts, designed to add anenvironmental dimension to the NationalAccounts, were compiled by Dr John Curtisand published by the Central StatisticsOffice. The environmental hazards arisingfrom prosperity were discussed in an articlein Studies and how water should be pricedin a volume published by the EuropeanUnion. The economic aspects of managingwild populations (of fish and deer) wereaddressed in journal articles, as was themethodological issue of question d~ign incontingent valuation surveys. Workcontinued on issues related to energy andenergy policy during the year and thefunding for the Energy Policy ResearchCentre was renewed. We gratefullyacknowledge this support from the sponsors.

REGIONAL STUDIES

Professor John Bradley edited andcontributed to a book on cross-border issuesentitled Can the Celtic Tiger Cross theBorder? and Professor John Fitz Geraldstudied the constraints on growth in theisland’s two economies in the EconomicOutlook and Business Review. Themonograph Analysis of the Economic,Employment and Social Profile of the GreaterDublin Area referred to in the precedingsection examined settlement patterns andthe distribution of economic activity in theregion and produced new data oncommuting patterns, showing that significantcommuting to the city is now occurring fromlocations as much as 60 miles away.

TAXATION AND WELFARE

Since the early nineties, the Institute has hada substantial research programme aimed atdeveloping a micro-simulation model whichwould allow us to estimate accurately theeffects on individuals and households ofchanges in the tax and welfare systems. Theresulting model, entitled SWITCH, has beenused in a variety of contexts. The paperReforming Tax and Welfare utilises theSWITCH model to carry out a detailedanalysis of recent changes in the tax andwelfare systems and to evaluate their effectsin the light of policy objectives such as thoseset out in the National Anti-Poverty Strategyand the Programme for Prosperity andFairness. On the basis of a detailedconceptual and empirical analysis, it sets outthe considerable advantages of an approachto evaluation based on indexation ratherthan the conventional opening budget.International comparisons are provided andthe key issues relating to the taxation ofcouples and individuals discussed. A paperon the distributional impact of directpayments on Irish farm incomes waspublished in the Journal’of AgriculturalEconomics. SWITCH was also used for aspecial article in the QEC examining thedistributional effects of Budget 2002 and in apaper for the Budget Perspectives volume.

LABOUR MAI~K~ET AND DEMOG1L4PHY

The study Family Fo*~nation in Irelandprovides an overview of existing knowledgeregarding the family in Ireland today. Itfocuses in particular on. three major issues:

the long-term decline in fertility, the growthand pattern of lone parentl~ood and changesin household and family size. It emphasiseshow poor the existing Irish data relating tothe family are, and suggests how they couldbe improved. A more detailed comparativestudy of Irish fertility rates in comparativeperspective was also published in TheEconomic and Social Review.

Trends in migration and related policyissues were discussed in an articlepublished by the OECD. An article in TheEconomic and Social Review estimated theextent to which returned emigrants receiveda wage premium. It showed relative skilllevel had a positive relationship with boththe decision to migrate and the decision toreturn.

The paper Estimating Labour ForceFlows, Job Openings and Human ResourceRequirements 1990-2005, published in theFAS/ESRI Manpower Forecasting Series,utilises a novel approach by estimatinggross flows in the labour force rather thanconcentrating on net movements only. Itprovides data on job openings byoccupation and sector, examines the needfor migration and shows that inflows nolarger than those experienced in recentyears would be sufficient to meet labourforce needs. The National Survey ofVacancies covered all private, non-agricultural employment and showed thatthe labour force was growing stronglywhile unemployment remains vew low.About one-third of firms reported a vacancyand the vacancy rate had risen by about asixth since the previous survey. The studygave a detailed breakdown of vacancies byoccupation and sector and showed thatvacancies existed in many occupations, notjust in the highly skilled. An article onlabour shortages in Ireland was publishedby the European Employment Observatory.An article on the returns to workplacetraining appeared’in the Industrial andLabour Relations Review. A special study ofbullying in the workplace wascommissioned by the Task Force on thePrevention of Workplace Bullying andpublished by them.

Various aspects of unemployment wereexamined in different studies. The PolicyResearch paper on Employabilityconsidered the issue of whether the 140,000people still on the Live Register at a time ofboom contained a high proportion of"unemployables". It devised a clear

operational definition of employabiliW and,using both national and local data,concluded that the proportion of personson the Register who could be consideredunemployable was quite small - no morethan about 10 per cent. It examined thefactors which seem to lead tounemployability (poor education, older age,location) and considered the possibility of"profiling" those on the Register to improvethe effectiveness of placement proceduresfor jobs ancl training. The dynamicprocesses involved in unemployment wereconsidered in a study published by theCombat PoverW Agency while workincentives were examined in an article forThe Economic and Social Review. Studieson the situation of young people movingfrom unemployment to employment in nineEuropean countries were published in anedited volume and in the journal Work,Employment and Society.

EDUCATION

A good deal of previous ESRI research wasdirected at the situation of school leaversand the factors easing the transition fromeducation to working life. The study Issuesin the Employment of Early School Leavel~looked at this topic from the employer’spoint of view. A detailed survey ofemployers showed some 70 per cent hadnever employed an early school leaver.Those who had recruited them mainly forlower skilled positions. They felt the mainproblems encountered by these youngpeople in employment related to the poorlevel of education and skills attained.Employers felt that in general young peoplehad good personal skills but needed muchbetter pre-employment training. An articleon countering social exclusion by means ofearly childhood education was publishecl ina collected volume.

HEALTH

The monograph Critique of "Shaping’ aHealthier Future".. A Strategy for EffectiveHealthcare in the 1990s evaluated theprevious national health strategy aspreparation for the new version which theGovernment was preparing. It reviewed thestrategy development process and concludeclthat it was generally satisfactory but neededbetter monitoring, more specific targets andbetter progress in the areas of equity, quality

and accountability. It went on to review thetargets and draw lessons for the newstrategy. A national survey of Perceptions ofthe Quality of Healthcare was con-mlissionedby the Centre for Insurance Studies in UCD.It covered topics such as respondent’s healthstatus, insurance or medical card coverageand usage of tile health services. It recordedconsiderable criticism of the publichealth~are system, but those, whosecomments were most unfavourable werethose Iwith least experience of the system.Conce~rns centred most on waiting times,lengtl{ of stay and inefficiency. Cost was themain factor deterring people from taking outmedic!d insurance. There was strong support

for splending to reduce waiting times andimpro~’e the quality of the service. An articleon the use of case mix as a basis forbudge~ting in hospitals was published in anedited collection and a paper on healthinsurance and sex-vices utilisation in thejournal Health Economics. A paper onmethodological issues in health statusmeasLirement was published in the Irishjournal of Psychology and an analysis ofemployment,, trends and the health servicesin a c~nference volume. Work continued onthe development of the databases emanatingfrom lhe Hospital In-patient Enquiry and theNational Perinatal Reporting System.

ECONOMETRICS AND METHODOLOGY

While the bulk of tile Institute’s outputconcentrates on tile more applied andpolicy,,’-relevant aspects of research, staff alsocontribute to the development of theirspecialist areas by publishing articles ofmethodological interest. Such work is very

I

mlpo~tant both for sustaining the academicreputation of the Institute and to ensure thatin ou}- applied work we can use the latestand rhost refined techniques. Reference hasalready been made to papers on thedevelopment of technique in the areas of

icontingent valuation surveys and healthstatus’I measurement. ESRI staff have also

prodticed innovative measures of povertyand I deprivation which have attractedconsiderable international attention. FLirtherwork on this topic was carried out in 2001and will be described below. A number ofother papers on theoretical andmethodological themes were also produced.A study in The Economic and Social Reviewconsidered how the new technique of"propensity scores" might be used in the

evaluation of State programmes. Threepapers dealing with statistical methods werealso produced: one on score tests publishedin the Joun~al of Statistical Planning andInference,, a second on the statisticalproperties of ratios in the. Jou~al of theRoyal Statistical Society Series D and a thirdon the analysis of capitation funding inSeries A of the same journal.

PENSIONS AND RETIREMENT

A study entitled Older People’s Preferences.for Employment and Retirement in Irelandwas commissioned and published by theNational Council for Ageing and OlderPeople. This survey discovered that, whilesubstantial minorities of the working over55s would like to retire, many retired peoplewould like to do some work particularly ona part-time basis. Satisfaction with retirementwas found to be strongly linked withincome, health status and whetherretirement was voluntary or involuntary.Respondents expressed a strong preferencefor gradual retirement. Papers on thehousing situation of older people, on theirhealth status and on the extent of povertyamong them were published in a volume ofconference proceedings. A paper on pensionprovision by multinational corporations inIreland was published in an internationaledited volume. The Volume related to theyear 2000 Geary lecture, which waspublished during 2001, also addressedaspects of tile pensions issue. The format ofthe lecture was changed somewhat on thisoccasion by having the lecture itselfpreceded by two related papers by localauthors. The lecture was given by ProfessorMartin Feldstein of the US National Bureaufor Economic Research and examined theeconomic challenges for Ireland in Europe.It suggested a role for personal pensions infacilitating effective wage setting andmaintaining national competitiveness.Professor Gerard Hughes of the ESRIanalysed the cost and distribution of pensionexpenditures. Professor Philip Lane ofTrinity College Dublin looked at themanagement of the newly establishedNational Pension Reserve Fund.

SOCIAL POLICY AND DISADVANTAGE

The Institute has developed a very strongpresence, both nationally andinternationally, in .the-.analysis of poverty

10

and social exclusion. The Irish National Anti-Pove~-ty Strategy explicitly, incorporates ameasure of poverty devised and produced inthe ESRI as one of its primaW targets. Thisapproach is now being emulated in anumber of other countries. ESRI researchershave been prominent in EU work in thisarea and have produced both influentialmethodological work and definitivecomparative studies across the MemberStates.

In 2001, two major substantive studieson poverty in Ireland were published. ThePolicy Research Series paper on Non-CashBenefits and Poverty in Ireland addressedthe question of whether these benefitssignificantly affect the estimated povertyrates. It carefully considered how thebenefits could be measured and concludedthat there is relatively little change inoverall poverty levels when non-cashbenefits are valued and included in theestimation procedure. However, since thebenefits are strongly targeted towards theelderly rather than towards other groups ofwelfare recipients, their inclusion doesmatter in determining the relative povertystatus of different groups. The paper onMonitoring Poverty Trends is the latestreport in the annual series commissionedby the Department of Social, Communityand Family Affairs. It attempts to assessprogress in reaching the national targets inrelation to poverty reduction. This year’sreport focused in particular on theprocesses leading individuals andhouseholds to enter, and to exit from,situations of poverty. It discovered that, ashas been found in other countries, it is veryimportant when assessing the severity ofpoverty to take into account its relativedegree of permanence or transience.Overall, the paper concluded that, based onthe measure reflecting "consistent poverty"which incorporates assessment of bothincome and deprivation, the situation inIreland had shown appreciableimprovement over the last number of years.

At international level, collaborationcontinued with colleagues in the EuropeanPanel Analysis Group (funded under theEU’s Fifth Framework Programme) and aseries of working papers produced, someof which have already led to publication.Four papers were published in majorinternational journals focusing oninternational comparisons of poverty levelsacross Europe. European Societies published

an article on poverty clynamics in Europeancountries, while the Review of Income andWealth carried an article applying measuresof persistent and consistent povertydeveloped at the ESRI to data from almostall the EU countries. Levels of deprivationin Europe were analysed in a piece forActa Sociologica, while the EuropeanSociological Review published an article onincome, deprivation and economic strain.Five further studies setting Ireland incomparative perspective were published inthe Joun~al of Social Policy, AustralianSocial Policy, The Economic and SocialReview and in two edited volumes. Threeadditional papers developing differentaspects of the situation in Ireland appearedin Studies, Feminist Economics and TheEconomic and Social Review. The specifictopic of poverty among children wasaddressed in four articles, one in NewEconomy and three in edited volumes.

SURVEY RESEARCH

As well as carrying out all the primary datacollection required by the research workdescribed above, the Survey Unit undertooka range of other commissioned work aslisted in Appendix C below. This includedthe major house condition survey alreadymentioned as well as surveys for nationalorganisations such as the developmentagencies Forf~s and Enterprise Ireland andinternational organisations such as Eurostatand DG Ecofin of the EuropeanCommission. Methodological work onsurvey design and analysis, including thestudy of attrition in panel surveys, was alsocarried out. The Institute’s capacity todesign, conduct and analyse surveys to thehighest international standards is one of theorganisation’s key strengths.

11

12

THE ECONOMIC & SOCIAL RESEARCH INSTITUTE

APPENDICES

13

STAFFING

APPENDIX A

STAFF AT 31 DECEMBER 2001

Director

Assistant Director(Adminislration) & Secretary

RESEARCH STAFF

Research Professo~

Senior Research OJ.’/:ice’p:~"

Research Officers

Statistical & Research Analysts

Research Assistants

TECHNICAL STAFF

Survey Unit

Hospital In-Patient Enquiry/National Perinatal

Reporting System

ADMINISTRATIVE SERVICES

Executives and Clerical

B.J. Whelan

G. Davidson

J. Bradley, T. Callan, D. Conniffe, J.D. Fitz Gerald, D. Hannan,

G. Hughes, K.A. Kennedy, B. Nolan, J.J. Sexton, C.T. Whelan,

M.M. Wiley, J. Williams (Head of Survey Unit)

T. Fahey, R. Layte, D. McCoy, P. J. O’Connell, E. O’Malley,

S. Scott, E. Smyth, D. Watson

J. Curtis, M. Keeney, S. McCoy, E. Morgenroth, H. Russell

D. Dully, B. Gannon, B. Maitre, J. Walsh

J. Eakins, C. Finn, J. Hore, C. MacCoille

S. Blackwell (Surveys Executive), I. Condron (Survey Processing),C. Gleeson, K. Hylancl, E. Kelleher, A. Rafter, M. Donnelly (Field

Staff Administration), S. Gorby (Surveys Executive),

A.M. McCafferty (Surveys Executive), K. McGuirk (Administrator),P. Needham (Operations Manager), F. Rhatigan (Field Operations

Executive), B. Ryan (Data Validation)

Coding & Data Entry~ClericaL. E. Bourke, B. Carr, M. Clarke,F. Condon

A. Clifton (Manager); G. Cullen (Data Manager, NPRS); J. Curley

(Audit Project Officer); P. Dowling (ARO); M. Glynn (Training Co-

ordinator); B. McCarthy (Software Engineer); S. McDermott(Progran’maer/Tech. Support); M. McKenna (Programmer/Tech.

Support); A. Mulligan (Data Mgr, HIPE); D. Murphy (CodingManager); S. O’Connell (Coding & Quality Support Officer); N. Wall

(Data Co-ordinator HIPE); M. Walker (Data Co-ordinator NPRS).

E. Bannerton (Administration), S. Burns (Librarian), P. Byrne (PA to

Assistant Director), B. Clancy (Accounts), M. Cleary (GeneralOffice), P. Hopkins (Printing), R. MacCarthy (Computer Services),

R. Moore (Desktop Publishing), B. O’Hogan (Receptionist),

14

General Services

StaJf on Leave of Absence

C. O’Regan (Accounts), F. O’Sullivan (PA to Director), J. Ryan (SystemsAdministrator), D. Whimker (Copy Editor).Clerical: B. Forde, M. Darmody, K. Dillon, A. Hanlon, P. Hughes

Head Services OJ~]~cer.. T. KelleherCatering and Cleaning.. M. Duffy, F. Godwin, M. Heeney (CleaningSupe~wisor), P. Hiney (Catering Supervisor),M. O’Reilly, R. Phipps, P. Rogers, E. Tiswell, J. Turner

A. Barrett

Postgraduate Fellowships(abroad)

V. Gash, C. Hannan

OTHER STAFF COMMITMENTS

A number of staff continued to perform a limited amount of teaching in the universities and in otherforums of professional or adult education. The staff of the Institute also participated in a number ofnational and international conferences.

A. BARRETI7

J. BRADLEY

T. CALLAN

D. CONNIFFE

J. CURTIS

D. DUFFY

T. FAHEY

J. FITZ GERALD

G. HUGHES

(i)(ii)

(iii)(i)(ii)

(iii)

(i)(ii)(i)(ii)(iii)(iv)(v)(vi)(i)

(i)(ii)

(iii)(i)(ii)(iii)(iv)

(v)

(i)(ii)(iii)

(iv)(i)(ii)(iii)

Research Affiliate, Centre for Economic Policy Research, London.Research Fellow, Institute for the Study of Labour (IZA) University of

Bonn.Lecturer, Department of Economics, Trinity College Dublin.Member, Editorial Advisory Board, Economic Modelling (UK).Member, International Editorial Board of Economic and Business Review

.for Central and South-Easte~J~ Europe (Slovenia).Member, Board of the Institute for British-Irish Studies, University

College Dublin.Member, Working Group on Poverty and Welfare in Ireland.Member, Projects Committee, FFS.Council, Economic and Social Studies.President, Irish Statistical Association.Visiting Professor, Queen’s University Belfast.Vice President of the Irish Economics Association.Member, Editorial Board of The Economic and Social Review.Senior Fellow, University College Dublin.Member, Socio-Economic Working Group for the Marine Science Plan

for Europe, ESFMember, Groupeuro - EU panel of speakers on a single currency.Member, National Committee for the Study of International Affairs of

the Royal Irish Academy.Member, CSO Earnings Liaison Group.Chairperson, Tr6caire Research Advisory Group.Associate Editor (Production), European Sociological Review.Member, Irish Aid Review Committee.Member, International Steering Conamittee of the 1999 European Values

Survey.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.Member, National Economic and Social Council.Member, CSO Liaison Group on Macro-Economic Statistics.Member, Economic Analysis Group of the National Climate Change

Team.Member, Group for Economic Analysis to advise EU President.Visiting Professor, University College Cork, Department of Economics.Member, LOWER European Low-Wage Employment Research Network.Member, ENRSP European Network for Research in Supplementary

Pensions.

15

M. KEENEYK.A. KENNEDY

R. LAYTE

D. McCOY

S. McCOY

E. MORGENROTH

B. NOLAN

P. O’CONNELL

E. O’MALLEY

H. RUSSELL

S. SCOTI7

(i)(i)(ii)(iii)(iv)(v)(vi)

(vii)

(i)

(ii)

(iii)(i)(ii)(iii)(iv)(0

(i)(ii)(iii)(i)(ii)(iii)

(iv)

(i)

(ii)

(iii)(iv)(v)

(vi)

(i)(ii)(i)

(ii)

(iii)

(i)

(ii)

Lecturer, Department of Economics, Trinity College Dublin.Council, Economic and Social Studies.Vice-President, Statistical and Social InquiW Society of Ireland.Member, Humanities Research Committee of the Royal Irish Academy.Visiting Professor, University College Cork~.

Convenor, Historical National Accounts Group for Ireland.Memlser, Committee of Management of the Northern Ireland Economic

Research Centre.Chairman, Working Group on Social Welfare Benchmarking and

Indexation, established by the Department of Social, Conamunityand Family Affairs.

Member, Health Research Board Conamittee on Epidemiology, Health ofthe Population and Primaw Care.

Panel Member, Consortium for the Design of a National Children’sLongitudinal Study.

Member, Editorial Board of Work, Employment and Society.HonoraW Secretaw, Statistical and Social InquiW Society of Ireland.Editor of Journal of Statistical and Social Inquiry Society of Ireland.Lecturer, Department of Economics, Trinity College Dublin.External Examiner, University of London.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.Member, CSO Expert Group on Population Projections.Chairman, Irish Branch of the Regional Studies Association.Board Member, Regional Studies Association International.Council, Economic and Social Studies.Member, Working Group on Poverty & Welfare in Ireland.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.Member, ESRC Mid-Term Review Panel for Centre for Analysis of Social

Exclusion, LSE.Member, Management Board, and Chair, Research Sub-Committee, the

Bridge Project - the Probation and Welfare Service, the Irish YouthFoundation, and City of Dublin VEC.

Member, Editorial Boards of Youth Studies, Irish Journal of Sociologyand Work, Employment and Society.

Irish Delegate to the OECD INES Network B.Associate Editor, The Economic and.Social Review.Member, Labour Market Statistics Liaison Group, Central Statistics

Office.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.Member, Research Advisory Group, Tr6caire.Member, Steering Group of the Industry Evaluation Unit.Teaching Research Methods in the Department of Environmental

Economics, University College Dublin.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.Member, Steering Group for Royal College of Surgeons in Ireland study

on "Sexual Abuse and Violence in Ireland".Key Action Delegate for EU 5th Framework Programme for Research

on the City of Tomorrow and Cultural Heritage.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.

16

j.j. SEXTON

E. SMYTH

D. WATSON

B.J. WHELAN

C.T. WHELAN

M.M. WILEY

J. "WILLIAMS

(i)(ii)

(iii)

(iv)

(i)

(ii)

(i)(ii)

(iii)

(iv)(v)

(vi)(i)

(ii)

(iii)

(iv)(v)

(vi)

(vii)

(viii)

0x)(x)

(i)(ii)

(110

0V)

(V)

(vi)

(vii)

(i)

(ii)

(i)

(ii)

(iii)

(iv),

(v)

Vice-President, Statistical and Social InquilT Society of Ireland.Irish Correspondent, EU (DG Employment) Information System

Employment (SYSDEM).

Irish Correspondent to SOPEMI, the OECD International Reporting

System on Migration.

Deputy Chairman, Board of Management, St Vincent’s Hospital,

Failwiew, Dublin 3.

Member, Editorial Board of h’isb Educational Studies.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.Member, Management Board, Irish Social Science Data Archive.

Member, Working Group on Eur0stat’s European Community

Household Panel Survey.

Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.

Member, EU-SILC Task Force.Member, Steering Group for Poverty and Social Exclusion Survey of

Northern Ireland.

Member, Advisow Group for the National Study on Domestic Abuse.Member, Working Group on Poverty and Welfare in Ireland.

Member, Management Board, Irish Social Science Data Archive.

Council, Economic and Social Studies.Council, European Centre for Analysis in the Social Sciences (ECASS).

Member, External Advisory Group to the European Commission on the

sub-programme "Improving the Socio-Economic Knowledge Base"

of the Framework Programmes.Council, Statistical and Social Inquiry Society of Ireland.

Member, Board of Management, Institute for the Study of Social

Change, University College Dublin.

Member, Advisory Group, Northern Ireland Household Panel Survey.Member, Heart Health Task Force, Department of Health & Children

Chairman, Management Committee, Consortium for the Design of a

National Children’s Longitudinal Study.Member, Editorial Board of European Sociological Review.

Council, Economic and Social Studies.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.

External Research Professor, German Institute for Economic Research(DIW), Berlin.

Chair of Standing Committee for the Social Sciences, European ScienceFoundation.

Member, Editorial Board of Schmoller’s Jahrbuch.. Journal of Applied

Social Science Studies.Member, Advisory Board, Institute of Criminology, Faculty of Law,

University College Dublin.Member, Women’s Health Council.

Chairperson, National Committee on Breastfeeding.Member, Expert Working Group on Harmonised Business Surveys,

DGII, European Commission.

Member, EU-SILC Task Force.Member, Working Group on Eurostat’s European Community

Household Panel Survey.

Member, International Advisory Group on Britain’s Millennium

Cohort Study.Panel Member, Consortium for the Design of a National Children’s

Longitudinal Study.

17

2001 PUBLICATIONS, REPORTS AND PAPERS OF THE ECONOMIC & SOCIAL RESEARCH INSTITUTE

(Detailed summaries of all books and monographs are available on the ESRI website, www.esri.ie.A complete list of Institute publications is available on request)

APPEND IX B

I GENERAL RESEARCH SERIES

None

II POLICY RESEARCH SERIES

39. Non-Cash Benefits and Poverty in Ireland (April 2001) (ISBN No. 0 7070 0i94 3)

L

40. "Employability" and its Relevance for the Management of the Live Register (May

2001) (ISBN No. 0 7070 0197 8)

41. Monitoring Poverty Trends and Exploring Poverty Dynamics in Ireland (July

2001) (ISBN No. 0 7070 0199 4)

42. Reforming Tax and Welfare (October 2001) (ISBN No. 0 7070 0203 6)

43. Family Formation in Ireland.. Trends, Data Needs and Implications. Report to

Family Affairs Unit, Department of Social, CommuniW and Family Affairs

(December 2001) (ISBN No. 0 7070 0205 2)

III GEARY LECTURE SERIES

31. Economic Problems of Ireland in Europe

incorporatingThe Cost and Distribution of Tax Expenditure on Occupational Pensions in

Ireland andThe National Pensions Reserve Fund: Pitfalls and Opportunities

(2001) (ISBN No. 0 7070 0200 1) (ISSN No. 1393-6204)

B. NolanH. Russell

A. Barrett

C.T. Whelan

J.J. Sexton

R. Layte

B. Ma’/tre

B. Nolan

D. WatsonC.T. Whelan

J. Williams andB. Casey

T. Callan

M. KeeneyB. Nolan

J. Walsh

T. FaheyH. Russell

M. Feldstein

G. Hughes

P. R. Lane

19

IV BOOKS AND MONOGRAH-IS PUBLISHED BY "ITIE ESRI

159. Issues in the Employment of Early School Leave,~, (March 2001)

(ISBN No. 0 7070 0193 5)

160. Es’timating Labour Force Flows, Job Openings and Hu’man ResourceRequirements 1990-2005, F.~S/ESRI Manpower Forecasting Studies No. 9

(April 2001) (ISBN No. 0 7070 0196 X)

161.

162.

163.

Analysis of the Economic, Employment and Social Profile of lhe Greater Dublin

Region (May 2001) (ISBN No. 0 7070 0198 6)

National Survey of Vacancies in the Private Non-Agricultural Seclor1999/2000, A Report prepared for FAS and Forffis, (June 2001)

(ISBN No. 0 7070 0195 1)

Perceptions of the Qualily of Health Care in the Public and Private Secto*5" inh’eland.. Report to the Centre for Insurance Studies, Graduate School of

Business, University College Dublin (August 2001) (ISBN No. 0 7070 0201 X)

164.

165.

Critique of "Shaping a Healthier Future": A Strategy for Effective Healthcare in

the 1990s (September 2001) (ISBN No. 0 7070 0202 8)

Budget Perspectives. Proceedings of a Conference held on 9 October 2001

(October 2001) (ISBN No. 0 7070 0204 4)

166. Green and Bear It? Implementing Market-based Policies for Ireland’sEnvironment. Proceedings of a Conference held on 10 May 2001(2001)

(ISBN No. 0 7070 0206 0)

V BOOKS AND MONOGILAPHS PUBLISHED BY OTI-IER AGENCIES

(To purchase contact the publishers directly)

7, Can the Celtic Tiger Cross the Irish Border~ Cork University Press in associationwith The Centre for Cross Border Studies, Armagh (May 2001)

(ISBN No. 1 8591 8312 3)

8. Older People’s Preferences for Employment and Retirement in Ireland, Dublin:

National Council on Ageing and Older People, (2001)

(ISBN No. 1 9003 7822 1)

C. O’Shea

J. Williams

J.J. Sexton

G. HughesB. McCormick

C. Finn

E.L.W. Morgem’oth

J. Williams

S. Blackwell

G. Hughes

D. Watson

J. Williams

(with a Foreword by

R. Kinsella)

M.M. Wiley

T. Callan andD. McCoy (eds.)

D. Duffy

P. Honohan

J. Hore

M. Keeney

C. MacCoilleJ. Walsh

M.M. Wiley

D. McCoy and

S. Scott (eds.)C. Averous

F. Convery

J. Eakins

J. Fitz Gerald

J. HoreD. Pearce

H. von Meyer

J. Bradley

E. Birnie

T. Fahey

H. Russell

2O

.

10.

11.

13.

Analysis of the Macroeconomic hnpact of the CSF on the Economy of East

Germany, Report No. 30, Munich: ifo Institut for Economic Research (2001)

Moving On? The Dynamics of UnemPloyment in h’eland During the 1990s,

Dublin: Combat Poverty Agency (2001)

Pilot Envi*~onmental Accotmts for Ireland 1996, Dublin: Stationery Office

(2001) (ISBN No. 0 7076 1995 5)

Fiscal Policy in a Moneta,y Union: The Case of h’eland, Proceedings of the

Brussels Economic Forum, Brussels: EU Commission DG II (2001)

J. Bradley

E.L.W. Morgenroth

G. Untieclt

R. Layte

PJ. O’Connell

Compiled by

J. Curtis on

behalf of the CSO

J. Fitz Gerald

VI QUARTERL Y ECONOMIC COe~,h~4EArFARY (ISSN NO 0376-7191)

Four issues published, in March, July, October and December 2001D. McCoy

D. Duffy

J. Hore

C. MacCoille

VII MEDIUM-TkT6~4 REVIEW (ISSN NO. 0790-9470)

Medium-Term’Review 2001-2007, No. 8 (September 2001)D. Duffy

J. Fitz Gerald

J. HoreI. Keamey

C. MacCoille

VIII JOURNAL ARTICLES AND BOOK CHAPTERS

(For earlier years see previous Annual Reports)

1. "Does Training Generally Work? The Returns to In-company Training",

Industrial and Labour Relations Review, Vol. 54, No. 3 (April 2001)

2. "Is there a Wage Premivm for Returning Irish Migrants?", The Economic and

¯ Social Review, Vol. 32, No. 1 (January 2001)

3. "Will EU Enlargement Threaten Ireland’s Foreign Direct Investment Inflows?"Quarterly Economic Commentary, pp. 55-67 (December 2001)

."The Island Economy: Past, Present and Furore’; in J. Bradley & E. Birnie, Can

the Celtic Tiger Cross the Irish BorderP Cork: Cork University Press (2001)

(ISBN No. 1 8591 8312 3)

,"The Single Market, the Structural Funds and Ireland’s Recent EconomicGrowth’; Journal of Common Market Studies, Vol. 39, No. 3, pp. 537-552

(September 2001)

."Income Tax and Welfare Policies: Some Current Issues", Chapter 3 in

T. Callan and D. McCoy (eds), Budget Perspectives: Proceedings of a

Conference held on 9 October 2001, Books and Monographs No. 165, Dublin:

ESRI (2001)

A. Barrett

P.J. O’Connell

A. Barrett

P.J. O’Connell

F. Barry

A. Hannan

J. Bradley

J. Bradley

F. Barry

A. Hannan

T. Callan

M. Keeney

J. Walsh

21

7,

.

.

10.

11.

12.

13.

14.

15.

16.

17.

18.

19.

20.

"Budget 2002: Analysis of the Distributional Impact", Quarterly EconomicCommentary, pp. 50-54 (December 2001)

"Score Tests when a Nuisance Parameter is Unidentified under the NullHypothesis", Journal of Statistical Planning and Inference, Vol. 97, No. 1,pp. 66-83 (2001)

"Capitation Funding in the Public Sector: Con-unent’; Jou,,Tal of the RoyalStatistical Society, Series A (Statistics in Society), Vol. 164, Part. 2, pp. 248-49(2001)

"Evaluating State Progranmaes: ’Natural Experiments’ and Propensity Scores",The Economic and Social Review, Vol. 31, No. 4 (October 2000)

"When Moments of Ratios am Ratios of Moments’; Jo’u,7Tal of the RoyalStatistical Society, Series D (The Statistician), Vol. 50, Part 2, pp. 161-168(2001)

"Fish Stock Conservation Measures and the Irish Fishing Industry", Journal ofthe Stalistical and Social lnquiT~V Society of Ireland, Vol. XXX, pp. 107-119(2000/2001)

"The Use of Follow-up Questions to No Responses in Dichotomous ChoiceContingent Valuation Surveys’; Agricultural and Resource Economics Review,Vol. 30, No. 2, pp. 189-197 (October 2001)

"Ireland: National Fleet/Offshore Multi-Purpose Fleet", Chapter 6 in EconomicPerformance of Selected European Fishing Fleets, Annual Report 2001,Copenhagen: Statens Jordburgs og Fiskeriokonomiske Institut (SJFI),(November 2001) (ISBN No. 8 7988 8570 7)

"Explaining Deer Population Preferences: An Analysis of Fanners, Hunters andthe General Public", Ag,qcullztral and Resource Economics Review, Vol. 30,No. 1, pp. 44-55 (April 2001)

"The Economics of Catclmaent Management’, in C. Moriarty (ed.), CatchmentManagement, Proceedings of 31st Annual Study Course held in September2000, Dublin: Institute of Fisheries. Management (2001)

"A Mechanism for Sharing the Fruits of Growth", Quarterly EconomicCommenta,3J, pp.66-74 (March 2001)

"The Changing Responsiveness of Labour Supply During the 1990s’, QuarterlyEconomic Commentary, pp. 68-82 (December 2001)

"Budget 2002: Macroeconomic Context and Fiscal Stance", Chapter 1 inT. Callan and D. McCoy (eds), Budgel Perspectives, Proceedings of aConference held on 9 October 2001, Books and Monographs No. 165, Dublin:ESRI (October 2001)

"Money, Spirituality and the Religious Congregations" in M.J. Breen (ed.), Firein the Forest. Religious Life in Ireland, Dublin: Veritas (2001)

T. CallanM. KeeneyJ. WalshB. Gannon

D. Conniffe

D. Conniffe

D. ConniffeV. GashPJ. O’Connell

D. ConniffeJ. E. Spencer

J. Curtis

J. Curtis

J. Curtis

J. CurtisL. Lynch

J. CurtisB.J. Whelan

D. de BuitleirD. Thomhill

A. Doris

D. DuffyJ. HoreC. MacCoilleD. McCoy

T. Fahey

22

21. T. Fahey

22.

23.

24.

25.

26.

27.

28.

29.

30.

31.

32.

33.

34.

"Housing and Local Government" in M.E. Daly (ed.), County and Town.. OneHundred Years of Local GovenTment in Ireland, RTE Thomas Davis LectureSeries, Dublin: Institute of Public Adminisn’ation (2001)

"Housing, Social Interaction and Participation among Older Irish People" inTowards a Society for All Ages: Conference Proceedings, pp. 17-21, Dublin:National Council on Ageing and Older People (2001)(ISBN No. 1 9003 7819 1)

"Trends in Irish Fertility Rates in Comparative Perspective", The Economic andSocial Review, Vol. 32, No. 2, (July 2001)

"Older People’s Preferences for Employment and Retirement in Ireland"Chapter in Y. McGivern (ed.) Employment and Retirement Among the Over55s: Patlerns, Preferences and Issues, Proceedings of Conference, Dublin:National Council on Ageing and Older People (2001)(ISBN No. 1 9003 7820 5)

"Fiscal Policy in a Monetary Union: The Case of Ireland", QuaT~erly EconomicCommentary, pp. 44-62, (March 2001)

"The Island’s Economies: Constraints on Growth", Economic Outlook andBusiness Review, Vol. 164, pp. 52-56, First Trust Bank. (November/December2001). Available on intemet at www.ftb.ni.com/ft/home/economicreviewasp

"Managing an Economy under EMU: The Case of Ireland", The WorldEconomy, Vol. 24, No. 10, pp. 1353-1371 (November 2001)

"Economics and Christian Values’, The Irish Review (SmTmler 2001)

"Ireland - a Multicultural Economy" in William CrotW and David Schmitt(eds.), Ireland on the World Stage, Essex: Pearson Education (October 2001)(ISBN No. 0 5824 2357 0)

"Regulatory Refom~ in Ireland" in OECD Secretariat (eds.), Regulatory Reformin Ireland, Paris: OECD (2001)

"Are Tradable Emission Permits the Way to Go?" Chapter 3 in D. McCoy andS. Scott (eds), Green and Bear It? Implementing Market-based Policies forIreland’s Environment, Proceedings of a Conference held on 10 May, Booksand Monographs No. 166, Dublin: ESRI (2001)

"The Earnings and Employment Effects of Young People’s Vocational Trainingin Britain", The Manchesler School, Vol. 69, No. 4, pp. 387-417 (2001)

"European and International Constraints on Irish Fiscal Policy" Chapter 2 inT. Callan and D. McCoy (eds), Budget Perspectives, Proceedings of aConference held on 9 October 2001, Books and Monographs, No. 165, Dublin:ESRI (October 2001)

"Multinational Corporations and Global and International Models of PensionProvision: Evidence from Ireland, in M. Franzinc and F.R. Pizzati (eds.),Globalization, Institutions and Social Cohesion, Berlin: Springer-Verlag (2001)

T. Fahey

T. Fahey

T. FaheyH. Russell

J. Fitz Gerald

J. Fitz Gerald

J. Fitz Gerald

J. Fitz Gerald

J. Fitz Gerald

J. Fitz Gerald

J. Fitz GeraldD. McCoyJ. Hore

B. GannonP. DoltonG. Makepeace

P. Honohan

G. Hughes

23

35.

36.

37.

38.

39.

40.

41.

42.

43.

44.

45.

46.

47.

"Employnlent Trends and the Health Services" in Proceedings of North-SouthHealth Services, Conference, Working Together for Better Health Services,Dublin: Health Services National Partnership Forum and ICTU (2001)

"Reflections on the Process of Irish Economic Growth", Joul~al of theStatistical and Social Inquily Society of Ireland, Vol. XXX, pp. 123-139(2000/2001)

"Poverty and Deprivation among Older Irish People", Chapter in Towards aSociety for All Ages: Conference Proceedings, pp. 12-16, Dublin: NationalCouncil on Ageing and Older People (2001) (ISBN No. 1 9003 7819 1)

"Unemployment, Welfare Benefits and the Financial Incentive to Work", TheEconomic and Social Review, Vol. 32, No. 2 (July 2001)

"Living Standards and Health of Older People’; Chapter in Towards a Societyfor AllAges: Conference Proceedings, pp. 22-26, Dublin: National Council onAgeing and Older People (2001) (ISBN No. 1 9003 7819 1)

"Normative Data for the SF-12 Health Survey in the Republic of Ireland withComparisons to England’; Irish Journal of Psychology, Vol. 21, No. 1,pp. 63-72 (2001)

"Persistent and Consistent Poverty in the 1994 and 1995 Waves of theEuropean Comnaunity Household Panel", Review of Income and Wealth, Series47, No. 4, pp. 427-450, New York: International Association for Research inIncome and Wealth (December 2001)

"The Health Strategy and Socio-Economic Inequalities in Health", Chapter 4 inM.M. Wiley, (ed.), Critique of" "Shaping a Healthier Future" : A Sfrategy forEffective Healthcare in the 1990s Books and Monographs No. 164, Dublin:ESRI (September 2001)

"Poverty and Affluence in Ireland: a Comparison of Income and DeprivationApproaches to the Measurement of Poverty" in D. Gordon and P. Townsend(eds.), Breadline Europe.. The Measurement of Poverty, Bristol: Policy Press(2001)

"Reassessing Income and Deprivation Approaches to the Measurement ofPoverty in Ireland’; The Economic and Social Review, Vol. 32, No. 3,pp. 239-261 (October 2001)

"Explaining Levels of Deprivation in the EU", Acta Sociologica, Vol. 44, No. 2,pp. 105-122 (2001)

"Income, Deprivation and Economic Strain: An Analysis of the EuropeanCommunity Household Panel Survey", European Sociological Review, 17(4)(2001)

"Economic Adjustment in European Monetary Union: The Irish Experience’;Quarterly Economic Commentary, pp. 42-59 (October 2001)

G. Hughes

K.A. Kennedy

R. Layte

R. LayteT. Callan

R. LayteT. Fahey

R. LayteC. Jenkinson

R.. Layte.B. MaitreB. NolanC.T. Whelan

R. LayteB. Nolan

R. LayteB. NolanC.T. Whelan

R. LayteB. NolanC.T. Whelan

R. LayteC.T. WhelanB. MaitreB. Nolan

R. LayteC.T. WhelanB. MaitreB. Nolan

A. Leddin

24

48.

49.

50.

51.

52.

53.

54.

55.

"Smoothing Adjustment Through Modified Wage Bargaining", Irish BankingReview, pp. 15-26 (Winter 2001)

"The User’s View" in EU Short-Tenn Economic Indicators.. Meeting New Needs,Proceedings of Eleventh serninar, Luxenlbourg: Eurostat. (2001)

"Fiscal Sustainability When Time is on Your Side’, Central Bank QuarterlyBulletin, (Spring 2001)

"Adding an Instrument to Social Partnership: A proposal for DeferredCompensation", Qua,Terly Economic Commenta,~, pp. 75-87 (March 2001)

"Measuring and Targeting Poverty: Tile Irish Example" in CASE Report 13,Indicators of Progress: A Discussion of Approaches to Monitor the Government’sStralegy lo Tackle Poverly and Social Exclusion, London: CASE/DSS (2001)

"Moving Targets: Measuring and Targeting Child Poverty’; New Economy,Vol. 8, No. 2, pp. 82-86 (2001)

"Child Poverty in Ireland" in A. Cleary, M. Nic Ghiolla Phadraig and S. Quin(eds.), Understanding Children, Dublin: Oak Tree Press (2001)

"The Evolution of Chilcl Poverty in Ireland" in K. Vleminckx and T. Smeeding(eds.), Child Well-Being, Child Poverly and Child Policy in Modern Nations:What Do We Know? Bristol: Policy Press (2001)

56. "InequaliW - the Price of ProsperiW?" Studies (Spring 2001)

57. "Targeting Poverty - Tile Irish Example", Auslralian Social Policy, Issue 1(2000)

58.

59.

60.

.61.

62.

63.

"Poverty within Households: Measuring Gender Differences using Non-MonetaW Indicators’; Feminist Economics, Vol. 7, No. 1 (2001)

"Health Insurance and Health Services Utilisation in Ireland’; HealthEconomics, Vol. 10, No. 2, pp. 135-146 (2001)

"Child Income Poverty and Deprivation Dynamics in Ireland", Chapter 8 inB. Bradbury, J, Micklewright and S. Jenkins (eds.), The Dynamics of ChildPoverty in Industrialised Countries, Cambridge: Cambridge UniversiW Press(2001)

"Bullying in the Workplace in Ireland’; Chapter IV in Report of the Task Forceon tile Prevention of Workplace Bullying, Dignity at Work.. The Challenge ofWorkplace Bullying, Dublin: Stationery Office (2001)

"Competitive Advantage in the Irish Indigenous Software Industry and the Roleof Inward Foreign Direct Inveslallent", European Planning Studies, Vol. 9,No. 3 (2001)

"Industry Clusters in Ireland: An Application of Porter’s Model of NationalCompetitive Advantage to Three Sectors", European Planning Studies, Vol. 9,No. 1 (2001)

C. MacCoilleD. McCoy

D. McCoy

D. McCoyD. Cronin

J. McHale

B. Nolan

B. Nolan

B. Nolan

B. Nolan

B. Nolan

B. Nolan

B. NolanS. Cantillon

B. NolanC. Harmon

B. Nolan¯ B. MaitreD. Watson

P.J. O’ConnellJ. Williams

E. O’MalleyC. O’Gorman

E. O’MalleyP. ClancyL. O’ConnellC. van Egeraat

25

64.

65.

66.

67.

68.

69.

70.

71.

72.

73.

74.

75.

"Getting a Job in Europe: The Transition from Unemployment tO Employmentamong Young People in Nine European Countries" in A. Furlong andT. Hammer (eds.), Youth Unemployment and Ma~ginalisation in No~7,bernk~trope, Oslo: Nova (2000)

"Getting a Job in Europe: The Transition from Unemployment to Work amongYoung People in Nine European Countries" Work, Employment and Society,Vol. 15, No. 1 (2001)

"The Environmental Hazards of Prosperity", Studies, Vol. 90, No. 357,pp. 17-28 (Spring 2001)

"Water Pricing: Conceptual and Theoretical Issues" in Pricing Water -Economics, Environment and Society, Conference Proceedings, Sintra,September 1999, Luxembourg: Office for Official Publications of the EuropeanCommunities (2001)

"Household Income Effects and Implementation Options", Chapter 4 inD. McCoy and S. Scott (eds), Green and Bear It? hnplementing Market-basedPolicies for Ireland’s Environment, Proceedings of a Conference held on 10May, Books and Monographs No. 166, Dublin: ESRI (2001)

"Labour Shortages and Skills Gaps in Ireland" in Labour Shortages and Sk#l$Gaps in Europe.. An Overview, European Employment Observatory, Brussels:EU Commission (Spring 2001)

"Recent Changes in Migration Movements and Policies: Ireland" in Trends inInternational Migration, Paris: OECD (2001)

"Inter-agency Strategies in Early Childhood Education to Counter SocialExclusion: Findings fl’om SLx European Countries" in S. Riddell and L. Tett(eds.), Education, Social Justice and Inter-agency Working, London: Routledge(2001)

"The Effect of Business Risk on Manufacturing Investment Sectoral SurveyEvidence from Ireland", Journal of Economic Behaviour & Organization,Vol. 44, No. 4, pp. 403-412 (2001)

"Income, Deprivation and Economic Strain: An Analysis of the EuropeanCommunity Household Panel ’; European Sociological Revicma Vol. 17, No. 4,pp. 357-372 (December 2001)

"Case Mix in Ireland: Budgeting Basis for Acute Hospital Services", in F.H.Roger France, I. Mertens, M.C. Closon, J. Hofdijk, CaseMix: Global Views,Local Actions- Evolution in Twenty Countriea, Amsterdam: lOS Press (2001)(ISBN No. 1 5860 3217 8)

Part I: "Health Strategy Development Process" - Chapter 1, "Introduction" ;Chapter 2, "Shaping a Healthier Future: A Strategy for Effective Healthcare inthe 1990s: A Review of Process, Content and Implementation"; Chapter 3, "The2001 Health Strategy: Priorities for the Development Process’.’; Chapter 5,"Conclusions and Recommendations’" in M.M. Wiley, (ed.), Critique of"Shaping a Healthier Future".. A Strategy for Effective Healthcare in the 1990s,Books and Monographs No. 164, Dublin: ESRI (September 2001)

H. RussellP.J. O’Connell

H. RussellP.J. O’Connell

S. Scott

S. Scott

S. ScottJ. Eakins

J.J. Sexton

J.J. Sexton

E. Smyfla

B.J. WhelanC. Driver

C.T. WhelanR. LayteB. MaitreB. Nolan

M.M. Wiley

M.M. Wiley

26

76. Part II: "Review of 1994 Health Strategy Targets and Objectives" in M.M. Wiley,(ed.), C,~tique of "Shaping a Healthier Future" A Strategy for EffectiveHealthcare in the 1990s, Books and Monographs No. 164, Dublin: ESRI(September 2001)

77. "Refom~ and Renewal of the Irish Health Care System: Policy and Practice",Chapter 4 in T. Callan and D. McCoy (eds), Budget Perspectives, Proceedingsof a Conference held on 9 October 2001, Books and Monographs No. 165,Dublin: ESRI (October 2001)

M.M. WileyP. Dowling

M.M. Wiley

IX REPRINT SERIES

(The following articles by staff members published in external journals are availableas Reprints from ESRI at ~:4 per copy)

141. "Poverty Dynamics An analysis of the 1994 and 1995 Waves of the EuropeanCommunity Household Panel Survey", European Societies, Vol. 2, No. 4 (2000)

142. "Targeting Poverty: Lessons from Monitoring Ireland’s National Anti-PovertyStrategy", Journal of Social Policy, Vol. 29, No. 4 (2000)

143. "The Distributional Impact of Direct Payments on Irish Farm Incomes", Journalof Agricultural Economics, Vol. 51, No. 2, May (2000)

X WORKING PAPERS (g3 PER COPY)

137. Some Important Changes in the Structure of Irish Society: A Review of PastDevelopments and a Perspective on the Furore (February, 2001)

138. The Use of Location Variables in a Mix-Adjusted Index for Dublin HousePrices (March, 2001)

139. The Cost and Distribution of Tax Expenditure on Occupational Pensions inIreland (April, 2001)

140. The Effects of Working Time, Segmentation and Labour Market Mobility onWages and Pensions in Ireland (October, 2001)

141. Wage Detemaination in Economies in Transition: Ireland, Spain and Portugal(December, 2001)

XI OTHER PUBLICATIONS BY EXTEPdX,tAL AGENCIES

13. Persistent Income Poverty and Deprivation in the European Union: AnAnalysis of the First Three Waves of the European Community Household Panel,European Panel Analysis Group, Working Paper No. 17, Colchester: Universityof Essex (April 2001) (Available on Internet athttp://www.iser.essex.ac.uk/epag/pubs/pdf/2001-17pdf)

14. What is the Scale of Mulliple Deprivation in the European Union?, EuropeanPanel Analysis Group, Working Paper No. 19, Colchester: University of Essex(May 2001) (Available on Intemet athttp://www.iser.essex.ac.uk/epag/pubs/pdf/2001-19pdf)

C.T. WhelanR. LayteB. MaitreB. Nolan

R. LayteB. NolanC.T. Whelan

M. Keeney

JJ. Sexton

D. Duffy

G. Hughes

P.J. O’ConnellV. Gash

J. Fitz GeraldJ. Hore

C.T. WhelanR. LayteB. Ma’~neB. Nolan

C.T. WhelanR. LayteB. Maine

27

15.

16.

17.

18.

Final Report of ltoe Social Welfare Bencbmarking and Indexation Group,Published by the Department of Social, CommuniW and Family Affairs, Dublin(2001) (Available on Internet at http://2161214112/welfare/414913-415476,vaal)

Pe,~islent Deprivation in the European Union, EPAG Working Paper No. 23,Institute for Social and Economic Research, University of Essex, Colchester(August 2001) (Available on Intemet athttp://www.iser.essex.ac.tlk/epag/pubs/pdf/2001-23pdf)

Cumulative Disadvantage or Individualisation? A Comparative Analysis ofPoverty Risk and Incidence, EPAG Working Paper No. 21, Institute for Socialand Economic Research, University of Essex, Colchester (July 2001) (Availableon Intemet at http://www.iser.essex.ac.uk/epag/pubs/pdf/2001-21pdf)

Does Controlling for Neighbourhood Quality Matter More for Different Types ofHouse Buyer?, Maynooth College Working Paper N109/10/01, Published byDepartment of Economics, NUI Maynooth, Kildare (2001) (Available onIntemet at http://wwwmay.ie/acadenlic/econonaics/pdf/NlO91001pdf)

K.A. Kennedy

C.T. WhelanR. LayteB. Maitre

R. LayteC.T. Whelan

D. Duffy

PAPERS READ TO LEAPdNED SOCIETIES AND CONFERENCES

(For earlier years see previous Annual Reports)

1. "Earnings, inequality, return to education and in-maigration into Ireland",(i) Midwest Economics Association Annual Meeting, Cleveland, Ohio, March,(ii) Irish Economic Association Fourteenth Annual Conference, Portunma, April

2. "Earnings inequality, returns to education and immigration into Ireland"(i) Seminar in University of Leicester, May; and (ii) TSER Meeting in Florence, June

3. "The economic impact of return migration into Ireland", OECD Conference, Paris,June

4. "Evaluating the impact of pre-accession structural funds on convergence: the casesof Latvia and Estonia", IIASA Corffemnce, StockhOlm, May

5. "Income tax and social welfare policy: some current issues", Joint ESRI/FFSConference on "Budget Perspectives", October

6. "A new system of clemand equations", Annual Conference of the Irish StatisticalAssociation, Dundrum, Co. TipperaW, May

7. "ka’e they really working? Re-evaluating market orientation and labour marketprogran-mae effectiveness in Ireland with propensity score matching", EuropeanAssociation of Labour Economists (EALE) Conference, Jyu~iskyla, Finland,September

,

.

10.

"Mlocating funding across health boards - is equity easy?" Dublin EconomicWorkshop 24’h Annual Economic Policy Conference, Kermaare, October

"A new system of demand equations", Dublin Economic Workshop, Maynooth,November

"Equitable allocation of health care funding across regions", Seminar to StatisticsDepartment, UCD, November

A. BarrettJ. Fitz GeraldB. Nolan

A. Barrett

A. Barrett

J. Bradley

T. CallanM. KeeneyJ. Walsh

D. Conniffe

D. ConniffeP.J. O’Connell

D. ConnfffeD. Bond

D. Connfffe

D. Conniffe

28

11. "President’s closing address" at Irish Statistical Associatiori and University CollegeDublin Conference on "Official and Public Statistics", UCD, November

12. "Consumer demand equations", Seminar, Economics DepmTtment, Queen’sUniversity Belfast, December

13. "Fish stock conservation measures and the Irish fishing industw", Meeting ofStatistical and Social InquiW Society of Ireland, Galway, April

14.

15.

16.

17.

"Estimating the return flom genetic enhancement in milk procluction", (i) IrishEconomic Association Fourteenth Annual Conference, Portunma, April; and (ii)Annual Conference of the Irish Statistical Association, Dundmm, Co. Tipperary, May

"Provision of waste management services: incorporating the public’s preferences atthe planning stage", Third National Environment Conference, Carrickmacross, Co.Monaghan, September

"Prospects for the hish economy", IMD Business School, MBA Group, Dublin,January

"The use of location variables in a mix-adjusted index for Dublin house prices",UCD Housing Economics Conference, March

18. "The Irish economy - outlook", Swedish TUC, March

19. "Prospects for the Irish economy", (i) Swedish MBA students, May; (ii) Germanstudents, May

20. "Irish economic prospects" Norwegian Trade Union Congress, May

21.

22.

23.

24.

25.

26.

27.

"The Macroeconomic context and appropriate fiscal stance for Budget 2002", JointESRI/FFS Conference on "Budget Perspectives", October

"Prospects for the Irish economy", (i) Finnish Business Club, October; (ii) FinnishMBAs, October; (iii) Common Purpose, November; (iv) Fitch IBCA Rating Agency,December

"The medium-tern1 outlook for the Irish economy", Financial Services IndustWAssociation, November

"Measuring house price change in Ireland", M.Sc. class in Treasury and Investment,DCU, December

"Modelling demand for alcohol in Ireland: a dynamic AIDS approach", IrishEconomic Association Fourteenth Annual Conference, Pormmna, April

"Religion, secularisation and moral values", Consultative Seminar on the EuropeanValues Study in the Republic of Ireland and Northern Ireland 1999, organised jointlyby the Institute for British and Irish Studies and the ESRI, Newman House, April

"Neighbourh0od, micro-segregation and social exclusion in Dublin and Helsinki",Annual Conference of Irish Social Policy Association, Trinity College Dublin, July

D. Conniffe

D. Conniffe

J. Curtis

J. Curtis

J. Curtis

D. DuffyD. McCoyB.J. Whelan

D. Duffy

D. DuffyR. Layte

D. Duffy

D. DuffyJ.J. Sexton

D. DuffyJ. HoreC. MacCoilleD. McCoy

D. Duffy

D. Duffy

D. Duffy

J. Eakins

T. Fahey

T. Fahey

29

28. T. FaheyH. Russell

29.

30.

31.

32.

33.

34.

35.

36.

37.

38.

39.

40.

42.

43.

44.

45.

46.

"Older people’s preferences for employment and retirement in Ireland", NationalCouncil on Ageing and Older People/Expert Group on Furore Skills NeedsConference on "Employment and Retirement Among the Over 55s: Patterns,Preferences and Issues", Dublin, September

"The welfare state and wealth distribution over the life course: the case of housingin Ireland", European Science Foundation Conference on "European Welfare Statesand the Changing Life Course", Kerkrade, The Netherlands, October

T. FaheyB. Nolan

"Religious independents in Western and Eastern Europe", Working Seminar on 1999 T. FaheyEuropean Values Study, University of Leuven, Belgium, December B. Hayes

"The contribL, tion of the partnership process", Young Fine Gael Meeting, Dublin,January

J. Fitz Gerald

"Energy clemand 2000-2015" (i) IBEC Energy Policy Con-maittee, Dublin, January;(ii) Institute of Petroleum, Dublin, March

J. Fitz Gerald

"Has Ireland outgrown its clothes?: infrastructural and environmental constraints",Conference on Ireland, Lehigh Valley University, Pennsylvania, March

"Structural fLmds: lessons from the Irish experience", Sweclish Expert Group,Dublin, March

J. Fitz Gerald

J. Fitz Gerald

"The clockwork mouse? Ireland’s failure and belated success", James ConnollyMemorial Lecture, GMIT, Galway, March

"Earnings inequality and return to skills", Department of Finance and Personnel,Belfast, March

J. Fitz Gerald

J. Fitz Gerald

"Energy demand 2000-2015", Institute of Petroleum, Dublin, March J. Fitz Gerald

"Understanding the Irish boom", Delegation from London Foreign PressAssociation, Dublin, March

J. Fitz Gerald

"Fiscal policy in a monetary union: the case of Ireland", Economic Forum, Brussels, J. Fitz GeraldMay

"Wage detemaination in economies in transition: Ireland, Spain and Portugal",AIECE, Paris, May

J. Fitz Gerald

"Understanding the Irish boon’i’, Certified Public Accountants Conference, Dublin, J. Fitz GeraldMay

"Reply" to paper on "Fiscal Reaction Functions", IFS Conference on "World TaxCompetition", London, May

J. Fitz Gerald

"The Irish boom - its implications for healthcare", VHI Conference, Dublin, June J. Fitz Gerald

"Trading it in for a better model: are tradable emission permits the way to go?"Conference on the Environment, UCD, September

J. Fitz GeraldJ. HoreD. McCoy

"Prospects for the building sector", Tegral, September J. Fitz Gerald

"Energy policy - competition", IBEC Energy Policy Committee, October J. Fitz Gerald

30

47. J. Fitz Gerald

48.

49.

50.

51.

52.

53.

54.

55.

56.

57.

58.

59.

60.

61.

62.

63.

64.

"Island economies - sectoral priorities", Conference on the Northern IrelandEconomy, Ballymena,. October

"Medium-term prospects for the hish economy", (i) MSF Training Seminar, Naas,October; (ii) Irish Life and Permanent plc, October; (iii)IBEC, October; (iv)Common Purpose Ireland, November; (v) NESC, November; (vi) SmurfitManagement, November; (vii) Marks and Spencers, December; (viii) Deloitte andTouche, December

J. Fitz Gerald

"Fiscal policy in a monetary union", IEA Economists Lunch Meeting, October J. Fitz Gerald

"The island’s economics: constraints on growth", Inter-Trade h-eland, November

"Ireland - a multicultural economy", Leuven Lecture, Leuven, November

J. Fitz Gerald

J. Fitz Gerald

"Con-~petition policy: promoting economic growth", ComPetition AuthorityConference, December

J. Fitz Gerald

"Modelling school effects: an analysis of third level entry in Ireland" Irish Economic C. HannanAssociation Fourteenth Annual Conference, Portumna, April

"Company training in low-skill consumer service sectors in Ireland" LOWERWorkshop Adapting Education and Training, Dublin, March

G. HughesJ. Williams

"The cost and distribution of tax expenditures on occupational pensions in Ireland", G. HughesConference on "Pensions and Prospects", Dublin, March

"Employment trends and the health services", North-South Health ServicesConference, Dublin, June

G. Hughes

"Occupational pensions in Ireland", Joint ILO-Czech MinistW of Labour and SocialAffairs Conference on "Occupational Pensions: Choices, Benefits and Challenges",Prague, October

G. Hughes

"Pension subsidies and public policy", Council for Social Welfare Conference on G. Hughes"Pensions for All: an Adequate and Fair Income in Retirement", Dublin, November

"Poverty proofing the budget and related tax/welfare policy matters", CombatPoverty Agency Sen’~inar, Di.dSlih,’ October

M. Keeney

"Reflections on the process of Irish economic growth", contribution to SSISISymposium, April

K.A. Kennedy

"Productivity", ECOTAX Committee of Irish Business and Employers Confederation K.A. Kennedy(IBEC), Dublin, August

"Globalisation and Ireland: the experiences of a small open economy", GlobalifeWorkshop, Bielefeld, Germany, March

R. Layte

"Dynamics of unemployment in Ireland", Combat Poverty Agency Conference on"Narrowing the Gap between Rich and Poor", Juw’s Hotel, May

R. LayteP.J. O’Connell

"Measuring poverty using income and deprivation", Seminar, Combat PovertyAgency, April

R. LayteB. NolanC.T. Whelan

65. "Dynamics of unemployment", Combat Poverty Agency, April R. LayteP.J. O’Connell

31

66.

¯ 69.

"Explaining deprivation in the EU", European Science Foundation Conference on"Unenlployment, Labour Market Change and Citizenship in Europe", Helsinki, April

67. "Poverty trends and dynamics", Board of Combat Poverty Agency, May

68. "Cumulative disadvantage or indiviclualisation? A comparative analysis of povertyrisk and incidence", Conference on "Work, Employment and Society", Nottingham,

July

"Reassessing income and deprivation approaches to the measurement of poverty",¯ Sociological Association of h’eland Conference, Tralee, November

70. "Unemployed benefits and the financial incentive to work", Seminar, EmploymentResearch Centre, Dept of Sociology, TCD, November

71. "Smoothing adjusmlent through modifiecl wage bargaining", Dublin EconomicWorkshop 24’h Annual Economic Policy Conference, Kerm~are, October

72. "Forecasting business cycles within the Euro area", DIW, Berlin, FebruaW

73. "Forecasting methods used for Irish economy", European Commission InauguralForecasting Network, Brussels, FebruaW

74. "Irish economic prospects within the EU", Financial Services IndustW Association,IBEC, March

75. "Perfomlance of the Irish economy", DUBS Society, Trinity College, February

76.

77.

78.

79.

80.

81.

82.

83.

"Economic governance within the EU", Institute for European Affairs, Dublin, April

"Prospects for Ireland within EMU", (i) US Trade Union Pension Managers, Dublin,May; (ii) Strategic Group on E-Business for Dept of Public Enterprise, May;(iii) Turkish Media Group at Enterprise Ireland, June

Macro, Finance"Economic adjustment o11 EMU: Ireland’s experience", Moneg; ..... ’ .....

Annual Conference, Queen’s University Belfast, September

"An overview of the Irish economy and the role of our universities", Conference ofthe Hea’ds of Irish Universities, Rathsallagh, Co. Wicklow, September

"School influence on early school leaving: a policy analysis", Aaxlerican EducationalResearch Association Annual Conference, Seattle, April

"Manufacturing in Ireland: the relationship between spatial and sectoralconcentration and performance", Department of Economics, University CollegeCork, March

"What detemlines growth? Can policy help?" Minisu-y of Finance, Talinn, Estonia,March

"The functions of regional and local goverm~ent", Dublin Regional Authority,Dublin, April

R. LayteC.T. WhelanB. MaitreB. Nolan

R. LayteC.T. Whelan

R. Layte

R. Layte

R. Layte

C. MacCoilleD. McCoy

D. McCoy

D. McCoy

D. McCoy

D. McCoy,C. MacCoille

D. McCoy

D. McCoy

D. McCoyC. MacCoille

D. McCoy

S. McCoy

E. Morgenroth

E. Morgenroth

E. Morgenroth

32

84. "Infrastructure and regional development", Donegal County Council PhysicalInfrastructure Workshop, May

85. "The regional profile of the greater Dublin region: implications for public transport",Public Transport Partnership Forum, Dept of Public Enterprise, September

!.86. "Investment priorities for Ireland", Hungarian Delegation on the SPP Programme

for Hungary, IPA, Dublin, September

87.

88.

89.

90.

91.

"The regional profile of the greater Dublin region", Mid-East Regional AuthorityOperational Committee, Naas, September

"The NSS Consultation Document: A critical assessment", Joint Meeting of DonegalCounty Council and Donegal County Enterprise Board, Letterkenny, October

"The economics of infrastructure and transport", Trinity College Dublin Deparm~entof Civil Engineering, November

"National investment priorities 2000-2006: rationale and methodology", PolishRegional Representatives, IPA, December

"Reassessing the income/deprivation approach to measuring poverty", Seminar atCombat Poverty Agency, April

92. "Social indicators", DG Employment and Social Affairs, Brussels, April and July

93.

94.

95.

96.

97.

98.

99.

100.

101.

"Indicators for social inclusion in the EU", Conference on "Social InclusionIndicators", organised by Belgian Presidency of EU, Antwerp, September

"Targets" National Anti Poverty Strategy National Seminar, Dublin, September

"An overview of economic and social opportunities and disadvantage in Europeanhouseholds" Jacobs Foundation conference on "Well-being and Dysfunction Acrossthe Generations: Change and Continuity", Zurich, October

"Measuring and targeting child poverty", IPPR Conference on "Child Poverty",London, November

"Report on the social situation in the European Union; an Irish perspective",European Foundation for Improvement of Living and Working Conditions, Dublin,November

"Getting back to work: the transition from unemployment to work among adultsin 8 European countries", European Science Foundation Conference on "LabourMarket Change, Unemployment and Citizenship in Europe", Helsinki, April

"How unequal? Men and women in the Irish labour market" Irish Congress ofTrade Unions Conference on "Equal Pay", Dublin, April

"Social capital and lone parenthood inIreland", Sociological Association of IrelandConference on "Inclusion and Exclusion in Irish Society", Tralee, November

"Review of critical issues for research in the area of environmental economics",Environmental Protection Agency Meeting, March

E. Morgenroth

E. Morgenroth

E. Morgenroth

E. Morgenroth

E. Morgenroth

E. Morgenroth

E. Morgenroth

B. NolanC.T. Whelan

B. Nolan

B. NolanT. Atkinson,B. CantillonE. Marlier

B. Nolan

B. NolanB. Maitre

B. Nolan

B. Nolan

pJ. O’ConnellH. Russell

H. RussellA. Barrett

H. RussellM. Corcoran

S. Scott

33

102. J.J. Sexton

103.

104.

105.

106.

107.

108.

109.

110.

111.

112.

113.

114.

115.

116.

117.

"The feasibility of providing statistical information on the international mobility ofhunaan resources in science and technology", OECD Seminar on "InternationalMobility of Highly Skilled Workers: From Statistical Analysis to Formulation ofPolicies", Paris, June

"Review of occupational employment forecasting: the experience in Ireland",Russian Federation Conference on "Current Labour Market Issues", Ekaterinburg,October

"Ability grouping in second-level schools", (i) St. Joseph’s College, Lucan, January;(ii) Transition Year Support Services Team, Dublin, May

"Science take-up in second-level schools", Task Force on the Promotion of thePhysical Sciences, Dublin, February

"How schools differ", Southside Partnership Seminar, "Planning for Achievement",Dun Laoghaire, April

"Strategies to counter educational disadvantage in Ireland: a policy analysis",American Educational Research Association Annual Conference, Seattle, April

"Ability grouping in second-level schools", Transition Year SuppOrt Services Team,Dublin, May

(i) "Income in EU SILC: implications of the choice of reference period andproposed target variables"; (ii) "Demography, education and health in EU SILC: anoverview of key issues and proposed target variables"; (iii) "Main activity and workin EU SILC: an overview of key ¯issues and proposed target variables" Meetings ofTask Force on EU-SILC and Working Group of European Community HouseholdPanel, Luxecnbourg, April

"Income target, variables in EU-SILC" Task Force on EU-SILC and Working Groupof European Community Household Panel Meeting, Luxembourg, September

"The living in Ireland survey: structure, fieldwork and uses", Social ResearchMethods Course, Trinity College Dublin, November

"The income questionnaire items in EU-SILC", Working Group on EU-SILC,Eurostat, Luxembourg, December

"Prospects of the Irish economy", German-Irish Chamber of Industry andCommerce Luncheon Meeting, Berkeley Court Hotel, October

(i) "Understanding social exclusion: what can be learned from Irish research?" and(ii) "Social exclusion: overview and research directions", Conference on "Unity andDiversity: The Contribution of the Social Sciences and the Hucnanities to the ERA",Bruges, October

"The role of manufacturing in Ireland’s economies" AT&GWU ManufacturingSecninar, Dundalk, December

"Position paper on social exclusion", to Conference "Towards Innovative Policiesto Assess New Social Policy", Council of Europe, Strasbourg, July

"Explaining levels of deprivatior! in the EU", Stratification Conm~ittee, InternationalSociological Association, University of Berkeley, California, August

J.J. Sexton

E. Smyth

E. SmythC. Hannan

E. Smyth

E. Smyfla

E. Smyth

D. Watson

D. Watson

D. Watson

D. Watson

B.J. Whelan

B.J. Whelan

B.J. Whelan

C.T. Whelan

C.T. Whelan

34

118. C.T. Whelan

119.

120.

121.

122.

123.

124.

125.

126.

127.

"Multiple cleprivation in the European Union", Conference on "Unity and Diversity:The Contribution of the Social Sciences and the Humanities to the ERA", Bruges,Belgium, October

"Exploring inequalities in adult health: specification, assessment and resolution",Conference on "Health Promotion", Sligo, January

"Financing the Irish health system", Higher Diploma in QualiW in Health Carestudents, Royal College of Surgeons, March

"Budgeting for acute hospital services", Senior Registrars, Royal College ofSurgeons, March

"Shaping a healthier future: a strategy for effective healthcare in the 1990s: acritique", the Stakeholders Consultative Forum on the National Health Strategy,Dublin, April

"Health strategy 2001: one health system for all?" SIPTU National NursingConference, Galway, May

"Refonn and renewal of the Irish health system: policy and practice",Joint ESRI/FFS Conference on "Budget Perspectives", October

"The Irish public health system: confidence and conmximmnt" the Health ServicesNational Partnership Forum, Burlington Hotel, October

"Irish health system reform: past, present and furore", SIPTU Health StrategyConference, Dublin, November

"A review of the performance of the Irish health system", Irish Pham~aceuticalHealthcare Association, Dublin, November

M.M. Wiley

M.M. Wiley

M.M. Wiley

M.M. Wiley

M.M. Wiley

M.M. Wiley

M.M. Wiley

M.M. Wiley

M.M. Wiley

XIII ESRI SEMINARS

JANUARY TO DECEMBER 2001

Explaining Levels of Deprivation in the European Union

A Macroeconomic Analysis of Publiclg Funded Health

Sectoral Difference in Labour Market Returns - Evidence from the National ChildDevelopment Study

Persistent Income Poverty and Deprivation in the European Union: An Analysis of theFirst Three Waves of the European Community Household Panel

Fertility Rates in Ireland: Trends and Ps0spects

R. Layte¯ C.T. Whelan

B. MaitreB. Nolan

R. PeccheninoMichigan StateUniversity

S. Yi CheungBrookes College,Oxford

C.T. WhelanR. LayteB. MaitreB. Nolan

T. Fahey

35

Convergence in Living Standards in Ireland: The Role of the New Economy?

Getting Back to Work: The Transition from Unemployment to Work M~ong Adults inEight European Countries

Wage Deprivation in Economies in Transition, Ireland, Spain, Portugal

Conmauting in Ireland: An Analysis of Inter-CounW Con-mauting Flows

Persistent Deprivation in the European Union

Industrial Strategy and Business Planning in Ireland

Are they Really Working? Re-evaluating Market Orientation and Labour MarketProgmnmae Effectiveness in Ireland with PropensiW Score Matching

Choosing for the Children: The Affiliation of the Children of Minoriw-Majority GroupIntermarriages in Finland and in Ireland

Routes into Employment: The Service Sector in Great Britain and Gemlany

Using Social MobiliW Analyses to AsseSs Discrimination in Northern Ireland

Women Returning to Employment, Education and Training: An Analysis of Traditions

Unemployment, Welfare Benefits and the Financial Incentive to Work

J. Fitz GeraldI. Kearney

P.J. O~ConnellH. Russell

J. Fitz GeraldJ. Hore

E. Morgenroth

C.T. WhelanR. LayteB. Maitre

J. Bradley

D. ConniffePJ. O’Connell

R. O’LearyQueen’s UniuersityBelfastB. HalpinUniversity of Limerick

R. MillerQueen’s UniversityBelfast

H. RussellP.J. O’Connell

R. LayteT. Callan

36

RESEARCH PROJECTS 2001

APPENDIX C[Project Title Status Client/Funding Agency Researchers ]

I. DEMOGRAPHYOlder people’s preferences foremployment and retirement in Ireland.

Processes of family formation in Ireland.

Completed National Council on Ageing and T. FaheyOlder People H. Russell

Completed Dept. Social CommuniW and T. FaheyFamily Affairs H. Russell

H. ECONOMETRICS

Approximating distributions of econometrictest criteria.

In progress ESRI own resources D. ConniffeJ. Spencer (QUB)

HI. EDUCATION

At work in school: part-time employmentamong second-level students.

Changes in opportunities and transitionsfor school leavers not going to college1982-1998.

Choosing maths and science: a researchstudy (Educational Policy Research centre).

Comparative analysis of transitions fromeducation to work in Europe (CATEWE).

Comparative study of factors influencingretention in second-level disadvantagedschools.

Continuation of docklands educationdatabase 2000/2001.

Continuing education and training.

Curriculum provision and schoolintegration among first year students.

Eligibility for third level student grants.

Estimated social rates of return toeducational interventions to prevent earlyeducational failure.

In progress Dept. Education and Science S. McCoyE. Smyth

Completed

In progress

Completed

In progress

In progress

In progress

In progress

Completed

Completed

Dept. Education and Science

Dept. Education and Science

European Commission

Dept. Education and Science

Dublin Docklands DevelopmentAuthority

Dept. Education and Science

National Council of CurriculumAssessment

Dept. Education and Science

Dept. Education and Science

D. HannanS. McCoyJ. WilliamsA. Doyle

E. SmythC. Hannan

D. HannanE. SmythS. McCoy

S. McCoyR. Malone (NU/Maynooth)

J. Williams

P.J. O’Connell

E. SmythS. McCoy

E. SmythD. Watson

E. Morgenroth

37

[Project Title Status Client/Funding Agency Researchers 1 .... j

European vocational education an,dtraining research (second report).

Evaluation and analysis of the ad-hocmoclule data on school-to-veork transition.

Evaluation of the transition year

programme.

OECD consultancy.

School leavers’ survey 1999/2000.

Study of early school leavers.

Working together: promoting positivebehaviour in the primary school.

Completed CEDEFOP, Greece A. Barrett

In progress UniversiW of Mannheim/Eurostat E. Smyth

In progress Dept. Education and Science E. SmythC. Hannan

In progress

Completed

in progress

In progress

Dept. Education and Science

Dept. Enterprise Trade andEmployment/Dept. Education andScience

National Youth Foundation, F~S,Dept. Education and Science

Education Dept, Mary InlmaculateCollege Limerick

P.J. O’Connell

J. WilliamsS. McCoy

J. Williams

S. McCoyE. Smyth

IV. HEALTH

Activity in acute public hospitals in Ireland,1990-1999.

Critique of "Shaping a healthier future".

Equity in health - leadership of projecttean’l.

Hospital In-Patient Enquiry (HIPE)/National Perinatal Reporting System(NPRS).

In progress

Completed

In progress

In progress

Dept. Health and Children

Dept. Health and Children

National Economic and SocialForum (NESF)

Dept. Health and Children

M. M. WileyA. CliftonD. MurphyA. MulliganP. Dowling

M. M. WileyP. DowlingR. LayteB. Nolan

B. Nolan

M. M. WileyA. CliftonG. CullenJ. CurleyP. DowlingM. GlynnB. McCarthyS. McDermottM. McKennaA. MulliganD. MurphyS. O’ConnellM. WalkerN. Wall

38

lProject Title Status Client/Funding Agency Researchers ]

Literature review of published material oneconomics and marketing of tobacco.

Public perceptions of the qualiW of publicand private health care in Ireland.

Review of day case activiW in acutegeneral hospitals.

Completed Office .of Tobacco Control

Completed BUPA

In progress Dept. Health and Children

R. LayteH. RussellS. McCoy

D. WatsonJ. WilliamsR. Kinsella

M.M. WileyP. Dovding

V. HOUSING

House condition survey.

House price index.

Housing, generational asset holding, assettrajectories and wealth transfers in Ireland.

Housing, poverty and wealth.

Regional house price indices for Ireland.

In progress

In progress

In progress

In progress

Completed

Dept. Environment J. WilliamsD. Watson

Irish Permanent plc D. Duffy

ESRI own resources T. FaheyB. NolanB. Maitre

Combat Poverty Agency

Irish Permanent Building Society

B. NolanT. FaheyB. Maitre

D. ConniffeD. Duffy

VI. INDUSTRIAL DEVELOPMENT

Cross border trade and trade-related data -a statistical ground clearing exercise.

European Observatory for Small andMedium-size Enterprises.

In progress

In progress

InterTrade Ireland E. O’ MalleyE. Morgenroth

EIM, Netherlands/KPMG/European E. O’ MalleyCommission

VII. LABOUR MARKET

Analysis of the Galway region live registerand follow-up survey.

Assessment of proposals for nationalevaluation projects.

Assessment of the second vocationaltraining survey (CVTS-II).

Can improving low-skilled consumer-services jobs help European jobs growth?

Demand forecasts for skilled engineeringoccupations up to 2005.

In progress

Completed

In progress

In progress

In progress

Dept. Social, Con-mmnity andFamily Affairs, Galway RegionalOffice.

European Commission

BIBB/European Commission

Low wage Employment ResearchNetwork (LOWER), University ofAmsterdam/European Conmlission

FAS

R. Layte

A. BarrettJ.J. Sexton

P.J. O’Connell

G. Hughes

G. Hughes

39

~roject Title Status Client/Funding Agency Researchers --i

European Employment Observatory. In progress SYSDEM Network of Labour J.J. SextonMarket Experts, ECOTEC Researchand Consulting Ltd/EuropeanCommission (DG Employnaent)

Flexible labour. Completed

Improving human capital in EuropeanUnion IT by identifying high level traininginfrastructures existing in EU IT companies.

Labour demand, education and thedynamics of social exclusion.

Labour market studies reports - projectionsfor engineering and computer science/ITprofessionals and technicians 1997-2005.

Labour market adaptability index.

Migration of highly skilled workers.

National survey of vacancies in the privatenon-agricultural sector.

Occupational employment forecasts to2015.

Occupational employment forecasts byregion.

Regular forecasting of training needs:comparative analysis, elaboration andapplication of methodology.

Study defining "employability" and itsrelevance for the management of the liveregister.

Study on workplace bullying.

Survey on flexible working practices andequality.

Surveys of vacancies in (1) private sectorand (2) public sector.

Training programme Russia.

Wages and job quality in the EuropeanUnion.

University of Essex/EuropeanCommission

B. Nolan

Completed European Commission A. Barrett

Completed European Commission A. Barrett

Completed Expert Group on Future Skills, G. HughesForf~s

Completed

Completed

Completed

Completed

In progress

In progress

Completed

Completed

Completed

In progress

Completed

Completed

Algoe/European Comnlission

OECD

FAS

FAS

FAS

Czech Observatory/EuropeanCommission

Dept. Social Community andFamily Affairs

Task Force on the Prevention ofWorkplace Bullying

Dept. of Social Science, UCD

P.J. O’Connell

J.J. Sexton

G. HughesJ. Williams

G. HughesJ.J. SextonC Finn

G. HughesJ. J. SextonC. FinnE. Morgenroth

G. Hughes

A. BarrettJJ. SextonC.T. Whelan

PJ. O’ ConnellJ. Williams

J. Williams

Forffts G. HughesJ. Williams

NEI, Netherlands, European J.J. SextonTraining FoundationUniversity of Amsterdam/Eur0pean B. NolanCommission B. MaTtre

40

iProject Title Status Client/Funding Agency Researchers I

Women returning to education, trainingand employment.

Completed National Women’s Council H. RussellE. Smyth

P.J. O’ConnellM. Lyons (UCD)

VIII. MACROECONOMICS

Appraisal of the macroeconomic impacts ofthe Objective 1 plans: Greece, Spain,Portugal and Ireland.

Assistance in preparation ofmacroeconomic model for structural funds- Estonia.

Construction of a HERMIN model of Latvia.

Consultancy advice on national plan.

Macroeconomics and structural change intransition economies: Common themes inCEE and EU periphery countries.

i¢ledium-term economic review andoutlook for Ireland.

Study of current trends in th& Irisheconomy. Quarterly EconomicCommentary.

Study to develop a model to evaluate themacroeconomic impact of the structuralfunds in East Germany.

Completed

Completed

Completed

Completed

Completed

In progress

In progress

Completed

European Conamission

Government Estonia/EuropeanCommission

FTI Finance Ltd./EuropeanCommission

Government of Poland/WorldBank

European Commission

ESRI own resources

ESRI own resources

DG Ecofin

J. BradleyE. Morgenroth

J. BradleyE. MorgenrothI. Kearney

J. BradleyJ. D. Fitz GeraldI. Kearney

J. Bradley

J. Bradley

J. D. Fitz GeraldI. KearneyD. DuffyJ. Hore

D. McCoyD. DuffyJ. HoreC. MacCoille

J. BradleyE. Morgenroth

IX. REGIONAL STUDIES

Analysis of economic, employment andsocial profile of greater Dublin region.

Border crossings project: study of barriersto, and benefits of, North-South economicco-operation.

Ex-post evaluation of Objective 1 1994-1999 programmes.

Completed,’

Completed

In progress

Dublin Regional Authority

Co-Operation Ireland

Ecotec/European Commission

E. Morgenroth

J. BradleyM. D’Arcy (DSA)M. Morrissey (UU)A. Smyth (UU)

J. BradleyE. MorgenrothJ.D. Fitz Gerald

41

~mject Title Status Client/Funding Agency Researchers

X. RESOURCE ECONOMICS

Air emission accounts.

Centralised anaerobic digestion of wastewaters in sensitive catchments.

Common methods for economicassessment of EU fisheries (CA2).

Compilation of satellite environmentalaccounts for 1996 (for Eurostat).

Compilation of time-series and eco-taxesfor environmental accounts.

Econometric and statistical analyses ofenergy data.

Economic and socio economic analysis ofthe Irish fishing industry.

Effect of weight-based charges for solidwaste services.

Forecasting energy demand.

National study of preferences and attitudesconcerning forest development in Ireland.

Reducing barriers to energy efficiency inprivate and public organisations.

Review of environmental economics.

Survey collecting economic data from theoffshore multi-purpose fleet segment.

In progress European Comnaission Eurostat J. CurtisJ. Eakins

Completed Environmental Protection J. CurtisAgency/University of Galway S. Scott

Completed LEI Netherlands/European J. CurtisCommission

Completed Eurostat J. Curtis

Completed Eurostat

In progress Energy Policy Research Centre

Completed BIM

In progress

In progress

In progress

Completed

Completed

Completed

S. ScottJ. CurtisJ. D. Fitz GeraldJ. Hore

D. Conniffe

J. CurtisJ. Eakins

Environmental Protection Agency J. curtisA. Barrett

Energy Policy Research Centre J. Fitz GeraldI. KearneyJ. Hore

Dept. Marine and Natural J. WilliamsResources S. Scott

F. Trace

University of Sussex/European E. O’ MalleyCommission S. Scott

!,Environmental Protection Agency S. Scott

LEI Netherlands/European J. CurtisCommission

XI. SOCIAL CAPITAL

Values in Ireland, North and South: 1999wave of European Values Survey.

XIL SOCIAL DISADVANTAGE

Absolute poverty in Europe.

In progress

Completed

Atlantic Philanthropies

York University/Eurostat

T. FaheyB. Hayes (QUB)R. Sinnott (UCD)

B. NolanB. MaTtre

42

Project Title Status Client/Funding Agency Researchers J

Allocation of resources within households.

An income and viabiliW study of ruralhouseholcls: income distribution, povertyand economic viabiliW effects of thecomponents of total household outcomes.

Assessment of poverty research initiative.

Basic income in Ireland: study for theWorking Group on Basic Income.

Between integration and exclusion: Acomparative study in local dynamics ofprecarity and resistance to exclusion inurban contexts (BETWIXT).

Dynamics of social change in Europe.

Dynamics of unemployment: longitudinalanalysis of the unemployed in the living inIreland panel surveys.

ECHP 1999, 2000, 2001.

Employment precarity and exclusion.

EU panel analysis.

Examination of sample attrition in Waves 3and 4 of the ECHP.

Follow-up study on the impact of theminimum wage.¯

Monitoring living conditions and quality oflife in the EU.

Completed

In progress

Completed

Completed

In progress

In progress

Completed

Combat Poverty Agency

Dept. of Agriculture ResearchStimulus Fund

Combat Poverty Agency

Dept. of the Taoiseach

European Commission

University of Essex/EuropeanCommission

Combat Poverty Agency

In progress Eurostat

Completed

Completed

Completed

Completed

In progress

Nuffield College, Oxford

University of Essex/EuropeanCommission

Eurostat

Dept. Enterprise, Trade andEmployment

European Foundation for theImprovement of Living andWorking Conditions

B. NolanB. GannonD. WatsonS. Cantillon

M. KeeneyA. Matthews (TCD)

T. Fahey

T. CallanB. NolanJ. WalshJ. McBrideR. Nestor

T. Fahey

R. LayteB. MaitreB. NolanC.T. Whelan

R. LayteP.J. O’Connell

J. WilliamsD. Watson

T. Fahey

B. NolanB.J. Whelan

D. Watson

B. NolanJ. WilliamsD. O’Neill (NU/Maynooth )

R. LayteH. RussellB. NolanC.T. WhelanT. Fahey

IProject Title Status Client/Funding Agency Researchers

Monitoring trends in poverty for theNational Anti-Poverty Strategy (NAPS) 1998data.

Monitoring trends in poverty for theNational Anti-Poverty Strategy (NAPS) 2000data.

National Anti-Poverty Strategy IncomeAdequacy Working Group project.

Pay inequalities and economicperformance (PIEP).

Poverty among farm and non-farm ruralhouseholds.

Social indicators.

Social Welfare Benchmarking andIndexation Group project.

Statistical services in the field of income,poverty and social exclusion.

Unemployment and mental health.

Why is relative income poverty so high inIreland?

Work rich and work poor households.

XIII. SURVEY RESEARCH

Annual business and consumer surveys ofindustry, building, consumers, retail trade andservices

Annual business survey of economic impact "(ABSEI) 2001-2002

Completed

’ In progress

Completed

In progress

Completed

Completed

Completed

Completed

Completed

In progress

In progress

In progress

In progress

Dept. Social Community andFamily Affairs

Dept. Social Community andFamily Affairs

Dept. Social Community andFamily Affairs

London School ofEconomics/European Commission

Dept. Agriculture, Food and RuralDevelopment

Government of Belgium

Dept. Social Community andFamily Affairs

ORC International Ltd and Eurostat

European Commission

Dept. Social Community andFamily Affairs

Dept. Social Community andFamily Affairs

European Commission

Forffis

R. LayteB. GannonB. MaitreB. NolanD. WatsonC.T. WhelanJ. Williams

B. GannonR. LayteB. NolanD. WatsonC.T. Whelan

J. Williams

K.A. Kennedy

B. NolanH. Russell

M. KeeneyB. Nolan

B. Nolan

K.A. Kennedy

D. WatsonR. LayteC.T. Whelan

R. LayteC.T. Whelan

B. NolanT. CallanM. KeeneyB. Ma?tre

R. LayteP. J. O’ConnellH. RussellC.T. WhelanB. Gannon

J. Williams

J. Williams

44

!Project Title Status Client/Funding Agency Researchers 1

Bi-annual survey of investment in Irishindustry.

Capital prices survey

CSO repairs and maintenance

Control survey for on-going inquiry intoSudden Infant Deaths in Ireland

NRB post-programme follow-up survey ofprogramme participants.

Religion and.inequality modules for ISSPinternational research program.

Review of the performance of indigenousexporters

Survey of FAS participants

Survey of Forffis client companies

Survey of participants in the Jobs InitiativeScheme (with Deloitte & Touche).

Survey of prices of capital goods

Survey to monitor the indigenous supplierbase to the Tesco Group.

Surveys of different sectors as part of EMUbusiness awareness campaign

Task Force on preparation of EU-SILC andrelated consultancy projects.

Technical services on sample selection,database construction.

Technical services on sample selection,database construction.

In progress European Commission J. Williams

In progress

In progress

In progress

In progress

In progress

In progress

In progress

Completed

In progress

Completed

Completed

Completed

In progress

In progress

In progress

Eurostat and OECD

CSO

Royal College of Surgeons inIreland

National Rehabilitation Board

International Social SurveyProgram

Enterprise Ireland

F2{S

Forf~s

Dept of Enterprise, Trade &Employment

Planistat, France and Eurostat

Bord Bia and Enterprise Ireland

Forf~.s

Eurostat

Royal College of Surgeons inIreland

Trinity College Dublin

J. Williams

J. Williams

J. Williams

J. Williams

J. Williams

J. Williams

J. Williams

J. Williams

J. Williams

J. Williams

J. Williams

J. Williams

J. WilliamsD. Watson

J. Williams

J. Williams

XIV. TAX AND WELFARE

Comparative analysis of replacement rates- analytical and statistical tools formonitoring EU tax/benefits systems.

Comparative study of tax and child benefitsystems in 22 countries.

Eurom.od: An integrated European benefit-tax model.

In progress

Completed

Completed

Alphametrics UK, EuropeanCommission

UniversiW of York

University of Cambridge/European Commission

T. CallanM. Keeney

B. NolanB. Gannon

T. CallanM. KeeneyJ. Walsh

45

IProject Title Status Client/Funding Agency Researchers

Income redistribution analysis.

MICRESA - Micro-level analysis of theEuropean social agenda: combatingpoverty and social exclusion throughchanges in social and fiscal policy.

Microsimulation forum~SWITCH version3.0.

Reforming tax and welfare.

Secondary and non-cash benefits and theliving standards of beneficiaries.

Tax progressivity and pension taxexpenditures.

Towards a dynamic tax benefit model.

In progress

In progress

In progress

Completed

Completed

Completed

In progress

Dept. of Finance

University of Cambridge/European Commission

Dept. of Finance, Dept. SocialCommun!W and Family Affairs,Revenue Commissioners, NationalEconomic and Social Council,Combat Poverty Agency

Dept. Social. Community andFamily Affairs

Dept. Social Community andFamily Affairs

National Economic and SocialCouncil

Dept. Social Community andFamily Affairs

T. CallanM. KeeneyJ. Walsh

T. CallanM. KeeneyJ. Walsh

T. CallanB. GannonM. KeeneyJ. Walsh

T. CallanM. KeeneyB. NolanJ. Walsh

B. NolanH. Russell

B. NolanB. MaTtre

T. CallanR. LayteJ. Walsh

46

CORPORATE AND INDIVIDUAL MEMBERS OF THE INSTITUTE

APPENDIX D

CORPORATE MEMBERS

3M IRELAND

ABERDEEN ASSET MANAGEMENT

ACCO-REXEL LTD

ACT VENTURE CAPITAL LTD

AER RIANTAAEROBORD LTD

AHCPS

AIB GROUP PLC

AIB INVESTMENT MANAGERS LTD

AMXRACHAMERICAN COLLEGE LIBRARY

AN BORD ALTRANAIS

AN BORD BIA

AN POST

ANDERSEN BUSINESS CONSULTINGARDAGH MANAGEMENT LTD

~IRDSCOIL PHADRAIG

ARNOTTS PLC

ARTHUR ANDERSEN & CO.

ASCON LTDASSOCIATION OF SECONDARY TEACHERS

OF IRELAND

ATHLONE INSTITUTE OF TECHNOLOGY

AUSTRALIAN EMBASSY

BALLYMUN LOCAL EMPLOYMENT SERVICENETWORK

BARRY’S TEA LTD

BAYER LTD

BECTON DICKINSON & CO. LTD

BISHOPSTOWN COMMUNITY SCHOOLBLOXHAM STOCKBROKERS

BNP PARIBAS DUBLIN BRANCH

BOC GASES IRELAND LTD

BOOTS HEALTHCARE LTD .......

BORD FfidLTEBORD IASCAIGH MHARA

BRAZILIAN EMBASSY

BRENDAN LYNCH ECONOMICS LTD

BRITISH EMBASSY

BRUCE-SHAW PARTNERSHIP

BYRNE O CL1~IRIGH LTD

CADBURY IRELAND PLC

CALOR GAS

CANADIAN EMBASSY

CENTRAL COLLEGE LIMERICKCENTRAL STATISTICS OFFICE

CERT LTD

CHAMBERS OF COMMERCE OF IRELAND

CITY OF CORK VEC

CITY OF GALWAY VECCIVIL & PUBLIC SERVICE UNION

CLANCOURT MANAGEMENT LTD

CO-OPERATION IRELAND

CO. CAVAN VEC

CO. CORK VEC

CO. DUBLIN VECCO. KERRY VEC

CO. LIMERICK VEC

CO. LONGFORD VEC

CO. SLIGO VEC

CO. TIPPERARY (NR) VECCOCA-COLA ATLANTIC

COILLTE TEORANTA

COLAISTE DHULAIGHCOLLINSTOWN PARK COMMUNITY COLLEGE

COMBAT POVERTY AGENCY

COMHAIRLE

COMMISSION FOR ELECTRICITYREGULATION

COMMUNICATIONS WORKERS UNION

CONSTRUCTION INDUSTRY FEDERATION

COOK IRELAND LTD

CORK CITY LIBRARY

CORK CORPORATIONCORK COUNTY COUNCIL

CORK COUNTY LIBRARY

CORK INSTITUTE OF TECHNOLOGY

COUNCIL FOR SOCLAL WELFARECOUNTY & CITY MANAGERS’ ASSOCIATION

47

COYLE HAMILTON LTDCRAFrS COUNCIL OF IRELAND

CRH PLCCURTIN DORGAN ASSOCIATES

o

DCC LTDDELOITFE & TOUCHE

DEPARTMENTOFEDUCATION & SCIENCE

DEPARTMENTOFFINANCE

DEPARTMENTOF FOREIGN AFFAIRS

DEPARTMENTOFHEALTH & CHILDREN

DEPARTMENTOF JUSTICE, EQUALITY &LAW REFORM

DEPARTMENT OF SOCIAL, COMMUNITY &

FAMILY AFFAIRS

DEPARTMENT OF THE ENVIRONMENTDEPARTMENT OF THE MARINE & NATU1LAL

RESOURCES

DEPARTMENT OF THE TAOISEACH

DEPT. OF FINANCE & PERSONNEL

DEVELOPMENT PLANNING PARTNERSHIP

DHL INTERNATIONAL (I) LTD

DRESDNER BANK (IRELAND) PLCDTZ PIEDA CONSULTING

DTZ SHERRY FITZGERALD

DUBLIN PORT COMPANYDUN LAOGHAIRE SENIOR COLLEGE

DUNDALK INSTITUTE OF TECHNOLOGYo

EASON & SON LTD

EDUCATIONAL RESEARCH CENTRE, STPATRICK’S COLLEGE

ELI LILLY S.A.

EMBASSY OF FEDERAL REPUBLIC OFGERMANY

EMBASSY OF SLOVENIA

EMBASSY OF SWITZERLANDEMI RECORDS

ENTERPRISE IRELAND

EQUALITY AUTHORITY

EQUALITY STUDIES CENTRE

EUROLOGIC SYSTEMS LTDEUROPEAN COMMISSION

EUROPEAN PARLIAMENT OFFICEo

FACULTY OF APPLIED ARTS DIT

FARRELL GRANT SPARKSFXSFIANNA FfillL

FINE GAEL

FINGLAS CABRA PARTNERSHIPFIRST ACTIVE PLC

FITCH RATINGS LTD

FMC INTERNATIONALFORFASFRENCH EMBASSY

FRIENDS FIRST

FUJI PHOTO FILM (IRELAND) LTD

48

o

GALLAHER (DUBLIN) LTDGALWAY CITY COUNCIL

GALWAY COUNTY COUNCIL

GALWAY COUNTY LIBRARIES

GALWAY-MAYO INSTITUTE OF

TECHNOLOGYGARDA S{OCI-IANA COLLEGE

GLAXOSMITHKLINE

GONZAGA COLLEGE

GOODBODY ECONOMIC CONSULTANTSGOWAN DISTRIBUTORS LTD

GREENCORE PLC

GUINNESS IRELAND LTDo

HARRINGTON BANNON

HARVARD COLLEGE LIBRARY

.HEALTH & SAFETY AUTHORITY

HENDERSON (I) LTD

HENRY FORD & SON LTDHEWLETF-PACKARD (IRELAND) LTD

HIGHER EDUCATION & TRAINING AWARDS

COUNCIL

HIGHER EDUCATION AUTHORITY

HOOKE & MACDONALDHOUSING FINANCE AGENCY

o

IBECICC BANK PLC

ICMSA

ICS BUILDING SOCIETY

IMD-INTERNATIONAL INSTITUTE FORMANAGEMENT DEVELOPMENT

IMPACT

INCHICORE VEC

INDECON (IRELAND) LTDINDIAN EMBASSY

INSTITUTE OF PUBLIC ADMINISTRATION

INSTITUTE OE.TECHNOLOGY, CARLOW

INSTITUTE OFTECHNOLOGY,SLIGO

INSTITUTE OFTECHNOLOGY,TALLAGHT

INSTITUTE OFTECHNOLOGY,TRALEE

INTERTRADE IRELANDINTERVET IRELAND LTD

INTOINVESTEC IRELAND LTD

IRISH ASSOCIATION OF PENSION FUNDS

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INDIVIDUAL MEMBERS

o

BARRETT, Sean

BARRINS, Sinead

BARRY, John P.

BRASSILL, MichaelO

CASEY, Jerome J.

CLANCY, Patrick

COGHLAN, NoelCORLEY, Michael

CRILLY, Kierano

DELANEY, James J.

DOUGLAS, David J.A.DOYLE, Mary

DUECKELMANN-DUBLANY, Gerd

DURKAN, Josepho

FARLEY, Noel J.

FERRIS, Thomas P.

FITZGERALD, Garret

FITZPATRICKI Jimo

GIBLIN, Rev. TomGOGAN, Rev. Brian

GOGGIN, ColmanGUNNE, Dorothyo

HAASE, Trutz

HEALY, Sean J.

HEGARTY, MariaHOFFMANN, Yvonne

KEANE, M.A.O

KEHOE, PatrickKELLY, P.G.

KENNEDY, FinolaKENNY, Penelope

KIRBY, Thomaso

LEONARD, LukeLEYDON, Kevino

McCASHIN, Anthony

McCORMACK, Sr Teresa

McEVOY, P.J.

MEAD-FOX, David C.

MURI~HY, Michael J.

50

O’BRIEN, Patrick E.

O’BRIEN, Peter

6 C1~IDIGH, Muiris

O’DONOGHUE, Brendan

¯ ’KELLY, Kevin

0 NUALLAIN, RuairiO’REGAN, Liam

O’RIORDAN, Manus

QUINN, Michael P.

QUINN, Gerard-0

REID, Odran

ROCHE, W. F.

ROWAN, Patrick D.

SHEEHAN, John

WALSH, T.K.

WRIGHT, Gerard

51

AP P ENDIX E

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2001

53

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company Limited by Guarantee and not having a Share Capital)

FINANCIAL STATEMENTS FOR THE YEAR ENDED31 DECEMBER 2001

TABLE OF CONTENTS

Council members and other information

Council report

Report of the Comptroller and Auditor General

Statement of accounting policies

Income and expenditure account

Balance sheet

Cash flow statement

Notes to the financial statements

Page

55

56

57

58

59

60

61

62-67

54

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company Limited by Guarantee and not having a Share Capital)

COUNCIL MEMBERS AND OTHER INFORMATION

COUNCIL MEMBERS W.G.H. Quigley CB (President)Joseph F. Harford (Chairman)

Brendan J. Whelan (Director)David BeggG.T. Paul ConlonDonal de BuitleirConnell FanningMary FinanMaureen GaffneyDonal GarveyPatrick GearyBrian GeogheganPaul HaranJohn Hurley

Michael KellyAlan Matthews

Michael J. MeagherStephen Mennell (British)Donal NevinTomfis F. O CofaighMaurice O’ConnellMarie O’ConnorKen O’HaraWilliam RocheRoelof Schierbeek (Dutch)Noel SheehyEdmond SullivanThomas K. WhitakerPadraic A. White

AUDITORS The Comptroller and Auditor GeneralTreasury BuildingDublin CastleDublin 2

BANKERS Bank of IrelandLower Baggot StreetDublin 2

SOLICITORS McCal"*n Fitzgerald2 HarbeSurmaster PlaceCustom-House DockDublin 1

SECRETARY andREGISTERED OFFICE

’ Gillian Davidson4 Burlington RoadDublin 4

55

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company Limited by Guarantee and not having a share.Capital)

COUNCIL REPORT

The council members present their report and the financial statements for the year ended 31 December

2001.

Principal activitiesThe ESRI undertakes research designed to provide knowledge relevant to solving the major economicand social issues in Ireland.Health & SafetyThe ESRI is committed to the implementation of the requirements of the Safety, Health and Welfare atWork Act, 1989 to ensure the health and safety of all employees and visitors to the Institute. A writtensafety statement has been prepared and is being implemented in accordance with the Act.Prompt Payments of Accounts Act, ~1997

The ESRI is included as a listed purchaser of goods in the schedule to the Prompt Payments of AccountsAct, 1997. Since 2 January 1998 the Act has come into operation and the ESRI has complied with theprovisions of the Act. In accordance with the Act and guidelines issued by the Department of Enterprise,Trade and Employment, the following information is provided.

Procedures established to ensure compliance with the ActThe ESRI has procedures in place to ensure that all invoices are paid within the time limits specified onthe invoices or the statutory time limit if no period is specified. While the procedures are designed toensure compliance with the Act, they can only provide reasonable and not absolute assurance againstmaterial non-compliance with the Act. These procedures operated in the period under review and nolate payment interest has been incuri’ed by the ESRI during the year.EqualityThe ESRI is an equal opportunities employer.AuditorsUnder Section 5 of the Comptr011er and Auditor General (Amendmen0 Act, 1993 it is the responsibilityof the Comptroller and Auditor General to audit the financial statements of the Institute.

STATEMENT OF COUNCIL RESPONSIBILITIES

The council members are required to prepare financial statements on a going concern basis which givea true and fair view of the state of affairs of the company and of the profit or loss of the company forthe year. In preparing those financial statements, the council members.are required to:¯ select suitable accounting policies and then apply them consistently.¯ make judgements and estimates that are reasonable and prudent.¯ prepare the financial statements on the going concern basis unless it is inappropriate to presume

that the company will continue in business.¯ disclose and explain any material departures from applicable accounting standards.The council members are responsible for keeping proper accounting records which disclose withreasonable accuracy at any time the financial position of the company and to enable them to ensurethat the financial statements comply with the Companies Acts, 1963 to 2001. To ensure that properbooks and accounting records are kept in accordance with Section 202 of the Companies Act, 1990, thecompany has employed appropriately qualified personnel and has maintained appropriate computei’isedaccounting systems. The books of account are located at the company’s registered office at 4 BurlingtonRoad, Dublin 4. They are also responsible for safeguarding the assets of the company and hence fortaking reasonable steps for the prevention and detection of fraud and other irregularities.

BrendanJ. Whelan Council Member

Date: 2 August 2002

Joseph F. Harford Council Member

56

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

REPORT OF THE COMPTROLLER AND AUDITOR GENERAL

I have audited the financial statements on pages 58 to 67 under Section 5 of the Comptroller andAuditor General (Amendment) Act, 1993.

Respective Responsibilities of the Council Members and of the Comptroller and AuditorGeneral

The accounting responsibilities of the Council of the Institute are set out in the Council Report on page56. It is my responsibility, based on my audit, to form an independent opinion on the financialstatements presented to me by the Council and to report on them.

Basis of Opinion

In the exercise of my function as Comptroller and Auditor General, I conducted my audit of thefinancial statements in accordance with auditing standards issued by the Auditing Practices Board andby reference to the special considerations which attach to State bodies in relation to their managementand operation.

An audit includes examination, on a test basis, of evidence relevant to the amounts and disclosures inthe financial statements. It also includes an assessment of the significant estimates and judgements madein the preparation of the financial statements, and of whether the accounting policies are appropriate tothe Institute’s circumstances, consistently applied and adequately disclosed.

I planned and performed my audit so as to obtain all the information and explanations that I considerednecessary to provide me with sufficient evidence to give reasonable assurance that the financialstatements are free from material misstatement whether caused by fraud or other irregularity or error. Informing my opinion, I also evaluated the overall adequacy of the presentation of information in thefinancial statements.

Opinion

I have obtained all the information and explanations that I consider necessary for the purpose of myaudit.

In my opinion, proper books of account have been kept by the Institute and the financial statements,which are in agreement with them and have been properly prepared in accordance with the CompaniesActs 1963 to 2001, give a true and fair view of the state of the Institute’s affairs at 31 December 2001and of its deficit and cash flow for the year then ended.

In my opinion, the information given in the Council Report is consistent with the financial statements.

Gerard SmythFor and on behalf of theComptroller and Auditor General

15 August 2002

57

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

STATEMENT OF ACCOUNTING POLICIES

The principal accounting policies adopted by the company in determining the amounts included in thebalance sheet and in determining the results for the year are as follows:

1, Basis of accountingThe financial statements are prepared under the accruals method of accounting and the historicalcost convention.

2. Grant-in-aidThe income from this source represents the grant allocation in respect of the year.

,Fixed assetsTangible fixed assets are shown at cost less accumulated depreciation. Depreciation is charged in.the income and expenditure account, on a straight line basis, at the annual rates set out below, soas to write-off the assets, adjusted for estimated residual value, over the expected useful life ofeach appropriate category.

Computer equipment 33.3%Other equipment, fixtures and fittings 20%

A full year’s depreciation is provided for in the year of acquisition.

.Leased assets’I~easing arrangements that transfer substantially all the risks and rewards of ownership to thecompany, finance leases, are capitalized at the arm’s length cash price of the asset. Theoutstanding capital element of the related rental obligations is included in creditors. The excess ofthe total rentals payable over the amount capitalized is treated as interest and is charged to theincome and expenditure account in proportion to the capital element outstanding under the lease.Rentals in respect of operating leases are charged to the profit and loss account as incurred.

,SuperannuationThe pension entitlements of employees are funded through Superannuation schemes. The pensioncosts relating to the schemes are assessed in accordance with the advice of qualified independentactuaries and are charged to the income and expenditure account on an accruals basis. Thedifference between the charges to the income and expenditure account and the contributions paidto the schemes are included as assets or liabilities in the balance sheet.Post-retirement pension increases which are not a liability of the pension funds are paid by theESRI.

58

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2001

Notes 2001 2001 2000 2000Income IR£ £ IR£

Grant-in-Aid 1,947,000 2,472,i80 1,766,405 2,242,872Commissioned Research 1 3,705,299 4,704,759 3,376,890 4,287,766Miscellaneous Income 2 196.02~ 248.898 ~ 190.769Total Income 5,848,322 7.425.837 5.293,538 6.721.407

ExpenditureSalaries and Superannuation 3 3,907,580 4,961,603 3,361,785 4,268,586Direct Project Expenses 4 979,813 1,244,106 896,464 1,138,274Establishment 5 499,449 634,170 514,0,60 652,722Administration 6 555.118 704.854 555.148 704.893

5.941.960 7.544.7:53 5.327.457 6,764,475

(DEFICIT)/EXCESS OF INCOMEOVER EXPENDITURE

(118:896) ~

There are no recognised gains or losses, other than those dealt with in the Income and ExpenditureAccount.

The statement of accounting policies and the attached notes numbered 1 to 17 form an integral part ofthese financial statements and should be read in conjunction therewith.

Council Member: Joseph F. Harford

Council Member: BrendanJ. Wheian

Secretary: Gillian Davidson

59

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

BALANCE SHEET AS AT 31 DECEMBER 2001

Fixed AssetsTangible assets

Notes

7

2001 2001 2000 2000IR£ 6 IRA

Current AssetsStock of stationeryStock of printed materialsDebtors and prepaid expensesCash at bank and on hand

Current LiabilitiesSundry creditors and accrued expensesBank overdraft

5O0 635 5OO 635500 635 500 635

954,651 1,212,156 1,131,494 1,436,701

~ 6.59 811

1.289:911 1,637.849 1:133.133

9 1,360,360 1,727,301 875,248 1,111,336249.9 5

1.560.360 1,727,301 1,125.183 1,428.688

Net Current Assets/(Liabilities) (70,449) (89,452) 7,950 10,094

Creditors (amounts falling clue after morethan one year)

Net Assets

10

Lz41 4&!a 2_0K

Financed by:Accumulated Funcl 12 ~ 89.741 ~a4,.3.£5

The statement of accounting policies and tile attached notes nunlbered 1 to 17 form an integral part of thesefinancial statements and should be read in conjunction therewith.

Council Member: Joseph F. Harford

Council Member: BrendanJ. Whelan

Secretary: Gillian Davidson

6O

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

CASH FLOW STATEMENT FOR THE YEM~, ENDED 31 DECEMBER 2001

Reconciliation of operating surplus/(deficit) to net cash inflow/(outflow) from Operating Activities

Excess/(Defici0 of income overexpenditure

Adjustment for non-operating items:Bank interest receivableBank interest payableFinance lease interestDepreciation chargesDecrease in stocksDecrease/(Increase) in debtorsIncrease in creditorsNet cash inflow

2001 2001 2000 2000IR£ � 1R£ £

(93,638) (118,896) (33,919) (43,068)

(128) (163) (58) (74)11,329 14,385 7,992 10,148

251 319 3,510 4,457100,021 127,000 97,557 123,872

770 978176,843 224,545 (492,439) (625,269)498.960 ~ 421.276693,638 880,739 4,689 5,954

CASH FLOW STATEMENT

Net Cash Inflow/(Outflow) fromOperating Activities

693,638 880,739 4,689 5,954

Returns on Investmentsand Servicing of Finance

Interest receivedInterest paidLease interest paid

128 163 78 99(16,129) (20,480) (4,282) (5,437)

(251) ~ ~ 44.(¢d5_~(16,252) (20,636) (7,714) (9,795)

Capital Expenditure.

Financing:Lease capital payments

Increase in Cash

Reconciliation of net cash flow tomovements in net funds

(Decrease)/increase in cash in yearNet (debt)/funds at 1 January 2001Net (debt)/funds at 31 December 2001

Analysis of change in net (debt)/funds

At beginning of yearCash FlowsAt end of year

(84.781) (107.650) (108.668) (137.980)592,605 752,453 (111,693) (141,821)

C9.048~ ~ ~583,557 740,964 (130,907) (166,218)

583,557 740,964 (130,907) (166,218)(249.2963 (316.5413 (118.3893 (150.3233334,261 424,423 (249,296) (316,541)

Cash at Bank Bank Total Totaland in hand Overdraft IR£

639 (249,935) (249,296) (316,541)249,935 58~.557 74O,964

334,261 334,261 424,423

61

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

¯ (A Company limited by Guarantee and not having a Share Capital)

NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED31 DECEMBER 2001

1. Commissioned Research

Commissioned ResearchTransfers from ESR TrustCovenant Income

2001 2001 2000 2000IR£ ~ IR£ �

3,455,299 4,387,324 3,126,890 3,970,331250,000 317,435 230,000 292,040

- 20,000 25.395

3:705:299 4,704.759 3,~76:890 4~287,766

2. Miscellaneous Income

Members’ subscriptionsSale of publicationsMiscellaneous income

2001 2001 2000 2000IR£ ~ IR£ g

111,486 141,557 82,875 105,2-2959,311 75,310 52,848 67,10325.226 ~ 14.520

Z48ag~ ~ X9k2_~

3. Staff Wages and Salaries

3.1 The number of persons employed (full-time equivalents) including casual and short-term contract staff in the financial year was 82 (2000: 82). Total permanent staff (fl]ll-time equivalents) employed in the year was 63 (2000: 61).

3.2 The salaries and superannuation costs were incurred as follows:

ResearchSurvey unit administration and

technical staffClerical and other staffHospital-In-Patient Enquiry (HIPE)/

Perinatal Reporting SystemAdministrationSuperannuation and Employer’s PRSI

2001 2001 2000 2000IR£

~" IR£ e1,710,777 2,172,238 1,500,835 1,905,667

373,916 474,776 360,570 457,829524,766 666,315 476,606 605,165

339,501 431,077 240,290 305,106157,529 200,021 136,989 173,940801.091 1,017,176 646,495

3,907,580 4:961,603 3,,%1:785 4,26&586

3.3 The charge to salaries includes costs of IR£9,454/~12,004 (2000: IR£11,354/E’14,417)incurred in respect of the production of The Economic and Social Review. (See Note 14)

62

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

.

,

,

Direct Project Expenses

Consultants and Network Partners

Field Staff Fees and Expenses

Travel

2001 2001 2000 2000

IR£ 6" IR£ 6

119,998 " 152,366 410,195 520,840

785,670 997,595 394,913 501,436

~ 9_!_,3_5/ 115.9981:244.106 896.464 1:1~8:274

Establishment Costs

Rent & Rates

Heat, light, maintenance and cleaning

Depreciation

2001 2001 2000 2000

IR£ ~ IR£ 6

309,568 393,070 308,085 391,187

89,861 114,100 108,418 137,663

100,020 127.000 97.557

The Company occupies premises at 4 Burlington Road, Dublin 4 under a 63 year lease which

commenced on 27 March 1969.

Administration

FellowshipsPrinting and Stationery

Postage, insurance, telephone and general

Computer Costs

TravelLibrary books, and subscriptions

Professional Fees

Audit Fees

2001 2001 2000 2000

IR£ � IR£ �

6,000 7,618 7,000 8,888

149,368 189,659 151,822 192,774

191,994 243,781 189,457 240,561

80,342 102,013 93,000 118,086

41,018 52,082 33,310 42,295

57,473 72,976 49,03,7 62,264

23,923 30,376 27,102 34,413

iooo ~ 4.420

63

7.

,

.

10.

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

Tangible AssetsEquipment,

Computer fixtures.andequipment fi" ttings Total

IR£ IR£ IR£Totalg

Cost:

At beginning of year 384,128 184,726 568,854 722,296Additions 59,090 25,692 84,782 107,650Disposals ....

........................................

At end of year ~ ~ 6_53+6_3~

Accumulated Depreciation:At beginning of year 321,314 91,175 412,489 523,753Provided in year 62,410 37,611 100,021 127,000Disposals ....

........................................

At end of year 333~2Z4 ~ ~

Net book value at end of year 59.494 81.632

Net book value at beginningof year ~ ~

Debtors and Prepaid Expenses

2001 2001 2000 2000IR£ ~ IR£ £

826,831 1,049,858 1,019,143 1,294,045127.820 162.298 112..351 142.656

Revenue from projectsOther debtors and prepaid

expenses

Creditors and Accrued Expenses

1,212,156 1,131,494 1,436,701

2001 2001IR£

148,170 188,137208,710 265;007

1,003,480 1,274,157

2000IR£

118,337

747,863

9,048

Payroll taxesValue Added TaxOther creditors and accrued

expensesObligations under finance leases

Creditors (kanounts falling due after more than one year)

2001 2000~£

Obligations under finance leases

2001IR£

2000£

150,257

949,59O

1,111,3~6

2000

64

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

11. TaxationThe company is exempted from liability to corporation tax under Section 227 Schedule 4 of theTaxes Consolidation Act 1997.

12. Accumulated Fund

Accumulated ft, nd at beginning of yearExcess (Deficit) of income over expenditureAccumulated fund at end of year

2001 2001 2000 2000IR£ ~ IR£

164,315 208,637 198,234 251,705(118,896") ~

70,677 89,741 164,315 208,637

13. Commitments - Capital and Others13.1 Capital Commitments:

The company had neither contracted for, nor had the council members authorised, anycapital expenditure at the balance sheet date.

13.2 Operating Leases:Leasing commitments payable during the next twelve months amount to 6387,270 madeup as follows:

Payable on leases which expireWithin two to five yearsAfter five years

Fixtures and Lease ofFittings Property Total

8 g g

~87,270 ~87.270387,270 387,270

14. Related CompanyAt 31 December 2001 the following related undertakings were in existence.

(a) Economic and Social Research Trust:The Trust was established in 1992 as a company limited by guarantee by the ESRI(which nominates its membership) to assist by way of funding The Economic andSocial Research Institute in the promotion of research. In 2001 the Trust transferredfunds to the ESRI of IR£250,000/~317,435 (2000: IR£230,000/g292,040). At 31 December2001 the company had net assets of IR£1,447,091/~1,837,427 (2000: IR£1,450,062/~1,841,199).

(b) Economic and Social Studies:This is an associated company established in 1969 at.the initiative of the ESRI to fosterand promote the education of the Irish public in the social and economic sciences withparticular reference to economic and social conditions in or affecting Ireland.

15. Contingent Liabilities

The council members were not aware of any material contingent liabilities at the balance sheetdate.

65

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

16. Pensions

Superannuation benefits are conferred by the ESRI under two superannuation schemes:¯ Supervisors, Clerical and Other Administrative Staff¯ Research Staff Scheme

Both schemes are defined benefit schemes. The benefits are funded by contributions from the employerand are also funded by contributions from employees in respect of spouses and children’s pensions.The contributions are transferred to a managed fund administered by trustees appointed by the ESRI.

Pension increases in the Research Staff Scheme are in line with changes in salaW rates in the ESRI.Under the rules of the Research Scl~eme the Scheme is not deemed liable for increases to pensions inpayment. Such increases were historically met from Institute revenue. However, since 1 August 1993 theInstitute contribution rate paid has made some allowance for some pre-funding of pension increases foractive members. From 1 January 2002 .it is the Instimte’s intention to fully pre-fund pension increases.

Actuarial Valuation

The latest actuarial valuations for the schemes were at 1 August 1999 using the attained age method offunding. The assumptions which have the most significant effect on the results of the valuation arethose relating to the rate of return on investments and the rate of increase in salaries and pensions. Itwas assumed that the investment returns would be 7 per cent per annum, that real salary increaseswould be 5 per cent per annum and that present and future pensions would increase at the rate of 3.5per cent per annum.

The total market values of the assets of the schemes at thai date were IR£8,086,400/~10,267,610(actuarial valuation was IR£7,162,100189,093,991). The actuarial value represented 98 per cent of the

benefits that had accrued to members at the date of valuation.

Contributions and related administration costs of the superannuation funds charged for the year were

IR£483,663/~614,125 of which IR£50,803/~64,507 was accrued at 31 December 2001.

FRS 17 Valuation

A new accounting standard, Financial Reporting Standard 17 - Retirement Benefits (FRS 17), was issuedin November 2000. The standard has introduced significant changes in the way pension costs are dealtwith. The standard does not become mandatory until 2003, however as part of the transitionalprovisions companies must disclose by way of note the effect on the balance sheet as at 31 December2001 of adopting FRS 17.

"t .The valuation used for FRS17 disclosure has been based on a full actuarial valuation at 1 August 1999

and updated at 31 December 2001 by a qualified actuary to take accotmt of the requirements of FRS17in order to assess the scheme liabilities at 31 December 2001. Schemei assets are stated at their marketvalue at 31 December 2001. In accordance with the transitional arrangements for the introduction ofFRS17 the following information is given by way of note only. I

66

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

(A Company limited by Guarantee and not having a Share Capital)

The financial assumptions used to calculate scheme assets and liabilities under FRS17 are

Discount Rate 6.00%Salary Increase Assumption 4.00%Inflation 2.25%Pension Increases

Clerical Scheme 2.00%Research Staff Scheme 3.00%

Expected Return on AssetsEquities 8.50%Bonds 5.50%Property 7.00%Cash 3.00%

Value as at 31 December 2001IR£

Equities 6,991,405 5,506,179Property 746,557 587,961Bonds 2,007,633 1,581,140Cash 495,689 390,387Insured Assets 1.143.924 900.91~Total Market Value of Assets 11,385,208 8,966,580Value of Past Service Liabilities (13.585.150) (10.699.175")

Deficit in Scheme (2,199,942) (1,732,595)

Included in the FRS figures is the cost of that portion of pensions, which is paid from the currentrevenue of the Institute rather than from the pension scheme. Mso included is the cost of additionalbenefits introduced since the last valuation, which will be funded by the ESRI in furore contributions to

the scheme.

The current contribution rate paid by the Institute takes account of these additional costs with the aim ofpre-funding all post retirement benefits and is deemed sufficient until the next valuation, which is due

at 1 August 2002.

17. Approval of Financial Statements

The Financial Statements were approved by the Executive Committee on 2 August 2002.

67

ESRI

THE ECONOMIC AND SOCIAL RESEARCH INSTITUTE

4 BURLINGTON ROAD DUBLIN 4 IRELAND

TELePHONe: (353-1) 667 1525 FAX: (353-1) 668 6231

www.esri.ie

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