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The 2008-2010 National Strategy Reports on Social Protection and Social Inclusion. EFSC workshop – National analyses, reports and strategic concepts to prepare the new National Strategies 2008 - 2011  Brussels, 5th May 2008. 1.

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The 2008-2010 National Strategy Reports on Social Protection and Social Inclusion

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The 2008-2010 National Strategy Reports on Social Protection and Social Inclusion

EFSC workshop – National analyses, reports and strategic concepts to prepare the new National Strategies 2008 - 2011 

Brussels, 5th May 2008

Luca PIROZZI – European Commission - DG EMPL – Unit E2Directorate-General for Employment, Social Affairs and Equal Opportunities ─ Unit E2


The previous cycle of streamlined national strategic reports 2006-2008

Key messages on child poverty

The preparation of the 2008-2010 National Strategy Reports on Social Protection and Social Inclusion

The role of the EU networks

Outline of the presentation

The previous cycle of streamlined national strategic reports 2006-2008

What happened before: the 1st cycle

2006: full reporting year - NSRs 2006-2008

First National Reports covering all three strands: social inclusion, pensions, health and long term care

Results -> Joint Report 2007: key issues on social inclusion: active inclusion & child poverty


What happened before: the 1st cycle

2007: “light” (thematic) year - child poverty

SPC questionnaire on child poverty and well-being

ISG Task force on monitoring child Poverty & Well-being

Independent experts reports on child poverty

Contributions by EU stakeholder & networks

SPC peer review on 4 October 2007

Results -> Joint Report 2008: child poverty, strengthening OMC working methods


2008 Joint Report - Key overall message

  • Social and economic policies can and should be mutually supportive

  • In recent years social protection reforms and social inclusion policies have contributed to higher growth and more jobs

  • Still, more needs to be done to ensure that the benefits of an improved economic framework reach those at the margins of society and enhance social cohesion

2. Key messages on child poverty

How many children live in poverty in the EU?

  • In 2006, 19% of children were at risk of poverty, against 16% for the total population

  • In most EU countries children are at a greater risk of poverty than the rest of the population, except in Denmark and Finland (10%), Slovenia (12%), Cyprus (11%), Germany (12%) and Belgium (15%)

  • In almost half of the EU countries, the risk of poverty for children is above 20%, reaching 25% in Italy, Lithuania, Hungary and Romania, and 26% in Latvia and Poland

At-risk-of poverty rate in the EU (%) –children and total – 2006

Source: SILC(2006) - income year 2005 (income year 2006 for IE and the UK); except for BG and RO - estimates based on the national Household Budget Survey

Country groupings

Group A (AT, CY, DK, FI, NL, SE, SI): countries performing well on all fronts achieve lowest poverty rates -> They need to continue monitoring child poverty, since in some of them it has recently increased

Group B (BE, CZ, DE, FR, EE, IE): countries with high numbers of children living in jobless households -> Policies aimed at making work pay and at enhancing access to quality jobs for those parents furthest away from the labour market are needed

Country groupings

Group C (HU, MT, SK, UK): countries with high levels of joblessness and in-work poverty among parents -> Child poverty partly alleviated through relatively efficient transfers, or because of strong family structures. Policy mixes needed to enhance labour market access for parents in jobless households' and second earners and to provide adequate in-work income support

Group D (EL, ES, IT, LV, LT, LU, PL, PT): countries with high levels of child poverty, very high levels of in-work poverty and low impact of social transfers -> they need to adopt comprehensive strategies to better support families’ income and enhance labour market situation of parents, especially for second earners

Street children

  • MSs address this group through various strategies such as:

    • the UK's strategy on young runaways

    • the Youth Homelessness Strategy (IE)

    • the centre for combating child begging (IT)

    • and social services for street children, street social work and district social work (HU and BG).

  • UK reports that a lot of children live in families that are financially excluded -> one in twelve households have no access to a bank account and 30% of people living in such households are children

    • A strategy has been developed to provide access to banking services, affordable credit and free face to face money advice

Child Poverty and Well-Being in the EU - Report

  • recommendations – including on reinforcing statistical capacity

    • carry out evaluation of extent to which EU-SILC and LFS provide the “minimum database” required for an internationally comparable assessment of the situation of children and their families

    • make full use of data available from both statistical surveys and administrative sources + consideration to give to reinforcing statistical capacity at sub-national level to monitor the role of policies implemented at regional/local levels

    • Need better monitoring of situation of most vulnerable children -> MSs encouraged to review different sources of data available from statistical surveys & administrative sources to monitor their situation

    • assess whether available international data sources can supplement existing national and/or transnational sources

3.The preparation of the 2008-2010 National Strategy Reports on Social Protection and Social Inclusion

National Strategy Reports 2008-2010

  • Guidance note adopted by the SPC on 5 February 2008 after consultation of stakeholders

  • Insistence on stakeholder involvement in preparation + through all stages of policy cycle

  • New Strategies based on assessment of progress re 2006 priorities / JR07 challenges: long-term, structural issues continuity

Guidance note : Introduction

Submission date: NSRs should be submitted by 15th September 2008 or if additional time is needed for political endorsement, no later than by 30th September 2008

Size and structure: max. 65 pg.(excluding any complementing annexes, where appropriate)divided as follows:

Common Overview and summary messages

Part 1

max 10 pages

National Action Plan on Social Inclusion (NAP-Inclusion), including

succinct Progress Report

Part 2

max 20 pages

National Strategy Report for Pensions, including succinct Progress


Part 3

max 20 pages

National Strategy Report for Healthcare and Long-term Care,

including succinct Progress Report

Part 4

max 15 pages


Guidance note : common overview

Part 1 - Common overview

1.1 Assessment of the social situation (4 pages):

Economic, social, demographic context

Trends, challenges, risk factors, groups at risk, gender gaps

New: a specific section should address main social aspects of integration of migrants & ethnic minorities (ISG will provide guidelines)

Guidance is strong on interaction between OMC and Growth & Jobs strategy + new paragraph on interaction with the SDS

1.2 Overall Strategic Approach (+/- 5 pages):

3 common overarching objectives:

(a) Strategy aimed at social inclusion, social protection, social cohesion, gender equality, equal opportunities

(b) Mutual interaction with the Jobs & Growth and the Sustainable Development Strategy

(c) Good governance, transparency and involvement of stakeholders


Guidance note : NAPs/Incl. (1)

Section 2.1 Progress in relation to 2006-2008 NSRs and challenges identified in the 2007 Joint Report (4 pages)

New: It should be made clear how policy lessons have been deduced and how strategy has been adapted with a view to reinforcing impact -> look in particular at areas where progress has been scant

Section 2.2 Key challenges, Priority Objectives and Targets(4 pages)

MSs are again invited to focus on 3 to 4 priorities with a view to making a decisive impact on eradication of poverty

Suggested need for continuity: reminder that child poverty and active inclusion emerged as priorities in previous round


Guidance note : NAPs/Incl. (2)

Suggested new focus: social integration of migrants and ethnic minorities would warrant more attention

But MSs should determine their own priorities on the basis of evaluation of progress and challenges that were identified

EY2010 for combating poverty and social inclusion is announced

Targets should be set

Reference to the recommendations of the ISG Task-force on child poverty


Guidance note :Better Governance

Preparation process

Policy coordination

Mobilization and involvement of actors


Monitoring and evaluation arrangements


4. The role of the EU networks

… a strategic partnership …

  • EU networks play a key role in representing, promoting & defending rights/interests of their constituencies at EU level -> an important contribution to make in context of the OMC

    • 2007 PROGRESS Call for proposals launched with a view to selecting EU-level networks to work with Commission and receive EC support on stable/regular basis for 2008-2010

    • Framework partnerships concluded with key actors in the areas of: combating poverty & social exclusion/discrimination; promoting gender equality & integration of disabled people; representing Roma people

    • In area of combating poverty/exclusion -> 12 networks, including EFSC

Social inclusion networks & NRS/SPSI

  • promote involvement and active role of national member organisations in developing, implementing, monitoring and evaluating

  • ensure that these take account of the experience of people exposed to poverty

  • develop/reinforce contacts & cooperation with public officials

  • support Commission’s analysis

  • including through contacts with the independent social inclusion experts -> encouraged to take account of key stakeholders’ views in their countries esp. national members of EU Networks

Preparation process

  • a real strategic planning process or just a reporting exercise?

  • integration with key national policy making processes

  • extent and depth of consultations with stakeholders

    • improvements in consultation and participatory approaches

    • arrangements for involving stakeholders on an ongoing basis in implementation, monitoring and evaluation of plans

  • involvement of regional/local levels of governance

  • extent of public and political discussion (e.g. National Parliaments, media)

Overall strategic approach

  • overall assessment of strengths / weaknesses

  • extent of progress since last round

  • Consistency and continuity of priorities

  • increase in ambition

  • clear allocation of resources and responsibility

  • synergies with other strands

  • clarity of overall objectives and targets

  • extent of feeding in and feeding out and quality of examples

  • quality of monitoring and evaluation arrangements (institutional arrangements; involvement of relevant actors; relevance of indicators; impact assessment; independent assessment)

  • progress on governance arrangements (political leadership & responsibility; mainstreaming and coordination; mobilisation and involvement of actors; progress in involving regional/local authorities)

Thank you for your attention

For more information on EU Social Inclusion Strategy


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