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Food for thoughts on prepaing
the country reports in Gini
István György Tóth
Gini
CoCoCo meeting
UVA/AIAS
22-23 October 2010
Amsterdam
• Country reports „will present for each of
the countries covered the results of an
integrated approach based on the
analytical approaches of the four work
packages framing this in the national
contexts of the public and political
debate on inequalities and the nation’s
realities of policymaking.” (p32 of DoW)
Aims of (expectations towards) the
country reports (as set out in DoW)
•
•
•
•
•
„Present national levels and trends in inequalities and impacts together
with the ‘national story’ of relevant policies and institutions.” (p32)
„evaluating the significance of the international comparative findings,
and where possible fill gaps that are left by the international data” (p32)
Serve as input to Final report
„Our objective here is to formulate detailed and concrete policy
recommendations to reduce problematic inequalities in various
spheres, particularly education, employment and income.” … „country
reports will function in a way similar to the National Action Plans which
EU member states submit in the context of the OMC processes
Employment and Social Inclusion, i.e. to help identify 'best practices".”
(p101)
„Country Reports will serve as a vehicle to increase awareness of the
overall project” (p104)
Suggestion: focus on 1-3 and be careful with 4-5!
Deliverables, milestones
• Draft of D7.1-D7.6. reports and draft GFP
(D7.7.), decision on country groupings: M23
(deadline for D7.7) or M24 (MTC in BUD)
• D7 Country Reports 1–6 and GFP: M30
• D8 Country reports 7-25: M33
The Amsterdam meeting is at M9!
Coverage: content
Areas to be covered :
• Inequalities
• Policies and policy outcomes
Issues to be discussed:
•What Inequality dimensions?:
•Income distribution
•+education? + health? + labour market? + what else?
•What inequality measures?:
-Overall distribution measures
-Poverty?
-Polarization?
•Policies and policy outcomes (which outcomes?)
•.. social impacts and political/cultural impacts?
•.. attitudes?
•Debates??
Coverage: countries
•
•
Six sample reports: (BE+LU, HU, IE, IT, UK, NL)
Special case: non EU reports (USA, JAP, CAN, AUT)
•
Altogether 25 Country Reports covering 29 countries in total
•Issues to be discussed:
– How to handle the combined reports (GE+LU, SK+CZ, LT+LV+EE)
– What about internal regional divisions (in BE: F+W, in US: states, in
EU27:NUTS2?)
– Status of countries in combined reports?
Format
Sample reports:
recent OECD reports on „Sickness, disability and work”, „Jobs for youth”,
„Ageing and employment policies”, „Jobs for immigrants”.
• Tárki/Applica child poverty report?
Issues to be discussed
• Length?
• What level to harmonize?
–Chapter structure level
–Executive summary with policy recommendations?
… and with analytic suggestions for the Final report?
–Time periodicization
–Dimensions
–Measures?
Procedures, deadlines, etc.
• General preparatory discussion of General Format Proposal
(now)
• Discussion of GFP draft (by CoCoCo .. and associates?),
formation of country report experts working group for the six
partner countries at Y1 Meeting
• Production of drafts of six sample reports
• Finalization of GFP at Midterm conference (together with four
WP reports)
• Progress-and-comparison workshops for country report
groupings (4 or 5 countries each)
What inputs for the reports?
• „the results as reported in the four work package
reports” (Q1: in what forms? Q2: is not there a
problem of timing here?)
• National data on inequalities, policies and policy
debates,
Issues to be discussed:
•What about pre-prepared country fiches?
Dilemmas
• Level of detail in harmonisation vs reflection
on national specificities
• Centralisation vs local expertise
• To what extent do we build upon discussion
paper results?
Suggestion: a three-level guideline
to be prepared
• Level 1: centrally pre-prepared country profiles
(comparative data summarized for each
countries, with international benchmarks),
based on available international datasets
(example: Tárki child poverty report)
• Level 2: centrally prepared detailed questionnaire
for areas not covered on level 1 (example:
OECD GU)
• Level 3: questions about areas of country
specificities (worked out by national country
teams)
Potential surveys for a comparative
„country fiche” approach
1. EU-SILC
2. LIS http://www.lisproject.org/data-access/lissy-registration.htm
3. ESS http://ess.nsd.uib.no/register.html
4. ISSP, EVS, Eurobarometer https://info1.gesis.org/ZaCat
5. WVS http://www.wvsevsdb.com/wvs/WVSData.jsp?Idioma=I
Thanks
Illustrations to potential harmonized country reports (EUSILC data):
Figure 1 Country stories in „lower inequality” EU countries (Gini coefficients,
95% confidence intervals, 2004-2008 survey years)
Slovenia
Denmark
Sweden
39
39
37
37
35
35
33
33
31
29
31
29
27
27
25
25
23
23
39
37
35
33
31
29
27
25
23
21
21
21
04
05
06
07
04
08
05
Czech Republic
06
07
08
04
05
Netherlands
06
07
08
07
08
Austria
39
35
33
31
29
27
25
23
21
04
05
06
07
39
39
37
35
33
31
29
27
25
23
21
37
08
37
35
33
31
29
27
25
23
21
04
05
Finland
06
07
08
04
05
06
Germany
39
39
37
37
35
35
33
33
31
29
Source: SSO 2010 AR draft
31
29
27
27
25
25
23
23
21
04
05
06
07
08
21
04
05
06
07
08
Note: Data in Figures 1 to 3 come from EU-SILC 2005-2009, where available (except for of HU04 and PL04,
where data comes from other sources, downloaded from NewCronos.
Illustrations to potential harmonized country reports (EUSILC data):
Figure 2 Country stories in „medium inequality” EU countries (Gini coefficients,
95% confidence intervals, 2004-2008 survey years)
Belgium
39
37
35
39
37
35
33
31
29
27
33
31
29
27
25
23
21
25
23
21
04
05
06
Slovakia
France
07
08
39
37
35
33
31
29
27
25
23
21
04
05
Luxemburg
06
07
08
25
23
21
05
06
07
08
04
05
06
08
Ireland
39
37
35
33
31
29
27
33
31
29
27
25
23
21
25
23
21
06
07
25
23
21
04
39
37
35
05
08
33
31
29
27
Italy
04
07
39
37
35
33
31
29
27
06
06
Hungary
39
37
35
05
05
Cyprus
39
37
35
33
31
29
27
25
23
21
04
04
07
07
08
Source: SSO 2010 AR draft
04
05
06
07
08
Illustrations to potential harmonized country reports
(EU-SILC data):
Figure 3 Country stories in „higher inequality” EU countries (Gini
coefficients, 95% confidence intervals, 2004-2008 survey years)
United Kingdom
Spain
Estonia
39
37
35
39
37
35
33
31
29
27
25
23
21
39
37
35
33
31
29
27
33
31
29
27
25
23
21
04
05
06
07
08
04
05
Poland
06
07
08
33
31
29
27
25
23
21
06
07
08
04
05
06
07
08
06
07
08
07
08
39
37
35
33
31
29
27
25
23
21
04
05
06
Source: SSO 2010 AR draft
39
37
35
33
31
29
27
25
23
21
39
37
35
33
31
29
27
25
23
21
05
06
Latvia
Portugal
04
05
Lithuania
39
37
35
05
04
Greece
39
37
35
33
31
29
27
25
23
21
04
25
23
21
07
08
04
05
06
07
08
EU-SILC data
EU-SILC countries
2003: BE, DK, GR, IE, LU, AT
2004: EU 15 - GE, UK, NL
2005: EU 25- MT+NO+IS
2007: EU 25-MT +NO+IS
2007: EU 27-MT-FR +NO+IS
EU SILC special blocks
2005: intergenerational transmission of poverty,
2006: social inclusion,
2007: Housing,
2008: financial exlusion/overindebtedness,
2009: non-material poverty
ECHP and EU-SILC availability in Europe
ECHP
AT
BE
BG
CY
CZ
DE
DK
EE
ES
FI
FR
GR
HU
IE
IT
LT
LU
LV
NL
MT
PL
PT
RO
SE
SI
SK
UK
Total
1994 1995 1996 1997 1998 1999 2000 2001 2003
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
EU-SILC
2004
2005
1
1
1
1
2006
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
24
1
1
1
1
24
1
1
1
1
24
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
15
1
15
1
15
1
15
1
15
1
15
1
15
1
15
5
12
2007 2008
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
25
LIS European datasets
Country
Austria
Belgium
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hungary
Ireland
Italy
Luxembourg
Netherlands
Poland
Romania
Slovak Republic
Slovenia
Spain
Sweden
United Kingdom
Code
AT
BE
CZ
DK
EE
FI
FR
DE
GR
HU
IE
IT
LU
NL
PL
RO
SK
SI
ES
SE
UK
Wave I.
Wave III
Wave V Wave VI
Wave II. around
Wave IV around
around
around
around
around
1985
1995
1980
1990
2000
2004
.
.
1987
.
1994/1995/1997
2000
2004
.
.
1985
1988/1992
1995/1997
2000
2004?
.
.
.
1992
1996
2002*
2005**
.
.
1987
1992
1995
2000
2004
.
.
.
.
.
2000
2005**
.
.
1987
1991
1995
2000
2004
.
1979/1981
1984A/1984B
1989
1994
2000
2005?
1973/1978
1981
1983/1984
1989
1994
2000
2004
.
.
.
.
1995
2000
2004
.
.
.
1991
1994
1999
2005
.
.
1987
.
1994/1995/1996
2000
2004**
.
.
1986/1987
1989/1991
1993/1995
1998/2000
2004
.
.
1985
1991
1994/1997
2000
2004
.
.
1983/1986*/1987
1991
1994
1999
2004**
.
.
1986
1992
1995
1999
2004
.
.
.
.
1995/1997
.
.
.
.
.
1992
1996
.
2005**
.
.
.
.
1997
1999
2004
.
1980
.
1990
1995
2000
2004
1967/1975
1981
1987
1992
1995
2000
2005
1969/1974
1979
1986
1991
1994/1995
1999
2004
Historical
Databases
Availability of national surveys
Belgium
Czech Republic
Denmark
Finland
France
Germany
Greece
Hungary
Ireland
Italy
Netherlands
Poland
Portugal
Spain
Sweden
United Kingdom
Mikrozensus
Administrative tax statistics
Sociální situace domácností v 2001
The Danish Law Model System
Finnish income distribution survey
Enquête budget de familles
Socio-Economic Panel
Household Budget Survey
HouseholdPanel Survey
Household Monitor Survey
1984-
Every year
1992-1997
1998-2001; 2003-
Living in Ireland Survey
Bank of Italy Survey on Household
1989Income and Wealth
Income Panel Survey
CHER panel database for Poland
Inquérito aos Orçamentos Familiares
Wage Structure Survey
Household budget survey
Longitudinal integration database for
health insurance and labour market
studies
British Household Panel Survey
Every year
1998-2001,
annual, then
every second
year
Every second
year
1995, 2002, 2006
20062004
Once
Every year
Every year
1991-
Every year
http://www.diw.de/en/soep
http://www.tarki.hu/adatbank-h/panelcd/english/index
http://www.tarki.hu/en/research/hm/
http://www.bancaditalia.it/statistiche/indcamp/bilfait/d
http://www.ine.es/en/prodyser/micro_salarial_en.htm
http://www.ine.es/en/prodyser/micro_epf2006_en.htm
Available
http://www.scb.se/Pages/List____257743.aspx
http://www.iser.essex.ac.uk/survey/bhps