Transcript Document
Social Inclusion in EU
Harald Hauben
Team Leader, Social Inclusion Expert
Proiectul Phare 2006 “Asistenţă tehnică pentru promovarea
campaniei naţionale de conştientizare în domeniul incluziunii sociale”
Ministerul Muncii,
Familiei şi
Protecţiei Sociale
Presentation
Concept of “social inclusion”
Open Method of Co-ordination
EU social policies mid 2009
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Presentation
Concept of “social inclusion”
Open Method of Co-ordination
EU social policies mid 2009
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“Social Inclusion”
No commonly agreed fixed definition in EU
Often reference to ‘social exclusion’
Definitions vary
relation with poverty
Insufficient and inappropriate social
participation or social integration
.........
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Characteristics “Social
exclusion”
Exclusion is related to society norms / context
at a given moment
Differences between countries
Changing norms in country
Exclusion is consequence of decisions/actions
of other people/organisations/institutions
Exclusion implies limited future
perspectives of affected individuals/groups
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Characteristics “Social
Exclusion”
Individuals/groups experience different levels
of disadvantages which themselves lead to
increased vulnerability and ends with a series
of multiple, persistent and interconnected
disadvantages
= dynamic, complex and multidimensional
process implying the denial or lack of
resources, rights, good and services and
the incapacity to participate in normal
relations and activities most people in society
have access to
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Dimensions of “Social
Exclusion”
Exclusion from
Exclusion from
Exclusion from
housing,..)
Exclusion from
proper resources (poverty)
labour market
services (transportation,
social relationships
= multidimensional
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“Active Inclusion”
Introduced on 2006 through different
‘communications’ from EC
2008 EC Recommendation on active
inclusion
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Commission Recommendation
2008 on “Active Inclusion”
Objective : to guide EU MS in their
strategies to tackle poverty
MS Active inclusion policies should target
Integration into sustainable and quality
employment of those who can work
Provide resources sufficient to live a life
in dignity for those who cannot
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Commission Recommendation
2008 on “Active Inclusion”
Recommendations to MS to design and
implement an integrated comprehensive
strategy for active inclusion of people
excluded from labour market based on
Adequate income support
Inclusive labour markets
Access to quality services
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Commission Recommendation
2008 on “Active Inclusion”
Active inclusion policies require
Mix of policy measures in 3
strands
Co-ordination between agencies
delivering inclusion policies
Coordination between EU,
national, regional and local level
Involvement civil society
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Commission Recommendation
2008 on “Active Inclusion”
Use Structural funds (ESF) to support
active inclusion policies
Take measures to inform all citizens –
including least privileged - about their
rights and available support
Improve indicators and information
systems
Monitor and evaluate active inclusion
policies under the OMC in co-operation
with the SPC / EMCO and with support of
PROGRESS programme
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Presentation
Concept of “social inclusion”
Open Method of Co-ordination
EU social policies mid 2009
13
OMC : rationale
EU has limited competence in employment
and social field
MS face similar reform challenges in
economic, employment and social areas
Globalization
New ICTs
Demographic change (ageing)
Instrument to support MS reform efforts
Political coordination without legal constraints
Voluntary self-evaluation process
Learning from each other
Flexible and decentralised method
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What is OMC ?
Method of EU to co-ordinate policy
developments of member states in policy areas
that are subject to the subsidiarity principle;
Created in 1997 under the EES ; extended now
to several other policy fields (education and
training, youth, social inclusion and social
protection, ...);
The ‘Social OMC’ combines 3 previous existing
OMCs : social inclusion, pensions and
health/long term care
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OMC Background
Strengthened OMC (2008)
Improve visibility
More interaction with other policies
Streamlined ‘Social’ OMC Process (2006)
Social Inclusion + Pensions + Health / LTC
Overarching objectives
Interact positively with revised Lisbon Strategy
Simplied reporting procedures
Lisbon Strategy for growth and jobs
(2000)
Social Inclusion and modernised social protection systems as key
elements to achieve goals of strategy
European Employment16 Strategy (1997)
The cycle of the Social OMC
Common
objectives and
policy priorities
National
Strategy Reports
Commonly agreed indicators
Joint Report on Social
Protection and Social
Inclusion
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Open Method of Coordination
common objectives
Community Action Programme
> supranational strategic goals
> guidelines & timetables
agreed indicators
> promote cooperation
> benchmarking
> transnational exchange of best practice
monitoring & evaluation
> establish quantitative & qualitative indicators
translating EU objectives
into national/regional policies
> publication of European reports analysing & assessing
the national policies
> giving supranational recommendations
> National Action Plans
Effects of OMC
Agreeing on common objectives
creates…
…political obligation
…political legitimacy to reforms
OMC develops…
…a partnership approach: partnerships between
Member States and with all stakeholders
…a preventive approach, avoiding costly mistakes
…transparency of policies
OMC acts as a catalyst for policy
development at EU, national and local levels
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OMC Objectives for SP and SI cycle 2008-2010
OVERARCHING OBJECTIVES
• Social cohesion and equality for all
• Interaction between Lisbon strategy & Sustainable development strategy
• Good governance, transparency, stakeholder involvement
Eradication of poverty
and social exclusion
Adequate
and sustainable
pensions
Accessible, high-quality
And sustainable
Health Care and LTC
Access for all to
resources, services &
Non-discrimination
Adequate level
Universal access
Active social inclusion
Financial sustainability
Quality
Transparency
Rational use
of resources
Policy coordination
Stakeholder involvement
Social OMC : cycle 2008-2010
MS produced in autumn 2008 National
Strategic Reports on social protection and
social inclusion
Joint Report adopted by Council in March
2009
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Presentation
Concept of “social inclusion”
Open Method of Co-ordination
EU social policies mid 2009
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2009 … 2010
2010 : The end of a cycle
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2009 … 2010
Lisbon strategy (2000-2010) : EU > most
dynamic, knowledge based economy in the world,
capable of sustainable economic growth with more
and better jobs and greater social cohesion
European Employment strategy (by 2010)
70 % employment rate
60 % women employment rate
50 % older workers employment rate
Barcelona targets on child care facilities (2010)
90 % of children between 3 - schoolgoing age
33 % of children below 3
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2009 … 2010
Revised Social Agenda (July 2008) until 2010
Sets out the main policy actions and initiatives in wide
range of areas (employment, social affairs, education,
health, non discrimination,..)
3 pillars
Creating opportunities
Providing access
Demonstrating solidarity
7 priority areas (combating social exclusion)
Set of 21 policy documents (mainly soft law)
3 proposals for directives
6 communications
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2009 … 2010
Revised Social Agenda (July 2008) until 2010
Priority 5 : combating poverty and social exclusion
2008 EC communication on re-inforcement OMC
2008 First biennial report on social services of
general interest
2008 EC Recommendation on active social inclusion
Plans to take initiatives
Improvement digital literacy
Broadband deployment in unserved areas
Accessibility information society for PwD
Financial inclusion
Report on Barcelona targets
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2009 … 2010
Social OMC 2008-2010
2010 European Year of combating poverty and
social exclusion
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2009 … 2010
2010 : The beginning of a new
post Lisbon cycle ?
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2009 … 2010
New European Parliament & Commission
Impact financial and economic crisis on
employment and social fields (Economic
Recovery Plan)
Preparation post Lisbon strategy (2010-2015)
including new EES, new ‘social agenda’, new
cycle for OMCs
Adopion treaty
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Thank you
Proiectul Phare 2006 “Asistenţă tehnică pentru promovarea
campaniei naţionale de conştientizare în domeniul incluziunii sociale”
Ministerul Muncii,
Familiei şi
Protecţiei Sociale
Social OMC : cycle 2008-2010
Three overall Common objectives
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Social OMC : cycle 2008-2010
Common objectives for the 3 strands
Eradication of poverty and social exclusion
Access for all to resources, rights and services,
preventing and addressing exclusion and fighting
discrimination that lead to exclusion
Active inclusion of all
Well co-ordinated inclusion policies involing all
government levels and civil soceity &
mainstreaming into all public policies
Adequate and sustainable pensions
Affordable, high quality and sustainable health
and long term care
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