Food for thoughts on prepaing the country reports in Gini

1. Food for thoughts on prepaing the country reports in Gini István György Tóth Gini CoCoCo meeting UVA/AIAS 22-23 October 2010 Amsterdam

2. 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)

3. Aims of (expectations towards) the country reports (as set out in DoW) • „Presentnational levels and trends in inequalitiesand impacts together with the ‘national story’ of relevant policies and institutions.” (p32) • „evaluating the significance of the international comparative findings, and where possiblefill gaps that are left by the international data” (p32) • Serve asinput 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 willfunction in a way similar to the National Action Planswhich 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 toincrease awarenessof the overall project” (p104) Suggestion: focus on 1-3 and be careful with 4-5!

4. 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!

5. 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??

6. 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?

7. 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?

8. 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)

9. 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?

10. 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?

11. 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)

12. Potential surveys for a comparative „country fiche” approach • EU-SILC • LIS http://www.lisproject.org/data-access/lissy-registration.htm • ESS http://ess.nsd.uib.no/register.html • ISSP, EVS, Eurobarometer https://info1.gesis.org/ZaCat • WVS http://www.wvsevsdb.com/wvs/WVSData.jsp?Idioma=I

13. Thanks

14. Illustrations to potential harmonized country reports (EU-SILC data):Figure 1 Country stories in „lower inequality” EU countries (Gini coefficients, 95% confidence intervals, 2004-2008 survey years) Source: SSO 2010 AR draft 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.

15. Illustrations to potential harmonized country reports (EU-SILC data):Figure 2Country stories in „medium inequality” EU countries (Gini coefficients, 95% confidence intervals, 2004-2008 survey years) Source: SSO 2010 AR draft

16. 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) Source: SSO 2010 AR draft

17. 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

18. ECHP and EU-SILC availability in Europe

19. LIS European datasets

20. Availability of national surveys