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7/31/2019 RHDR Zagreb.fin

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Proposal for a

Regional HumanDevelopment Report on

Social InclusionSouth East Europe Forum on Social

Inclusion

Zagreb, Croatia 27.11.2008Dr. Dorothy RosenbergSocial Policy Advisor, Consultant BRC


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Why Social Inclusion?

Effectiveness of prior applications ofSocial Inclusion analysis:

Thematic Studies:

Roma (2002, 2006)

HIV/AIDS (forthcoming)

NHDRs:

Croatia (2006) Bosnia and Herzegovina (2007)

Montenegro (forthcoming)


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Why A Regional Report?

Significance in European Union

Increasing recognition of interdependence ofpolitical stability, sustained economic growth,

and social policy Recent experience in New Member States

Relevance in current and future EUCandidate countries

Potential usefulness throughout ECISRegion


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Complementary Concepts

Human Development Absolute individual right to develop inherent

capacities and participate in the activities ofthe community without shame.

Human Rights-Based Approach Individual civil, political, social and economic

rights guaranteed by Universal Declaration andinternational conventions

Social Inclusion Individual right to full participation in society

and obligation to address formal and informalinstitutional and social barriers


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Report Objective

To support regional and national povertyreduction and social inclusion advocacyefforts and policy development with

examples drawn from practice andstatistical evidence applying astandardized set of definitions andindicators and using technically robust

methods.


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Report Goals

Introduce a common understanding of the socialinclusion conceptthat is linked to human developmentand is relevant for the region;

Improve the evidence base by building a more robust statistical picture of patterns of

exclusion in the region developing a unified measurement approach with

indicators/indices proposing methodologies to measure the social exclusion of

otherwise hidden population groups; and

Analyze policy impacts and options, providingguidance to policymakers on successful inclusive policy

choices in the economic, social and cultural spheres (withan emphasis on achieving the MDGs).


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Report Policy Impact

Increase awareness of the relevance ofexclusion to political stability and sustainableeconomic growth in ECIS countries and theimportance of social inclusion policies amongnational and international stakeholders;

Provide a human development approach tosocial inclusion (particularly in terms ofdeveloping a methodological basis foridentifying pockets of poverty and socialexclusion, which can contribute to the OMC

process in EU member states); and Serve as a resource for programmatic follow up

and entry points for East-East cooperation,reinforcing European Social Charter and theLisbon Strategy+


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Report Structure

Regional Overview Report Concepts, evidence, policy options

Regional data inventory

Regional resources, populations and fragility maps

Background studies Social Inclusion Perception Survey Instrument

Common Definitions and Indicators

Summary Country survey results

Eight (8) in-depth Country Studies Context, evidence, policy option

Country SI Perception survey results

Programmable proposals


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Regional Overview Report: ResearchComponents

the conceptual basis for socialinclusion;

socio-economic evidence showing

patterns and causes of exclusion,including the effects of risinginequality on social solidarity; and

policy options, institutions, andinstruments to promote socialinclusion


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Regional Overview Contents:

1. Theoretical basis: HD, HRBA, SI2. Political and economic effects of transition.3. Inequality, Insecurity, Fear of future, and

effects current economic crisis.

4. Impact on Social Solidarity and Social Inclusion5. Examples of effective responses6. Inventory of available data7. Regional ethnic, resources, infrastructure and

fragility maps8. Background studies


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Regional Background StudiesEach Background study will consist of a stand-alone text

report and a graphic representation to be included as anAppendix to the report: Inventory of legal frameworks on HR and protection of ethnic,

social and linguistic minorities, rights of disabled (other?) (DGTTF)

Institutional change in new EU members in response to socialinclusion policies (CD)

Access to Justice - secure title, realization of legal guaranteesfor members of vulnerable groups (DG TTF)

Migration effects on social solidarity/social inclusion in homecountry and in receiving country. Temporary labour migrationand/or permanent relocation (Global HDR)

Access to credit -- formal vs. community based

Social Enterprises (study complete) Volunteerism study (UNV)


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Country Study Contents

1. Theoretical foundation: HD, HRBA, SI2. Country experience of political and economic

transition, and current situation.3. Inequality, Insecurity, Fear of future, and

effects of current economic crisis.4. Impact on Social Solidarity and Social Inclusion5. Inventory of available country data6. Social Inclusion Perception Survey results7. National ethnic, resources, infrastructure and

fragility maps


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Social Inclusion Perception Survey

Block 1: Quantitative: Age, sex, maritalstatus, number of children, householdliving arrangements, educational level,employment status, types of incomesources, self-identification ethnicity.

Block 2: Qualitative: Behavioral attitudes,social networks, access to and quality ofservices accessed, participation.

Block 3: Mapping territory of surveylocation (sampling clusters)


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Participating Country selection criteria

Access to raw data sets

Political feasibility

CO cooperation and logistical-organizational support

Co-funding


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Preliminary List of Potential ParticipatingCountries

New EU member states Western Balkans:

Bosnia and HerzegovinaMacedoniaSerbia

Turkey Western CIS:

ArmeniaBelarusUkraine

Moldova Central Asia:

KyrgyzstanTajikistanUzbekistan


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Project Manager

Susanne Milcher

Social Inclusion Specialist

Project Board

Senior Beneficiary

RRs of 8 COs (2 COs from

each sub-region)

Executive

PP Team LeaderSenior Supplier

Andrey Ivanov, Human

Development Adviser

Project Assurance(by Steering Committee and Peer

Reviewers)Project Support

Professional Staff Coordinator,

Research Assistant

Project OrganizationalStructure

TEAM A

Regional Survey Team and 8 National

Survey Teams

TEAM C

8 National Teams: Team Leader

and Chapter Heads

TEAM B

Writing Team: Lead Author, Chapter

Heads, Cartographer


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Partnerships and Consultations

European Commission: The report will identify pockets ofpoverty and exclusion in EU member states, can improvecoordination with the EC and support capacity for socialinclusion statistics and policies.

Other UN agencies:The report can promote Delivering asOne by engaging UN agencies at national and regional

levels (e.g. UNICEF, ILO) with expertise in social inclusion. Other bi-lateral and multi-lateral development

organizations: The report can improve cooperation andcoordination with the UK Department for InternationalDevelopment, the Nordic group, and others which lead inanalysis of social exclusion and support to social inclusion

policies. COs and HQ: UNDP COs, RBEC, BDP, HDRO, BCPR, and

BRSP will be involved in all stages. COs and HQ havecommented on concept note and prodoc. Participating COswill be supported in national stakeholders consultations ateach phase and can to use the report as an advocacy tool as

well as project proposal formulation.


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Timeframe

The project will be conducted over a 24 monthperiod, beginning in 1 January 2009 andcompleted by 31 December 2010 (subject totiming of resource mobilization and partnership

agreements).

For detailed timeline and work-plan, please seedraft project document


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Available Household- and Individual-level

Surveys in the Europe and CIS Region*LSMS Albania, Bosnia and Herzegovina, Latvia, Serbia, Tajikistan

HBSAzerbaijan, Belarus, Bosnia and Herzegovina, Croatia, FYR Macedonia, Georgia,

Hungary, Kazakhstan, Kyrgyzstan, Moldova, Serbia, Slovenia, Tajikistan,

LFSAlbania, Bosnia and Herzegovina, Hungary, Latvia, Moldova, Russian Federation,

Serbia, Slovak Republic

MICSAlbania, Belarus, Bosnia and Herzegovina, FYR Macedonia, Georgia, Kazakhstan,

Montenegro, Serbia, Tajikistan, Turkmenistan, Ukraine, Uzbekistan

DHS Azerbaijan, Moldova, Turkey, Ukraine

ESSBulgaria, Cyprus, Hungary, Latvia, Poland, Romania, Russian Federation, Slovak

Republic, Slovenia, Ukraine

WVSAlbania, Armenia, Azerbaijan, Belarus, Bosnia and Herzegovina, Bulgaria, Croatia,Czech Republic, FYR Macedonia, Georgia, Kyrgyzstan, Latvia, Lithuania, Malta,

Moldova, Montenegro, Poland, Romania, Russian Federation, Serbia, Slovak

Republic, Slovenia, Turkey, Ukraine

*POST 2001, except Surveys collected for specific to studies.

LSMS: Living Standards Measurement Survey, HBS: Household Budget Survey, LFS: Labour Force Survey, MICS: MultipleIndicator Cluster Survey, DHS: Demographic and Health Survey, ESS: European Social Survey, WVS: World Values Survey


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Contacts for further Information

Project Manager: Susanne Milcher,Social Inclusion [email protected]

Senior Supervisor: Andrey Ivanov,Human Development [email protected]
mailto:[email protected]:[email protected]

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