Statistics Portugal

March 2016

UNSC

«

“The Portuguese Experience On

Measuring the Social Economy”

... and the way ahead...

2

1. Social Economy Satellite Account (2010)

2. Survey on Volunteer Work (2012)

3. Work in progress: Social Economy

Satellite Account (2013)

4. The way ahead: Methodological

developments

«

3

National Accounts:

Structured

representation,

simplified and

coherent of the

economic activity,

allowing international

comparisons

Social Economy?

4

National

Accounts

“Routine” /

concluded Agriculture

Forestry

Environment

Health

Tourism

Non-profit

institutions Social

Economy

Energy Environmental

goods and

services Environmental

Protection

Expenditure

Sports

Culture

Sea

Satellite Accounts in Statistics Portugal

In development…

4

5

1. Social Economy Satellite Account (2010)

2. Survey on Volunteer Work (2012)

3. Work in progress:

4. The way ahead...

«

6

Phase 3

Phase 2

Phase 1

• Social Economy Satellite Account 2010

• Phase 2 + Cooperatives + Mutuals + Volunteer Work

• Satellite Account on Non-profit institutions 2006

• Phase 1 + Other non-profit institutions

• National Accounts 2006

• Non-profit institutions serving households (S15)

“Am

eric

an

pers

pe

ctiv

e”

“Euro

pean

pers

pe

ctiv

e”

1. Social Economy Satellite Account (2010)

7

Methodology and conceptual framework

Satellite Account for

Social Economy

Handbook on Non-Profit Institutions in the System of National (UN)+ Manual for

drawing up the satellite accounts of companies in the social

economy: co-operatives and mutual societies (CIRIEC)

European System of Accounts (ESA 95)

1. Social Economy Satellite Account (2010)

8

Main sources of information

• National Accounts working tables;

• Simplified business information (IES);

• Labour force survey;

• Already existing surveys on Environmental NGOs, mutual aid-associations, Professional

organizations, etc.

• Social security: Budget and Accounts of Private Institutions of Social Solidarity;

• Ministry of Finance: “Foundation census”;

• Social Security: Remuneration statements;

• …

National

Accounts

Adm

inis

trative d

ata

1. Social Economy Satellite Account (2010)

9

Compilation process...

Universe Economic account…

Employment

1. Social Economy Satellite Account (2010)

10

Conta

Satélite das

ISFL

Multi - dimensional

Institutional

Sectors

Industries /

“ICNPO (adapted to social

economy)”

“Groups” of entities

of social economy

1. Social Economy Satellite Account (2010)

11

Cooperatives Mutuals

Holly Houses

of Mercy Foundations

Associations

and OSEO

Modular

Institutional

Sectors

Industries /

“ICNPO (adapted to social

economy)”

“Groups” of entities

of social economy

1. Social Economy Satellite Account (2010)

12

“Private

Social

Welfare

Entities”

Modular

Institutional

Sectors

Industries /

“ICNPO (adapted to social

economy)”

“Groups” of entities

of social economy

1.Social Economy Satellite Account (2010)

13

1. Social Economy Satellite Account (2010)

Main results

Social Economy Satellite Account

(April 2013):

http://www.ine.pt/xportal/xmain?xpid=INE&xpgid=i

ne_publicacoes&PUBLICACOESpub_boui=1575

43613&PUBLICACOEStema=55557&PUBLICAC

OESmodo=2

14

1. Social Economy Satellite Account 2010)

Main results

• In terms of contribution to

national economy and

compared to other activities

GVA

Activities

Employment

Average compensation

• In terms of financial

situation

Net borrowers

Transfers & subsidies

….

….

15

1. Social Economy Satellite Account (2010)

2. Survey on Volunteer Work (2012)

3. Work in progress:

4. The way ahead...

«

16

ILO Manual

International

Harmonization

Methodological and

conceptual reference:

Manual on the

Measurement of

Volunteer Work

2. Survey on volunteer work (2012)

17

Pilot survey on volunteer work 2012

(module to Labour Force Survey 3ºQ 2012)

Record time (<1 year from conception to publication)

Statistics Portugal

(Several departments)

Simplified version

National Accounts

Social Statistics

Informatics

Statistical Methods

Data collection

8 questions

• Kind of Volunteer Work

(formal/informal)

• (regular/occasional)

• Kind of organization

• Tasks

• Length

2. Survey on volunteer work (2012)

18

Pilot survey on volunteer work 2012 (simplified version)

Q0. Who answers?

Q1. Tell me, please, did you carry out, if in the last 12 months, some kind of volunteer work?

Q2. Was the volunteer work done for some organization or directly to other individuals not living in your

household?

Q3. Now think only about the organization to which you devoted most time. Can you indicate the type of

organization for which you did this volunteer work?

Q4. Could you describe the main activity of this organization?

Q5 (a). Could you describe at most 3 tasks that you have carried out for this organization?

Q5 (b). Could you describe at most 3 tasks that you have carried out directly to other individuals not

living in your household?

Q6. Now consider the volunteer work to which you devoted most time. Was it regular or occasional?

Q7. In the last 12 months, on average, how many hours per week did you devote to volunteer work?

Q8. In the last 12 months, how many hours did you devote to that occasional activity?

Introductory

questions

If formal VW

(or both)

If formal (or both)

If informal (or both)

If regular

If occasional

2. Survey on volunteer work (2012)

19

• Very specific and sensitive theme,

different from the theme of the main

survey (LFS)

• Possibility of proxy answer

• Socially “well valued” activity

• “Simplified” version of the ILO Manual

model

Lessons & Weaknesses:

• Difficulties in granting acceptance

and commitment in the answer

• Weak (?) quality of the answers

• Possible overvaluation of the

answers (in particular in the declared

hours of the volunteer work)

2. Survey on volunteer work (2012)

20

Strengths:

Use of the best practices and international recommendations;

Use of the Labour Survey as “vehicle operation”:

Standardization of statistical methods

Sample selection and dimension, ensuring representativeness

Robust methodology

Use of advanced technologies in information collecting (CAPI and

CATI);

Sociodemographic characterization of the interviewed

Opportunity but sensitivity of the theme

relevant and pioneer statistical information

2. Survey on volunteer work (2012)

21

volunteer work in Social Economy organizations corresponds to

approximately

90% of formal volunteer work.

volunteer work, expressed in FTE, represents around

40% of Employment (FTE) of Social Economy.

2. Survey on volunteer work (2012)

Volunteer work and Social Economy

22

• Volunteer rate: 11.5%

(1 million and 40 thousand volunteers)

• Female Volunteer Rate is higher, in any

kind of volunteer work (formal/informal)

Volunteer rate, by sex and type of volunteer work

11,5

5,9 5,8

10,3

5,7

4,8

12,7

6,26,8

0

2

4

6

8

10

12

14

Total Formal Informal

%

Total Men Women

2. Survey on volunteer work (2012)

Main results in Sociodemographics

23

• Volunteer rates are higher in the

age groups 25-44 (13.1%) and 45-

64 (12.7%)

• Formal Volunteer work is higher

in younger age groups: age15-24

(8.3%)

• Informal Volunteer work is more

relevant in older age groups: age

45-64 (7.0%)

Volunteer rate, by age group and type of

volunteer work

11,6

8,3

3,4

13,1

7,1

6,2

12,7

6,0

7,07,3

2,7

4,8

0

3

6

9

12

15

Total Formal Informal

15-24 25-44 45-64 65+

%

2. Survey on volunteer work (2012)

Main results in Sociodemographics

2.

24

• Higher Volunteer rates in

divorced/separated individuals

(12.8%)

• Formal Volunteer work with

greater expression in single

individuals (7.5%)

• Informal Volunteer work is more

relevant in divorced/separated

individuals (7.2%)

Volunteer rate, by marital status and type of volunteer work

11,7

7,5

4,3

11,9

5,6

6,6

7,5

2,6

5,1

12,8

5,7

7,2

0

3

6

9

12

15

Total Formal Informal

Single Married Widowed Divorced or separated

%

2. Survey on volunteer work (2012)

Main results in Sociodemographics

25

• Participation in volunteer work

increases with the level of

education

• Higher rates of volunteering in

those with tertiary education

(21.3%)

• Formal Volunteer work with

higher expression in single

individuals with tertiary education

(14.5%)

• Informal Volunteer work with

higher expression in single

individuals with tertiary education

(7.4%)

Volunteer rate, by level of education and type of volunteer

work

3,5

0,9

2,6

7,8

2,3

5,6

9,0

3,4

5,7

11,8

5,8 6,2

14,7

8,8

6,1

21,3

14,5

7,4

0

5

10

15

20

25

Total Formal InformalNo level of education 1st cycle of primary education 2nd cycle of primary educationLower secondary education Upper secondary education Tertiary education

%

2. Survey on volunteer work (2012)

Main results in Sociodemographics

26

• Higher Volunteer rates in

unemployed individuals (13.1%)

• Formal Volunteer work with

higher expression on the

unemployed and employed

(6.9%)

• Informal Volunteer work with

higher expression on the

unemployed (6.5%)

Volunteer rate, by labour force status and type of volunteer

work

12,8

6,96,1

13,1

6,96,5

9,4

4,45,2

0

3

6

9

12

15

Total Formal InformalEmployed Unemployed Not in the labour force

%

2. Survey on volunteer work (2012)

Main results in Sociodemographics

27

Women;

Younger individuals;

Single;

Individuals with higher level

of education;

Unemployed.

Women;

Older individuals;

Divorced or separated persons;

Individuals with higher level of

education;

Unemployed.

Formal Informal

Portuguese Volunteer Worker in 2012: profile

2. Survey on volunteer work (2012)

Main results

28

• Total: social services (42.9%), culture and recreation (22.9%) and religion (21.7%):

• Women: social services (48.5%) and religious activities (25.4%);

• Men: social services (36.3%) and culture and recreation (33.2%).

Breakdown of formal volunteers by International Classification of Non-Profit Organizations

(ICNPO)

5,7

3,0

3,2

25,4

14,1

48,5

6,3

3,0

3,9

17,3

33,2

36,3

6,0

3,0

3,5

21,7

22,9

42,9

0 10 20 30 40 50 60

Others

Education and research

Environment

Religion

Culture and recreation

Social services

Total

Men

Women

%

2. Survey on volunteer work (2012)

Main results: Domains of activity

29

• Higher volunteer rates: northern Europe, particularly Netherlands (57% of the resident population with 15 or more years

admitted their participation in volunteer work);

• Smaller volunteer rates in countries of the late Eastern Europe (Poland was the Member State with the smallest rate: 9%);

• Portugal was in the antepenultimate position, with 11.5% (12% on the chart due to rounding).

Souces: Survey on Volunteer Work 2012 (PT); Eurobarometer 2011 (other MS)

Volunteer rate in EU27

57

43

3937

35 34 3432

30 2926 26

24 24 24 23 23 23 22 22 21

16 15 14 1412 12

9

0

10

20

30

40

50

60

NL DK FI AT LU DE SI IE EE SK BE IT FR EU27 LT CZ CY UK LV HU SE MT ES RO EL PT BG PL

%

2. Survey on volunteer work (2012)

International comparison

30

For more information…

Press release (April 2013):

http://www.ine.pt/xportal/xmain?xpid=INE&xpgid=ine_destaques&DESTAQUESdest_boui=157410423&DE

STAQUESmodo=2&xlang=en

Publications :

Social Economy Satellite Account (April 2013):

http://www.ine.pt/xportal/xmain?xpid=INE&xpgid=ine_publicacoes&PUBLICACOESpub_boui=1575

43613&PUBLICACOEStema=55557&PUBLICACOESmodo=2

Labour Force Survey (May 2013):

http://www.ine.pt/xportal/xmain?xpid=INE&xpgid=ine_publicacoes&PUBLICACOESpub_boui=1533

67812&PUBLICACOEStema=55574&PUBLICACOESmodo=2

Tables (April 2013):

https://www.ine.pt/xportal/xmain?xpid=INE&xpgid=ine_contas_nacionais&contexto=cs&selTab=tab3&perfil

=97154797&INST=116634832&xlang=en

31

1. Social Economy Satellite Account (2010)

2. Survey on Volunteer Work (2012)

3. Work in progress...

Social Economy Satellite Account (2013)

4. The way ahead

«

32

Law 30/2013: Basic law of social economy

Regular production of a

satellite account for social

economy in the context of

the national statistical

system…

3. Work in progress…

Satellite Account on Social Economy 2013:

33

3. Work in progress…

Satellite Account on Social Economy 2013:

Calendar

Compilation, analysis and disclosure of final

results

“Universe”

(2013)

Preliminary report (ESA 2010, new UN HNPI, etc.)

+ workshop with main users

• By the end 2016

• Ongoing work

• March-July 2015

New partnership agreement…

34

1. Social Economy Satellite Account (2010)

2. Survey on Volunteer Work (2012)

3. Work in progress: Social Economy

Satellite Account (2013)

4. The Way Ahead: Methodology

developments

«

35

4. The way ahead : Methodology developments

Recent developments:

Increased relevance and visibility of Third Sector

(Social economy, volunteer work,..)

Analytical work and growing interest in measuring

impact

Cultural differences may have hampered faster

recognition

Civil society is highly valuing volunteer work which is

growing in the Third Sector

36

37

Implications / refinements from the SNA 2008 or ESA2010

Several methodological changes

Enhancing the statistical relevance of SA and in particular

of Social Economy

Integration of new data sources (important consequence of

developing Satellite Accounts namely Culture and Sports)

Non Profit Institutions (changes in definitions and accounting

treating, mercantile or not)

New Handbook on NPI will reflect certainly these changes

4. The way ahead : Methodology developments

38

NPI in SNA different sectors (Non-Financial corporations;

Financial sector, Government sector, Households, and NPISH)

NPI as institutional units along with Corporations, Government

Units, Households, broken down as:

NPI

Cooperatives & mutuals

Social Enterprises

Broadened coverage and growing details

4. The way ahead : Methodology developments

39

SASE = project in development

• international methodologies under

development…

• concepts in discussion…

• new economic agents…

• …

SASE

Understanding social

economy…

Membership

Macroeconomic

context

Inequalities

Education

Externalities

Volunteer work

Final remarks

40

My thanks to my colleagues, namely Cristina Ramos, head of

Satellite Accounts Unit at Statistics Portugal

Thank you for your attention!