“The Portuguese Experience On Measuring the Social...
Transcript of “The Portuguese Experience On Measuring the Social...
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…
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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)
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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)
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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)
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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)
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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)
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“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)
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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
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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
….
….
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1. Social Economy Satellite Account (2010)
2. Survey on Volunteer Work (2012)
3. Work in progress:
4. The way ahead...
«
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ILO Manual
International
Harmonization
Methodological and
conceptual reference:
Manual on the
Measurement of
Volunteer Work
2. Survey on volunteer work (2012)
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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)
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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)
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• 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)
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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)
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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
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• 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
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• 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.
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• 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
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• 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
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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
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• 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
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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
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• 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
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• 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
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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
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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
«
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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:
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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…
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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
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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
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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
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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
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My thanks to my colleagues, namely Cristina Ramos, head of
Satellite Accounts Unit at Statistics Portugal
Thank you for your attention!