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Project Institutional Development to Address Poverty and Social Exclusion in Slovakia

Manual 1

POVERTY MONITORING METHOD Ing. Sylvia Valná, CSc. PhDr. Zuzana Kostolná, CSc. PhDr. Eneke Hanzelová, CSc. PhDr. Ing. Stanislav Konečný

February 2003


Contents

I.

Practical advises for users

2

Poverty and social exclusion monitoring (detection) method

4

I.1. Poverty and social exclusion – a current issue

4

I.2. Basic aim, subject and object of monitoring

4

I.3. Collection of data and information

5

I.4. Methodology of how to create household sets

5

I.5. The acquired data processing technique

6

I.6. Usability of monitoring results

6

II.

Technical provision of monitoring

7

II.1. Instructions for sample selection

7

II.2. How to fill in the monitoring sheet

7

II.3. Instructions for processing

8

II.4. Examples of tables with processed data II.5. Examples of tables with figures relations II.6. Instructions for the processing of data from the monitoring sheet III.

Monitoring sheet. How to explain questions to respondents

IV.

Sources of statistical information

8 9 14

IV.1. Unemployment

14

IV.2. Poverty

14

IV.3. Information about residents, houses, flats, households and age structure of the population

15

IV.4. Other sources:

15

Annexes

16

1. Inquiry of information according to Act No. 211/2000 Coll.

16

2. Application Form

17

3. Monitoring Sheet

19

2


Practical advises to the users of the manual 1. Why is it necessary to monitor poverty on the local level? The available statistical data do not provide enough reliable information and data on the range of poverty on the level of the community. On the basis of the methodology described in the manual and information received through the monitoring sheet you will get enough reliable data about dimensions of poverty and about groups of citizens most vulnerable to social exclusion in your community. This information will give you a basis for decision making about determining priorities in the project purpose. 2. What does this manual serve to? The Manual that you have in your hands is a certain methodological tool for making a diagnosis of poverty and groups vulnerable to social exclusion on the level of municipality, area or community where you live. 3. What does the manual contain? The Manual contains a description of a methodology for monitoring of poverty on local level, instructions for technical provision and evaluation of received information and a form of the monitoring sheet (questionnaire). 4. For whom is this manual intended? The Manual is intended to be used by anybody (state and public institutions, municipalities, NGOs, local partnerships and other subjects) who would like to find out the reasons and range of poverty and social exclusion in their own community and is interested through concrete projects and programmes to contribute to mitigation of these negative phenomena. You can find detail information about creation of partnerships in Manual 3 “How and with whom to cooperate on local level.� 5. Who will perform monitoring? Due to the fact that monitoring is intended to be a sociological review it would be useful to nominate an institution with enough experience in this sphere to realise it, e.g. research agency, research institute focused on social sphere, research centres at universities. If you decide to realise monitoring with your own resources you have to create a group of interviewers (10-15 people) who can consist of university students, pensioners, volunteers etc. A precondition for a successful territorial work is to study the methodology of monitoring and realisation of training of the interviewers. You will find detail information and steps of monitoring realisation and its evaluation in this manual. 6. When to do the monitoring in the framework of the project planning and organisation? As monitoring is a tool for reveal of poverty causes and for identification of groups most vulnerable to social exclusion, it must be planned immediately after the partnership has been created, the project approved, the steering committee determined and the project manager identified.

3


7. Possible sources for financing of poverty monitoring As monitoring creates an inevitable part of projects aimed at mitigation of poverty on community level, the sources of its financing are identical with the sources for financing of the whole project. Finances for monitoring funding could be obtained form: • • • • • • • •

Municipal budget Extra budget funds and non-investment funds of the municipality Community foundations Grant schemes of central bodies Foreign grant schemes available in Slovakia EU accession funds Individuals Combination of several resources (detail information about resources for project funding you can find in the Manual 4: “Possible Sources of Funding”).

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I. POVERTY AND SOCIAL

EXCLUSION MONITORING

I.1. Poverty and social exclusion – a current issue The economic and social transition of the Slovak society make poverty a lot more visible issue. Poverty is closely related to labour market changes, institutional changes and transition from the state-all-guarantee social policy to strengthening personal responsibility of every individual. Not all the citizens, however, are able to deal with these changes sufficiently and should, therefore, be helped. Poverty is a very complex phenomenon. Originally, poverty was perceived only as a lack of resources to satisfy one’s basic needs. Gradually, the perception of poverty was getting broader. Currently, poverty which leads to social exclusion is considered to be caused also by insufficient access to institutions which affect people’s chances (for example, schools) and lack of opportunities to participate in economic, social and civil activities. Poverty and social exclusion are related to a whole number of problems which should be addressed with adequate measures. In order to do that, we need a whole set of tools and indicators which help us to describe the problem and define its scale. Currently, the measurement of poverty and its manifestations is based mainly on the level of household income. It is a simple poverty measurement tool and it is easy to apply. However, since it is almost impossible to collect specific data on income on the local level, we may still like to use the above mentioned monitoring sheet which is only one of the ways how to collect information among the poor. It is based on findings about opinions, views and feelings of selected population groups with respect to their basic needs fulfilment and their participation in social life on the local level. We have developed such sheet on the basis of the methodology of the “European Household Panel for Poverty Monitoring”. The information collected by means of the monitoring sheet can be used for the development of targeted programmes to fight poverty and social exclusion of the groups of population at risk. I.2. Basic aim, subject (what) and object (who) of monitoring The aim of monitoring is to detect the incidence of poverty and manifestations of social exclusion and determine which groups are at the highest risk of social exclusion. The subject of monitoring will be living conditions, experience, views, feelings and opinions of the groups of populations who are at risk of poverty and social exclusion. The object of monitoring will be households at risk of poverty and social exclusion in a selected community. The risk criteria for households at risk of poverty and social exclusion were defined on the basis of the analysis of social and economic conditions that predetermine poverty. In line with the above said, monitoring should be focused on the following types of households: • • • • • • • •

households of the long-term unemployed households of citizens depending on social allowances for the long term households of elderly citizen (over 70 years of age) households of physically disabled citizens and/or with one physically disabled member households of the Roma minority households with three and more dependent children households of lone parents (single parents, divorced families, etc.) households of citizens addicted to alcohol, drugs and other addictive substances

5


I.3. Collection of data and information A standardised monitoring sheet has been developed for the purposes of collecting information in field. The sheet contains 26 questions. The questions are divided into seven theme (practical) and two socio-demographical sets. Practical theme sets 1. 2. 3. 4. 5. 6. 7.

Financial situation of household Basic needs Housing Household equipment Health Social contacts Contentment with the situation

These sets of questions lead to the collection of information about material and social conditions of households and detection of factors (of material and non-material nature) which lead to poverty and social exclusion. The important part of this set are questions related to personal perception of poverty and possible solutions proposed by respondents. The purpose of the socio-demographic set is to collect basic demographic data, i.e. age, social and economic status of the family representative (a person who will answer questions from the monitoring sheet). As for the questions, the monitoring sheet contains 18 close-ended questions (i.e. questions with a set of answers to choose from) and 8 open-ended questions (i.e. questions to be answered with your own words). In line with the methodology of the “European Household Panel”, we have defined the poverty phenomenon a set of quantity and quality indicators. The quantity indicators include: • • • • •

Household economy; Household financial situation; Fulfilment of the basic needs of household; Household housing quality; Household equipment.

The quality indicators include: • • •

Health of the household members; Number of social contacts; Personal perception of poverty.

I.4. Methodology of how to create household sets With respect to complex social and economic nature of poverty, factors which predetermine social exclusion on the regional level and lack of regional statistical data and regional indicators it is not possible to use a standard, commonly used methodology for the definition of the sample set of households. This is why we recommend to use the “methodology of typology” for the definition of the sample set. This would mean to chose households that tend to be at risk of poverty and social exclusion based on the knowledge of factors that predetermine poverty (material insufficiency, dependence on social allowances). Poverty and social exclusion factors include: • • • • •

unemployment and long-term unemployment; no income from work, dependence on social allowance; old age; higher number (3 and more) of dependent children; bad health; 6


• • •

incomplete family; addiction to alcohol and drugs; affiliation to ethnic minority.

On the basis of the above mentioned factors we recommend to determine a typology sample of households which would include those households with which we may assume higher incidence and/or accumulation of poverty factors. The recommended number of the sample households (and/or individuals who are going to represent the households) should be 60 at minimum for each poverty predetermining factor. (for example, 60 households with one unemployed member of a household, 60 households of elderly citizens, etc.). The typology sample may be adjusted depending on: •

how serious the poverty and social exclusion factors are in the area, what is the scale of this problem (e.g., one may increase the recommended minimum number of households with one unemployed member in areas suffering from high unemployment rate or number of households of elderly citizens in areas with high percentage of population over 70 years of age); objectives, aims and type of organisation (associations, interest groups) who will carry out monitoring (e.g., increase the number of Roma households, should the organisation or interest group represent the Roma minority).

I.5. The acquired data processing technique We presume that the acquired field data and information will be processed manually. A developer will calculate a quantity indicator for every question of the theme set (detailed instructions are included in the manual for technical processing of the monitoring results). I.6. Usability of monitoring results The acquired knowledge and information will be used for the purposes of: • • • • • •

poverty definition on the local level, including its incidence, significance and importance; determining the basic factors which predetermine poverty and social exclusion on the local level; determining the groups of population at risk of poverty and social exclusion; definition of poverty elimination methods and selection of tools to address social inclusion; determining partner institutions, creating partnerships on the local level with the aim of social inclusion; developing action plans to address poverty and social exclusion on the communal level.

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II. TECHNICAL PROVISION OF MONITORING II.1. Instructions for sample selection When selecting a sample, we need to take into account social and economic characteristics of the region. For this purpose, we can use the data collected at the Social Counselling Departments of the State Administration District Offices and District Labour Offices (see more in part IV of this manual). Interviewers will focus on households that are at the highest risk of poverty and social exclusion in the region. In order to contact a selected household, carry out the interview or agree on the date of household visit, the interviewer shall get in touch with: • Social Counselling Departments of the State Administration District Offices; • District Labour Offices; • The household itself; • Non-governmental organisations; • Interest clubs and other associations; • Clubs of the unemployed. In order to acquire credible knowledge about issues related to poverty and social exclusion, it is desirable to interview at least 60 respondents, households representatives, for each group at risk which is included in the monitoring plan. II.2. How to fill in the monitoring sheet? • • • • • • • •

The interviewer talks to a potential respondent (the person must be over 18 years of age – an adult). The interviewer asks questions and writes the answers down to the monitoring sheet. S/he follows the instructions included in the questionnaire. Most of the questions have pre-marked, numbered answers. The interviewer shall always circle the answer number which corresponds to the opinions of a respondent. The interviewer shall circle one of the possible answers with questions 1,7,8,10,12,15-24. With questions no. 2,3,4,5,6,9,11, the interviewer shall circle one answer for each line. With questions No.13,14, the interviewer talks to the respondent about problems related to his/her social and economic situation, opportunities in the region and writes the essential information down on the dotted line. With questions No.25 and 26, the interviewer fills in the name of the district and municipality of the respondent’s residence.

II.3. Instructions for processing In a case that realisation and evaluation of the monitoring is not done by a professional agency, the basic steps for processing of data obtained from the questionnaires are: •

the interviewer develops tables with titles of questions and variant answers into which s/he writes total number of individual answers. For this purpose he/she can use also a blank questionnaire (see examples of tables below).

8


The interviewer counts answers from individuals to each question in each row and in a case of answers YES, NO and NOT APPLICABLE also in each column (see examples of tables).

II.4 Examples of tables with processed data (simple multiplicities): Question No. 1: How do you find managing your finances? Variant responses No. of responses in a row We do not need to save up 15 We have to think about our spending 31 We need to be quite economical 60 Our income is only sufficient to cover food and 45 clothing Our income is only sufficient to cover food, but not 39 clothing It is not enough to buy the cheapest food 30 Total number of responses 220 Question č. 11: In your neighbourhood, do you have an opportunity to visit/do you visit:: Variant Yes, Yes, I do have I am No, I No. of responses once per several the interested do not response month times a opportunit but I have s in a year y but I am cannot the row not afford it opport interested unity Library 13 16 14 8 4 55 Cinema 27 12 9 6 3 57 Theatre 9 8 7 7 5 36 Local cultural 21 11 10 4 3 49 events Others(clubs, 5 6 9 2 1 23 societies) No. of 75 53 49 27 16 Total No. responses in a of column response s 220 The interviewer records the total result of calculations in the given row or column of the prepared table or monitoring sheet. Categorisation (selection according to the content) of responses to open-ended questions No.13 a 14 processes by merging of relevant information expressed in a written form. The ratio expressing numeric relationship of individual variant responses to the total file can be achieved by calculation of representation in percentage (absolute multiplicities of individual variant responses should be divided by the total number of responses). In a similar way the interviewer calculates the representation in percentage in relationship to smaller sub-files represented by households (e.g. economy of the household according to the income resources, according to the number of household members etc.) or sociodemographic characteristics of the household representative (household economy according to the age, education, marital status etc.) – see examples of tables of numeric relationships.

9


II. 5 Examples of tables numeric relationships Question No.1: How do you find managing your finances? Variant responses We don´t need to save up We have to think about our spending We need to be quite economical Our income is only sufficient to cover food and clothing Our income is only sufficient to cover food, but not clothing It´s not enough to buy the cheapest food. Total No. of responses in %

Ratio in % in a row 6,8 14,0 27,3 20,5 17,7 13,7 100

Question No. 11. In your neighbourhood, do you have an opportunity to visit/do you visit: Varian Yes, Yes, I do have I am No, I do not Total No.of responses in once a several the interested have the responses in a % month times a opportunity but I opportunity row year but I am cannot not afford it interested Library 23,4 29,1 25,5 14,6 7,3 100 Cinema 47,4 21,1 15,8 10,5 5,3 100 Theatre 25,0 22,2 19,5 19,5 13,9 100 Local cultural 42,9 22,5 20,4 8,2 6,1 100 events Others (clubs, 21,7 26,1 39,2 8,7 4,3 100 societies) Percentage of 34,1 24,1 22,3 12,3 7,3 Total answers in a responses100% column Transparently processed data (multiplicities and ratio) can be used a basis for interpretation of the monitoring results. Instructions for evaluation and interpretation of data and information from the monitoring sheet can be found in the part III. of this manual. II.6. Instructions for the processing of data from the monitoring sheet The aim of monitoring is to collect information on possible risks of poverty and social exclusion and define groups of citizens who are at the highest risk of poverty. This is the reason why it is important for the interviewer to take into account the current situation in the region with respect to the unemployment rate and number of social allowance receivers. This kind of information is accessible at district labour offices, social counselling departments of district offices and the Statistical Office of the Slovak Republic. Information and data acquired via the monitoring sheet (questionnaire) are based on the personal assessment of the respondent, how he/she and/or their families look at their everyday lives, what problems they face, what they see as possible solutions to such problems.

10


The interviewer evaluates the acquired data by means of indicators. The evaluation shall result in the information about: o

percentage of households and/or persons who find it difficult to satisfy their basic needs, have problems with housing and household equipment,

o

percentage of persons with bad health; how it influences their everyday lives,

o

percentage of persons who cannot afford socialising due to financial means,

o

percentage of persons whose closest environment does not provide for broader social relations (e.g., cultural events, cultural institutions, clubs interest groups which would be of interest to the respondent),

o

percentage of persons whose lack of financial means is the main obstacle in keeping social contacts.

The evaluation takes into account personal perception of poverty. Based on this, the percentage of poor households in a sample is defined. One sample represents a selected risk factor of poverty. Based on open-ended questions No.13 and 14, the interviewer forms groups of similar problems which have the most frequent impact on everyday lives of respondents. According to the information from the monitoring sheet, the interviewer forms also groups of the most significant solutions proposed by the respondents. The acquired data may be used to help adjust the programmes to fight poverty and social exclusion in selected areas and/or selected groups of population. The data about the household representative (person selected to answer the questions on behalf of the household) and the household itself will provide information about basic social, demographic and economic characteristics of the visited households and/or interviewed persons. This information will be used to describe the samples.

11


III. MONITORING SHEET AND DESCRIPTION OF INDICATORS Lately, many households in Slovakia find it difficult to satisfy their basic needs. We are trying to monitor the real social and economic situation of people living in your region and based on that propose solutions to improve the quality of your life and life of your relatives. Could we, therefore, ask you couple of questions related to information about your living conditions? The information provided by you will be treated as confidential. I. FINANCIAL SITUATION OF HOUSEHOLD 1. How do you find managing your finances? (circle only one answer) We don’t need to save up We have to think about our spending We need to be quite economical Our income is only sufficient to cover food and clothing Our income is only sufficient to cover food, but not clothing It’s not enough to buy the cheapest food

1 2 3 4 5 6

Answer No.4 provides the indicator for “the percentage of households living at the edge of poverty; answers No. 5. and 6 provide the indicator for “the percentage of households living in poverty. 2. During the past 12 months, have you ever had a problem to pay the bill for: (circle one answer for each line) Yes No Not applicable Rent 1 2 3 Utility bills, e.g. for electricity, water, gas, 1 2 3 TV, radio Loan instalments 1 2 3 The “Yes” answers provide indicators for the “percentage of persons who find it difficult to pay for individual bills for rent, utility services and loan instalments”. II. BASIC NEEDS 3. Can your household afford to: (circle one answer for each line) Yes Have meat, meat products, poultry or fish 2 times a week Have fruit and vegetables, at least 2 times a week Buy new clothes, if needed? Buy new shoes, if needed? Buy newspapers once a week Buy your minor children meals at school, finance transportation and school aids? Pay for medicine and health care?

No

1

Yes, with difficulties 2

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

1

2

3

3

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The answers “Yes, with difficulties” provide the indicator for the “percentage of households who find it difficult to satisfy their basic needs; The “No” answers provide the indicator for the “percentage of households who cannot afford to satisfy their basic needs at all. III. HOUSING 4. Is your flat/house equipped with: (circle one answer for each line) Yes 1 1 1 1 1

Sewage system Running water Separate WC Bathroom or shower Electricity

No 2 2 2 2 2

“No” answers provide the indicator for the “percentage of households who do not have basic technical and hygiene equipment of the housing”. 5. Is your house? (circle one answer for each line) Yes 1 1 1

Damp Dark Cramp

No 2 2 2

The “Yes” answer provides the indicator for the “percentage of households which – from the quality point of view – live in unacceptable conditions. IV. HOUSEHOLD EQUIPMENT 6. In your household, do you have: (circle one answer for each line) Yes Fixed telephone line or mobile phone Colour TV set Refrigerator Automatic washing machine Computer

No, I can’t afford it

1

2

No, I am not interested in having it. 3

1 1 1

2 2 2

3 3 3

1

2

3

The “No, I can’t afford it” answers provide the indicator for the “percentage of households who do not own the items due to the lack of financial resources”: V. HEALTH 7. Do you have any health problems? (circle one answer only) Yes, serious problems. Yes, common problems. No, I don’t.

1 2 3

The answer “Yes, serious problems” provides the indicator for the “percentage of persons with serious health problems.

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8. Does any member of your household have serious problems? (circle one answer only) Yes, serious problems. 1 Yes, common problems. 2 No, I don’t. 3 The answer “Yes, serious problems” provides the indicator for the “percentage of households whose member/s have serious health problems. 9. Does your health or health of any member of your household prevent you from the following activities? (circle one answer for each line) Yes, very Yes, to a certain Not much. extent applicable Going to work 1 2 3 Attending school 1 2 3 Looking after yourself 1 2 3 Visiting your doctor 1 2 3 Attend cultural events 1 2 3 Visiting your relatives and friends 1 2 3 Other activities (describe them) 1 2 3 ......................................................... The answer “Yes, very much” provides the indicator for the “percentage of persons whose health problems prevent them from doing the above activities and can lead to social exclusion. VI. SOCIAL CONTACTS 10. Do you meet with your relatives and friends regularly? (circle one answer only) Yes No, I am not interested, I like my own company No, I don’t have enough money for that No, I find it difficult to make contacts

1 2 3 4

The “No, I don’t have enough money for that” answer provides the indicator for the “percentage of persons who do not meet with their relatives and friends due to the lack of money. 11. In your neighbourhood, do you have an opportunity to visit/do you visit: (circle one answer for each line) Yes, once Yes, several I do have I do have the No, I don’t per month times a year the opportunity, have the opportunity but I cannot opportunity , but I am afford it not interested Library 1 2 3 4 5 Cinema 1 2 3 4 5 Theatre 1 2 3 4 5 local cultural events 1 2 3 4 5 other (clubs, 1 2 3 4 5 societies)

14


The “ I do have the opportunity, but I cannot afford it ” answer provides the indicator for the “percentage of persons who cannot afford the above activities due to the lack of financial resources. The answer “No, I don’t have the opportunity” provides the indicator for the “percentage of persons who do not have access to the above mentioned institutions and events in their neighbourhood. 12. Do you consider your household poor? (circle one answer only) Yes, certainly. Yes, in some situations, for example when buying presents, holidays and recreational activities for our children, etc. No. I can’t tell

1 2 3 4

The “Yes, certainly” answer provides the indicator for the “percentage of household representatives who see their household as poor. 13. Can you tell us, which problems of your everyday life you find the most pressing? (describe) ................................................................................................................................................... The answers are divided into categories based on which the indicator of the “percentage of persons with a particular problem as most pressing in their lives” is derived. 14. Do you have any idea of how to solve your problems? (describe) ................................................................................................................................................... The answers are divided into categories based on which the indicator of the “percentage of persons who proposed certain solutions to their everyday problems” is derived. VII. Household data 15. What is your main source of income? Job Business Unemployment benefit Social allowance Sale of natural products Other sources (e.g. helping out within the family, inherited sources, unearned income, seasonal work, etc.).

1 2 3 4 5 6

Answers No. 3 and 4 provide the indicator for the “percentage of persons who live on unemployment benefits or social allowance. 16. How many people live in your household? Provides information about the size of household 17. Give the number of unemployed people living in your household Provides information about the number of unemployed people of the household

15


18. Give the number of dependent children living in your household Provides information about the number of dependent children (up to 25 years of age) 19. Does a physically disabled person live in your household? Yes No

1 2

The “Yes” answers provide the indicator for the “percentage of persons with physical disability”. VIII. Data about the household representative (person answering the questions) of the monitoring sheet 20. What is your age?

........................

21. What is your sex? Male Female

1 2

22. What is your education (give the highest degree) Basic Apprentice or secondary vocational without final “maturita” exam Secondary with the final “maturita” exam University No education

1 2 3 4 5

23. What is your marital status? Single Married Divorced Widow(er) Partner

1 2 3 4 5

24. You are currently: Employed Unemployed Pensioner Other (e.g. housewife, student, etc.)

1 2 3 4

25. District (fill in)...................................................................................................................... 26. Municipality (fill in)).......................................................................................................... Questions No.20-26 provide basic information about the respondent and area where s/he lives.

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IV. SOURCES OF STATISTICAL

INFORMATION

1. Unemployment Unemployment and, in particular its long term forms, is one of the basic factors leading to poverty. When we try to monitor poverty in a certain area, it is important to know what is the unemployment rate of the area, number of unemployed people and structure of unemployment. In order to get a better picture of the situation of the local labour market (number of the unemployed, unemployment structure) it is advised to use statistical publication: “Basic Statistical Labour Market Indicators in the Slovak Republic”. The mentioned statistical data are monthly published by the National Labour Office (NLO). The NLO publications contain basic statistical data about the registered unemployed (i.e. people without work who are registered with district labour offices) for a monitored month. In this publication, one can find necessary information about the labour market, such as: •

number of registered unemployed;

number of registered unemployed who receive unemployment benefits;

unemployment rate (percentage of the unemployed of the total number of the economically active population in the district);

structure of the unemployed according to the following groups: women, people with altered work capacity, minors, fresh graduates;

number of vacancies which can be filled by the unemployed persons;

structure of the registered unemployed, according to the length of the unemployment period.

This publication ia accessible at every district labour office. In compliance with the Act No. 211/200 Coll. on Free Access to Information, each District Labour Office is obliged to make the publication accessible on inquiry. If you have access to the Internet, you will find all the necessary information about the labour market in your district on the National Labour Office web site, link ‘Statistics”: www.nup.sk. 2. Social allowances People in material distress receive social allowance. Should social assistance not solve a temporary problem, it becomes a long-term phenomenon. In such case, we may consider persons depending on allowance to be people permanently living in poverty and at risk of social exclusion. The information and data about people receiving social allowance are a significant source of information for monitoring poverty on the local level. Receivers of social allowance are registered at the departments of social counselling at the District offices. On inquiry, social counselling departments on the District offices may provide data on: •

total number of people receiving social allowance;

number of people receiving social allowance based on objective reasons;

number of people receiving social allowance based on personal reasons;

number of people receiving benefits for increased living costs;

number of people receiving special allowance as people with heavy physical disability;

number of people receiving compensation benefits (for heavy physical disability);

17


number of registered unemployed people receiving social allowance;

number of people receiving social allowance as people dependent on other assessed persons.

If the interviewer decides to use this source of information, it is recommended to notify the person in writing, ask for a date, describe inquiries. The information about social allowance recipients according to districts and the national figures is accessible at the Ministry of Labour, Social Affairs and Family of the Slovak Republic, in compliance with Act No. 211/2000 Coll. on Free Access to Information. Contact addresses: Ministry of Labour, Social Affairs and Family of the Slovak Republic Špitálska 4-6, 816 43 Bratislava, phone: 02/52927985 fax: 02/52961528 or you may visit the web site: www.employment.gov.sk IV.3. Information about residents, houses, flats, households and age structure of the population The following publications of the Statistical Office of the Slovak Republic may be useful for the sample setting and survey evaluation: Publication on districts and the Slovak Republic: contains data from the national census about residents, houses and flats in various groupings and household data. Publication code: 090302 Price: 250 Sk Publication on districts and municipalities: contains information and data about residents, houses and flats according to various groups. A separate publication is published for each district. Publication code: 090402 Price: 150 Sk Publication on age structure of the population of the Slovak Republic in 2001: contains final data on age structure of the population, medium numbers and final numbers according to sex, age units, five-year age groups. Basic economic groups and other indicators related to the age structure of population are also included. Published data include national, regional and local data. Publication code: 080302 Price: 330 Sk You can order the above listed publications on the address: Štatistický úrad SR Oddelenie informačného servisu Miletičova 3, 824 67 Bratislava 26 Postage is covered by the purchaser. Orders must be placed on the order form which you find on the Internet site: www.statistics.sk 4. Other sources:

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For the purposes of a detailed analysis of the situation of people at risk of poverty and social exclusion, you may use the information and data provided by non-governmental organisations, charities and volunteers which you can contact in your region.

19


Supplement NO. 1. Ministry of Labour, Social Affairs and Family of the Slovak Republic:

Application for information according to Act No. 211/2000 Coll. on Free Access to Information.

Registration No. .............................

Date and time Form of inquiry in person – via telephone Full name of the applying person or organisation Applicant’s address: Required information:

Required form of providing the information:

Application received by: Opinion of the subject co-ordinator:

Application handling: processed – unprocessed (why) Application handling: •

verbally in person, verbally via phone

in writing: a copy of the document or for inspection only

by fax, e-mail or any other way.

Date of application processing:

Fee................Sk

paid/waived: Date ................

Document No.................

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Supplement No.2 Inquiry for information - Application Form

Meno * Priezvisko * Titul

Ulica * Číslo * Mesto * PSČ *

Telefón/Fax ** E-mail 21


*** Odpovedať     

 faxom      e-mailom     písomne 

Vec

Vaša žiadost

*

compulsory

**

compulsory, if you wish to be answered by fax

***

compulsory, if you wish to be answered by e-mailom

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Annex 3 Monitoring Sheet Lately, many households in Slovakia find it difficult to satisfy their basic needs. We are trying to monitor the real social and economic situation of people living in your region and based on that, propose solutions to improve the quality of your life and life of your relatives. We would like to ask You several questions related to information about your living conditions? The provided information is confidential. I. Financial situation of your household 1. How do you find managing your finances? (circle one answer only) We don’t need to save up We have to think about our spending We need to be quite economical Our income is only sufficient to cover food and clothing Our income is only sufficient to cover food, but not clothing It’s not enough to buy the cheapest food

1 2 3 4 5 6

2. During the past 12 months, have you ever had a problem to pay for: (circle one answer for each line) Yes No Rent for housing utility bills, e.g. for electricity, water, gas, TV and radio loan instalments

1 1

2 2

Not applicable 3 3

1

2

3

II. Basic needs 3. Can your household afford: (circle one answer for each line) Yes to have for a meal meat, meat products, poultry or fish 2 times a week to have for a meal fruit and vegetables at least 2 times a week to buy new clothes, if needed to buy new shoes, if needed to buy newspapers once a week to buy your children meals at school, transportation tickets and school props to pay for medicine and health care

No

1

Yes, with difficulties 2

1

2

3

1 1 1 1

2 2 2 2

3 3 3 3

1

2

3

3

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III. Housing 4. Is your flat/house equipped with: (circle one answer for each line) Sewage system Running water Separate WC Bathroom or shower

Yes 1 1 1 1

No 2 2 2 2

Yes 1 1 1

No 2 2 2

5. Do you find your house? (circle one answer for each line) Damp Dark Cramped IV. household Equipment 6. In your household, do you have: (circle one answer for each line) Yes Fixed telephone line or mobile phone Colour TV set Refrigerator Automatic washing machine

No, I can’t afford it

1

2

No, I am not interested in having it. 3

1 1 1

2 2 2

3 3 3

V. Health 7. Do you have any health problems? (circle one answer only) Yes, serious problems. Yes, common problems. No, I don’t.

1 2 3

8. Does any member of your household have serious problems? (circle one answer only) Yes, serious problems. Yes, common problems. No, I don’t.

1 2 3

24


9. Does your health or health of any member of your household prevent you from the following activities? (circle one answer for each line) going to work attending school looking after yourself visiting your doctor attending cultural events visiting your relatives and friends other activities (describe them) ........................................................ .........................................................

Yes, very much. 1 1 1 1 1 1 1

Yes, to a certain extent 2 2 2 2 2 2 2

Not applicable 3 3 3 3 3 3 3

VI. Social contacts 10. Do you meet with your relatives and friends regularly? (circle one answer only) Yes No, I am not interested, I like to be on my own No, I don’t have enough money for that No, I find it difficult to make contacts

1 2 3 4

11. In your town/village/neighbourhood, do you have any opportunity to visit (do you visit?): (circle one answer for each line) Yes, once Yes, several per month times a year

Library Cinema Theatre Local cultural events Other (clubs, societies)

1 1 1 1 1

2 2 2 2 2

I do have I do have the No, I don’t the opportunity, have the opportunity but I cannot opportunity but I am afford it not interested 3 4 5 3 4 5 3 4 5 3 4 5 3 4 5

12. Do you consider your household poor? (circle one answer only) Yes, certainly. Yes, in some situations, for example when buying presents, considering holidays and recreational activities for our children, etc. No I can’t tell

1 2 3 4

25


13. Can you tell us which problems of your everyday life you find the most pressing? (describe) ................................................................................................................................................... ................................................................................................................................................... ................................................................................................................................................... ................................................................................................................................................... ................................................................................................................................................... ................................................................................................................................................... 14. Do you have any idea of how to solve your problems? (describe) ................................................................................................................................................... ................................................................................................................................................... ................................................................................................................................................... ................................................................................................................................................... ................................................................................................................................................... ................................................................................................................................................... VII. Household data 15. What is your main source of income? Job Business Unemployment benefit Social allowance Sale of natural products Other sources (e.g. helping out within family, inherited sources, unearned income, seasonal work, etc.).

1 2 3 4 5 6

16. How many people live in your household? 17. Give the number of unemployed people living in your household 18. Give the number of dependent children living in your household 19. Is any of people living in your household physically disabled? Yes No

1 2

VIII. Data about household representative (person answering the questions of the monitoring sheet) 20. What is your age?

26


21. What is your sex? Male Female

1 2

22. What is your education (give the highest degree) Basic Apprentice or secondary vocational without final “maturita” exam Secondary with the final “maturita” exam University No education

1 2 3 4 5

23. What is your marital status? Single Married Divorced Widow(er) Partner

1 2 3 4 5

24. You are currently: Employed Unemployed Pensioner Other (e.g. housewife, student, etc.)

1 2 3 4

25. District (fill in)...................................................................................................................... 26. Municipality (fill in))..........................................................................................................

27


2003_Monitorovanie_chudoby_ANGL