EESC hearing on the OMC and the Social Clause  Brussels, 13 April 2011   Antonia Carparelli, Acting Director,  Europe 2020...
Social inclusion in European perspective <ul><li>2000: The Lisbon Strategy and the EU social inclusion Strategy: </li></ul...
Governance of the Europe 2020 strategy   Fiscal  surveillance Macro-economic surveillance Thematic  surveillance Europe 20...
Targets 10%   20%   Energy efficiency increase  Target will not be met, but exact calculation N/A 20 million people out of...
120 Million people  at risk of poverty or exclusion 80 Mio  people at risk of poverty 40 Mio people   materially deprived ...
Do better and more efficiently in times of budget constraints <ul><li>Expected GDP growth for 2011 remains modest </li></u...
Instruments available <ul><li>Social policy is still and will remain a Member State’s competence but a number of instrumen...
OMC key lessons learned  <ul><li>Evaluation study of the Social OMC </li></ul><ul><ul><li>Interviews, case studies and con...
OMC key lessons learned (2) <ul><li>Reporting: administrative burden with positive effects </li></ul><ul><li>Joint assessm...
Social clause: Article 9 TFEU <ul><li>Mandate to mainstream social protection and inclusion objectives in EU initiatives a...
CESE Recommendations <ul><li>&quot;The EC should systematically strengthen the role of social evaluation within its Impact...
Further steps: ambitious objectives   <ul><li>EU level target </li></ul><ul><ul><li>“ Lifting 20 millions people out of  p...
Further steps: promoting partnerships <ul><li>Strong social dimension within Europe 2020  </li></ul><ul><ul><li>National R...
Further information <ul><li>General Europe 2020 </li></ul><ul><li>http://ec.europa.eu/news/economy/index_de.htm </li></ul>...
EESC hearing on the OMC and the Social Clause
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EESC hearing on the OMC and the Social Clause

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Presentation by Antonia Carparelli, (acting director Europe 2020 Social Policies, DG EMPL) during the public hearing on Strengthening EU cohesion and EU social policy coordination through the new horizontal social clause in Article 9 TFEU on 13.04.2011

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  • N.B.: The country references on the slides on the overview of MSs’ response should be taken as examples and by no means as exhaustive lists.
  • EESC hearing on the OMC and the Social Clause

    1. 1. EESC hearing on the OMC and the Social Clause Brussels, 13 April 2011 Antonia Carparelli, Acting Director, Europe 2020 Social Policies DG Employment, Social Affairs & Inclusion
    2. 2. Social inclusion in European perspective <ul><li>2000: The Lisbon Strategy and the EU social inclusion Strategy: </li></ul><ul><ul><li>“ to make a decisive impact on the eradication of poverty ” </li></ul></ul><ul><ul><li>a method: the Open Method of Coordination </li></ul></ul><ul><ul><li>“ Programmes to fight social exclusion” (PROGRESS as of 2007) </li></ul></ul><ul><li>2006: The EU Social Protection and Social Inclusion Process: a modernisation agenda </li></ul><ul><ul><li>Integrating 3 policy strands: social inclusion, pension reforms, health care </li></ul></ul><ul><li>2009: the Lisbon Treaty (social market economy, horizontal social clause, SSGI, etc) </li></ul><ul><li>2010: Europe 2020 a strategy for smart, sustainable and inclusive growth </li></ul>
    3. 3. Governance of the Europe 2020 strategy Fiscal surveillance Macro-economic surveillance Thematic surveillance Europe 2020 Integrated Guidelines (IG) Europe 2020 five headline targets Stability and Growth Pact National Reform Programmes Stability and Convergence Programmes Commission’s Annual Growth Survey EU annual policy guidance and recommendations EU flagship initiatives and levers National level EU level
    4. 4. Targets 10% 20% Energy efficiency increase Target will not be met, but exact calculation N/A 20 million people out of poverty Social inclusion/fight against poverty 38.1% 11.3% at least 40% under 10% <ul><li>Tertiary achievement (30-34) </li></ul><ul><li>School drop-out </li></ul>2.7-2.8% 3% R&D (% EU GDP) 72.8-73.8% 75% Employment (20-64) Current estimation based on draft NRPs EU headline target
    5. 5. 120 Million people at risk of poverty or exclusion 80 Mio people at risk of poverty 40 Mio people materially deprived 40 Mio people in workless households Million people People at-risk-of-poverty 80 + Those materially deprived, not at-risk-of-poverty 22 + Those living in a workless household, not at-risk-of-poverty, not deprived 1 8 Total: People at-risk-of poverty or exclusion 120
    6. 6. Do better and more efficiently in times of budget constraints <ul><li>Expected GDP growth for 2011 remains modest </li></ul><ul><li>Unemployment > 9% and expected to stay high </li></ul><ul><li>Social protection around 30% GDP (EU 27) </li></ul><ul><li>Fiscal consolidation will affect social expenditure: a challenge for social polices aimed at addressing poverty and exclusion </li></ul><ul><li>Consolidation must be designed to minimise short-term costs and maximise long-term benefits to prevent that social protection deteriorates and poverty increases. </li></ul>
    7. 7. Instruments available <ul><li>Social policy is still and will remain a Member State’s competence but a number of instruments are available at EU level: </li></ul><ul><ul><li>Charter of fundamental rights </li></ul></ul><ul><ul><li>Anti-discrimination directives </li></ul></ul><ul><ul><li>Laws on social and employment standards </li></ul></ul><ul><ul><li>EU Funds (ESF, European Globalisation Adjustment Fund, PROGRESS) </li></ul></ul><ul><li>Social Open Method of Coordination </li></ul><ul><ul><li>policy coordination between MS based on common objectives, indicators, regular reporting, joint assessment and mutual learning </li></ul></ul>
    8. 8. OMC key lessons learned <ul><li>Evaluation study of the Social OMC </li></ul><ul><ul><li>Interviews, case studies and content analysis </li></ul></ul><ul><li>A driver of policy change in all MSs </li></ul><ul><li>Procedural changes at the domestic level </li></ul><ul><li>Objectives: broad but useful </li></ul><ul><li>Indicators: the basis for comparison </li></ul>
    9. 9. OMC key lessons learned (2) <ul><li>Reporting: administrative burden with positive effects </li></ul><ul><li>Joint assessments: useful but little known </li></ul><ul><li>Thematic approach had more substantive effects </li></ul><ul><li>Mutual learning exercises: sources of ideas known for insiders </li></ul><ul><li>Involvement of stakeholders: a mixed picture </li></ul>
    10. 10. Social clause: Article 9 TFEU <ul><li>Mandate to mainstream social protection and inclusion objectives in EU initiatives and policies </li></ul><ul><li>Important to safeguard social protection and inclusion in (aftermath) crisis </li></ul><ul><li>Develop jointly economic integration and the social dimension of the EU </li></ul><ul><li>To be implemented by means of assessing employment and social impacts of all Commission initiatives </li></ul>
    11. 11. CESE Recommendations <ul><li>&quot;The EC should systematically strengthen the role of social evaluation within its Impact Assessment (IA) system. </li></ul><ul><li>“ It is important to promote the involvement of stakeholders in the IA process” </li></ul><ul><li>&quot;The SPC has a potentially major role to play in ensuring a strong social dimension for the Europe 2020 Strategy and, more generally, in implementing a more Social EU&quot;. </li></ul><ul><li>“ Use SPC annual report covering an assessment of progress towards the EU headline target on social inclusion and poverty reduction to feed into EC Annual Growth Survey and EU policy guidance and possible &quot;social recommendations&quot; to Member States on their NRPs”. </li></ul>
    12. 12. Further steps: ambitious objectives <ul><li>EU level target </li></ul><ul><ul><li>“ Lifting 20 millions people out of poverty or exclusion by 2020” </li></ul></ul><ul><ul><li>Based on 3 existing EU social inclusion indicators: </li></ul></ul><ul><ul><ul><li>At-risk-of-poverty, </li></ul></ul></ul><ul><ul><ul><li>( severe ) material deprivation (adopted in February 2009), </li></ul></ul></ul><ul><ul><ul><li>people living in jobless households (just in time agreement on new definition ) </li></ul></ul></ul><ul><li>National targets </li></ul><ul><ul><li>Member States are free to chose the most appropriate indicator to set their national target </li></ul></ul><ul><ul><li>Member States to show how they will contribute to meeting the EU level target, in dialogue with the Commission </li></ul></ul><ul><li>Implement jointly the European Platform against Poverty and Social Exclusion </li></ul>
    13. 13. Further steps: promoting partnerships <ul><li>Strong social dimension within Europe 2020 </li></ul><ul><ul><li>National Reform Programmes to define national target, strategies, stakeholder involvement </li></ul></ul><ul><li>Commission will work with Member States and stakeholders to adapt working methods of the OMC to governance of Europe 2020 and best combine: </li></ul><ul><ul><li>Integration and focus </li></ul></ul><ul><ul><li>Continuity and innovation </li></ul></ul><ul><ul><li>Simplification and accountability </li></ul></ul><ul><ul><li>Coordination and subsidiarity </li></ul></ul><ul><li>Strengthening existing partnerships and involving new actors (social partners, regional/local authorities, NGOs…) </li></ul><ul><ul><li>Voluntary guidelines on stakeholders’ involvement and participation of people experiencing poverty (2012) </li></ul></ul><ul><ul><li>Regular dialogue on thematic priorities </li></ul></ul><ul><ul><li>Social experimentation and innovation </li></ul></ul>
    14. 14. Further information <ul><li>General Europe 2020 </li></ul><ul><li>http://ec.europa.eu/news/economy/index_de.htm </li></ul><ul><li>Social protection & social inclusion </li></ul><ul><li>http://ec.europa.eu/social/main.jsp?langId=en&catId=750 </li></ul>

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