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Inception Workshop on SPI Update 3-4 April 2014 ADB Headquarters, Manila, Philippines
Outline of presentation
Introduction The Basic Statistics Table The SP Spreadsheets
Expenditures Beneficiaries Poverty Targeting of SP Expenditures Gender Focus of SP Expenditures
Notes: * Insert unit, e.g. billions, millions, thousands, units. ** State how derived if not directly from cited source. *** Unemployed + Underemployed which includes 50% unpaid family worker and casual paid employee **** Average for fiscal year
Most of the information can be found in published sources such as national accounts, the latest census or population projections, labor force surveys or international sources such as IMF, WB and UN websites Be cautious on the units (billion, millions, thousands, etc) Avoid abbreviations in the source of data Put additional information under Notes i.e., derivation, definition, assumption, and the like.
SP Prog. SP PROGRAMS (as Implementing Agency No. identified for your country)
SP Category*
Source of Data
Comments (where applicable) *SP Categories Social Insurance PEN HI UB OSI Pensions Health Insurance Unemployment benefit Other social insurance Social Assistance HA CP DA OSA Health Assistance Child protection programs Disaster relief and assistance Other social assistance Labour Market Programs LMP Labour Market programs
Do not forget to put the Fiscal Year (specially if not the same as the calendar year) Do not abbreviate the name of the implementing agency Follow the codes of SP Categories Any notes concerning assumptions made when deriving the expenditures for a program should be put in the comments column Do forget to put the unit of measure in the expenditures columns Annual expenditures should be used.
SP Category Pensions Health Insurance Unemployment Benefit Other Social Insurance (e.g. maternity, disability benefits) ALL Social Insurance Assistance for Elderly Health Assistance Child Protection Disaster Assistance and Relief Other Social Assistance ALL Social Assistance Labour Market Programs TOTAL SP EXPENDITURE
%age #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Shows the summary and distribution of SP expenditures by category The breakdowns are in formula Make sure that the magnitude of GDP and SP expenditures are the same (billions, millions, thousands) The SP indicator should not exceed 1 (if more than 1, check the magnitudes)
CALCULATION SHEET
Country: ______________________
Prog. No. 0 0 0 0 0 0 0 0 0 0
Program Name
Source of Data
Comments
SP Category (Detailed)
0 0 0 0 0 0 0 0 0
SP Category (Broad)
LMP
SI
SA
0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
The items on program number and names; and detailed SP categories are automatically carried over from the expenditures sheet. Do not forget to put the magnitudes (units) of beneficiaries. The disaggregation by category of SP beneficiaries are automatically computed in the last three columns. Make sure that the total beneficiaries under LMP, SI and SA is equal to the total 2012 beneficiaries. Any assumptions used in deriving the number of beneficiaries should be put in Comments column. Beneficiaries of job creation programs should be individuals (not families). Beneficiaries of pension should only include those 60 years old and over. For young pensioners, they should be under Other Social Insurance Category Beneficiaries of Health Insurance and Health Assistance refer to those who are covered (or who are members) and NOT just those who received health benefits in the reference year.
PTR
The other information are carried over from the expenditure sheets. The key data to be entered is the poverty targeting rate (PTR). PTR is the percentage of SP expenditures on people with incomes or expenditures below the national poverty line (the poor) The best way to estimate PTR is by using the Household Income and Expenditures Survey (HIES). However, when the HIES available is already dated, estimates of the PTR will need to be made using professional judgment. The SP expenditures on the poor is automatically computed by multiplying the Expenditures x PTR.
GTR
0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0
TOTAL
TOTAL
The worksheet is working similarly with the Poverty Focused Sheet. The key information needed is the Gender Targeting Rate (GTR) The GTR is the percentage of program expenditures paid to females. The HIES is also a viable source of information for GTR.
Total SP Expenditure Beneficiaries Reference Pop 25% of GDP per capita SPI
1 1 1 1
1 1 1 1
Table S8: Disaggregation by Depth and Breadth Social Insurance Depth Breadth SPI #DIV/0! #DIV/0! #DIV/0! Social Assistance #DIV/0! #DIV/0! #DIV/0! Labour Market Programs #DIV/0! #DIV/0! #DIV/0! All SP Programs #DIV/0! #DIV/0! #DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Poor SP Expenditure Reference Pop 25% of GDP per capita SPI 0 0 0 #DIV/0!
Non-Poor 0 0 0 #DIV/0! Total SPI #DIV/0! SP Expenditure Reference Pop 25% of GDP per capita SPI
Women 0 0 0 #DIV/0!
The SPI Calculation spreadsheets, automatically calculate and disaggregate the SPI. Most of the necessary data are automatically transferred from the previous worksheets. Pay attention to the unit conversion table. The entries there are to be changed IF the magnitudes expenditures, beneficiaries, and reference population are different. They should ALL be in units. The SPI value should be the same for all the TOTAL SPIs in different ways of its disaggregation.
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